U.S. Telecom Services and Carriers Stock News

Comfort Systems USA reported record-breaking second-quarter results in July 2025, with revenue surpassing US$2.17 billion and net income reaching US$230.85 million, both up significantly from a year earlier; the company also announced a US$0.05 per share increase in its quarterly dividend and continued its share repurchase program. A record project backlog of US$8.1 billion and a sharp rise in profit margins highlight growing demand for complex projects, enhanced execution, and management’s...

On July 30, 2025, SiteOne Landscape Supply reported higher sales and net income for the second quarter and first half of the year, updated its full-year sales guidance, and provided details on a completed share repurchase program. The company's continued focus on organic and acquisition-driven growth, coupled with active capital return measures, highlights its multi-faceted approach to enhancing shareholder value. Given the newly issued full-year guidance for modest sales gains, we'll assess...

Littelfuse, Inc. recently announced it will pay a US$0.75 per share cash dividend to shareholders of record as of August 21, 2025, and provided third-quarter earnings guidance with expected net sales between US$610 million and US$630 million. These announcements highlight management's confidence in the company’s ongoing performance and signal a focus on rewarding shareholders while anticipating stronger sales ahead. We'll examine how Littelfuse's raised sales outlook could influence its...

Vertiv Holdings Co recently raised its full-year 2025 earnings guidance and reported strong second-quarter results, including revenue of US$2.64 billion and net income of US$324.2 million, both significantly higher than the prior year. This momentum is supported by a new Outperform analyst rating, underscoring the company's strengthened position within the rapidly expanding AI-driven data center market. We'll examine how Vertiv's raised annual guidance and robust earnings update influence...

In recent days, Volcon, Inc. underwent a comprehensive transformation by rebranding to Empery Digital, Inc., appointing new executives and board members with deep digital asset and finance experience, initiating a private placement, and expanding its equity buyback program to US$100 million through mid-2027. This marks the company's entry into a bitcoin treasury strategy, signaling a significant pivot toward digital asset management and positioning itself at the intersection of traditional...

In July 2025, Elevance Health reported a rise in quarterly revenue to US$49.78 billion but saw net income and earnings per share decrease compared to the previous year, and the board announced the addition of Steve Collis, former Cencora CEO, to strengthen financial oversight. This combination of leadership change and a revised earnings forecast highlights the company's proactive response to elevated medical costs and evolving healthcare utilization patterns. We'll explore how Elevance...

In July 2025, Raytheon, an RTX business, launched the MTS-A HD, a new multispectral targeting system offering advanced imaging and targeting capabilities for maritime helicopter missions, with rapid integration potential and strong international customer interest. The MTS-A HD rollout highlights RTX’s ongoing focus on next-generation defense innovation and collaborative industry partnerships to accelerate production and reduce costs. We'll examine how the launch of this advanced naval...

Wingstop Inc. recently reported its second quarter 2025 results, with revenue rising to US$174.33 million and earnings per share from continuing operations growing to US$0.96, while also announcing a quarterly dividend increase to US$0.30 per share. This combination of higher revenue, stable earnings, and a dividend boost was accompanied by management reiterating full-year guidance for approximately 1% domestic same-store sales growth. We'll examine how Wingstop's dividend increase...

In July 2025, T-Mobile US reported second quarter revenue of US$21.13 billion and net income of US$3.22 billion, as well as a new multi-year exclusive agreement with Charter and Comcast to provide wireless connectivity to business customers through an MVNO partnership set to launch in 2026. This partnership positions T-Mobile as the primary network provider for two of the largest cable companies’ business mobile services, potentially strengthening its presence in the enterprise...

In July 2025, Humana reported second quarter results showing increased revenues to US$32.39 billion while lowering its full-year 2025 GAAP EPS guidance to approximately US$13.77, down from its previous outlook of US$14.68. Despite boosting revenue and executing on share buybacks, Humana saw quarterly net income and earnings per share decrease, pointing to potential profit challenges amid changing guidance. We'll now explore how Humana's reduced earnings outlook impacts its investment case...

If you’re keeping an eye on NVIDIA, you’re not alone. Investors everywhere are asking whether it’s too late to jump in, time to cash out, or smart to simply hold on. With AI dominating headlines and NVIDIA at the center of the semiconductor world, the stock has been anything but quiet lately. Over the past three months alone, NVIDIA shares have soared more than 60%, outpacing both the US market and its own industry peers. One-year returns top 53%, an eye-popping figure that reflects a...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Intapp fair value estimate is US$41.27 With US$40.91 share...

BARK, Inc.'s (NYSE:BARK) value has fallen 12% in the last week, but insiders who sold US$916k worth of stock over the...

Kanzhun Limited's ( NASDAQ:BZ ) price-to-earnings (or "P/E") ratio of 34.9x might make it look like a strong sell right...

NeoGenomics, Inc. ( NASDAQ:NEO ) shareholders won't be pleased to see that the share price has had a very rough month...

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Let's talk about the popular Best Buy Co., Inc. ( NYSE:BBY ). The company's shares received a lot of attention from a...

Webull (BULL) recently announced a standby equity purchase agreement with Yorkville, allowing the issuance of up to $1 billion in shares, which may have added weight to the company's positive price move of 26% over the last month. This agreement could enhance Webull's capital structure and liquidity, a factor likely aligning with broader market trends, where optimism around corporate earnings has been prevalent despite some volatility. The S&P 500 and Nasdaq exhibited moderate gains recently,...

MINISO Group Holding (MNSO) experienced a notable share price movement of 11%, widely attributed to the attention surrounding its recent operational developments. Last week, the company's positive trajectory might have been influenced by broader market dynamics, which included rising optimism tied to corporate earnings and stable economic indicators. While major indices, such as the S&P 500, showed marginal gains with investors eyeing Federal Reserve announcements and tech earnings, MINISO's...

Oklo (OKLO) experienced a remarkable 199% increase in its total shareholder returns over the last quarter, coinciding with several noteworthy developments. The company's strategic alliance with Liberty Energy and collaboration with Vertiv have reinforced its commitment to providing advanced nuclear power solutions across high-demand sectors such as data centers. Additionally, the completion of the NRC pre-application assessment marked a significant milestone for its Aurora powerhouses. The...

Howmet Aerospace (HWM) announced on July 29, 2025, a preferred dividend declaration of 94 cents and an increase in the common stock dividend to 12 cents, which are key developments in the recent quarter. Over the last quarter, the company's share price increased by 37%, a substantial move potentially bolstered by strong first-quarter earnings and the completion of notable share buybacks. While these moves add positive weight to the price performance, index removals from Russell indices would...

Toast (TOST) recently integrated Adentro into its Partner Ecosystem, enhancing digital marketing capabilities for restaurants. This integration, announced on July 29, empowers restaurants to directly link advertising efforts to menu item purchases, potentially boosting marketing efficiency. Over the last quarter, the company's stock rose 36%, surging along with substantial market trends that saw major indices like the S&P 500 experience record highs amid optimism over corporate earnings...

While it may not be enough for some shareholders, we think it is good to see the Lyft, Inc. ( NASDAQ:LYFT ) share price...

MARA Holdings (MARA) recently reported strong second-quarter results, with a significant turnaround in net income and impressive sales growth, contributing to its stock price increase of 24% over the last quarter. The company also made headlines with its appointment of Nir Rikovitch as Chief Product Officer and a new lead underwriter for a $950 million fixed-income offering. These company-specific developments added weight to its broader share price movement, which aligns with the overall...