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Ribbon Communications Inc. Stock Price

NasdaqGS:RBBN Community·US$347.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 24 Fair Values set on narratives written by author
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RBBN Share Price Performance

US$1.97
-1.98 (-50.13%)
​
US$3.60
Fair Value
US$1.97
-1.98 (-50.13%)
45.3% undervalued intrinsic discount
US$3.60
Fair Value
Price US$1.97
AnalystConsensusTarget US$3.60
AnalystHighTarget US$4.00
AnalystLowTarget US$2.90
Mon, 22 Jun 26
Fair ValueUS$3.60
Share Pricen/a

RBBN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$3.6 45.3% undervalued intrinsic discount

Improved Profit Margins And New Solutions Will Shape Cloud Communications Expansion

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$4 50.7% undervalued intrinsic discount

Voice Network Modernization And AI Operations Will Reshape This Undervalued Telecom Supplier

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$2.9 32.1% undervalued intrinsic discount

Execution Risks In Voice Modernization And IP Optical Mix Will Eventually Be Rewarded

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RBBN logo
Ribbon Communications
45.3% undervalued intrinsic discount

Improved Profit Margins And New Solutions Will Shape Cloud Communications Expansion

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Jun
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RBBN logo
Ribbon Communications
50.7% undervalued intrinsic discount

Voice Network Modernization And AI Operations Will Reshape This Undervalued Telecom Supplier

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AN
AnalystHighTarget
AnalystHighTarget
Published 27 Feb
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RBBN logo
Ribbon Communications
32.1% undervalued intrinsic discount

Execution Risks In Voice Modernization And IP Optical Mix Will Eventually Be Rewarded

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AN
AnalystLowTarget
AnalystLowTarget
Published 12 Feb
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Recently Updated Narratives

AN
AnalystConsensusTarget
RBBN logo

RBBN: Refined P/E Assumptions Will Support Future Multiple Repricing

Fair Value: US$3.6 45.3% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
RBBN logo

Voice Network Modernization And AI Operations Will Reshape This Undervalued Telecom Supplier

Fair Value: US$4 50.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
RBBN logo

Execution Risks In Voice Modernization And IP Optical Mix Will Eventually Be Rewarded

Fair Value: US$2.9 32.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued with low risk.

3 Risks
3 Rewards
View Full Analysis

Ribbon Communications Inc. Key Details

US$797.6m

Revenue

US$390.0m

Cost of Revenue

US$407.7m

Gross Profit

US$392.1m

Other Expenses

US$15.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.087
51.11%
1.96%
83.9%
View Full Analysis

About RBBN

Founded
1997
Employees
3080
CEO
Bruce McClelland
WebsiteView website
www.ribboncommunications.com

Ribbon Communications Inc. provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. It operates through two segments, Cloud and Edge, and IP Optical Networks. The Cloud and Edge segment provides software and hardware products, solutions, and services for voice over internet protocol communications, voice over long-term evolution, and voice over 5G communications, and unified communications and collaboration. It also offers session border controllers; and network transformation products, such as call controllers, media gateways, and application servers. This segment serves private, public, hybrid cloud infrastructures, as well as data centers, enterprise premises, and service provider networks. The IP Optical Networks segment provides hardware and software products and solutions for IP networking, switching, routing, and optical transport for technologies comprising 5G, distributed cloud computing, and corresponding applications. It also offers multiple solutions, including 5G-native solutions for mobile-backhaul, metro and edge aggregation, core networking, data center interconnect, multi-service access, and transport solutions for wholesale carriers. This segment serves utilities, government, defense, finance, transportation, and education and research industries, as well as service providers and enterprises. The company was formerly known as Sonus Networks, Inc. and changed its name to Ribbon Communications Inc. in November 2017. Ribbon Communications Inc. was founded in 1997 and is headquartered in Plano, Texas.

Recent RBBN News & Updates

Seeking Alpha • Sep 01

Ribbon Communications: Why The Company's Optical Surge Outweighs Cloud Delays

Summary Ribbon Communications is rated Buy with a $3 price target, driven by optical networking backlog growth and strategic AI partnerships. RBBN's optical segment backlog rose 60% YTD, with a 1.6x book-to-bill, signaling robust future demand despite near-term Verizon CapEx delays. Management cut 2023 guidance to $810–$840M revenue and $78–$88M adjusted earnings, reflecting telecom CapEx deferrals and subsidy slowdowns. Key risks include customer concentration, supply chain inflation, and debt covenants; opticals’ EBITDA margin improvement is crucial for validating the margin expansion thesis. Read the full article on Seeking Alpha

Recent updates

No updates

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