11 Communication Equipment companies are scored. Their average composite is 68.4, and 0 are in the A range (76+). The leader is Lumentum Holdings Inc. (LITE) at 74.1 (B+). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lumentum Holdings Inc. (LITE) | 74.1 | B+ | 92 | 91 | 93 | 80 | 33 | 91 | 36 | 65 | -25.3% |
| 2 | Ciena Corp (CIEN) | 73.3 | B+ | 92 | 85 | 87 | 84 | 39 | 82 | 50 | 45 | -25.5% |
| 3 | Zebra Technologies Corporation (ZBRA) | 71.8 | B+ | 92 | 82 | 81 | 80 | 65 | 35 | 49 | 73 | -4.5% |
| 4 | Motorola Solutions Inc. (MSI) | 70.9 | B+ | 92 | 87 | 99 | 74 | 41 | 31 | 64 | 59 | -3.7% |
| 5 | Cisco Systems Inc. (CSCO) | 70.4 | B+ | 92 | 87 | 86 | 80 | 52 | 38 | 63 | 64 | -6.2% |
| 6 | Coherent Inc. (COHR) | 69.7 | B | 92 | 89 | 93 | 83 | 44 | 73 | 26 | 46 | -24.5% |
| 7 | Viavi Solutions Inc. (VIAV) | 68.8 | B | 92 | 87 | 93 | 82 | 45 | 58 | 35 | 52 | -5.7% |
| 8 | Harmonic Inc. (HLIT) | 66.9 | B | 92 | 85 | 86 | 80 | 54 | 32 | 40 | 38 | -1.6% |
| 9 | Extreme Networks Inc. (EXTR) | 66.3 | B | 92 | 74 | 69 | 71 | 62 | 42 | 60 | 45 | -0.9% |
| 10 | Applied Optoelectronics Inc. (AAOI) | 64.8 | B | 92 | 87 | 87 | 82 | 34 | 96 | 9 | 43 | -50.5% |
| 11 | AST SpaceMobile Inc (ASTS) | 55.5 | C+ | 92 | 81 | 81 | 76 | 4 | 98 | 6 | 12 | -50.9% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.