U.S. Telecom Services and Carriers Stock News

In early May 2026, BigBear.ai Holdings, Inc. reported first-quarter 2026 results showing relatively flat revenue at US$34.44 million, a smaller net loss of US$56.76 million, sharply higher gross margins, and a 14% sequential backlog increase driven by a classified US$53 million intelligence community contract. The company also reaffirmed its full-year 2026 revenue guidance of US$135 million to US$165 million and highlighted growing contributions from higher-margin generative AI platforms...

S&P Global (SPGI) is moving ahead with a planned separation of its Mobility division by filing a Form 10 with the SEC for Mobility Global Inc. This step can reshape the stock’s risk and business mix. See our latest analysis for S&P Global. The latest Form 10 filing and Mobility separation plan come after a period where momentum has cooled, with a 1-day share price return of 1.21% at US$428.68 but a year to date share price return of negative 16.38%. The 3 year total shareholder return of...

Talen Energy reported past first-quarter 2026 results showing sales of US$1,241 million and revenue of US$1,129 million, with net income of US$63 million marking a shift from a loss a year earlier, alongside continued share repurchases and progress on financing its Cornerstone power plant acquisition. Beyond the headline profit swing, the company is pairing large-scale debt-funded capacity additions with a long-term nuclear power supply agreement to Amazon Web Services that could...

Recent trading in BlackLine (BL) has drawn attention after a 5.5% daily gain, which contrasts with weaker returns over the past month and past three months. This performance is prompting a closer look at what current prices may reflect. See our latest analysis for BlackLine. At a share price of $31.17, the recent 5.5% one day move sits against a weaker backdrop, with a 30 day share price return of 11.65% decline and a 1 year total shareholder return of 41.14% decline, which suggests recent...

In April 2026, a lawsuit was filed against Kinder Morgan and several pipeline subsidiaries after a Jackson County, Texas pipeline explosion allegedly left worker Orlando Cantu with severe injuries, prompting a court-ordered preservation of the explosion site for expert inspection. The case places Kinder Morgan’s safety practices and maintenance of its extensive pipeline network under legal scrutiny, raising questions about operational risk and potential financial exposure. We’ll now...

Geron Corporation has already reported first-quarter 2026 results, with revenue rising to US$51.84 million from US$39.6 million and net loss narrowing to US$3.64 million from US$19.84 million a year earlier, while also outlining upcoming May investor conference presentations on its blood cancer programs. The sharp reduction in quarterly net loss and loss per share, achieved alongside higher revenue, highlights how Geron’s commercial ramp is affecting its income statement. We’ll now examine...

Lincoln National (LNC) kicked off Q1 2026 with revenue of US$5.3 billion and a basic EPS loss of US$1.10, as net income excluding extra items came in at a loss of US$201 million against a growing trailing twelve month earnings base. Over the last year, the company has seen trailing twelve month revenue move from US$18.0 billion to US$18.9 billion, while trailing basic EPS shifted from US$6.06 to US$8.69 and net income excluding extra items moved from US$1.0 billion to US$1.6 billion. In this...

Encore Capital Group (ECPG) opened Q1 2026 with total revenue of US$475.4 million and basic EPS of US$3.97, while trailing 12 month EPS sat at US$13.05 on revenue of US$1.9 billion. This provides a clear snapshot of both the latest quarter and the broader run rate. Over the past five quarters, the company has seen revenue move from US$265.6 million in Q4 2024 to US$392.8 million in Q1 2025 and then to US$475.4 million in Q1 2026. Quarterly basic EPS shifted from a loss of US$9.42 in Q4 2024...

Celsius Holdings (CELH) has put up a busy start to 2026, reporting Q1 revenue of US$782.6 million and basic EPS of US$0.33, alongside trailing twelve month revenue of US$3.0 billion and EPS of US$0.44. Over recent quarters the company has seen revenue move from US$332.2 million in Q4 2024 to between roughly US$329.3 million and US$739.3 million through 2025, while EPS has ranged from a loss of US$0.27 per share in Q3 2025 to US$0.35 per share in Q2 2025. With trailing net profit margins at...

Pagaya Technologies (PGY) opened Q1 2026 with revenue of US$317.9 million and basic EPS of US$0.30, setting a clear marker for how its earnings engine is running right now. The company reported revenue of US$289.9 million and EPS of US$0.10 in Q1 2025 and US$334.8 million and EPS of US$0.40 in Q4 2025. This gives a clear view of how the top and bottom line have tracked into the current quarter, while net income of US$24.7 million keeps the focus firmly on margins. See our full analysis for...

If you are wondering whether Cummins at around US$682.88 is still offering value after a strong run, this article focuses squarely on what the current price might be implying. The stock has posted returns of 1.8% over the last 7 days, 22.6% over the last 30 days, 30.8% year to date, 127.0% over 1 year, 237.0% over 3 years and 192.6% over 5 years, which naturally raises questions about what is already priced in. Recent coverage has highlighted Cummins as a key player in capital goods, with...

Aon (AON) is back in focus after reporting Q1 2026 results that exceeded expectations, reaffirming guidance and highlighting commercial risk strength, AI driven tools, active buybacks, and disciplined capital deployment. See our latest analysis for Aon. Aon’s latest Q1 beat and active buyback have come against a softer share price backdrop. The 90 day share price return shows an 8.32% decline and the 1 year total shareholder return shows an 11.39% decline, suggesting recent momentum has faded...

In recent months, Penguin Solutions reported stronger quarterly results, raised its fiscal 2026 net sales growth outlook on AI-related demand, and saw insider share sales executed under pre-arranged Rule 10b5-1 plans. These developments highlight a company benefiting from AI infrastructure momentum while still contending with weaker long-term revenue trends, thinner margins, and mixed analyst views on its prospects relative to peers. With Penguin lifting its growth outlook on robust AI...

agilon health (AGL) opened 2026 with Q1 revenue of US$1.4b and basic EPS of US$1.80, alongside net income from continuing operations of about US$10.9m and earnings from discontinued operations of US$19m. The company has seen quarterly revenue fluctuate around the US$1.4b to US$1.6b range since early 2024, while trailing 12 month EPS sits at a loss of US$22.53 on net income from continuing operations of US$373.5m. This puts the spotlight firmly on how sustainably these latest margins have been...

Vanda Pharmaceuticals (VNDA) opened Q1 2026 with total revenue of US$51.7 million and a basic EPS loss of US$0.82, while the trailing twelve months show revenue of US$217.8 million and a basic EPS loss of US$4.05. Over recent quarters the company has seen revenue move in a tight band between US$50.0 million and US$57.2 million and quarterly basic EPS losses range from US$0.08 to US$2.39. The latest figures fit into a pattern of steady sales alongside widening losses at the bottom line. For...

Rigetti Computing (RGTI) is back in focus after launching its 108-qubit Cepheus-1-108Q system on its own cloud and Amazon Braket, and investors are watching upcoming earnings for signs of commercial traction. See our latest analysis for Rigetti Computing. The recent launch of Cepheus-1-108Q and growing earnings expectations sit against a mixed price picture, with a 32.51% 1 month share price return but a 22.29% year to date share price decline. At the same time, the 1 year total shareholder...

ANI Pharmaceuticals, Inc. reported its Q1 2026 results and hosted its earnings call on May 8, 2026, after pre-announcing the timing in April. Analysts had expected earnings per share of US$1.28 and modest year-on-year revenue growth, with recent upward estimate revisions adding to attention on the quarter. We’ll now examine how the upcoming Q1 2026 earnings release and recent estimate revisions might influence ANI Pharmaceuticals’ investment narrative. We've uncovered the 12 dividend...

Starwood Property Trust (STWD) is back in focus after announcing a US$400 million share buyback and maintaining its quarterly dividend, even as tighter coverage follows a recent dilutive acquisition and sector wide headwinds. See our latest analysis for Starwood Property Trust. The share price is at US$18.05, with a 4.58% 1 month share price return contrasting with a small decline year to date, while the 1 year total shareholder return of 5.02% and 3 year total shareholder return of 48.81%...

Stryker (SYK) is back in focus after a March 2026 cyberattack disrupted operations and contributed to missed first quarter revenue and earnings expectations, even as management reiterated full year guidance and recovery plans. See our latest analysis for Stryker. The share price has pulled back to $294.23, with a 30 day share price return of 11.4% and a year to date share price return showing a 15.49% decline. The 5 year total shareholder return of 25.01% contrasts with the weaker 1 year...

Wondering if Federal Home Loan Mortgage at around US$7.14 is a bargain or already pricing in the key positives? This article breaks down what the current price might be implying about the stock. The stock has returned 0.6% over the last week and 26.4% over the past month, while the year-to-date return is a 31.0% decline and the 1-year return sits at 31.7%. Over the past 3 years the share price move has been very large relative to the starting point, and the 5-year return of 243.3% means...

Essential Utilities (WTRG) opened 2026 with Q1 revenue of US$861.8 million and basic EPS of US$0.79, against a backdrop where trailing 12 month revenue stood at about US$2.6 billion and EPS was US$1.97, alongside a clear step down in earnings over the most recent year. The company has seen quarterly revenue move from US$783.6 million in Q1 2025 to US$861.8 million in Q1 2026, while basic EPS shifted from US$1.03 to US$0.79 over the same period, presenting a picture in which investors are...

Why Palladyne AI stock is back in focus Palladyne AI (PDYN) has drawn fresh attention after reaffirming its 2026 revenue outlook of US$24 million to US$27 million and reporting first quarter 2026 results, including sales of US$3.54 million and a net loss of US$12.61 million. See our latest analysis for Palladyne AI. The reaffirmed 2026 guidance and first quarter revenue update come after a mixed price pattern, with a 1-day share price return of 4.8% decline, a 90-day share price return of...

Q1 2026 results set the stage Sturm Ruger (RGR) has opened 2026 with Q1 revenue of US$141.4 million and basic EPS of roughly US$0.01, against a backdrop where the trailing twelve months show a basic EPS loss of US$0.75 on revenue of US$551.7 million. The company has seen quarterly revenue range from US$126.8 million to US$151.1 million over the past year, while basic EPS has swung from a profit of US$0.63 in late 2024 to a quarterly loss of US$1.05 in 2025 and back to a small profit in Q1...

Regal Rexnord (RRX) opened Q1 2026 with total revenue of US$1.48 billion, basic EPS of US$0.97 and net income of US$64.3 million, setting the tone for how the business is starting the year. Over the past year, the company has seen revenue move from US$6.03 billion to US$6.00 billion on a trailing basis while trailing EPS has shifted from US$2.95 to US$4.32 and net income from US$196.2 million to US$286.5 million, giving investors a clearer read on how earnings are tracking against a...