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communications: Archive

Aritra Chatterjee

CLFD vs. COMM: Which Fiber Infrastructure Stock is a Better Buy Now?

Clearfield and CommScope ramp up innovation as demand for fiber broadband surges. Who stands to gain more in this race?

GLWNegative Net Change COMMPositive Net Change CLFDNegative Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Aritra Chatterjee

Comcast vs. Verizon: Which Telecom Stock is a Better Buy Right Now?

CMCSA and VZ ramp up broadband and pricing strategies as competition heats up in the telecom sector.

TPositive Net Change VZPositive Net Change CMCSAPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Deutsche Telekom, Telefonica and Telenor

DTEGY, TEF, and TELNY ride 5G, fiber, and cloud infrastructure momentum as demand for seamless connectivity expands.

TEFPositive Net Change DTEGYNegative Net Change TELNYPositive Net Change

Supriyo Bose

2 Communication Stocks Likely to Tide Over Industry Challenges

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks.

ATEXPositive Net Change BANDNegative Net Change

Aritra Chatterjee

AT&T & Charter: Which Stock is a Smart Investment Right Now?

CHTR's bullish estimates, rural expansion plans, and attractive valuation may give it an edge over T in fiber broadband domain.

TPositive Net Change VZPositive Net Change CHTRPositive Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on?

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over high-flying ASTS.

TPositive Net Change VZPositive Net Change IRDMPositive Net Change ASTSNegative Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCONegative Net Change ANETPositive Net Change

Zacks Equity Research

Cisco's Strong Portfolio Aids Product Revenues: A Sign of More Upside?

CSCO's product revenues rise 15% in the fiscal third quarter, fueled by AI innovation and rising security and observability demand.

CSCONegative Net Change FTNTNegative Net Change

Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change SANMNegative Net Change

Shreya Majumder

BB's Secure Comms Gains Traction: Will This Fuel a Turnaround?

BlackBerry's Secure Communications unit gains traction with global clients, but political uncertainty clouds near-term prospects.

FTNTNegative Net Change BBNo Net Change CRWDNegative Net Change

Zacks Equity Research

Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?

Strong datacom demand from hyperscalers and chipmakers pushes APH's Q1 segment revenues up 91%, with orders climbing 58% year over year.

APHNegative Net Change TELNegative Net Change COMMPositive Net Change

Zacks Equity Research

Verizon Gains Momentum in the Wireless Vertical: Will it Persist?

VZ gains wireless traction with 5G Ultra-Wideband expansion and faster speeds, but earnings estimates slip slightly.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

3 Communication Stocks Poised to Ride on Sector Strength

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TELNY, DTEGY and TEF are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

DTEGYNegative Net Change TEFPositive Net Change TELNYPositive Net Change

Brian Bolan

Bear Of The Day: Ciena (CIEN)

This company recently missed earnings and as a result, estimates have dropped.

CIENNegative Net Change

Zacks Equity Research

Netflix Eyes EMEA Expansion With Euro 1B Investment Plan in Spain

NFLX boosts its global push with a Euro 1B investment in Spain, anchoring its EMEA strategy amid rising streaming rivalry.

AMZNNegative Net Change NFLXNegative Net Change DISPositive Net Change

Aniruddha Ganguly

Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDANegative Net Change EXTRNegative Net Change ANETPositive Net Change

Zacks Equity Research

Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?

INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.

INTCNegative Net Change AMDNegative Net Change ARMNegative Net Change

Zacks Equity Research

T Accelerates Fiber Network Expansion: Will it Boost Competitive Edge?

T hits 30M fiber locations ahead of schedule, fueling growth plans and intensifying the broadband race with rivals.

TPositive Net Change VZPositive Net Change CHTRPositive Net Change

Supriyo Bose

Qualcomm to Expand Into Data Centers With Alphawave Semi Buyout

QCOM will acquire Alphawave Semi for $2.4B, expanding into data centers and AI with high-performance chiplets.

INTCNegative Net Change QCOMNegative Net Change AMDNegative Net Change

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 UNegative 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.

BANegative Net Change JNJPositive Net Change TMUSPositive Net Change FRAFPositive 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 ONDSPositive 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.

IDTNegative 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.

GLWNegative Net Change COMMPositive Net Change CLFDNegative Net Change