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Goldman Sachs bullish on Verizon stock, highlights fixed wireless expansion

EditorEmilio Ghigini
Published 07/01/2024, 06:59 AM
VZ
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On Monday, Goldman Sachs initiated coverage on Verizon Communications (NYSE:VZ) stock, assigning a Buy rating and setting a price target at $50.00. The firm highlighted Verizon's renewed momentum in its essential wireless operations as a key factor for the positive outlook. The assessment anticipates that Verizon will reap significant gains from the deployment of fixed wireless across consumer and business sectors.

According to the firm's analysis, Verizon's strategic moves are expected to attract a broader investor base. The telecom giant is seen as on track to sustain growth in revenue and EBITDA.

Additionally, the potential for increased capital returns and buybacks supported by a strategy of de-leveraging is seen as a factor that could enhance the company's market multiples.

The analyst's statement underscored confidence in Verizon's growth trajectory, pointing to the company's strengthening position in the wireless domain. This growth is expected to be bolstered by the company's focus on fixed wireless services, which are seen as a significant growth driver for both consumer and business franchises.

Verizon's financial strategy, aimed at reducing debt, is also expected to contribute to the company's appeal to investors. The firm's perspective suggests that this financial approach, combined with the potential for capital returns and stock buybacks, could lead to a re-rating of the company's shares.

The new price target of $50.00 represents Goldman Sachs' expectation for Verizon's share value, indicating a positive stance on the company's future performance. The Buy rating and price target reflect the firm's view that Verizon's stock offers an attractive investment opportunity based on the company's strategic initiatives and potential for growth.

In other recent news, Verizon Communications Inc (NYSE:VZ). has revealed several significant developments. The company has announced the appointment of Caroline A. Litchfield, the current Executive Vice President and Chief Financial Officer of Merck & Co., Inc., to its board of directors, effective from October 1, 2024.

Additionally, in a recent regulatory filing, the Federal Communications Commission (FCC) Chair, Jessica Rosenworcel, has asked major telecom companies, including Verizon, to outline their strategies against fraudulent AI-generated political robocalls.

Furthermore, telecommunications industry groups, which include Verizon, are legally contesting the reinstatement of net neutrality rules by the Biden administration. Citi has maintained its Buy rating on Verizon following a review of the company's recent 10-Q filing, subtly adjusting its forecast for Verizon's SecondNumber feature.

In terms of service offerings, Verizon has included Comcast Corporation (NASDAQ:CMCSA)'s Peacock service in its streaming subscription hub, +play, and offered a discounted subscription to YouTube Premium for its myPlan subscribers.

Lastly, Craig L. Silliman, the company's Executive Vice President and President of Verizon Global Services, will transition to a strategic advisor role effective July 1, 2024. These are the recent developments for Verizon Communications.

InvestingPro Insights

Investors considering Verizon Communications (NYSE:VZ) will find additional insights from InvestingPro data and tips. Verizon's market capitalization stands at a robust $173.59 billion, with a P/E ratio of 15.36, reflecting investor confidence in the company's earnings potential. Notably, the adjusted P/E ratio for the last twelve months as of Q1 2024 is even more attractive at 10.01. With a dividend yield of 6.45% as of mid-2023, Verizon remains a compelling choice for income-focused investors.

Two key InvestingPro Tips highlight Verizon's shareholder-friendly approach: the company has not only raised its dividend for 19 consecutive years but has also maintained dividend payments for an impressive 41 years. This track record underscores Verizon's commitment to returning value to its shareholders. Additionally, Verizon's low price volatility and position as a prominent player in the Diversified Telecommunication Services industry offer a measure of stability in a volatile market.

For those looking to delve deeper, there are further InvestingPro Tips available, offering more nuanced information on Verizon's financial health and market performance. Use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro, where you can access a total of 11 tips that could help inform your investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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