U.S. Telecom Services and Carriers Stock News

NasdaqCM:ISPR
NasdaqCM:ISPRTobacco

Ispire Technology (ISPR) Loss Of US$6.6m In Q2 2026 Reinforces Bearish Narratives

Ispire Technology (NasdaqCM:ISPR) opened Q2 2026 with total revenue of about US$20.3 million and a basic EPS loss of US$0.12, alongside a net income loss of roughly US$6.6 million. This frames a clear focus on how efficiently that revenue is translating into earnings. The company has reported quarterly revenue between about US$20.1 million and US$41.8 million over the past six reported periods, while basic EPS has ranged from a loss of US$0.06 to a loss of US$0.26, giving investors a concrete...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

Ribbon Communications (RBBN) Is Down 25.2% After Swinging To 2025 Profit And Cutting 2026 Outlook – Has The Bull Case Changed?

Ribbon Communications Inc. recently reported its Q4 and full-year 2025 results, with Q4 revenue of US$227.32 million and net income of US$89.07 million, alongside issuing 2026 revenue guidance of US$160 million to US$170 million for Q1 and US$840 million to US$875 million for the full year. An interesting shift in 2025 was the move from a full-year net loss of US$54.24 million to net income of US$39.64 million, highlighting a materially improved bottom line despite relatively stable annual...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Assessing Fortinet (FTNT) Valuation After Mixed Short And Long Term Shareholder Returns

Setting the scene on Fortinet after recent performance Fortinet (FTNT) has caught investor attention after a mixed stretch in returns, with a 6.3% gain year to date but a 23.1% decline over the past year. That context frames how you might view its current fundamentals. See our latest analysis for Fortinet. Recent trading has been choppy, with a 4.85% 1 day share price return and a 4.47% 30 day share price return at a last close of $82.76. The 1 year total shareholder return of 23.1% contrasts...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Did Strong Comp Sales and Buybacks Just Shift Urban Outfitters' (URBN) Investment Narrative?

In recent updates, Urban Outfitters highlighted that comparable store sales at its existing locations have risen by an average of 4.6% over the past two years, and its sales outlook for the next 12 months points to more momentum than many apparel peers. An additional insight is that share repurchases over the past three years have helped annual earnings per share growth of 41.8% outpace the company’s revenue expansion, underscoring how capital allocation choices can amplify shareholder...
NYSE:CTVA
NYSE:CTVAChemicals

How Investors Are Reacting To Corteva (CTVA) Spinning Off Seeds After Bayer Deal And Record Cash Flow

Corteva, Inc. reported its fourth-quarter and full-year 2025 results in early February, with quarterly sales easing to US$3,910 million and a net loss of US$552 million, but full-year sales rising to US$17.40 billion and net income reaching US$1.09 billion. Alongside record free cash flow of US$2.90 billion, Corteva resolved long-running seed-licensing litigation with Bayer and reaffirmed its plan to spin off the seeds business around late 2026, reshaping its future as a pure-play crop...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB) Q4 Loss And Margin Compression Reinforce Bearish Profitability Narratives

Biogen FY 2025 earnings snapshot Biogen (BIIB) has wrapped up FY 2025 with Q4 revenue of US$2,279.4 million and a basic EPS loss of US$0.33, as the market weighs these numbers against already softening profitability. Over the past six quarters, revenue has moved from US$2,465.8 million in Q3 2024 to a peak of US$2,645.5 million in Q2 2025 before landing at US$2,279.4 million in Q4 2025. Quarterly EPS has ranged from US$2.67 in Q3 2024 up to US$4.33 in Q2 2025 before turning negative in the...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

Is Biocryst Pharmaceuticals (BCRX) Attractively Priced After Extended Share Price Weakness?

If you are trying to work out whether BioCryst Pharmaceuticals at around US$6.38 is priced attractively or not, it helps to first separate the recent share price moves from the underlying value story. The stock has been under pressure recently, with returns of a 3% decline over the last 7 days, a 13.8% decline over the last 30 days, a 14.9% decline year to date, and a 26.8% decline over the last year. The 3 year and 5 year returns sit at 38.1% and 33.3% declines respectively. Recent news...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Founder Wilson Challenges Lululemon Board As Shares Lag Analyst Targets

Dennis J. Wilson, founder of lululemon athletica, plans to nominate his own board slate for the company’s 2026 annual meeting. Wilson also intends to introduce a business proposal, signaling a push to regain influence over the company’s direction and governance. The move will involve filing a proxy statement ahead of the meeting, giving current shareholders a direct say on potential board changes. For investors watching NasdaqGS:LULU, this comes at a time when the share price is $172.85 and...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health Lawsuits Put Revenue Quality And Valuation Risks In Focus

Multiple law firms have filed class action lawsuits against Ardent Health (NYSE:ARDT) alleging false and misleading statements about accounts receivable, loss recognition, and professional liability reserves. The legal actions follow Ardent Health’s recent disclosure of a significant revenue decline and higher reserves, which have raised questions about its financial transparency and accounting practices. These lawsuits introduce added uncertainty for investors, with potential implications...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Leonardo DRS (DRS) Valuation Check After New Space Defense Infrared Payload Contract Win

Leonardo DRS (DRS) recently announced a contract to supply advanced infrared mission payloads for the U.S. Space Development Agency’s Tracking Layer Tranche 3, which is part of an expanded missile defense effort using space based sensing. See our latest analysis for Leonardo DRS. The contract news lands as Leonardo DRS trades at US$38.93, with a 1 day share price return of 4.45% contrasting with recent 7 day and 30 day share price returns of 5.19% and 5.03% declines. A 90 day share price...
NYSE:CUZ
NYSE:CUZOffice REITs

How Investors Are Reacting To Cousins Properties (CUZ) 2025 Results And 300 South Tryon Deal

Cousins Properties recently reported its full-year 2025 results, with revenue rising to US$993.82 million while net income eased to US$40.5 million, and separately acquired the fully leased 638,000-square-foot 300 South Tryon office tower in Charlotte for US$317.5 million. The combination of strong leasing momentum, continued positive cash rent roll-ups, and an immediately earnings-accretive trophy acquisition adds fresh detail to Cousins’ income and portfolio profile. We’ll now examine how...
NasdaqGS:DAKT
NasdaqGS:DAKTElectronic

Assessing Daktronics (DAKT) Valuation After New CEO And Board Transition Announcement

What the CEO and Board Changes Mean for Daktronics Stock Daktronics (DAKT) has just confirmed a leadership handoff that puts Ramesh Jayaraman in the President and CEO seat and on the board, while former leaders step into advisory and retirement roles. For you as a shareholder or potential investor, this kind of CEO transition is less about the ceremony and more about how decision making at the top might influence capital allocation, growth priorities, and risk tolerance over time. See our...
NYSE:RBRK
NYSE:RBRKSoftware

Is Rubrik’s (RBRK) New CRO and McLaren Deal Reframing Its Core Growth Narrative?

Rubrik, Inc. recently promoted Jesse Green, formerly President of Rubrik Americas, to Chief Revenue Officer, succeeding Brian McCarthy, while also deepening its profile through a multi-year technology partnership that makes it an Official Partner of McLaren Racing’s Formula 1 and IndyCar teams. The combination of an experienced go-to-market leader now overseeing global revenue and a high-profile motorsport partnership highlights how Rubrik is tying its data security and AI operations...
NYSE:APTV
NYSE:APTVAuto Components

Aptiv Spins Off Versigent To Refocus On Higher Margin Growth Platforms

Aptiv (NYSE:APTV) is spinning off its Electrical Distribution Systems business as a new company called Versigent. The separation completes Aptiv's shift toward a higher margin, growth focused portfolio. Versigent is launching with a new leadership team, while Aptiv pursues partnerships in robotics and related technologies. Aptiv, known for its advanced automotive and mobility technologies, is recasting its core business around higher growth and more diversified end markets. By carving out...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Is It Too Late To Consider NVIDIA (NVDA) After Its 42.8% One Year Return?

If you are wondering whether NVIDIA's share price still reflects good value or has already run too far, you are not alone. This article walks through what the current price might be telling you. NVIDIA recently closed at US$185.41, with a 3% decline over the last 7 days, a small 0.3% gain over 30 days, a 1.8% decline year to date, and a 42.8% return over the past year, while the 3 year return is around 7x and the 5 year return is very large. These moves are sitting against a backdrop of...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

A Look At Advanced Micro Devices (AMD) Valuation After Record Earnings And A 17% Post Results Selloff

Advanced Micro Devices (AMD) is back in focus after a sharp post earnings swing, with record quarterly revenue and profits, cautious Q1 2026 guidance, and heavy trading pressure that is testing investor conviction around its AI story. See our latest analysis for Advanced Micro Devices. That volatility has come on top of a choppy few months, with the 1 day share price return of 8.28% partially offsetting a 7 day share price return of 11.95% and a 90 day share price return of 14.57%, while a 1...
NYSE:HESM
NYSE:HESMOil and Gas

Should Hess Midstream’s Higher Payout and Office Shift Require Action From Hess Midstream (HESM) Investors?

Hess Midstream LP recently reported its fourth-quarter 2025 results, with revenue rising to US$404.2 million and net income reaching US$93.3 million, while also increasing its quarterly cash distribution to US$0.7641 per Class A share. Alongside these financial updates, the partnership adjusted its principal offices and legal registrations, signaling ongoing refinement of its corporate and operational footprint. With these solid quarterly figures and a higher cash distribution, we’ll now...
NYSEAM:PRK
NYSEAM:PRKBanks

Park National Merger And Board Moves Put Tennessee Growth In Focus

Park National Corporation (NYSEAM:PRK) has completed its merger with First Citizens Bancshares. Former First Citizens CEO Jeffrey D. Agee has joined Park National's Board of Directors. Agee will also lead Park National's newly formed Tennessee Region following the merger. For you as an investor, this merger brings Park National's community banking model into a new geography, adding the Tennessee Region alongside its existing footprint. NYSEAM:PRK is focused on traditional banking services,...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Five Below (FIVE) Is Up 5.7% After Leadership Refresh And Strategy Shift Toward Value Moms And Kids

Earlier this week, Bank of America double-upgraded Five Below, pointing to improving operations under a refreshed leadership team and a renewed focus on children and Millennial moms, alongside ongoing store expansion. Beyond the analyst move, Five Below’s decision to stretch beyond its traditional US$5 price point while still courting value-conscious families marks a meaningful evolution of its long-standing discount model. With Five Below’s shares rising over the past week, we’ll examine...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Will WeRide's (WRD) 1,200-Vehicle Uber Robotaxi Rollout Reshape Its Autonomous Mobility Narrative

WeRide and Uber announced a major expansion of their partnership to deploy at least 1,200 Robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027, building on existing driverless operations in the region. An interesting angle is that the Abu Dhabi Robotaxi service is already averaging dozens of daily trips per vehicle and is on track for breakeven unit economics, suggesting a maturing commercial model for autonomous mobility in the Middle East. We’ll now examine how this expanded 1,200-vehicle...