Track record · closed signal

Verizon Communications Inc. (VZ) — closed signal from October 14, 2025

Partial Published before the outcome was known, scored automatically when the window closed on January 12, 2026.

Predicted vs. what happened

VZ price · publication thesis → realized outcomesplit-adjusted

$39.50 – $40.25Entry zone — fair-value band

$39.96Published — price the day we called it

$48.75Target — the price the thesis aimed for

$42.06Peak — highest point inside the window, not a realized return

$39.84Window close — end-of-window price, context only

What happened

Partial

Reached 24% of the predicted growth at its peak, without hitting the target.

Peak price

$42.06

peak on December 5, 2025 — not a realized return

Peak gain

+5.3%

peak, from the publication price

Window close

$39.84

end-of-window price, context only

Days to target

—

Window

October 14, 2025 – January 12, 2026

The thesis — published October 14, 2025

Predicted growth

+22%

over the measurement window

Target price

$48.75

the price the thesis aimed for

Entry zone

$39.50 – $40.25

the fair-value band we waited for

Price at publication

$39.96

published October 14, 2025

Confidence

67%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Verizon may be turning a corner with Dan Schulman as CEO. The company is pushing into connected devices (IoT), and surveys show many firms want to use AI to make those devices smarter. The stock price has fallen a lot, so if the new team executes better, the upside could be larger than the downside. We are waiting for clearer signs of steady progress. Debt and tough rivals are still issues we are tracking.

Primary drivers

New CEO Dan Schulman could reset strategy and improve day-to-day execution.
Growing interest in AI for connected devices could expand Verizon's opportunity.
Share price fell hard, which can set up a rebound if business results improve.
Success depends on better execution while battling well-funded competitors.

How it played out

VZ: target was not reached

Lyra published VZ at $39.96 on 2025-10-14, with 22% expected growth over a short-term window. The thesis pointed to Dan Schulman as a possible CEO reset, better execution, connected devices, interest in artificial intelligence for those devices, and room for a rebound after the share price had fallen. It also noted debt and tough rivals as issues to watch.

Inside the window, VZ rose to a peak of $42.06 on 2025-12-05, a 5.3% gain. It stayed below the $48.75 target. The stock ended at $39.84 on 2026-01-12. The thesis partially played out, but it did not reach the target.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All VZ signals