Ribbon Communications Inc. (NASDAQ:RBBN) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Ribbon Communications Inc. (NASDAQ:RBBN) have earned a consensus rating of “Hold” from the five analysts that are currently covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell rating, one has given a hold rating and three have issued a buy rating on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $6.00.

Several brokerages recently issued reports on RBBN. B. Riley lowered Ribbon Communications from a “buy” rating to a “neutral” rating in a report on Friday. Citigroup reissued an “outperform” rating on shares of Ribbon Communications in a research note on Friday. Rosenblatt Securities restated a “buy” rating and issued a $6.00 price objective on shares of Ribbon Communications in a report on Thursday, October 23rd. Wall Street Zen cut shares of Ribbon Communications from a “buy” rating to a “hold” rating in a research note on Saturday, October 25th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Ribbon Communications in a research note on Thursday, January 22nd.

Hedge Funds Weigh In On Ribbon Communications

Several institutional investors have recently bought and sold shares of RBBN. Royce & Associates LP increased its position in 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 acquiring an additional 633,035 shares during the period. Cinctive Capital Management LP acquired a new stake in Ribbon Communications in the 3rd quarter worth $1,991,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of Ribbon Communications by 99.6% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 964,446 shares of the communications equipment provider’s stock worth $3,665,000 after purchasing an additional 481,276 shares during the period. Connor Clark & Lunn Investment Management Ltd. raised its position in shares of Ribbon Communications by 24.1% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,476,053 shares of the communications equipment provider’s stock valued at $5,919,000 after buying an additional 286,803 shares during the last quarter. Finally, Lazard Asset Management LLC bought a new stake in shares of Ribbon Communications in the third quarter valued at about $794,000. 70.92% of the stock is currently owned by institutional investors.

Key Ribbon Communications News

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

• Positive Sentiment: Q4 earnings substantially beat expectations — Ribbon reported roughly $0.57–$0.59 EPS versus ~ $0.11 consensus, providing an immediate catalyst for the stock. Ribbon Communications (RBBN) Q4 Earnings Beat Estimates
• Positive Sentiment: Strong bookings and cash flow noted in the release, with U.S. Tier‑1 service provider sales up >25% in 2025 — a sign of traction in core service‑provider markets. Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Company flagged a new tax benefit expected to improve cash conversion, which could support balance‑sheet metrics and reduce cash volatility. Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management is targeting expansion into higher‑growth AI and defense markets — a strategic pivot that could support longer‑term revenue diversification if execution follows. Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Full Q4 call transcript and supporting slide deck are available for details on product demand, backlog and margin drivers — useful for investors wanting management color. Ribbon Communications Inc. (RBBN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Press materials and the company slide deck are posted for deeper review of financials and bookings trends. Press Release / Slide Deck
• Negative Sentiment: Revenue weakness: Q4 revenue fell ~9.6% year‑over‑year and the company still shows a negative net margin, highlighting that earnings beat was driven more by cost/one‑time items than top‑line strength. Ribbon Communications: Q4 Earnings Snapshot
• Negative Sentiment: Conservative near‑term guidance: Q1 revenue was guided to $160–170M (consensus ~ $196M) and FY revenue to $850–865M (consensus ~ $905M) — a meaningful downward revision that likely capped the share rally. Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Management cited customer project delays and budget timing as reasons for the weaker quarter — a risk that revenue recovery could be timing‑dependent. Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results

Ribbon Communications Price Performance

Shares of RBBN opened at $2.72 on Friday. The business’s 50-day moving average is $2.84 and its 200-day moving average is $3.38. The company has a debt-to-equity ratio of 0.91, a current ratio of 1.43 and a quick ratio of 1.16. The company has a market capitalization of $480.35 million, a price-to-earnings ratio of -11.33 and a beta of 1.07. Ribbon Communications has a fifty-two week low of $2.60 and a fifty-two week high of $5.38.

Ribbon Communications (NASDAQ:RBBN) last announced its quarterly earnings data on Thursday, February 5th. The communications equipment provider reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.11 by $0.48. The firm had revenue of $227.32 million for the quarter, compared to the consensus estimate of $241.35 million. Ribbon Communications had a negative net margin of 4.96% and a positive return on equity of 6.49%. The firm’s revenue was down 9.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.16 earnings per share. Equities research analysts expect that Ribbon Communications will post 0.18 EPS for the current fiscal year.

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.