U.S. Telecom Services and Carriers Stock News

Earlier this week, Casella Waste Systems, Inc. (NasdaqGS:CWST) was added to the S&P 1000 index, expanding its presence among small- and mid-cap U.S. equities. This index inclusion can increase Casella’s visibility with institutional investors and passive funds, potentially influencing trading liquidity and investor attention over time. We’ll now explore how Casella’s addition to the S&P 1000, and the increased index-linked demand it may bring, affects its investment narrative. Explore 28 top...

Everus Construction Group (ECG) has quietly outperformed the broader market this year, with the stock climbing about 29% over the past year and nearly 8% in the past month. Investors are starting to notice. See our latest analysis for Everus Construction Group. The latest leg higher, including a solid 1 month share price return of roughly 8% and a 1 year total shareholder return of about 29%, suggests momentum is still building as investors grow more comfortable with Everus Construction...

EPAM Systems (EPAM) just rolled out a suite of production ready AI agents on Google Cloud Marketplace, a strategic move that pushes its engineering focused AI strategy deeper into real world enterprise workloads. See our latest analysis for EPAM Systems. Despite this push into production ready AI, EPAM’s recent share price return paints a mixed picture, with a strong 30 day gain and 90 day rally contrasting with a weaker year to date move and negative one year total shareholder return. This...

In December 2025, the Defense Threat Reduction Agency selected Amentum as one of six prime contractors on its US$3.50 billion, 10-year CTRIC IV program to deliver chemical, biological, radiological, and nuclear threat reduction capabilities worldwide. This long-duration contract, alongside a separate US$120 million computing award from the Defense Information Systems Agency, underscores Amentum’s role in supporting critical U.S. defense and threat reduction missions across both physical and...

DTE Energy (DTE) just cleared a big regulatory hurdle, winning unanimous approval to power a huge Oracle and OpenAI backed data center in Saline Township. For shareholders, this is about long term load growth and capital deployment, not a one off headline. See our latest analysis for DTE Energy. Despite the noise around the new at the market equity program and leadership changes at DTE Vantage, the stock’s recent pullback, with a 30 day share price return of minus 5.99 percent and 90 day...

On December 10, 2025, EOG Resources appointed veteran energy finance executive John D. Chandler to its Board and Audit Committee, shortly after securing a new US$3.00 billion revolving credit facility maturing in 2030 that replaced its prior US$1.90 billion agreement. These moves, coupled with analyst focus on EOG’s Encino acquisition and growth-focused 2026 plan, underscore how governance depth and expanded liquidity are being aligned with a broader expansion agenda. We’ll now examine how...

Earlier in October 2025, MSCI proposed excluding companies whose digital assets make up at least 50% of total assets from its Global Investable Market Indexes, a move that could affect 39 firms with about US$113.00 billions in market value and trigger US$10.00–US$15.00 billions in passive outflows. This potential reshaping of benchmark eligibility has sparked criticism that MSCI’s approach could narrow index representativeness and push capital away from listed crypto-heavy balance sheets...

Wondering if Becton Dickinson is quietly turning into a value opportunity while most investors are looking elsewhere? Let us walk through what the current share price is really baking in. The stock now trades around $195.59, down 2.2% over the last week and 13.6% year to date, even though it has managed a modest 1.5% gain over the last month. Recent interest has been driven by Becton Dickinson sharpening its focus on higher margin medical technologies and continuing to integrate past...

In mid-December 2025, LifeStance Health Group saw fresh insider selling as Chief People Officer Ann Varanakis disposed of 50,000 shares, alongside additional sales by a Director, against a backdrop of 12 insider sells and only 1 insider buy over the past year. At the same time, BTIG and Barclays sharpened market focus on LifeStance by updating and initiating coverage, underscoring both growing mental health demand and the company’s role within broader healthcare services. With this recent...

Boise Cascade (BCC) has been grinding through a tougher stretch this year, with the stock down sharply from its highs, and that slide now has value focused investors taking a closer look. See our latest analysis for Boise Cascade. Over the past year, that tougher housing and construction backdrop has weighed heavily, with a year to date share price return of minus 36.2 percent and a one year total shareholder return of minus 38.2 percent. Even so, the five year total shareholder return is...

Earlier in December 2025, Vital Farms updated its 2025 earnings guidance to US$755 million–US$765 million in net revenue, citing temporary ordering disruptions following an ERP transition, and issued a 2026 outlook of US$930 million–US$950 million in net revenue. The company’s guidance reset and longer-term revenue ambitions highlight a tension between short-term demand softness in premium eggs and management’s confidence in capacity expansion and brand-driven growth. Next, we’ll explore how...

In December 2025, Erasca, Inc. was added to the S&P Biotechnology Select Industry Index after securing U.S. patent protection through 2043 for ERAS-0015, its potential best-in-class pan-RAS molecular glue, while advancing multiple RAS/KRAS-mutant solid tumor programs and promoting Robert Shoemaker, Ph.D., to chief scientific officer. These developments, supported by US$362,000,000 in cash, cash equivalents, and marketable securities as of September 30, 2025 and a reported US$30,600,000...

Chefs' Warehouse (CHEF) has quietly rewarded patient investors, with the stock up about 34% over the past year and nearly 88% in the past 3 years, outpacing many consumer names. See our latest analysis for Chefs' Warehouse. With the share price now around $64 and a strong year to date share price return, recent gains suggest momentum is still building. This is supported by steady revenue and earnings growth as investors increasingly price in its niche, premium positioning. If Chefs' Warehouse...

Ingevity recently announced past and upcoming leadership changes, including the planned May 1, 2026 transition of CFO Mary Dean Hall to an advisory role, the appointment of internal finance leader Phillip J. Platt as her successor, and new responsibilities for operations executive Reid Clontz overseeing global operations, supply chain, procurement, and safety. At the same time, the company disclosed it has completed a share repurchase program totaling 3,103,186 shares, or 8.37% of its stock,...

In December 2025, Immunovant, Inc. completed a follow-on equity offering of approximately US$550.2 million, issuing 26,200,000 common shares at US$21 each, with a small discount on part of the deal. This sizeable capital raise, coming through both a completed and a filed follow-on offering, materially expands Immunovant’s financial resources while increasing equity dilution for existing shareholders. We’ll now examine how this large follow-on equity raise, and the resulting balance between...

Earlier this month, SiteOne Landscape Supply reported Q3 results showing 4.1% year-on-year revenue growth and adjusted operating income and organic revenue both exceeding analyst expectations. Around the same time, the company also moved to deepen its service offering by integrating the respected Irrigator Technical Training School into its contractor education platform, underscoring a focus on professional development alongside product sales. We’ll now examine how SiteOne’s...

Cohen & Steers Income Opportunities REIT recently acquired Springs Plaza, a 195,000-square-foot, 99% occupied grocery-anchored center in Bonita Springs, Florida, through a programmatic joint venture with Phillips Edison & Company. The deal deepens Phillips Edison’s role as an operator of necessity-based retail while aligning it with an institutional partner targeting income-focused, grocery-anchored shopping centers in high-growth suburbs. We’ll now examine how this latest grocery-anchored...

KLA (KLAC) just got a confidence boost after Jefferies tagged it as a top pick for 2026, following earnings that topped expectations and sparked a wave of more upbeat analyst views. See our latest analysis for KLA. That call from Jefferies comes on top of a powerful run, with a roughly 13.5% 1 month share price return feeding into a near doubling of the year to date share price and a massive five year total shareholder return above 400%. This suggests momentum is still very much on KLA’s...

In recent days, Vericel reported higher fiscal Q3 2025 revenue and reaffirmed its full-year revenue and profitability guidance, highlighting expected growth in its MACI product line alongside stable gross and adjusted EBITDA margins. At the same time, multiple research firms, including Truist Securities and Canaccord Genuity, reiterated positive ratings on Vericel, signaling continued institutional confidence despite higher operating expenses tied to headcount growth and new manufacturing...

OGE Energy (OGE) has quietly slipped about 4% over the past month and roughly 5% in the past 3 months, even as its one year total return still sits near 7%. See our latest analysis for OGE Energy. At around $42.50 per share, OGE’s recent pullback reflects cooling short term sentiment even as its one year total shareholder return of about 7% and five year total shareholder return near 69% point to steadier, long term momentum. If OGE’s slower moving utility profile has you wondering what else...

Surf Air Mobility (SRFM) is back on traders radar after Q3 results topped its own revenue guidance, and management raised the full year outlook while also unveiling a Palantir partnership that includes a sector specific exclusivity agreement. See our latest analysis for Surf Air Mobility. Even with the Palantir deal and stronger Q3 narrative giving the story fresh energy, Surf Air Mobility’s share price at $1.83 still reflects a bruising year. A sharp 90 day share price return of minus 58.97...

In recent days, Wells Fargo’s Benjamin Burnett reaffirmed a Buy rating on Liquidia Technologies, aligning with a broader analyst consensus of Strong Buy and reflecting confidence following the company’s latest quarterly update. Liquidia’s strong year-over-year revenue growth has reinforced perceptions that the company is building operational momentum, which may be influencing how analysts and investors frame its long-term potential. We will now examine how the reaffirmed Buy rating,...

FirstEnergy (FE) is back in the spotlight after agreeing to a roughly $276 million settlement tied to the House Bill 6 scandal, a deal that could finally clear major regulatory overhangs for investors. See our latest analysis for FirstEnergy. The settlement headlines land after a choppy few months, with a roughly 5.7% 1 month share price return decline, but a still solid double digit year to date share price gain and a roughly 84% 5 year total shareholder return suggesting that longer term...

In recent days, Blue Bird reported robust quarterly results with higher revenue and net profit, alongside long-term sales growth and expanding margins that have supported renewed investor optimism. Analysts have responded with stronger positive ratings and outlooks, citing the company’s leadership in alternative-power school buses, a rebounding backlog, and improved operational efficiency. We’ll now examine how this improving analyst sentiment, supported by better margins and cash flow,...