U.S. Telecom Services and Carriers Stock News

NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

How Investors May Respond To eXp World Holdings (EXPI) Board Oversight Ruling On Sexual Misconduct Claims

In January 2026, the Delaware Court of Chancery denied a motion to dismiss a derivative lawsuit against eXp World Holdings’ directors and senior executives, ruling that their oversight duties extend to investigating and addressing workplace sexual misconduct allegations tied to company-sponsored events. This is widely viewed as a landmark corporate governance case, signaling that boards can face fiduciary duty claims for failing to act on credible sexual misconduct reports within their...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron (CVX) Is Up 5.6% After Earnings Beat, Dividend Hike and Venezuelan Output Plan - What's Changed

In late January 2026, Chevron reported fourth‑quarter 2025 results showing revenue of US$46,873 million and net income of US$2,770 million, while its board approved a 4% increase in the quarterly dividend to US$1.78 per share payable on March 10, 2026. Alongside these results, Chevron highlighted record global production and plans to lift Venezuelan output by around 50% using cash from existing operations rather than new capital, reinforcing its focus on cash generation and shareholder...
NYSE:THG
NYSE:THGInsurance

Hanover Insurance Group (THG) Valuation Check As Q4 Earnings And Conference Update Approach

Hanover Insurance Group (THG) is in focus as it prepares to report Q4 2025 earnings after today’s close, with the update arriving just ahead of management’s appearance at a major financial services conference. See our latest analysis for Hanover Insurance Group. At a share price of US$174.14, Hanover Insurance Group has seen a 1 year total shareholder return of 15.84% and a 5 year total shareholder return of 72.81%, pointing to momentum that has built over time, even as recent 30 day share...
NYSE:HNI
NYSE:HNICommercial Services

How Investors May Respond To HNI (HNI) Rising Institutional Stakes And New Government Contract Wins

In recent months, HNI Corporation announced it will release its fourth-quarter and full-year 2025 results and host an investor conference call on February 25, 2026, while also securing over US$1.30 million in government furniture contracts across the past year. Fresh SEC filings show large institutions including FIFTH THIRD BANCORP, Vanguard Group Inc, and FMR LLC have meaningfully expanded their HNI holdings, signaling reinforced professional interest in the company’s prospects. Against...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Stronger Earnings and Oncology Wins Might Change The Case For Investing In Johnson & Johnson (JNJ)

Johnson & Johnson recently reported fourth-quarter 2025 sales of US$24,564 million and full-year 2025 sales of US$94,193 million, alongside FDA approval of DARZALEX FASPRO in a new multiple myeloma setting and real-world evidence reinforcing ERLEADA in metastatic castration-sensitive prostate cancer. Together with management’s 2026 sales guidance of about US$100 billion to US$101 billion, these developments highlight how the company is leaning on its Innovative Medicine and MedTech...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty (KIM) Valuation Check After Stronger Q3 Earnings And Rising FFO Expectations

Kimco Realty (KIM) has drawn fresh attention after reporting Q3 results that came in ahead of expectations, with rental property revenue supporting a 2.3% increase in FFO per share. Analysts are looking for further FFO growth. See our latest analysis for Kimco Realty. The recent Q3 beat and boardroom changes, including a new treasurer and an expanded board, come as Kimco Realty’s share price trades at $21.08, with a 30 day share price return of 5.08% and a 5 year total shareholder return of...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera (OPRA) Is Down 9.8% After Raising 2025 Revenue Guidance Above US$608 Million - What's Changed

Opera Limited recently raised its guidance for the fourth quarter and full year 2025, now expecting Q4 revenue to exceed US$170,000,000 and full-year revenue to come in above US$608,000,000, implying more than 26% growth compared with 2024. Management linked this stronger outlook to growth in higher-revenue Western users and expanding e-commerce activity, underscoring how Opera’s browser platform is being used to deepen monetization rather than simply grow overall user numbers. Next, we...
NasdaqGS:MZTI
NasdaqGS:MZTIFood

How Marzetti’s Q4 Earnings Preview and Revenue Focus Will Impact Marzetti (MZTI) Investors

The Marzetti Company recently announced it would release its fourth-quarter earnings before market hours on Tuesday, with analysts’ expectations centered on modest year-on-year revenue growth and adjusted earnings of US$2.23 per share. Investor attention is building because last quarter Marzetti exceeded analyst forecasts on revenue growth and EBITDA, even though gross margins came in below estimates. We’ll now examine how anticipation around Marzetti’s upcoming earnings and its focus on...
NYSE:COHR
NYSE:COHRElectronic

A Look At Coherent (COHR) Valuation After Analyst Optimism And Upcoming Earnings Focus

Coherent (COHR) is back in focus after a cluster of analyst reports highlighted its recent share performance against peers and the upcoming earnings update, with attention squarely on optical networking demand and margins. See our latest analysis for Coherent. The recent 1-day share price return of a 1.7% decline contrasts with a 90-day share price return of 64.86% and a 1-year total shareholder return of 142.49%. This points to strong momentum even as the market reassesses near term risks...
NYSE:BCC
NYSE:BCCTrade Distributors

Should Boise Cascade’s Engineered Wood Expansion Amid Cooling Housing Require Action From BCC Investors?

Boise Cascade recently reported quarterly results that came in modestly ahead of Wall Street expectations, citing steady repair-and-remodel demand and disciplined wood products pricing amid a cooling housing backdrop. Management highlighted ongoing investments in engineered wood capacity and distribution, signaling a focus on strengthening the business even as housing momentum slows. Next, we’ll explore how Boise Cascade’s emphasis on engineered wood capacity expansion influences its broader...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Assessing Moog (MOG.A) Valuation After Record Q1 Results And Raised Full Year Outlook

Moog (MOG.A) is back in focus after reporting record fiscal Q1 2026 results, with US$1.1b in sales, higher earnings per share, a larger backlog, and a raised full year outlook. See our latest analysis for Moog. Investors have reacted strongly to Moog's results and raised outlook, with the latest share price at US$305.35 and a 1 month share price return of 22.2%. The 1 year total shareholder return of 69.6% and 5 year total shareholder return of about 4x indicate momentum that has been...
NYSE:GRC
NYSE:GRCMachinery

Evaluating Gorman-Rupp (GRC) As Revenue Growth And Backlog Strength Drive Earnings Ahead Of Peers

Gorman-Rupp (GRC) is back on income investors’ radar after its board declared a quarterly cash dividend of $0.19 per share, payable on March 10, 2026, to shareholders of record on February 13. See our latest analysis for Gorman-Rupp. The dividend decision comes after a strong run in the shares, with a 30 day share price return of 13.19% and a 90 day gain of 22.01% pushing Gorman-Rupp to $54.49. Over the past year, total shareholder return of 47.59% and a 3 year total shareholder return of...
NYSE:RMD
NYSE:RMDMedical Equipment

Assessing ResMed (RMD) Valuation After Strong Fiscal Q2 Earnings Beat And AI Product Momentum

What ResMed’s latest quarter means for shareholders ResMed (RMD) has drawn fresh attention after fiscal second quarter results topped market expectations on both revenue and earnings, supported by demand for its sleep devices, digital tools, and new AI enabled products. See our latest analysis for ResMed. At a share price of $258.31, ResMed has seen a 30 day share price return of 5.51%, while its 1 year total shareholder return of 8.34% points to steadier, longer run compounding supported by...
NYSE:AOS
NYSE:AOSBuilding

A Look At A. O. Smith (AOS) Valuation After Record EPS And Margin Strength

A. O. Smith (AOS) drew investor attention after reporting fourth quarter and full year 2025 results that beat analyst expectations on earnings per share and adjusted EBITDA, even as sales stayed broadly flat and guidance softened. See our latest analysis for A. O. Smith. The upbeat reaction to A. O. Smith's earnings has been reflected in a 7.6% year to date share price return and a 12.8% 90 day share price return, while the 1 year total shareholder return of 11.9% points to steady but not...
NYSE:LEA
NYSE:LEAAuto Components

Does Lear’s Bullish Earnings ESP Ahead of Q4 Results Change The Bull Case For Lear (LEA)?

Lear Corporation is set to report its December 2025 quarter results on February 4, with analysts expecting lower earnings year over year on higher revenues and a positive Earnings ESP of 1.75% versus the Zacks Consensus Estimate. The gap between the Most Accurate Estimate and the broader consensus highlights a recent shift in analyst expectations that could influence how investors interpret Lear’s upcoming earnings quality. We’ll now explore how the bullish shift in earnings estimates shapes...
NYSE:WMK
NYSE:WMKConsumer Retailing

How Investors May Respond To Weis Markets (WMK) Declining ROCE And Mature Capital Deployment Profile

Recent coverage shows that Weis Markets’ return on capital employed (ROCE) has fallen over the past five years to about 7.2%, now trailing the wider Consumer Retailing industry average of roughly 12%. This downward ROCE trend, alongside largely unchanged capital employed, points to a mature business model that may offer fewer avenues for reinvesting capital at higher returns. We’ll now examine how this weaker ROCE profile shapes Weis Markets’ investment narrative and what it might mean for...
NYSE:USB
NYSE:USBBanks

A Look At U.S. Bancorp (USB) Valuation After Earnings Upgrades And Leadership Changes

U.S. Bancorp (USB) has drawn fresh attention after earnings estimate revisions, recent outperformance relative to its industry, and a cluster of leadership changes that include board succession and planned executive retirements. See our latest analysis for U.S. Bancorp. At a share price of US$56.11, U.S. Bancorp has seen momentum build over the past quarter, with a 90 day share price return of 20.85% and a 1 year total shareholder return of 25.00%, as investors react to earnings, buybacks and...
NYSE:ZBH
NYSE:ZBHMedical Equipment

How Zimmer Biomet’s AR-Enabled HipInsight System At Zimmer Biomet Holdings (ZBH) Has Changed Its Investment Story

Zimmer Biomet has recently drawn attention for its HipInsight™ System, which brings augmented reality into orthopedic surgery to provide surgeons with real-time visual guidance during hip replacement procedures. This focus on digitally integrated, robotic-assisted solutions positions the company at the center of a rapidly evolving hip replacement market shaped by demographic trends and technological innovation. With this context, we will now explore how Zimmer Biomet’s push into augmented...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

How Upgraded Guidance Amid Cyber Fallout At F5 (FFIV) Has Changed Its Investment Story

F5, Inc. recently reported first-quarter fiscal 2026 results showing revenue of US$822.47 million and higher earnings than a year earlier, and raised its full-year revenue growth guidance to a 5%–6% range. Management linked the stronger outlook to sustained demand for its application security and multicloud products, even as the company continues to manage the fallout from a previously disclosed nation-state cyber breach and related legal actions. We’ll now examine how the upgraded full-year...
NYSE:AIT
NYSE:AITTrade Distributors

Applied Industrial Technologies (AIT) Lifts Guidance and Dividend – Is Its M&A Strategy Reaching an Inflection Point?

Applied Industrial Technologies reported second-quarter 2026 results showing higher sales of US$1,163.02 million and modest earnings growth, while also raising full-year earnings and sales guidance. The company coupled this outlook upgrade with an 11% dividend increase and plans for more acquisitions in automation, fluid power, and flow control, highlighting a continued emphasis on engineered solutions. With the company eyeing more M&A to expand its engineered solutions footprint, we'll...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

A Look At Cincinnati Financial (CINF) Valuation As The Board Lifts Its Quarterly Dividend By 8%

Cincinnati Financial (CINF) has increased its regular quarterly cash dividend by 8% to $0.94 per share. The dividend is scheduled to be paid on April 15, 2026, to shareholders of record as of March 24. See our latest analysis for Cincinnati Financial. The dividend increase comes as Cincinnati Financial’s 1 year total shareholder return of 20.21% and 5 year total shareholder return of 107.68% outpace its recent 30 day share price return. This suggests that longer term momentum has been...
NYSE:URI
NYSE:URITrade Distributors

Is United Rentals' (URI) Bigger Buyback Signaling Capital Confidence Or Masking Margin Strains?

In late January 2026, United Rentals reported fourth-quarter and full-year 2025 results showing higher revenue but lower net income year over year, alongside a 10% increase in its quarterly dividend to US$1.97 per share and new full-year 2026 revenue guidance of US$16.8 billion to US$17.3 billion. At the same time, the company paired a new US$5 billion share repurchase authorization with ongoing margin pressures and earnings that fell short of analyst expectations, creating a mixed picture...
NYSE:SLG
NYSE:SLGOffice REITs

What SL Green Realty (SLG)'s 2025 Loss and Dividend Shift Means For Shareholders

SL Green Realty Corp. reported full-year 2025 results showing revenue of US$1.00 billion and sales of US$601.54 million, but moved from net income of US$30.65 million in 2024 to a net loss of US$230.93 million and shifted its ordinary dividend payments from monthly to quarterly starting in 2026. Despite the loss, the company closed 2.6 million square feet of Manhattan office leasing in 2025, lifted same-store occupancy to 93%, and outlined a US$7 billion refinancing and US$2.50 billion asset...
NYSE:FNB
NYSE:FNBBanks

The Bull Case For F.N.B (FNB) Could Change Following Strong Q4 Earnings And Capital Returns – Learn Why

F.N.B. Corporation recently reported fourth-quarter 2025 results showing higher net interest income and net income than a year earlier, while its Board declared a US$0.12 per-share quarterly common dividend payable on March 16, 2026, to shareholders of record on March 2, 2026. The company also completed a multi-year share repurchase effort, buying back 17,699,839 shares for US$214.08 million since 2019, highlighting a sustained focus on returning capital to shareholders. Against this...