América Móvil SAB de CV (NYSE:AMX) ranks among the best telecom stocks to invest in. On December 11, Bank of America Securities began coverage of América Móvil SAB de CV (NYSE:AMX), rating it Neutral and setting a $26 price target on the company’s shares. The firm stated that Latin American telecommunications entered a positive period in 2023-2024, with capital expenditures relaxing following 5G investments and industry consolidation strengthening pricing power. BofA Securities noted that improved cash g ...

Core Insights - Hotchkis & Wiley Mid-Cap Value Fund's third-quarter 2025 investor letter highlights strong equity market performance, with major indices reaching all-time highs driven by enthusiasm for AI, anticipated Federal Reserve rate cuts, and robust corporate earnings [1] - The fund outperformed the Russell Midcap Value Index, achieving a gain of 7.74% compared to the index's 6.18% [1] Company Analysis: WPP plc - WPP plc is identified as a leading ad agency holding company, experiencing pressure due to lower-than-expected revenue growth and disappointing Q2 earnings results [3] - The stock of WPP plc saw a one-month return of 8.57%, but it has lost 62.46% over the past 52 weeks, closing at $21.16 per share with a market capitalization of $4.575 billion as of December 09, 2025 [2] - The introduction of a new CEO with expertise in digital transformation and AI is viewed as a potential catalyst for the company's turnaround, with expectations of mid-teens returns from capital return and organic growth [3] Hedge Fund Interest - WPP plc was held by 11 hedge fund portfolios at the end of the third quarter, an increase from 8 in the previous quarter, indicating growing interest among institutional investors [4] - Despite recognizing WPP plc's potential, the company is not among the 30 most popular stocks among hedge funds, with certain AI stocks being perceived as offering greater upside potential and lower downside risk [4]

Verizon Communications Inc. (NYSE:VZ) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 5, Barron’s reported that it had seen a video of the company’s live employee webcast on Friday, the first since last month’s mass layoffs. Verizon Communications Inc. (VZ)'s CEO Tells Employees Last Month's Layoffs Were Inevitable Photo by Austin Distel on Unsplash According to the report, Verizon’s CEO, Daniel Schulman, was blunt in explaining the downsizing. The company has lost between 5% a ...

Core Insights - Forterra has successfully closed a $238 million Series C funding round, which includes both equity and debt, led by Moore Strategic Ventures and supported by various new and existing investors [1][3] - The company aims to set the operating standard for autonomy in complex environments, focusing on automating vehicles and transforming operations for entire fleets [2][3] - Recent contract wins include a $114 million Prime contract with the Army and the first ground autonomy production contract with the DoD, indicating strong momentum in the defense sector [4][5] Funding and Investment - The Series C funding round was led by Moore Strategic Ventures, with participation from notable investors such as Salesforce Ventures, Franklin Templeton, and others [1] - Crescent Cove has shown continued support by providing both equity and debt, reflecting confidence in Forterra's growth since its Series A in 2021 [1] Company Mission and Technology - Forterra's mission is to create interoperable mission modules and an autonomous stack that enable platforms to operate without limits [3] - The company has delivered both hardware and operating systems necessary for future autonomous ground operations, positioning itself as a leader in defense technology [3] Recent Achievements and Partnerships - Forterra has secured multiple contracts, including a $4.8 million contract for the Army's UxS Program and partnerships with companies like Volvo Defense and BAE Systems [4] - The acquisition of mobile mesh network company goTenna and the expansion of its product suite further enhance Forterra's capabilities in the defense sector [4] Industry Context - There is a growing demand from defense customers for intelligent and interoperable systems capable of functioning across complex missions and command structures [5]

Core Insights - MasTec, Inc. is focusing on enhancing profitability through margin expansion in its non-pipeline segments, particularly in Communications, Power Delivery, and Clean Energy & Infrastructure, driven by increasing demand in telecom, grid modernization, and renewable energy [1][10] Financial Performance - In Q2 2025, non-pipeline EBITDA increased by 42% year-over-year to $257 million, with revenues rising by 26%. Communications revenues grew by 40%, Power Delivery by 20%, and Clean Energy & Infrastructure nearly doubled its EBITDA to $83 million, improving segment margin by 240 basis points to 7.4% [2][10] - Overall, non-pipeline margins improved by 100 basis points year-over-year and 230 basis points sequentially, reflecting enhanced productivity and operating leverage [2] Future Outlook - MasTec anticipates further sequential margin gains in the second half of 2025, especially in Communications and Power Delivery, while Clean Energy is expected to maintain steady margins. The company has raised its full-year 2025 EBITDA guidance to a range of $1.13 billion to $1.16 billion, primarily due to an expected 30% increase in non-pipeline performance [3][4] Industry Comparison - Other infrastructure peers, such as EMCOR Group and Sterling Infrastructure, are also focusing on margin expansion. EMCOR reported a 28% year-over-year increase in adjusted EPS to $6.72, with operating margin expansion of 50 basis points to 9.6% [5][6] - Sterling Infrastructure's adjusted EPS rose by 41% year-over-year to $2.69, with gross profit margin expanding by 400 basis points to 23.3%, attributed to a shift towards higher-margin E-Infrastructure projects [7] Stock Performance - MasTec's shares have surged by 59.3% year-to-date, outperforming the Zacks Building Products - Heavy Construction industry's growth of 46.4% [8] - The Zacks Consensus Estimate for MasTec's 2025 and 2026 earnings per share (EPS) indicates a year-over-year increase of 60% and 22.4%, respectively, with estimates remaining unchanged over the past 30 days [12]

Financial Performance - SCEE achieved record revenue of $801.5 million in FY25, a 45.2% increase compared to $551.9 million in FY24[11, 13, 80] - Record EBITDA reached $54.8 million, up 36.6% from $40.1 million in the previous year[11, 13, 80] - The company reported record EBIT of $45.9 million, a 40.4% increase from $32.7 million in FY24[11, 13, 80] - Record NPAT was $31.7 million, up 44.5% from $21.9 million in the prior year[11, 13, 80] Order Book and Sector Diversification - The order book stood at $685 million, a 4.9% decrease from $720 million in the previous year[11, 80] - Infrastructure sector contributed 63.8% of total revenue, amounting to $511.6 million, more than doubling from $233.7 million in FY24[11, 13] - Commercial sector revenue was $152.5 million, compared to $171.1 million in FY24[13] - Resources sector revenue was $137.4 million, compared to $147.0 million in FY24[13] Acquisitions and Strategy - SCEE's strategy involves diversifying into adjacent disciplines and servicing infrastructure, commercial, and resources sectors[6, 8] - The acquisition of Force Fire was completed on April 1, 2025, contributing to the final quarter results[11, 36, 80] - The company is exploring multiple further acquisition targets to enhance geographic diversification and capabilities[8, 45, 74, 81] Future Outlook - FY26 EBITDA guidance is projected to be in the range of $65 million to $68 million, representing an 18-24% growth on FY25 EBITDA[29, 81]

Group 1: Northrop Grumman Corporation (NOC) Contract - Northrop Grumman Corporation secured a contract valued at $99.1 million to support the Department of Defense's Combined Joint All-Domain Command and Control (JADC2) program [1][8] - The contract involves developing the Initial Providence Distributed Battle Management Command and Control System Minimum Viable Products, aimed at providing resilient, interoperable, and secure information dominance solutions [1] - The work related to the contract will be performed across multiple locations in the United States, with project completion expected by March 2028 [2] Group 2: C4ISR Market Growth - Global spending on advanced military systems, particularly Command, Control, Communications, Computers, Intelligence, Surveillance and Reconnaissance (C4ISR) technologies, is rapidly increasing due to countries enhancing their defense capabilities [3] - Mordor Intelligence forecasts a compound annual growth rate of 3.2% for the global C4ISR market during the 2025-2030 period [3] - Northrop Grumman, as a prominent player in military-grade C4ISR technologies, has been delivering advanced networking capabilities for over 60 years [4] Group 3: Competitors and Market Position - Lockheed Martin Corporation provides advanced systems for surveillance, reconnaissance, and battle management, with a long-term earnings growth rate of 10.3% and a projected 4.6% year-over-year sales growth for 2025 [5][6] - RTX Corporation focuses on integrated defense systems and has a long-term earnings growth rate of 9.1%, with a 6.1% year-over-year sales growth forecast for 2025 [6][7] - General Dynamics Corporation offers advanced communication systems and ISR platforms, with a long-term earnings growth rate of 10.7% and a projected 7.2% year-over-year sales growth for 2025 [7][9] Group 4: Stock Performance - NOC shares have gained 23.5% in the past three months, outperforming the industry growth of 7.2% [10]

Core Insights - Cognizant reported revenue of $5.25 billion for the quarter ended June 2025, reflecting an 8.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $5.19 billion by 1.01% [1] - Earnings per share (EPS) for the quarter was $1.31, up from $1.17 in the same quarter last year, exceeding the consensus EPS estimate of $1.26 by 3.97% [1] Revenue Performance by Segment - Health Sciences revenue was $1.55 billion, slightly below the average estimate of $1.61 billion, representing a year-over-year increase of 6.2% [4] - Communications, Media and Technology revenue reached $841 million, exceeding the average estimate of $826.36 million, with a year-over-year growth of 3.1% [4] - Products and Resources generated $1.31 billion, surpassing the estimated $1.25 billion, marking a significant year-over-year increase of 16% [4] - Financial Services revenue was $1.55 billion, slightly above the average estimate of $1.52 billion, reflecting a year-over-year growth of 6.9% [4] Stock Performance - Cognizant's shares have declined by 6.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - Wall Street analysts expect MasTec (MTZ) to report quarterly earnings of $1.41 per share, reflecting a year-over-year increase of 46.9% [1] - Revenues for the upcoming quarter are projected to be $3.39 billion, which represents a 14.5% increase from the same quarter last year [1] - There has been a 0.6% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their forecasts [1] Group 2 - Analysts estimate 'Revenue- Communications' to reach $770.03 million, a decrease of 6.6% from the prior-year quarter [4] - 'Revenue- Oil & Gas' is expected to be $473.06 million, indicating a decline of 17.4% year-over-year [4] - 'Revenue- Power Delivery' is forecasted to be $999.78 million, showing a significant increase of 57.1% compared to the previous year [4] Group 3 - The consensus estimate for 'Revenue- Clean Energy and Infrastructure' stands at $1.15 billion, reflecting a year-over-year increase of 22% [5] - 'Adjusted EBITDA- Communications' is projected to reach $85.09 million, up from $81.90 million in the same quarter last year [5] - 'Adjusted EBITDA- Oil and Gas' is expected to be $66.56 million, down from $135.10 million reported in the same quarter last year [6] Group 4 - 'Adjusted EBITDA- Power Delivery' is estimated at $82.60 million, compared to $51.40 million in the previous year [6] - 'Adjusted EBITDA- Clean Energy and Infrastructure' is projected to be $81.45 million, up from $47.40 million year-over-year [7] - MasTec shares have increased by 11.9% in the past month, outperforming the Zacks S&P 500 composite's 3.4% increase [7]

Core Insights - Huntington Ingalls Industries, Inc. (HII) is expected to report second-quarter 2025 earnings on July 31, 2025, before market open, with a four-quarter average negative earnings surprise of 4.20% [1] Revenue Performance - The Ingalls unit is projected to experience a revenue decline of 2.5% year-over-year, with estimates at $0.69 billion due to lower sales volume from amphibious assault ships [2] - The Newport News segment is also expected to see a revenue drop of 0.5% year-over-year, with estimates at $1.53 billion, impacted by lower sales volumes in aircraft carriers and submarines [3] - The Mission Technologies unit is anticipated to report a revenue decline of 2.8% year-over-year, with estimates at $0.74 billion, primarily due to lower sales volumes from C5ISR [4] - Overall, HII's second-quarter sales are estimated to decline by 1.6% year-over-year to $2.93 billion, reflecting sales declines across all major segments [5][7] Earnings Expectations - HII's second-quarter earnings per share (EPS) estimate is pegged at $3.23, indicating a significant year-over-year decline of 26.3% [6][7] - The lower operating margin in the Ingalls segment, attributed to poor performance and supply-chain disruptions, is expected to negatively impact earnings [6] Earnings Prediction Model - The Zacks model indicates that HII does not conclusively predict an earnings beat this time, with an Earnings ESP of -0.29% [8] - HII currently holds a Zacks Rank of 2, indicating a "Buy" rating [9]