Update shared on04 Aug 2025
Fair value Increased 240%CommScope's higher analyst price target reflects a notable rerating of its future P/E despite reduced revenue growth forecasts, resulting in a fair value increase from $5.58 to $6.88.
What's in the News
- Amphenol Corporation is set to acquire CommScope's Connectivity and Cable Solutions (CCS) business for $10.5 billion in cash.
- CommScope announced a strategic alliance with DvSum to launch the ServAssure NXT AI platform, enhancing network analytics and management capabilities.
- Multiple CommScope indices additions: included in Russell 2000/2500/3000 Growth, 3000E Growth, Microcap Growth, and Small Cap Comp Growth Benchmarks.
- New product launches include FiberREACH (edge power and connectivity solution), CableGuide 360 (cable management platform), and XPND fiber termination platform.
- CommScope secured high-profile client wins and partnerships, including Liberty Global upgrading to vCCAP Evo, Wyre selecting vCCAP Evo for broadband network, and Orange Belgium deploying the VUE platform.
Valuation Changes
Summary of Valuation Changes for CommScope Holding Company
- The Consensus Analyst Price Target has significantly risen from $5.58 to $6.88.
- The Future P/E for CommScope Holding Company has significantly risen from 2.86x to 7.54x.
- The Consensus Revenue Growth forecasts for CommScope Holding Company has significantly fallen from 10.4% per annum to 4.8% per annum.
Disclaimer
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