U.S. Telecom Services and Carriers Stock News

In late February 2026, Photronics reported another earnings beat with fiscal first-quarter 2026 revenue of about US$225.1 million and non-GAAP earnings of US$0.61 per share, alongside guidance for second-quarter revenue between US$212 million and US$220 million and earnings of US$0.49 to US$0.55 per share. This performance included record high-end integrated circuit revenue for the second consecutive quarter, supported by ongoing facility expansions in the US and Korea aimed at diversifying...

FirstEnergy Corp. has reported its 2025 results, with revenue rising to US$15.09 billion and net income reaching US$1.02 billion, alongside modestly higher earnings per share from continuing operations. At the same time, the company unveiled its Energize365 program, a US$36 billion capital plan for 2026–2030 that heavily prioritizes transmission upgrades and grid resilience, aiming to support long-term value creation. Next, we'll examine how this expanded US$36 billion Energize365 investment...

In late February 2026, Permian Resources Corporation reported fourth‑quarter 2025 results showing higher production across oil, NGLs, and natural gas, alongside net income of US$339.51 million and quarterly diluted EPS of US$0.45. The company coupled record operational performance and an earnings beat with a 7% increase in its quarterly base dividend to US$0.16 per share, highlighting an emphasis on cost efficiency, acquisitions, and cash returns despite softer revenue. Next, we’ll examine...

In February 2026, Select Water Solutions, Inc. completed a US$175.0 million follow-on offering of 13,725,491 Class A shares at US$12.75 each under a new universal shelf registration, adding to its previously authorized but unused 2024 buyback program and prior completed repurchases. The company has indicated that the fresh equity capital will support general corporate purposes, including expanding its water infrastructure portfolio, potential acquisitions, and possible debt reduction,...

LGI Homes recently announced the past grand opening of Meadow Brook, a 53-home community in Puyallup, Washington, offering three- to five-bedroom single-family and duplex homes with its CompleteHome Plus package and convenient access to nearby Tacoma amenities. The project not only widens LGI Homes’ footprint in the greater Seattle area but also showcases its focus on move-in-ready, upgraded homes in supply-constrained, high-demand markets. We’ll now examine how this expansion of LGI Homes’...

In February 2026, Rogers Corporation reported full-year 2025 results showing sales of US$810.8 million versus US$830.1 million a year earlier and a net loss of US$61.8 million, alongside first-quarter 2026 sales guidance of US$193 million to US$208 million. The company also disclosed that it has completed a long-running buyback program, repurchasing 2,120,103 shares, or 11.48% of its share count, for US$147.44 million since 2015, which may influence how investors weigh recent losses against...

Sila Realty Trust, Inc. reported past fourth-quarter and full-year 2025 results showing higher revenue of US$50.7 million for the quarter and US$197.54 million for the year, but lower net income of US$5.02 million and US$33.12 million respectively, while funds from operations reached US$30.4 million in Q4 and US$120.9 million for 2025. Alongside these earnings, the board approved a US$0.40 per-share quarterly dividend and highlighted high occupancy, strong lease retention, and active...

Claritev Corporation recently reported past fourth-quarter 2025 sales of US$246.55 million and a net loss of US$80.57 million, alongside full-year 2025 sales of US$965.41 million and a net loss of US$284.28 million, and announced a new share repurchase program of up to US$75 million running through 2030. While the company remains loss-making, the year-on-year reduction in losses and the commitment to buying back shares suggest management is focused on improving financial discipline and...

Perdoceo Education (PRDO) drew fresh attention after reporting fourth quarter and full year 2025 earnings, issuing new 2026 guidance, and affirming its quarterly dividend, giving investors several data points to reassess the stock. See our latest analysis for Perdoceo Education. The recent earnings, 2026 guidance and dividend affirmation come after a period of steady share price strength, with a 90 day share price return of 19.83% and a 1 year total shareholder return of 32.10% supporting a...

Without a specific news announcement driving attention today, United Community Banks (UCB) still offers investors concrete data points to consider, including recent share performance, profitability metrics, and value-focused scores. See our latest analysis for United Community Banks. At a share price of $32.17, United Community Banks has seen a 6.56% 1 month share price decline, while its 90 day share price return of 3.91% and 1 year total shareholder return of 3.10% point to relatively...

Glaukos (GKOS) is back in focus after its fourth quarter 2025 report paired strong sales figures with a sizeable impairment charge, followed shortly by fresh 2026 sales guidance and a new ESOP related shelf registration. See our latest analysis for Glaukos. The recent impairment charge and ESOP related shelf registration come against a backdrop of steady share price gains, with a 90 day share price return of 13.28% and a very large 3 year total shareholder return of 139.03%. This suggests...

Xeris Biopharma recently filed a Hatch-Waxman patent infringement lawsuit in the US District Court for the District of New Jersey against Torrent Pharmaceuticals and Somerset Therapeutics, seeking to block generic versions of its Cushing’s syndrome therapy Recorlev until its patents expire in March 2040. This legal move highlights how central Recorlev’s intellectual property protection is to Xeris’s long-term product exclusivity and potential revenue longevity in its endocrine...

Why Sealed Air is on investors’ radar today Sealed Air (SEE) is back in focus after recent trading left the shares around $41.88, prompting investors to reassess how its packaging business and current valuation line up with their expectations. See our latest analysis for Sealed Air. While the 1-day and 7-day share price returns are slightly negative, Sealed Air’s 1-year total shareholder return of 25.46% contrasts with weaker 3-year and modest 5-year total shareholder returns, which suggests...

Greif stock moves and recent performance snapshot Greif (GEF) has attracted fresh attention after a period of mixed short term returns, including a 0.1% one day slip and a 2.6% decline over the past week, alongside positive longer term performance. With the shares last closing at US$72.67 and total return figures of 3% over the past month and 9.4% over the past 3 months, investors are reassessing how this industrial packaging company fits into their portfolios. See our latest analysis for...

EyePoint, Inc. recently appointed Michael Campbell as Chief Commercial Officer, giving him responsibility for commercial strategy and launch preparation for DURAVYU, its Phase 3 retinal disease candidate. The hire brings in a leader who helped shape the commercial playbooks behind Lucentis, Xiidra, Beovu and Tyrvaya, directly relevant to DURAVYU’s target markets. We’ll now examine how adding a veteran ophthalmology launch executive to oversee DURAVYU’s commercialization may influence...

Emerson Electric (EMR) is back on investors’ radar after its Q1 2026 earnings report and a higher full year EPS forecast, with management pointing to electrification and nearshoring as key demand drivers. See our latest analysis for Emerson Electric. The Q1 earnings beat and raised EPS guidance arrived after a strong run, with a 90 day share price return of 14.26% and a 1 year total shareholder return of 26.02%, suggesting momentum has been building over both shorter and longer periods. If...

ATRenew (RERE) is back in focus after recent coverage highlighted revenue growth of 22% and earnings expanding more than fourfold, as investors look ahead to its March 11, 2026 unaudited 2025 results release. See our latest analysis for ATRenew. That backdrop helps explain why investor sentiment has shifted, with a 90 day share price return of 26.42% and a 1 year total shareholder return of 104.59%. This comes even though the latest 1 day move was a 3.34% share price decline to US$5.79,...

Omnicell has recently accelerated its shift from hardware-focused sales toward software and services, including acquiring ANiGENT in October 2025 to broaden its drug diversion detection capabilities and recurring revenue base. This pivot toward subscription-like revenue streams is prompting investors to reassess Omnicell less as a traditional equipment maker and more as a healthcare IT provider, with different expectations for growth, risk and valuation. Next, we’ll examine how Omnicell’s...

In Q4 2025, Harbor Capital Advisors' Mid Cap Value Fund disclosed that it had initiated a new position in EnerSys, citing improving operating margins, sales growth, strong cash flow, ongoing share buybacks, and regular dividend payments as key reasons for the investment. The fund also ranked EnerSys in the top 5% of its evaluation universe, highlighting how the company’s combination of operating momentum and capital returns screens well against a broad mid-cap peer group. Next, we’ll examine...

Recent commentary around MGM Resorts International (MGM) has focused on its aggressive share repurchases, the expanding BetMGM digital gaming footprint, and a series of catalysts that include asset sales, the Las Vegas recovery, and the planned Osaka integrated resort. See our latest analysis for MGM Resorts International. At a share price of $36.86, MGM’s recent 30 day share price return of 9.90% contrasts with a 1 year total shareholder return of 6.04% and a 3 year total shareholder loss of...

Valley National Bancorp (VLY) shares dropped 6.2% as hotter inflation data and growing credit risk worries pressured regional lenders, even though the bank confirmed regular dividends and a new share repurchase authorization. See our latest analysis for Valley National Bancorp. Despite the latest 5.7% one day share price decline to US$12.61, Valley National Bancorp’s 90 day share price return of 9.8% and 1 year total shareholder return of 34.0% suggest momentum has generally been positive...

Arcosa (ACA) is back on investors’ radar after a recent share pullback over the past week and month, drawing attention to how its infrastructure focused business and current valuation metrics stack up today. See our latest analysis for Arcosa. The sharp 1 day share price decline of 15.7% and 7 day share price return of 14.9% sit against a 1 year total shareholder return of 28.42% and 5 year total shareholder return of 84.39%. This suggests recent momentum has cooled after a strong multi year...

In February 2026, Ladder Capital Corp. announced it had secured US$675 million in new unsecured capital commitments, expanding its unsecured revolving credit facility to US$1.25 billion and adding a US$275 million unsecured delayed draw term loan priced at 140 basis points over SOFR. This package of same-day liquidity at 125 basis points over SOFR and long-dated funding to 2030 materially strengthens Ladder’s funding flexibility and duration profile. Next, we’ll examine how this expanded...

Fourth quarter earnings and capital returns in focus OneSpaWorld Holdings (OSW) reported its fourth quarter and full year 2025 results, with higher revenue and slightly lower net income, alongside fresh revenue guidance, a quarterly dividend, increased impairments and a completed share buyback tranche. See our latest analysis for OneSpaWorld Holdings. The earnings release, dividend affirmation and completed share buyback came after a choppy period for the share price, with a 1 month share...