Track record · closed signal

Verizon Communications Inc. (VZ) — closed signal from October 18, 2025

Partial Published before the outcome was known, scored automatically when the window closed on January 16, 2026.

Predicted vs. what happened

VZ price · publication thesis → realized outcomesplit-adjusted

$40.00 – $41.00Entry zone — fair-value band

$40.55Published — price the day we called it

$45.42Target — the price the thesis aimed for

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

$38.91Window close — end-of-window price, context only

What happened

Partial

Reached 31% 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

+3.7%

peak, from the publication price

Window close

$38.91

end-of-window price, context only

Days to target

—

Window

October 18, 2025 – January 16, 2026

The thesis — published October 18, 2025

Predicted growth

+12%

over the measurement window

Target price

$45.42

the price the thesis aimed for

Entry zone

$40.00 – $41.00

the fair-value band we waited for

Price at publication

$40.55

published October 18, 2025

Confidence

64%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Verizon looks like a solid bargain after a pullback, and investor mood is unusually positive. Its plan with AST SpaceMobile to let regular phones connect by satellite starting in 2026 adds a long-term growth story that helps today. In a market favoring cheaper, steady names, its dividend can draw buyers. A 3-month rebound needs signs of price strength and careful spending on network upgrades.

Primary drivers

Shares look beaten down, yet investor mood is unusually positive right now
Deal with AST SpaceMobile aims to connect phones by satellite starting 2026
Attractive dividend can draw more buying interest, especially in choppy markets
If investors favor cheaper, steady companies, Verizon could benefit

How it played out

VZ: the target was not reached

Lyra published VZ at $40.55 on 2025-10-18 with a short-term thesis for 12% growth. The thesis pointed to a beaten-down share price, unusually positive investor mood, the AST SpaceMobile phone-to-satellite plan for 2026, dividend appeal, and possible demand for cheaper, steady companies.

Inside the window, VZ rose only as high as $42.06 on 2025-12-05, a 3.7% peak gain. It stayed below the $45.42 target and never reached it. By 2026-01-16, it ended at $38.91. The thesis partially played out on direction at the peak, but it missed the target.

What happened during the window

On 2025-11-14, the New York Post reported that Verizon was preparing cuts of up to 15,000 jobs after a leadership change. On 2026-01-15, the Wall Street Journal reported that California approved Verizon's Frontier deal, with closing expected on Jan. 20.

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

Lyra

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

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