U.S. Telecom Services and Carriers Stock News

Gevo, Inc. has completed a leadership reshuffle, appointing Dr. Paul Bloom as President and board director in December 2025, while long-serving CEO Dr. Patrick Gruber became Executive Chair ahead of his planned retirement on April 1, 2026, when Bloom is set to take over as CEO. This planned succession elevates a leader with deep experience in renewable resource-based technologies and Gevo’s jet fuel and carbon businesses, potentially influencing how the company executes its growth and...

RenaissanceRe Holdings recently extended its secured letter of credit facility with Citibank Europe to maintain up to US$320 million in capacity, with an option to increase to US$350 million and maturities now running through the end of 2026 and 2027, while its two investment-grade preferred stocks continue to trade below par. This combination of enhanced bank-backed collateral access and discounted preferred securities underscores a balance sheet that appears resilient even as analysts...

Broadcom (AVGO) has quietly become one of the market’s steadier compounders, and the recent pullback after a strong year to date has investors asking whether this is a healthy reset or an early warning sign. See our latest analysis for Broadcom. The recent pullback leaves Broadcom trading at $350.22, with a powerful year to date share price return but a softer 1 month move suggesting momentum is pausing rather than breaking. Multi year total shareholder returns still point to a strong long...

ICU Medical (ICUI) is back on investors radar after its latest trading move highlighted simmering worries around weakening sales and shrinking free cash flow margins, a combination that is starting to pressure sentiment. See our latest analysis for ICU Medical. Those pressures help explain why, despite a solid 24.3% 3 month share price return to about $146.98, ICU Medical still shows a weak 1 year total shareholder return and softer multi year performance. This suggests recent momentum is...

Earlier this week, Amphastar Pharmaceuticals director Floyd Petersen exercised 16,679 stock options and sold the resulting shares for about US$441,800, shortly after the company secured FDA approval for its teriparatide injection prefilled pen for severe osteoporosis. This FDA green light not only broadens Amphastar’s treatment portfolio in a high‑need bone health market, but also arrives alongside an ongoing multi‑year share repurchase program that has already retired over 14.10 million...

In December 2025, Sanmina Corporation announced a major expansion of its Energy business with a new Houston, Texas factory aimed at the US energy market, capable of producing medium-voltage distribution transformers, instrument transformers and switchgear, with production targeted to begin in 2027 and initial customer commitments already secured. By pairing this Houston build-out with a co-design agreement and broader collaboration framework with Koncar - Electrical Industry Inc., Sanmina is...

Lindsay (LNN) just locked in an approximately 80 million dollar supply agreement in the MENA region, a contract that could materially lift fiscal 2026 revenue while deepening the company’s footprint in international irrigation markets. See our latest analysis for Lindsay. Despite the contract win, Lindsay’s 1 year total shareholder return is still slightly negative, and the 3 year total shareholder return remains deeply underwater. This suggests long term momentum has yet to turn...

Oklo (OKLO) has been on a volatile run lately, with the stock up sharply this year even after a pullback over the past month and past 3 months. Investors are trying to reconcile that surge with a pre revenue, loss making profile. See our latest analysis for Oklo. That mix of hype and hesitation is showing up in the numbers, with Oklo’s share price returning 272 percent year to date but sliding over the past quarter as early investors reassess execution risk versus long term potential. If the...

Earlier this week, NETSTREIT’s CFO and Treasurer, Daniel P. Donlan, increased his personal stake by purchasing 1,000 additional shares, bringing his holdings to 25,075 shares amid disclosures highlighting a 99.9% occupancy rate and minimal credit losses. This purchase extends a year-long pattern of insider accumulation, with eight insider buys and no insider sales, underscoring leadership’s conviction in the resilience of NETSTREIT’s necessity-based, investment‑grade tenant portfolio and...

Event driven upgrade to HNI’s digital sales engine HNI (HNI) is drawing attention after partnering with 3D Cloud to replace its legacy 2D product configurator with an interactive 3D platform that now supports quoting and sales across multiple office furniture brands. See our latest analysis for HNI. The stock’s recent 1 month share price return of 4.9 percent has not yet reversed its negative year to date performance, but a strong 3 year total shareholder return of about 67 percent suggests...

Globus Medical (GMED) has quietly outperformed many medical device peers over the past 3 months, with shares climbing roughly 60%, prompting investors to revisit what is driving the stock’s renewed momentum. See our latest analysis for Globus Medical. Zooming out, the recent 60.49% 3 month share price return compares with a more modest 5.94% one year total shareholder return. This suggests momentum has only really accelerated lately as investors warm to its growth profile and robotics...

Earlier this year, Moody's assigned National Storage Affiliates Trust a Baa3 credit rating, citing its 1,069-property, 37-state footprint, strong unencumbered asset base, and elevated leverage. The rating highlights how NSA’s high proportion of unencumbered assets and market-adjusted asset coverage of 271% are balanced against debt and preferred stock totaling 61% of assets. Next, we’ll explore how Moody’s Baa3 rating, and the leverage it highlights, may reshape National Storage Affiliates...

Parsons (PSN) has quietly slid about 24% over the past month and roughly 21% in the past 3 months, even as revenue and net income continue to grow at mid single digit and double digit clips. See our latest analysis for Parsons. Zooming out, Parsons latest share price of $62.84 leaves it with a steep year to date share price return of about negative 31 percent. Even so, its three year total shareholder return of roughly 38 percent still signals a solid long term uptrend, with momentum now...

Earlier in December 2025, Wix.com Ltd. announced an expanded collaboration with Stripe that brings localized payment methods and unified payment management to eligible Wix merchants across 11 European countries and the UK, alongside integration with Stripe’s new Agentic Commerce Suite to support selling through multiple AI shopping agents. By deepening its Stripe partnership beyond North America and connecting merchants to AI-driven commerce channels, Wix is positioning its payments...

In recent years Sherwin-Williams has reported organic revenue growth and earnings per share increases that trailed industry benchmarks, while its free cash flow margin has compressed as the company increased investment to protect its competitive position. This combination of slower-than-peer growth and rising investment needs highlights how Sherwin-Williams is working harder to hold ground in a more demanding coatings market. We’ll now examine how Sherwin-Williams’ weaker organic growth...

LandBridge Company LLC previously announced development agreements with Samsung C&T Renewables subsidiaries to lease acreage for two Battery Energy Storage System projects in Pecos and Loving counties, Texas, totaling 350 MW and targeting commercial operation as early as year-end 2028. These first battery storage projects on LandBridge’s acreage highlight how the company is using its land footprint to expand into grid-supportive renewable infrastructure alongside its conventional energy...

Guardant Health (GH) just teamed up with Trial Library in a data heavy, AI driven push to make cancer clinical trial enrollment easier, especially in community clinics that usually sit on the sidelines. See our latest analysis for Guardant Health. The collaboration lands after a powerful run for the stock, with a roughly 70 percent 3 month share price return and a year to date share price return above 220 percent, which hints that investors see momentum and growth potential building. If this...

MannKind Corporation recently reported that the FDA approved a supplemental New Drug Application expanding FUROSCIX on-body Infusor use to pediatric patients weighing at least 43 kg, while the USPTO issued five new patents potentially protecting the FUROSCIX ReadyFlow Autoinjector through 2040. By simultaneously widening the eligible patient population and reinforcing long-term patent coverage for its FUROSCIX platform, MannKind has strengthened both the clinical and competitive foundation...

Recent Performance and Investor Context Blackstone Mortgage Trust (BXMT) has quietly delivered a solid run for income-focused investors, with the stock up about 20 % over the past year and roughly 11 % year to date. See our latest analysis for Blackstone Mortgage Trust. That steady climb toward the current 19.83 dollar share price, with an 11.59 percent year to date share price return and a 19.86 percent one year total shareholder return, suggests momentum is gradually rebuilding as investors...

VEON (NasdaqGS:VEON) just tied two big threads together, successfully testing Starlink Direct to Cell in Kazakhstan while also deepening its tech partnership with Rakuten on next generation networks and digital services. See our latest analysis for VEON. These kinds of network wins have quietly underpinned a solid run for VEON, with a strong year to date share price return sitting alongside an even more impressive multi year total shareholder return that signals momentum is still building...

Flutter Entertainment recently launched FanDuel Predicts with CME Group in five U.S. states, offering event contracts on financial indicators and sports outcomes as it pushes further into regulated online betting. Alongside this product expansion, the company has moved to deepen its governance and external affairs expertise by appointing Pfizer executive Sally Susman as a future non-executive director, effective after its May 2026 AGM. We’ll now explore how FanDuel Predicts’ early U.S...

In recent weeks, ARK Investment Management lifted its holdings in Recursion Pharmaceuticals by acquiring more than 2.8 million shares, while J.P. Morgan upgraded the company after strong Phase 1b/2 data for the AI-discovered candidate REC-4881 signaled meaningful efficacy and commercial promise. Together, the increased institutional ownership and favorable reassessment of REC-4881 highlight growing confidence that Recursion’s AI-first discovery platform is beginning to translate into...

Skyworks Solutions (SWKS) has been grinding through a tough stretch, with the stock down sharply over the past year even as revenue and net income still managed to grow modestly. See our latest analysis for Skyworks Solutions. That weak year to date share price return of around negative 27 percent and a roughly negative 26 percent total shareholder return over the past year suggest sentiment has cooled, even as modest growth keeps longer term recovery potential on the table. If Skyworks has...

MARA Holdings (MARA) is back in focus after insider stock sales by its CEO and CFO surfaced, alongside a strategic pivot toward energy and compute infrastructure projects developed with MPLX. See our latest analysis for MARA Holdings. The insider sales and strategic shift arrive after a tough stretch for shareholders, with a 30 day share price return of minus 11.33 percent and a one year total shareholder return of minus 50.67 percent, even though the three year total shareholder return of...