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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.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive 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 BANDNo Net Change ATEXNegative Net Change

Supriyo Bose

2 Communication Stocks Likely to Gain From Strong Industry Prospects

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

IHSPositive Net Change ATEXNegative Net Change