U.S. Communications Stock News

NasdaqGM:TTD
NasdaqGM:TTDMedia

CFO Shakeup At Trade Desk Raises Questions On AI Readiness And Value

The Trade Desk (NasdaqGM:TTD) removed its CFO after roughly five months in the role. The company named an interim CFO to fill the position following the sudden departure. Investors are questioning leadership stability and how the company is responding to the rise of AI in digital advertising. The Trade Desk, which runs a programmatic advertising platform for buyers of digital media, now faces fresh attention on its executive bench. The advertising technology sector is being reshaped by AI...
NYSE:ITT
NYSE:ITTMachinery

Is It Too Late To Consider ITT (ITT) After Strong Multi Year Share Price Gains

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...
NasdaqGS:TWIN
NasdaqGS:TWINMachinery

Twin Disc (TWIN) Q2 EPS Surge To US$1.58 Challenges Bearish Earnings Narratives

Twin Disc (TWIN) has just posted a sharp swing higher in profitability for Q2 2026, with revenue of US$90.2 million and basic EPS of US$1.58 off net income of US$22.4 million, setting a very different tone from recent quarters. Over the last few periods, the company has seen quarterly revenue move between US$72.9 million and US$96.7 million, while basic EPS has ranged from a loss of US$0.20 per share to a gain of US$1.58, giving investors a wide band of earnings outcomes to weigh against an...
NYSE:EPD
NYSE:EPDOil and Gas

Reassessing Enterprise Products Partners (EPD) Valuation After Recent Returns And Analyst Price Targets

Why Enterprise Products Partners Stock Is Back on Investors’ Radar Enterprise Products Partners (EPD) has recently attracted attention as its units traded around $35.20, with investors reassessing the midstream partnership after a period of steady unit price and distribution activity. See our latest analysis for Enterprise Products Partners. Recent trading around US$35.20 comes after a 9.45% year to date share price return and a 13.66% 3 month share price return. The 5 year total shareholder...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Assessing Wave Life Sciences (WVE) Valuation After Regaining Global Rights To WVE-006 From GSK

Wave Life Sciences (WVE) is back in full control of its RNA editing candidate WVE-006 for alpha-1 antitrypsin deficiency after GSK returned global rights, and the company now plans to pursue an FDA accelerated approval path. See our latest analysis for Wave Life Sciences. The latest WVE-006 update comes after a sharp 69.16% 90 day share price return and a 1 year total shareholder return of 8.91%. Longer term holders have seen a 3 year total shareholder return of 181.22%, suggesting momentum...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Does Hancock Whitney (HWC) Boosting Its Dividend Reveal a Deeper Capital Allocation Shift?

Hancock Whitney Corporation recently announced that its board approved an 11.1% increase in the regular first-quarter 2026 common stock cash dividend to US$0.50 per share, payable on March 16, 2026 to shareholders of record on March 5, 2026. This dividend hike highlights the bank’s willingness to return more cash to investors, often interpreted as a sign of confidence in its financial position and earnings durability. We’ll now examine how this higher quarterly dividend shapes Hancock...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Is Kratos (KTOS) Using New Simulator Contracts to Quietly Rewire Its Defense Training Moat?

Kratos Defense & Security Solutions recently announced it had secured approximately US$65 million in contracts to design, develop and deliver simulators and other warfighter training solutions for U.S. and allied military aircraft, including CH47F Chinook, UH-60M Blackhawk and UH-1 Huey platforms. A key element of these awards is Kratos’ MBRAT multi-platform avionics maintenance simulator, which offers customers broader training coverage while reducing overall investment in separate training...
NYSE:CE
NYSE:CEChemicals

Is Celanese (CE) Pricing In Too Much Fear After Recent Share Price Rebound?

If you are wondering whether Celanese is pricing in too much fear or too much optimism right now, you are not alone. This article is here to help you frame that question clearly. The stock recently closed at US$52.81, with returns of 14.4% over 7 days and 24.0% over 30 days. However, that sits alongside a 25.3% year to date gain and multi year returns of a 24.3% decline over 1 year, a 54.5% decline over 3 years and a 55.6% decline over 5 years. These mixed return figures sit against an...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Assessing Luckin Coffee (OTCPK:LKNC.Y) Valuation After Recent Share Price Momentum

What recent returns say about Luckin Coffee Without a clear single news trigger, you might still be looking at Luckin Coffee (OTCPK:LKNC.Y) after its recent moves, including a 5.7% one day return and 14.3% return over the past week. Over the past month, the stock shows a 6.1% return, while the past 3 months come in close to flat at about 0.2%, giving investors a mixed but data rich backdrop to assess. See our latest analysis for Luckin Coffee. At the latest share price of $36.87, Luckin...
NYSE:LADR
NYSE:LADRMortgage REITs

Did Forecast Revenue Weakness and Mixed Estimates Just Shift Ladder Capital's (LADR) Investment Narrative?

Ladder Capital recently reported quarterly results after the market open, following earlier analyst expectations for an 18.9% year-on-year revenue decline and pressure from a mixed history of meeting revenue estimates. The combination of forecast revenue weakness and several past revenue misses has heightened attention on how reliably Ladder Capital can deliver against market expectations. Next, we’ll examine how concerns about a potential revenue decline and earnings consistency shape...
NYSE:XPRO
NYSE:XPROEnergy Services

Did Solus Single-Valve Shear-and-Seal Innovation Just Shift Expro Group Holdings' (XPRO) Investment Narrative?

Expro recently unveiled Solus™ – a high-debris single shear and seal ball valve system that replaces traditional two-valve subsea well access setups, offering enhanced safety, reduced complexity, and improved operational flexibility for offshore oil and gas operators. Beyond its technical credentials and successful deployments in the Gulf of America and North Sea, Solus™ stands out for integrating shear-and-seal functionality into a single compact, fail-close valve that aligns with...
NYSE:IBM
NYSE:IBMIT

PepsiCo CEO Joins IBM Board As AI And Cloud Focus Deepens

Ramon Laguarta, CEO of PepsiCo, has been elected to the board of directors of International Business Machines (NYSE:IBM). Laguarta is known for steering PepsiCo toward a more growth-focused and technology-centered operating model. His appointment adds a consumer and technology transformation perspective to IBM's board as the company concentrates on software, AI, and hybrid cloud. For you as an investor, this board change highlights IBM's strategic focus on software, AI, and hybrid cloud...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Margin Compression Challenges Bullish Earnings Growth Narrative

Lear’s FY 2025 Earnings in Focus Lear (LEA) has wrapped up FY 2025 with fourth quarter revenue of US$5.99b and basic EPS of US$1.55, while trailing twelve month revenue came in at US$23.26b with basic EPS of US$8.15. Over recent periods the company has seen quarterly revenue move between US$5.56b and US$6.03b, with basic EPS ranging from US$1.50 to US$3.07. This gives investors a clearer view of how top line scale and per share earnings have paired up through the year. With net income margins...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Assessing Warner Music Group (WMG) Valuation As Earnings Anticipation Follows Recent Revenue Beat

Why Warner Music Group stock is back in focus ahead of earnings Warner Music Group (WMG) is drawing fresh attention as investors look ahead to Thursday's after hours earnings release, following a recent revenue beat and expectations for a return to revenue growth. See our latest analysis for Warner Music Group. At a latest share price of US$28.20, Warner Music Group has seen weaker near term momentum, with a 30 day share price return of 8.26% and a 1 year total shareholder return of 9.99% in...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Is It Too Late To Consider Harrow (HROW) After Its Strong Multi Year Rally

If you are wondering whether Harrow's share price still makes sense after its recent run, or if you are looking at something that is already priced for perfection, this article is for you. Over the last week Harrow returned 10.8%, after a 13.9% decline over the past month, with a 5.4% decline year to date, a 52.8% return over 1 year, and a very large 3-year gain of more than 7x. Recent coverage has focused on Harrow's position in the pharmaceuticals space and investor interest in its share...
NYSE:SON
NYSE:SONPackaging

A Look At Sonoco Products (SON) Valuation After New Long Term Renewable Power Agreement

Sonoco Products (SON) is back in focus after the company began receiving power under a 15 year Virtual Power Purchase Agreement with ENGIE North America, tied to the Big Sampson Wind Project in Texas. See our latest analysis for Sonoco Products. Investors seem to be reacting positively to Sonoco Products' sustainability push, with a 27.61% 90 day share price return and a 13.10% 30 day share price return helping lift the stock to US$51.62. The 12.49% 1 year total shareholder return contrasts...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

A Look At Supernus Pharmaceuticals (SUPN) Valuation After Recent Steady Share Price Performance

Recent performance snapshot Without a specific news catalyst, Supernus Pharmaceuticals (SUPN) is drawing attention for its recent share performance. The stock closed at US$49.08 and has shown mixed returns over the past week, month and past 3 months. See our latest analysis for Supernus Pharmaceuticals. That 1.41% 1 day share price return, alongside a modest 3.84% 90 day share price return and 24.32% 1 year total shareholder return, points to momentum that has been relatively steady rather...
NYSE:BG
NYSE:BGFood

Bunge Global BG Q4 Margin Compression Reinforces Bearish Earnings Volatility Narratives

Bunge Global (BG) closed out FY 2025 with Q4 revenue of US$23.8b and basic EPS of US$0.49, alongside net income excluding extra items of US$95m, setting a clear snapshot of where the agribusiness giant stands heading into 2026. The company reported quarterly revenue increasing from US$13.5b in Q4 2024 to US$23.8b in Q4 2025, while basic EPS moved from US$4.36 to US$0.49 over the same period. This gives investors a very different earnings profile to weigh against revenue growth expectations...
NYSE:BHC
NYSE:BHCPharmaceuticals

Xifaxan Trial Failure Raises Questions Around Bausch Health Patent Cliff

Bausch Health Companies (NYSE:BHC) reported that a Phase 3 trial for expanding the label of its key drug Xifaxan did not meet its primary endpoint. The failed trial outcome limits options to broaden Xifaxan's indications and could accelerate exposure to a patent cliff. This development has arrived at a time when the shares trade at $5.66 and longer term returns have been weak. For you as an investor, the Xifaxan trial failure affects a company that already carries a challenging return...
NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Holdings (RNR) Combined Ratio At 71.4% Challenges Volatility Focused Bear Narratives

RenaissanceRe Holdings (RNR) just wrapped up FY 2025 with fourth quarter revenue of US$3.0b, basic EPS of US$16.82 and net income of US$739.0m, alongside a combined ratio of 71.4%. This gives investors a fresh read on both growth and underwriting performance. The company reported quarterly revenue of US$2.3b in Q4 2024 and US$3.0b in Q4 2025, while basic EPS moved from a loss of US$3.89 to a profit of US$16.82 over the same period. This set the stage for a year in which trailing twelve month...
NasdaqGS:MATW
NasdaqGS:MATWConsumer Services

Matthews International (MATW) Returns To Quarterly Profit Challenging Bearish Earnings Narratives

Matthews International (MATW) opened Q1 2026 with revenue of US$284.8 million and basic EPS of US$1.39, setting a very different tone from the loss making quarters that featured in recent history. Over the last year, the company has seen quarterly revenue move from US$401.8 million in Q1 2025 to a peak of US$446.7 million in Q4 2024 before landing at US$284.8 million this quarter. EPS has swung from a loss of US$0.11 in Q1 2025 and a loss of US$2.21 in Q4 2024 to a profit of US$1.39 in the...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Holdings YUMC Net Margin Slippage Tests Everyday Consumption Bullish Narrative

Yum China FY 2025 Earnings Snapshot Yum China Holdings (YUMC) closed FY 2025 with fourth quarter revenue of US$2.8 billion and basic EPS of US$0.39, alongside net income of US$140 million, while on a trailing twelve month basis the company generated US$11.8 billion of revenue and EPS of US$2.52. Over the past year, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, with basic EPS changing from US$0.30 to US$0.39 across those periods, and trailing twelve month net...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX Balances Cash Distributions And Gas Projects For Long Term Income

MPLX (NYSE:MPLX) reported strong full year results and a sizeable increase in its cash distribution. The company is committing significant capital to natural gas and NGL growth projects in key basins. Management has outlined a plan that targets continued income growth through at least the end of the decade. At a share price of $55.59, NYSE:MPLX has delivered a 9.6% return over the past year and a very large gain over the past 5 years, along with a 102.3% return over 3 years. These returns...
NYSE:FTV
NYSE:FTVMachinery

Fortive (FTV) Margin Slippage To 12.8% Tests Bullish Growth Narrative

Fortive FY 2025 Earnings Snapshot Fortive (FTV) closed out FY 2025 with fourth quarter revenue of US$1,122.5 million and basic EPS of US$0.61, while its trailing twelve month net profit margin sat at 12.8% compared with 13.4% a year earlier. Over the past year, the company has reported trailing revenue of US$4.2 billion alongside net income from continuing operations of US$532.7 million. These results come against a five year pattern where earnings have compounded lower by 13.4% annually and...