U.S. Telecom Services and Carriers Stock News

Commerce Bancshares, Inc. reported first-quarter 2026 results with net interest income of US$299.84 million and net income of US$141.62 million, alongside basic and diluted earnings per share of US$0.96, while recording total net loan charge-offs of US$14.97 million. Management also continued its long-running capital return program, repurchasing 1,600,000 shares for US$84.00 million and bringing total buybacks under the 2005 authorization to 45,536,003 shares. With earnings and revenue...

Intel (NasdaqGS:INTC) confirmed that Tesla will be the first major external customer for its upcoming 14A manufacturing process at the new Terafab facility. The company reported a quarterly earnings beat, supported by stronger than expected demand for AI server chips. The Tesla agreement marks Intel's first large scale third party foundry deal, a key step in its effort to expand its manufacturing business. For readers tracking chipmakers, this update shows how Intel (NasdaqGS:INTC) is...

Event context and recent stock performance Check Point Software Technologies (CHKP) has been drawing investor attention after a period of weaker share performance, with the stock showing a 26.2% decline over the past 3 months and 35.9% over the past year. That pullback comes alongside reported annual revenue of US$2.7b and net income of US$1.1b. This has prompted some investors to reassess how the current valuation lines up with the company’s established role in global cybersecurity. See our...

If you are wondering whether Everest Group at US$350.81 is offering fair value or a potential bargain, the key is to look past the headline price and into how it stacks up on several valuation checks. Over shorter periods the stock has had mixed results, with returns of 1.9% over 7 days, 8.4% over 30 days, 4.9% year to date, 1.2% over 1 year, flat over 3 years and 43.5% over 5 years. This may have shifted how investors view its growth potential and risk. Recent coverage has focused on...

Wondering if United Therapeutics at around US$572.85 is still offering value, or if the easy gains are behind it? This article breaks down what the current price may be implying about the company. The stock has seen a 1.3% decline over the last 7 days, a 7.7% return over the last 30 days, 15.3% year to date, and 93.3% over the past year, with a 151.6% return over 3 years and 180.5% over 5 years. Recent coverage has focused on United Therapeutics as a US biotechnology company with a current...

Robert Half (RHI) just reported Q1 2026 results, with net income of US$13.79 million and diluted EPS from continuing operations of US$0.14, both lower than the same quarter a year earlier. See our latest analysis for Robert Half. Robert Half’s 1 day share price return of a 7.7% decline following the earnings release sits against a 10.8% 1 month share price gain, while the 1 year total shareholder return of a 34.8% decline signals pressure on longer term sentiment. If this earnings reaction...

Earnings announcement puts monday.com (MNDY) in focus monday.com (MNDY) is drawing attention after its shares closed the latest session up 2.77% ahead of the company’s first quarter 2026 earnings report scheduled for May 11. With expectations for earnings per share to decline while revenue is forecast to grow versus the prior year, investors are watching how these results might line up with the recent share price move and current valuation metrics. See our latest analysis for...

NextEra Energy (NEE) opened 2026 on the back of a steady run of results, with Q4 2025 revenue at about US$6.5b, basic EPS of US$0.73 and net income of roughly US$1.5b. The trailing twelve months show revenue of about US$27.4b, EPS of US$3.31 and net income of around US$6.8b. Over recent quarters, the company has seen revenue move from about US$5.4b in Q4 2024 to US$6.5b in Q4 2025, with basic EPS shifting from US$0.58 to US$0.73 over the same period. This sets up a results season where...

If you are wondering whether Concentrix at around US$26.78 is a bargain or a value trap, the key lies in understanding how its current price lines up with different valuation checks. The stock has seen a 9.5% decline over the last 7 days, sits roughly flat over 30 days with a 1.1% gain, and is still showing heavier falls of 35.0% year to date and 45.3% over the past year. Those moves come after a much longer slide, with 3 year returns of 70.1% and 5 year returns of 81.6%. This keeps many...

Calix, Inc. recently reported first-quarter 2026 revenue of US$279.98 million and net income of US$11.21 million, while completing a US$361.64 million share repurchase of 8,404,000 shares initiated in July 2022. Alongside these results, the board expanded the existing buyback authorization by an additional US$100 million, signaling a strong capital return focus as the company highlights its long-term growth plans at Investor Day. Next, we will examine how Calix’s record quarterly revenue and...

Exelon subsidiary PECO has appointed an interim President and CEO, bringing back a senior executive to lead the utility. ComEd, another Exelon subsidiary, reports its energy efficiency program has produced an estimated $13b in customer energy savings. Exelon (NasdaqGS:EXC) is drawing attention as these two operational updates arrive with the stock trading around $46.75. Over the past 5 years, the share price return of 74.1% reflects the company’s performance for long term holders, while the...

Marex Group (MRX) has drawn fresh attention after completing a US$500 million fixed income offering of 5.680% senior, subordinated, unsecured notes due 2031, adding a new layer to the story around its earnings momentum. See our latest analysis for Marex Group. The fresh US$500 million note issuance follows strong recent momentum, with a 30 day share price return of 38.85% and a 1 year total shareholder return of 30.26%, suggesting interest in Marex is building from a relatively low base. If...

OpenTable, a subsidiary of Booking Holdings (NasdaqGS:BKNG), has acquired Canadian restaurant management platform Libro. The deal expands Booking Holdings' reach in the Canadian restaurant technology market, with a particular focus on Quebec. The acquisition is aimed at strengthening OpenTable's capabilities in restaurant discovery, table management, and guest relationship tools. For Booking Holdings, best known for its global travel and accommodation platforms, OpenTable is an important...

Wondering if Ingredion at around US$112.89 is a bargain or fairly priced today? This article breaks down what the current share price might be implying about value. The stock has moved only slightly in the short term, with a 0.8% decline over 7 days and gains of 2.6% over 30 days. The 1 year return of 10.8% contrasts with longer term returns of 15.9% over 3 years and 39.1% over 5 years. Recent coverage has focused on how Ingredion fits into the broader food and beverage space and how...

Tetra Tech (NasdaqGS:TTEK) has been selected by Waterschap Aa en Maas to modernize water infrastructure in the Netherlands. The company has also secured a multi year contract with Northern Ireland Water to provide water quality services focused on emerging contaminants and resiliency. These European wins expand Tetra Tech's role with leading water authorities and add to its international project portfolio. Tetra Tech focuses on consulting and engineering services across water,...

Digital Realty Trust (DLR) is back in focus after reporting first quarter 2026 results, with sales of US$1,103.95 million, total revenue of US$1,635.17 million and net income of US$179.27 million. See our latest analysis for Digital Realty Trust. The recent first quarter earnings release and ongoing discussion around water risk disclosures come against a backdrop of strong momentum, with a 29.01% year to date share price return and a 116.85% three year total shareholder return at a US$200.00...

Executive departure and recent AI driven sentiment shift Investor attention on Zscaler (ZS) has recently picked up after a rebound in cybersecurity stocks linked to AI related budget expectations, along with news that long serving executive and board member Raj Judge plans to leave the company. See our latest analysis for Zscaler. Despite recent AI related optimism and the Google Cloud security award, Zscaler’s share price has faced pressure, with a 90 day share price return showing a 36.57%...

Why Stifel Financial is on investors’ radar Stifel Financial (SF) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months, alongside positive annual revenue and net income growth. See our latest analysis for Stifel Financial. At a share price of $76.89, Stifel Financial has seen recent pressure, with a 7 day share price return of a 4.79% decline and a 90 day share price return of a 10.11% decline, even as...

Amphenol (NYSE:APH) has released its 2025 Sustainability Report, outlining completed environmental and social goals. The report highlights progress on United Nations aligned sustainability objectives and introduces new targets for the coming years. This update adds a long term responsibility lens to the company’s recent financial disclosures and operational updates. For investors tracking Amphenol at a share price of $150.18, sustainability has become a more visible part of the story...

Cisco Systems (NasdaqGS:CSCO) has introduced a Universal Quantum Switch that connects different quantum devices over standard telecom fiber. The research prototype is designed to support all major quantum encoding methods while preserving quantum information across systems. The announcement highlights Cisco's focus on quantum networking as a foundation for future secure communications and computing. Cisco is widely known for its networking hardware, software, and services, and this quantum...

If you are wondering whether LPL Financial Holdings at around US$321 a share looks expensive, cheap, or somewhere in between, this article breaks down what the current price might be implying about the business. The stock has returned 2.7% over the last 7 days and 6.9% over the last 30 days, while the year-to-date return of negative 11.2% contrasts with a 2.0% return over the past year and 60.2% and 112.4% over 3 and 5 years respectively. Recent news around LPL Financial Holdings has kept...

Recent trading context for Sila Realty Trust Sila Realty Trust (SILA) has drawn fresh attention after a recent move in its share price, with the stock last closing at $30.40 and showing double digit returns over the past month. For investors watching healthcare focused real estate, the trust’s recent share performance, its US$1.68b market value and current financial profile provide a starting point for assessing how its net lease model fits into a diversified income portfolio. See our latest...

Carrier Global snapshot and recent performance Without a specific event catalyst, Carrier Global (CARR) still attracts attention as investors weigh its recent share performance, current earnings profile, and exposure to global climate and energy solutions markets. See our latest analysis for Carrier Global. The recent share price of US$61.54 sits alongside a 1-month share price return of 5.05% and a 3-year total shareholder return of 54.80%. This suggests that momentum has developed over time...

Lululemon Athletica (NasdaqGS:LULU) has appointed Heidi O’Neill as its next chief executive officer. O’Neill, a veteran executive in performance apparel, footwear, and sport, is set to lead the company following a comprehensive search process. Her background includes senior roles at Nike, where she worked on global growth and product-focused initiatives. Lululemon Athletica, best known for its premium athletic and athleisure apparel, sits at the intersection of fitness, lifestyle, and...