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.
Thesis reviewed May 29, 2026
Telefonaktiebolaget LM Ericsson is headquartered in Sweden, which is currently showing moderate signals.
🇸🇪Sweden51NEUTRALView Sweden risk detail →📡Telecom25NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERIC | Telefonaktiebolaget LM Ericsson | 30 | +5% | ↑1% | EARLY |
| T | AT&T Inc. | 30 | +2% | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 30 | +8% | ↑1% | NEUTRAL |
| NOK | Nokia Oyj | 30 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 30 | +1% | ↑1% | NEUTRAL |
| ORAN | Orange S.A. | 30 | +1% | ↑1% | NEUTRAL |
| TEF | Telefónica, S.A. | 30 | 0% | ↑1% | NEUTRAL |
Investors who hold ERIC may also have indirect exposure through these country funds.
Ericsson AT&T Open RAN deployment exceeds milestones; revenue ramping
India 5G capex pause ends; Reliance Jio resumes purchase orders
Estimates · Yahoo Finance · Not audited figures