Dec 22, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Do Ericsson’s New Energy‑Efficient 5G Radios in Japan Reveal a Deeper Edge for (OM:ERIC B)?
Ericsson's new energy-efficient AIR 3255 Massive MIMO radios have been deployed in NTT DOCOMO's Japanese 5G network, showcasing lower energy use, a lighter form factor, and enhanced spectrum efficiency. This deployment reinforces Ericsson's position in 5G modernization and energy efficiency, aligning with its broader strategy to improve margins and secure recurring revenues despite flat revenue outlook and competitive pressures. The company's investment narrative centers on its ability to convert increasing data and energy-efficiency demands into cash generation.
Dec 22, 2025 • Simply Wall Street
NEUTRAL
Do Ericsson’s New Energy‑Efficient 5G Radios in Japan Reveal a Deeper Edge for (OM:ERIC B)?
Ericsson's new AIR 3255 Massive MIMO radios, deployed by NTT DOCOMO in Japan, offer lower energy use and improved spectrum efficiency, reinforcing Ericsson's leadership in 5G technology. This development, alongside partnerships with Vodafone, highlights Ericsson's strategy to address rising data demands and energy efficiency through its product roadmap, despite ongoing margin pressures and competition. Investors should consider these technological advancements against risks like sustained competition and operator consolidation.
Dec 17, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Is Ericsson (OM:ERIC B) Fairly Priced After a 20% Three‑Month Rebound? A Valuation Check
Telefonaktiebolaget LM Ericsson (OM:ERIC B) has seen its share price rebound by approximately 20% over the last three months, suggesting renewed investor interest despite ongoing earnings pressure. While intrinsic value models indicate a potential discount, the stock is considered about 2.5% overvalued based on a narrative fair value of SEK 87.4 against its current SEK 89.6. The report highlights Ericsson's strong position in telecom infrastructure buildout for AI and edge computing, but also cautions about risks from telecom capex headwinds and geopolitical restrictions.
Dec 17, 2025 • Simply Wall Street
NEUTRAL
Is Ericsson (OM:ERIC B) Fairly Priced After a 20% Three‑Month Rebound? A Valuation Check
Ericsson (OM:ERIC B) has seen its stock price rebound by about 20% over the past three months, prompting a valuation check. The company is currently trading slightly above a narrative fair value of SEK 87.4, indicating it is considered 2.5% overvalued based on expectations for margin and growth driven by AI and edge compute demand. Despite this, simple earnings ratios suggest Ericsson is cheaper than its sector peers, trading at 12.1x earnings compared to the sector average of 39-42x.
Dec 16, 2025 • MarketBeat
SOMEWHAT-BULLISH
Ericsson (NASDAQ:ERIC) Shares Cross Above 200-Day Moving Average - Time to Sell?
Ericsson's stock (NASDAQ:ERIC) has surpassed its 200-day moving average, a technical indicator often watched by investors. Despite this, analyst sentiment remains negative-to-neutral with an average "Reduce" rating and a target price of $9.80. The company recently reported an EPS beat but a 9% year-over-year revenue decline, and institutional investors have slightly adjusted their positions.
Dec 08, 2025 • MarketBeat
NEUTRAL
Jump Financial LLC Takes Position in Ericsson $ERIC
Jump Financial LLC has acquired over 2 million shares of Ericsson (NASDAQ:ERIC) in Q2, valued at approximately $17.46 million, representing about 0.06% of the company. Other institutional investors have also adjusted their holdings in Ericsson. Despite beating EPS estimates, Ericsson's revenue declined year-over-year, and Wall Street analysts currently rate the stock as "Reduce" with a target price of $9.80.