U.S. Telecom Services and Carriers Stock News

NYSE:LZB
NYSE:LZBConsumer Durables

How La-Z-Boy’s Softer EPS and Modest Growth in Q3 Results At La-Z-Boy (LZB) Has Changed Its Investment Story

La-Z-Boy reported its third-quarter results after the market close on February 17, 2026, following earlier guidance that highlighted modest year-on-year revenue growth expectations and a projected earnings per share decline. Analysts had reconfirmed largely unchanged estimates into the release, underscoring how even a small shift in revenue or margins could challenge assumptions about La-Z-Boy’s earnings power. With earnings now out and analysts previously flagging softer EPS alongside...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Should J&J’s Talc Verdict and Mounting Lawsuits Prompt Reassessment From Johnson & Johnson (JNJ) Investors?

In February 2026, a Philadelphia jury found Johnson & Johnson liable for its talc-based baby powder contributing to a woman’s ovarian cancer death, awarding US$50,000 in compensatory and US$200,000 in punitive damages amid more than 70,000 similar lawsuits pending nationwide. This verdict, alongside recent scientific findings strengthening the evidence of a link between genital talc use and ovarian cancer, intensifies Johnson & Johnson’s legal and reputational risk at a time when it has...
NYSE:CW
NYSE:CWAerospace & Defense

Does Strong 2026 Guidance, C-17 Win and Buybacks Change The Bull Case For Curtiss-Wright (CW)?

Curtiss-Wright recently reported past fourth-quarter 2025 revenue of US$946.98 million and net income of US$137 million, issued 2026 guidance calling for higher sales and earnings, confirmed its quarterly US$0.24 dividend, and completed a multi-year buyback program that retired 17.46% of its shares. The company also announced that Boeing selected it to supply mission computer technology for the C-17 modernization program under a contract valued at more than US$400 million over its life,...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

A Look At Cimpress (CMPR) Valuation After Recent Share Price Pullback And Higher Analyst Fair Value Estimate

Cimpress (CMPR) has been drawing investor attention after recent share price moves, with the stock down around 7% over the past month but showing a positive return in the past 3 months. See our latest analysis for Cimpress. At a share price of $74.27, Cimpress has seen a 6.86% 1 month share price decline after a 13.11% 3 month share price return. The 1 year total shareholder return of 37.92% and 3 year total shareholder return of 96.22% point to momentum that has built over a longer...
NYSE:TDY
NYSE:TDYElectronic

Assessing Teledyne Technologies (TDY) Valuation As Space And Defense Contracts Support Fresh Growth Momentum

Teledyne Technologies (TDY) has just put fresh space and defense work into motion by starting production of infrared Focal Plane Modules for the Space Development Agency’s Tracking Layer Tranche 3 satellite program. See our latest analysis for Teledyne Technologies. Those contract wins and product launches come as Teledyne Technologies’ share price sits at US$660.29, with a 30 day share price return of 13.51% and a 90 day share price return of 30.97%, alongside a 1 year total shareholder...
NYSE:EGP
NYSE:EGPIndustrial REITs

A Look At EastGroup Properties (EGP) Valuation After Strong 2025 Results And Fresh 2026 Guidance

EastGroup Properties (EGP) shares moved after the company released fourth quarter and full year 2025 results, along with fresh 2026 guidance, giving investors updated visibility on earnings, revenue and per share performance. See our latest analysis for EastGroup Properties. The latest results and 2026 guidance have arrived after a steady run in the share price, with a 6.00% 90 day share price return and a 57.35% five year total shareholder return suggesting momentum has been building over...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Assessing Steel Dynamics (STLD) Valuation After Q4 Headwinds And Strong Buy Growth Expectations

Steel Dynamics (STLD) is back in focus after Q4 results showed the impact of lower steel prices and softer demand, even as the stock outpaced the broader market over the past year. See our latest analysis for Steel Dynamics. The share price pullback of 3.9% over the past day and 5.5% over the past week comes after a strong run, with a 30 day share price return of 10.4% and a 1 year total shareholder return of 43.2%. This suggests recent momentum is now cooling after a robust longer term...
NYSE:EHC
NYSE:EHCHealthcare

Assessing Encompass Health (EHC) Valuation After Recent Share Price Volatility

Why Encompass Health is on investors’ radar today Encompass Health (EHC) shares have drawn attention after recent trading moves, with the stock closing at $110.14 and showing mixed short term and past 3 months return patterns. See our latest analysis for Encompass Health. Recent trading has been choppy, with a 1 day share price return of a 1.71% decline but a 30 day share price return of 9.59%, while the 5 year total shareholder return of 83.86% points to stronger gains over a longer...
NYSE:PHIN
NYSE:PHINAuto Components

A Look At PHINIA (PHIN) Valuation After Strong Results And Upgraded 2026 Outlook

PHINIA (PHIN) just posted its fourth quarter and full year 2025 results, along with fresh 2026 guidance, giving investors new data on revenue, profitability and management’s expectations for the business. See our latest analysis for PHINIA. PHINIA’s recent earnings and 2026 outlook have arrived alongside strong momentum, with a 44.18% 3 month share price return and a 49.58% 1 year total shareholder return suggesting improving sentiment around its prospects and risks. If this update has you...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

A Look At OneSpaWorld Holdings (OSW) Valuation After Recent S&P Index Additions

Index additions put OneSpaWorld Holdings (OSW) on more investor radars OneSpaWorld Holdings (NasdaqCM:OSW) has just been added to the S&P 1000, S&P Composite 1500, S&P 600, and S&P 600 Consumer Discretionary indices, a shift that can influence fund flows and visibility. See our latest analysis for OneSpaWorld Holdings. OSW’s recent index inclusions come on top of a period of stronger share price momentum, with a 30-day share price return of 15.11% and a three year total shareholder return of...
NYSE:BRX
NYSE:BRXRetail REITs

How Strong 2025 Results and Softer 2026 Outlook At Brixmor Property Group (BRX) Has Changed Its Investment Story

Brixmor Property Group Inc. recently reported fourth-quarter 2025 revenue of US$353.75 million and net income of US$137.13 million, alongside a full-year net income of US$386.23 million, a US$4.39 million real estate impairment charge, and a maintained quarterly dividend of US$0.3075 per share. At the same time, Brixmor issued 2026 net income guidance of US$299 million to US$312 million, signaling a more measured earnings outlook after a stronger 2025. We’ll now examine how Brixmor’s strong...
NasdaqGS:HCSG
NasdaqGS:HCSGCommercial Services

Why Healthcare Services Group (HCSG) Is Up 13.9% After Launching a New $75 Million Buyback Program

In February 2026, Healthcare Services Group, Inc. reported stronger fourth‑quarter and full‑year 2025 results, outlined plans for mid‑single‑digit revenue growth in 2026, completed a prior US$77.14 million buyback, and authorized a new 12‑month program to repurchase up to 10,000,000 shares for US$75 million while pursuing acquisitions. The combination of higher earnings, a leaner balance sheet, and ongoing share repurchases suggests management is actively using capital to support both...
NYSE:REXR
NYSE:REXRIndustrial REITs

How Investors Are Reacting To Rexford Industrial Realty (REXR) Earnings Dip, Dividend Hike And New Buyback

Rexford Industrial Realty has reported its 2025 results, with revenue rising to US$1,003.13 million while net income and earnings per share fell, alongside announcing higher common and preferred dividends, new 2026 earnings guidance and a fresh US$500 million share repurchase program. This combination of weaker profitability but continued capital returns and buybacks highlights management’s confidence in cash generation despite near-term earnings pressure. With that backdrop, we’ll now...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) Valuation Check After Weak Share Momentum And Iodine Software Acquisition

Waystar Holding (WAY) has caught investor attention after a stretch of weaker share performance, with the stock showing negative moves over the past week, month and past 3 months despite positive annual revenue and net income figures. See our latest analysis for Waystar Holding. At a latest share price of US$22.41, Waystar Holding’s recent momentum has been weak. The 30 day share price return of 25.97% and the 1 year total shareholder return of 50.58% are in decline, hinting at cooler...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

How Investors May Respond To Veracyte (VCYT) Strong Q4 Pricing Mix And UBS Rating Reaffirmation

In recent days, UBS reaffirmed its positive rating on Veracyte after the company’s fourth-quarter testing revenue came in ahead of expectations, largely due to higher average selling prices and prior-period collections rather than test volume growth. UBS also highlighted that Veracyte’s 2026 testing revenue outlook and maintained adjusted EBITDA margin target do not yet fully reflect possible contributions from upcoming products, suggesting further potential upside if these initiatives gain...
NYSE:STE
NYSE:STEMedical Equipment

A Look At STERIS (STE) Valuation After Solid Q3 Results And Reaffirmed Guidance

STERIS (STE) shares are back in focus after third quarter results topped revenue expectations, matched profit forecasts, and were accompanied by reaffirmed full year guidance, giving investors fresh information on the company’s operating momentum. See our latest analysis for STERIS. At a share price of $248.35, STERIS has a 1-day share price return of 1.69% and a softer 30-day share price return of a 7.56% decline. Its 1-year total shareholder return of 14.36% and 5-year total shareholder...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

A Look At FirstSun Capital Bancorp (FSUN) Valuation After Zacks Rank Upgrade And Earnings Estimate Revision

FirstSun Capital Bancorp (FSUN) has quickly come onto investors’ radar after being added to the Zacks Rank #1 List, following a 9.8% increase in the consensus estimate for current year earnings. See our latest analysis for FirstSun Capital Bancorp. The recent Zacks Rank upgrade arrives after a strong 27.2% 90 day share price return, even though the 1 year total shareholder return is still down 8.9%. This suggests momentum has picked up recently from a weaker longer term picture. If this move...
NYSE:ADC
NYSE:ADCRetail REITs

A Look At Agree Realty (ADC) Valuation After Raised 2026 Investment Guidance And Dividend Increase

Agree Realty (ADC) shares are reacting to fresh guidance after the company lifted its 2026 investment outlook following record 2025 deployment, higher adjusted funds from operations per share, and an increased annual dividend. See our latest analysis for Agree Realty. The updated guidance comes alongside steady share price gains, with a 1-day share price return of 1.96%, a 30-day share price return of 6.68%, and a year-to-date share price return of 8.26%. Over the longer term, total...
NYSE:CL
NYSE:CLHousehold Products

How Investors Are Reacting To Colgate-Palmolive (CL) Earnings Beat And 63-Year Dividend Growth Streak

In recent weeks, Colgate-Palmolive reported fiscal fourth quarter results that exceeded analyst expectations on both revenue and adjusted earnings per share, while continuing its 63-year streak of annual dividend increases with a US$0.52 per-share payment on February 13, 2026. This combination of an earnings beat, consistent dividend growth, and increased attention from institutional investors and Wall Street analysts highlights how Colgate-Palmolive’s steady consumer brands profile is...
NasdaqGS:VFS
NasdaqGS:VFSAuto

A Look At VinFast Auto (NasdaqGS:VFS) Valuation As Kinshasa EV Taxi MOU Expands Its Global Footprint

VinFast Auto (NasdaqGS:VFS) has signed a Memorandum of Understanding with Exposure SARL to potentially supply electric vehicles for green taxi services in Kinshasa, Democratic Republic of the Congo, signaling a new African market opportunity. See our latest analysis for VinFast Auto. The Kinshasa taxi MOU comes shortly after VinFast reported January EV deliveries of 16,172 units, a 55% increase year on year, and issued 2026 delivery guidance. However, the share price return has been weak,...
NYSE:XYL
NYSE:XYLMachinery

A Look At Xylem (XYL) Valuation After Strong Results And Cautious 2026 Guidance

Xylem (XYL) is back in focus after earnings and guidance, as the company paired higher full year 2025 revenue and profit with cautious 2026 growth expectations and a completed Evoqua integration. See our latest analysis for Xylem. Despite solid 2025 results and a higher dividend, investor caution around Xylem’s modest 2026 revenue guidance and pullback in China has weighed on sentiment. The 30 day share price return shows a 12.35% decline and the year to date share price return shows a 6.58%...
NYSE:FTV
NYSE:FTVMachinery

A Look At Fortive (FTV) Valuation After Q4 Revenue Beat And Automation Growth Momentum

Fortive (FTV) is back in focus after fourth quarter results topped Wall Street revenue expectations. Management pointed to new product launches, targeted commercial spending, and cost discipline as key supports for the recent stock move. See our latest analysis for Fortive. At a share price of US$56.90, Fortive has seen a 12.94% 90 day share price return and a modest 3.53% 30 day share price return. The 1 year total shareholder return of a 5.87% decline suggests recent momentum has picked up...
NYSE:SJM
NYSE:SJMFood

Did Smucker’s New Centralized Leadership Structure Quietly Recast Its Long‑Term Strategy (SJM)?

Earlier this month, The J.M. Smucker Co. reshaped its leadership structure by expanding responsibilities for several senior executives, eliminating the Chief Operating Officer role, and initiating searches for new technology and operations leaders to support its long-term growth plans. The consolidation of oversight under CEO Mark Smucker, along with a new Chief Marketing Officer and enhanced roles spanning product supply, sales, and AI-focused technology, signals a tighter alignment between...
NYSE:AMR
NYSE:AMRMetals and Mining

Assessing Alpha Metallurgical Resources (AMR) Valuation After New 2026 Coal Commitments And Ongoing Buybacks

Alpha Metallurgical Resources (AMR) recently secured commitments to supply about 3.6 million tons of metallurgical coal to domestic buyers for 2026, while reiterating its focus on buybacks and liquidity, a combination many investors monitor closely. See our latest analysis for Alpha Metallurgical Resources. Those new 2026 coal commitments follow a choppy period for the stock, with a 30 day share price return of a 23% decline and a 7 day move of an 8.8% decline, even as the 90 day share price...