2 Communication Stocks Set to Ride on Solid Industry Growth Trends
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite short-term headwinds. BAND and ATEX are likely to benefit from the continued transition to cloud networks.
Anterix Eyes 900 MHz Monetization as FCC Order Opens Satellite Door
Anterix NASDAQ: ATEX is focused on monetizing its expanded 900 MHz spectrum position, developing new recurring-revenue products and exploring satellite direct-to-device connectivity, Chief Regulatory and Communications Officer Chris Guttman-McCabe said during a JPMorgan investor discussion hosted by telecom analyst Sebastiano Petti.
Anterix: America's Spectrum Monopoly: The $7 Billion Asset At 89% Discount
Anterix (NASDAQ: ATEX) holds a de facto monopoly on 900 MHz broadband spectrum, valued by management at $2.5–$7 billion, yet trades at a $758 million market cap. Recent FCC expansion to 10 MHz and a Qualcomm partnership unlock transformative potential, expanding the addressable market from utilities to mass consumer and satellite connectivity. Strategic interest is intensifying, evidenced by Amazon's $11.57 billion Globalstar acquisition and an ongoing Morgan Stanley-led review that could catalyze a premium buyout.
Anterix Inc. (ATEX) Discusses FCC 900 MHz Spectrum Expansion and Its Impact on Broadband Connectivity Transcript
Anterix Inc. (ATEX) Discusses FCC 900 MHz Spectrum Expansion and Its Impact on Broadband Connectivity Transcript
Bull Of The Day: Anterix (ATEX)
Anterix (ATEX) is a Zacks Rank #2 (Buy) that has a F for Value and an F for Growth. This company is focused on enabling private wireless broadband networks for critical infrastructure.
Anterix (ATEX) Up 30.2% Since Last Earnings Report: Can It Continue?
Anterix (ATEX) reported earnings 30 days ago. What's next for the stock?
ATEX and the New Utility Private LTE Buildout Cycle
Anterix aims to turn utility-private broadband into a long-term revenue engine after the FCC expanded the 900 MHz band, supporting larger private LTE networks.
Is ATEX Stock a Buy After the FCC 900 MHz Expansion?
ATEX gets a boost from FCC's 900 MHz broadband expansion, but clearing progress, cash collections, and license delivery pace may drive the stock in the next year.
Anterix Spectrum Model Explained for Utility Investors
Anterix's 900 MHz spectrum strategy targets utilities building private wireless networks, but revenue timing, clearing costs and FCC bandwidth expansion shape the outlook.
Wall Street Analysts See a 52.8% Upside in Anterix (ATEX): Can the Stock Really Move This High?
The mean of analysts' price targets for Anterix (ATEX) points to a 52.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Is Anterix (ATEX) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Anterix (ATEX) and Flex (FLEX) have performed compared to their sector so far this year.
Anterix (ATEX) Reports Q3 Loss, Tops Revenue Estimates
Anterix (ATEX) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.57. This compares to a loss of $0.46 per share a year ago.
