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communications: Archive

Aritra Chatterjee

ANET Falls 21.2% in a Month: Is This Now a Buying Opportunity?

Arista Networks has fallen 21.2% despite surging revenues and AI growth prospects. Is the dip a buying opportunity, or do valuation and execution risks loom?

ANETPositive Net Change CSCONegative Net Change NVDAPositive Net Change

Zacks Equity Research

Can SPCX's Tie-Up With QCOM Strengthen Its Position in the 5G Market?

SpaceX partners with Qualcomm to build Starlink Mobile???s nationwide 5G network, with deployment starting in 2027 and plans for future AI-native 6G technology.

SPCXPositive Net Change QCOMPositive Net Change TNegative Net Change VZNegative Net Change

Zacks Equity Research

Amphenol and Lindsay have been highlighted as Zacks Bull and Bear of the Day

Amphenol's record sales, surging AI-related demand and rising earnings outlook make it a standout, while Lindsay faces declining earnings and weakening farm equipment demand.

TNegative Net Change VZNegative Net Change APHPositive Net Change LNNNegative Net Change TMUSPositive Net Change

Aritra Chatterjee

AT&T Stock Falls 11.8% in a Year: Should You Buy the Dip?

AT&T stock has declined 11.8% in a year despite strong fiber and wireless growth. Can its attractive valuation offset rising debt and competitive pressures?

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

Ciena Eyes 30% Revenue Growth in FY27: Can Strong Demand Sustain It?

CIEN expects at least 30% revenue growth in fiscal 2027, fueled by AI infrastructure demand, surging optical networking orders and a rapidly expanding backlog.

CIENPositive Net Change CSCONegative Net Change GLWPositive Net Change

Supriyo Bose

3 Communication Stocks Poised to Tide Over Industry Challenges

The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite several headwinds. CHT, LBTYA and VIVHY are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.

LBTYAPositive Net Change CHTPositive Net Change VIVHYNegative Net Change

Supriyo Bose

What Makes Jabil a Buy Despite the Recent Stock Price Slump?

Despite a 30.7% stock price slump, JBL's AI-driven growth opportunities, diversified operations and rising earnings estimates bolster its long-term outlook.

JBLPositive Net Change INTCPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Shrabana Mukherjee

Dycom M&A Strategy Accelerates: Can It Expand Beyond Core Fiber?

DY's acquisitions are fueling expansion into data centers and electrical infrastructure beyond fiber, but can rising debt and integration risks slow growth?

DYPositive Net Change PWRPositive Net Change MTZPositive Net Change

Zacks Equity Research

Can Verizon's 5G Expansion in the 2026 NFL Season Drive Future Growth?

VZ is expanding its NFL partnership with advanced 5G and private wireless technology to enhance stadium operations, official communications and fan connectivity in 2026.

VZNegative Net Change TNegative Net Change TMUSPositive Net Change

Aritra Chatterjee

SANM Q4 Earnings Coming Up: How Should You Play the Stock?

Sanmina gears up for Q4 fiscal 2026 earnings as AI infrastructure demand, ZT Systems integration and rising estimates shape its growth outlook. Is SANM a buy?

SANMPositive Net Change FLEXPositive Net Change CLSPositive Net Change