U.S. Telecom Services and Carriers Stock News

In December 2025, ACADIA Pharmaceuticals reported that the FDA had approved DAYBUE STIX, a dye- and preservative-free powder formulation of trofinetide, for treating Rett syndrome in patients aged two and older, based on bioequivalence to the existing oral solution. This new formulation, expected to launch in limited quantities in early 2026 while the original oral solution remains available, broadens dosing flexibility and taste options that could be important for long-term treatment...

Emerson Electric (EMR) is back in focus as investors connect its industrial IoT and automation portfolio with accelerating demand for smarter cold chain monitoring across pharmaceuticals, biologics, and perishable foods, where reliability and compliance really matter. See our latest analysis for Emerson Electric. That backdrop helps explain why investors have kept bidding Emerson higher, with an 11.6% year to date share price return and a robust 5 year total shareholder return near 90%,...

Blackbaud (BLKB) has quietly put up a mixed scorecard for shareholders, with the stock up about 15 % over the past month but still down roughly 17 % over the past year. See our latest analysis for Blackbaud. That sharp 30 day share price return of about 15 % looks more like a short term reset than a full trend change. This is especially the case with the year long total shareholder return still clearly negative and the longer term record only modestly positive. If Blackbaud has you watching...

GXO Logistics has announced a series of leadership changes, including appointing Karen Bomber as Chief Commercial Officer and Bart Beeks as Chief Operating Officer effective in early 2026, alongside a transition from Brad Jacobs to Patrick Byrne as Non-Executive Chairman after December 31, 2025. Together, these shifts signal an intensified emphasis on commercial excellence and global operational discipline as GXO integrates Wincanton and refines its go-to-market approach. We’ll now examine...

Driven Brands Holdings (DRVN) just added veteran retail finance executive Timothy Johnson to its Board and Audit Committee, a governance move that lands as the company wrestles with weak returns and frustrated shareholders. See our latest analysis for Driven Brands Holdings. Those governance tweaks are arriving after a choppy stretch for investors, with a roughly 5.6% one month share price return at $14.91 failing to offset a weak one year total shareholder return and a deeply negative three...

Dianthus Therapeutics (DNTH) just cleared an important milestone by dosing the first subject in a Phase 1 trial of LBL-047 (DNTH212), a bifunctional fusion protein aimed at tough autoimmune disorders like systemic lupus erythematosus. See our latest analysis for Dianthus Therapeutics. The market seems to be warming to that story, with the latest closing share price at $43.15 and a 90 day share price return of 20.4 percent, while the 1 year total shareholder return of 88.4 percent points to...

Wingstop has recently expanded its footprint with new restaurants in Sydney, the UK city of Preston, and Yonkers, while attracting upbeat commentary from major Wall Street firms following meetings with company leadership. Analysts are increasingly highlighting international openings and franchisee returns as key pillars of Wingstop’s long-term expansion story across both new and existing markets. Now we’ll examine how Wingstop’s accelerating international expansion and franchise-led growth...

Western Alliance Bancorporation (WAL) just brought two heavy hitters onto its Board, cybersecurity specialist Dr. Michael Papay and veteran Chief Risk Officer Clarke Starnes, as the bank approaches the $100 billion asset line. See our latest analysis for Western Alliance Bancorporation. Against that backdrop, Western Alliance’s 1 month share price return of 9.43 percent and robust 3 year total shareholder return of 64.35 percent suggest improving sentiment as investors reassess both growth...

CME Group (CME) just flipped the switch on a strategic bet with FanDuel, rolling out the FanDuel Predicts platform in five states and targeting a nationwide footprint by early 2026. See our latest analysis for CME Group. The FanDuel Predicts rollout follows a busy stretch for CME Group, including fresh crypto linked products, and the market seems to approve, with the share price at $276.38 and a strong year to date share price return alongside robust multi year total shareholder returns...

In recent days, FactSet Research Systems Inc. reported first-quarter fiscal 2026 results, reaffirmed full-year guidance, expanded its share repurchase authorization to US$1.00 billion, and completed a buyback of 478,100 shares for US$139.9 million, while stockholders approved updates to the company’s certificate of incorporation at the 2025 Annual Meeting. At the same time, FactSet launched what it calls the industry’s first production-grade Model Context Protocol server, giving AI systems...

Capital Raise and Investor Context Annaly Capital Management (NLY) just moved to raise up to 2.5 billion dollars through an at the market follow on equity offering, a meaningful step that could reshape both its balance sheet and shareholder calculus. See our latest analysis for Annaly Capital Management. The move comes after a strong run, with Annaly’s share price up 26.39 percent year to date and its one year total shareholder return at 39.69 percent. This suggests momentum is building as...

Radian Group (RDN) has quietly outperformed the broader market over the past year, and that steady climb has many investors revisiting this mortgage insurer as a value and income story. See our latest analysis for Radian Group. At a share price of $36.67, Radian’s 30 day share price return of 4.65% and robust five year total shareholder return of 116.14% suggest momentum is still slowly building as investors reassess its earnings resilience and income appeal. If Radian’s steady climb has you...

In recent years, Assured Guaranty has seen net premiums earned fall by an annual 3.6%, with analysts now projecting a further 20.2% sales decline over the next 12 months, pointing to weaker demand for its credit protection products across municipal, infrastructure, and structured finance markets. This sustained slowdown in policy sales suggests that, despite Assured Guaranty’s role in providing payment guarantees on complex debt obligations, demand for its credit protection is under pressure...

Pipeline momentum and what it could mean for the stock Roivant Sciences (ROIV) just tightened the timeline on several key programs, from Brepocitinib NDA plans to mosliciguat trials and Genevant litigation milestones. This gives investors clearer visibility into how the pipeline might translate into value. See our latest analysis for Roivant Sciences. The latest pipeline clarity seems to be feeding into solid momentum, with an 86.26% year to date share price return and a 194.89% three year...

Truist Financial (TFC) has quietly put together a solid run, with the stock up around 11% over the past month and roughly 21% over the past year, outpacing many regional bank peers. See our latest analysis for Truist Financial. That recent climb in Truist’s share price, now around $50.74, builds on a solid upward trend, with short term momentum reinforcing a multi year total shareholder return that suggests investors are warming to its earnings and risk profile. If Truist’s improving momentum...

KKR (KKR) has been on traders radar after a choppy stretch, with the stock sliding this year even as its three year return still looks strong. That gap is raising fresh valuation questions. See our latest analysis for KKR. After a strong run earlier in the year, KKR’s recent pullback has left the shares at $130.78, with a double digit 1 month share price return but a much weaker year to date share price return and a stellar three year total shareholder return that still signals long term...

Earlier this week, Goldman Sachs initiated coverage on Danaher Corporation with a Buy rating, while KeyBanc Capital Markets reiterated upbeat views on the company’s bioprocessing and life sciences exposure. Together, these opinions point to renewed confidence that Danaher’s bioprocessing franchise and conservative guidance could benefit from improving biotech funding trends. We’ll now examine how this renewed focus on Danaher’s bioprocessing strength may influence the company’s existing...

Recent momentum in Harrow stock Harrow (HROW) has quietly strung together a strong run, with the share price up roughly 29% over the past month and nearly 48% over the past year. This performance has put fresh attention on its valuation. See our latest analysis for Harrow. With the share price now at about $50.16 and a 1 month share price return close to 29%, that short term surge is adding to an already impressive 1 year total shareholder return of roughly 48%. This suggests momentum is...

CoStar Group (CSGP) is back in focus after fresh analysis underscored an uncomfortable trend: revenue has climbed over the past five years, but earnings per share and returns on capital have moved in the wrong direction. See our latest analysis for CoStar Group. At around $66.89, the stock has seen a 3.18% 7 day share price return but a 19.50% 90 day share price decline, in line with a weaker 1 year total shareholder return of 8.31%. This suggests momentum has clearly faded as investors...

Ethos’s new partnership with Aflac (AFL) puts Aflac’s cancer insurance directly on Ethos’s fully digital platform. This is a strategic step toward broader distribution, smoother onboarding, and a more tech enabled supplemental health business. See our latest analysis for Aflac. The Ethos deal slots into a steady year for Aflac, with the share price now at $110.62 and an 8.07 percent year to date share price return. This may hint at gradually building momentum on top of a strong multi year...

Lincoln National (LNC) just rolled out a new Capital Group ETF indexed account for its fixed indexed annuities, pairing equity exposure with full downside protection, and the timing lines up neatly with improving sentiment around the stock. See our latest analysis for Lincoln National. That innovation is landing into a stock that has already been rebuilding confidence, with a 44.5% year to date share price return and a 52.8% one year total shareholder return suggesting momentum is firmly...

Earlier this week, Bernstein SocGen Group reiterated its positive rating on Air Products and Chemicals after an update on the company’s negotiations with Yara to jointly develop large-scale, low-emission ammonia projects in the US and Saudi Arabia. The planned collaboration seeks to combine Air Products’ hydrogen production capabilities with Yara’s global ammonia distribution network, aiming to reduce project risk while strengthening both companies’ roles in emerging low-carbon fuel supply...

Omeros (OMER) just cleared a major hurdle, securing FDA approval for Yartemlea, the first approved therapy for transplant associated thrombotic microangiopathy. This approval shifts the company from a pure development story to an upcoming commercial launch. See our latest analysis for Omeros. The FDA green light has clearly reset expectations, with a 1 day share price return of 75.54 percent and a 90 day share price return of 250.68 percent pushing Omeros to 15.36 dollars. Its 3 year total...

Core Scientific (CORZ) is back in the spotlight after a fresh wave of upgrades from Citizens, with analysts highlighting its high performance computing power pipeline story and upcoming earnings as key catalysts. See our latest analysis for Core Scientific. Those bullish calls come after a volatile stretch, with the share price sitting at $15.57 and showing a 7 day share price return of 14.74 percent but a softer 90 day share price return of minus 7.54 percent. At the same time, the 1 year...