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Zacks Equity Research

Can Ericsson's Network Enhancement Deal With SoftBank Aid Its Shares?

ERIC deepens SoftBank partnership with a long-term deal to deploy cloud-native 5G Core, boosting Japan???s 5G shift and telecom network performance.

ERICPositive Net Change NOKNegative Net Change CSCOPositive Net Change NVDANegative Net Change

Zacks Equity Research

Can AT&T's Digital Learning Thrust Boost Its CSR Initiatives?

T boosts K-12 digital learning in California with $525K, laptops and safe online STEM and coding programs.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

Can Silicon Motion's Automotive Storage Solutions Fuel Future Profits?

SIMO powers next-generation vehicles with high-performance automotive SSDs and flash solutions for ADAS, AI and in-vehicle systems.

WDCNegative Net Change MUNegative Net Change SIMONegative Net Change

Supriyo Bose

HubSpot Pivoting Toward Margin Expansion: Is the Growth Sustainable?

HUBS pivots to margin expansion as enterprise deals, multi-product adoption and cost discipline drive a path toward ~20% operating margins by 2026.

CRMPositive Net Change ADBEPositive Net Change HUBSPositive Net Change

Supriyo Bose

Celestica Focuses on Margin Expansion: Can it Sustain This Momentum?

CLS drives margin expansion through AI, cloud and high-value hardware. Can its shift to complex solutions sustain rising profitability?

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Supriyo Bose

What Comtech Does and Why Its Mix Shift Matters to Investors

CMTL shifts toward higher-margin satellite platforms and NG911 software, boosting margins despite lower sales as backlog and modem ramps set up key tests.

AVNWPositive Net Change CMTLPositive Net Change CLFDNegative Net Change

Supriyo Bose

Comtech 2026 Watchlist for Investors: EDIM, Modems, and NG911 Cloud

CMTL's 2026 watch hinges on EDIM deliveries, modem ramps, and NG911 cloud momentum as execution and backlog conversion drive margin and cash flow progress.

AVNWPositive Net Change CMTLPositive Net Change CLFDNegative Net Change

Supriyo Bose

3 Momentum Anomaly Stocks to Buy as Mixed Signals Cloud Iran War End

MU, CRDO and VET emerge as momentum picks as Iran war uncertainty rattles markets, with strong yearly gains despite sharp recent pullbacks.

MUNegative Net Change VETPositive Net Change CRDONegative Net Change

Supriyo Bose

2 Instruments Stocks Set to Ride on Energy-Efficient Industrial Thrust

The increasing adoption of industrial automation, focus on higher energy efficiency and optimal resource utilization should drive the Zacks Instruments - Control industry. ST and THR are well-positioned to gain from the evolving market dynamics.

STNegative Net Change THRNegative Net Change