U.S. Telecom Services and Carriers Stock News

Earlier this week, Northwest Natural Holding Company announced two fixed-rate, callable mortgage bond offerings totaling US$200,000,000, including 5.90% notes due 2055 and 5.13% notes due 2036. Together with an upcoming transition in the General Counsel role, these long-dated bond issues highlight how Northwest Natural is reshaping its funding mix and governance bench for the long term. Next, we’ll examine how this US$200,000,000 long-term debt raise could influence Northwest Natural...

Cognex (CGNX) grabbed attention after Goldman Sachs issued a rare double upgrade, shifting its rating straight from Sell to Buy and sending the stock up about 5% in afternoon trading. See our latest analysis for Cognex. The 5.83% 1 day share price return to $36.83 stands out against a still cautious backdrop, with the 90 day share price return of minus 16.45% and 5 year total shareholder return of minus 52.82% suggesting sentiment may only just be turning. If Cognex’s move has you rethinking...

In 2025, Power Solutions International drew fresh attention as it rode AI-driven demand for data center power systems while facing scrutiny over its accounting practices. Despite these concerns, the company’s strong balance sheet and high insider ownership, alongside new equity awards to director Hong He, have sharpened investor focus on its longer-term AI-related growth potential. Next, we’ll examine how these accounting questions alongside AI-fueled demand for data center power systems...

Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan. This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors. We’ll now examine how...

Murphy Oil (MUR) has been quietly grinding higher over the past few months, and that recent strength has some investors revisiting the stock as a longer term energy play. See our latest analysis for Murphy Oil. Over the past year Murphy’s 12.25% total shareholder return has been driven by a strong 90 day share price return of 16.01%. This suggests momentum is building again even after the latest pullback. If Murphy’s recent run has caught your attention, this could be a good moment to see...

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...

Ingram Micro Holding (INGM) just picked up two major 2025 AWS Partner Awards, including Global Distributor Partner of the Year, putting a fresh spotlight on how its cloud ecosystem clout might influence its future growth. See our latest analysis for Ingram Micro Holding. Despite a recent downgrade driven dip, Ingram Micro Holding's $21.84 share price sits on a solid footing, with a 9.42 percent 1 month share price return and 5.91 percent 1 year total shareholder return suggesting momentum is...

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...

Jefferies Downgrade Nudges Investors to Reassess ACV Auctions Jefferies just moved ACV Auctions (ACVA) from Buy to Hold, a shift that cools the tone around the stock even as broader analyst sentiment stays positive on the company’s long term potential. See our latest analysis for ACV Auctions. The Jefferies downgrade comes after a volatile stretch for ACV Auctions, with a 30 day share price return of 28.21 percent but a steep year to date share price decline of 61.8 percent, suggesting...

AAR (AIR) has quietly rewarded patient investors, with the stock up about 32% this year and nearly 80% over the past 3 years, as earnings and revenue growth continue to outpace many industrial peers. See our latest analysis for AAR. With the share price now around $81.49 and a solid 90 day share price return of 9 percent, momentum still looks constructive, echoing the company’s strong multi year total shareholder returns. If AAR’s run has you thinking about where else to allocate capital in...

General Electric (GE) has been in the spotlight after GE Vernova unveiled a new fuel cell initiative aimed at powering AI data centers, alongside steady enthusiasm for GE Aerospace’s recurring engine service revenue. See our latest analysis for General Electric. Despite a brief pullback, with a recent 1 day share price return of minus 0.75 percent to 298.73 dollars, General Electric’s roughly 77 percent year to date share price return and powerful 3 year total shareholder return above 500...

Weyerhaeuser (WY) just gave investors a fresh storyline by pairing its ambitious 2030 growth plan with a new Aymium partnership to supply sustainable biocarbon for metals production, a diversification play tightly linked to global decarbonization trends. See our latest analysis for Weyerhaeuser. Even with all this strategic activity, Weyerhaeuser’s share price at $23.28 reflects a tough stretch, with a year to date share price return of negative 16.8 percent and a one year total shareholder...

Navient (NAVI) has quietly drifted higher, with the stock up around 5% over the past week and 8% over the past month, even though its 1 year return remains negative. See our latest analysis for Navient. The recent 1 month share price return of just over 8 percent looks more like a short term sentiment reset than a full trend change. This is especially the case with the 1 year total shareholder return still in negative territory despite a strong 5 year total shareholder return. If Navient’s...

UDR (UDR) has quietly slipped about 17 % over the past year, even as its revenue and net income kept growing. That disconnect between fundamentals and share performance is what makes the stock interesting now. See our latest analysis for UDR. UDR’s 1 year share price return of about negative 17% contrasts with its positive 3 year and 5 year total shareholder returns, suggesting long term momentum has cooled as investors reassess interest rate and real estate risks. If UDR’s mixed momentum has...

Teladoc Health (TDOC) just filed a new shelf registration to potentially issue about 1.8 million shares, or roughly $13.6 million of common stock, tied to its employee stock ownership plan. See our latest analysis for Teladoc Health. The new ESOP related shelf filing lands as Teladoc’s 1 month share price return of 7.08% contrasts with a much weaker year to date share price return and a steep multi year total shareholder return decline, suggesting any positive momentum is still fragile. If...

IRADIMED (IRMD) has quietly turned into a strong long term winner, with the stock up about 86% over the past year and roughly 3.5x over five years, outpacing many healthcare peers. See our latest analysis for IRADIMED. That momentum is not just a blip. IRADIMED’s 30 day share price return of about 15 percent and 90 day gain near 37 percent sit on top of an impressive multi year total shareholder return profile. If IRADIMED’s run has you rethinking your healthcare exposure, it might be worth...

Winnebago Industries recently announced that its three premium RV brands, Winnebago, Newmar and Grand Design, secured multiple 2026 model-year awards from leading industry publications, including Innovation of the Year for Grand Design’s Lineage shower system and a Top RV Debut honor for Newmar’s Freedom Aire. These accolades spotlight how Winnebago is using differentiated features, such as the Lineage shower system and Freedom Aire, to reinforce product quality and enhance its appeal across...

Earlier this month, Graphic Packaging Holding Company announced that long-time CEO and President Michael P. Doss will step down on December 31, 2025, with seasoned consumer and packaging executive Robbert E. Rietbroek set to take over as CEO and join the Board on January 1, 2026. Rietbroek’s background spans more than 25 years across major global consumer brands, a large paper-based manufacturing operation, and a recent high-profile merger in sustainable bottled water, giving him an...

Victory Capital Holdings (VCTR) is quietly extending its global reach by adding three new UCITS funds through its partnership with Amundi, a move that deepens its international toolkit for institutional and retail clients. See our latest analysis for Victory Capital Holdings. That push into more global products comes as Victory Capital’s share price, now around $64.21, has been drifting slightly lower in recent months, even though the 1 year total shareholder return of 3.94 percent and...

Matson (MATX) jumped after its latest earnings beat, with revenue coming in about 5% above expectations and profits topping forecasts as both Ocean Transportation and Logistics held up despite tariff and Transpacific softness. See our latest analysis for Matson. The earnings surprise has helped the share price claw back some ground, with a 15.6% 1 month share price return and a strong 112.1% 3 year total shareholder return signaling that longer term momentum is still intact even after this...

Amer Sports (NYSE:AS) just put its Salomon brand in the spotlight, with global chief brand officer Scott Mellin set to depart in April 2026 and Finnish designer Heikki Salonen reportedly in the mix to reshape creative direction. See our latest analysis for Amer Sports. The leadership reshuffle at Salomon comes as Amer Sports trades around $38.9 a share, with a powerful 30 day share price return of 28.09 percent and year to date momentum supporting a 1 year total shareholder return of 35.35...

Merus (MRUS) has quietly turned into one of the stronger biotech performers this year, with the stock up more than 120% year to date as investors reprice its antibody pipeline potential. See our latest analysis for Merus. That kind of rerating has not come out of nowhere, with Merus enjoying a powerful 90 day share price return of 42.16% and a standout three year total shareholder return of 597.77%. This suggests momentum is still firmly building around its pipeline story. If Merus has caught...

Tuya (TUYA) just logged its fiscal Q3 2025 results, delivering a ninth straight quarter of year over year revenue growth, and that consistency is exactly why big brokers are staying constructive on the stock. See our latest analysis for Tuya. The steady demand story is starting to show up in the tape too, with a year to date share price return of 25.86 percent and a three year total shareholder return of 36.48 percent suggesting momentum is gradually rebuilding around the 2.19 dollar...