U.S. Communications Stock News

First Solar (FSLR) reported earnings growth of 12.2% over the past year, coming in below its robust five-year average of 36.9% per year. Net profit margins stand at 27.7%, lower than last year’s 32.4%. Looking ahead, analysts forecast annual earnings growth of 23.7% and revenue growth of 11.2%, both outpacing broader US market averages. See our full analysis for First Solar. The real test is how these headline figures compare with the market’s prevailing narratives. Some expectations may...

CNB Financial (CCNE) posted a net profit margin of 18.8%, trailing last year’s 22.6%. EPS growth averaged 3.9% annually over the past five years but slipped into negative territory this past year. The current share price of $24.6 sits well below a fair value estimate of $51.07. CCNE trades at a 16.8x P/E ratio, a premium versus sector peers. Forecasts point to robust growth ahead, with expectations for profit and revenue to surge 53.4% and 21.7% per year, respectively. These figures outpace...

Wondering if International Flavors & Fragrances is a rare value opportunity or a value trap? Let's dig into what the numbers and recent moves might be telling us. The stock has seen some volatility, with a 3.3% gain over the last month but is still down 24.2% year to date and 35.0% over the past year. Market attention has ramped up recently due to buyout speculation and ongoing restructuring efforts designed to streamline operations, fuel efficiency, and restore shareholder confidence. These...

Wondering if Dorman Products is trading at a bargain or if it's already fully valued? You are not alone, as many investors are eyeing this stock with curiosity in today's market. Over the last week, shares dipped by 15.2%, compounding a 13.6% slide over the past month. However, the year-to-date return still holds at a positive 4.4% and 4.9% for the past year, suggesting both volatility and ongoing investor interest. Recent headlines have focused on competitive developments in the auto parts...

Lumen Technologies (LUMN) remains unprofitable, with losses accelerating by 27.5% per year over the past five years. Revenue is projected to decline by 4.2% per year for the next three years, and profit margins have shown no improvement according to the latest figures, with the company continuing to report losses. The main draw for investors is its relatively low Price-to-Sales Ratio of 0.8x; however, this is offset by both a lack of profitability and ongoing share price instability in recent...

LCI Industries (LCII) delivered a notable earnings turnaround this year, with net profit margin rising to 4.5% from 3.5% the prior year and annual earnings growth of 36.8%, marking a sharp reversal from its five-year track record of averaging a 15.1% per year decline. Looking forward, the company sees forecasted earnings growth of 4.18% per year and revenue expected to increase by 3.9% per year. Investors will also note that the stock trades at 14 times earnings, a discount to both industry...

NovoCure (NVCR) remains unprofitable, with net losses increasing at an annual rate of 40.7% over the past five years and no improvement in net profit margins. For investors, the key reward comes from revenue, which is forecast to grow at 12.9% per year, well ahead of the broader US market’s expected 10.3% growth. The trading price of $12.81 sits below its estimated fair value of $60.99. Despite these positives, the company is projected to stay unprofitable for at least the next three years,...

OppFi (OPFI) reported its net profit margin at 1.2%, down from last year’s 2.8%, and has seen earnings decline by an average of 72.6% per year over the past five years. Still, analyst forecasts project annual earnings growth of 123.7% and revenue growth of 28.4% going forward, positioning future results well above typical U.S. market expectations. See our full analysis for OppFi. Next up, we will see how these headline figures match up with the market consensus and narrative, and whether the...

Select Medical Holdings (SEM) just turned a corner with improved net profit margins and has moved into profitability even as its earnings have dipped by 40.6% annually over the past five years. Looking ahead, analysts expect robust annual earnings growth of 35.4%, which is well above the broader US market's 15.9% forecast. However, revenue growth is projected at a slower 8.2% per year. The company’s strong margin improvement and reputation for high-quality earnings offer investors an...

Caterpillar (CAT) reported a 16.39% forecasted annual growth in earnings, outpacing the US market average of 15.9%. Revenue is projected to increase by 5.7% per year, while the company’s current net profit margin is 14.3%, lower than last year’s 16.3%. Although Caterpillar has delivered robust earnings growth averaging 20.7% per year over the past five years, the most recent year saw a dip in earnings and compressed margins. This indicates a shift in profitability dynamics. See our full...

KLA (KLAC) posted a net profit margin of 33.8%, up notably from 28.9% last year, with EPS growth surging 42.8% year-over-year, which is well above its five-year annual average of 12.7%. While forward-looking forecasts point to earnings and revenue growth of 9.88% and 7.8% per year respectively, both trail broader US market expectations, setting a more tempered outlook. Investors may see this as a sign of robust operational efficiency, though the gap between KLAC’s premium share price and its...

Alnylam Pharmaceuticals (ALNY) achieved profitability over the past year, with average annual earnings growth of 27.5% over the last five years. Looking ahead, forecasts anticipate earnings growth of 52% per year and revenue rising by 25.2% annually, both well ahead of US market benchmarks. With recently improved net profit margins, high-quality earnings, and a discounted cash flow valuation that suggests shares are trading below fair value, investors may see this as a compelling growth...

InterDigital (IDCC) delivered an 87.8% jump in earnings over the past year, easily beating its five-year annual average growth rate of 48.1%. Net profit margins climbed to 53.5% from 36.7% a year earlier, highlighting expanded profitability. With high-quality earnings and a share price that trades at an 18.8x P/E, well below industry and peer averages, investors are watching for risks around an expected -25.5% annual drop in earnings and -12.5% annual decline in revenue over the next three...

Prudential Financial (PRU) is expected to deliver earnings growth of 15.19% per year and revenue growth of 3.2% annually, but the net profit margin has narrowed to 4.5% from 5.6% last year. Over the past five years, earnings have averaged a -7% annual growth rate. While profits are considered high quality, margin compression remains a focal point for investors. With the stock trading at $104.00, attention now centers on the balance between moderate growth prospects and shrinking...

Princeton Bancorp (BPRN) posted a net profit margin of 23.2%, jumping from 15.3% a year prior, while annual earnings soared 72.5%. This marks a sharp turnaround after five years of declines. Earnings growth is forecast at an impressive 28.1% per year over the next three years, outpacing the broader US market. However, revenue is expected to grow more slowly at 4.7% per year compared to the US market’s 10.3%. Investors are weighing the improving profitability and strong growth outlook against...

FirstCash Holdings (FCFS) reported earnings growth of 26.5% over the past year, outpacing its five-year average of 19.9% per year. Net profit margins improved to 8.9% from 7.3% last year, and the company is expected to see earnings increase at a 17.5% annual rate moving forward. While the share price sits at $158.64, well above the discounted cash flow fair value estimate of $71.35, the rising historic and projected profit and revenue offer a compelling growth narrative that investors will...

Huntington Ingalls Industries (HII) posted average earnings declines of 1.9% per year for the past five years. The most recent annual report points to further negative earnings growth. Net profit margins slipped to 4.7% from last year’s 6%. While the company is expected to grow earnings by 10.4% per year and revenue by 4.5% per year going forward, both growth rates trail the broader US market. Even so, the company continues to be recognized for high quality past earnings and its...

Wondering whether Cheniere Energy Partners is a bargain or overpriced? Let’s dive into what really matters for value-focused investors like you. The stock has climbed 10.8% over the past year. However, recent weeks tell a slightly different story, with a 4.1% dip in the last seven days and a year-to-date loss of 6.3%. News around the liquid natural gas market, with shifting export volumes and global energy demand, has been driving much of the price action. There is also increased attention...

TTM Technologies (TTMI) delivered standout earnings momentum, with EPS growing at an impressive 94.3% in the most recent year and averaging 25.1% annual growth over the past five years. Net profit margins improved to 4.7% from 2.9%, signaling more efficient operations and better cost control. Looking ahead, the company is expected to outpace the broader US market in earnings growth. However, revenue growth is forecast to be more modest by comparison. See our full analysis for TTM...

CommScope Holding Company (COMM) has returned to profitability over the past year, despite reported earnings growth averaging -1.6% annually for the last five years. Margins have moved from negative to positive, though the latest results include a notable $98.4 million one-off loss that impacted the bottom line. Revenue is projected to climb at 9.1% per year, a pace that trails the broader US market's 10.3% outlook. Shares currently trade at $16.84. See our full analysis for CommScope Holding...

Kirby (NYSE:KEX) posted a net profit margin of 9.2% for the latest period, slightly down from last year's 9.4%. The company saw its earnings contract over the past twelve months, reversing a strong five-year track record of 56.7% annualized earnings growth. Kirby is now expected to grow earnings at 7.4% per year going forward, trailing the broader US market's 15.7% pace. Despite solid historical profitability and high-quality earnings, forward-looking growth rates and recent compression in...

Stepan (SCL) reported that earnings have declined 26.1% per year over the last five years, and its current net profit margin is 2%, slightly below last year's 2.1%. Revenue is forecast to rise 5.3% annually, which trails the broader US market growth rate of 10.3%. However, earnings are projected to surge 53.4% per year, far ahead of the US average forecast of 15.7%. With valuation multiples below both industry and peer averages, investors may see recent trends as a setup for potential upside...

Essex Property Trust (ESS) posted standout numbers in its latest report, with earnings climbing 54.1% over the past year and averaging an annual growth rate of 10.5% over the last five years. Net profit margins surged to 44.3% this year, up from 31.4% last year. However, this jump was influenced by a $568.3 million one-off gain, which plays a key role in the comparison. As investors weigh the headline figures, attention is turning to both the quality of underlying profits and Essex’s...

United Therapeutics (UTHR) reported net profit margins of 40.7%, edging up from last year’s 40.3%. Over the past five years, earnings rose at a robust 22.8% annual rate, but most recent profit growth slowed to 14.5%. With analysts forecasting 10% annual earnings growth and revenue set to expand 9.4% per year, both metrics are tracking a bit below the wider US market outlook. Strong profitability, solid margins, and a Price-To-Earnings ratio of 16.1x, which is under both industry and peer...