Verizon is the laggard among the big-three US wireless carriers in net-adds growth, with Frontier acquisition pending close in 2026. C-band spectrum monetization continuing but capital intensity remains high. Dividend at risk if leverage extends further.
Thesis reviewed May 29, 2026
Verizon Communications Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold VZ may also have indirect exposure through these country funds.
Verizon Q1 2026 postpaid phone net adds 95k; trailing T-Mobile and AT&T
Frontier acquisition expected to close Q3 2026
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Sell | $1k–$15k | Jul 17, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | |
| Lloyd K. SmuckerPA | R | Sell | $1k–$15k | Apr 23, 26 | |
| Jennifer McClellanVA | D | Sell | Unknown amount | Apr 7, 26 | |
| Pete SessionsTX | R | Buy | $1k–$15k | Mar 9, 26 | |
| Sheldon Whitehouse | Sell | $1k–$15k | Feb 23, 26 | ||
| Tim MooreNC | R | Buy | Unknown amount | Feb 20, 26 | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | |
| Gary C Peters | Buy | $1k–$15k | Dec 12, 25 | ||
| Sheldon Whitehouse | Sell | $1k–$15k | Sep 4, 25 | ||
| Sheldon Whitehouse | Sell | $1k–$15k | Oct 29, 24 | ||
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | |
| John JamesMI | R | Buy | $1k–$15k | Mar 26, 24 | |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Jun 25, 24 | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | |
| Mike KellyPA | R | Buy | $1k–$15k | Apr 12, 24 |