
Ribbon Communications (RBBN) Stock Forecast & Price Target
Ribbon Communications (RBBN) Analyst Ratings
Bulls say
Ribbon Communications has demonstrated a positive trajectory in its financial performance, with its FY25 Cloud and Edge revenue reaching $511 million, reflecting a year-over-year increase of $6 million, alongside an IP Optical revenue of $333 million, which grew 1% year-over-year. The IP Optical segment has shown robust growth with revenue increasing by 8% quarter-over-quarter and 11% year-over-year, driven partly by gaining new Metro customers and projects in North America and EMEA. Additionally, the outlook for revenue growth remains optimistic due to strategic wins, backlog, and ongoing initiatives in voice modernization, fiber, DCI, and AIOps, supported by improved visibility into U.S. government spending and international expansion plans.
Bears say
The financial performance of Ribbon Communications Inc. shows a concerning decline, particularly in its Cloud & Edge segment, which reported a 9% quarter-over-quarter and 3% year-over-year revenue decrease, significantly impacted by a 60% drop in U.S. sales. Additionally, the company is adjusting its projections for 2026, lowering anticipated revenues and earnings per share, reflecting a cautious outlook despite a historically solid investment thesis for the stock. Furthermore, with disappointing 4Q25 results and negative guidance for 1Q26 due to customer project delays, the overall growth prospects appear weakened, adversely affecting profitability and highlighting operational challenges.
This aggregate rating is based on analysts' research of Ribbon Communications and is not a guaranteed prediction by Public.com or investment advice.
Ribbon Communications (RBBN) Analyst Forecast & Price Prediction
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