Ericsson Consensus Earnings Downgrades Likely

Dow Jones07-14

1132 GMT - Ericsson's outlook comments will probably prompt low-single-digit percentage downgrades to 2026 EPS estimates, UBS analyst Francois-Xavier Bouvignies writes. Consensus 2027 estimates will also likely fall, by a low- to mid-single-digit percentage, he adds. The company posted second-quarter revenue that was 2% below consensus and guided to a networks gross margin of 48%-50% versus consensus at 50%. Ericsson also highlighted increasing component cost inflation heading into the coming quarters, which UBS believes could place additional pressure on gross margins from the fourth quarter onward. "With the stock up 25% year-to-date, we believe the combination of slowing revenue growth, lower gross margins, and increasing component cost inflation is likely to weigh on sentiment." Shares fall 8.6%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

July 14, 2026 07:33 ET (11:33 GMT)

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Ericsson also highlighted increasing component cost inflation heading into the coming quarters, which UBS believes could place additional pressure on gross margins from the fourth quarter onward. \"With the stock up 25% year-to-date, we believe the combination of slowing revenue growth, lower gross margins, and increasing component cost inflation is likely to weigh on sentiment.\" Shares fall 8.6%. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 14, 2026 07:33 ET (11:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ericsson Consensus Earnings Downgrades Likely</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEricsson Consensus Earnings Downgrades Likely\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-14 19:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1132 GMT - Ericsson's outlook comments will probably prompt low-single-digit percentage downgrades to 2026 EPS estimates, UBS analyst Francois-Xavier Bouvignies writes. Consensus 2027 estimates will also likely fall, by a low- to mid-single-digit percentage, he adds. The company posted second-quarter revenue that was 2% below consensus and guided to a networks gross margin of 48%-50% versus consensus at 50%. Ericsson also highlighted increasing component cost inflation heading into the coming quarters, which UBS believes could place additional pressure on gross margins from the fourth quarter onward. \"With the stock up 25% year-to-date, we believe the combination of slowing revenue growth, lower gross margins, and increasing component cost inflation is likely to weigh on sentiment.\" Shares fall 8.6%. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 14, 2026 07:33 ET (11:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ERIC","symbol_name":"爱立信","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651108898","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651108898","pubTimestamp":1784028780,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1132 GMT - Ericsson's outlook comments will probably prompt low-single-digit percentage downgrades to 2026 EPS estimates, UBS analyst Francois-Xavier Bouvignies writes. 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Ericsson also highlighted increasing component cost inflation heading into the coming quarters, which UBS believes could place additional pressure on gross margins from the fourth quarter onward. \"With the stock up 25% year-to-date, we believe the combination of slowing revenue growth, lower gross margins, and increasing component cost inflation is likely to weigh on sentiment.\" Shares fall 8.6%. 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