U.S. Telecom Services and Carriers Stock News

NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings’ AI And Data Center Pivot Puts Recent Valuation Assumptions In The Spotlight

Arm Holdings (NasdaqGS:ARM) is back in focus after its latest earnings update and guidance, which underline a clear tilt toward data center and artificial intelligence workloads as key revenue drivers. See our latest analysis for Arm Holdings. Arm’s share price has been volatile around the recent earnings and guidance, with a 1-week share price return of 10.2% and a 30-day gain of 13.31%. However, a 1-year total shareholder return of a 25.87% decline signals that momentum has cooled from...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss Wright (CW) EPS Beat Reinforces Bullish Earnings Narrative Despite Rich 51x P/E

Curtiss-Wright (CW) has wrapped up FY 2025 with fourth quarter revenue of US$947 million and basic EPS of US$3.71, alongside net income of US$137 million as investors weigh what these numbers say about the full year. Over recent periods, the company has seen quarterly revenue range from US$806 million to US$947 million and basic EPS move from US$2.69 to US$3.71, while trailing twelve month EPS stands at US$12.94 and revenue at about US$3.5 billion. This sets the backdrop for how you read this...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence ChipStack AI Super Agent Targets Faster Design And Deeper Adoption

Cadence Design Systems (NasdaqGS:CDNS) has introduced its ChipStack AI Super Agent, an AI-driven tool for automating chip design and verification workflows. The solution is being used by major semiconductor clients, including NVIDIA, Qualcomm, and Altera. Cadence says ChipStack AI Super Agent can deliver up to tenfold gains in design productivity and works across cloud and on premises environments. Cadence Design Systems, known for its electronic design automation and semiconductor IP, is...
NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Solstice Advanced Materials (SOLS) Margin Compression Challenges Bullish Growth Narrative

Solstice Advanced Materials (SOLS) capped FY 2025 with Q4 revenue of US$987 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$3.9 billion and EPS of US$1.49 that sits against a 3.1% revenue increase and a trailing net margin that has moved from 15.8% to 6.1% over the past year. The company has seen revenue move from US$3.6 billion to around US$3.9 billion on a trailing basis while net income shifted from US$621 million to US$237 million, setting up a picture...
NYSE:DAR
NYSE:DARFood

Darling Ingredients (DAR) Margin Squeeze Challenges Bullish Earnings Recovery Narratives

Darling Ingredients (DAR) has wrapped up FY 2025 with fourth quarter revenue of US$1.7b and basic EPS of US$0.36, putting a clearer marker on how the year has played out. The company has seen revenue move from US$1.4b in Q4 2024 to US$1.7b in Q4 2025, while quarterly basic EPS shifted from US$0.64 to US$0.36 across the same period, setting the backdrop for investors focused on earnings quality. With trailing twelve month EPS at US$0.40 and a net profit margin of 1% versus 4.8% in the prior...
NasdaqGS:WBTN
NasdaqGS:WBTNInteractive Media and Services

Assessing WEBTOON Entertainment (WBTN) Valuation After Recent Share Price Volatility

WEBTOON Entertainment (WBTN) has been drawing attention after recent trading, with the share price closing at US$11.21. You might be asking whether the current valuation reflects its growth and recent returns. See our latest analysis for WEBTOON Entertainment. Recent trading has been choppy, with a 1 day share price return decline of 5.32% and a 30 day share price return decline of 17.02%. In contrast, the 1 year total shareholder return of 4.38% suggests longer term holders have seen a...
NYSE:UNF
NYSE:UNFCommercial Services

Assessing UniFirst (UNF) Valuation After A 3 Month Share Price Surge

Event driven look at UniFirst stock UniFirst (UNF) has been drawing fresh attention after a strong run in its share price over the past 3 months, prompting investors to reassess the uniform and workplace services provider’s current valuation. See our latest analysis for UniFirst. That recent 45.8% 3 month share price return, alongside a 21.4% year to date share price gain and a 9.5% 1 year total shareholder return, suggests momentum has picked up after a more muted multi year total return...
NYSE:ANET
NYSE:ANETCommunications

Is It Too Late To Consider Arista Networks (ANET) After AI Data Center Hype-Driven Rally?

If you are wondering whether Arista Networks' share price still reflects good value after a strong run, you are not alone. This article will help you frame that question clearly. The stock last closed at US$135.12, with returns of 5.0% over 7 days, 4.0% over 30 days, 1.1% year to date and 23.1% over 1 year, which gives useful context before comparing the price to underlying fundamentals. Recent news coverage has focused on Arista Networks' role in data center and cloud networking, as...
NYSE:CPA
NYSE:CPAAirlines

Copa Holdings EPS Beat Reinforces Bullish Profitability Narratives Despite Yield Volatility

Copa Holdings (NYSE:CPA) has put up another solid quarter, with Q3 FY 2025 revenue of US$913.1 million and basic EPS of US$4.20, supported by net income of US$173.4 million. The company has seen revenue move from US$854.7 million in Q3 FY 2024 to US$913.1 million in Q3 FY 2025, while basic EPS over the same quarters went from US$3.50 to US$4.20, setting the stage for investors to focus on how its passenger load factor and revenue yield are feeding into sustaining margins. See our full...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

BGC Group (BGC) EPS Growth And 6% Margin Test Bullish Efficiency Narrative

BGC Group FY 2025 Earnings Snapshot BGC Group (BGC) has reported another busy quarter, with Q3 FY 2025 revenue of US$703 million and basic EPS of US$0.06, while trailing twelve month EPS is US$0.33 on revenue of about US$2.6 billion. The company’s quarterly revenue has moved from US$529 million and EPS of US$0.08 in Q2 FY 2024 to US$750 million and EPS of US$0.11 in Q2 FY 2025. Over the same period, trailing twelve month EPS increased from US$0.25 to US$0.33. With trailing net profit margins...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Margin Expansion To 4.3% Tests Bullish Profitability Narratives

Granite Construction (GVA) has put up a mixed but numerically strong set of FY 2025 year to date numbers, with Q3 revenue at US$1.4b and basic EPS of US$2.35 alongside trailing 12 month revenue of US$4.2b and EPS of US$4.18, all against a current share price of US$129.22. Over recent quarters the company has seen revenue move from US$1.1b and EPS of US$1.64 in Q2 2025 to US$1.4b and EPS of US$2.35 in Q3, while prior Q3 2024 revenue of US$1.3b and EPS of US$1.81 round out the recent trend...
NYSE:PHIN
NYSE:PHINAuto Components

PHINIA (PHIN) Q3 Net Margin Near 2.6% Tests Bullish Expansion Narrative

PHINIA (PHIN) has posted its latest FY 2025 numbers with Q3 revenue of $908 million and basic EPS of $0.34, giving investors a fresh look at how the top and bottom line are holding up through the year. The company has seen quarterly revenue move from $868 million in Q2 2024 to $890 million in Q2 2025 and $908 million in Q3 2025. Over the same period, basic EPS has ranged from $0.31 in Q2 2024 to $1.16 in Q2 2025 and $0.34 in Q3 2025, setting up a story that hinges on how effectively PHINIA...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety (MSA) Net Margin Slippage Tests Bullish Earnings Expansion Narrative

MSA Safety (MSA) just wrapped up FY 2025 with Q4 revenue of US$510.9 million and basic EPS of US$2.22, setting the tone for how the full year lands for shareholders watching the top and bottom line. The company has seen quarterly revenue move from US$432.7 million in Q3 2024 to US$468.4 million in Q3 2025 and then to US$510.9 million in Q4 2025, while basic EPS over that span shifted from US$1.69 to US$1.78 and then to US$2.22. This feeds into a trailing twelve month EPS of US$7.11 and keeps...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines Earnings Beat Sparks Portfolio Shift And Valuation Debate

Agnico Eagle Mines (NYSE:AEM) reported a stronger than expected fourth quarter earnings result. The company completed the sale of its remaining stake in Gunnarn Mining AB. Agnico Eagle increased its holding in Goldsky Resources, reshaping its portfolio exposure. Agnico Eagle Mines, a large gold producer listed on the NYSE under ticker AEM, is at the center of ongoing interest in precious metals as investors reassess their exposure to real assets. The combination of a stronger fourth quarter...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Loans Securitization Puts Focus On Rocket Companies Fintech Earnings

Rocket Loans, a subsidiary of Rocket Companies, completed its third asset backed securitization of unsecured consumer loans. The transaction comes as Rocket Companies expands its fintech offerings and rolls out new digital tools tied to housing and home search. Rocket Companies (NYSE:RKT), trading at $17.75, operates at the intersection of consumer lending and housing technology, with its roots in mortgages and an expanding unsecured loan platform. The stock has recorded a 45.9% return over...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Margin Improvement Challenges Bearish Flat‑Growth Narratives In FY 2025 Results

How Teradata’s latest numbers set up the story for investors Teradata (TDC) has wrapped up FY 2025 with fourth quarter revenue of US$421 million and basic EPS of US$0.40, alongside trailing 12 month revenue of US$1.7 billion and EPS of US$1.38 that frame the full year picture. Over the last six reported quarters, revenue has moved in a tight band between US$408 million and US$440 million, while quarterly EPS has ranged from US$0.09 to US$0.46, giving you a clear sense of how earnings power...
NYSE:QTWO
NYSE:QTWOSoftware

Q2 Holdings (QTWO) EPS Turnaround Tests Bullish High Growth Narrative

Q2 Holdings (QTWO) has capped FY 2025 with Q4 revenue of US$208.2 million and basic EPS of US$0.33, rounding out a year where the trailing twelve month figures reached US$794.8 million in revenue and EPS of US$0.84. The company has seen quarterly revenue move from US$189.7 million in Q1 2025 to US$208.2 million in Q4, while basic EPS stepped up from US$0.08 in Q1 to US$0.33 in Q4. This sets the stage for investors to focus on how these results feed through to margins and the durability of the...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride (PPC) Q4 EPS Drop Reinforces Bearish Earnings Decline Narratives

Pilgrim's Pride FY 2025 earnings snapshot Pilgrim's Pride (PPC) has rounded out FY 2025 with Q4 revenue of US$4.5b and EPS of US$0.37, capping a year where trailing 12 month EPS came in at US$4.56 on revenue of US$18.5b. Over recent periods the company has seen quarterly revenue move from US$4.4b in Q4 2024 to roughly US$4.8b in Q2 and Q3 2025 before landing at US$4.5b in Q4 2025, while quarterly EPS has ranged from US$0.99 to US$1.50 through 2024 and early 2025 before the latest print. With...
NasdaqGS:AMCX
NasdaqGS:AMCXMedia

AMC Networks (AMCX) Q4 Loss Challenges Bullish Earnings Narrative Despite New Full Year Profit

AMC Networks (AMCX) closed FY 2025 with Q4 revenue of US$594.8 million and basic EPS of a US$1.26 loss, while trailing twelve month EPS stood at US$2.01 on total revenue of US$2.3 billion and net income of US$89.4 million. Over recent quarters the company has seen revenue range from US$555.2 million to US$600.0 million, with quarterly EPS moving from US$0.40 in Q1 2025 to US$1.73 in Q3 2025 before the Q4 loss. This sets up a picture of earnings that have turned positive on a full year basis...
NYSE:ALL
NYSE:ALLInsurance

The Bull Case For Allstate (ALL) Could Change Following Profit Surge Driven By Cost Efficiencies And Lower Premiums

In early February 2026, Allstate reported that fourth-quarter 2025 revenue rose to US$17,345 million and net income reached US$3,832 million, while full-year revenue climbed to US$67.69 billion and net income to US$10.28 billion, alongside a declared quarterly dividend of US$1.0800 per share payable on April 1, 2026. The earnings release highlighted how expense reduction initiatives, improved claims handling, and the SAVE program’s optimized coverage and discounts materially lifted...
NYSE:IFF
NYSE:IFFChemicals

IFF (IFF) Returns To Quarterly Profit But Trailing Losses Test Turnaround Narrative

International Flavors & Fragrances FY 2025 earnings snapshot International Flavors & Fragrances (IFF) closed FY 2025 with fourth quarter revenue of US$2,589 million and basic EPS of US$0.07, while trailing twelve month figures show total revenue of US$10.9 billion and a net loss of US$374 million, equal to basic EPS of US$1.46 in losses. Over the past two reported quarters, quarterly revenue moved from US$2,764 million with EPS of US$2.29 in Q2 2025 to US$2,694 million and EPS of US$0.16 in...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Is Fermi (FRMI) Pricing Reflect Its DDM Value After Recent Share Price Swings

If you are wondering whether Fermi's current share price fairly reflects its potential, you are not alone. This article is here to unpack that question in plain terms. Fermi's recent share price of US$9.26 comes after a 28.6% return over the past 7 days, alongside a 10.2% decline over 30 days and a 5.0% return year to date. This mix of moves may leave you questioning how the stock should really be valued. Recent coverage around Fermi has focused on its position in the real estate space and...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile US TMUS Margin Compression Reinforces Bearish Narratives Despite EPS Strength

T-Mobile US (TMUS) has wrapped up FY 2025 with fourth quarter revenue of US$24.3 billion and basic EPS of US$1.89, alongside trailing twelve month revenue of US$88.3 billion and EPS of US$9.74 that frame the full year picture. The company has seen quarterly revenue move between US$20.1 billion and US$24.3 billion over the last six reported periods, while basic EPS has ranged from US$1.89 to US$2.84. This sets up a results season where investors are closely watching how these headline figures...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Materion (MTRN) Earnings Margin Squeeze Challenges Bullish Narratives On Profitability

Materion (MTRN) has put solid numbers on the board for FY 2025 so far, with Q3 revenue of US$444.8 million and basic EPS of US$1.23, set against trailing 12 month revenue of about US$1.7 billion and EPS of US$0.93. Over recent periods, revenue has moved from US$425.9 million in Q2 2024 to US$431.7 million in Q2 2025 and then to US$444.8 million in Q3 2025, while quarterly EPS has ranged from US$0.85 in Q1 2025 to US$1.23 in Q3. With a trailing net margin of 1.1% and a sizeable one off loss...