A new report from Cowen notes that the giant carriers' light first-half spending combined with unchanged total 2015 guidance could be big for the Verizon's communications equipment suppliers.
Wednesday's top analyst upgrades, downgrades and initiations include Apple, Exxon Mobil, LifeLock, Microsoft, PayPal and Chipotle Mexican Grill.
A new UBS report notes that the top communications equipment stocks in the firm's universe have pulled back over the past two weeks over various macro concerns and may be offering investors…
Wednesday's top analyst upgrades, downgrades and initiations include Ambarella, Cisco Systems, Frontier Communications, Marvell Technology, Yingli Green Energy and AT&T.
Investors looking to add stocks that will benefit in a rising interest rate environment have four solid choices from Merrill Lynch.
Cyan is looking to be acquired by Ciena. Considering Cyan’s trading history, the question of fair value should be very much up for debate.
Chris Lange The world of advanced communications technology could be about to become even more consolidated.
The slightest uptick in capital spending and the continued need for network and data center expansion should keep these top companies very busy in the coming months and years.
New reports from the technology team at RBC focus on stocks in storage and networking that could ready to move higher as demand and fundamentals are solid.
Deutsche Bank analysts focused on three companies that stand to benefit from the continued effort by the carriers to build out network capacity.
Ciena reported mixed first-quarter fiscal 2015 results before markets opened Thursday morning.
24/7 Wall St. screened the recent RBC list of technology takeover candidates for five higher profile and more well-known stocks.
Deutsche Bank surveyed top CIOs and here are four favorite stocks to buy in the technology sector.
The market saw a big rally in Thursday morning’s trading, and it seems that even some stocks' bad news has resulted in a positive reaction.
Ciena reported mixed fiscal fourth-quarter results Thursday before the U.S. markets opened.
Chris Lange 
