U.S. Communications Stock News

NYSE:VLN
NYSE:VLNSemiconductor

A Look At Valens Semiconductor (VLN) Valuation After New ADAS Wins And E Mirror Launch

Valens Semiconductor (VLN) is back on investor radar after securing a fourth MIPI A PHY design win in China and launching a production ready A PHY enabled e mirror with Sakae Riken Kogyo. See our latest analysis for Valens Semiconductor. The recent A PHY design wins and e mirror launch sit against a sharp short term rebound, with a 30 day share price return of 55.97% and year to date share price return of 58.97%. This contrasts with a 1 year total shareholder return decline of 19.48% and a 3...
NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

Should NewAmsterdam’s Multi-Indication Obicetrapib Strategy Reshape How NAMS Investors View Pipeline Concentration?

NewAmsterdam Pharma recently outlined its late-stage plans for obicetrapib, including an expected EMA approval decision in the second half of 2026, first-patient dosing in the RUBENS Phase 3 metabolic syndrome trial, continued progress in the PREVAIL cardiovascular outcomes study, and preparations for an Alzheimer’s disease trial based on earlier biomarker data. These updates give investors clearer visibility into NewAmsterdam’s pipeline evolution across cardiometabolic and neurological...
NasdaqGS:LENZ
NasdaqGS:LENZPharmaceuticals

Does LENZ Therapeutics' (LENZ) VIZZ Middle East Deal Reframe Its Global Ophthalmology Ambitions?

LENZ Therapeutics and Lunatus Marketing & Consulting FZCO recently announced an exclusive agreement for Lunatus to register and commercialize VIZZ, an FDA-approved aceclidine-based eye drop for presbyopia, across multiple Middle East markets including the UAE, Saudi Arabia and Qatar. The deal builds on VIZZ’s early U.S. launch, where the product generated about US$1.6 million in Q4 2025 revenue from over 20,000 prescriptions and broad uptake by eye care professionals. We’ll explore how early...
NYSE:KSS
NYSE:KSSMultiline Retail

Did Supreme Court Tariff Delay Just Reprice Kohl's (KSS) Margin Risk and Investment Narrative?

Earlier this week, the U.S. Supreme Court postponed a decision on the legality of tariffs affecting import-heavy retailers, leaving companies like Kohl’s facing ongoing uncertainty around their cost structure and pricing power. This delay keeps tariffs as a live risk factor for Kohl’s, potentially complicating efforts to manage margins at a time when its traditional department-store model is already under pressure. We’ll now look at how this tariff-related legal uncertainty reshapes Kohl’s...
NYSE:TIC
NYSE:TICProfessional Services

Assessing TIC Solutions (TIC) Valuation After JPMorgan’s Optimistic New Coverage

JPMorgan’s new coverage of TIC Solutions (TIC), highlighting its technical depth and acquisition integrations, has put the stock in focus as investors weigh cross-selling prospects and planned cost synergies against a recent earnings miss. See our latest analysis for TIC Solutions. The JPMorgan coverage has arrived after a choppy stretch for TIC Solutions, with a 90 day share price return of a 10.2% decline but a year to date share price return of 15.77%. The 1 year total shareholder return...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

What Rhythm Pharmaceuticals (RYTM)'s Strong IMCIVREE Revenue Beat Means For Shareholders

Rhythm Pharmaceuticals recently reported preliminary unaudited 2025 results showing IMCIVREE net product revenues of about US$57 million in the fourth quarter and US$194 million for the full year, both reflecting solid growth versus earlier periods. An interesting aspect of this update is that roughly two-thirds of IMCIVREE revenue still comes from the U.S., underlining how central that market remains to Rhythm’s commercial story even as global sales expand. We’ll now examine how this...
NYSE:TPH
NYSE:TPHConsumer Durables

Why Tri Pointe Homes (TPH) Is Up 12.2% After New ‘Market Outperform’ Rating and Easing Rates

Recently, Citizens began covering Tri Pointe Homes with a "Market Outperform" rating, coinciding with a fall in average two-year fixed mortgage rates below 4% and management comments about encouraging early demand signs for 2025 despite a weaker backlog. This combination of a new supportive analyst view, easing financing costs for buyers and cautious management optimism has sharpened investor attention on how Tri Pointe might perform if housing demand continues to stabilize. Next, we’ll...
NasdaqGM:AQST
NasdaqGM:AQSTPharmaceuticals

Aquestive Therapeutics (AQST) Is Down 39.4% After FDA Flags Deficiencies in Anaphylm Filing - What's Changed

Aquestive Therapeutics recently disclosed that the FDA has identified unspecified deficiencies in the New Drug Application for its orally delivered epinephrine film Anaphylm, pausing labeling discussions and potentially affecting the timing of any approval decision ahead of the scheduled 31 January 2026 PDUFA date. At the same time, the company is pressing ahead with plans to seek approvals for Anaphylm in Canada, Europe, and the UK in 2026, signaling an effort to build a global,...
NasdaqGS:APOG
NasdaqGS:APOGBuilding

Assessing Apogee Enterprises (APOG) Valuation After Weak Q3 Results And CFO Resignation

Apogee Enterprises (APOG) drew fresh attention after disappointing third quarter results, a reduced fiscal 2026 outlook, and the resignation of its Chief Financial Officer coincided with a sharp one day share price drop. See our latest analysis for Apogee Enterprises. The recent selloff came on top of already weak momentum, with a 30 day share price return showing an 11.6% decline and a 1 year total shareholder return showing a 28.7% decline. This suggests sentiment has been fading even...
NYSE:RLJ
NYSE:RLJHotel and Resort REITs

Is Barclays’ Sell Rating and Insider Activity Altering The Investment Case For RLJ Lodging Trust (RLJ)?

In recent days, Barclays initiated coverage on RLJ Lodging Trust with a Sell rating, coinciding with a period of increased insider selling activity. This combination of cautious analyst sentiment and insiders reducing exposure may raise fresh questions about how investors perceive RLJ Lodging Trust’s prospects. We’ll now look at how Barclays’ cautious stance and insider selling could shape RLJ Lodging Trust’s broader investment narrative for investors. The end of cancer? These 29 emerging...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Is It Time To Reassess Sabra Health Care REIT (SBRA) After Strong Five Year Returns?

If you are wondering whether Sabra Health Care REIT is offering fair value at today's price, you are not alone. This article is built to help you weigh what the current share price might mean for you as an investor. The stock last closed at US$19.28, with returns of 0.7% over the past week, 0.5% over the past month, 0.7% year to date, 24.4% over the past year, 87.0% over three years, and 64.9% over five years. These figures may have caught the eye of investors thinking about growth potential...
NasdaqGM:EYPT
NasdaqGM:EYPTPharmaceuticals

EyePoint Pharmaceuticals (EYPT) Valuation Check After DURAVYU Phase 3 And NDA Progress

EyePoint (EYPT) is back in focus after a recent corporate update on DURAVYU, outlining progress in Phase 3 trials for wet age related macular degeneration and diabetic macular edema, along with preparations for a potential NDA filing. See our latest analysis for EyePoint. Despite the recent DURAVYU update and funding progress, EyePoint’s share price has been volatile, with a 1 day share price return of a 5.0% decline and a 7 day share price return of a 7.2% decline. However, the 90 day share...
NasdaqGM:GAMB
NasdaqGM:GAMBMedia

A Look At Gambling.com Group (GAMB) Valuation After New Coverage Highlights Sports Data Revenue Growth

Freedom Capital’s new coverage of Gambling.com Group (GAMB), focused on sports data services and revised revenue guidance, has pushed the stock into the spotlight for investors tracking online gambling and data driven revenue models. See our latest analysis for Gambling.com Group. The recent initiation of coverage comes at a time when Gambling.com Group’s 90 day share price return of 31.66% decline and 1 year total shareholder return of 62.46% decline signal fading momentum, even as sports...
NYSE:CXM
NYSE:CXMSoftware

Will Rising Interest in AI CX Tools Change Sprinklr's (CXM) Unified Platform Narrative?

In recent days, Sprinklr has attracted increasing investor attention for its AI-driven Unified Customer Experience Management platform, which helps enterprises manage communication across multiple channels and internal teams. This renewed interest highlights how Sprinklr’s AI capabilities are becoming more relevant for companies pursuing digital transformation and integrated customer engagement. Next, we’ll examine how Sprinklr’s growing emphasis on AI-powered customer experience tools could...
NasdaqGM:ZNTL
NasdaqGM:ZNTLBiotechs

Does Zentalis (ZNTL) Pairing DENALI Progress With Insider Buying Reveal a Shifting Oncology Strategy?

Zentalis Pharmaceuticals recently reported completing Part 2a enrollment in its DENALI trial, aligning with the FDA on the Phase 3 ASPENOVA design for azenosertib and outlining expectations for dose confirmation and topline data by the end of 2026. Alongside these pipeline updates, a 10 percent owner, Walters Group, bought about 6,459,973 shares for roughly US$7.70 million, underscoring insider confidence as the company also refocuses azenosertib away from uterine serous carcinoma and toward...
NYSE:CMRE
NYSE:CMREShipping

Assessing Costamare (CMRE) Valuation After Dividend Reaffirmation And Balance Sheet Progress

What Costamare’s Latest Dividend Move Signals for Investors Costamare (CMRE) recently reaffirmed its income profile by declaring a quarterly dividend of $0.115 per common share, along with scheduled payments on its Series B, C, and D preferred shares. For common shareholders, the $0.115 dividend relates to the quarter ended December 31, 2025 and is payable on February 5, 2026 to investors on record as of January 20, 2026. Preferred investors are set to receive $0.476563 per Series B share,...