U.S. Communications Stock News

NYSE:PRM
NYSE:PRMChemicals

Perimeter Solutions (PRM) Profitability Milestone Reinforces Quality Narrative Despite Slower Revenue Prospects

Perimeter Solutions (PRM) has just reached profitability for the first time in the past year, making direct comparisons with its five-year average annual earnings growth of 36.7% less relevant. While the company’s revenue is projected to grow at just 1.4% per year, lagging behind the broader US market’s 10.3% growth rate, its earnings are currently considered high quality and there has been no substantial insider selling this past quarter. Investors face the choice of weighing the stock’s...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric (POR): Margin Compression Reinforces Questions on Profit Stability

Portland General Electric (POR) is expected to grow earnings by 10.07% annually, with revenue projected to increase 5.3% a year, just below the US market’s 10.3% pace. The company’s longer-term record shows earnings growth of 13% per year over the last five years, but its most recent net profit margin narrowed to 8.4% from 9.2%. Reported earnings have turned negative in the past year. Investors now have to weigh these results against a 17x price-to-earnings ratio and the company’s noted track...
NasdaqCM:FXNC
NasdaqCM:FXNCBanks

First National (FXNC): One-Off $6.1M Loss Complicates Profit Growth Narrative

First National (FXNC) posted net profit margins of 13.9%, slightly below last year’s 14.5%, with a notable 59.8% earnings growth over the past year that stands in sharp contrast to its five-year average annual decline of -4.5%. Shares are trading at $22.52, which is above the company’s internal fair value estimate of $20.92. The P/E ratio of 17.8x sits well above both industry and peer averages. Despite the backdrop of a significant one-off $6.1 million loss impacting reported earnings,...
NYSE:BFLY
NYSE:BFLYMedical Equipment

Butterfly Network (BFLY): Revenue Growth Outpaces Market but Persistent Losses Challenge Bull Case

Butterfly Network (BFLY) remains unprofitable, but there are notable signs of progress. Losses have been reduced by 8.3% per year over the last five years. Revenue is forecast to grow 15.2% per year, well ahead of the US market average of 10.3%. Investors will likely find the company’s projected revenue trajectory encouraging. However, persistent unprofitability and a steep price-to-sales ratio of 7.7x keep the earnings outlook nuanced. See our full analysis for Butterfly Network. Next, we...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

Gaming and Leisure Properties (GLPI) Margin Decline Challenges Bullish Community Narratives

Gaming and Leisure Properties (GLPI) posted a net profit margin of 45.9%, down from 52.4% last year, with earnings growing 10.6% annually over the past five years. Forecasts point to continued 10.4% yearly profit growth. Revenue is set to rise by 4.5% per year, which falls below broader market averages. The company's Price-To-Earnings ratio of 17.6x suggests GLPI is trading at an attractive value compared to industry peers. The current share price of $44.66 is well under the estimated fair...
NYSE:CUBE
NYSE:CUBESpecialized REITs

CubeSmart (CUBE) Margin Miss Reinforces Concerns About Slower Growth and Financial Health

CubeSmart (CUBE) posted a net profit margin of 34.2%, down from 37.9% a year ago, despite earnings growing at an impressive 20.2% per year over the past five years. However, the latest period saw negative earnings growth, and forward-looking guidance for earnings and revenue growth of 1.9% and 5.7% per year, respectively, lags well behind US market forecasts. With these figures and a share price of $37.67, trading below some analyst fair value estimates, investors are weighing attractive...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms (RIOT): Strong Revenue Guidance Challenges Bearish Earnings Narrative

Riot Platforms (RIOT) posted revenue growth forecasts of 21.1% per year, more than double the broader US market’s 10.3% annual rate. The company’s net profit margin jumped to 25.7%, a notable increase from last year’s 4%. Earnings growth over the past year surged 1,221.7% compared to its 5-year average of 3.2% per year. Even with these standout numbers, guidance points to earnings dropping in the next three years. This sets up an interesting mix for investors weighing momentum against looming...
NasdaqGS:MSBI
NasdaqGS:MSBIBanks

Midland States Bancorp (MSBI) Value Discount Persists Despite Forecast 106% Annual Earnings Growth

Midland States Bancorp (MSBI) remains unprofitable, with losses increasing at an annual rate of 24% over the past five years. However, investors are paying close attention as earnings are forecast to grow by a remarkable 106.16% annually, and the company is on track to reach profitability within the next three years. Revenue is projected to expand at 13.7% per year, outpacing the broader US market. The stock’s current price of $14.64 trades at a notable discount to its estimated fair value of...
NYSE:PBI
NYSE:PBICommercial Services

Pitney Bowes (PBI): $117.8M One-Off Loss Challenges Bullish Margin and Growth Narratives

Pitney Bowes (PBI) reported net profit margins of 3.9% for the most recent twelve months, slightly lower than last year’s 4.1%, after accounting for a significant one-off loss of $117.8 million. While earnings are forecast to grow 31.8% per year over the next three years, revenue is expected to decline by 1.3% per year. This highlights a diverging trend between profitability and top-line performance. Investors face a mixed bag, weighing robust earnings growth potential against margin pressure...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Net Profit Margin Miss Reinforces Market Caution on Recovery Narrative

GoDaddy (GDDY) posted a net profit margin of 17% for the recent period, a notable compression from the previous year's impressive 40.7%. While current margins have slipped, investors see several bright spots: earnings are projected to climb at 13.93% per year and revenue at 6.2% per year. Given GoDaddy’s five-year annual earnings growth average of 55.8%, these forecasts suggest a moderating but still positive outlook that may test investors' expectations. See our full analysis for...
NasdaqGS:SHEN
NasdaqGS:SHENTelecom

Shenandoah Telecommunications (SHEN) Losses Deepen 68.8% Annually, Challenging Bullish Narratives on Growth

Shenandoah Telecommunications (SHEN) reported ongoing losses, which have accelerated over the past five years at a steep 68.8% annual rate. Revenue is projected to grow at just 5.9% per year, trailing the US market average of 10.3%. With profitability still out of reach for at least the next three years and shares trading above estimated fair value, investors face an earnings story marked by deepening losses and modest and slowing revenue growth. See our full analysis for Shenandoah...
NYSE:PK
NYSE:PKHotel and Resort REITs

Park Hotels & Resorts (PK): Losses Shrink 74% Annually, Profitability Forecast to Return Within 3 Years

Park Hotels & Resorts (PK) remains unprofitable but has sharply narrowed its losses in recent years, with losses decreasing at an impressive rate of 73.9% per year. Revenue is forecast to grow at 3.5% annually, trailing the broader US market's 10.3% yearly pace. Earnings are projected to jump by 65.36% per year, and PK is set to become profitable within the next three years. For investors, the story is a mix of slower revenue momentum, but a compelling path to profitability supported by an...
NasdaqCM:ASUR
NasdaqCM:ASURProfessional Services

Asure Software (ASUR) Faces Investor Optimism on Forecasted 126% Earnings Growth and Revenue Outperformance

Asure Software (ASUR) remains unprofitable, but the company has managed to narrow its losses by an average of 1.3% per year over the past five years. Looking ahead, analysts forecast earnings to grow at a brisk 126.16% annually, with a potential path to profitability within three years. Revenue is expected to outpace the broader US market with 13.5% yearly growth. The real focus for investors is on Asure’s aggressive earnings ramp-up and robust revenue expansion, which are set against a...
NasdaqGM:ISTR
NasdaqGM:ISTRBanks

A Fresh Look at Investar Holding (ISTR): Is the Current Valuation Overlooking Future Upside?

Investar Holding (ISTR) has seen its stock gain over 3% in the past month and nearly 12% in the past three months. This track record is catching the eye of investors looking for steady momentum from regional banks. See our latest analysis for Investar Holding. After a strong stretch, Investar Holding’s share price has notched an impressive 1-year total shareholder return of 16.6 percent. This reflects building momentum as confidence returns to regional bank stocks. While the past week was...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

First Solar (FSLR): Profit Margin Miss Challenges Bullish Growth Narrative

First Solar (FSLR) reported earnings growth of 12.2% over the past year, coming in below its robust five-year average of 36.9% per year. Net profit margins stand at 27.7%, lower than last year’s 32.4%. Looking ahead, analysts forecast annual earnings growth of 23.7% and revenue growth of 11.2%, both outpacing broader US market averages. See our full analysis for First Solar. The real test is how these headline figures compare with the market’s prevailing narratives. Some expectations may...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

Does the Recent 15% Drop Signal Opportunity in Dorman Products for 2025?

Wondering if Dorman Products is trading at a bargain or if it's already fully valued? You are not alone, as many investors are eyeing this stock with curiosity in today's market. Over the last week, shares dipped by 15.2%, compounding a 13.6% slide over the past month. However, the year-to-date return still holds at a positive 4.4% and 4.9% for the past year, suggesting both volatility and ongoing investor interest. Recent headlines have focused on competitive developments in the auto parts...
NYSE:LCII
NYSE:LCIIAuto Components

LCI Industries (LCII) Margin Expansion Counters Years of Earnings Decline

LCI Industries (LCII) delivered a notable earnings turnaround this year, with net profit margin rising to 4.5% from 3.5% the prior year and annual earnings growth of 36.8%, marking a sharp reversal from its five-year track record of averaging a 15.1% per year decline. Looking forward, the company sees forecasted earnings growth of 4.18% per year and revenue expected to increase by 3.9% per year. Investors will also note that the stock trades at 14 times earnings, a discount to both industry...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR): Losses Worsen, Testing Bullish Narrative on Valuation and Growth Potential

NovoCure (NVCR) remains unprofitable, with net losses increasing at an annual rate of 40.7% over the past five years and no improvement in net profit margins. For investors, the key reward comes from revenue, which is forecast to grow at 12.9% per year, well ahead of the broader US market’s expected 10.3% growth. The trading price of $12.81 sits below its estimated fair value of $60.99. Despite these positives, the company is projected to stay unprofitable for at least the next three years,...
NYSE:OPFI
NYSE:OPFIConsumer Finance

OppFi (OPFI): Net Margin Falls to 1.2%, Challenging Growth Story Despite High Valuation

OppFi (OPFI) reported its net profit margin at 1.2%, down from last year’s 2.8%, and has seen earnings decline by an average of 72.6% per year over the past five years. Still, analyst forecasts project annual earnings growth of 123.7% and revenue growth of 28.4% going forward, positioning future results well above typical U.S. market expectations. See our full analysis for OppFi. Next up, we will see how these headline figures match up with the market consensus and narrative, and whether the...
NYSE:SEM
NYSE:SEMHealthcare

Select Medical (SEM) Profit Margins Improve, Testing Bullish Outlook Versus Premium Valuation

Select Medical Holdings (SEM) just turned a corner with improved net profit margins and has moved into profitability even as its earnings have dipped by 40.6% annually over the past five years. Looking ahead, analysts expect robust annual earnings growth of 35.4%, which is well above the broader US market's 15.9% forecast. However, revenue growth is projected at a slower 8.2% per year. The company’s strong margin improvement and reputation for high-quality earnings offer investors an...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Alnylam Pharmaceuticals (ALNY) Profitability Milestone Reinforces Bull Case Ahead of Forecasted 52% Earnings Growth

Alnylam Pharmaceuticals (ALNY) achieved profitability over the past year, with average annual earnings growth of 27.5% over the last five years. Looking ahead, forecasts anticipate earnings growth of 52% per year and revenue rising by 25.2% annually, both well ahead of US market benchmarks. With recently improved net profit margins, high-quality earnings, and a discounted cash flow valuation that suggests shares are trading below fair value, investors may see this as a compelling growth...
NasdaqGS:BPRN
NasdaqGS:BPRNBanks

Princeton Bancorp (BPRN) Profit Margin Surges, Defies Long-Term Earnings Decline Narratives

Princeton Bancorp (BPRN) posted a net profit margin of 23.2%, jumping from 15.3% a year prior, while annual earnings soared 72.5%. This marks a sharp turnaround after five years of declines. Earnings growth is forecast at an impressive 28.1% per year over the next three years, outpacing the broader US market. However, revenue is expected to grow more slowly at 4.7% per year compared to the US market’s 10.3%. Investors are weighing the improving profitability and strong growth outlook against...
NYSE:CQP
NYSE:CQPOil and Gas

Is Cheniere Energy Partners Fairly Priced After LNG Export News and Recent Share Price Drop?

Wondering whether Cheniere Energy Partners is a bargain or overpriced? Let’s dive into what really matters for value-focused investors like you. The stock has climbed 10.8% over the past year. However, recent weeks tell a slightly different story, with a 4.1% dip in the last seven days and a year-to-date loss of 6.3%. News around the liquid natural gas market, with shifting export volumes and global energy demand, has been driving much of the price action. There is also increased attention...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

CommScope (COMM): $98.4 Million One-Off Loss Complicates Return to Profitability Narrative

CommScope Holding Company (COMM) has returned to profitability over the past year, despite reported earnings growth averaging -1.6% annually for the last five years. Margins have moved from negative to positive, though the latest results include a notable $98.4 million one-off loss that impacted the bottom line. Revenue is projected to climb at 9.1% per year, a pace that trails the broader US market's 10.3% outlook. Shares currently trade at $16.84. See our full analysis for CommScope Holding...