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communications: Archive

Mark Vickery

Top Analyst Reports for Palantir, GE Aerospace & Verizon

PLTR, GE and Verizon headline Zacks' top analyst reports as AI, aerospace demand and broadband growth drive investor focus.

GENegative Net Change VZPositive Net Change DTENegative Net Change FMXPositive Net Change APPositive Net Change FTNTPositive Net Change MLPNegative Net Change PLTRPositive Net Change

Zacks Equity Research

HubSpot Beats Q1 Earnings Estimates on Multi-Hub Customer Growth

HubSpot beats Q1 estimates as AI monetization, enterprise traction and multi-hub adoption fueled strong revenue and profit growth.

ADIPositive Net Change WDAYNegative Net Change KEYSPositive Net Change HUBSNegative Net Change

Supriyo Bose

Jabil Rides on AI Infrastructure Focus: Reason to Bet on the Stock?

JBL ramps AI server, liquid-cooling and silicon photonics production, backing it with a $500M U.S. expansion to meet data-center demand.

INTCPositive Net Change JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change

Zacks Equity Research

Optimum Communications Q1 Earnings Beat Estimates on Cost Discipline

OPTU narrows its Q1 loss and expands margins despite broadband subscriber declines, while mobile growth hit a six-year quarterly high.

ADIPositive Net Change WDAYNegative Net Change KEYSPositive Net Change OPTUNegative Net Change

Zacks Equity Research

Motorola Beats Q1 Earnings Estimates on Strong Top-Line Growth

MSI beats Q1 estimates as software, video security and MCN demand lift revenues 7% and drives record orders and backlog growth.

ADIPositive Net Change MSINegative Net Change WDAYNegative Net Change KEYSPositive Net Change

Supriyo Bose

CLS' Raised Outlook Oozes Confidence: Reason to Bet on the Stock?

CLS boosts 2026 outlook to $19B revenue and $10.15 EPS as AI demand fuels its compute, networking and new data center products.

JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change

Zacks Equity Research

BCE Q1 Earnings Beat Estimates, Slip Y/Y Despite Revenue Growth

BCE Q1 2026 revenue rose 4% on Bell CTS U.S./Ziply and Media, while adjusted EPS fell and postpaid adds rebounded to 16,947. Free cash flow rose despite capex.

VZPositive Net Change RCIPositive Net Change BCENegative Net Change LUMNPositive Net Change

Aritra Chatterjee

Monolithic Stock Rises 158.2% in the Past Year: How to Play the Stock

MPWR gains from AI infrastructure demand and automotive expansion, but premium valuation and semiconductor industry risks may temper upside.

ADIPositive Net Change MCHPNegative Net Change MPWRPositive Net Change

Supriyo Bose

Nokia Surges 162.2% in the Past Year: Reason to Bet on the Stock?

NOK surged 162% in a year as 5G wins, AirScale and O-RAN traction build, but margin woes and soft end markets test the rally.

ERICPositive Net Change NOKPositive Net Change CMTLPositive Net Change

Zacks Equity Research

CRUS Q4 Earnings & Sales Top, Up Y/Y as Diversification Gains Momentum

Cirrus Logic beat fiscal Q4 2026 EPS estimates as smartphone demand, PC growth and expansion into new silicon categories fueled fiscal 2026 revenue growth.

BMINegative Net Change STPositive Net Change CRUSNegative Net Change FTVNegative Net Change