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telecom: Archive

Aritra Chatterjee

AT&T Shares Rise 6.9% in Six Months: How to Play the Stock?

T outpaces sector and S&P on subscriber gains, FirstNet deal and AI-ready network push. But heavy capex and fierce competition weigh on the outlook.

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Supriyo Bose

Qualcomm Declines 25.5% in Past 3 Months: Should Investors Worry?

QCOM stock sinks 25.5% in three months as margin pressure, China risks and weak handset demand cloud near-term growth outlook.

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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.

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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.

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Supriyo Bose

Is CMTL Stock a Buy at 0.2x Sales? A Deep Dive at Catalysts and Risks

Comtech trades near 0.2x sales, but execution on modem ramps, backlog conversion and cash flow will determine if its margin recovery story holds.

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Supriyo Bose

AT&T vs. Verizon: Which Telecom Stock Has Better Upside Now?

T vs. VZ: 5G growth, fiber expansion, and valuation tilt the edge. See which telecom stock offers better upside now.

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Supriyo Bose

ASTS vs. VSAT: Which Satellite Stock is the Better Buy Today?

Viasat emerges stronger than AST SpaceMobile on valuation, growth stability and performance, making it the more compelling satellite stock pick now.

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Supriyo Bose

Corning vs. Qualcomm: Which 5G Enabler Stock is the Better Buy Now?

A fiber-driven growth, AI demand and stronger estimates position GLW ahead of QCOM despite valuation gaps.

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Supriyo Bose

Calix One and Private Cloud: The Next Margin Inflection

CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.

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Supriyo Bose

Is CALX Stock Fairly Valued? A Neutral View and $56 Target

CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.

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