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The Latest Breaking News from Ryan Koontz

Google Just Gave This AI Infrastructure Stock a New $100 Million Growth Catalyst

Needham says Verizon's dark fiber partnership with Google could create more than $100 million in new revenue for Ciena, adding another catalyst to its AI growth story.

Barchart

SpaceX Analyst Sees 64% Upside to Stock: ‘Vertical Integration at Civilization Scale’

The highly anticipated SpaceX (NASDAQ:SPCX) IPO was one of the most talked about events in June. A month later, analysts lined up to provide initial coverage on the space stock.

Benzinga

Radcom Q1 Earnings Call Highlights

Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar

MarketBeat

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Applied Optoelectronics Eyes 800G Ramp as Data Center Demand Tops Capacity Into 2027

Applied Optoelectronics (NASDAQ:AAOI) expects a sharp second-half ramp in its data center optics business as demand for higher-speed transceivers continues to outstrip the company’s manufacturing capacity, Chief Strategy Officer and Chief Financial Officer Dr. Stefan Murry said at Needham’s 21st Ann

MarketBeat

Morgan Stanley Says This 1 Space Stock Is Getting Ready to Face Off with SpaceX

Morgan Stanley analysts believe Rocket Lab could become a competitor to SpaceX in the future.

Barchart

Planet Labs Beats Estimates, But Analysts Warn On Growth And Margins

Shares of Planet Labs PBC (NYSE:PL) came under pressure in early trading on Tuesday, even after the company reported strong fiscal second-quarter results a day earlier.

Benzinga

Rocket Lab 'In Prime Position To Challenge' SpaceX

A Rocket Lab USA Inc (NASDAQ:RKLB) analyst is raising the price target on the space stock after strong second-quarter results and third-quarter guidance.

Benzinga

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Why Rocket Lab Stock Is Gaining Friday

Rocket Lab Corporation (NASDAQ:RKLB) shares rose in premarket trading on Friday after Needham analyst Ryan Koontz reiterated a Buy rating and lifted the price forecast from $45 to $55.

Benzinga

Zoom AI Companion Efforts Fuel Earnings Beat, Stock Surge

Zoom stock is rallying after the company reported solid earnings thanks to demand for its AI-powered collaboration tools. Here's what you need to know.

Kiplinger

Microsoft Shares Slide As Analysts Assess Q4 Results And Future Prospects

BMO, RBC, Wedbush, Needham, and Piper Sandler analysts weigh in on Azure growth, AI potential, and market reaction.

Zenger

Why 5 Twilio Analysts Are Slashing Price Targets After Earnings

Shares of Twilio Inc (NYSE: TWLO) Thursday tumbled on disappointing quarterly revenue and projections. BofA Securities On Twilio

Benzinga

Zoom Had Disappointing Quarter, Faces Transition Year: Here's Why Some Analysts Are Cutting Price Targets

Video communications company Zoom Video Communications Inc (NASDAQ: ZM) reported earnings per share (EPS) that beat Street estimates and revenue which missed Street estimates on Monday. Analysts sized up the latest quarterly report and the company’s guidance.

Benzinga

Needham Lists Its Top Picks After Attending Fiber Connect 2022 Conference

Needham analysts Ryan Koontz and Chad Tevebaugh attended the Fiber Connect 2022 conference in Nashville. They heard from U.S. operators and met with many public and private companies in the broadband access space.

Benzinga

Zoom Beats Estimates, But Could Have Rough Year: What 8 Analysts Have To Say

Quarterly revenue and earnings per share from Zoom Video Communications (NASDAQ: ZM) came in better than anticipated from analysts. Here are the key takeaways from analysts on what’s next for the video technology company.

Benzinga

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news in one place.

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Benzinga

'Still A Second-Half Story': Twilio Analysts React To Mixed Q1 Earnings

Twilio Inc (NYSE: TWLO) shares dropped 2.7% on Thursday after the company reported conservative second-quarter guidance.

Benzinga

Twilio Shares Pop As Analysts Continue To See Sharp Upside Post Q4

Analysts mostly raised their price targets on Twilio Inc (NYSE:TWLO) post Q4 beat and continue to see sharp upside to the stock. Macquarie maintained Twilio with an Outperform and raised the price target from $281 to $306 (51.5% upside). KeyBanc analyst Steve Enders raised the firm's price target on Twilio to $320 from $283 (58.4% upside) and kept…

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