U.S. Communications Stock News

NYSE:CVS
NYSE:CVSHealthcare

Does Medicare Advantage Reimbursement Uncertainty Reshape The Bull Case For CVS Health’s Platform Strategy (CVS)?

Earlier in February, CVS Health faced investor concerns after federal Medicare officials proposed minimal payment updates and risk‑adjustment changes for 2027 Medicare Advantage plans, raising questions about reimbursement levels for its Aetna insurance unit. At the same time, heightened put option activity and ongoing integration of Oak Street Health, alongside legal settlements and new sports health partnerships, underscored how policy risk, primary care expansion, and brand-building...
NYSE:EVH
NYSE:EVHHealthcare Services

Evolent Health Q4 Loss Of US$3.84 Per Share Tests Bullish Margin Turnaround Narrative

Evolent Health FY 2025 earnings snapshot Evolent Health (EVH) closed FY 2025 with fourth quarter revenue of US$468.7 million and a basic EPS loss of US$3.84, as the company continued to report negative net income. Over recent periods, revenue has ranged from US$444.3 million to US$483.6 million per quarter, while quarterly basic EPS has stayed in loss-making territory between US$0.24 and US$3.84. This gives investors a clear view of the trade off between top line scale and ongoing earnings...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Loss Deepens To US$0.30 EPS As Premium Valuation Thesis Faces Test

Tempus AI (TEM) just posted its FY 2025 numbers with Q4 revenue of US$367.2 million, a basic EPS loss of US$0.30, and net income loss of US$54.2 million, setting the tone for how investors will read the rest of the year. The company reported revenue of US$200.7 million in Q4 2024 and US$367.2 million in Q4 2025, while quarterly basic EPS moved from a loss of US$0.07 to a loss of US$0.30 over the same period, so the key question now is how to weigh that top line against the still negative...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

Margin Compression At First Citizens BancShares (FCNCA) Challenges Bullish Earnings Narrative

First Citizens BancShares (FCNCA) has wrapped up FY 2025 with Q4 total revenue of US$2.4b and basic EPS of US$45.78, alongside net income of US$566m that feeds into a trailing 12 month net profit margin of 23.8%, compared with 29.1% a year earlier. Over recent periods, the bank has seen total revenue move between US$2.1b and US$2.4b per quarter and quarterly EPS range from US$34.47 to US$49.18. This gives investors a clear set of numbers to weigh against a five year earnings growth rate of...
NasdaqCM:TYGO
NasdaqCM:TYGOElectrical

Tigo Energy (TYGO) Swings To Q4 Profit Challenging Longstanding Loss-Making Narrative

Tigo Energy (NasdaqCM:TYGO) closed out FY 2025 with Q4 revenue of US$30.0 million and basic EPS of US$0.17, alongside trailing twelve month revenue of US$103.5 million and a basic EPS loss of US$0.03. The company has seen quarterly revenue move from US$14.2 million in Q3 2024 to US$30.0 million in Q4 2025, while basic EPS shifted from a loss of US$0.22 to a profit of US$0.17 over the same span, setting up a results season in which investors will be weighing improving earnings against a still...
NasdaqCM:INVZ
NasdaqCM:INVZElectronic

Innoviz Technologies (INVZ) Revenue Growth Versus Persistent Losses Tests Bullish Narratives

Innoviz Technologies (INVZ) just posted its FY 2025 numbers, with Q4 revenue at US$12.7 million and a basic EPS loss of US$0.10, alongside a trailing twelve month revenue base of US$55.1 million and a full year EPS loss of US$0.34. Over the past two reported years, the company has seen quarterly revenue range from US$4.5 million to US$17.4 million and basic EPS losses between US$0.07 and US$0.15. This gives investors a clearer view of how the top line and per share results have been tracking...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings Puts Finance And Operations Under Tyler Reddien For Turnaround

Capri Holdings (NYSE:CPRI) has appointed Tyler Reddien as its new Chief Financial Officer and Chief Operating Officer. Reddien steps into the dual role as the company pursues its plans in the global luxury fashion market. Capri Holdings, the owner of luxury brands in the global fashion and accessories space, now has a single executive overseeing both its finance and operations functions. For investors, a combined CFO and COO role can concentrate responsibility for capital allocation, cost...
NYSE:STWD
NYSE:STWDMortgage REITs

Starwood Property Trust Margin Reliant On US$247 Million One Off Gain Challenges Bullish Narratives

Starwood Property Trust (STWD) just wrapped up FY 2025 with fourth quarter revenue of US$148.8 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$547.9 million and EPS of US$1.15 that reflects reported earnings growth of 16.7% over the past year. Over recent quarters, revenue has ranged from US$125.7 million to US$148.8 million with basic EPS between US$0.19 and US$0.38, while trailing twelve month revenue has moved between US$359.6 million and US$547.9 million as...
NYSE:SPXC
NYSE:SPXCMachinery

SPX Technologies (SPXC) Margin Expansion Reinforces Bullish Earnings Narratives Despite Premium P/E

SPX Technologies (SPXC) has wrapped up FY 2025 with fourth quarter revenue of US$637.3 million and basic EPS of US$1.57, while trailing twelve month revenue came in at about US$2.3 billion alongside EPS of US$5.13. Over the past few quarters the company has seen revenue move from US$533.7 million in Q4 2024 to US$637.3 million in Q4 2025, with basic EPS stepping from US$1.22 to US$1.57 over the same period. Those results sit on top of trailing earnings growth of 21.7% and a net margin of...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Is It Too Late To Consider MYR Group (MYRG) After Its 1 Year 118% Surge?

If you are wondering whether MYR Group is still good value after its strong run, the key question now is how its current share price compares with what the business might reasonably be worth. The stock last closed at US$274.01, with reported returns of 5.0% over the past week, 9.3% over the past month, 20.9% year to date, 117.7% over 1 year, 125.2% over 3 years and 340.4% over 5 years. This naturally raises questions about how much optimism is already reflected in the price. Recent coverage...
NYSEAM:NHC
NYSEAM:NHCHealthcare

Is It Too Late To Consider National HealthCare (NHC) After A 77% One-Year Surge?

Wondering if National HealthCare at around US$160 a share still offers value or if the easy gains are behind it? This article focuses squarely on what the current price might mean for you as an investor. The stock closed at US$160.33, with a 1.1% decline over the last 7 days, a 10.0% return over 30 days, 22.9% year to date, 77.1% over 1 year and 213.6% over 3 years. These moves naturally raise questions about how much future upside or downside the market is now pricing in. Recent coverage...
NYSE:UWMC
NYSE:UWMCDiversified Financial

UWM Holdings (UWMC) Margins Edge To 1.1% And Test Bullish Earnings Narratives

Latest FY 2025 Results: Revenue Rebound and Margins Back in Focus UWM Holdings (UWMC) has wrapped up FY 2025 with fourth quarter revenue of US$759.0 million and basic EPS of US$0.08, while trailing twelve month revenue came in at US$2.4 billion with basic EPS of US$0.13. The company has seen quarterly revenue range from US$613.4 million to US$967.6 million across 2025, with EPS swinging between a loss of US$0.08 in Q1 and a profit of US$0.11 in Q2 before landing at US$0.08 in Q4. Over the...
NYSE:FIS
NYSE:FISDiversified Financial

Fidelity National Information Services (FIS) Q4 Profit Rebound Tests Thin-Margin Turnaround Narrative

Fidelity National Information Services (FIS) just closed out FY 2025 with Q4 revenue of US$2.8 billion and basic EPS of US$0.99, alongside net income of US$511 million that puts a clear spotlight on how the business is earning each dollar. The company has seen quarterly revenue move from US$2.6 billion and EPS of US$0.15 in Q1 2025 to US$2.8 billion and EPS of US$0.99 in Q4, with trailing twelve month EPS of US$0.73 on revenue of US$10.7 billion framing the broader trend. For investors, the...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Valuation Check After A Sharp 45% One Month Share Price Jump

Why Silicon Laboratories Is On Investors’ Radar Today Silicon Laboratories (SLAB) has caught investor attention after a sharp move in its share price over the past month, with the stock returning about 45% over that period. See our latest analysis for Silicon Laboratories. That recent 45.2% 30 day share price return and 61.9% 90 day share price return stand out against a 43.1% total shareholder return over the past year. This suggests momentum has picked up after a quieter stretch. If Silicon...
NYSE:ARR
NYSE:ARRMortgage REITs

ARMOUR Residential REIT’s Swing Back To Profit And New Dividend Might Change The Case For Investing In ARR

In February 2026, ARMOUR Residential REIT, Inc. reported full-year 2025 results showing net income of US$322.69 million and basic earnings per share from continuing operations of US$3.31, alongside declaring a US$0.24 per-share cash dividend payable on March 30, 2026 to shareholders of record on March 16, 2026. The swing from a prior-year net loss and loss per share to positive earnings highlights a material turnaround in ARMOUR Residential REIT’s profitability profile. Next, we’ll examine...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK) Quarterly Loss Of US$183 Million Reinforces Bearish Profitability Concerns

Cytokinetics (CYTK) has capped FY 2025 with Q4 revenue of US$17.8 million and a basic EPS loss of US$1.52, anchored by a net loss of US$183.0 million. This sets the tone for how investors are reading the latest update against a year of heavy spending. Over recent periods, the company has seen quarterly revenue range from US$1.6 million to US$66.8 million in FY 2025, while basic EPS losses have moved between US$1.12 and US$2.55. This gives a clear picture of a business that is still investing...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Is There Now an Opportunity in Expedia Group (EXPE) After the Recent Share Price Pullback

If you are wondering whether Expedia Group's share price reflects its real worth today, you are not alone. This article will walk through what the current market price might be implying about the company. After a long term return of 93.5% over 3 years and 25.7% over 5 years, the stock has recently pulled back, with a 24.4% decline over 30 days and a 28.0% decline year to date from a last close of US$203.74. This may have shifted how the market is thinking about its future. Recent headlines...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Acadia Healthcare Company (ACHC) Posts Q4 US$1.18b Loss Testing Bullish Margin Narratives

Acadia Healthcare Company (ACHC) just wrapped up FY 2025 with Q4 revenue of US$821.5 million and a basic EPS loss of US$13.02, alongside a trailing 12-month basic EPS loss of US$12.16 on revenue of about US$3.3 billion. The company has seen quarterly revenue move from US$774.2 million in Q4 2024 to US$770.5 million in Q1 2025, US$869.2 million in Q2, US$851.6 million in Q3, and US$821.5 million in Q4, while basic EPS shifted from US$0.36 in Q4 2024 to US$0.09, US$0.33, and US$0.40 through the...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Assessing Repligen (RGEN) After Prolonged Share Price Weakness

If you are wondering whether Repligen's current share price lines up with its underlying worth, you are not alone. This article walks through what the numbers actually say about value. Repligen's share price closed at US$132.14, with returns of a 4.3% decline over 7 days, 19.1% decline over 30 days, 19.6% decline year to date, 18.8% decline over 1 year, 25.1% decline over 3 years, and 33.9% decline over 5 years. This may signal that expectations or perceived risk have shifted over...
NYSE:TALO
NYSE:TALOOil and Gas

Talos Energy FY 2025 Earnings Loss Deepens Bear Narratives On Profitability Path

Talos Energy FY 2025 earnings recap Talos Energy (TALO) closed out FY 2025 with fourth quarter revenue of US$392.2 million and a basic EPS loss of US$1.19, alongside a full year trailing twelve month revenue base of about US$1.8 billion and a loss of US$2.82 per share. Over recent quarters, the company has seen quarterly revenue move from US$509.1 million in Q3 2024 to US$512.9 million in Q1 2025 and then within a US$392.2 million to US$450.0 million range through Q4 2025. Basic EPS shifted...
NYSE:TPH
NYSE:TPHConsumer Durables

Tri Pointe Homes (TPH) Margin Compression Reinforces Bearish Earnings Narrative

Tri Pointe Homes (TPH) just posted its FY 2025 numbers with fourth quarter revenue of US$972.6 million and basic EPS of US$0.71, alongside full year trailing twelve month revenue of US$3.5 billion and EPS of US$2.73. Over the past six quarters, revenue has moved from US$1.25 billion in Q4 2024 to US$972.6 million in Q4 2025, while quarterly EPS shifted from US$1.39 to US$0.71. Investors now have to weigh these results against a trailing net margin that sits at 6.9% compared with 10.2% a year...
NYSEAM:INFU
NYSEAM:INFUHealthcare

InfuSystem Holdings (INFU) Margin Gains Reinforce Bullish Narrative Despite Modest Revenue Growth

InfuSystem Holdings (INFU) has wrapped up FY 2025 with Q4 revenue of US$36.2 million and basic EPS of US$0.10, capping a year in which trailing twelve month revenue reached US$143.4 million and EPS came in at US$0.32. The company has seen quarterly revenue move from US$33.8 million in Q4 2024 to US$36.5 million in Q3 2025 and US$36.2 million in Q4 2025, while basic EPS shifted from US$0.04 in Q4 2024 through a low of US$0.01 loss in Q1 2025 before landing between US$0.10 and US$0.12 over the...
NYSE:YOU
NYSE:YOUSoftware

Clear Secure (YOU) Margin Compression Tests Bullish Earnings Narratives After FY 2025 Results

Clear Secure FY 2025 earnings snapshot Clear Secure (YOU) has wrapped up FY 2025 with fourth quarter revenue of US$240.8 million and basic EPS of US$0.31, alongside trailing 12 month revenue of US$900.8 million and EPS of US$1.14 that frame the latest print in a broader earnings context. Over recent periods the company has seen quarterly revenue move from US$198.4 million in Q3 2024 to US$240.8 million in Q4 2025, while basic EPS has shifted from US$0.25 to US$0.31 across the same span...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

FDA COPD Generic Exclusivity Might Change The Case For Investing In Amphastar Pharmaceuticals (AMPH)

In February 2026, Amphastar Pharmaceuticals received U.S. FDA approval for its Ipratropium Bromide HFA Inhalation Aerosol as a generic equivalent to Boehringer Ingelheim's Atrovent HFA, including 180 days of marketing exclusivity for COPD maintenance treatment. This short period of exclusivity offers Amphastar a time-limited window to build presence in the inhaled COPD market while supporting its broader mix of generic and proprietary products. Next, we’ll examine how the 180-day exclusivity...