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Verizon's Q2 shows margin growth and fiber network potential, signaling undervaluation and buy opportunity.

Analyst Insights
03 Aug 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Verizon reported a 7.2% year-over-year increase in adjusted EBITDA to $13.7 billion for Q2, achieving a record 40.1% margin despite a slight revenue decline. The company’s expanding optical fiber network, highlighted by a $1 billion Google dark fiber deal, reveals significant growth potential beyond its traditional wireless services. This fiber infrastructure, tied to AI capabilities, offers high-margin opportunities that the current stock valuation does not fully reflect. Analysts recommend buying Verizon shares, expecting the evolving business mix and fiber monetization to drive future gains.

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