U.S. Telecom Services and Carriers Stock News

NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Holdings (PLMR) Earnings Surge 67.6% And Reinforce Bullish Profitability Narratives

Palomar Holdings FY 2025 earnings snapshot Palomar Holdings (PLMR) has capped FY 2025 with fourth quarter revenue of US$253.4 million and basic EPS of US$2.12, rounding out a year in which trailing twelve month revenue reached US$876.0 million and EPS came in at US$7.40 on net income of US$197.1 million. Over the past few quarters the company has seen revenue move from US$174.6 million and EPS of US$1.61 in Q1 2025 to US$253.4 million and EPS of US$2.12 in Q4, with Q3 sitting at US$244.7...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust Q4 FFO Drop Tests Bullish Cash Flow Narratives

Piedmont Realty Trust FY 2025 earnings snapshot Piedmont Realty Trust (PDM) has just posted its FY 2025 numbers, with fourth quarter revenue of US$142.9 million and basic EPS of a US$0.35 loss, alongside funds from operations of US$14.4 million. Over recent quarters the company has seen revenue move between US$139.2 million and US$143.2 million, while basic EPS has ranged from a US$0.08 loss to a US$0.35 loss. This gives a clear view of how the top line and per share results have tracked into...
NYSE:RSI
NYSE:RSIHospitality

Is Rush Street Interactive (RSI) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Rush Street Interactive is good value at its recent price, you are not alone. The answer is not as simple as looking at one ratio or chart. The stock closed at US$16.03, with returns of 9.3% decline over the last 7 days, 15.2% decline over 30 days, 17.0% decline year to date and 4.0% decline over the past year, while the 3 year return is very large and the 5 year return is 18.8% decline. Recent moves have come against a backdrop of ongoing interest in US online...
NYSE:SEI
NYSE:SEIEnergy Services

Is Solaris Energy Infrastructure (SEI) Still Attractively Priced After A 92% One-Year Surge?

If you are wondering whether Solaris Energy Infrastructure is still reasonably priced after its recent run, you are in the right place to size up what you are actually paying for. The stock last closed at US$51.47, with returns of 11.6% over 7 days, a 2.5% decline over 30 days, 2.4% year to date and 91.8% over 1 year, plus a very large 3 year return that may have already baked in a lot of expectations. Recent interest in Solaris Energy Infrastructure has been shaped by ongoing attention on...
NYSE:WFC
NYSE:WFCBanks

Wells Fargo Capital Moves And Cost Cuts Versus Current Valuation Gap

Wells Fargo (NYSE:WFC) has filed for a $15b mixed shelf offering, allowing it to issue various types of securities as needed. The bank is expanding cost-cutting efforts, including additional workforce reductions. Wells Fargo is restructuring its real estate footprint, continuing asset sales after divesting its historic San Francisco headquarters. Wells Fargo enters this phase of capital and cost restructuring with its shares at $86.98 and a value score of 4. The stock is up 11.1% over the...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Allergy Data And Dupixent Insights Shape Immunology Growth Story

Regeneron Pharmaceuticals is set to present first in class Phase 3 antibody therapy data for cat and birch allergies at the 2026 AAAAI Annual Meeting. The presentations will focus on allergen blocking therapies targeting ocular symptoms in cat and birch allergies. Regeneron will also share new long term analyses for Dupixent in pediatric allergy and asthma. For investors tracking NasdaqGS:REGN, these updates come as the stock trades at $803.17, with a 1 year return of 19.9% and a 5 year...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair Gaming (CRSR) Valuation Check After Earnings, 2026 Guidance And New Share Buyback

What Corsair just told the market Corsair Gaming (CRSR) has packed a lot into its latest update, combining Q4 and full year 2025 results with fresh 2026 guidance and a new US$50 million share buyback plan. For Q4 2025, Corsair reported sales of US$436.86 million and net income of US$25.79 million, with basic earnings per share from continuing operations at US$0.23 and diluted earnings per share at US$0.22. Across 2025 as a whole, sales were US$1.47 billion, while the company recorded a net...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft (LYFT) Offering An Opportunity After Recent Share Price Slide?

If you are looking at Lyft and wondering whether the current share price really reflects what the business could be worth, you are not alone. The stock last closed at US$13.05, with returns of a 17.6% decline over 7 days, a 32.2% decline over 30 days, a 34.1% decline year to date, a 3.1% decline over 1 year, an 18.7% gain over 3 years, and a 77.1% decline over 5 years, which may signal changing views on both its potential and its risks. Recent coverage has focused on Lyft's position in the...
NYSE:DD
NYSE:DDChemicals

Is DuPont (DD) Trading Near Intrinsic Value as It Expands into Specialty Healthcare and Water?

DuPont de Nemours recently reported fourth-quarter 2025 results showing slightly higher sales of US$1,693 million year-on-year but a wider net loss of US$126 million, while also issuing 2026 guidance calling for first-quarter net sales of US$1,670 million and full-year net sales between US$7.08 billion and US$7.14 billion. Alongside this guidance, DuPont is highlighting innovation-led growth in healthcare and water technologies with new Liveo medical-grade silicones, FilmTec dairy reverse...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Is Nexstar Media Group (NXST) Pricing In Its Recent 56% One Year Share Price Jump?

If you are wondering whether Nexstar Media Group's current share price reflects its true worth, you are not alone. This article is set up to help you unpack what the numbers might be saying. With the stock at US$231.18 after returns of 4.5% over 7 days, 8.8% over 30 days, 10.7% year to date and 56.4% over 1 year, plus 29.7% over 3 years and 117.1% over 5 years, many investors are asking what kind of value is now baked into the price. Recent coverage has focused on Nexstar Media Group's...
NYSE:IVZ
NYSE:IVZCapital Markets

A Look At Invesco (IVZ) Valuation After Fresh AUM Growth And Ongoing Investor Inflows

Invesco (IVZ) recently reported a 2.8% monthly rise in assets under management to about US$2.23b, supported by US$16.9b in net long term inflows and favorable market conditions. See our latest analysis for Invesco. That AUM update lands at a time when Invesco’s share price has been choppy in the short term, with a 7.31% 1 month share price decline, but supported by an 11.52% 3 month share price return and a 49.90% 1 year total shareholder return that point to momentum building over a longer...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

A Look At Upwork (UPWK) Valuation After Guidance Miss And Weak Client Trends

Upwork (UPWK) is back in focus after the stock dropped around 19% on first quarter 2026 guidance that missed analyst revenue expectations, alongside year over year declines in active clients and Gross Services Volume. See our latest analysis for Upwork. The weak guidance and client trends have come on top of already soft momentum, with a 7 day share price return of 26.43% decline, a 30 day share price return of 35.26% decline, and a 1 year total shareholder return of 20.81% decline, while the...
NYSE:CUBE
NYSE:CUBESpecialized REITs

Does CubeSmart’s CBRE Storage Venture and Higher Leverage Change The Bull Case For CUBE?

In early February 2026, CubeSmart and CBRE Investment Management acquired a self-storage facility in Phoenix, Arizona as the first asset in a US$250 million self-storage venture focused on core, core-plus, and value-add opportunities in high-growth U.S. markets, with CubeSmart managing the properties. At the same time, CubeSmart’s higher debt levels from a recent US$450 million unsecured note issuance and slower 2% dividend growth have sharpened investor attention on how the company is...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Why Sabra Health Care REIT (SBRA) Is Up 5.6% After 2025 Results And 2026 Earnings Guidance

Sabra Health Care REIT, Inc. has released its fourth-quarter and full-year 2025 results, reporting full-year revenue of US$774.63 million and net income of US$155.61 million, alongside 2026 earnings guidance of US$0.60–US$0.64 in net income per diluted share. While quarterly net income and earnings per share eased year on year, the company grew full-year revenue and net income and maintained a quarterly dividend of US$0.30 per share, highlighting a focus on income generation for...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

A Look At Amkor Technology (AMKR) Valuation After Recent Share Price Swings

Amkor Technology (AMKR) has attracted investors’ attention after recent share price swings, with the stock showing a mix of short term pullbacks and stronger performance over the past 3 months and year. See our latest analysis for Amkor Technology. The latest 1 day share price return of 8.15% sits against a 7 day share price return of 16.53% and a 90 day share price return of 62.85%, while the 1 year total shareholder return of 135.8% points to strong longer term momentum building from a much...
NYSE:GNRC
NYSE:GNRCElectrical

Generac Holdings Q4 Loss And Margin Compression Test High P/E Growth Narrative

Generac Holdings (GNRC) closed out FY 2025 with Q4 revenue of US$1.1b and a basic EPS loss of US$0.42, as net income excluding extra items came in at a loss of US$24.5m, setting a cautious tone around profitability. The company has seen quarterly revenue move from US$1.23b in Q4 2024 to US$1.1b in Q4 2025, while basic EPS shifted from US$2.18 a year ago to a loss of US$0.42, and trailing 12 month EPS eased from US$5.46 in Q4 2024 to US$2.73 in Q4 2025, which leaves investors weighing softer...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

The Bull Case For QUALCOMM (QCOM) Could Change Following Soft Guidance Amid Memory Crunch And Strategy Shift

In early February 2026, Qualcomm reported first-quarter revenue of US$12.25 billion and net income of US$3.00 billion, issued softer second-quarter revenue guidance of US$10.20 billion to US$11.00 billion, completed a large share buyback tranche, and appointed longtime semiconductor analyst Brett Simpson as senior vice president of Investor Relations. These updates highlight how a worsening global memory chip shortage is weighing on Qualcomm’s handset outlook just as it invests to expand in...
NYSE:AROC
NYSE:AROCEnergy Services

Could Archrock’s Upbeat Earnings Outlook Recast Its Compression Strategy Narrative for Investors (AROC)?

Archrock’s upcoming February 24, 2026 earnings report, now in the past, drew attention as analysts projected a 14.29% EPS increase and a 15.39% revenue rise, alongside a Zacks Rank #1 (Strong Buy) rating. With valuation metrics suggesting Archrock was trading at a discount to its industry ahead of that report, the company’s stronger earnings outlook and analyst optimism highlighted a potential reappraisal of its longer-term compression-focused business model. Now we’ll examine how this...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Time To Revisit Alnylam Pharmaceuticals (ALNY) After The Recent Share Price Pullback?

If you are wondering whether Alnylam Pharmaceuticals at around US$308 per share still offers value, you are not alone. This article focuses squarely on what that price could mean for long term investors. The stock has seen a 6.9% decline over the last 7 days and a 16.6% decline over the last 30 days, even though the 1 year and 5 year returns of 16.5% and 105.3% show a very different picture over longer periods. These moves sit against a backdrop of ongoing interest in RNA interference...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Valuation Check After Results Miss, Segment Reorg, Analyst Upgrades And New Bond Deal

Cencora (COR) is back in focus after a busy stretch, with quarterly results, a new segment structure, fresh bond issuance and a cluster of analyst rating changes all landing at once. See our latest analysis for Cencora. At a share price of $351.06, Cencora has recently seen a 4.0% one day decline and a softer 90 day share price return of a 3.01% decline. Its 1 year total shareholder return of 44.92% and 5 year total shareholder return of 251.63% indicate that longer term momentum has been...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Is Up 6.1% After Exclusive Grab Lidar Distribution Deal In Southeast Asia

In early February 2026, Hesai Technology announced a partnership making Grab the exclusive distributor of its lidar products across Southeast Asia, with Grab handling sales, customer support, and marketing for applications ranging from robotics to autonomous systems. This collaboration links Hesai’s lidar hardware leadership with Grab’s extensive regional network, potentially accelerating access to Physical and Embodied AI tools in Southeast Asia’s complex urban environments. Next, we’ll...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Assessing Dropbox (DBX) Valuation After Recent Share Price Weakness

Why Dropbox (DBX) is on investors’ radar Dropbox (DBX) has drawn attention after a stretch of negative share performance, with the stock showing declines over the past month, past 3 months and year, prompting fresh questions about how its current valuation stacks up. See our latest analysis for Dropbox. The recent 1 month share price return of 9.46% decline and year to date weakness suggest momentum has been fading, even though the 3 year total shareholder return of 14.51% and 5 year total...
NYSE:MMS
NYSE:MMSProfessional Services

A Look At Maximus (MMS) Valuation After A Tough Quarter And Narrowed Guidance

Maximus (MMS) is back in focus after a challenging quarter, as slower government contract awards and softer volumes pressured revenue while the company narrowed its full year 2026 guidance and continued reshaping its portfolio. See our latest analysis for Maximus. The share price reaction has been negative around these updates, with a 1 month share price return of 23.41% decline and year to date share price return of 14.76% decline, even though the 1 year total shareholder return is 11.60%...