3 Communication Stocks Set to Ride on Healthy Fiber & Cloud Traction
Portfolio Pulse from
The Zacks Communication - Components industry is expected to benefit from increased fiber densification, cloud focus, and 5G deployment. Companies like Arista Networks (ANET), Corning Inc. (GLW), and AudioCodes Ltd. (AUDC) are well-positioned to capitalize on the demand for seamless connectivity solutions.
February 20, 2025 | 4:00 pm
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POSITIVE IMPACT
Arista Networks is poised to benefit from the growing demand for fiber and cloud solutions, driven by 5G deployment.
ANET is highlighted as a key player in the communication industry, benefiting from trends like fiber densification and 5G, which are expected to drive demand for its products.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
AudioCodes Ltd. is well-positioned to leverage the demand for seamless connectivity solutions driven by fiber and cloud trends.
AUDC is mentioned as a company that can benefit from the growing need for connectivity solutions, driven by fiber and cloud expansion, suggesting a positive outlook.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Corning Inc. is expected to benefit from the increased demand for fiber solutions as part of the 5G and cloud expansion.
GLW is positioned to capitalize on the demand for fiber solutions, which is crucial for 5G and cloud infrastructure, indicating potential positive impact on its stock.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 70