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View the Zacks #1 Rank List
telecom: Archive
Is QCOM Stock a Buy as Auto and AI Growth Offset Handset Weakness?
by Supriyo Bose
QCOM's diversification gains momentum, but Apple exposure, handset weakness and margin pressure keep the buy case from turning decisive.
QCOMNegative Net Change AAPLNegative Net Change STLANegative Net Change
artificial-intelligence communications computers tech-stocks telecom
Qualcomm Q3 Results Put Auto Growth and Handset Weakness in Focus
by Supriyo Bose
Qualcomm's Q3 revenue beat was offset by an earnings miss as record auto growth contrasted with handset weakness and continued margin pressure.
QCOMNegative Net Change AAPLNegative Net Change NVDANegative Net Change
artificial-intelligence communications computers tech-stocks telecom
QCOM Falls 30.6% in 3 Months as Handset Risks Challenge Auto Growth
by Supriyo Bose
Qualcomm's 30.6% slide reflects handset weakness and margin pressure, even as automotive growth and data center targets broaden its revenue mix.
QCOMNegative Net Change AAPLNegative Net Change STLANegative Net Change
artificial-intelligence communications tech-stocks telecom
Is CCOI a Buy as Margins Improve but Refinancing Risks Stay High?
by Arijit Sarkar
CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.
CCOINegative Net Change VZNegative Net Change LUMNNegative Net Change
internet internet-content tech-stocks telecom
How Cogent's $225M Data Center Sale Could Reshape Its Debt Strategy
by Arijit Sarkar
Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.
CCOINegative Net Change VZNegative Net Change LUMNNegative Net Change
communications computers internet tech-stocks telecom
AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
by Supriyo Bose
IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
IBMNegative Net Change ASTSNegative Net Change TPositive Net Change MSFTNegative Net Change VZNegative Net Change
artificial-intelligence cloud-computing communications electronics iot mobile saas software tech-stocks telecom
SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?
by Supriyo Bose
Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.
LSCCNegative Net Change SIMOPositive Net Change
artificial-intelligence communications electronics iot semiconductor tech-stocks telecom
Verizon vs. Nokia: Which Telecom Stock is the Better Buy Now?
by Aritra Chatterjee
VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.
VZNegative Net Change NOKPositive Net Change ERICNegative Net Change
artificial-intelligence communications tech-stocks telecom
2 Micro-caps with Conglomerate-like Properties
by Mark Zinski
AIRT and IDT act bigger than their size.
IDTPositive Net Change AIRTPositive Net Change
aerospace small-cap telecom
Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?
by Aritra Chatterjee
VIAV's 18.2% pullback contrasts with surging revenue, earnings and margins, but weak wireless demand and dilution cloud the growth story.
VIAVNegative Net Change ADTNNegative Net Change KNNegative Net Change
communications tech-stocks telecom