U.S. Communications Stock News

Broadcom (AVGO) has put up another big quarter, with Q2 2026 revenue at about US$22.2b, basic EPS of US$1.96 and trailing 12 month EPS of US$6.19 on revenue of roughly US$75.5b, alongside earnings growth of 121.9% over the past year. The company has seen quarterly revenue move from about US$15.0b and EPS of US$1.05 in Q2 2025 to US$22.2b and EPS of US$1.96 in Q2 2026. Trailing 12 month revenue has stepped up from around US$57.0b and EPS of US$2.83 a year ago to US$75.5b and US$6.19 today,...

Steel Dynamics (STLD) recently outperformed major indices, with its stock closing up 1.37% as investors focused on the upcoming earnings report and ongoing revisions to profit expectations. See our latest analysis for Steel Dynamics. That one day gain builds on a strong run, with a 30 day share price return of 16.59% and a 90 day move of 52.44%. The 1 year total shareholder return of 112.41% suggests momentum that has been building over a longer period. If you are looking beyond Steel...

APi Group (APG) is back in focus after a Q1 2026 update that paired revenue and margin gains with more than US$1 billion of acquisitions and higher full year guidance centered on its Safety Services operations. See our latest analysis for APi Group. APi Group shares trade at US$42.40 after a 1-day share price return of 0.33% and a year to date share price return of 8.8%. The 1 year total shareholder return of 32.8% highlights stronger gains over a longer holding period as investors weigh the...

Recently, Instacart (Maplebear) expanded its AI-driven Caper Carts to select Weis Markets stores in Pennsylvania and deepened its health-focused reach through a new Vida Health partnership that uses Instacart Health Fresh Funds to connect nutrition guidance with shoppable, same-day grocery delivery. These moves highlight Instacart’s push to blend in-store Physical AI, retail media, and health-oriented grocery access, reinforcing its role as both a technology partner for retailers and an...

In early June 2026, IREN Limited announced plans for an 800MW AI-focused data center campus in Bundey, South Australia, secured by a high-voltage transmission connection and access to clean power and international fiber links, with energization targeted from 2028. This marks IREN’s first disclosed Australian data center and signals a material expansion of its AI cloud footprint into the Asia-Pacific region, complementing its large Microsoft and NVIDIA-related buildouts in North...

Bank OZK (OZK) is back in focus after funding the senior mortgage in a $141 million construction package for IKONIC Scottsdale, a planned 14-story ultra-luxury multifamily tower in Arizona. See our latest analysis for Bank OZK. For investors, the IKONIC Scottsdale financing sits against a backdrop of a 9.14% 90 day share price return and a 14.73% 1 year total shareholder return. This suggests momentum has been building recently even as the share price now trades around $49.21. If this kind of...

Tilly's (TLYS) opened Q1 2027 with revenue of US$124.7 million and a basic EPS loss of US$0.26, while net income excluding extra items came in at a loss of US$8.0 million, against Q1 2026 revenue of US$107.6 million, a basic EPS loss of US$0.74 and a net loss of US$22.2 million. Over the trailing twelve months to Q1 2027, revenue totaled US$570.7 million with a net loss of US$3.3 million and basic EPS of US$0.11 in losses. This frames a period where the topline has held up, but profitability...

Vaxcyte, Inc. recently dosed the first participant in its Phase 1, randomized, double-blind, placebo-controlled trial of VAX-A1, an investigational Group A Streptococcus vaccine candidate being studied in about 80 healthy adults in Australia to assess safety, tolerability and early immune responses. This first-in-human study marks Vaxcyte’s entry into Group A Strep prevention, an area with no approved vaccines despite hundreds of millions of annual cases and a significant global health...

Syntec Optics Holdings (OPTX) is drawing fresh attention after being selected for inclusion in the Russell 3000 Index, with the reconstitution move scheduled to take effect after the U.S. market close on June 26, 2026. See our latest analysis for Syntec Optics Holdings. The recent Russell 3000 inclusion news comes on top of strong momentum, with a 1-day share price return of 4.04%, a 30-day share price return of 71.09% and a very large 1-year total shareholder return that signals sentiment...

Columbus McKinnon (CMCO) just posted fourth quarter FY 2026 results with revenue of US$437.8 million and a basic EPS loss of US$8.29, capped off by trailing twelve month figures showing US$1.2 billion in revenue and a basic EPS loss of US$7.99. Over recent quarters the company has seen revenue move from US$235.9 million in Q1 FY 2026 to US$261.0 million in Q2 and US$258.7 million in Q3, with quarterly basic EPS ranging from a loss of US$0.07 in Q1 to a profit of US$0.21 in Q3 before the...

Netskope (NTSK) Q1 2027 earnings: revenue momentum, losses still in focus Netskope (NTSK) has kicked off 2027 with Q1 revenue of US$201.6 million and a basic EPS loss of US$0.29, while the trailing twelve month figures sit at US$752.9 million in revenue and a basic EPS loss of US$2.49. Over recent quarters the company has seen revenue move from US$157.7 million in Q1 2026 to US$201.6 million in Q1 2027, with quarterly basic EPS losses ranging from US$0.76 in Q1 2026 to US$1.85 in Q3 2026 and...

Recent performance snapshot Constellation Energy (CEG) has drawn attention after a sharp pullback, with the stock down about 17% over the past month and past 3 months, and about 28% lower year to date. Over a longer horizon the picture is different, with the 3 year total return very large at roughly 20x, while the most recent 1 year total return shows an 8% decline from the prior year. See our latest analysis for Constellation Energy. The recent pullback, including a 7 day share price return...

In late May 2026, activist investor Ancora Holdings publicly urged H.B. Fuller to drop its pursuit of British medical supplier Advanced Medical Solutions Group and instead undertake a full strategic review following reported acquisition interest in the adhesives maker. Ancora’s campaign spotlights concerns about higher leverage, valuation pressure, and management’s ability to integrate complex cross-border deals, putting H.B. Fuller’s capital allocation priorities under sharper...

Goodyear Tire & Rubber (NasdaqGS:GT) has been selected to supply advanced lunar tires for Lunar Outpost's Pegasus Lunar Terrain Vehicle. The tires are intended to support NASA's Artemis missions, marking a new chapter in Goodyear's involvement in space exploration. This project highlights Goodyear's role in developing tire technology for extreme environments beyond traditional road applications. For readers tracking NasdaqGS:GT, this announcement adds a fresh angle to a company best known...

If you are wondering whether Lennox International at around US$518 per share is still good value or already pricing in a lot of optimism, the key is to look closely at what different valuation methods are saying. The stock is up 4.2% over the last week, roughly flat over the past month with a 0.8% decline, up 3.8% year to date, yet down 4.9% over the past year, while still showing a 75.0% gain over three years and 62.6% over five years. Recent coverage has focused on how the stock's longer...

Ross Stores (NasdaqGS:ROST) reported strong first quarter results, with revenue and operating margin growth supported by a 17% rise in comparable store sales. The company plans to open around 110 new stores in fiscal 2026, expanding its off price footprint across existing and new markets. Management is pairing store growth with ongoing supply chain and operational investments to support future performance. Ross Stores operates off price apparel and home fashion chains that focus on value...

Recent Performance Snapshot Littelfuse (LFUS) has attracted fresh attention after a strong run in its stock price, with the shares up about 83% year to date and roughly 126% over the past year. See our latest analysis for Littelfuse. Recent moves have been choppy, with the share price down 0.91% over the last session but showing strong momentum overall, including a 58.87% 90 day share price return and a 126.48% 1 year total shareholder return. If strong recent gains in Littelfuse have...

How Mirion Technologies stock has been trending Mirion Technologies (MIR) has been on investors’ radar after a mixed stretch for the stock, with recent gains in the past week contrasting with weaker performance over the past month and past 3 months. Over the past day, the share price slipped about 0.1% to close at US$18.22, while the past week shows a gain of roughly 6.5%. In contrast, the stock is down about 9.5% over the past month and about 11.3% over the past 3 months. Year to date,...

Recent price performance and context Mirum Pharmaceuticals (MIRM) stock has been under pressure recently, with the price down about 13% over the past month and 6% over the past week, despite a gain of roughly 5% over the past 3 months. For longer term holders, the picture looks different. Total returns are about 18% year to date and roughly 106% over the past year, while the 3 year and 5 year total returns are very large multiples of the starting level. See our latest analysis for Mirum...

Why EPR Properties (EPR) is on income investors’ radar EPR Properties (EPR) continues to draw attention as a specialized experiential net lease REIT with approximately US$5.5b in assets and exposure to leisure, recreation, and education focused properties across 43 U.S. states and Canada. See our latest analysis for EPR Properties. At a recent share price of US$56.16, EPR’s near term trading has softened, with the 7 day share price return down 2.9%. However, the year to date share price...

Fulcrum Therapeutics (FULC) is in the spotlight after halting development of its sickle cell drug pociredir, following FDA concerns about malignancy risks with PRC2 inhibitors and launching a broad review of future options. See our latest analysis for Fulcrum Therapeutics. The recent pociredir halt and review of future options have coincided with intense selling pressure, with the 7 day share price return down 52.5% and the year to date share price return down 70.5%. The 3 year total...

Oil-Dri Corporation of America stock performance snapshot Oil-Dri Corporation of America (ODC) has drawn fresh attention after recent share price strength, with the stock showing gains over the past week, month, past 3 months, year to date, and the past year. See our latest analysis for Oil-Dri Corporation of America. The recent 1-day share price return of 8.97% at a latest share price of $84.08 sits on top of a 30-day share price return of 12.54% and a year to date share price return of...

ASP Isotopes (ASPI) has restarted the first 18 stages of its Silicon-28 enrichment facility in Pretoria, South Africa, after engineering upgrades that are expected to support safer and more efficient commercial-scale production. See our latest analysis for ASP Isotopes. The restarted Silicon-28 facility news lands after a sharp 30 day share price return of 55.36% and a 90 day share price return of 43.60%, while the 1 year total shareholder return declined 9.02% and the 3 year total...

Wondering whether J.B. Hunt Transport Services at US$283.31 is offering good value or asking too much of future expectations? This article breaks down what the current price might be implying. The stock has returned 4.0% over the past week, 16.6% over the past month, 44.0% year to date and 105.6% over the past year, which raises fair questions about how much optimism is already in the price. Recent coverage has focused on J.B. Hunt Transport Services as part of broader discussions around...