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telecom: Archive
Verizon Shares Rise 20.6% in Three Months: How to Play the Stock
by Aritra Chatterjee
VZ rides fiber growth, Frontier deal and bundling push to drive gains, but rising costs, fierce telecom competition and heavy spending weigh on margins.
TPositive Net Change VZPositive Net Change TMUSPositive Net Change
communications tech-stocks telecom
Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
by Supriyo Bose
Arista's 2026-27 EPS estimates jump as Arista 2.0 and cloud demand lift momentum, but depleting margins and costs keep risk in focus.
CSCONegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications iot saas tech-stocks telecom
AT&T Shares Rise 6.9% in Six Months: How to Play the Stock?
by Aritra Chatterjee
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.
TPositive Net Change VZPositive Net Change TMUSPositive Net Change
communications tech-stocks telecom
Qualcomm Declines 25.5% in Past 3 Months: Should Investors Worry?
by Supriyo Bose
QCOM stock sinks 25.5% in three months as margin pressure, China risks and weak handset demand cloud near-term growth outlook.
QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change
artificial-intelligence communications iot mobile tech-stocks telecom
What Comtech Does and Why Its Mix Shift Matters to Investors
by Supriyo Bose
CMTL shifts toward higher-margin satellite platforms and NG911 software, boosting margins despite lower sales as backlog and modem ramps set up key tests.
AVNWNegative Net Change CMTLPositive Net Change CLFDNegative Net Change
communications iot tech-stocks telecom
Comtech 2026 Watchlist for Investors: EDIM, Modems, and NG911 Cloud
by Supriyo Bose
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.
AVNWNegative Net Change CMTLPositive Net Change CLFDNegative Net Change
communications iot tech-stocks telecom
Is CMTL Stock a Buy at 0.2x Sales? A Deep Dive at Catalysts and Risks
by Supriyo Bose
Comtech trades near 0.2x sales, but execution on modem ramps, backlog conversion and cash flow will determine if its margin recovery story holds.
AVNWNegative Net Change CMTLPositive Net Change CLFDNegative Net Change
communications tech-stocks telecom valuation
AT&T vs. Verizon: Which Telecom Stock Has Better Upside Now?
by Supriyo Bose
T vs. VZ: 5G growth, fiber expansion, and valuation tilt the edge. See which telecom stock offers better upside now.
TPositive Net Change VZPositive Net Change TMUSPositive Net Change
communications iot mobile tech-stocks telecom
ASTS vs. VSAT: Which Satellite Stock is the Better Buy Today?
by Supriyo Bose
Viasat emerges stronger than AST SpaceMobile on valuation, growth stability and performance, making it the more compelling satellite stock pick now.
TPositive Net Change VZPositive Net Change VSATPositive Net Change ASTSNegative Net Change
artificial-intelligence communications iot mobile tech-stocks telecom
Corning vs. Qualcomm: Which 5G Enabler Stock is the Better Buy Now?
by Supriyo Bose
A fiber-driven growth, AI demand and stronger estimates position GLW ahead of QCOM despite valuation gaps.
INTCNegative Net Change QCOMPositive Net Change NVDAPositive Net Change GLWNegative Net Change AVGONegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks telecom