SPDR S&P Telecom

Goldman Sachs Raises Cisco Price Target to $116, Maintains Neutral Rating

Citi Raises Cisco Target Price to $112: Earnings Beat and Surge in AI Order Forecasts

HSBC Upgrades Cisco to Buy, Raises Price Target to $137

Applied Optoelectronics Establishes $600 Million ATM Plan

CFRA Raises Cisco Systems Target Price to $125, Maintains Hold Rating

Applied Optoelectronics (NASDAQ:AAOI) Shares Drop 7.5% on Missed Earnings and Insider Selling

Cisco Unveils 2025 Fiscal Year Goals: Advancing Global Digital Transformation and AI Skills Training

Cisco Gains Supply Chain Advantage with Self-Made Chips, Multiple Institutions Raise Price Targets

Iridium to Acquire Remaining 61% of Aireon for $366.7 Million

Wells Fargo Raises Cisco Price Target to $130

Citigroup raises Cisco target price from $90 to $112

JPMorgan raises Cisco target price to $120

Cisco's Q3 2026 Fiscal Year Earnings Call Analysis

Evercore ISI Raises Cisco's Target Price to $150

KeyBanc analyst maintains buy rating on Cisco Systems

Piper Sandler raises Cisco's target price to $132

Cisco shortens pricing notice and fulfillment windows

Cisco released FY2026 9 Months earnings on May 13 After-Market EST, actual revenue USD 46.07 B, actual EPS USD 2.37

Cisco released FY2026 Q3 earnings on May 13 After-Market EST, actual revenue USD 15.84 B (forecast USD 15.56 B), actual EPS USD 0.85 (forecast USD 0.762)

Cisco Q3 Product Orders Grow by 35%

HCW Biologics

P3 Health Partners

Murano Global BV

Auddia

Super League Enterprise

Trio-Tech Int

Ernexa Therapeutics

Robostrategy

Jiade

AT&T Inc. shares fell 2.52% to $24.03 on Friday, marking the third consecutive day of losses. The stock is now 19.34% below its 52-week high of $29.79. In comparison, Netflix rose 0.09%, while Disney and Comcast saw declines of 2.56% and 1.63%, respectively. Overall, the S&P 500 and Dow Jones also experienced losses of 1.24% and 1.07%. Trading volume for AT&T was 44.1 million, surpassing its 50-day average of 39.4 million.

MarketWatch Automated

AT & T

iShares US Telecommunications

ISHRS S&P Glb Telco

Comm Servcies Select Sector SPDR

VGtelecomm

S&P 500

Dow Jones Industrial Average

Netflix

Disney

Comcast

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

Comcast - WI

AT&T Inc. Stock Underperforms Friday When Compared To Competitors

Verizon Communications Inc. (VZ) shares fell 1.47% to $46.37 on Friday, marking the third consecutive day of losses. The stock is now 10.27% below its 52-week high of $51.68. In comparison, Apple Inc. rose 0.68%, while AT&T and T-Mobile saw declines of 2.52% and 1.58%, respectively. Trading volume was 23.3 million, below the 50-day average of 25.3 million.

Verizon

Apple

T-Mobile US

Factset Research

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

Verizon Communications Inc. Stock Underperforms Friday When Compared To Competitors

TMUS

T-Mobile US Inc. (TMUS) shares fell 1.58% to $185.22 on Friday, marking the third consecutive day of losses. The stock is 29.19% below its 52-week high of $261.56. In comparison, competitors Verizon, AT&T, and Array Digital also experienced declines. The trading volume was 7.6 million, surpassing the 50-day average of 5.7 million.

Array Digital Infrastructure

US Cellular Pref Share UZE 5.5 03/01/70

US Cellular Corp Pref Share UZF 5.50 06/01/70

United States Cellular Pref Shares UZD 6.25 09/01/69

T-Mobile US Inc. Stock Underperforms Friday When Compared To Competitors

T-Mobile US, along with AT&T and Verizon, has formed a joint venture to enhance satellite connectivity in the U.S., targeting rural areas and emergency communications. Currently, T-Mobile's stock is trading at $188.19, approximately 28% below analyst expectations. Despite recent declines, the venture could bolster T-Mobile's long-term growth, although high debt and insider selling raise investment concerns.

Simplywall

T-Mobile Joins Satellite Venture As Undervalued Bet On Closing Dead Zones

LBRDK

CHTR

LBRDA

Liberty Broadband Corp sold 1,262,078 shares of Charter Communications for $257.88 million, as reported in a recent SEC filing. Following the sale, Charter's stock is trading at $147.63, down 2.14%. Despite a revenue decline of 1.0% in the last quarter, Charter maintains a high gross margin of 56.78% and a strong EPS of 9.27. However, it faces challenges with a debt-to-equity ratio of 5.91, indicating increased financial risk. The company's P/E and P/S ratios suggest potential undervaluation, presenting investment opportunities.

benzinga_article

Liberty Broadband-C

Charter Comm

Liberty Broadband

Liberty Broadband CL C - WI

Liberty Broadband CL A - WI

Liberty Broadband Pref Share LBRDP 7 Perp 03/10/39

Insider Selling: Liberty Broadband Corp Unloads $257.88M Of Charter Communications Stock

LUMN

Yesterday's closing, the stock price of telecommunications service provider Lumen Technologies triggered a bullish signal above the zero axis of the daily MACD, with the latest transaction amounting to approximately $318 million, indicating that this once "turnaround" target is regaining market attention. The bullish signal established above the zero axis suggests that the previous bottom consolidation may be nearing its end, and short-term buying power is shifting from tentative to proactive entry. From the trend perspective, the stock price has gradually rebounded after recent consolidation, and the short-term moving average group is forming an initial bullish arrangement, with a phase bottom seemingly being solidified. On the news front, the telecommunications industry is entering an accelerated transformation period, with rising demand for new telecommunications services centered around AI and the Internet of Things, which is expected to bring new growth momentum to traditional telecom operators. Lumen Technologies has accumulated a strong customer base and technical reserves in its product structure characterized by high-speed connectivity and enterprise-level services. The warming atmosphere in the US tech sector provides certain support for it, and it is noteworthy that there are clear signs of capital inflow into the 5G sector, with Lehman Brothers' research department holding a cautiously optimistic view on Lumen's future performance. From a technical perspective, LUMN's stock price is currently above the medium and short-term moving averages, and if it can effectively break through the previous resistance today, the bullish trend may be further confirmed. The current volume level is slightly above the recent average, and whether the increased volume over the past two days can be maintained is an important reference for observing subsequent trends. The key technical point is in the $3.20 range, and if it can break through with effective volume, a bullish pattern can be expected

Technical Forecast

Lumen Tech

Pre-market trend | Lumen Tech (LUMN) 5/14 Telecom veteran funds warm up, rebound window opens?

A grease management company faced an unexpected £18,360 phone bill from O2 due to excessive data usage by a technician. Despite O2 notifying the technician of data limits, the company was not informed, leading to significant financial strain. After complaints, O2 agreed to waive £14,687 of the bill, acknowledging they could have handled the situation better. The company plans to implement unlimited data plans for all employees and seek contributions from the technician, who has since left.

The telegraph

‘O2 let my employee rack up a £18,000 phone bill without telling me’

IQST

IQST (iQSTEL Inc.) will announce its Q1'26 results on May 18 at 8:00 AM ET. The revenue estimate is 105.05 million USD, with an anticipated EPS of (0.12) USD. Previous quarters showed varying revenue and EPS results, with significant surprises noted in past estimates.

TradingView

iQSTEL

IQSTEL INC

IQST Q1'26 Earnings: EPS estimate is (0.12) USD

CMCSA

Comcast is resetting its Connectivity and Platforms business with a focus on Wi-Fi, mobile convergence, and simplified pricing, according to CEO Steve Croney. The strategy aims to enhance customer experience and improve network performance. Comcast is also simplifying broadband pricing and offering bundled services, with a significant increase in mobile line additions. Despite competitive pressures from fiber and satellite, Croney emphasizes mobile as a growth priority, targeting a $200 billion market.

Market Beat

Comcast Bets on Wi-Fi and Mobile Bundles to Reset Connectivity Growth

UNIT

IFRA

PAVE

Uniti Group (UNIT) reported strong Q1 2026 results, highlighting significant fiber revenue growth and broadband expansions across several states. The stock has seen a 34.6% return over three months, but is currently considered overvalued at $11.25 against a fair value estimate of $8.50. Despite growth in fiber infrastructure, high leverage and rising costs pose risks. Analysts suggest reviewing the valuation and potential investment opportunities in the context of Uniti's performance and market conditions.

Uniti

iShares US Infra

Glob X US Infra

A Look At Uniti Group (UNIT) Valuation After Q1 2026 Fiber Growth And Broadband Expansion

SPDR S&P Telecom(XTL.US)