Spirent Communications Share Discussion Threads

[charlie9038] 09/9/2021 16:46

DW This one:

Spirent Report: 5G Race Accelerates, Driving Service Providers Into The 5G Core Fast Lane
09/09/2021 1:00pm
Business Wire

Spirent Communications (LSE:SPT)
Intraday Stock Chart

Thursday 9 September 2021

Click Here for more Spirent Communications Charts.
5G Standalone Core dominates key service provider activity

Spirent Communications plc (LSE:SPT), the leading provider of test, assurance, and analytics solutions for next-generation devices and networks, today released a mid-year addendum to its annual 5G Report, based on analysis and takeaways from more than 1,400 global 5G engagements, including 400+ new engagements during the first half of 2021. Milestones at the 2021 halfway mark show that 5G trends are continuing to accelerate, with 5G SA Core evaluation, testing and launch activities growing significantly across all geographic regions. In particular, there is considerable demand for managed solutions and XaaS (Anything as a Service) offerings, with automation technology providing a proven, practical approach to cumbersome testing in complex, multi-vendor environments. The report addendum is available here.

[p1nkfish] 09/9/2021 15:10

Decent size of share overhang about 299p, clear that and onwards.

[dogwalker] 09/9/2021 14:49

Eh? Which RNS Charlie9038?

[charlie9038] 09/9/2021 13:12

Good RNS should push >300

[charlie9038] 02/9/2021 19:37

Thanks for sharing pinkish, just need to nudge over 300 now

[p1nkfish] 01/9/2021 19:11

It certainly is. They are active on some in demand fronts.

[petewy] 01/9/2021 17:30

Good read Pinkfish

[disc0dave45] 27/8/2021 19:39

They only provide about 3% of Spirents revenue, and 72% of their income comes from SPT.....wow!.Guess you hold CLX!

[masurenguy] 27/8/2021 10:00

Good collateral crossover here with Calnex (CLX), who are a major supplier to Spirent.

[disc0dave45] 27/8/2021 09:50

Berenberg:Telecoms testing group Spirent Communications (SPT) is benefiting from 5G tailwinds that could ensure its second half is even better than its first this year, according to Berenberg.Analyst Bharath Nagaraj retained his 'buy' recommendation and increased the target price from 310p to 340p on the stock, which closed up 1.2%, or 3.6p, at 300.2p yesterday.He said Spirent is a 'top vendor' in its sector and in recent years has 'won more multi-year service contracts and pivoted towards a software-as-a-service model, increasing its revenue visibility'.'The company has reorganised its salesforce and made investments with the intention of diversifying its customer base through adding hyperscaler and government accounts,' he said.All this means Spirent published 'a strong set of numbers in the first half of 2021 though faced with tough competition'. He said there is the possibility that it will outperform his base case 'given the 5G tailwinds and we think there are initial signs that this is happening, especially because Spirent typically enjoys a stronger second half'.

[disc0dave45] 26/8/2021 11:49

Hope so :)

[uhound] 26/8/2021 09:38

Maybe that will help get the price through 300!

[bookish] 26/8/2021 09:26

SPIRENT COMMUNICATIONS PLC -- SPT.L:

BERENBERG RAISES TARGET PRICE TO 340P FROM 310P

26-Aug-2021 05:56:34

[disc0dave45] 25/8/2021 12:10

Decent £0.5m buy just gone through, hopefully it will have another go at 300.

[disc0dave45] 24/8/2021 14:34

It's trying!.....but not looking easy to break :)

[charlie9038] 24/8/2021 11:48

300 here we go :))

[disc0dave45] 21/8/2021 12:18

Nearly! :)

[disc0dave45] 18/8/2021 08:54

Hopefully got its breath back and will challenge 300 by the end of the week - always hopeful lol

[petewy] 15/8/2021 11:42

Buy rec in the IC

[chamer1] 15/8/2021 10:21

Simply Wall St has citied Spirent has a potential multi-bagger so plenty of positive signals are doing the rounds at the moment. My view is this share is a long term hold, patience will be rewarded

[chamer1] 13/8/2021 18:28

Not quite made it. I have been looking for reasons for the rapid increase this week, and it seems a tip in Investors Cronicle may have had an impact

[disc0dave45] 13/8/2021 12:46

Looks like it's going for 300+......hope so, been a long frustrating wait.

[charlie9038] 12/8/2021 15:58

6 month high :))

[bookish] 11/8/2021 15:28

Spirent

Federal Systems Teams with Northrop Grumman - Business Wire
Sentiment:

Mostly positive

11-Aug-2021 14:15:00