Oct. 2 at 7:05 PM
$COMM Main Reasons for Potential Upside Leading into Q3 Earnings
• Strong Q2 Momentum and Guidance Raise: Q2 25 revenue surged 32% YoY to
$1.39B with adjusted EBITDA up 79% to
$338M, prompting a EBITDA guidance hike to
$1.15B— continued strength in data centers and 5G will likely carry into Q3
• CCS Sale for Debt Reduction: The
$10.5B deal with Amphenol (closing H1 2026) will slash ~
$9B in debt, improving balance sheet and freeing cash for growth, and potentially sparking a short squeeze with high short interest
• Analyst Optimism and Upward Revisions: EPS estimates for 2025 have risen 43% recently to ~
$1.29, with a consensus Buy rating from 23 analysts and price targets averaging
$18.57 (16%+ upside), undervalued ~11x forward earnings vs. peers.
• Sector Tailwinds and Customer Demand: Booming AI/data center and 5G trends are fueling orders.
• Ciena (same sector) reported Q3 on 9/4, stock surged 24% closing at
$116.92 (up from
$94.80. Current price
$153
• Supply shortage!
