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

Ribbon Communications (NASDAQ:RBBN) had its price target cut by Rosenblatt Securities from $6.00 to $4.00 in a research report released on Friday morning,Benzinga reports. They currently have a buy rating on the communications equipment provider’s stock.

Several other equities research analysts also recently weighed in on the company. Citigroup reaffirmed an “outperform” rating on shares of Ribbon Communications in a research report on Friday. Wall Street Zen lowered shares of Ribbon Communications from a “buy” rating to a “hold” rating in a report on Saturday, October 25th. B. Riley Financial lowered shares of Ribbon Communications from a “buy” rating to a “neutral” rating and set a $2.90 price objective on the stock. in a report on Friday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Ribbon Communications in a research note on Thursday, January 22nd. Four research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Ribbon Communications has a consensus rating of “Hold” and an average price target of $3.97.

Ribbon Communications Trading Down 27.9%

Shares of RBBN opened at $1.96 on Friday. The stock’s fifty day simple moving average is $2.82 and its 200 day simple moving average is $3.36. Ribbon Communications has a twelve month low of $1.80 and a twelve month 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 has a market capitalization of $346.14 million, a P/E ratio of 8.91 and a beta of 1.07.

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

Institutional Investors Weigh In On Ribbon Communications

A number of institutional investors have recently made changes to their positions in RBBN. Vanguard Group Inc. lifted its stake in Ribbon Communications by 2.2% during the third quarter. Vanguard Group Inc. now owns 7,691,070 shares of the communications equipment provider’s stock worth $29,226,000 after purchasing an additional 166,683 shares during the last quarter. Royce & Associates LP raised its holdings in shares of Ribbon Communications by 17.2% during the third quarter. Royce & Associates LP now owns 4,305,470 shares of the communications equipment provider’s stock worth $16,361,000 after purchasing an additional 633,035 shares during the period. Geode Capital Management LLC raised its holdings in shares of Ribbon Communications by 7.9% during the second quarter. Geode Capital Management LLC now owns 2,303,256 shares of the communications equipment provider’s stock worth $9,238,000 after purchasing an additional 169,402 shares during the period. Connor Clark & Lunn Investment Management Ltd. lifted its position in shares of Ribbon Communications by 24.1% in the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,476,053 shares of the communications equipment provider’s stock worth $5,919,000 after buying an additional 286,803 shares during the last quarter. Finally, First Eagle Investment Management LLC boosted its holdings in shares of Ribbon Communications by 0.8% in the 3rd quarter. First Eagle Investment Management LLC now owns 1,033,914 shares of the communications equipment provider’s stock valued at $3,929,000 after buying an additional 8,000 shares during the period. 70.92% of the stock is currently owned by institutional investors.

Ribbon Communications News Roundup

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.