U.S. Communications Stock News

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

SEI Investments (SEIC) posted net profit margins of 31.1%, a notable rise from last year’s 26.6%, and delivered earnings growth of 27.9% over the last twelve months, well ahead of its 5-year average growth of 5.2% per year. With revenue forecast to grow at 5.8% annually and strong valuation metrics, investors have fresh reasons to watch SEIC’s momentum closely in the capital markets sector. See our full analysis for SEI Investments. Next up, we’ll set these results against the chief...

We can readily understand why investors are attracted to unprofitable companies. For example, Telos ( NASDAQ:TLS...

Key Insights Institutions' substantial holdings in Voyager Therapeutics implies that they have significant influence...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

It's not a stretch to say that SEACOR Marine Holdings Inc.'s ( NYSE:SMHI ) price-to-sales (or "P/S") ratio of 0.7x...

Simpson Manufacturing Co., Inc. ( NYSE:SSD ), is not the largest company out there, but it saw a decent share price...

ICON (ICLR) has delivered solid earnings, growing its profits by 27.1% per year on average over the past five years, with the most recent year showing 11.2% earnings growth. Net profit margins improved to 9.8% from last year’s 8.6%, and future earnings are forecast to rise by 10.97% annually. Backed by these positive trends in earnings quality and sustained margin expansion, investors are looking at a company with underlying strength and favorable valuation signals. See our full analysis for...

Euronet Worldwide (EEFT) posted a net profit margin of 8%, up from last year's 7.4%, while annual earnings grew by 17.6%. That said, this latest growth is less than the company's five-year average of 37.9% per year, indicating profit acceleration has slowed compared to previous periods. Investors have a lot to consider, as Euronet's strong earnings quality, improved margins, and favorable valuation multiples are balanced by forecasts for more modest earnings and revenue growth versus the...

Textron (TXT) posted annual earnings growth of 12.9% over the past five years. However, earnings are now forecast to grow at a more subdued 6.4% per year, with revenue set to rise at 3.2% per year. The company’s current net profit margin stands at 5.8%, down from 6.7% last year, highlighting a slight margin compression. With forecasts trailing the broader US market, these results set the stage for investors to focus on Textron’s value case and past performance as the key drivers this earnings...

O'Reilly Automotive (ORLY) reported a 4% increase in earnings this year, building on its average annual growth rate of 6% over the past five years. Net profit margin came in at 14.2%, just below last year's 14.5%, with forward-looking estimates now calling for 6.5% annual earnings growth and 5.8% revenue expansion, both trailing the broader US market averages. While profits and sales continue to rise, the company’s growth momentum has softened compared to its industry peers and the wider...

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Townsquare Media, Inc. ( NYSE:TSQ ) is a stock worth...

The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...

Ardagh Metal Packaging (AMBP) remains unprofitable, with losses having deepened at a rate of 15.2% per year over the past five years. Looking ahead, analysts expect the company to turn things around within the next three years, projecting 92.65% annual earnings growth and a 3% yearly revenue climb. However, that is slower than the broader US market’s anticipated 10% pace. For investors, the combination of forecasted profit potential and the company’s value pricing is likely to keep AMBP in...

TriCo Bancshares (TCBK) reported net profit margins of 28.6%, slipping slightly from 29.2% a year ago. Over the past five years, earnings have grown at a 6.9% annual rate. Looking ahead, the company forecasts approximately 7.2% yearly earnings growth, which is notably below the broader US market’s projected 15.5% pace. For investors, the story is shaped by solid earnings quality, constructive valuation signals, and the absence of any identified risks in the latest statements. See our full...

GSI Technology recently announced the closing of a US$50 million registered direct offering following independent validation from Cornell University that its Gemini-I Associative Processing Unit achieves GPU-level AI performance while greatly reducing energy use. Cornell’s confirmation positions GSI’s technology as a potential disruptor in energy-efficient AI hardware and has led to heightened industry attention and user interest. We'll examine how independent scientific validation of this...

Tesla (TSLA) reported a net profit margin of 5.3%, down from last year’s 13.3%, as the company saw negative earnings growth over the most recent year despite averaging 19.2% annual earnings growth over the past five years. Still, the outlook remains upbeat, with revenue forecast to rise 16.9% per year and earnings expected to surge by 36% annually, both easily outpacing broader US market averages. See our full analysis for Tesla. Up next, we’ll see how these results hold up against the major...

Raymond James Financial (RJF) is forecasting earnings growth of 9.04% per year, with revenue expected to climb 7.7% annually. These growth rates are behind the broader US market, where earnings are forecast to rise 15.5% per year and revenue by 10%. The company’s net profit margin stands at 15.2%, slipping from last year's margin of 16.1%. Over the past year, earnings grew 3.4% for RJF, which is noticeably lower than its five-year annual average of 15.5%. While profit growth has moderated in...

Reliance (NYSE:RS) posted net profit margins of 5.2%, down from 7.4% a year ago, highlighting a decrease in profitability. While the company’s earnings have grown at just 0.9% per year on average over the past five years, forecasts now call for earnings growth of 11.1% per year and revenue to expand by 3% annually. Recent margin compression and slower profit acceleration set the stage for investors to weigh the company’s high earnings quality and attractive dividend against shifting growth...

Origin Bancorp (NYSE:OBK) reported net profit margins of 20.5%, down from 23.5% a year ago. Earnings have risen at an annual rate of 3.7% over the past five years. Shares currently trade at $33.09, which is well below the company’s estimated fair value of $59.93. Looking ahead, OBK’s earnings are forecast to grow at 19.8% per year, which is above the broader US market expectation of 15.5% annual growth. However, with revenue growth projected to lag the market and margins coming under...

Crown Castle (CCI) remains unprofitable, with net losses rising at a steep 47% annual pace over the past five years. Looking ahead, revenue is projected to fall by 9.1% per year for the next three years, but earnings are expected to rebound sharply, growing by nearly 90% annually as the company moves toward profitability. As the market weighs ongoing profitability risks against strong earnings growth forecasts, the focus is on whether Crown Castle can deliver on its turnaround potential amid...

Omnicom Group (OMC) is expected to grow earnings at 7.9% annually, building on its five-year track record of 5.6% per year. The company’s net profit margin slipped to 8.3% from last year's 9.5%, pointing to a bit of margin compression even as earnings quality remains high. See our full analysis for Omnicom Group. The next section takes a closer look at how these headline performance numbers measure up against the most-watched market narratives, highlighting where expectations hold up and...

Northrim BanCorp (NRIM) posted annual earnings growth of 93.2% over the past year, pushing its net profit margin to 31.3% from 23.1% a year ago. The company’s Price-To-Earnings ratio of 7.5x sits below both peers and the broader industry. The share price of $21.42 is well under an estimated fair value of $39.74. However, future growth rates for revenue and earnings are expected to trail the US market average. With profitability staying strong, improved margins, and a compelling valuation, the...