U.S. Communications Stock News

NasdaqGS:QNST
NasdaqGS:QNSTInteractive Media and Services

QuinStreet (QNST) EPS Surge To US$0.88 Tests Bearish Earnings Decline Narrative

QuinStreet (QNST) has just posted Q2 2026 results with revenue of US$287.8 million and basic EPS of US$0.88, putting a spotlight on how its top and bottom lines are tracking after a year of swinging into profitability on a trailing basis. The company has seen quarterly revenue move from US$282.6 million in Q2 2025 to US$287.8 million in Q2 2026, while basic EPS has shifted from a US$0.03 loss to US$0.88 over the same period, giving investors a clearer view of how margins are now flowing...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Reassessing Fiserv (FISV) Valuation After Sector Jitters And New Affirm BNPL Partnership

Fiserv (FISV) is back in focus after its share price dropped following weaker results from peer PayPal, even as Fiserv announced a new collaboration with Affirm to extend buy now, pay later features to debit cards. See our latest analysis for Fiserv. Putting the Affirm partnership and recent sector worries together, Fiserv’s 1-day share price return of 2.67% comes after a weaker 7-day share price return of 5.85% and a much steeper 1-year total shareholder return loss of 73.92%. This suggests...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Assessing Celsius Holdings (CELH) Valuation After Expanded PepsiCo Alliance And Distribution Reach

Recent commentary on Celsius Holdings (CELH) has focused on the company’s expanded alliance with PepsiCo and its broader distribution reach, with some analysts highlighting potential implications for earnings, market share, and competitive positioning. See our latest analysis for Celsius Holdings. At a share price of US$50.57, Celsius has had a mixed few weeks, with a 1-day share price return of 5.42% contrasting with a 7-day share price return of 3.64% and a 30-day share price return of...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Assessing Serve Robotics (SERV) Valuation After Recent Share Price Rebound And Analyst Target Discount

Serve Robotics (SERV) has drawn fresh attention after recent trading, with the stock up about 16% over the past day, modestly higher over the past week, yet showing declines over the month and the past 3 months. See our latest analysis for Serve Robotics. The latest 16.2% 1 day share price return at a share price of $10.675 contrasts with a 30 day share price return of a 20.8% decline and a 1 year total shareholder return of a 45.2% decline, suggesting recent momentum is picking up after a...
NYSE:NCLH
NYSE:NCLHHospitality

Norwegian Cruise Line Holdings (NCLH) Is Up 6.2% After Record Premium Bookings For Oceania Sonata Launch Day - Has The Bull Case Changed?

In early February 2026, Oceania Cruises, a subsidiary of Norwegian Cruise Line Holdings, reported record-breaking launch-day bookings for its new Oceania Sonata ship, with demand so strong that the company increased the allocation of high-yield suite accommodations for its inaugural season. This surge in premium bookings highlights robust appetite for higher-end cruise experiences and reinforces Norwegian Cruise Line Holdings’ emphasis on expanding its luxury-focused fleet over the coming...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power Lawsuits Put DOE Loan Access And Hydrogen Plans Under Scrutiny

Multiple class action lawsuits have recently been filed against Plug Power (NasdaqCM:PLUG) over alleged misleading statements about access to Department of Energy loan funds. The suits claim investors were misled about the company’s ability to build hydrogen production facilities as originally communicated. These actions follow abrupt executive departures and a major shift in Plug Power’s hydrogen production plans. The legal challenges focus on corporate governance, disclosure practices, and...
NYSE:SPG
NYSE:SPGRetail REITs

Simon Property Group Ramps Up Buybacks And Redevelopment At Near Fair Value

Simon Property Group (NYSE:SPG) has authorized a $2b share repurchase program. Veteran real estate executive Martin J. Cicco has been appointed to the company’s Board of Directors. The company has launched a $250m redevelopment initiative for three premier retail properties acquired from Taubman Realty Group. Simon Property Group enters these moves with its shares at $199.6 and a track record of strong multi year returns, including 16.6% over the past year and 138.3% over five years. Recent...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

A Look At Riot Platforms (RIOT) Valuation After Recent Volatile Share Price Moves

Riot Platforms triggered article Riot Platforms (RIOT) continues to draw attention from Bitcoin focused investors, with recent returns showing a 20% move over the past day, alongside mixed performance over the past month and the past 3 months. See our latest analysis for Riot Platforms. That sharp 19.8% 1 day share price return comes after weaker recent momentum, with a 7 day share price return of 6.6% and a 90 day share price return of 15.1%. The 3 year total shareholder return of 162.3%...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Uses Equity Grants To Support Rare Disease Pipeline And Talent

BioCryst Pharmaceuticals (NasdaqGS:BCRX) granted inducement stock options and restricted stock units to 24 newly hired employees. The equity awards are part of the company’s talent acquisition and retention program and were approved in connection with these hires. BioCryst focuses on treatments for rare diseases and infectious conditions, areas that often require specialized expertise and long development cycles. Bringing in 24 new employees with equity incentives indicates that the company...
NYSE:DOW
NYSE:DOWChemicals

Dow Valmet Tie Up Targets Net Zero Ethylene And Margin Pressures

Dow (NYSE:DOW) is working with Valmet to supply advanced process analytical solutions for its Path2Zero project at Fort Saskatchewan. The collaboration is focused on supporting what Dow describes as the world's first net zero emissions ethylene cracker. The Path2Zero project is part of Dow's broader effort to cut emissions across its operations and reshape how basic chemicals are produced. For you as an investor, this move sits at the intersection of heavy industry and cleaner production...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Security Push Meets Prediction Market Legal Challenge In Nevada

Coinbase Global (NasdaqGS:COIN) has expanded its integration with Crypto ISAC to share continuous, high confidence threat intelligence across the crypto sector. The company is also facing a regulatory lawsuit in Nevada that challenges the legality of its event contract or prediction market products in the U.S. Coinbase runs one of the largest crypto trading platforms and related services, placing cybersecurity and regulatory clarity at the center of its business model. The deeper link with...
NYSE:ATR
NYSE:ATRPackaging

AptarGroup (ATR) Slower 4.9% Earnings Growth Tests Long Term Bullish Narrative

AptarGroup’s FY 2025 Earnings Set Against Easing Growth Momentum AptarGroup (ATR) closed FY 2025 with fourth quarter revenue of US$962.7 million and basic EPS of US$1.14, compared with US$848.1 million and EPS of US$1.52 in the same quarter a year earlier. Trailing twelve month EPS for Q4 stood at US$5.97 on revenue of US$3.8 billion. Over the last 12 months, earnings growth of 4.9% sat below the 13.3% five year pace and came alongside a net profit margin of 10.4% versus 10.5% the prior year...
NYSE:UAA
NYSE:UAALuxury

Under Armour (UAA) Q3 EPS Loss Deepens And Tests Bullish Earnings Recovery Narratives

Under Armour (UAA) has just posted Q3 2026 results with revenue of US$1.3 billion and a basic EPS loss of US$1.01, as the company continues to work through an unprofitable stretch. Over recent quarters, revenue has moved between US$1.1 billion and US$1.4 billion, while basic EPS has ranged from a small profit of roughly zero to a loss of just over US$1.01. This has prompted investors to focus less on top line stability and more on how quickly margins can be repaired from here. See our full...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Solutions Q1 2026 Margin Compression Rekindles Bearish Narratives On Earnings Power

Skyworks Solutions (SWKS) Q1 2026 earnings snapshot Skyworks Solutions (SWKS) opened fiscal Q1 2026 with revenue of US$1.0 billion and basic EPS of US$0.53, alongside net income of US$79.2 million, setting a measured tone for the new financial year. The company has seen quarterly revenue move from US$1.03 billion in Q4 2024 to US$1.10 billion in Q4 2025 and then to US$1.04 billion in Q1 2026, while EPS has ranged from US$0.38 in Q4 2024 to US$1.01 in Q1 2025 and US$0.53 in the latest quarter...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Is MercadoLibre’s (MELI) Brazil Shipping Push Rewriting Its Long-Term Margin Story?

In recent months, MercadoLibre has doubled down on long-term growth by lowering free shipping thresholds in Brazil and driving higher user activity, while institutional investors such as C WorldWide Group increased their holdings and others, including Aubrey Capital Management, exited positions entirely. This combination of an aggressive reinvestment push in its core e-commerce ecosystem and sharply mixed institutional flows underlines how polarized market views on MercadoLibre’s growth path...
NYSE:FLR
NYSE:FLRConstruction

A Look At Fluor (FLR) Valuation As Backlog Grows Across Urban Solutions And Long Term Projects

Fluor (FLR) is back on many watchlists after attention around its large construction backlog, and that interest now coincides with a governance shift as the company appoints a new Chief Accounting Officer. See our latest analysis for Fluor. Fluor’s recent governance change and focus on a large construction backlog come as the share price trades at $46.92, with a 1 day share price return of 4.34% and a 1 year total shareholder return decline of 4.90%, alongside a 5 year total shareholder...
NYSE:SLB
NYSE:SLBEnergy Services

Kuwait Mutriba Contract Could Be A Game Changer For SLB’s Integrated Model (SLB)

SLB announced that Kuwait Oil Company has awarded it a five-year, US$1.50 billion integrated contract for the Mutriba field in Kuwait, covering design, development and production management of high-pressure, high-temperature sour reservoirs. The deal deepens SLB’s role as an end-to-end project partner, highlighting growing demand for integrated solutions on technically challenging and remote oil and gas fields. We’ll now examine how this expanded, integrated role in Kuwait’s Mutriba field...
NYSE:AOS
NYSE:AOSBuilding

Why A. O. Smith (AOS) Is Up 7.5% After Profit-Focused 2025 Results And 2026 Outlook

A. O. Smith reported its fourth-quarter and full-year 2025 results in the past, with sales holding roughly steady at US$912.5 million for the quarter and US$3.83 billion for the year, while net income and diluted EPS from continuing operations increased year over year. The company paired this profit-focused performance with 2026 guidance calling for up to US$4.02 billion in net sales and US$4.15 in EPS, and continued a long-running buyback that has retired over a third of its shares since...
NYSE:PUMP
NYSE:PUMPEnergy Services

A Look At ProPetro Holding (PUMP) Valuation After Its $150 Million Follow On Equity Offering

Why ProPetro Holding (PUMP) just raised fresh equity ProPetro Holding (PUMP) has completed a $150 million follow on equity offering, issuing 15,000,000 common shares at $10 each with a $0.475 discount per share, a move that reshapes its capital base. See our latest analysis for ProPetro Holding. The equity raise comes after a choppy stretch, with a 30 day share price return of 20.73% and a 1 year total shareholder return of 30.85%, suggesting momentum has been picking up recently. If this...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Dexcom Stelo AI Update Links Glucose Data To Everyday Metabolic Health

Dexcom (NasdaqGS:DXCM) is rolling out advanced AI-enabled features to its Stelo glucose monitoring platform. The update introduces detailed nutrition logging with an extensive food database and integrated meal tracking. A redesigned Daily Insights interface will offer more personalized health feedback for metabolic health management. The AI-driven Stelo upgrades are set for a nationwide rollout, expanding the platform’s consumer reach. Dexcom, known for continuous glucose monitoring...
NYSE:CCO
NYSE:CCOMedia

A Look At Clear Channel Outdoor (CCO) Valuation After Recent Share Price Momentum

Clear Channel Outdoor Holdings (CCO) has caught investor attention recently, with the stock moving alongside fresh interest in its out of home advertising business as well as its digital and data focused RADAR solutions. See our latest analysis for Clear Channel Outdoor Holdings. The stock is trading at US$2.17 after a 4.83% 1 day share price return and a 15.43% 90 day share price return. The 1 year total shareholder return of 59.56% points to building momentum rather than fading interest. If...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Settlement Clarifies IPO Legal Risk And Valuation Debate

Rivian Automotive (NasdaqGS:RIVN) has agreed to a proposed $250 million cash settlement in a major securities class action lawsuit. The case centers on disclosures made around Rivian’s IPO and covers a broad group of shareholders. The settlement is subject to court approval before becoming final. For you as an investor, the key point is that Rivian is moving to resolve a long running legal issue tied to its IPO disclosures. With the shares recently at $14.8 and a 1 year return of 18.6%,...
NYSE:BWA
NYSE:BWAAuto Components

Assessing BorgWarner (BWA) Valuation As Earnings Outlook Brightens And Uptrend Strengthens

Dividend and earnings events bring BorgWarner (BWA) into focus BorgWarner (BWA) has moved into the spotlight after its board declared a quarterly dividend of $0.17 per share, alongside rising interest in the company’s upcoming February 11 earnings webcast. See our latest analysis for BorgWarner. The latest quarterly dividend news and anticipation around the February 11 earnings webcast come as BorgWarner’s share price shows firm momentum, with a 10.1% 30 day share price return, a 16.3% 90 day...
NYSE:TNK
NYSE:TNKOil and Gas

Is It Too Late To Consider Teekay Tankers (TNK) After Its Strong Five Year Run?

If you are wondering whether Teekay Tankers is still priced attractively after its recent run, this article will walk you through what the current share price might be implying about value. The stock closed at US$66.74, with returns of 3.4% over the last 7 days, 13.1% over 30 days, 29.6% year to date, 67.2% over 1 year, 112.1% over 3 years, and a very large 5 year gain. Recent attention on Teekay Tankers has focused on its position in the tanker market and how investors are reacting to...