U.S. Communications Stock News

Concentrix (CNXC) is back in focus as investors weigh its upcoming appearance at the Needham Technology, Media, & Consumer Conference in light of ongoing worries about AI disruption, softer growth trends, and higher leverage from the Webhelp acquisition. See our latest analysis for Concentrix. The recent share price tells a cautious story, with Concentrix at US$23.42 after a 1 month share price return down 17.19% and year to date share price return down 43.17%. This mirrors a 1 year total...

Tron Inc. reported first-quarter 2026 results, with sales of US$1.18 million versus US$1.09 million a year earlier and net income of US$21.63 million compared with a net loss in the prior-year period. This shift from a loss per share to positive basic earnings per share from continuing operations highlights a sharp improvement in Tron's profitability profile. We will now examine how Tron's return to profitability in the latest quarter shapes the company's broader investment narrative and...

Omeros (OMER) opened 2026 with Q1 revenue of US$9.9 million and basic EPS of US$0.71, alongside net income from continuing operations of US$51.2 million, setting a clear earnings focused tone for the quarter. Over recent periods, the company has seen quarterly revenue move from US$0 to US$9.9 million while quarterly EPS has ranged from a loss of US$0.65 to a gain of US$1.13, giving investors a wide band of outcomes to weigh as they assess how much of the latest profit is repeatable versus...

Doximity (DOCS) has just wrapped up FY 2026 with Q4 revenue of US$145.4 million and basic EPS of US$0.10, while trailing twelve month revenue stood at US$644.9 million and EPS at US$1.05. Over recent periods, the company has seen quarterly revenue move between US$138.3 million and US$185.1 million, with basic EPS ranging from US$0.28 to US$0.40, setting the backdrop for a trailing net profit margin that sits at 30.4% versus 39.1% a year earlier. For investors, the latest earnings print is...

Kinsale Capital Group recently declared a US$0.25 per-share cash dividend, payable on June 11, 2026 to shareholders of record on May 28, 2026, while also reporting first-quarter 2026 earnings that exceeded analyst expectations. The company’s 10-year streak of dividend increases, including very large dividend growth over the past year, highlights a sustained focus on shareholder returns alongside its specialty excess and surplus insurance operations. We’ll now examine how Kinsale’s...

Birkenstock Holding (NYSE:BIRK) has just posted Q2 2026 results with revenue of €618.3 million and basic EPS of €0.45, set against trailing twelve month revenue of about €2.2 billion and EPS of €1.93. This coincided with net profit margin moving to 16.3% from 12.9% and earnings growth of 40.9% over the past year. Over recent quarters, the company has seen revenue move from €574.3 million and EPS of €0.56 in Q2 2025 to €618.3 million and €0.45 in Q2 2026. At the same time, trailing EPS has...

Wondering if Electronic Arts at around US$200.78 is still a reasonable entry point or if the easy gains are already behind it? This article walks through what the current price could imply about value. The stock is roughly flat over the past week, has declined about 1% over the past month and is down 1.8% year to date. It has delivered a 34.8% return over 1 year, 61.6% over 3 years and 45.4% over 5 years. Recent attention on big gaming franchises, ongoing content updates and the broader...

Murphy USA (MUSA) has drawn investor attention after recent share price moves, with the stock last closing at US$576.20 and showing mixed short term returns alongside relatively stronger performance over the past 3 months and year. See our latest analysis for Murphy USA. While the share price has eased in the very short term, the 30 day share price return of 15.60% and strong multi year total shareholder returns, including 322.33% over five years, point to momentum that has built over time as...

Wondering if Credo Technology Group Holding at US$184.54 is priced for perfection or still offers value? This article walks through the key signals you need to weigh. The stock has pulled back about 2% over the past week, yet it is still up 15.7% over 30 days, 28.9% year to date and 209.7% over the past year. These moves sit against a backdrop of ongoing interest in semiconductor and connectivity stocks, with Credo Technology Group Holding often cited in market commentary as part of the high...

In recent days, Meta Platforms has raised its 2026 capital expenditure guidance to US$125–145 billion, signaling an intensified AI infrastructure buildout even as it pauses share buybacks and faces rising component costs from suppliers such as Nvidia and Micron. This surge in AI spending is occurring against broader worries about an AI investment bubble and comes alongside heavy industry-wide capital outlays that many enterprises have yet to translate into meaningful earnings impact. We’ll...

Cisco Systems (CSCO) has just posted Q3 2026 results with revenue of US$15.8b and basic EPS of US$0.85, setting the tone for another data heavy quarter on both the top and bottom lines. The company has seen quarterly revenue move from US$14.1b in Q2 2025 to US$15.8b in Q3 2026, while basic EPS has stepped from US$0.61 to US$0.85 over the same stretch, giving you a clear view of how the income statement has been scaling. With net profit margin running higher than a year ago and earnings growth...

KKR (KKR) stock has been moving as investors weigh problems at FS KKR Capital against solid recent results at the parent company, focusing on loan losses, fee waivers, support measures, and overall earnings resilience. See our latest analysis for KKR. Recent news around FS KKR Capital and KKR’s support package has come at a time when the stock’s 1-day share price return of 2.20% contrasts with a year-to-date share price decline of 22.75%, while the 3-year total shareholder return of 104.14%...

Synaptics (NasdaqGS:SYNA) plans to showcase key Edge AI platforms at COMPUTEX Taipei 2026. The company will highlight AI native compute, wireless connectivity, and sensing for IoT, industrial, robotics, and smart home uses. The event will feature Astra AI paired with next generation wireless and sensing technologies in live demonstrations. For investors, this COMPUTEX showing gives a clearer look at how Synaptics is trying to position itself in Edge AI, beyond presentations and earnings...

Whilst it may not be a huge deal, we thought it was good to see that the O-I Glass, Inc. ( NYSE:OI ) Senior VP & CFO...

Apollo Global Management, Inc. ( NYSE:APO ) stock is about to trade ex-dividend in three days. Typically, the...

Shareholders appeared unconcerned with Clearway Energy, Inc.'s ( NYSE:CWEN ) lackluster earnings report last week. We...

It's been a mediocre week for Getty Images Holdings, Inc. ( NYSE:GETY ) shareholders, with the stock dropping 14% to...

Dividend announcements and what they mean for Banc of California stock Banc of California (BANC) has put dividends front and center, declaring a quarterly cash dividend on its Series F preferred stock and affirming a regular quarterly dividend on its common shares. The board approved a quarterly dividend of $0.4845 per depositary share on the 7.75% Fixed Rate Non Cumulative Perpetual Preferred Stock, Series F. It will be payable on June 1, 2026 to holders of record on May 21, 2026. For common...

If you are wondering whether Restaurant Brands International at around US$76.44 is priced attractively or not, you are in the right place to unpack what the current share price may be implying about value. The stock is up 12.7% year to date and 13.8% over the past year, even though it has fallen 3.4% over the last week and 2.7% over the past month. These changes can influence how investors view both opportunity and risk. Recent headlines have focused on Restaurant Brands International's...

ProFrac Holding Corp. has already reported first-quarter 2026 results, with sales of US$449.6 million versus US$600.3 million a year earlier and a net loss of US$83.5 million compared with US$17.5 million previously. The combination of lower revenue and a wider loss highlights increasing pressure on ProFrac’s business model just as it is investing heavily in technology-led growth initiatives. With first-quarter revenue falling sharply year on year, we’ll now examine how this earnings setback...

Why InTest’s latest earnings matter for investors InTest (INTT) is back in focus after first quarter results showed sales of US$33.89 million and net income of US$0.789 million, alongside new second quarter guidance and a higher full year revenue outlook. See our latest analysis for InTest. The earnings beat and raised guidance have come alongside strong momentum in the stock, with a 90 day share price return of 80% and a 1 year total shareholder return of 212.4%, even though the 3 year total...

In the first quarter of 2026, WEBTOON Entertainment reported revenue of US$320.87 million, a slight year-on-year decline, while reducing its net loss to US$9.46 million and beating earnings expectations through stronger margins and cost control. Beneath the headline revenue softness, WEBTOON grew its base of monthly paying users and delivered adjusted profitability above guidance, even as overall monthly active users slipped and management signaled weaker-than-expected revenue for the next...

T-Mobile US, AT&T, and Verizon have agreed to form a joint venture focused on direct-to-device satellite connectivity across the U.S. The collaboration pools satellite spectrum from the three major carriers with the goal of sharply reducing wireless dead zones. The venture is expected to prioritize rural coverage, emergency communication, and access to next generation connectivity services. T-Mobile US (NasdaqGS:TMUS) enters this joint venture with a current share price of $188.19 and a...

Coca-Cola Consolidated (COKE) is back on investors’ radar after reporting first quarter results that show higher sales, net income, and diluted EPS year over year, along with a new US$35 million glass bottling investment in Indianapolis. See our latest analysis for Coca-Cola Consolidated. Despite the strong first quarter update and the planned US$35 million Indianapolis expansion, the share price has pulled back recently. The 7 day share price return is 8% and the 30 day share price return is...