U.S. Communications Stock News

In recent days, Raymond James analyst Brian Vaccaro downgraded The Cheesecake Factory (NASDAQ: CAKE) to a Market Perform rating, signaling a more cautious stance on the restaurant operator’s near‑term prospects. This shift in analyst opinion highlights how external research views can influence how investors assess the risk-reward balance for Cheesecake Factory’s business model. Next, we’ll examine how this Raymond James downgrade shapes Cheesecake Factory’s investment narrative and what it...

Fresh all-time high puts Cboe Global Markets in focus Cboe Global Markets (CBOE) just set a fresh all-time high near US$276, as investors respond to its growing role as a multi-asset trading and data platform and recent positive analyst commentary. See our latest analysis for Cboe Global Markets. The move to a new high near US$276.39 comes after a 30-day share price return of 7.9% and a 90-day share price return of 16%, while total shareholder return sits at 39.69% over one year and 223.21%...

Zurn Elkay Water Solutions (ZWS) is back on investors’ radar after reporting quarterly revenue and adjusted EBITDA that topped earlier expectations, while also raising full-year guidance and committing more cash to dividends and share repurchases. See our latest analysis for Zurn Elkay Water Solutions. The latest update comes after a mixed few weeks for the share price, with a 1-day share price return of a 1.60% decline and a 30-day share price return of a 2.17% decline, even as the 1-year...

Earlier this month, Wells Fargo upgraded Monolithic Power Systems to “Overweight,” citing a more favorable outlook for the semiconductor sector and highlighting the company’s strong operating performance and financial condition. This reassessment underscores how sector-wide sentiment can amplify attention on companies viewed as operationally robust, even when their valuations are already elevated. We’ll now examine how Wells Fargo’s upgraded view on the semiconductor outlook reshapes...

The FDA’s Breakthrough Therapy designation for Eli Lilly (LLY) candidate sofetabart mipitecan in platinum resistant ovarian cancer has pushed oncology back into focus for a stock many investors mainly associate with obesity drugs. See our latest analysis for Eli Lilly. The Breakthrough Therapy news lands after a busy start to the year for Eli Lilly, with an AI co-innovation lab launched alongside NVIDIA, new distribution for its obesity medicines through CenterWell Pharmacy, and fresh legal...

In recent weeks, Commercial Metals has attracted positive attention as analysts raised earnings estimates, Zacks assigned it a top momentum ranking, and brokerage research generally characterized the shares favorably. Behind the headlines, active participation by hedge funds and insiders, combined with a broadly positive analyst stance, has sharpened focus on how sentiment is evolving around the company. With this backdrop of rising earnings estimates, we will now examine how these...

Westamerica Bancorporation recently reported fourth-quarter and full-year 2025 results showing year-over-year declines in net interest income, net income, and earnings per share, while also declaring a quarterly cash dividend of US$0.46 per share payable on February 13, 2026. In addition, the board appointed marketing and business strategy veteran Carter Welch as an independent director effective February 26, 2026, signaling a potential shift in how the bank thinks about growth and client...

UFP Technologies (UFPT) has drawn fresh attention after its recent share price move, with the stock closing at US$258.68. Investors are weighing that level against the company’s longer term return profile. See our latest analysis for UFP Technologies. That soft 1 day share price return of 2.99% and 7 day share price return of 0.71% comes after a stronger run, with a 30 day share price return of 9.05% and a 90 day share price return of 29.33%. The 3 year total shareholder return of about 2.4x...

In January 2026, Mirum Pharmaceuticals issued earnings guidance for 2026, projecting total product revenue of US$630 million to US$650 million. This outlook highlights the company’s confidence in its existing products and late-stage clinical pipeline as key revenue contributors. Next, we’ll examine how Mirum’s revenue guidance for 2026 shapes the company’s investment narrative and longer-term commercial profile. AI is about to change healthcare. These 109 stocks are working on everything...

Sysco Corporation is approaching its fiscal 2026 second-quarter earnings release, with analysts expecting year-over-year gains in both earnings per share and revenue, supported by stronger U.S. Foodservice volumes and contributions from its International segment despite the prior Mexico joint venture divestiture. An interesting element of this setup is management’s emphasis on structural improvements, such as disciplined expense management and volume momentum, as key drivers of anticipated...

Why Texas Pacific Land is back on investors’ radar Texas Pacific Land (TPL) has drawn fresh attention after agreeing to partner with Bolt Data & Energy on large-scale data center campuses and committing a US$50 million investment tied to equity and water supply rights. See our latest analysis for Texas Pacific Land. The recent partnership announcement and insider buying interest have come alongside a 20.66% 1 month share price return and a 16.43% year to date share price return, set against a...

Hasbro (HAS) has drawn fresh attention after adding Doug Bowser, former President and COO of Nintendo of America, and Carla Vernón, CEO of The Honest Company, to its Board of Directors. See our latest analysis for Hasbro. The board appointments arrive at a time when short term momentum has been picking up, with a 30-day share price return of 7.41% and a 90-day gain of 13.56%. At the same time, the 1-year total shareholder return of 60.60% and 3-year total shareholder return of 73.50% point to...

If you are wondering whether PNC Financial Services Group is priced attractively right now, it helps to start by looking past the ticker and into what the current share price might actually reflect. The stock recently closed at US$219.39, with returns of 2.6% over the last 30 days and 14.0% over the past year, while the last 7 days showed a 1.7% decline and the 3 and 5 year returns sit at 51.6% and 83.2% respectively. These moves come as investors continue to reassess large US banks and...

In January 2026, SS&C Technologies Holdings, Inc. secured expanded mandates from Fundsmith and PensionBee while reporting the lowest SS&C GlobeOp hedge fund redemption notices in five years. Together, these developments underline SS&C’s depth in fund administration, ETF and retirement solutions, and its role as a key infrastructure provider to asset managers. Next, we will examine how SS&C’s deepening ties with Fundsmith and PensionBee might shape the company’s broader investment...

Why Smithfield Foods is on investors’ radar today Smithfield Foods (SFD) is drawing attention after recent share price moves, with the stock showing mixed short term performance but a positive shift over the past 3 months and year to date. See our latest analysis for Smithfield Foods. The recent 1 day share price return of a 1.52% decline and 7 day share price return of a 2.99% decline contrast with a 90 day share price return of 5.52%. This pattern suggests momentum has been gradually...

Symbotic Inc. recently drew attention as investors weighed solid revenue trends against a negative EPS, mixed analyst views, and an earnings report that was upcoming at the time but has since passed. Market interest has centered on how effectively Symbotic can expand margins and roll out new retail automation deployments, including software and subscription offerings, as potential catalysts. Next, we’ll examine how Symbotic’s execution on retail automation deployments could influence the...

Century Communities (CCS) is back on investors’ radar after Citizens issued a positive research rating and the homebuilder highlighted new communities in Texas and North Carolina, pairing analyst attention with visible project-level activity. See our latest analysis for Century Communities. The recent stream of Grand Opening events in Texas and North Carolina has arrived alongside mixed market performance, with a 30 day share price return of 10.09% but a 1 year total shareholder return...

Why First Financial Bankshares’ latest earnings drew investor attention First Financial Bankshares (FFIN) has been in focus after reporting record full year net income of US$253.6 million, stronger fourth quarter earnings, a higher net interest margin, and lower net charge offs. For 2025, the bank reported net interest income of US$500.89 million and basic earnings per share from continuing operations of US$1.77, compared with US$426.74 million and US$1.56 a year earlier. See our latest...

In January 2026, iRhythm Technologies raised its full-year 2025 revenue guidance to exceed the prior October range and issued new 2026 revenue guidance of about US$870 million to US$880 million, implying roughly 17% to 18% year-over-year growth. The company attributed this upgraded outlook to record fourth-quarter 2025 revenue unit volume, pointing to strong demand for its cardiac monitoring services and devices. Next, we will examine how iRhythm’s upgraded 2025 guidance and double-digit...

How ModuTec Fits Into Adient (ADNT) Today Adient (ADNT) has put its new ModuTec modular seat system at the center of its story, highlighting shorter assembly times, higher automation potential, and more flexible production for automakers. For you as an investor, ModuTec matters because it directly addresses long standing challenges in traditional seat manufacturing, such as complex workflows, labor intensive steps, and factory floor constraints. See our latest analysis for Adient. The ModuTec...

In December 2025, Rimini Street announced it had expanded its global partnership with Tidewater, the leading operator of offshore support vessels, to deliver broader ERP support, including Oracle PeopleSoft, SAP systems, and new tax software across the company’s operations. This move to consolidate Tidewater’s regional financial processes into a single global platform is material because it can improve efficiency, strengthen compliance, and better support the company’s energy exploration and...

In January 2026, Chinese regulators, including the State Administration for Market Regulation and tax authorities, launched large on-site investigations into PDD Holdings over alleged fraudulent deliveries, tax irregularities and prior physical clashes between employees and inspectors, leading to fines and business disruption. The regulatory clampdown has sparked multiple U.S. law firm probes into potential securities law violations, highlighting broader concerns about PDD’s internal...

In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure. Behind the headlines, the company’s multi‑billions project backlog and expanding presence in electrification and AI‑driven data center work have become central to how investors view its long‑term relevance. We’ll now examine how Quanta’s record backlog and growing role in electrification could influence its investment narrative...

Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor demand. Analysts at Needham and Stifel responded by upgrading their views on Cohu, highlighting its exposure to high-bandwidth memory trends and an emphasis on structurally higher profitability. Next, we’ll examine how Cohu’s earnings surprise and high-bandwidth memory exposure shape its...