Is VZ a good stock to buy? We came across a bullish thesis on Verizon Communications Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.’s share was trading at $45.44 as of June 8th. VZ’s trailing and forward P/E were 11.07 and 9.15 respectively according to Yahoo Finance.
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Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. VZ demonstrates that slow-and-steady telecom names can still deliver market-beating performance, as the stock recently broke out after a prolonged period of sideways trading. Income-focused investors have continued rotating into defensive, high-yield equities, with Verizon emerging as a key beneficiary of this shift.
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The company is not positioned as an AI-driven growth story, yet it outperformed after reporting stronger-than-expected fourth-quarter sales and earnings, raising its 2026 profit outlook, and announcing a $25 billion three-year share buyback program. Investor sentiment was further supported by macro uncertainty, including geopolitical tensions such as the US-Israel-Iran conflict, which encouraged demand for stable, defensive cash-generating businesses.
The company continues to offer an annual dividend of $2.83 per share, representing a yield of approximately 5.5%, reinforcing its appeal to income-oriented portfolios. Market strategist Kenny Polcari previously noted that Verizon may never resemble a high-growth tech stock but provides highly predictable cash flows, essential services exposure, and durable income generation that investors value in volatile markets.
The combination of a recent breakout, strong capital returns, and defensive positioning suggests continued upside potential as markets reward stability and shareholder-friendly policies. Overall, Verizon Communications is increasingly being re-rated as a defensive compounder, where consistent cash flow generation, a robust dividend profile, and aggressive capital returns through buybacks position the company as a reliable outperformer in uncertain markets, with continued upside potential as investors prioritize stability, income, and balance sheet strength over speculative growth narratives, supporting a sustained rerating trajectory over the medium term.
