U.S. Communications Stock News

SPS Commerce (SPSC) is forecasting revenue growth of 8.6% per year, which trails the broader US market’s 10.3% pace. Meanwhile, profits are expected to rise 19.1% annually, outpacing the market norm of 15.9%. The company’s latest profit margin sits at 11.7% compared to 12.8% a year ago, and recent earnings growth of 8.3% fell below the five-year average of 15.4% per year. With no major or minor risks flagged and three reward signals in play, investors are likely to focus on the strength of...

MicroStrategy (MSTR) made a notable return to profitability this year, seeing a sharp turnaround compared to prior periods. Earnings have increased at an impressive 34.3% annual rate over the last five years, and forecasts project earnings growth of 19.2% per year going forward, outpacing the broader US market’s expected 15.9% annual rate. While revenue is expected to grow by just 0.8% per year, considerably slower than the US average, the company finds itself trading at a Price-To-Earnings...

TXNM Energy (TXNM) delivered standout earnings growth this year, reporting a 114.4% jump over the past twelve months. This is a marked departure from its average annual decline of 4.1% over the last five years. Net profit margins improved to 8.7%, up from 4.5% previously. Despite the fresh momentum in profitability, the company’s longer-term performance still reflects a period of profit contraction. Investors now face a balancing act, weighing these improved results and high quality earnings...

IDACORP (IDA) delivered earnings growth of 12.5% over the past year, outpacing its five-year average annual pace of 4.9%. Net profit margins climbed to 17.6% from last year’s 15.4%, setting a high bar for quality in its reported numbers. Looking ahead, forecasts call for annual earnings growth of 10.7% with revenue rising 7.6% per year, both trailing behind expected rates for the broader US market. At the same time, shares change hands at a Price-to-Earnings ratio of 21.9x, exceeding peer and...

Republic Services (RSG) posted earnings growth of 6.9% over the most recent year, with an average annual earnings growth rate of 15.7% over the past five years. Net profit margin improved slightly to 12.8%, up from last year’s 12.5%. Analysts expect forward earnings to grow at 8.09% yearly, trailing the broader US market forecast of 15.9%. Investors are likely to weigh the company’s consistent earnings history and steady margin gains against a revenue growth outlook of 5.2% per year, which is...

FTAI Infrastructure (FIP) has seen its losses widen by 19.8% per year over the last five years, with no expectation of turning profitable for at least the next three years. Despite this, analysts point to robust growth potential, with revenue forecast to rise at 30.7% per year, far outpacing the broader US market’s 10.3% growth outlook. See our full analysis for FTAI Infrastructure. Now, let’s see how these headline numbers hold up when we compare them to Simply Wall St’s prevailing...

Bright Horizons Family Solutions (BFAM) posted net profit margins of 6.3%, up from last year’s 4%, with earnings surging 74.1% over the past year and averaging 29.3% annual growth over five years. Although revenue and earnings are forecast to continue rising at 6.8% and 13.7% per year, respectively, these growth rates trail the broader US market. Investors are weighing this steady profit momentum and margin improvement against a premium valuation, as the stock trades at 35.1x earnings yet...

El Pollo Loco Holdings (LOCO) reported net profit margins of 5.2%, slightly down from 5.8% last year, while earnings have declined by an average of 0.1% annually over the past five years. The most recent performance showed negative earnings growth, even as the company continues to generate high-quality, sustainable profits. Value-oriented investors may find the P/E ratio of 12.4x appealing because it is lower than both industry and peer averages, but the share price at $10.22 sits above an...

Global Indemnity Group (GBLI) posted a net profit margin of 6.3%, down from 7.6% last year, as the company’s earnings declined over the most recent year. Despite this dip, GBLI has delivered a robust 36.7% annualized earnings growth rate over the past five years. Its earnings remain high quality by company standards. With a share price at $29.25 and a price-to-earnings ratio of 15.1x, investors are balancing GBLI’s multi-year profit growth track record and perceived good value against the...

OSI Systems (OSIS) posted earnings growth of 14.3% over the most recent year, trailing its robust five-year annual average of 16.1%. Net profit margins edged up to 8.7% from 8.3% a year ago, while analysts expect annualized earnings growth to moderate to 11.34% and revenue to increase by 5.4% a year, lagging the broader US market's 10.3% forecast. The company’s PE ratio sits at 30.8x, below peer average but ahead of the sector, and shares are trading at $278.46, a premium to estimated fair...

National CineMedia (NCMI) remains unprofitable, but the company has narrowed its losses by an average of 39.6% per year over the past five years, and revenue is forecast to grow annually at 8.6%. Shares trade at $4.42, which is well below an estimated fair value of $23.75 based on discounted cash flow analysis, despite a relatively high price-to-sales ratio of 1.8x compared to industry peers. With two clear rewards in the form of good value and a share price below analyst targets, and no...

Bicycle Therapeutics (BCYC) remains unprofitable, with annual losses worsening at an average rate of 31.4% over the last five years and both its net profit margin and earnings firmly in negative territory. Still, the company stands out for its ambitious growth prospects, with revenue projected to surge 60.5% per year, outpacing the broader US market's expected 10.3% annual growth. For investors, the story centers on whether this aggressive top-line growth can eventually outstrip ongoing...

Cooper-Standard Holdings (CPS) has turned profitable for the first time in years, with earnings growing at an average annual rate of 22.4% over the last five years. Looking ahead, the company’s earnings are forecast to surge at an impressive 109.6% annually, well above the US market's expected 15.9% growth rate. Revenue is projected to grow 5.7% per year compared to the broader market's 10.3%. The positive net profit margin reflects an improving profitability trend, though a one-off $2.8...

Capital Clean Energy Carriers (CCEC) put up big numbers this quarter, with revenue growth expected to hit 23.5% per year and net profit margins jumping to 23.2%, up dramatically from last year’s 2.6%. Earnings are set to grow 12.09% annually, which trails the broader US market’s 15.9% pace. The company just posted an eye-catching 1556.3% increase in earnings over the past year, a sharp turnaround from its previous five-year average decline of 5.4% per year. Against this backdrop, investors...

Ardelyx (ARDX) remains unprofitable but has managed to shrink its losses by 20% annually over the past five years, with the company now on track to achieve profitability within the next three years. Earnings are projected to surge 69.83% per year, while revenue is forecast to climb 20.1% annually, which is more than double the pace of the wider US market's expected 10.3% growth. With a net profit margin still in negative territory, investors are likely to focus on the positive outlook for...

Chegg is making big changes in response to industry shifts, announcing that nearly half of its workforce will be cut. Longtime leader Dan Rosensweig is stepping back in as CEO. Increased competition from AI-powered tools is driving this turnaround. See our latest analysis for Chegg. Chegg’s dramatic restructuring comes after another tough stretch for the stock, which closed recently at $1.06 following a steep multi-month decline. While yesterday’s 11.25% one-day share price jump suggests the...

Rimini Street (RMNI) reported a forecasted annual revenue growth rate of 2.1%, significantly trailing the 10.3% yearly pace projected for the broader US market. The company’s recent swing to profitability comes with a caveat, as the latest profit is heavily influenced by a one-off gain of $31.3 million, making comparisons to previous periods less clear. Despite trading at $3.98 per share, which is below an estimated fair value of $7.07, earnings are expected to decline by about 24% per year...

Owens & Minor (OMI) remains unprofitable, and its losses have accelerated at a rate of 71.9% per year over the past five years. Revenue is expected to decline sharply by 46.5% per year over the next three years, and profit margins continue in negative territory with no sign of improvement. Despite ongoing operational challenges, shares are currently trading below analyst estimates of fair value, which may catch the eye of value-focused investors. See our full analysis for Owens & Minor. Next...

Newell Brands (NWL) reported deeper losses again this year, with net losses compounding at an average rate of 37.4% annually over the past five years and showing no improvement in profit margins. Despite the company’s poor track record, management is forecasting a turnaround with earnings expected to grow 29.16% per year and the business predicted to become profitable within three years. These projections would outpace typical market profit growth rates. Revenue, however, is only forecast to...

Apollo Commercial Real Estate Finance (NYSE:ARI) posted deeper losses for the period, with net losses having widened at an average rate of 40.9% per year over the last five years. The company is forecast to grow earnings by 25.03% per year, and consensus expects ARI to swing to profitability within three years, outpacing the broader market's typical growth rate. Looking ahead, investors will be weighing ARI's ability to deliver on this profit turnaround while margins and revenue growth remain...

Oppenheimer Holdings (OPY) posted a robust year-over-year earnings growth of 42.9%, lifting net profit margins to 6.3%, up from 5% a year ago. Despite this impressive uptick, the company’s longer-term track record shows annual earnings have declined by 21.9% over the last five years. The share price currently stands at $69.76, well above the estimated fair value of $26.45, and the price-to-earnings ratio of 8.4x remains significantly lower than both industry and peer averages. While recent...

Marcus (MCS) has swung to profitability, growing EPS at an average rate of 69.1% per year over the past five years, with earnings now forecast to climb another 43.3% annually. This is far ahead of the US market’s 15.9% growth forecast. Shares trade at $14.4, notably below the estimated fair value of $30.78, while a one-off $6.8 million loss weighed on recent reported results. Investors are now evaluating the prospects for sustained earnings momentum alongside the stock’s relatively high...

Employers Holdings (EIG) posted a net profit margin of 11.4%, down from 13.8% last year, reflecting a modest contraction in profitability. Over the past five years, earnings have declined by 1% annually, and looking ahead, revenue is forecast to shrink at a rate of -1.1% per year, with EPS growth expected at just 0.4% annually, which is well below the broader US market's 15.9% forecast. Despite the tempered growth trends, the company’s high-quality earnings and attractive dividend profile...

Westlake Chemical Partners (WLKP) posted a net profit margin of 4.8%, matching last year’s figure, while the company’s earnings have slipped by 6.7% annually over the past five years. Although revenue is forecast to grow at 7.7% each year, which trails the US market’s 10.3% pace, the shares currently trade at $18.86, notably below the fair value estimate of $49.88. With a Price-to-Earnings ratio of 12.6x, lower than both the industry and peer averages, and ongoing profit declines, investors...