U.S. Communications Stock News

NYSE:FCPT
NYSE:FCPTSpecialized REITs

Four Corners Property Trust Ramps Up Deals With Valuation Gap In Focus

Four Corners Property Trust (NYSE:FCPT) accelerated its acquisition activity in 2025, closing a large number of net lease deals. Management highlighted portfolio diversification and tenant mix as key priorities on the latest earnings call. The company emphasized disciplined underwriting and a focus on maintaining a strong balance sheet and conservative leverage. Four Corners Property Trust focuses on net lease properties, a part of real estate that often centers on long term tenant...
NYSE:GM
NYSE:GMAuto

Will GM's (GM) Emissions Rollback Tailwind and New Tech Strategist Recast Its Investment Narrative?

In recent weeks, General Motors has benefited from a rollback of U.S. federal greenhouse gas regulations for vehicles while appointing former Lucid executive Claudia Gast to lead its strategy, corporate development, and technology partnerships. Together, the policy shift and leadership change point to GM pursuing a dual track of lower compliance costs on combustion vehicles and a sharper push on advanced technology and electric platforms. We’ll now examine how GM’s emissions-policy tailwind...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Is It Too Late To Consider Analog Devices (ADI) After Its Strong Multi Year Rally?

If you are wondering whether Analog Devices at around US$337.51 is offering fair value or starting to look stretched, you are not alone. The stock has delivered returns of 3.8% over the last 7 days, 12.4% over 30 days, 23.3% year to date, 55.8% over 1 year, 91.2% over 3 years, and 133.6% over 5 years, which naturally raises questions about how much of the story is already priced in. Recent coverage has focused on Analog Devices as a key player in the semiconductor space, with investors...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Is Paramount Skydance (PSKY) Pricing Reflecting Its Recent Share Price Weakness?

If you are wondering whether Paramount Skydance is attractively priced after all the headlines, this article will walk through what the current market price might be implying about its value. The stock recently closed at US$10.83, after returns of 0.1% over 7 days, an 8.2% decline over 30 days, a 17.8% decline year to date, and a 2.8% decline over the past year. These moves may have changed how investors think about both its potential and its risks. These moves have come as investors focus...
NYSE:DFIN
NYSE:DFINCapital Markets

Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives

Donnelley Financial Solutions (DFIN) just wrapped up FY 2025 with fourth quarter revenue of US$172.5 million and basic EPS of US$0.24. This came alongside full year trailing twelve month basic EPS of US$1.18 on revenue of US$767 million and net income of US$32.4 million. The company’s quarterly revenue moved from US$156.3 million with basic EPS of US$0.22 in Q4 2024 to US$201.1 million with EPS of US$1.08 in Q1 2025, US$218.1 million with EPS of US$1.30 in Q2, US$175.3 million with an EPS...
NYSE:SN
NYSE:SNConsumer Durables

Assessing SharkNinja (SN) Valuation After Strong Results, 2026 Growth Guidance And New US$750 Million Buyback

SharkNinja (SN) just paired a strong earnings release with fresh 2026 sales guidance and a new US$750 million share repurchase program, a combination that naturally puts the stock’s valuation and capital allocation choices in focus. See our latest analysis for SharkNinja. The latest moves come after a strong run in the share price, with SharkNinja’s 90 day share price return of 50.42% and 1 year total shareholder return of 19.41% pointing to momentum that has recently accelerated. If this...
NYSE:FBIN
NYSE:FBINBuilding

A Look At Fortune Brands Innovations (FBIN) Valuation After CEO Transition And New 2026 Guidance

Recently, Fortune Brands Innovations (FBIN) has been in focus after announcing a CEO transition, refreshed board roles, full year 2025 results, and new 2026 guidance, giving investors several fresh data points. See our latest analysis for Fortune Brands Innovations. The latest CEO succession plan and 2026 guidance arrive after a sharp 18.45% 7 day share price decline and a 14.62% 30 day share price pullback, despite a 17.88% 90 day share price return and a weaker 1 year total shareholder...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Bruker (BRKR) Valuation Check After Mixed Analyst Reactions To 2026 Guidance And Q1 Outlook

Bruker (BRKR) is in focus after its 2026 guidance paired modest organic growth of 1% to 2% with an expected mid single digit organic decline in Q1, prompting mixed analyst reactions and renewed attention on the stock. See our latest analysis for Bruker. The latest guidance and analyst reactions have landed against a weak backdrop, with a 30 day share price return showing a 21.22% decline and a 1 year total shareholder return reflecting a 24.51% loss. This points to fading momentum despite the...
NasdaqCM:SHIP
NasdaqCM:SHIPShipping

Seanergy Maritime Holdings (SHIP) EPS Rebound Tests Bullish Growth Narrative

Seanergy Maritime Holdings (NasdaqCM:SHIP) has wrapped up FY 2025 with fourth quarter revenue of US$49.4 million and basic EPS of US$0.60, capping a year in which trailing twelve month revenue came in at US$158.1 million and EPS at US$1.04. Over recent periods, revenue has moved from US$41.7 million in Q4 2024 to US$49.4 million in Q4 2025. Quarterly EPS shifted from US$0.25 to US$0.60, alongside trailing twelve month net income of US$21.2 million. With trailing net profit margin sitting at...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy’s New US$500m Loan Reshapes Funding Capacity And Investor Focus

Evergy entered into a new $500 million unsecured term loan agreement that replaces a smaller prior facility. The company plans to use the facility for capital expenditures, acquisitions, and repayment of existing debt. The new loan provides fresh funding capacity that could influence Evergy’s capital allocation and balance sheet structure. For investors watching NasdaqGS:EVRG, this financing move comes with the stock trading at $81.51 and showing returns of 3.5% over the past week and 6.6%...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix Expands $300 Million Buyback As Shares Screen Undervalued

NCR Voyix (NYSE:VYX) has expanded its share repurchase program to $300 million. The authorization covers buybacks of both common and preferred stock. The decision reflects a capital allocation move by the board aimed at shareholder value. NCR Voyix, known for its software and services for retailers, restaurants and banks, is making this move at a time when many transaction driven and payments related businesses are reassessing how they use cash. For investors, a $300 million repurchase pool...
NYSE:CACI
NYSE:CACIProfessional Services

Is CACI (CACI) Quietly Rewiring Its Defense Tech Edge With This AI Margin Shift?

CACI International recently reported quarterly results that surpassed Wall Street expectations, highlighting mid single digit organic growth, expanding operating margins, and a backlog that stretches beyond the current fiscal year. Alongside insider share sales and upcoming conference presentations, investors are paying close attention to CACI’s push toward higher margin, AI-enabled technology solutions and away from lower value staff augmentation work. Next, we’ll examine how this shift...
NYSE:LOW
NYSE:LOWSpecialty Retail

Is It Too Late To Consider Lowe's (LOW) After Strong Multi‑Year Share Price Gains

Investors may be wondering whether Lowe's Companies, at around US$281 a share, still offers value or whether most of the opportunity has already been priced in. The stock has been relatively steady in the short term, with about a 1.2% decline over 7 days and a 1.3% gain over 30 days, while showing returns of 13.9% year to date, 14.4% over 1 year, 47.7% over 3 years and 83.0% over 5 years. Recent coverage around Lowe's has continued to focus on its position as a major US home improvement...
NYSE:LEU
NYSE:LEUOil and Gas

Does Centrus Energy (LEU) Balancing Softer Q4 Results With 2026 Hiring Signal Strategic Expansion?

Centrus Energy Corp. reported past fourth-quarter 2025 results with revenue of US$146.2 million and net income of US$17.8 million, alongside full-year revenue of US$448.7 million and net income of US$77.8 million, and issued 2026 revenue guidance of US$425 million to US$475 million. Despite lower quarterly earnings than the prior year, Centrus signaled operational expansion by planning at least 150 net new hires across its Oak Ridge and Piketon facilities in 2026, underscoring management’s...
NYSE:LH
NYSE:LHHealthcare

Labcorp Holdings (LH) Margin Improvement Reinforces Bullish Earnings Recovery Narrative

Labcorp's FY 2025 headline numbers and earnings context Labcorp Holdings (LH) closed out FY 2025 with fourth quarter revenue of US$3,515.8 million and basic EPS of US$2.00, while trailing twelve month EPS came in at US$10.53 on revenue of US$13.95 billion. The company has seen revenue move from US$3,329.4 million in Q4 2024 to US$3,515.8 million in Q4 2025, with quarterly basic EPS shifting from US$1.72 to US$2.00 over the same period. This set up a year where reported earnings grew 17.5% and...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop (WING) Valuation Check As Earnings Approach After Recent Revenue Miss

Wingstop earnings in focus Wingstop (WING) heads into its earnings report this Wednesday with investor attention centered on last quarter’s 5% revenue miss versus expectations and the relatively steady analyst estimates maintained over the past month. See our latest analysis for Wingstop. Wingstop’s share price has been volatile recently, with a 13.6% 1 day share price return following a softer 30 day share price return of an 8.9% decline. Its 5 year total shareholder return of 95.4% points...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Synaptics (SYNA) Valuation Check After Earnings Beat And Growing AI Hardware Demand

Synaptics (SYNA) moved into focus after quarterly results and fresh guidance highlighted both its role in AI related human interface chips and its ongoing losses, giving investors a mixed but closely watched update. See our latest analysis for Synaptics. The recent 1 day share price return of a 6% decline, alongside a 6% decline over 30 days, contrasts with a 42% 90 day share price return and a 16% 1 year total shareholder return. This suggests strong momentum that has cooled as investors...
NasdaqGS:CHYM
NasdaqGS:CHYMDiversified Financial

Institutional Buyers Back Chime Financial Growth While Losses Remain In Focus

Patient Capital Management and Ranger Investment Management have taken sizable new positions in Chime Financial (NasdaqGS:CHYM). These institutional moves follow strong year over year revenue growth and an expanding active member base. Chime continues to report operating losses tied to higher technology and development expenses. Chime Financial focuses on digital banking services, offering app based accounts and tools that aim to simplify everyday money management. The wider fintech sector...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Black Swift Exit Puts MercadoLibre Competition And Credit Risks In Focus

Black Swift Group, LLC has fully exited its position in MercadoLibre (NasdaqGS:MELI). The divestment comes as investors focus on rising competition in e commerce and fintech across MercadoLibre's core Latin American markets. Concerns about bad loan provisions in the company’s credit portfolio are adding to the debate around risk and profitability. MercadoLibre operates a large e commerce marketplace alongside digital payments and credit services across Latin America, so shifts in...
NYSE:RBA
NYSE:RBACommercial Services

RB Global (RBA) Valuation Check After Full Year 2025 Earnings Results

RB Global (RBA) just released full year 2025 results, giving investors fresh numbers to assess the commercial asset marketplace. Revenue came in at US$4,590.7m and net income at US$428.4m, alongside modest EPS gains. See our latest analysis for RB Global. The earnings release appears to have been the main catalyst for the recent 2.04% 1 day share price return. However, the stock still shows a 12.64% 7 day share price decline, while its 1 year total shareholder return of 9.01% and 5 year total...
NYSE:ABR
NYSE:ABRMortgage REITs

Has Arbor Realty Trust (ABR) Fallen Too Far After Its 1-Year 39.9% Share Price Slide

If you are wondering whether Arbor Realty Trust's current share price reflects its real worth, this breakdown will help you see how the market price stacks up against several valuation methods. The stock last closed at US$7.33, with returns of a 6.7% decline over 7 days, an 11.4% decline over 30 days, a 7.8% decline year to date and a 39.9% decline over 1 year, along with a 31.0% decline over 3 years and a 23.5% decline over 5 years, which may have changed how investors view both its risk...
NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar Holding (NYSE:JKS) Pricing Reflect Its Cash Flow Outlook After Recent Share Pullback

If you are wondering whether JinkoSolar Holding is offering good value at its recent US$26.47 share price, you are not alone in asking if the current market tag really reflects the business behind the ticker. The stock has been volatile recently, with a 10.0% decline over the last 7 days and a 10.3% decline over the last 30 days, even though the 1 year return sits at 24.1% while the 3 year and 5 year returns are 36.7% and 37.0% declines respectively. Recent coverage around the solar and...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Assessing Axogen (AXGN) Valuation After Technical Strength And Growing Investor Conference Visibility

Axogen (AXGN) has drawn fresh attention after recent data flagged the stock as fitting the Minervini Trend Template, alongside management’s planned appearances at several high profile investor conferences. See our latest analysis for Axogen. Those Minervini signals and the upcoming conference appearances are playing out against a backdrop of firm momentum, with a 30 day share price return of 11.67% and a 1 year total shareholder return of 92.98% that together suggest buyers have been...
NYSE:COTY
NYSE:COTYPersonal Products

A Look At Coty (COTY) Valuation After Recent Share Price Weakness

What Coty’s recent share performance signals for investors Coty (COTY) has drawn fresh attention after a period where the share price has fallen about 16% over the past month and roughly 21% in the past 3 months. This has prompted investors to reassess expectations. See our latest analysis for Coty. Stepping back from the recent pullback, Coty’s share price return year to date is about 18% lower. The 1 year total shareholder return of roughly 55% decline signals that longer term holders have...