U.S. Telecom Services and Carriers Stock News

In the past quarter, Synopsys reported fourth-quarter 2025 revenue of US$2,254.86 million, significantly higher than a year earlier, while net income fell to US$448.7 million, and also issued guidance calling for up to US$2,415 million in first-quarter 2026 revenue and as much as US$9.66 billion for fiscal 2026. Earlier in December, NVIDIA deepened its relationship with Synopsys through a multiyear AI and accelerated-computing collaboration and a US$2 billion equity investment at US$414.79...

Jim Cramer’s recent “stay away” remarks about Dorman Products (DORM), coming right after the company reaffirmed its 2025 growth guidance, have put the stock under a spotlight for all the wrong reasons. See our latest analysis for Dorman Products. Those comments have landed at a tricky moment for Dorman, with the share price now around $128.01 and a 90 day share price return of roughly negative 21 percent contrasting with a still solid three year total shareholder return near 59 percent. This...

Recent analyst commentary around AppLovin (APP) is really centered on one thing: the Axon 2 AI platform quietly reshaping its ad business across mobile apps, e commerce, connected TV, and streaming. See our latest analysis for AppLovin. That backdrop helps explain why, even with a recent pullback that left the latest share price at $670.67 and a 1 day share price return of minus 6.46 percent, AppLovin still shows a year to date share price return of 96.23 percent and a three year total...

Southern (SO) just agreed to a settlement in Georgia’s All Source Request for Proposals that could lift its capital spending by about $4 billion, and the stock is already reflecting that shift. See our latest analysis for Southern. The stock’s muted 1 day share price move and softer 1 month share price return come after this capex heavy settlement. Yet a 1 year total shareholder return of 6.6 percent and a five year total shareholder return of about 70 percent suggest long term momentum...

Earlier this month, Expeditors International of Washington presented at Virtual Access Day on December 8, 2025, highlighting its role as a global third-party logistics provider across air and ocean freight. The presentation followed a period in which Expeditors exceeded market expectations on both revenue and earnings per share, reinforcing investor focus on its operational efficiency and demand resilience. We’ll now explore how Expeditors’ stronger-than-expected quarterly results shape its...

GlobalFoundries Inc. has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025, following his tenure as Senior Vice President of Business Finance & Operations and Interim CFO. Franklin’s promotion consolidates finance, operations, and investor relations under a leader with deep internal experience, potentially reinforcing GlobalFoundries’ long-term execution around differentiated chip technologies and AI-related demand. Now, we’ll explore how Franklin’s elevation to...

Natera (NTRA) shares have quietly outpaced much of the biotech space this year, climbing strongly on the back of double digit revenue growth and rapidly improving net income trends that have investors rethinking its valuation. See our latest analysis for Natera. Beyond the latest results, the share price has surged to $231.95, with a roughly 35% 3 month share price return and a 3 year total shareholder return above 430%, which together signal solid, momentum driven optimism around Natera’s...

Exact Sciences (EXAS) has quietly become one of the stronger movers in diagnostics this month, with shares climbing sharply as investors focus on its improving revenue growth and narrowing losses in cancer testing. See our latest analysis for Exact Sciences. That sharp 30 day share price return of over 50 percent builds on a powerful 90 day gain and a 67 percent one year total shareholder return. This is a clear sign that sentiment has swung toward Exact Sciences growth story despite its...

Enliven Therapeutics (ELVN) just reshuffled its top ranks, naming industry veteran Richard Fair as CEO, President, and board member, while co founder Sam Kintz shifts to Head of Pipeline to focus on R and D. See our latest analysis for Enliven Therapeutics. The leadership shake up lands after a rough stretch for the stock, with a 7 day share price return of minus 22.7 percent and a 1 year total shareholder return of minus 27.17 percent. This suggests momentum has been fading despite the late...

Science Applications International Corporation recently reported third-quarter fiscal 2026 results showing lower year-on-year sales and earnings, while also updating full-year revenue guidance, completing a US$407.16 million share repurchase program, and declaring a US$0.37 per-share quarterly dividend payable on January 28, 2026. Taken together, the mix of softer quarterly performance, a slightly higher revenue outlook, and ongoing buybacks and dividends points to a company balancing...

Why STAG Industrial Stock Is Drawing Fresh Attention STAG Industrial (STAG) has quietly outperformed many REIT peers this year, with the stock up around 14% year to date and nearly 10% over the past year, even after a recent pullback. See our latest analysis for STAG Industrial. That steady climb has come even as the latest 1 day and 1 month share price returns are slightly negative, suggesting some profit taking after a strong year to date share price return and solid multi year total...

EverCommerce (EVCM) is back in the spotlight after doubling down on AI powered vertical SaaS, selling noncore assets, buying focused platforms like ZyraTalk, and extending its share buyback plan alongside a fresh debt refinancing. See our latest analysis for EverCommerce. The market seems to be warming back up to that sharper AI powered SaaS focus, with EverCommerce’s 42.96% 1 month share price return pushing the stock near recent highs. However, the 1 year total shareholder return is still...

PVH Corp. recently reported third-quarter 2025 results showing sales of US$2,294.3 million but net income dropping sharply to US$4.2 million, with diluted EPS from continuing operations slipping to US$0.09. Despite modest sales growth over the quarter and nine-month period, the steep earnings compression alongside only slightly positive revenue guidance and continued buybacks raises questions about the quality and resilience of PVH’s profit engine. We’ll now examine how PVH’s sharply weaker...

Impact of Denali Therapeutics Follow on Offering Denali Therapeutics (DNLI) just wrapped up a $200 million follow on equity offering, mixing new common shares with pre funded warrants. The deal is already shaping how investors think about dilution and Denali’s cash runway. See our latest analysis for Denali Therapeutics. That capital raise comes after a choppy stretch where the share price has swung sharply, with a strong 90 day share price return contrasting with a much weaker one year total...

Third quarter beat and credit upgrade put Deluxe in a stronger spot Deluxe (DLX) just delivered a stronger than expected third quarter and picked up a credit upgrade to B+ with a stable outlook, a one two that signals improving balance sheet strength. See our latest analysis for Deluxe. The upbeat quarter and credit upgrade seem to be feeding into a slow but positive shift in sentiment, with Deluxe’s share price returning 10.29% over the last month and a solid 58.60% three year total...

MSA Safety (MSA) has quietly outperformed the broader market over the past month, with the stock climbing about 4% even as its one year return remains slightly negative and volatility stays contained. See our latest analysis for MSA Safety. Zooming out, that recent 1 month share price strength sits against a softer backdrop, with the share price still slightly lower year to date while the 3 year total shareholder return of about 30% shows the longer term wealth creation story remains intact...

Kaiser Aluminum (KALU) has quietly put together a strong run, with the stock up roughly 19% over the past month and about 40% in the past 3 months, drawing fresh valuation questions. See our latest analysis for Kaiser Aluminum. Zooming out, that recent surge sits on top of a solid year to date, with a share price return of roughly 55% and a three year total shareholder return above 60%. This suggests momentum is still building as investors reassess its recovery story and earnings power. If...

Photronics (PLAB) just turned heads with a fourth quarter that delivered sharp profit growth, even as revenue slipped slightly. The market is paying attention to what that says about margins and demand. See our latest analysis for Photronics. The strong fourth quarter and upbeat 2026 guidance helped propel Photronics’ 1 month share price return to about 72%, contributing to a 5 year total shareholder return of roughly 229%, suggesting momentum is firmly building rather than fading. If this...

Earlier this month, Snap Inc. expanded its board from eleven to twelve members and appointed Matthew McRae, the long‑time technology executive and current Arlo Technologies CEO, as a director effective December 4, 2025. By adding a leader with deep experience in connected devices, consumer technology, and digital platforms, Snap may be reinforcing its focus on product innovation and operational discipline at the board level. We’ll now consider how bringing Matthew McRae’s technology and...

Flywire (FLYW) just took another deliberate step into Asian education payments by partnering with TenPay Global so Chinese students can use Weixin Pay for tuition at universities in South Korea and Malaysia. See our latest analysis for Flywire. The TenPay Global deal lands at a time when sentiment on Flywire is still cautious, with the share price at $14.77 and a year to date share price return of negative 26.52 percent. However, the 90 day share price return of 10.64 percent and 7 day share...

CVB Financial (CVBF) has quietly drifted lower over the past year even as its underlying business keeps posting steady revenue and profit growth, which naturally raises the question: is the current share price underestimating its earnings power? See our latest analysis for CVB Financial. At around $19.92, the share price has climbed in recent weeks with a 1 month share price return of 5.62 percent. However, the 1 year total shareholder return of negative 9.93 percent shows momentum is still...

Bausch + Lomb (NYSE:BLCO) just got a confidence boost, with recent analyst upgrades helping nudge the stock higher even as the company reshapes its balance sheet through a multibillion dollar debt refinancing. See our latest analysis for Bausch + Lomb. The recent analyst upgrades and debt refinancing have helped the share price regain some momentum, with a 30 day share price return of about 9% and a 3 year total shareholder return of roughly 15%, even though year to date share price...

Centessa Pharmaceuticals (CNTA) just put its orexin strategy front and center by naming Mario Alberto Accardi as CEO and board member, a leadership shift closely aligned with its focused neuroscience pipeline. See our latest analysis for Centessa Pharmaceuticals. The leadership reshuffle lands after a sharp run up in the stock, with Centessa’s 90 day share price return of 20.39 percent and one year total shareholder return of 59.99 percent suggesting momentum is still building despite recent...

Halliburton (HAL) just put a clearer marker on its energy transition strategy by expanding its VoltaGrid partnership to secure manufacturing for 400 MW of modular natural gas power aimed at hyperscale data centers across the Eastern Hemisphere. See our latest analysis for Halliburton. The VoltaGrid deal lands after a busy few weeks for Halliburton, including new C suite appointments and upcoming earnings. It also rides on solid momentum, with a 90 day share price return of 27.65 percent and a...