The Zacks Analyst Blog Highlights JPMorgan Chase, UnitedHealth, Verizon, Twin Disc and Sypris
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2024
0mins
Should l Buy VZ?
Source: NASDAQ.COM
Stock Performance Overview: Zacks.com highlights recent stock performances, noting that JPMorgan Chase has outperformed the finance sector and S&P 500, while UnitedHealth Group faces challenges due to executive issues and high operating costs. Verizon is experiencing growth in 5G services but struggles with competition, and micro-cap stocks Twin Disc and Sypris Solutions face financial pressures despite some growth potential.
Analyst Insights: The Zacks Research Daily features reports on major stocks including JPMorgan, UnitedHealth, and Verizon, emphasizing their market positions and future growth prospects, while also addressing risks such as rising expenses and market saturation for these companies.
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Analyst Views on VZ
Wall Street analysts forecast VZ stock price to fall
14 Analyst Rating
4 Buy
10 Hold
0 Sell
Moderate Buy
Current: 49.460
Low
43.00
Averages
46.42
High
51.00
Current: 49.460
Low
43.00
Averages
46.42
High
51.00
About VZ
Verizon Communications Inc. is a holding company. The Company, through its subsidiaries, provides communications, technology, information and streaming products and services to consumers, businesses and government entities. Its Consumer segment provides wireless and wireline communications services. It also provides fixed wireless access (FWA) broadband through its 5G or 4G Long-Term Evolution (LTE) networks portfolio. The Company's Business segment provides wireless and wireline communications services and products, including FWA broadband, data, video and advanced communication services, corporate networking solutions, security and managed network services, local and long-distance voice services and network access to deliver various Internet of Things (IoT) services and products. It provides these products and services to businesses, public sector customers and wireless and wireline carriers across the U.S. and a subset of these products and services to customers around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AST Satellite Network Development: AST SpaceMobile plans to deploy 45-60 LEO satellites by the end of 2026, with revenue projected to surge from $4 million to $699 million by 2027, showcasing significant growth potential in the satellite communications market.
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- Nio's Sales Surge: Nio's deliveries reached 221,970 vehicles in 2024, a 39% increase, with expectations to rise 58% to 351,221 vehicles in 2025, indicating strong growth potential in the EV market, particularly driven by its premium ET-series sedans and Onvo SUVs.
- Market Expansion Strategy: Nio is actively expanding into the European market to reduce reliance on the saturated Chinese EV market, a strategy that not only enhances its international market share but also may alleviate macro pressures from ongoing U.S.-China trade tensions.
- AST Satellite Network Development: AST SpaceMobile plans to deploy 45-60 LEO satellites by the end of 2026, with revenue projected to surge from $4 million to $699 million by 2027, showcasing significant growth potential in the satellite communications market.
- Government Contract Opportunities: AST's selection as a prime contractor for the U.S. Missile Defense Agency's SHIELD program not only diversifies its business model but also may provide stable government contract revenue, further enhancing its profitability prospects.
See More
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- Nio's Growth Potential: Nio is projected to deliver 221,970 vehicles in 2024, a 39% increase from 2023, and expects a further 58% growth to 351,221 vehicles in 2025, showcasing strong growth potential in the EV market despite macro pressures in China.
- Profit Expectations: Nio anticipates achieving its first profit in Q4 2025, a pivotal moment that could attract more investor attention and elevate its stock price, especially given its current valuation of less than 1 times this year's sales.
- AST SpaceMobile's Market Expansion: AST plans to deploy 45-60 satellites in orbit by the end of 2026 and aims to expand to 243 satellites in the coming years, with revenue expected to surge from $4 million in 2024 to $699 million by 2027, indicating significant potential in the low-earth orbit satellite market.
- Government Contract Opportunities: AST's selection as a prime contractor for the U.S. Missile Defense Agency's SHIELD program suggests diversification beyond telecom contracts, enhancing its competitive position in the market.
See More
Three Stocks Have Been Added to the MSCI World Index
MSCI Index Graduation: Three companies have graduated to the MSCI World Index, marking a significant milestone that influences global financial markets and requires passive funds to adjust their holdings accordingly by February 27.
AST SpaceMobile's Growth: AST SpaceMobile has rapidly evolved from a speculative concept to a critical player in global telecommunications, with its stock reflecting market confidence and its inclusion in the MSCI World Index validating its technology.
Cohere's Market Position: Cohere has successfully transitioned from a niche player to a significant entity in the AI sector, driven by strong earnings and strategic partnerships, which have bolstered its market presence and profitability.
FTAI Aviation's Unique Addition: FTAI Aviation's inclusion in the MSCI World Index highlights its unique position in the aviation sector, capitalizing on current market demands and establishing a dual-threat business model that appeals to both value and growth investors.
See More
T-Mobile Launches Real-Time Translation Service to Combat Competition
- Increased Customer Churn: T-Mobile's latest earnings report reveals a postpaid phone churn rate of 1.02% in Q4 2025, up 0.13% from Q3, indicating accelerated customer losses amid fierce competition, which could negatively impact future revenues and market share.
- New Service Testing: T-Mobile is testing a real-time translation tool embedded in its wireless network, capable of translating conversations in over 50 languages across 215 countries, aimed at enhancing customer retention by eliminating language barriers and reducing churn.
- Intensified Market Competition: As T-Mobile faces aggressive promotions from Verizon and AT&T, its price hikes and plan changes may drive more consumers to seek alternatives, especially under economic pressures, with 90% of consumers open to considering lower-priced options.
- Leading Customer Satisfaction: Despite T-Mobile achieving the highest customer satisfaction score among traditional carriers at 631, it still falls short of mobile virtual network operators (MVNOs) that offer cheaper plans, which average a satisfaction score of 630, highlighting competitive pressures in pricing and service experience.
See More
Market Sell-Off Triggers Tech Stock Pullback
- Tech Stock Pullback: The three major U.S. stock averages declined this week due to fears surrounding rapid AI developments, with software giants like Netflix and Fox dropping 6.5% and 11.6% respectively, indicating market concerns over the profitability of streaming platforms.
- Oversold Status: According to CNBC Pro, Fox Class A shares have a 14-day RSI of nearly 18.6, while Netflix's RSI is about 24, suggesting these stocks are technically oversold and may rebound in the near term.
- DoorDash Performance: DoorDash shares, with an RSI of 16.45, fell over 12% this week; however, Bank of America reiterated its buy rating, suggesting that a strong first-quarter outlook could serve as a clearing event, reflecting confidence in its future performance.
- Overbought Real Estate Stocks: Equinix and Texas Pacific Land are considered overbought with RSI levels around 85 and 82, respectively, with Equinix rising 12.7% this week after providing strong first-quarter guidance and increasing its dividend for the 11th consecutive year, highlighting robust demand for data centers.
See More
SpaceX Plans 2026 IPO, Intensifying Competition
- IPO Valuation Impact: SpaceX is set to hold an IPO in 2026 with an expected valuation of $1.5 trillion, significantly enhancing its competitive edge, particularly against rivals like ULA and Rocket Lab, who will face increased pressure.
- Starlink User Growth: The Starlink business has surpassed 9.2 million paying customers and generates over $10 billion in annual revenue, indicating strong growth potential in the satellite internet market and solidifying its market leadership.
- DTC Satellite Expansion: SpaceX has launched 650 satellites for its direct-to-cell (DTC) service, covering 22 countries and becoming the largest 4G coverage provider globally, showcasing rapid expansion in the telecommunications sector.
- Infrastructure Competition: The number of Starlink
See More
