U.S. Telecom Services and Carriers Stock News

NYSE:GEL
NYSE:GELOil and Gas

Genesis Energy (GEL) Returns To Quarterly Profit As Loss Narratives Face New Test

Genesis Energy (GEL) has just wrapped up FY 2025 with fourth quarter revenue of US$440.8 million and basic EPS of US$0.04, alongside net income of US$5.0 million. Trailing 12 month figures show revenue of US$1.6 billion and a basic EPS loss of US$0.73. The company has seen quarterly revenue move from US$725.6 million in Q4 2024 to US$440.8 million in Q4 2025, with EPS shifting from a loss of US$0.58 per share to a small profit of US$0.04 per share over that period. Overall, the latest print...
NYSE:XYZ
NYSE:XYZDiversified Financial

Is Block’s (SQ) AI-Led Product Push Offsetting the Signal from Its 10% Job Cuts?

In recent days, reports emerged that Block, Inc. is preparing to cut up to 10% of its workforce as part of annual performance reviews, while continuing to roll out new products across Cash App and Square, including AI tools, payment links, expanded credit scoring and low-fee Bitcoin features. At the same time, Square has launched its free Square AI assistant in the UK to help small businesses turn their own data into practical, conversational insights, underscoring Block’s push to pair cost...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Zebra Technologies (ZBRA) Margin Compression To 7.8% Reinforces Bearish Profitability Narratives

Zebra Technologies (ZBRA) has wrapped up FY 2025 with fourth quarter revenue of US$1,475 million and basic EPS of US$1.39. Trailing 12 month figures show total revenue of US$5.4 billion and basic EPS of US$8.24. Over the past six reported quarters, revenue has ranged from US$1,255 million to US$1,475 million and quarterly basic EPS has moved between US$1.39 and US$3.16. This gives investors a clear view of how sales and per share earnings have tracked alongside a trailing net margin that has...
NYSE:FVRR
NYSE:FVRRProfessional Services

A Look At Fiverr International (FVRR) Valuation After Share Price Drop And Earnings Expectations

Fiverr International (FVRR) is back in focus after a 6.78% share price decline, with attention shifting to its February 18, 2026 earnings report and expectations for year over year EPS growth. See our latest analysis for Fiverr International. That recent 6.78% drop sits within a weaker trend, with a 30 day share price return of 17.01% and a 1 year total shareholder return decline of 57.01%, pointing to fading momentum as earnings expectations move into focus. If Fiverr’s swings have you...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE) Valuation Check After Strong Long Term Shareholder Returns

General Electric (GE) shares trade around $315.41, following a mixed recent run that includes a small 1-day gain, a decline over the past week and month, and a positive performance over the past 3 months and 1 year. See our latest analysis for General Electric. That mixed short term share price performance sits against very strong long term total shareholder returns, with a 1 year total shareholder return of 52.31% and a very large 3 year gain that suggests momentum has been building over...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

How Investors Are Reacting To Tractor Supply (TSCO) Dividend Hike And Sonia Syngal’s Board Appointment

Tractor Supply Company recently increased its annual dividend by US$0.04 to US$0.96 per share for 2026, its 17th consecutive yearly raise, and added former Gap Inc. CEO Sonia Syngal as an independent director, expanding the Board to 10 members. The combination of a long-running pattern of dividend growth and Syngal’s deep retail and supply chain expertise could meaningfully shape how Tractor Supply balances shareholder returns with operational priorities. We’ll now explore how the latest...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Net Margin Steady At 10.4% Reinforces Profitability Narratives

PG&E (PCG) closed out FY 2025 with fourth quarter revenue of US$6.8 billion, basic EPS of US$0.29 and net income of US$642 million, capping a trailing 12 month run of US$24.9 billion in revenue, EPS of US$1.18 and net income of US$2.6 billion. Over the past few quarters, the company has seen revenue move from US$6.0 billion in Q1 2025 to US$6.8 billion in Q4, alongside quarterly EPS ranging between US$0.24 and US$0.37. Trailing net margin sits at 10.4% versus 10.1% a year earlier, giving...
NYSE:AMH
NYSE:AMHResidential REITs

Assessing American Homes 4 Rent (AMH) Valuation After Recent Soft Momentum And Modest Long Term Returns

Understanding American Homes 4 Rent’s recent performance snapshot American Homes 4 Rent (AMH) has recently drawn investor interest after a period where the share price showed a small gain over the past month, alongside a modest decline over the past 3 months. At a last close of US$31.62, AMH sits against a 1 year total return of a 7.0% decline, while the 3 year total return stands at 3.9% and the 5 year total return at 13.8%. See our latest analysis for American Homes 4 Rent. Recent share...
NYSE:SGHC
NYSE:SGHCHospitality

Does Super Group (SGHC) Offer Value After Recent Share Price Weakness?

If you are wondering whether Super Group (SGHC) is priced attractively right now, the key question is how its current share price compares to what the underlying business might be worth. The stock last closed at US$8.96, with a 1.6% decline over 7 days, a 9.8% decline over 30 days, a 23.0% decline year to date, a 12.3% gain over the past year and a 150.9% return over three years. Recent moves in the share price sit against an ongoing effort by the company to build its profile as a listed...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Does AeroVironment's (AVAV) Airport Laser Test Reframe Its Counter-Drone Role at Critical Infrastructure?

Recently, AeroVironment’s LOCUST counter-drone laser system was deployed by the U.S. Army near El Paso International Airport, leading to a seven-hour airspace shutdown and raising questions about how such directed-energy defenses interact with commercial aviation safety. This real-world use of LOCUST at a major transportation hub highlights AeroVironment’s growing role in counter-drone and border security missions, placing its advanced technologies under intense public and policymaker...
NYSE:FOR
NYSE:FORReal Estate

How Forestar’s Rising Spotlight As a Housing Land Pure Play At Forestar Group (FOR) Has Changed Its Investment Story

In recent days, Forestar Group, the D.R. Horton–controlled residential land developer, has drawn increased investor attention as a pure-play way to access U.S. housing-related land assets, even as its lot sales have fallen an average 26.8% over the past two years and cash burn has raised sustainability questions. This renewed focus highlights a tension between Forestar’s appeal as a “boring but powerful” housing-cycle exposure and investor concerns over weaker demand, stagnant returns on...
NYSE:MSC
NYSE:MSCHospitality

Studio City International Holdings (NYSE:MSC) Loss Reduction Trend Tests Bearish Narratives After Q3 Results

Studio City International Holdings (NYSE:MSC) has just reported third quarter FY 2025 results, posting revenue of US$182.5 million with a basic EPS loss of US$0.10, while trailing 12 month revenue sits at US$687.1 million against a full year EPS loss of US$0.34. Over recent quarters, revenue has moved from US$161.5 million in Q2 2024 to US$152.9 million in Q4 2024, then to US$161.7 million in Q1 2025, US$190.1 million in Q2 2025 and US$182.5 million in Q3 2025, with EPS losses ranging between...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion Record 2025 Results Test Growth Versus Margin Trade Off

Trupanion reported record results for 2025, with subscription revenue and subscription operating margins reaching new highs. The company plans to roll out a lower priced pet insurance product in response to ongoing veterinary cost inflation. Retention rates have improved, supported by pricing and communication efforts, and Trupanion has received Stevie Awards recognition for its customer service. Trupanion continues to invest in technology and initiatives such as Landspath to support growth...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation As Analyst Downgrades Meet Earnings Uncertainty

Recent analyst moves around Nutanix (NTNX), including reduced targets and a Zacks Rank of #4 (Sell), have sharpened attention on the stock ahead of an earnings report that is expected to show EPS pressure alongside revenue growth. See our latest analysis for Nutanix. That backdrop of cautious analyst sentiment and Nutanix’s partnerships, such as Ark Data Centers earning top-tier partner status, comes after a sharp reset in the share price, with a 30 day share price return of 18.82% and a 1...
NYSE:DOV
NYSE:DOVMachinery

Is Dover (DOV) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Dover's current share price still offers value, this article will walk through the numbers in a clear, grounded way so you can judge for yourself. With the stock at US$231.63, recent returns of 3.6% over 7 days, 13.4% over 30 days, 18.3% year to date, 15.8% over 1 year, 54.7% over 3 years and 102.1% over 5 years give useful context for how the market has been pricing Dover recently. Recent news coverage around Dover has focused on its positioning within the...
NYSE:CPS
NYSE:CPSAuto Components

Cooper Standard (CPS) Returns To Q4 Profit And Tests Turnaround Narratives

Cooper-Standard Holdings (CPS) closed out FY 2025 with Q4 revenue of US$672.4 million and basic EPS of US$0.19, alongside net income of US$3.3 million excluding extra items. The company has seen quarterly revenue move from US$660.8 million in Q4 2024 to a range of US$667.1 million to US$706.0 million through FY 2025, while basic EPS has swung between a loss of US$0.43 in Q3 and a profit of US$0.19 in Q4, highlighting a story that focuses on how consistently those thin margins can be...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...
NasdaqGS:STX
NasdaqGS:STXTech

Is It Too Late To Consider Seagate Technology Holdings (STX) After A 328% One-Year Rally?

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its strong run, this article will walk through what the numbers say about the stock's value. At a last close of US$425.99, the stock has seen a 36.4% gain over the past 30 days, alongside a 48.1% return year to date and a very large 1 year return of 328.0%. These changes can influence how investors think about both upside and risk. These moves have come as investors react to ongoing developments around...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Assessing Powell Industries (POWL) Valuation After Strong Earnings, Backlog Momentum And Dividend Increase

Powell Industries (POWL) is back in focus after reporting first quarter earnings, with sales of US$251.18 million, higher net income of US$41.39 million, and a modest increase in its quarterly dividend. See our latest analysis for Powell Industries. The earnings update and dividend increase come on top of strong recent momentum, with a 45.8% 30 day share price return, a 65.97% year to date share price return, and a 175.47% 1 year total shareholder return. This suggests investors have been...
NYSE:BNT
NYSE:BNTInsurance

Brookfield Wealth Solutions (BNT) Margin Compression Challenges Bullish Earnings Growth Narrative

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Regulatory Scrutiny And New OA Approvals Reframe Zoetis Risk Profile

Regulators are increasing scrutiny of Zoetis' monoclonal antibody pain therapies, including Librela, leading to updated FDA safety warnings. At the same time, Zoetis has received approvals for new osteoarthritis pain drugs, Lenivia and Portela, expanding its pet pain management portfolio. These parallel developments highlight a shift in the company’s risk profile and opportunity set in companion animal health. For investors tracking Zoetis, ticker NYSE:ZTS, the stock sits at $126.65 with a...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

A Look At NeoGenomics (NEO) Valuation After The Launch Of PanTracer Pro In Precision Oncology

NeoGenomics (NEO) has launched PanTracer Pro, a new molecular testing solution that combines comprehensive genomic profiling with diagnosis-directed assays for advanced solid tumors. The solution is designed to streamline biomarker assessment and support quicker, informed treatment decisions. See our latest analysis for NeoGenomics. The launch of PanTracer Pro comes as NeoGenomics' share price sits at US$11.38. This follows a 30 day share price return decline of 13.92%, contrasting with a...
NYSE:TYL
NYSE:TYLSoftware

Tyler Expands Courts Portfolio With For The Record Deal And AI Push

Tyler Technologies (NYSE:TYL) announced the acquisition of For The Record, a company focused on digital court recording solutions. The company is rolling out early access to embedded AI features across its product set for interested clients. Tyler also introduced a new share repurchase program of up to US$1b. Tyler Technologies focuses on software and services for public sector clients, including courts, justice systems and local governments. By adding For The Record, the company is...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is It Too Late To Consider Halozyme Therapeutics (HALO) After A 36% One Year Gain?

If you are wondering whether Halozyme Therapeutics at around US$79.44 is still attractively priced or starting to look expensive, this article takes a closer look at what the current market price might be implying. Over shorter horizons the stock has been mixed, with a 2.2% decline over the last 7 days, an 8.9% return over 30 days, a 13.0% return year to date, and a 36.3% return over 1 year. The 3 year and 5 year returns sit at 58.8% and 59.9% respectively. Recent interest in Halozyme...