Core Viewpoint - Shenandoah Telecommunications reported a quarterly loss of $0.19 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.14, and a decline from a loss of $0.08 per share a year ago [1][2] Financial Performance - The company posted revenues of $87.9 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.58%, compared to revenues of $69.25 million a year ago [3] - The earnings surprise for the quarter was -35.71%, with the company having surpassed consensus EPS estimates only once in the last four quarters [2][3] Stock Performance - Shenandoah Telecom shares have increased by approximately 3.3% since the beginning of the year, contrasting with a -5.5% decline in the S&P 500 [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.14 on revenues of $90.69 million, and for the current fiscal year, it is -$0.43 on revenues of $364.74 million [8] - The estimate revisions trend for Shenandoah Telecom is mixed, and future changes in estimates will be closely monitored [5][7] Industry Context - The Diversified Communication Services industry, to which Shenandoah Telecom belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Core Viewpoint - Lumen Technologies, Inc. is expected to report a loss of 25 cents per share for Q1 2025, a significant increase from a loss of 4 cents in the same quarter last year, with total revenues projected at $3.1 billion, reflecting a 5.8% year-over-year decline [1] Financial Performance - Lumen has beaten the Zacks Consensus Estimate for earnings in the last two quarters, with an average earnings surprise of 42.4% [2] - The company has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [5] Revenue Trends - Lumen's total revenues declined by 5.3% year-over-year in the last reported quarter, primarily due to divestitures and the sale of the CDN business [6] - The company is experiencing ongoing weakness in its legacy business, which is expected to continue affecting revenue growth in the near term [6] Growth Initiatives - Lumen is shifting focus towards newer growth products such as fiber and cloud-based offerings, driven by increasing demand from hyperscalers and enterprise markets [7] - The company secured $8.5 billion in Private Connectivity Fabric (PCF) deals in 2024 and announced a partnership with Google Cloud to address enterprise customer demands related to AI workloads [7] Service Adoption - There has been a notable increase in the uptake of Lumen's services, particularly in the large enterprise and mid-market segments, with a nearly 50% increase in 100 and 400-gig wave sales in 2024 [8] - Lumen added 43,000 Quantum fiber subscribers in the last reported quarter, bringing the total to one million [9] Market Position - Lumen's stock has declined by 49.3% over the past six months, underperforming its industry and the S&P 500 [12] - The company is trading at a trailing 12-month price-to-sales ratio of 0.25, significantly below the industry average of 1.40 [18] Investment Considerations - Despite challenges such as heavy debt and competition in the AI space, Lumen's alignment with AI and cloud computing growth presents promising opportunities [20] - The company's focus on cost discipline and expansion into Network-as-a-Service (NaaS) markets are seen as positive factors for future growth [20][21]