U.S. Communications Stock News

NYSE:BIRK
NYSE:BIRKLuxury

Birkenstock Q1 Beat, Retail Expansion And Buyback Contrast With Weak Share Price

Birkenstock Holding (NYSE:BIRK) reported robust first quarter revenue growth that exceeded its full year guidance. The company highlighted broad based strength across regions, with especially rapid expansion in APAC. Birkenstock continued to grow its global retail footprint and advanced its push toward four season footwear offerings. Management approved a new €200 million share repurchase program, signaling confidence in the brand and balance sheet. Birkenstock comes into this update with...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

A Look At Digital Turbine (APPS) Valuation After Raised 2026 Guidance And Return To Quarterly Net Income

Digital Turbine (APPS) is back on investors’ radar after raising its 2026 revenue outlook to US$553 million to US$558 million and reporting third quarter results that showed a shift from a net loss to net income. See our latest analysis for Digital Turbine. The recent guidance hike and return to quarterly net income have arrived during a weak patch for the stock, with a 30 day share price return of a 20.04% decline and a 1 year total shareholder return of a 32.31% loss indicating that...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Trump’s Coal Support Executive Order

Alliance Resource Partners (ARLP) moved into focus after President Donald Trump signed an executive order directing the Department of War to prioritize electricity purchases from coal fired plants and to commit US$175 million to upgrade six coal facilities. See our latest analysis for Alliance Resource Partners. The policy boost comes on top of steady market gains, with a 7 day share price return of 5.95% and a year to date share price return of 10.86%, while the 5 year total shareholder...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE) TTM US$575 Million Loss Tests Bullish Profitability Narratives

Ultragenyx Pharmaceutical (RARE) just closed out FY 2025 with fourth quarter revenue of US$207 million and a basic EPS loss of US$1.29, while trailing twelve month revenue came in at US$673 million against a TTM basic EPS loss of US$5.83. The company has seen quarterly revenue move from US$164.9 million in Q4 2024 to US$207 million in Q4 2025, alongside quarterly basic EPS losses ranging between US$1.17 and US$1.81 over the year. For investors, the latest numbers keep the focus squarely on...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Is It Too Late To Consider American Superconductor (AMSC) After Its Recent Price Surge?

If you are wondering whether American Superconductor’s share price still makes sense at current levels, this article walks through what the numbers say about value rather than hype. The stock recently closed at US$34.26, with returns of 21.6% over 7 days, 9.6% over 30 days, 8.5% year to date, 9.9% over 1 year and a very large gain over 3 years, with a 5 year return of 31.9%. These moves have put American Superconductor back on many investors’ watchlists, as they reassess whether the current...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength

Kimco Realty (NYSE:KIM) has approved a 4% increase to its quarterly common dividend for 2025. The company reported record overall portfolio occupancy for 2025. Kimco also recorded its highest quarterly new leasing volume in more than 10 years. Kimco Realty, a major owner of open air shopping centers, sits at the intersection of retail property and consumer spending trends. For investors following real estate income names, a 4% dividend increase from NYSE:KIM and record portfolio occupancy...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape Edges Toward Commercial Scale With Eagle Line And Licensing Shift

QuantumScape launched its Eagle Line pilot production line, targeting scalable solid state battery output. The company integrated its Cobra manufacturing process into Eagle Line to support higher volume production. QuantumScape expanded agreements with major automotive OEMs and recorded its first customer billings. PowerCo shifted to a licensing only model with QuantumScape, changing the risk and capital mix of that relationship. The company moved into non automotive markets such as data...
NYSE:CBL
NYSE:CBLRetail REITs

CBL And Associates Properties (CBL) FFO Stability Supports Bullish Narratives On Earnings Quality

CBL & Associates Properties (CBL) has just posted its FY 2025 third quarter numbers, with total revenue of US$139.3 million, basic EPS of US$2.44, and net income of US$74.3 million setting the tone for the latest update. The company has seen revenue move from US$125.1 million in Q3 FY 2024 to US$139.3 million in Q3 FY 2025, while trailing twelve month basic EPS stands at US$4.06, alongside a net profit margin of 22.3% versus 6.1% a year earlier, helped by a US$131.2 million one off gain...
NasdaqCM:RCEL
NasdaqCM:RCELBiotechs

Avita Medical (RCEL) TTM US$48.6m Loss Tests Bullish Profitability Narratives

AVITA Medical (RCEL) has just wrapped up FY 2025 with Q4 revenue of US$17.6 million, a basic EPS loss of US$0.38, and net income loss excluding extra items of US$11.6 million, giving investors a clear read on how the year finished. Over recent quarters, the company has seen revenue range from US$17.1 million to US$18.5 million, while quarterly basic EPS losses have moved between US$0.38 and US$0.53 as management pushes ahead with commercial execution and product launches. For investors, the...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Board Changes Raise Questions On Governance And Valuation

Elanco Animal Health (NYSE:ELAN) announced that founding Chairman R. David Hoover will retire from the board and will not stand for re election. Dr. Deborah Kochevar, chair of the Innovation, Science and Technology committee, will also conclude her board service and not stand for re election. The leadership transition marks a change in board oversight following Hoover's role in guiding the company through its IPO and early years as a public company. Elanco Animal Health focuses on medicines...
NYSE:PRMB
NYSE:PRMBBeverage

Assessing Primo Brands (PRMB) Valuation After Recent Share Price Weakness

Recent performance snapshot Primo Brands (PRMB) has seen mixed share performance recently, with a 0.8% decline over the past day and a 4.4% decline over the past week, alongside gains over the past month and the past 3 months. See our latest analysis for Primo Brands. At a share price of US$18.76, Primo Brands has experienced near-term weakness, with 1-week and 1-day share price declines. However, its year-to-date share price return of 15.9% and 3-year total shareholder return of 25.5%...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG) Valuation Check After New NASA Contract And Bishop Airlock Patent

Voyager Technologies (VOYG) has moved back into focus after securing a sixth patent tied to its Bishop Airlock, a new NASA Johnson Space Center services contract, and continued progress on the Starlab commercial space station. See our latest analysis for Voyager Technologies. All this has come during a choppy period for the shares, with a 30 day share price return of 24.17% decline and a 90 day share price return of 31.05% gain. This suggests momentum has cooled recently after a stronger...
NYSE:GEL
NYSE:GELOil and Gas

Genesis Energy (GEL) Returns To Quarterly Profit As Loss Narratives Face New Test

Genesis Energy (GEL) has just wrapped up FY 2025 with fourth quarter revenue of US$440.8 million and basic EPS of US$0.04, alongside net income of US$5.0 million. Trailing 12 month figures show revenue of US$1.6 billion and a basic EPS loss of US$0.73. The company has seen quarterly revenue move from US$725.6 million in Q4 2024 to US$440.8 million in Q4 2025, with EPS shifting from a loss of US$0.58 per share to a small profit of US$0.04 per share over that period. Overall, the latest print...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Zebra Technologies (ZBRA) Margin Compression To 7.8% Reinforces Bearish Profitability Narratives

Zebra Technologies (ZBRA) has wrapped up FY 2025 with fourth quarter revenue of US$1,475 million and basic EPS of US$1.39. Trailing 12 month figures show total revenue of US$5.4 billion and basic EPS of US$8.24. Over the past six reported quarters, revenue has ranged from US$1,255 million to US$1,475 million and quarterly basic EPS has moved between US$1.39 and US$3.16. This gives investors a clear view of how sales and per share earnings have tracked alongside a trailing net margin that has...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Net Margin Steady At 10.4% Reinforces Profitability Narratives

PG&E (PCG) closed out FY 2025 with fourth quarter revenue of US$6.8 billion, basic EPS of US$0.29 and net income of US$642 million, capping a trailing 12 month run of US$24.9 billion in revenue, EPS of US$1.18 and net income of US$2.6 billion. Over the past few quarters, the company has seen revenue move from US$6.0 billion in Q1 2025 to US$6.8 billion in Q4, alongside quarterly EPS ranging between US$0.24 and US$0.37. Trailing net margin sits at 10.4% versus 10.1% a year earlier, giving...
NYSE:MSC
NYSE:MSCHospitality

Studio City International Holdings (NYSE:MSC) Loss Reduction Trend Tests Bearish Narratives After Q3 Results

Studio City International Holdings (NYSE:MSC) has just reported third quarter FY 2025 results, posting revenue of US$182.5 million with a basic EPS loss of US$0.10, while trailing 12 month revenue sits at US$687.1 million against a full year EPS loss of US$0.34. Over recent quarters, revenue has moved from US$161.5 million in Q2 2024 to US$152.9 million in Q4 2024, then to US$161.7 million in Q1 2025, US$190.1 million in Q2 2025 and US$182.5 million in Q3 2025, with EPS losses ranging between...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion Record 2025 Results Test Growth Versus Margin Trade Off

Trupanion reported record results for 2025, with subscription revenue and subscription operating margins reaching new highs. The company plans to roll out a lower priced pet insurance product in response to ongoing veterinary cost inflation. Retention rates have improved, supported by pricing and communication efforts, and Trupanion has received Stevie Awards recognition for its customer service. Trupanion continues to invest in technology and initiatives such as Landspath to support growth...
NYSE:CPS
NYSE:CPSAuto Components

Cooper Standard (CPS) Returns To Q4 Profit And Tests Turnaround Narratives

Cooper-Standard Holdings (CPS) closed out FY 2025 with Q4 revenue of US$672.4 million and basic EPS of US$0.19, alongside net income of US$3.3 million excluding extra items. The company has seen quarterly revenue move from US$660.8 million in Q4 2024 to a range of US$667.1 million to US$706.0 million through FY 2025, while basic EPS has swung between a loss of US$0.43 in Q3 and a profit of US$0.19 in Q4, highlighting a story that focuses on how consistently those thin margins can be...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...
NYSE:BNT
NYSE:BNTInsurance

Brookfield Wealth Solutions (BNT) Margin Compression Challenges Bullish Earnings Growth Narrative

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...
NYSE:TYL
NYSE:TYLSoftware

Tyler Expands Courts Portfolio With For The Record Deal And AI Push

Tyler Technologies (NYSE:TYL) announced the acquisition of For The Record, a company focused on digital court recording solutions. The company is rolling out early access to embedded AI features across its product set for interested clients. Tyler also introduced a new share repurchase program of up to US$1b. Tyler Technologies focuses on software and services for public sector clients, including courts, justice systems and local governments. By adding For The Record, the company is...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is It Too Late To Consider Halozyme Therapeutics (HALO) After A 36% One Year Gain?

If you are wondering whether Halozyme Therapeutics at around US$79.44 is still attractively priced or starting to look expensive, this article takes a closer look at what the current market price might be implying. Over shorter horizons the stock has been mixed, with a 2.2% decline over the last 7 days, an 8.9% return over 30 days, a 13.0% return year to date, and a 36.3% return over 1 year. The 3 year and 5 year returns sit at 58.8% and 59.9% respectively. Recent interest in Halozyme...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (NYSE:AEM) Margin Surge To 37.5% Tests Bearish Cost Narratives

Agnico Eagle Mines (NYSE:AEM) FY 2025 earnings snapshot Agnico Eagle Mines (NYSE:AEM) closed out FY 2025 with Q4 revenue of US$3.6 billion and basic EPS of US$3.04, while trailing twelve month revenue reached US$11.9 billion and EPS came in at US$8.89, alongside a 135.4% rise in earnings over the last year. Over recent periods, the company has seen revenue move from US$8.3 billion and EPS of US$3.79 on a trailing basis at the end of 2024 to US$11.9 billion and EPS of US$8.89 by Q4 2025, with...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Is It Time To Reassess Exact Sciences (EXAS) After The US$105 Abbott Offer?

If you are wondering whether Exact Sciences is still worth your attention at current prices, the key question is how its market value compares with what the business may be worth on paper. The stock last closed at US$103.24, with returns of 0.1% over 7 days, 1.0% over 30 days, 1.5% year to date, 109.4% over 1 year, 62.6% over 3 years, and a 30.2% decline over 5 years. Recent news around Exact Sciences has focused on its position in cancer diagnostics and how its core products fit into...