TSAT fell -13.68% during regular trading to roughly $53.00, down from its Aug. 12 close of $61.40. The selloff followed Q2 2026 results released this morning: EPS came in at -$10.89, missing the -$0.83 consensus estimate by -$10.06.

AST SpaceMobile focuses on building a space-based cellular broadband network, while Ondas Inc. specializes in private wireless networks, drones, and autonomous systems with growing defense applications. In recent market activity, ASTS has shown volatility tied to satellite launches, partnerships, and upcoming earnings, with mixed monthly performance.

Cisco reported record fourth-quarter fiscal 2026 revenue of $17.3 billion, up 18% year over year and above consensus estimates of roughly $16.8 billion. Adjusted earnings per share (EPS) came in at $1.22, beating the $1.17 consensus estimate by $0.05; GAAP (generally accepted accounting principles) diluted EPS was $0.97.

Revenue surpassed $1 billion for the first time , reaching $1.01 billion and beating consensus estimates of $984.57 million by a comfortable margin. Adjusted earnings per share (EPS) came in at $3.23 , exceeding the analyst consensus of $2.95 by $0.28 and more than tripling the $0.88 reported in the same quarter last year.

Revenue surged to $31.52 million , a 2,617% increase from $1.16 million in the same quarter last year, but fell short of the consensus estimate of approximately $35 million. Earnings per share (EPS) came in at -$0.77 , missing analyst expectations that ranged from -$0.26 to -$0.37, largely driven by a $125.9 million loss on involuntary conversion tied to satellite-related assets.

AST SpaceMobile is scheduled to report Q2 2026 results on Monday, August 10, after market close. Wall Street consensus points to revenue of approximately $34 million and a net loss of roughly $0.28 to $0.31 per share.

Ondas Inc. (ONDS) shares have traded in a volatile range between roughly $6.50 and $8.24 over the past 30 days, reflecting mixed sentiment amid transformative acquisitions and a pullback from earlier 2026 highs. The company closed its landmark $875 million acquisition of DZYNE Technologies in early July, significantly expanding its autonomous defense portfolio and prompting management to raise full-year 2026 revenue guidance to at least $525 million.

AST SpaceMobile shares fell approximately 25% over the last 30 days, driven primarily by a $1 billion convertible notes offering that reignited dilution and cash-burn concerns. The broader space sector selloff — amplified by SPCX trading below its IPO price — added significant downward pressure across direct-to-device satellite peers.

AAOI shares have declined roughly 8.9% over the past 30 days, a relatively contained pullback compared with the stock's nearly 52% drop from its May 2026 peak of $233.67. The company is scheduled to report second-quarter 2026 results on August 6, with guidance pointing to revenue between $180 million and $198 million and non-GAAP EPS ranging from -$0.03 to $0.03.

Applied Optoelectronics (AAOI) shares declined approximately 29.6% over the past 30 days, sliding from $135.69 on June 26 to $95.47 as of July 27, 2026. The selloff was amplified by the stock's elevated beta of 3.69, making it one of the most volatile names in the AI optics and photonics sector.

Viavi Solutions (VIAV) shares have fallen approximately 21% over the last 30 days, dropping from $47.63 on June 26, 2026, to $37.52 as of July 27, amid a broad technology-sector rout and mounting macroeconomic headwinds. The sell-off accelerated following a Weiss Ratings downgrade to D+ (Sell) on July 16, compounded by the expiration of lockup agreements tied to the company's $500 million equity offering in May.

ADTN plunged -15.24% in pre-market and early regular trading Wednesday after the company issued preliminary Q2 2026 results that missed across all key metrics. Preliminary Q2 revenue came in at $280M–$282M, below the previously guided range of $283M–$303M and well under the $293.4M analyst consensus.

AST SpaceMobile shares fell approximately 13% over the last 30 days, dropping from $73.19 on June 22 to $63.34 by July 21, 2026. The sharpest single-day decline came on July 16, when the stock plunged 17% after the company announced a $1 billion convertible senior notes offering — its second such raise in 2026.

ASTS shares tumbled -9.76% on Thursday, extending an after-hours plunge of approximately -13% that began Wednesday evening after the company announced a $1 billion convertible senior notes offering due 2034. The primary catalyst is the convertible note raise, which spooked investors over potential future share dilution — this marks ASTS's second $1 billion convertible offering in recent months, reigniting concerns about its heavy cash burn and capital needs.

Zebra Technologies shares have risen approximately 8% over the past 30 days, reflecting post-earnings strength moderated by recent profit-taking. Q1 2026 results delivered a significant upside: non-GAAP EPS of $4.75 beat consensus estimates of $4.21, while revenue climbed 14.3% year-over-year to $1.50 billion.

Applied Optoelectronics (AAOI) shares dropped approximately 33.8% over the last 30 days, falling from $169.05 on June 12 to $111.88 on July 13, 2026. A wave of insider selling in mid-June, including transactions by the CEO and CFO, weighed heavily on investor sentiment.

Ericsson is scheduled to release its second quarter 2026 results on July 14, 2026. Analysts expect earnings per share around $0.13 for the quarter.

Lumentum Holdings (LITE) declined approximately 15.7% over the last 30 days, closing at $728.32 on July 2, 2026, amid a broad photonics sector selloff. The stock has corrected roughly 33% from its May 2026 all-time high above $1,085, driven by valuation compression, Russell index removal, and sector-wide repositioning.

CIEN shares closed at $478.93 on June 29, 2026, reflecting an approximate 17% decline from the May 29, 2026 closing price of $580.23 over the prior 30-day period. The stock has experienced notable volatility amid broader market dynamics in the optical networking sector.

AAOI shares plunged approximately 40.2% over the past 30 days, falling from $202.37 on June 2, 2026, to $120.94 on July 2, 2026. The sharp decline follows a period of extreme volatility and profit-taking after the stock surged more than 130% earlier in the quarter.