Telefonaktiebolaget LM Ericsson

ERIC · telecom

OPPORTUNITY+44EARLY

123

Signals 7d

+5%

Market Gap

-15.2% to analyst target $10.45

Analyst Upside

↓ Export Brief

EARLYThesis forming — early stage, needs conviction

Investment Thesis

Ericsson is positioned to benefit from the AT&T Open RAN multi-year contract win and India 5G buildout continuation. Margin recovery underway as North America RAN destocking ends. Geopolitical exclusion of Huawei in Europe and North America locks in market share.

⚠ RAN capex volatility ⚠ Currency translation

Signals scoped to SE · Company-specific tagging coming soon.

Sweden — Signal Activity — 30d

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Signal Intelligence — 123 signals · 7 days

↑ 1% vs 7d avg

Cached analysis — live signals loading on next cycle

HIGH RELEVANCE

Ericsson AT&T Open RAN deployment exceeds milestones; revenue ramping

Source: Ericsson IR

MODERATE RELEVANCE

India 5G capex pause ends; Reliance Jio resumes purchase orders

Source: Reuters