3 Well-Positioned AI Stocks From Steven Cress
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.
CommScope Soars 251.5% in Six Months: How to Play the Stock?
COMM's 251.5% six-month surge is fueled by booming ANS sales, RUCKUS demand and major portfolio moves.
3 Best AI Stocks For The 2025 Santa Rally
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: Undervalued Connectivity Leader Riding The AI Data Center Boom
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: From Debt Burden To Digital Revolution
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: Why This 2025 AI Infrastructure Winner Has More Upside
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.
Up 200%, Is CommScope (COMM) Stock About to Collapse?
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 Transcript
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.
CommScope Tops Q3 Earnings Estimates on Solid Top-Line Improvement
COMM posts more than 50% revenue growth in Q3 2025, topping earnings estimates with solid demand across all segments.
Here's What Key Metrics Tell Us About CommScope (COMM) Q3 Earnings
While the top- and bottom-line numbers for CommScope (COMM) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CommScope And Its Likely Bullish Future
CommScope Holding Company (COMM) is rated "Buy" with a price target of $22-23, reflecting significant recovery potential post-CCS divestiture. COMM's RemainCo, focused on ANS and Ruckus, is showing strong EBITDA growth, margin expansion, and benefits from reduced debt and capital needs. The upcoming unified products platform and DOCSIS 4.0 cycle position COMM for sustainable double-digit EPS growth beyond 2026, supporting further stock repricing.
CommScope's Turnaround Story Isn't Over Yet
CommScope (COMM) remains a Buy as the company executes a focused turnaround, selling non-core assets and reducing debt. COMM's upside depends on delivering margin expansion, steady cash flow, and growth in its core Ruckus and Access Network Solutions segments. Valuation is fair at current levels, with the stock offering moderate upside if management meets targets and maintains customer loyalty.
