ATN International (ATNI) shares soared 12.5% in the last trading session to close at $29.11. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 18.7% gain over the past four weeks.The uptrend was largely buoyed by the divestment of 214 Southwestern U.S. towers and related operations for up to $297 million in an all-cash transaction. The divestment will enable ATNI to unlock the inherent value of its tower portfolio and reduce its de ...

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].

The Zacks Wireless National industry appears to be plagued by high capital expenditures for infrastructure upgrades, tariff uncertainty, supply-chain disruptions due to the prolonged Russia-Ukraine war, Middle East tensions and high customer inventory levels. However, the industry is likely to benefit in the long run from a fast-track 5G deployment and extensive fiber densification.  Amid this backdrop, Verizon Communications Inc. (VZ) , AT&T Inc. (T) and Liberty Latin America Ltd. (LILA) are likely to gain ...

Optimum Communications, Inc. (OPTU) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -200.00%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.12, delivering a surprise of -200%.Over the last four quarters, the comp ...

分组1 - T-Mobile reported quarterly earnings of $2.14 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, but down from $2.57 per share a year ago, representing an earnings surprise of +5.29% [1] - The company achieved revenues of $24.33 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.94% and increasing from $21.87 billion year-over-year [2] - T-Mobile has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 1.8% since the beginning of the year compared to the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $2.56 on revenues of $22.54 billion, and for the current fiscal year, it is $11.22 on revenues of $93.36 billion [7] - The Zacks Industry Rank for Wireless National is in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

The market expects Optimum Communications, Inc. (OPTU) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expec ...

Key Takeaways Verizon deployed mobile cell sites, generators and satellite assets to keep networks running.VZ added backup battery power, year-round maintenance and 24/7 crisis teams for critical comms.Verizon's efforts underscore a broader focus on network reliability and customer experience.Verizon Communications, Inc. (VZ) recently announced that it has taken several initiatives to ensure consistent connectivity during harsh winter environments. Snow, freezing rain and power outages caused by winter stor ...

Core Insights - Lumen Technologies, Inc. (LUMN) shares have increased by 18% over the past year, significantly outperforming the S&P 500's growth of 4.3% and contrasting with a 4.5% decline in the Diversified Communications Services sector [1][8] Price Performance - Lumen's stock performance has surpassed that of competitors such as Verizon, AT&T, and T-Mobile, which have seen declines of 4.6%, 10%, and 19% respectively during the same period [4] - LUMN's current stock price is $8.45, below its 52-week high of $11.95 [5] Growth Drivers - The demand for low-latency, high-bandwidth fiber connectivity driven by AI workloads is boosting Lumen's Private Connectivity Fabric (PCF) and network-as-a-service (NaaS) solutions, leading to $10 billion in secured PCF deals [6][8] - Lumen anticipates that the existing PCF business will generate $400-$500 million in recurring revenues by the end of 2028 [7] Customer Growth and New Offerings - Lumen has surpassed 1,500 customers on its NaaS platform, with a 32% sequential increase in active customers and a 36% increase in services sold [9] - The company has introduced Internet on Demand (IoD Offnet), which is expected to enhance market reach significantly [9] Strategic Initiatives - Lumen is targeting $1 billion in cost savings by 2027 through infrastructure simplification and AI-driven operational efficiencies [11] - The company is focused on deleveraging, with a planned sale of its fiber-to-the-home business to AT&T for $5.75 billion, expected to close in early 2026 [12][13] Financial Position - Lumen is trading at a discounted valuation with a price-to-sales ratio of 0.74, compared to the industry average of 1.53 [14][16] Future Outlook - Lumen's new business model, including the PxQ model and Project Berkeley, aims to enhance its service offerings and market position [10] - The company expects to generate between $500 million and $600 million in incremental revenues from its digital capabilities by the end of 2028 [10]

Core Insights - Verizon Communications, Inc. has secured all regulatory approvals for the $20 billion acquisition of Frontier Communications, which is essential for its long-term growth strategy [1][8] - The acquisition will expand Verizon's fiber reach to over 30 million passings across 31 states, significantly enhancing its market presence [1][8] Company Performance - As of Q3 2025, Frontier reported 3.3 million broadband customers and added 326,000 fiber passings, reaching a total of 8.8 million fiber locations [2] - Verizon will gain access to Frontier's substantial user base post-acquisition, which includes 133,000 new fiber broadband customers [2] Strategic Opportunities - The acquisition presents significant cross-selling opportunities, allowing Frontier customers to access Verizon's premium mobility, home internet, streaming, and connected home services [3] - Verizon plans to introduce bundled mobile and home internet plans, which may reduce customer churn in a competitive telecom market [3] Market Trends - The Fiber to the Home broadband market was valued at $56.03 billion in 2024 and is projected to grow at a compound annual growth rate of 12.4% from 2025 to 2030, indicating a favorable market environment for Verizon's expansion [4] Competitive Landscape - Verizon faces competition from AT&T and Charter Communications, with AT&T expanding its fiber network to 30 million locations and planning to acquire Lumen's fiber internet business [5] - Charter is investing $7 billion to enhance its fiber-optic network, focusing on rural internet service [6] Financial Metrics - Verizon's stock has gained 2.6% over the past year, contrasting with a 2.8% decline in the Wireless National industry [7] - The company's shares currently trade at a price/earnings ratio of 8.16, down from the industry's 11.34 [9]

Core Insights - Verizon Communications Inc. (VZ) has outperformed the Wireless National industry with a 4.4% gain over the past year, while the industry itself declined by 1.7% [1] - The stock has underperformed compared to the Zacks Computer & Technology sector and the S&P 500 during the same period [1] Performance Comparison - Verizon shares have outperformed T-Mobile US, Inc. (TMUS), which declined by 8.1%, but underperformed AT&T, Inc. (T), which returned 9.3% [2] Market Trends and Opportunities - Global enterprises are rapidly transforming digitally, driven by hybrid work models, cloud transitions, and automation, necessitating robust connectivity [3] - The 5G infrastructure market is projected to grow at a 13.1% compound annual growth rate (CAGR) from 2026 to 2033, while the 5G services market is expected to grow at a 62.2% CAGR from 2025 to 2030 [4] Strategic Initiatives - Verizon has signed a multi-year agreement with Array Digital, enhancing its 5G network through access to 4,400 tower sites across the U.S. [5] - The company launched a new 5G Network Slice - Enhanced Internet solution, offering 200 Mbps downlink and 45 Mbps uplink without data caps, aimed at sectors like logistics and public safety [6] Competitive Landscape - Verizon faces intense competition from T-Mobile and AT&T in a saturated U.S. wireless market, where customer acquisition often requires discounts and promotional activities, impacting margins [10] - The company has high capital expenditures to support its 5G Ultra Wideband network and fiber asset deployment, raising concerns about the timing of returns on these investments [11] Financial Outlook - Earnings estimates for 2025 have decreased by 0.43% to $4.68, and for 2026, they have declined by 1.02% to $4.83 over the past 60 days [13] - Verizon's shares are trading at a price/earnings ratio of 8.4, which is lower than the industry average of 11.55, indicating a relatively cheaper valuation [14] Long-term Growth Potential - The expansion of Verizon's 5G portfolio and innovative solutions like network slicing are expected to enhance prospects across multiple sectors [16] - Collaboration with Array Digital is anticipated to streamline the expansion of 5G and other wireless services, potentially yielding long-term benefits [16]