Added to YB: 2026-07-23
Pitch date: 2026-07-20
ERIC [bullish]
Telefonaktiebolaget LM Ericsson (publ)
-1.04%
current return
Author Info
No bio for this author
Company Info
Telefonaktiebolaget LM Ericsson (publ), together with its subsidiaries, provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India.
Market Cap
SEK 306.5B
Pitch Price
SEK 9.59
Price Target
N/A
Dividend
3.23%
EV/EBITDA
7.89
P/E
12.56
EV/Sales
1.29
Sector
Communications Equipment
Category
growth
AI Is Bullish For These Publicly-Traded Carrier Infrastructure Companies - The 5G Core (5GC) & Infrastructure Giants - Ericsson (Nasdaq: ERIC)
ERIC: $33B cap 5GC infrastructure giant supplying Western carriers cloud-native 5G Standalone core. Omdia: 5G core spend +83% YoY Q4 2025 as carriers shift NSA→SA, replacing 4G backend. Growth pivoting from base-station hardware to high-margin software licenses & orchestration.
Read full article (1 min)