Goldman Sachs initiates Verizon stock coverage with Buy rating

Published 02/09/2025, 08:24
© Reuters.

Investing.com - Goldman Sachs has initiated coverage of Verizon Communications (NYSE:VZ) with a Buy rating and a price target of $49.00, according to a research note released Tuesday. According to InvestingPro, Verizon currently trades at an attractive P/E ratio of 10.26 and offers a substantial dividend yield of 6.13%.

The investment bank views Verizon as the largest mobile network operator in the United States and a significant provider of consumer and commercial broadband access services. With a market capitalization of $186.5 billion and annual revenue of $137 billion, Verizon demonstrates its dominant market position. InvestingPro data shows the company maintains a strong financial health score of "GOOD," supporting its industry leadership.

Goldman Sachs expressed optimism about Verizon’s growth strategy through continued wireless service ARPU growth via Perks, promotional amortization roll-offs, and pricing, while also benefiting from MVNO service revenue primarily through agreements with Comcast and Charter.

The firm highlighted Verizon’s expected expansion in fiber passings from approximately 19 million in 2025 to 32 million in 2029, compared to the company’s target of 30 million by 2028 and 35-40 million over time, pro-forma for the proposed acquisition of Frontier.

This fiber expansion is anticipated to drive an acceleration in Fios internet subscriber net additions, according to Goldman Sachs’ analysis.

In other recent news, Verizon Communications reported earnings that exceeded financial expectations, with service revenues growing by 1.6% and EBITDA increasing by 4.1%. Analysts at UBS maintained a Neutral rating with a $45.00 price target, citing mixed results, including increased churn rates. Meanwhile, RBC Capital raised its price target for Verizon to $46.00, following the positive earnings report. Additionally, Verizon announced plans to expand its office space in Manhattan, leasing 200,000 square feet to accommodate more than 1,000 employees as part of a move to stricter in-office requirements. The company is also set to enhance its prepaid brands, Simple Mobile and Total Wireless, with new global connectivity plans, addressing the rising demand for international travel. In corporate governance, Verizon appointed Jennifer K. Mann to its board of directors. Mann, who is an executive at The Coca-Cola Company, will participate in Verizon’s compensation program for non-employee directors. These developments reflect Verizon’s strategic moves in the telecommunications industry.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.