Verizon Firing On All Cylinders - Focus On Service Convergence

Juxtaposed Ideas 16.2K Followers Follow Summary The $20B Frontier acquisition accelerates Verizon's service revenue growth to 2.9% YoY in H1'26, with further gains at >3% YoY expected in H2'26. The same has been observed in the robust broadband net adds, with the growing mobile/broadband/fiber convergence delivering the higher adoption trends and lower churn rates. VZ's premium P/E of 10.06x has been well balanced by the inflation-beating dividend yields of 5.61% and the secure income payouts from the strong FCF generation. Risks include the higher debt post-acquisition, the impacted wireless equipment sales, and the seasonal weakness after the July/August 2026 rally. VZ remains a Great Buy, supported by the convergence-driven growth and the compelling income yield amid ongoing momentum reversal. photobyphm/iStock Editorial via Getty Images I previously rated Verizon Communications Inc. ( VZ ) as a Buy in June 2026, thanks to the renewed growth opportunities. In this article, I shall discuss why VZ remains a Great Buy, with the ongoing momentum reversal This article was written by Juxtaposed Ideas 16.2K Followers Follow I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.