U.S. Communications Stock News

In late January 2026, Intuitive Surgical announced that the U.S. FDA cleared its da Vinci 5 system for a range of minimally invasive cardiac procedures, while by December 31, 2025 it had completed a long-running share repurchase totaling 27,136,985 shares for US$7.95 billions. These developments highlight how Intuitive is pairing major technological advances in high-complexity surgery with substantial capital returns, reinforcing confidence in its innovation-led model. Next, we’ll examine...

Griffon (GFF) kicked off Q1 2026 with revenue of US$649.1 million and basic EPS of US$1.44, setting the tone against a trailing twelve month revenue base of about US$2.5 billion and TTM EPS of US$0.99. Over recent quarters the company has seen revenue move between US$611.7 million and US$662.2 million, while quarterly EPS has ranged from a loss of US$2.65 to a high of US$1.56. This has left investors focused on how current margins frame the story behind this latest print. See our full...

IAC Inc. has reported its fourth quarter and full-year 2025 results, with sales of US$645.98 million for the quarter and US$2.39 billion for the year, alongside much lower net losses than the prior year and ongoing share repurchases that have retired 14.92% of its stock since 2020. While annual sales declined compared with 2024, IAC’s reduced losses, focus on off-platform and AI-related revenues, and completion of a sizeable buyback program underscore how the business is reshaping its...

If you are wondering whether Reddit's current share price reflects its true worth, you are not alone. This article walks through how that value stacks up using several common valuation frameworks. Despite the recent buzz around the stock, Reddit has seen sharp pullbacks, with the share price at US$139.83 after a 22.4% decline over 7 days, 42.8% over 30 days and 42.2% year to date, while the 1 year return sits at a 37.9% decline. Recent headlines have focused heavily on Reddit's role as the...

If you are wondering whether News is priced attractively today, this article walks through what the current share price may be implying about the company. The stock recently closed at US$22.50, with returns of a 16.8% decline over 7 days, a 15.0% decline over 30 days, a 14.1% decline year to date and a 22.0% decline over 1 year. This sits against a 23.7% gain over 3 years and a 0.8% decline over 5 years. These mixed returns sit against an ongoing flow of company and sector news, which has...

Why Project Vault and Wolfsberg’s License Renewal Matter for Critical Metals The latest move in Critical Metals (NasdaqGM:CRML) was sparked by the White House confirming Project Vault, a nearly US$12b critical minerals stockpile plan, alongside fresh regulatory milestones across the company’s lithium and rare earth portfolio. For you as an investor, the key angle is that these policy moves and approvals arrive while Critical Metals remains pre revenue. As a result, attention is squarely on...

Blackstone Infrastructure, part of NYSE:BX, has proposed a US$11.5b acquisition of TXNM Energy, the owner of Public Service Company of New Mexico. The transaction is under review by regulators in New Mexico, with hearings drawing participation from community advocates and industry groups. Public concerns focus on potential electricity rate changes and how effectively regulators can oversee a private equity backed utility owner. For Blackstone, TXNM Energy would add a regulated utility...

Enova International reported fourth-quarter 2025 revenue of US$501.89 million and net income of US$78.98 million, capping a full year in which revenue reached US$1.83 billion and net income was US$308.39 million, both higher than the prior year. The company also completed a sizeable share repurchase program while preparing to integrate its pending Grasshopper Bank acquisition, signaling a focus on both capital returns and expanding its lending platform. Next, we’ll examine how Enova’s record...

The Carlyle Group Inc. recently reported fourth-quarter 2025 revenue of US$1,901.1 million and net income of US$358.1 million, alongside a quarterly dividend declaration of US$0.35 per share payable in February 2026. Management highlighted a record year for fee-related earnings, strong fundraising that exceeded original inflow targets, and assets under management reaching US$477 billion, underpinned by vigorous IPO activity and accelerated monetizations. We’ll now explore how Carlyle’s...

In early February 2026, Equifax reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued full-year 2026 revenue guidance of US$6.66–US$6.78 billion, and confirmed substantial share repurchases under its US$3 billion buyback program. Management highlighted growing contributions from cloud- and AI-enabled products, including new fraud and income-verification tools, as central to its 2026 growth and margin ambitions despite an expected small decline in...

If you are wondering whether Polaris at around US$69.33 offers genuine value or is simply drawing attention after a strong run, this article is intended to help you weigh that up clearly and calmly. The stock has returned 8.6% over the last 7 days, 4.3% year to date and 64.9% over the last year, alongside 3 year and 5 year returns of 32.7% and 33.7% declines, which presents a mixed picture of momentum and risk. Recent share price moves sit against a backdrop of ongoing interest in outdoor...

Kinsale Capital Group (NYSE:KNSL) announced a higher cash dividend for shareholders. The increase comes alongside annual growth in net premiums. Book value per share also showed annual growth, supporting the dividend decision. The move reflects management confidence in the company’s earnings power and capital position. Kinsale Capital Group focuses on the excess and surplus lines insurance market, a segment that often serves risks standard insurers are less willing to cover. For readers...

Gencor Industries (GENC) opened fiscal Q1 2026 with revenue of US$23.6 million and basic EPS of US$0.23, setting a clear marker for its latest quarterly performance. The company reported quarterly revenue of US$31.4 million in Q1 2025, followed by US$38.2 million, US$27.0 million and US$18.8 million across the 2025 financial year, while EPS over that stretch ranged from a high of US$0.42 to a low of US$0.13. With trailing 12 month net income of US$15.3 million and EPS of US$1.04, the latest...

Church & Dwight (NYSE:CHD) announced a broad slate of new product launches planned for 2026 across several core brands. The lineup includes THERABREATH toothpaste, ARM & HAMMER Dual Defense cat litter and a new fresh laundry detergent, HERO acne cleansers and Mighty Shield, and a material change in TROJAN condoms. The 2026 portfolio expansion targets a range of consumer needs in oral care, household care, acne care, and sexual health products. Church & Dwight, the consumer products company...

TransMedics Group recently reported strong year-over-year revenue growth, expanded its dedicated organ transport aviation fleet, and moved further toward a recurring-revenue, full-service model built around its Organ Care System technology. An interesting angle is the company’s plan to launch its first international National OPO Program in Italy and pursue kidney applications, signaling a broadening role across global transplant workflows. We’ll now examine how TransMedics Group’s shift to a...

If you are wondering whether Sprinklr's current share price reflects its true worth, you are not alone. Many investors are asking the same question before making their next move. The stock has recently been under pressure, with a 6.0% decline over the last week, a 21.4% decline over the last month, and a 30.9% decline over the past year. This weaker share price performance sits alongside ongoing attention on Sprinklr's position in customer experience software and how it stacks up against...

Zacks recently upgraded Atlantic Union Bankshares (AUB) to a Buy rating after analysts raised their earnings estimates, a shift that has drawn fresh attention to the bank’s dividend profile and recent payout decisions. See our latest analysis for Atlantic Union Bankshares. Beyond the dividend news and analyst upgrade, Atlantic Union Bankshares has seen firm positive momentum, with a 30 day share price return of 11.59% and a 90 day share price return of 27.92% from a last close of $41.78. Over...

SiTime agreed to acquire the timing business assets of Renesas Electronics in a deal valued up to $3.2b. The agreement will expand SiTime's product portfolio by more than tenfold and deepen its focus on precision timing solutions. Renesas' CEO is expected to join SiTime's board, and the companies plan to integrate SiTime's MEMS timing technology into Renesas' embedded products. For investors watching NasdaqGM:SITM, this move comes with the stock at $418.69 and a 1-year return of 132.8%...

Gorman-Rupp (GRC) FY 2025 earnings snapshot Gorman-Rupp (GRC) closed out FY 2025 with Q4 revenue of US$166.6 million and basic EPS of US$0.52, setting the tone for a year where trailing twelve month revenue reached US$682.4 million and EPS came in at US$2.02. Over the past several quarters, the company has seen revenue move from US$162.7 million in Q4 2024 to US$166.6 million in Q4 2025, while quarterly EPS shifted from US$0.42 to US$0.52. These results sit on top of earnings growth of 32.2%...

Yum! Brands (NYSE:YUM) plans to close 250 underperforming Pizza Hut locations across the US as part of a broader business review. The company is evaluating options for Pizza Hut, including a potential sale of the brand. The review also covers technology upgrades and updated franchise agreements across the Pizza Hut system. Yum! Brands, the owner of KFC, Taco Bell and Pizza Hut, sits at the center of the global quick service restaurant market, where digital ordering, delivery and off premise...

M&T Bank (MTB) recently appointed Jeff Carpenter as Regional President of Massachusetts, a leadership change that puts fresh attention on how its Boston centered operations fit into the broader investment case for the stock. See our latest analysis for M&T Bank. The leadership change in Massachusetts comes as M&T Bank's share price has been firming, with a 12.44% 30 day share price return and a 26.43% 90 day share price return. Its 1 year total shareholder return of 22.38% sits alongside a...

A fire at a Casey’s General Store location prompted a large emergency response and caused damage to the site. The incident raises questions around store operations, safety procedures, and potential repairs at the affected location. Casey’s General Stores, NasdaqGS: CASY, operates a broad network of convenience stores and fuel stations that depend on consistent daily operations. When a single site is taken offline by an incident like a fire, it highlights the operational risks that come with...

Group 1 Automotive, Inc. reported its full-year 2025 results on January 29, 2026, with revenue rising to US$22.57 billion from US$19.93 billion, while net income eased to US$325.2 million and diluted EPS from continuing operations declined to US$25.13. Alongside integrating new dealership operations and restructuring its UK footprint, the company completed a substantial buyback program, retiring 6.98 million shares for US$1.65 billion since 2020. Next, we’ll examine how record revenue growth...

If you are wondering whether Martin Marietta Materials at around US$690 a share still offers value, this article will walk through what the current price really implies. The stock has recently recorded returns of 5.8% over 7 days, 3.5% over 30 days, 8.8% year to date, 28.8% over 1 year, 100.0% over 3 years and 115.2% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent attention on infrastructure and construction materials...