U.S. Telecom Services and Carriers Stock News

NYSE:GME
NYSE:GMESpecialty Retail

GameStop (GME) Valuation Check As Acquisition Talk And Insider Buying Shift Market Expectations

Investor attention on GameStop (GME) has picked up after CEO Ryan Cohen talked about potential large acquisitions to reshape the company into a conglomerate, along with fresh insider buying that signals internal confidence. See our latest analysis for GameStop. At around $24.10 per share, GameStop’s recent moves have come after a 16.88% year to date share price return and a 6.97% 90 day share price return. The 3 year total shareholder return of 34.05% contrasts with a slightly negative 1 year...
NYSE:XOM
NYSE:XOMOil and Gas

Is Exxon Mobil (XOM) Still Attractively Priced After Its Strong Multi Year Share Price Run?

If you are wondering whether Exxon Mobil's share price already reflects its strengths, or if there is still value available, this article will focus on what the numbers indicate about its current valuation. The stock recently closed at US$148.54, with returns of a 1.6% decline over the last 7 days, 8.6% over 30 days, 21.1% year to date, 39.5% over 1 year and 47.7% over 3 years, plus a very large 5 year return that is a bit more than 2x. Recent news coverage has centered on Exxon Mobil's...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex (TFX) Discontinued Losses Challenge Bullish Earnings Growth Narrative

Teleflex (TFX) has just posted its FY 2025 fourth quarter numbers, with revenue of US$569 million and a basic EPS loss of US$0.08, while trailing twelve month revenue sits at US$2.0 billion and EPS at US$1.31. Over recent quarters, revenue has ranged from US$569 million to US$913 million, with quarterly basic EPS swinging between a loss of US$9.24 and a profit of US$2.77. This underscores how headline earnings have been heavily affected by discontinued operations and one off items. With...
NYSE:TSM
NYSE:TSMSemiconductor

Taiwan Semiconductor Puts Global Tech Supply Chains Under Geopolitical Scrutiny

A new risk assessment highlights material U.S. tech supply chain exposure to potential geopolitical disruption in Taiwan. The report focuses on Taiwan Semiconductor Manufacturing (NYSE:TSM) and its role as a key provider of advanced chips to global customers. Analysts warn that any interruption to exports from Taiwan could affect a wide range of U.S. and global technology hardware and services. For investors watching Taiwan Semiconductor Manufacturing at a share price of $376.81, the...
NYSE:XHR
NYSE:XHRHotel and Resort REITs

A Look At Xenia Hotels & Resorts (XHR) Valuation After Earnings Beat Dividend Hike And Buybacks

Xenia Hotels & Resorts (XHR) shares have been in focus after the company reported fourth quarter and full year 2025 results that topped earnings expectations, issued 2026 guidance, raised its dividend, and completed additional share repurchases. See our latest analysis for Xenia Hotels & Resorts. The stock has picked up momentum recently, with a 1 day share price return of 3.77% and a 90 day share price return of 14.23%, supported by earnings outperformance, higher 2026 guidance, dividend...
NYSE:TDS
NYSE:TDSWireless Telecom

A Look At Telephone And Data Systems (TDS) Valuation After Profitability Turnaround And Wireless Sale

Telephone and Data Systems (TDS) is back in focus after reporting fourth quarter and full year 2025 results that moved from a loss to profitability, alongside continued buybacks and a reshaped business mix. See our latest analysis for Telephone and Data Systems. The earnings and dividend news comes after a strong run, with an 11.08% 90 day share price return and a very large 3 year total shareholder return. However, shorter term momentum has cooled slightly, with a 7 day share price decline...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Is Starbucks (SBUX) Pricing Look Stretched After Recent 1-Year Share Price Decline?

If you are wondering whether Starbucks at around US$98 a share is a bargain, fully priced, or something in between, looking closely at how the market is valuing the business is a useful place to start. Over the short term, the stock has returned 0.6% over 7 days and 3.1% over 30 days, while year to date it is up 16.8% but still shows a 13.0% decline over 1 year. This can change how investors think about both potential growth and risk. Recent headlines have focused on Starbucks as a large...
NYSE:TT
NYSE:TTBuilding

How Investors May Respond To Trane Technologies (TT) Acquiring Stellar To Deepen Data Center Cooling Capabilities

On February 18, 2026, Trane Technologies announced it had completed its acquisition of Stellar Energy Americas, expanding its data center cooling and thermal management capabilities while continuing efforts to cut embodied carbon in its HVAC systems and transition toward net‑zero steel by 2050. This combination of data center-focused growth and lifecycle decarbonization initiatives highlights how Trane is tying long-term customer relationships to lower-emission, service-rich HVAC...
NYSE:WAB
NYSE:WABMachinery

Is It Too Late To Consider Wabtec (WAB) After Its Strong Multi‑Year Rally?

If you are wondering whether Westinghouse Air Brake Technologies at around US$263.41 is priced for perfection or still offers value, this article is designed to help you frame that question clearly. The stock has recent returns of 0.6% over 7 days, 13.7% over 30 days, 21.8% year to date, 46.1% over 1 year and 273.9% over 5 years, which naturally raises questions about growth potential and how risk is being priced in now. Recent news coverage around Westinghouse Air Brake Technologies has...
NYSE:TAL
NYSE:TALConsumer Services

Is TAL Education Group (TAL) Mispriced After Years Of Share Price Weakness?

If you are wondering whether TAL Education Group's share price still reflects its true value, you are not alone, especially given how different its past performance looks over various time frames. The stock last closed at US$10.89, with returns of 0.2% decline over 7 days, 2.3% over 30 days, a 5.2% decline year to date, a 17.9% decline over 1 year and 37.8% over 3 years, compared with a much larger 85.5% decline over 5 years. These mixed returns sit against a backdrop of ongoing regulatory...
NYSE:FLS
NYSE:FLSMachinery

What Flowserve (FLS)'s Dividend Hike and Analyst Upgrades Mean For Shareholders

Earlier this month, Flowserve Corporation’s Board of Directors approved a quarterly cash dividend of US$0.22 per share, a 5% increase on the prior payout, payable on April 10, 2026 to shareholders of record as of March 27, 2026. This higher dividend, alongside recent upward analyst earnings revisions and recognition for strong momentum characteristics, highlights growing confidence in Flowserve’s operational and market positioning. Next, we’ll examine how the recent dividend increase and...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

A Look At Plains All American Pipeline’s (PAA) Valuation After Its Q4 2025 Earnings Miss And Cost-Saving Pivot

Plains All American Pipeline (PAA) moved back into focus after its fiscal Q4 2025 earnings missed Wall Street expectations, even as management highlighted a shift toward pure play crude operations and a US$100 million cost saving plan. See our latest analysis for Plains All American Pipeline. The latest earnings miss comes against a backdrop of solid recent momentum, with a 30 day share price return of 5.47% and a 90 day return of 18.44%. The 5 year total shareholder return of 212.40% points...
NYSE:EGP
NYSE:EGPIndustrial REITs

Assessing EastGroup Properties (EGP) Valuation After New Leases And Tampa Development Kickoff

Event overview EastGroup Properties (EGP) recently reported leases on about 166,000 square feet of development space, including a 100,000 square foot expansion for an existing tenant, and began construction on a 156,000 square foot project in Tampa. See our latest analysis for EastGroup Properties. Those new leases and the Tampa project come as EastGroup Properties’ share price sits at about $194.93, with recent momentum reflected in a 9.17% 1 month share price return and a 12.06% 1 year...
NYSE:CIEN
NYSE:CIENCommunications

Ciena’s New AI Optics Engine And What Lofty Valuation Implies

Ciena (NYSE:CIEN) has introduced the Vesta 200 6.4T CPX optical engine. The product targets high density, low power needs for AI networking and data centers. The launch follows Ciena's acquisition of Nubis Communications. Ciena operates in optical networking and connectivity solutions, supplying equipment and technology that sit at the core of data and cloud traffic. With AI models and cloud applications demanding more bandwidth and lower latency, interest is building around hardware that...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB) Valuation Check After Strong Q4 Growth And New AI And International Expansion Plans

Airbnb (ABNB) is back in focus after reporting Q4 results, including 12% revenue growth, 16% Gross Booking Value growth, and record free cash flow of US$4.6b, alongside expanding international ambitions. See our latest analysis for Airbnb. The Q4 update lands after a strong run in the share price, with a 90 day share price return of 17.08% and a 1 year total shareholder return of a 1.78% decline, suggesting recent momentum has not yet translated into longer term gains. If Airbnb’s recent move...
NYSE:DG
NYSE:DGConsumer Retailing

Should DG’s Store Expansion And Fresh-Food Push Reshape How Dollar General (DG) Investors View Its Turnaround?

In recent weeks, Dollar General reported third-quarter 2025 results showing 4.6% net sales growth and 2.5% same-store sales growth, alongside plans for roughly 4,885 real estate projects, including 575 new U.S. stores and up to 15 in Mexico, while moving ahead with a DG Market opening near Muncie, Indiana after resolving a legal dispute. These developments, together with increased attention from institutional real estate investors and positive analyst commentary on operational initiatives,...
NYSE:MKC
NYSE:MKCFood

Is McCormick’s (MKC) Reformulation Push Quietly Reshaping Its Long‑Term Competitive Moat?

Earlier this month, McCormick & Company filed an omnibus shelf registration covering common stock, non-voting common stock, and debt securities, while its CEO reported a surge in customer requests to reformulate products by removing artificial ingredients, cutting salt, and adding new flavor concepts. By moving earlier into customers’ product development cycles and focusing reformulation on emerging consumer preferences, McCormick is positioning its flavor expertise as a core ingredient in...
NYSE:AESI
NYSE:AESIEnergy Services

Atlas Energy Solutions (AESI) Deepens Shift Into Power-as-a-Service Amid 2025 Losses – What Really Matters?

Atlas Energy Solutions has reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$249.43 million and a net loss of US$22.24 million, and full-year revenue of US$1.10 billion alongside a net loss of US$50.30 million, reversing the prior year’s profitability. Alongside these results, the company highlighted record Dune Express conveyor volumes and a rapid build-out of its behind-the-meter power business, including a 240 MW equipment order and plans to deploy over 500 MW...
NYSE:HLF
NYSE:HLFPersonal Products

Herbalife Debt Refinance Puts Financial Flexibility And Growth Narrative In Focus

Herbalife (NYSE:HLF) has launched a major refinancing of its senior secured debt, targeting a large portion of its existing obligations. The company is pairing this move with an update on product driven performance, highlighting strong momentum in markets such as India. Management is also emphasizing continued investment in its distributor network alongside ongoing product development. Herbalife comes into this refinancing with its shares at $19.28 and a mixed return profile. The stock is...
NYSE:DX
NYSE:DXMortgage REITs

A Look At Dynex Capital’s (DX) Valuation Following The Recent CFO Transition

Dynex Capital (DX) is back in focus after the company named Michael Sartori as its new Chief Financial Officer, replacing Robert Colligan, with management stressing the handover is orderly and unrelated to financial reporting or controls. See our latest analysis for Dynex Capital. Against this CFO transition, Dynex Capital’s recent 1 year total shareholder return of 17.77% contrasts with a softer 30 day share price return of a 4.82% decline, hinting that momentum has cooled after stronger...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Global PAYO Margin Drop To 7% Tests Bullish Earnings Growth Narrative

Payoneer Global FY 2025 Earnings Snapshot Payoneer Global (PAYO) has capped FY 2025 with fourth quarter total revenue of US$274.7 million and basic EPS of US$0.05, while trailing twelve month revenue sits at about US$1.1 billion alongside basic EPS of roughly US$0.20. Over recent periods, the company has seen quarterly revenue move from US$261.7 million in Q4 2024 to US$274.7 million in Q4 2025, with basic EPS shifting between US$0.05 and US$0.06 over the FY 2025 quarters. With trailing net...
NYSE:HESM
NYSE:HESMOil and Gas

Assessing Hess Midstream (HESM) Valuation After New Shelf Registration And Recent Share Price Momentum

Hess Midstream (HESM) has filed an omnibus shelf registration for Class A common shares and preferred stock, a material step that gives the partnership flexibility to raise capital and could influence investor views on dilution. See our latest analysis for Hess Midstream. At a share price of US$38.61, Hess Midstream’s recent 1-month share price return of about 8% and 90-day share price return of roughly 15% suggest momentum has been building. The 5-year total shareholder return of around 150%...
NYSE:ANET
NYSE:ANETCommunications

Reassessing Arista Networks (ANET) After Strong Multi Year Gains And Recent Pullback

If you are wondering whether Arista Networks' current share price gives you good value or not, it helps to separate the story from the numbers and look at what the market is actually pricing in. The stock recently closed at US$130.25, with returns of 42.2% over 1 year, a very large gain over 5 years, and more recent pullbacks of 5.1% over 7 days, 11.2% over 30 days, and 2.5% year to date that may be shifting how investors think about risk and reward. Recent coverage has continued to...
NYSE:KBH
NYSE:KBHConsumer Durables

KB Home Community Openings Test Growth Story And Valuation Case

KB Home (NYSE:KBH) recently opened multiple new residential communities across the U.S. New launches include the Equinox community in Ontario, California, and the Ventana gated townhome community in Pico Rivera, California. The company also opened the Park Forest neighborhood in Marysville, Washington, and Sweetgrass Village in Crosby, Texas. KB Home, a major U.S. homebuilder, focuses on building new residential communities for a range of buyers. These latest openings span Southern...