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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.

MUNegative 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.

STNegative Net Change THRPositive 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.

ADINegative Net Change QCOMNegative Net Change NXPINegative 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.

TPositive Net Change VZPositive 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.

VSATPositive Net Change IRDMPositive Net Change ASTSPositive Net Change

Supriyo Bose

Arista Focusing More on CloudEOS Edge: The Next Growth Driver?

ANET bets on CloudEOS Edge to expand beyond data centers, targeting rising multi-cloud demand with unified, low-latency networking solutions.

CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change

Zacks Equity Research

Can Verizon's Business Segment Portfolio Generate Future Profit?

VZ's business segment revenues dip amid rising costs and competition, but new 5G and enterprise solutions aim to spark growth.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

SANM Focusing More on AI Infrastructure: A Key Growth Driver?

Sanmina ramps up AI infrastructure push, boosting its role in cloud and data center buildouts amid rising demand for high-performance computing.

AMZNNegative Net Change AMDPositive Net Change MSFTPositive Net Change SANMPositive Net Change