U.S. Communications Stock News

NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

XPEL (XPEL): Earnings Growth Forecast Reinforces Positive Sentiment as Stock Trades Below Fair Value

XPEL (XPEL) posted revenue growth forecasts of 14% per year, comfortably beating the broader US auto components sector's 10.5% growth outlook. Earnings are predicted to accelerate even faster, with EPS expected to expand 30.7% per year, well ahead of the market's 16% annual average. Meanwhile, the current net profit margin edged down to 10.8% from last year's 11.6%. The combination of robust forecasted growth, a share price trading below estimated fair value at $35.31 per share, and...
NasdaqGS:BANF
NasdaqGS:BANFBanks

How Recent Regional Bank Sector Volatility Impacts BancFirst’s Market Valuation in 2025

Thinking of investing in BancFirst and wondering if the stock is truly undervalued, or if there is more to the story? You are not alone. Many savvy investors are taking a closer look at its numbers. BancFirst shares have been on a wild ride, rising 1.1% in the last week, despite dropping 13.0% over the past month and showing a year-to-date decline of 4.7%. However, if you zoom out, they are still up 130.4% over the past five years. Much of this recent volatility is linked to news around...
NYSE:OVV
NYSE:OVVOil and Gas

Ovintiv (OVV) One-Off $1.2 Billion Loss Challenges Profit Margin Recovery Narrative

Ovintiv (OVV) has achieved an average annual earnings growth of 49.2% over the past five years. However, the latest 12 months saw net profit margin shrink to 6.6% from 18.8% in the previous year. Results for the period include a notable one-off loss of $1.2 billion, which weighed on reported earnings. Looking ahead, revenue is forecast to rise 2.8% per year, trailing the broader US market's expected 10.5% annual growth. Meanwhile, earnings are projected to climb 39.8% per year, outpacing the...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Taboola (TBLA) Turns Profitable, Defies Skeptics with Rapid Earnings Growth and High Valuation

Taboola (TBLA) has turned profitable for the first time, with its net profit margin showing clear improvement over the past year. The company’s earnings are forecast to grow at an impressive 32.4% per year, more than double the US market’s average, while revenue is expected to grow at 6.9% annually, trailing the broader market’s 10.5%. Shares recently traded at $3.71, which is well below an estimated fair value of $10.05. The current Price-To-Earnings Ratio stands at a hefty 80.9x, indicating...
NasdaqGM:AVDL
NasdaqGM:AVDLPharmaceuticals

Avadel Pharmaceuticals (AVDL): Revenue Forecast to Grow 15.6% Annually Heading Into Earnings Season

Avadel Pharmaceuticals (AVDL) continues to operate at a loss, with losses having grown at an average annual rate of 12.4% over the past five years and a net profit margin that remains unimproved year over year. Despite its current lack of profitability, Avadel’s revenue is forecast to climb 15.6% annually, which is ahead of the broader US market’s 10.5%. Earnings are projected to surge by 40.12% each year. The company is anticipated to reach profitability within three years, and with its...
NYSE:UP
NYSE:UPAirlines

Wheels Up (UP): Losses Widen 21.3% Annually, Challenging Bullish Margin Narratives

Wheels Up Experience (UP) remains unprofitable, with losses widening at an annual rate of 21.3% over the past five years. Margins have shown no signs of recovery, and profitability is still in the red. With a Price-to-Sales Ratio of 1.1x, the company trades at a premium compared to both its peers (0.4x) and the industry average (0.5x), which further underscores caution around its current valuation. See our full analysis for Wheels Up Experience. The next section puts these earnings numbers...
NYSE:WTRG
NYSE:WTRGWater Utilities

Essential Utilities (WTRG) Margin Dip Reinforces Dividend and Financial Sustainability Concerns

Essential Utilities (WTRG) reported annual earnings growth of 7.5% and revenues forecast to rise 5.7% per year. Both figures are running below US market averages of 16% for revenue and 10.5% for earnings. Current net profit margins sit at 27.6%, just shy of last year’s 28.7%. The company’s five-year profit growth rate of 13.2% and a recent earnings jump of 16% demonstrate some resilience. A price-to-earnings ratio of 17.2x places shares below peer averages, even as the current share price...
NasdaqGS:BOOM
NasdaqGS:BOOMEnergy Services

DMC Global (BOOM) Net Losses Worsen 65.5% Annually, Reinforcing Bearish Profitability Concerns

DMC Global (BOOM) recorded a continued rise in net losses, with the bottom line deteriorating at an annual rate of 65.5% over the past five years, and no improvement in net profit margin. At the same time, shares are trading well below fair value at $6.25, compared to an estimated fair value of $13.29. The company's price-to-sales ratio stands at just 0.2x, significantly undercutting both the US Energy Services industry and its peers. While the persistent unprofitability and weak margins are...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

Supernus Pharmaceuticals (SUPN): Net Profit Margin Surge Challenges Valuation Concerns

Supernus Pharmaceuticals (SUPN) posted a jump in net profit margin to 9.7%, a substantial leap from just 0.8% a year earlier, while annual earnings soared by 1131.1%, far ahead of its 5-year average of minus 27% per year. With forecasts calling for 54% earnings growth and 14.6% revenue growth per year, and analysts highlighting high quality earnings, investors are taking a hard look at the company’s momentum. As shares continue to trade below analyst price targets, much of the conversation...
NasdaqGM:NPCE
NasdaqGM:NPCEMedical Equipment

NeuroPace (NPCE): Forecasts Point to Profitability Within Three Years, Reinforcing Bullish Growth Narratives

NeuroPace (NPCE) remains unprofitable, but recent progress on the bottom line includes losses shrinking by 2.2% per year over the past five years. Forecasts show revenue is on track to grow 14.9% annually with earnings expected to rise at a rapid 64.52% per year. Analysts anticipate the company will reach profitability within three years. These trends suggest that while the margin story is still developing, improving financials point to potential upside for investors keeping an eye on...
NasdaqGS:BWIN
NasdaqGS:BWINInsurance

Baldwin Insurance Group (BWIN): Rapid Earnings and Revenue Growth Forecast Challenges Past Loss Narratives

Baldwin Insurance Group (BWIN) remains unprofitable, with losses having grown at an annualized rate of 22.7% over the past five years. Looking ahead, analysts expect earnings to surge at 81.77% per year and revenue growth of 11% annually, both outpacing the broader US market. The key message for investors is the possibility of significant profit and revenue growth in the coming periods, which would be a notable shift from the company’s history of mounting losses. See our full analysis for...
NasdaqGS:CNTA
NasdaqGS:CNTABiotechs

Centessa Pharmaceuticals (CNTA): Rapid 74.3% Revenue Growth Challenges Profitability Concerns

Centessa Pharmaceuticals (CNTA) is forecast to deliver stellar annual revenue growth of 74.3%, far surpassing the broader US market’s 10.5% pace. Despite the robust top-line outlook, the company remains unprofitable and is expected to continue operating at a loss over the next three years. While losses have narrowed at an average rate of 4.3% per year over the past five years, there are no signs of an imminent shift toward profitability. This raises the stakes for investors weighing rapid...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Frontdoor (FTDR) Margin Expansion Outpaces Bull Case as Net Profit Hits 13.1%

Frontdoor (FTDR) delivered robust earnings growth of 24.8% over the past year, comfortably ahead of its five-year average of 21.2% annually. Net profit margins expanded to 13.1% from 11.4% last year, and the company maintained consistently high-quality earnings throughout this period. Looking forward, Frontdoor’s modest growth outlook and classification as good value, against a slightly discounted share price, position operational strength and improved margins at the forefront for investors...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL): Margin Growth Reinforces Bull Case but Premium Valuation Fuels Dividend Sustainability Debate

PPL (PPL) reported robust earnings growth, with EPS surging 17.5% for the year and a five-year annualized earnings growth rate of 20.9%. Net profit margin also advanced, reaching 11.2% compared to 10.2% in the prior year. Looking forward, consensus forecasts point to annual earnings growth of 12% and revenue growth around 5%. Both are trailing the broader US market. Investors must also weigh the elevated P/E ratio of 27.3x, with the stock trading well above its estimated fair value. Alongside...
NasdaqGS:CRCT
NasdaqGS:CRCTConsumer Durables

Cricut (CRCT): Margin Improvement Counters Bears as Revenue Outlook Fuels Growth Debate

Cricut (CRCT) reported net profit margins of 10.1%, up from 9.2% last year, while delivering 5.7% earnings growth versus its challenging five-year average of -26.8% per year. Long-term, earnings have declined at an average rate of 26.8% annually, and looking forward, revenue is projected to contract by 0.2% annually over the next three years. Investors are weighing improved current profitability and margin expansion against ongoing revenue and earnings headwinds, leaving the market at a...
NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

Is RealReal’s 204.5% Stock Surge Justified After Recent E-Commerce Expansion News?

Thinking about RealReal? If you are wondering whether the recent buzz means it is finally a good value play, you are in exactly the right place. The stock has put up an eye-popping 204.5% gain over the past year, despite some volatile swings, including a recent 6.6% dip in the last week and a 12.7% surge over the past month. Big news has kept RealReal in the spotlight lately, especially as the company continues to expand its e-commerce luxury platform and rethinks operational strategies to...
NYSE:MCY
NYSE:MCYInsurance

Mercury General (MCY): Earnings Rose 22.2% as Profit Margin Improved, Countering Market Growth Concerns

Mercury General (MCY) reported earnings growth of 22.2% over the last year, with its net profit margin rising to 6.8% from 6.4% a year ago. Earnings have averaged 2% growth per year over the past five years, and the stock’s Price-To-Earnings ratio of 11.6x sits below both peer and industry averages. However, the share price currently trades above modeled fair value. Revenue is expected to grow at 6% annually, which lags the broader US market's 10.5% forecast. The story is one of improving...
NasdaqGS:HCKT
NasdaqGS:HCKTIT

Hackett Group (HCKT) Net Profit Margin Declines to 5.5%, Challenging Bullish Narratives

Hackett Group (HCKT) reported a net profit margin of 5.5%, a noticeable drop from last year’s 11.7%, reflecting a decline in profitability. While the company experienced negative earnings growth over the past year, its longer-term track record shows average annual earnings growth of 8.9% over five years. Investors will be watching closely as recent margin contractions are weighed against high-quality earnings and shares that currently trade below an estimated fair value. This situation raises...
NasdaqGS:LINE
NasdaqGS:LINEIndustrial REITs

Lineage (LINE) Losses Worsen 47.2% Annually, Testing Faith in Profit Turnaround Narrative

Lineage (LINE) remains unprofitable, with net losses deepening at an annual rate of 47.2% over the past five years. While revenue is expected to rise by 6.2% annually, which is below the broader US market’s projected 10.5%, the company is forecast to flip to profitability within three years and drive earnings growth at a robust 58.03% per year. Its current price-to-sales multiple of 1.6x trades well below industry averages and an estimated fair value of $63.34. This places a spotlight on the...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte (VCYT) Turns Profitable; One-Off $27M Loss Fuels Debate on Earnings Quality

Veracyte (VCYT) has turned the corner on profitability, reporting positive earnings and a stronger net profit margin, marking an important milestone for the company. Over the last five years, earnings have grown at a rapid 29.3% per year, with analysts now forecasting another 26.6% annual earnings growth moving forward. This is well ahead of the broader US market’s outlook for profit growth. While revenue growth is expected to come in at 10.1% per year, just shy of the US average of 10.5%,...
NYSE:SSTK
NYSE:SSTKInteractive Media and Services

Shutterstock (SSTK): Margin Gains Reinforce Value Narrative Despite $32.6M Non-Recurring Loss

Shutterstock (SSTK) reported profit margins of 6.4% in the most recent period, up from last year’s 5.3%. Over the past year, earnings grew 36.4%, reversing a five-year annual decline of 8.6%. With earnings forecast to rise 12.3% per year and shares trading on a price-to-earnings ratio of 12.6x, which is below both the industry and peer averages, the spotlight is on the story behind the margin gains and whether that momentum will hold, especially with revenue set to grow more slowly than the...
NYSE:CRL
NYSE:CRLLife Sciences

Charles River Labs (CRL): Ongoing Losses Challenge Bullish Narrative Despite Forecasted Earnings Growth

Charles River Laboratories International (CRL) remains unprofitable, with losses rising at an average annual rate of 14.3% over the past five years. Revenue is forecast to grow at 3.6% per year, which is slower than the broader US market's 10.5% projected growth. However, earnings are expected to increase by 21.51% annually, and analysts project a return to profitability within the next three years. Investors see a mix of risks from the company’s weaker financial position and slower revenue...
NYSE:MRC
NYSE:MRCTrade Distributors

MRC Global (MRC) Net Margin Decline Raises Questions on Premium Valuation and Turnaround Narrative

MRC Global (MRC) has delivered a notable turnaround, with earnings climbing at an annual rate of 76% over the past five years and forecasts pointing to ongoing 20% per year growth, well above the broader US market’s 16% outlook. Despite the positive trajectory, revenue growth is expected to trail at 3.9% per year compared to a 10.5% pace for the US market, and net profit margins recently slipped from 2.7% to 1.1%. The stock’s price-to-earnings ratio sits at 36.6x, considerably above peers and...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream Partners (WES): Margin Decline Challenges Bullish Value Narrative

Western Midstream Partners (WES) reported net profit margins of 33.9%, a step down from last year’s 43.2%, with earnings forecast to grow at 8.7% per year and revenue at 7.6% per year. Both metrics lag behind the broader US market, which expects 16% earnings growth and 10.5% revenue growth annually. Valuation stands out: shares trade at $38.25, well below a DCF-based fair value estimate of $109.22, and the 11.7x price-to-earnings ratio looks attractive compared to the industry average. Amid...