Core Insights - CommScope Holding Company, Inc. (COMM) and Celestica Inc. (CLS) are key players in the communications and networking hardware sector, with CommScope focusing on solutions for wireline and wireless network convergence essential for 5G technology [2] - Celestica is a major firm in the electronics manufacturing services (EMS) industry, providing a wide range of manufacturing and supply-chain solutions to various sectors [3] CommScope Overview - CommScope is implementing stringent cost-cutting measures and focusing on core operations, including the divestiture of its Home Networks business and the acquisition of Casa Systems' Cable Business assets to enhance its market position [5][6] - The company has launched the HX6-611-6WH/B antenna, which offers a high-capacity microwave backhaul solution, ensuring reliable connectivity for mobile network operators [7] - Despite its strategic moves, CommScope faces intense competition from companies like Amphenol Corporation and Corning Incorporated, along with challenges from trade tensions and raw material price volatility [8] Celestica Overview - Celestica is benefiting from AI-driven demand and has a diverse customer base across high-value industries, with projected sales and EPS growth of 20.6% and 43% respectively for 2025 [10][14] - The company focuses on product diversification and has a strong R&D foundation, allowing it to produce both high-volume and complex technology infrastructure products [12] - However, Celestica is experiencing margin pressures due to high R&D costs and faces competition from firms like Foxconn and Flex [13] Financial Performance - The Zacks Consensus Estimate indicates that CommScope's 2025 sales and EPS are expected to grow by 11.2% and 4,400% respectively, while Celestica's growth estimates are significantly higher [14][16] - Over the past year, CommScope's stock has increased by 170.4%, while Celestica's has surged by 324.1% [17] - From a valuation perspective, CommScope's shares trade at a forward P/E ratio of 10.04, which is lower than Celestica's 38.01, making CommScope appear more attractive [19] Investment Outlook - CommScope holds a Zacks Rank of 3 (Hold), while Celestica has a Zacks Rank of 2 (Buy), indicating a more favorable investment outlook for Celestica [21] - Both companies anticipate improvements in sales and profits for 2025, but Celestica's consistent revenue and EPS growth, along with its better performance metrics, suggest it may be a superior investment option at this time [22]

Key Takeaways CommScope stock has jumped 192.2% YTD, outperforming its industry and key competitors.Solid demand in cloud, WiFi and fiber solutions is driving growth across COMM's core segments.Intense competition and U.S.-China trade tensions pose challenges to COMM's margin stability.CommScope Holdings Company, Inc. (COMM) has gained 192.2% year to date compared with the Communication Infrastructure industry’s growth of 95.3%. The stock has also outperformed the Zacks Computer & Technology sector and the ...

Core Insights - Nokia and CommScope have partnered to enhance fiber-to-the-home (FTTH) deployments in the Asia-Pacific region by integrating Nokia's Broadband Easy platform with CommScope's FLX ODN terminals, resulting in a fully digitized, end-to-end solution that improves precision, speed, and automation [1][9] Group 1: Partnership and Technology - The joint solution is available to customers across APAC and will be showcased at upcoming industry events in Paris and Bangkok [2] - CommScope's FLX ODN terminals utilize advanced indexing and connectorized technology, eliminating the need for field splicing while being modular and scalable, which, when combined with Nokia's platform, allows for centralized management of the fiber deployment process [3] - The integration of AI with Nokia's expertise in fiber network design aims to lower costs, reduce rollout times, and accelerate high-speed connectivity delivery to more homes [4] Group 2: Strategic Initiatives - Nokia is actively expanding its portfolio, recently collaborating with Supermicro to provide AI-optimized data center networking solutions for various sectors [5] - A contract with Extreme Broadband and its subsidiary Open DC aims to enhance AI data center performance and security in Malaysia, aligning with the National Cloud Computing Policy [6] Group 3: Challenges and Market Position - Despite advancements, Nokia faces challenges in its Mobile Networks segment, which is impacting revenue growth, alongside exposure to political and economic disruptions and stiff competition in the wireless equipment market [7] - Nokia currently holds a Zacks Rank of 4 (Sell), with its stock gaining 20.9% over the past year, compared to a 37.3% increase in the Wireless Equipment industry [8]

Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to aid investors [1][2] - Cress's focus is on removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to streamline investment research [2] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Group 1 - Steven Cress is the creator of Seeking Alpha's quantitative stock rating system, which interprets data for investors and provides insights on investment directions [1] - The platform's grading system for stock trading recommendations is updated daily, simplifying complex investment research [2] - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] Group 2 - Cress founded CressCap Investment Research, known for its quant analysis and market data capabilities, before its acquisition by Seeking Alpha [3] - He also established the quant hedge fund Cress Capital Management and led international business development at Northern Trust [3] - His career includes significant experience in proprietary trading, enhancing his expertise in market data and quantitative strategies [3][4]

CommScope Holding Company, Inc. (NASDAQ:COMM) is one of the stocks Jim Cramer put under the spotlight. A caller inquired if Cramer would bless taking a small speculative position in the stock. He replied: “You know, I gotta tell you, I think… I know that I feel awful that we missed the big run, but you know, there may be another run in that one. I think that you’re not drinking the phosphoro. I think you’re fine on that one. I know that sounds strange, but I really think you’re fine.” yorgos-ntrahas-mc ...

Core Insights - Vantiva, in collaboration with CommScope®, has achieved a significant milestone by demonstrating ultrafast internet speeds through a single DOCSIS 4.0 modem, reaching speeds of 13Gbps, which sets a new benchmark for home broadband [1] Company Developments - The latest DOCSIS 4.0 CPE from Vantiva has successfully completed joint testing, showcasing its capability to deliver unprecedented internet speeds [1] - The current DOCSIS 4.0 standard requires a minimum of five downstream OFDM channels to provide internet connectivity to a modem [1]

Core Insights - CommScope Holding Company, Inc. (COMM) is experiencing significant customer growth across various segments, driven by a strong focus on research, innovation, and portfolio expansion, which aligns with changing market dynamics [1] Financial Performance - In Q2, revenues in the Connectivity and Cable Solutions segment rose by 20.2% to $875.4 million from $728.4 million year-over-year, supported by robust cloud and datacenter growth, including GenAI projects [2] - The Ruckus segment saw a 47% year-over-year increase in sales, reaching $190 million, fueled by high demand for Ruckus WiFi solutions and growth in AI-native data center verticals [2] - The Access Networks Solution segment benefited from high demand for DOCSIS 4.0 products and increased license sales [2] - Order rates increased by 26% sequentially, with a backlog of $1.431 billion, up 23% from Q1 2025 [3][8] Customer Base and Market Position - CommScope has a diverse global customer base, including major enterprises like Charter Communications, Comcast, and Cox Communications, which rely on its product suite for network infrastructure advancements [4] - The company operates through a worldwide salesforce and an extensive network of channel partners across 100 countries [4] Competitive Landscape - CommScope faces competition from industry leaders such as Corning Incorporated and Amphenol Corporation, with Corning's Optical Communications segment generating $1.56 billion in revenues, up 41% year-over-year [5] - Amphenol's Communications Solutions surged by 101.4% year-over-year in Q2, reaching $2.91 billion, aided by strategic acquisitions, including CommScope's Outdoor Wireless Networks and Distributed Antenna Systems businesses [6] Stock Performance and Valuation - CommScope's shares have increased by 142.5% over the past year, outperforming the industry's growth of 81.4% [7] - The company's shares currently trade at a price/sales ratio of 0.62, lower than the industry's 0.94 [9] Earnings Estimates - Earnings estimates for 2025 have risen by 43.33% to $1.29 per share over the past 60 days, while estimates for 2026 have increased by 36.13% to $1.62 [10]

Core Insights - CommScope Holding Company, Inc. (COMM) has entered into a definitive agreement to divest its Connectivity and Cable Solutions Segment to Amphenol Corporation (APH), which will enhance liquidity and optimize its portfolio [1][7] - The divestiture aligns with CommScope's strategy to focus on technological capabilities and customer base expansion, particularly in cloud-native network solutions [2] - The company has strengthened its portfolio by acquiring Casa Systems' Cable Business assets, enhancing its market position in the Access Network Solutions (ANS) segment [3] Portfolio Strategy - CommScope is actively pruning non-core businesses while pursuing inorganic growth to enhance portfolio strength and maintain technological innovation [2] - The divestiture of the Outdoor Wireless Networks (OWN) segment and the Distributed Antenna Systems (DAS) business units in January 2025, along with the sale of the Home Networks business in January 2024, reflects this strategy [1][7] Financial Performance - CommScope's shares have increased by 159.3% over the past year, outperforming the industry growth of 88.9% [6] - The company's shares currently trade at a price/sales ratio of 0.63, lower than the industry average of 0.94 [9] - Earnings estimates for 2025 have risen by 43.3% to $1.29 per share, while estimates for 2026 have increased by 36.1% to $1.62 [10] Market Position - The acquisition of Casa Systems' Cable assets has bolstered CommScope's offerings in virtual CMTS and PON products, creating significant operational synergies [3][7] - Management is focused on enhancing transparency, reducing manufacturing costs, and optimizing overhead costs to improve profitability and cash flow [3]

Group 1 - CommScope Holding Company, Inc. (NASDAQ:COMM) reached a 52-week high of $16.66 on September 10, 2025, with an average daily trading volume of 7.27 million shares, following strong Q2 2025 earnings that exceeded expectations with EPS of $0.44 compared to a prediction of $0.23 and revenue of $1.39 billion versus a projection of $1.25 billion [2] - The company is in the process of selling its Connectivity and Cable Solutions (CCS) division to Amphenol Corporation, indicating a strategic realignment to focus on core operations, as evidenced by a Success Bonus Agreement with Koen ter Linde, Senior Vice President and President of the CCS segment [3] - CommScope provides fiber-optic, copper connectivity, and access network solutions for various sectors including data centers, entertainment networks, and telephony, positioning itself as one of the best robotics stocks [4]

Core Insights - The discussion focuses on the quant investment strategy employed by Seeking Alpha, emphasizing the importance of data-driven analysis in identifying investment opportunities and risks [6][8][12]. Group 1: Quant Strategy Overview - The quant team at Seeking Alpha utilizes a diversified approach known as GARP (Growth at a Reasonable Price), analyzing around 5,000 companies simultaneously to identify strong investment opportunities [8][10][12]. - The strategy incorporates various metrics, including value, growth, profitability, momentum, and EPS revisions, to evaluate stocks relative to their sector [10][22][40]. - The quant system has consistently outperformed the S&P 500, with quant strong buys up 265% over the last five years compared to the S&P's 85% [24][27]. Group 2: Performance Metrics - The PEG ratio is highlighted as a preferred metric because it combines growth and value, providing a more comprehensive view of a company's valuation [14][17]. - The Alpha Picks portfolio, designed for long-term investors, has shown strong performance, up 240% since its launch compared to the S&P's 74% [28][32]. - The Pro Quant Portfolio, which includes a broader range of stocks and is rebalanced weekly, has also performed well, up 40% since its launch [28][33][37]. Group 3: Stock Examples - Kinross Gold (NYSE:KGC) has seen a 140% increase over the past year, with improved valuation and growth grades, indicating strong performance relative to its sector [50][54]. - CommScope Holding (NASDAQ:COMM) is noted for its solid growth and valuation metrics, benefiting from the increasing demand for data center infrastructure [63][65]. - SSR Mining (NASDAQ:SSRM) has experienced a 272% increase, with strong growth projections and a favorable PEG ratio, indicating it remains undervalued relative to its sector [67][70].