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Supriyo Bose

HubSpot Pivoting Toward Margin Expansion: Is the Growth Sustainable?

HUBS pivots to margin expansion as enterprise deals, multi-product adoption and cost discipline drive a path toward ~20% operating margins by 2026.

CRMNegative Net Change ADBEPositive Net Change HUBSPositive Net Change

Supriyo Bose

Celestica Focuses on Margin Expansion: Can it Sustain This Momentum?

CLS drives margin expansion through AI, cloud and high-value hardware. Can its shift to complex solutions sustain rising profitability?

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

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.

AVNWPositive Net Change CMTLPositive Net Change CLFDPositive Net Change

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.

AVNWPositive Net Change CMTLPositive Net Change CLFDPositive Net Change

Supriyo Bose

3 Momentum Anomaly Stocks to Buy as Mixed Signals Cloud Iran War End

MU, CRDO and VET emerge as momentum picks as Iran war uncertainty rattles markets, with strong yearly gains despite sharp recent pullbacks.

MUPositive Net Change VETPositive Net Change CRDOPositive Net Change

Supriyo Bose

2 Instruments Stocks Set to Ride on Energy-Efficient Industrial Thrust

The increasing adoption of industrial automation, focus on higher energy efficiency and optimal resource utilization should drive the Zacks Instruments - Control industry. ST and THR are well-positioned to gain from the evolving market dynamics.

STPositive Net Change THRNegative Net Change

Zacks Equity Research

Can Qualcomm's Advanced AI Camera for Security & IoT Drive Profits?

QCOM powers a shift to AI-driven smart cameras, enabling real-time insights, scalable management and smarter security across industries.

ADIPositive Net Change QCOMNegative Net Change NXPIPositive Net Change

Zacks Equity Research

AT&T Teams Up With TGL for Seamless Coverage: Can it Aid Shares?

T powers The Golf League with advanced connectivity, delivering seamless gameplay, live broadcasts and fan engagement at the SoFi Center.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change

Supriyo Bose

ASTS Gearing Up for BlueBird 7 Launch: Can it Drive its Growth Engine?

AST SpaceMobile eyes BlueBird 7 launch as a key catalyst to advance its space-based mobile network and strengthen its position in direct-to-device broadband.

VSATNegative Net Change IRDMNegative Net Change ASTSPositive Net Change