U.S. Telecom Services and Carriers Stock News

Customers Bancorp (CUBI) is back on investors’ radar after fresh Wall Street coverage highlighted its expanding commercial banking teams and its growing cubiX real time payments platform, a combination that is reshaping its deposit base and funding costs. See our latest analysis for Customers Bancorp. The latest coverage comes as the share price has climbed to $71.65 and logged a robust year to date share price return of just over 51%, while the five year total shareholder return above 300%...

Zoetis Inc. recently announced that Health Canada has approved Portela (relfovetmab injection), a monoclonal antibody designed to provide three months of osteoarthritis pain relief for cats with a single dose, following earlier approval in the European Union. The approval adds a longer-acting companion to Solensia in Zoetis’ feline osteoarthritis portfolio, underscoring how product innovation and geographic expansion could shape its future role in chronic pet pain management. We’ll now...

BWX Technologies (BWXT) just stacked two meaningful wins: a long term Owner's Engineer role on Bulgaria's Kozloduy nuclear expansion and delivery of TRISO fuel for the U.S. Project Pele microreactor, and investors are paying attention. See our latest analysis for BWX Technologies. These wins come after a powerful run, with BWX Technologies’ share price delivering a year to date return of 61.15 percent and a three year total shareholder return of 210.11 percent, suggesting momentum is still...

If you are wondering whether Amphenol is still a smart buy after its huge run, or if you are late to the party, this breakdown will help you assess whether the current price makes sense. The stock has paused recently, remaining flat over the last week and down about 3.6% over the past month. That follows a climb of roughly 101% year to date and 90.1% over the last year. These gains have been supported by steady demand for Amphenol's connectivity and sensor solutions across data centers,...

If you are wondering whether NetApp at around $119 a share is a hidden value play or a stock that has already run its course, you are not alone. This breakdown is designed to unpack exactly that question. The stock has quietly climbed 2.9% over the last week and 8.1% over the last month, yet it is only up 3.0% year to date and is actually down 1.4% over the past year, even after more than doubling over 3 and 5 years. Those mixed returns come as NetApp keeps sharpening its focus on cloud data...

In the past quarter, Zimmer Biomet Holdings reported mixed third-quarter results, with organic sales growth and an earnings beat, but overall revenue came in below consensus expectations, unsettling some investors. This contrast between stronger underlying demand indicators and softer headline revenue highlights how closely the market is watching Zimmer Biomet’s execution on growth. We’ll now explore how the mixed revenue performance, despite organic sales growth, could influence Zimmer...

Kratos Defense & Security Solutions (KTOS) just opened a new 10,000 square foot PT6A and PT6T engine overhaul facility in Vancouver, a strategic expansion aimed at tightening its North American service network and improving operational efficiency. See our latest analysis for Kratos Defense & Security Solutions. The new Vancouver site adds to a year where momentum has clearly been building, with a roughly 191 percent year to date share price return and a remarkable 707 percent three year total...

American Bitcoin (ABTC) has been whipsawed since its post IPO lockup expired, with the stock sliding more than 60% over the past month as pent up insider supply finally hit the market. See our latest analysis for American Bitcoin. Zooming out, the heavy selling after the post IPO lockup expiry has simply accelerated a downtrend that was already in place. A roughly 70% year to date share price return underscores how momentum has clearly shifted from speculative enthusiasm to heightened risk...

Firefly Aerospace (FLY) has quietly staged a short term rebound, with the stock up roughly 9% over the past day and 11% over the past month, even as the past 3 months remain deeply negative. See our latest analysis for Firefly Aerospace. Those near term share price gains sit against a much tougher backdrop, with the year to date share price return still sharply negative. This suggests recent momentum may reflect shifting expectations about Firefly Aerospace's growth path and risk profile...

Hewlett Packard Enterprise (HPE) just delivered an earnings update that put its AI and networking pivot front and center, combining stronger non GAAP profitability, hefty new AI system orders, and a higher 2026 earnings outlook. See our latest analysis for Hewlett Packard Enterprise. The latest earnings beat and upbeat 2026 guidance have added fuel to a trend that was already positive, with a 17.65% year to date share price return and a powerful 139.37% five year total shareholder return...

Axon Enterprise (AXON) has had a choppy stretch, with the stock slipping over the past 3 months but still showing strong multi year gains, so it is worth asking what the market is really pricing in. See our latest analysis for Axon Enterprise. After a sharp pullback that left the 90 day share price return at negative 24.33 percent and the 1 year total shareholder return at negative 11.53 percent, Axon still sits on a powerful three year total shareholder return of 227.56 percent. This...

If you are wondering whether Core & Main is still worth buying after its big run, you are not alone. This article will unpack what the current share price really implies about its value. The stock has climbed 10.4% over the last week and 8.5% over the past month, adding to a hefty 177.8% gain over three years, so expectations and risk perceptions have clearly shifted. Investors have been reacting to Core & Main's continued expansion in water infrastructure and fire protection distribution,...

In early December 2025, Remitly Global used its Investor Day to outline preliminary 2026 guidance and medium-term 2028 targets, including revenue of US$2.60 billion to US$3.00 billion and adjusted EBITDA of US$575 million to US$600 million while aiming to meet a Rule of 40 framework. Management also introduced new offerings such as Remitly One and Remitly Business and highlighted plans to expand value-added financial services, signaling a push beyond core remittances toward a broader global...

Virgin Galactic Holdings has recently launched a capital realignment plan, repurchasing and retiring about US$355 million of convertible notes, issuing roughly US$46 million of new common stock and pre-funded warrants, and placing about US$203 million of new first lien notes due 2028 to trim debt and reshape its balance sheet. This complex mix of debt reduction, new secured borrowing, and fresh equity raises highlights how Virgin Galactic is trading near-term dilution and higher secured...

If you are wondering whether CNH Industrial is quietly turning into a value opportunity, or if the lower share price is a warning sign, this article will walk you through what the numbers are really saying. The stock has bounced 3.4% over the last week and 2.0% over the past month, but it is still down 11.5% year to date and 16.8% over the last year, which is exactly the kind of setup value investors like to investigate. Recently, the market has been reacting to shifting expectations around...

Circle Internet Group (CRCL) has quietly slipped about 15% over the past month and roughly 34% in the past 3 months, even as revenue and net income growth remain firmly positive. See our latest analysis for Circle Internet Group. Zooming out, that 30 day and 90 day slide in the share price return sits against a still positive year to date share price return of 6.2%, suggesting momentum has cooled but growth expectations have not disappeared at $88.41. If Circle’s recent pullback has you...

Best Buy has added Dylan Jadeja, chief executive officer of Riot Games and former Goldman Sachs consumer retail leader, to its Board of Directors, and on December 5, 2025, the company also appointed him to its Compensation and Human Resources Committee and its Finance and Investment Policy Committee effective March 2, 2026. By bringing in a leader with deep experience across gaming, digital content, and finance, Best Buy is signaling a stronger push to align its leadership expertise with...

In recent months, Innovative Industrial Properties has contended with rising tenant defaults that are pressuring funds-from-operations and pushing its dividend payout ratio higher, even as rental revenues show some sequential improvement. This tension between elevated tenant risk and management’s choice to maintain the dividend has sharpened investor focus on whether cash flows can reliably cover future distributions and support re-leasing efforts across the portfolio. We will now examine...

If you have ever wondered whether Carnival Corporation & is still a bargain after its big recovery story, you are in the right place. We are going to walk through what the current price really implies about its value. The stock has slipped 2.3% over the last month and is roughly flat over the past year at a 1.2% loss, but zooming out to three years it is still up 194.3%. This indicates that sentiment has already shifted significantly from the lows. That reversal has been underpinned by...

Super Micro Computer (SMCI) just rolled out its new liquid cooled NVIDIA HGX B300 systems and validated FlexTwin with Cornelis networking, a combo aimed squarely at the next wave of AI and HPC demand. See our latest analysis for Super Micro Computer. Despite the new HGX B300 launches and the Cornelis FlexTwin validation, Super Micro Computer’s share price has been under pressure, with a roughly 10% 1 month share price return and 22% 3 month share price return pulling back some of its earlier...

If you have been wondering whether Mosaic is quietly turning into a value play, you are not alone. This article is going to unpack exactly what the market might be missing. The stock is down about 1.5% over the last week, 7.6% over the last month and 8.1% over the past year. It is still up 14.2% over five years, a mixed picture that can hide some interesting value dynamics. Recently, investors have been digesting headlines around fertilizer demand, shifting crop prices and the broader...

SM Energy (SM) has quietly outperformed the broader energy space over the past month, with the stock up about 11% even after a rough past 3 years for shareholders. See our latest analysis for SM Energy. The recent 10.85% 1 month share price return looks more like a bounce than a full reversal, given the steep year to date share price decline and weak 1 year total shareholder return. If SM Energy has you rethinking your exposure to cyclicals, it could be a good moment to explore aerospace and...

In recent days, activist investor Jana Partners urged Alkami Technology to explore a potential sale or other strategic alternatives, while Alkami’s MANTL solution team announced that Financial Plus Credit Union won the Future Branches Innovator Award for “Most Effective Technology Implementation” after revamping its account opening process with MANTL’s omnichannel platform. Together, the activist pressure and MANTL’s award-winning implementation highlight both external interest in unlocking...

Recent Trading Context for Serve Robotics Serve Robotics (SERV) has been on a bumpy ride lately, with the stock sliding over the past week even as it still sits higher than a month ago. This leaves investors weighing short term volatility against a longer term story. See our latest analysis for Serve Robotics. At around $12.22 per share, Serve Robotics has seen its 30 day share price return swing higher while the year to date share price return remains in negative territory. Recent momentum...