U.S. Communications Stock News

NasdaqGS:VFS
NasdaqGS:VFSAuto

Is VinFast Auto (VFS) Now Attractive After Recent Share Price Weakness?

If you are wondering whether VinFast Auto's current share price really reflects its potential, you are not alone. The stock has drawn attention from investors trying to work out what a fair value might look like. That interest comes after a weak run in the share price, with VinFast Auto showing a 4.2% decline over the past week, 9.6% over the last month and 17.1% over the past year, while the three year return sits at a 68.3% decline and the year to date move is a 5.0% decline from a last...
NYSE:HRB
NYSE:HRBConsumer Services

A Look At H&R Block’s (HRB) Valuation After Strong Q2 Revenue Beat And AI Tax Tools Push

H&R Block (HRB) has been in focus after reporting second quarter revenue that exceeded Wall Street forecasts, reaffirming its full year outlook and leaning further into AI enabled tax tools for both professionals and DIY filers. See our latest analysis for H&R Block. Even with the recent earnings beat and reaffirmed guidance, H&R Block’s share price has been under pressure, with a 30 day share price return of 22.47% and a year to date share price return of 20.89%. Over a longer window, the 1...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Is Peloton (PTON) Offering An Opportunity After Steep Multi‑Year Share Price Declines?

If you are wondering whether Peloton Interactive's current share price fairly reflects its story, this review will walk through what the market might be pricing in and where the gaps could be. The stock recently closed at US$4.39, with returns of 23.4% decline over 7 days, 33.5% decline over 30 days, 28.3% decline year to date, 48.3% decline over 1 year, 70.3% decline over 3 years and 97.0% decline over 5 years. These moves sit against a backdrop of ongoing headlines around Peloton's...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Omnicell (OMCL) Valuation Check After Earnings Miss And Cautious 2026 Outlook

Omnicell (OMCL) is back in focus after reporting fourth quarter and full year 2025 results that included a small net loss and adjusted earnings below analyst expectations, along with cautious 2026 earnings guidance. See our latest analysis for Omnicell. The earnings miss and cautious 2026 outlook have hit sentiment hard, with a 1 day share price return of 16.3% decline and a 7 day share price return of 20.4% decline. However, the 90 day share price return of 9.5% gain and 1 year total...
NYSE:BJ
NYSE:BJConsumer Retailing

Is BJ's Wholesale Club (BJ) Price Reflecting Growth Prospects After Recent Share Rebound?

If you are wondering whether BJ's Wholesale Club Holdings is still attractively priced at around US$99, this article will walk through what the current market price might be implying about its value. The stock last closed at US$99.28, with returns of 10.0% over the past week, 9.2% over the past month, 8.0% year to date, 33.2% over three years and 131.6% over five years, while the one year return sits at a 6.0% decline. Recent share price moves sit against a backdrop of ongoing interest in...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Macom Technology (MTSI) Profit Swing To US$2.18 TTM EPS Tests Rich 105x P/E Narrative

MACOM Technology Solutions Holdings (MTSI) opened its Q1 2026 scorecard with revenue of US$271.6 million and basic EPS of US$0.65, setting a clear benchmark for how the rest of the fiscal year may be judged. The company has seen revenue move from US$218.1 million in Q1 2025 to US$271.6 million in Q1 2026, while basic EPS shifted from a loss of US$2.30 to a profit of US$0.65 over the same period. With the trailing twelve months showing revenue of US$1.0 billion and basic EPS of US$2.18, the...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Simply Good Foods Resets Leadership And Pay As Shares Lag Targets

Simply Good Foods reappointed Joseph E. Scalzo as President, CEO, and director following the departure of Geoff E. Tanner. Shareholders also approved a new equity incentive plan that links management compensation more closely to company performance. The moves signal a reset in leadership and governance at Simply Good Foods, which trades on NasdaqCM under the ticker SMPL. For investors watching Simply Good Foods at a share price of $17.37, the leadership change comes after a challenging...
NYSE:HUM
NYSE:HUMHealthcare

Is Humana (HUM) Mispriced After Recent 30% Share Price Slide?

If you are looking at Humana and wondering whether the current price really reflects its underlying value, this article will walk through what the numbers are actually saying. With the share price at US$193.55, recent returns have been weak, including a 30.8% decline over the last 30 days and a 29.8% decline over the last year, which may have changed how investors view its risk and potential. Humana has been in the headlines recently, with investors reacting to developments across the US...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Expands Beyond GLP-1s With Autoimmune, Gene-Editing And US Build-Out

Eli Lilly (NYSE:LLY) has entered a collaboration with Repertoire Immune Medicines to develop tolerizing therapies for autoimmune diseases. The company has also partnered with Seamless Therapeutics on programmable gene editing treatments for certain forms of hearing loss. Eli Lilly plans to invest over $3.5b in a new Pennsylvania manufacturing facility focused on next generation injectable medicines. Eli Lilly is already widely associated with obesity treatments, and these moves show the...
NYSE:CB
NYSE:CBInsurance

Chubb (CB) Is Up 8.2% After Record Earnings And Buybacks - Has The Bull Case Changed?

Chubb Limited reported fourth-quarter 2025 net income of US$3.21 billion and full-year net income of US$10.31 billion, with earnings per share rising versus the prior year and supported by strong underwriting and investment results. The insurer also completed a US$2.33 billion share repurchase program that retired 2.1% of its shares, underscoring its focus on returning capital alongside record profitability. Next, we’ll examine how record earnings and a record-low combined ratio shape...
NYSE:ABT
NYSE:ABTMedical Equipment

How Soft Guidance, Exact Sciences Deal, and Device Scrutiny Will Impact Abbott Laboratories (ABT) Investors

In late January 2026, Abbott Laboratories reported revenue and profit guidance below Wall Street expectations, highlighted ongoing weakness in its pediatric nutrition business, advanced plans for its multibillion-dollar Exact Sciences acquisition, and addressed regulatory scrutiny and a recall affecting its FreeStyle Libre glucose monitoring devices. Amid these setbacks, large institutional trading activity and insider share purchases, alongside continued analyst optimism about Abbott’s...
NYSE:XPRO
NYSE:XPROEnergy Services

Assessing Expro Group Holdings (XPRO) Valuation After The Solus Subsea Valve System Launch

Expro Group Holdings (XPRO) has just introduced its Solus high debris single shear and seal ball valve system, consolidating two subsea well access valves into one and aiming to cut complexity, risk, and costs for offshore operators. See our latest analysis for Expro Group Holdings. The Solus launch lands at a time when Expro Group Holdings’ share price is US$15.50, with a 30-day share price return of 9.23% and a 90-day share price return of 19.69%, while the 1-year total shareholder return...
NYSE:DLB
NYSE:DLBSoftware

A Look At Dolby Laboratories (DLB) Valuation After Earnings Beat And Expanding Technology Adoption

Dolby Laboratories (DLB) has been in focus after reporting quarterly results that topped analyst expectations for revenue and adjusted earnings. The performance was helped by earlier deal closures and steady traction in automotive, mobile, and streaming markets. See our latest analysis for Dolby Laboratories. Despite the upbeat quarter and recent guidance, Dolby’s share price has moved sideways in recent months, with a 7 day share price return of 1.49% and a 1 year total shareholder return of...
NasdaqGS:HFWA
NasdaqGS:HFWABanks

Heritage Financial Expands With Kitsap Bank Merger Execution In Focus

Heritage Financial has completed its merger with Olympic Bancorp, bringing Kitsap Bank under the Heritage Bank brand. The transaction expands Heritage Financial's branch network and customer base across the Pacific Northwest. The deal includes the issuance of new Heritage Financial shares as part of the merger consideration. For shareholders watching Heritage Financial, ticker NasdaqGS:HFWA, the completed merger with Olympic Bancorp marks a material shift in the company’s profile. The stock...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

A Look At American Electric Power Company’s Valuation As Bloom Fuel Cell Deal And Data Center Demand Gain Focus

Why AEP’s Bloom Energy deal is back in focus American Electric Power Company (AEP) recently exercised a large option to purchase Bloom Energy fuel cells worth about $2.65b, linking them to a Cheyenne, Wisconsin facility backed by a 20 year offtake contract with a high grade customer. This deal, combined with growing expectations for higher data center power demand under tighter transmission and regulatory constraints, has put AEP’s growth plans and risk profile under closer investor...
NYSE:UHAL
NYSE:UHALTransportation

U Haul Holding Q3 Loss And Margin Compression Reinforce Bearish Profitability Narratives

U-Haul Holding (UHAL) just turned in a soft Q3 2026, with revenue of US$1.4b and basic EPS of a US$0.19 loss, compared with Q2’s US$1.7b in revenue and EPS of US$0.54 and Q1’s US$1.6b in revenue and EPS of US$0.73. Over the past few quarters, revenue has ranged between US$1.2b and US$1.7b while EPS has swung from a US$0.42 loss in Q4 2025 to a US$0.95 gain in Q2 2025, so Q3’s loss keeps the earnings picture choppy even as trailing 12 month revenue sits at about US$6.0b. With profit margins...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

UMB Financial Shows Loan Growth While Heartland Integration Shapes Profit Path

UMB Financial Corporation (NasdaqGS:UMBF) reported strong quarterly results, supported by commercial loan activity. The company highlighted progress integrating Heartland Financial into its operations. Management reiterated a focus on building scale, delivering profitable growth, and maintaining asset quality. For you as an investor, UMB Financial sits in the middle of the regional banking space, with a business mix that leans heavily on commercial relationships. The emphasis on commercial...