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SA Asks: Should Verizon pursue an M&A deal?

businessinsider
Aug 2, 2026 at 04:16 PM

Seeking Alpha analysts debate Verizon's potential M&A strategy amid reports of selling wireless assets. The Alpha Analyst suggests a wholesale network rental deal with SpaceX rather than a sale to avoid poor pricing and regulatory hurdles. Ragmar Rikberg opposes major deals due to recent debt from the Frontier acquisition, though smaller synergistic deals remain possible. Dividend Collection Agency supports a partnership or M&A to unlock shareholder value and compete with T-Mobile's existing SpaceX ties.

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