U.S. Communications Stock News

NYSE:EFX
NYSE:EFXProfessional Services

Equifax (EFX) Earnings Growth Rebounds 17.1% Year-Over-Year, Upending Bearish Narratives

Equifax (EFX) delivered a notable turnaround this earnings season, with EPS climbing 17.1% year-over-year after recording a five-year average annual decline of 1.2%. Net profit margins also ticked upward to 11.1%, up from 10.1% a year earlier, underscoring an improvement in profitability. Looking ahead, the market is eyeing robust growth drivers as forecasts call for annual EPS growth of 20.24% over the next three years, which would outpace expectations for the broader US market. See our full...
NYSE:JBI
NYSE:JBIBuilding

Janus International Group (JBI): Assessing Valuation After S&P Credit Rating Upgrade and Positive Financial Signals

Janus International Group (JBI) has caught the attention of investors after S&P Global Ratings upgraded the company’s credit rating from "B+" to "BB-" with a stable outlook. This shift highlights the company’s steady business model, low net leverage, and reliable cash flow. See our latest analysis for Janus International Group. The S&P rating upgrade comes on the heels of upbeat quarterly earnings and a $75 million share repurchase program, both of which signal management’s ongoing...
NasdaqGS:HTO
NasdaqGS:HTOWater Utilities

Is H2O America Fairly Priced After This Month’s 6.3% Rally?

Thinking about what to do with H2O America stock? You are not alone; investors have been closely watching its price swings and wondering whether the water services company is truly undervalued or if there is more turbulence ahead. Over the past week, H2O America delivered a notable 6.3% rally, and even though it remains up 4.4% for the month, the bigger picture shows shares are recovering from a tough patch. The stock is still down 10.6% over the last year and nearly 15.2% over three years,...
NYSE:GATX
NYSE:GATXTrade Distributors

GATX (GATX) Margin Boost Reinforces Profit Narrative Despite Reliance on $125M One-Off Gain

GATX (GATX) reported a net profit margin of 18.1%, edging above last year’s 17.4%. Earnings are forecasted to grow at 11.2% annually, with revenue set for 5.4% yearly growth. These figures trail the broader US market’s projected pace. Recent earnings were also boosted by a one-off gain of $125.0 million. With the company’s share price currently at $163.02, investors face a mix of decelerating growth and solid profitability. This dynamic is likely to shape sentiment as they weigh short-term...
NYSE:CCK
NYSE:CCKPackaging

Crown Holdings (CCK) Margin Surge Reinforces Value Narrative Despite Slower Growth Outlook

Crown Holdings (NYSE:CCK) reported a sharp jump in net profit margins to 7.8%, up from just 0.8% a year earlier. Over the past year, EPS growth soared by 865.3%, easily outpacing the company’s 15.6% average annual growth over the past five years. Revenue is expected to rise by 3.1% per year going forward, trailing the broader US market growth forecast, and shares now trade at a 12x Price-To-Earnings Ratio, below industry averages. The latest results underline profitable momentum, but slower...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

BrightSpring Health Services (BTSG): Profitability Return Challenges Bearish Narratives on One-Off $127M Loss

BrightSpring Health Services (BTSG) has returned to profitability in the latest 12 months after previously reporting a significant one-off loss of $127 million, which had weighed on its recent results. While earnings have declined at an average rate of 18.7% per year over the past five years, analysts now anticipate a sharp turnaround, with annual earnings growth of 34.5% forecast for the next three years. This pace is well ahead of the broader US market’s 15.5% rate. This optimistic profit...
NYSE:GPC
NYSE:GPCRetail Distributors

Genuine Parts (GPC) Margin Compression Challenges Bullish Narratives Despite Ongoing Revenue Growth

Genuine Parts (GPC) delivered annual revenue growth of 3.4%, trailing the broader US market’s 10.1% pace. The company’s earnings are forecast to climb 12.7% per year, though that also falls short of the market’s expected 15.5% growth rate. Net profit margins narrowed to 3.4% from 4.7% last year, signaling margin compression that investors will want to monitor during this earnings season. See our full analysis for Genuine Parts. Next, we will set these results against the dominant market...
NYSE:REXR
NYSE:REXRIndustrial REITs

Rexford Industrial Realty (REXR) Net Margin Outpaces Expectations, Raising Questions Over One-Off Gains

Rexford Industrial Realty (REXR) reported net profit margins of 32.9%, up from 29.3% last year, highlighting robust profitability. While the company’s earnings have grown at an impressive 29.3% per year over the past five years, growth cooled to 23.8% in the most recent year. Future projections indicate a 1.6% annual earnings decline and 5.1% revenue growth, which lags behind the broader US market. Results were buoyed by an $80.1 million one-off gain, and the shares currently trade at $43.41,...
NYSE:VMI
NYSE:VMIConstruction

Valmont Industries (VMI): One-Off $101M Loss Challenges Margin Recovery Narrative

Valmont Industries (VMI) reported net profit margins of 6.3%, down from 7.3% last year, as current results reflect the impact of a one-off loss of $101.4 million over the last twelve months. The company is forecasting earnings growth of 16.2% per year, outpacing the US market’s 15.5% average, while revenue is expected to grow 3.5% annually compared to the industry’s 10.1%. With these projections, investors are likely to focus on Valmont’s path to regaining margin strength and monitoring its...
NYSEAM:ACU
NYSEAM:ACUMedical Equipment

Acme United (ACU): Margin Decline to 5.3% Challenges Bull Narratives on Profit Quality

Acme United (ACU) reported a net profit margin of 5.3%, marking a decline from last year’s 10.1%. Negative earnings growth over the past year contrasts with its five-year average annual earnings increase of 9.4%. With revenue forecast to rise just 4.8% per year and earnings expected to fall 15.9% annually over the next three years, investors are scrutinizing the company’s weaker margins and muted prospects. The P/E ratio stands at 13.9x and the share price is $37.75, both below industry and...
NasdaqGS:FUNC
NasdaqGS:FUNCBanks

First United (FUNC) Net Margins Surge to 29.8%, Reinforcing Bullish Value Narrative

First United (FUNC) reported standout earnings growth of 54.4% over the past year, far outpacing its 5-year average of 5.3% per year. Net profit margins reached 29.8%, rising from 22.7% in the prior year, while shares are currently trading at $36.98, well below an estimated fair value of $68.47. With only one minor risk flagged and multiple rewards highlighted, including high-quality past earnings, expanding profit and revenue, and a strong value profile, the latest results point to improved...
NYSEAM:CATX
NYSEAM:CATXBiotechs

Perspective Therapeutics (CATX): Assessing Valuation After ESMO Data Release and Sharp Share Price Drop

Perspective Therapeutics revealed updated interim results from its Phase 1/2a trial of [212Pb]VMT-alpha-NET at ESMO Congress 2025, which sparked a sharp drop in the company’s share price as investors digested the latest efficacy signals. See our latest analysis for Perspective Therapeutics. This latest clinical trial update comes after a challenging year for Perspective Therapeutics. Following a brief rally in anticipation of new data, the 1-day share price return slipped by 2.5%, and the...
NasdaqGM:ARTV
NasdaqGM:ARTVBiotechs

Artiva Biotherapeutics (ARTV) Is Up 71.1% After FDA Fast Track Win for Novel Arthritis Therapy – What's Changed

Artiva Biotherapeutics recently announced that the FDA has granted Fast Track Designation to its AlloNK (AB-101) therapy in combination with rituximab for the treatment of refractory rheumatoid arthritis, marking a first for deep B-cell depleting therapies in this indication. This development highlights Artiva's focus on addressing a large unmet need in autoimmune disease with an outpatient-ready, community-administered cellular therapy. We'll explore how Fast Track status for AlloNK and...
NYSE:FIS
NYSE:FISDiversified Financial

3 Stocks Estimated To Be Undervalued In October 2025

As the Dow Jones Industrial Average reaches an all-time high amidst a flurry of corporate earnings reports, investors are keenly observing the broader U.S. market's performance against a backdrop of ongoing government shutdown and trade discussions with China. In this environment, identifying undervalued stocks becomes crucial for those looking to capitalize on potential opportunities that may arise from discrepancies between current stock prices and their intrinsic value.
NYSE:COSO
NYSE:COSOBanks

3 Undiscovered Gems In The US Market With Potential

As the Dow Jones Industrial Average reaches an all-time high amid a flurry of robust earnings reports, the broader U.S. market is experiencing a wave of optimism despite ongoing economic challenges such as the government shutdown. In this environment, identifying stocks with strong fundamentals and growth potential can be particularly rewarding, especially as investors look beyond well-known names to uncover hidden opportunities within the market.
NYSE:RRX
NYSE:RRXElectrical

Assessing Regal Rexnord’s Value After Recent Sector Consolidation Headlines and Price Recovery

If you have been eyeing Regal Rexnord and wondering, “What should I do next?” you are not alone. Investors are trying to navigate the waters after seeing the stock trade at $145.04 most recently, with a modest 1.3% gain over the past week and a 1.1% uptick for the past month. Still, Regal Rexnord’s longer-term chart tells a more mixed story: shares are down 5.4% year-to-date and off 13.7% from where they stood a year ago. Those who have held on for five years are sitting on a 69.1%...