---
title: "Research Alert: CFRA Lowers Opinion On Ribbon Communications Inc. To Hold From Buy"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275652451.md"
description: "CFRA has downgraded Ribbon Communications Inc. from Buy to Hold, lowering the 12-month target price to $2.50 due to a slower growth outlook. The 2026 EPS estimate is reduced by $0.21 to $0.14, with 2027's set at $0.25. The company faces macroeconomic uncertainties affecting its outlook, including investment shifts and project delays, which impacted Q4 2025 revenue. Restructuring at major customers and within Ribbon has also contributed to delays and reduced business velocity."
datetime: "2026-02-11T20:00:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275652451.md)
  - [en](https://longbridge.com/en/news/275652451.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275652451.md)
---

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# Research Alert: CFRA Lowers Opinion On Ribbon Communications Inc. To Hold From Buy

03:00 PM EST, 02/11/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We trim our 12-month target price by $3 to $2.50, 17.9x our 2026 EPS estimate, a discount to its 10-year historical average multiple at 20.2x, reflecting our slower growth outlook. We lower our 2026 EPS estimate by $0.21 to $0.14 and set 2027's at $0.25. The company expressed caution regarding its 2026 outlook due to macroeconomic uncertainties, including shifts in investment priorities at U.S. service providers, sustainability of Indian capex intensity, and timing of U.S. federal spending and subsidy programs. Revenue for the fourth quarter of 2025 was below expectations, impacted by customer and project delays. These delays were tied to implementation slowdowns and budget availability issues, pushing revenue recognition to future quarters rather than lost business entirely. There was mention of restructuring at major customers (e.g., Verizon) and within Ribbon itself, leading to delays and near-term impacts on business velocity and expense reductions.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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