U.S. Communications Stock News

Why Needham’s call on V.F (VFC) is drawing attention Needham & Company’s decision to add V.F (VFC) to its Conviction List, backed by strong holiday results at The North Face and Timberland and early progress at Vans, has sharpened investor focus on the stock. See our latest analysis for V.F. That call from Needham lands after a sharp shift in sentiment, with a 49.44% 90 day share price return and a 9.36% year to date share price return, even though the 1 year total shareholder return is still...

Newegg Commerce recently participated in CES 2026, where it showcased curated PC hardware, gaming setups and consumer technology experiences developed with industry partners, giving attendees hands-on exposure to real-world performance. This presence underscored Newegg’s effort to deepen its role in gaming and PC culture by extending engagement beyond online retail through initiatives like the Newegg Gamer Zone and Newegg Gamer Community. We’ll now examine how this CES focus on immersive...

ReNew Energy Global’s previously proposed take-private deal fell through after Masdar unexpectedly withdrew from the investor consortium, halting an agreement that had been close to completion. The abrupt withdrawal without a stated reason has shifted attention back to ReNew’s standalone prospects, capital structure flexibility, and alternative financing or ownership options. We’ll now explore how the canceled Masdar-led take-private proposal affects ReNew Energy Global’s investment...

In recent days, American Eagle Outfitters drew fresh attention as multiple banks updated their research views and company insiders both sold and bought shares, reflecting active engagement with the retailer’s outlook. The mix of differing analyst opinions and contrasting insider transactions offers investors a rare real-time glimpse into how professionals and insiders are assessing American Eagle Outfitters’ current position. Next, we’ll examine how this renewed analyst focus on American...

In late 2025, California Resources Corporation and the Los Angeles Rams marked the first year of their “Football Without the Footprint” partnership, using MiQ-certified low-carbon crude oil, natural gas certificates, and local carbon offsets to reduce and offset the team’s travel and facility emissions. This collaboration positions California Resources as an early mover in pairing traditional energy production with verifiable decarbonization services that deliver local environmental...

Polestar Automotive Holding UK PLC recently reported that fourth-quarter 2025 retail sales rose to 15,608 cars, with full-year 2025 sales reaching 60,119 vehicles, both higher than a year earlier. This acceleration in retail volumes, driven partly by shifting production toward Europe to manage U.S. tariffs, highlights how operational adjustments can influence Polestar’s growth profile. We’ll now examine how this strong European-led sales performance updates Polestar’s investment narrative...

If you are wondering whether Cogent Communications Holdings is attractively priced right now, it helps to look past the headline share price and focus on what different valuation methods are saying about the business. The stock last closed at US$22.94, with an 11.3% return over the past 7 days, a 3.7% decline over 30 days, an 11.3% gain year to date, and a 65.9% loss over the past year. This sits alongside a 57.9% 3 year decline and a 48.8% 5 year decline. These moves have played out against...

Linde (LIN) is back on investors’ radar as the market counts down to its fourth quarter 2025 earnings release on February 5, with Europe-focused demand and pricing under particular scrutiny. See our latest analysis for Linde. Linde’s share price has recently picked up, with a 1-day share price return of 1.0% and a 30-day share price return of 13.09%. Its 1-year total shareholder return of 8.67% points to steadier long term compounding and suggests momentum is building into the upcoming...

Why this dividend and buyback move matters for Coca-Cola Consolidated Coca-Cola Consolidated (COKE) has announced a first quarter 2026 dividend of $0.25 per share, alongside a roughly $2.4 billion purchase of all common stock previously held by The Coca-Cola Company. The dividend, payable on February 6, 2026 to shareholders of record on January 23, 2026, comes with a more leveraged balance sheet after the buyback. This change prompted S&P Global Ratings to revise its outlook on the company to...

What Tanger’s latest SEC filing means for investors Tanger (SKT) has furnished a Form 8-K to the SEC that includes a supplemental information package for the quarter ended September 30, 2025. This filing gives investors updated detail on its outlet and open-air retail portfolio. See our latest analysis for Tanger. Tanger’s latest Form 8-K lands after a steady period for the shares, with the stock at $34.11 and a 90-day share price return of 7.10%, while the 5-year total shareholder return of...

In recent months, analysts including Canaccord Genuity have reiterated cautious ratings on YETI Holdings while improving their outlook on the company’s prospects, following its earnings outperformance and solid international expansion. This reassessment, coupled with YETI’s product and geographic pivot and speculation about potential takeover interest, has reinforced investor attention on the brand’s evolving long-term positioning. Next, we’ll examine how this wave of analyst optimism...

If you are wondering whether Churchill Downs is attractively priced or just a value trap, this article will walk through the key numbers that matter. The share price recently closed at US$108.24, with returns of a 3.3% decline over 7 days, a 6.0% decline over 30 days, a 3.3% decline year to date, and a 14.3% decline over the past year. The 3 year and 5 year returns sit at a 2.6% decline and 6.1% respectively. Recent coverage has focused on how investors are reassessing gaming and...

CECO Environmental recently took part in the 28th Annual Needham Growth Conference and highlighted its role in industrial air quality, water treatment, and energy transition solutions, with the presentation made available via its investor relations website. The company’s reported 19% annual revenue growth over the past two years, alongside rising returns on capital and higher adjusted operating profits from cost efficiencies, is drawing fresh attention to how its business model is...

CyberArk Software (CYBR) is back in focus after new research from the company showed only 1% of organizations fully use Just in Time privileged access, despite expanding AI driven identities and shadow privileges. See our latest analysis for CyberArk Software. The fresh research on Just in Time privileged access lands as CyberArk trades at US$456.73, with short-term share price returns mixed but a 1-year total shareholder return of 32.85% and a very large 3-year total shareholder return...

If you are looking at Lennar and wondering whether the current share price offers good value, this article walks through what the numbers are really saying about the stock. The shares recently closed at US$119.25, with returns of 14.4% over the last 7 days, a 0.6% decline over 30 days, 14.4% year to date, 1.3% over 1 year, 36.4% over 3 years and 81.1% over 5 years. Recent market interest in homebuilders like Lennar has been shaped by ongoing discussion around housing supply, mortgage rate...

If you are wondering whether Snap's share price reflects its true worth today, you are not alone. Many investors are asking the same question as the stock trades at US$8.21. Over the short term, the stock has returned 1.0% over the last 7 days and 7.5% over the last 30 days, while the 1 year return sits at a 34.2% decline and the 5 year return at an 83.7% decline, which can change how the market views its potential and risks. Recent coverage has focused on Snap's position in social media and...

H&R Block recently introduced a limited-time offer for new clients, adding its Tax Pro Review service at no extra cost to paid DIY online tax products through February 15, 2026, combining digital filing with professional review and submission. This move highlights H&R Block’s push toward a hybrid, omni-channel tax experience that blends AI tools and human expertise to address rising tax-code complexity. Next, we’ll explore how bundling Tax Pro Review into DIY products could reshape H&R...

On January 7, 2026, EverQuote’s Chief Technology Officer David Brainard sold 5,709 shares of the company, according to an SEC filing, adding to a year-long pattern of insider sales and no purchases. This consistent stream of insider selling, without offsetting insider buying, may influence how investors interpret management’s confidence and risk-reward balance around EverQuote. We’ll now examine how this steady insider selling pattern might affect EverQuote’s existing investment narrative...

MSC Industrial Direct recently reported first-quarter 2026 results showing sales of US$965.68 million and net income of US$51.8 million, both higher than a year earlier, alongside increased earnings per share. The quarter’s performance was underpinned by pricing-driven sales growth and continued expansion of vending and in-plant solutions despite earlier public-sector headwinds. Next, we’ll examine how this pricing-led earnings improvement and expansion of vending and in-plant programs may...

Recent coverage from Freedom Capital Markets and a reported decline in short interest have drawn fresh attention to NioCorp Developments (NB), as investors reassess how sentiment aligns with the company’s rare earths focused business model. See our latest analysis for NioCorp Developments. The recent research coverage and easing short interest come against a mixed trading backdrop, with the share price at US$6.30, a 7 day share price return of 5.88%, a 90 day share price return decline of...

If you are wondering whether BWX Technologies at around US$201 per share looks expensive or still offers value, you are not alone. The stock has seen firm share price moves recently, with returns of 10.8% over the past week, 12.1% over the past month, 10.8% year to date, 77.0% over one year, and 261.1% over three years. The five year return sits at 257.9%. Recent coverage of BWX Technologies has largely focused on its role in capital goods and defense related technology, which has kept...

Figure Technology Solutions (FIGR) is back in the spotlight after its shares reached fresh highs, helped by expectations of further Federal Reserve rate cuts and heightened attention on its new blockchain lending initiatives. See our latest analysis for Figure Technology Solutions. The recent buzz around Figure’s RWA Consortium, Solana based stablecoin launch and rate cut expectations has coincided with strong momentum, with a 7 day share price return of 32.78% and a 30 day share price return...

In early January 2026, Wix.com shares came under pressure amid a broader rotation out of technology, upcoming earnings expectations, and mixed analyst signals pointing to potential near-term underperformance despite ongoing revenue growth. At the same time, upbeat analyst commentary on Wix’s improved platform reliability and growing use for complex website projects highlighted a strengthening competitive position versus traditional alternatives like WordPress and some enterprise...

Tetra Tech (TTEK) stock is in focus after the company secured a Missile Defense Agency SHIELD indefinite delivery, indefinite quantity contract with a ceiling of US$151b, expanding its potential defense related work. See our latest analysis for Tetra Tech. The SHIELD contract headlines a busy period for Tetra Tech, with the planned CEO transition to Roger Argus and upcoming first quarter 2026 results also in focus. A 7.17% one month share price return and a 41.41% five year total shareholder...