U.S. Communications Stock News

Fresh analysis of SolarEdge Technologies (SEDG) is zeroing in on weaker megawatt shipments and negative EBITDA, prompting investors to reassess demand trends, funding flexibility, and what this softer backdrop might mean for future shareholder dilution risk. See our latest analysis for SolarEdge Technologies. Those weaker megawatt shipments and negative EBITDA are landing in a stock that has already swung hard this year, with a near doubling year to date share price return, but a brutal three...

Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above its original target. The combination of stronger-than-expected top-line performance and outsized private credit fundraising signals firm momentum in TPG’s fee-generating platform and investor demand for its credit strategies. We’ll now examine how this stronger-than-expected...

Intercontinental Exchange (ICE) is drawing fresh attention after Expero agreed to embed ICE cross asset data into its Connected Finance platform, just as November trading volumes and open interest showed solid year over year gains. See our latest analysis for Intercontinental Exchange. Those data wins and solid November metrics come against a backdrop where the share price, now around $163.21, has posted a roughly mid single digit 1 year total shareholder return, but a much stronger multi...

In early December 2025, Cushman & Wakefield used its Investor Day to outline a refreshed plan to grow leasing, capital markets and higher-value services, while also highlighting data centers as a priority focus area. This sharper emphasis on scaling recurring, higher-margin service lines and data center capabilities signals a push to diversify beyond traditional, more cyclical commercial real estate revenue streams. We’ll now examine how this renewed focus on higher-margin services and...

Packaging Corporation of America (PKG) just made a big operational call at its Wallula mill, permanently closing one paper machine and kraft pulping. The move cuts capacity but targets meaningfully lower costs and better long term earnings power. See our latest analysis for Packaging Corporation of America. The restructuring news lands after a choppy stretch for the stock, with a 1 month share price return of 3.98 percent but a weaker year to date share price return of negative 8.95 percent...

Recent analysis of Otis Worldwide (OTIS) is raising eyebrows, as two years of underwhelming organic revenue and a thinner free cash flow margin point to softer demand and a more capital hungry business model. See our latest analysis for Otis Worldwide. That softer operating picture seems to be weighing on sentiment, with the share price down about 4.4% year to date and the 1 year total shareholder return of roughly negative 8.3% signaling fading momentum despite a still respectable 3 year...

WeRide and Uber, in partnership with Dubai’s Roads and Transport Authority, have launched public Robotaxi passenger rides in Dubai via the Uber app, initially covering the busy coastal districts of Umm Suqeim and Jumeirah with onboard vehicle specialists to support safety. This rollout positions WeRide at the center of Dubai’s push toward 25% autonomous journeys by 2030 and deepens its role in the region’s fast-growing shared mobility ecosystem. We’ll now examine how this high-profile Dubai...

Tenable Holdings (TENB) just locked in a OneGov agreement with the U.S. General Services Administration, giving federal agencies including the Department of Defense discounted access to its FedRAMP authorized cloud security platform through early 2027. See our latest analysis for Tenable Holdings. Even with this GSA agreement underscoring Tenable’s role in federal cloud security, the stock’s momentum has been weak. A steep year to date share price return decline and a similarly negative one...

Earlier this month, Alpha Metallurgical Resources issued 2026 operational guidance, projecting total coal shipments of 15.1–16.5 million tons and capital expenditures of US$148–US$168 million, while a company director recently bought 36,000 shares after the firm reported a larger-than-expected quarterly loss and a fatal mine incident. The combination of detailed volume and spending plans with significant insider buying offers investors fresh insight into management’s confidence and...

Live Oak Bancshares (LOB) is back in the spotlight after an investor rights firm launched a probe into its recent financial restatement tied to cash flow misclassifications and potential disclosure issues. Investors are understandably reassessing both trust and valuation. See our latest analysis for Live Oak Bancshares. The legal probe lands after a choppy stretch for the stock, with a 13.32% 30 day share price return helping claw back some ground even as the year to date share price return...

NewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...

Stryker Corporation's ( NYSE:SYK ) periodic dividend will be increasing on the 30th of January to $0.88, with investors...

Oil-Dri Corporation of America's ( NYSE:ODC ) dividend will be increasing from last year's payment of the same period...

The board of Vail Resorts, Inc. ( NYSE:MTN ) has announced that it will pay a dividend of $2.22 per share on the 12th...

Some Apollo Global Management, Inc. ( NYSE:APO ) shareholders may be a little concerned to see that the Partner & Chief...

To the annoyance of some shareholders, Rubico Inc. ( NASDAQ:RUBI ) shares are down a considerable 73% in the last...

Helmerich & Payne, Inc. ( NYSE:HP ) will pay a dividend of $0.25 on the 27th of February. This makes the dividend yield...

Upwork (UPWK) just turned a routine Investor Day into a small sentiment reset, outlining aggressive growth ambitions while rolling out new partnerships aimed at making its freelance marketplace more useful for both workers and businesses. See our latest analysis for Upwork. That optimism is lining up neatly with the price action, with the share price at $21.95 after a roughly 33 percent year to date share price return and a strong three year total shareholder return of about 102 percent,...

Earlier this week, StandardAero, Inc. announced that its Board authorized a share repurchase program of up to US$450,000,000, allowing buybacks through open-market and other transactions as conditions permit. The company framed the buyback as a disciplined capital allocation tool, signaling confidence in its outlook while complementing ongoing investments in growth and capabilities. Next, we’ll explore how this sizable repurchase authorization shapes StandardAero’s investment narrative,...

Balchem (BCPC) just paired a 10.3% dividend hike with a fresh share buyback plan, a combination that usually indicates management feels confident about cash flow and the stock’s long term trajectory. See our latest analysis for Balchem. Even with the latest dividend hike and renewed buyback program, Balchem’s 1 year total shareholder return is still down, while its 3 year and 5 year total shareholder returns remain firmly positive. This suggests longer term momentum is intact despite recent...

Vital Farms (VITL) just got a meaningful visibility boost, joining the S&P SmallCap 600 and several related S&P indices. Investors reacted quickly, pushing the stock up about 6% on the news. See our latest analysis for Vital Farms. That index bump adds a new chapter to what has been a volatile stretch, with an 8.1% 7 day share price return and a 27.1% 90 day share price pullback, even as the three year total shareholder return sits above 120%. If this kind of momentum shift has you thinking...

Earlier this month, Rollins held a shareholder and analyst call to outline key initiatives for future value creation, following Q3 results that highlighted strong organic revenue growth and meaningful contributions from acquisitions. This combination of robust core performance and acquisition-driven expansion, reinforced by continued analyst optimism, suggests investors are closely watching how Rollins converts its growth levers into longer-term value. We’ll now examine how Rollins’...

Pharvaris (NasdaqGS:PHVS) just flagged a major milestone, with its RAPIDe-3 Phase 3 data set to anchor global marketing applications for deucrictibant, potentially reshaping how hereditary angioedema (HAE) is treated worldwide. See our latest analysis for Pharvaris. Investors seem to be weighing this clinical momentum carefully, with the latest share price at $24.16 and a roughly 30% year to date share price return, while the three year total shareholder return above 220% points to powerful...

In recent months, Brown Brothers Harriman highlighted Advanced Drainage Systems as a key positive contributor to its mid-cap fund after the company delivered better-than-expected sales and earnings, while Barclays reaffirmed a positive analyst stance and the firm reiterated its fiscal 2026 guidance. The business is seeing double-digit organic growth in areas such as water quality and stormwater capture solutions, even as short interest inches higher and insider selling picks up, pointing to...