U.S. Communications Stock News

Navitas Semiconductor (NVTS) has just wrapped up FY 2025 with fourth quarter revenue of US$7.3 million and a basic EPS loss of US$0.14, while trailing 12 month figures show revenue of US$45.9 million and a full year EPS loss of US$0.57. Over the past few quarters, the company has seen revenue move from US$21.7 million with EPS of US$0.10 loss in Q3 2024 to US$10.1 million and EPS of US$0.09 loss in Q3 2025, alongside net income losses ranging from US$18.7 million to US$31.8 million in recent...

In February 2026, Sensata Technologies Holding plc reported fourth-quarter 2025 sales of US$917.9 million and net income of US$63.2 million, alongside full-year 2025 sales of US$3.70 billion and net income of US$31.3 million. Despite lower full-year revenue and earnings versus the prior year, the company delivered a sharp quarterly profit rebound and reorganized into three segments that each achieved organic revenue growth and margin expansion. Now we will examine how Sensata’s stronger...

Merit Medical Systems (MMSI) closed FY 2025 with fourth quarter revenue of US$393.9 million and basic EPS of US$0.64, supported by trailing twelve month revenue of US$1.5 billion and EPS of US$2.17 that frame the full year picture. Over the past six reported quarters, the company has seen quarterly revenue move from US$339.8 million in Q3 2024 to US$393.9 million in Q4 2025, while quarterly basic EPS ranged between US$0.47 and US$0.64 across that stretch. With trailing net profit margin at...

If you are wondering whether Newell Brands at US$4.56 is a bargain or a value trap, you are not alone. This article is here to unpack what the current share price might be implying. The stock has had mixed returns, with a 3.2% decline over the last 7 days, a 4.6% gain over the last 30 days, a 22.6% gain year to date, and a 24.3% decline over the past year. These moves can change how investors think about both upside potential and risk. Recent company updates and ongoing restructuring efforts...

Fidelity National Financial, Inc. recently reported fourth-quarter 2025 results showing revenue of US$4,051 million but a net loss of US$117 million, while also declaring a US$0.52 per-share quarterly dividend payable on March 31, 2026, to shareholders of record on March 17, 2026. Despite weaker bottom-line results and ongoing share repurchases totaling US$251.19 million for 4,427,671 shares under its current program, the company is emphasizing strong commercial activity and industry-leading...

The AES Corporation recently announced it has entered 20‑year Power Purchase Agreements with Google to develop and own co‑located energy generation for a new data center in Wilbarger County, Texas, including securing land, grid interconnection, and building shared electricity infrastructure. This long-duration partnership deepens AES’s role as an energy provider to hyperscale data centers, highlighting its capabilities in delivering tailored, on-site power and long-term energy management...

Zeta Global Holdings (ZETA) closed FY 2025 with Q4 revenue of US$394.6 million and basic EPS of US$0.03, alongside net income of US$6.5 million, setting a clear marker after a year that started in the red. Over the past four quarters, the company reported revenue increasing from US$314.7 million in Q4 2024 to US$394.6 million in Q4 2025, while basic EPS moved from US$0.07 to US$0.03. Trailing twelve month EPS stood at a loss of US$0.13, so the latest quarterly profit comes against a year that...

If you are wondering whether Infinity Natural Resources is priced attractively right now, you are not alone. This article focuses on what the current share price might mean for value-driven investors. Over the shorter term, the stock has seen a 1.5% decline over the last 7 days, a 4.3% return over 30 days and a 9.2% return year to date, while the 1-year return sits at a 14.2% decline from the previous level. These mixed returns sit against a backdrop where investors are paying closer...

If you are wondering whether M/I Homes is still good value after a strong multi year run, this article walks through how its current share price stacks up against several valuation measures. The stock closed at US$140.40 recently, with returns of 4.8% over 30 days, 9.8% year to date and 17.9% over 1 year. The 3 year return sits at a very large 138.7%, and the 5 year return at 180.7%. Recent coverage of M/I Homes has focused on its position within the U.S. homebuilding sector and how...

Spotify Technology (NYSE:SPOT) has launched its Prompted Playlist feature in beta, using AI to build playlists from natural language prompts. The beta is rolling out across multiple countries, giving users early access to a new way of personalizing their listening experience. This feature draws on Spotify's existing data and AI tools to help users move from broad mood or activity descriptions to tailored playlists. For investors tracking NYSE:SPOT, the Prompted Playlist beta lands at a time...

Over the past few years, Quanex Building Products has experienced a significant drop in operating margin, earnings per share, and return on invested capital despite continuing to grow its revenue base. This combination of rising costs and weaker profitability on a per‑share and invested‑capital basis points to mounting operational pressures and fewer attractive growth opportunities within the business. Next, we’ll examine how this sustained margin deterioration challenges Quanex’s earlier...

If you are wondering whether Albertsons Companies' current share price really reflects its underlying value, you are not alone. This article walks through the key signals that matter for you as a shareholder or potential investor. The stock most recently closed at US$17.70, with returns of 2.8% over the last 30 days, 2.3% year to date, and an 11.8% decline over the past year, which may hint at changing expectations around both opportunity and risk. Recent news coverage has focused on...

In February 2026, Marriott International completed two fixed‑income offerings totaling about US$1.44 billion, issuing callable senior unsecured notes due 2033 and 2038, with major banks including J.P. Morgan, BofA Securities, Wells Fargo, HSBC, Scotia Capital, Truist and U.S. Bancorp acting as co‑lead underwriters. Together with a recently affirmed quarterly dividend of US$0.67 per share, these bond issues highlight Marriott’s focus on maintaining liquidity while continuing to fund its...

Illinois Tool Works (NYSE:ITW) has entered into a new US$3.0b five year revolving credit facility. The agreement replaces the company’s previous revolving credit facility more than a year before its scheduled expiry. The facility includes multi currency and rate options and can be increased to up to US$5b, subject to conditions. Illinois Tool Works, a diversified industrial manufacturer serving multiple end markets, now has a refreshed liquidity backstop that can support its ongoing...

HP (HPQ) has opened Q1 2026 with revenue of US$14.4b and basic EPS of US$0.59, putting fresh numbers on the table for investors tracking how the story is evolving. The company has seen quarterly revenue move from US$14.1b in Q4 2024 to US$13.5b in Q1 2025 and US$14.4b in Q1 2026, while basic EPS has shifted from US$0.94 to US$0.60 and now US$0.59, setting a clear earnings run rate for the latest quarter. With these results in hand, the focus now turns to what they signal about HP's margin...

Wintrust Financial recently reported fourth-quarter results showing an 11% year-on-year rise in revenue to US$715.6 million, alongside record net income and net interest income driven by broad-based loan and deposit growth. Management’s emphasis on strong balance sheet expansion and a 19% improvement in net income underscores how core banking activities are supporting the company’s operating momentum. With these record earnings and balance sheet gains, we’ll now examine how Wintrust’s...

Earlier this week, First Horizon reported an 8.1% year-on-year increase in revenue and a strong beat on both overall revenue and net interest income estimates, following a generally satisfactory quarter for regional banks. The earnings surprise highlights how First Horizon’s core lending and interest income engine is currently outperforming analyst expectations, setting it apart within the regional banking group. We’ll now examine how First Horizon’s stronger-than-expected revenue and net...

Nektar Therapeutics (NasdaqCM:NKTR) announced a new academic collaboration with neuroimmunologist Dr. Stephen L. Hauser and UCSF focused on multiple sclerosis research. The partnership aims to integrate clinical insights with foundational neuroscience to explore potential advances in MS treatment for patients worldwide. Nektar Therapeutics, trading at a recent share price of $70.37, has seen sharp moves in its stock, including an 89.3% return over the past 30 days and a 62.1% return year to...

If you are wondering whether Viper Energy's current share price gives you good value, this article walks through what the numbers are saying and how they line up with different valuation yardsticks. The stock most recently closed at US$45.05, with returns of 11.8% over 30 days, 16.2% year to date and 4.8% over the past year, while the 7 day return was roughly flat at a 0.1% decline. Recent news coverage around Viper Energy has focused on its role as an energy royalty owner and its exposure...

The Morning Bull - US Market Morning Update Thursday, Feb, 26 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly softer while Nasdaq 100 and Dow futures hold near flat, as investors weigh stronger global growth signals against interest rate worries. Taiwan just reported a record current account surplus of about US$69.9b, powered by a US$63.6b goods trade surplus tied to AI and electronics exports, which underlines how demand for chips and hardware is feeding into...

Valaris and Transocean have agreed to a Business Combination Agreement to merge their operations into a single offshore drilling company. The combined business is expected to bring together both fleets and resources, creating a larger player in offshore drilling. The plan includes monetizing certain non core assets and operating under some constraints while the combination is completed. For Valaris (NYSE:VAL), the deal comes after a period of strong share price performance, with the stock...

If you are looking at Shoals Technologies Group and wondering whether the current share price reflects its true value, this article will walk you through what the numbers are saying in plain terms. The stock last closed at US$6.85, with returns of a 36.2% decline over 7 days, a 26.1% decline over 30 days, a 24.6% decline year to date, a 76.8% gain over 1 year, a 72.8% decline over 3 years and a 79.8% decline over 5 years, which gives a mixed picture of recent and longer term...

Iovance Biotherapeutics (NasdaqGM:IOVA) reported encouraging clinical trial data for lifileucel in patients with advanced sarcoma. The company plans to initiate a registrational trial and pursue accelerated FDA approval for lifileucel in this sarcoma setting. Iovance also received FDA Fast Track designation for lifileucel in non-small cell lung cancer. Iovance Biotherapeutics focuses on developing tumor infiltrating lymphocyte (TIL) therapies for difficult-to-treat cancers. The new sarcoma...

What just happened with LifeStance Health Group stock? LifeStance Health Group (LFST) just reported fourth quarter and full year 2025 results, moved from a net loss to net income, issued 2026 revenue guidance, and announced a US$100 million share repurchase program. See our latest analysis for LifeStance Health Group. The recent earnings beat, move to net income, 2026 revenue guidance and US$100 million buyback plan have coincided with a 12.96% 90 day share price return to US$7.41. This comes...