U.S. Communications Stock News

Acquisition pipeline puts Novanta (NOVT) in focus Novanta (NOVT) has moved into the spotlight after outlining an active acquisition pipeline supported by a robust balance sheet and an expanded credit facility, which gives the company more flexibility to pursue recurring, software-driven revenue opportunities. See our latest analysis for Novanta. The acquisition update lands after a strong run in the stock, with a 30-day share price return of 27.83% and year-to-date share price return of...

Cohu recently reported a strong start to 2026, citing AI-driven demand and higher recurring revenue, and raised its fiscal 2026 outlook with expected high-performance computing revenue between US$80 million and US$100 million. Management also expanded its estimate for the AI-driven compute addressable market to about US$750 million, underscoring how deeply AI-related testing needs are shaping Cohu’s long-term growth opportunities. We’ll now examine how Cohu’s upgraded 2026 outlook,...

If you are wondering whether Manhattan Associates stock is now attractively priced or still demanding a premium, the recent share performance gives you a useful starting clue. The stock closed at US$161.12, with the price up 16.2% over the past week and 15.0% over the past month, even though the return over the last year declined 12.7% and the year to date return declined 3.7%. Those short term gains sit against a longer backdrop where the 3 year return declined 12.9% while the 5 year return...

Why Virtu Financial (VIRT) Is Back On Investors’ Radar Virtu Financial (VIRT) is drawing attention after adjusted earnings per share beat expectations by 34.9%. Commissions and technology services revenue also reflected higher trading activity and firm performance across Market Making and Execution Services. See our latest analysis for Virtu Financial. The 1 day share price return of 2.79% and 30 day share price return of 7.13% put Virtu Financial at US$51.55, while a 90 day share price...

Independent Bank stock moves after recent trading performance Independent Bank (INDB) has seen mixed trading recently, with the stock down 1.9% on the day and slightly lower over the past week, while returns over the past year remain positive. See our latest analysis for Independent Bank. Recent trading has been soft, with the latest pullback in the US$77.55 share price contrasting with a stronger picture over time, as Independent Bank’s 1 year total shareholder return of 31.62% and 3 year...

Howard Hughes Holdings (HHH) is back in focus after Howard Hughes Communities opened The Park Ward Village in Honolulu, a 97% pre sold residential tower that is expected to generate more than US$700 million in GAAP condominium revenue. See our latest analysis for Howard Hughes Holdings. Despite the strong Ward Village momentum, Howard Hughes Holdings’ short term share price return has been weak, with the stock down over the year to date and the 1 year total shareholder return also negative,...

Stock move tied to sector rally, not company specific news Alpha Metallurgical Resources (AMR) shares climbed alongside a broad rally in coking coal producers. Investors showed stronger interest in the sector, despite no new company specific developments driving the move. See our latest analysis for Alpha Metallurgical Resources. The recent 8.24% 1 day share price return at US$215.37 builds on a 22.86% 7 day and 24.17% 90 day share price return, while the 1 year total shareholder return of...

FirstCash Holdings overview FirstCash Holdings (FCFS) stock has drawn attention after a period where the share price fell 2.8% over the past month but gained 9.5% in the past 3 months, prompting fresh interest in its fundamentals. See our latest analysis for FirstCash Holdings. At a share price of $213.76, FirstCash Holdings has pulled back 2.8% in the past day and 6.1% over the past week, yet the 90 day share price return of 9.5% and 1 year total shareholder return of 68.5% indicate momentum...

Why SolarEdge Technologies (SEDG) Is Back on Investors’ Radar SolarEdge Technologies (SEDG) drew fresh attention after TD Cowen expressed greater optimism following meetings with management, citing progress on the SST product and expectations around the upcoming Nexis launch. This renewed interest comes as investors reassess the stock’s recent performance and the potential impact of new products on SolarEdge Technologies’ position in the solar equipment market. See our latest analysis for...

Dorman Products recently completed a private offering of US$450,000,000 in senior notes due 2034, guaranteed by its existing and future wholly owned domestic subsidiaries that back its credit agreement. The decision to use the proceeds to repay credit facility borrowings and fund general corporate purposes reshapes Dorman’s capital structure and financial flexibility, a key consideration for investors focused on balance sheet quality. Next, we’ll examine how Dorman’s new US$450,000,000...

Intellia Therapeutics (NTLA) is back in focus after the company said it will present Phase 3 HAELO trial data for lonvo-z in hereditary angioedema at the EAACI Annual Congress 2026. See our latest analysis for Intellia Therapeutics. The Phase 3 HAELO data update comes after a period where Intellia’s share price has shown strong short term momentum, with a year to date share price return of 49.08% and a 1 year total shareholder return of 91.76%, despite a significantly weaker 3 year and 5 year...

Blaize Holdings, Inc. recently presented at the COMPUTEX Forum Taipei 2026 and, together with Winmate Inc., showcased integrated rugged edge AI solutions at the Taipei International Convention Center. The collaboration puts Blaize’s programmable GSP-based AI acceleration into rugged Winmate platforms for mission-critical, field and industrial applications that require real-time inference without constant cloud connectivity. Next, we’ll examine how this COMPUTEX collaboration with Winmate...

Wondering whether Zscaler's current share price lines up with what the business might be worth is a fair question if you are tracking high growth software stocks. The stock last closed at US$155.71, with the share price up 11.4% over the past month but down 29.4% year to date and down 46.9% over the past year, which can shift how investors think about both risk and opportunity. Recent headlines have focused on Zscaler's role in cloud security and its position among larger cybersecurity...

In late May and early June 2026, JPMorgan Chase issued a wave of new callable fixed‑income notes across maturities from 2027 to 2056, while also redeeming its 3.65% Series KK preferred stock and expanding access to income‑focused products through a Cohen & Steers fund partnership on its global wealth platform. Alongside this funding activity, CEO Jamie Dimon has highlighted strong expected growth in second‑quarter markets and investment banking fees, tying the bank’s increased bond issuance...

Gates Industrial: Stock Snapshot After Recent Trading Moves Gates Industrial (GTES) continues to draw investor attention after recent trading, with the stock closing at $25.85 and showing mixed short term returns across the past week, month, and past 3 months. See our latest analysis for Gates Industrial. The latest 7 day share price return of 5.60%, alongside a 17.18% year to date share price gain and a 3 year total shareholder return of 108.80%, points to momentum that has been building...

Elastic N.V. recently reported past fourth-quarter 2026 revenue of US$450.68 million and net income of US$435.9 million, a sharp turnaround from a net loss a year earlier, with full-year revenue rising to US$1.74 billion and earnings per share moving from a loss to a profit. Management attributed this improvement to growing adoption of Elastic’s integrated AI-powered search, observability, and security platform, supported by multi-year customer commitments and guidance for continued revenue...

Accenture (ACN) has moved deeper into AI-focused services by tying up with Amadeus IT Group, Mitsubishi Chemical and Aera Technology, while also rolling out Microsoft’s Copilot 365 to hundreds of thousands of its own employees. See our latest analysis for Accenture. Despite the AI-focused partnerships and internal Copilot rollout, Accenture’s recent share price return has been mixed. A 1-day gain of 5.09% and 7-day gain of 9.68% contrast with a year-to-date share price decline of 24.37% and a...

On 2 June 2026, Boot Barn Holdings, Inc. presented at the 46th Annual William Blair Growth Stock Conference at the Loews Chicago Hotel, outlining its current business and expansion priorities to investors. The presentation reinforced Boot Barn’s emphasis on expanding into underpenetrated markets, a key theme that has attracted attention to its long-term growth potential. Next, we’ll explore how Boot Barn’s conference remarks on expansion into underpenetrated markets may influence its...

Stock split puts Mueller Industries (MLI) in focus Mueller Industries (MLI) has drawn fresh attention after its Board approved a two-for-one forward stock split, along with a proportionate increase in authorized shares to support the new structure. See our latest analysis for Mueller Industries. The stock split headlines come as Mueller Industries trades at US$126.31, with the share price down 5.3% over the past week but still up 8.1% year to date. The 5 year total shareholder return of...

In late May 2026, ATI extended an eight-day run of gains that lifted its market value by about US$3.50 billion to roughly US$24.00 billion, even as questions persisted around its operating performance and financial health. The contrast between ATI’s rapid market-cap expansion and ongoing concerns about its underlying business strength highlights a growing gap between investor enthusiasm and company fundamentals. We’ll now examine how ATI’s sharp momentum, despite concerns about weak...

In the past week, Credo Technology Group Holding reported fourth-quarter and full-year 2026 results showing revenue of US$437.00 million for the quarter and US$1.34 billion for the year, alongside materially higher net income and earnings per share than a year earlier, and issued first-quarter 2027 revenue guidance of US$465.00 million to US$475.00 million. At the same time, Credo expanded its role in AI infrastructure by integrating its ZeroFlap active electrical cables into Rebellions’...

NVR stock performance snapshot NVR (NVR) has traded with mixed momentum recently, with the stock up about 0.3% over the past day and 1.4% over the past week, but down slightly over the past month. Over the past 3 months and year to date, NVR has declined about 16.8% and 15.9% respectively, while the 1 year total return is down roughly 13.1%, offering investors context for the current share price of $6,121.31. See our latest analysis for NVR. Short term momentum has softened for NVR, with...

Recent performance snapshot Marvell Technology (MRVL) has drawn fresh attention after a strong price move over the past month, with the stock showing a 33% return and a 183% return over the past 3 months. See our latest analysis for Marvell Technology. With the share price at $219.43 and a 145.47% year to date share price return, alongside a 257.94% total shareholder return over one year, momentum currently appears to be building rather than cooling. If strong recent gains in Marvell have...

Alliance Laundry Holdings (ALH) has drawn investor attention after its recent trading showed mixed short term performance, including a slight move down over the past month but a gain over the past 3 months. See our latest analysis for Alliance Laundry Holdings. At a share price of $25.34, Alliance Laundry Holdings has combined a steady 7 day share price return of 2.3% with a stronger 90 day share price return of 14.9%. This suggests momentum has picked up recently compared with earlier in the...