以上内容基于公开资料整理，不构成投资建议。 公司通过收购持续扩大业务边界。例如，2025年5月以44亿美元收购无线通信设备商Silvus Technologies，进一步拓展国防安全市场；2025年11月收购AI驱动的远程视频监控服务商Blue Eye，以 增强视频安防解决方案能力。这些收购的整合进度和订单增长（如Silvus新增积压订单约2亿美元）可能 影响2026年业绩表现。 业务与技术发展 管理层强调，关键产品如APX NEXT通信设备预计到2026年底部署量达30万台，同时SVX系统等创新解 决方案将推动订单增长。公司还关注关税政策和政府预算停摆等潜在风险，但对长期增长保持信心。 经济观察网 摩托罗拉解决方案（Motorola Solutions, Inc., NYSE: MSI）作为全球任务关键型通信和技术 解决方案提供商，近期披露了未来业绩展望和运营动态。以下信息基于公开资料整理，重点关注公司管 理层在财报会议中提及的规划。 公司业绩目标 在财报电话会议上，公司董事长兼首席执行官格雷格·布朗（Gregory Q. Brown）宣布，摩托罗拉解决方 案设定了2026年营收目标约为126亿美元。这一目 ...

Group 1 - Arista Networks (NYSE:ANET) is recognized as one of the top 11 communication equipment stocks favored by hedge funds [1] - Analyst Michael Genovese from Rosenblatt raised the price target for Arista Networks from $140 to $165, indicating a 20% upside potential at current levels while maintaining a Neutral rating [1][2] - The company is expected to announce its fourth-quarter results soon, with positive developments noted in recent wins and opportunities [2] Group 2 - Arista Networks specializes in high-performance, software- and data-driven client-to-cloud networking solutions, focusing on AI, data center, and routing architectures [4] - The company emphasizes low latency, automation, high-speed, and scalability, serving diverse market segments including cloud service providers, financial services, government, healthcare, education, and energy [4] - Recent developments in Microsoft's AI chip rollout are seen as beneficial for Arista, as it reduces dependency on Nvidia and supports Ethernet-driven scale-up for AI workloads [3]

Nokia Oyj (NYSE:NOK) is one of the 11 best communication equipment stocks according to hedge funds. As of February 9 closing, consensus sentiment for Nokia Oyj (NYSE:NOK) remained moderately bullish. The stock had been covered by 7 analysts, receiving 5 Buy ratings and 1 Hold rating. With 1 Sell call, the stock has a projected median 1-year price target of $7.18. Why Core Scientific Inc. (CORZ) Performed Worst On Tuesday? Sergey Nivens/Shutterstock.com On February 10, Nokia Oyj (NYSE:NOK) announced the ...

Cisco Systems (NASDAQ:CSCO) is one of the 11 best communication equipment stocks according to hedge funds. On February 10, Cisco Systems (NASDAQ:CSCO) announced Silicon One G300, which is a 102.4 Tbps switching silicon designed for large-scale AI cluster buildouts. The management stated: “The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center. The systems feature innovative liquid cooling and support high-density optics to a ...

Core Insights - Lumentum Holdings (NASDAQ:LITE) is recognized as one of the top communication equipment stocks by hedge funds, reflecting strong market confidence in the company [1]. Group 1: Analyst Ratings and Price Targets - On February 4, J.P. Morgan analyst Samik Chatterjee raised the price target for Lumentum Holdings from $350 to $565, maintaining an Overweight rating after the company reported strong fiscal Q2 results that exceeded consensus estimates [1]. - Christopher Rolland from Susquehanna also increased his price target for Lumentum from $420 to $550, reaffirming a Positive rating, citing strong quarterly results and a favorable medium-term outlook for OCS and CPO scale-out in new markets [2]. Group 2: Company Overview - Lumentum Holdings specializes in developing and selling optical and photonic products, focusing on high-performance lasers, modules, and subsystems [3]. - The company operates in two segments: Cloud & Networking and Industrial Tech, serving various markets including cloud, networking, consumer electronics, and industrial [3].

Core Viewpoint - Motorola Solutions (NYSE:MSI) is experiencing a bullish sentiment among analysts, with a projected median 1-year price target indicating a potential upside of over 10% [1]. Group 1: Analyst Ratings and Price Targets - As of February 9, all 5 analysts covering Motorola Solutions have assigned Buy ratings, with no Sell ratings present [1]. - Piper Sandler analyst James Fish upgraded his rating from Neutral to Overweight but lowered the price target from $465 to $443 [2]. Group 2: Company Performance and Market Position - Fish highlighted Motorola's leadership in Land Mobile Radio (LMR) and noted a resurgence in public safety and major events across key geographies [3]. - The company is experiencing AI-driven momentum in Video Safety, leading to strong capital allocation and resumed bookings growth, particularly in drone security management [3]. - A 15% valuation compression has created a more attractive entry point for investors [3]. Group 3: Business Segments and Offerings - Motorola Solutions operates through two segments: Products & Systems Integration and Software & Services, providing public safety and enterprise security solutions [4]. - The company integrates critical communications, video security, and command center technologies through land mobile radio devices and AI-powered video systems [4].

Group 1 - F5 Incorporated (NASDAQ:FFIV) is recognized as one of the top communication equipment stocks by hedge funds [1] - Morgan Stanley analyst Meta Marshall raised the price target for F5 from $296 to $305, maintaining an Equal Weight rating, indicating an upside of over 10% from the current level [1] - Piper Sandler analyst James Fish also raised the price target for F5 from $295 to $325, suggesting an upside potential of approximately 18% [2] Group 2 - Fish noted a minor demand disruption in the last quarter but emphasized a strong hybrid multi-cloud pipeline, advancements in AI, and a robust product refresh, leading to an optimistic outlook for the upcoming year [3] - F5 provides multi-cloud application security and delivery solutions, focusing on speed, security, and availability across various architectures, including AI-enhanced security and API protection [4]

Extreme Networks (NASDAQ:EXTR) is one of the 11 best communication equipment stocks according to hedge funds. On January 29, the price target on Extreme Networks (NASDAQ:EXTR) was reduced from $21 to $17 by UBS analyst David Vogt. The analyst reaffirmed his Neutral rating on the stock based on UBS’s stance to stay on the sidelines. This stance is based on the company’s mixed quarter two results. Mizuho Sees Long-Term Upside in CoreWeave (CRWV) Despite Near-Term Risks Copyright: hywards / 123RF Stock Pho ...

Calix Incorporated (NYSE:CALX) is one of the 11 best communication equipment stocks according to hedge funds. On January 30, the price target for Calix Incorporated (NYSE:CALX) was lowered by Rosenblatt analyst Mike Genovese from $85 to $70. The analyst maintained his Buy rating on the stock, highlighting the recent dip in share price following a smaller-than-usual earnings beat as a buying opportunity. The firm is optimistic about a strong 2026, driven by upcoming catalysts that could support stronger pe ...

Ondas Incorporated (NASDAQ:ONDS) is one of the 11 best communication equipment stocks according to hedge funds. On January 21, Stifel analyst Jonathan Siegmann raised the price target for Ondas Incorporated (NASDAQ:ONDS) from $17 to $18. The analyst maintains a Buy rating on the stock after management’s recent virtual investor day presentation. The company shed light on its Autonomous Systems portfolio and recent acquisitions. Regarding management’s outlook, Siegmann stated: “Forecasts were nicely above ...