U.S. Communications Stock News

Cognizant Technology Solutions (CTSH) opened FY 2025 with Q1 revenue of US$5.1b and basic EPS of US$1.34, followed by Q2 revenue of US$5.2b and EPS of US$1.31, and then Q3 revenue of US$5.4b with EPS of US$0.56, setting a clear view of how the top and bottom line have tracked through the year. Over the past few quarters, revenue has moved from US$4.9b in Q2 2024 to US$5.1b in Q4 2024 and then to US$5.1b, US$5.2b and US$5.4b in Q1, Q2 and Q3 2025 respectively. Basic EPS shifted from US$1.14...

If you are wondering whether VICI Properties is still priced fairly after recent moves, this article will walk through what the current share price might be implying about its value. The stock most recently closed at US$28.85, with returns of 3.4% over the last 7 days, 2.6% over 30 days, 2.5% year to date and 2.1% over the last year, compared with a 38.7% return over 5 years and a 1.5% decline over 3 years. Recent coverage has continued to focus on VICI Properties as a large US listed real...

In late January and early February 2026, Duke Energy managed extreme cold across Florida and the Carolinas by urging voluntary conservation, maintaining grid reliability, and later reporting quarterly earnings that exceeded analyst expectations on both adjusted EPS and revenue. An interesting aspect is Duke Energy’s simultaneous focus on operational resilience and digital transformation, including participation in KPMG’s new Tax AI Accelerator Program to modernize its compliance and tax...

Klarna Group (NYSE:KLAR) has joined Google's Universal Commerce Protocol, expanding its existing relationship with Google. The collaboration focuses on open, AI powered commerce standards intended to support smoother online shopping experiences. The announcement highlights Klarna's effort to stay aligned with emerging technical standards in digital payments and e commerce. Klarna Group, trading on the NYSE under the ticker NYSE:KLAR, is entering this protocol partnership with a current...

Dividend and index additions put Winmark in focus Winmark (WINA) has moved into the spotlight after multiple S&P index additions in late January and a newly affirmed quarterly dividend, developments that together are drawing fresh attention to the stock. See our latest analysis for Winmark. Those index additions in January and the freshly affirmed dividend have arrived after a mixed few weeks for the share price, with a 7 day share price return of 6.44% decline contrasting with a 7.17% year...

If you are wondering whether Q2 Holdings at around US$57.58 is starting to look interesting on price, you are not alone in asking what the current valuation really reflects. The stock has had a mixed ride, with a 11.5% decline over the last week, a 18.4% decline over the last month, a 17.1% decline year to date, a 38.3% decline over the last year, but a 72.4% return over three years and a 60.5% decline over five years. Recent headlines around Q2 Holdings have focused on the broader fintech...

Western Alliance Bancorporation (NYSE:WAL) appointed Stephen McMaster as Chief Information Security Officer. The bank hired Ian Hawk to lead its New York market for note finance. The moves aim to strengthen cybersecurity and expand financing capabilities in a key private credit hub. For investors following NYSE:WAL, these hires relate to two core areas of banking today: digital security and specialized credit solutions. Financial institutions operate under tight regulatory expectations on...

In recent weeks, analysts have reassessed EOG Resources, with several firms expressing concerns about deteriorating well productivity in key Texas shale plays and trimming their expectations under softer oil market conditions. At the same time, some on Wall Street continue to highlight EOG’s capital discipline and exposure to long-term natural gas demand, creating a nuanced picture of the company’s prospects. We’ll now examine how these productivity concerns and shifting commodity...

In the days leading up to its scheduled 5 February 2026 report of fourth-quarter and full-year 2025 results, Reddit (NYSE:RDDT) has drawn heightened attention as investors watch for updates on its advertising, user growth, and enterprise data-licensing businesses. The combination of strong prior execution versus guidance, mixed analyst sentiment, and vocal media commentary has turned this earnings release into a key test of how Reddit’s evolving monetization model is being received. We’ll...

Why Old Dominion Freight Line stock just moved Old Dominion Freight Line (ODFL) caught investors’ attention after reporting fourth quarter and full year 2025 results that beat profit expectations despite lower revenue and freight volumes, alongside a higher quarterly cash dividend. See our latest analysis for Old Dominion Freight Line. The latest earnings beat and dividend increase have arrived alongside strong momentum, with a 90 day share price return of 51.46% and a 5 year total...

Recently, Albemarle faced pressure after further declines in Chinese lithium carbonate prices raised concerns about demand and revenue for global lithium producers. Despite this commodity-driven setback, improving analyst sentiment and an upcoming earnings report keep attention focused on how Albemarle’s outlook might evolve. Given this backdrop of weaker Chinese lithium prices, we’ll now examine how these developments influence Albemarle’s investment narrative over the coming period. The...

Insider buying sparks interest in Adams Diversified Equity Fund (ADX) Recent insider buying by Janis F. Kerns, General Counsel and Corporate Secretary of Adams Diversified Equity Fund (ADX), has drawn fresh attention to the closed end fund after multiple share purchases near the stock's 52 week high. See our latest analysis for Adams Diversified Equity Fund. At a last close of US$22.96, Adams Diversified Equity Fund’s recent 7 day and 30 day share price returns of around 2% and 2% declines...

Summit Therapeutics (SMMT) recently reported that the FDA accepted its Biologics License Application for ivonescimab in EGFR mutated non small cell lung cancer and set a PDUFA action date of November 14, 2026. See our latest analysis for Summit Therapeutics. Summit Therapeutics’ latest FDA milestone comes after a mixed stretch for investors, with a 1 year total shareholder return decline of 29.24% but a very large 3 year total shareholder return. Recent 30 and 90 day share price returns of...

SharkNinja, Inc. recently launched a year-long, limited-edition Marilyn Monroe Collection, featuring Marilyn-inspired designs across its home, beauty, and kitchen product lines, including a new French Gold Shark WandVac Cordless Handheld Vacuum. By pairing a globally recognizable cultural icon with its existing product portfolio, SharkNinja is using design-led branding to differentiate in mature household appliance categories. Next, we will explore how this Marilyn Monroe Collection,...

If you are wondering whether Genpact is starting to look like a value opportunity, its recent share price and current valuation metrics raise some clear questions worth answering. The stock last closed at US$38.34, after a 14.4% decline over the past week, a 17.7% decline over the past month, and a 21.2% decline over the past year. These moves may have shifted how investors view its potential and its risks. Recent coverage of Genpact has focused on the broader business services sector and...

Morningstar recently published new research indicating that a 3.9% starting withdrawal rate, adjusted annually for inflation, may help retirees sustain their portfolios over a 30-year retirement horizon. The report also finds that combining this 3.9% withdrawal framework with delaying Social Security benefits until age 70 could significantly increase total lifetime spending for many retirees. We’ll now examine how Morningstar’s influential 3.9% retirement withdrawal guidance shapes the...

Why HEICO's NewSpace Power Move Is Getting Attention HEICO (HEI) is back in focus after VPT, one of its subsidiaries, introduced the VSCPL1210SG, a point of load DC, DC converter that rounds out its VSC Series NewSpace power solution. This launch gives HEICO a more complete offering across isolated DC, DC converters, point of load converters, and EMI filters, which could matter if you are tracking how the company positions itself in space related electronics. See our latest analysis for...

Cellebrite DI (CLBT) drew fresh attention after its Corellium acquisition, which adds AI and virtualization capabilities, and ties into its subscription SaaS model and debt-free balance sheet for digital intelligence customers. See our latest analysis for Cellebrite DI. Despite the Corellium news and its subscription SaaS shift, Cellebrite DI’s share price has recently come under pressure, with a 30 day share price return of a 19.96% decline and a 1 year total shareholder return of a 43.91%...

If you are wondering whether Glacier Bancorp at around US$53 per share offers good value today, you are not alone. That is exactly what this article will unpack. The stock has logged returns of 8.6% over the past week, 15.7% over the last 30 days, 19.2% year to date, and 8.5% over 1 year, which naturally raises questions about how much optimism is now reflected in the price. Over the last few years, Glacier Bancorp has also recorded 24.8% returns over 3 years and 18.9% over 5 years. This...

In late January 2026, Oshkosh Corporation reported fourth-quarter and full-year 2025 results showing slightly higher quarterly sales but lower net income, issued 2026 diluted EPS guidance of approximately US$10.90, declared a US$0.57 quarterly dividend payable on March 3, 2026, and updated investors on progress under its long-running share repurchase program. Alongside mixed earnings, Oshkosh’s continued buybacks and cash dividend point to an emphasis on returning capital to shareholders...

Investors are closely watching Synaptics as attention builds around its 5 February 2026 earnings release and its role in AI edge processing and connectivity chips across mobile, PC, and automotive markets. A Meyka AI score of 71.21 out of 100, with a Grade B+ and a BUY suggestion, highlights growing optimism about Synaptics’ product roadmap despite concerns over profitability and leverage. With recent returns attracting attention, we’ll examine how Synaptics’ AI edge processing positioning...

Zurn Elkay Water Solutions reported past full-year 2025 results with sales of US$1.70 billion and net income of US$198.0 million, alongside quarterly earnings that exceeded analyst expectations. The company paired record sales, higher earnings per share and strong free cash flow with a 22% dividend increase, a US$160.0 million share repurchase and guidance for further core sales growth in 2026. With these results and new 2026 growth guidance, we’ll explore how Zurn Elkay’s stronger margins...

FuelCell Energy (FCEL) has drawn fresh attention after disclosing that its employment relationship with former Executive Vice President, General Counsel and Corporate Secretary Joshua Dolger ended on January 6, 2026, under a detailed separation agreement. See our latest analysis for FuelCell Energy. At a share price of US$7.72, FuelCell Energy has seen a 5.03% 1 day share price gain, but the 7 day and 90 day share price returns of 19.50% and 9.07% declines suggest momentum has been fading,...

The Buckle, Inc. announced that longtime leaders Kari G. Smith, Executive Vice President of Stores and Board member, and Michelle M. Hoffman, Senior Vice President of Sales, will retire from their roles effective February 13, 2026. Their departures mark the exit of two executives who have shaped Buckle’s in-store experience and sales culture over nearly five decades each, raising questions about the company’s next phase of leadership. With these veteran retail leaders preparing to retire,...