U.S. Communications Stock News

nVent Electric plc recently declared a regular quarterly cash dividend of US$0.21 per ordinary share for the first quarter of 2026, a 5% increase over the prior US$0.20 payout, payable on February 6, 2026 to shareholders of record on January 23, 2026. This dividend increase highlights management’s willingness to raise cash returns alongside its infrastructure growth ambitions in data centers, utilities, and electrification. Next, we will explore how this 5% dividend increase may influence...

TechnipFMC announced it was awarded a substantial Engineering, Procurement, Construction, and Installation contract by Eni S.p.A. for the Coral North floating liquefied natural gas development offshore Mozambique, valued between US$250 million and US$500 million and booked into its second-quarter 2025 orders. This new FLNG award reinforces TechnipFMC’s role in deepwater gas projects, adding to its backlog of integrated subsea work in ultra-deep waters around 2,000 meters. We’ll now consider...

Flywire (FLYW) has quietly bounced, with shares up about 3% over the past week and 11% over the past month, even though the stock remains down sharply year to date. See our latest analysis for Flywire. That recent rebound has only chipped away at a tough year, with the share price still showing a steep year to date share price loss and a three year total shareholder return that points to fading long term momentum, even as some investors are tentatively re rating the growth story. If Flywire...

Royal Caribbean Cruises (RCL) caught a fresh wave of buying interest after Carnival’s upbeat quarter reinforced strong cruise demand. At the same time, RCL’s new buyback, dividend, and a lower rate backdrop sharpen the stock’s appeal. See our latest analysis for Royal Caribbean Cruises. Those catalysts are landing against a strong backdrop, with the share price up 11.2% over the past month and a robust year to date, while the three year total shareholder return of roughly 498% shows how...

Natera (NTRA) just got a fresh spotlight after JAMA Oncology published phase III data showing its Signatera test can flag stage III colorectal cancer patients who benefit meaningfully from adding celecoxib to standard chemotherapy. See our latest analysis for Natera. The latest JAMA Oncology data caps a string of Signatera wins and has helped fuel a sharp swing in sentiment, with a roughly 34 percent 3 month share price return and a powerful 3 year total shareholder return of about 458...

On December 11, 2025, Yum China Holdings increased its equity buyback authorization by US$1,000 million, bringing the total program to US$5.40 billions. This larger repurchase pool highlights management’s commitment to returning capital to shareholders and underscores confidence in the company’s cash generation and balance sheet strength. Next, we’ll examine how this expanded share repurchase capacity may influence Yum China’s investment narrative, particularly its projected earnings per...

Klaviyo recently amended its bylaws to permit up to two Chief Executive Officers and appointed board member Chano Fernández as co-CEO alongside co-founder Andrew Bialecki, effective January 1, 2026. This move, combined with fresh bullish analyst coverage and recent insider share sales by Bialecki, raises important questions about leadership structure, governance, and investor confidence. We’ll now explore how Fernández’s arrival as co-CEO could influence Klaviyo’s investment narrative and...

Raymond James Financial recently reported that client assets under administration rose 10% year over year to a record US$1.77 trillion, driven by strong advisor recruiting and supportive equity markets, while investment banking revenues dipped early in the quarter due to deal timing. At the same time, analysts at TD Cowen and Bank of America Securities reiterated Hold ratings and insider share sales picked up, even as Raymond James continued furnishing detailed monthly operating data that...

Trending interest in Monster Beverage (MNST) is being fuelled by upbeat institutional commentary, a high profile webinar on its outlook, and fresh debate over valuation as short interest edges higher. Investors are clearly paying attention. See our latest analysis for Monster Beverage. That enthusiasm is turning up in the price action too, with Monster’s share price at $76.26 after a strong year to date and a solid 1 year total shareholder return, suggesting momentum is still building despite...

Hess Midstream (HESM) has paired a leadership shake up with fresh 2026 guidance, naming Kristi McCarthy as board chair, adding Chevron executive Barbara Harrison, and outlining higher net income and throughput targets. See our latest analysis for Hess Midstream. The leadership refresh and 2026 guidance arrive after a mixed stretch, with the share price at $33.86 and a year-to-date share price return of negative 9.92 percent, contrasted against a resilient 5-year total shareholder return of...

Neurocrine Biosciences (NBIX) just kicked off a randomized, double blind, placebo controlled Phase 2 trial of NBI-1117568 in adults with Bipolar I manic episodes, a meaningful pipeline step that helps explain recent investor interest. See our latest analysis for Neurocrine Biosciences. At around a 145 dollar share price, Neurocrine has delivered a solid 1 year total shareholder return of roughly 6 percent, with the recent Phase 2 update helping underpin steadily improving sentiment despite...

Driivz, a Vontier (VNT) company, has secured a spot on the Electric Vehicle Charging Accessibility Network’s Qualified Products List after clearing strict tests on interoperability, security, reliability, and data management, strengthening its position with public-sector EV customers. See our latest analysis for Vontier. Vontier’s push in smart EV infrastructure comes as the stock trades at $37.86, with a solid 1 month share price return of 8.51 percent but a softer 3 month share price return...

Jazz Pharmaceuticals (JAZZ) has quietly outperformed much of the biotech space this year, with the stock up about 35% year to date, even after a recent month of weaker trading. See our latest analysis for Jazz Pharmaceuticals. At a latest share price of $166.99, Jazz’s roughly 29% 3 month share price return and 34% one year total shareholder return suggest momentum is still building as investors warm to its pipeline progress and earnings trajectory. If Jazz’s run has you thinking more broadly...

Earlier this week, Citigroup initiated research coverage on VSE Corporation (NASDAQ: VSEC), assigning the aviation aftermarket services provider a Strong Buy rating and publishing a detailed outlook on the business. The entry of a major Wall Street firm into formal coverage adds a new layer of external scrutiny and endorsement that could influence how investors view VSE’s aviation-focused transformation and earnings potential. We’ll now examine how Citigroup’s bullish initiation and added...

Earlier this month, Medical Properties Trust announced a 12% increase in its quarterly dividend, authorized a US$150,000,000 share repurchase program, and reported progress re-tenanting troubled hospital assets, including a new lease with NOR Healthcare Systems for six California facilities. The combination of a higher dividend, buyback authorization, and improved leasing on previously distressed properties highlights management’s focus on reinforcing cash flows despite ongoing leverage and...

First Watch Restaurant Group recently reported a past “beat-and-raise” quarter, with headline growth flattered by a temporary benefit from lower egg prices rather than broad-based operational improvement. Beneath the strong top-line print, concerns have emerged around weakening unit economics, slowing same-store sales, and franchisee exits, raising questions about the durability of its growth model. Next, we’ll examine how this reliance on one-time commodity tailwinds could reshape First...

Earlier in December 2025, Kymera Therapeutics announced positive Phase 1b results for KT-621 in moderate to severe atopic dermatitis, followed by the FDA granting Fast Track designation to the oral STAT6 degrader for this chronic, debilitating condition. These KT-621 data, which showed biologics-like effects across multiple biomarkers and clinical endpoints in an oral, once-daily format, could meaningfully reshape expectations for Kymera’s protein degradation platform in Type 2 inflammatory...

Oppy, now integrated with Dole Diversified North America, has already launched a Florida strawberry program under the DOLE brand, adding over 300 acres of premium production to support a year-round supply during key winter demand months. This move deepens Dole’s presence in branded berries, using Florida production to strengthen winter category performance and enhance supply reliability for retailers. Next, we’ll examine how expanding year-round DOLE-branded strawberry supply could influence...

Earlier this month, OneMain Finance issued US$1.00 billion of 6.750% senior unsecured notes due 2033, guaranteed by OneMain Holdings, to extend and diversify its funding base under standard covenants and redemption terms. At the same time, analysts have turned more cautious with Hold ratings and an uptick in insider share sales, highlighting growing attention on OneMain’s funding costs and governance signals. We’ll now explore how this large unsecured debt issuance and cautious analyst...

Recent commentary on Tractor Supply highlights ongoing pressure on its sales performance, with three-year annual revenue growth of 4.4% and disappointing same-store sales suggesting customers are not fully embracing its product offering or store experience. At the same time, a relatively low gross margin of 36.4% points to challenges from commoditized inventory, tough competition, and potentially weak store-level economics that could be harder to fix given the company’s already large revenue...

Western Union (WU) has quietly outperformed the broader market over the past month, climbing around 14% even as its one year return still sits slightly negative. This is a setup value-focused investors tend to watch closely. See our latest analysis for Western Union. That 13.5% 30 day share price return has arrived despite an 8.4% year to date share price decline and a slightly negative one year total shareholder return. This suggests sentiment may be turning as investors reassess Western...

Johnson Controls International (NYSE:JCI) just put its retail tech ambitions front and center, rolling out new AI powered Sensormatic sensors and analytics that promise sharper shopper insights, leaner staffing, and potentially stickier in store sales. See our latest analysis for Johnson Controls International. That launch lands at a strong moment for Johnson Controls International, with the share price at $119.53 and supported by a 51.40% year to date share price return and a 186.30% five...

If you are looking at Insulet and wondering whether the recent price makes it a buy, hold, or avoid, you are not alone. This stock often divides opinion among growth focused investors. After a strong run to around $289.62, the shares are still up 12.8% year to date and 10.0% over the last year, even though the stock has slipped 0.6% in the past week and 12.5% over the past month and remains roughly flat over 3 years while still compounding at 13.2% over 5 years. Recent attention has centred...

Oruka Therapeutics (ORKA) shares have been moving after the company added Chris Martin to its board, a commercial veteran whose launch and M&A track record could reshape how investors think about Oruka’s pipeline. See our latest analysis for Oruka Therapeutics. The market seems to be buying into that narrative already, with a 1 day share price return of 13.11% and a 90 day share price return of 104.63%. The 1 year total shareholder return of 51.62% suggests momentum has been building rather...