U.S. Telecom Services and Carriers Stock News

NasdaqGS:FSLY
NasdaqGS:FSLYIT

Is It Time To Reassess Fastly (FSLY) After Its Recent Share Price Pullback

Wondering whether Fastly's recent ups and downs have left the stock overhyped or overlooked? This article focuses squarely on what you are paying for versus what you might be getting. Fastly's shares last closed at US$19.50, with sharp moves recently that include a 22.8% decline over 7 days and a 38.3% decline over 30 days, set against much stronger returns of 91.4% year to date and 155.9% over 1 year. Those swings have coincided with ongoing attention on Fastly's position in edge computing...
NYSE:LUV
NYSE:LUVAirlines

Southwest’s JD Power Win Puts Customer Experience At Center Of Valuation

Southwest Airlines (NYSE:LUV) secures the #1 spot in the JD Power 2026 North America Airline Satisfaction Study for the fifth year in a row. The airline is also recognized as an Elevate Visionary Brand for its customer experience efforts, including a mobile first approach. These awards highlight recent recognition for service quality and customer engagement that has not been the focus of earlier coverage. For investors watching NYSE:LUV, this fresh round of customer satisfaction awards...
NYSE:KVUE
NYSE:KVUEPersonal Products

Kenvue (KVUE) Net Margin Jump To 10.6% Tests Earnings Durability Narratives

Kenvue (KVUE) opened Q1 2026 with revenue of US$3,909 million and basic EPS of US$0.25, setting the tone for a results season where profitability is firmly in focus. Over recent quarters, the company has seen revenue move from US$3,662 million in Q4 2024 to US$3,741 million in Q1 2025 and then to US$3,909 million in the latest quarter. Basic EPS progressed from US$0.15 to US$0.17 and now US$0.25. For investors, the key takeaway is how these numbers feed into a higher net profit margin and...
NYSE:JOE
NYSE:JOEReal Estate

A Look At St. Joe (JOE) Valuation As P/E And DCF Send Mixed Signals

Why St. Joe is on investors’ radar today St. Joe (JOE) is drawing attention as investors reassess its real estate and hospitality focused model, with the stock recently closing at $65.05 and an indicated intrinsic discount of 44.3%. See our latest analysis for St. Joe. Recent trading shows mixed momentum, with a 7 day share price return of 0.74% set against a 90 day share price decline of 5.12%. At the same time, the 1 year total shareholder return of 47.95% and 3 year total shareholder...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Group Expands Into AI Healthcare RCM With Undervalued Shares

Carlyle Group (NasdaqGS:CG) has acquired majority stakes in Knack RCM and EqualizeRCM. The deals are part of a plan to build a new healthcare revenue cycle management platform. The platform is expected to use artificial intelligence tools across its operations. The move marks a shift toward healthcare services and recurring revenue opportunities. Carlyle Group is widely known for its global private equity and alternative asset management operations, and this step pulls the firm deeper into...
NasdaqGM:MKTW
NasdaqGM:MKTWCapital Markets

MarketWise (MKTW) Q1 Loss After Four Profitable Quarters Challenges Profitability Narratives

MarketWise (MKTW) opened 2026 with Q1 revenue of US$77.0 million and a basic EPS loss of US$0.23, compared with Q1 2025 revenue of US$83.5 million and EPS of US$0.43. This set a clear reset in the earnings run rate. Over the past year, the company has seen total revenue across reported quarters move from US$97.5 million in Q4 2024 to a range between about US$80 million and US$83 million through 2025. Quarterly EPS shifted from US$1.07 in Q4 2024 to positive figures across 2025 before slipping...
NasdaqGM:RAPP
NasdaqGM:RAPPPharmaceuticals

Rapport Therapeutics (RAPP) First Revenue Of US$20m Tests Bullish Growth Narratives

Rapport Therapeutics (RAPP) opened Q1 2026 with revenue of US$20 million, a basic EPS loss of US$0.42, and a net income loss of US$19.86 million, providing a clear snapshot of a company still in investment mode. Over the past year, the company has seen quarterly revenue move from US$0 to US$20 million, while quarterly basic EPS loss shifted between US$0.57 and US$0.75 before landing at US$0.42 in the latest quarter. This gives investors a clearer view of how top-line and per-share losses are...
NYSE:EPAM
NYSE:EPAMIT

EPAM Systems Q1 2026 Margin Compression Tests Bullish AI Growth Narrative

EPAM Systems (EPAM) opened Q1 2026 with revenue of about US$1.4 billion and basic EPS of US$1.53, while over the trailing twelve months it recorded revenue of roughly US$5.6 billion and basic EPS of US$7.01, setting a clear snapshot of its recent scale and earnings power. Over the past reported periods, revenue has moved from US$1,301.7 million in Q1 2025 to US$1,400.1 million in Q1 2026, with quarterly basic EPS ranging between US$1.29 and US$1.99 during that stretch. This gives investors a...
NasdaqCM:AKBA
NasdaqCM:AKBABiotechs

Akebia Therapeutics (AKBA) Losses Narrow To US$9.1 Million Challenging Bearish Profitability Narratives

Akebia Therapeutics (AKBA) opened Q1 2026 with total revenue of US$53.5 million and a basic EPS loss of US$0.03, alongside a quarterly net loss of US$9.1 million. On a trailing twelve month basis, revenue was US$232.4 million with a net loss of US$20.5 million and basic EPS of US$0.08. Over the last five reported quarters, the company has seen quarterly revenue range between US$46.5 million and US$62.5 million, with basic EPS moving from a profit of US$0.03 in Q1 2025 to losses such as...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy Q1 EPS Drop To US$0.52 Tests Bullish Margin Expansion Narratives

NRG Energy (NRG) has laid out a busy start to 2026, with Q1 revenue of about US$10.3b and net income of US$108m translating into EPS of US$0.52, alongside trailing twelve month revenue of roughly US$32.4b and EPS of US$0.87. The company has seen quarterly revenue move from US$6.8b in Q4 2024 to US$8.6b in Q1 2025 and then to US$10.3b in Q1 2026, while quarterly EPS shifted from US$3.09 to US$3.70 and then to US$0.52 over the same stretch, setting a mixed backdrop for the latest print. With...
NasdaqGS:GDRX
NasdaqGS:GDRXHealthcare Services

GoodRx Holdings (GDRX) Thin Q1 Profit Margins Test Bullish Earnings Growth Narratives

GoodRx Holdings (GDRX) has posted Q1 2026 revenue of US$194.0 million with basic EPS of about US$0.00, alongside trailing twelve month revenue of US$787.9 million and basic EPS of US$0.06. This gives investors a clear read on both the latest quarter and the broader run rate. Over the past year, the company has seen quarterly revenue move between US$194.0 million and US$203.1 million, while basic EPS has ranged from roughly US$0.00 to US$0.04, so the Q1 print slots into a period where earnings...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW) Margin Rebound And 84.7% Earnings Gain Test Bearish Narratives

Arrow Electronics (ARW) opened Q1 2026 with total revenue of about US$9.5b and basic EPS of US$4.58, setting a clear marker for how its core distribution and solutions business is performing as the year gets underway. Over recent quarters the company has seen revenue move from roughly US$7.3b in Q4 2024 to US$6.8b in Q1 2025 and then up to US$9.5b in Q1 2026, while quarterly basic EPS shifted from US$1.88 to US$1.53 and then to US$4.58, giving investors a concrete read on how earnings are...
NYSE:CRL
NYSE:CRLLife Sciences

Charles River Laboratories (CRL) Q1 Loss Of US$14.8m Tests Profitability Recovery Narrative

Charles River Laboratories International (CRL) opened 2026 with Q1 revenue of US$995.8 million and a basic EPS loss of US$0.30, alongside net income excluding extra items of a US$14.8 million loss, with the stock trading around US$181.68. The company has seen quarterly revenue move from US$984.2 million in Q1 2025 to just over US$1.0 billion across several recent periods, while basic EPS has swung between a profit of about US$1.11 and a much larger loss of about US$5.62. This has left margins...
NYSE:WTS
NYSE:WTSMachinery

Watts Water Technologies Q1 EPS Strength Tests Bearish Revenue Concerns

Watts Water Technologies (WTS) opened 2026 with Q1 revenue of US$677.3 million and basic EPS of US$2.97, while the trailing twelve months show total revenue of US$2.56 billion and basic EPS of US$10.94, supported by net income of US$366.4 million. The company has seen quarterly revenue move from US$558 million and EPS of US$2.21 in Q1 2025 to US$677.3 million and EPS of US$2.97 in Q1 2026. The trailing net profit margin is 14.3%, compared with 13.1% a year earlier, highlighting an earnings...
NYSE:BKSY
NYSE:BKSYProfessional Services

BlackSky Technology (BKSY) Posts Heavy Q1 Losses That Test High‑Growth Bullish Narratives

BlackSky Technology (BKSY) opened 2026 with Q1 revenue of about US$20.8 million and a loss per share of roughly US$0.82, as net income excluding extra items came in at a loss of US$29.7 million against a share price of US$32.24. Over recent quarters, the company has seen revenue move between US$19.6 million and US$35.2 million while EPS ranged from a loss of about US$0.02 to US$1.27. This sets a mixed backdrop for investors who are focused on how quickly margins might eventually firm up. See...
NYSE:U
NYSE:USoftware

Unity Software (U) Q1 Loss Surge Tests Bullish Profitability Narratives

Unity Software (U) opened Q1 2026 with revenue of US$508.2 million and a basic EPS loss of US$0.80, compared with US$435.0 million of revenue and a basic EPS loss of US$0.19 in Q1 2025, while trailing 12 month revenue sat at about US$1.9 billion and EPS at a loss of US$1.58. Over the past year, quarterly revenue has ranged from US$435.0 million to US$508.2 million and quarterly EPS losses have moved between US$0.19 and US$0.80, giving investors a clear view of the trade off between scale and...
NYSE:ABT
NYSE:ABTMedical Equipment

What Abbott Laboratories (ABT)'s New AI Cardiac Imaging, Trial Data and Share Plan Mean For Shareholders

In late April 2026, Abbott received FDA clearance for its next-generation Ultreon 3.0 AI-powered OCT imaging software, while also expanding its board to thirteen directors and adding Kevin Conroy and Paola Gonzalez following its Annual Meeting of Shareholders. Abbott simultaneously advanced its cardiovascular technology pipeline with new late-breaking trial data on pulsed field ablation and conduction system pacing devices, and registered a US$14.13 billion employee share offering shelf to...
NYSE:UGI
NYSE:UGIGas Utilities

UGI (UGI) Q2 2026 Margin Improvement Challenges Long‑Running Earnings Skepticism

UGI (UGI) has just posted Q2 2026 results that put the spotlight firmly on its income statement, with revenue of about US$2.7b and basic EPS of US$2.42, while trailing twelve month revenue sits at US$7.4b and EPS at US$2.98. Over the past few quarters, revenue has ranged from US$1.2b in Q4 2024 to around US$2.7b in Q2 2026, with quarterly EPS moving from a loss of US$1.27 in Q4 2024 to a gain of US$2.42 most recently, and trailing twelve month net income reaching US$641m. For investors, the...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Rethinks Bitcoin Roots With Global AI Cloud And NVIDIA Backing

IREN (NasdaqGS:IREN) has agreed a partnership with NVIDIA to deploy up to 5GW of AI infrastructure globally, with NVIDIA holding a right to invest up to $2.1b. The company announced the $625m acquisition of cloud software provider Mirantis to support delivery of integrated AI cloud solutions. IREN also acquired Spain based Nostrum Group, adding nearly 500MW of grid connected capacity and marking its entry into Europe. For investors tracking NasdaqGS:IREN, the company is shifting from a pure...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Insulet (PODD) Margin Compression Challenges Bullish Growth Narratives After Q1 2026 Results

Insulet (PODD) opened 2026 with Q1 revenue of US$761.7 million and basic EPS of US$1.30, while trailing twelve month revenue sat at about US$2.9 billion with basic EPS of US$4.31. This gives investors a clear view of both the quarterly print and the recent run rate. Over the last six reported quarters, revenue has moved from US$569 million in Q1 2025 to US$761.7 million in Q1 2026, with quarterly basic EPS ranging between US$0.32 and US$1.44 over that stretch. With trailing net profit margin...
NasdaqCM:HDSN
NasdaqCM:HDSNTrade Distributors

Hudson Technologies (HDSN) Margin Compression Challenges Bullish Refrigerant Earnings Narrative

Hudson Technologies (HDSN) has opened 2026 with Q1 revenue of US$60.2 million and basic EPS of US$0.01, alongside trailing twelve month revenue of US$251.4 million and EPS of US$0.33. Over the last year, the company has seen quarterly revenue move from US$55.3 million in Q1 2025 to US$60.2 million in Q1 2026, while basic EPS shifted from US$0.06 to US$0.01. This sets up a mixed read on earnings momentum as investors focus on how margins are holding up across the refrigerant cycle. See our...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Expands Space And Defense Role With New Deals And Acquisition

Rocket Lab (NasdaqCM:RKLB) agreed to acquire Motiv Space Systems, expanding its capabilities in space robotics and planetary systems. The company announced a new multi launch agreement covering both its Neutron and Electron rockets, described as the largest launch contract in its history. Rocket Lab was selected by Raytheon and Anduril to support hypersonic and missile defense projects, adding new work in national security space and defense technology. For investors tracking space and...
NYSE:T
NYSE:TTelecom

Is AT&T (T) Offering An Opportunity After Recent Share Price Weakness?

Wondering whether AT&T's current share price reflects its real worth, or if the market is mispricing this telecom heavyweight? AT&T's stock last closed at US$25.26, with returns of a 3.3% decline over 7 days, a 9.9% decline over 30 days, 2.9% year to date, a 4.0% decline over 1 year, 75.2% over 3 years and 39.2% over 5 years. This gives you a mixed picture of recent and longer term performance. Recent headlines around AT&T have kept investor attention on the stock, including ongoing...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tire & Rubber (GT) Q1 Loss Deepens Trailing US$2.1b Deficit And Tests Bullish Narratives

Goodyear Tire & Rubber (GT) has just posted Q1 2026 results with revenue of US$3,881 million and a basic EPS loss of US$0.86, alongside trailing 12 month EPS of US$7.23 in losses on revenue of US$17.9 billion that keeps the business in negative territory. Over recent quarters, revenue has moved between US$4,253 million in Q1 2025 and US$4,917 million in Q4 2025 while basic EPS has swung from a profit of US$0.40 in Q1 2025 to a large loss of US$7.62 in Q3 2025 and back to a loss of US$0.86 in...