ERIC Ericsson American Depositary Shares Loading... : Bullish and Bearish Analyst Opinions
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22:40
Aug 05
Aug 05
"Watch telecom equipment on delayed RAN recovery."
Watch Ericsson, Nokia, and Samsung Networks amid stable but weak RAN spending and no near-term recovery catalyst. Negative read-through for conventional wireless infrastructure, not an explicit short or avoid.
MED
19:29
Jul 15
Jul 15
The article highlights Ericsson's 13.5% drop on its earnings day as the direct catalyst dragging Nokia lower, serving as a negative read-through for Nokia's telecom equipment segment. This implies Eri
The article highlights Ericsson's 13.5% drop on its earnings day as the direct catalyst dragging Nokia lower, serving as a negative read-through for Nokia's telecom equipment segment. This implies Ericsson's results disappointed the market, making it a near-term risk factor for the peer.
Risk: Ericsson's weakness may be idiosyncratic rather than sector-wide; Nokia could still deliver better results due to different product mix or geography.
11:20
Jul 14
Jul 14
Ericsson shares decline after the company reports margin headwinds caused by memory chip.
Ericsson shares decline after the company reports margin headwinds caused by memory chip inflation.
07:07
Jul 14
Jul 14
Ericsson shares fall 10 percent in their steepest drop since January 2025.
Ericsson shares fall 10 percent in their steepest drop since January 2025, marking a significant decline for the telecommunications company.
05:28
Jul 14
Jul 14
Ericsson reported second-quarter earnings that met analysts' forecasts amid rising component.
Ericsson reported second-quarter earnings that met analysts' forecasts amid rising component costs for the Swedish telecommunications company.
05:10
Jul 14
Jul 14
Ericsson reported mixed Q2 earnings with net sales and adjusted EBIT slightly below estimates.
Ericsson reported mixed Q2 earnings with net sales and adjusted EBIT slightly below estimates but adjusted EBITA margin modestly above consensus.
19:05
Jun 22
Jun 22
Co-mentioned as a comparable whose valuation multiple currently anchors NOK's market pricing.
Co-mentioned as a comparable whose valuation multiple currently anchors NOK's market pricing; no directional view on ERIC itself.
LOW
11:46
Jun 20
Jun 20
Buy Ericsson as a beneficiary of European and US-driven Huawei replacement in 5G/6G networks.
Buy Ericsson as a beneficiary of European and US-driven Huawei replacement in 5G/6G networks; author explicitly endorses the parent's thesis that ERIC moves alongside NOK on this structural shift.
MED
16:34
Jun 18
Jun 18
Watch telcos and vendors as AI Ops adoption drives cost takeout and network automation demand.
MED
18:50
Jun 16
Jun 16
The author argues Nokia's photonic chip expansion and low valuation relative to peers make it.
The author argues Nokia's photonic chip expansion and low valuation relative to peers make it a deeply undervalued optical play, and they explicitly present a full deep dive with a price target, indicating a long position.
15:13
Jun 09
Jun 09
The author argues that Nokia's selloff on the news may be misguided because Nvidia's new radio.
The author argues that Nokia's selloff on the news may be misguided because Nvidia's new radio chip could enable rather than compete with Nokia's systems.
LOW
20:54
Jun 05
Jun 05
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries.
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries across the AI infrastructure chain without stating any current positions or forward calls.
LOW
18:59
Jun 02
Jun 02
Watch Ericsson (ERIC) as a beneficiary of Intel's custom infrastructure silicon and 18A foundry.
Watch Ericsson (ERIC) as a beneficiary of Intel's custom infrastructure silicon and 18A foundry services.
MED
20:13
May 25
May 25
Buy ERIC as a direct beneficiary of the 6G RAN upgrade cycle driven by AI-native network.
Buy ERIC as a direct beneficiary of the 6G RAN upgrade cycle driven by AI-native network buildout.
HIGH
21:56
May 21
May 21
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes.
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes and recovers, driving demand for radios and RF content.
HIGH
21:45
May 21
May 21
Long Ericsson as a network infrastructure vendor that will see R&D revenue from 6G and AI-RAN.
Long Ericsson as a network infrastructure vendor that will see R&D revenue from 6G and AI-RAN validation cycles.
HIGH
10:24
May 21
May 21
Long telecom and AI-RAN stocks as base stations shift to AI-powered edge compute.
Long telecom and AI-RAN stocks as base stations shift to AI-powered edge compute, but near-term impact is low-to-medium.
HIGH
14:43
May 07
May 07
Bearish view on broad RAN players as the market stays flat, lacking cyclical recovery.
Bearish view on broad RAN players as the market stays flat, lacking cyclical recovery; wait for share-gain evidence before re-evaluating.
HIGH
07:36
May 05
May 05
Long RTX and ERIC on their space-related exposure.
Long RTX and ERIC on their space-related exposure, linked to the broader DoD/satellite mapping alongside YSS.
HIGH
22:53
Apr 29
Apr 29
Bearish view on Ericsson on continued weak operator RAN spending and no imminent 5G capex.
Bearish view on Ericsson on continued weak operator RAN spending and no imminent 5G capex recovery.
HIGH
07:11
Apr 29
Apr 29
The author is bullish on Sivers Semiconductors due to anticipated second-round CHIPS Act.
The author is bullish on Sivers Semiconductors due to anticipated second-round CHIPS Act funding and undisclosed defense applications with Raytheon and BAE Systems, while highlighting AI photonics as a core growth driver.
HIGH
22:00
Mar 02
Mar 02
Europe is building a "Kill Switch" to insulate itself from US tech leverage. France and others have stated desires to move off platforms like Teams and Zoom. This is the "Soft Power" rebuild. Regulatory pressure and "sovereignty" mandates will force EU enterprises and governments to switch to local providers for cloud, telecom, and integration. This creates a "Euro Stack" of winners in semi-conductors (ASML, Infineon), telecom infrastructure (Deutsche Telekom, Ericsson, Orange), and data/cloud services (SAP, Capgemini, Nebius). Long the "European Digital Sovereignty" basket. These companies have a regulatory moat protecting them from US competition within the EU. European tech execution has historically lagged; US tech giants are deeply entrenched and difficult to displace.
08:30
Feb 11
Feb 11
Ericsson is a key partner in T-Mobile's AI RAN development, positioning the vendor for future 6G contracts.
HIGH
08:00
Oct 23
Oct 23
Ericsson is a technology partner for T-Mobile's 6G network development.
HIGH
About ERIC Analyst Coverage
Buzzberg tracks ERIC (Ericsson American Depositary Shares) across 13 sources. 3 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (12%). 24 total trade ideas tracked. Latest voices: TheValueist, crux_capital_, zerohedge.