U.S. Communications Stock News

Trinity Industries (TRN) is back in focus after its latest quarterly results and 2026 earnings outlook, which highlighted higher net income and earnings per share along with lower sales compared with the prior year. See our latest analysis for Trinity Industries. At a share price of $34.60, Trinity Industries has given investors a 28.0% 1 month share price return and 31.2% 3 month share price return. Its 1 year total shareholder return of 19.4% points to momentum that has been building rather...

Earlier this month, Accenture created a new chief communications officer role and appointed longtime insider Rachel Frey to oversee internal and external communications, including media relations, financial communications, public affairs and crisis management, reporting directly to Chair and CEO Julie Sweet. Her elevation comes as Accenture intensifies its push into AI, linking leadership promotions to regular AI tool use and partnering with OpenAI to embed enterprise AI more deeply into...

Recently, Symbotic reported revenue that exceeded expectations, gained an upgrade to Overweight from KeyBanc on improved execution and rollout potential, and completed the acquisition of Fox Robotics to broaden its AI-powered warehouse automation capabilities. These developments arrive as Symbotic moves into a new phase of AI-driven automation expansion, potentially reshaping how major retailers and logistics players modernize their warehouse operations. Next, we’ll examine how KeyBanc’s...

Americold Realty Trust, Inc. reported fourth-quarter 2025 results showing sales of US$600.68 million and revenue of US$658.45 million, with net loss widening to US$88.34 million and loss per share from continuing operations at US$0.31. Alongside these weaker results, the company introduced a new Chief Financial Officer, Chris Papa, and set out a detailed 2026 plan focused on balance sheet repair, cost reductions, and targeted growth in higher-value cold storage segments. Next, we’ll examine...

AtriCure (ATRC) shares are in focus after the company paired improved 2025 results with new 2026 guidance that calls for US$600 million to US$610 million in revenue and an expectation of positive full year net income. See our latest analysis for AtriCure. The improved 2025 results and fresh 2026 guidance arrive after a tough run for investors, with a 30 day share price return of an 18.63% decline and a 1 year total shareholder return of an 18.88% decline, pointing to fading momentum despite...

Ultra Clean Holdings, Inc. reported fourth-quarter 2025 revenue of US$506.6 million, down from US$563.3 million a year earlier, and moved from net income of US$16.3 million to a net loss of US$3.3 million, contributing to a full-year 2025 loss of US$181.2 million on slightly lower annual revenue of US$2.05 billion. Despite the swing to losses, the company guided first-quarter 2026 revenue to US$505 million–US$545 million and GAAP diluted EPS between a loss of US$0.13 and earnings of US$0.03,...

In February 2026, Graco, a Newell Brands subsidiary, launched the SnugRide Turn & Slide Rotating Infant Car Seat, its first rotating infant seat featuring a 180-degree turn-and-slide mechanism, multiple safety technologies, and a lightweight 9.7-pound carrier, available in three colors for US$349.99 and as a US$649.99 travel system from major retailers. This product advances Newell’s baby gear portfolio by addressing caregiver physical strain and tight-space usability while preserving...

Caterpillar (CAT) is back in focus after its Power & Energy division posted 23% year over year sales growth, supported by demand for natural gas generators and battery storage from a broader customer base beyond traditional data center users. See our latest analysis for Caterpillar. Recent enthusiasm around Power & Energy has been reflected in the share price, with a 30 day share price return of 20.72% and a 90 day share price return of 33.51%. The 1 year total shareholder return of 126.27%...

SolarEdge Technologies recently reported fourth-quarter 2025 results, with sales rising to US$335.36 million and annual revenue reaching US$1.18 billion, while the company continued to post losses but at reduced levels versus 2024. The company also issued first-quarter 2026 revenue guidance of US$290 million to US$320 million, excluding significant one-time or pulled-forward sales, and highlighted new partnerships such as its WeaveGrid collaboration to broaden grid-services revenue...

In February 2026, CF Industries Holdings, Inc. reported that for the fourth quarter and full year ended December 31, 2025, sales rose to US$1,872 million and US$7,084 million respectively, while net income increased to US$404 million for the quarter and US$1.46 billion for the year, alongside higher earnings per share. The company also recorded US$76 million of asset impairments at its Donaldsonville and Yazoo City complexes but still returned US$340 million through completing a...

Why Charles River Laboratories International (CRL) Is Back on Investor Radar Charles River Laboratories International (CRL) has drawn attention after fourth quarter adjusted earnings and revenue came in ahead of Wall Street forecasts, paired with 2026 guidance that points to potential earnings and margin improvement. See our latest analysis for Charles River Laboratories International. The latest earnings beat and guidance come after a sharp reset in expectations, with a 30 day share price...

Brady (BRC) is back in focus after reporting stronger than expected quarterly earnings, marking its 20th consecutive quarter of organic sales growth, raising full year earnings guidance, and emphasizing higher margin engineered products. See our latest analysis for Brady. The latest move in Brady's story is also showing up in the share price. The stock has a 1 month share price return of 8.60%, a 3 month share price return of 13.35% and a year to date share price return of 16.40%, while the 1...

Gentherm (THRM) is back in focus after reporting fourth quarter and full year 2025 results that showed much lower net income alongside record revenue, along with new revenue guidance for 2026 and 2027. See our latest analysis for Gentherm. The latest results and 2026 to 2027 revenue guidance came as the share price closed at $32.51, with a 1 day share price return of 4.69% decline and a 1 year total shareholder return of 4.35% decline. This points to pressure on the Gentherm story after...

UGI stock reacts to Q1 earnings and business reshaping UGI (UGI) is in focus after Q1 FY 2026 earnings, a major business reshaping in Europe, senior leadership changes, and expansion into new U.S. states drew fresh attention to the stock. See our latest analysis for UGI. At a share price of US$37.45, UGI has seen a 1 day share price return of 2.19% decline and a softer 7 day and 30 day share price return. However, its 1 year total shareholder return of 17.38% and 5 year total shareholder...

Stoke Therapeutics recently reported that it has dosed the first patient in its Phase 1 OSPREY trial of STK-002, an investigational antisense oligonucleotide designed to boost OPA1 protein expression and potentially treat Autosomal Dominant Optic Atrophy, a rare inherited cause of progressive, irreversible vision loss with no approved therapies. This first-in-human study moves Stoke’s TANGO platform into a new ophthalmic indication, offering an early real-world test of whether upregulating...

Ichor Holdings (ICHR) is drawing fresh attention after reporting strong Q4 results, issuing upbeat guidance for 2026, and receiving several analyst upgrades that highlight revenue growth projections and expected margin improvements under new leadership. See our latest analysis for Ichor Holdings. That Q4 beat and upbeat 2026 commentary come on top of powerful momentum in the share price, with a 30 day share price return of 62.60% and a year to date share price return of 150.32%. The 1 year...

Sherwin-Williams (SHW) caught investor attention after its Board approved a regular quarterly dividend of $0.80 per share, extending a 47 year streak of annual dividend increases, supported by record consolidated sales. See our latest analysis for Sherwin-Williams. The latest dividend decision lands as Sherwin-Williams shares trade at $364.27, with an 11.11% year to date share price return and a 68.18% three year total shareholder return, suggesting longer term momentum has been stronger than...

Arcutis Biotherapeutics (ARQT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a strong 1 year total return. This has prompted closer scrutiny of its dermatology focused pipeline. See our latest analysis for Arcutis Biotherapeutics. The latest move to a US$26.31 share price follows a mixed pattern, with a 3.5% 1 day share price return and a 90 day share price decline of about 14%, set against a 1 year total shareholder return of...

On 17 February 2026, Lam Research opened a new 9,200 sq. ft. office in Boise, Idaho, initially housing about 150 staff to support collaborative research, development and high-volume manufacturing of Micron Technology’s memory chips. This expansion deepens Lam’s three-decade presence in Boise and tightens its integration with a major memory customer at a time when AI-related chip demand is reshaping equipment requirements across global fabs. Next, we’ll examine how this Boise expansion and...

In February 2026, Amgen Inc. issued and sold US$4.00 billion of fixed-rate senior unsecured notes maturing between 2031 and 2056, with coupons ranging from 4.200% to 5.650% and net proceeds of about US$3.96 billion to support its corporate financing needs. This large, multi-tranche bond deal, alongside the recent European Commission approval of UPLIZNA for generalized myasthenia gravis, highlights how Amgen is pairing balance-sheet funding with expansion of its rare autoimmune...

Atlassian (NasdaqGS:TEAM) has appointed James Chuong, former LinkedIn Chief Financial Officer, as its new CFO. Chuong brings experience from LinkedIn and investment banking into Atlassian's finance leadership role. The appointment signals a leadership transition at an important moment for Atlassian's growth and scaling efforts. Atlassian is best known for its collaboration and workflow tools such as Jira and Confluence, which are widely used by software teams and knowledge workers. The...

Martin Marietta Materials (MLM) is back in focus after its latest earnings update, where full year earnings from continuing operations declined as the Midlothian cement business moved into discontinued operations, even as 2026 guidance underpins cautious optimism. See our latest analysis for Martin Marietta Materials. The latest earnings release, new 2026 guidance, executive appointment and dividend affirmation come against a backdrop of steady gains. A 30 day share price return of 5.25% and...

Bunge Global recently reported past quarterly results showing revenue growth of very large year on year, beating analyst expectations while also completing the transformational Viterra combination and advancing major growth projects. Despite missing full-year EPS guidance and gross margin estimates, the company’s integration of Viterra and focus on renewable feedstocks and plant-based ingredients appear central to its evolving business mix. Next, we’ll examine how this strong revenue...

Graham Holdings (GHC) has been drawing attention after recent share price moves, including a 1 day decline and mixed returns over the past month and past 3 months. These developments are prompting investors to reassess this diversified holding company. See our latest analysis for Graham Holdings. At a share price of US$1,069.64, Graham Holdings has seen pressure in the short term, with a 30 day share price return of an 8.74% decline. Longer term performance, reflected in an 18.24% 1 year...