U.S. Communications Stock News

NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Revenue Record Expands Beverage Platform And Raises Valuation Questions

Celsius Holdings (NasdaqCM:CELH) reported record full year revenue in 2025. Results were driven by the acquisitions and integration of Alani Nu and Rockstar Energy. The company further integrated into the PepsiCo system and expanded internationally. Celsius launched a new brand studio and a Fizz Free product line during 2025. Celsius Holdings operates in the energy drink category, a segment that continues to attract strong consumer attention as shoppers look for functional beverages and...
NYSE:UBER
NYSE:UBERTransportation

Is Uber Technologies (UBER) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Uber Technologies is priced attractively right now, you are not alone. A closer look at its current valuation can help you decide how it fits into your portfolio. Uber shares last closed at US$75.42, with returns of 2.1% over the past 7 days, a 5.5% decline over 30 days, a 9.0% decline year to date, a 0.8% decline over 1 year, a 118.2% gain over 3 years and a 35.8% gain over 5 years. Recent headlines around Uber have continued to focus on its role as a major...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Sharplink Hires Digital Asset Journalist To Refine Ethereum Investment Narrative

Sharplink (NasdaqCM:SBET) has appointed digital assets specialist Steven Ehrlich as Head of Research and Communications. Ehrlich brings experience from prior roles at Forbes and Unchained, where he focused on digital asset journalism and research. The appointment marks a change in Sharplink’s leadership team aimed at strengthening its research and communication function. For investors, this move sits at the intersection of media, data, and digital assets, an area that continues to attract...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Clover Health (CLOV) Q4 Loss Worsening Challenges Bullish Path To Profitability Narratives

Clover Health Investments FY 2025 Earnings Snapshot Clover Health Investments (CLOV) has wrapped up FY 2025 with Q4 revenue of US$487.7 million and a basic EPS loss of US$0.10, alongside a trailing 12 month revenue figure of about US$1.9 billion and a basic EPS loss of US$0.17 that keeps the company in loss making territory. Over the past few quarters, the company has seen quarterly revenue move from US$462.3 million in Q1 2025 to US$496.7 million in Q3 2025 before ending the year at US$487.7...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk (ADSK) Margin Compression Challenges Bullish Earnings Growth Narrative After FY 2026 Results

Autodesk (ADSK) has wrapped up FY 2026 with Q4 revenue of US$1.96b and basic EPS of US$1.49, alongside trailing twelve month revenue of US$7.21b and EPS of US$5.28, setting a clear reference point for how the business is currently performing. Over recent periods, the company has seen revenue move from US$6.13b on a trailing basis in FY 2025 to US$7.21b in FY 2026, while trailing EPS shifted from US$5.17 to US$5.28. This gives investors a clearer view of how top line scale and per share...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Is Grab Holdings (GRAB) Pricing Looked At Differently After Recent Share Price Weakness

If you are wondering whether Grab Holdings is attractively priced at its current level, this article will walk through what the latest data suggests about its valuation. The stock most recently closed at US$4.22, with returns of 3.7% decline over 7 days, 6.8% decline over 30 days, 16.9% decline year to date, 13.0% decline over 1 year, 28.7% over 3 years and 63.4% decline over 5 years, which may prompt questions about how the market is reassessing its potential and risks. Recent coverage...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

Assessing Credit Acceptance (CACC) Valuation After Recent Share Price Strength

With no single headline event driving today’s move, Credit Acceptance (CACC) is drawing attention as investors weigh its recent share performance and current valuation signals in relation to the company’s latest reported fundamentals. See our latest analysis for Credit Acceptance. At a share price of $473.18, Credit Acceptance has seen a 9.17% 1 month share price return and a 4.24% year to date share price return, while its 1 year total shareholder return decline of 3.90% and 5 year total...
NYSE:EMN
NYSE:EMNChemicals

Eastman Chemical’s New Bond Issue And What It Means For Investors

Eastman Chemical (NYSE:EMN) has completed a major fixed-income offering of unsecured notes with a fixed coupon and long maturity. The new issuance adjusts the company’s capital structure and adds a long term funding source to its balance sheet. This move has implications for liquidity, interest costs, and how Eastman approaches future borrowing and investment decisions. For investors watching NYSE:EMN, this bond deal comes after a mixed share price track record, with the stock at $75.51 and...
NYSE:A
NYSE:ALife Sciences

Agilent’s New FDA Approval And What It Could Mean For Investors

Agilent Technologies (NYSE:A) received FDA approval for its PD-L1 IHC 22C3 pharmDx as the only authorized companion diagnostic for certain ovarian and related cancers treated with KEYTRUDA. The approval covers use of the assay to help identify patients who may be eligible for KEYTRUDA based on PD-L1 expression. The decision expands the clinical indications for PD-L1 IHC 22C3 pharmDx within Agilent's broader oncology diagnostics portfolio. For investors, this news sits at the intersection of...
NYSE:TDC
NYSE:TDCSoftware

Does SAP’s US$480 Million Settlement Reshape the Bull Case For Teradata (TDC)?

Earlier this week, Teradata announced it had entered into a settlement agreement with SAP, under which SAP will pay US$480 million to resolve all past and pending litigation related to alleged trade secret misappropriation, leaving Teradata with an expected net cash benefit of about US$355 million to US$362 million before taxes. This settlement not only removes a major legal uncertainty but also gives Teradata additional financial flexibility at a time when its cloud ARR grew 15% and it...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf Names New Accounting Officer As Valuation Draws Attention

Diebold Nixdorf (NYSE:DBD) has named Jeffrey Sesplankis as its principal accounting officer. Sesplankis succeeds Thomas S. Timko in this key finance and reporting role. Diebold Nixdorf, known for its ATM, payments and retail technology solutions, sits at the intersection of banking infrastructure and physical commerce. For investors, changes in senior finance roles can matter as much as product announcements, because they speak to how the company manages its books, oversees internal...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure’s Pancreatic Cancer Approval And New CEO Shift Risk Reward Profile

NovoCure (NasdaqGS:NVCR) received FDA approval for Optune Pax in locally advanced pancreatic cancer and has started commercial launch. The approval extends the company’s Tumor Treating Fields technology beyond its historic focus in glioblastoma into a new oncology market. NovoCure also announced a new CEO and a reorganization of its clinical team alongside the launch. NovoCure now trades around $13.67, with the stock up 20.3% over the past week and 8.7% over the past month, while longer...
NYSE:TDOC
NYSE:TDOCHealthcare Services

A Look At Teladoc Health’s Valuation As 2025 Results And 2026 Outlook Refocus Attention On The Stock

Teladoc Health (TDOC) is back in focus after reporting fourth quarter and full year 2025 results, updating its 2026 outlook, and adding experienced finance executive Michael S. Smith to its board. See our latest analysis for Teladoc Health. Teladoc Health’s recent earnings update, 2026 guidance and board appointment come against a weak backdrop, with a 7 day share price return of 10.97% contrasting with a 30 day share price return of 8.36% and a 1 year total shareholder return decline of...
NYSE:MRK
NYSE:MRKPharmaceuticals

Should Merck’s (MRK) New STK-012 Keytruda Lung Cancer Combo Strategy Require Action From Investors?

In late February 2026, Synthekine announced a collaboration and supply agreement with Merck to test STK-012 alongside Keytruda and chemotherapy in the ongoing global Phase 2 SYNERGY-101 trial for first-line, PD-L1 negative nonsquamous non-small cell lung cancer. This agreement underlines Merck’s push to extend Keytruda’s reach in difficult-to-treat lung cancer while sharing development risk and keeping full rights to its own therapy. We’ll now examine how Merck’s expanded Keytruda...
NasdaqGS:STGW
NasdaqGS:STGWMedia

Harris QuestRQ Launch Puts Stagwell’s Reputation Data And Valuation In Focus

Stagwell’s Harris Poll unit has launched Harris QuestRQ, an always-on reputation intelligence platform. The new tool is designed to give businesses real-time tracking of brand reputation and related insights. The launch adds a fresh product to Stagwell’s marketing and communications offering under ticker NasdaqGS:STGW. For investors watching NasdaqGS:STGW, the Harris QuestRQ launch lands at a time when the stock has been volatile, with a 23.4% decline over the past 30 days and a 25.7%...
NYSE:YUM
NYSE:YUMHospitality

Did Pizza Hut’s Tax Move and Potential Sale Just Shift Yum! Brands’ (YUM) Investment Narrative?

Yum! Brands recently reported that it paid no U.S. federal income tax on US$1.00 billion of pretax profits last year after shifting certain Pizza Hut intellectual property to Malta and is now reviewing options for its underperforming Pizza Hut division, including a potential sale and closure of about 250 weaker outlets. This reassessment comes as Taco Bell and KFC generate around 90% of Yum!’s operating profits, raising questions about how repositioning Pizza Hut could change the balance of...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

Sportradar Partnerships Deepen Betting And NBA Media Integration Potential

Sportradar Group (NasdaqGS:SRAD) expanded its partnership with Super Technologies to supply its full suite of betting solutions across regulated European markets and support entry into Brazil. The company signed a multi year agreement with NBC Sports Regional Sports Networks to power AI driven real time broadcast features for live NBA coverage. Sportradar Group, trading at $18.26, operates at the intersection of sports data, betting services, and media. The stock is up 2.8% over the past...
NYSE:GNRC
NYSE:GNRCElectrical

Does Jim Cramer’s Praise of Generac’s B2B Pivot Reframe the Data Center Story for GNRC?

Recently, CNBC host Jim Cramer highlighted Generac Holdings’ shift from a business-to-consumer focus toward business-to-business customers, emphasizing its role in supplying backup generators, battery storage systems, and smart home energy solutions amid a period of fewer natural-disaster-driven sales. His characterization of Generac as moving “from the moon to the stars” underscores how strongly some commentators view the company’s business model transition and growth potential beyond...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont (NEM) Pricing In Too Much Optimism After Its 208% One Year Rally

If you are wondering whether Newmont's share price still reflects its real worth after a strong run, this article will walk you through how its current price lines up with different ways of thinking about value. The stock last closed at US$130.00, with a 6.4% gain over the past 7 days, a 1.5% decline over 30 days, a 28.4% return year to date, a 208.6% return over 1 year, a 215.4% return over 3 years, and a 165.7% return over 5 years. Recent coverage around Newmont has focused on it as a...
NYSE:IVZ
NYSE:IVZCapital Markets

Is Invesco (IVZ) Stock Pricing In Too Much Optimism After Its Strong Three Year Run

If you are wondering whether Invesco's current share price really reflects its fundamentals, you are not alone. This article focuses squarely on what you might be paying for and what you are getting. Invesco's stock closed at US$26.26, with returns of 57.2% over 1 year and 68.9% over 3 years, even as the last 7 days, 30 days and year to date show declines of 0.8%, 4.7% and 2.5% respectively. Recent coverage around Invesco has focused on its position in asset management and how investors view...
NYSE:IMAX
NYSE:IMAXEntertainment

IMAX Record Box Office And Expansion Raise Questions For Investors

IMAX (NYSE:IMAX) reports a record 2025 global box office of US$1.28b. The company cites year on year growth in both revenue and operating margin for 2025. Local language films and international markets are highlighted as key content and growth drivers. IMAX expands its footprint in underpenetrated markets, including Japan, Australia, France, and Germany, with more system installations. A new partnership with Apple TV will bring live Formula 1 races into IMAX theaters. For investors watching...
NYSE:AOS
NYSE:AOSBuilding

Do A. O. Smith’s Commercial Pivot and Control Acquisitions Reshape Its Core Investment Narrative (AOS)?

In late February 2026, analysts at Goldman Sachs and Stifel updated their research on A. O. Smith, highlighting the company’s improving profitability, resilient commercial water heater and boiler performance, and mixed quarterly results alongside macro headwinds and housing-related pressures. CEO Steve Shafer’s emphasis on record EPS in 2025 and the portfolio-expanding acquisitions of Leonard Valve and Heat-Timer underscored a shift toward higher-growth, higher-margin opportunities in...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (PPL) Valuation After US$1b Offering Earnings Beat Dividend Hike And Upgraded Guidance

PPL (PPL) is in focus after completing a US$1b composite units offering and reporting fresh earnings, dividend, and guidance updates, giving investors several new data points to consider on the stock. See our latest analysis for PPL. PPL’s latest earnings, dividend increase, and US$1b composite units offering arrive after a period of steady gains, with an 11.02% year to date share price return and a 67.25% five year total shareholder return. This suggests momentum has been building rather...
NYSE:TKR
NYSE:TKRMachinery

The Bull Case For Timken (TKR) Could Change Following New Buyback And Humanoid Robotics M&A Focus

The Timken Company recently authorized a share repurchase program for up to 10,000,000 shares through February 28, 2031, while also signaling continued interest in mergers and acquisitions, including opportunities linked to humanoid robotics. By pairing a long-duration buyback plan with an active M&A agenda, Timken is emphasizing both capital return and portfolio expansion as key priorities. Next, we’ll examine how Timken’s long-term share repurchase authorization could reshape its existing...