智通财经APP获悉，美东时间周二，德意志银行将美国通信设备供应商CommScope(COMM.US) 纳入该 机构的"Catalyst Call Buy"名单中，令该股备受市场关注，加入德银编制的"积极催化剂看涨"名单的股票 标的往往在未来3个月内股价大幅跑赢大盘。受此提振，截至周二美股收盘，CommScope股价大幅上涨 超13%，至7.33美元。 在德意志银行研究体系里，"Catalyst Call Buy"是一种短期、事件驱动型的高置信度看涨交易观点。当德 银分析师认为某只股票在未来约两周至三个月内将因"催化剂"(业绩、法规、并购以及产品发布等)而明 显跑赢大盘或所属板块时，就会把该股加入 Catalyst Call Buy 名单。 该公司当前的业务版图被划分为四大核心板块：宽带网络(Broadband Networks)、场馆与园区网络 (Venue & Campus Networks)、室外无线网络(Outdoor Wireless Networks)，以及网络、智能蜂窝与安全 (NICS，包括 RUCKUS Wi-Fi 与私有 5G)。借助并购 Andrew、ARRIS 等标的及持续的技术投入，该 ...

公司概况 - CommScope Holding Company Inc 是一家规模相对较小的公司 [1] - 公司具有多项吸引人的特质 [1] 分析师持仓 - 分析师通过股票、期权或其他衍生品持有该公司多头头寸 [1]

ewg3D Listen here or on the go via Apple Podcasts and Spotify Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Picks #7-10 (45:20). This is an excerpt from Top Stocks For H2 2025. Get 20% off Alpha Picks an ...

Key Takeaways Clearfield is gaining from demand for fiber installation solutions and regional network expansion. CLFD benefits from BEAD program prospects, supply chain resiliency, and strong liquidity metrics. COMM is expected to see strong traction for its XPND fiber platform despite macro headwinds.Clearfield, Inc. (CLFD) and CommScope Holding Company Inc. (COMM) are major players in the fiber broadband space. Clearfield is an industry leader in fiber management and deployment solutions. CommScope is a ...

CommScope Holding Company, Inc. (COMM) and Amphenol Corporation (APH) are major players in the communication infrastructure industry. CommScope is a premier provider of infrastructure solutions, including wireless and fiber optic solutions, for the core, access and edge layers of communication networks. The company has created a niche market for itself, helping customers scale network capacity, delivering better network response time and performance, and simplifying technology migration.Amphenol is a major ...

股价表现 - 过去一年股价上涨378.2%，远超通信基础设施行业29.2%的涨幅 [1] - 同期表现优于Zacks计算机与科技板块（7.4%）和标普500指数（9%） [1] - 显著跑赢竞争对手康宁（34.4%）和安费诺（27.6%） [2] 战略优化与产品创新 - 通过剥离户外无线网络部门、分布式天线系统业务及家庭网络业务优化资产组合 [3] - 投资产能扩张以应对高积压订单需求，并拓展企业业务至渗透不足的大都市区 [4] - 产品线覆盖光纤到户、数据中心连接、Wi-Fi 7/6GHz、DOCSIS 4.0等技术领域 [4] - 推出Propel XFrame光纤框架解决方案提升高密度数据中心管理效率 [4] 市场竞争力 - 在接入网解决方案领域面临Harmonic、ATX Networks和思科的激烈竞争 [6] - 连接与电缆解决方案部门受康宁（生成式AI光纤产品）和安费诺（高速互联方案）挤压 [6] - 客户分散化优势显著，单一客户收入占比不足10% [5] 5G投资影响 - 5G核心光纤回传网升级将增加基础设施投资，短期可能稀释盈利 [8] 盈利预测趋势 - 2025年每股收益预期60天内上调9.88%至0.89美元 [10] - 2026年每股收益预期上调4.39%至1.19美元 [10] - 季度及年度盈利预测均呈现向上修正趋势（Q1+4.55%，F1+9.88%） [11] 长期增长基础 - 全球化销售网络覆盖100个国家，渠道合作伙伴体系完善 [5] - 差异化产品组合与高增长领域投资支撑可持续增长 [11]

CommScope Holding Company, Inc. (COMM) reported impressive first-quarter 2025 results, wherein both bottom and top lines surpassed the respective Zacks Consensus Estimate. The company’s revenues increased year over year, driven by solid demand across all segments. Management’s strong focus on innovations, strategic expansions and core business also drove the top line.Net Income of COMMOn a GAAP basis, net income in the March quarter was $767.1 million, or $2.88 per share against a net loss of $349.7 million ...

CommScope Company (COMM) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Massimo Disabato - VP, IRCharles Treadway - President and Chief Executive OfficerKyle Lorentzen - EVP & CFOSamik Chatterjee - Managing DirectorSimon Leopold - Managing Director Conference Call Participants Meta Marshall - AnalystMatt Niknam - AnalystMichael Fisher - Analyst Operator day, ladies and gentlemen, and thank you for standing by. Welcome to the CommScope First Quarter twenty twenty five Earnings Conference ...

First Quarter 2025 Results Important information Caution Regarding Forward Looking Statements This presentation includes certain statements that constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect our current views with respect to future events and financial performance. These forward-looking statements are generally identified by their use of such terms and phra ...

CommScope Company (COMM) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 day, ladies and gentlemen, and thank you for standing by. Welcome to the CommScope First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, this conference call is being recorded. At this time, I would like to turn the conference over to Massimo DeSabato. Sir, please begin. Sp ...