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communications: Archive

Zacks Equity Research

Workday Q3 Earnings Beat Estimates on Solid Revenue Growth

WDAY posts strong fiscal Q3 results as revenue and earnings beat estimates, driven by broad industry demand, new customer wins and rising subscription backlog.

ERICPositive Net Change CLSPositive Net Change WDAYNegative Net Change COMMPositive Net Change

Supriyo Bose

Can an Extended Manufacturing Footprint Benefit AST SpaceMobile?

ASTS expands U.S. manufacturing with new Texas and Florida sites, targeting stronger innovation and satellite output.

VSATPositive Net Change IRDMNegative Net Change ASTSPositive Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, AT&T & Amgen

NVIDIA's data center gains, AT&T's wireless momentum, and Amgen's product strength headline today's standout analyst reports.

TNegative Net Change AMGNPositive Net Change EPositive Net Change NVDAPositive Net Change GMPositive Net Change LHXNegative Net Change

Zacks Equity Research

Keysight's Q4 Earnings Surpass Estimates, Revenues Rise Y/Y

KEYS posts solid fiscal Q4 beats as AI data-center demand and defense strength lift revenue and earnings momentum.

ERICPositive Net Change CLSPositive Net Change COMMPositive Net Change KEYSPositive Net Change

Supriyo Bose

AT&T vs. Verizon: Which Wireless Giant is a Better Buy Now?

T edges ahead with stronger valuation, better stock performance and strategic spectrum gains, giving it a slight lead over VZ.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Best Value Stocks to Buy for Nov. 25

FOXA and NEM made it to the Zacks Rank #1 (Strong Buy) value stocks list on Nov. 25, 2025.

NEMPositive Net Change FOXAPositive Net Change

Zacks Equity Research

ANET Gains From Solid Revenue Growth: Will the Uptrend Continue?

Arista Networks posts strong revenue growth fueled by AI networking leadership and rising demand for its Etherlink portfolio, boosting momentum.

CSCONegative Net Change ANETPositive Net Change HPEPositive Net Change

Supriyo Bose

ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?

IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.

TNegative Net Change MSFTPositive Net Change IBMNegative Net Change VZPositive Net Change ASTSPositive Net Change

Zacks Equity Research

WDAY Set to Report Q3 Results: Will Revenue Growth Boost Earnings?

WDAY readies its Q3 report with revenue gains fueled by AI-driven demand, acquisitions and new partnerships lifting expectations.

BBYPositive Net Change CPBNegative Net Change MRVLPositive Net Change WDAYNegative Net Change

Supriyo Bose

5 Stocks With High ROE to Profit as Markets Perform Erratically

TEL headlines a screen of cash-rich, high-ROE stocks as investors seek stability amid volatile markets and shifting rate-cut expectations.

AIZPositive Net Change GLWPositive Net Change TELPositive Net Change ZTOPositive Net Change VICIPositive Net Change

Shreya Majumder

Will $35M PDW Investment Boost ONDS' Next-Gen Robotics Capabilities?

Ondas' $35M push into PDW boosts autonomous defense capabilities, expands production and sets up stronger revenue momentum into 2025 and beyond.

ONDSNegative Net Change RCATPositive Net Change DPRONegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Cogent Communications, ATN International and Cambium Networks

CCOI emerges as demand for scalable networks and fast-track 5G deployment supports select wireless players despite industry pressures.

ATNINegative Net Change CCOIPositive Net Change CMBMPositive Net Change

Zacks Equity Research

KEYS Set to Report Q4 Earnings: Will Revenue Growth Boost Earnings?

Keysight gears up for fiscal Q4 results as new collaborations, product launches and acquisitions drive expectations for revenue and earnings growth.

CPBNegative Net Change MRVLPositive Net Change KEYSPositive Net Change PSTGPositive Net Change

Aritra Chatterjee

Pinterest Rides on Solid ARPU Growth: Will the Uptrend Continue?

PINS' rising ARPU across regions and expanding Gen Z user base spotlight its momentum as AI-driven personalization lifts engagement.

SNAPNegative Net Change PINSPositive Net Change RDDTNegative Net Change

Supriyo Bose

3 Wireless Stocks Likely to Thrive Against Industry Shortcomings

CCOI, ATNI and CMBM are set to ride long-term gains from 5G momentum and rising demand for wireless connectivity despite near-term headwinds.

CCOIPositive Net Change ATNINegative Net Change CMBMPositive Net Change

Shivangi Deora

Will ONDS' $23 Million Backlog Support Its 2026 Growth Target?

Ondas enters Q4 2025 with surging backlog, rapid autonomous systems momentum and expanded reach through strategic acquisitions.

ONDSNegative Net Change RCATPositive Net Change DPRONegative Net Change

Zacks Equity Research

IBM Expands AI Consulting Capabilities: Will it Drive Growth?

IBM links its AI platform with Microsoft Copilot to boost consulting efficiency, streamline workflows and tap rising AI services demand.

MSFTPositive Net Change ACNNegative Net Change IBMNegative Net Change INFYPositive Net Change

Aritra Chatterjee

Verizon Drops 6.2% in Six Months: Should You Buy the Dip?

VZ slide reflects margin and demand pressures, but rising wireless momentum and expanding fiber assets offer notable counterweights.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?

Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.

GLWPositive Net Change ANETPositive Net Change

Supriyo Bose

Qualcomm vs. Intel: Which Chip Stock is the Better Buy Now?

INTC edges out QCOM as valuation, price momentum and growth prospects give it a slight lead in the latest chip stock comparison.

INTCPositive Net Change QCOMPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Lumen and Meter Launch AI-Driven WAN-to-LAN Solution for Enterprises

LUMN's collaboration with Meter debuts a unified WAN-to-LAN solution built to simplify AI-ready enterprise connectivity and operations.

TEFPositive Net Change SWXPositive Net Change AWRNegative Net Change LUMNPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights America Movil, Telia and TIM

America Movil stands out as non-U.S. wireless players navigate margin pressures, supply-chain strains and rising demand for advanced connectivity.

AMXNegative Net Change TLSNYPositive Net Change TIMBPositive Net Change

Zacks Equity Research

Will Amphenol's Aggressive M&A Push Unlock Its Next Growth Phase?

APH's latest acquisitions, from sensors to harsh-environment connectors, show its deal strategy rapidly reshaping growth across key markets.

APHPositive Net Change BDCPositive Net Change TELPositive Net Change

Aritra Chatterjee

Celestica Expands AI Infrastructure Portfolio: Will it Fuel Revenues?

CLS' new SD6300 storage system targets soaring AI data needs with an ultra-dense design aimed at boosting performance and cost efficiency.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Supriyo Bose

3 Wireless Non-US Stocks Set to Thrive Against Industry Conundrums

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, TLSNY and TIMB are well-positioned to make the most of the demand for seamless connectivity solutions.

AMXNegative Net Change TLSNYPositive Net Change TIMBPositive Net Change