U.S. Telecom Services and Carriers Stock News

Southern First Bancshares (SFST) opened Q1 2026 with total revenue of US$32.5 million and basic EPS of US$1.21, while trailing 12 month revenue sat at US$121.9 million and EPS at US$4.31 off net income of US$35.0 million. Over the past few quarters, revenue has moved from US$25.7 million in Q1 2025 to US$31.2 million in Q4 2025 and US$32.5 million in Q1 2026. Quarterly EPS over the same stretch has run from US$0.65 to US$1.23 and now US$1.21, highlighting higher earnings, a 28.7% trailing net...

TSMC’s recent performance in focus Taiwan Semiconductor Manufacturing (NYSE:TSM) has been drawing attention after an 11.8% monthly return and a 12.9% gain over the past 3 months, prompting investors to reassess its recent share performance. See our latest analysis for Taiwan Semiconductor Manufacturing. At a share price of $368.08, the stock has a 30 day share price return of 11.8% and a year to date share price return of 15.2%, while the 1 year total shareholder return is 145.5%, suggesting...

Earlier in April 2026, Goldman Sachs issued a constructive outlook on Permian Resources ahead of earnings, citing the company’s pure-play Delaware Basin focus, execution record, and emphasis on incremental capital and cost efficiencies. The bank also highlighted Permian Resources’ plans to expand marketing efforts in 2026 to improve natural gas realizations despite ongoing Waha pricing pressure, underscoring management’s attention to pricing quality rather than just production volumes. We’ll...

Braze recently reported quarterly results showing 27.9% year-on-year revenue growth, beating analyst expectations on both billings and EBITDA for the period. This outperformance against consensus forecasts highlights how Braze’s execution and customer engagement platform traction are influencing current expectations for the business. We’ll now examine how this stronger-than-expected revenue and EBITDA performance may influence Braze’s existing investment narrative and future...

Uber Technologies (NYSE:UBER) received a major CSO Award in 2026 for its work in Human Risk Management. The company was recognized for using signal driven data to shape security behaviors across its global workforce. The award highlights Uber's focus on cybersecurity for both users and employees. For a company like Uber, which runs global ride hailing and delivery platforms, digital security sits close to the core of the business model. Large, distributed workforces and high volumes of data...

Wondering if Shopify at around US$131 per share still offers value or if most of the upside is already priced in? This article focuses squarely on what the current market price might be implying. The stock has returned 2.9% over the last week and 8.3% over the last month, while year to date it is down 16.6% and up 44.2% over the last year, with a 3 year return of 182.8% and 5 year return of 1.7%. Recent coverage has focused on Shopify's role as a major e commerce platform and its position in...

IDEAYA Biosciences (NasdaqGS:IDYA) has entered a clinical collaboration with AstraZeneca to study IDE849, a DLL3 TOP1 antibody drug conjugate. The program will evaluate IDE849 in combination with Imfinzi in extensive stage small cell lung cancer and other DLL3 upregulated tumors. For readers tracking IDEAYA mainly through its uveal melanoma drug darovasertib, this collaboration with AstraZeneca broadens the story. The company, trading at $31.83, has delivered a 70.9% return over the past...

Stanley Black & Decker (NYSE:SWK) announced that Donald Allan will step down as CEO and become Executive Chair. Chris Nelson is set to assume the CEO role effective October 1. Management outlined progress on a multi year transformation, including a roadmap targeting US$2b in cost reductions. The company is aiming for 35% adjusted gross margins while managing macroeconomic and tariff related pressures. Stanley Black & Decker, a major global manufacturer of tools, outdoor equipment, and...

Wintrust Financial (WTFC) opened 2026 with Q1 revenue of US$682.4 million and basic EPS of US$3.26, while trailing twelve month revenue stood at US$2.7 billion and EPS at US$12.10. This gives investors a clear snapshot of both the latest quarter and the broader earnings run rate. Over the past year, revenue has moved from US$2.3 billion to US$2.7 billion and trailing EPS has shifted from US$10.47 to US$12.10, setting the backdrop for how the market may read this earnings print. With a...

If you are wondering whether Verizon Communications at around US$46.27 offers enough value for the risks involved, this article breaks down what the current price might imply. The stock is up 1.7% over the last 7 days and 14.3% over the past year, while the 30 day return is a 7.4% decline. The 3 year return stands at 51.8% and the 5 year return at 12.0%. Recent coverage has focused on Verizon Communications as a core US telecom player, with attention on its network investments, competitive...

Wondering if Hubbell's share price still offers value after a strong run, or if most of the opportunity is already reflected in the current US$549.11 level. Hubbell has posted returns of 0.6% over the last 7 days, 15.4% over the past month, 18.6% year to date, 63.3% over 1 year, 120.3% over 3 years and 206.6% over 5 years, which naturally raises questions about how the current price stacks up against fundamentals. These moves sit against a backdrop of ongoing interest in companies involved...

If you are wondering whether Calix at around US$49.58 still offers value or is starting to look stretched, the key is to look closely at what you are paying for each dollar of its future potential. The share price performance is mixed, with a 1.6% gain over the last 7 days, a 1.5% decline over 30 days, a 7.5% decline year to date, and a 31.8% return over the past year. These shifts can change how the market views both risk and opportunity. Investors have been reacting to ongoing industry...

With inflation, energy shocks and bond yields all in focus, many investors are looking for companies that are not only surviving the noise but also backed by strong fundamentals. A solid balance sheet and high return on equity can help show which businesses are using capital efficiently while keeping financial risk in check. That is exactly what the Solid Balance Sheet and Fundamentals screener is built to highlight. In this article, you will see three stocks filtered by that approach, along...

Nuvalent (NUVL) is back in focus after the FDA accepted its New Drug Application for zidesamtinib in ROS1-positive NSCLC and set a Prescription Drug User Fee Act action date for September 18, 2026. See our latest analysis for Nuvalent. The FDA’s NDA acceptance and upcoming data presentations arrive after a 30-day share price return of 13.04% and a year-to-date share price return of 6.24%, while the 1-year total shareholder return of 50.06% and 3-year total shareholder return above 3x suggest...

Vertiv Holdings Co (NYSE:VRT) and CPower Energy have agreed to work together to use data center battery energy storage systems as grid resources. The collaboration is aimed at providing resilience and grid services in constrained power markets, using existing data center infrastructure. The move extends Vertiv's role in data centers into grid integration and demand response, reflecting growing focus on energy flexibility and sustainability. Vertiv, trading on the NYSE as VRT, currently has...

Progress Software (PRGS) shares are in focus after the company announced a relocation and expansion of its Bengaluru office, highlighting India’s growing role in its AI work and customer facing operations. See our latest analysis for Progress Software. The Bengaluru expansion comes at a time when Progress Software’s share price return has weakened, with a 29.6% decline over 90 days and a 46.9% drop in 1 year total shareholder return. This is despite a 6.7% 7 day share price rebound that hints...

If you are wondering whether Kratos Defense & Security Solutions at US$68.55 still offers value after a strong run, it helps to step back and look at what the current price might already be assuming. The stock has given up 6.9% over the past week and 19.0% over the past month, yet it still sits on a 113.4% return over the last year and a very large gain over three years, with a 153.0% return over five years. Recent market attention around defense and security spending has kept companies like...

Mueller Industries (MLI) opened Q1 2026 with revenue of US$1.2b and basic EPS of US$2.19, supported by net income of US$239.0m. This sets a clear marker for how the year is starting to shape up. Over the past year, the company has seen trailing twelve month revenue move from US$3.8b to US$4.4b, with basic EPS over that period rising from US$5.43 to US$7.76. This gives investors a fuller picture of the earnings engine behind the latest quarterly print. With a trailing net margin sitting...

Q1 2026 earnings snapshot Danaher (DHR) opened 2026 with Q1 revenue of US$5.9b and basic EPS of US$1.45, setting the tone for how investors will judge the rest of the year against a share price around US$194.54. Over the past six reported quarters, revenue has ranged from US$5.7b to US$6.8b while quarterly basic EPS has moved between roughly US$0.77 and US$1.67, giving you a clear view of how top line scale and per share earnings have tracked together into the latest print. With trailing 12...

blueharbor bank (OTCPK:BLHK) has opened Q1 2026 with total revenue of US$6.7 million and basic EPS of US$1.12, with the trailing twelve months showing revenue of US$24.7 million and basic EPS of US$4.05 as a backdrop. Over the past year, revenue has moved from US$18.8 million to US$24.7 million on a trailing basis, while basic EPS has shifted from US$2.31 to US$4.05, giving you a clear view of the recent earnings trajectory behind this quarter’s results. With a trailing net profit margin of...

Wondering whether Intuit at around US$404.85 is starting to look attractively priced, or if the recent share moves are just noise in your watchlist? Over the past week the stock has moved 10.4%, set against a 30 day return of an 11.1% decline and a year to date return of a 35.7% decline, which puts the 1 year return at a 30.1% decline and the 3 and 5 year returns close to flat. Recent headlines have focused on Intuit's role as a key software provider and on how market sentiment around large...

If you are wondering whether EMCOR Group's share price still offers value after a strong run, or if you may be late to the story, this breakdown focuses squarely on what you might be paying for each dollar of the business. The stock last closed at US$838.01, with returns of 2.9% over 7 days, 15.6% over 30 days, 31.2% year to date and 125.0% over the last year, plus a very large return over 3 and 5 years. Recent attention on EMCOR Group has been driven by ongoing interest in companies linked...

Rithm Capital snapshot and recent share performance Rithm Capital (RITM) has drawn investor attention after a recent move in its share price, with the stock closing at $10.17. Short term and longer term returns show a mixed picture across different time frames. See our latest analysis for Rithm Capital. Rithm Capital’s recent 16% one-month share price return sits against a 7% year-to-date share price decline, while the one-year total shareholder return of 8% points to longer term momentum...

If you are wondering whether Alibaba Group Holding's current share price still reflects good value, the recent mix of returns gives you plenty to think about. The stock last closed at US$135.38, with returns of 3.1% over 7 days, 10.6% over 30 days, 18.8% over 1 year, a 71.8% gain over 3 years, a 39.6% decline over 5 years, and a 13.1% decline year to date. These moves have come as investors continue to weigh broader sentiment around Chinese technology companies and any regulatory signals...