U.S. Communications Stock News

Thinking about whether Zscaler is a smart buy right now? You are not alone. Its eye-popping gains and recent headlines have put it squarely on investors’ radar. In fact, Zscaler’s stock price is up 85.1% year-to-date and has climbed 81.9% over the last year, with impressive gains of 10.1% in the last month alone. Markets have been buzzing about Zscaler’s strategic partnerships and focus on cloud security, both of which are drawing bullish attention from analysts. The company’s expansion into...

CytomX Therapeutics announced it will present initial translational data from its ongoing Phase 1 study of CX-801 in advanced melanoma at the Society for Immunotherapy of Cancer (SITC) 40th Anniversary Annual Meeting, scheduled for November 7-9, 2025, in National Harbor, MD. This upcoming clinical update provides stakeholders with a key opportunity to assess the potential of CytomX's immunotherapy pipeline, possibly shaping future expectations around its development progress and clinical...

In October 2025, the City of Sugar Land and Applied Optoelectronics announced that AOI would expand its U.S. manufacturing by onshoring part of its international operations to Sugar Land, Texas, which includes a capital investment of over US$150 million and plans to create more than 500 new jobs. This expansion will make AOI's Sugar Land location the largest producer of AI-focused datacenter optical transceivers in the United States, underscoring the company's commitment to domestic tech...

Allstate (ALL) is in the spotlight this week as investors anticipate a major jump in quarterly earnings. Recent commentary points toward stronger revenue and improved core insurance metrics ahead of the company’s results announcement. See our latest analysis for Allstate. Allstate’s share price has slipped about 9% over the past month, but it is worth noting that long-term total shareholder return stands at a robust 130% over five years. While recent results reflect shifting expectations...

Microchip Technology recently announced the launch of advanced Optical Ethernet PHY transceivers with up to 25 Gbps speeds and the Time Provider 4500 v3 grandmaster clock, delivering sub-nanosecond timing accuracy for critical infrastructure applications worldwide. These products highlight the company’s efforts to address growing industry demand for secure, high-speed networking and resilient, precise time synchronization across sectors such as industrial automation, telecommunications, and...

In October 2025, Intuitive Surgical reported strong third-quarter earnings results, with revenue of US$2.51 billion and net income of US$704.4 million, both showing significant increases from the prior year. The company also completed a tranche of its share buyback program and raised its full-year guidance, underpinned by rising global adoption of its da Vinci 5 system and procedure growth. Accelerating global expansion, new system placements in key international markets, and ongoing...

Roku (ROKU) delivered a significant earnings report, posting its first profitable quarter since 2021 thanks to robust platform revenue growth, increased ad sales, and a stronger operating margin. Management also raised its full-year outlook, fueling a wave of market enthusiasm. See our latest analysis for Roku. After its quarterly profit surprise and raised outlook, Roku’s share price jumped nearly 10% in a week and now sits at $108.63, reflecting solid positive momentum. Over the past year,...

In recent weeks, Flutter Entertainment plc was the subject of an analyst downgrade citing concerns about regulatory and tax risks alongside a review of its equity incentive schemes and buyback activities. A significant increase in shareholding by Candle Lake Limited and board committee appointments also highlight shifting dynamics in both governance and ownership structure. This combination of regulatory caution among analysts and evolving shareholder interests reveals underlying uncertainty...

Wondering if Workiva stock is a hidden value play or overpriced in today’s market? You’re not alone, as investors are increasingly turning their attention to its valuation. Workiva shares have seen a 4.2% dip over the last week and are down 22.1% year-to-date, but the stock is still up 4.7% over the past year. This shows both volatility and resilience, making for an intriguing valuation story. Recent headlines have focused on Workiva’s continued investment in its cloud platform and expansion...

Cabaletta Bio (CABA) gained traction after sharing positive updates on its lead therapy, rese-cel, at the American College of Rheumatology Convergence 2025. The company outlined clinical progress in autoimmune disease trials for myositis, systemic sclerosis and lupus. See our latest analysis for Cabaletta Bio. The buzz from Cabaletta Bio’s clinical updates comes after a remarkable stretch for the stock, with a 23% gain in the past month and a significant 94% share price return over 90 days...

BioNTech (BNTX) remains unprofitable, with net losses increasing at an annual rate of 22.1% over the past five years. While revenue is projected to grow just 1.7% per year, which is much slower than the broader US market's 10.5% rate, the company is expected to stay in the red for at least the next three years. Investors may take note of BioNTech trading below analyst price targets, but persistent weak margins and muted growth expectations continue to cloud the overall outlook. See our full...

Curious about whether Delta Air Lines stock is a great buy now? If you're looking for value and growth, you're in the right place. The share price has moved a bit lately, with a 3.2% dip over the last week but a respectable 80.3% jump over three years. This shows that long-term gains are still in play. Recently, upbeat travel demand and new route expansions have helped fuel investor optimism. These factors have helped offset industry-wide concerns about rising fuel costs and macroeconomic...

Yum China Holdings (NYSE:YUMC) released its third quarter results, highlighting revenue growth and an 8% bump in operating profit. The company attributed these gains to opening hundreds of new stores and steady increases in delivery sales. See our latest analysis for Yum China Holdings. Yum China’s momentum is showing signs of stabilizing, with its latest $43.98 share price reflecting a 3.95% share price return over the past month but a 1-year total shareholder return of -7.2%. Despite robust...

Ardelyx (ARDX) delivered a quarter that surprised many, with stronger-than-expected results driven by meaningful growth in its IBSRELA and XPHOZAH product lines. The company’s performance outpaced forecasts and resulted in break-even earnings. See our latest analysis for Ardelyx. Ardelyx’s momentum has been hard to miss lately, with a 20.96% one-day share price jump following its Q3 beat and raised guidance. Although the 1-year total shareholder return stands at 2.89% after a volatile...

MARA Holdings delivered a strong third quarter turnaround, posting solid profits after last year’s losses. The company also announced a letter of intent with MPLX LP to develop natural gas-powered facilities in West Texas. See our latest analysis for MARA Holdings. MARA Holdings’ latest rally in operational news comes as the stock pushes through a year of ups and downs. After a stellar third quarter, the momentum has built back up, with a 14.02% gain in the 90-day share price return and a...

Alliant Energy (LNT) shares have seen modest shifts lately, and investors might be curious about what is driving the utilities sector. With long-term returns and recent financial trends in mind, it is worth a closer look at the company today. See our latest analysis for Alliant Energy. Alliant Energy’s share price has shown resilience this year. It is currently sitting at $66.47 with a strong year-to-date share price return of 13.6%. More notably, the total shareholder return over the past...

Merchants Bancorp reported its third quarter 2025 results, revealing a significant increase in loan charge-offs, primarily in its multi-family portfolio, to US$29.5 million, compared to US$2.1 million a year earlier, along with lower net interest income and net income. This higher level of credit losses signals growing credit quality challenges, which are further underlined by the year-over-year decline in core profitability measures. We'll look at how increased multi-family loan charge-offs...

Bitdeer Technologies Group is anticipated to deliver higher earnings and revenue for the quarter ended September 2025, following analysts recently revising their consensus EPS estimate upward by 40% and indicating a strong likelihood of an earnings beat. This heightened analyst confidence marks a shift in sentiment, positioning Bitdeer as a focal point ahead of its upcoming earnings announcement. With analyst estimates rising, we'll look at how these revised expectations shape Bitdeer's...

If you have ever wondered whether Sonos might actually be a value pick hiding in plain sight, you are not alone. Let's get right to the heart of what the numbers and recent headlines reveal. After a 24.7% gain over the last year and a 14.0% lift year-to-date, Sonos stock has certainly caught some fresh attention. However, short-term dips of -4.6% this week and -1.2% over the past month signal there is still some volatility to watch. Recent news has included Sonos’ ongoing efforts to expand...

Wondering if SPS Commerce is a hidden bargain or a value trap? Here is a breakdown of what’s going on with this software stock before you decide whether it deserves a spot on your radar. The stock has caught plenty of attention after plunging by 25.6% this week and over 54% year-to-date. You may be wondering if this volatility hints at risk, opportunity, or both. Recent news around sector-wide shifts in software demand and emerging competitive pressures have added fuel to the fire. Investors...

Power Solutions International (PSIX) was recently upgraded to a 'Hold' rating ahead of its Q3 earnings. Analysts are weighing its solid data center demand and reliable management execution against concerns about elevated valuation and flat margins. See our latest analysis for Power Solutions International. Power Solutions International’s share price has more than tripled year-to-date, and the one-year total shareholder return stands at a remarkable 325.8%, fueled by upbeat data center demand...

Brady (BRC) shares have seen a slight dip over the past week, with some investors eyeing the company’s long-term performance. Recent movements provide an opportunity to revisit how its fundamentals compare with broader market trends. See our latest analysis for Brady. While Brady’s share price pulled back 4.41% over the last week, that follows a solid stretch with a 6.42% gain over the past 90 days and a total shareholder return of 7.35% for the past year. Momentum has cooled recently, but...

Wondering if DXP Enterprises is priced right at the moment? You are not alone, especially with the stock's run over the past year catching attention for all the right reasons. The stock has soared an impressive 137.2% over the last year and is up by a remarkable 43.1% year-to-date, though it has seen a slight dip of 1.8% in the past week and 4.9% over the past month. Much of this excitement has been fueled by ongoing expansion announcements and recent strategic acquisitions, which have...

Texas Capital Bancshares (TCBI) delivered record results for the third quarter, posting much higher net income and net interest income than last year. The company also reaffirmed its outlook for double-digit revenue growth in 2025. See our latest analysis for Texas Capital Bancshares. After a steady run in 2025, Texas Capital Bancshares’ shares have gained momentum as recent record earnings and a confident outlook have helped lift the stock to $85.31. This has contributed to an impressive...