Consensus estimates call for Q2 2026 revenue of $35.15 billion and adjusted EPS of $1.27, while the stock currently trades around $43.59, trailing the average analyst price target of $51.12. Investors are primarily focused on postpaid phone net additions, looking for confirmation that the wireless subscriber turnaround is sustainable after a multi-year period of customer losses.
Management's aggressive cost-transformation program, featuring retail store divestitures and corporate layoffs, remains a central pillar for supporting margins following the stock's removal from the Dow Jones Industrial Average in June. Analysts also expect a top-line boost from Verizon's role as the primary telecommunications sponsor for the 2026 FIFA World Cup, which likely drove elevated Business segment activity during the quarter.