$RBBN

Analysts downgraded several stocks: HSBC cut Banco Santander Brasil (BSBR) to Hold with a $6.2 target; Rosenblatt downgraded Ribbon Communications (RBBN) to Neutral with a $2.2 target; Citizens downgraded Cellectis (CLLS) to Market Perform; Barclays downgraded Scholar Rock (SRRK) to Equal-Weight with a $58 target; Raymond James downgraded Ascendis Pharma (ASND) to Outperform with a $287 target.

Ribbon Communications and TNS have partnered to integrate Ribbon's technologies into TNS's Hosted Cloud Connect solution, aiming to modernize legacy voice networks for Communications Service Providers (CSPs). The solution helps CSPs reduce operational complexity and maintain service continuity without the cost of traditional network replacement. Ribbon's Application Server, Session Border Controller, and Policy and Routing Server are key components in this cloud-based voice service transition.

US wireless operators invested $30B in 2025 as data traffic hit 159.3T MB, up 20% YoY. AT&T will automate wavelength service quoting via Connectbase's platform in Q4 2026. CTIA expects data demand to quadruple by 2032. AT&T aims to streamline sales for high-bandwidth connections.

Ribbon Communications expanded its critical infrastructure portfolio to support utility network modernization. The new NPT 1022M and NPT 2104 platforms, along with existing solutions, aim to enhance reliability, security, and performance for utilities. The portfolio supports teleprotection, SCADA, and other essential services, enabling utilities to integrate advanced technologies while maintaining operational continuity.

Investing.com’s Wall Street analyst recap covers Huntington Bancshares (BofA cuts to Neutral, PT $18.50), Clorox (Jefferies cuts to Hold, expects FY27 guidance ~6% below consensus), Ribbon Communications (B. Riley upgrades to Buy, PT $3.30), New Oriental Education (Macquarie keeps Neutral, PT up 15% citing $500M capital returns), and AXT (Needham upgrades to Buy, PT $90).

Strategic Performance and Market Dynamics Achieved 18% sequential revenue growth driven by record IP Optical bookings and strong U.S. enterprise demand, despite a 19% sequential increase in Cloud & Edge product and services revenue. IP Optical segment reached an all-time high in product and service bookings with a 1.6x book-to-bill ratio, resulting in a 60% year-to-date backlog increase.

Ribbon Communications (RBBN) reported Q2 2026 revenue up 18% sequentially, with record IP Optical bookings. Year over year revenue fell due to tougher comparisons and slower deployments at key customers. The company lowered full-year guidance citing supply chain pressures and mix shifts, while citing continued momentum in enterprise, AI, and critical infrastructure.

Ribbon Communications Inc. (RBBN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tm2621444d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Ribbon Communications Inc. Reports Second Quarter 2026 Financial Results Revenue increased 18% sequentially and Profitability improved by $20M; further gains expected in 2H 2026 Record IP Optical Quarterly Bookings led by

Ribbon Communications (RBBN) is scheduled to report Q2 2026 results on July 28 after the market closes, with the release expected at 4:03 PM ET. The consensus outlook cited is revenue of $189.99 million and EPS of -$0.01 for the quarter.

Ribbon Communications said PT Jala Lintas Media (JLM) is deploying Ribbon’s Apollo 9608 DWDM platform and Data Center Interconnect solution for a new Indonesia-Singapore network. The first phase supports scalable connectivity for cloud and AI workloads, with PT Mahavira System Integra involved in broader expansion. Ribbon cited faster deployment and lower power benefits.