U.S. Communications Stock News

NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Deepens Role In Defense AI Security And Long Term IT Programs

Leidos Holdings (NYSE:LDOS) is accelerating migrations of Defense Agencies to DODNet as part of the multi billion dollar Defense Enclave Services program. The company secured a federal contract to deliver integrated AI and Zero Trust security solutions for critical defense networks. Leidos announced new partnerships with RegScale and Trustible to automate cybersecurity compliance, continuous monitoring, and AI risk management for federal agencies. For investors watching defense IT...
NasdaqGS:CVRX
NasdaqGS:CVRXMedical Equipment

CVRx (CVRX) Q3 Loss Near US$12.9 Million Reinforces Profitability Concerns Despite Growth Narratives

Setting the scene on CVRx's latest results CVRx (CVRX) has reported third quarter FY 2025 revenue of US$14.7 million with a basic EPS loss of US$0.49, alongside trailing twelve month revenue of US$56.0 million and a basic EPS loss of US$2.02, giving investors a clear view of a company still in investment mode. The company has seen quarterly revenue move from US$11.8 million in Q2 2024 to US$14.7 million in Q3 2025. Quarterly basic EPS losses have ranged between US$0.43 and US$0.65 over the...
NYSE:NEU
NYSE:NEUChemicals

Has The Recent Share Price Slide Opened An Opportunity In NewMarket (NEU)?

Are you wondering if NewMarket's current share price reflects its real worth, or if the recent moves have opened up a mispricing you could potentially take advantage of? The stock last closed at US$592.80, after an 18.1% decline over the past week and a 16.4% decline over the past month. This comes even though the 1 year, 3 year and 5 year returns sit at 11.1%, 82.1% and 67.3% respectively. Recent attention on NewMarket has focused on its role in the materials sector and how investors are...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Earnings Highlight Persistent US$811 Million Q4 Loss Challenging Bullish Narratives

Rivian Automotive (RIVN) just closed out FY 2025 with fourth quarter revenue of US$1.3 billion, a basic EPS loss of US$0.66, and net income loss of US$811 million, setting the tone for how investors will read the full year. Over the past six quarters, revenue has moved between US$874 million in Q3 2024 and US$1.7 billion in Q4 2024, while quarterly basic EPS has ranged from a loss of US$0.48 in Q1 2025 to a loss of US$1.08 in Q3 2024. This highlights a business that is scaling the top line...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Is It Too Late To Consider MillerKnoll (MLKN) After Recent Share Price Rebound

If you are wondering whether MillerKnoll at around US$21.78 still offers value or if the easy gains are gone, this article will explain what the current price reflects in more detail. The stock has shown a mixed pattern, with a 13.2% return over the last 30 days and 19.3% year to date, but a 3.4% decline over the past week and a 32.0% decline over five years that some investors may still have in mind. Recent coverage has focused on how MillerKnoll fits into the commercial services and office...
NYSE:FBIN
NYSE:FBINBuilding

Margin Compression To 6.7% Tests Bullish Smart Home Narrative At Fortune Brands Innovations (FBIN)

How Fortune Brands Innovations' FY 2025 Numbers Stack Up Against the Story Fortune Brands Innovations (FBIN) just closed out FY 2025 with Q4 revenue of US$1,077.5 million and basic EPS of US$0.63, alongside net income of US$76.4 million, putting fresh numbers on the table for investors watching the story play out. The company has seen quarterly revenue range from US$1,033.1 million to US$1,203.3 million over the year, while basic EPS moved between US$0.42 and US$0.83. This gives a clearer...
NYSE:FRT
NYSE:FRTRetail REITs

Federal Realty (FRT) Reports Q4 FFO Loss Challenging Bullish Narratives On Earnings Quality

Federal Realty Investment Trust posts mixed FY 2025 finish as one off item weighs on FFO Federal Realty Investment Trust (FRT) has wrapped up FY 2025 with Q4 revenue of US$334.4 million, Basic EPS of US$1.50 and Funds From Operations of a US$465.1 million loss, while trailing twelve month revenue came in at about US$1.3 billion and Basic EPS at US$4.69. Over recent periods, revenue has moved from US$312.8 million in Q4 2024 to US$334.4 million in Q4 2025, while Basic EPS has shifted from...
NYSE:CTRE
NYSE:CTREHealth Care REITs

CareTrust REIT (CTRE) Earnings Growth Challenges Cautious Narratives On Dilution And Dividend Coverage

CareTrust REIT (CTRE) FY 2025 earnings snapshot CareTrust REIT (CTRE) has just wrapped up FY 2025 with fourth quarter revenue of US$134.9 million and basic EPS of US$0.50, rounding out a trailing twelve month revenue line of US$476.4 million and EPS of US$1.57. Over the past few reported periods, revenue has moved from US$86.9 million in Q4 2024 to US$134.9 million in Q4 2025, while quarterly basic EPS shifted from US$0.29 to US$0.50. The trailing net profit margin was reported at 67.3%,...
NYSE:LNC
NYSE:LNCInsurance

Lincoln National Q3 Margin Recovery Reinforces Bullish Valuation Narratives

Lincoln National’s FY 2025 Earnings Snapshot Lincoln National (LNC) has just put fresh numbers on the table, with Q3 FY 2025 revenue of US$4.6 billion and basic EPS of US$2.15 setting the tone for its latest update. The company has seen quarterly revenue move from US$4.2 billion in Q3 FY 2024 to US$4.6 billion in Q3 FY 2025, while basic EPS has swung from a loss of US$3.29 to a profit of US$2.15 over the same period. This highlights how reported earnings have shifted across the past year...
NYSE:TOST
NYSE:TOSTDiversified Financial

Toast (TOST) Margin Breakthrough Reinforces Bullish Profitability Narratives

Toast FY 2025 earnings snapshot Toast (TOST) reported first half FY 2025 revenue of US$2.9b with basic EPS of US$0.24, setting the tone for a year where profitability is firmly in focus. The company has seen revenue move from US$2.3b in the first half of 2024 to US$2.6b in the second half and then to US$2.9b in the first half of 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in early 2024 to US$0.16 and then US$0.24. With trailing net margins now higher than a year ago...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

Has The Pullback In Science Applications International (SAIC) Opened A Valuation Opportunity?

If you are wondering whether Science Applications International is starting to look interesting at current levels, this article will walk through what that price actually implies for its underlying value. The stock closed at US$86.61, with returns of an 11.9% decline over the past 7 days, a 19.9% decline over 30 days, a 14.4% decline year to date and a 13.0% decline over 1 year, as well as a roughly flat 0.1% gain over 5 years, which may have shifted how investors see its risk and potential...
NasdaqCM:IMUX
NasdaqCM:IMUXBiotechs

A Look At Immunic (IMUX) Valuation After CEO Transition MS Data And US$200m Financing

Immunic (IMUX) has been in focus after a busy stretch, with board and leadership changes, fresh clinical data in multiple sclerosis, and a large private placement that brought in new and existing institutional investors. See our latest analysis for Immunic. The recent CEO transition plan, fresh MS data and the US$200.0m private placement appear to have coincided with sharp short term momentum, with a 7 day share price return of 47.18% and year to date share price return of 56.52%. This is set...
NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Columbia Financial Northfield Merger Puts Focus On Growth And Execution Risks

Columbia Financial, NasdaqGS:CLBK, has announced an agreement to acquire Northfield in a significant merger deal. The transaction is expected to combine two established regional banking franchises and materially change Columbia Financial's business profile. Investors are watching the deal for its potential impact on Columbia Financial's operations, balance sheet mix, and market reach. For shareholders, the news arrives with Columbia Financial shares at $18.41 and a mixed return profile. The...
NasdaqGS:PACB
NasdaqGS:PACBLife Sciences

Pacific Biosciences Of California (PACB) Q4 Losses Highlight Ongoing Profitability Concerns Despite Revenue Base

Pacific Biosciences of California (PACB) just wrapped up FY 2025 with Q4 revenue of about US$44.6 million and a basic EPS loss of US$0.13, alongside a full year trailing revenue base of roughly US$160.0 million and a trailing basic EPS loss of US$1.82. Over recent quarters, the company has seen revenue move from US$39.2 million in Q4 2024 to US$44.6 million in Q4 2025. Quarterly basic EPS has shifted from a small profit of US$0.01 in Q4 2024 to losses between US$0.13 and US$1.44 across FY...
NYSE:MH
NYSE:MHConsumer Services

McGraw Hill CEO Shift Highlights AI Push And Valuation Question

McGraw Hill (NYSE:MH) has appointed Philip Moyer as President and CEO, succeeding Simon Allen. The company is accelerating its push into AI powered education tools, gaining market share in higher education. McGraw Hill has been recognized as a leading user of AI in education and is rolling out new AI platforms with a focus on STEM. For investors watching NYSE:MH, the leadership transition comes as the company leans further into digital and AI centered offerings. The stock last closed at...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Is ON Semiconductor (ON) Fairly Priced After Recent Share Price Strength?

If you are wondering whether ON Semiconductor is priced attractively right now, it helps to step back and look at how the current share price lines up with different valuation checks. The stock last closed at US$72.21, with returns of 10.8% over 7 days, 19.2% over 30 days, 27.4% year to date, 39.3% over 1 year, an 11.8% decline over 3 years, and 72.5% over 5 years. Recent price action has been shaped by ongoing investor interest in semiconductor names and how they might fit into themes such...
NYSE:HCI
NYSE:HCIInsurance

Is HCI Group (HCI) Still Attractive After Recent Share Price Pullback?

If you are trying to figure out whether HCI Group at around US$157.96 is still good value or already priced for perfection, you are in the right place. The stock has seen mixed returns, with a 3.3% decline over the last 7 days, a 10.5% decline over the last 30 days, a 14.1% decline year to date, a 34.6% gain over the last year and a very large 3 year return of 215.5% alongside a 192.5% return over 5 years. Recent price moves often tie back to changing views on insurance risk, regulatory...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Shrinking TTM Loss At 10x Genomics (TXG) Tests Bearish Earnings Narratives

10x Genomics FY 2025 earnings snapshot 10x Genomics (TXG) closed FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM EPS loss of US$0.35 that keeps the focus squarely on the income statement. Over recent quarters the company has seen revenue range between US$149.0 million and US$172.9 million per quarter, with basic EPS swinging from a profit of US$0.28 in Q2 2025 to losses of US$0.28 in Q1, US$0.22...
NYSE:FLO
NYSE:FLOFood

Flowers Foods (FLO) Quarterly Loss And 1.6% Margin Test Bullish Earnings Narratives

Flowers Foods (FLO) just posted fourth quarter FY 2025 revenue of US$1.2b with a basic EPS loss of US$0.32, while trailing twelve month EPS came in at US$0.40 on revenue of US$5.3b. The company has seen quarterly revenue move from US$1.1b and EPS of US$0.20 in Q4 2024 to US$1.2b and EPS of US$0.19 in Q3 2025 before the latest quarterly loss, setting up a results season where investors are weighing weak reported profitability against forecasts for stronger earnings ahead. With net profit...
NYSE:IT
NYSE:ITIT

Gartner (IT) Margin Reset To 11.2% Challenges Bullish Earnings Narratives

Gartner FY 2025 earnings snapshot Gartner (IT) has wrapped up FY 2025 with Q4 revenue of US$1.8b and basic EPS of US$3.36, alongside net income of US$242.2m, setting the tone for how investors will read the year as a whole. Over recent quarters, the company has seen revenue move from US$1.5b in Q1 2025 to US$1.7b in Q2 and US$1.5b in Q3. Basic EPS has ranged from US$2.73 to US$3.36 across the year, giving you a clear view of how earnings are tracking through the cycle. With trailing net...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group Q4 Combined Ratio Of 71.7% Reinforces Quality Underwriting Narrative

Kinsale Capital Group (KNSL) has wrapped up FY 2025 with fourth quarter revenue of US$483.3 million and EPS of US$6.01, underpinned by net income of US$138.6 million and a combined ratio of 71.7%. The company has seen quarterly revenue move from US$412.1 million in Q4 2024 to US$423.4 million in Q1 2025, US$469.8 million in Q2, US$497.5 million in Q3 and US$483.3 million in Q4 2025. EPS shifted from US$4.71 in Q4 2024 through US$3.85, US$5.79 and US$6.12 across the first three quarters of...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero Energy (VLO) Still Attractive After A 52% One Year Share Price Surge?

If you are wondering whether Valero Energy is still good value after its recent run, you are not alone. This article looks squarely at what you are paying for each dollar of the business. The share price closed at US$200.17, with returns of 7.3% over 30 days, 21.1% year to date, 52.3% over 1 year and 69.2% over 3 years, while the last 7 days showed a 1.2% decline. Recent headlines around Valero Energy have centered on its role as a large US refiner and how investors are weighing fuel demand...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Assessing First Hawaiian (FHB) Valuation After Recent Share Price Swings

First Hawaiian (FHB) has drawn investor attention after recent share price swings, including a small 1 day gain alongside a decline over the past week, prompting closer focus on its fundamental profile. See our latest analysis for First Hawaiian. That small 0.8% 1 day share price gain sits against a softer 7 day share price return of a 3.4% decline, while a 90 day share price return of 8.5% and 1 year total shareholder return of 1.2% point to modest, but still positive, longer term...
NYSE:RPT
NYSE:RPTMortgage REITs

Rithm Property Trust (RPT) Q3 Revenue Of US$3.6 Million Tests Bullish Growth Narratives

Rithm Property Trust (RPT) has put out its latest FY 2025 numbers with third quarter total revenue of US$3.6 million and basic EPS of a US$0.21 loss, following second quarter revenue of US$4.7 million with EPS of US$0.08. Over recent quarters, the company has seen revenue move from US$5.4 million in Q4 2024 to a US$0.9 million loss in Q1 2025, alongside EPS shifting from US$0.35 to a US$0.49 loss. This leaves investors weighing how much of the current earnings profile reflects temporary...