U.S. Communications Stock News

NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

Axon Enterprise (AXON) closed out FY 2025 with Q4 revenue of US$796.7 million and basic EPS of US$0.03, alongside trailing twelve month revenue of US$2.8 billion and EPS of US$1.60 that sit against a net profit margin of 4.5% versus 18.1% a year earlier. The company has seen revenue move from US$575.1 million in Q4 2024 to US$796.7 million in Q4 2025, while quarterly basic EPS shifted from US$1.77 to US$0.03 over the same period, with a US$107.5 million one off gain influencing the trailing...
NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers (CNS) Pricing In Too Much Optimism After Real Assets Focus News?

If you are wondering whether Cohen & Steers is attractively priced right now, this article walks through what the current share price may or may not be reflecting about its underlying value. The stock last closed at US$67.14, with returns of 0.4% over 7 days, 3.1% over 30 days, 5.6% year to date, 4.1% over 3 years and 22.0% over 5 years, alongside a 19.7% decline over the past year that some investors may see as a reset in expectations. Recent news coverage has focused on Cohen & Steers as a...
NasdaqGS:SAFT
NasdaqGS:SAFTInsurance

Safety Insurance Group (SAFT) Sub 100% Combined Ratios Challenge Long Term Earnings Decline Narrative

Safety Insurance Group (SAFT) has wrapped up FY 2025 with Q4 revenue of US$319.3 million and basic EPS of US$1.37, rounding out a year in which trailing twelve month revenue reached about US$1.26 billion and EPS came in at US$6.75. Over recent quarters, the company has seen revenue move from US$286.7 million and EPS of US$0.55 in Q4 2024 to the latest Q4 2025 levels. The trailing net profit margin of 7.9% sits above the 6.3% recorded a year earlier, setting up a results season where higher...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Valuation Check As Dividend Rises And New Directors Join The Board

Globe Life (GL) has raised its quarterly dividend to US$0.33 per share and set payment for May 1, 2026. The company has also added Derek T. Kan and Sandra L. Phillips to its board. See our latest analysis for Globe Life. At a share price of US$146.08, Globe Life has seen a 6.33% 30 day share price return and an 8.42% 90 day share price return. Its 1 year total shareholder return of 18.60% suggests recent momentum has added to longer term gains, with the dividend increase and board refresh...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Is It Too Late To Consider Five Below (FIVE) After A 157% One Year Rally?

If you are wondering whether Five Below’s current share price still offers value after a strong run, you are not alone. The stock recently closed at US$225.12, with returns of 4.2% over 7 days, 20.2% over 30 days, 16.4% year to date and 157.5% over 1 year. This naturally raises questions about the balance between return potential and risk. Recent coverage around Five Below has focused on its position as a discount retailer and how investors are thinking about consumer spending and store...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Earnings Growth And 18% Margin Test Slowing Growth Narrative

Salesforce FY 2026 earnings snapshot Salesforce (CRM) has just wrapped up FY 2026 with Q4 revenue of US$11.2b and basic EPS of US$2.08, setting the tone for a year where investors are watching how top line scale and per share profitability move together. The company has seen quarterly revenue move from US$9.8b in Q1 FY 2026 to US$11.2b in Q4, with basic EPS ranging from US$1.61 to US$2.20 over the same stretch. Trailing 12 month revenue reached US$41.5b and EPS came in at US$7.85. Taken...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Is Huron Consulting Group (HURN) Attractively Priced After Recent Share Pullback?

If you are wondering whether Huron Consulting Group shares are attractively priced or asking too much, you are in the right place for a clear look at value. The stock most recently closed at US$143.29, with returns of 9.4% over 7 days, a 15.7% decline over 30 days, a 16.2% decline year to date, and a 4.2% decline over 1 year, set against a 73.0% return over 3 years and 174.7% over 5 years. Recent news around Huron has focused on its role as a consulting partner helping organizations handle...
NasdaqGM:LRMR
NasdaqGM:LRMRBiotechs

Larimar Therapeutics (LRMR) Is Up 85.9% After Breakthrough Status For Nomlabofusp In Friedreich’s Ataxia

In February 2026, Larimar Therapeutics announced that the FDA granted Breakthrough Therapy Designation to nomlabofusp for treating adults and children with Friedreich’s ataxia, while the company advanced plans for an accelerated Biologics License Application supported by skin frataxin as a novel surrogate endpoint. This combination of expedited regulatory status and FDA alignment on using a new biomarker underscores how central nomlabofusp has become to Larimar’s clinical and regulatory...
NYSE:LVS
NYSE:LVSHospitality

Is It Time To Reassess Las Vegas Sands (LVS) After Its Recent Share Price Pullback

If you are wondering whether Las Vegas Sands is offering fair value at its current share price, you are not alone. This article walks through how that price stacks up against several valuation checks. The stock last closed at US$55.95, with returns of a 3.7% decline over 7 days, a 7.3% decline over 30 days, a 14.2% decline year to date, and a 30.6% gain over the past year. This can signal that market sentiment has shifted over different time frames. Recent moves in Las Vegas Sands shares...
NYSE:LAZ
NYSE:LAZCapital Markets

Assessing Lazard (LAZ) Valuation After Profitability Squeeze And Insider Selling

Lazard (LAZ) is back in focus after its latest quarterly report, which paired revenue expansion with a sharp squeeze on profitability, while insider selling by key executives over the past six months added another layer for investors to weigh. See our latest analysis for Lazard. At a share price of $52.91, Lazard has paired a 1 day share price return of 2.4% with a 7 day gain of 3.6%. Its 1 year total shareholder return of 13.5% and 5 year total shareholder return of 70.3% point to momentum...
NYSE:IDT
NYSE:IDTTelecom

Expanded Buybacks And Margin Focus Might Change The Case For Investing In IDT (IDT)

IDT Corporation, a global fintech and communications provider, recently expanded its share repurchase program after reporting resilient results across its telecom and fintech operations, while also setting its second-quarter fiscal 2026 results release and earnings call for March 10, 2026. This combination of sustained operating discipline, margin-focused execution, and increased buybacks underscores management’s conviction in the company’s intrinsic value and cash-generation profile. We’ll...
OTCPK:VXRT
OTCPK:VXRTBiotechs

Assessing Vaxart (VXRT) Valuation As Conference Presentation Draws Increased Investor Attention

Vaxart (VXRT) is drawing fresh attention ahead of its scheduled presentation at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 25, 2026. Investors will be listening for pipeline and funding updates. See our latest analysis for Vaxart. Vaxart’s recent 34.83% 7 day share price return and 102.97% 90 day share price return point to building momentum ahead of the conference, even as the 5 year total shareholder return of 87.31% highlights longer term challenges. If...
NYSE:HASI
NYSE:HASIDiversified Financial

Is HA Sustainable Infrastructure Capital (HASI) Pricing Reflect Its Strong Recent Share Price Performance

If you are wondering whether HA Sustainable Infrastructure Capital is priced fairly today, you are not alone. This article is designed to help you weigh up what you are really paying for. The stock recently closed at US$36.85, with returns of 7.2% over 30 days, 15.8% year to date, 36.9% over 1 year and 41.9% over 3 years, while the 5 year return sits at an 11.4% decline. These figures can change how investors think about both upside potential and risk. Recent news around the broader...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre (MELI) Margin Compression To 6.9% Tests Bullish Profitability Narratives

MercadoLibre FY 2025 earnings snapshot MercadoLibre (MELI) has wrapped up FY 2025 with fourth quarter revenue of US$8.8b and basic EPS of US$11.03, alongside net income of US$559m, putting fresh numbers behind the recent share price of US$1,740.88. The company has seen quarterly revenue move from US$6.1b and EPS of US$12.60 in Q4 2024 to US$8.8b and EPS of US$11.03 in Q4 2025, while trailing twelve month EPS sits at US$39.39 on revenue of US$28.9b. This gives investors a basis to weigh high...
NasdaqGS:PICS
NasdaqGS:PICSDiversified Financial

PicS IPO Opens Brazilian Listings Return And Early Trading Test

PicS N.V. completed a US$434.3 million initial public offering. The company began trading on the Nasdaq Global Select Market under the ticker NasdaqGS:PICS. This is the first new stock listing by a Brazilian company in over four years. With its IPO now complete, PicS enters the public markets at a share price of $17.76 and a recent 7 day return of 17.6%. The listing of NasdaqGS:PICS also marks a return of Brazilian issuers to international equity markets after a multi year pause in new...
NasdaqGS:VEON
NasdaqGS:VEONWireless Telecom

Assessing VEON (NasdaqGS:VEON) Valuation After Hala Ride Hailing MoU And Kyivstar Investment Commitment

VEON (VEON) has been back in focus after signing a Memorandum of Understanding with Dubai based ride hailing platform Hala, along with reaffirmed multi year investment plans for Ukraine’s Kyivstar business. See our latest analysis for VEON. The new Hala MoU and Kyivstar investment update come as VEON’s share price sits at US$55.44, with a 30 day share price return of 2.46% and a 1 year total shareholder return of 23.25%. The 3 year total shareholder return is more than triple the starting...
NasdaqCM:IGIC
NasdaqCM:IGICInsurance

Assessing International General Insurance Holdings (IGIC) Valuation After Extraordinary Cash Dividend Announcement

International General Insurance Holdings (IGIC) has put income front and center by declaring an extraordinary cash dividend of $1.15 per share, payable on April 6, 2026, to shareholders of record on March 18. See our latest analysis for International General Insurance Holdings. The extraordinary and ordinary dividends, along with the recently completed US$8.09 million buyback, come after a period where the share price has moved steadily rather than sharply. The 30 day share price return is...
NasdaqGS:TERN
NasdaqGS:TERNPharmaceuticals

Terns Pharmaceuticals (TERN) Valuation Check After Strong Recent Share Price Run And CML Narrative Shift

Terns Pharmaceuticals (TERN) has drawn attention after recent trading, with the stock closing at US$40.92. For investors, the clinical stage focus on oncology and obesity raises questions about how current pricing reflects trial progress and cash needs. See our latest analysis for Terns Pharmaceuticals. While the share price slipped around 1% on the day to US$40.92, it remains on a strong short term run, with a 16.61% 1 month share price return and a 45.57% 3 month share price return,...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

A Look At Rush Enterprises (RUSH.A) Valuation After Its Fourth Quarter Earnings Beat And Dividend Announcement

Rush Enterprises (RUSH.A) is back in focus after fourth quarter results and a fresh dividend declaration, as investors weigh solid aftermarket performance, cost control and share repurchases against softer revenue and earnings figures. See our latest analysis for Rush Enterprises. The earnings beat and dividend announcement come against a share price of US$71.65, with a 30 day share price return of 14.24% and a 90 day gain of 37.63%. The 5 year total shareholder return of 164.85% suggests...
NasdaqGS:LFST
NasdaqGS:LFSTHealthcare

LifeStance Health Group (LFST) Profit Turn Challenges Skeptical Earnings Narratives

LifeStance Health Group (LFST) capped FY 2025 with fourth quarter revenue of US$382.2 million and basic EPS of US$0.03, while trailing twelve month revenue reached about US$1.4 billion with basic EPS of US$0.03. The company has seen revenue move from US$325.5 million in Q4 FY 2024 to US$382.2 million in Q4 FY 2025, alongside a shift in quarterly basic EPS from a loss of US$0.02 to a profit of US$0.03. This places improving profitability metrics at the center of the current earnings...
NYSE:CRGY
NYSE:CRGYOil and Gas

Crescent Energy (CRGY) Swings To TTM Profit Of US$132.9 Million Challenging Bearish Volatility Narrative

Crescent Energy (CRGY) closed FY 2025 with fourth quarter revenue of US$865.0 million and a small net loss of US$8.7 million, which translated into EPS of US$0.03 loss per share, while trailing 12 month revenue stood at about US$3.6 billion with net income of US$132.9 million and EPS of US$0.51. Over recent periods, revenue has ranged from US$744.9 million to US$950.2 million a quarter, with quarterly EPS swinging between a US$0.70 loss and a US$0.61 profit, so the latest numbers land in the...
NYSE:WHD
NYSE:WHDEnergy Services

Is It Time To Revisit Cactus (WHD) After The Recent Share Price Pullback

If you are trying to work out whether Cactus is attractively priced or not, the stock's recent moves and current valuation metrics give you quite a bit to think about. Cactus closed at US$51.56, with returns of 9.6% year to date, a 12.3% decline over the past week and an 8.7% decline over the past month, while the 1 year return sits at 0.2% and the 5 year return at 56.2%. These mixed short term moves against a relatively stronger multi year return profile set the backdrop for investors...
NYSE:RRX
NYSE:RRXElectrical

How Regal Rexnord’s Q4 Beat and Data Center Momentum Could Reframe the RRX Investment Thesis

Regal Rexnord recently reported fourth-quarter 2025 results that exceeded analyst expectations on both earnings per share and revenue, helped by a lower tax rate despite operational challenges. Analysts have highlighted strong data center awards and expanding high-content power management roles as potentially reshaping how investors view Regal Rexnord’s growth and earnings profile. We’ll now explore how this earnings beat and upbeat commentary on data center demand may influence Regal...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

How Investors Are Reacting To Liberty Broadband (LBRD.K) Director Share Sale Amid Mixed Business Signals

Liberty Broadband director David Wargo recently sold 25,000 shares of the company’s stock, drawing attention to insider activity at the business. This insider sale comes as Liberty Broadband faces weak financial performance signals but improved operational metrics and more constructive earnings guidance. We’ll now examine how this insider selling, alongside ongoing Neutral analyst sentiment, shapes Liberty Broadband’s broader investment narrative. The future of work is here. Discover the...