U.S. Communications Stock News

Investors may be wondering whether Ondas at around US$9.31 is still offering value after its big run, or if most of the opportunity has already been priced in. The stock has pulled back with a 3.8% decline over the last week and a 23.4% decline over the last month, even after very large 1 year and 363.2% 3 year returns. Recent coverage has focused on Ondas as a higher growth, higher risk name, with attention on how its technology and market positioning could affect future cash flows and...

Wondering if Plains GP Holdings at around US$21.59 is offering solid value today, or if the easy money has already been made? This article walks through what the current price really implies. The stock has posted returns of 3.4% over the past week, 5.1% over the past month, 11.2% year to date and 8.6% over the last year, with a very large 3 year return and a 259.0% return over 5 years that may be catching more investor attention. Recent coverage has focused on Plains GP Holdings as an energy...

Amdocs (DOX) shares are in focus after the company lowered its fiscal 2026 earnings guidance and confirmed CEO Shuky Sheffer will retire, with Group President Shimie Hortig set to take over. See our latest analysis for Amdocs. The latest guidance cut and leadership transition appear to have weighed on sentiment, with a 30 day share price return showing a decline of 17.36% and a 1 year total shareholder return showing a decline of 20.76%, pointing to fading momentum despite the recent $69.23...

D-Wave Quantum (NYSE:QBTS) agreed to acquire Quantum Circuits in a US$550 million deal, expanding from quantum annealing into gate-model quantum computing. The company secured a US$10 million, two year enterprise contract with a Fortune 100 customer for its quantum computing services. Management describes the Quantum Circuits technology as potentially reducing error rates and supporting development of gate-based, error-corrected processors. D-Wave Quantum focuses on commercial quantum...

TechnipFMC recently drew attention with an active share buyback program and unusually heavy trading, highlighting shifting investor focus on the company’s capital allocation and liquidity profile. With fourth-quarter 2025 results, released on 19 February 2026, expected to reflect strong Subsea contributions but pressured margins from inflation and tight labor markets, investors are weighing how resilient the core business really is. We’ll now examine how anticipation of earnings and the...

In February 2026, TransUnion reported past fourth-quarter 2025 results showing higher sales and earnings, issued 2026 guidance calling for mid‑single‑digit to high‑single‑digit revenue and earnings growth, raised its quarterly cash dividend to US$0.125 per share, and completed a US$300.89 million share repurchase program. The combination of stronger recent performance, upbeat forward guidance, a higher dividend, and completed buybacks underlines management’s confidence in cash generation and...

In early February 2026, Take-Two Interactive reported fiscal third-quarter revenue of US$1,699.0 million and a reduced net loss of US$92.9 million, while also issuing guidance for a full-year net loss of US$338.0 million to US$369.0 million on revenue of US$6,550.0 million to US$6,600.0 million. The combination of higher quarterly revenue, a narrowing loss, and raised full-year guidance has prompted analysts to highlight improving execution across Take-Two’s platforms and operations,...

If you are wondering whether Newmont shares still offer value after a strong run, this article will walk through what the current price could mean for long term investors. Newmont's share price recently closed at US$125.80, with returns of 3.5% over the last 7 days, 10.2% over 30 days, 24.3% year to date and 169.3% over the last year, as well as 202.0% over 3 years and 159.2% over 5 years. Recent coverage of Newmont has focused on its position as a major gold producer and its scale in the...

If you are wondering whether Workiva's current share price reflects its true worth, you are not alone. This article walks through what that could mean for long term holders and for new investors looking at the stock for the first time. Workiva's shares last closed at US$61.93, with returns of an 11.5% decline over 7 days, 27.8% decline over 30 days, 25.4% decline year to date and 31.0% decline over 1 year, while the 3 year and 5 year returns are 27.6% decline and 39.8% decline...

NASA has delayed Boeing's Starliner program again and shifted its commercial crew contract to limit Starliner to cargo-only missions for now. This move represents a setback for Boeing's crewed spaceflight ambitions and introduces fresh execution questions around its space portfolio. Separately, Boeing is rolling out upgrades to its JDAM LR munitions line, adding new capabilities for long range precision weapons. For investors watching Boeing (NYSE:BA), these announcements come alongside a...

JPMorgan Chase (NYSE:JPM) has appointed Guy Halamish as its new Chief Operating Officer to lead the bank's expansion in artificial intelligence. The bank is integrating its Kinexys Liink blockchain network with Nacha's Phixius platform to support secure, real-time payment account validation. These moves highlight the bank's focus on AI, data and secure payments infrastructure across its core operations. For you as an investor, this combination of a new AI focused COO and a blockchain based...

Vertiv Holdings Co recently reported fourth-quarter and full-year 2025 results, with revenue rising to US$2.88 billion for the quarter and US$10.23 billion for the year, alongside a sharp increase in net income and earnings per share. Management also issued 2026 guidance calling for US$13.25 billion to US$13.75 billion in net sales and GAAP diluted EPS of about US$5.32, underpinned by a very large backlog driven by AI and data center demand. Next, we’ll examine how this backlog-fueled 2026...

Global-E Online recently reported that gross merchandise volume climbed 33% and revenue rose 25%, with net profit turning positive and full-year 2025 revenue guidance raised alongside an adjusted EBITDA outlook of US$185.6 million to US$200 million. Analysts have also lifted their revenue estimates for 2025 and 2026, with 2026 revenue now projected at US$1.18 billion, reflecting growing confidence in Global-E’s cross-border e-commerce model and execution. Next, we’ll examine how Global-E’s...

Recent commentary around Lemonade (LMND) has focused on upbeat projections for premiums, revenue and customer growth, as the insurer leans on AI driven expansion ahead of an earnings report that is drawing investor attention. See our latest analysis for Lemonade. The upbeat expectations around premiums and customer growth are playing out against a mixed price backdrop. A recent 2.91% 1 day share price gain to $63.76 follows a 30 day share price return of negative 19.71% and a much stronger 1...

If you are wondering whether Church & Dwight is fairly priced at its recent levels, you are not alone. This article is aimed at helping you judge what you might really be paying for the stock. The share price recently closed at US$101.45, with returns of 2.5% over 7 days, 12.0% over 30 days, 22.8% year to date, and a 1.1% decline over the past year, alongside 25.1% over 3 years and 32.8% over 5 years. Recent news around household and personal care companies has focused on how brands with...

Visa stock: recent performance and business snapshot Visa (V) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a recent close of US$314.08, Visa continues to operate a large global payments network through VisaNet. The company generates annual revenue of US$41.391b and net income of US$20.592b from its payment processing and related services. See our latest...

SiteOne Landscape Supply (SITE) is back in focus after reporting fourth quarter and full year 2025 results, with higher sales and net income, followed by fresh analyst commentary and increased insider selling activity. See our latest analysis for SiteOne Landscape Supply. The recent earnings update, buyback progress and a pick up in analyst coverage have come alongside a 90 day share price return of 24.21% and a 1 year total shareholder return of 9.51%. This suggests strong short term...

Crown Castle Inc. recently reported its fourth quarter and full-year 2025 results, with full-year revenue of US$4,264 million and net income of US$444 million, compared with a very large net loss in the prior year. At the same time, management issued 2026 guidance calling for a projected net loss of US$780 million, highlighting a sharp contrast between the return to profitability in 2025 and expectations for renewed losses ahead. We’ll now examine how the shift from 2025 profitability to an...

Avis Budget Group (NasdaqGS:CAR) is expanding its presence in the growing wedding car rental market with new luxury-focused services. The company is leaning into event-driven travel demand by tailoring premium offerings for weddings and related celebrations. Digital booking tools are being used to make it easier for customers to plan and reserve wedding transportation. Avis Budget Group, known for its global rental brands, is moving further into higher end, event centric services as...

Casey's General Stores (CASY) is back in focus after reporting 14% earnings growth in Q2 fiscal 2026, alongside a 9% rise in store count, with management reiterating expectations for mid teen EBITDA growth. See our latest analysis for Casey's General Stores. The recent Q2 update, dividend payment of US$0.57 per share, and February share price move that saw Casey's touch an intraday high near its 52 week peak all sit against a strong backdrop. A 90 day share price return of 19.61% and a 1 year...

If you are wondering whether Fiserv's current share price reflects its true value, this article walks through the key numbers so you can judge for yourself. The stock last closed at US$59.36, after returns of a 5.2% decline over 7 days, a 10.5% decline over 30 days, a 9.5% decline year to date, a 74.9% decline over 1 year, a 47.8% decline over 3 years and a 48.7% decline over 5 years. Recent coverage has focused on Fiserv as a major player in payments and financial technology, including its...

Why Global Business Travel Group’s 2026 outlook matters Global Business Travel Group (GBTG) issued full year 2026 guidance, targeting 19% to 21% revenue growth to US$3.235b to US$3.295b. This represents a sharp contrast with its slower sales trends in recent years. See our latest analysis for Global Business Travel Group. Despite the upbeat 2026 revenue outlook, Global Business Travel Group’s recent share price performance has been weak. The 30 day share price return shows a 33.77% decline,...

MGM Resorts International (NYSE:MGM) recorded a goodwill impairment related to Q4 2025, reflecting an adjustment to certain acquired asset values. The company also reported progress on its capital return program, including the completion of two large share buyback tranches. These moves affect how the balance sheet is presented and reduce the company’s share count, which can influence key per share metrics. MGM Resorts International comes into this update with its stock at $34.14, with...

Carpenter Technology (CRS) is entering a leadership transition that investors will be watching closely, as President and Chief Operating Officer Brian Malloy is set to become Chief Executive Officer on July 1, 2026. See our latest analysis for Carpenter Technology. The upcoming CEO change comes after a period of strong momentum, with a 30 day share price return of 13.22% and a very large 5 year total shareholder return. This suggests investors have already been reassessing Carpenter...