Jun. 6 at 2:26 PM
$COMM #VOO #SPY #QQQ #UDOW #IWM
CommScope (COMM) presents a value-driven turnaround opportunity in tech infrastructure, fueled by hyperscale data centers, enterprise fiber, and AI-driven connectivity demand. Despite surging 406% over the past year, it remains undervalued, trading at 4.75x forward P/E. Strong growth (EBIT up 2,003% Y/Y) and strategic cost-cutting bolster its momentum. Risks include negative free cash flow (-202M in Q1) and tariff uncertainties, but management is mitigating supply chain volatility. With institutional liquidity trends favoring infrastructure plays, COMM’s deep valuation discounts make it attractive for long-term investors willing to withstand short-term volatility. The rise of AI-dependent networking positions COMM as a potential leader in broadband infrastructure expansion.
