Verizon Communications Inc (VZ)

Verizon Communications has delivered a strong 3 year share price gain, yet recent weekly and monthly declines mean investors are again asking whether the current valuation lines up with its earnings power. With the business stepping up activity around next generation networks and AI related initiatives, the key issue is how much profit the market is assuming those plans can eventually support. Over the past 3 years the stock has returned 77.6%, which puts real weight on the question of how...

Long-term bond yields persist, but investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks. Click for more.

Inflation is stubbornly high, but not in home broadband service. There, telecom operators are making fiberoptic inroads in a business long dominated by cable television companies. The result has been discounting: UBS reports that prices for various broadband service tiers are down 7% to 14% for fiber over the past year, and 17% to 27% for cable.

VZ expands its Motorola lineup with device discounts, flexible upgrades, loyalty rewards and AI benefits for attracting and retaining customers.

T-Mobile's 15% dividend hike, stronger cash flow, and service revenue growth bolster its case, while competition, macro pressures and $84.6B in debt pose risks.

Cogent's 80.7% plunge reflects debt and cash-flow concerns, but rapid wavelength growth, expanding margins and asset sales offer signs of a potential recovery.

KeyBanc just slapped an Underweight rating on Comcast with a price target that implies further pain ahead, and the stock is already down 20% this year as fiber rivals keep stealing its most valuable customers.

Inflation is stubbornly high, but not in home broadband service. There, telecom operators are making fiberoptic inroads in a business long dominated by cable television companies. The result has been discounting: UBS reports that prices for various broadband service tiers are down 7% to 14% for fiber over the past year, and 17% to 27% for cable.