Track record · closed signal

Verizon Communications Inc (VZ) — closed signal from July 2, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on September 30, 2026 — +8.5% at the close.

Predicted vs. what happened

VZ price · publication thesis → realized outcomesplit-adjusted

$40.41 – $41.76Entry zone — fair-value band

$42.28Published — price the day we called it

$46.14Target — the price the thesis aimed for

$51.67Peak — highest point inside the window, not a realized return

$45.87Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 25 days.

At window close

+8.5%

realized, from the publication price to the last close inside the window

Peak gain

+22.2%

peak, from the publication price — not a realized return

S&P 500, same window

+2.7%

SPY over the identical days, dividend-adjusted

Window close

$45.87

last close inside the window, ended September 30, 2026

Peak price

$51.67

peak on September 15, 2026 — not a realized return

Days to target

The thesis — published July 2, 2026

Predicted growth

+11%

over the measurement window

Target price

$46.14

the price the thesis aimed for

Entry zone

$40.41 – $41.76

the fair-value band we waited for

Price at publication

$42.28

published July 2, 2026

Confidence

71%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Verizon is mainly a defensive company: it earns reliably, pays a dividend that helps steady returns, and has a new BT enterprise deal that could make it more strategically important. The share price looks beaten down but a clear recovery has not happened yet. High debt limits how much it can grow, and SpaceX's plans pose extra competition.

Primary drivers

BT enterprise deal could make the company more relevant to big customers
Dividend helps reduce swings in returns
Business is defensive and holds up better in weak markets
High debt reduces certainty around future growth

How it played out

VZ: target reached in 25 days

On July 2, Lyra published an 11% growth thesis from a price of $42.28. The thesis pointed to Verizon's defensive business, its dividend, and the BT enterprise deal as support. It also identified high debt as a limit on growth and noted that a clear recovery had not yet happened.

The shares reached the $46.14 target in 25 days. They later peaked at $51.67 on September 15, a 22.2% gain. The price ended the window at $45.87. The thesis played out and exceeded its stated growth expectation.

What happened during the window

On July 24, Verizon reported second-quarter mobility and broadband service revenue growth of 2.8% and raised its full-year guidance. On September 9, it declared a quarterly dividend of 70.75 cents per share, unchanged from the prior quarter.

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