U.S. Telecom Services and Carriers Stock News

NYSE:CB
NYSE:CBInsurance

Assessing Chubb (CB) Valuation After Strong Q4 2025 Beat And 33rd Straight Dividend Increase

Chubb (CB) is back in focus after reporting fourth quarter 2025 results that beat analyst earnings expectations and proposing a higher quarterly dividend for the 33rd consecutive year, along with record investment income. See our latest analysis for Chubb. Those earnings and dividend announcements come after a strong run in the shares, with a 30 day share price return of 12.25% and a 1 year total shareholder return of 20.98%, building on a 5 year total shareholder return of 114.49%. If...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial Reshapes Mortgage Platform With Servicer Deal And New Funding

Ellington Financial (NYSE:EFC) is acquiring a residential mortgage servicer as part of a move toward greater vertical integration. The company is expanding its investment portfolio beyond its existing holdings in mortgage and consumer credit assets. Ellington Financial has issued unsecured notes and completed multiple securitizations as part of a broader capital structure update. Ellington Financial, a specialty finance company listed on the NYSE under the ticker EFC, focuses on...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Is It Time To Reassess Gilead Sciences (GILD) After Its Strong Multi Year Share Price Run

If you are wondering whether Gilead Sciences is priced attractively today, this article walks through what the current share price might imply about its underlying value. With the stock at US$148.95, recent returns range from a 1.6% decline over the last 7 days to gains of 6.6% over 30 days, 22.5% year to date, 33.9% over 1 year, 104.2% over 3 years, and 179.3% over 5 years. This naturally raises questions about what is already reflected in the price. Recent headlines around Gilead Sciences...
NYSE:KSS
NYSE:KSSMultiline Retail

Does Kohl's (KSS) Steady Dividend Signal Real Turnaround Momentum Or Just Financial Engineering?

Kohl’s Board of Directors recently declared a regular quarterly dividend of US$0.125 per share, payable on April 1, 2026, to shareholders of record as of March 18, 2026. This routine payout comes as Kohl’s turnaround story, activist interest, and real estate optionality have pushed its business prospects back into the spotlight. Next, we’ll examine how this dividend affirmation, alongside perceived turnaround momentum, may influence Kohl’s existing investment narrative. The best AI stocks...
NYSE:FBIN
NYSE:FBINBuilding

Ed Garden Challenges Fortune Brands Leadership And Capital Allocation Direction

Investor Ed Garden is pressing for leadership changes at Fortune Brands Innovations, challenging the incoming CEO and urging a refreshed board. The campaign focuses on new director nominees and opposition to the planned management transition at NYSE:FBIN. This push introduces fresh questions around the company’s future direction and governance priorities. For you as an investor, the headline is that a high profile shareholder is openly contesting how Fortune Brands Innovations is being run...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Millicom (NasdaqGS:TIGO) One Off Gain Drives 22.6% Net Margin And Tests Earnings Narratives

Millicom International Cellular (NasdaqGS:TIGO) closed FY 2025 with fourth quarter revenue of US$1.7b and basic EPS of US$1.51, alongside net income from ongoing operations of US$252m. The company reported quarterly revenue of US$1.43b in Q4 2024, US$1.37b in Q1 2025, US$1.37b in Q2, US$1.42b in Q3 and US$1.65b in Q4 2025. Over the same period, basic EPS ranged from US$0.20 to US$4.05. This set of results highlights the role of richer margins and a sizeable one off gain in shaping how...
NYSE:TSN
NYSE:TSNFood

Tyson Foods (TSN) Valuation Check After Recent Share Price Momentum

With no single headline event driving attention today, Tyson Foods (TSN) is on some investors’ radar after a recent share price move, short term gains and modest longer term total returns. See our latest analysis for Tyson Foods. The recent 2.17% 1 day share price return, alongside an 11.97% year to date share price return and a 9.70% 1 year total shareholder return, points to building momentum rather than a short lived bounce. If Tyson Foods has you rethinking where growth and income might...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Assessing Bausch + Lomb (BLCO) Valuation After Strong Q4 Growth And Vision 27 Margin Progress

Bausch + Lomb (BLCO) is back in focus after reporting record Q4 2025 revenue and adjusted EBITDA growth, supported by pharmaceuticals, premium intraocular lenses, contact lenses, and the Vision 27 margin improvement program. See our latest analysis for Bausch + Lomb. The record Q4 figures, guidance for 2026 revenue in the US$5.375b to US$5.475b range and fresh clinical attention on products like LUMIFY sit against a share price of US$18.30, with a 30 day share price return of 9.19% and a 1...
NasdaqGS:SLDE
NasdaqGS:SLDEInsurance

Assessing Slide Insurance Holdings (SLDE) Valuation After Recent Share Price Momentum

With no specific headline event driving Slide Insurance Holdings (SLDE) today, recent trading and fundamentals provide more of the story. The stock last closed at $19.00, with mixed short term returns. See our latest analysis for Slide Insurance Holdings. The recent 7 day share price return of 12.6% and 30 day share price return of 18.9%, on top of a positive 90 day share price move, point to building momentum despite a softer 1 day pullback. If this kind of move has you looking beyond a...
NYSE:PSA
NYSE:PSASpecialized REITs

Is It Time To Reassess Public Storage (PSA) After Recent Share Price Strength

If you are wondering whether Public Storage is fairly priced at around US$307 a share, you are not alone; many investors are trying to work out what they are actually paying for here. The stock has recently posted returns of 0.7% over 7 days, 12.1% over 30 days, 18.8% year to date, 5.4% over 1 year, 13.9% over 3 years, and 61.9% over 5 years, which is prompting fresh questions about both growth potential and risk. Recent coverage has focused on Public Storage as a major US self storage REIT,...
NYSE:POR
NYSE:PORElectric Utilities

Assessing Portland General Electric (POR) Valuation After Equity Raises And PacifiCorp Acquisition News

Portland General Electric (POR) has quickly moved into the spotlight after completing follow-on equity offerings of about US$480 million and agreeing to buy PacifiCorp utility assets in Washington state, which are linked to growing generative AI power demand. See our latest analysis for Portland General Electric. Alongside the follow on equity offerings and PacifiCorp acquisition plans, Portland General Electric’s share price has been firm, with an 8.1% 1 month share price return and 11.4%...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

A Look At Cogent Biosciences (COGT) Valuation After A Strong One Year Shareholder Return

Stock performance snapshot and business context Cogent Biosciences (COGT) has recently seen mixed share performance, with a 1.5% decline over the past day, a 4.0% gain over the past week, a 1.3% rise over the past month, and a 3.4% decline over the past 3 months. Year to date, the stock is up 11.8%, and the reported 1 year total return is 415.9%, with a 3 year total return of 187.9% and a 5 year total return of 389.9%. The company is a clinical stage biotechnology business focused on...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM (SLM) Is Down 17.1% After Inflation Data Spurs Cost Jitters Has The Bull Case Changed?

SLM Corporation recently saw its shares react sharply after a stronger-than-expected US Producer Price Index report highlighted rising wholesale inflation pressures, intensifying investor focus on inflation risks for financial firms. This move comes after an earlier sharp drop linked to concerns over higher expenses and earnings revisions, underscoring how sensitive SLM’s valuation is to shifts in cost expectations and macroeconomic data. We’ll now examine how heightened inflation worries...
NYSE:VNT
NYSE:VNTElectronic

How Investors Are Reacting To Vontier (VNT) Pairing Driivz EV Deal With New Innovation Chief

Earlier this month, Vontier Corporation’s Driivz subsidiary announced a partnership with XLR8 America to manage and optimize over 5,000 EV charging sites on its hardware-agnostic software platform, while Vontier also declared a regular quarterly cash dividend of US$0.025 per share payable on March 26, 2026. Vontier further reinforced its focus on innovation and digital growth by appointing Rasha Hasaneen as Chief Innovation and Growth Officer to lead enterprise innovation, AI strategy and...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool (WHR) Is Down 19.0% After Dilutive Recapitalization and Appaloosa Rebuke - Has The Bull Case Changed?

In late February 2026, Whirlpool completed roughly US$475 million of follow-on common equity issuance and about US$1.58 billion of preferred and depositary share offerings to repay debt and fund corporate initiatives, triggering sharp criticism from major shareholder Appaloosa over dilution and capital allocation. Appaloosa’s public rebuke of Whirlpool’s board and management, including calls to invite potential partners or buyers, injects governance and control questions directly into the...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

A Look At Shoals Technologies Group (SHLS) Valuation After Record Results And New AI Data Center Partnership

Shoals Technologies Group (SHLS) is back in focus after reporting record quarterly revenue and backlog, issuing 2026 guidance, and announcing an ON.energy partnership targeting power systems for AI data centers and battery storage. See our latest analysis for Shoals Technologies Group. Despite record revenue and a large backlog, Shoals’ recent earnings miss and new guidance coincided with a sharp reset in sentiment. A 7 day share price return of a 44.1% decline and a 1 year total shareholder...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Is It Time To Revisit USA Rare Earth (USAR) After Its Recent Share Price Swings

If you are trying to figure out whether USA Rare Earth is attractively priced or already baking in a lot of optimism, you are in the right place. The stock last closed at US$18.90, with returns of 9.7% over the past week, a 14.4% decline over the last 30 days, and gains of 33.6% year to date and 69.8% over the past year. That performance will catch the eye of anyone tracking shifts in risk and reward. Recent attention on USA Rare Earth has focused on its role in rare earth supply chains and...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Revenue Record Expands Beverage Platform And Raises Valuation Questions

Celsius Holdings (NasdaqCM:CELH) reported record full year revenue in 2025. Results were driven by the acquisitions and integration of Alani Nu and Rockstar Energy. The company further integrated into the PepsiCo system and expanded internationally. Celsius launched a new brand studio and a Fizz Free product line during 2025. Celsius Holdings operates in the energy drink category, a segment that continues to attract strong consumer attention as shoppers look for functional beverages and...
NasdaqGS:FBNC
NasdaqGS:FBNCBanks

Does First Bancorp (FBNC)’s Liquidity Playbook Clarify or Complicate Its Profitability Story?

In its recently filed 2025 10-K, First Bancorp outlined past actions to strengthen liquidity and capital, including reinvesting in higher-yielding securities and maintaining a diversified deposit base, while reporting a 14.4% increase in shareholders’ equity and a CET1 ratio of 14.10%. The filing also underscored a business mix shift toward more variable-rate loans and relatively weak revenue growth and net interest margin versus peers, sharpening investor focus on how the bank manages...
NYSE:UBER
NYSE:UBERTransportation

Is Uber Technologies (UBER) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Uber Technologies is priced attractively right now, you are not alone. A closer look at its current valuation can help you decide how it fits into your portfolio. Uber shares last closed at US$75.42, with returns of 2.1% over the past 7 days, a 5.5% decline over 30 days, a 9.0% decline year to date, a 0.8% decline over 1 year, a 118.2% gain over 3 years and a 35.8% gain over 5 years. Recent headlines around Uber have continued to focus on its role as a major...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Sharplink Hires Digital Asset Journalist To Refine Ethereum Investment Narrative

Sharplink (NasdaqCM:SBET) has appointed digital assets specialist Steven Ehrlich as Head of Research and Communications. Ehrlich brings experience from prior roles at Forbes and Unchained, where he focused on digital asset journalism and research. The appointment marks a change in Sharplink’s leadership team aimed at strengthening its research and communication function. For investors, this move sits at the intersection of media, data, and digital assets, an area that continues to attract...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Clover Health (CLOV) Q4 Loss Worsening Challenges Bullish Path To Profitability Narratives

Clover Health Investments FY 2025 Earnings Snapshot Clover Health Investments (CLOV) has wrapped up FY 2025 with Q4 revenue of US$487.7 million and a basic EPS loss of US$0.10, alongside a trailing 12 month revenue figure of about US$1.9 billion and a basic EPS loss of US$0.17 that keeps the company in loss making territory. Over the past few quarters, the company has seen quarterly revenue move from US$462.3 million in Q1 2025 to US$496.7 million in Q3 2025 before ending the year at US$487.7...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk (ADSK) Margin Compression Challenges Bullish Earnings Growth Narrative After FY 2026 Results

Autodesk (ADSK) has wrapped up FY 2026 with Q4 revenue of US$1.96b and basic EPS of US$1.49, alongside trailing twelve month revenue of US$7.21b and EPS of US$5.28, setting a clear reference point for how the business is currently performing. Over recent periods, the company has seen revenue move from US$6.13b on a trailing basis in FY 2025 to US$7.21b in FY 2026, while trailing EPS shifted from US$5.17 to US$5.28. This gives investors a clearer view of how top line scale and per share...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Is Grab Holdings (GRAB) Pricing Looked At Differently After Recent Share Price Weakness

If you are wondering whether Grab Holdings is attractively priced at its current level, this article will walk through what the latest data suggests about its valuation. The stock most recently closed at US$4.22, with returns of 3.7% decline over 7 days, 6.8% decline over 30 days, 16.9% decline year to date, 13.0% decline over 1 year, 28.7% over 3 years and 63.4% decline over 5 years, which may prompt questions about how the market is reassessing its potential and risks. Recent coverage...