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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Ericsson Q2 Earnings Call Highlights
MarketBeat36d agoneutral
Ericsson Q2 Earnings Call Highlights

Ericsson (NASDAQ:ERIC) reported a modest organic sales decline for the second quarter of 2026 while maintaining strong margins, as management highlighted disciplined execution, ongoing cost controls and a leadership transition that will see Per Narvinger take over as chief executive in October. Pre

Viavi Solutions (VIAV) Stock Still Looks Below Fair Value While Broader Checks Stay Mixed
Simply Wall St.38d agoneutral
Viavi Solutions (VIAV) Stock Still Looks Below Fair Value While Broader Checks Stay Mixed

After a very strong 319.5% return over the past year, Viavi Solutions now screens as undervalued on market multiples, while its broader valuation checks point to a more mixed picture. This puts the recent share price surge under closer scrutiny. Viavi Solutions has delivered a 319.5% return over the last 12 months, so recent buyers are effectively paying up after a sharp rerating. Expectations around AI driven data center and optical networking demand can support optimism on revenue...

Viavi Solutions (VIAV) Price Target Raised as AI DCI Demand Builds
Insider Monkey41d agoneutral
Viavi Solutions (VIAV) Price Target Raised as AI DCI Demand Builds

Viavi Solutions Inc. (NASDAQ:VIAV) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, Susquehanna analyst Mehdi Hosseini raised his price target on Viavi Solutions Inc. (NASDAQ:VIAV) to $66 from $60, while maintaining his Positive rating on the stock. The reason for the call, according to Hosseini, was […]

Is Nokia Oyj (HLSE:NOKIA) Fairly Valued As Leadership Changes Meet A Sharp Pullback?
Simply Wall St.41d agoneutral
Is Nokia Oyj (HLSE:NOKIA) Fairly Valued As Leadership Changes Meet A Sharp Pullback?

Nokia Oyj (HLSE:NOKIA) has drawn fresh attention after appointing Priya Narayanan as Client Chief Technology Officer for India, a role focused on technology roadmaps with major communications service providers. See our latest analysis for Nokia Oyj. Those leadership moves come after a sharp pullback in Nokia Oyj’s share price, which is down 20.63% over 30 days despite a 26.80% 90 day share price return and a 141.70% 1 year total shareholder return. This combination suggests strong long term...

Nokia (HLSE:NOKIA) Stock May Be 12% Undervalued On Fresh AI Network News
Simply Wall St.41d agoneutral
Nokia (HLSE:NOKIA) Stock May Be 12% Undervalued On Fresh AI Network News

Nokia Oyj stock has surged over the past three years, yet its valuation checks are sending mixed messages, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while market multiples suggest the shares trade on the rich side. Nokia Oyj has returned 190.5% over the past three years, which puts extra focus on whether current expectations already build in much of the good news. The partnership activity around AI enabled networks, including the recent AI RAN work...

Nokia (NOK) Taps SAP and Microsoft: Cloud and AI in Focus
Insider Monkey42d agoneutral
Nokia (NOK) Taps SAP and Microsoft: Cloud and AI in Focus

Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and analysts see […]

Nokia (HLSE:NOKIA) Expands Into Defense With Military Networks And Anti Drone Partnerships
Simply Wall St.47d agobullish
Nokia (HLSE:NOKIA) Expands Into Defense With Military Networks And Anti Drone Partnerships

Nokia Oyj is expanding further into defense technology, supplying secure 4G/5G communications for military users. The company is working with the Finnish Border Guard on anti drone solutions aimed at protecting critical infrastructure. Nokia has also joined partnerships such as its collaboration with KNDS to develop next generation tactical battlefield connectivity. Nokia Oyj, traded as HLSE:NOKIA, is drawing fresh attention as it pushes deeper into defense and homeland security projects...

Is Nokia (NOK) The Best Under-The-Radar AI Stock To Buy?
Insider Monkey47d agobullish
Is Nokia (NOK) The Best Under-The-Radar AI Stock To Buy?

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Nokia (NYSE:NOK) ranks #5 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 66 Redditors are saying Nokia (NYSE:NOK) should not be seen as an old-school telecom equipment company hanging on for dear life. It has transformed. Nokia is […]

Nokia (NOK) Joins Finnish Consortium to Develop National Counter-Drone Network
Insider Monkey48d agoneutral
Nokia (NOK) Joins Finnish Consortium to Develop National Counter-Drone Network

Nokia (NYSE:NOK) is one of the most buzzing stocks to buy right now. On June 25, Nokia joined a Finnish Border Guard-led consortium to develop nationwide counter-drone capabilities. Through its Defense unit, Nokia will provide an intelligent network solution that enables secure, high-performance connectivity between patrol vehicles, boats, and sensors, ensuring real-time data exchange and […]

SAP SE (SAP) Among Jefferies’ Top European Software Stock Picks
Insider Monkey48d agoneutral
SAP SE (SAP) Among Jefferies’ Top European Software Stock Picks

SAP SE (NYSE:SAP) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, Investing.com reported that Jefferies named SAP as one of its top European software stock picks, identifying the firm as the most aggressive company in its coverage in shifting toward an “AI-first” strategy. Jefferies highlighted the […]