Strategic Partnership: Ericsson has formed a strategic partnership with LotusFlare, acquiring a minority stake in the company to enhance its offerings for Communication Service Providers (CSPs) through network Application Programming Interfaces (APIs).
API Monetization: The collaboration aims to provide solution blueprints for the Network API Exposure Layer, facilitating API access and consent management to accelerate CSPs' monetization of advanced network capabilities.
Industry Impact: The partnership combines Ericsson's high-performance networks with LotusFlare's DNO Cloud platform, aiming to unlock new network capabilities and enhance collaboration among CSPs, enterprises, and developers.
Market Validation: LotusFlare's CEO expressed that Ericsson's investment validates their product innovation and is expected to open new market opportunities for critical network asset monetization capabilities globally.
Wall Street analysts forecast ERIC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ERIC is 9.33 USD with a low forecast of 6.40 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast ERIC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ERIC is 9.33 USD with a low forecast of 6.40 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
2 Hold
1 Sell
Moderate Sell
Current: 9.580
Low
6.40
Averages
9.33
High
11.00
Current: 9.580
Low
6.40
Averages
9.33
High
11.00
Citi
Andrew Gardiner
Neutral
maintain
$95 -> $98
2026-01-16
Reason
Citi
Andrew Gardiner
Price Target
$95 -> $98
AI Analysis
2026-01-16
maintain
Neutral
Reason
Citi analyst Andrew Gardiner raised the firm's price target on Ericsson to SEK 98 from SEK 95 and keeps a Neutral rating on the shares.
Citi
Neutral
maintain
$85 -> $95
2025-10-22
Reason
Citi
Price Target
$85 -> $95
2025-10-22
maintain
Neutral
Reason
Citi raised the firm's price target on Ericsson to SEK 95 from SEK 85 and keeps a Neutral rating on the shares.
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Danske Bank
Buy
to
Hold
downgrade
SEK 100
2025-10-15
Reason
Danske Bank
Price Target
SEK 100
2025-10-15
downgrade
Buy
to
Hold
Reason
Danske Bank downgraded Ericsson to Hold from Buy with a SEK 100 price target.
Barclays
Underweight
maintain
2025-10-15
Reason
Barclays
Price Target
2025-10-15
maintain
Underweight
Reason
Barclays raised the firm's price target on Ericsson to SEK 70 from SEK 55 and keeps an Underweight rating on the shares. The firm increased revenue and margin estimates post the company's Q3 report. However, its structural view is unchanged as it still sees downside risk for Ericsson.
About ERIC
Telefonaktiebolaget LM Ericsson (Ericsson) provides infrastructure, services and software to the telecommunication industry and other sectors. The Company's segments include Networks, IT & Cloud and Media. The Networks segment consists of two business units: Network Products and Network Services. The overall focus is on evolving and managing access networks, including the development of hardware and software for radio access and transport networks. The IT & Cloud business includes two business units: IT & Cloud Products and IT & Cloud Services. The focus in IT & Cloud is to help telecom operators and selected enterprises through the digital transformations ahead. It develops and delivers software-based solutions for television and media and combines a product portfolio that spans the television value chain, with systems integration and managed services. The portfolio includes compression, content publishing through set-top box or pure over-the-top, content delivery and analytics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
