About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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The 2 Most Downgraded Stocks: Sell One, Buy the Other

Analysts' sentiment has Workday (NASDAQ: WDAY)  and SolarEdge (NASDAQ: SEDG) down, but the takeaways differ for each. On the one hand, a struggling business continues to lose money while its competitors fare better. On the other hand, a leading company that failed to meet inflated expectations has had its market reset. The share price will likely fall to new lows in the first scenario, although it is near a potential floor. In the second scenario, a pullback in price action today is an opportunity for investors tomorrow. 

The Sun Goes Down on SolarEdge Technologies 

Analysts are lowering their sentiment ratings and price targets for SolarEdge Technologies, and the trend is unlikely to end. The last earnings report was a train wreck, with revenue outperforming but down 80% compared to the prior year and losses mounting. Guidance was also weak, with revenue expected to fall significantly compared to last year to a level well below consensus. 

The balance sheet is still capitalized, but its health could be better. At the current burn rate, it won’t be many quarters until bankruptcy for SolarEdge without another capital injection. Dilution is already an issue, with the share count rising compared to last year and warrants on the books. With capital in decline, further dilution should be expected, and there are more problems to be aware of.  The business health and outlook for dilution have attracted short-sellers, which is another problem for investors. The short interest is running near 20% and is unlikely to fall without a positive catalyst, as no catalyst exists. 

Out of 31 analysts tracked by MarketBeat with ratings on SolarEdge, 24 issued negative revisions in calendar Q2. That is a significant number of analysts showing a high level of conviction in a deteriorating outlook. The consensus sentiment is still firm at Hold, and the consensus price target suggests a 200% upside, but the freshest revisions include several downgrades to sell equivalents and $25 price targets. The $25 target may be low for the analysts' cycle, but it is too soon to tell. 

SolarEdge SEDG stock chart

Workday Falls Into a Buying Opportunity 

Workday is the most downgraded stock in Q2, with 25 of the 27 analysts issuing negative revisions. The caveat for potential sellers is that the sentiment held firm at Moderate Buy as it has done for the last year, and the price target still implies sufficient upside to be attractive. The consensus rating is down compared to the previous quarter but only $10 or 3.5%. The takeaway from the analysts' activity is that sentiment is solid, and the range of price targets is narrowing to a tighter range near record levels.

The reason for the downshift in sentiment is the latest guidance. The company reduced its full-year outlook despite a solid quarter, sending a ripple of fear through the market. However, the new guidance calls for an impressive 17% YoY growth, and there is a silver lining. The company widened its margin expectation, setting itself up for leveraged performance later in the year and next. Looking further ahead, Workday is expected to sustain another year of high-teens growth and widen its margin in 2025. 

The institutions provided a headwind for the market in Q2, selling on balance. However, the institutional interest remains solid at nearly 90% of the stock, and the balance of activity may shift now that the price action has been corrected. The 25% stock price correction has brought the market down to a critical moving average that aligns with long-term market support. Because the outlook is for growth and improving profitability, the stock should begin to put in its bottom soon. 

Valuation has been a concern, but the multiples are coming back into alignment for this tech stock. Trading at 33x this year’s earnings is a bit high, but valuation improves to 28x relative to the 2025 outlook, and sustained growth is forecasted. 

Workday WDAY stock chart

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