telecom

While Integrated Device Technology Inc (NASDAQ: IDTI) is exposed to multiple diverse product cycles in memory interface, the company's exposure to the volatile communications market could limit upside, according to Bank of America Merrill Lynch.  The Analyst BofA's Vivek Arya...

Despite positives such as better North American service provider spending and longer-term upside arising from technology transitions, Morgan Stanley prefers to stay on the sidelines of the telecom stock Commscope Holding Company Inc (NASDAQ: COMM). The Analyst Analyst Meta Marshall...

Telefonaktiebolaget LM Ericsson (NASDAQ: ERIC) reported first-quarter results Friday that turned Charter Equity bullish on the stock. The Analyst Charter Equity Research's Edward Snyder upgraded Ericsson's stock rating from Market Perform to Buy. The Thesis Ericsson reported a...

Telecom equipment provider ADTRAN, Inc. (NASDAQ: ADTN) issued a "weak" guidance first-quarter print Tuesday, according to Argus, prompting a downgrade from the research firm.  The Analyst Argus analyst Jim Kelleher downgraded Adtran from Buy to Hold with no assigned price...

The on-again, off-again merger talks between Sprint Corp (NYSE: S) and T-Mobile Us Inc (NASDAQ: TMUS) are back on again, according to The Wall Street Journal — which prompted Macquarie Capital to drop its bearish stance on the stock. The Analyst Macquarie's Amy Yong upgraded Sprint...

Shares of Liberty Global plc - Class A Ordinary Shares (NASDAQ: LBTYA) have lost 8 percent since the start of 2018, but investors have good reasons to drop their "notoriously cautious stance" on the stock, according to Bernstein.  The Analyst Bernstein's Dhananjay Mirchandani...

Finisar Corporation (NASDAQ: FNSR) reported fiscal third-quarter results after the close Thursday, earning 20 cents per share on revenue of $332.403 million against Wall Street expectations of 23 cents per share and $333.2 million. The optical communications company guided its fiscal fourth-...

The optical space boasts multiple demand drivers from facial recognition, telecom companies looking to expand bandwidth, and the industrial/semicap sectors requiring optical products, Morgan Stanley says. But at the same time the optical space has been challenged by fragmentation, a highly...

Acacia Communications, Inc. (NASDAQ: ACIA) reported fourth-quarter results Thursday, with the top and bottom lines falling short of expectations on weakness in the optical telecom company's three end markets.  The Analyst Morgan Stanley's Meta Marshall maintains an Equal-weight...

Wireless carriers AT&T Inc. (NYSE: T), Verizon Communications Inc. (NYSE: VZ), Sprint Corp (NYSE: S) and T-Mobile US Inc (NASDAQ: TMUS) all traded lower Monday morning by more than 1.1 percent after Axios reported the Trump administration is considering a nationalized 5G network. Height...

QUALCOMM, Inc. (NASDAQ: QCOM) announced Wednesday the signing of four MOUs with Chinese mobile communications companies that supply Qualcomm's RF front end components valued at more than $2 billion in aggregate over three years. The Chinese companies include Lenovo Group Limited (ADR) (OTC...

There telecom sector has many moving parts: new policies from the Federal Communications Commission, increasing diversity among competitors and attempts to contract the market. In this environment, DISH Network Corp (NASDAQ: DISH) is losing value, according to Morgan Stanley.  The...

Shares of ADTRAN, Inc. (NASDAQ: ADTN), a small-cap provider of networking and communications equipment, have lost more than 15 percent over the past three months. While the stock has a "heightened degree of uncertainty" and more near-term downside, according to Goldman Sachs, the firm...

Macquarie Research analysts never recommended owning Viacom, Inc. (NASDAQ: VIAB)'s stock, but the firm is taking a "tougher stance" against the company in 2018 — and the entire ad-supported media sector. The Analyst Macquarie Research's Tim Nollen downgraded Viacom ...

The National Football League's poor ratings are a reason for investors to pull back on CBS Corporation (NYSE: CBS)'s stock, according to one Wall Street analyst. The Analyst Macquarie Research's Tim Nollen downgraded CBS' stock from Outperform to Neutral with a...