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Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Exxon Mobil, Dell and BK Technologies

Microsoft, Exxon Mobil and Dell headline Zacks' latest research with updates on AI, energy and infrastructure growth opportunities.

MSFTPositive Net Change XOMNegative Net Change DELLNegative Net Change BKTIPositive Net Change

Mark Vickery

Top Stock Reports for Microsoft, Exxon Mobil & Dell

Microsoft's AI momentum, Azure expansion and Copilot adoption drive growth, but capacity limits, competition and regulation remain key challenges.

MSFTPositive Net Change AVBNegative Net Change XOMNegative Net Change DELLNegative Net Change ATONegative Net Change LYVPositive Net Change BKTIPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Ubiquiti, Comtech Telecommunications and InterDigital

Ubiquiti, Comtech and InterDigital are highlighted as wireless equipment companies positioned to benefit from 5G, cloud and fiber network expansion despite industry headwinds.

IDCCPositive Net Change CMTLPositive Net Change UIPositive Net Change

Zacks Equity Research

Can Rising Defense Solutions Demand Boost Viasat's Growth Prospects?

VSAT's secure satellite communications, mission-critical networking and cybersecurity tools position it to benefit as defense operations depend on digital connectivity.

VSATPositive Net Change NOKPositive Net Change CMTLPositive Net Change

Zacks Equity Research

Rocket Lab's $8B Iridium Acquisition: What Lies Ahead for IRDM Stock?

RKLB's planned Iridium acquisition would create a global satellite network, L-band spectrum and subscription revenue, reshaping its space business if approved.

IRDMPositive Net Change GSATPositive Net Change SPCXNegative Net Change RKLBPositive Net Change

Rimmi Singhi

RKLB and SPCX Gain Fresh Limelight: Which One Has the Edge?

SPCX to enter Nasdaq-100, while Rocket Lab inks an $8B Iridium deal. Which space stock has the stronger long-term edge?

SPCXNegative Net Change RKLBPositive Net Change IRDMPositive Net Change

Supriyo Bose

HLIT Stock Lags Industry in the Past Year: An Opportunity to Buy?

Harmonic's broadband shift is pressuring near-term results, but DOCSIS 4.0 adoption and recurring revenues point to long-term growth.

HLITPositive Net Change CIENNegative Net Change VIAVNegative Net Change

Supriyo Bose

Vicor Surges 621% in the Past Year: Should You Buy the Stock?

VICR's 621% surge reflects rising AI power demand, proprietary technologies, IP licensing growth and manufacturing leverage supporting long-term gains.

VICRNegative Net Change CTSPositive Net Change NVTNegative Net Change

Supriyo Bose

3 Wireless Stocks Likely to Tide Over the Industry Challenges

Despite intense market volatility, solid demand for advanced networking architecture for increased broadband usage is driving the Zacks Wireless Equipment industry. UI, CMTL and IDCC are well-positioned to thrive despite the near-term challenges.

IDCCPositive Net Change CMTLPositive Net Change UIPositive Net Change

Shreya Majumder

Is BB Stock Still Worth Buying After Its Massive Fiscal 2026 Rally?

BlackBerry's turnaround is gaining traction with stronger profits, higher guidance and QNX growth, but its richer valuation raises the bar for execution.

BBNegative Net Change PANWNegative Net Change CRWDNegative Net Change