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Zacks Equity Research

The Zacks Analyst Blog Highlights Ciena, Lumentum and Corning

Ciena is riding surging AI-driven network demand, posting strong growth and raising its outlook as cloud and data center spending accelerates.

CIENNegative Net Change GLWNegative Net Change LITENegative Net Change

Aritra Chatterjee

AST Spacemobile Rises 101.7% in Six Months: How to Play the Stock?

ASTS has surged 101.7% in six months on satellite milestones and telecom ties, but rising competition, costs, and rich valuation test its rally.

VSATPositive Net Change GSATNegative Net Change ASTSPositive Net Change

Supriyo Bose

Are Rising Earnings Estimates a Solid Reason to Bet on COMM Stock?

Commscope jumps 241.7% in a year as estimate revisions, portfolio reshuffling and network convergence drive momentum.

COMMPositive Net Change BANDNegative Net Change ATEXPositive Net Change

Arijit Sarkar

Can AT&T's 5G Connectivity in Mitsubishi SUV Drive Future Profits?

T brings ultra-fast 5G to Mitsubishi Outlander, powering in-car Wi-Fi, real-time updates, and seamless infotainment without a smartphone.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Nalak Das

Buy 3 Communication Components Stocks Flying High on Massive AI Boom

CIEN, LITE and GLW lead the Communication Components group riding on surging AI-driven network demand.

CIENNegative Net Change NVDANegative Net Change GLWNegative Net Change LITENegative Net Change

Aniruddha Ganguly

New Wi-Fi 8 Expands AVGO's Connectivity Portfolio: What's Ahead?

Broadcom launches next-gen Wi-Fi 8 platform and APU to power AI-era connectivity.

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Zacks Equity Research

Do Options Traders Know Something About Keysight Stock We Don't?

Investors need to pay close attention to KEYS stock based on the movements in the options market lately.

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Aritra Chatterjee

INTC Rolls Out Core Ultra Series 3 Chips: Will it Boost Prospects?

Intel rolls out Core Ultra Series 3 chips built on 18A, targeting AI PCs and edge AI with major gains in performance, graphics and battery life.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Aritra Chatterjee

Corning Outperforms Tech Sector in 6 Months: Should You Invest?

GLW shares beat the tech sector over six months as AI data centers, consumer electronics and solar fuel growth despite execution risks.

APHNegative Net Change GLWNegative Net Change COMMPositive Net Change

Nalak Das

5 Momentum Stocks to Buy for January After a Mixed December

January momentum looks intact as HOOD, MDB, IOT, CIEN and CNM stand out after December's mixed finish.

CIENNegative Net Change MDBNegative Net Change CNMPositive Net Change HOODNegative Net Change IOTNegative Net Change

Arijit Sarkar

Can ASTS Satellites Drive Future Defense Communication Growth?

AST SpaceMobile satellites enable direct smartphone communication for troops and responders, boosting defense connectivity in remote or disrupted areas.

VSATPositive Net Change GSATNegative Net Change ASTSPositive Net Change

Aritra Chatterjee

Celestica Stock Rises 21.6% in Three Months: Should You Invest?

CLS shares are up 21.6% in three months as AI data center demand boosts networking sales, but premium valuation and customer concentration risks remain.

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Aritra Chatterjee

Will the Hanley Energy Buyout Fuel JBL's Prospects in AI Data Center?

JBL's $725M Hanley Energy buyout boosts power management capabilities as AI data centers demand more energy and optimization to strengthen its role in the AI hardware supply chain.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Nalak Das

Buy 5 High-Flying Old Economy Stocks of 2025 for Solid Near-Term Gains

Old-economy stocks WFC, MTZ, CW, LDOS and PH have surged over 30% in the past month, turning the AI rally into a broad-based opportunity.

WFCPositive Net Change PHNegative Net Change CWNegative Net Change MTZNegative Net Change LDOSNegative Net Change

Supriyo Bose

Qualcomm Witnesses Just 8.2% Growth in Past Year: Reason to Worry?

QCOM's 8.2% stock rise trails the industry, as margin pressure, China risks and fierce chip competition weigh on growth.

QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change

Aritra Chatterjee

AT&T Declines 5% in Three Months: Should You Buy the Dip?

T shares slide 5% in three months as competition, debt and capex weigh, even as 5G, edge computing and satellite plans point to long-term growth.

TPositive Net Change VZPositive Net Change CMCSAPositive Net Change

Zacks Equity Research

Can Surging AI Cloud Orders Power Ciena's FY26 Revenue Expansion?

CIEN enters fiscal 2026 with record results as AI-driven cloud and service provider orders boost backlog and support a nearly 24% revenue growth outlook.

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Supriyo Bose

IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?

IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change CSCONegative Net Change

Supriyo Bose

Can Intel Stock Replicate Its Stellar 2025 Performance This Year?

INTC soared 84.1% in 2025, but margin pressures, trade tensions and legacy hurdles may test its 2026 momentum.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Can T-Mobile's Customer-Focused Strategy Benefit the Stock?

TMUS boosts NYC's 5G network for the holidays, ensuring fast, reliable service for residents, visitors and first responders.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Bryan Hayes

Here Are the Top-Performing S&P 500 Stocks From 2025

The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

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Supriyo Bose

Can Qualcomm Stock Benefit From a Foray Into Mid-Range AI Chips?

QCOM targets the AI PC market with a mid-range Snapdragon X chip, aiming to boost growth and stay competitive in 2026 and beyond.

INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change

Aritra Chatterjee

CLS Rides on Steady Cash Flow Growth: Will the Momentum Persist?

CLS posts rising operating and free cash flow as CCS demand and AI-driven networking lift results, while valuation climbs after a 215% stock surge.

JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Supriyo Bose

Can Corning's Fiber Optics Focus Strategy Drive Long-Term Growth?

GLW sharpens its focus on fiber optics as demand surges from AI, 5G and cloud-driven data consumption trends.

APHNegative Net Change GLWNegative Net Change COMMPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for December 31st

GLDD, CIEN and PODD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on December 31, 2025.

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