U.S. Communications Stock News

Q2 earnings shift the story for Lumentum Holdings (LITE) Lumentum Holdings (LITE) just delivered a Q2 earnings report that turned prior losses into profit, paired with fresh revenue guidance for the next quarter that keeps investor attention firmly on the stock. See our latest analysis for Lumentum Holdings. The recent earnings swing back to profit has arrived alongside strong price momentum, with a 90 day share price return of 86.94% and a very large 1 year total shareholder return that is...

Stewart Information Services recently drew investor attention ahead of its February 4, 2026 Q4 earnings release, amid upbeat analyst coverage and company updates including the launch of PropStream’s new educational media series and leadership changes at its data services subsidiary. PropStream Pros, now streaming across major platforms, underlines Stewart’s push to deepen engagement with real estate professionals through practical, real-world content rather than purely transactional...

If you are wondering whether KKR's current share price offers good value or just reflects past enthusiasm, you are not alone. The stock trades at US$103.28 after an 11% decline over the last 7 days, a 19.9% decline over the last 30 days, and a 30.4% decline over the last year. However, the 3 year and 5 year returns of 79.3% and 131.8% still stand out. Recent news flow around KKR has focused on its role as a large alternative asset manager, its activity across private markets, and its...

Martin Kropelnicki, Chairman and CEO of California Water Service Group (NYSE:CWT), has joined the CalCEO Council. The council brings together leading California CEOs to discuss and advise on statewide economic policy and business practices. This appointment connects California Water Service Group more directly with policy conversations that can influence the operating environment for regulated utilities in the state. California Water Service Group is a regulated water utility, so its...

Amdocs recently reported fiscal first-quarter 2026 results with revenue of US$1,155.94 million and net income of US$157.57 million, alongside a higher quarterly dividend and a planned CEO transition from Shuky Sheffer to Shimie Hortig effective March 31, 2026. At the same time, Amdocs advanced its generative AI push with the launch of its aOS telecom operating system, completed the MATRIXX Software acquisition, and expanded relationships with T-Mobile, Vodafone Germany, and VIDAA to broaden...

Earnings report in focus Cummins (CMI) is back in the spotlight as investors watch Thursday morning’s earnings report, with market attention on the expected 4% year-on-year revenue decline and on whether the company outperforms forecasts again. See our latest analysis for Cummins. The upcoming earnings release comes after a strong run in the shares, with a 30 day share price return of 15.45% and a 90 day share price return of 37.23%. The 1 year total shareholder return of 69.12% and 3 year...

C.H. Robinson Worldwide (NasdaqGS:CHRW) is highlighting the use of artificial intelligence to improve operational efficiency and volume handling in a soft freight market. The company reports improved profitability in its North American Surface Transportation segment, linking part of that outcome to AI driven process automation and decision support. Executives emphasize that AI tools are helping match loads and capacity more efficiently while freight volumes and pricing remain under...

If you are wondering whether Varonis Systems at around US$26.53 is starting to look interesting on price, you are not alone. The stock has been under pressure recently, with a 22.4% decline over the last 7 days, 17.2% over the past month and 43.4% over the past year, and it is 60.5% lower over 5 years. This may be changing how investors think about its potential and its risks. Recent coverage around Varonis has focused on its position in data security software and how the company is...

Willis Towers Watson (WTW) closed the third quarter of FY 2025 with revenue of US$2,288 million and basic EPS of US$3.10 on net income of US$304 million, capping a trailing twelve month period that totaled US$9.8 billion in revenue and EPS of US$21.37. Over the past three quarters of FY 2025, the company has seen revenue move from US$2,223 million in Q1 to US$2,288 million in Q3, while quarterly EPS ranged from US$2.35 to US$3.34. This sets the scene for investors to focus on how much of this...

Alignment Healthcare (ALHC) drew fresh investor attention after upbeat analyst commentary, including Baird’s remarks on its earnings outlook and a series of recent target raises, coincided with a 4% share move. See our latest analysis for Alignment Healthcare. That upbeat analyst sentiment is landing on a stock that already has momentum, with a 9.21% 7 day share price return, a 34.17% 90 day share price return and a 48.06% 1 year total shareholder return. This suggests improving confidence...

In late January 2026, Apple reported record fiscal first-quarter results, with revenue of US$143,756 million and net income of US$42,097 million, alongside a dividend of US$0.26 per share and completion of a US$25,202.95 million buyback program. Beyond headline growth, Apple’s quarter underscored the strength of iPhone demand and Services revenue, including especially strong momentum in Greater China and increasing production support from new policy tailwinds in India. Against this...

Why Mirum’s latest acquisition and sales update matter for investors Mirum Pharmaceuticals (MIRM) has just closed its purchase of Bluejay Therapeutics and reported unaudited 2025 net product sales that topped earlier guidance, alongside a 2026 revenue outlook that points to stronger top line expectations. See our latest analysis for Mirum Pharmaceuticals. Investors have reacted positively to Mirum’s deal making and sales update, with a 30 day share price return of 35.07% and a 90 day share...

In late January 2026, Modine Manufacturing advanced its transformation by planning calls on a proposed Performance Technologies divestiture and go-forward strategy while Airedale by Modine introduced the TurboChill 3+MW chiller for high-density, GPU-powered data centers. This combination of portfolio reshaping and specialized cooling innovation highlights Modine’s push to align more tightly with data center and climate-focused thermal management needs. Next, we’ll examine how this pivot...

FDA lifts clinical hold on Intellia Therapeutics' Phase 3 MAGNITUDE-2 trial of Nexiguran Ziclumeran (Nex-Z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). Regulators cleared trial resumption following agreement on study modifications and enhanced safety monitoring. The decision affects Intellia Therapeutics' (NasdaqGM:NTLA) late stage gene editing pipeline and its progress in ATTRv-PN. Intellia Therapeutics, traded as NasdaqGM:NTLA, is developing CRISPR based...

If you are asking whether Renasant at around US$38.43 still offers value, you are not alone. This article is designed to walk you through that question step by step. The stock has returned 3.3% over the last 7 days, 8.7% over the past month, 8.7% year to date, and 1.4% over the last year, which may have caught the eye of investors thinking about both growth potential and shifting risk perceptions. Recent attention on regional banks and their balance sheet resilience has kept investors...

Ingredion (INGR) has put fresh numbers on the table for FY 2025, with Q3 revenue at US$1,816 million and basic EPS of US$2.66, giving investors a clear read on how recent trading is flowing through to the bottom line. Over the past few quarters, the company has seen revenue move between US$1,800 million and US$1,878 million, while quarterly EPS ranged from about US$1.46 to just over US$3.05. This sets a useful context for gauging how consistent the current run rate looks. With trailing net...

Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture and flavor. This move taps into consumer demand in the US$626 million breakfast bowls category, where protein is the top purchase driver and larger portion sizes are a meaningful differentiator. We’ll now examine how this emphasis on high-protein frozen breakfast innovation shapes Conagra’s...

Recent performance snapshot for Spotify Technology (SPOT) Spotify Technology (SPOT) has drawn investor attention after a weak run, with the share price showing a 7% decline over the past week and a 24% decline over the past 3 months. See our latest analysis for Spotify Technology. Behind the recent 7% one week and 18% one month share price declines, Spotify’s longer history includes a 24% one year total shareholder return decline but a very large three year total shareholder return. This...

AAR CORP. has recently completed an 80,000+ square foot expansion of its Oklahoma City airframe MRO facility, adding three bays capable of handling all 737 variants and supporting a long-term maintenance commitment with Alaska Airlines. The project not only deepens a 50-year operational presence at Will Rogers World Airport but also adds 200 full-time roles and advances the digitization of AAR’s maintenance processes in partnership with Alaska Airlines. We’ll now examine how this expanded...

Event overview and recent price action Paramount Skydance (PSKY) has been drawing attention after recent trading left the stock with a 3.3% decline over the past day and deeper negative returns over the past week, month, and past 3 months. See our latest analysis for Paramount Skydance. At a share price of $10.81, Paramount Skydance’s short term share price returns over the past month and quarter have been weak. The 1 year total shareholder return of 0.49% contrasts with a much steeper 3 year...

In late January 2026, Biogen announced that the U.S. FDA granted Breakthrough Therapy Designation to litifilimab (BIIB059) for cutaneous lupus erythematosus, based on Phase 2 LILAC data showing reduced skin disease activity versus placebo. This designation highlights a potential new approach in a disease area where existing treatments mainly manage symptoms but do not change disease course. We will now examine how this Breakthrough Therapy Designation for litifilimab influences Biogen’s...

Applied Industrial Technologies (NYSE:AIT) approved an 11% dividend increase, marking its 17th consecutive annual raise since 2010. The company signaled plans for a more active pace of acquisitions, with management outlining intentions for expanded deal activity. The news ties dividend growth with a clearer roadmap for expansion in technical engineered solutions, automation, and flow control. For you as an investor, this update connects income and growth in one move. Applied Industrial...

S&P Global plans to spin off its Mobility business into a standalone public company. The new entity will be renamed Mobility Global, Inc. The separation is expected to create a focused Mobility business with its own capital structure and governance. S&P Global (NYSE:SPGI), recently trading around $468.21, is moving to separate its Mobility unit into an independent, publicly traded company. For existing shareholders, this is a structural change that could alter how they view the mix of data,...

Sezzle announced the appointment of Lee Brading as Chief Financial Officer, succeeding outgoing CFO Karen Hartje. Hartje is retiring after nearly eight years in the role, with Brading stepping in following his involvement in recent business shifts and capital markets activity. The leadership change comes as Sezzle, listed as NasdaqCM:SEZL, continues to refine its position in the competitive payments industry. For investors watching NasdaqCM:SEZL, this CFO transition comes with the stock at...