ERIC LM Ericsson Telephone Co.

$ERIC | Morgan Stanley Downgrades Ericsson to Underweight with $9 PT on RAN Weakness and Margin Pressure Morgan Stanley stays bearish as flat RAN demand, North American softness, and margin pressure drive weaker earnings outlook. 🔹 Follow for more analyst insights on other tickers.

$ERIC BREAKING NEWS!!!.... Verizon and Ericsson Accelerate 6G Development with World's First Outdoor 6G Field Call https://www.prnewswire.com/news-releases/verizon-and-ericsson-accelerate-6g-development-with-worlds-first-outdoor-6g-field-call-302909232.html

Not a fan of chasing earnings pops, but $ERIC has a 3% dividend, low payout ratio, active buybacks, and manageable debt. If you want something quieter than neocloud drama, this is the kind of stock that lets you sleep. Just don’t expect fireworks every quarter. $CRWV $NBIS

Ericsson beat on revenue, beat on EPS, held margins above 17%, and the stock jumped ~12%. Options were pricing an 8% move. Telecom isn’t sexy, but a company buying back shares and paying a dividend with an 11% payout ratio isn’t dead either. $ERIC

$ERIC GAPPING ON NEWS!!!... Ericsson announces simplification of Group structure and changes to the Executive Team https://www.prnewswire.com/news-releases/ericsson-announces-simplification-of-group-structure-and-changes-to-the-executive-team-302909519.html

It was earnings day for Ericsson. The stock opened up 11% and closed up 12%. The company scores an 11 right now, Above Average, and ranks #2 of 15 in its industry. $ERIC

a filed number vs a headline, two examples. IREN gapped ~3.6% premarket on Oct 12 on an unconfirmed report of an Anthropic cloud deal, and closed yesterday at 30.39 vs 35.19 before, down ~13.6%. $ERIC gapped ~12% premarket yesterday on a filed earnings beat and closed up ~11.8%. two names is not a rule, but the filed number gave the gap more to stand on than a headline nobody confirmed.

$ERIC We did a deep dive on Ericsson. • ADRs +11.7% on results day vs 0.3% for S&P 500 fund • Mobile-network gear margin 50.3% beat 48% to 50% guide, helped by back-dated fees • Nine-month FCF 6.9% of sales vs 9% to 12% goal • Next: Jan 22 Full report linked in the replies.

$ERIC sticks $10.55+ on the close and there's ZERO resistance in that gap down void right up to $11.50 ... Even less beyond that.. Plenty of momentum hp in reserve... CALLS are in flavor...

$ERIC Follow-up: Swedish mobile-network gear maker Ericsson filed Q3 2026 results Oct 15, beside a same-day 6-K merging two Asian market areas into APAC from Jan 1, 2027. Networks sales rose 9% to SEK 38.7b, but Asia growth came mainly from timing of Japan and India deliveries, and IPR licensing hit SEK 3.9b partly on retroactive fees vs a ~SEK 3.4b/quarter recurring rate. Group sales +6% to SEK 59.5b; net income SEK 5.8b vs 11.3b a year ago that had a SEK 7.6b gain. ADR $10.435 at 11:28 ET Oct 15. Next: component costs weigh on gross margin next year.

$ERIC rallying on earnings is fine. What I’m watching is margins. 7% organic growth looks good, but component costs from AI chip demand are real. If they keep holding 17%+ margins next quarter, I’ll take the story more seriously.

Nice quarter, but $ERIC is up 12% on a day where analysts have been cutting forward revenue estimates, chip costs are rising, and valuation screens say it’s overpriced. I’ll enjoy the green candle from the sidelines. One beat doesn’t change the long-term cycle.

Watched $ERIC sit around $9.50 for weeks. Thought “boring, I’ll look at it after earnings.” It’s up 12% after earnings. Tomorrow’s lesson: “boring” is just a stock that hasn’t had its turn yet 🫠

$ERIC up ~12% premarket, 9.58 to ~10.73, after Q3 results. adjusted EBITA came in around 10.1 billion crowns vs ~7.9 billion expected (per Benzinga's premarket wrap, I could not open the report itself). the catch: it flagged a flat RAN market and warned higher component costs could squeeze gross margin next year. a beat with a cautious guide. premarket quote, not a settled price.

$ERIC Ericsson's Q3 headline EPS fell to SEK 1.77 from 3.33, but last year included a SEK 1.72 per share divestment gain. Reported sales rose to SEK 59.5 billion from 56.2 billion, organic sales up 7%, mostly Networks. Adjusted EBITA was SEK 10.1 billion, and excluding that SEK 7.6 billion prior-year gain, it actually increased. Free cash flow before M&A was SEK 4.9 billion, buybacks were SEK 4.8 billion.

$ERIC lots of volume at the 10/16 10p, near the ask. Plenty of call OI on the other side though so it might not be signaling anything