AT&T faces rising headwinds, while ERIC, COMM and VIAV emerge as strong 5G and fiber plays to watch in 2026.
COMM boosts its networking edge with AI-powered Wi-Fi 7, record DOCSIS 4.0 speeds, and a sharper focus on high-growth fiber and 5G markets.
COMM and GLW race to capture booming demand from AI data centers, 5G rollout and high-bandwidth applications across global networks.
CommScope is reaffirmed as a Strong Buy following Q3 2025's 51% y/y revenue and 97% EBITDA growth. COMM benefits from secular tailwinds in AI data center cabling, DOCSIS 4.0 broadband upgrades, and WiFi 7-driven Ruckus resurgence. The $10.5 billion CCS segment sale to Amphenol will eliminate debt and enable a focused, growth-oriented balance sheet.
Micron Technology (MU), CommScope (COMM), and Seagate (STX) are top quant strong buys in the AI sector, exhibiting sector-leading fundamentals and attractive valuations. MU trades at a 50% PE discount to sector peers with 36% forward revenue and 191% EPS growth, while analyst revisions remain overwhelmingly positive.
COMM's 251.5% six-month surge is fueled by booming ANS sales, RUCKUS demand and major portfolio moves.
The greatest beneficiaries of a Santa rally tend to be the year's dominant themes. December seasonality gives investors another timely opening to lean into three stocks that focus on the market's strongest theme of 2025 – AI infrastructure boom. The economic backdrop consists of moderating growth combined with softening data supporting lower interest rates and the potential for strong seasonal returns.
CommScope is a leading infrastructure provider for data centers and communications, riding the AI-powered growth wave. COMM remains highly undervalued, trading at a forward P/E of 11 versus peers at 24x and S&P 500 average of 23x. I rate COMM a Buy with a $20.50 price target, implying 22% upside and continued outperformance driven by AI and connectivity demand.
CommScope is well-positioned to benefit from surging demand for high-speed connectivity, digital infrastructure, and next-generation wireless technologies. COMM's strategic restructuring, including the $10B CCS asset sale, reduces debt and refocuses on high-growth broadband and enterprise wireless segments. Q3 2025 results exceeded expectations, with strong revenue and EBITDA growth, supporting management's optimistic outlook and upgraded full-year guidance.
CommScope Holding Company (COMM) is well-positioned for further upside, benefiting from strong AI infrastructure demand and robust Q3 results. COMM delivered a significant Q3 earnings beat, driven by DOCSIS 4.0, Wi-Fi 7 upgrades, and strong RemainCo asset performance, with healthy cash flow and liquidity. Valuation remains attractive, with shares trading 20% below fair value based on EV/EBITDA and potential for continued earnings growth through 2027.
Should you buy a stock after it just tripled? That's the billion-dollar question facing investors as they consider a stake in CommScope (NASDAQ:COMM) stock in November 2025.
CommScope Holding Company, Inc. ( COMM ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Massimo Disabato - Vice President of Investor Relations Charles Treadway - President, CEO & Director Kyle Lorentzen - Executive VP & CFO Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Kevin Niederpruem - BofA Securities, Research Division Brenden Rogers - Wolfe Research, LLC Presentation Operator Good day, and thank you for standing by. Welcome to CommScope's Third Quarter 2025 Earnings Conference Call.