U.S. Telecom Services and Carriers Stock News

NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland Cliffs (CLF) Quarterly Loss Extends Unprofitable Narrative Despite US$4.7b Q3 Revenue

Cleveland Cliffs (CLF) just posted its FY 2025 numbers with Q3 revenue of US$4.7b and a basic EPS loss of US$0.50, alongside trailing twelve month revenue of US$18.6b and a basic EPS loss of US$3.40. Over recent quarters the company has seen revenue move between US$4.3b and US$5.2b while basic EPS has ranged from a small loss of roughly US$0.00 to a loss of US$1.00 per quarter, setting a mixed backdrop for how you read this latest print. With the shares at US$12.31, investors are likely to...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

Assessing NXP Semiconductors (NXPI) Valuation After Q4 Beat And AI‑Focused Growth Guidance

NXP Semiconductors (NXPI) is back in focus after its Q4 2025 results exceeded market expectations and management issued first quarter 2026 guidance that points to ongoing momentum in automotive, industrial, and IoT demand. See our latest analysis for NXP Semiconductors. At a latest share price of $228.91, NXP Semiconductors has a 90 day share price return of 12.84% and a 1 year total shareholder return of 11.03%. This suggests recent momentum has picked up after a softer 30 day patch, with...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) Valuation Check After Strong 3 Month And 1 Year Share Price Gains

Sphere Entertainment: recent performance in focus Sphere Entertainment (SPHR) has drawn investor attention after a strong past 3 months, with the stock showing a 21.5% total return while the company continues to report a net loss of $270.06 million. See our latest analysis for Sphere Entertainment. At a share price of $94.92, Sphere Entertainment’s 90 day share price return of 21.51% sits alongside a 1 year total shareholder return of 98.91%. This points to strong recent momentum after a...
NYSE:PFE
NYSE:PFEPharmaceuticals

How Obesity Pipeline Gains And TrumpRx Move At Pfizer (PFE) Have Changed Its Investment Story

In early February 2026, Pfizer reported mixed 2025 financial results, reaffirmed 2026 revenue guidance, highlighted progress in its GLP-1 obesity pipeline, secured FDA Priority Review to expand HYMPAVZI’s hemophilia indication, and joined the TrumpRx drug pricing platform with discounted access to more than 30 medicines. Together, these developments underscore how Pfizer is trying to offset patent expiries and waning COVID-19 revenues by building new specialty and obesity franchises while...
NYSE:DT
NYSE:DTSoftware

Dynatrace (DT) Margins Reach 27.3% Putting Pressure On Bearish Profitability Narratives

Dynatrace (DT) just posted its Q3 2026 scorecard with recent quarterly revenue running at about $493.8 million and Basic EPS of roughly $0.19, set against a trailing 12 month picture that includes Basic EPS of $1.69 and revenue of about $1.9 billion, plus earnings growth in the dataset of 210.1% over the past year. The company has seen revenue move from $399.2 million in Q1 2025 to $493.8 million in Q2 2026 and quarterly Basic EPS shift from $0.13 to $0.19 over the same period. Year long...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Margins Hold Near 21% As Bullish Growth Narratives Face a Reality Check

Waters (WAT) FY 2025 earnings snapshot Waters (WAT) reported Q3 FY 2025 revenue of US$799.9 million and basic EPS of US$2.50, with trailing 12 month EPS of US$10.91 on revenue of about US$3.1 billion. The company’s quarterly revenue rose from US$708.5 million in Q2 2024 to US$771.3 million in Q2 2025, and then to US$799.9 million in Q3 2025. Over the same periods, basic EPS moved from US$2.41 to US$2.47 and then to US$2.50, highlighting a story focused on consistent earnings and resilient...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Is Medline (MDLN) Fairly Priced After Recent Share Price Momentum

This article examines whether Medline, at around US$47.37, is trading at fair value or something more compelling, and explores what the current price might be indicating. Over shorter time frames, the stock has returned 5.2% over the last week, 16.9% over the last 30 days and 16.6% year to date. These moves may have drawn the attention of investors who follow momentum and shifts in risk sentiment. Recent news about Medline has focused on its position in the healthcare space and how investors...
NYSE:BANC
NYSE:BANCBanks

Is Banc Of California (BANC) Pricing Reflecting Recent 31% One-Year Share Gain Accurately

Wondering if Banc of California at around US$20.85 is giving you real value or just noise in the banking sector? This article is going to unpack what that price might actually mean for you. The stock has returned 4.4% over the last 7 days, 3.9% over the last 30 days, 7.2% year to date and 31.4% over the past year, which has put it on more investors' radars. Recent coverage around Banc of California has focused on how investors are reassessing regional bank risks and opportunities in the US...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims & Hers Health (HIMS) Is Down 12.9% After Halting Compounded Semaglutide Pill Amid FDA Scrutiny

In early February 2026, Hims & Hers Health launched and then quickly halted access to a low-cost compounded semaglutide weight loss pill after intense regulatory scrutiny, an FDA crackdown on compounded GLP-1 drugs, and a patent infringement lawsuit from Novo Nordisk. This brief product rollout and reversal has spotlighted legal, regulatory, and safety questions around Hims & Hers’ broader GLP-1 offering and its model of marketing compounded medications at sharply lower prices than branded...
NYSE:TSM
NYSE:TSMSemiconductor

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Multi‑Period Share Price Momentum

Trigger and recent performance snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted fresh attention after a period of strong share price movement, with the stock showing double digit returns over the past month and over the past 3 months. Investors considering that performance may also note annual revenue of US$3.81b and net income of US$1.72b, alongside a value score of 3 that can support basic screening approaches. See our latest analysis for Taiwan Semiconductor...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Assessing TG Therapeutics (TGTX) Valuation After New BRIUMVI Data And Christina Applegate MS Campaign

TG Therapeutics (TGTX) has been in focus after presenting new BRIUMVI data for relapsing multiple sclerosis at the ACTRIMS forum and launching a national MS awareness campaign with actress Christina Applegate. See our latest analysis for TG Therapeutics. At a share price of US$29.58, TG Therapeutics has seen recent momentum pick up, with a 1 month share price return of 3.9% following BRIUMVI data updates and the Christina Applegate MS awareness campaign. This compares with a 1 year total...
NYSE:GXO
NYSE:GXOLogistics

A Look At GXO Logistics (GXO) Valuation After New BAE Systems And London Luton Airport Contracts

GXO Logistics (GXO) is back on investor radars after renewing and expanding its UK contract with BAE Systems. The six year deal extends a shipbuilding logistics partnership now entering its third decade. See our latest analysis for GXO Logistics. The contract wins with BAE Systems and London Luton Airport have coincided with a 12.49% 90 day share price return and a 36.81% total shareholder return over the past year, suggesting momentum has picked up recently from both short and longer term...
NYSE:DECK
NYSE:DECKLuxury

How Investors Are Reacting To Deckers Outdoor (DECK) Earnings Beat, Raised Guidance, And HOKA Expansion

Deckers Outdoor recently reported third-quarter results for the period ended December 31, 2025, with higher year-on-year sales and net income, updated full-year guidance for net sales of US$5.40 billion to US$5.43 billion and diluted EPS of US$6.80 to US$6.85, alongside continued execution of its long-running share repurchase program. At the same time, its HOKA division expanded its performance running portfolio with the launch of the Cielo X1 3.0 racing shoe and Speedgoat 7 trail shoe,...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne (TER) Valuation Check After AI Fueled Earnings Beat And Upbeat 2026 Outlook

Teradyne (TER) is back in focus after fourth quarter 2025 earnings and guidance surprised to the upside, with AI related demand in compute and memory driving semiconductor test strength and with positive expectations for early 2026. See our latest analysis for Teradyne. The upbeat Q4 and guidance have arrived after a powerful run in the shares, with the 30 day share price return of 38.13% and 90 day gain of 69.33% feeding into a 1 year total shareholder return of 164.26%. This suggests that...
NYSE:BBU
NYSE:BBUIndustrials

A Look At Brookfield Business Partners (NYSE:BBU) Valuation After Earnings, Buyback Completion And Dividend Confirmation

Why Brookfield Business Partners Stock Is Back on Investors’ Radar Brookfield Business Partners (NYSE:BBU) just paired its 2025 earnings release with a fresh share buyback update and an affirmed dividend plan tied to its upcoming corporate reorganization, drawing fresh attention from income focused investors. See our latest analysis for Brookfield Business Partners. The confirmed dividend, completed 1% share buyback and narrowing annual net loss have arrived alongside stronger trading...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk Shifts CFO And Deepens Xumo Ties As CTV Story Builds

The Trade Desk appointed Tahnil Davis as Interim CFO following the unexpected departure of Alexander Kayyal. At the same time, the company expanded its OpenPath partnership to include Xumo, widening direct access to premium streaming inventory. The shares of NasdaqGM:TTD last closed at $27.04. For investors watching NasdaqGM:TTD, these updates affect both management stability and product reach. The company has reported a 27.5% decline over the past month and a 77.9% decline over the past...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox Links Strong Quarter With Expanded Safety Push For Users

Roblox (NYSE:RBLX) reported strong fourth quarter results, highlighting solid bookings and active user metrics. The company introduced facial age estimation and more than 145 new safety initiatives across its platform. Management emphasized a focus on leading online safety standards for both younger users and a growing adult audience. Roblox runs a global 3D social and gaming platform where users create, share, and play content built by the community. The latest safety updates sit alongside...
NYSE:JNJ
NYSE:JNJPharmaceuticals

What Johnson & Johnson (JNJ)'s AF Data, DARZALEX Approval and US$55 Billion Spend Mean For Shareholders

In early February 2026, Johnson & Johnson reported encouraging pilot-phase and real-world clinical data for its investigational OMNYPULSE and established VARIPULSE atrial fibrillation platforms at the AF Symposium in Boston, alongside new oncology and multiple myeloma updates and a recent U.S. FDA approval for DARZALEX FASPRO in newly diagnosed, transplant-ineligible multiple myeloma patients. Together with strong recent earnings, an ambitious plan to invest US$55.00 billion in U.S...
NYSE:PVH
NYSE:PVHLuxury

PVH (PVH) Is Up 5.3% After OpenAI AI Tools Deal And Dividend Affirmation Has The Bull Case Changed?

PVH Corp. recently announced a collaboration with OpenAI to co-create custom AI tools across Calvin Klein, Tommy Hilfiger and its broader operating model, and earlier affirmed a quarterly cash dividend of US$0.0375 per share payable on March 25, 2026 to shareholders of record on March 4, 2026. The AI partnership is designed to embed advanced analytics into product design, demand planning, inventory optimization and consumer engagement, potentially reshaping how PVH runs its core fashion and...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Did Oncotype DX’s 2 Millionth Patient Milestone Just Shift Exact Sciences’ (EXAS) Investment Narrative?

In early February 2026, Exact Sciences reported that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than two million early-stage HR+, HER2- breast cancer patients worldwide, supported by over two decades of clinical evidence and broad global adoption. The company highlighted that Oncotype DX remains the only genomic assay proven to be both prognostic and predictive for chemotherapy benefit, with published models suggesting meaningful lifetime cost...
NYSE:GM
NYSE:GMAuto

Does GM’s Massive Buybacks And Higher Dividend Reshape The Bull Case For General Motors (GM)?

General Motors reported full-year 2025 results on January 27, 2026, showing revenue of US$185.02 billion and net income of US$2.70 billion, alongside guidance for 2026 net income of US$10.30 billion to US$11.70 billion and diluted EPS of US$11 to US$13. At the same time, the company completed a very large US$11.67 billion buyback, announced a new US$6 billion repurchase authorization, and raised its quarterly dividend to US$0.18 per share, sharpening the focus on shareholder returns while it...
NYSE:MTH
NYSE:MTHConsumer Durables

A Look At Meritage Homes (MTH) Valuation After Earnings, Buybacks And Flat 2026 Revenue Guidance

Meritage Homes (MTH) is back in focus after its latest earnings release, which combined lower annual revenue and net income with real estate impairments, flat 2026 revenue guidance, sizable buybacks, and record community growth. See our latest analysis for Meritage Homes. At a share price of $75.91, Meritage Homes has seen stronger recent momentum, with a 7 day share price return of 8.15% and a 90 day share price return of 10.21%. Its 5 year total shareholder return of 83.21% shows how the...
NYSE:EE
NYSE:EEOil and Gas

How Excelerate Energy’s Earnings Surprise Pattern And ESP Signal (EE) Has Changed Its Investment Story

Recent research coverage highlights Excelerate Energy’s history of outperforming earnings estimates, pointing to past quarterly surprises and a current positive Earnings ESP, with the next report scheduled for February 25, 2026. An interesting angle is how the combination of a positive Earnings ESP and a mid-range Zacks Rank is shaping expectations around Excelerate Energy’s ability to outpace consensus forecasts. With this backdrop of anticipated earnings outperformance, we’ll explore what...
NYSE:CR
NYSE:CRMachinery

Crane (CR) Valuation Check After Strong 2025 Results Dividend Hike And CEO Transition

Crane (CR) is back in focus after releasing its fourth quarter and full year 2025 results, issuing fresh 2026 guidance, announcing an 11% dividend increase, and outlining a planned CEO transition centered on Alejandro Alcala’s appointment. See our latest analysis for Crane. The fresh 2025 results, higher 2026 sales expectations, dividend increase and planned CEO transition appear to have coincided with stronger sentiment, with a 1-day share price return of 4.49% and a 7-day share price return...