U.S. Communications Stock News

NasdaqGS:EBC
NasdaqGS:EBCBanks

The Bull Case For Eastern Bankshares (EBC) Could Change Following New Buyback And Trimmed 2026 Guidance

Earlier in July 2026, Eastern Bankshares reported second-quarter results showing higher net interest income and net income year on year, maintained its US$0.15 quarterly dividend, authorized a new share repurchase program of up to 11,350,000 shares through 2027, and slightly lowered full-year 2026 net interest income guidance to US$1.01–US$1.02 billion. Alongside steady net charge-offs of US$9.8 million, or 0.17% of average loans, the combination of higher earnings, an ongoing buyback, and a...
NYSE:STE
NYSE:STEMedical Equipment

STERIS (STE) Looks Modestly Undervalued, Is The Recent Pullback A Better Entry Point?

Without a specific catalyst driving headlines, STERIS (STE) still attracts attention from investors reviewing its recent share performance and financial profile, particularly given its infection prevention focus across healthcare, life sciences, and sterilization services. See our latest analysis for STERIS. Recent share price returns for STERIS have been mixed, with the stock up 1.63% over the last day but down 14.39% year to date. The 1 year total shareholder return declined 6.13%,...
NYSE:XYZ
NYSE:XYZDiversified Financial

Is Square (SQ) Quietly Becoming the Operating System for Mid‑Sized Retail Chains?

Honolulu Cookie Company recently announced that it is expanding its partnership with Square, now running Square’s retail platform, loyalty tools, and integrated inventory systems across 14 locations in Oahu, Maui, Las Vegas, and Guam, supporting a new flagship store concept opened in July 2026. This expansion shows how Square’s end-to-end ecosystem, from customer data and loyalty to inventory integrations and handheld devices, can underpin multi-location retailers’ efforts to scale...
NYSE:CAG
NYSE:CAGFood

Did Impairment-Driven Losses, Dividend Cut and New Debt Just Recast Conagra Brands' (CAG) Investment Narrative?

Conagra Brands recently reported fourth-quarter and full-year results to May 31, 2026, posting sales of US$2,882.1 million for the quarter and a net loss of US$1,616.9 million, driven largely by very large goodwill and intangible asset impairment charges, and the board approved a reduced quarterly dividend of US$0.175 per share. The company also completed a US$499.07 million fixed-income offering of 5.400% senior unsecured notes due 2031, which, alongside the impairments and dividend cut,...
NYSE:NOC
NYSE:NOCAerospace & Defense

Is Northrop’s Upgraded 2026 Sales Outlook and Sentinel Expansion Altering The Investment Case For Northrop Grumman (NOC)?

In July 2026, Northrop Grumman reported higher second-quarter and first-half revenues year over year, raised its full-year 2026 sales guidance to a range of US$43.75 billion to US$44.25 billion, and outlined expectations for mid- to high single-digit third-quarter sales growth. The company also advanced its long-term deterrence footprint by breaking ground on a sixth building at its Roy Innovation Center to support the Sentinel ICBM program and related aerospace missions, expanding campus...
NYSE:GWW
NYSE:GWWTrade Distributors

Fastenal Stock And 2 US Dividend Growth Names For Reliable Income

Softer June inflation, firm expectations that the Federal Reserve will keep rates on hold for now, and a fresh spike in oil prices are pulling income focused investors in different directions. On one side, a steady rate backdrop can support demand for US dividend growth stocks with solid balance sheets and consistent payouts. On the other, stubborn energy costs keep the risk of future rate hikes alive. This article looks at 3 stocks from our US Dividend Growth Stocks screener that appear...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation of America (PKG) Is Up 9.1% After Record Shipments And Dividend Hike Has The Bull Case Changed?

Packaging Corporation of America recently reported past second-quarter 2026 results, with sales rising to US$2,489.9 million while net income eased to US$192.1 million, leading to lower earnings per share than a year earlier. Alongside record corrugated shipments and early benefits from the Greif containerboard acquisition, the company also announced a containerboard price increase and a sharply higher dividend, underscoring management’s confidence in its operating momentum. Now we’ll...
NYSE:BAC
NYSE:BACBanks

How Investors May Respond To Bank of America (BAC) Dividend Hike Backed By Higher Quarterly Earnings

Bank of America recently raised its regular quarterly common stock dividend to US$0.32 per share, a US$0.04 increase, and reported second-quarter 2026 net income of US$9,074 million on net interest income of US$15,997 million, both higher than a year earlier. This higher shareholder payout, alongside improved credit costs with net charge-offs easing to US$1,412 million, underscores how the bank is balancing capital returns with loan portfolio risk management. Next, we’ll explore how this...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Is Banner (BANR) A Bargain After Its Q2 2026 Earnings And Dividend Update?

Banner (BANR) is back on investors’ radar after its second quarter 2026 earnings report and dividend affirmation. The update offers fresh data on profitability, shareholder payouts and how the regional bank is positioned today. See our latest analysis for Banner. Banner’s 12.52% year to date share price return and 11.55% total shareholder return over the past year point to steady momentum. The 64.32% three year total shareholder return highlights how longer term holders have been rewarded as...
NYSE:MAN
NYSE:MANProfessional Services

ManpowerGroup (MAN) Earnings Turnaround Keeps Valuation Questions In Play

What the latest ManpowerGroup earnings mean for investors ManpowerGroup (MAN) is back in focus after the company moved from a net loss a year ago to net income in the second quarter of 2026, while also issuing fresh third quarter earnings guidance. The company reported second quarter net income of US$53.5 million and outlined an expected diluted earnings per share range of US$0.96 to US$1.06 for the upcoming quarter, including an estimated 2 cent currency headwind. See our latest analysis for...
NYSE:DEA
NYSE:DEAOffice REITs

Has Easterly Government Properties (DEA) Run Too Far Ahead Of Its Valuation?

Easterly Government Properties (DEA) is drawing investor interest after recent share price moves, with the stock last closing at $25.33. This price puts the government-focused REIT’s market value at about $1.30b. See our latest analysis for Easterly Government Properties. Over the past year, Easterly Government Properties has combined an 18.86% year-to-date share price return with a 20.11% total shareholder return. The 3-year and 5-year total shareholder returns are 10.78% and 35.31% lower,...
NasdaqGS:MPLT
NasdaqGS:MPLTBiotechs

MapLight Therapeutics (MPLT) Rally Puts Its CNS Story And Valuation In Focus

MapLight Therapeutics (MPLT) has drawn investor attention recently as its clinical-stage central nervous system pipeline, including candidates for schizophrenia, Alzheimer’s disease psychosis and Parkinson’s disease, trades around $36.56 with a market value near $1.66 billion. See our latest analysis for MapLight Therapeutics. For context, MapLight Therapeutics’ share price return has been strong over 2024, with a year to date gain of 118.01% and a 90 day share price return of 19.32%...
NasdaqGS:ZVRA
NasdaqGS:ZVRAPharmaceuticals

Zevra Therapeutics (ZVRA) Is Down 25.4% After EMA Rejects Arimoclomol MAA In NPC Re-Examination Bid

In July 2026, Zevra Therapeutics reported that the European Medicines Agency’s Committee for Medicinal Products for Human Use issued a negative opinion on the Marketing Authorization Application for arimoclomol in Niemann-Pick disease type C, prompting the company to seek a formal re-examination while maintaining patient access through its global Expanded Access Program. The updated international Consensus Clinical Management Guidelines for Niemann-Pick disease type C highlight arimoclomol...
NYSE:GWW
NYSE:GWWTrade Distributors

W.W. Grainger (GWW) Stock Looks Overvalued On Cash Flow And Earnings

W.W. Grainger stock has delivered a very strong 227.4% return over the past five years, yet current checks suggest investors are now paying a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing to an overvalued share price. A 227.4% five year return highlights how strongly W.W. Grainger has rewarded long term shareholders and raises the bar for what future performance needs to justify today’s price. Expectations for continued profit growth...
NasdaqCM:MARA
NasdaqCM:MARASoftware

MARA Holdings (MARA) Could Be 33% Undervalued As HPC Plans And Earnings Near

MARA Holdings (MARA) is back in focus after recent moves to repurpose some Bitcoin mining sites for high performance computing, continued Bitcoin sales to reduce debt, and rising attention ahead of its upcoming earnings report. See our latest analysis for MARA Holdings. MARA Holdings’ recent repurposing of mining sites toward high performance computing, continued Bitcoin sales to reduce debt, and attention around the upcoming earnings report have come alongside choppy trading, with a 7 day...
NYSE:WCN
NYSE:WCNCommercial Services

Waste Connections (WCN) After Raised Guidance, Is The Valuation Case Still Compelling?

Waste Connections (WCN) is back in focus after reporting second quarter 2026 earnings that topped Wall Street expectations, raising full year revenue and net income guidance while underscoring dividends, buybacks, and new project investments. See our latest analysis for Waste Connections. At a share price of $169.61, Waste Connections has seen a 5.0% share price return over the past 90 days even though the year to date share price return is down 2.6%. The 3 year total shareholder return of...
NYSE:UGI
NYSE:UGIGas Utilities

Utility Stocks for Higher Rates That Still Offer Steady Dividends

With Fed Chair Kevin Warsh signaling higher interest rates are likely to stick and the S&P 500 already up 10% in 2026, many investors are rethinking how they balance income, risk, and rate sensitivity. Stable dividend paying utility stocks sit at the crossroads of those questions, often seen as potential sources of consistent cash flow but also exposed to funding costs and inflation. This article focuses on 3 utility stocks from our Stable Dividend Paying Utility Stocks screener that appear...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust (BXMT) Stock Looks Fully Priced With Weak Returns And Rich Earnings

Blackstone Mortgage Trust stock has fallen about 14.3% year to date, yet on current checks it still trades at a premium, with both the Excess Returns intrinsic value estimate and traditional earnings multiples pointing to the shares being overvalued rather than outright cheap. Year to date, Blackstone Mortgage Trust is down about 14.3%, which raises the question of whether the recent weakness has actually made the stock any more attractive on price. The company’s ability to generate...
NYSE:WMS
NYSE:WMSBuilding

Advanced Drainage Systems (WMS) Could Be 22% Undervalued On Its Margin Expansion Story

Advanced Drainage Systems (WMS) has attracted fresh attention after recent share performance, with the stock up 0.98% over the past day but down over the past week, month, and past 3 months. See our latest analysis for Advanced Drainage Systems. At a share price of $141.84, Advanced Drainage Systems has seen short term share price pressure, with the 7 day, 30 day and 90 day share price returns all in decline. In contrast, the 1 year total shareholder return of 20.25% and multi year total...
NYSE:WAL
NYSE:WALBanks

Western Alliance Bancorporation (WAL) Earnings Put Its Undervalued Narrative Back In Focus

Western Alliance Bancorporation (WAL) is back in focus after reporting second quarter 2026 results, with higher net interest income and net income, updated credit charge off figures, and progress on its ongoing share repurchase program. See our latest analysis for Western Alliance Bancorporation. Western Alliance Bancorporation shares are trading at $83.11, with a year to date share price return that is down 2.76%, while the 1 year total shareholder return of 3.17% and 3 year total...
NYSE:TMO
NYSE:TMOLife Sciences

Why Thermo Fisher Scientific (TMO) Is Up 6.7% After Q2 Beat, Buyback Completion, And InstaFlux Launch

Earlier this week, Thermo Fisher Scientific reported second-quarter 2026 results showing sales of US$11.99 billion and net income of US$1.74 billion, alongside the completion of a US$4.00 billion share repurchase program and the global launch of its InstaFlux media-on-demand workflow for food microbiology labs. These updates highlight how Thermo Fisher is pairing earnings growth with efficiency-focused innovations like InstaFlux and new pharma services work such as the Kapiglucagon contract...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Is Apple (AAPL) Fully Priced Following A New App Store Education Launch?

Apple (AAPL) is back in focus after College Admissions JumpStart released a new education app on the Apple Store, giving investors another example of how third party developers expand the company’s services ecosystem. See our latest analysis for Apple. Apple’s share price has climbed strongly in recent months, with a 30 day share price return of 17.35% and a 90 day share price return of 24.44%. The 1 year total shareholder return of 56.32% points to powerful longer term momentum as investors...
NYSE:PG
NYSE:PGHousehold Products

Does Procter & Gamble’s (PG) Steady Dividend Amid Cost Pressures Reveal Its True Capital Priorities?

Earlier this month, Procter & Gamble’s Board declared a quarterly dividend of US$1.0885 per share on both common and ESOP convertible preferred stock, payable on or after August 17, 2026 to shareholders of record on July 24, 2026. This reaffirmed payout comes as the company faces higher commodity costs, tariffs, and interest rates ahead of an earnings update that many expect to be challenging. Next, we’ll examine how this maintained dividend, alongside cost and tariff headwinds, could...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Stock Looks Undervalued On Cash Flow And Earnings

Gen Digital stock has delivered a 40.9% gain over the past three years, yet current valuation checks, including an intrinsic value estimate and market multiples, both point to the shares trading at a discount to what the business may be worth. A 40.9% return over three years suggests Gen Digital has already rewarded patient investors, raising the question of whether the valuation gap can persist. Recent attention on Gen Digital's threat intelligence and security capabilities, highlighted by...