While we were chasing shiny new tech themes, one legacy network builder had been quietly winning the long game. 

Rising earnings estimates, expanding profit margins, and a foothold in global 5G infrastructure are setting the stage for a turnaround that could catch analysts scrambling to upgrade again.

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Technology

Five9 Inc (NASDAQ: FIVN) is back in our good books after being recognized as a Leader in IDC’s first-ever European MarketScape for Contact Center as a Service, a spotlight that highlights its growing strength in AI, compliance, and European expansion.

The timing could not be more interesting for a company that has spent much of the year navigating leadership changes and a battered share price.

Even as investors stayed cautious, Five9 has been rebuilding from the inside out with solid execution, healthier margins, and a sharper focus on profitability that hint at a business finding its rhythm again.

Beneath the market noise, its AI narrative is starting to turn into something tangible.

Enterprise demand for automation is surging, and Five9’s integrations with ServiceNow and Epic show how deeply it’s embedding itself into the enterprise tech stack.

The shift toward recurring, AI-driven revenue is giving the company more resilience and pricing power, something the market may be underestimating.

As more enterprises prioritize cloud-based contact solutions, Five9’s positioning in AI-enhanced services could drive stronger long-term retention and higher-value contracts.

At roughly 1.6x sales, the market still treats Five9 like a fixer-upper, but the fundamentals suggest a remodel worth noticing.

If new leadership keeps the pace steady, this could evolve from a recognition headline into a genuine recovery story that redefines investor expectations.

Telecommunications

Telefonaktiebolaget LM Ericsson (NASDAQ: ERIC) is back in the spotlight after analysts upgraded their outlook on the company, reflecting growing confidence in its earnings potential and operational recovery.

The telecom equipment giant has started to regain investor interest as stronger demand for 5G networks and enterprise connectivity drives optimism around its long-term growth story.

Rising earnings estimates hint that Ericsson’s efficiency push and disciplined execution are beginning to deliver real results, giving investors a reason to take another look.

The improved sentiment signals that momentum is building beneath the surface.

Analysts see progress in profitability, better cost management, and a sharper focus on high-margin network solutions.

With telecom operators ramping up infrastructure investments worldwide, Ericsson’s global footprint positions it to capture a larger share of the spending cycle.

Its push into AI-enabled network management and cloud-native tools adds a layer of innovation that strengthens its competitive edge.

Beyond hardware, Ericsson’s ability to integrate digital services and automation into existing systems gives it staying power in a fast-evolving landscape.

While it might not dominate headlines like the flashier tech names, Ericsson’s consistency is starting to earn our attention.

With rising fundamentals, improving investor confidence, and strategic alignment with the next wave of connectivity, this looks like a comeback powered by precision, not luck.

Communications

Motorola Solutions Inc (NYSE: MSI) is gearing up for its next earnings report on October 30, with expectations running high that the company could extend its streak of earnings beats.

The communications and public safety tech leader has built a reputation for consistently delivering results that top forecasts, and analysts are leaning toward another strong showing.

Rising earnings expectations have fueled optimism that Motorola’s mix of government contracts, secure communications, and software-driven solutions continues to drive dependable growth.

The company’s ability to surpass estimates reflects more than good timing. It shows discipline, smart execution, and a firm grip on its markets.

With steady demand across public safety, infrastructure modernization, and digital communications, Motorola sits in a comfortable position between stability and innovation.

The fact that analysts are revising earnings estimates higher ahead of results only adds to the confidence surrounding the stock.

Motorola’s story isn’t about flash; it’s about consistency, adaptability, and reliable delivery.

If the company beats expectations again this quarter, it will strengthen its reputation as a dependable performer in an unpredictable market.

While others chase momentum, Motorola proves that disciplined execution can still make noise in a crowded field.

OSI Systems Inc (NASDAQ: OSIS) is catching investor attention this week again after a streak of market-beating performance that has turned heads in the tech and security space.

The company’s consistent earnings strength and expanding global footprint in airport scanners and patient monitoring systems are giving investors more reason to stay optimistic.

While free cash flow margins have dipped, the broader growth story remains intact, supported by steady profitability, disciplined management, and demand that hasn’t lost steam across key markets.

With shares trading firmly above sector averages, OSIS looks like a name we are watching closely for continued upside as the next earnings season approaches. It’s not hype driving the stock, just hard numbers and dependable execution that investors can actually trust.

Nomura Holdings Inc (NYSE: NMR) stocks are trading at attractive levels relative to peers.

With a low P/E, a P/B below industry norms, and strong cash flow metrics, the Japanese banking giant stands out for those hunting for undervalued names with solid fundamentals.

Coupled with a robust earnings outlook, disciplined management, and a track record of consistent performance, NMR offers both stability and upside potential.

Analysts are noting that its current valuation metrics make it one of the more compelling value opportunities in the financial sector.

If you’re seeking a combination of earnings strength, reasonable pricing, and long-term reliability, Nomura is a stock that deserves a serious look this week.

​Pinnacle West Capital Corp (NYSE: PNW) draws attention from investors looking for growth with stability.

Arizona’s ongoing infrastructure expansion and favorable regulatory environment are fueling optimism around long-term revenue and earnings growth.

With a solid year-to-date return and a valuation slightly below widely followed fair value estimates, Pinnacle West looks positioned to capture additional upside.

Accelerated investments in transmission, distribution, and generation projects, including a regional natural gas pipeline, are expected to expand the regulated rate base and support higher returns.

While reliance on fossil fuels and regulatory delays could pose risks, PNW’s combination of strategic infrastructure initiatives and a growing customer base makes it a utility worth watching this week.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any value names you'd like us to dig into.

Best Regards,
—Noah Zelvis
Undervalued Edge