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communications: Archive

Mark Vickery

Top Research Reports for Merck, Southern Company & Lumentum

Merck, Southern Company and Lumentum lead Zacks' featured research reports as growth drivers, expansion plans and key risks shape outlooks.

SOPositive Net Change MRKNegative Net Change LAMRPositive Net Change WWDNegative Net Change STRLNegative Net Change LITEPositive Net Change PEBKNegative Net Change AATCNegative Net Change

Zacks Equity Research

LSCC Rides on Strong AI-Related Demand: Will the Uptrend Persist?

Lattice Semiconductor is riding strong AI infrastructure demand, expanding partnerships and acquisitions as revenue surges and backlog stretches into 2027.

INTCNegative Net Change CLSNegative Net Change LSCCNegative Net Change

Aritra Chatterjee

VZ vs. ASTS: Which Connectivity Stock is the Better Buy?

Verizon and AST SpaceMobile are pursuing different connectivity strategies as broadband expansion, satellite launches and estimates shape comparisons.

VZPositive Net Change VSATNegative Net Change ASTSNegative Net Change

Kaibalya Pravo Dey

Amphenol Looks Pricey at 30X P/E, Yet Nearly Priceless: Buy or Wait?

APH trades near 30X earnings, but AI demand, record orders and rising estimates continue to support its premium valuation.

APHNegative Net Change BDCNegative Net Change TELNegative Net Change

Zacks Equity Research

Can AST SpaceMobile's Upcoming Satellite Launch Advance Connectivity?

ASTS has set June 17, 2026, Falcon 9 launch to deploy BlueBird 8 to 10, scaling its direct-to-smartphone space cellular broadband network.

VSATNegative Net Change GSATNegative Net Change ASTSNegative Net Change

Supriyo Bose

AT&T vs. T-Mobile: Which Communications Stock is the Smarter Buy?

T's fiber expansion, improving 2026 outlook and cheaper valuation tip the smarter-buy case over TMUS.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACNegative Net Change CAMTNegative Net Change NVMINegative Net Change ONTONegative Net Change

Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change CLSNegative Net Change SANMNegative Net Change

Shivangi Deora

Will AT&T and SpaceX Agreements Reshape EchoStar's Future?

SATS targets about $44.65B in transactions with AT&T and SpaceX to monetize spectrum, reduce debt and expand wireless offerings.

SATSNegative Net Change IRDMPositive Net Change GILTNegative Net Change

Zacks Equity Research

Can Verizon's Fiber Expansion Strategy Benefit From Rising AI Demand?

VZ is expanding its fiber footprint following the Frontier acquisition, positioning itself to benefit from growing AI, cloud computing and data center connectivity demand.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change