U.S. Telecom Services and Carriers Stock News

NasdaqGS:MGEE
NasdaqGS:MGEEElectric Utilities

Will Strong 2025 Earnings and New Equity Programs Change MGE Energy's (MGEE) Narrative?

MGE Energy, Inc. reported past full-year 2025 results on February 24, 2026, with revenue of US$743.65 million and net income of US$135.89 million, alongside higher earnings per share versus the prior year. The company also filed a US$164.32 million shelf registration and a US$100 million at-the-market equity program, providing flexible funding options as its renewable energy projects contribute more to segment earnings. Next, we will examine how strong 2025 earnings and the rollout of...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

How Nuuly’s Surge to 10% of Sales At Urban Outfitters (URBN) Has Changed Its Investment Story

Urban Outfitters, Inc. reported past fourth-quarter fiscal 2026 sales of US$1,801.77 million, up from US$1,636.12 million a year earlier, while quarterly net income fell to US$96.27 million from US$120.30 million, even as full-year sales and earnings rose versus the prior year. A key development was Nuuly’s outperformance, surpassing its US$500 million annual net sales goal and growing to about 10% of company revenue while supporting traffic to brands like Free People and...
NYSE:MOS
NYSE:MOSChemicals

Mosaic (MOS) Is Down 5.4% After Q4 Loss Highlights Profit Squeeze Amid Cost-Cutting Pivot

The Mosaic Company recently reported fourth-quarter 2025 results showing sales of US$2,973.7 million, but a net loss of US$519.5 million and diluted loss per share of US$1.64, compared with a profit a year earlier. Management pointed to weaker U.S. phosphate demand and delayed government support as key pressures, even as full-year sales and earnings improved and Mosaic advanced cost-cutting efforts and higher expected phosphate and potash production for 2026. We’ll now examine how this...
NYSE:TGLS
NYSE:TGLSBuilding

Tecnoglass Redomiciling To U.S. As Buybacks And New Plant Plans Emerge

Tecnoglass (NYSE:TGLS) has announced plans to change its legal domicile from the Cayman Islands to the United States. The company also expanded its share repurchase authorization and is discussing a new automated facility in the U.S. These updates arrive with Tecnoglass shares at $45.56. Tecnoglass, trading on the NYSE under ticker TGLS, is putting the U.S. at the center of its corporate structure and operations, while its stock trades at $45.56. The shares show a mixed picture, with a...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Is Zoetis (ZTS) Offering A Valuation Opportunity After A 20.5% One-Year Share Price Fall

If you are wondering whether Zoetis is fairly priced right now or offering value at a discount, this article walks through what the current market price might be indicating about the stock. Zoetis shares last closed at US$131.10, with returns of 1.8% over 7 days, 7.5% over 30 days, 4.1% year to date and a 20.5% decline over the past year. This gives investors mixed signals about recent momentum and risk sentiment. Recent coverage has focused on Zoetis as a major animal health player, with...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Is PACCAR’s Strong 2025 Profitability and Policy Tailwinds Altering The Investment Case For PACCAR (PCAR)?

In late February 2026, PACCAR was highlighted by Madison Investments as a key positive contributor and by Morgan Stanley for its strong 2025 performance, including one of the most profitable years in the company’s history driven by PACCAR Parts and PACCAR Financial Services. Investor commentary pointed to improving end-market conditions, tariff and emissions-related tailwinds, and a potential cyclical recovery, collectively strengthening confidence in PACCAR’s operating backdrop. With...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Assessing Neogen (NEOG) Valuation After A Sharp Short Term Share Price Rebound

Why Neogen Stock Is Drawing Attention Now Neogen (NEOG) has been on investors’ radar after a period in which the share price moved differently over the past month, past 3 months, and year, prompting a closer look at the business. See our latest analysis for Neogen. With the share price at $11.23, Neogen has seen an 8.5% 1 month share price return and an 87.8% 3 month share price return, while the 5 year total shareholder return of 71.8% shows how long term holders have had a very different...
NYSE:GLP
NYSE:GLPOil and Gas

A Look At Global Partners (GLP) Valuation After Earnings Miss And Mixed Market Reaction

Global Partners (GLP) shares moved after the latest quarterly earnings, where EPS of $0.54 came in below the estimated $0.60, while management highlighted revenue growth, network expansion, and continued distribution increases. See our latest analysis for Global Partners. At a share price of $46.98, Global Partners has seen short term pressure around the latest EPS miss, with a 1 day share price return of 2.87% decline and a 7 day share price return of 3.09% decline, while longer term...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Is QuantumScape (QS) Pricing Reflect Recent 30% Slide And Solid State Battery Progress?

If you are wondering whether QuantumScape's current share price makes sense, you are not alone. This article walks through what the numbers say about its value and where the gaps might be. The stock last closed at US$6.92, with returns of 0.6% over 7 days, a 30.3% decline over 30 days, a 37.4% decline year to date, a 47.5% gain over 1 year, a 24.8% decline over 3 years and an 84.4% decline over 5 years. Taken together, these figures provide a mixed picture of how the market has priced it...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom’s 2nm AI SoC And 5G 6G Chips Reframe Growth Story

Broadcom has begun shipping what it calls the industry's first 2nm custom compute SoC on its 3.5D XDSiP platform, aimed at AI cluster hardware. The company also introduced its BroadPeak SoC targeting 5G and 6G infrastructure and reported successful interoperability with Altera's Agilex 7 FPGAs. These product moves highlight Broadcom's efforts to support next generation wireless and AI driven network infrastructure. For investors tracking NasdaqGS:AVGO, these product milestones arrive with...
NYSE:RYN
NYSE:RYNSpecialized REITs

Rayonier’s U.S. Timber Shift Reshapes Valuation And Dividend Tradeoff

Rayonier (NYSE:RYN) has completed its merger with PotlatchDeltic, creating a larger timberland company with broader scale and geographic reach in North America. The company has also exited its New Zealand joint venture, sharpening its focus on U.S. timberland and real estate development opportunities. These moves reshape Rayonier’s business mix and operating footprint, with implications for how it competes and allocates capital going forward. Rayonier now trades at $21.49, with the share...
NYSE:TXT
NYSE:TXTAerospace & Defense

Is Textron’s New Shelf Filing and 2026 Guidance Altering The Investment Case For Textron (TXT)?

Textron Inc. recently declared a past quarterly dividend of US$0.02 per common share, payable on April 1, 2026, to shareholders of record as of March 13, 2026, and also filed an omnibus shelf registration covering common stock, preferred stock, and debt securities. The combination of slightly below-estimate but higher year-over-year fourth-quarter 2025 earnings, new 2026 guidance, and fresh shelf capacity gives investors more information on Textron’s financial flexibility and capital...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

How Phibro’s Innovation and Leadership Transition Focus At Phibro Animal Health (PAHC) Has Changed Its Investment Story

On 26 February 2026, Phibro Animal Health’s leaders presented at the BofA Securities Animal Health Summit, outlining how Zoetis Medicated Feed Additives integration, vaccines, and nutritional specialties have been supporting recent operational performance. A key message was management’s emphasis on innovation, efficiency, and a smooth leadership transition as foundations for ongoing margin improvement and business resilience. We’ll now examine how this focus on innovation and operational...
NYSE:AMPX
NYSE:AMPXElectrical

Is It Too Late To Consider Amprius Technologies (AMPX) After 322% One-Year Surge?

If you are wondering whether Amprius Technologies' share price still reflects its true worth after a strong run, this article will walk through what the numbers say about value. The stock last closed at US$10.77, with returns of 13.1% over 7 days, a 10.1% decline over 30 days, 23.2% year to date and 322.4% over 1 year. These moves raise questions about how much of the story might already be priced in. Recent coverage has focused on Amprius Technologies as a high interest battery player, with...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Assessing United Airlines Holdings (UAL) Valuation After Analyst Upgrades And New Growth Initiatives

United Airlines Holdings (UAL) has been in focus after research firms raised earnings estimates for fiscal 2026, alongside fresh moves in fleet investment, loyalty partnerships and international equity stakes that reshape its broader business profile. See our latest analysis for United Airlines Holdings. Despite the latest research upgrades and new partnerships, United’s share price has recently cooled, with a 1-day share price return decline of 8.67% and a year-to-date share price return...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI (SOUN) Q4 Profit Of US$40 Million Tests Bullish Profitability Narratives

SoundHound AI (SOUN) closed out FY 2025 with Q4 revenue of US$55.1 million, basic EPS of US$0.10 and net income of US$40.1 million, while its trailing twelve month figures show revenue of US$168.9 million and a small net loss, with basic EPS at roughly flat levels overall. The company has seen quarterly revenue move from US$25.1 million in Q3 2024 to US$34.5 million in Q4 2024, then to US$29.1 million in Q1 2025, US$42.7 million in Q2, US$42.0 million in Q3 and US$55.1 million in Q4,...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

TFS Financial Governance Continuity Puts Dividend Sustainability In The Spotlight

Shareholders of TFS Financial (NasdaqGS:TFSL) approved the re election of directors at the 2026 annual meeting. Investors also backed the current executive compensation packages. The meeting included ratification of the existing independent auditor. TFS Financial heads into 2026 with a clear signal that investors are comfortable with the current leadership and oversight structure. At a share price of $14.02 and a 1 year return of 15.7%, the stock has delivered a positive result over the...
NYSE:ETN
NYSE:ETNElectrical

Eaton Dividend Increase Highlights Confidence In Cash Flows And AI Demand

Eaton's Board of Directors approved a 6% increase in the quarterly dividend. The decision reinforces the company’s long history of consistent shareholder returns, dating back to 1923. The update is relevant for income focused investors tracking NYSE:ETN. Eaton, traded as NYSE:ETN, is drawing fresh attention after the dividend raise, with the share price at $375.92. The company’s long record of paying dividends since 1923, together with returns of 14.9% year to date and 29.8% over the past...
NYSE:SBH
NYSE:SBHSpecialty Retail

A Look At Sally Beauty (SBH) Valuation After Recent Share Price Momentum And Undervaluation Debate

Sally Beauty Holdings (SBH) has drawn fresh attention after recent share price moves, with the stock showing mixed short term performance but a stronger run over the past year that may prompt closer investor review. See our latest analysis for Sally Beauty Holdings. With the share price at US$16.07, Sally Beauty Holdings has seen a 7.35% 1 month share price return and a 10.90% year to date share price return, while the 1 year total shareholder return of 78.16% stands in contrast to flat 3...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Is It Too Late To Consider Equinix (EQIX) After Its Strong Share Price Momentum?

If you are wondering whether Equinix at around US$974 per share is still reasonably priced, you are not alone. Many investors are asking the same question about what they are really paying for. The stock has recently shown strong momentum, with returns of 5.0% over 7 days, 19.4% over 30 days, 27.5% year to date and 10.2%, 47.8% and 75.9% over 1, 3 and 5 years respectively. Recent coverage of Equinix has focused on its role in global digital infrastructure and its position as a large listed...
NYSE:HRL
NYSE:HRLFood

Hormel Refocuses On Value Added Protein As CTO Leads Tech Shift

Hormel Foods (NYSE:HRL) has agreed to divest its whole bird turkey business as part of a broader portfolio reshaping effort. The company is placing greater emphasis on higher margin, value added protein products and reducing exposure to commodity oriented categories. Hormel has created the new role of Chief Technology Officer and appointed Donald Monk to lead its technology and data strategy. For you as an investor, Hormel sits at the intersection of branded food, convenience, and protein,...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Starlink Deal Highlights Connectivity Edge And Potential Valuation Upside

Archer Aviation (NYSE:ACHR) has partnered with Starlink to equip its Midnight electric air taxis with high speed satellite internet. The agreement introduces low Earth orbit satellite connectivity to Archer’s fleet, targeting both passenger wifi and operational communications. This marks Starlink’s first move into the emerging urban air mobility sector, with Archer as its initial partner. Archer Aviation’s shares most recently closed at $7.115, with the stock showing a 2.7% gain over the...
NYSE:FG
NYSE:FGInsurance

A Look At F&G Annuities & Life (FG) Valuation After Recent Share Price Weakness

Why F&G Annuities & Life is Drawing Attention Now F&G Annuities & Life (FG) has been catching investor attention after a period of weak share performance, including a return of about negative 45% over the past year and negative 25% year to date. At the same time, the company reports revenue of US$5,731.0 million and net income of US$248.0 million. This provides a concrete earnings base to weigh against the recent share price pressure. See our latest analysis for F&G Annuities & Life. With the...
NYSE:BRC
NYSE:BRCCommercial Services

Is Brady (BRC) Still Attractive After Strong Multi‑Year Share Price Gains?

If you are wondering whether Brady is fairly priced or starting to look stretched, its current setup gives you quite a bit to think about before making any moves. The stock last closed at US$92.46, with returns of 3.5% over 7 days, 8.6% over 30 days, 17.6% year to date, 29.3% over 1 year, 72.4% over 3 years and 83.9% over 5 years, which naturally raises questions about how much of the story is already in the share price. Recent coverage has focused on Brady as a steady industrial...