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Supriyo Bose

Aviat Plunges 16% in a Year: Should Investors Avoid the Stock Now?

AVNW faces margin pressure, weaker services and international sales and back-end-loaded 2027 targets as investors await stronger cash flow.

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Supriyo Bose

IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio?

InterDigital's record recurring revenues, Amazon licensing deal and raised 2026 outlook bolster its case despite a modest 5.2% one-year share gain.

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Supriyo Bose

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

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Zacks Equity Research

BB Radar Expands Asset Intelligence: New Growth Engine in the Making?

BlackBerry is positioning Radar as an Asset Intelligence Platform, with DCLI's 100,000-chassis deployment showcasing its potential beyond GPS tracking.

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Supriyo Bose

SpaceX Focuses on Compute-Renting Model: Can It Make a Comeback?

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

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Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

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Supriyo Bose

Verizon vs. SpaceX: Which Stock Has Better Growth Prospects?

VZ's 5G, broadband and fiber growth, stronger price performance and cheaper valuation make it better placed than SPCX despite slower 2026 sales growth.

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Supriyo Bose

ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds

ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.

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Supriyo Bose

Should Investors Buy ASML as AI Growth Meets a Premium Valuation?

ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.

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