U.S. Telecom Services and Carriers Stock News

NasdaqGS:LITE
NasdaqGS:LITECommunications

Why Lumentum (LITE) Is Up 40.9% After AI Backlog Fuels Strong Q2 Results And Guidance

Lumentum Holdings recently reported second‑quarter fiscal 2026 results, with sales rising to US$665.5 million and net income reaching US$78.2 million, and issued third‑quarter guidance calling for net revenue between US$780 million and US$830 million. Management emphasized exceptional demand from AI and cloud networking customers, underpinned by an optical circuit switch backlog above US$400 million and a multi‑hundred‑million‑dollar co‑packaged optics order scheduled for 2027. We’ll now...
NYSE:BFH
NYSE:BFHConsumer Finance

A Look At Bread Financial Holdings (BFH) Valuation After Strong 2025 Earnings Update

Why the latest earnings matter for Bread Financial Bread Financial Holdings (BFH) has drawn increased investor attention after reporting higher net income and earnings per share for the fourth quarter and full year 2025 compared with the prior year. See our latest analysis for Bread Financial Holdings. The earnings release and recent dividend declarations have come alongside a 90 day share price return of 25.09% and a 1 year total shareholder return of 30.13%. The 3 year total shareholder...
NYSE:SARO
NYSE:SAROAerospace & Defense

Assessing StandardAero (SARO) Valuation As LEAP Milestone And 2025 Guidance Signal Earnings Momentum

StandardAero (SARO) stock is back in focus after the company delivered its first CFM LEAP engine performance restoration and issued preliminary 2025 guidance pointing to higher revenue and a sharp increase in expected net income. See our latest analysis for StandardAero. The latest CFM LEAP performance restoration milestone and the fresh 2025 guidance have arrived as momentum has picked up, with a 90-day share price return of 13.9% and a 1-year total shareholder return of 11.49%, suggesting...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

Project Vault Puts TMC The Metals In Focus For Future Returns

The U.S. government has launched Project Vault, a national reserve program focused on rare earth elements and critical materials. TMC the metals (NasdaqGS:TMC), which targets deep sea mineral resources, is positioned as a primary corporate beneficiary. The initiative coincides with recent public and private capital commitments directed toward TMC the metals. Project Vault is designed to support domestic supply security and reduce reliance on foreign sources of key inputs. TMC the metals,...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Will Sezzle’s (SEZL) New CFO Deepen Its Subscription Pivot or Reshape Capital Allocation Priorities?

Sezzle Inc. announced that Lee Brading will become Chief Financial Officer on February 1, 2026, succeeding long-serving CFO Karen Hartje, who has transitioned into a consulting role to support an orderly handover. Brading’s move from Senior Vice President of Corporate Development and Investor Relations to CFO brings deep internal knowledge of Sezzle’s shift toward a subscription-driven ecosystem and its NASDAQ uplisting experience directly into the finance leadership seat. We’ll now examine...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Xcel Energy (XEL) Net Margin Slip Tests Bullish Earnings Growth Narrative

Xcel Energy (XEL) has wrapped up FY 2025 with fourth quarter revenue of US$3.6b and basic EPS of US$0.95, alongside net income excluding extra items of US$567m. The company has seen quarterly revenue move from US$3.1b in Q4 2024 to US$3.9b in Q1 2025, US$3.3b in Q2 2025 and US$3.9b in Q3 2025, with EPS ranging from US$0.76 to US$0.89 over that stretch. This sets the stage for investors to weigh FY 2025 results against a trailing 12 month net margin of 13.8%. Overall, the latest earnings keep...