Back to top

iot: Archive

Supriyo Bose

Array Digital Transitions to a Tower-Focused Business: Worth a Buy?

AD's tower-focused shift is boosting recurring revenue, with T-Mobile leases, rising colocations and spectrum monetization supporting growth.

ADNegative Net Change TMUSNegative Net Change GOGOPositive Net Change CCOINegative Net Change

Supriyo Bose

Ubiquiti Bets Big on UniFi Ecosystem: Should You Buy the Stock?

UI's expanding UniFi ecosystem, Enterprise Technology momentum and scalable operating model support growth, profitability and earnings expansion.

UIPositive Net Change CMTLNegative Net Change UMACPositive Net Change

Supriyo Bose

SKHY Likely to Gain From a Potential Intel Partnership: Worth a Buy?

SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.

SKHYPositive Net Change INTCNegative Net Change FORMPositive Net Change ASXPositive Net Change

Supriyo Bose

SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?

SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.

SMCAYPositive Net Change GRMNNegative Net Change DAKTPositive Net Change

Zacks Equity Research

Can Verizon's Latest Motorola Device Offers Drive Customer Growth?

VZ expands its Motorola lineup with device discounts, flexible upgrades, loyalty rewards and AI benefits for attracting and retaining customers.

VZNegative Net Change TNegative Net Change TMUSNegative Net Change

Supriyo Bose

Should You Bet on TMUS After Dividend Hike Amid Macro Uncertainty?

T-Mobile's 15% dividend hike, stronger cash flow, and service revenue growth bolster its case, while competition, macro pressures and $84.6B in debt pose risks.

TMUSNegative Net Change TNegative Net Change VZNegative Net Change

Supriyo Bose

Should CCOI Be in Your Portfolio After Plummeting 80.7% in a Year?

Cogent's 80.7% plunge reflects debt and cash-flow concerns, but rapid wavelength growth, expanding margins and asset sales offer signs of a potential recovery.

CCOINegative Net Change TNegative Net Change VZNegative Net Change

Zacks Equity Research

Can QCOM's Snapdragon Sound Elite Gen 2 for AI Wearables Drive Growth?

Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

QCOMNegative Net Change AAPLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Should VIAV Be in Your Portfolio After a 196.4% Gain in a Year?

VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.

VIAVPositive Net Change GLWPositive Net Change OOMANo Net Change

Supriyo Bose

Should ALNT Stock Be in Your Portfolio After a 143% Surge in a Year?

Allient's 143% one-year surge is backed by record orders, a growing backlog, margin gains and rising 2026 earnings estimates.

ALNTNegative Net Change CTSNegative Net Change FPSPositive Net Change