U.S. Communications Stock News

Earlier this month, Realty Income Corporation increased its monthly common stock cash dividend to US$0.2700 per share from US$0.2695, payable on January 15, 2026 to shareholders of record as of December 31, 2025, lifting the annualized payout to US$3.240 per share. This latest raise, although small, reinforces Realty Income’s multi-decade pattern of consistent dividend growth, supported by expanding European investments, high-profile property deals, and a dividend payout backed by adjusted...

If you are wondering whether Kinsale Capital Group is a bargain or just fairly priced after its big run in recent years, you are not alone. In this piece we break down what the current share price is really implying. The stock has inched up 2.0% over the last week and 0.2% over the last month, but that is against a tougher backdrop of a -12.8% year to date and -15.2% over the last year, even after longer term gains of 43.8% over 3 years and 92.7% over 5 years. Those moves have played out as...

Wondering if Willis Towers Watson at around $329 a share is still worth buying, or if most of the upside has already been priced in? You are not the only one trying to figure out whether this insurance and advisory giant still offers genuine value. Over the last week the stock is up 1.3%, and it has climbed 3.2% over the last month. Zooming out, it is up 6.6% year to date and 7.2% over the past year, building on a strong 41.5% gain over three years and 66.3% over five years. Those steady...

Host Hotels & Resorts (HST) just cleared a meaningful hurdle, topping quarterly earnings expectations while pairing that upside surprise with a $400 million senior notes offering that signals confidence in funding its next phase of growth. See our latest analysis for Host Hotels & Resorts. The upbeat earnings and financing news comes as the share price trades near a fresh 52 week high at $18.46, with a solid year to date share price return and a stronger multi year total shareholder return...

In recent days, analysts have turned increasingly positive on On Holding, with 24 brokerage firms now converging around a Strong Buy to Buy consensus supported by a Zacks Rank #1 rating. This shift in sentiment is grounded in On Holding’s history of outperforming revenue and earnings expectations and in sharply upgraded earnings forecasts that suggest analysts see its growth drivers as strengthening rather than fading. Now we’ll examine how these upgraded earnings expectations and bullish...

Wondering if PagerDuty is finally cheap enough to deserve a second look, especially after such a brutal few years for the stock? This is where the numbers start to get interesting. Despite the story stock reputation it once had, shares now sit around $12.98 after sliding about 14.0% over the last month and 30.4% over the past year, deepening a multiyear drawdown that has wiped roughly 71.8% off the price over five years. Recently, the market has been recalibrating expectations for high...

CarGurus (CARG) just rolled out PriceVantage, a data driven pricing tool that turns more than 10 billion monthly shopper signals into real time guidance for dealers, promising faster sales and stronger lead generation. See our latest analysis for CarGurus. That launch comes after a solid run in the shares, with a 10.07 percent 1 month share price return and a 3 year total shareholder return of 187.38 percent, which together suggest that momentum and confidence are still building. If...

Recent Stock Performance and Context Serve Robotics (SERV) has been sliding lately, with the stock down about 10% in the past day and roughly 26% over the past week, despite modest gains over the past month. See our latest analysis for Serve Robotics. Those sharp short term share price losses sit on top of a weak year to date share price return and a negative 1 year total shareholder return. This suggests momentum has been fading as investors reassess execution risks around Serve Robotics...

Earlier this quarter, Sea Limited reported strong third-quarter results across Shopee, Garena and its digital financial services arm, and authorized a sizeable share repurchase program that signals management’s confidence in the business. The combination of broad-based operating momentum and a new buyback plan highlights Sea’s twin focus on scaling its platform while actively returning capital to shareholders. Next, we’ll examine how Sea’s robust third-quarter performance and newly...

Earlier this month, Gold Royalty Corp. completed a US$90,000,000 follow-on equity offering, issuing 22,500,000 new common shares at US$4.00 each, a US$0.18 per-share discount. The capital raise, tied to acquiring a cash-flowing gold and copper royalty over Brazil’s Pedra Branca mine, signals an effort to strengthen and expand the company’s royalty portfolio. We’ll now examine how this US$90,000,000 equity raise, and the associated Pedra Branca royalty acquisition, reshape Gold Royalty’s...

Weak guidance keeps DICK'S Sporting Goods (DKS) stock in check DICK'S Sporting Goods (DKS) just posted a quarter where revenue fell short of expectations and full year guidance came in soft, raising fresh questions about how sustainable its recent growth streak really is. See our latest analysis for DICK'S Sporting Goods. Despite the weak outlook, the stock is still changing hands at about $210.39. While the year to date share price return is negative, the three and five year total...

Arista Networks (ANET) has been busy, rolling out new AI focused campus and data center solutions while teaming with Fortinet on a Secure AI Data Center architecture that underscores its leadership in high performance networking. See our latest analysis for Arista Networks. Those moves come after a choppy stretch for the stock, with a recent pullback leaving the 90 day share price return at negative 16.7 percent, but a still solid 11.5 percent year to date, and a standout five year total...

Earlier this month, Lincoln Financial introduced the 1 Year Capital Group Dividend Value (CGDV) ETF Participation account within its OptiBlend fixed indexed annuity, marking the first FIA option tied to Capital Group’s actively managed CGDV ETF while also securing a multi-year sponsorship as the inaugural Game Break sponsor of FOX Sports’ Women’s Sports Desk. This combination of a differentiated annuity account linked to a large, medalist-rated active ETF and a high-visibility women’s...

CF Industries Holdings (CF) just delivered Q3 2025 earnings and revenue ahead of expectations, but the stock reaction has been muted as investors weigh supply demand risks, gas costs, and EU carbon policy uncertainty. See our latest analysis for CF Industries Holdings. Despite the post earnings dip, with a 30 day share price return of minus 3.63 percent and a 90 day share price return of minus 8.11 percent, CF still boasts a 5 year total shareholder return of 136.87 percent. This suggests...

If you are wondering whether QXO is still a smart buy after its recent run, or if you have already missed the real upside, this breakdown will help you assess whether the current price makes sense. QXO has pulled back about 1.1% over the last week, but it is still up roughly 31.1% over the past month and 42.4% year to date. This suggests the market is quickly reassessing its long term potential and risk profile. That shift in sentiment has been supported by a series of strategic updates,...

Sterling Infrastructure recently reported record quarterly results, continued strong demand in areas such as data centers and transportation projects, and authorized a new US$400 million stock repurchase program, all contributing to heightened investor attention despite recent sector-driven volatility. Analyst upgrades, including a Zacks Rank #1 (Strong Buy) based on rising earnings estimates, suggest growing confidence that Sterling’s backlog, acquisitions, and capital returns could support...

Sable Offshore (SOC) just received a major regulatory reset, with Washington reclassifying its key California pipeline as an interstate asset under PHMSA, which shifts control away from state agencies and clears a path to restart flows. See our latest analysis for Sable Offshore. The regulatory win has snapped Sable’s slump into sharp focus, with a 1 day share price return of 56.44 percent and 1 month share price return of 79.57 percent. However, the year to date share price return remains...

Earlier this month, Abbott announced U.S. FDA clearance and CE Mark for its Amplatzer Piccolo Delivery System, enhancing minimally invasive treatment of patent ductus arteriosus in premature infants, while also expanding access to its Lingo over-the-counter continuous glucose monitor to Android users in the wellness market. Together, these moves underscore Abbott’s push to pair specialized pediatric cardiology devices with broader consumer-facing glucose insights, tightening the link between...

In recent days, Applied Digital has come under pressure as investors reassessed heavily financed AI data-center expansion plans and sector-wide risks tied to intensive capital spending and slower payback timelines. At the same time, the company’s multi-decade AI data-center pivot, anchored by long-term leases with hyperscalers and backed by large debt and equity financing, highlights a business model balancing contracted revenue visibility against higher leverage, customer concentration,...

In recent days, Pinterest highlighted rising Monthly Active Users, strong EBITDA margin of 28.3%, and a free cash flow margin of 27.4%, underscoring improved efficiency and cash generation. At the same time, Pinterest’s agreement to acquire CTV platform tvScientific points to an effort to extend its intent-based advertising model into connected TV, potentially broadening how advertisers measure and scale performance campaigns. With user growth supporting higher-margin revenue...

In early December 2025, General Dynamics’ board promoted long-time executive Danny Deep to president and announced upcoming controller succession, while its GDIT unit secured a US$285 million cybersecurity contract from the Commonwealth of Virginia and the Marine segment gained a US$2.28 billion Columbia-class submarine contract extension. Together with progress resolving Aerospace production issues and sustained demand for G700 and G800 jets, these moves deepen General Dynamics’ exposure to...

PulteGroup (PHM) has slipped about 1% today and roughly 5% over the past week, even though the stock is still up around 13% year to date, raising fresh questions about valuation. See our latest analysis for PulteGroup. That recent pullback comes after a strong run, with the share price now at $121.61 and the longer term total shareholder return still comfortably positive. This suggests momentum has cooled rather than reversed as investors reassess growth versus housing market risk. If...

Steel Dynamics recently issued fourth-quarter 2025 earnings guidance, forecasting diluted EPS of US$1.65–US$1.69 and highlighting weaker profitability from lower steel selling prices, seasonal demand softness, and extended maintenance outages across its steel, metals recycling, and fabrication operations. At the same time, the company continued ramping up its new aluminum flat-rolled mill and recycled slab center, securing product qualifications across industrial, beverage can, and...

In the past quarter, SentinelOne reported 23% year-over-year revenue growth, surpassed US$1.00 billion in annual recurring revenue, and reached positive non-GAAP operating and free cash flow margins while also announcing its CFO’s planned departure and ongoing participation in high-profile cybersecurity investigations. At the same time, major shareholder Insight Holdings Group trimmed its stake by 3 million shares but retained SentinelOne as one of its largest positions, underscoring a shift...