U.S. Communications Stock News

NYSE:MTN
NYSE:MTNHospitality

Do Diverging MTN Investors See Hulu Tie-Up As Brand Strength Or Demand Weakness Signal?

In recent weeks, Hulu and Vail Resorts’ Epic Pass ran an on-mountain “Paradise”-themed scavenger hunt at select resorts, giving participants the chance to win a 2026/27 Epic Pass through weekly photo missions and hidden coordinates. At the same time, SEC filings showed contrasting moves by major shareholders BAMCO Inc and Oasis Management, highlighting differing views on Vail Resorts amid weaker skier visits and concerns around high-end vacation demand. We’ll now examine how these opposing...
NYSE:AGO
NYSE:AGOInsurance

Assured Guaranty (AGO) Net Margin Surge Challenges Bearish Earnings Narratives

Assured Guaranty’s FY 2025 Earnings Snapshot Assured Guaranty (AGO) has rounded out FY 2025 with fourth quarter revenue of US$235 million and basic EPS of US$2.55. Trailing twelve month figures show revenue of US$935 million and EPS of US$10.33, alongside earnings growth of 33.8% over the past year. Over recent quarters the company has seen revenue move from US$289 million in Q1 2025, with EPS of US$3.50, to US$198 million in Q2, US$213 million in Q3, and US$235 million in Q4, as trailing net...
NYSE:KNSL
NYSE:KNSLInsurance

Insider Sale And Cooling Growth Reframe Kinsale Capital Group Outlook

A Kinsale Capital Group (NYSE:KNSL) board director recently sold shares, drawing fresh attention to insider activity at the company. Management has flagged moderating premium growth and increasing competition in its core markets. Together, these updates point to a changing operating backdrop that investors are now reassessing. Kinsale Capital Group, trading at $389.67 as of the last close, comes into this news with a mixed recent record. The stock is up 4.4% over the past week, flat over...
NYSE:ABR
NYSE:ABRMortgage REITs

New Arbor Leaders Highlight Agency Lending Focus And Undervalued Share Story

Arbor Realty Trust (NYSE:ABR) has appointed Jeff Lee as Executive Vice President and Head of Agency Lending. The company has also named Yoni Goodman as Executive Vice President and Chief Operating Officer. Both executives join Arbor from large real estate finance institutions, bringing experience in lending, servicing, and investment operations. Arbor Realty Trust focuses on real estate finance, with an emphasis on agency lending and commercial mortgage activities. Bringing in senior...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

The Bull Case For Snap (SNAP) Could Change Following Slowing North America Users And Mixed Q4 Results

In late February 2026, Snap reported mixed Q4 2025 results, with solid revenue and adjusted EBITDA helped by Snapchat+ subscriptions and stronger Direct Response advertising, but daily active users slowed sharply and even declined in North America. At the same time, Snap continued pushing creator and product initiatives, such as its upcoming Snappy Awards Show and tools for individual creator subscriptions, highlighting a focus on monetizing engagement even as user growth in key regions...
NasdaqGS:EXFY
NasdaqGS:EXFYSoftware

Expensify (EXFY) Margins Under Pressure As Q4 Loss Widens Despite Stable Revenue

Expensify FY 2025 results set the stage for a margin story investors will be watching closely Expensify (EXFY) has laid out a challenging FY 2025 finish, with Q4 revenue of about US$35.2 million alongside a basic EPS loss of US$0.08 and net income excluding extra items showing a loss of US$7.1 million. Over recent periods the company has seen quarterly revenue move from US$37.0 million in Q4 FY 2024 to the US$35 million to US$36 million range across FY 2025. Basic EPS has stayed in loss...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Masimo (MASI) Margin Rebound To US$207.7 Million TTM Profit Tests Bearish Narratives

Masimo’s FY 2025 Results Put Profitability Back in Focus Masimo (MASI) has wrapped up FY 2025 with fourth quarter revenue of US$412.5 million and basic EPS of US$1.19, while its trailing twelve month figures show revenue of US$1.5 billion and basic EPS of US$3.88. This gives investors a fresh read on how the business is converting sales into earnings. Over recent periods, the company has seen quarterly revenue move between US$343.3 million and US$600.7 million, with basic EPS ranging from a...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart Balances $100 Million Settlement With AI Investment And Growth

Walmart agreed to pay $100 million to settle an FTC and multi state lawsuit over alleged deceptive pay and tip practices for delivery drivers. The settlement requires Walmart to adopt systems that support accurate, transparent driver payments, with compliance monitoring over the next decade. Separately, Walmart is rolling out large scale AI training programs across its workforce to support its technology focused retail operations. For investors watching NasdaqGS:WMT, these developments sit...
NYSE:DEC
NYSE:DECOil and Gas

Diversified Energy (NYSE:DEC) First Half Loss Challenges Bullish Production Growth Narrative

Diversified Energy (NYSE:DEC) has just posted FY 2025 first half revenue of US$738.3 million, with Basic EPS of US$0.50 loss per share and net income loss excluding extra items of US$34.5 million, setting a cautious tone around profitability. The company has seen revenue move from US$348.7 million in the first half of 2024 to US$410.1 million in the second half of 2024 and then to US$738.3 million in the first half of 2025, while Basic EPS shifted from US$0.32 to US$2.11 loss and then to...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Dentsply Sirona (XRAY) TTM US$598m Loss Tests Bullish Margin Recovery Narrative

DENTSPLY SIRONA (XRAY) has wrapped up FY 2025 with fourth quarter revenue of US$961 million, alongside a basic EPS loss of US$0.73 and net income loss of US$146 million, while trailing twelve month figures show revenue of US$3.7 billion and a basic EPS loss of US$3.00 on a net income loss of US$598 million. Over the past six reported quarters, revenue has ranged from US$879 million to US$961 million and quarterly basic EPS has swung between a small profit of US$0.10 and losses of up to...
NasdaqGS:FOXF
NasdaqGS:FOXFAuto Components

Fox Factory Holding (FOXF) Q4 EPS Loss Deepens Recovery Debate Despite Stable Revenue

Fox Factory Holding (FOXF) has released its FY 2025 numbers with Q4 total revenue of US$361.1 million and a basic EPS loss of US$6.86, while trailing twelve month figures show revenue of US$1.5 billion and a basic EPS loss of US$13.03. The company’s total revenue increased from US$352.8 million in Q4 2024 to US$361.1 million in Q4 2025, while basic EPS moved from a small loss of US$0.00 to a much larger loss of US$6.86 over the same period, setting up a results season in which margins and the...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Public Service Enterprise Group (PEG) Earnings Growth Supports Bullish Narratives Despite Q4 EPS Slowdown

Public Service Enterprise Group (PEG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$0.63, alongside trailing twelve month revenue of US$12.2b and EPS of US$4.22 that frame the latest print in a much broader earnings run. The company has seen quarterly revenue move from US$2.5b and EPS of US$0.57 in Q4 2024 to US$2.9b and EPS of US$0.63 in Q4 2025, while trailing twelve month EPS shifted from US$3.56 to US$4.22 over the same period. This sets up a results...
NasdaqCM:OSPN
NasdaqCM:OSPNSoftware

OneSpan (OSPN) FY 2025 30% Net Margin Strengthens Profitability Focus Over Growth Concerns

OneSpan FY 2025 results: margins front and center for investors OneSpan (OSPN) has closed out FY 2025 with Q4 revenue of US$62.9 million and basic EPS of US$1.15, supported by trailing twelve month revenue of US$243.2 million and EPS of US$1.91. The company has seen quarterly revenue range from US$56.2 million to US$63.4 million over the last six reported periods, while basic EPS has moved between US$0.17 and US$1.15. This gives investors a clear view of how earnings track alongside...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

The Bull Case For APA (APA) Could Change Following Its 2025 Earnings Beat And Cost-Savings Milestone

In February 2026, APA Corporation reported its fourth-quarter and full-year 2025 results, delivering US$1,978 million in quarterly revenue and US$279 million in net income, alongside average daily production of 459,767 BOE in the quarter and 454,716 BOE for the year. The company also exceeded earnings expectations, achieved a US$350 million cost-savings run rate ahead of schedule, and highlighted extensive Permian Basin drilling inventory and free cash flow strength as it confirmed a...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Crinetics Pharmaceuticals (CRNX) TTM Loss Of US$465 Million Tests Bullish Long Term Narratives

Crinetics Pharmaceuticals (CRNX) closed out FY 2025 with Q4 revenue of US$6.2 million and a basic EPS loss of US$1.29, alongside a full year trailing basic EPS loss of US$4.95 on revenue of US$7.7 million. Over recent quarters the company has seen quarterly revenue move from US$0.14 million in Q3 2025 and US$1.03 million in Q2 2025 to US$6.2 million in Q4 2025, while quarterly basic EPS losses ranged between US$1.04 and US$1.38 per share across FY 2025. This provides context for investors as...
NasdaqGM:PUBM
NasdaqGM:PUBMMedia

PubMatic (PUBM) Q4 Profit Return Challenges Bearish Narratives On Persistent Losses

PubMatic (PUBM) closed out FY 2025 with Q4 revenue of US$80.0 million and basic EPS of US$0.14, alongside trailing twelve month revenue of US$282.9 million and a basic EPS loss of US$0.31. Over recent quarters, the company has seen quarterly revenue move from US$63.8 million in Q1 2025 to US$80.0 million in Q4 2025, while basic EPS shifted from a loss of US$0.20 in Q1 to a profit of US$0.14 in Q4. For investors, the mix of improving quarterly EPS against a still loss making twelve month...
NasdaqGM:JANX
NasdaqGM:JANXBiotechs

Janux Therapeutics JANX Net Loss Deepens To US$113.6 Million Challenging Bullish Growth Narratives

Janux Therapeutics (JANX) closed out FY 2025 with Q4 revenue of US$0 and a basic EPS loss of US$0.51, keeping the focus squarely on how efficiently it is funding and progressing its pipeline rather than on top line growth. The company has seen quarterly revenue move between US$0 and US$10 million over the past year, while basic EPS losses have ranged from US$0.38 to US$0.55 per share. This sets up a story in which any potential upside depends heavily on whether management can convert this...
NYSE:DV
NYSE:DVMedia

DoubleVerify Holdings NYSE DV Q4 EPS Jump Tests Bearish Margin Concerns

DoubleVerify Holdings (DV) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$0.18, while full year trailing twelve month figures show revenue of US$748.3 million and basic EPS of US$0.31. Over the past few quarters, revenue has moved from US$169.6 million in Q3 2024 to US$190.6 million in Q4 2024 and then to US$205.6 million in Q4 2025, with quarterly EPS shifting from US$0.11 to US$0.14 to US$0.18 over the same periods. This has created a results season...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

NetApp (NTAP) Margin Improvement Reinforces Bullish Profitability Narrative In Q3 2026

NetApp (NTAP) has put another solid quarter on the board, with Q3 2026 revenue of US$1.7 billion, basic EPS of US$1.69 and trailing twelve month EPS of US$6.08 helping frame how the latest print fits into its recent performance. The company has seen revenue move from US$1.66 billion in Q2 2025 to US$1.71 billion in Q3 2026, while quarterly basic EPS has ranged between US$1.16 and US$1.69 over that period. This sets up a story where a stable top line and consistent earnings keep margins firmly...
NYSE:CODI
NYSE:CODIDiversified Financial

Compass Diversified (CODI) FY 2025 Loss Deepens Challenging Bullish Margin Repair Narratives

Compass Diversified (CODI) has just wrapped up FY 2025 with fourth quarter revenue of US$468.6 million and a basic EPS loss of US$0.95, while on a trailing twelve month basis revenue sits at about US$1.9 billion with a basic EPS loss of US$3.05. Over the past few quarters, the company has seen quarterly revenue move from US$426.7 million in Q2 2024 to US$456.6 million in Q3 2024 and then into the US$453.8 million to US$478.7 million range through 2025, alongside quarterly basic EPS losses...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Solventum (SOLV) One Off US$1.5b Gain Raises Questions For Bullish Margin Narratives

Solventum (SOLV) has just wrapped up FY 2025 with Q4 revenue of US$1.998 billion, Basic EPS of US$0.36 and trailing twelve month EPS of US$8.94, alongside a very large one off gain that helped push earnings up 224.8% over the past year. Over the last few quarters the company has seen revenue move between US$2.070 billion and US$2.161 billion, while trailing twelve month net income excluding extra items has shifted from US$479 million in FY 2024 Q4 to US$1.56 billion in FY 2025 Q4. This leaves...
NYSE:TDG
NYSE:TDGAerospace & Defense

Expanded M&A Firepower and Point72 Stake Could Be A Game Changer For TransDigm Group (TDG)

Recently, TransDigm Group outlined an aggressive acquisition program with three completed deals and nearly US$10.00 billion in remaining M&A capacity, while also lifting full-year guidance on the back of an improved revenue outlook and robust defense segment performance. A further development was Steve Cohen’s Point72 Asset Management initiating a new US$336.00 million position in TransDigm, taking ownership to about 0.45% of the company’s shares outstanding and underscoring heightened...
NasdaqGM:AUPH
NasdaqGM:AUPHBiotechs

Aurinia Pharmaceuticals (AUPH) Earnings Spike Above Revenue Challenges Profit Quality Narratives

Aurinia Pharmaceuticals (AUPH) closed FY 2025 with Q4 revenue of US$77.1 million and basic EPS of US$1.60, alongside trailing twelve month EPS of US$2.14 on revenue of US$283.1 million. This frames a very strong headline earnings story. Over the past few quarters, the company has seen revenue move from US$59.9 million in Q4 2024 to US$77.1 million in Q4 2025, while quarterly EPS shifted from roughly breakeven at US$0.01 to US$1.60, with trailing twelve month net income reaching US$287.2...
NYSE:TFC
NYSE:TFCBanks

Is Truist Financial’s (TFC) M&A Hire and Bitcoin ETF Push Reframing Its Strategic Identity?

Earlier this month, Truist Financial Corporation named veteran dealmaker Matthew Miller as managing director and head of mergers & acquisitions, while also announcing plans to redeem US$1.25 billion of fixed-to-floating rate senior notes due March 2027 and expanding Truist Wealth’s lineup to include two SEC-registered spot bitcoin ETFs from Fidelity and BlackRock. Together, these moves highlight Truist’s effort to sharpen its advisory capabilities, refine its balance sheet, and cautiously...