U.S. Telecom Services and Carriers Stock News

NYSE:WK
NYSE:WKSoftware

Is There Now An Opportunity In Workiva (WK) After Recent Share Price Pullback

If you are wondering whether Workiva at around US$72 per share offers fair value or a possible opportunity, you are not alone. That is exactly what this analysis will unpack. The stock has recently pulled back, with a 7 day return of an 11.1% decline, a 30 day return of a 13.2% decline, and a 1 year return of a 28.4% decline, which has also contributed to a 23.0% decline over 3 years and a 32.3% decline over 5 years. These moves have put Workiva on the radar for investors who track companies...
NasdaqGS:FBNC
NasdaqGS:FBNCBanks

First Bancorp (FBNC) Is Up 5.0% After Strong 2025 Earnings, Dividend Hike And Board Transition

In January 2026, First Bancorp reported strong fourth-quarter and full-year 2025 earnings growth, increased its quarterly cash dividend to US$0.24 per share, and recorded modest net loan charge-offs alongside reserve adjustments tied to loan growth and Hurricane Helene exposure. The retirement of long-serving director and former board chair Mary Clara Capel marks a governance transition at the same time the company is reporting materially higher profitability. We’ll now examine how the...
NasdaqCM:SGMO
NasdaqCM:SGMOBiotechs

What Sangamo Therapeutics (SGMO)'s Fabry Gene Therapy Progress And Equity Raise Means For Shareholders

Sangamo Therapeutics recently reported detailed Phase 1/2 STAAR study results for its Fabry disease gene therapy, isaralgagene civaparvovec, and confirmed a rolling Biologics License Application submission to the FDA under the Accelerated Approval pathway, supported by kidney function as an intermediate clinical endpoint. The company paired these clinically promising data and regulatory progress with a roughly US$24.82 million follow-on equity raise and a finance leadership change,...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Why Microsoft (MSFT) Is Down 14.4% After Massive AI Capex Overshadows Strong Q2 Earnings

In late January 2026, Microsoft reported fiscal Q2 results with revenue of US$81.27 billion and net income of US$38.46 billion, alongside record cloud revenue and the launch of its Maia 200 AI inference chip. Investors, however, fixated on moderating Azure growth, a very large US$37.50 billion AI‑driven capital spending bill, and heavy exposure to OpenAI within a US$625 billion cloud backlog, sparking concern about how quickly these AI bets will translate into durable returns. Next, we’ll...
NasdaqGM:ARDX
NasdaqGM:ARDXBiotechs

Assessing Ardelyx (ARDX) Valuation After Patent Extension And Pipeline Progress

Ardelyx (ARDX) has drawn fresh attention after securing a new US patent that extends protection for its tenapanor formulations, IBSRELA and XPHOZAH, to 2042, while also advancing IBSRELA into a Phase 3 trial in chronic idiopathic constipation. See our latest analysis for Ardelyx. Ardelyx’s recent patent win and progress with the ACCEL Phase 3 trial come after a strong run, with a 30-day share price return of 25.85% and a 1-year total shareholder return of 40.22%, alongside a small pullback...
NYSE:GMED
NYSE:GMEDMedical Equipment

Is Globus Medical (GMED) Pricing Fair After The Recent Healthcare Sector Reassessment?

If you are looking at Globus Medical and wondering whether the current share price lines up with its underlying worth, this article is built to walk you through that question step by step. The stock recently closed at US$87.45, with returns of 4.9% decline over 7 days, 0.2% over 30 days, 0.2% year to date, 5.1% decline over 1 year, 12.3% over 3 years, and 34.9% over 5 years, which may shape how investors think about both its potential and its risks. Recent news coverage around Globus Medical...
NYSE:LH
NYSE:LHHealthcare

Labcorp Extends Receivables Facility As Shares Trade Below Estimated Value

Labcorp Holdings (NYSE:LH) has amended its receivables purchase agreement, extending the facility’s termination date. The amendment adds an accordion feature that can increase borrowing capacity under certain conditions. The revised structure is intended to provide greater liquidity flexibility for the company’s operations and planning. Labcorp is a large diagnostics and laboratory services provider, so reliable access to funding is important for supporting day to day testing volumes and...
NYSE:IEX
NYSE:IEXMachinery

Do IDEX’s (IEX) Earnings and Dividend Streak Reveal a Deeper Capital-Return Strategy Shift?

IDEX Corporation reported its latest quarterly results on Wednesday, with analysts having expected modest year-on-year revenue growth following a prior quarter in which the company exceeded revenue and operating income estimates. Investors are also watching IDEX’s long record of paying and raising dividends, supported by profitability and financial stability that underpin its capital-return approach. Next, we’ll examine how anticipation around the earnings release and IDEX’s dividend track...
NasdaqGS:CBC
NasdaqGS:CBCBanks

Assessing Central Bancompany (CBC) Valuation After Recent Share Price Momentum

Why Central Bancompany is on investors’ radar today Central Bancompany (CBC) is drawing attention after a recent move in its share price, with the stock closing at $24.50 and showing varied returns over the past day, week, month, and past 3 months. See our latest analysis for Central Bancompany. While the 1 day share price return shows a 1.61% pullback to $24.50, the 90 day share price return of 15.29% sits alongside a 1 year total shareholder return of 89.00%. Together, these figures point...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Is There Now An Opportunity In WeRide (WRD) After Sharp Share Price Declines?

If you are wondering whether WeRide's current share price offers value or just fresh risk, you are not alone. This article is going to focus squarely on what the numbers are saying about its valuation. WeRide's shares last closed at US$7.58, with returns of 14.3% decline over the past week, 19.3% decline over the past month, and 48.0% decline over the last year. This raises fair questions about how the market is currently pricing the stock. Recent news around autonomous driving regulation,...
NYSE:FLOC
NYSE:FLOCEnergy Services

Flowco Expands Artificial Lift Reach With Valiant Deal And Investor Tradeoffs

Flowco Holdings (NYSE:FLOC) entered a definitive agreement to acquire the parent company of Valiant Artificial Lift Solutions. The deal expands Flowco Holdings' artificial lift portfolio within the energy sector. The transaction represents a material corporate development for investors tracking NYSE:FLOC. For you as an investor, this move adds another piece to the story of Flowco Holdings, an artificial lift and production optimization player within the energy industry. The company is...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair Deal Targets Specialty Growth While Valuation Signals Upside Potential

HF Sinclair, ticker NYSE:DINO, has agreed to acquire Industrial Oils Unlimited to expand its lubricants and specialty fluids business. The deal is framed by management as a way to build scale and product breadth in a key non fuels segment. The acquisition adds another element to HF Sinclair's broader portfolio of refinery and downstream operations. HF Sinclair enters this deal with its shares at $54.63 and a 1 year return of 51.2%, alongside a 5 year return of 104.2%. The stock has also...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

Is There Now An Opportunity In Five9 (FIVN) After A 60% One Year Share Price Slide

If you are wondering whether Five9's current share price reflects its true worth, you are not alone. This article will walk through the key numbers that matter for valuation. Five9's share price closed at US$16.71, with returns of a 9% decline over 7 days, an 11.2% decline over 30 days, an 11.2% decline year to date, a 60.8% decline over 1 year, an 80.2% decline over 3 years and a 90.6% decline over 5 years, which naturally raises questions about both risk and potential. Recent coverage has...
NYSE:UNF
NYSE:UNFCommercial Services

Is UniFirst (UNF) Pricing In Too Much Optimism After Recent Share Price Swings

If you are wondering whether UniFirst at around US$203 is a fair deal or a stretch, you are not alone. This article is built to help you frame that question clearly. The stock has seen mixed returns, with a 4.9% gain over the past month and year to date, against a 3.2% decline over the last 7 days and an 8% decline over the past year. These moves may have shifted how some investors view its potential and risks. Recent coverage around UniFirst has largely focused on the company as a long...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

How Investors Are Reacting To Alphabet (GOOGL) Tying India Expansion And Waymo Funding To Its AI Push

Alphabet recently moved to dramatically expand its footprint in India, securing rights to up to 2.4 million square feet of office space in Bengaluru that could house as many as 20,000 additional employees, while its Waymo unit raised US$16 billion at a US$126 billion valuation and investors looked ahead to Q4 2025 earnings. Together, the India build-out, Waymo funding, and Gemini- and cloud-focused expectations highlight how Alphabet is tying long-term AI and autonomous-mobility ambitions to...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle’s Record AI Capital Raise Reshapes Cloud Focus And Portfolio

Oracle (NYSE:ORCL) is planning a capital raise of about US$45b to US$50b to fund a large-scale buildout of its AI-focused cloud infrastructure. The funding mix is expected to include both new debt and equity, linked to demand from major AI clients such as OpenAI and Nvidia. The company is also reported to be preparing significant workforce reductions and considering a sale of its healthcare software unit, Cerner. Oracle operates at the intersection of enterprise software, databases and...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Q2 EPS Strength Tests High P/E And Earnings Quality Concerns

Fabrinet (FN) kicked off Q2 2026 with revenue of about US$1.1b and basic EPS of US$3.14, putting fresh numbers on the board for investors tracking its earnings story. The company has seen quarterly revenue move from US$833.6m in Q2 2025 to US$1.1b in Q2 2026, while basic EPS over that same period shifted from US$2.40 to US$3.14, with trailing twelve month EPS at US$10.52. With net income and margins now in clearer view, the latest print gives investors more to work with on how sustainable its...
NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Dividend Recovery And Portfolio Reshaping

Dividend recovery and portfolio reshaping at W. P. Carey W. P. Carey (WPC) is back in focus after cutting its dividend in late 2023, then raising it for eight straight quarters while cycling US$1.5b of dispositions into US$2.1b of new properties. See our latest analysis for W. P. Carey. At a share price of US$69.25, W. P. Carey has seen a 6.77% year to date share price return and a 32.80% one year total shareholder return. This suggests that recent dividend progress and portfolio reshaping...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Is Guardant Health (GH) Still Attractive After A 140% One Year Share Price Surge

If you are wondering whether Guardant Health at US$113.05 is starting to look expensive or still offers value, you are not alone in asking that question right now. The stock has seen a 1.3% decline over the last 7 days, an 11.1% return over the last 30 days and year to date, a 139.7% return over the last year, a 295.8% return over 3 years, and a 30.8% decline over 5 years. This may suggest the market’s view of its risk and potential has shifted over different time frames. Recent coverage has...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Lawsuit Over Rotisserie Chicken Puts Labeling And Valuation In Focus

A nationwide class action lawsuit accuses Costco of falsely marketing its Kirkland Signature Rotisserie Chicken as “no preservatives.” Plaintiffs claim the product contains additives that function as preservatives, allegedly misleading millions of shoppers across the United States. The case raises questions about Costco’s labeling practices and potential exposure under consumer protection laws. Costco Wholesale, traded as NasdaqGS:COST, is widely known for its membership warehouse model and...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock Capital Moves Across Infrastructure India Digital Advice And Europe

BlackRock, through its Global Infrastructure Partners arm, is reported to be exploring a joint acquisition of U.S. utility AES alongside EQT AB. In India, Jio BlackRock has launched an AI powered digital investment advisory platform aimed at expanding access to financial products. BlackRock has disclosed an increased stake in European company Syensqo, crossing a regulatory reporting threshold. NYSE:BLK is trading around $1,070.08, with a 1 year return of 7.5% and longer term gains of 55.3%...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Valuation Check After Raised 2026 Outlook And Expanded Interceptor Production Deals

Lockheed Martin (LMT) just combined a strong fourth quarter, a higher 2026 outlook for sales and profit, and major interceptor production agreements into one dense batch of information for investors. See our latest analysis for Lockheed Martin. The 26.4% year to date share price return, including a 26.4% 1 month share price return and 32.8% 3 month share price return, suggests strong momentum. The 42.6% 1 year total shareholder return and 110.6% 5 year total shareholder return indicate that...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Assessing IDEXX Laboratories (IDXX) Valuation After Strong 2025 Earnings Beat And 2026 Growth Guidance

IDEXX Laboratories (IDXX) is back in focus after reporting fourth quarter and full year 2025 results that topped analyst expectations, paired with fresh 2026 guidance outlining revenue and earnings growth targets. See our latest analysis for IDEXX Laboratories. Despite the upbeat fourth quarter and 2026 outlook, IDEXX Laboratories’ recent share price performance has cooled. The 7 day share price return is 8.95% and the 90 day share price return is 12.17%, set against a 1 year total...
NYSE:TME
NYSE:TMEEntertainment

Tencent Music’s ONECEAD Venture Links Artist Growth With Valuation Upside

Tencent Music Entertainment Group (NYSE:TME) has formed a new joint venture called ONECEAD with CJ ENM and JYP China. The partnership focuses on developing, launching and managing next generation artists for global audiences. ONECEAD is intended to combine music production, artist management and content distribution capabilities across China, Korea and international markets. For investors watching NYSE:TME, this move comes with the stock at $16.4 and a 1 year return of 38.2%. Over 3 years,...