U.S. Telecom Services and Carriers Stock News

Why recent analyst moves matter for Westlake stock Mizuho’s decision to shift Westlake (WLK) from an Outperform rating to Neutral, while other firms keep buy calls in place, has put fresh attention on what current prices already reflect. See our latest analysis for Westlake. The recent analyst debate comes on the heels of strong short term momentum, with a 4.08% 1 day share price return and a 51.19% 90 day share price return, contrasting with a 1 year total shareholder return decline of...

Why NMI Holdings Is Back in Focus Ahead of Earnings NMI Holdings (NMIH) is drawing fresh attention as it prepares to report earnings on Tuesday after the close, with recent commentary highlighting its insured portfolio growth, expense discipline and capital return plans. See our latest analysis for NMI Holdings. At a share price of $41.05, NMI Holdings has seen an 8.8% 90 day share price return and a 12.53% 1 year total shareholder return. This indicates recent momentum as investors consider...

Werner Enterprises (WERN) stock is in focus after the company reported a quarterly loss, missed revenue and earnings expectations, and highlighted pressure from a soft freight market and higher operating costs. See our latest analysis for Werner Enterprises. The weak quarter triggered an 8.21% one day share price decline and a 4.45% seven day share price return, although the 90 day share price return of 40.05% and 1 year total shareholder return of 2.61% point to momentum that has cooled...

Equitable Holdings reported fourth-quarter 2025 results with revenue of US$3,277 million and net income of US$215 million, while full-year 2025 revenue slipped to US$11,665 million and the company moved to a net loss of US$1,380 million versus a profit a year earlier. Alongside weaker earnings, Equitable completed a major life reinsurance deal that freed US$2 billion of capital, supported US$2,878.9 million of share buybacks, and helped lift assets under management and administration to...

Recent share performance and business snapshot Robinhood Markets (HOOD) has seen its share price move in different directions over recent periods, with a 14% gain in the past day, offset by declines of 17% over the week and around 28% over the month. Over the past 3 months, the stock has recorded a return of about a 39% decline, while year to date it is down roughly 28%. Looking further back, the reported 1-year total return is about 48%, and the 3-year total return is a very large 7x...

Nucor Corporation has reported its fourth-quarter and full-year 2025 results, with annual sales rising to US$32.49 billion while net income eased to US$1.74 billion, and quarterly earnings improving year over year. Alongside completing a multiyear US$3.59 billion share repurchase program, Nucor issued guidance pointing to higher first-quarter 2026 earnings across all three operating segments. We’ll now examine how Nucor’s expectation of higher first-quarter 2026 earnings across all segments...

Revolution Medicines recently dosed the first patient in its first-in-human trial of RMC-5127, an open-label study assessing safety, tolerability, pharmacokinetics and early antitumor activity in RAS G12V-mutated solid tumors that have progressed after standard therapies. This marks a key pipeline milestone targeting RAS G12V, the second most common driver of RAS-addicted cancers in the US, affecting roughly 48,000 patients annually. We will now examine how initiating first-in-human testing...

Datavault AI (NasdaqCM:DVLT) is appearing as a TV commercial sponsor on a prominent international business program airing on Bloomberg Television. The sponsorship highlights the company’s enterprise AI and digital infrastructure offerings focused on secure data monetization. The campaign is aimed at audiences across key regions including the US, MENA, and Latin America. For investors, this TV presence puts a spotlight on how Datavault AI positions its enterprise AI and data infrastructure...

Sonic Automotive, Inc.'s ( NYSE:SAH ) price-to-earnings (or "P/E") ratio of 16.4x might make it look like a buy right...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...

Why Kimberly-Clark Stock Is Back in Focus Kimberly-Clark (KMB) just packed several updates into one day, including a higher quarterly dividend, fresh 2025 results, new 2026 earnings guidance, and confirmation of ongoing share buybacks. See our latest analysis for Kimberly-Clark. These updates come after a stronger recent run in the share price, with a 7 day share price return of 4.85% and 30 day share price return of 6.55%. However, the 1 year total shareholder return is down 17.37%, so short...

In recent weeks, Keysight Technologies has rolled out an automated Wireless Coexistence Test Solution, deepened its collaboration with Point2 Technology on validating next‑generation multi‑terabit AI data center interconnects, and outlined comprehensive end‑to‑end AI system design and high‑speed interface demos it showcased at DesignCon 2026. Together, these moves highlight Keysight’s role as an enabling backbone for high‑reliability wireless devices and emerging AI infrastructure, where...

Why Ribbon Communications is back on investor radar Ribbon Communications (RBBN) has drawn attention after reporting fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors updated numbers on profitability and the coming year. The company reported fourth quarter 2025 revenue of US$227.32 million compared with US$251.36 million a year earlier, while net income moved to US$89.07 million from US$6.36 million. Full year revenue was US$844.56 million...

Two Harbors Investment earnings reset draws investor focus Two Harbors Investment (TWO) has come under fresh scrutiny after reporting fourth quarter net income of US$11.72 million and a full year net loss of US$454.3 million, marking a sharp reversal in profitability. See our latest analysis for Two Harbors Investment. The latest results appear to have shifted sentiment, with the share price down 7.54% on the day of the announcement and a 9.73% 30 day share price return. This is in contrast...

Earnings event puts Regal Rexnord in focus Regal Rexnord (RRX) is back on investors’ radar after its latest quarterly earnings, where higher adjusted earnings, net income, and operating margins coincided with strong demand in data center, automation, and aerospace markets. See our latest analysis for Regal Rexnord. The earnings news has gone hand in hand with a sharp re-rating in the share price, with a 1-day share price return of 5.9%, a 30-day share price return of 38.8%, and a 1-year total...

Recent share performance and why Bausch Health Companies (BHC) is on investors’ radar Bausch Health Companies (BHC) has drawn attention after recent trading, with the share price at $5.88 and mixed return figures over the past week, month, and past 3 months prompting fresh questions about its valuation. See our latest analysis for Bausch Health Companies. That 2.62% 1 day share price return and 2.08% 7 day share price return sit against a weaker backdrop, with a 30 day share price return of a...

Ashland Inc. recently reported first-quarter 2026 results, with sales of US$386 million versus US$405 million a year earlier and a net loss of US$12 million compared with US$165 million, while also completing a US$480.07 million share repurchase program begun in June 2023. In parallel, Univar Solutions B.V. announced an exclusive EMEA food and beverage distribution partnership for Ashland’s cellulose ethers, and Ashland issued full-year 2026 sales guidance of US$1.84 billion to US$1.91...

Why Northern Trust’s Latest Earnings and Leadership News Matter Northern Trust (NTRS) recently reported fourth quarter results that topped market expectations, supported by stronger pre tax pre provision income, lower provision expenditures, and revenue that also beat forecasts. Management also raised its medium term pre tax margin and return on equity targets. This drew positive reactions from several analysts and has put fresh attention on how the stock is priced today. See our latest...

Helmerich & Payne (NYSE:HP) recently reduced its term loan by US$260 million ahead of schedule. The company reported strong free cash flow while covering rig reactivation costs in international markets. Dividends were maintained even as the rig market has been soft. For you as an investor, this mix of debt reduction and steady cash generation is a notable development. Helmerich & Payne is a contract driller focused on providing rigs and related services to energy producers, a segment that...

Bristow Group Inc. recently closed a US$500 million private offering of 6.750% senior secured notes due 2033 and amended its asset-based revolving credit facility, extending its maturity to 2031 while adjusting total commitments. By refinancing its 6.875% senior secured notes due 2028 and extending its credit facility, Bristow has reshaped its debt profile and liquidity options. We’ll now examine how this large-scale refinancing, particularly the extension of the ABL Facility to 2031,...

Earlier in February 2026, Eve Air Mobility announced a binding order from Tokyo-based AirX for up to 50 eVTOL aircraft, with initial deliveries planned for 2029 to support zero-emission urban and regional travel in Japan. This agreement, Eve’s second binding order and first major commercial foothold in Asia-Pacific, highlights rising interest in sustainable air mobility and adds to the company’s growing global partnership pipeline. Next, we will examine how this Asia-Pacific expansion...

In early February 2026, EZCORP, Inc. reported record first-quarter results, with revenue of US$382.02 million and net income of US$44.3 million, alongside announcing a new US$50 million, three-year share repurchase program funded by cash flows and cash on hand. The company also highlighted two recent acquisitions, a strong U.S. and Latin American M&A pipeline, and ample liquidity, underscoring its focus on scale and disciplined capital deployment. Next, we’ll examine how EZCORP’s record...

Why SiteOne Landscape Supply Is Back on Investors’ Radar SiteOne Landscape Supply (SITE) has caught attention after recent share price moves, with the stock showing gains over the past month and past 3 months that stand out against its longer term total return record. See our latest analysis for SiteOne Landscape Supply. The recent 19.8% 3 month share price return, alongside a 19.9% year to date share price gain and 11.9% 1 year total shareholder return, points to momentum rebuilding after...

Navan (NasdaqGS:NAVN) has been selected by Yahoo as its unified travel and expense platform, highlighting a new enterprise customer win. The company has also strengthened its NDC integration with Qantas, expanding access to airline content and exclusive traveler benefits. These updates underline Navan’s focus on AI driven automation, cost control and next generation airline distribution technology in corporate travel. For you as an investor, this places Navan in a clearer spot within the...