U.S. Telecom Services and Carriers Stock News

NYSE:G
NYSE:GProfessional Services

Genpact (G) Valuation Check After Q4 Beat Strong AI Demand And Higher Dividend Guidance

Genpact (G) is back in focus after a busy update, combining Q4 results that exceeded Wall Street expectations with 2026 guidance, a higher quarterly dividend, and ongoing share repurchases. See our latest analysis for Genpact. Even with the strong Q4 print, 2026 guidance and a higher dividend, Genpact's recent share price performance has been weak, with a 30 day share price return of 21.95% decline and a 1 year total shareholder return of 33.64% decline. This suggests momentum has been fading...
NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Balances Investor Lawsuit With Large Debt Refinancing Shift

Alexandria Real Estate Equities (NYSE:ARE) is facing an investor lawsuit alleging misrepresentation of leasing spreads, tenant pipeline, and occupancy at a Long Island City property. The complaint cites potential securities law violations and focuses on whether key property metrics were accurately communicated to shareholders. At the same time, the company is pursuing multiple refinancing actions, including an upsized tender for existing notes and a new $750 million senior note issue. For...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

How Investors May Respond To Rumble (RUM) Launching Tip-Enabled Vertical Video Shorts

Earlier this month, Rumble Inc. launched Rumble Shorts, a web-based hub for vertical videos of 90 seconds or less, with mobile app versions expected following app store approvals, offering users a swipeable feed and integrated tipping via Rumble Wallet. This move adds a TikTok-style format that could help creators promote long-form content, deepen engagement, and broaden monetization options across the platform. We’ll now explore how the launch of swipeable, tip-enabled Rumble Shorts could...
NYSE:PLD
NYSE:PLDIndustrial REITs

Is It Too Late To Consider Prologis (PLD) After Its Recent Share Price Strength?

If you are wondering whether Prologis is fairly priced or has room for mispricing, this article will walk through what the numbers are actually saying about the stock. With Prologis recently closing at US$136.38 and showing returns of 0.2% over 7 days, 4.7% over 30 days, 5.7% year to date, 16.8% over 1 year and 19.2% over 3 years, many investors are reassessing what that price might imply about future risks and opportunities. Recent news coverage has focused on Prologis as a major logistics...
NYSE:AN
NYSE:ANSpecialty Retail

Assessing AutoNation (AN) Valuation After Recent Muted Share Price Moves

Why AutoNation is on investors’ radar today AutoNation (AN) is drawing attention after a period where the stock showed mixed short term returns, including a 1 day decline and a small gain over the past week, against stronger multi year performance. See our latest analysis for AutoNation. At a share price of US$206.60, AutoNation’s short term moves have been fairly muted, with a small recent pullback but a 1 year total shareholder return of 7.61% and a 5 year total shareholder return of...
NYSE:SON
NYSE:SONPackaging

A Look At Sonoco Products (SON) Valuation After Sustainability Agreement And 100 Year Dividend Streak

Sonoco Products (SON) is drawing fresh attention after activating a long term virtual power purchase agreement with ENGIE North America and pairing that sustainability push with a reaffirmed quarterly dividend and 100 year payout streak. See our latest analysis for Sonoco Products. Sonoco Products’ recent sustainability agreement and reaffirmed dividend sit alongside a 25.3% 3 month share price return and a 7.7% 1 month share price return, while the 5 year total shareholder return of 3.8%...
NYSE:Q
NYSE:QSemiconductor

Qnity Electronics (Q) Valuation Check After Recent Share Price Swings

Qnity Electronics stock: context for recent moves Qnity Electronics (Q) has drawn investor attention after a sharp 5.2% decline in the latest session, even as the stock shows double digit gains over the past week, month, and past 3 months. See our latest analysis for Qnity Electronics. The latest 5.2% 1 day share price decline to US$108.54 comes after a strong run, with 7 day, 30 day, 90 day and year to date share price returns between 17% and 30%. This suggests momentum has been building...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Evaluating Patterson UTI Energy (PTEN) After Recent Share Price Momentum And Conflicting Valuation Signals

Why Patterson-UTI Energy Caught Investor Attention Patterson-UTI Energy (PTEN) has attracted fresh attention after recent trading left the shares at US$8.14. Mixed return patterns across the past week, month, and past 3 months offer a concise snapshot of market sentiment. See our latest analysis for Patterson-UTI Energy. While the 1-day share price return of 5.02% and 7-day share price return of 0.37% show some recent pressure at US$8.14, the 30-day and 90-day share price returns of 13.85%...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS) Q4 EPS Surge Challenges Cautious Profitability Narratives

HubSpot (HUBS) has wrapped up FY 2025 with Q4 revenue of US$846.7 million and basic EPS of US$1.04, alongside trailing 12 month revenue of about US$3.1 billion and basic EPS of US$0.88. This gives investors a clear read on the current earnings run rate. Over recent periods, the company has seen quarterly revenue move from US$703.2 million in Q4 2024 to US$846.7 million in Q4 2025, while quarterly basic EPS shifted from US$0.10 to US$1.04. The story now hinges on how consistently HubSpot can...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience (TWST) Valuation Check After New Sequencing Kits Expand Genomics Offering

Twist Bioscience (TWST) has attracted fresh attention after launching its TrueAmp Library Preparation Kit and PCR Free WGS Library Preparation Kit, broadening its next generation sequencing tools for clinical and whole genome research. See our latest analysis for Twist Bioscience. The new sequencing kits arrive after a busy few weeks for Twist Bioscience, which included first quarter results, raised 2026 revenue guidance and fresh annual meeting approvals. This comes against a backdrop of a...
NYSE:HLT
NYSE:HLTHospitality

Is Hilton’s 2026 EPS Outlook and Capital Returns Strategy Altering The Investment Case For Hilton (HLT)?

In the past week, Hilton Worldwide Holdings reported fourth-quarter 2025 results, issued 2026 earnings guidance, affirmed a US$0.15 quarterly dividend, and disclosed progress on its multi-year share repurchase program, including buying back 2,778,512 shares for US$756.87 million in the fourth quarter. Alongside record adjusted EBITDA of US$3.70 billion and significant global expansion milestones, including nearly 100,000 new rooms added in 2025, Hilton’s more cautious 2026 earnings outlook...
NYSE:TPL
NYSE:TPLOil and Gas

Texas Pacific Land Data Center Pivot Meets Lofty Valuation And Insider Buying

Texas Pacific Land (NYSE:TPL) agreed to a US$50 million partnership with Bolt Data & Energy to build large scale data centers on its West Texas acreage. The arrangement includes equity participation and water supply rights contributed by Texas Pacific Land to support the new digital infrastructure projects. Major shareholder Horizon Kinetics is continuing to accumulate shares, signaling ongoing insider confidence alongside the new data center initiative. Texas Pacific Land has long been...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

How Investors Are Reacting To Federal Home Loan Mortgage (FMCC) Lower 2025 Earnings Amid Easing Mortgage Rates

Earlier this week, Freddie Mac reported its fourth-quarter and full-year 2025 results, posting net income of US$10.73 billion compared with US$11.86 billion a year earlier, and a basic loss per share from continuing operations of US$0.02. Alongside the earnings release and Form 10-K filing, Freddie Mac highlighted Primary Mortgage Market Survey data showing 30-year fixed mortgage rates at 6.09%, contributing to improved housing affordability and higher purchase application activity versus a...
NYSE:HCA
NYSE:HCAHealthcare

HCA’s Buybacks And Facility Expansion Amid Policy Hit Might Change The Case For Investing In HCA (HCA)

HCA Healthcare recently reported strong 2025 results in its Form 10-K, highlighting higher revenue and net income, expanded share repurchases, and ongoing investments in digital and AI capabilities alongside targeted facility growth such as new freestanding ERs in Northern Virginia. At the same time, the company is facing meaningful policy headwinds, including an expected US$900 million earnings impact from expiring enhanced Affordable Care Act subsidies in 2026, underscoring how federal...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

Assessing Manhattan Associates (MANH) Valuation After PharmaCare’s SaaS Distribution Network Upgrade

Manhattan Associates (MANH) is back in focus after announcing that PharmaCare upgraded its ANZ distribution network with the Manhattan SCALE platform, citing gains in efficiency, compliance, and inventory control across a consolidated SaaS setup. See our latest analysis for Manhattan Associates. Despite PharmaCare’s move reinforcing interest in Manhattan’s warehouse and logistics software, momentum in the shares has cooled recently, with a 30 day share price return of 20.64% and a 1 year...
NYSE:SOC
NYSE:SOCOil and Gas

A Look At Sable Offshore’s Valuation As It Launches A US$250 Million At The Market Share Offering

Sable Offshore (SOC) has filed for a follow on equity offering of up to US$250 million in common stock through an at the market program, a move that directly affects existing shareholders’ ownership stakes and capital structure. See our latest analysis for Sable Offshore. The follow on offering lands after a volatile stretch, with a 96.66% 90 day share price return, a 29.75% year to date share price decline, and a 73.10% 1 year total shareholder return loss. This suggests that recent momentum...
NYSE:BG
NYSE:BGFood

Bunge Global (BG) Is Up 6.8% After Revenue Surges But Profitability Slips Amid Viterra Integration

Bunge Global SA has already reported fourth-quarter 2025 results, with sales rising to US$23,762 million from US$13,542 million, while net income fell to US$95 million from US$602 million and diluted EPS dropped to US$0.49 from US$4.36 year on year. For 2025 as a whole, the company grew sales to US$70,329 million from US$53,108 million but saw net income and diluted EPS soften to US$816 million and about US$4.91, highlighting pressure on profitability despite higher revenues and the ongoing...
NYSE:PG
NYSE:PGHousehold Products

Procter & Gamble (PG) Valuation Check As New Product Launches And Marketing Push Gain Pace

Procter & Gamble (PG) has kicked off 2026 with a flurry of brand activity, including the new Head & Shoulders BARE Itchy Scalp Relief Serum, upgraded scalp care collections, a Cascade Clean Machine tour and Native’s microsoap series, The Golden Pear Affair. See our latest analysis for Procter & Gamble. All this brand activity comes as Procter & Gamble’s share price sits at US$161.21, with a 30 day share price return of 11.77% and a 90 day share price return of 9.17%. The 1 year total...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Assessing Meta Platforms (META) Valuation After Mixed Recent Returns And Long Term Momentum

Setting the scene for Meta Platforms after a mixed year of returns Meta Platforms (META) enters today’s session after a mixed performance, with a 1 day and past week decline, a gain over the past month and 3 years, and a lower total return over the past year. See our latest analysis for Meta Platforms. At a share price of US$649.81, Meta’s recent 1 day and 7 day share price declines sit against a modest 90 day share price return of 6.62% and a very strong 3 year total shareholder return of...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

Does PECO’s 2026 NOI Outlook Reinforce the Bull Case For Necessity-Based Retail Centers?

Phillips Edison & Company, Inc. recently reported past fourth-quarter and full-year 2025 results showing higher revenue of US$187.86 million and net income of US$47.53 million for the quarter, and issued 2026 guidance targeting net income per share between US$0.74 and US$0.77. An interesting aspect of this update is that management’s 2026 outlook includes Same-Center NOI growth of 3.8%, aligned with its stated long-term 3% to 4% range, suggesting confidence in the underlying performance of...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Is Viking Therapeutics (VKTX) Pricing Reflecting Recent Drug Development Progress?

If you are wondering whether Viking Therapeutics is attractively priced or already reflects a lot of optimism, starting with a clear view of its valuation can help frame your next move. The stock last closed at US$30.49, with returns of 16.0% over the past 7 days, a 0.7% decline over 30 days, a 13.9% decline year to date, a 3.4% gain over 1 year and a very large 3 year gain, and a 5 year gain of just over 3x. Recent news flow around Viking Therapeutics has mainly focused on its drug...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Is Addus HomeCare’s (ADUS) Texas Reimbursement Focus Quietly Redefining Its Personal Care Investment Story?

Addus HomeCare recently announced it released its fourth-quarter and full-year 2025 results on February 23, 2026, followed by a management conference call and webcast on February 24 to discuss performance and outlook with investors. What stands out is how this earnings release coincides with growing attention on the company’s Personal Care operations, where reimbursement changes and acquisition activity have become central to its business profile. Next, we’ll examine how expectations around...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Assessing Aurora Innovation (AUR) Valuation After Driverless Trucking Launch And Earnings Update

Aurora Innovation (AUR) just paired its latest quarterly results and widened full year loss with a major step forward in commercial driverless trucking on US public roads and an employee focused shelf registration. See our latest analysis for Aurora Innovation. At a share price of US$4.22, Aurora’s recent 7-day share price return of 11.64% contrasts with its 1-month share price return decline of 8.06% and a 1-year total shareholder return decline of 55.20%. This suggests short term momentum...
NYSE:HII
NYSE:HIIAerospace & Defense

Why Huntington Ingalls (HII) Is Up 10.1% After Strong 2025 Results And AI Shipbuilding Advances

Huntington Ingalls Industries has recently reported higher fourth-quarter and full-year 2025 revenue and net income, completed builder’s sea trials for the John F. Kennedy (CVN 79) aircraft carrier, and confirmed a quarterly dividend of US$1.38 per share payable on March 13, 2026. Together with strong reliability data for its REMUS 100 autonomous underwater vehicle and a new collaboration with Path Robotics on physical AI in manufacturing, these updates highlight how HII is coupling...