U.S. Telecom Services and Carriers Stock News

NasdaqGS:OFIX
NasdaqGS:OFIXMedical Equipment

Orthofix Medical (OFIX) Loss Narrows Sharply In Q4 Challenging Bearish Earnings Narrative

Orthofix Medical (OFIX) has just posted its FY 2025 fourth quarter scorecard, reporting revenue of US$219.9 million and a basic EPS loss of US$0.06. Trailing 12 month revenue stands at US$822.3 million against a net loss of US$92.2 million. Over the past few quarters, the company has reported revenue increasing from US$193.6 million in Q1 2025 to US$219.9 million in Q4 2025, while basic EPS losses narrowed from US$1.35 to US$0.06. This outlines an earnings story that remains marked by...
NYSE:HLX
NYSE:HLXEnergy Services

Helix Energy Solutions (HLX) One Off US$18.1m Loss Tests Bullish Margin Narratives

Helix Energy Solutions Group (HLX) has wrapped up FY 2025 with fourth quarter revenue of US$334.2 million and basic EPS of US$0.06, alongside net income of US$8.3 million. On a trailing twelve month basis the company generated US$1.3 billion of revenue and EPS of US$0.21 from net income of US$30.8 million. Over the last few quarters the business has seen revenue move between US$278.1 million and US$377.0 million, with quarterly EPS ranging from a small loss of about US$0.02 to a recent high...
NYSE:AFG
NYSE:AFGInsurance

What American Financial Group (AFG)'s Raised Guidance and Capital Returns Strategy Means For Shareholders

In recent days, American Financial Group reported quarterly results, raised its guidance, and highlighted continued strength in specialty commercial underwriting and pricing. The company also underscored its commitment to disciplined capital returns, combining regular and special dividends with selective share repurchases that appeal to income-focused investors. Next, we’ll examine how AFG’s raised guidance and continued capital returns influence its existing investment narrative and...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

A Look At SkyWater Technology’s Valuation As Christine Dunbar Joins To Drive Growth And Customer Expansion

Why Christine Dunbar’s appointment matters for SkyWater Technology (SKYT) SkyWater Technology (SKYT) has brought in Christine Dunbar as senior vice president of sales and solutions engineering, with a clear brief to accelerate customer acquisition and scale growth across its core semiconductor platforms. For you as an investor, this kind of senior hire is less about the job title and more about the track record and mandate that come with it. Dunbar’s nearly 30 years in advanced development...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool Reshapes Balance Sheet And Portfolio With Equity Raise And EMEA Exit

Whirlpool (NYSE:WHR) has announced an $800 million equity offering aimed at reducing its debt load. The company is planning an exit from its EMEA operations, which have been loss making, and will form a new entity with Arçelik. These moves come after recent debt downgrades and mark a significant shift in Whirlpool's capital structure and business footprint. For investors watching Whirlpool at a share price of $71.67, this is a key moment to reassess the company’s risk and opportunity mix...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco AI Factories And Automation Push Shape Long Term Investor Story

Cisco Systems (NasdaqGS:CSCO) has launched Australia's first Cisco Secure AI Factory with SharonAI and NVIDIA, creating a local, sovereign AI infrastructure option for Australian enterprises. The company has also set up a new Centre of Excellence with Tata Consultancy Services in India to accelerate autonomous enterprise operations and large scale automation. Both initiatives focus on secure, scalable AI and automation platforms that can support digital transformation and data sovereignty...
NYSE:HOMB
NYSE:HOMBBanks

Assessing Home Bancshares (HOMB) Valuation As Long Term Returns Contrast With Recent Softer Trading

Recent performance snapshot With no single headline event setting the tone, Home Bancshares (HOMB) has been trading around $28.28, with recent returns mixed across different time frames for investors tracking shorter and longer holding periods. See our latest analysis for Home Bancshares (Conway AR). Recent trading has been soft, with a 7 day share price return of a 3.94% decline and a year to date share price return of 1.33%, while the 3 year total shareholder return of 28.20% points to a...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Is It Too Late To Consider Alphabet (GOOGL) After Its Strong 1 Year Share Price Run?

For investors wondering whether Alphabet shares still offer value after a strong recent run, or whether they might be arriving late, this article focuses on what the current price could mean for long term investors. The stock recently closed at US$310.90, with a 2.9% gain over the last 7 days, a 5.2% decline over 30 days, a 1.3% decline year to date, a 77.9% return over 1 year and a very large return over 3 years. These moves sit against a steady flow of ongoing news coverage around...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Blowout 2025 Profit and New Drug Momentum Might Change The Case For Investing In Vertex (VRTX)

Vertex Pharmaceuticals reported past full-year 2025 results with revenue rising to US$12.00 billion from US$11.02 billion and net income improving to US$3.95 billion from a US$535.60 million loss, driving basic earnings per share from a US$2.08 loss to US$15.46 in profit. Alongside these results, the company issued 2026 revenue guidance of US$12.95 billion to US$13.10 billion, highlighting confidence in its cystic fibrosis portfolio and emerging contributions from new products such as...
NYSE:AWK
NYSE:AWKWater Utilities

A Look At American Water Works (AWK) Valuation As Steady Returns Meet Richer P/E Multiples

Why American Water Works Company Is On Investor Radars Today American Water Works Company (AWK) is drawing fresh attention as investors weigh its recent share performance alongside current financial metrics, including revenue of US$5.14b and net income of US$1.11b. See our latest analysis for American Water Works Company. The recent 1 month share price return of 3.37% and 90 day share price return of 3.26% suggest a gentle pickup in momentum around American Water Works Company, while the 1...
NasdaqGS:TILE
NasdaqGS:TILECommercial Services

Interface (TILE) Margin Improvement Challenges Slower Earnings Growth Narrative

Interface (TILE) closed out FY 2025 with Q4 revenue of US$349.4 million and basic EPS of US$0.42, while trailing twelve month EPS reached US$1.99 on revenue of about US$1.4 billion, setting a clear earnings and sales backdrop for investors. Over the past few quarters, the company has seen revenue move from US$335.0 million in Q4 2024 to US$375.5 million in Q2 2025 and then to US$349.4 million in Q4 2025, with basic EPS ranging from US$0.22 in Q1 2025 to US$0.79 in Q3 2025, giving a view of...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge (INNV) Expands PACE Footprint and Revenue Growth Is Its Elder Care Strategy Taking Shape?

Recently, InnovAge Holding Corp. reported about 14.7% revenue growth as it broadened its medical and ancillary services for seniors and continued opening new PACE centers across several states. While analysts remain cautious on valuation and ratings, InnovAge’s expanding PACE footprint underscores how it is positioning itself within the growing elder care market. Next, we’ll examine how InnovAge’s accelerating revenue growth and expanding PACE center network may influence its existing...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle Lawsuits Put AI Data Center Spending And OpenAI Ties Under Review

Oracle (NYSE:ORCL) is facing multiple securities fraud class action lawsuits focused on its AI infrastructure strategy and related disclosures. Recent complaints challenge Oracle's statements on capital spending, dependence on OpenAI, and funding setbacks tied to large data center projects. The litigation highlights investor concerns around financial risk, debt levels, and the timing and viability of Oracle's planned AI capacity build out. For investors watching NYSE:ORCL, the legal...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Board Diversity Shift Raises New Governance And Talent Questions

Goldman Sachs Group (NYSE:GS) has removed formal diversity, equity, and inclusion criteria from its board selection process. The change aligns the bank with peers such as JPMorgan, Wells Fargo, and Morgan Stanley, which have also revised board diversity language. The move affects how Goldman frames director recruitment and could influence investor views on its governance priorities. For investors watching NYSE:GS, this governance shift lands at a time when the stock trades at $902.27, with...
NasdaqGM:BLZE
NasdaqGM:BLZEIT

Backblaze (BLZE) EPS Loss Narrows In Q4 FY 2025 Yet Profitability Concerns Persist

Backblaze FY 2025 Earnings Snapshot Backblaze (BLZE) has closed out FY 2025 with Q4 revenue of US$37.8 million and a basic EPS loss of US$0.09, while the trailing twelve months show revenue of US$145.8 million and a basic EPS loss of US$0.46, keeping the focus squarely on the path toward profitability. The company has seen quarterly revenue move from US$32.6 million in Q3 FY 2024 to US$37.8 million in Q4 FY 2025, with basic EPS losses narrowing from US$0.29 to US$0.09 over the same span as...
NYSE:KD
NYSE:KDIT

Why Kyndryl Holdings (KD) Is Down 14.3% After Disclosing Internal Control Issues And Executive Departures

In February 2026, Kyndryl Holdings disclosed material weaknesses in its internal controls over financial reporting, delayed its quarterly filing, saw the departure of senior executives including its CFO and General Counsel, and became the subject of SEC scrutiny alongside a wave of securities class action lawsuits. These governance and reporting concerns now sit alongside Kyndryl’s push into agentic AI, cybersecurity, and mission-critical services, creating a complex mix of operational...
NYSE:KWR
NYSE:KWRChemicals

Quaker Chemical (KWR) Q4 EPS Recovery Tests Bullish Margin Expansion Narrative

Quaker Chemical (KWR) closed out FY 2025 with Q4 revenue of US$468.5 million and basic EPS of US$1.20, alongside net income of US$20.8 million. Over the last few quarters, the company has seen revenue move from US$444.1 million and EPS of US$0.80 in Q4 2024 to a high of US$493.8 million and EPS of US$1.75 in Q3 2025, before landing at the latest Q4 figures. Trailing twelve month EPS sat at a slight loss of US$0.14 on revenue of about US$1.9 billion. For investors, this set of results puts the...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Assessing Amazon (AMZN) Valuation After Recent Share Price Swings

Context for Amazon.com (AMZN) after recent share performance Amazon.com (AMZN) has drawn attention after recent share price swings, with the stock up over the past week but showing declines over the month and the past 3 months. This has prompted renewed interest in how its fundamentals compare with its recent market performance. See our latest analysis for Amazon.com. Looking beyond the recent pullback, Amazon.com’s 1-day share price return of 1.6% and 7-day share price return of 3.68%...
NYSE:TMO
NYSE:TMOLife Sciences

Assessing Thermo Fisher Scientific (TMO) Valuation After Recent Share Price Pullback

Thermo Fisher Scientific (TMO) is back in focus after recent trading left the shares about 18% lower over the past month and roughly 13% lower over the past 3 months. This has prompted closer attention from investors. See our latest analysis for Thermo Fisher Scientific. At a share price of US$515.60, Thermo Fisher Scientific’s recent 30 day share price return of a 17.63% decline and 90 day share price return of a 13.09% decline contrast with a 5 year total shareholder return of 13.05%. This...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom AI Data Center And 6G Moves Tested Against Valuation

Broadcom launched next generation Tomahawk 6 powered data center switches, using 3nm chips, to support high bandwidth AI and cloud workloads. Edgecore Networks introduced new 102.4T switches built on Tomahawk 6 to target hyperscale AI and machine learning clusters. Broadcom also unveiled its BroadPeak radio digital front end, aimed at future 5G Advanced and 6G wireless infrastructure. For investors watching NasdaqGS:AVGO, these product announcements arrive with the stock trading around...
NYSE:INVX
NYSE:INVXEnergy Services

Innovex International (INVX) Margin Compression To 8.5% Challenges Bullish Profitability Narratives

Innovex International (INVX) just posted its FY 2025 numbers, with Q4 revenue of US$273.6 million and basic EPS of US$0.20. This sets the tone for a year where trailing twelve month revenue reached US$978.3 million and EPS came in at US$1.21, as earnings growth over the last 12 months turned negative compared to earlier periods. The company has seen revenue move from US$660.8 million and EPS of US$2.82 on a trailing basis in FY 2024 to the latest trailing figures. These now sit alongside a...
NYSE:BBBY
NYSE:BBBYSpecialty Retail

Bed Bath & Beyond Losses Narrow To US$84.6 Million Challenging Longstanding Bearish Narratives

Bed Bath & Beyond (BBBY) has reported FY 2025 fourth quarter revenue of US$273.4 million with a basic EPS loss of US$0.30, alongside trailing twelve month revenue of US$1.0 billion and a basic EPS loss of US$1.41. The company has seen quarterly revenue move from US$303.2 million in Q4 2024 to US$231.7 million in Q1 2025, US$282.3 million in Q2, US$257.2 million in Q3 and US$273.4 million in Q4, while quarterly basic EPS losses ranged from US$1.66 a share in Q4 2024 to US$0.74, US$0.34,...
NYSE:COP
NYSE:COPOil and Gas

The Bull Case For ConocoPhillips (COP) Could Change Following Potential US$2 Billion Permian Asset Sale

In February 2026, reports indicated that ConocoPhillips was exploring the sale of certain Delaware Basin assets in the Permian, potentially raising about US$2.00 billion as part of a broader effort to streamline its portfolio after recent acquisitions. The potential divestment forms a meaningful portion of the company’s increased US$5.00 billion asset-sale goal by 2026, highlighting an emphasis on portfolio high-grading and capital discipline. Next, we’ll examine how this potential US$2.00...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Xometry (XMTR) Narrowing Losses In Q4 2025 Tests Bullish Profitability Narrative

Xometry (XMTR) has wrapped up FY 2025 with Q4 revenue of US$192.4 million and a basic EPS loss of US$0.17, alongside net income excluding extra items of a US$8.6 million loss. The company has seen revenue move from US$148.5 million in Q4 2024 to US$192.4 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$0.20 to a loss of US$0.17. This sets up a results season in which investors will focus squarely on how quickly margins can tighten toward profitability. See our full...