U.S. Communications Stock News

If you are wondering whether Cirrus Logic stock still offers value at recent prices, this article will help you weigh what the current market is implying about the company. The shares closed at US$142.14, with returns of 11.6% over the last 30 days, 18.8% year to date and 30.3% over the past year. This performance has likely changed how some investors view both its potential and its risks. Recent attention on Cirrus Logic has focused on its role within the broader semiconductor space and how...

IREN (NasdaqGS:IREN) has been added to the MSCI USA Index, expanding its visibility with institutional investors. Cantor Fitzgerald has made a major investment in IREN, reflecting growing interest in the company’s AI cloud ambitions. The company has formally shifted focus from Bitcoin mining to AI cloud infrastructure and appointed a Chief Innovation Officer to lead next generation data center engineering. IREN, traded on NasdaqGS:IREN, is repositioning itself from a pure Bitcoin miner to...

Trinity Industries recently reported fourth-quarter 2025 sales of US$611.2 million and net income of US$186.6 million, alongside full-year 2025 sales of US$2.16 billion and net income of US$253.1 million, while also announcing the planned retirement of Executive Vice President, Leasing and Services, Gregory B. Mitchell effective October 15, 2026. The sharp year-on-year jump in earnings per share despite lower revenue, together with fresh 2026 EPS guidance of US$1.85 to US$2.10, highlights...

Why Janus Henderson Group (NYSE:JHG) is on investors’ radar today Janus Henderson Group (NYSE:JHG) has recently attracted fresh attention as its shares trade around $50.20, with returns over the past month, past 3 months, and year showing meaningful movement for existing shareholders. See our latest analysis for Janus Henderson Group. Recent trading has been strong, with a 4.65% 1 month share price return and a 16.55% 3 month share price return. Meanwhile, the 1 year total shareholder return...

In mid-February 2026, Boot Barn Holdings raised its full-year outlook after reporting continued strong sales across key merchandise categories and improved merchandise margin expectations. The company also outlined an accelerated expansion plan, targeting 70 new stores in fiscal 2026 and about 20 more in early fiscal 2027, highlighting management’s confidence in store-level performance. With Boot Barn upgrading its full-year outlook, we’ll now assess how this stronger guidance shapes the...

Kirby Corporation recently appointed Tracy A. Embree as an independent director to its Board, effective 16 February 2026, adding extensive industrial, manufacturing, and power generation leadership experience. Her cross-industry executive background and current roles on other major corporate boards may reshape how investors assess Kirby’s governance and industry expertise. We’ll now examine how Embree’s appointment, with her deep power generation and industrial operations experience, could...

Recent coverage of OneMain Holdings has highlighted growing hedge fund interest and mixed analyst views as they weigh inflation, consumer sentiment, and broader macroeconomic uncertainty for the nonprime lending specialist. This tension between institutional enthusiasm and caution about the economic backdrop has brought fresh attention to how OneMain’s risk profile and growth ambitions intersect. With this backdrop of strong hedge fund interest but cautious analyst commentary on the macro...

In Q4 2025, Teekay Corp Ltd reported strong net income and free cash flow while advancing its fleet renewal by acquiring newer Aframax tankers and selling older vessels, and it maintained a regular fixed dividend to return capital to shareholders. An interesting aspect of this update is Teekay’s combination of a younger, more efficient fleet and a debt‑free balance sheet at Teekay Tankers, which reduces its free cash flow breakeven and increases flexibility amid shifting, sanction‑affected...

MasterBrand (MBC) is back in focus after reporting a fourth quarter net loss of US$42 million on sales of US$644.6 million, alongside guidance calling for a year over year sales decline. See our latest analysis for MasterBrand. The earnings miss and softer 2026 guidance appear to have cooled sentiment, with an 8.35% 1 month share price return decline and a 19.44% 1 year total shareholder return loss, despite an 11.20% 3 month share price return gain. If this kind of earnings driven volatility...

Alight, Inc. reported fourth-quarter 2025 results showing sales of US$653 million versus US$680 million a year earlier, alongside a goodwill impairment charge of US$803 million that contributed to a full-year net loss of US$3.10 billion. The company is halting its dividend, increasing investment in AI and operational improvements, and has reshaped senior leadership in key Health, Navigation and Leaves solutions while simultaneously completing a sizeable share repurchase program. Next, we...

NNN REIT (NNN) is back in focus after a boardroom shift, with longtime chair Steven D. Cosler retiring and independent director Edward J. Fritsch stepping in as the new Chair on February 18, 2026. See our latest analysis for NNN REIT. The leadership change comes as NNN REIT’s share price, now at $44.35, has recorded a 4.95% 1 month share price return and 8.57% 3 month share price return, while its 1 year total shareholder return sits at 13.55%. This points to gradually building momentum...

In early February 2026, H&R Block announced a suite of enhancements to its tax preparation services, including AI Tax Assist for 24/7 client support, advanced AI tools for tax professionals, a Smart Product Selector for DIY tier selection, and upgraded technology to help filers locate forms and optimize deductions. This push to blend AI-powered automation with human expertise could reshape how clients interact with H&R Block’s omnichannel tax offerings during the core filing season. Next,...

Online used car auction platform ACV Auctions recently reported earnings after the bell, following a prior quarter where it met revenue expectations but missed its full-year revenue and EBITDA guidance. This latest update comes as the company heads into a period of slower expected revenue growth and heightened scrutiny of how it manages a tougher used-vehicle market and the fallout from a former customer bankruptcy. Next, we’ll examine how ACV’s adjusted revenue guidance amid a challenging...

On February 12, 2026, CareDx announced pivotal clinical validation results for AlloHeme, an NGS- and AI-powered blood test that detects emerging relapse in AML and MDS patients after allogeneic transplant significantly earlier than traditional bone marrow or marker-specific methods, based on data from the 198-patient ACROBAT study. The successful validation of AlloHeme marks a key step in extending CareDx’s transplant-focused precision medicine platform into hematology and oncology,...

Clorox (NYSE:CLX) has agreed to acquire GOJO Industries, the maker of Purell hand sanitizer, expanding its presence in health and hygiene products. The company has also released its "Home Care Redefined" report, outlining how it is thinking about wellness focused consumer needs in home care. These moves point to a more concentrated push into health, hygiene, and consumer wellness offerings across Clorox's portfolio. Clorox, trading at $123.6, sits at an interesting point for investors...

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...

Five9 (FIVN) has wrapped up FY 2025 with fourth quarter revenue of US$300.3 million and basic EPS of US$0.25, alongside net income of US$19.7 million that caps off a profitable year on a trailing basis. Over the past six quarters, the company has seen quarterly revenue range from US$264.2 million to US$300.3 million, while basic EPS has moved from a loss of US$0.06 in late FY 2024 to US$0.25 most recently, with trailing twelve month EPS at US$0.51. With trailing twelve month net income at...

If you are looking at Coeur Mining and wondering whether the current share price is still reasonable, you are not alone. The answer comes down to what the numbers say about its underlying value. The stock last closed at US$24.63, with a 9.9% gain over the past 7 days, a 5.7% decline over 30 days, and large jumps of 40.3% year to date and about 7x over the past 3 years. Recent price moves sit against a backdrop of ongoing sector attention on precious metals producers and investor interest in...

Omnicom Group (OMC) closed out FY 2025 with Q4 revenue of $5.5 billion and basic EPS of a $4.03 loss, a sharp swing from basic EPS of $2.28 on $4.3 billion of revenue in Q4 2024. Over the past year, reported quarterly revenue has ranged from $3.7 billion to $5.5 billion while basic EPS moved from $1.46 to $1.76, then $1.32 before dropping into a Q4 loss. This sets up a clear contrast between top line scale and bottom line volatility. For investors, the latest report puts the focus on how...

If you are wondering whether Centene’s current share price reflects its true worth, you are not alone. This article is here to unpack what the numbers are really saying about the stock. Centene’s share price closed at US$43.24, with returns of 6.6% over the last 7 days, a 6.2% decline over 30 days, a 3.5% gain year to date, and longer term returns of a 25.0% decline over 1 year, a 38.5% decline over 3 years, and a 26.1% decline over 5 years. Recent coverage around Centene has focused on its...

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...

Alliant Energy completed a major data center relocation project, supporting large scale computing demand. The company entered new electric service agreements totaling several gigawatts to serve future large load customers. Alliant Energy continues to commit capital to renewables and energy storage projects across its service territories. For investors tracking regulated utilities, Alliant Energy (NasdaqGS: LNT) is tying these operational moves to a stock that has seen a 16.7% return over...

AdvanSix FY 2025 Earnings Snapshot AdvanSix (ASIX) has wrapped up FY 2025 with Q4 revenue of about US$359.9 million and a basic EPS loss of roughly US$0.10, alongside trailing twelve month EPS of about US$1.83. Over recent periods the company has seen quarterly revenue move from US$329.1 million in Q4 2024 to US$377.8 million in Q1 2025, US$410.0 million in Q2 2025, US$374.5 million in Q3 2025 and US$359.9 million in Q4 2025. Quarterly basic EPS ranged from a small profit of roughly US$0.01...

Transocean (RIG) closed out FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.02, alongside net income of US$25 million that capped a trailing twelve month loss of US$2.9 billion and TTM EPS of a US$3.04 loss. Over the past six quarters, revenue has moved from US$948 million in Q3 2024 to US$952 million in Q4 2024 and then to US$906 million, US$988 million, US$1.0 billion and US$1.0 billion through Q4 2025. Quarterly EPS shifted from US$0.01 and a US$0.56 loss in...