U.S. Communications Stock News

NYSE:CXM
NYSE:CXMSoftware

Sprinklr (CXM) Net Margin Strengthens, Challenging Market Skepticism on Slower Revenue Growth

Sprinklr (CXM) has just posted another quarter of solid top line and bottom line numbers, with Q2 2026 revenue at about $212 million and basic EPS of roughly $0.05, supported by trailing 12 month revenue of about $821 million and EPS of around $0.47. The company has seen revenue move from roughly $196 million in Q1 2025 to about $212 million in Q2 2026, while basic EPS has ranged from about $0.04 in Q1 2025 to approximately $0.05 in the latest quarter. This sets up a story where profitability...
NasdaqGS:BDTX
NasdaqGS:BDTXBiotechs

Black Diamond Therapeutics (BDTX): Valuation Check After New Phase 2 Silevertinib Data and Glioblastoma Trial Plans

Black Diamond Therapeutics (BDTX) just released topline Phase 2 data for its EGFR inhibitor silevertinib in frontline non small cell lung cancer, while also laying out plans for a randomized Phase 2 trial in newly diagnosed glioblastoma. See our latest analysis for Black Diamond Therapeutics. The latest silevertinib update landed against a choppy backdrop for Black Diamond Therapeutics, with a sharp 1 day share price return of negative 22.03 percent and a 7 day share price return of negative...
NYSE:K
NYSE:KFood

Does Kellanova’s Snacks Focus Justify Its Strong Multi Year Share Price Gains?

Wondering if Kellanova is still fairly priced after its long run, or if there is more upside left in the tank? This breakdown will help you decide whether the current share price actually makes sense. The stock has been mostly treading water in the short term, down 0.6% over the last week and roughly flat over the past month at 0.1%. However, that hides a steadier climb of 2.6% year to date and 6.2% over the last year, compounding into 32.5% and 69.5% gains over the past 3 and 5...
NYSE:TJX
NYSE:TJXSpecialty Retail

TJX (TJX) Q3: Strong 5% Same-Store Sales Growth Tests Justification for Premium Valuation

TJX Companies (TJX) just posted another solid quarter, with Q3 2026 revenue of about $15.1 billion, Basic EPS of $1.28, and net income of $1.4 billion setting the tone for its latest update. The company has seen revenue move from roughly $14.1 billion and EPS of $1.15 in Q3 2025 to $15.1 billion and $1.28 this quarter, while trailing twelve month revenue has climbed to about $59.0 billion alongside EPS of $4.58 and net income of $5.1 billion, giving investors a clear view of steady top and...
NasdaqGM:TBPH
NasdaqGM:TBPHPharmaceuticals

Is Oppenheimer’s Focus on Ampreloxetine Quietly Redefining Theravance Biopharma’s (TBPH) Risk-Reward Profile?

Oppenheimer recently initiated coverage on Theravance Biopharma with an Outperform rating, emphasizing the importance of the Phase 3 ampreloxetine readout expected in the first quarter of 2026 and the company’s virtual key opinion leader event on this program. The focus on ampreloxetine as a potential billion-dollar therapy in a rare neurogenic condition highlights how pivotal this single late-stage asset has become for Theravance’s future prospects and risk profile. We’ll now explore how...
NasdaqCM:BHAT
NasdaqCM:BHATEntertainment

Blue Hat Interactive (NasdaqCM:BHAT) Losses Persist, Reinforcing Bearish Narratives on Turnaround Prospects

Blue Hat Interactive Entertainment Technology (NasdaqCM:BHAT) has just posted its H1 2025 scorecard, with trailing twelve month revenue sitting at about $19.0 million and net income of roughly -$9.1 million, keeping EPS around $0 over that span. The company has seen revenue move from $27.4 million in H2 2023 to $18.7 million in H2 2024, while net income excluding extraordinary items shifted from -$22.3 million to -$8.2 million. The latest numbers still leave investors focused squarely on...
NYSE:EVTC
NYSE:EVTCDiversified Financial

Should EVERTEC’s New US$150 Million Term Loan B Shift (EVTC) Require Action From Investors?

On November 25, 2025, Evertec, Inc. and its subsidiary Evertec Group, LLC entered into a fifth amendment to their Credit Agreement, adding a US$150,000,000 Term Loan B facility to repay borrowings under the existing revolving credit line at unchanged interest margins. This refinancing shifts short-term revolver usage into longer-term term debt, potentially giving EVERTEC clearer liquidity visibility and more stable funding for its operations and growth initiatives. We’ll now examine how...
NYSE:WDH
NYSE:WDHInsurance

Waterdrop (NYSE:WDH) Margin Gain Reinforces Bullish Profitability Narrative

Waterdrop (NYSE:WDH) has followed up its latest quarter with solid headline numbers, as Q2 2025 revenue came in at about CNY 838 million and basic EPS landed at roughly CNY 0.39, which sets the stage for another year of profitability momentum. The company has seen revenue move from roughly CNY 676 million in Q2 2024 to about CNY 838 million in Q2 2025, while basic EPS has climbed from around CNY 0.24 to CNY 0.39 over the same period. This gives investors a cleaner, more scalable earnings...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Profitability Shift Reinforces Bullish Margin Narrative After Q3 2026 Results

Okta (OKTA) has just posted Q3 2026 numbers with revenue of $742 million and basic EPS of $0.24, while on a trailing twelve month basis revenue sits at about $2.8 billion with EPS of $1.12 as the business continues to consolidate its move into sustained profitability. Looking back over recent quarters, revenue has stepped up from $682 million in Q4 2025 and $665 million in Q3 2025, alongside basic EPS rising from $0.13 and $0.09 in those periods. This sets the stage for investors to focus on...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike (CRWD) Q3 2026: Shrinking Losses Test High-Growth, Premium-Valuation Narrative

CrowdStrike Holdings (CRWD) just posted Q3 2026 results with revenue of about $1.2 billion and a basic EPS loss of $0.14, keeping the focus firmly on scaling the top line while chipping away at losses. The company has seen quarterly revenue move from roughly $964 million in Q2 2025 to $1.23 billion in Q3 2026. Basic EPS has shifted from a $0.19 profit in Q2 2025 to a $0.44 loss in Q1 2026 and then narrowed to a $0.14 loss this quarter. This progression positions investors to pay close...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell (MRVL) EPS Surge Reinforces Bullish AI Profitability Narrative Despite Valuation Questions

Marvell Technology (MRVL) has turned in a punchy Q3 2026 print, with revenue of about $2.1 billion and basic EPS of $2.22, while net income (excluding extra items) came in at $1.9 billion as the latest marker of its profitability turnaround. The company has seen revenue move from $1.52 billion in Q3 2025 to $2.07 billion in Q3 2026 alongside a swing in net income from a loss of $676.3 million to a $1.9 billion profit, setting up a quarter where margins look materially healthier and far more...
NYSE:ITW
NYSE:ITWMachinery

Is Illinois Tool Works Offering Long Term Value After Recent Share Price Stagnation?

If you have ever wondered whether Illinois Tool Works at around $250 a share is quietly turning into a value opportunity or just clinging to a premium price tag, you are exactly who this breakdown is for. The stock is roughly flat year to date, up 0.4% over the last week and 2.8% over the last month, but still down about 7.1% over the past year even after delivering a solid 21.8% gain over 3 years and 35.8% over 5 years. That mixed performance has come as investors weigh ITW's position as a...
NasdaqGM:JANX
NasdaqGM:JANXBiotechs

Janux Therapeutics (JANX) Is Down 50.7% After Positive JANX007 Phase 1 mCRPC Update - What's Changed

Janux Therapeutics recently reported positive updated interim Phase 1 data for its PSMA-directed TRACTr candidate JANX007 in metastatic castration-resistant prostate cancer, based on 109 treated patients as of the October 15, 2025 cutoff, and held a virtual event on December 1 to discuss the results. The update highlights not only progress for JANX007 but also reinforces Janux’s broader TRACTr and ARM platforms, which span multiple solid tumors and an emerging CD19 program in autoimmune...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Q3 2026: Wider Net Loss Challenges Gradual Path-to-Profitability Narrative

Asana (ASAN) just posted its Q3 2026 numbers, with revenue at about $201 million and basic EPS at roughly -$0.29. This keeps the focus firmly on how quickly the business can convert top line scale into a path toward profitability. The company has seen revenue move from around $179 million in Q2 2025 to roughly $201 million in Q3 2026, while basic EPS over that span has hovered between about -$0.31 and -$0.17. That sets up this quarter as another check in on whether margins are starting to...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS): Revisiting Valuation After a Strong Multi‑Year Share Price Run

Tarsus Pharmaceuticals (TARS) has quietly rewarded patient shareholders, with the stock up about 59% over the past year and more than quadrupling over three years, despite ongoing net losses. See our latest analysis for Tarsus Pharmaceuticals. That kind of move, with a recent 30 day share price return of about 17% and a one year total shareholder return nearing 59%, suggests momentum is building as investors reassess Tarsus Pharmaceuticals’ growth prospects against its still loss making...
NasdaqGS:PNTG
NasdaqGS:PNTGHealthcare

Will Medicare’s 2026 Rule Shift and Amedisys Integration Strengthen Pennant Group’s (PNTG) Narrative?

Earlier this week, Truist Securities upgraded The Pennant Group to a buy rating, highlighting solid operating trends, strong sector demand, and reduced reimbursement risk following a less restrictive 2026 Medicare home health rule. Analysts also pointed to Pennant’s smooth integration of 54 acquired Amedisys locations as a key factor supporting its operational and earnings outlook. With that backdrop, we’ll now explore how the favorable 2026 Medicare rule update may affect Pennant’s broader...