U.S. Communications Stock News

NasdaqGS:FROG
NasdaqGS:FROGSoftware

JFrog’s Q1 Beat Puts AI Growth And Buybacks In Focus

JFrog (NasdaqGS:FROG) reported a strong Q1 2026, with robust revenue growth and faster cloud adoption. The company highlighted new AI driven capabilities across its platform, focused on software supply chain security. Management raised full year guidance and the board authorized a major share repurchase program. JFrog operates at the intersection of software delivery, DevOps, and security, areas that sit at the core of how modern applications are built and maintained. The fresh focus on AI...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Priced Attractive After Recent Share Price Rebound?

Wondering if Mondelez International at around US$61.31 is offering good value right now, or if you would be overpaying for its future cash flows? The stock has returned 6.6% over the last 30 days and 14.3% year to date, but the 1-year return of a 5.8% decline and the 3-year return of a 14.9% decline show that recent strength follows a weaker period. Recent coverage of Mondelez International has focused on how investors are reassessing large branded food stocks in light of changing consumer...
NYSE:AXTA
NYSE:AXTAChemicals

Assessing Axalta Coating Systems (AXTA) Valuation After Softer Earnings And Flat Near‑Term Growth Outlook

Axalta Coating Systems (AXTA) shares have been reacting to fresh first quarter results, with sales of US$1,254 million and net income of US$90 million, along with guidance calling for flat second quarter net sales growth. See our latest analysis for Axalta Coating Systems. The first quarter update and cautious outlook appear to be weighing on sentiment, with Axalta Coating Systems’ recent 9.34% 1 month share price return still sitting against a weaker 1 year total shareholder return of...
NYSE:DRD
NYSE:DRDMetals and Mining

DRDGOLD (DRD) Is Up 5.2% After Debt-Free Growth And Lower Costs Is The Bull Case Changing?

DRDGOLD recently reported a stronger quarter to 31 March 2026, with higher revenue, increased gold production, improved yields and lower cash operating costs per kilogram. An interesting aspect of the update is that DRDGOLD continues to fund its growth projects without taking on debt, underscoring a disciplined capital approach. Next, we’ll examine how DRDGOLD’s combination of higher production and reduced cash operating costs could influence the company’s broader investment narrative. Find...
NYSE:MRP
NYSE:MRPSpecialized REITs

Millrose Properties (MRP) Is Down 12.3% After Surging Q1 Revenue And Net Income Report

Millrose Properties, Inc. has reported past first-quarter 2026 results, with revenue rising to US$194.93 million and net income to US$122.88 million, both significantly higher than the same period a year earlier. The sharp increase in revenue relative to the prior year's US$82.70 million highlights how much more transaction activity Millrose is now channeling through its land banking model. We will now examine how this sharp jump in quarterly revenue and net income affects Millrose...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Is It Time To Reassess Exelon (EXC) After Recent Share Price Weakness?

Investors may be assessing whether Exelon at around US$44.41 is offering fair value today, or if the current price is mispricing the long term story. The stock has slipped 3.4% over the last 7 days and 9.5% over the last 30 days, while the 1 year return sits at 2.0% and the 5 year return at 65.7%. Recent attention on Exelon has centered on its role as a large regulated utility. Investors are watching how its business mix and capital plans fit into long term energy and grid needs. This...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

Is It Time To Reconsider Caris Life Sciences (CAI) After 26.5% Year To Date Decline?

If you are trying to work out whether Caris Life Sciences at around US$19.84 is attractively priced or not, you will want a clear view of what that tag really reflects. The stock has recently shown mixed momentum, with a 4.4% return over the last 7 days and 5.8% over the last month, while the year to date return stands at a 26.5% decline. Recent headlines around Caris Life Sciences have focused on its role in precision medicine and diagnostics, alongside ongoing attention to how it funds and...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Buyout Nears Finish Line With New Ownership Story

Clearwater Analytics Holdings (NYSE:CWAN) shareholders have approved an $8.4b acquisition by funds advised by Permira and Warburg Pincus. The transaction is now awaiting only Australian Foreign Investment Review Board (FIRB) approval before closing. The deal would shift Clearwater Analytics from public market ownership to control by two large global private equity groups. Clearwater Analytics provides investment accounting and reporting software to institutional clients, including asset...