AVGO Stock: Broadcom Deserves A Price Target of $360

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Trump is still ramping his anti-China rhetoric but analysts and the quant rating AI of Seeking remains very bullish on Broadcom.
  • Broadcom makes most of its revenue from China. Chinese factories are now back to full operations.
  • The greater demand for internet bandwidth is a tailwind for Broadcom.
  • The new U.S. sanctions against Huawei is another tailwind for Broadcom.
  • Broadcom’s long list of acquisitions has made it pandemic-resistant. Its products and services now cater to various industries.

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Ericsson Stock Forecast: The Headwind of Huawei Is A Tailwind For Ericsson

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Ericsson’s stock has a price return of 32% since my last buy recommendation. I’m again reiterating this 5G networking-centric stock as a buy.
  • The new U.S. sanctions are a strong headwind for Huawei. Huawei’s problems are to the benefit of Ericsson’s 5G infrastructure deployment business.
  • Huawei’s affordable 5G hardware and software solutions will lose current and future customers due to U.S. government’s threat of severe punishments against Huawei/ZTE equipment buyers.
  • Proof of the ostracization of Huawei is that German firm Deutsche Telekom and Bell Canada has chosen Ericsson for their high-profile 5G infrastructure deployment contracts.
  • Ericsson will only have to contend with Nokia with it comes to 5G deployment on non-China markets. Less competition is always welcome.

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Stock Predictions: Fast-Growing 5G Infrastructure Deployments Is A Tailwind For Corning

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Corning Incorporated’s stock price has a 6-month return of -13.69%. It is now cheaper to own.
  • The depressed stock price of GLW gave it a much lower Price/Sales valuation ratio than its peers, INTC, QCOM, and CSCO.
  • Corning has an emerging growth driver in 5G. Intel and Verizon are now partners with Corning’s fiber optics-centric 5G infrastructure deployment.
  • It is not only smartphones that’s driving 5G adoption. Businesses, factories, homes, offices, are all future 5G adopters.
  • The global 5G infrastructure market is growing at 95.8% from 2018 to 2025. It will have a market size of $58.17 billion by 2025.

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JNPR Stock Forecast: PTX, 400 Gig, and Contrail will Drive Juniper Networks’ Revenue

 

 

This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.

 

 

Summary

  • Juniper Networks Delivers Better-Than-Expected Results for Q1 2018

  • Cloud Routing is Suffering Short Term due to the Transition from MX to PTX

  • Cloud Switching has Positive Outlooks Attributable to 400 Gig Development

  • Service Provider is Looking Strong Thanks to Contrail and SD WAN

  • Valuations Methods Suggest JNPR is Currently Underpriced

  • I Know First’s Algorithm Forecast is Bullish for JNPR in the Long Run

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Verizon Stock Forecast: Verizon Is A Cheap, Low-Beta Long-Term Investment

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Verizon Stock Forecast

Summary:

  • The earlier-than-expected global 5G roll-out should make Verizon’s stock more attractive to investors.
  • Verizon can increase its 150 million subscribers by offering 5 or 10 gigabit wireless internet speed.
  • Verizon has compelling reason to be one of the earliest adopters of 5G networks. For many years now, Verizon is assessed as the U.S. network with the fastest wireless speed.
  • Verizon reviving the legendary Palm brand for 2018 smartphones can attract new prepaid and post-paid subscribers.
  • VZ is attractive to long-term investors who like low-beta companies. VZ is also a consistent dividend giver.

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Quick Win by the Algorithm: 5G Coupled with Q4 Reports Show Significant Upside Potential for CRNT in 2018

Stock Prediction Quick Win

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Verizon Stock Forecast: 5G Developments and Acquisition

This article was written by Blair Goldenberg, a Financial Analyst at I Know First, and enrolled in a Masters of Finance at Colorado State University.

Verizon Stock Analysis

Summary

  • Verizon (VZ) Stock Analysis
  • I Know First Algorithm Bullish Forecast For VZ

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