Communication Equipment Stocks — Fair Value & Margin of Safety

Equity Rank covers 28 Communication Equipment companies; 20 have a published model fair value, and 9 of those (45%) trade below the model estimate. The median model fair value sits 2.5% below the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Communication Equipment stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Communication Equipment stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. BDC — Belden Inc: model fair value $147.47 vs. price $103.46, a model fair value differential of 42.5% above the current price (as of 2026-10-22)
  2. GILT — Gilat Satellite Networks Ltd: model fair value $10.11 vs. price $7.45, a model fair value differential of 35.7% above the current price (as of 2026-10-22)
  3. BKTI — BK Technologies Inc: model fair value $77.95 vs. price $66.73, a model fair value differential of 16.8% above the current price (as of 2026-10-22)
  4. CSCO — Cisco Systems Inc: model fair value $119.22 vs. price $104.89, a model fair value differential of 13.7% above the current price (as of 2026-10-22)
  5. HLIT — Harmonic Inc: model fair value $10.48 vs. price $10.09, a model fair value differential of 3.9% above the current price (as of 2026-10-22)

All 28 Communication Equipment companies

TickerCompanyPriceModel fair valueGap
CSCOCisco Systems Inc$104.89$119.22+13.7%
MSIMotorola Solutions Inc$477.91$393.56-17.6%
LITELumentum Holdings Inc$752.54$765.16+1.7%
HPEHewlett Packard Enterprise Co$55.48$51.53-7.1%
NOKNokia Corp ADR$7.89Not published—
CIENCiena Corp$322.64$236.35-26.7%
UIUbiquiti Networks Inc$595.62$461.33-22.6%
ERICTelefonaktiebolaget LM Ericsson B ADR$10.38Not published—
ZBRAZebra Technologies Corporation$384.16$373.99-2.6%
ASTSAst Spacemobile Inc$38.77$37.89-2.3%
VIAVViavi Solutions Inc$29.91$33.81+13.0%
VSATViaSat Inc$59.00$60.26+2.1%
AAOIApplied Opt$68.10Not published—
BDCBelden Inc$103.46$147.47+42.5%
ONDSOndas Holdings Inc.$6.04Not published—
EXTRExtreme Networks Inc$22.04$19.35-12.2%
DGIIDigi International Inc$72.80$62.11-14.7%
TSATTelesat Corp$40.40Not published—
VISNVistance Networks, Inc.$6.08$5.37-11.7%
HLITHarmonic Inc$10.09$10.48+3.9%
FEIMFrequency Electronics Inc$61.60$47.92-22.2%
NTGRNETGEAR Inc$22.31Not published—
GILTGilat Satellite Networks Ltd$7.45$10.11+35.7%
ADTNADTRAN Inc$6.45$9.75+51.2%
CLFDClearfield Inc$27.53$25.00-9.2%
LTRXLantronix Inc$5.61Not published—
BKTIBK Technologies Inc$66.73$77.95+16.8%
SILCSilicom$37.62Not published—

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Communication Equipment peers

CSCO vs MSI · CSCO vs LITE · CSCO vs HPE · CSCO vs CIEN · CSCO vs UI · MSI vs LITE · MSI vs HPE · MSI vs CIEN · MSI vs UI · LITE vs HPE · LITE vs CIEN · LITE vs UI · HPE vs CIEN · HPE vs UI · CIEN vs UI

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