U.S. Communications Stock News

Earlier this month, Deere & Company expanded its Board from 10 to 11 directors by appointing Cargill Chair and CEO Brian Sikes as an independent director and committee member, while also announcing the upcoming retirement of President, John Deere Financial and CIO Raj Kalathur in January 2026 and affirming a quarterly dividend of US$1.62 per share payable in February 2026. At the same time, President Donald Trump’s public pressure on farm‑equipment pricing and plans to ease environmental...

Earlier this month, Xsolla announced a collaboration with HP to link HP’s Gaming Garage learning platform with Xsolla’s Accelerator, aiming to support over 100,000 aspiring game developers globally through integrated education, incubation, and studio launch pathways. This initiative highlights how HP is using its gaming and education platforms to build long-term engagement with future creators, even as analysts focus on the pressures rising memory costs may place on its core PC business. Now...

If you have been wondering whether Intuitive Surgical is still worth buying at these levels, you are not alone. This breakdown is designed to help you decide with numbers, not hype. The stock has cooled off recently, down about 2.4% over the last week and 3.5% over the last month, but it is still up 6.1% year to date and 98.1% over three years and 117.7% over five years. Those moves sit against a backdrop of steady demand for robotic assisted surgery systems, with hospitals continuing to...

Moog (MOG.A) has quietly rewarded patient shareholders, with the stock up about 21% this year and roughly 19% over the past 3 years, outpacing many industrial and defense peers. See our latest analysis for Moog. That kind of steady 30 day share price return, combined with a powerful multi year total shareholder return, suggests momentum is building as investors reassess Moog's growth prospects and defense exposure at its current 239.2 dollar share price. If Moog's run has you rethinking the...

If you are wondering whether Unity Software is still a bargain after its big rebound, or if the easy money has already been made, this breakdown will help you think through whether the current price really makes sense. The stock has climbed 9.8% over the last week, 13.6% over the past month, and is now up 99.8% year to date. However, the 5 year return of -66.6% is a reminder of how quickly market sentiment around Unity can swing. Recent price action has come alongside ongoing investor...

Earlier this month, Leidos announced a collaboration with CargoSeer to integrate its advanced AI trade-analysis algorithms into the Mezzo™ Enterprise Software Platform, aiming to enhance non-intrusive inspection and border security by giving customs and border agencies instant, unified intelligence on goods crossing international borders. This pairing of Leidos’ inspection software with CargoSeer’s analytics highlights how digital intelligence is becoming central to balancing security...

Wondering if Globant is a beaten down tech name or a quiet value opportunity waiting to be rediscovered? This breakdown will help you decide whether the current price really makes sense. Despite a modest 7.9% rise over the last month, the stock is still down 67.7% year to date and 68.7% over the past year, which indicates that sentiment has been heavily reset even as some investors are starting to edge back in. Recent news has focused on Globant doubling down on digital transformation, AI...

Helios Technologies has announced that Billy Aldridge will become President of its Electronics Segment on January 4, 2026, after serving as Senior Vice President, Managing Director of the segment since March 31, 2025, and building a career across Enovation Controls, FW Murphy, and Brunswick’s MerCruiser/Mercury division. This appointment elevates a leader with deep electronics and OEM experience at a time when Helios is emphasizing customer engagement and growth in its Electronics...

Beam Therapeutics has released updated Phase 1/2 BEACON trial data for its investigational sickle cell therapy risto-cel, showing efficient cell collection, high base-editing levels, and sustained increases in protective hemoglobin F alongside reductions in harmful hemoglobin S in patients with severe vaso-occlusive crises. A key insight is that risto-cel’s manufacturing process appears both efficient and predictable, with most patients needing only a single stem cell collection cycle, which...

If you are wondering whether EchoStar is still a smart buy after its huge run up, or if you have already missed the best part of the move, this breakdown will help you think through whether the current price really makes sense. The stock has surged, jumping 39.6% over the last week, 45.9% in the past month, and an eye-catching 357.1% year to date, which has dramatically changed how the market is pricing its future. These gains have been driven by a wave of attention around EchoStar's role in...

If you have been wondering whether Centrus Energy is still worth buying after its massive run up, you are not alone. This stock has quickly moved from niche nuclear play to front row on many investors watchlists. Even after a recent pullback of 1.3% over the last week and 8.8% over the last month, the share price is still up an eye catching 257.3% year to date and 252.3% over the past year, with longer term holders sitting on gains above 1,000% over five years. That turbocharged performance...

Customers Bancorp (CUBI) is back on investors’ radar after fresh Wall Street coverage highlighted its expanding commercial banking teams and its growing cubiX real time payments platform, a combination that is reshaping its deposit base and funding costs. See our latest analysis for Customers Bancorp. The latest coverage comes as the share price has climbed to $71.65 and logged a robust year to date share price return of just over 51%, while the five year total shareholder return above 300%...

Zoetis Inc. recently announced that Health Canada has approved Portela (relfovetmab injection), a monoclonal antibody designed to provide three months of osteoarthritis pain relief for cats with a single dose, following earlier approval in the European Union. The approval adds a longer-acting companion to Solensia in Zoetis’ feline osteoarthritis portfolio, underscoring how product innovation and geographic expansion could shape its future role in chronic pet pain management. We’ll now...

BWX Technologies (BWXT) just stacked two meaningful wins: a long term Owner's Engineer role on Bulgaria's Kozloduy nuclear expansion and delivery of TRISO fuel for the U.S. Project Pele microreactor, and investors are paying attention. See our latest analysis for BWX Technologies. These wins come after a powerful run, with BWX Technologies’ share price delivering a year to date return of 61.15 percent and a three year total shareholder return of 210.11 percent, suggesting momentum is still...

If you are wondering whether Amphenol is still a smart buy after its huge run, or if you are late to the party, this breakdown will help you assess whether the current price makes sense. The stock has paused recently, remaining flat over the last week and down about 3.6% over the past month. That follows a climb of roughly 101% year to date and 90.1% over the last year. These gains have been supported by steady demand for Amphenol's connectivity and sensor solutions across data centers,...

If you are wondering whether NetApp at around $119 a share is a hidden value play or a stock that has already run its course, you are not alone. This breakdown is designed to unpack exactly that question. The stock has quietly climbed 2.9% over the last week and 8.1% over the last month, yet it is only up 3.0% year to date and is actually down 1.4% over the past year, even after more than doubling over 3 and 5 years. Those mixed returns come as NetApp keeps sharpening its focus on cloud data...

In the past quarter, Zimmer Biomet Holdings reported mixed third-quarter results, with organic sales growth and an earnings beat, but overall revenue came in below consensus expectations, unsettling some investors. This contrast between stronger underlying demand indicators and softer headline revenue highlights how closely the market is watching Zimmer Biomet’s execution on growth. We’ll now explore how the mixed revenue performance, despite organic sales growth, could influence Zimmer...

Kratos Defense & Security Solutions (KTOS) just opened a new 10,000 square foot PT6A and PT6T engine overhaul facility in Vancouver, a strategic expansion aimed at tightening its North American service network and improving operational efficiency. See our latest analysis for Kratos Defense & Security Solutions. The new Vancouver site adds to a year where momentum has clearly been building, with a roughly 191 percent year to date share price return and a remarkable 707 percent three year total...

American Bitcoin (ABTC) has been whipsawed since its post IPO lockup expired, with the stock sliding more than 60% over the past month as pent up insider supply finally hit the market. See our latest analysis for American Bitcoin. Zooming out, the heavy selling after the post IPO lockup expiry has simply accelerated a downtrend that was already in place. A roughly 70% year to date share price return underscores how momentum has clearly shifted from speculative enthusiasm to heightened risk...

Firefly Aerospace (FLY) has quietly staged a short term rebound, with the stock up roughly 9% over the past day and 11% over the past month, even as the past 3 months remain deeply negative. See our latest analysis for Firefly Aerospace. Those near term share price gains sit against a much tougher backdrop, with the year to date share price return still sharply negative. This suggests recent momentum may reflect shifting expectations about Firefly Aerospace's growth path and risk profile...

Hewlett Packard Enterprise (HPE) just delivered an earnings update that put its AI and networking pivot front and center, combining stronger non GAAP profitability, hefty new AI system orders, and a higher 2026 earnings outlook. See our latest analysis for Hewlett Packard Enterprise. The latest earnings beat and upbeat 2026 guidance have added fuel to a trend that was already positive, with a 17.65% year to date share price return and a powerful 139.37% five year total shareholder return...

Axon Enterprise (AXON) has had a choppy stretch, with the stock slipping over the past 3 months but still showing strong multi year gains, so it is worth asking what the market is really pricing in. See our latest analysis for Axon Enterprise. After a sharp pullback that left the 90 day share price return at negative 24.33 percent and the 1 year total shareholder return at negative 11.53 percent, Axon still sits on a powerful three year total shareholder return of 227.56 percent. This...

If you are wondering whether Core & Main is still worth buying after its big run, you are not alone. This article will unpack what the current share price really implies about its value. The stock has climbed 10.4% over the last week and 8.5% over the past month, adding to a hefty 177.8% gain over three years, so expectations and risk perceptions have clearly shifted. Investors have been reacting to Core & Main's continued expansion in water infrastructure and fire protection distribution,...

In early December 2025, Remitly Global used its Investor Day to outline preliminary 2026 guidance and medium-term 2028 targets, including revenue of US$2.60 billion to US$3.00 billion and adjusted EBITDA of US$575 million to US$600 million while aiming to meet a Rule of 40 framework. Management also introduced new offerings such as Remitly One and Remitly Business and highlighted plans to expand value-added financial services, signaling a push beyond core remittances toward a broader global...