U.S. Communications Stock News

Alcoa (AA) has come into focus after a sharp stock move, alongside tightening global aluminum supply, higher U.S. tariffs on imported metal, and company moves around Alumina Limited and the San Ciprián smelter. See our latest analysis for Alcoa. Alcoa’s recent headlines around supply tightness, tariffs and the Alumina Limited deal are playing out against a sharp swing in sentiment. The share price is at $63.81 after a 37.05% 1 month share price return and a 77.40% 3 month share price return,...

Sigma Lithium recently announced the sale of 100,000 tonnes of high-purity lithium fines for about US$11 million and detailed a mine remobilization plan aimed at nearly tripling mining and earth-moving capacity while restructuring operations to improve safety and efficiency. The company also strengthened its governance by appointing former Brazilian Agriculture Minister Katia Abreu as an independent director, lifting female representation on the board to 40% and adding deep public policy and...

In its recent quarterly update, Global Industrial reported year-on-year revenue growth of 3.3% but missed analyst expectations on sales, EBITDA, and EPS, marking the slowest revenue growth and weakest performance versus estimates among maintenance and repair distributors. The results also underscored ongoing supply chain and inventory management difficulties, emphasizing how operational execution remains a central issue for the company and its peers. Next, we will examine how Global...

DTE Energy recently reported its Q4 2025 results, reaffirmed its 2025 adjusted EPS guidance and early 2026 outlook, and highlighted a fully customer-funded 1.4 GW data center power agreement expected to deliver affordability benefits for existing customers. At the same time, Michigan’s Attorney General sought a rehearing on regulators’ fast-track approval of DTE’s data center contracts, raising transparency and consumer protection concerns around how large new data center loads are being...

United States Antimony (UAMY) has caught fresh attention after Melissa Pagen was appointed President of Bear River Zeolite Company. The move is aimed at improving operations as geopolitical tensions refocus investors on domestic antimony and precious metals supply. See our latest analysis for United States Antimony. At a share price of $8.29, United States Antimony has seen sharp swings, with a 66.47% 1 month share price return contrasting with a 25.92% 3 month share price decline. The 1 year...

Dividend increase puts income focus back on First Busey (BUSE) First Busey (BUSE) has raised its quarterly cash dividend to $0.26 per share, a 4% lift from $0.25, with payment scheduled for January 30, 2026 to holders of record on January 23. The higher payout comes as investors weigh income appeal against ongoing concerns around the bank's weaker loan book profitability, modest 4.2% annual EPS growth over five years, and projected 4.6% decline in tangible book value per share. See our latest...

Atkore Inc. has already reported mixed quarterly results, with revenues beating analyst forecasts despite a 4.6% year-on-year decline and adjusted operating income falling short of expectations. The company highlighted three consecutive years of organic volume growth and US$2.90 billion in fiscal 2025 net sales, underlining demand resilience even as profitability came under pressure. We’ll now explore how this combination of a revenue beat and profitability pressures may influence Atkore’s...

Lakeland Financial (LKFN) recently announced a quarterly cash dividend of $0.52 per share for the first quarter of 2026, a 4% increase, which signals board confidence in its capital position and balance sheet discipline. See our latest analysis for Lakeland Financial. The higher dividend comes as Lakeland Financial’s share price sits at $59.47, with a 7 day share price return of 3.30% and a year to date share price return of 5.33%. The 1 year total shareholder return of 9.83% and 3 year total...

If you are wondering whether Rigetti Computing's soaring share price still offers value, you are not alone. This article will walk through what the numbers are actually saying about the stock. The share price recently closed at US$24.70, with returns of 3.1% over 30 days, 4.7% year to date, 119.8% over 1 year and a very large gain over 3 years. Recent attention around Rigetti has focused on its position within quantum computing, as investors weigh how its technology and partnerships may...

Insteel Industries (IIIN) opened its new fiscal year with Q1 2026 revenue of US$159.9 million and basic EPS of US$0.39, alongside net income of US$7.6 million. The company has seen revenue move from US$129.7 million and EPS of US$0.06 in Q1 2025 to a trailing twelve month revenue base of US$677.9 million and EPS of US$2.44. This gives investors a clearer sense of the earnings power behind the latest quarter and the improvement in net margin from 3.6% to 7% over the past year. See our full...

Wondering if Jacobs Solutions at around US$141.50 is giving you fair value for the risk you take, or if the price is leaving too much on the table. The stock has seen returns of 2.2% over the last 7 days, 5.6% over 30 days, 4.5% year to date, 4.3% over 1 year, 48.1% over 3 years and 60.4% over 5 years, which naturally raises questions about how much of that performance is already reflected in the current share price. Recent news around Jacobs Solutions has focused on its role as a large US...

Why Mar Vista walked away from Equifax Equifax (EFX) is back under the spotlight after Mar Vista Investment Partners fully exited its position, citing pressure from FICO’s new approach to mortgage credit scoring and a slower housing market recovery. For you as an investor, this move highlights two key questions: how much of Equifax’s credit scoring economics could be at risk over time, and whether the current stock price fairly reflects those changing industry terms. See our latest analysis...

Jefferies’ upgrade of Donaldson Company (DCI), following improved mining and non-residential construction trends and higher full-year margin and earnings guidance, has put fresh attention on how this filtration specialist’s multi-segment momentum could influence investor expectations. See our latest analysis for Donaldson Company. The Jefferies upgrade and higher guidance come on top of a solid run in the shares, with a 90 day share price return of 21.7% and a 1 year total shareholder return...

Hershey (HSY) has been back in the spotlight after rolling out Shaq A Licious SLAMS with Shaquille O'Neal and refreshing its Valentine’s lineup, while also stepping up marketing behind its core chocolate brand. See our latest analysis for Hershey. Those new candy launches and the bigger marketing push have arrived alongside a pickup in investor interest, with a 7-day share price return of 8.83% and a 1-year total shareholder return of 34.83% suggesting momentum has recently improved after a...

Earlier this week, Valero Energy participated in a broad rally among oil and gas companies as WTI crude reached a multi‑month high amid rising geopolitical tensions involving Iran, lifting sentiment across the energy sector. This move underscores how shifts in geopolitical risk and crude benchmarks can quickly influence expectations for refining economics and earnings potential at Valero. We’ll now examine how heightened Middle East tensions and stronger crude prices may influence Valero’s...

In the past few months, Goldman Sachs began covering Golar LNG Limited with a positive view, while Golar confirmed that all Conditions Precedent for its 20‑year MKII FLNG charter with Southern Energy in Argentina had been satisfied, securing a long-term commercial arrangement. These developments, occurring against the backdrop of Argentina’s recent election of Javier Milei, meaningfully reduce policy uncertainty around the project and sharpen focus on Golar’s exposure to LNG-linked commodity...

If you are wondering whether lululemon athletica's current share price still reflects its long term potential, you are not alone. This article is built to help you size up what you are really paying for today. The stock last closed at US$205.01, with returns of a 3.4% decline over 7 days, a 0.8% decline over 30 days, a 2.8% decline year to date and a 44.7% decline over 1 year, while the 3 and 5 year returns stand at a 33.4% decline and a 41.3% decline. Recent coverage has focused on...

In recent updates, Beam Therapeutics reported past progress with the FDA on a potential accelerated approval pathway for its BEAM-302 program in alpha-1 antitrypsin deficiency and outlined plans to file a biologics license application for its sickle cell therapy, risto-cel, as early as the end of 2026, supported by inclusion in expedited review initiatives and an operating cash runway into 2029. An important insight is that Beam’s combination of regulatory alignment, CMC support via an FDA...

In recent months, Newmont has benefited from record-high gold prices, strong profitability metrics, and the ramp-up of projects such as Ahafo North, while preparing to report its full-year 2025 results in February 2026. Analysts and quantitative models have turned increasingly positive on Newmont’s fundamentals, citing its Tier 1 asset focus, global portfolio quality, and disciplined capital allocation, including ongoing divestitures of non-core assets. We’ll now examine how Newmont’s...

What the new Employee File Cabinet launch means for BBSI shareholders Barrett Business Services (BBSI) has rolled out its Employee File Cabinet HRIS module within the BBSI Client Portal, built with Box, giving clients a secure, centralized hub for key HR documents. The launch highlights BBSI’s ongoing push to consolidate HR workflows into a single portal experience. The company points to potential benefits around compliance, time savings, and employee access to their own documents. See our...

Recently, Wells Fargo upgraded Monolithic Power Systems to an Overweight rating, citing an improving outlook for the semiconductor sector and potential customer inventory replenishment as key supports for the company’s power-management chip business. The upgrade also highlighted that upcoming results will be measured against a softer period last year, which could make any operational progress appear more pronounced relative to prior performance. Next, we’ll examine how Wells Fargo’s more...

ReNew Energy Global (RNW) has drawn attention after recent share price moves left the stock with mixed return patterns, including a gain over the past month but declines across the past 3 months and year. See our latest analysis for ReNew Energy Global. The recent 4.05% 1 month share price return contrasts with a 29.60% 3 month share price decline and a 19.76% 1 year total shareholder return loss, suggesting momentum has picked up in the short term after a weaker longer run. If ReNew’s swings...

Energy Vault Holdings, Inc. previously filed a shelf registration for US$180.55 million of common stock, while also beginning construction on the 150 MW/300 MWh SOSA Energy Center battery storage project in Madison County, Texas under its Asset Vault "Own & Operate" platform. This combination of fresh financing capacity and the company’s first Asset Vault project in the ERCOT North market highlights a shift toward owned infrastructure backed by recurring revenues and supported by a US$300...

Recently, BrightSpring Health Services attracted heightened investor attention as analysts highlighted its position in home and community-based healthcare, particularly serving Medicare, Medicaid, and insured populations through its Pharmacy Solutions and Provider Services segments. An interesting angle is how this analyst enthusiasm centers on BrightSpring’s growth prospects in integrated home-based care, a part of healthcare that is gaining importance as care increasingly shifts away from...