U.S. Communications Stock News

Why ATI stock is back on investors’ radar ATI (ATI) is drawing fresh attention after Kimberly A. Fields took on the combined roles of Board Chair, President, and Chief Executive Officer, alongside board retirements and a new Lead Independent Director appointment. See our latest analysis for ATI. ATI's recent leadership changes and Kimberly Fields' upcoming appearance at the Bernstein conference come after a mixed near term stretch. The share price is down 8.64% over 30 days but still up...

Equinix stock snapshot after recent performance Equinix (EQIX) has drawn fresh attention after a mixed stretch in its share performance, with the stock down 3% over the past month but up 13% over the past 3 months. See our latest analysis for Equinix. Recent trading has cooled slightly, with the share price down over the past week and month. However, the 90 day share price return of 13.44% and 1 year total shareholder return of 22.47% still point to momentum that has built over a longer...

Sohu.com (SOHU) opened 2026 with Q1 revenue of US$141.3 million and a basic EPS loss of US$0.17, setting a cautious tone around margins after a profitable twelve month stretch where trailing net income reached US$207.6 million on EPS of US$7.62. Over recent quarters the company has seen revenue move between US$126.3 million and US$180.2 million, while quarterly EPS has swung from a loss of US$0.69 to a profit of US$8.38. This leaves investors to weigh a fresh quarterly loss against a still...

Earlier this month, Blackstone Mortgage Trust, Inc. announced it had commenced a private offering of US$450,000,000 in senior secured notes due 2031 in a transaction exempt from US registration, with proceeds earmarked for general corporate purposes including repayment of existing secured debt. The move highlights how Blackstone Mortgage Trust is actively reshaping its capital structure by replacing certain secured borrowings with longer-dated senior secured notes placed with institutional...

Keel Infrastructure (KEEL) is in the spotlight after pivoting from cryptocurrency mining toward AI and high performance computing infrastructure, rebranding from Bitfarms and outlining a 2.2 gigawatt data center development pipeline supported by planned long term leases. See our latest analysis for Keel Infrastructure. Keel Infrastructure’s share price has pulled back 4.8% over the last day and 2.8% over the week, yet it still shows strong momentum with a 45.1% 1 month share price return,...

In early May 2026, Marriott International reported first-quarter revenue of US$6,654 million and net income of US$648 million, raised its quarterly dividend to US$0.73 per share, continued share repurchases, and faced a new class action lawsuit over alleged exposure to toxic fragrance compounds at its properties. Together, these developments highlight a company pairing cash returns to shareholders and ongoing global growth with emerging legal and health-related risks that investors will be...

Pulse Biosciences stock snapshot after recent trading move Pulse Biosciences (PLSE) has drawn investor attention following a recent move in its share price, with the stock closing at $25.61 and showing double digit gains over the past week. See our latest analysis for Pulse Biosciences. The recent 7 day share price return of 34.22% sits within a much stronger year to date share price return of 91.26%, alongside a 3 year total shareholder return of around 4x, suggesting momentum has been...

Itron has completed a smart water management project for Thane Municipal Corporation in India, deploying its Temetra meter data management platform and smart multi-jet turbine water meters with local partner CS TECH Ai / Ceinsys Tech to improve leak detection, billing accuracy and service reliability. The project highlights how Itron’s advanced digital water solutions are being adopted in large, fast-growing urban areas, potentially reinforcing the role of software-enabled offerings in...

Lionsgate Studios stock context Lionsgate Studios (LION) is drawing attention after recent share moves, with the stock roughly flat over the past month but higher over the past 3 months and year, prompting fresh questions around its valuation. See our latest analysis for Lionsgate Studios. Recent trading has been mixed, with a small 1-day share price decline but a 90-day share price return of 45.55% and a 1-year total shareholder return of 76.06%, which indicates that momentum may be building...

In the past week, Hasbro, Inc. reported first-quarter 2026 results showing sales of US$1,000.2 million and net income of US$198.4 million, after previously disclosing a delay in filing its 10-Q and signing a long-term lease for new entertainment-focused office space in West Hollywood. Alongside these developments, CEO Chris Cocks has emphasized plans to expand Dungeons & Dragons crossover collaborations, a direction that is drawing attention from analysts focused on Wizards of the Coast and...

Willis Towers Watson (WTW) recently introduced a dedicated Carbon Capture and Storage insurance suite and announced new senior roles in Corporate Risk & Broking North America. These developments could reshape how you think about the stock. See our latest analysis for Willis Towers Watson. Recent announcements around the CCS insurance suite and new senior leadership come as the share price trades at US$256.86, with short term share price returns under pressure but multi year total shareholder...

Earlier this month, Raymond James upgraded Invitation Homes and other single-family rental REITs after US housing legislation was revised to remove limits on how long institutional investors can hold newly built rental homes, while also highlighting improving rental fundamentals and meaningful share repurchases since late 2025. This shift in policy and analyst stance reduces a key regulatory overhang for Invitation Homes’ build-to-rent strategy and underscores management’s confidence...

Astec Industries (ASTE) has given investors fresh information to work with by pairing its recent first quarter earnings release with a new five year plan focused on recurring revenue, profitability targets and acquisitions. See our latest analysis for Astec Industries. Astec Industries’ recent five year plan and first quarter update have landed after a choppy period, with the 30 day share price return down 20.15% and the 1 year total shareholder return at 15.11%. This suggests that shorter...

Earlier this month, Easterly Government Properties, Inc. presented at the 2026 North American Real Estate Conference in New York, highlighting its government-leased office portfolio to investors and industry participants. On the research side, Raymond James began covering Easterly with a Buy rating, standing in contrast to the broader Moderate Sell consensus among other analysts. Now we’ll examine how this more favorable Raymond James initiation could influence Easterly’s existing investment...

In recent weeks, AECOM reported second-quarter 2026 results showing sales of US$3,801.14 million and net income of US$179.86 million, while also completing a multi-year US$3.25 billion share repurchase program and securing a new five-year general consulting engineering mandate from the New Jersey Turnpike Authority. Alongside joining the UK Infinity Fusion Consortium to help develop a private-sector-led fusion power plant, AECOM raised its full-year 2026 earnings guidance, signaling how its...

Some investors may be wondering whether Nu Holdings is starting to look like good value, or if the recent volatility signals something else entirely. The stock closed at US$12.29, with the share price down 7.4% over the past week, 19.9% over the past month, and 27.8% year to date, while still sitting on a 79.7% gain over the past 3 years and a 3.8% decline over the last year. Recent news coverage has focused on Nu Holdings as one of the higher profile listed digital banking platforms in...

Huron Consulting Group (HURN) is back in focus after reporting double digit first quarter revenue growth, a sharp rise in adjusted EBITDA, and reaffirmed full year revenue guidance that extends up to US$1.86b. See our latest analysis for Huron Consulting Group. Despite the strong first quarter update and ongoing share buybacks, the stock has given back ground, with the share price down 16.3% over the past month and the 1 year total shareholder return falling 29.3%. However, the 5 year total...

Analyst interest and earnings put Omega Healthcare in focus Omega Healthcare Investors (OHI) is back on investor radar after UBS and Citi recently reiterated positive analyst ratings, alongside company results that showed year over year revenue and net profit growth. See our latest analysis for Omega Healthcare Investors. The share price has built steady momentum, with a 1-month share price return of 3.2% and a year-to-date gain of 8.5%. The 1-year total shareholder return of 37.42% and...

In May 2026, AAR Corp. used its Investor Day to reaffirm its focus on parts, repair and software, while emphasizing disciplined use of mergers and acquisitions and confirming its existing sales and margin guidance. A key message from management was that any acquisition must clearly accelerate AAR’s core aftermarket strategy, offer identifiable synergies and exceed its cost of capital, with a particular preference for strong cash flow businesses. Next, we’ll examine how AAR’s disciplined M&A...

Herc Holdings (HRI) is back in focus after reporting first quarter 2026 earnings and revenue that surpassed expectations, alongside a declared quarterly dividend of $0.70 per share, its fifth consecutive annual increase. See our latest analysis for Herc Holdings. Despite the earnings beat and higher dividend, the stock has been choppy, with the share price falling 3.15% over the last day and 12.14% year to date, even after a 21.48% 1 month share price return. Over a longer horizon, total...

Dividend story behind Origin Bancorp’s recent attention Origin Bancorp (OBK) is back on income investors’ radar after fresh analysis highlighted its 2.2% dividend yield, recent dividend increases, and management’s expectation for stronger earnings in 2026, which they believe could support future payout potential. See our latest analysis for Origin Bancorp. At a share price of $46.27, Origin Bancorp has seen solid momentum build, with a 22.93% year to date share price return and a 37.84% total...

Winmark Corporation recently announced that long-serving director Lawrence A. Barbetta will not stand for re-election in April 2027, while appointing Stephanie S. Hoppe, Vice President of Omnichannel Marketing at Casey’s General Stores, to its Board and to the Compensation and Nominating Committees. By adding a director with deep omnichannel and digital marketing experience across major franchise and retail brands, Winmark is signaling a stronger emphasis on brand-building and customer...

In May 2026, Colgate-Palmolive reported stronger-than-expected Q1 results with revenue and earnings surpassing analyst expectations, alongside continued dividend growth and solid free cash flow. At the same time, shareholders rejected proposals to remove DEI from board candidate considerations and to require an independent board chair, signaling support for the company’s existing governance and oversight approach. With these results highlighting resilient organic sales growth and margin...

Why Velo3D (VELO) is in Focus After Earnings and Fresh Capital Moves Velo3D (VELO) has moved into the spotlight after reporting first quarter 2026 results with higher revenue and a smaller net loss, reiterating full year revenue guidance, and activating new equity financing tools. See our latest analysis for Velo3D. The recent 7 day share price return of 28.75% and 30 day return of 65.45% suggest momentum has picked up around the earnings beat and fresh equity capacity. However, the 3 year...