U.S. Communications Stock News

CME Group (CME) just flipped the switch on a strategic bet with FanDuel, rolling out the FanDuel Predicts platform in five states and targeting a nationwide footprint by early 2026. See our latest analysis for CME Group. The FanDuel Predicts rollout follows a busy stretch for CME Group, including fresh crypto linked products, and the market seems to approve, with the share price at $276.38 and a strong year to date share price return alongside robust multi year total shareholder returns...

In recent days, FactSet Research Systems Inc. reported first-quarter fiscal 2026 results, reaffirmed full-year guidance, expanded its share repurchase authorization to US$1.00 billion, and completed a buyback of 478,100 shares for US$139.9 million, while stockholders approved updates to the company’s certificate of incorporation at the 2025 Annual Meeting. At the same time, FactSet launched what it calls the industry’s first production-grade Model Context Protocol server, giving AI systems...

Capital Raise and Investor Context Annaly Capital Management (NLY) just moved to raise up to 2.5 billion dollars through an at the market follow on equity offering, a meaningful step that could reshape both its balance sheet and shareholder calculus. See our latest analysis for Annaly Capital Management. The move comes after a strong run, with Annaly’s share price up 26.39 percent year to date and its one year total shareholder return at 39.69 percent. This suggests momentum is building as...

Pipeline momentum and what it could mean for the stock Roivant Sciences (ROIV) just tightened the timeline on several key programs, from Brepocitinib NDA plans to mosliciguat trials and Genevant litigation milestones. This gives investors clearer visibility into how the pipeline might translate into value. See our latest analysis for Roivant Sciences. The latest pipeline clarity seems to be feeding into solid momentum, with an 86.26% year to date share price return and a 194.89% three year...

Truist Financial (TFC) has quietly put together a solid run, with the stock up around 11% over the past month and roughly 21% over the past year, outpacing many regional bank peers. See our latest analysis for Truist Financial. That recent climb in Truist’s share price, now around $50.74, builds on a solid upward trend, with short term momentum reinforcing a multi year total shareholder return that suggests investors are warming to its earnings and risk profile. If Truist’s improving momentum...

KKR (KKR) has been on traders radar after a choppy stretch, with the stock sliding this year even as its three year return still looks strong. That gap is raising fresh valuation questions. See our latest analysis for KKR. After a strong run earlier in the year, KKR’s recent pullback has left the shares at $130.78, with a double digit 1 month share price return but a much weaker year to date share price return and a stellar three year total shareholder return that still signals long term...

Earlier this week, Goldman Sachs initiated coverage on Danaher Corporation with a Buy rating, while KeyBanc Capital Markets reiterated upbeat views on the company’s bioprocessing and life sciences exposure. Together, these opinions point to renewed confidence that Danaher’s bioprocessing franchise and conservative guidance could benefit from improving biotech funding trends. We’ll now examine how this renewed focus on Danaher’s bioprocessing strength may influence the company’s existing...

Recent momentum in Harrow stock Harrow (HROW) has quietly strung together a strong run, with the share price up roughly 29% over the past month and nearly 48% over the past year. This performance has put fresh attention on its valuation. See our latest analysis for Harrow. With the share price now at about $50.16 and a 1 month share price return close to 29%, that short term surge is adding to an already impressive 1 year total shareholder return of roughly 48%. This suggests momentum is...

CoStar Group (CSGP) is back in focus after fresh analysis underscored an uncomfortable trend: revenue has climbed over the past five years, but earnings per share and returns on capital have moved in the wrong direction. See our latest analysis for CoStar Group. At around $66.89, the stock has seen a 3.18% 7 day share price return but a 19.50% 90 day share price decline, in line with a weaker 1 year total shareholder return of 8.31%. This suggests momentum has clearly faded as investors...

Ethos’s new partnership with Aflac (AFL) puts Aflac’s cancer insurance directly on Ethos’s fully digital platform. This is a strategic step toward broader distribution, smoother onboarding, and a more tech enabled supplemental health business. See our latest analysis for Aflac. The Ethos deal slots into a steady year for Aflac, with the share price now at $110.62 and an 8.07 percent year to date share price return. This may hint at gradually building momentum on top of a strong multi year...

Lincoln National (LNC) just rolled out a new Capital Group ETF indexed account for its fixed indexed annuities, pairing equity exposure with full downside protection, and the timing lines up neatly with improving sentiment around the stock. See our latest analysis for Lincoln National. That innovation is landing into a stock that has already been rebuilding confidence, with a 44.5% year to date share price return and a 52.8% one year total shareholder return suggesting momentum is firmly...

Earlier this week, Bernstein SocGen Group reiterated its positive rating on Air Products and Chemicals after an update on the company’s negotiations with Yara to jointly develop large-scale, low-emission ammonia projects in the US and Saudi Arabia. The planned collaboration seeks to combine Air Products’ hydrogen production capabilities with Yara’s global ammonia distribution network, aiming to reduce project risk while strengthening both companies’ roles in emerging low-carbon fuel supply...

Omeros (OMER) just cleared a major hurdle, securing FDA approval for Yartemlea, the first approved therapy for transplant associated thrombotic microangiopathy. This approval shifts the company from a pure development story to an upcoming commercial launch. See our latest analysis for Omeros. The FDA green light has clearly reset expectations, with a 1 day share price return of 75.54 percent and a 90 day share price return of 250.68 percent pushing Omeros to 15.36 dollars. Its 3 year total...

Core Scientific (CORZ) is back in the spotlight after a fresh wave of upgrades from Citizens, with analysts highlighting its high performance computing power pipeline story and upcoming earnings as key catalysts. See our latest analysis for Core Scientific. Those bullish calls come after a volatile stretch, with the share price sitting at $15.57 and showing a 7 day share price return of 14.74 percent but a softer 90 day share price return of minus 7.54 percent. At the same time, the 1 year...

In the past week, Marsh & McLennan reported third-quarter results showing 11.5% year-on-year revenue growth, with non-GAAP earnings per share coming in above analyst expectations and adjusted operating income rising at a double-digit rate. The company is also leaning into growing sustainability and climate disclosure demands, offering ISSB-focused advisory and risk services that align with its broader risk, insurance, and consulting capabilities. We’ll now examine how Marsh & McLennan’s...

Estée Lauder Companies (EL) is back in the spotlight as new CEO Stéphane de La Faverie rolls out the Beauty Reimagined transformation, a shift from damage control to a structured push for growth and profitability. See our latest analysis for Estée Lauder Companies. The stock market seems to be warming back up to that story, with a roughly 45 percent year to date share price return and a three year total shareholder return still deeply negative, suggesting momentum is rebuilding from a...

In December 2025, HEICO reported strong fourth-quarter and full-year 2025 results, with sales rising to US$1,209.41 million for the quarter and US$4.49 billion for the year, alongside higher earnings, a 95th consecutive semiannual dividend of US$0.12 per share, and confirmation of active acquisition spending and a robust deal pipeline. Management signaled that disciplined, earnings-accretive acquisitions remain central to HEICO’s long-term plan, suggesting its recent US$629.8 million of deal...

Wondering if RTX is still worth buying after its huge run up, or if the easy money has already been made? In this article, we break down what the current price might really be telling you about potential future returns. RTX has climbed 5.2% over the last week, 7.6% over the past month, and 60.7% year to date, capping off a 62.5% gain over 1 year and a gain that has nearly tripled investors’ money over 3 years. Those kinds of moves naturally raise the question of whether the stock is now...

Mattel (MAT) has been drifting in a tight range lately, even as the stock is up over the past 3 months. That makes this a good moment to revisit what the current price implies. See our latest analysis for Mattel. With the share price now at $19.97 and a solid 90 day share price return of 19.87 percent, Mattel’s momentum looks to be rebuilding even though the 1 year total shareholder return of 11.32 percent is more modest. If this kind of steady recovery appeals to you, it could be a good time...

Illumina (ILMN) just gave investors a fresh talking point with its new collaboration and investment in MyOme, a move that pushed the stock up as the market reassessed its growth runway. See our latest analysis for Illumina. The MyOme deal fits a broader shift in sentiment, with Illumina’s recent collaboration driven gains adding to a strong 90 day share price return of 46.78 percent, even as the five year total shareholder return remains deeply negative and suggests investors are only...

Concentrix (CNXC) just rolled out a new suite of emotionally aware conversational AI agents, and that launch is quickly becoming the lens investors are using to reassess the stock’s long term potential. See our latest analysis for Concentrix. The launch has arrived at a moment when sentiment is trying to turn, with a 1 month share price return of 16.65 percent helping to offset a weaker 1 year total shareholder return of 3.93 percent and far steeper 3 year losses. The key question now is...

Recent performance and what it might signal American Homes 4 Rent (AMH) has been drifting lower this year, with the stock down about 13% year to date and roughly 11% over the past year despite steady revenue growth. See our latest analysis for American Homes 4 Rent. At around $31.83 per share, American Homes 4 Rent has seen its 1 year share price return move lower even as its 3 year total shareholder return remains solid. This suggests that momentum has cooled while the longer term rental...

In recent days, EyePoint Pharmaceuticals has seen analyst earnings estimates revised upward and received a strong Momentum Style Score of A, alongside a Zacks Rank of #2, reflecting improving expectations for its financial outlook. This shift in sentiment highlights how changes in forecast profitability and momentum indicators can rapidly alter how investors view a clinical-stage eye-disease specialist like EyePoint. We’ll now examine how these upgraded earnings expectations may influence...

Viking Holdings (VIK) is deepening its cultural footprint at Highclere Castle, backing a sustainably designed, permanent events pavilion that replaces the seasonal marquee and extends exclusive Downton Abbey themed experiences for its guests. See our latest analysis for Viking Holdings. That strategy seems to be resonating with investors, with a 30 day share price return of 14.23 percent and a powerful year to date share price return of 66.22 percent signaling building momentum from the...