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communications: Archive

Zacks Equity Research

Arista Benefits From AI Networking Surge: Will Momentum Persist?

ANET is riding surging AI networking demand as Etherlink customers top 100 and diverse AI architectures expand its opportunity.

ANETNegative Net Change CSCONegative Net Change HPENegative Net Change

Arijit Sarkar

How Cogent's $225M Data Center Sale Could Reshape Its Debt Strategy

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOIPositive Net Change VZPositive Net Change LUMNNo Net Change

Arijit Sarkar

CCOI Surges 14% in a Week as Earnings Improve but Risks Persist

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

CCOIPositive Net Change VZPositive Net Change LUMNNo Net Change

Zacks Equity Research

Keysight Q3 Earnings Beat Estimates, Revenues Up Y/Y on Solid Demand

KEYS delivered a strong fiscal Q3, with revenues and earnings beating estimates, supported by demand for AI infrastructure and connectivity.

KEYSNegative Net Change AMZNPositive Net Change TXNNegative Net Change SIMONegative Net Change

Supriyo Bose

SpaceX Focuses on AI Monetization Effort: Can It Help Spur Growth?

SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.

SPCXNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Bandwidth and Anterix

Bandwidth and Anterix stand to benefit from fiber, 5G, IoT and cloud trends as communication infrastructure demand expands.

BANDNegative Net Change ATEXNegative Net Change

Mark Vickery

Top Analyst Reports for Visa, Lam Research & Caterpillar

Visa's payments growth, Lam Research's AI-driven demand and Caterpillar's broad market momentum headline today's top analyst reports.

VPositive Net Change CATNegative Net Change LRCXNegative Net Change ALLNegative Net Change HMCNegative Net Change INSMPositive Net Change QEPCPositive Net Change ATGNNegative Net Change

Aritra Chatterjee

Will Strong Traction in AI Infrastructure Drive CLS's Revenue Growth?

CLS is seeing strong AI infrastructure demand, with AI compute, networking and custom rack systems poised to drive revenue growth.

CLSNegative Net Change JBLNegative Net Change FLEXNegative Net Change

Zacks Equity Research

BK Technologies Stock Slips Post Q2 Earnings Despite Revenue Growth

BKTI's second-quarter 2026 revenue growth and gross-margin gains are offset by higher spending and taxes, while new radio and software launches remain in focus.

BKTINegative Net Change

Zacks Equity Research

Can Corning's Next-Generation Glass Innovations Propel Its Shares?

GLW's innovative glass portfolio spans Gorilla Glass, advanced display glass and specialty materials, positioning it to meet the growing tech demand.

GLWNegative Net Change ASGLYNegative Net Change OLEDPositive Net Change