U.S. Telecom Services and Carriers Stock News

With inflation pressures, shifting rate paths, and commodity shocks all pulling markets in different directions, cash flow quality and valuation discipline matter more than ever. The Undervalued Stocks Based On Cash Flows screener focuses on companies where the SWS DCF model suggests fair value sits above the current share price, highlighting situations where cash generation and price are out of sync. For value oriented investors looking for ideas grounded in fundamentals rather than...

Mueller Industries (MLI) has released its Q2 2026 results, with revenue of US$1.4 billion, basic EPS of US$1.15 and net income of US$249.7 million setting the tone for the quarter. The company has seen revenue move from US$1.1 billion in Q2 2025 to US$1.4 billion in Q2 2026, while quarterly basic EPS shifted from US$1.13 to US$1.15 over the same period, and trailing 12 month EPS reached US$3.90 on net income of US$850.5 million. With a trailing net margin of 18.2% and earnings growth...

Akamai Technologies (AKAM) has drawn fresh attention after being chosen as a core security partner in World Wide Technology’s AI-focused ARMOR framework, alongside growing interest around its upcoming earnings release. See our latest analysis for Akamai Technologies. Akamai Technologies’ recent selection for World Wide Technology’s ARMOR framework and the focus on its upcoming earnings are drawing fresh attention to a stock that has a 90 day share price return of 29.24% and a 1 year total...

Hancock Whitney (HWC) opened Q2 2026 with total revenue of US$387.6 million and basic EPS of US$1.56, underpinned by net income of US$127.0 million. The company has seen quarterly revenue move from US$353.2 million in Q1 2025 to US$387.6 million in Q2 2026, while basic EPS has ranged from about US$1.32 to US$1.56 over the same period. This gives investors a clear view of how the top and bottom lines have tracked through recent reporting cycles. With current margins supported by a trailing net...

Northrop Grumman (NOC) has put fresh numbers on the table for Q2 2026, with revenue of US$10.9b and basic EPS of US$7.70 anchoring the latest report. The company has seen revenue move from US$10.4b in Q3 2025 and US$10.4b in Q2 2025 to US$10.9b in the latest quarter, while basic EPS has ranged from US$8.17 in Q2 2025 and US$9.99 in Q4 2025 to US$7.70 in Q2 2026. This gives investors a clear view of how the top and bottom lines are tracking through the past year. With trailing twelve month EPS...

Garrett Motion recently continued its pattern of outperformance by delivering quarterly earnings above analyst estimates and raising its full-year net sales and net income guidance, reinforcing confidence in management's outlook after these results were reported earlier in 2026. This combination of consistent earnings surprises and upgraded guidance, alongside some views that the shares still trade below intrinsic value estimates, has become a central factor shaping how investors interpret...

Microchip Technology (MCHP) has drawn fresh attention after launching new industrial Power over Ethernet hardware and an updated AI focused FPGA software toolkit, giving investors more product context as the stock reacts to recent trading pressure. See our latest analysis for Microchip Technology. At a share price of $85.02, Microchip Technology has seen a 1-day share price return of 1.97%, while the 30-day share price return is down 17.22% and the year-to-date share price return is 30.74%...

Royal Gold (RGLD) has completed a share repurchase tranche, buying back 147,205 shares for US$30 million between May 4 and June 30, 2026, under its previously announced buyback program. See our latest analysis for Royal Gold. Royal Gold’s latest buyback comes after a period where the share price has fallen 19.9% over 90 days and 6.2% over 30 days, even though the 1 year total shareholder return is 29.1% and the 5 year total shareholder return is 79.8%. If this buyback has you reassessing the...

Hercules Capital (HTGC) has drawn fresh attention after announcing and completing a fixed income offering of 6.300% notes due July 24, 2031, raising roughly $321.3 million in proceeds before expenses. See our latest analysis for Hercules Capital. Against the backdrop of this new 6.300% note, Hercules Capital’s share price has recently picked up some short-term momentum, with a 30-day share price return of 4.6% and a 90-day gain of 3.8%. This comes even though the year-to-date share price...

AMERISAFE (AMSF) opened Q2 2026 with total revenue of US$92 million and basic EPS of US$0.79, alongside net income of US$14.6 million that frames the quarter as a clean snapshot of its underwriting and investment performance. The company has seen quarterly revenue move from US$81.1 million in Q2 2025 to US$92 million in Q2 2026, while basic EPS across the same quarters shifted from US$0.73 to US$0.79, setting up a picture of how the top and bottom lines have tracked through the current...

Bank of America’s new bond offerings and what they mean for equity investors Bank of America (BAC) has just launched two new senior unsecured fixed rate bond offerings: 5.75% notes due 2046 and 5.65% notes due 2038. This provides a fresh window into how the bank is funding itself over the long term. These bonds, issued at 100% of face value with small underwriting discounts, sit alongside several recent fixed income deals and redemptions and help round out the picture for investors who mainly...

With inflation risks, shifting interest rate paths and geopolitical tensions all in focus, many investors are looking for companies that analysts expect to grow earnings while keeping their balance sheets in reasonable shape. That is exactly what the Healthy high growth potential screener aims to highlight by filtering for stocks where analysts see strong earnings growth over the next 3 years and an acceptable financial position. In this article, you will see 3 stocks selected from this...

National Bank Holdings (NBHC) has just posted its Q2 2026 numbers, with total revenue of US$127.6 million and basic EPS of US$0.58, alongside net income excluding extra items of US$26.5 million. These figures help set the tone for how investors will read the latest quarter. Over recent periods, the company has seen revenue move from US$104.5 million in Q2 2025 to US$127.6 million in Q2 2026, while basic EPS shifted from US$0.89 to US$0.58 and trailing twelve month EPS stood at US$2.35...

Why SBA Communications is in focus after a large debt raise SBA Communications (SBAC) has just completed several fixed income offerings totaling more than $3.4b, including 4.875% notes due 2030, 5.15% notes due 2031 and 5.450% notes due 2033. These unsecured, callable senior notes, supported by a broad syndicate of co lead underwriters across multiple tranches, give investors fresh information about the company’s capital structure and funding costs to evaluate alongside the stock’s recent...

Event-driven focus on ADT stock ADT (ADT) is back in focus after expectations for in-line second quarter results and a reiterated 2026 outlook, as highlighted by recent commentary from RBC Capital Markets on the company’s progress with customer acquisition. See our latest analysis for ADT. ADT’s recent share price performance has been mixed, with a 30 day share price return of 4.7%, a year to date share price return down 13.86%, and a 3 year total shareholder return of 15.75%. This suggests...

Roblox (RBLX) has put its creator tools in the spotlight after unveiling Build, a mobile first creation tab and a suite of AI powered agents that generate playable games directly from text prompts. See our latest analysis for Roblox. At a share price of $49.64, Roblox has seen its short term share price momentum soften, with the 1 day return declining 5.45% and the 7 day return down 13.02%, while the 30 day share price return of 5.01% contrasts with a year to date decline of 38.68% and a 1...

Ituran Location and Control has delivered a strong 182.7% return over the past 5 years, yet its valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the stock may still be on the cheap side. A 182.7% 5 year share price return sets a high bar for new investors, as much of the easy upside may already be reflected in the stock. Valuation can be supported if Ituran Location and Control continues to convert...

Bridgewater Bancshares (BWB) has just posted its Q2 2026 numbers, reporting total revenue of US$40.3 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$157.8 million and EPS of US$1.88. These trailing figures frame the latest quarter against a stronger full year backdrop. The company has reported total revenue increasing from US$111.4 million to US$157.8 million and basic EPS moving from US$1.11 to US$1.88 over the past trailing periods. This sets up the latest result...

FuelCell Energy stock has delivered a very large 277.7% return over the past year, yet the broader valuation checks and market multiples suggest the shares lean expensive rather than obviously cheap. Over the last 12 months, FuelCell Energy has returned 277.7%, which puts extra focus on whether the current price already reflects investors' optimism. The new collaboration with Siemens on large scale fuel cell projects can support expectations for future project wins, while the recent US$225m...

Johnson & Johnson (NYSE:JNJ) has received De Novo classification and marketing authorization from the FDA for its OTTAVA Robotic Surgical System. OTTAVA is described as the world's first table integrated soft tissue robotic platform cleared for multiple general surgery procedures in the U.S. This authorization marks Johnson & Johnson's formal entry into the U.S. robotic surgery market alongside established competitors. Johnson & Johnson enters this development phase with its stock at...

The new U.S. agreement with Saudi Arabia on civilian nuclear energy has put a fresh spotlight on American companies connected to reactors, fuel, engineering, and long term services. A potential multibillion dollar partnership, stretching over decades, could reshape where capital flows across the energy value chain and who wins the next wave of nuclear build out. At the same time, Congressional approval is still pending, so timing and scale remain uncertain. This article breaks down 3 stocks...

Upcoming earnings event puts Select Water Solutions in focus Select Water Solutions (WTTR) has set August 4, 2026 for the release of its second quarter results, followed by an investor conference call the next morning, putting fresh attention on the stock’s recent performance. See our latest analysis for Select Water Solutions. At a share price of $21.35, Select Water Solutions has seen strong momentum recently, with a 15.53% 30-day share price return and a 92.52% year to date share price...

Evercore (EVR) is back in focus after reporting that secondary market transactions for private assets reached a record in the first half of 2026, with single-asset continuation funds and GP-led deals taking center stage. See our latest analysis for Evercore. Despite Evercore highlighting record secondary market activity, the US$334.98 share price has recently come under pressure, with the 30 day share price return down 10.44%, although the 1 year total shareholder return of 12.81% and very...

Expand Energy recently drew attention ahead of its late-July earnings release, with Wall Street projecting higher earnings per share but slightly lower quarterly revenues compared with a year earlier. At the same time, analysts trimmed their near-term earnings estimates while maintaining a generally positive stance on the stock, highlighting growing tension between cautious forecasts and still-supportive sentiment. Next, we’ll examine how these lowered earnings estimates, yet resilient...