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Supriyo Bose

Should You Avoid QCOM Stock Amid Declining Estimate Revisions?

Qualcomm faces falling FY26???27 estimates, China trade pressure, softer handset demand and rising R&D costs, raising concerns about margins and near-term growth.

QCOMNegative Net Change AVGONegative Net Change HPENo Net Change

Supriyo Bose

ATEX and the New Utility Private LTE Buildout Cycle

Anterix aims to turn utility-private broadband into a long-term revenue engine after the FCC expanded the 900 MHz band, supporting larger private LTE networks.

CALXPositive Net Change IHSPositive Net Change ATEXNegative Net Change

Supriyo Bose

Is ATEX Stock a Buy After the FCC 900 MHz Expansion?

ATEX gets a boost from FCC's 900 MHz broadband expansion, but clearing progress, cash collections, and license delivery pace may drive the stock in the next year.

CALXPositive Net Change IHSPositive Net Change ATEXNegative Net Change

Supriyo Bose

Anterix Spectrum Model Explained for Utility Investors

Anterix's 900 MHz spectrum strategy targets utilities building private wireless networks, but revenue timing, clearing costs and FCC bandwidth expansion shape the outlook.

CALXPositive Net Change BANDNegative Net Change ATEXNegative Net Change