U.S. Telecom Services and Carriers Stock News

NYSE:CCO
NYSE:CCOMedia

Clear Channel Outdoor Buyout Tests Deal Certainty Versus Valuation Upside

Clear Channel Outdoor Holdings (NYSE:CCO) agreed to be acquired by Mubadala Capital and TWG Global in a US$6.2b go private transaction. The deal includes a 45 day go shop period that allows Clear Channel Outdoor to seek alternative acquisition proposals. Leadership changes are planned after closing, including the appointment of an executive chairman, with the transaction subject to shareholder and regulatory approval. Clear Channel Outdoor Holdings operates outdoor advertising assets such...
NYSE:KFY
NYSE:KFYProfessional Services

Is Korn Ferry (KFY) Offering An Opportunity After Recent Share Price Weakness?

If you are wondering whether Korn Ferry is priced attractively today, it helps to step back and look at what the recent share moves and fundamentals are actually telling you about value. The stock last closed at US$60.17, with returns of 9.9% decline over 7 days, 10.6% decline over 30 days, 9.4% decline year to date, 7.2% decline over 1 year, 13.5% over 3 years and 18.4% over 5 years. These figures can change how investors think about both opportunity and risk. Recent news around Korn Ferry...
NYSE:TDY
NYSE:TDYElectronic

Teledyne Infrared Push Highlights Space Missile Tracking And Imaging Scale

Teledyne Technologies (NYSE:TDY) has begun production of advanced infrared Focal Plane Modules for the U.S. Space Development Agency’s missile tracking satellite constellation. The company is supplying next generation infrared technology intended to support space based missile warning and defense capabilities. Teledyne’s FLIR OEM business is being highlighted for its vertically integrated thermal imaging production and its ability to scale output rapidly. For you as an investor, this...
NYSE:ET
NYSE:ETOil and Gas

Is It Too Late To Consider Energy Transfer (ET) After Strong Multi Year Gains?

Wondering if Energy Transfer at around US$18.26 is offering real value right now, or if the easy gains are already behind it. The stock's recent returns are mixed, with a 0.4% move over the last week, 4.9% over the past month, 10.1% year to date and a 0.6% decline over the last year. The 3 year return of 78.8% and a very large 5 year return hint at how much sentiment around the business has shifted over time. Recent headlines for Energy Transfer have focused on its role in US energy...
NasdaqGS:WIX
NasdaqGS:WIXIT

Is Wixcom (WIX) Offering Opportunity After Sharp Multi Year Share Price Slide

If you are wondering whether Wix.com shares are now offering value or just a value trap, this article will walk through what the numbers are actually saying about the stock. Wix.com recently closed at US$70.95, with returns of a 6.0% decline over 7 days, a 21.5% decline over 30 days, a 29.7% decline year to date, a 68.6% decline over 1 year and a 79.4% decline over 5 years. This naturally raises questions about both risk and potential opportunity. Recent coverage has focused on Wix.com as a...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align’s Swiss Oral Health Study Puts Digital Tools And Growth Story To Test

Align Technology is partnering with the University of Bern on Switzerland's first comprehensive Swiss Oral Health Study. The project uses Align's iTero Lumina digital scanners and mobile dental vans to collect real time oral health data across the country. The collaboration focuses on preventive care insights and broader public health impact beyond Align's core orthodontic products. For investors watching NasdaqGS:ALGN, this research tie up sits alongside a share price of $183.86 and mixed...
NYSE:DT
NYSE:DTSoftware

Assessing Dynatrace (DT) Valuation After Strong Q3, Raised 2026 Guidance And New US$1b Buyback

Dynatrace (DT) just delivered third quarter results that topped its own guidance, raised its full year 2026 outlook, launched a new US$1b buyback program, and introduced Dynatrace Intelligence for its AI observability platform. See our latest analysis for Dynatrace. Even with the post earnings bounce, Dynatrace’s recent share price performance has been under pressure, with a 30 day share price return of an 11.65% decline and a 1 year total shareholder return of a 41.39% loss. This suggests...
NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Why Varonis Systems (VRNS) Is Up 13.2% After AI Deal, SaaS Outlook And Buybacks - And What's Next

In recent days, Varonis Systems reported fourth-quarter and full-year 2025 results showing higher revenue year over year but wider losses, completed a US$14.99 million share repurchase of 448,000 shares announced in October 2025, and issued 2026 guidance pointing to continued SaaS ARR and revenue growth. At the same time, Varonis advanced its AI and SaaS ambitions by agreeing to acquire AllTrue.ai for US$125 million in cash, while facing securities class action lawsuits alleging earlier...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs Partnership And Advisory Boards Test Rich Valuation And Growth Hopes

Planet Labs PBC (NYSE:PL) has partnered with AXA Digital Commercial Platform to link its satellite imagery with AI powered disaster management tools. The company has also created new European and Defense Advisory Boards, announced around the time of the Munich Security Conference, to support international expansion and policy engagement. For investors watching NYSE:PL, these moves land at a time when the stock shows very large 3 year returns and a 241.3% return over the past year, with the...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

A Look At Booking Holdings (BKNG) Valuation After Upgrade And Optimistic Earnings Outlook

Booking Holdings (BKNG) is back in focus after a fresh analyst upgrade and a run of upbeat research calling for higher earnings and revenue, with several firms flagging potential upside versus current expectations. See our latest analysis for Booking Holdings. The recent analyst upgrade and upbeat earnings expectations come after a sharp pullback, with a 30 day share price return of a 21.74% decline and a year to date share price return of a 21.87% decline, even as the 5 year total...
NYSE:LION
NYSE:LIONEntertainment

Lionsgate Names First Chief AI Officer As Losses Focus Attention

Lionsgate Studios (NYSE:LION) has appointed Kathleen Grace as its first Chief AI Officer. The new role is focused on embedding artificial intelligence across creative and operational workflows. The appointment highlights Lionsgate’s intent to apply AI in film production, marketing, and rights management. Lionsgate, known for its film and television franchises, is moving to formalize AI leadership at the corporate level with the Chief AI Officer position. For investors, this speaks to how a...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

A Look At Churchill Downs (CHDN) Valuation As Derby Week Format Changes Take Shape

Churchill Downs (CHDN) has outlined significant changes for its 152nd Spring Meet and Derby Week, including a longer nine week schedule, the return of Sunday racing, and a primetime Kentucky Oaks broadcast, all with potential implications for investor interest. See our latest analysis for Churchill Downs. The Derby Week updates are arriving at a time when Churchill Downs’ 30 day share price return of 13.88% decline and 1 year total shareholder return of 25.91% loss suggest fading momentum...
NYSE:CALY
NYSE:CALYLeisure

Callaway Golf Refocuses On Core Equipment With Net Cash And Buybacks

Callaway Golf (NYSE:CALY) has refocused on its core golf equipment business by selling a majority stake in Topgolf and divesting Jack Wolfskin. The company reports a reduction of $1b in debt and a move to a net cash position following these transactions. Callaway Golf has also launched a $200m share repurchase program, signaling a shift in its approach to capital returns. For investors tracking NYSE:CALY, the story is now centered squarely on golf equipment, not adjacent leisure or apparel...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Solid 2025 Results And Cash Flow Outlook

Mueller Industries (MLI) just released its fourth quarter and full year 2025 results. The update gives investors fresh detail on revenue, earnings, and capital allocation, and highlights the company’s focus on value added manufacturing and conservative financing. See our latest analysis for Mueller Industries. At a share price of US$118.85, Mueller Industries has had a mixed few weeks, with a 7 day share price return of 3.11% but a 30 day share price return decline of 5.68%. At the same time,...
NYSE:TEX
NYSE:TEXMachinery

Terex Reshapes Portfolio As REV Merger Expands Essential Services Focus

Terex Corporation (NYSE:TEX) has completed its merger with REV Group, expanding its specialty equipment portfolio into emergency services and municipal solutions. The company is reviewing its Aerials business for a possible sale or reinvestment as part of a broader portfolio update. Terex has refreshed its board, adding five former REV directors, and has completed the divestiture of Midwest Automotive Designs. Terex comes into this set of changes with its shares at $65.61 and strong recent...
NYSE:AHR
NYSE:AHRHealth Care REITs

A Look At American Healthcare REIT (AHR) Valuation After Strong Recent Share Returns

American Healthcare REIT stock moves and recent performance snapshot With no single headline event driving American Healthcare REIT (AHR) today, the focus for investors is on how its recent share performance and fundamentals line up against its current market pricing. See our latest analysis for American Healthcare REIT. At a recent share price of $51.70, American Healthcare REIT has paired a 1-month share price return of 8.29% with a year-to-date share price return of 9.44%. Its 1-year total...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

Cintas Pursues UniFirst Deal As Investors Weigh Scale Versus Integration Risk

Cintas, NasdaqGS:CTAS, has resubmitted a takeover offer for rival UniFirst and is in active acquisition talks. UniFirst has confirmed the discussions and its board is currently evaluating the proposal. The potential deal, if agreed, would combine two major players in uniform rental and facility services. Cintas, trading at around $196.1 per share, comes into these talks after sizeable multi year share price gains, including 82.4% over 3 years and 141.2% over 5 years. The 1 year return of a...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Is Moderna (MRNA) Now Fairly Priced After Its Recent Share Price Rebound?

If you are wondering whether Moderna's current share price still reflects its long term potential or if the market has moved on, you are not alone. The stock closed at US$40.11 recently, with a 1.9% decline over the last 7 days, a 1.3% gain over 30 days, a 30.0% return year to date, a 25.7% return over 1 year, and declines of 76.7% and 76.3% over 3 and 5 years respectively. That mix of shorter term strength and longer term weakness has come alongside ongoing attention on Moderna's mRNA...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Zimmer Biomet Reshapes U.S. Sales Model As ROSA Knee Gains Ground

Zimmer Biomet Holdings (NYSE:ZBH) has launched a major reorganization of its U.S. salesforce, targeting a fully dedicated and specialized structure by 2027. The company has also secured U.S. FDA clearance for an upgrade to its ROSA robotic-assisted knee system, expanding its capabilities in robotic knee procedures. These moves come as Zimmer Biomet seeks to reshape its commercial model and product offering beyond routine quarterly results or share repurchases. Zimmer Biomet enters this...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Assessing Concentrix (CNXC) Valuation After Goodwill Impairment And Sharp Share Price Declines

Concentrix (CNXC) has been in focus after booking a US$1.52b goodwill impairment that produced a steep operating loss, just as new research began flagging its low PEG ratio and operating cash flow metrics for value minded investors. See our latest analysis for Concentrix. The share price reaction has been harsh, with a 1 day share price return of a 13.0% decline, a year to date share price return of a 26.6% decline, and a 1 year total shareholder return of a 35.8% decline. This suggests...
NYSE:INSP
NYSE:INSPMedical Equipment

Inspire Medical Systems (INSP) Q4 Margin Surge To 15.9% Tests Cautious Earnings Narratives

Inspire Medical Systems (INSP) has wrapped up FY 2025 with Q4 revenue of US$269.1 million and basic EPS of US$4.70, alongside net income of US$136.1 million. Its trailing 12 month figures show revenue of US$912.0 million and basic EPS of US$4.95. The company has seen revenue move from US$802.8 million to US$912.0 million on a trailing 12 month basis, with basic EPS shifting from US$1.80 to US$4.95 over the same period. This sets the stage for investors to focus on how much of that growth is...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

Assessing USA Rare Earth (USAR) Valuation After Strong Long Term Returns And A Large DCF Upside Estimate

Why USA Rare Earth (USAR) is drawing fresh attention USA Rare Earth (USAR) is back on many watchlists after its recent share price swings, with returns ranging from a 12% decline over the past day to a gain in the past 3 months. See our latest analysis for USA Rare Earth. While the 1-day share price return of a 12.36% decline and 7-day share price return of a 7.38% decline might catch your eye, USA Rare Earth still shows stronger upward momentum over longer horizons. It has a 30-day share...
NYSE:HTH
NYSE:HTHBanks

A Look At Hilltop Holdings (HTH) Valuation After Recent Short Term Share Price Weakness

Hilltop Holdings (HTH) has drawn investor interest after recent trading left the shares near $38.60, with mixed short term returns but comparatively stronger gains over the past 3 months and over the past year. See our latest analysis for Hilltop Holdings. That recent pullback, including a 1-day share price return of a 1.3% decline and 7-day share price return of a 3.1% decline, sits against a stronger 30-day share price return of 10.2% and 1-year total shareholder return of 23.7%. This...
NasdaqGS:INTR
NasdaqGS:INTRBanks

Is It Time To Reassess Inter & Co (INTR) After Its 70% One Year Share Price Jump

If you are wondering whether Inter & Co’s current share price lines up with its underlying worth, you are not alone and that is exactly what this article is here to unpack. The stock last closed at US$9.03, with returns of 4.3% over 7 days, 6.6% over 30 days, 6.9% year to date and 70.7% over the past year, while its 3 year return sits at a very large level of around 3x. Recent attention on Inter & Co has been shaped by ongoing coverage of digital banking adoption in Brazil and the broader...