Update shared on 15 Nov 2025
Fair value Increased 6.25%Analysts have raised their price target for CommScope Holding Company from $21.33 to $22.67. They cite revisions to revenue growth projections and recalibrated profit margin expectations as key factors in their updated assessment.
What's in the News
- Launched the RUCKUS MDU suite, integrating AI and Wi-Fi 7 solutions to boost network performance, automate troubleshooting, and improve resident satisfaction for multi-dwelling units (Key Developments).
- Expanded global availability of the SYSTIMAX Constellation edge-based power and connectivity platform, enabling simplified, modular network infrastructure and supporting higher speeds with a smaller carbon footprint (Key Developments).
- CommScope amplifiers are now live across all Comcast markets as part of DOCSIS 4.0 upgrades, bringing multi-gigabit symmetrical speeds and AI-driven network intelligence to millions of homes (Key Developments).
- Announced a special shareholders meeting to consider the sale of CommScope's Connectivity and Cable Solutions segment to Amphenol Corporation, a transaction involving substantially all company assets (Key Developments).
- Set new DOCSIS 4.0 downstream speed records at the CableLabs Interop event, demonstrating 16.25 Gbps using multi-vendor hardware and highlighting the interoperability and performance of CommScope's solutions (Key Developments).
Valuation Changes
- The Fair Value Estimate increased from $21.33 to $22.67, reflecting a modest upward revision.
- The Discount Rate edged up slightly from 12.32% to 12.5%.
- The Revenue Growth Projection was raised from 10.47% to 11.58%.
- The Net Profit Margin forecast fell sharply from 7.96% to 0.84%.
- The future P/E ratio surged dramatically, moving from 12.7x to 124.1x.
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