U.S. Communications Stock News

Analyst optimism and earnings expectations move Cheesecake Factory shares Recent bullish commentary around Cheesecake Factory (CAKE), focused on same store sales expectations and the likelihood of an earnings beat in 2026, has helped support a more optimistic tone toward the stock. See our latest analysis for Cheesecake Factory. Cheesecake Factory shares trade at US$61.72 after a firm year to date run, with a 16.87% year to date share price return and a 25.54% total shareholder return over 1...

If you are wondering whether Equitable Holdings at around US$41.10 is pricing in too much optimism or not enough, you are in the right place to assess what that tag might actually represent. The stock’s recent returns are mixed, with a 1.5% decline over the last 7 days, a 7.6% gain over the last 30 days, a 14.3% decline year to date, and a 15.3% decline over the last year, set against a 70.6% return over 3 years and 36.0% over 5 years. Recent coverage around Equitable Holdings has focused on...

Wondering if Sonoco Products at around US$48.45 is priced for opportunity or risk? This article walks through what the current share price might be implying about value. The stock has seen a 15.6% decline over the past 7 days and a 9.3% decline over 30 days, while still sitting on a 9.2% year to date return and 9.8% return over 1 year. This gives mixed signals about how the market is currently treating it. Recent headlines around Sonoco Products have focused on how the share price...

If you are wondering whether Campbell's current share price still reflects its true worth or if the market has gone too far in one direction, this breakdown will help you separate sentiment from value. Campbell's last closed at US$20.62, with shareholders seeing a 1.8% decline over 7 days and a 25.6% decline year to date, contributing to a 39.8% decline over the past year. These moves sit against a backdrop of ongoing attention on packaged food companies. Investors are closely watching how...

Intel Q1 2026 results in focus Intel (INTC) has just opened its 2026 reporting year with Q1 numbers that sit against a recent run of uneven earnings, with quarterly revenue in late 2025 around US$13.7 billion and basic EPS ranging from a loss of US$0.67 to a profit of US$0.90 per share over the past few quarters. The company has seen revenue hold in a band of roughly US$12.7 billion to US$14.3 billion per quarter since early 2024, while trailing twelve month EPS has remained negative despite...

ASML Holding (NasdaqGS:ASML) used its latest AGM to upgrade its 2026 sales outlook. The company launched a new €12b share buyback program running through 2028. ASML also announced a €1.3b semiconductor partnership with Mistral AI focused on AI related chip capacity. ASML Holding (NasdaqGS:ASML) sits at the center of high end chip manufacturing, supplying lithography tools that are critical for producing advanced semiconductors. With AI buildouts and data center spending in focus across the...

This article examines whether Matson, at around US$172 per share, still offers value or if most of the opportunity has already been priced in, by exploring what the current market price might be implying. Recent returns have been strong, with the stock up 4.9% over 30 days, 39.3% year to date, and 70.4% over 1 year, following a 162.8% return over 3 years and 182.1% over 5 years. These moves come against a backdrop of ongoing interest in shipping and logistics companies and investor focus on...

Brown & Brown (NYSE:BRO) has completed its largest acquisition to date with the purchase of Accession, adding a sizeable team and new revenue streams. The company is in the middle of integrating Accession while responding in court to a U.S. broker start up that has hired away some of its employees and clients. Together, the acquisition and legal action point to a period of material change for Brown & Brown beyond routine quarterly updates. Brown & Brown operates as an insurance brokerage...

Robert Half (RHI) Q1 2026 earnings snapshot Robert Half (RHI) opened 2026 with Q1 revenue of US$1.3 billion and basic EPS of US$0.14, setting the tone for how the year may shape up after a period of shifting profitability. Over recent quarters, revenue has moved in a relatively tight band between US$1.30 billion and US$1.38 billion, while quarterly EPS has ranged from about US$0.17 to US$0.53. Investors are watching how much of that top line turns into earnings as conditions evolve. With...

ECB Bancorp (ECBK) has just wrapped up Q1 2026 with trailing twelve month revenue of US$31.7 million and basic EPS of US$0.96, alongside full year 2025 net income of US$7.8 million. Over the past year, the company has seen revenue move from US$26.0 million to US$31.7 million, while basic EPS shifted from US$0.48 to US$0.96 on a trailing basis, paired with a reported 94.7% earnings increase year over year. For investors, the key story now is how this earnings surge lines up with a higher net...

Hamilton Lane (NasdaqGS:HLNE) has launched a new Credit Income Fund targeting private credit exposure for a broader investor base. The firm has converted its Private Infrastructure Fund to an interval fund structure, with access now also available in tokenized form through Republic's digital platform. These changes expand access to private credit and infrastructure for private wealth and other non institutional investors. Hamilton Lane, trading at $94.84, is reshaping how investors can...

If you are wondering whether Knight-Swift Transportation Holdings is still attractively priced after a strong run, the starting point is understanding how its current share price lines up against different measures of value. The stock recently closed at US$65.20, with returns of 1.2% over 7 days, 15.7% over 30 days, 24.8% year to date, 70.0% over 1 year, 20.3% over 3 years and 46.3% over 5 years. These returns can change how the market views both its potential and its risks. Recent coverage...

Gaming and Leisure Properties (GLPI) opened 2026 with Q1 revenue of US$420 million and basic EPS of US$0.82, while trailing twelve month EPS reached US$3.17 and net income came in at US$891 million with a 55% net margin. Over the past year, revenue has moved from US$1.55 billion to US$1.62 billion and trailing basic EPS has gone from US$2.83 to US$3.17, alongside earnings growth of 15% and an increase in net margin from 50% to 55%. Together with trailing funds from operations of about US$1.11...

Packaging Corporation of America (NYSE:PKG) reported strong first quarter operational performance, with record corrugated shipments in its legacy operations despite cost and weather headwinds. The company highlighted progress integrating Greif’s containerboard business, including efficiency gains across the Packaging segment. PCA outlined substantial annual synergy targets from the Greif integration and is implementing significant price increases in its packaging business. Packaging...

Rapport Therapeutics recently reported Phase 2a follow-up data for its investigational epilepsy drug RAP-219 in drug-resistant focal onset seizures, showing sustained reductions in both long episodes and clinical seizures over a 16-week period with generally favorable tolerability. An intriguing aspect of the update is RAP-219’s longer-than-previously-estimated 22-day half-life, which appears to maintain therapeutic receptor occupancy and seizure control well beyond the initial 8-week dosing...

SiriusPoint recently received an upgrade from S&P Global Ratings, which raised the financial strength ratings of its core insurance subsidiaries to ‘A’ and the holding company rating to ‘BBB+,’ citing a stronger capital position, consistent underwriting results, and a lower-risk underwriting and investment profile. This higher credit profile could broaden SiriusPoint’s access to capital and counterparties, potentially reinforcing confidence in its underwriting platform and balance sheet...

Cintas Corporation previously announced that its Board of Directors approved a quarterly cash dividend of US$0.45 per share, payable on June 15, 2026, to shareholders of record as of May 15, 2026, extending a 42-year streak of annual dividend increases since its 1983 IPO. This latest dividend decision, alongside a history of consistently raising payouts, highlights Cintas’ ongoing emphasis on returning capital to shareholders as a core element of its business model. Next, we’ll examine how...

Everforth’s recent share slide Everforth (ASGN) has seen its share price under pressure, with the stock down about 52% over the past month and 63% over the past 3 months, drawing attention to its current valuation. See our latest analysis for Everforth. The recent 52% 7 day share price decline and 59% year to date share price return continue a longer trend, with a 63% 1 year total shareholder return loss pointing to fading momentum as investors reassess Everforth’s risk and growth profile. If...

Wondering if Sysco at around US$76.56 is still a fair deal or starting to look expensive? This article breaks down what the current share price might be implying about the company. Over shorter periods, the stock has been mixed, with a 0.4% return over 7 days, a 7.5% decline over 30 days, a 5.4% gain year to date, and 11.0% over the last year, which can change how investors think about both opportunity and risk. Recent coverage has focused on Sysco's role in the food distribution sector,...

First Hawaiian (FHB) opened Q1 2026 earnings season with trailing 12 month revenue of US$853.6 million and EPS of US$2.21, backed by Q4 2025 revenue of US$218.2 million and EPS of roughly US$0.57 as net income reached US$69.9 million. Over recent quarters, revenue has moved from US$188.9 million in Q4 2024 to US$200.5 million in Q1 2025, then to US$213.0 million in Q2 2025 and US$221.9 million in Q3 2025, while quarterly EPS has ranged from about US$0.41 to US$0.59 over the same period. With...

Keurig Dr Pepper (NasdaqGS:KDP) has completed its acquisition of JDE Peet's, creating a broader global coffee platform. The company plans to separate into two public businesses, Beverage Co. and Global Coffee Co., in a significant shift in corporate structure. The split is designed to give each business a more focused mandate in packaged beverages and coffee, respectively. Keurig Dr Pepper, trading at $29.22, is entering a new phase with this reorganization, following a mixed share...

Wondering if Church & Dwight at around US$95 is priced for opportunity or caution? This article walks through what the current share price may be implying about the stock's value. The stock has had a mixed run recently, with a 1.9% decline over the last 7 days, a 0.7% gain over the last 30 days, a 15.0% return year to date, and a 3.1% decline over the last year. Recent market conversations around Church & Dwight have focused on how its share price performance compares with the wider...

Apogee Enterprises (APOG) has laid out a mixed set of FY 2026 numbers, with Q3 revenue at US$348.6 million and basic EPS of US$0.78 alongside trailing twelve month EPS of US$1.87. Over recent quarters, revenue has ranged between US$341.3 million and US$358.2 million, while basic EPS has moved from a loss of US$0.13 per share in Q1 FY 2026 to US$1.40 at one point in FY 2025. This is setting the stage for investors to focus on how margins are holding up after a year marked by compressed...

SS&C Technologies Holdings (SSNC) opened 2026 with Q1 revenue of US$1.6 billion and basic EPS of US$0.94, alongside trailing twelve month revenue of US$6.4 billion and EPS of US$3.33 that frame the latest quarter in a wider context. Over recent periods the company has seen quarterly revenue move from US$1.51 billion in Q1 2025 to US$1.65 billion in Q4 2025 and US$1.65 billion in Q1 2026, while quarterly EPS has ranged from US$0.74 in Q2 2025 to US$1.01 in Q4 2024 and US$0.94 in the latest...