U.S. Communications Stock News

FactSet Research Systems (NYSE:FDS) has entered a multiyear partnership with Barclays to support the bank's long term market data strategy. The collaboration will see FactSet provide data and analytics capabilities to Barclays across its global operations. The agreement signals deeper integration of FactSet's platforms into a major financial institution's core workflows. For investors watching FactSet at a share price of $288.79, this new Barclays agreement comes after a mixed performance...

Century Communities, Inc. announced and held Grand Opening events for new residential communities in North Carolina and Texas, showcasing model homes, quick move-in options, and its Century Home Connect smart home package. Alongside these launches, new analyst coverage with an outperform rating and commentary on attractive valuation underscored growing institutional interest in Century Communities’ expansion efforts. We’ll now examine how the company’s cluster of Grand Openings across key...

Arista Networks (NYSE:ANET) is being highlighted as a leading AI infrastructure stock with industry partnerships and expanding enterprise offerings. The company has partnered with Anthropic, tying its networking products to a fast growing AI ecosystem. Arista has acquired VeloCloud to build out its enterprise focused solutions suite. Arista Networks sits at the intersection of cloud networking and AI infrastructure, which helps explain why it is drawing fresh attention from institutions and...

Dynatrace (NYSE:DT) has received DESC certification in Dubai, confirming its cloud platform meets Dubai Electronic Security Center requirements for public sector use. Additionally, the company has released its first global survey on how enterprises are putting agentic AI into production and managing operational risks. Together, these developments connect Dynatrace more directly to government cloud demand in the UAE and add fresh data on how large organizations approach autonomous AI...

ONEOK’s board recently raised its quarterly dividend by 4% to US$1.07 per share, or US$4.28 on an annualized basis, payable on February 13, 2026, to shareholders of record as of February 2, 2026. This dividend increase, announced ahead of the company’s late-February fourth-quarter and full-year 2025 earnings release, highlights management’s emphasis on cash returns to investors. With this higher dividend as a focal point, we’ll look at how the move shapes ONEOK’s investment narrative for...

Frederick Thiel, CEO of MARA Holdings (NasdaqCM:MARA), recently sold a significant block of company shares, adding to a year of insider selling and no reported insider buying. At the same time, MARA Holdings is shifting more resources toward artificial intelligence operations and high performance computing hosting services as it responds to crypto sector volatility. The company remains a major Bitcoin treasury holder, so these moves come as it balances crypto exposure with new revenue...

Legal scrutiny and allegations put Stride (LRN) in the spotlight Fresh legal investigations into Stride (LRN), including allegations of fraud and deceptive enrollment practices, have quickly become the focal point for investors who are reassessing risk and potential valuation. See our latest analysis for Stride. Stride's share price has recently been recovering, with a 1 day share price return of 1.84%, 7 day return of 4.50% and 30 day return of 11.43%. However, this follows a 90 day share...

Enphase Energy recently began US production shipments of its IQ9N-3P commercial microinverter, using gallium nitride technology to serve three-phase 480 V commercial solar projects while supporting domestic content and Foreign Entity of Concern compliance. This launch extends Enphase’s panel-level architecture into higher-voltage commercial markets, potentially changing how installers design rooftops with complex layouts and safety requirements. We’ll now look at how this gallium...

PROCEPT BioRobotics (PRCT) is back in focus as investors watch upcoming regulatory decisions and clinical trial readouts for its AquaBeam Robotic System, with rising options activity signaling closer attention to these potential catalysts. See our latest analysis for PROCEPT BioRobotics. At a share price of $30.73, PROCEPT BioRobotics has had a 90 day share price return of a 12.17% decline and a 1 year total shareholder return of a 55.87% decline, so the recent regulatory and clinical...

Salesforce (CRM) is back in focus after Viz.ai introduced a real-time clinical intelligence service for Agentforce Life Sciences, integrating Salesforce’s agentic platform directly with data from nearly 2,000 US hospitals. See our latest analysis for Salesforce. Even with the Viz.ai tie up highlighting Salesforce’s push into healthcare and life sciences agents, momentum has cooled, with a 30 day share price return of a 13.42% decline and a 1 year total shareholder return of a 31.4% decline...

Why Cencora is on investors’ radar today Cencora (COR) has drawn attention after a solid year of positive total returns, along with reported annual revenue of US$321.3b and net income of US$1.6b, prompting investors to reassess how the stock is currently priced. See our latest analysis for Cencora. The current share price of US$352.47 sits against a 30 day share price return of 3.5% and a 90 day share price return of 5.9%, while the 1 year total shareholder return of 43.3% and 5 year total...

What recent returns suggest about Associated Banc-Corp (ASB) Associated Banc-Corp (ASB) has drawn fresh attention as its shares show positive returns over the past week, month, and past 3 months, prompting investors to reassess the bank’s recent performance metrics. See our latest analysis for Associated Banc-Corp. That short term momentum lines up with a broader recovery story, with a 90 day share price return of 7.35% and a 1 year total shareholder return of 12.54%. This suggests improving...

Rockwell Automation recently announced it will deploy its FactoryTalk manufacturing execution software and provide local support at Lucid Group’s new Saudi Arabia plant, aiming to improve production visibility, efficiency, and workforce training in line with Saudi Vision 2030. This deepened collaboration highlights how software-driven manufacturing and local talent development are becoming central to Lucid’s international expansion and long-term scaling ambitions. We’ll now examine how this...

Fidelity National Information Services (NYSE:FIS) has appointed Anil Chakravarthy to its Board of Directors. Chakravarthy brings extensive experience in enterprise software, cloud transformation, and artificial intelligence to the company. The appointment aligns with FIS's focus on technology driven change across financial services. Fidelity National Information Services, or FIS, provides technology and processing services to banks, merchants, and capital markets clients. As financial...

GeneDx Holdings (WGS) updated its outlook, raising full year 2025 revenue guidance to US$427 million and pairing that with new 2026 projections that indicate continued growth in exome and genome testing revenue. See our latest analysis for GeneDx Holdings. Despite the improved revenue guidance, GeneDx Holdings’ recent share price performance has been weak, with a 30 day share price return of a 24.73% decline and a year to date share price return of a 22.99% decline, in contrast to a 1 year...

Curious whether Prosperity Bancshares at around US$74.45 is offering value or just pricing in a lot of hope already? This breakdown is designed to help you see what the current share price might be implying. The stock is up 1.8% over the past week, 5.2% over the last month, 6.9% year to date, but shows a 1.8% decline over the last year, which can leave longer term holders wondering how to read its 3 year and 5 year returns of 10.5% and 28.4%. Recent attention on regional banks and broader...

Amkor Technology, a global provider of semiconductor packaging and test services, previously announced it will release its fourth-quarter and full-year 2025 results and host a conference call on February 9, 2026, while broader chipmakers reported that their 2026 capacity is already pre-sold amid strong AI-related demand. This combination of sector-wide optimism around AI chips and policy support, including a new U.S.-Taiwan tariff deal, underscores Amkor’s role at the heart of the high-tech...

Recent performance snapshot Agnico Eagle Mines (AEM) has drawn attention after recent share price moves, with returns of 4.1% over the past week, about 18% over the past month, and roughly 31% over the past 3 months. See our latest analysis for Agnico Eagle Mines. At a share price of $213.69, Agnico Eagle Mines has seen momentum build recently, with a 30.8% 90 day share price return and a very large 1 year total shareholder return that points to a sharp reset in market expectations for its...

Fifth Third Bancorp recently reported fourth-quarter 2025 results showing net interest income of US$1,529 million and net income of US$731 million, with earnings per share rising year on year alongside stable credit costs, including US$125 million of net charge-offs versus the prior year’s US$136 million. Alongside the earnings, the bank confirmed completion of a US$300 million buyback program, highlighted faster tangible book value per share growth, advanced integration plans for its...

On January 12, 2026, Photronics, Inc. appointed Eric Rivera as President while he continues as Chief Financial Officer, named Rui (Elie) Zhang as Chief Accounting Officer, and promoted Todd Alesio to Senior Vice President and Chief Administrative Officer. This concentration of financial leadership responsibilities and refreshed oversight in both accounting and administrative functions may influence how investors assess Photronics’ management depth and organizational focus. We’ll now examine...

In recent days, analysts at Citizens and Janney Montgomery Scott reaffirmed positive ratings on Encore Capital Group, citing a constructive view of its business. This clustering of upbeat opinions from multiple research houses highlights how professional investors are reassessing the company’s role within the debt collection industry. We’ll now examine how this renewed analyst confidence in Encore’s business outlook shapes the company’s broader investment narrative for investors. This...

Public Service Enterprise Group (NYSE:PEG) has elected Geisha J. Williams to its Board of Directors, effective March 1, 2026. Williams brings more than 35 years of energy sector experience, including leadership roles at PG&E Corporation and Florida Power and Light. PSEG has also named Scott Jennings president and COO of PSEG Long Island and extended its contract with the Long Island Power Authority. For investors watching NYSE:PEG, these governance moves come with the stock trading around...

In recent weeks, Invesco has drawn renewed attention after RBC Capital upgraded the asset manager’s rating and analysts highlighted stronger organic growth prospects, anticipated margin expansion into 2026–2027, and earnings benefits from the reclassification of its flagship QQQ ETF. At the same time, Invesco has been reshaping its global footprint by partnering with CI Global Asset Management on its Canadian fund business while its analysts caution that Japanese government bond yields may...

If you are asking whether Masco shares still offer value at US$69.90, you are not alone. The stock has drawn attention from investors trying to make sense of its current pricing. The share price shows mixed signals, with a 9.1% gain over the last 30 days and a 46.0% return over 3 years. However, a 10.4% decline over the last year and a 1.8% drop in the past week may be raising questions about risk and timing. Recent news coverage has focused on Masco within broader housing and home...