CommScope's Streamlined Portfolio Offers Fresh Upside From Divestitures, BofA Says

MT Newswires Live11-12

CommScope (COMM) is entering a new phase after selling its Connectivity and Cable Solutions unit, with further divestitures likely to drive additional upside, BofA said Tuesday in a report.

The bank cited a sum-of-the-parts analysis that applies a 10.5 times 2026 enterprise value to earnings before interest, taxes, depreciation, and amortization multiple to Ruckus and 6 times to Access Network Solutions, producing an implied blended 8 times multiple for RemainCo.

BofA said Ruckus stands to benefit from Wi Fi 7 upgrade cycles, while Access Network Solutions should see demand from DOCSIS 4.0 investments, and the firm modelled mid to high single-digit revenue growth for each segment in 2026.

The analysts added that continued divestitures of remaining pieces could serve as a catalyst to expose incremental value for shareholders.

BofA reiterated its buy rating on CommScope and raised the price target to $23.50 from $20.

Shares of the company were up 2.4% in recent Tuesday trading.

Price: 17.25, Change: +0.46, Percent Change: +2.74

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