

Verizon Gains, Dollar Tree Rises, Target Dips on Barclays Cut
Jul 21, 2025
Verizon's shares soar after surpassing revenue expectations and raising profit forecasts, thanks to pricing strategies and tax changes. Dollar Tree also gains momentum with analyst upgrades, highlighting a positive market sentiment. Conversely, Target's shares dip as analysts downgrade their recommendation, pointing to weak performance in key segments and shifting consumer behavior. Overall, the podcast dives into the dynamic trends influencing these major retailers and what they mean for investors.
AI Snips
Chapters
Transcript
Episode notes
Verizon Revenue Beats Expectations
- Verizon's second-quarter revenue beat estimates, hitting $34.5 billion, up 5%.
- Despite a decline of 51,000 postpaid phone customers, this was better than expected, signaling potential net additions for the year.
Dollar Tree Gains from Upgrades
- Dollar Tree shares rose over 2% after getting analyst upgrades from Barclays and JPMorgan.
- Its cleaner growth story and strong momentum set it up well for the rest of the year.
Target Faces Challenges and Downgrade
- Target shares dipped slightly after Barclays downgraded it to underweight from equal weight.
- The analyst noted continued underperformance without a strategic shift amid rising inflation and ended price matching.