Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Verizon Communications Inc. $VZ Shares Bought by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in Verizon Communications Inc. (NYSE:VZ) by 5.8% in the third quarter, making Verizon its 18th largest holding. Several other institutional investors also modified their holdings, indicating significant institutional interest in the cell phone carrier. Verizon recently announced a quarterly dividend of $0.69, yielding 6.8% annually, and holds a "Moderate Buy" consensus rating from analysts with a target price of $47.47.
Dec 31, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
T Expands Into Satellite Connectivity Space: Will it Boost Prospects?
AT&T (T) is collaborating with AST SpaceMobile to expand into the satellite connectivity space, aiming to address the limitations of terrestrial networks in remote and rural areas. This move positions AT&T to enhance its FirstNet services for first responders, although it faces competition from T-Mobile and Verizon, who are also making strides in satellite communication. Despite competitive pressures, AT&T has shown positive price performance and an attractive valuation.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BEARISH
The Truth About United States Cellular: Is USM Stock the Sleeper 5G Play Everyone’s Sleeping On?
This article examines United States Cellular (USM) as a potential overlooked investment opportunity in the 5G market, highlighting its focus on regional coverage in underserved areas and competitive pricing. It delves into the company's network upgrades and pricing strategies from a consumer perspective, then analyzes USM stock from an investor's standpoint, noting its small size compared to major carriers and capital-intensive business model. The piece concludes that while USM lacks viral appeal, its quiet reliability and potential deep value could appeal to patient, long-term investors.
Dec 31, 2025 • AD HOC NEWS
NEUTRAL
Lumen Technologies Is Skyrocketing Online – But Is LUMN Stock a Secret Trap or a Come-Up?
Lumen Technologies (LUMN) is generating buzz online, with many discussing its potential as a deep value recovery play despite a history of price declines. The company, an old-school telecom and fiber player, is attempting to rebrand as a modern tech and network powerhouse by focusing on its fiber network and enterprise services, while selling off legacy assets and reducing debt. This article explores whether LUMN is a genuine turnaround opportunity or still a high-risk bet given its volatile past and strong competition.
Dec 31, 2025 • ts2.tech
NEUTRAL
Verizon stock edges higher in thin year-end trade as investors line up for Jan. 30 earnings
Verizon Communications Inc. (NYSE: VZ) shares saw a modest gain of 0.54% to close at $40.70 in thin year-end trading, with the stock slightly down in after-hours trading. Investors are looking ahead to the company's fourth-quarter report on January 30, 2026, which will focus on subscriber trends, pricing discipline, churn, and free cash flow. This report is a significant catalyst for the cash-generative telecom name, often used for defensive exposure in volatile markets.
Dec 31, 2025 • AD HOC NEWS
NEUTRAL
The Truth About PLDT Inc: Hidden Telecom Giant With a Dividends Plot Twist
PLDT Inc. is a Philippine telecom giant that offers high dividend yields, making it attractive to income-focused investors despite its status as a mature company in an emerging market. The article explores whether the company is a sound investment given its debt levels, capital expenditure for infrastructure, and competition, or if the high yield masks underlying risks. It concludes that PLDT is a selective "cop" for long-term dividend hunters comfortable with emerging market volatility, but not for short-term traders.