Verizon Communications Inc. (VZ) — closed signal from August 19, 2025
Partial Published before the outcome was known, scored automatically when the window closed on November 17, 2025.
Predicted vs. what happened
What happened
Reached 19% of the predicted growth at its peak, without hitting the target.
The thesis — published August 19, 2025
- Focus on clear trend and timing - Connect streaming to data use - Wait for better entry - Aim for near-term carry Verizon's price trend is strong, and the recent average price is rising, but it ran up quickly, so patience helps. More TV watching has shifted to streaming, which needs lots of mobile and home data. That keeps Verizon's network busy and cash flowing. Prefer buying on dips and seeing higher lows for a steady next 0-3 months and modest upside.
Primary drivers
- Strong trend; recent average price climbing, suggesting buyers in control.
- Investor mood is very positive, which often keeps demand firm near term.
- Streaming takes more TV time, lifting data use across mobile and home.
- Price ran up; better to wait for dips rather than buy after a quick rise.
How it played out
VZ: target missed as shares ended at 41.01
Lyra published VZ on August 19, 2025 at 44.23. The thesis expected 9% growth and used a 47.4 target. It pointed to a strong price trend, a rising recent average price, positive investor mood, more streaming-driven data use, and a preference to wait for dips after a quick rise.
Inside the window, VZ peaked at 44.98 on August 20, 2025, for a 1.7% gain. It stayed below the 47.4 target. It ended at 41.01 on November 17, 2025. The thesis missed.
What happened during the window
On October 6, 2025, Verizon appointed Dan Schulman as chief executive, replacing Hans Vestberg. On October 29, 2025, Verizon reported third-quarter results, with adjusted earnings of 1.21 per share and revenue of 33.8 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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.