Company Performance - AST SpaceMobile, Inc. (ASTS) closed at $84.43, with a +1.69% change from the previous day, outperforming the S&P 500 which gained 0.56% [1] - Over the past month, shares of ASTS have decreased by 26.16%, while the Computer and Technology sector lost 4.09% and the S&P 500 lost 1.27% [1] Earnings Forecast - The upcoming earnings report for AST SpaceMobile is expected to show an EPS of -$0.18, indicating a 50% decline compared to the same quarter last year [2] - Revenue is projected at $40.69 million, reflecting a significant increase of 2019.17% from the equivalent quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at -$1.07 per share, representing a decline of 62.12% from the prior year, while revenue is expected to be $57.29 million, showing an increase of 1196.79% [3] Analyst Revisions - Recent revisions to analyst forecasts for AST SpaceMobile should be monitored, as they reflect short-term business trends and analysts' confidence in performance [4] - Changes in estimates are correlated with near-term stock prices, indicating the importance of these revisions [5] Zacks Rank and Industry Performance - AST SpaceMobile currently holds a Zacks Rank of 5 (Strong Sell), with a 22.01% downward shift in the consensus EPS estimate over the past month [6] - The Wireless Equipment industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 81, placing it in the top 34% of over 250 industries [7]

Company Performance - Monolithic Power (MPWR) has gained approximately 29.3% year-to-date, significantly outperforming the average loss of 2.6% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for MPWR's full-year earnings has increased by 5.8% over the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - Monolithic Power holds a Zacks Rank of 1 (Strong Buy), suggesting it is poised for strong performance in the near term [3] Industry Context - Monolithic Power is part of the Semiconductor - Analog and Mixed industry, which has seen an average gain of 24.5% this year, indicating that MPWR is performing better than its industry peers [6] - The Zacks Sector Rank places the Computer and Technology group at 6 out of 16, reflecting its relative strength within the broader market [2] - Another notable stock in the Computer and Technology sector is Ericsson (ERIC), which has returned 14.7% year-to-date and has a Zacks Rank of 2 (Buy) [5]

Core Viewpoint - Ericsson has shown strong stock performance, with a 19.5% increase over the past month and a new 52-week high of $11.38, outperforming both the Zacks Computer and Technology sector and the Zacks Wireless Equipment industry [1] Financial Performance - Ericsson has a consistent record of positive earnings surprises, having met or exceeded earnings consensus estimates in the last four quarters. In the latest earnings report on January 23, 2026, the company reported EPS of $0.27, beating the consensus estimate of $0.23, and exceeded revenue estimates by 4.74% [2] - For the current fiscal year, Ericsson is projected to earn $0.68 per share on revenues of $25.73 billion, reflecting no change in EPS and a 6.54% increase in revenues. For the next fiscal year, earnings are expected to rise to $0.71 per share on revenues of $26.28 billion, indicating year-over-year growth of 4.36% in EPS and 2.12% in revenues [3] Valuation Metrics - Despite reaching a 52-week high, valuation metrics suggest that Ericsson may still have room for growth. The stock trades at 16.6 times current fiscal year EPS estimates, significantly lower than the peer industry average of 32 times. On a trailing cash flow basis, it trades at 11.7 times compared to the peer group's average of 17.6 times. The PEG ratio stands at 1.96, positioning Ericsson favorably among value investors [7] Style Scores and Zacks Rank - Ericsson holds a Value Score of A, a Growth Score of A, and a Momentum Score of B, resulting in a combined VGM Score of A, indicating strong potential for value investors [6] - The stock currently has a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts. This aligns with the recommendation for investors to select stocks with Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, suggesting that Ericsson shares may have further upside potential in the near term [8]

Core Viewpoint - AST SpaceMobile, Inc. is experiencing significant fluctuations in its stock performance and is expected to report a substantial decline in earnings in the upcoming earnings report [1][2]. Group 1: Stock Performance - In the latest trading session, AST SpaceMobile, Inc. closed at $96.27, reflecting a -5.73% change from the previous day, which underperformed the S&P 500's loss of 0.33% [1]. - Over the past month, shares of AST SpaceMobile have appreciated by 3.79%, outperforming the Computer and Technology sector's loss of 1.09% and the S&P 500's unchanged performance [1]. Group 2: Earnings Projections - The upcoming earnings report is projected to show earnings of -$0.18 per share, indicating a year-over-year decline of 50% [2]. - For the full year, analysts expect earnings of -$1.07 per share and revenue of $54.87 million, representing changes of -62.12% and +1141.96% from the previous year, respectively [3]. Group 3: Analyst Estimates and Rankings - Recent revisions in analyst estimates for AST SpaceMobile reflect evolving short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [4]. - The Zacks Rank system currently rates AST SpaceMobile as 5 (Strong Sell), with the consensus EPS estimate having decreased by 21.04% in the past month [6]. Group 4: Industry Context - The Wireless Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 80, placing it in the top 33% of over 250 industries [7].

Core Insights - Ubiquiti Inc. has demonstrated strong financial performance, with impressive earnings and revenue growth in its recent reports [2][3][6] Financial Performance - The company reported earnings of $3.88 per share for the second quarter of fiscal 2026, exceeding the Zacks Consensus Estimate of $2.81 per share by 38.08% [2][6] - Revenue for the same quarter reached $814.87 million, surpassing expectations by 13.18% and showing significant growth from $599.88 million in the previous year [3][6] Stock Performance - Ubiquiti's stock is currently priced at $622.33, reflecting an increase of 8.04% or $46.33 [4] - The stock has experienced volatility, with a yearly high of $803.60 and a low of $255 [4] Dividend Announcement - The Board of Directors has declared a cash dividend of $0.80 per share, payable on February 23, 2026, to shareholders recorded as of February 17, 2026 [5]

Core Insights - ViaSat (VSAT) reported quarterly earnings of $0.79 per share, significantly exceeding the Zacks Consensus Estimate of $0.05 per share, and a notable improvement from a loss of $1.23 per share a year ago [1] - The earnings surprise of +1,404.76% highlights the company's strong performance, following a previous quarter where it also exceeded expectations [2] - Revenue for the quarter was $1.16 billion, slightly missing the Zacks Consensus Estimate by 0.85%, but showing growth from $1.12 billion year-over-year [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] - The current consensus EPS estimate for the upcoming quarter is $0.13, with expected revenues of $1.19 billion, and for the current fiscal year, the estimate is $0.44 on revenues of $4.66 billion [8] Stock Movement and Outlook - ViaSat shares have increased by approximately 15.2% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [4] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [7] Industry Context - The Wireless Equipment industry, to which ViaSat belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook for companies within this sector [9] - Another company in the same industry, Ubiquiti Inc. (UI), is expected to report quarterly earnings of $2.81 per share, reflecting a year-over-year increase of +23.3% [10]

Core Insights - InterDigital (IDCC) reported quarterly earnings of $2.12 per share, exceeding the Zacks Consensus Estimate of $1.65 per share, but down from $5.15 per share a year ago, indicating an earnings surprise of +28.74% [1] - The company achieved revenues of $158.23 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.59%, although this is a decline from year-ago revenues of $252.8 million [2] Earnings Performance - Over the last four quarters, InterDigital has consistently surpassed consensus EPS estimates [2] - The company has also topped consensus revenue estimates four times in the last four quarters [2] Stock Performance - InterDigital shares have decreased by approximately 1.4% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.19 on revenues of $155.3 million, and for the current fiscal year, it is $9.24 on revenues of $660.9 million [7] - The outlook for the Wireless Equipment industry, where InterDigital operates, is favorable, ranking in the top 30% of over 250 Zacks industries [8] Industry Context - Another company in the same industry, Motorola (MSI), is expected to report quarterly earnings of $4.36 per share, reflecting a year-over-year change of +7.9%, with revenues projected at $3.34 billion, up 11.1% from the previous year [9][10]

Core Insights - Aviat Networks, Inc. (AVNW) reported quarterly earnings of $0.54 per share, exceeding the Zacks Consensus Estimate of $0.48 per share, but down from $0.82 per share a year ago, resulting in an earnings surprise of +13.68% [1] - The company achieved revenues of $111.47 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.13%, although this is a decrease from year-ago revenues of $118.2 million [2] - Aviat Networks has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.56 on revenues of $108.7 million, and for the current fiscal year, it is $2.38 on revenues of $450.2 million [7] - The estimate revisions trend for Aviat Networks was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Wireless Equipment industry, to which Aviat Networks belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - AST SpaceMobile, Inc. (ASTS) stock decreased by 5.99% to $104.55, underperforming the S&P 500 which gained 0.54% [1] - Over the past month, ASTS shares increased by 33.23%, while the Computer and Technology sector gained 0.44% and the S&P 500 gained 0.74% [1] Group 2 - The upcoming earnings release is projected to show a loss of -$0.18 per share, a 50% decline year-over-year, with expected revenue of $38.27 million, up 1893.02% from the prior-year quarter [2] - For the full year, earnings are projected at -$1.07 per share and revenue at $54.87 million, reflecting changes of -62.12% and 0% respectively from the prior year [3] Group 3 - Recent changes to analyst estimates for AST SpaceMobile, Inc. indicate a shifting business landscape, with positive revisions suggesting analyst confidence in performance [4] - The Zacks Rank system, which evaluates estimated changes, currently ranks AST SpaceMobile, Inc. as 5 (Strong Sell), with a 21.04% decrease in the consensus EPS estimate over the last 30 days [6] Group 4 - The Wireless Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 73, placing it in the top 30% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - The article discusses the concept of momentum investing, emphasizing the strategy of buying stocks that are trending upwards with the hope of selling them at even higher prices [1] - Ericsson (ERIC) is highlighted as a stock with a Momentum Style Score of B, indicating its potential as a solid momentum pick [2][11] Company Performance - Ericsson's shares have increased by 10.72% over the past week, while the Zacks Wireless Equipment industry has decreased by 1.13% during the same period [5] - Over the last month, Ericsson's stock price has risen by 13.6%, outperforming the industry's growth of 6.74% [5] - In the last quarter, Ericsson's shares have risen by 13.25%, and over the past year, they have increased by 44.29%, compared to the S&P 500's gains of 1.81% and 17.32%, respectively [6] Trading Volume - The average 20-day trading volume for Ericsson is 10,930,460 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for Ericsson have been revised upwards, while none have been revised downwards, leading to an increase in the consensus estimate from $0.62 to $0.66 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions, indicating a positive earnings outlook [9] Conclusion - Given the positive performance metrics and earnings outlook, Ericsson is rated as a 2 (Buy) stock with a Momentum Score of B, making it a recommended pick for investors seeking short-term gains [11]