U.S. Communications Stock News

In early February 2026, Quanta Services drew increased attention after analysts highlighted strong earnings and revenue expectations, expanding project backlogs, and solid positioning across electric power, renewable energy, and underground infrastructure. Institutional interest, including a new position by Baron Durable Advantage Fund citing long-term energy infrastructure tailwinds and management’s ambitious EPS growth targets, underlined growing confidence in Quanta’s role in grid...

Twilio (TWLO) is back in focus after reporting fourth quarter 2025 results that topped expectations, with accelerating revenue growth, strong Voice AI usage, and better than expected guidance for 2026. See our latest analysis for Twilio. Twilio's latest results and AI partnerships have landed against a mixed share price backdrop, with a 1-year total shareholder return decline of 9.72% and a 3-year total shareholder return of 59.90%. This suggests that longer term momentum contrasts with the...

Nucor (NUE) is in focus after its fourth quarter 2025 earnings and revenue came in below market expectations, as investors also weigh potential steel tariff changes and fresh insider selling against Warren Buffett’s recent stake increase. See our latest analysis for Nucor. At a share price of $183.23, Nucor has given investors a 23.25% 90 day share price return and a 35.16% 1 year total shareholder return. This suggests momentum has been building even as tariff headlines, earnings softness...

Why C.H. Robinson Worldwide is on investors’ radar today C.H. Robinson Worldwide (CHRW) has drawn attention after recent share price moves, including a 4.9% gain over the past day and mixed returns over the week, month, and past 3 months. With a market presence across freight transportation and logistics services, along with reported annual revenue of US$16.23b and net income of US$587.08m, investors are assessing how this performance lines up with the stock’s recent returns. See our latest...

If you are looking at Dauch and wondering whether the current share price reflects its true worth, you are not alone. This article will focus on what the numbers say about value rather than short term excitement. The stock last closed at US$7.25, with returns of 11.7% year to date and 40.8% over the past year, even though the last 7 days and 30 days saw declines of 15.9% and 5.8%. Those mixed returns follow recent ongoing coverage of the company, which has kept attention on how the market is...

Alexandria Real Estate Equities (ARE) has been in focus after pricing US$750 million of 5.25% senior unsecured notes due 2036 and increasing the size of its early cash tender offers for several longer dated bonds. See our latest analysis for Alexandria Real Estate Equities. The refinancing news comes after a choppy period for investors, with a 7 day share price return of a 6.10% decline and a 30 day share price return of a 9.33% decline, while the 1 year total shareholder return of a 41.09%...

In recent days, Akamai Technologies reported strong past Q3 2025 results, highlighting accelerating Cloud Infrastructure Services growth, resilient security revenue, and guidance for full-year 2025 adjusted EPS of US$6.93–US$7.13. The company also unveiled its NVIDIA-powered Akamai Inference Cloud for AI at the edge, underscoring how AI-focused infrastructure is becoming a central pillar of its business mix. We’ll now examine how the launch of Akamai’s NVIDIA-powered Inference Cloud for AI...

If you are wondering whether Dycom Industries is still fairly priced after a strong run, this article walks through what the current market price might be implying about its value. At a last close of US$427.48, the stock has posted returns of 6.7% over the past week, 15.3% over the past month, 23.0% year to date and 139.9% over the past year, with around a 4x return over three years and just over a 4.5x return over five years. Recent coverage has focused on Dycom Industries as part of...

Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...

Service Corporation International (SCI) just released its fourth quarter and full year 2025 results, combining steady funeral and cemetery performance with updated 2026 guidance and fresh capital plans that give investors more detail on earnings drivers. See our latest analysis for Service Corporation International. The recent earnings release and cautious 2026 outlook have come with some volatility, with a 7 day share price return of 6.4% and a 30 day share price return of 4.0% against a...

Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy to form a combined energy company valued at about $58b. The transaction includes plans for a 31% dividend increase for shareholders. The combined company has also announced a share repurchase program of up to $5b. For you as an investor, this move is centered on scale and mix. Devon Energy focuses on U.S. shale production, and combining with Coterra creates a larger, more diversified energy producer with exposure...

Adobe recently presented at the WEST Conference 2026 in San Diego, while investors weighed mixed options activity, insider selling, and rising implied volatility around the stock. Despite record revenue, earnings growth, and strong institutional interest, sentiment has been shaken by concerns that generative AI could erode Adobe's creative software economics and long-term relevance. We’ll now examine how renewed AI disruption worries, highlighted by recent analyst downgrades, may reshape...

In February 2026, Check Point Software Technologies reported fourth-quarter 2025 revenue of US$744.9 million and net income of US$304.5 million, alongside 2026 guidance calling for full-year revenue between US$2.83 billion and US$2.95 billion and first-quarter revenue of US$655 million to US$685 million. The company is reshaping its business around AI-focused cybersecurity, expanding its Infinity platform and adding new capabilities through acquisitions such as Cyata, Cyclops, Rotate,...

Chewy (CHWY) is back in focus after recent trading left the stock with a return of about negative 28% over the past month and negative 30% over the past 3 months. See our latest analysis for Chewy. At a share price of US$24.23, Chewy's recent 7 day share price return of 13.53% decline and year to date share price return of 27.65% decline sit alongside a 1 year total shareholder return of 35.70% decline. This suggests that momentum has been fading over both short and longer horizons as the...

Patent agreement puts Beam Therapeutics (BEAM) intellectual property in focus Beam Therapeutics (BEAM) has moved to secure its gene editing toolkit, signing a standby license agreement with Kobe University and Bio Palette that aims to protect access to key base editing patents. See our latest analysis for Beam Therapeutics. The standby license news lands after a choppy year, with a 26.79% 90 day share price return but a 1 year total shareholder return of 13.83% decline, signaling near term...

Waystar Holding Corp. recently disclosed that Chief Business Officer Eric (Ric) Sinclair III resigned effective March 2, 2026, to join another company, with the departure explicitly not linked to disagreements over operations, policies, or practices. This leadership change lands at a time when analysts are emphasizing Waystar’s AI-enabled healthcare payments platform and Iodine Software acquisition as core to its longer-term growth story. Against this backdrop of an executive departure,...

In early February 2026, Citrix announced it will expand its agreement with Arrow Electronics from March 1, 2026, handing Arrow responsibility for managing all Citrix Service Providers across North America and Europe, while Arrow also reported 2025 sales of US$30.85 billion and net income of US$571.27 million alongside new Q1 2026 guidance. This combination of strong recent results, guidance, and an expanded Citrix partnership underscores Arrow’s push toward higher-margin, service-led...

SoFi Technologies recently reported stronger-than-expected fourth-quarter results, including record adjusted net revenue growth, more than 1 million new members, and expanded offerings such as crypto trading and a proprietary stablecoin, while also issuing upbeat financial guidance for 2026. These developments, coupled with analyst upgrades highlighting SoFi’s diversified fintech model and growing role as a full-service digital bank for high-income, tech-focused customers, are reshaping how...

Independence Realty Trust (IRT) just paired a profitable fourth quarter and full year 2025 with fresh 2026 earnings guidance, highlighting AI driven leasing, portfolio upgrades, and refinanced debt that collectively reshape its risk and cash flow profile. See our latest analysis for Independence Realty Trust. At a share price of $16.35, Independence Realty Trust has paired its latest earnings and 2026 guidance with a 1 day share price return of 2.64%, even as the year to date share price...

BorgWarner Inc. recently announced a wave of contracts and agreements, including long-term deals to supply advanced electrified propulsion systems to global automakers and a master supply agreement with TurboCell for a modular turbine generator system aimed at AI-driven data centers and microgrids, with production planned in North Carolina from 2027. Together with a new universal shelf registration covering multiple securities, these awards highlight BorgWarner’s push to diversify beyond...

Why Align Technology stock is in focus now Align Technology (ALGN) is back on investors’ radar after its fourth quarter drew a positive market response, with record clear aligner case volumes across Europe, Latin America, and Asia-Pacific supporting sentiment toward the stock. See our latest analysis for Align Technology. At a share price of US$186.77, Align has seen a 40.84% 3 month share price return and 19.70% year to date share price return, while the 1 year total shareholder return of...

In February 2026, FirstSun Capital Bancorp was added to the Zacks Rank #1 (Strong Buy) list after analysts raised current‑year earnings estimates by 9.8% over the prior 60 days, while the company also presented to investors at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. This combination of a higher earnings outlook and increased investor visibility comes despite earlier concerns about modest revenue growth, a contracting net interest margin, and forecasts for a...

In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...