Back to top

communications: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Merck, The Southern, Lumentum and Peoples Bancorp of North Carolina

Merck, Southern Company, Lumentum and Peoples Bancorp of North Carolina are highlighted for growth drivers, performance and key risks.

SONegative Net Change MRKPositive Net Change LITEPositive Net Change PEBKNegative Net Change

Supriyo Bose

ASM International Rides on AI-Driven Semiconductor Boom: Worth a Buy?

ASMIY rides AI-driven chip spending with ALD leadership and growth in memory, packaging and services.

ASMLPositive Net Change AMATPositive Net Change ASMIYPositive Net Change

Supriyo Bose

Can KULR Benefit From Key Expertise in the Expanding Drone Market?

KULR bets on drones with its KULR ONE Air battery platform and a new military prototype deal aimed at longer flight times and safer missions.

LSCCPositive Net Change DIODPositive Net Change KULRPositive Net Change

Zacks Equity Research

Can Arista's Advanced Networking Platform Meet the Growing AI Demand?

ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.

CSCOPositive Net Change NVDAPositive Net Change ANETPositive Net Change

Zacks Equity Research

Anterix Records Narrower-Than-Expected Q4 Loss on Solid Revenue Growth

ATEX posts Q4 fiscal 2026 beats as revenues jump 41% on spectrum agreement gains and 900 MHz monetization, lifting GAAP profit.

CLSPositive Net Change MPWRPositive Net Change SIMOPositive Net Change ATEXPositive Net Change

Aritra Chatterjee

Can T-Mobile Sustain Its Strong Customer Growth Momentum?

TMUS is expanding its wireless and broadband customer base, raising its 2026 guidance as ARPA rises and gains in 5G and broadband continue amid intense telecom competition.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Aritra Chatterjee

CLS Benefits From Strong Cash Flow Growth: More Upside Ahead?

CLS is benefiting from strong cash flow growth and AI-driven demand, highlighting key trends that could support future performance.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Nalak Das

Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks

Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.

GLWPositive Net Change MRVLPositive Net Change COHRPositive Net Change MTSIPositive Net Change LITEPositive Net Change

Mark Vickery

Top Research Reports for Merck, Southern Company & Lumentum

Merck, Southern Company and Lumentum lead Zacks' featured research reports as growth drivers, expansion plans and key risks shape outlooks.

SONegative Net Change MRKPositive Net Change LAMRPositive Net Change WWDPositive Net Change STRLPositive Net Change LITEPositive Net Change PEBKNegative Net Change AATCPositive Net Change

Zacks Equity Research

LSCC Rides on Strong AI-Related Demand: Will the Uptrend Persist?

Lattice Semiconductor is riding strong AI infrastructure demand, expanding partnerships and acquisitions as revenue surges and backlog stretches into 2027.

INTCPositive Net Change CLSPositive Net Change LSCCPositive Net Change