Rosenblatt Securities Lowers Ribbon Communications (NASDAQ:RBBN) Price Target to $4.00

Ribbon Communications (NASDAQ:RBBN) had its target price cut by analysts at Rosenblatt Securities from $6.00 to $4.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the communications equipment provider’s stock. Rosenblatt Securities’ price target indicates a potential upside of 104.08% from the stock’s previous close.

A number of other research firms also recently issued reports on RBBN. Citigroup restated an “outperform” rating on shares of Ribbon Communications in a research report on Friday. B. Riley Financial lowered Ribbon Communications from a “buy” rating to a “neutral” rating and set a $2.90 price objective for the company. in a research report on Friday. Wall Street Zen lowered Ribbon Communications from a “buy” rating to a “hold” rating in a report on Saturday, October 25th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ribbon Communications in a research report on Thursday, January 22nd. Four investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Ribbon Communications presently has a consensus rating of “Hold” and an average target price of $3.97.

Ribbon Communications Price Performance

Shares of RBBN stock opened at $1.96 on Friday. Ribbon Communications has a 1 year low of $1.80 and a 1 year high of $5.38. The company has a current ratio of 1.43, a quick ratio of 1.16 and a debt-to-equity ratio of 0.91. The firm’s 50 day moving average is $2.82 and its 200-day moving average is $3.36. The firm has a market capitalization of $346.14 million, a price-to-earnings ratio of 8.91 and a beta of 1.07.

Ribbon Communications (NASDAQ:RBBN) last posted its quarterly earnings data on Thursday, February 5th. The communications equipment provider reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.11 by $0.48. Ribbon Communications had a net margin of 4.69% and a return on equity of 27.48%. The firm had revenue of $227.32 million during the quarter, compared to analysts’ expectations of $241.35 million. During the same quarter in the previous year, the company posted $0.16 EPS. Ribbon Communications’s revenue was down 9.6% on a year-over-year basis. Sell-side analysts forecast that Ribbon Communications will post 0.18 EPS for the current fiscal year.

Institutional Investors Weigh In On Ribbon Communications

A number of institutional investors have recently added to or reduced their stakes in RBBN. AQR Capital Management LLC bought a new position in shares of Ribbon Communications during the 1st quarter worth $805,000. Dynamic Technology Lab Private Ltd purchased a new stake in Ribbon Communications during the first quarter valued at about $124,000. Jane Street Group LLC increased its stake in shares of Ribbon Communications by 436.9% in the first quarter. Jane Street Group LLC now owns 101,211 shares of the communications equipment provider’s stock worth $397,000 after buying an additional 82,361 shares during the period. Strs Ohio bought a new position in shares of Ribbon Communications during the first quarter valued at about $69,000. Finally, Almanack Investment Partners LLC. purchased a new stake in shares of Ribbon Communications during the second quarter worth about $58,000. 70.92% of the stock is owned by institutional investors.

Key Ribbon Communications News

Here are the key news stories impacting Ribbon Communications this week:

• Positive Sentiment: Q4 EPS materially beat expectations — Ribbon reported $0.59 EPS vs. a consensus ~$0.11, driven by margin items and stronger profitability metrics. This is a near-term positive for earnings credibility. Article Title
• Positive Sentiment: Company highlights: PR release cites strong cash flow, bookings from expanding voice-modernization customers and >25% growth with U.S. Tier 1 service providers; Ribbon says it’s targeting expansion into AI and defense markets — potential longer-term growth drivers. Article Title
• Neutral Sentiment: Earnings call/transcripts and slide deck are available for deeper detail on project timing, backlog and mix — useful for investors wanting management’s commentary on the weak revenue cadence. Article Title
• Neutral Sentiment: Outlook nuance: Seeking Alpha and company materials show Ribbon projecting up to ~$875M for 2026 revenue “amid a cautious outlook” — management is signaling opportunity (voice modernization) but also caution on timing. Article Title
• Negative Sentiment: Revenue miss and weak guidance drove the selloff — Q4 revenue was $227.3M (below estimates) and management set 1Q revenue guidance of $160–170M vs. a ~$196M consensus and FY revenue guidance $850–865M vs. ~$905M expected. That guidance shortfall is the primary negative catalyst. Article Title
• Negative Sentiment: Analyst reactions: B. Riley downgraded RBBN from Buy to Neutral (PT $2.90) and several firms (Rosenblatt, Citizens/JMP) trimmed price targets to $4 (some kept Buy/Outperform). The mix of downgrades and PT cuts reflects investor concern about near-term revenue visibility. Article Title Article Title

Ribbon Communications Company Profile

Ribbon Communications Inc is a global provider of real-time communications software and network solutions for service providers and enterprises. The company’s offerings address the full life cycle of voice, video and data transmission across fixed, mobile and cloud environments. Ribbon’s technology portfolio is designed to enable secure, intelligent and interoperable communications in applications such as unified communications, contact centers, wholesale VoIP interconnect and next-generation 5G networks.

Ribbon’s product suite includes session border controllers (SBCs), which secure and interwork IP voice and multimedia sessions; Diameter signaling controllers for 4G/5G policy and charging control; network edge virtualization platforms; and analytics engines for service assurance and fraud management.