U.S. Communications Stock News

NYSE:OGE
NYSE:OGEElectric Utilities

OGE Energy (OGE): Earnings Growth Outpaces 5-Year Trend, Reinforcing Bullish Margin Narratives

OGE Energy (OGE) reported earnings growth of 29.8% over the past year, marking a sharp acceleration compared to its five-year average growth rate of 7.1%. Net profit margin improved to 15.3% from last year’s 13.9%, while the stock currently trades at $44.46, above its estimated fair value of $39.11. Investors are weighing the company’s consistent profit growth and valuation against signs of slower future expansion and minor risks to its financial position. The latest margin gains are a...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thryv (THRY) Losses Widen 64.5% Per Year, Reinforcing Bearish Profitability Narratives

Thryv Holdings (THRY) remains in the red, with losses escalating at an average annual rate of 64.5% over the past five years. The company’s net profit margin shows no signs of recovery, and this sustained unprofitability continues to cast a shadow over its latest earnings picture. While shares sit at $8.17, well below an estimated fair value of $19.68, the main silver lining is Thryv’s relatively low valuation compared to peers. This offers an intriguing setup for value-driven investors, set...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Turns Profitable, Challenging Valuation Concerns in Light of High P/E Ratio

Rush Street Interactive (RSI) has posted a notable turnaround over the past year, swinging to profitability with net profit margins turning positive and annual earnings climbing at a pace of 15.2% per year over the last five years. Looking ahead, current forecasts call for earnings to grow by 5.3% per year, which is below the broader US market's 15.7% pace. Revenue growth is expected to reach 14.3% annually compared to 10.3% for the market. Against this earnings momentum, investors are...
NasdaqCM:OBT
NasdaqCM:OBTBanks

Orange County Bancorp (OBT): Profit Margin Decline Challenges Bullish Community Narratives

Orange County Bancorp (OBT) delivered a net profit margin of 28%, down from last year's 33.7%. Over the last five years, earnings grew at an annual rate of 17.8%. However, the most recent year saw negative earnings growth, and forecasts now call for 12.71% annual EPS growth and 7.6% revenue growth, both trailing the broader US market. Despite slower momentum and margin compression, the stock trades below estimated fair value. Analysts note high quality earnings, attractive dividends, good...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

Mister Car Wash (MCW) Margin Improvement Reinforces Bullish Narratives Despite Valuation Concerns

Mister Car Wash (MCW) delivered an improved net profit margin of 8.8%, up from last year’s 7.5%, and posted 25.5% earnings growth over the past year, outpacing its five-year average annual rate of 18.3%. Looking ahead, earnings are forecast to grow by 22.5% per year, faster than the broader US market’s 15.7%, while revenue growth is expected to be a more modest 6.4% per year. With high earnings quality and solid profit growth anticipated, some investors may see a favorable setup, even as MCW...
NYSE:DFIN
NYSE:DFINCapital Markets

Donnelley Financial Solutions (DFIN): Margin Drops to 4.3% on $80.7M One-Off Loss, Pressures Bull Case

Donnelley Financial Solutions (DFIN) reported a net profit margin of 4.3%, significantly lower than last year's 12.1%. Recent results were affected by an $80.7 million one-off loss through September 2025. Despite near-term margin pressure, earnings have grown at a 9.7% annual rate over the past five years and are projected to accelerate sharply, with analyst forecasts calling for 62.2% yearly growth going forward, well ahead of the broader US market. Investors are keeping a close eye on the...
NYSE:TDAY
NYSE:TDAYMedia

Gannett (GCI): One-Off Gain Drives Profitability, Challenging Bullish Narratives on Earnings Quality

Gannett (GCI) recorded a notable swing to profitability this past year, with its earnings growing at an impressive 68.7% annually over the last five years and a meaningful improvement in net profit margin. The company’s latest twelve-month performance, however, included a significant one-off gain of $25.8 million, which means recent earnings quality may be less robust than the headline figure suggests. Looking ahead, analysts expect annual revenue to contract by 3.1% for the next three years,...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera (OPRA) Margin Decline Tests Bullish Narratives Despite Strong Growth and Value Signals

Opera (OPRA) posted robust forecasts in its recent results, with earnings expected to grow 23.8% annually, well above the US market’s 15.7% rate. Revenue is projected to climb 11.6% per year, while the current net profit margin sits at 14%, down from last year’s 35.6%. Over the past five years, earnings have averaged 29.8% annual growth, but the most recent period marked a decline. Against this backdrop, shares trade at $14.53, significantly below the estimated fair value of $48.31, and the...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining (CDE): Return to Profitability Sparks Debate Over Growth Versus Shareholder Dilution

Coeur Mining (CDE) has turned profitable in the last year, making direct comparisons to its five-year history a bit tricky. Over the past five years, the company posted an impressive annual earnings growth rate of 44.5%. Forecasts now call for its revenue to rise 18.5% per year and earnings to grow 36.9% per year, both outpacing the broader US market. With high quality past earnings and strong growth expected, investors are paying close attention to how these prospects weigh against recent...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO): Profitability Forecast to Outpace Market as Dividend Stability Faces Questions

HF Sinclair (DINO) remains unprofitable, but the company has made steady progress by reducing its losses an average 12.9% each year over the past five years. Looking ahead, analysts expect revenue to grow at 2% and earnings to expand at 13.01% annually. A return to profitability is forecast within three years, which stands out as an above-average pace in today’s market. With earnings growth on the horizon and a premium price-to-sales ratio compared to peers, investors will be watching for...
NasdaqGM:ESCA
NasdaqGM:ESCALeisure

Escalade (ESCA): One-Off Gain Drives Earnings Growth, Challenging Views on Core Profitability

Escalade (ESCA) posted earnings growth of 9% over the past year, reversing a five-year trend of average annual declines of 22.2%. The company reported a net profit margin of 5.3%, up from last year's 4.5%, with results boosted by a significant one-off gain of $3.9 million that impacts reported profitability. While valuation metrics put Escalade well below both peer and industry price-to-earnings ratios, the results highlight both an improved margin picture and the caution flags investors will...
NYSE:PACK
NYSE:PACKPackaging

Ranpak Holdings (PACK): Losses Deepen, Undermining Value Narrative Despite Low Price-to-Sales Ratio

Ranpak Holdings (PACK) remains in the red, posting losses that have grown at an annual rate of 10.8% over the past five years. Looking ahead, the company is expected to stay unprofitable for at least three more years, while revenue is forecast to rise at a modest 8.3% annually. This is slower than the US market’s 10.3% pace. Despite trading at a strong value versus peers by Price-To-Sales Ratio (1x compared to 5.2x), profitability continues to lag and net margins have shown no improvement...
NYSE:SO
NYSE:SOElectric Utilities

Southern Company (SO) Margin Compression Puts Bullish Growth Narratives to the Test

Southern (SO) is forecasting earnings growth of 8.12% per year, alongside revenue growth expected at 5.4% annually. The company is operating with a net profit margin of 15.1%, which is narrower than its prior level of 17.6%. While its five-year earnings growth has averaged 10.8% per year, the latest annual reporting period saw a negative trend. With a Price-To-Earnings ratio of 24.4x, Southern is trading higher than the industry average but below its peer group. Its current share price of...
NYSE:FDP
NYSE:FDPFood

Fresh Del Monte (FDP) Profit Growth Surge Challenges Bearish Narratives on Earnings Quality

Fresh Del Monte Produce (FDP) posted a striking turnaround in its latest earnings, with profit growth surging 430.5% versus a five-year average of just 6.3% per year. Net profit margins also improved from 0.3% last year to 1.8% this year. While EPS is forecast to climb an impressive 59.6% annually over the next three years, revenue is expected to decline by 2.9% per year, and the quarter included a one-off $40.5 million loss. Investors now face a balancing act between consistent profit...
NYSE:DAN
NYSE:DANAuto Components

Dana (DAN) Turns Profitable, Earnings Growth Outlook Challenges Caution on One-Off Loss

Dana (DAN) has just turned profitable after several years of losses, though a one-off $72 million loss in the latest twelve months clouds the comparison to its five-year average. Over the past five years, the company’s earnings have declined by 27.4% per year. Looking ahead, analysts expect earnings to surge at a robust 44.4% annually even as revenue is projected to fall by 5.8% per year for the next three years. The stock is trading at a price-to-earnings ratio of 39.2x, which is well above...
NYSE:LNG
NYSE:LNGOil and Gas

Cheniere Energy (LNG) Margin Decline and Earnings Contraction Challenge Bullish Value Narrative

Cheniere Energy (LNG) is forecasting revenue growth of 6% per year, which trails the broader US market’s 10.3% annual rate. EPS is expected to contract at 3.3% each year over the next three years. Net profit margins have slipped to 21.1%, down from 28% the year prior, signaling some pressure on profitability even as the stock trades at a notably lower Price-to-Earnings multiple compared to peers and industry averages. Despite the margin and growth headwinds, Cheniere’s valuation, well below...
NasdaqGS:DGIC.A
NasdaqGS:DGIC.AInsurance

Donegal Group (DGIC.A) Net Margin Surges to 8.3%, Challenging Pessimistic Growth Narratives

Donegal Group (DGIC.A) posted a standout net profit margin of 8.3%, up sharply from 0.8% last year, even as its earnings have declined by 2.5% per year over the past five years. The company’s EPS growth rate increased by 1029.5% in the past year, vastly outpacing its five-year average trend. For investors, the major focus this quarter is how an attractive valuation and a history of profit growth compare to a forecasted decline in both revenue and earnings. This creates a nuanced debate about...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Ramaco Resources (METC): Losses Deepen as Investors Weigh 14.7% Revenue Growth Forecast Heading Into Earnings

Ramaco Resources (METC) remains unprofitable, with its losses increasing at an annual rate of 5.7% over the past five years and no improvement in net profit margins during this period. Despite these ongoing challenges, forward-looking estimates point to an anticipated 14.7% annual growth in revenue and a robust 106.45% annual growth in earnings, with profitability forecast within the next three years. For investors, the setup centers on weighing these impressive growth expectations against...
NYSE:ESI
NYSE:ESIChemicals

Element Solutions (ESI) Margin Compression Challenges Bullish Outlook Despite Strong Growth Forecast

Element Solutions (NYSE:ESI) posted a net profit margin of 9.6%, down from 11% last year, and delivered average annual earnings growth of 9.8% over the past five years, even though its most recent year saw negative earnings growth. Analysts expect ESI’s earnings to accelerate by 28.6% per year moving forward, far outpacing the forecasted 15.7% annual gain for the broader US market. Revenue growth is projected at 6.4% per year. With a share price of $26, below fair value estimates, and a...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Coca-Cola Consolidated (COKE): Net Margin Tops 8% as Earnings Momentum Reinforces Bullish Narratives

Coca-Cola Consolidated (COKE) has posted robust earnings numbers, with net profit rising at an average rate of 26.5% per year over the past five years, including a 15.6% jump in the latest period. Net profit margin improved to 8.7%, up from last year’s 7.8%, while shares are trading at $132.49, a notable discount to their estimated fair value of $168.96. With high-quality earnings and a price-to-earnings ratio of 18.8x that looks favorable against peer averages, the backdrop for COKE is all...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana (CVNA) Margin Jump to 3.4% Reinforces Growth Bull Case Versus Premium Valuation Concerns

Carvana (CVNA) reported a net profit margin of 3.4%, a sharp climb from just 0.1% last year. The company has swung to profitability, with earnings growing at a brisk 34.6% per year over the past five years. Recent reported earnings growth surged by 3600%, with revenue and earnings both forecast to outpace the broader US market at 20.9% and 26.5% per year, respectively. See our full analysis for Carvana. The next section puts Carvana’s headline results side by side with the prevailing...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ (CBZ) One-Off Loss Drives Margin Decline, Challenging Growth Optimism

CBIZ (CBZ) reported a one-off loss of $54.6 million in the twelve months leading up to September 30, 2025. This result brought net profit margins down to 3.9% from 7.1% last year and impacted year-over-year earnings. Despite the recent setback, earnings have grown at an average rate of 5.3% annually over the past five years. The outlook for next year is positive, with forecasts calling for earnings growth of 34.8% per year. With the share price trading well below an estimated fair value and...
NasdaqGS:ADAM
NasdaqGS:ADAMMortgage REITs

Adamas Trust (ADAM) Profitability Surges, High Valuation Tests Bullish Narratives

Adamas Trust (ADAM) has turned the corner to profitability, highlighted by a jump in its net profit margin over the past year. Analysts now expect EPS to grow by 44.4% annually for the next three years, even as revenue growth is forecast at just 1% per year, which trails behind the US market average of 10.3%. The combination of newly positive earnings and robust future growth expectations presents investors with a notable shift in the company’s outlook. See our full analysis for Adamas...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

BridgeBio Pharma (BBIO): Negative Equity Underscores Balance Sheet Risk Despite Forecasted Profit Growth

BridgeBio Pharma (BBIO) remains unprofitable, with net losses having grown at an annual rate of 7.3% over the past five years. While the company’s net profit margins have yet to improve, forecasts point to rapid earnings growth ahead as analysts expect earnings to jump 73.17% per year and see BridgeBio turning profitable within three years. Revenue is also projected to accelerate by 42.8% per year, far outpacing the 10.3% growth rate forecast for the broader US market. See our full analysis...