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ERERIC

Telefonaktiebolaget LM Ericsson (publ)

$ERIC·$31B·Communication Equipment·Technology
$10.55-1.5%YTD+10.5%1Y+11.3%
Price updated 7h ago·X counts updated 5d ago
ERERIC
$ERICTelefonaktiebolaget LM Ericsson (publ)
$10.55-1.49%153 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ERIC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

153X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $ERIC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 86% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-05

The $ERIC chatter is dominated by an Injective-ecosystem meme token that pumped 170% in 12 hours to a $24K market cap after the injective account posted about believing in something. The founder holds 55% of supply and eric bought some himself, giving the coin cult momentum on launchpads.

Read what X is saying about $ERIC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ERIC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Ericsson is cheap on a 16x multiple but revenue has been declining four quarters — a Cellnex Poland 5G win is the only fresh catalyst.

Ericsson is the Swedish wireless-infrastructure vendor — competing with Nokia and Huawei for 5G RAN equipment and software. The stock has lost 4% YTD on sustained revenue declines, now coiled with a fresh Cellnex Poland 5G RAN win.

  • Revenue is declining four quarters in a row: Q1 2026 at SEK 51B was -0.9% YoY after -9%, -7%, and -7% in prior quarters — the 5G capex cycle is well into digestion, not acceleration.
  • Earnings beats are mixed: last four prints at 0%, -73%, +17%, +168% — the Q2 miss was severe and the Oct 2025 beat was off a low base, which flatters the cadence more than it should.
  • The Cellnex Poland 5G RAN deal is the specific fresh catalyst — a competitive win in a European carrier environment where Chinese kit is being restricted, which could seed more wins across the continent.

Oct 15 Q3 earnings with Enterprise segment growth plus Networks revenue stabilization re-rates it off the lows; another declining revenue print or a guide cut and the stock drifts.

What to watch: Oct 15 Q3 earnings — Networks segment revenue trajectory, Enterprise segment growth, operating margin, and any further Cellnex-style European 5G wins. A revenue inflection positive YoY re-rates it; another declining print extends the cooling.

On the calendar: 2026-10-15 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $ERIC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Supplies 5G radio access networks, managed services, and telecom software to carriers globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $ERIC.

Communication Equipment · Technology

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $ERIC

Neutral — Supplies 5G radio access networks, managed services, and telecom software to carriers globally.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
25.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q3 2026Oct 15, 2026$0.18$0.14+28.6%
Q2 2026Jul 14, 2026$0.13$0.130.0%
Q1 2026Apr 17, 2026$0.03$0.11-73.1%
Q4 2025Jan 23, 2026$0.27$0.23+17.4%
Next earningsFri, Jan 22·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$51.1B-0.9%48.1%10.7%$0.28$7.0B
Q4 FY25$67.9B-9.2%48.0%17.1%$2.52$14.9B
Q3 FY25$55.4B-7.3%48.1%13.7%$3.34$7.3B
Q2 FY25$55.0B-7.0%48.0%12.4%$1.34$3.5B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$230.0B$223.1B – $236.3B$5.63$4.34 – $7.2011
FY27$235.0B$228.9B – $241.5B$6.55$5.58 – $8.0511
FY28$240.5B$232.2B – $251.0B$7.19$6.87 – $7.604
FY29$232.8B$224.8B – $243.0B$6.83$6.53 – $7.225
FY30$218.6B$211.1B – $228.2B$5.15$4.91 – $5.445

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 33 other (31 6-Ks · 1 11-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ericsson: 3 Key Takeaways for Long-Term Investorsfool.com·12h agoWhy Ericsson Rose 8% After The Q3 Reportseekingalpha.com·2d agoWhy Are Ericsson Shares Surging on Thursday?benzinga.com·2d agoWhy Ericsson Stock Soared Todayfool.com·2d agoEricsson Q3 2026: I Was Wrong About Margins, But I'm Not Buyingseekingalpha.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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