U.S. Communications Stock News

NYSE:ONON
NYSE:ONONLuxury

On Holding Weighs Asia Pacific Push Against Margin And Execution Risks

On Holding (NYSE:ONON) is expanding rapidly across Asia-Pacific, adding new markets and strengthening its regional presence. The company is pushing its direct-to-consumer model globally, supported by its own performance footwear and apparel technology. Management is putting capital behind product development and customer engagement, with an eye on premium brand positioning worldwide. On Holding, trading at around $46.48, sits in a premium corner of the sportswear space with a 3 year return...
NYSE:TK
NYSE:TKOil and Gas

Assessing Teekay (TK) Valuation After Strong Recent Shareholder Returns

Teekay (TK) has been drawing attention after recent share price moves, with the stock showing strong returns over the past year and the past 3 months. Investors are weighing how this performance lines up with fundamentals. See our latest analysis for Teekay. With the share price at $12.95 and a 30 day share price return of 29.11% building on a 33.37% 90 day gain, the recent move continues a longer run in which the 1 year total shareholder return of 125.21% sits alongside a 5 year total...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Is It Too Late To Consider Sanmina (SANM) After Its 89.5% One Year Surge?

If you are wondering whether Sanmina's share price still offers value after a strong run, this article will walk through how that current price stacks up against several valuation checks. The stock trades at US$155.26 after a 3.9% return over the past 7 days, 1.7% over 30 days, a 2.5% decline year to date, and a 89.5% return over the last year, with very large gains over 3 and 5 years. Recent price moves sit against a backdrop of ongoing interest in electronics manufacturing services...
NasdaqCM:LIND
NasdaqCM:LINDHospitality

Why Lindblad Expeditions (LIND) Is Down 5.5% After Strong 2025 Sales But Ongoing Net Losses

Lindblad Expeditions Holdings reported fourth-quarter 2025 sales of US$183.18 million and a net loss of US$23.56 million, with full-year 2025 sales reaching US$771.02 million and a net loss of US$29.72 million. The company also issued 2026 tour revenue guidance of US$800 million to US$850 million, giving investors clearer visibility into forward demand while profitability remains under pressure. We’ll now examine how this combination of strong top-line growth and continued losses may reshape...
NYSE:PLD
NYSE:PLDIndustrial REITs

Is Prologis (PLD) Pricing In Too Much Optimism After Its Strong Multi Year Run?

If you are wondering whether Prologis at around US$142.57 is priced for perfection or offering value, you are in the right place for a clear look at what the current share price might imply. The stock has recent returns of 0.7% over 7 days, 12.1% over 30 days, 10.5% year to date, 19.1% over 1 year, 23.5% over 3 years and 68.4% over 5 years. This naturally raises questions about how much optimism is already reflected in the price. Recent attention around Prologis has focused on its role as a...
NYSE:CTRA
NYSE:CTRAOil and Gas

Coterra Energy (CTRA) Margin Improvement To 23.5% Tests Bearish Gas Price Concerns

Coterra Energy FY 2025 Earnings Snapshot Coterra Energy (CTRA) closed FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$0.48, alongside net income excluding extra items of US$368 million, giving investors a clear read on its latest top and bottom line. Over the past year, the company has seen trailing twelve month revenue move from US$5.2 billion to US$7.3 billion, while trailing EPS shifted from US$1.51 to US$2.26 as net income excluding extra items moved from US$1.1...
NYSE:AFG
NYSE:AFGInsurance

American Financial Group (AFG) Valuation After 10 K Highlights Capital Moves And Positive Outlook

Capital moves and outlook in focus after 10-K filing American Financial Group (AFG) has put capital management center stage in its latest 10-K, pairing a $350 million 5.00% Senior Notes issuance with a $1.50 per share special dividend and share repurchases. See our latest analysis for American Financial Group. AFG’s recent capital moves come after a mixed share price pattern, with a 3.2% 1 month share price return and a 3 year total shareholder return of 19.4% that points to steadier long...
NYSE:CLH
NYSE:CLHCommercial Services

Is Earnings Beat And Bigger Buybacks Altering The Investment Case For Clean Harbors (CLH)?

In February 2026, Clean Harbors reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, completed a long-running buyback totaling 9,886,460 shares for US$851.3 million, expanded its repurchase authorization to US$1.45 billion, and issued 2026 net income guidance of US$410 million to US$461 million. An interesting angle for investors is how Clean Harbors is pairing earnings outperformance with sizable share repurchases, which together concentrate future...
NYSE:KEYS
NYSE:KEYSElectronic

Keysight Technologies (KEYS) Valuation Check After Strong Share Price Surge And Earnings Breakout

Keysight Technologies (KEYS) has drawn fresh attention after a strong recent share price move, with the stock up about 26% over the past week and roughly 39% over the past month. See our latest analysis for Keysight Technologies. The recent surge builds on stronger momentum, with a 90 day share price return of 55.26% and a year to date share price return of 48.76%. The 1 year total shareholder return stands at 92.65%, suggesting sentiment has shifted firmly in Keysight Technologies' favor. If...
NYSE:DCI
NYSE:DCIMachinery

Assessing Donaldson Company (DCI) Valuation After Recent Share Price Pullback

What Is Happening With Donaldson Company Stock? Recent trading in Donaldson Company (DCI) has drawn attention after a mixed run, with a small gain over the past day, a decline over the past week and month, and a modest positive move across the past 3 months. At a last close of $92.76, the filtration specialist now reflects a 1 year total return of 36.2% and a 3 year total return of 45.2%. Revenue stands at $3.75b and net income at $378.5m. See our latest analysis for Donaldson Company. For...
NYSE:PNFP
NYSE:PNFPBanks

Assessing Pinnacle Financial Partners (PNFP) Valuation After Recent Share Price Weakness

Pinnacle Financial Partners (PNFP) has drawn fresh attention after a period of softer share performance, with the stock showing negative returns over the past week, month and past 3 months while longer term gains remain positive. See our latest analysis for Pinnacle Financial Partners. With the share price at US$90.76 after a 1 day share price return of negative 5.57% and a year to date share price return of negative 4.56%, recent weakness contrasts with a 3 year total shareholder return of...
NYSE:USFD
NYSE:USFDConsumer Retailing

Is US Foods’ New AI Menu Tool Reshaping the Digital Investment Narrative For USFD?

On 23 February 2026, US Foods Holding Corp. launched Menu IQ, an AI-powered menu profitability tool integrated into its MOXe platform, offering customers recipe cost calculations, real-time margin tracking, and optimization insights at no additional cost. This move deepens US Foods’ role as a technology partner to foodservice operators, embedding data-driven menu management directly into its existing digital ecosystem. Next, we’ll examine how embedding AI-driven menu profitability tools into...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Is It Time To Reassess Take-Two Interactive Software (TTWO) After Recent Share Price Weakness?

If you are wondering whether Take-Two Interactive Software's current share price lines up with its underlying worth, this article will walk through what the numbers suggest and where the gaps might be. The stock last closed at US$211.48, with returns of 5.9% over 7 days, a 13.0% decline over 30 days, a 15.9% decline year to date, a 0.2% decline over 1 year, 81.2% over 3 years, and 23.8% over 5 years. This gives you a sense of both recent pressure and longer term strength. Recent moves in...
NYSE:PNW
NYSE:PNWElectric Utilities

Pinnacle West Credit Facility Extends Liquidity While Valuation Appears Stretched

Pinnacle West Capital (NYSE:PNW) entered a new $300 million revolving credit facility, replacing its prior arrangement. The facility extends through 2031 and is intended to support general corporate purposes and ongoing infrastructure investments. For investors watching NYSE:PNW, this fresh $300 million credit line arrives with the stock around $100.3 per share, alongside returns of 13.8% year to date and 63.9% over 5 years. These figures provide a snapshot of how the market has valued the...
NYSE:TOST
NYSE:TOSTDiversified Financial

Is Toast (TOST) Offering Value After Recent Share Price Pullback?

If you are wondering whether Toast's current share price gives you enough value for the risk you are taking on, it helps to line up what the market is paying today against what the business might be worth using a few different valuation lenses. Toast finished the last trading session at US$27.31, with returns of 0.9% over the past 7 days, a 14.3% decline over 30 days, a 19.7% decline year to date, a 29.2% decline over 1 year, and a 45.3% gain over 3 years, which gives a mixed picture of how...
NYSE:MMM
NYSE:MMMIndustrials

Is 3M (MMM) Pricing In Its Legal Risks After Recent Share Price Gains

If you are wondering whether 3M is still a solid value play at its current price, this article walks through what the numbers actually say about the stock. 3M shares last closed at US$165.32, with a 1% decline over the past week, a 6% gain over the last 30 days, and returns of 2.2% year to date, 8.5% over 1 year, a very large gain over 3 years, and 31% over 5 years. Recent headlines around 3M have focused on its ongoing business repositioning and legal overhangs, which continue to shape how...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical (GMED) Is Up 5.4% After Record 2025 Earnings and Raised EPS Outlook Has The Bull Case Changed?

In late February 2026, Globus Medical reported record Q4 2025 and full-year 2025 results, with sales rising to US$826.42 million for the quarter and US$2.94 billion for the year, and net income increasing to US$140.59 million and US$537.87 million respectively. Management reaffirmed 2026 revenue guidance of US$3.18 billion to US$3.22 billion while lifting non-GAAP EPS expectations and highlighting faster-than-planned benefits from the Nevro acquisition, underscoring how recent M&A and...
NYSE:PERF
NYSE:PERFSoftware

Assessing Perfect Corp (NYSE:PERF) Valuation After LashLovr Partnership And Recent Earnings

Perfect (PERF) has drawn fresh attention after partnering with True Beauty Lashes on LashLovr, an AI powered lash matching and virtual try on experience that highlights how its APIs are used in real retail journeys. See our latest analysis for Perfect. Even with the LashLovr partnership and recent earnings update, Perfect’s short term share price return has been weak, with a 30 day share price decline of 18.67% and a 1 year total shareholder return of 28.19% in the red. This points to fading...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Perrigo Cost Reset Program Faces Impairment Hit And Transition Year

Perrigo (NYSE:PRGO) has announced a new operational enhancement program after reporting significant progress on its Three-S transformation approach. The company highlighted a tripling in the value of its innovation pipeline and more than US$100 million in new distribution wins. Perrigo also reported a major net loss for the fourth quarter and full year, linked in part to an asset impairment charge. Management described 2026 as a transition year, citing manufacturing under-absorption, and is...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

NLIGHT (LASR) Narrower Q4 EPS Loss Tests Bullish Turnaround Narrative

nLIGHT (LASR) has wrapped up FY 2025 with Q4 revenue of US$81.2 million and a basic EPS loss of US$0.10, alongside trailing twelve month revenue of US$261.3 million and a basic EPS loss of US$0.47. The company has seen quarterly revenue move from US$47.4 million in Q4 2024 to US$81.2 million in Q4 2025, while basic EPS over the same quarters shifted from a loss of US$0.51 to a loss of US$0.10. This leaves investors to weigh growth expectations against still negative margins and the path to...
NYSE:NHI
NYSE:NHIHealth Care REITs

National Health Investors (NHI) FFO Growth Challenges Bearish Margin And Tenant Risk Narratives

National Health Investors (NHI) closed out FY 2025 with Q4 revenue of US$107.5 million and basic EPS of US$0.80, alongside funds from operations of US$58.5 million, which is a key earnings measure for healthcare REIT investors. The company reported quarterly revenue of US$85.8 million in Q4 2024 and US$107.5 million in Q4 2025, while basic EPS moved from US$0.96 to US$0.80 over the same period, providing a view of how the top line and earnings per share have developed into the latest release...
NYSE:PM
NYSE:PMTobacco

Is Philip Morris International (PM) Still Attractive After Recent Shift To Reduced Risk Products

If you are wondering whether Philip Morris International (NYSE: PM) still offers value at around US$186.83 a share, you are not alone. This article is built to help you make sense of that question. The stock has returned 1.9% over the past week, 4.6% over the past month, 16.6% year to date and 24.6% over the past year, with a very large 3 year return and a very large 5 year return that many investors are trying to put into context. Recent headlines around Philip Morris International have...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler Q2 Loss Deepens To US$0.21 EPS And Tests Profitability Narratives

Fresh off its Q2 2026 print, Zscaler (ZS) reported revenue of US$815.8 million and a basic EPS loss of US$0.21, with net income excluding extra items at a loss of US$34.3 million, setting the tone for how investors will read the quarter. The company has seen revenue move from US$647.9 million in Q2 2025 through to US$815.8 million in Q2 2026, while quarterly basic EPS over that stretch has ranged from a loss of US$0.05 in Q2 2025 to a loss of US$0.21 in the latest quarter. As a result, the...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

FirstSun Merger Progress Puts Valuation Gap And Integration Risks In Focus

FirstSun Capital Bancorp (NasdaqGS:FSUN) has received Office of the Comptroller of the Currency approval for its planned merger with First Foundation Inc. The merger remains subject to Federal Reserve approval and shareholder votes from both companies. If completed, the transaction is expected to significantly expand the combined bank's operations and product platform. FirstSun Capital Bancorp, a regional banking platform focused on commercial and consumer clients, is moving through a key...