Rosenblatt raises Harmonic stock price target on broadband strength
Rosenblatt raised its price target on Harmonic Inc. (NASDAQ:HLIT) shares to $16 from $14, maintaining a Buy rating due to strong fourth-quarter results and record bookings. The firm highlighted Harmonic's role in next-generation broadband technology and noted that the company's valuation implies an 11% free cash flow yield. Other analysts like Needham also increased price targets, as Harmonic's broadband business continues robust performance and strategic partnerships, despite a pending $145 million offer for its Video Business segment.
CSG SYSTEMS INTERNATIONAL INC SEC 10-K Report
CSG Systems International Inc. has released its 2025 10-K report, detailing a 2.2% revenue increase to $1,223.3 million, mainly driven by SaaS solutions, despite a decrease in net income and EPS due to higher acquisition costs and taxes. The report highlights strategic initiatives, including a merger agreement with NEC Corporation and continued expansion into new verticals, while acknowledging risks such as reliance on key customers and integration challenges from the merger. The company remains focused on innovation with AI and operational efficiency to maintain its competitive edge in a dynamic market.
Liberty Global, InfraVia and Telefonica to acquire Substantial Group for GBP 2B
Liberty Global, InfraVia, and Telefonica have announced an agreement to acquire Substantial Group for GBP 2 billion. Substantial Group is the UK's second-largest alternative fiber provider, and the acquisition will be made by their joint venture company, nexfiber. This deal will expand their combined fiber network to 20 million premises, with the parties committing GBP 1 billion in new net funding.
Rosenblatt reiterates Applied Optoelectronics stock rating ahead of earnings By Investing.com
Rosenblatt reiterated a Buy rating and $50.00 price target for Applied Optoelectronics (NASDAQ:AAOI) ahead of its Q4 2025 earnings report. The firm expects strong revenue growth, particularly from Amazon's 800G and 400G products, and maintained its "Top Pick" designation due to the company's prospects in the Data Center AI transceiver cycle. Despite expected profitability challenges for fiscal 2025, recent product developments and increased analyst confidence highlight the company's growth trajectory in the AI data center market.
Vodafone Group: Why This ‘Boring’ Telecom Stock Suddenly Matters
Vodafone Group is undergoing a significant transformation, selling off non-core assets and merging its UK operations to reduce debt and focus on high-margin infrastructure. This restructuring, coupled with a focus on sustainable dividends, positions VOD as a potential high-yield, infrastructure-tilted play for long-term investors. Despite historical underperformance and regulatory risks, the company's pivot into 5G and AI infrastructure, along with its valuation discount compared to US telecom peers, might make it an attractive opportunity for those seeking diversification and income.
Alberta Investment Management Corp Raises Position in Liberty Broadband Corporation $LBRDK
Alberta Investment Management Corp significantly increased its stake in Liberty Broadband Corporation (NASDAQ:LBRDK) by 124.8% in Q3, now owning 270,000 shares valued at $17.16 million. Despite this institutional accumulation, insider selling has been notable, with Director J. David Wargo selling shares and insiders collectively divesting $2.81 million worth of stock recently. The company currently holds an average "Sell" rating from Wall Street analysts, trading near $55.66 within a 52-week range of $42.10–$104.
Liberty Global to acquire Vodafone’s stake in VodafoneZiggo and transfer regional Benelux assets into new company called Ziggo Group
Liberty Global announced a definitive agreement to acquire Vodafone’s 50% stake in VodafoneZiggo for €1.0 billion in cash and a 10% equity interest in a new Benelux company called Ziggo Group. Ziggo Group will hold Liberty Global’s interests in VodafoneZiggo and Telenet, forming a regional telecommunications powerhouse. Liberty Global plans to list Ziggo Group in Amsterdam during 2027 and spin off 90% of its shares to Liberty Global shareholders, aiming to unlock long-term shareholder value and accelerate strategic execution.
Ross Stores (NASDAQ:ROST) Surges To New High In Nasdaq Index Shift
Ross Stores (NASDAQ:ROST) has reached a new yearly high, driven by strong institutional support and disciplined operations, solidifying its position in the Nasdaq index. The off-price apparel and home fashion retailer trades at a premium to some competitors, attributed to its stable traffic and consistent margins. The article emphasizes that this content is for informational purposes only and not investment advice.
Vongvanith Named Kinetic’s First Chief Customer Officer; Brings Customer Voice to Senior Leadership
Kinetic, a fiber internet provider, has appointed Stacie Vongvanith as its first Chief Customer Officer to enhance customer experience and loyalty. Vongvanith, with over a decade of experience in telecom and broadband, will lead efforts to improve technology, service, value, and overall customer satisfaction. This new role highlights Kinetic's commitment to a customer-obsessed approach and challenging the status quo in the fiber internet market.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Charter Communications, Inc. (CHTR) And Encourages Investors to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Charter Communications, Inc. (CHTR) who bought securities before July 26, 2024, and still hold them. The investigation focuses on whether Charter's officers and/or directors engaged in corporate wrongdoing. Investors are encouraged to visit the firm's website or contact them for additional information and to assist with the investigation.
Charter Communications, Inc. (NASDAQ:CHTR) Stock Rockets 26% But Many Are Still Ignoring The Company
Charter Communications (NASDAQ:CHTR) shares have seen a significant 26% rise recently, yet the stock is still down 34% over the last year. Despite a P/E ratio of 6.1x, which suggests it might be an attractive investment compared to the broader market, investors seem to be overlooking its strong forecasted earnings growth of 17% per year, which is higher than the market average of 12%. The low P/E likely reflects investor skepticism about the company's ability to meet future growth expectations, possibly due to unobserved threats or anticipated volatility in earnings.
Comcast’s 4.45% Yield Looks Tempting: Should You Take the Bait?
Comcast has demonstrated 18 consecutive years of dividend growth, backed by a record $21.9 billion in free cash flow in 2025, enabling a 4.09% yield and a conservative 24.49% payout ratio. Despite near-term challenges from increased broadband investment and subscriber losses, growth in wireless, Peacock streaming, and theme parks, coupled with a strong balance sheet and an undervalued stock, suggest its dividend is sustainable and attractive for income-focused investors. The company's dividend profile contrasts favorably with peers like AT&T and Charter, which have frozen or eliminated payouts.
Analysts Offer Insights on Technology Companies: Cisco Systems (CSCO), HubSpot (HUBS) and Cloudflare (NET)
Three analysts recently issued bullish ratings for several technology companies. Brandon Nispel from KeyBanc maintained a Buy rating on Cisco Systems (CSCO) with an $87 price target. Taylor McGinnis from UBS also maintained a Buy rating on HubSpot (HUBS) with a $325 price target, and Gabriela Borges from Goldman Sachs kept a Buy rating on Cloudflare (NET) with a $250 price target.
Analysts Offer Insights on Technology Companies: Cisco Systems (CSCO), HubSpot (HUBS) and Cloudflare (NET)
Three analysts have recently issued bullish sentiments on technology companies Cisco Systems (CSCO), HubSpot (HUBS), and Cloudflare (NET). KeyBanc maintained a Buy rating for Cisco, UBS for HubSpot, and Goldman Sachs for Cloudflare, with each analyst providing specific price targets and highlighting the potential upside from current levels for these stocks.
Wallace Weitz Exits CarMax Inc, Impacting Portfolio by -1.58%
Wallace Weitz submitted his 13F filing for Q4 2025, revealing significant changes to his portfolio. He completely exited four holdings, most notably CarMax Inc (KMX), and reduced stakes in 17 others, including Charter Communications Inc (CHTR) and Alphabet Inc (GOOG). Conversely, he added Euronet Worldwide Inc (EEFT) and increased positions in 12 stocks, with the largest increase in Liberty Broadband Corp (LBRDK).
508,700 Shares in Liberty Broadband Corporation $LBRDK Purchased by Alpine Associates Management Inc.
Alpine Associates Management Inc. recently purchased 508,700 shares of Liberty Broadband Corporation (NASDAQ:LBRDK) for approximately $32.32 million, making it their 14th largest holding. Other institutional investors also increased their stakes in LBRDK, although some analysts have issued "Sell" ratings for the stock. Insider trading activity included a director selling shares, while the company's stock experienced a 2.6% decline.
AMC Networks Inc. (NASDAQ:AMCX) Q4 2025 Earnings Call Transcript
AMC Networks Inc. (NASDAQ:AMCX) reported a successful 2025, with streaming becoming their largest single source of domestic revenue and generating $272 million in free cash flow, exceeding forecasts. The company outlined its targeted streaming strategy, emphasizing content curation and efficient windowing, and announced expectations for at least $200 million in free cash flow for 2026. Despite linear revenue headwinds, AMC Networks is focusing on strengthening its balance sheet and investing in premium content, including the return of "The Walking Dead" streaming rights.
AMC Networks Inc. Reports Fourth Quarter and Full Year 2025 Results
AMC Networks Inc. reported its financial results for the fourth quarter and full year ended December 31, 2025. The company announced that streaming is now the largest source of revenue in its domestic segment, achieving a significant milestone in its business transformation. AMC Networks also reported strong free cash flow and met its financial guidance for the year, while outlining operational highlights including affiliate renewals and programming expansions.
AMC Networks Inc. Reports Fourth Quarter and Full Year 2025 Results
AMC Networks Inc. (NASDAQ: AMCX) announced its fourth quarter and full year 2025 financial results, highlighting streaming as the largest revenue source in its domestic segment. The company surpassed its free cash flow forecast and achieved its financial guidance for the year, with CEO Kristin Dolan emphasizing the success of their streaming strategy and diversified programming. Financial highlights include $40 million in Free Cash Flow for Q4 and $272 million for the full year, along with strategic affiliate renewals and the acquisition of the remaining 17% of RLJ Entertainment.
Eaton (NYSE:ETN) Reaches New 52-Week High - Here's What Happened
Eaton (NYSE:ETN) reached a new 52-week high of $401.00 before trading around $392.23. The company's Q4 earnings met estimates, but revenue slightly missed forecasts, while Q1 and FY2026 guidance was provided. Analysts currently rate Eaton as a "Moderate Buy" with an average target price of $389.89.
Verizon (VZ) Gets Target Hike From TD Cowen on Better-Than-Expected Phone Adds
TD Cowen has increased its price target for Verizon Communications Inc. (NYSE: VZ) to $54 from $51, reiterating a Buy rating. This upgrade follows Verizon's strong Q4 2025 results, which showed better-than-expected phone subscriber additions. The company also announced the acquisition of Frontier Communications, expanding its fiber footprint, and generated $20.1 billion in free cash flow, providing a solid cushion for dividends and investments.
Liberty Broadband (LBRDA) Stock Price, News & Analysis
This article provides a comprehensive analysis of Liberty Broadband (LBRDA) stock, detailing its current price, key statistics, company overview, analyst ratings, and financial health. The company, primarily an investor in broadband businesses like Charter Communications, has a "Hold" consensus rating with a significant upside potential according to analysts. It also covers earnings, valuation, short interest, news sentiment, and insider trading activity.
T-Mobile Delivers Best-in-Class Customer Results in Q4, Translating into Durable and Profitable Financial Growth Driven By Widening Differentiation
T-Mobile US, Inc. announced strong fourth quarter and full-year 2025 results, characterized by industry-leading customer growth and profitable financial performance. The company reported significant net customer additions across postpaid and broadband segments, along with robust service revenue growth and strong net income. T-Mobile also highlighted its extended network leadership, evidenced by receiving the J.D. Power award for highest network quality and multiple awards from Opensignal and Ookla.
Madison Asset Management LLC Has $84.39 Million Holdings in Liberty Broadband Corporation $LBRDK
Madison Asset Management LLC reduced its stake in Liberty Broadband Corporation (LBRDK) by 24.9% in the third quarter, now holding 1,328,182 shares valued at $84.39 million. The company has also received recent "Sell" ratings from analysts, and a director recently sold shares. Institutional investors and hedge funds own over 80% of the stock.
Sparklight Wi‑Fi 7 designed to cut dead zones in and outside your home
Sparklight has launched eero Wi-Fi 7 across its U.S. residential footprint, introducing eero 7, eero Pro 7, eero Max 7, and eero Outdoor 7. This upgrade aims to deliver faster speeds, lower latency, greater device capacity, whole-home mesh coverage, built-in security, and expanded outdoor connectivity. The new offering is designed to meet the growing demands of connected homes and support various bandwidth-intensive activities while providing enhanced security and easy management through the eero app.
Top 3 Tech And Telecom Stocks That Could Sink Your Portfolio This Month
This article identifies three communication services stocks—Comcast (CMCSA), Verizon Communications (VZ), and Charter Communications (CHTR)—that exhibit high Relative Strength Index (RSI) values, indicating they may be overbought. Highlighting their recent gains and relevant company news, the piece suggests these stocks could pose a risk to investors who rely on momentum. It aims to alert traders to potential short-term performance concerns based on these technical indicators.
Stifel lowers Palo Alto Networks stock price target to $200 from $225 By Investing.com
Stifel has lowered its price target for Palo Alto Networks (NASDAQ:PANW) to $200 from $225 but maintained a Buy rating, ahead of the company's fiscal second-quarter 2026 results. Despite the reduced target, analyst sentiment remains positive with 31 analysts revising earnings upwards. The company shows strong revenue growth and moderate debt, with Stifel anticipating at least in-line organic results, supported by recent acquisitions like Chronosphere.
Venice Beach ‘Dunk District’ and HBCU Classic anchor AT&T’s NBA All-Star push
AT&T is collaborating with the NBA for All-Star 2026 in Los Angeles to deliver immersive fan experiences, including the AT&T Dunk District at Venice Beach and sponsorship of the HBCU Classic. The initiative aims to connect fans through technology and community engagement, showcasing AT&T's commitment to basketball culture. Key activations involve a "Dunk Bus," ShaiT&T merchandise, phone customization stations, and livestream events, alongside being the title partner for the AT&T Slam Dunk.
Comcast settles with Entropic as battle with MaxLinear rages on
Comcast has settled its patent infringement lawsuits with Entropic LLC, an entity that acquired its patent portfolio from MaxLinear. However, Comcast's related legal battles with MaxLinear are still ongoing, focusing on alleged contract breaches by MaxLinear and Comcast's claims of intellectual property theft related to Full Duplex (FDX) technology. MaxLinear, in turn, accuses Comcast of stealing its FDX trade secrets and contracting Broadcom to commercialize them, thereby shutting MaxLinear out of a billion-dollar market.
Milestone hires legal chief as it rolls out PSVT nasal spray
Milestone Pharmaceuticals (Nasdaq: MIST) has appointed David Sandoval as General Counsel and Chief Compliance Officer, timed with the commercial launch of its CARDAMYST™ (etripamil) nasal spray, an FDA-approved self-administered treatment for acute PSVT. Sandoval brings over 15 years of legal and compliance experience in life sciences, reinforcing Milestone's leadership as it expands commercialization efforts. His role will encompass advising on contracts, finance, investor relations, business development, intellectual property, and human resources as the company aims for long-term growth and global expansion.
Trump blesses Nexstar-Tegna merger, paving way for more consolidation
President Trump publicly endorsed the proposed merger between Nexstar and Tegna, two major broadcast station groups, on Truth Social, suggesting it would increase competition despite concerns about media consolidation. The merger, which would combine Nexstar's 200+ stations and Tegna's 61 stations, requires the FCC to lift its 39% ownership cap, a decision that could pave the way for other similar deals like Sinclair's bid for Scripps. While Trump's blessing doesn't guarantee approval, his alignment with FCC chairman Brendan Carr suggests its increased likelihood.
Nexstar, Tegna shares soar after Trump puts his thumb on the scale in contentious merger
Shares of Nexstar Media Group and Tegna have surged after President Donald Trump reversed his stance and declared full support for Nexstar's $6.2 billion acquisition of Tegna. This deal requires a significant FCC rule change, which FCC Chair Brendan Carr is reportedly pursuing to facilitate the merger.
Inside VEON’s push to draw global money into Pakistan’s digital boom
VEON and JazzWorld launched the “Invest in Pakistan, NOW!” initiative on February 8, 2026, aiming to attract international investors and foster public-private partnerships in Pakistan's digital sector. The initiative highlights JazzWorld's extensive customer base of 100 million, its significant investment of over $11 billion in Pakistan since 1994, and plans for an Urdu large language model. This effort seeks to showcase Pakistan's strengthening economic fundamentals and long-term growth opportunities to the global investment community.
AT&T Inc.: Can the Old-School Telecom Giant Reinvent Itself as a Modern Connectivity Platform?
AT&T Inc. is undertaking a significant transformation from a traditional telecom company to a modern connectivity platform, focusing on 5G, fiber optic networks, and enterprise services. This strategic shift aims to leverage growing data consumption and demand for high-speed internet while divesting from its past media ventures. The article examines AT&T's product stack, competitive landscape against Verizon, T-Mobile, and Comcast, and highlights the potential impact of this strategy on its stock valuation.
AT&T Inc.: Can the Old-School Telecom Giant Reinvent Itself as a Modern Connectivity Platform?
AT&T Inc. is undertaking a significant transformation from a traditional telecom company burdened by debt and media ventures to a focused connectivity and infrastructure business. The company is betting on a product stack built on 5G wireless, fiber broadband, and enterprise network services to drive future growth and compete with rivals like Verizon, T-Mobile, and Comcast. This strategy aims to leverage fiber's long-term advantages, integrate mobile and fiber infrastructure, and use enterprise/IoT services for diversified revenue, ultimately impacting its stock valuation.
Liberty Global stock ends higher as Class B shares spike, with earnings next on deck
Liberty Global's Class B shares (LBTYB) saw a significant spike of up to 139% on Friday, February 7, 2026, while its more commonly traded Class A shares (LBTYA) closed up 4.3% at $11.75. This surge occurred ahead of the company's full-year earnings release on February 18, and was also influenced by a new five-year deal with Google Cloud for AI models and cloud technology. Additionally, Liberty Global and Telefónica are reportedly in talks to acquire UK broadband operator Netomnia.
Analysts Offer Insights on Financial Companies: IREN (IREN) and KKR & Co (KKR)
Goldman Sachs analyst Mike Ng maintained a Hold rating on IREN, with a consensus Moderate Buy rating and an 83.6% upside. Morgan Stanley analyst Michael Cyprys maintained a Buy rating on KKR & Co, which holds a Strong Buy consensus with a 50.2% upside. HSBC also upgraded KKR & Co to Buy.
Is Lumen Technologies Stock Outperforming Its Rivals?
Lumen Technologies (LUMN) stock has significantly outperformed its peers over the past year, gaining 61%, despite facing challenges like negative revenue growth and slim operating margins. The company is undergoing a strategic transition, investing in network infrastructure and AI-driven services, aiming for revenue growth turnaround. While its recent rally may not be entirely due to fundamental strength, its focus on strategic repositioning and strong free cash flow generation are key factors to watch.
Parents get $2.99 kids' smartphone as AT&T rolls out amiGO Jr. and watch
AT&T has launched the amiGO Jr. Phone, marketed as the first carrier-designed smartphone specifically for children, developed in collaboration with Samsung. This device, along with the amiGO Jr. Watch 2, is available for $2.99 per month with a 36-month installment plan and features integrated parental controls via the free AT&T amiGO app. The initiative aims to address a significant demand from parents for safe, controlled smartphone options for their children.
Cable One's New CEO Jim Holanda to Start on February 16
Cable One has announced that Jim Holanda will officially assume the role of CEO on February 16, 2026, a move intended to foster future growth and innovation. The company is also scheduled to release its fourth-quarter and full-year 2025 financial results on February 26, 2026, after market close, followed by a conference call for investors. Analysts currently predict a rise in CABO stock over the next 12 months, with an average 1-year price target of $202.50.
BCE Inc. (NYSE:BCE) Q4 2025 Earnings Call Transcript
BCE Inc. reported its Q4 2025 earnings, exceeding expectations with an EPS of $0.536 against an anticipated $0.45. The company highlighted 2025 as a pivotal year marked by strategic changes, balance sheet strengthening, and capital allocation discipline, leading to momentum in customer experience, fiber and wireless leadership, and digital media. BCE provided 2026 guidance, projecting consolidated revenue growth of 1% to 5% and adjusted EBITDA growth of 0% to 4%, alongside a forecast for strong free cash flow generation.
Analysts Offer Insights on Real Estate Companies: Equity Lifestyle (ELS) and Crown Castle (CCI)
Two analysts from Barclays and KeyBanc have issued bullish sentiments on real estate companies Equity Lifestyle (ELS) and Crown Castle (CCI). Barclays analyst Richard Hightower maintained a Buy rating on Equity Lifestyle with a $71.00 price target, while KeyBanc's Brandon Nispel maintained a Buy rating on Crown Castle. Both stocks also have a Moderate Buy consensus rating from other analysts.
Asian government’s espionage campaign breached critical infrastructure in 37 countries
A hacking group linked to an Asian government has breached at least 70 government agencies and critical infrastructure organizations in 37 countries, according to Palo Alto Networks. The espionage campaign, likely aimed at collecting information on rare earth minerals, trade deals, and economic partnerships, involved targets including telecommunications firms, finance ministries, and police agencies. The group, tracked as TGR-STA-1030, used sophisticated tooling like a rootkit dubbed ShadowGuard operating in the Linux kernel and has shown activity since January 2024, continuing to be an active threat.
C3is Stock Skyrockets amid Fleet Expansion and Revenue Growth
C3is Inc. (CISS) stock has surged by 35.53% due to its recent fleet expansion and strong financial performance. The company acquired two MR tankers, boosting its capacity and market exposure, with an estimated Net Asset Value (NAV) of $77.5M. This strategic growth and financial stability have significantly increased investor confidence, pushing the stock up by 58%.
Clearfield Q1 2026 Earnings Call Transcript
Clearfield reported Q1 2026 net sales of $34.3 million, exceeding guidance, driven by community broadband demand. The company launched the NOVA Platform, a modular fiber system for data centers and edge compute networks, expected to be a significant growth driver in the medium to long term. While BEAD-related revenue is anticipated to be modest in fiscal 2026 due to supply chain constraints and BABA requirements for U.S.-made optical fiber, Clearfield remains optimistic about its future contribution.
CSG Systems International Reports Fourth Quarter and Full Year 2025 Results
CSG Systems International announced its financial results for the fourth quarter and full year 2025, detailing revenue of $323.1 million and $1.22 billion respectively, with non-GAAP EPS of $1.53 and $5.14. The company also declared a quarterly cash dividend of $0.32 per share, which was increased to $0.34 per share in January 2026, and repurchased shares worth $83 million for the full year. Furthermore, CSG provided updates on its pending merger with NEC Corporation, which was approved by stockholders in January 2026 and is expected to close by the end of 2026.
Liberty Broadband’s Quiet Rebound: Is LBRDK Turning a Corner or Just Catching Its Breath?
Liberty Broadband's Class C shares (LBRDK) have shown a quiet rebound over the past quarter, outperforming the broader cable sector despite investor concerns about leverage and growth. The stock has seen a low double-digit percentage gain over the last year, indicating a gradual recovery. Wall Street's sentiment is moderately bullish, with analysts emphasizing the potential for upside if broadband fundamentals stabilize and Liberty Broadband continues its disciplined capital allocation, including share repurchases.
Vale’s Stock Surges as Analysts Lift Price Targets Amid Strong Q4 Performance
VALE S.A.'s stock has risen by 5.33% following positive Q4 earnings that included record iron ore production and advancements in energy transition metals. Analysts from Goldman Sachs and Barclays have increased their price targets for Vale, reflecting optimism about the company's market potential and operational efficiency. Despite a cautious sector downgrade from Scotiabank, Vale's robust financial health, strategic direction, and positive market sentiment suggest continued growth.
Analysts Have Conflicting Sentiments on These Communication Services Companies: Charter Communications (CHTR) and Opera (OPRA)
Analysts have issued new ratings for Charter Communications (CHTR) and Opera (OPRA) in the Communication Services sector. UBS analyst John Hodulik maintained a Hold rating on Charter Communications with a $235.00 price target, while Lake Street analyst Mark Argento reiterated a Buy rating on Opera with a $24.00 price target. The current analyst consensus for Charter Communications is a Hold, with a 29.6% upside, and for Opera, it is a Strong Buy, with a 74.4% upside.
Analysts Have Conflicting Sentiments on These Communication Services Companies: Charter Communications (CHTR) and Opera (OPRA)
Analysts have issued differing ratings for communication services companies Charter Communications (CHTR) and Opera (OPRA). UBS maintained a Hold rating on Charter Communications with a $235.00 price target, while Lake Street reiterated a Buy rating on Opera, setting a price target of $24.00. The consensus for Charter is a Hold with a potential 29.6% upside, and for Opera, it's a Strong Buy with a 74.4% upside.
