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Zacks Equity Research

GILT Wins Orders Worth $27M for Stellar Blu ESA Terminals Portfolio

Gilat lands $27M in new ESA terminal orders as its Stellar Blu platform gains traction across aviation markets.

BLKBPositive Net Change GILTNegative Net Change ACIWPositive Net Change UPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Johnson & Johnson, T-Mobile, The Boeing and Franklin Financial Services

JNJ, TMUS, BA, and FRAF show strong momentum as earnings growth, market share, and strategic moves fuel investor confidence.

BAPositive Net Change JNJNegative Net Change TMUSPositive Net Change FRAFNegative Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENPositive Net Change ONDSNegative Net Change

Zacks Equity Research

IDT Stock Gains Following Strong Q3 Earnings and Margin Expansion

IDT posts strong third-quarter fiscal 2025 results with record 37.1% gross margin and double-digit growth across NRS and Fintech segments.

IDTPositive Net Change

Zacks Equity Research

CLFD is Steadily Expanding Fiber Portfolio: Will It Boost Prospect?

Clearfield sees 151% profit jump in key segment as it targets growth from fiber demand and BEAD program.

GLWPositive Net Change COMMNegative Net Change CLFDPositive Net Change

Zacks Equity Research

QCOM Gains Traction in Automotive: Will It Deliver Sustainable Growth?

Qualcomm accelerates auto ambitions with 59% growth and fresh ADAS deals. However, growing competition remains a concern.

INTCPositive Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCONegative Net Change ANETNegative Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Aritra Chatterjee

QCOM Expands V2X Portfolio With Strategic Buyout: Is the Stock a Buy?

Qualcomm acquires Autotalks to deepen its V2X tech edge, aiming to boost smart mobility and expand its Snapdragon portfolio. Growing competition, China exposure are concerns.

INTCPositive Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

INTC Plunges 35% in the Past Year: Should You Dump the Stock?

INTC stock plunges 35% in a year as margin pressures, China risks and AI missteps cloud its turnaround efforts.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Will an Innovative Game Pipeline Drive TTWO's Net Bookings Growth?

Take-Two Interactive rides a 17% bookings surge as demand for Grand Theft Auto, NBA 2K and new titles fuels its growth outlook.

MSFTPositive Net Change TTWOPositive Net Change EAPositive Net Change

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Aritra Chatterjee

Clearfield Soars 35.5% in 3 Months: Should You Buy the Stock Now?

CLFD stock soars on innovative product rollouts, improved margin backed by cost optimization and supply chain improvements.

GLWPositive Net Change COMMNegative Net Change CLFDPositive Net Change

Zacks Equity Research

CIEN Stock Tanks 13% on Q2 Earnings Miss, AI Demand Drives Sales Y/Y

Ciena's fiscal Q2 2025 results reflect surging demand for high-speed connectivity in cloud computing and AI amid evolving tariff rates and rising costs.

CIENPositive Net Change GLWPositive Net Change VIAVPositive Net Change

Aritra Chatterjee

Will VZ's Growing Prowess in V2X Technology Boost Competitive Edge?

Verizon debuts its Edge Transportation Exchange, aiming to lead the V2X market with 5G, edge compute, and precise geolocation tech.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Mastercard, Verizon Communications, Stryker, Espey Mfg. & Electronics and Comstock Holding

MA, VZ, SYK, ESP, and CHCI show strength across sectors, with solid growth, tech advances, and strategic positioning in 2025.

MAPositive Net Change VZNegative Net Change SYKPositive Net Change ESPNegative Net Change CHCIPositive Net Change

Aritra Chatterjee

AT&T Unveils Tailored Plan for 55+: Will it Drive Customer Growth?

T bets on affordability and security to compete in the 55+ segment, offering bundled wireless and Internet plan.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Supriyo Bose

Beat the Market Blues With These Leading Cloud Computing Stocks

Cloud computing giants like MSFT, GOOGL, AMZN, and ANET are fueling digital transformation and investor opportunity.

AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change ANETNegative Net Change

Supriyo Bose

Will the Launch of watsonx AI Labs Be a Game Changer for IBM?

IBM opens watsonx AI Labs in NYC to co-create enterprise AI with startups and scale-ups, boosting its AI innovation push.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Arista Stock Surges 12.5% in 3 Months: Worth a Solid Buy?

ANET gains 12.5% in three months as strong demand, AI focus and software strength fuel investor optimism.

CSCONegative Net Change ANETNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights T-Mobile US, Verizon and Gogo

Despite industry headwinds, TMUS, VZ and GOGO are positioned to benefit from 5G growth and broadband momentum.

VZNegative Net Change TMUSPositive Net Change GOGOPositive Net Change

Zacks Equity Research

Iridium Launches Iridium Chat App to Enhance Global Off-Grid Messaging

IRDM launches Iridium Chat, a global satellite messaging app that syncs with GO! exec and works even off-grid or via Wi-Fi.

IRDMPositive Net Change ANETNegative Net Change UINegative Net Change

Aritra Chatterjee

Verizon Rises 9.6% YTD: Should You Add VZ Stock to Your Portfolio Now?

VZ rises 9.6% YTD on strong broadband gains and 5G growth, but rising capex and fierce competition pose risks.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Supriyo Bose

3 Wireless Stocks Likely to Gain Despite Industry Headwinds

TMUS, VZ and GOGO are set to ride long-term gains from 5G momentum and rising demand for wireless connectivity.

TMUSPositive Net Change VZNegative Net Change GOGOPositive Net Change

Supriyo Bose

CLS Outpaces Industry in the Past 3 Months: Reason to Buy the Stock? (Revised)

CLS surges 24.3% in 3 months, outpacing peers as AI-fueled demand lifts its data center and networking solutions.

JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change