U.S. Communications Stock News

Twilio (TWLO) shares soared nearly 20% after the company reported a profitable third quarter, reversing last year’s loss. Revenue climbed 15% compared to the prior year, and management raised its full-year growth outlook for 2025. See our latest analysis for Twilio. Twilio’s upbeat earnings and raised outlook sparked the recent surge, but it’s not just a one-day story. With a share repurchase program, fresh AI acquisitions, and expanding partnerships such as the Vodafone Spain deal, momentum...

Coastal Financial Corporation reported its third quarter 2025 results, highlighting net interest income of US$77.9 million and net income of US$13.59 million, both slightly above the same period last year, while basic and diluted earnings per share saw a small decrease. This performance came shortly after the company filed a US$62.46 million shelf registration for an ESOP-related common stock offering, reflecting both capital initiatives and operational stability. We'll explore how a steady...

LivaNova PLC reported its third quarter and nine-month 2025 earnings, showing sales growth to US$357.8 million for the quarter and US$1.03 billion for the nine months, compared to the same periods last year. While sales increased, the company saw quarterly net income decline and posted a net loss of US$273.4 million for the nine-month period, shifting from net income last year. We'll explore how the combination of higher sales and a substantial nine-month net loss reshapes LivaNova's...

Ever wondered if Lumen Technologies stock is trading well below its true value? You are definitely not alone in asking that question. After a few rough years, the share price has jumped 60.7% in the past month and is now up an impressive 87.9% so far this year. This hints at renewed growth potential and a shift in investor sentiment. Big moves like these often follow headline-making news. Lumen has been in the spotlight lately with recent leadership changes and strategic partnerships drawing...

Ellington Financial (EFC) has seen steady gains in recent weeks, returning nearly 8% over the past 3 months. Investors watching the stock may be curious how these moves line up with changes in the broader financials sector. See our latest analysis for Ellington Financial. Momentum has been picking up for Ellington Financial, with the stock's share price advancing over 12% year-to-date and outperforming many peers. Over the longer haul, investors have enjoyed a robust 29% total shareholder...

Seaboard (SEB) shared its third quarter and nine-month 2025 results, turning prior losses into net income gains. The company also reported increased revenues year on year and declared a quarterly cash dividend of $2.25 per share. See our latest analysis for Seaboard. Seaboard’s strong quarterly turnaround and the new dividend appear to have powered a surge in interest, with the stock’s share price up nearly 49% year to date. However, looking at the bigger picture, its one-year total...

Tri Pointe Homes recently reported third quarter 2025 results that exceeded analyst expectations on both revenue and earnings, and announced expansion plans into new markets including Utah, Florida, and the Coastal Carolinas. Alongside these operational updates, the company also completed a significant share repurchase tranche and recently appointed Steve Francis, a seasoned executive, as president of its Charlotte division. We'll explore how Tri Pointe Homes' stronger-than-expected...

Kaiser Aluminum Corporation recently completed a US$500 million private offering of 5.875% senior notes due 2034, guaranteed by key domestic subsidiaries and aimed at redeeming existing 2028 notes. This debt refinancing follows robust third-quarter results and raised 2025 revenue guidance, signaling increased confidence in the company's ability to strengthen its financial position and execute growth plans. We'll examine how the successful debt offering enhances Kaiser Aluminum's investment...

Eaton (ETN) posted net profit growth of 4.2% for the most recent year, a significant slowdown compared to its impressive five-year compound annual earnings growth rate of 20.5%. Looking ahead, analysts expect earnings and revenue to grow at annual rates of 13.1% and 8.5%, respectively, both trailing the broader US market averages of 16% and 10.5%. Net profit margins dipped to 14.7% from 15.3%, while Eaton’s stock trades at $377.72, well above the estimated fair value of $151.13 and above the...

Ingram Micro Holding (INGM) sparked attention after posting its third quarter results, which showed higher sales and net income along with a raised dividend. The company’s upbeat guidance and new AI initiatives also fueled renewed interest among investors. See our latest analysis for Ingram Micro Holding. Momentum has picked up for Ingram Micro Holding, with a 17.7% share price return over the past 90 days as investors took notice of the company’s strong earnings, digital innovations, and...

Ever wondered if Wendy's stock is a hidden bargain or a value trap? Let's dig into what the numbers and recent developments suggest about its current price. Volatility has been the name of the game lately, with the share price dropping 6.9% over the last 30 days and down a striking 52.5% over the past year. Industry headlines are circling Wendy's, from discussions around shifting consumer trends to competitive menu innovations that are shaking up the quick-service space. These factors have...

Graham Holdings Company recently reported third-quarter 2025 results, posting revenue of US$1.28 billion and net income of US$122.93 million, both higher than the previous year, along with impairment charges of US$2.24 million for intangible and other long-lived assets. Despite recording impairment charges, the company saw a substantial increase in earnings per share, highlighting improved profitability in the quarter. We'll explore how Graham Holdings' stronger year-over-year earnings...

First BanCorp (FBP) just reported a strong third quarter. Net interest income and net income both rose compared to last year, while the board approved a sizeable share buyback program. These moves immediately caught investors’ attention. See our latest analysis for First BanCorp. First BanCorp’s recent earnings beat and new buyback plan arrive just as the share price has softened, down 10.6% over the past month, even though the stock is still up 7.3% year-to-date. Over the longer term,...

McDonald's (MCD) shares saw little movement today, continuing a trend of modest changes over the past several weeks. Investors appear to be weighing recent performance against longer-term growth and income figures as they reassess value opportunities. See our latest analysis for McDonald's. While McDonald's share price has seen only subtle shifts recently, momentum has cooled somewhat compared to the start of the year. The company’s total shareholder return of nearly 3% over the past year...

In the past week, Ultra Clean Holdings announced third quarter results showing revenue of US$510 million and a net loss of US$10.9 million, alongside weak guidance for the fourth quarter and a new US$150 million share repurchase program over three years. A class action lawsuit was recently filed, alleging Ultra Clean Holdings made materially false statements about demand conditions in China and concealed operational challenges, increasing scrutiny of management transparency during a period...

ON Semiconductor recently reported third-quarter 2025 results, revealing a year-over-year drop in both revenue and net income, and issued guidance for fourth-quarter sales of US$1,480 million to US$1,580 million with diluted EPS of US$0.56 to US$0.66 per share. The announcement also highlighted a collaboration with Teledyne Technologies to supply advanced ASIC solutions for infrared imaging, alongside an update on the company’s accelerated share repurchase efforts. We'll explore how recent...

Curious if Pfizer's current stock price is a bargain or just a mirage? You're not alone; plenty of investors are wondering whether now is the right time to dive in or stay on the sidelines. Despite robust debate around its potential, Pfizer’s share price dipped 0.8% over the past week, finished last month down 11.2%, and has lost 7.1% over the last year. This signals a shift in how the market perceives its growth prospects and risks. Recent headlines spotlight Pfizer’s strategic moves in...

TaskUs (TASK) shares have recently seen subtle movement, prompting investors to take a closer look at how the company is performing. Over the past month, the stock has declined about 27%, drawing attention to its valuation and outlook. See our latest analysis for TaskUs. TaskUs has seen momentum fade over the past year, with a one-year total shareholder return of -9.85% and a three-year total return sitting much lower at -42.62%. After a sharp 26.78% drop in the last month, the market seems...

SoFi Technologies (SOFI) delivered a strong third-quarter earnings report, posting substantial gains in both revenue and net income. The company also raised its full-year outlook, which underlines growing confidence in future performance. See our latest analysis for SoFi Technologies. After rallying sharply over the past year, SoFi Technologies has cemented itself as a standout in the fintech world. Its 1-year total shareholder return of 157.18% and 3-year total return of 475.88% speak...

Jamf Holding (JAMF) shares have rallied 15% over the past week and are up 21% for the month. Investors seem to be revisiting the stock after months of weaker performance, which is prompting questions about its current valuation. See our latest analysis for Jamf Holding. Even with Jamf's share price rebounding sharply over the past month, the bigger picture tells a more complex story, as its one-year total shareholder return is still down nearly 25%. However, momentum has picked up recently,...

BRC (BRCC) booked revenue growth of 12.55% per year, outpacing the broader US market benchmark of 10.5% per year. While the company continues to operate at a loss and is projected to remain unprofitable over the next three years, it has made notable progress in reducing annual losses by 14.7% over the past five years. For investors, rapid revenue expansion, an undemanding 0.4x Price-to-Sales ratio, and a share price well below fair value present a mix of optimism and ongoing caution. See our...

Advanced Energy Industries reported third quarter 2025 results with US$463.3 million in sales and US$46.2 million in net income, reversing a loss from the previous year, and issued guidance for fourth quarter revenue of about US$470 million and projected full-year earnings per share between US$0.87 and US$1.37. The company’s significant turnaround in profitability and confirmation of its quarterly dividend reflect increased operational effectiveness and confidence in sustained business...

New Jersey Resources Corporation's board declared a quarterly dividend of $0.475 per share, payable January 2, 2026, to shareholders of record as of December 12, 2025. The board’s decision to maintain its dividend signals management's confidence in the company’s ability to support stable returns despite recent sector and earnings headwinds. We'll now explore how the continued dividend affirmation shapes New Jersey Resources' investment narrative amid current energy sector challenges. Rare...

Booz Allen Hamilton Holding (BAH) stock is in focus after the company’s latest earnings fell short of expectations, leading to a downgrade from BofA Securities. At the same time, the CEO increased his personal stake with a large insider purchase. This signals confidence despite recent challenges. See our latest analysis for Booz Allen Hamilton Holding. Booz Allen’s bumpy few months have been hard to miss, as the share price is down nearly 18% over the past month and over 23% in the past...