Is Verizon Communications (VZ) Undervalued On Its BMW And KDDI Connected Car Deal? Verizon Communications (VZ) is back in focus after announcing a collaboration with BMW Group and KDDI that embeds Verizon’s 5G and LTE networks as the connectivity layer in all new BMW Group vehicles sold in the United States. See our latest analysis for Verizon Communications. Despite the BMW and KDDI collaboration and other recent alliances with BT Group and Aduna, Verizon Communications’ share price has eased, with a 30 day share price return of 12.45% and a year to date gain of 3.95%, while the 3 year total shareholder return of 51.44% points to stronger longer term momentum. If you are interested in how connectivity and infrastructure themes play out beyond Verizon, it could be worth reviewing our screener of AI infrastructure related stocks. You can start with 52 AI infrastructure stocks. After a strong 3 year total shareholder return and a recent pullback, Verizon Communications sits at an interesting crossroads. Is most of the easy upside already reflected in the price, or does the current valuation still leave meaningful room ahead? Most Popular Narrative: 16.6% Undervalued Compared with Verizon Communications’ last close at $42.12, the most followed narrative pegs fair value at $50.50, which frames the current pullback in a different light. Verizon, for instance, had been on my wish list for a very long time, but I kept putting it off due to conflicting reports about the company. At the time (2023), I was able to buy it for approximately $31. Eventually, I did purchase it this week (May 5, 2026) at $47.50 because the company is showing strong figures, including for the coming years. I bought a very small batch, 5 shares. And yes, the psychology of the stock market: if I buy, it