U.S. Telecom Services and Carriers Stock News

NYSE:NPKI
NYSE:NPKITrade Distributors

Why NPK International (NPKI) Is Up 6.1% After EPS More Than Doubled And Revenue Views Rose

Recently, NPK International Inc. reported that its earnings per share more than doubled year over year, while technical patterns pointed to strong institutional interest and analysts revised their revenue estimates upward. This combination of rapid earnings expansion and improving analyst expectations highlights how quickly sentiment can shift when fundamental performance and perceived demand align. Now we’ll examine how this explosive earnings growth and upgraded revenue expectations could...
NYSE:MOH
NYSE:MOHHealthcare

Molina Healthcare (MOH) Q4 Loss And Margin Compression Challenge Bullish Earnings Narratives

Molina Healthcare (MOH) has just wrapped up FY 2025 with Q4 revenue of US$10.8b and a basic EPS loss of US$3.15, following earlier quarterly EPS of US$5.46, US$4.76 and US$1.50, while trailing 12 month EPS sits at US$8.92 on revenue of US$43.6b. Over the past six reported quarters, revenue has moved from US$9.8b in Q3 2024 to above US$10b per quarter in 2025, as quarterly EPS ranged from US$4.44 and US$5.66 in late 2024 to a loss in Q4 2025. This sets up a mixed picture on profitability. With...
NYSE:VSH
NYSE:VSHElectronic

A Look At Vishay Intertechnology (VSH) Valuation As Profitability Returns And Demand Strengthens

Vishay Intertechnology (VSH) is back in the black, with fourth quarter 2025 results showing a return to profitability and higher year over year sales, supported by broad demand and guidance for higher revenue next quarter. See our latest analysis for Vishay Intertechnology. The earnings rebound and product launches in power inductors and sulfur resistant resistors have come alongside strong share price momentum, with a 30 day share price return of 25.56% and a 90 day share price return of...
NYSE:CUBE
NYSE:CUBESpecialized REITs

A Look At CubeSmart (CUBE) Valuation After New Self Storage Venture And Debt Issuance

CubeSmart (CUBE) is back on investors’ radar after teaming up with CBRE Investment Management on a US$250 million self-storage venture, starting with a Phoenix acquisition and pairing growth plans with a recently issued US$450 million unsecured note. See our latest analysis for CubeSmart. At a share price of US$38.61, CubeSmart has logged a 5.35% 90 day share price return and a 9.07% year to date share price return. The 1 year total shareholder return of 3.14% decline and 3 year total...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

CoreWeave Unveils ARENA As Investors Scrutinize Capacity And Reliability Claims

CoreWeave, NasdaqGS:CRWV, has launched ARENA, an AI native benchmarking and validation platform for production scale workloads. The release comes while the company faces class action lawsuits that allege past misstatements about its operational capacity. ARENA is intended to give customers clearer performance data and validation tools for running large AI workloads. CoreWeave’s launch of ARENA comes at a time when the company’s execution is under close watch, both by customers and by...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab (GTLB) Valuation Check After Transcend Event Highlights AI Agents And Software Automation

GitLab (GTLB) is back in focus after its GitLab Transcend virtual event on agentic AI, where management highlighted Intelligent Orchestration, new AI agent hackathons, and an assessment program for modernizing software delivery practices. See our latest analysis for GitLab. Despite the buzz around Transcend and upcoming conference appearances, GitLab’s short term share price return has been weak. The stock has seen a 30 day share price decline of 15.82% and a 1 year total shareholder return...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Nektar Therapeutics (NKTR) Is Up 88.9% After Upsized Equity Raise And Positive REZOLVE-AD Data - Has The Bull Case Changed?

Nektar Therapeutics recently completed an upsized follow-on equity offering of about US$400.00 million in common stock and pre-funded warrants to help fund research, clinical development, and manufacturing for its pipeline. This capital raise closely followed positive 36-week maintenance data from the Phase 2b REZOLVE-AD trial of rezpegaldesleukin in moderate-to-severe atopic dermatitis, which showed durable disease control with both monthly and quarterly dosing and a consistent safety...
NYSE:JPM
NYSE:JPMBanks

Trump Lawsuit And Blockchain Push Shape JPMorgan Risk And Valuation Narrative

Donald Trump filed a $5b lawsuit against JPMorgan Chase (NYSE:JPM), alleging the bank closed his accounts for political reasons. The legal action targets one of the largest U.S. banks and raises questions about internal account review and closure policies. Separately, JPMorgan is working with Nacha to bring real time peer to peer payments onto its blockchain based payments network. The partnership aims to connect trusted payment information with blockchain rails to help reduce fraud and...
NYSE:MP
NYSE:MPMetals and Mining

How Major Pentagon Funding and Project Vault Reserve Plans Will Impact MP Materials (MP) Investors

In recent months, MP Materials has reported a major US$400 million investment from the Department of Defense, a new multi-billion‑dollar federal “Project Vault” reserve initiative where it is a potential key supplier, and plans to report its fourth‑quarter 2025 results and strategic update on February 26, 2026. These moves deepen MP Materials’ role at the heart of U.S. rare‑earth supply security, effectively tying its growth prospects to long‑term government demand and industrial...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries AEIS Earnings Jump Tests Bullish Margin Narrative

Advanced Energy Industries (AEIS) has just closed out FY 2025 with fourth quarter revenue of US$489.4 million and basic EPS of US$1.40, with trailing twelve month revenue of US$1.8 billion and EPS of US$3.97 framing the full year picture. The company has seen quarterly revenue move from US$374.2 million in Q3 2024 to US$489.4 million in Q4 2025, while basic EPS has shifted from a loss of US$0.38 in Q3 2024 to US$1.40 in Q4 2025 and US$3.97 on a trailing basis, setting up a results season...
NYSE:EAT
NYSE:EATHospitality

Chili’s Same-Store Sales Surge and Guidance Hike Might Change The Case For Investing In Brinker International (EAT)

Brinker International recently reported a strong Q2 FY2026, with revenue and operating income ahead of expectations, driven by Chili’s 8.6% year-over-year same-store sales growth and a subsequent increase in full-year revenue and EPS guidance. Chili’s brand momentum is also evident in its Margarita of the Month Club, launched after selling nearly 30 million margaritas in 2025, underscoring customer engagement that may reinforce Brinker's focus on optimizing existing locations. We’ll now...
NYSE:DAN
NYSE:DANAuto Components

Is Dana (DAN) Still Attractive After A 116% One Year Share Price Surge?

If you are wondering whether Dana's current share price gives you a fair deal or not, you are in the right place, because the rest of this article focuses on what that price might actually represent. Dana's share price last closed at US$33.40, with returns of 10.2% over the past week, 22.3% over the past month, 33.9% year to date, 116.5% over 1 year, 94.1% over 3 years and 66.4% over 5 years. This raises questions about how much of the story is already reflected in the price. Recent coverage...
NYSE:RAMP
NYSE:RAMPSoftware

Does Stronger Profitability Guidance And Buybacks Change The Bull Case For LiveRamp Holdings (RAMP)?

LiveRamp Holdings reported past third-quarter and nine-month fiscal 2025 results showing sales of US$212.20 million and US$606.85 million respectively, with net income rising to US$39.87 million and US$75.04 million over the same periods. Alongside this, the company issued revenue and GAAP operating income guidance for the fourth quarter and full year 2026 and disclosed continued share repurchases, underscoring a focus on profitable growth and capital return. We’ll now assess how LiveRamp’s...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne MultiLane Venture Targets AI Data Centers As Valuation Stretches

Teradyne (NasdaqGS:TER) and MultiLane have formed a joint venture focused on advanced testing solutions for AI data centers. The new entity is designed to address demand for high speed testing of AI data center equipment. The partnership combines MultiLane’s specialized test assets with Teradyne’s global customer reach and product portfolio. For investors watching how chip and hardware suppliers respond to AI infrastructure build outs, this move provides a clearer view of where Teradyne is...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

A Look At AeroVironment (AVAV) Valuation As Analyst Upgrades And AI Defense Momentum Draw Focus

AeroVironment (AVAV) shares have been in focus after analyst upgrades, stronger defense ordering tied to AI-enabled loitering munitions, and a seasoned Washington hire, which have sharpened attention on the upcoming earnings report. See our latest analysis for AeroVironment. Despite the latest close at $243.42 and a 34.33% 1 month share price decline, AeroVironment’s 1 year total shareholder return of 45.15% and 3 year total shareholder return of 166.59% point to strong longer term momentum...
NYSE:CAT
NYSE:CATMachinery

Is It Too Late To Consider Caterpillar (CAT) After Its Surging Share Price?

If you are wondering whether Caterpillar's current share price really reflects its value, you are not alone. The stock has attracted a lot of attention from investors trying to work out what is already priced in. The share price recently closed at US$775.00, with returns of 12.0% over the past 7 days, 23.1% over the past 30 days, 29.5% year to date and 123.2% over the last year, as well as 227.2% over 3 years and 320.1% over 5 years. Recent news coverage has focused on Caterpillar as a key...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Rehires Grimes As SpaceX IPO Role Meets Valuation Debate

Morgan Stanley (NYSE:MS) has rehired Michael Grimes as chairman of investment banking. Grimes is expected to play a key role in SpaceX’s anticipated IPO following its merger with xAI and a recent valuation milestone. The move positions Morgan Stanley for a central role in what could become the largest IPO to date. Morgan Stanley is a global financial services firm with a large investment banking franchise that works on IPOs, mergers and capital raising for corporate clients. Bringing back...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Fifth Third Comerica Merger Reshapes Growth, Governance And Valuation Story

Fifth Third Bancorp (NasdaqGS:FITB) has completed its merger with Comerica Inc., creating the ninth-largest U.S. bank. The combined company has expanded its board size, refreshed leadership and amended bylaws to allow for new preferred stock. Fifth Third has also grown its "Team Fifth Third" NIL program, tying student-athlete partnerships to financial education efforts. For you as an investor, this puts NasdaqGS:FITB in a different peer group, with a footprint that now spans more markets...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Assessing Ultragenyx Pharmaceutical (RARE) Valuation After New UX111 Gene Therapy Data And FDA BLA Resubmission

Ultragenyx Pharmaceutical (RARE) is back in focus after releasing long term UX111 gene therapy data in Sanfilippo syndrome type A. This is tied directly to a fresh FDA BLA resubmission that follows earlier clinical and legal setbacks. See our latest analysis for Ultragenyx Pharmaceutical. Against this backdrop, Ultragenyx’s 1-day share price return of a 1.32% decline and 7-day share price return of a 3.28% decline sit alongside a 90-day share price return of a 27.42% decline and a 1-year...
NYSE:BLK
NYSE:BLKCapital Markets

Is BlackRock (BLK) Priced Appropriately After Recent 13.5% One Year Gain?

If you are wondering whether BlackRock’s current share price lines up with its underlying worth, you are not alone. That is exactly what this article is here to unpack. Over the past year, the stock has returned 13.5%, with a 0.6% gain over the last 7 days, a 0.6% decline over 30 days, and a 0.2% decline year to date from a last close of US$1,082.88. Recent coverage has centered on BlackRock’s role as one of the largest global asset managers and its position in long term investment themes,...
NYSE:NE
NYSE:NEEnergy Services

Is Noble (NE) Price Rally Outrunning Its Cash Flow And Earnings Valuation?

If you are wondering whether Noble's current share price lines up with its underlying worth, you are not alone. This article is here to unpack that question clearly. Noble's share price recently closed at US$44.06, with returns of 14.5% over 7 days, 47.3% over 30 days, 51.9% year to date, and 55.6% over 1 year, which has caught the attention of many investors thinking about growth potential and changing risk perceptions. Recent coverage of Noble has highlighted the stock's role in the energy...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Pega (PEGA) Margin Surge To 22.5% Challenges Bearish Earnings Narratives

Pegasystems (PEGA) capped FY 2025 with fourth quarter revenue of US$504.3 million and basic EPS of US$1.38, alongside trailing twelve month revenue of US$1.75 billion and EPS of US$2.30, set against earnings growth of 296.7% over the past year. Over recent periods, the company has seen quarterly revenue move between US$325.1 million and US$504.3 million and basic EPS range from a loss of US$0.08 to a gain of US$1.38, while trailing net profit margin increased from 6.6% to 22.5%. For...