Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "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 characte ...

The Zacks Communication - Infrastructure industry is poised to benefit from an increasing user propensity to stay abreast of the latest digital innovations, leading to fiber densification and extensive 5G deployment. However, high capital expenditures for infrastructure upgrades, unpredictable raw material prices, supply-chain disruptions and high customer inventory levels amid a challenging macroeconomic environment are threats.Nevertheless, CommScope Holding Company, Inc. (COMM) , IHS Holding Limited (IHS ...

Core Insights - Anterix reported a quarterly loss of $0.14 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.65, marking an earnings surprise of +78.46% [1] - The company achieved revenues of $1.55 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.30% [2] - Anterix has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The loss per share improved from $0.69 a year ago to $0.14 this quarter, indicating a positive trend in financial performance [1] - The company has topped consensus revenue estimates only once in the last four quarters, despite the recent positive revenue report [2] Stock Performance and Outlook - Anterix shares have declined approximately 41.3% year-to-date, contrasting with the S&P 500's gain of 16.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.61 on revenues of $1.43 million, and -$0.47 on revenues of $5.71 million for the current fiscal year [7] Industry Context - The Communication - Infrastructure industry, to which Anterix belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Historical data indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1, highlighting the potential for industry influence on stock performance [8]

Core Insights - IHS Holding reported quarterly earnings of $0.44 per share, significantly exceeding the Zacks Consensus Estimate of $0.10 per share, and showing a substantial improvement from a loss of $0.61 per share a year ago, resulting in an earnings surprise of +340.00% [1] - The company achieved revenues of $455.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.82% and reflecting an increase from $420.28 million in the same quarter last year [2] - IHS Holding's stock has increased by approximately 130.5% since the beginning of the year, outperforming the S&P 500's gain of 16.4% [3] Earnings Outlook - The future performance of IHS Holding's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, which includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.10 on revenues of $420.12 million, while for the current fiscal year, the estimate is $0.38 on revenues of $1.72 billion [7] Industry Context - The Communication - Infrastructure industry, to which IHS Holding belongs, is currently ranked in the top 16% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of ranked industries [8]

Core Viewpoint - Bandwidth (BAND) reported quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.38 per share, and showing a decline from $0.43 per share a year ago, indicating a -5.26% earnings surprise [1] Financial Performance - Bandwidth posted revenues of $191.9 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05%, but down from $193.88 million year-over-year [2] - Over the last four quarters, the company has exceeded consensus revenue estimates four times [2] Stock Performance - Bandwidth shares have declined approximately 1.5% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.48 for the coming quarter and $1.59 for the current fiscal year [7] - The Zacks Rank for Bandwidth is currently 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Communication - Infrastructure industry, to which Bandwidth belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Investors in Bandwidth Inc. (BAND) should monitor stock movements due to high implied volatility in the options market, particularly the Nov 21, 2025 $05.00 Put option [1] - The current Zacks Rank for Bandwidth is 3 (Hold) in the Communication - Infrastructure Industry, which is in the top 19% of the Zacks Industry Rank [3] - Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while three have revised them downwards, keeping the Zacks Consensus Estimate flat at 38 cents per share [3] Options Market Analysis - The high implied volatility suggests that options traders are anticipating a significant price movement for Bandwidth shares, indicating potential trading opportunities [4] - Seasoned options traders often seek high implied volatility options to sell premium, aiming for the underlying stock to not move as much as expected by expiration [4]

Industry Overview - The Zacks Communication - Infrastructure industry is benefiting from increased user demand for digital innovations, leading to fiber densification and extensive 5G deployment [1] - Industry players provide various infrastructure solutions for communication networks, including high-speed network access solutions and fiber-to-home equipment [3] Current Trends - There is a focus on higher average revenue per user as firms transition from legacy copper-based telecommunications to technology-driven models, leveraging wireline momentum and improving customer service [4] - Network convergence is gaining precedence, with operators combining voice, video, and data communications into a single network to minimize service delivery costs and expand coverage [6] Challenges - High raw material prices due to inflation and geopolitical tensions are affecting operations and profitability, with extended lead times for components likely to escalate production costs [5][8] - Short-term margins are at stake due to increased demand for advanced networking architecture, leading to higher infrastructure investments that compromise immediate profitability [7] Market Performance - The Zacks Communication - Infrastructure industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500, surging 102% over the past year compared to 19.3% and 29.6% for the S&P 500 and sector, respectively [11] Valuation - The industry is currently trading at a trailing 12-month EV/EBITDA of 7.45X, significantly lower than the S&P 500's 18.01X and the sector's 18.53X [14] Key Companies - **CommScope Holding Company, Inc.**: A leading provider of infrastructure solutions, with a focus on cost-cutting and core operations. The stock has gained 210.8% in the past year and has a Zacks Rank 1 (Strong Buy) [17] - **Bandwidth Inc.**: A CPaaS provider with a strong API platform, enabling enterprises to scale communications functionalities. The stock has a Zacks Rank 3 (Hold) and has seen a 9.7% upward revision in earnings estimates [19][20]

Company Performance - Anterix reported a quarterly loss of $0.48 per share, better than the Zacks Consensus Estimate of a loss of $0.54, and improved from a loss of $0.84 per share a year ago, resulting in an earnings surprise of +11.11% [1] - The company posted revenues of $1.42 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 6.71%, and down from $1.52 million in the same quarter last year [2] - Anterix has surpassed consensus EPS estimates three times over the last four quarters but has not beaten consensus revenue estimates during the same period [2] Stock Performance - Anterix shares have declined approximately 31.7% since the beginning of the year, contrasting with the S&P 500's gain of 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.52 on revenues of $1.62 million, and for the current fiscal year, it is -$1.74 on revenues of $6.35 million [7] Industry Outlook - The Communication - Infrastructure industry, to which Anterix belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Anterix's stock performance [5]

分组1 - IHS Holding reported quarterly earnings of $0.1 per share, missing the Zacks Consensus Estimate of $0.17 per share, representing an earnings surprise of -41.18% [1] - The company posted revenues of $433.3 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.81%, but down from $435.38 million year-over-year [2] - IHS Holding has surpassed consensus revenue estimates four times over the last four quarters [2] 分组2 - The stock has increased approximately 130.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $418.56 million, and for the current fiscal year, it is $0.58 on revenues of $1.69 billion [7] - The Communication - Infrastructure industry, to which IHS Holding belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Viewpoint - Anterix reported a quarterly loss of $0.36 per share, which was better than the Zacks Consensus Estimate of a loss of $0.43, indicating an earnings surprise of +16.28% [1] - The company has struggled with revenue performance, posting revenues of $1.39 million for the quarter, missing the consensus estimate by 11.81% [2] Financial Performance - The loss per share improved from $0.51 a year ago to $0.36 this quarter, showing a positive trend in earnings despite still being in the negative [1] - Anterix's revenues increased from $1.26 million year-over-year to $1.39 million, but the company has not met revenue estimates in the last four quarters [2] Market Performance - Anterix shares have declined approximately 7.6% since the beginning of the year, contrasting with the S&P 500's gain of 2.4% [3] - The company's current Zacks Rank is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.48 on revenues of $1.57 million, and for the current fiscal year, it is -$0.16 on revenues of $6.6 million [7] - The outlook for the Communication - Infrastructure industry, where Anterix operates, is currently in the bottom 25% of Zacks industries, which may impact stock performance [8]