Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Verizon's shares fell on SpaceX fears, but the competitive threat is overblown.
- +Satellite service cannot match Verizon's ground-based network for indoor and urban coverage.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Ranking High Yield Dividend Stocks Near Their Lows!
SpaceX/Starlink Mobile entering telecom could disrupt the industry and pressure prices, similar to AI's impact on software stocks. · The stock is cheap with a 13% free cash flow yield and a safe, well-covered 6.4-6.5% dividend. · New CEO is improving operations with revenue growth of 2.8% and EPS growth of 6.6%.
📹 SpaceX Mobile Is Never Going To Happen
Verizon's shares fell on SpaceX fears, but the competitive threat is overblown. · Satellite service cannot match Verizon's ground-based network for indoor and urban coverage.
📹 Verizon Stock is Crashing! | Verizon (VZ) Stock Analysis! |
Dividend is very well covered with only a 58% free cash flow payout ratio, so the 6.6% yield looks safe. · Stock trades near fair value on a dividend discount model (about $46.50 fair value at 2.5% dividend growth, ~10% upside), so it is not clearly cheap. · The SpaceX/Starlink threat is real enough to question cash flows beyond 2030, but it is far too early to make a major decision based on one analyst report. · Near-term free cash flow growth looks strong (9-10% guidance for 2026), though partly boosted by the Frontier acquisition.