U.S. Telecom Services and Carriers Stock News

DaVita Inc. recently appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer, expanding its leadership bench across talent, strategy, and innovation. These leadership changes highlight DaVita’s focus on culture, patient-centered care, and long-term strategy as it responds to operational and cost pressures. We’ll now examine how this leadership reshaping, alongside rising patient care costs, may influence DaVita’s broader investment narrative. AI...

CONMED (CNMD) is reshaping its portfolio after deciding to exit gastroenterology, accelerating the end of its GORE VIABIL biliary stent distribution deal as Olympus takes over U.S. rights in early 2026. See our latest analysis for CONMED. Despite this strategic refocus, CONMED’s 1 year total shareholder return of negative 44.21 percent and year to date share price return of negative 41.8 percent suggest sentiment is still cautious, with momentum clearly fading rather than building. If this...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Four Corners Property Trust recently expanded its portfolio with several newly constructed, net-leased properties across automotive services, healthcare, and pet care in Colorado, Alabama, New York, Georgia, Illinois, and Wisconsin, with cap rates generally around the high-6% to 7% range on rent at closing. Shortly after this acquisition streak, Evercore’s reassessment of Four Corners Property Trust’s valuation and outlook led to a research rating downgrade, adding a new dimension to how...

Airbnb (ABNB) just ran into a serious regulatory wall in Spain, where consumer authorities hit the platform with a €64 to €68 million fine tied to tens of thousands of allegedly unlicensed listings. See our latest analysis for Airbnb. Despite the Spanish fine and other recent headlines around legal disputes and insider selling, Airbnb’s 1 month share price return of just over 8 percent suggests investors are still leaning toward a steady, long term growth story, backed by a roughly 51 percent...

DraftKings (DKNG) just posted a solid jump in New York, with its betting handle up about 16% and revenue up 13% year over year, while also securing a mobile betting license in Missouri. See our latest analysis for DraftKings. That New York momentum and the new Missouri license come as the share price sits at about $34.54, with a strong 1 month share price return of 16.77 percent but a softer 1 year total shareholder return of negative 15.18 percent. This suggests near term enthusiasm...

Saba Capital Management just doubled down on ASA Gold and Precious Metals (NYSE:ASA), adding to its already large position through multiple December purchases. That renewed conviction is exactly what has traders revisiting this high flying gold fund. See our latest analysis for ASA Gold and Precious Metals. That backdrop of heavy insider style buying comes on top of powerful recent price action, with a 20.18% 1 month share price return and a 173.51% year to date share price gain contributing...

EastGroup Properties has announced a broad slate of leadership changes effective January 1, 2026, including promoting R. Reid Dunbar to President, Staci H. Tyler to Chief Financial Officer and Treasurer, and Brent W. Wood to the newly created role of Chief Operating Officer, alongside Michelle Rayner’s elevation to Chief Accounting Officer. By elevating long-tenured internal executives across finance and operations while planning for regional leadership succession, the company is signaling...

Earlier in December 2025, Hewlett Packard Enterprise reported fourth-quarter and full-year results showing higher sales but sharply lower net income, reaffirmed and raised parts of its fiscal 2026 earnings outlook, and declared a regular US$0.1425 per share dividend payable in January 2026. At the same time, HPE leaned further into AI and hybrid cloud with expanded GreenLake and networking offerings built around the Juniper acquisition and NVIDIA partnerships, underscoring a shift toward...

On December 10, 2025, an SEC filing showed JFrog director Yossi Sela sold 25,000 shares, extending a year-long pattern of insider disposals. This continued run of insider selling, with 0 insider purchases and 82 sales over the past year, may prompt investors to revisit assumptions about internal confidence and alignment. We’ll now examine how this pattern of insider selling may influence JFrog’s investment narrative, particularly expectations around growth, risk, and governance. Outshine the...

Starbucks (SBUX) is in the spotlight as its largest ever U.S. barista strike, fresh legal challenges, and an aggressive transformation push under CEO Brian Niccol collide. This confluence of events is giving investors plenty to reassess. See our latest analysis for Starbucks. Despite the strikes, lawsuits, and transformation drive, Starbucks’ 1 year total shareholder return of minus 5.2 percent and year to date share price return of minus 7.7 percent suggest momentum has been fading rather...

Earlier this month, CLEAR announced a contract with the Centers for Medicare & Medicaid Services to integrate its CLEAR1 identity platform into Medicare.gov from early 2026, while also rolling out CLEAR ID, a free mobile digital ID for TSA checkpoints, and expanding healthcare partnerships with Welldoc and Sharecare. Together, these moves extend CLEAR’s identity technology well beyond airports, embedding it into federal healthcare infrastructure and consumer health apps, which could deepen...

IDEX (IEX) has quietly climbed about 11% over the past 3 months, even as its year to date and 1 year returns remain negative. That mix of recovery and lag is drawing fresh attention. See our latest analysis for IDEX. Zooming out, that 30 day 7.7% share price return sits alongside a weak year to date share price performance and a negative one year total shareholder return. This suggests recent momentum is rebuilding as investors reassess IDEX’s growth and risk profile. If IDEX’s rebound has...

In early December 2025, Victoria’s Secret & Co. reported third-quarter 2025 sales of US$1,472 million with a reduced net loss of US$37 million, raised its full-year 2025 net sales outlook to US$6.45–6.48 billion, and projected fourth-quarter net sales of US$2.17–2.20 billion, above last year’s US$2.106 billion. Wells Fargo’s upgrade of Victoria’s Secret, citing improving product and marketing execution and a rebound at PINK, suggests that recent operational changes are starting to influence...

In December 2025, Agree Realty Corporation’s board approved and declared a higher monthly cash dividend of $0.262 per common share, equivalent to an annualized $3.144 and reflecting a 3.6% increase over the fourth-quarter 2024 rate, along with a monthly dividend of $0.08854 per Series A preferred depositary share. This dividend increase signals management’s confidence in the REIT’s cash flow profile and underscores its continued emphasis on delivering consistent income to both common and...

Stryker recently declared a quarterly dividend of US$0.88 per share payable on January 30, 2026, a 4.8% increase versus the prior year, and earlier this month named long-time executive Spencer Stiles as President and COO effective January 1, 2026, with Dylan Crotty stepping up as Group President of Orthopaedics. Taken together with a strengthening cranio maxillofacial fixation devices market, these internal promotions suggest Stryker is pairing leadership continuity with exposure to a...

Earlier this month, SoundHound AI announced a partnership with OpenTable to power a fully conversational, in-vehicle voice reservations agent that lets drivers and passengers find, select, and book tables hands-free through car infotainment systems, tapping into a network of over 60,000 restaurants worldwide. This move expands SoundHound’s in-car voice commerce platform beyond food ordering into end-to-end dining transactions, highlighting how the company is trying to turn its conversational...

Earlier in December 2025, Baldwin Insurance Group President James Morgan Roche sold 239,200 Class A shares for about US$5.74 million, while the company reported third-quarter earnings that exceeded analyst expectations and secured lender commitments for a US$600 million incremental term loan, lifting its facility to US$1.60 billion. This combination of insider selling, stronger-than-forecast financial results, and expanded borrowing capacity has sharpened investor focus on Baldwin’s growth...

Analysts are warming up to Zurn Elkay Water Solutions (ZWS) after a wave of upbeat coverage following its better than expected third quarter earnings and raised full year guidance, and investors are paying attention. See our latest analysis for Zurn Elkay Water Solutions. That mix of upbeat earnings, raised guidance, and fresh Buy ratings appears to be feeding into a constructive trend, with a strong year to date share price return of 27.8 percent and a hefty three year total shareholder...

Recent performance and why Bancorp is on investors radar Bancorp (TBBK) has quietly outperformed this year, with the stock up about 31% year to date and roughly 22% over the past year, even after a recent 1% pullback. See our latest analysis for Bancorp. With the share price now around $67.58, Bancorp’s roughly 10% 1 month share price return contrasts with a softer 3 month patch, while a powerful multi year total shareholder return suggests momentum is pausing rather than breaking. If...

Earlier this month, Paychex outlined fresh AI-driven upgrades across its Paychex Flex, Paycor and SurePayroll platforms and reaffirmed its intent to keep deploying capital into acquisitions once the large Paycor integration is further along. These moves signal Paychex is trying to turn AI from a back-office tool into a frontline “teammate,” reshaping how small and mid-sized clients run payroll, HR and compliance. Next, we’ll examine how Paychex’s push into AI-enabled HCM across Flex, Paycor...

In recent days, Linde has attracted renewed attention as multiple banks reiterated positive views on its long-term growth model, underpinned by a project backlog of over US$7.10 billion and continued shareholder returns via dividends and buybacks, following a period of softer industrial demand. An interesting development is the uptick in insider share purchases, including by CEO Sanjiv Lamba, which many investors interpret as a concrete signal of management’s confidence in Linde’s future...

How the new 0 Series launch ties into Helios Technologies stock Helios Technologies, Inc. (HLIO) just expanded its Sun Hydraulics lineup with the new 0 Series counterbalance valves, targeting cramped, demanding hydraulic applications and subtly reinforcing the company’s edge in precision motion control. For shareholders, this kind of focused product development can matter over time, especially when it supports higher margin, engineering driven niches rather than chasing pure volume. See our...

In recent days, HEICO has drawn attention as Citi initiated coverage with a Buy rating while the company announced acquisitions of Axillon Aerospace’s Fuel Containment Business and EthosEnergy’s aerospace and defense repair operations, ahead of its Q4 2025 earnings release on December 18. Together, the earnings anticipation, analyst optimism, and expansion of HEICO’s Flight Support footprint through these deals highlight how management is leaning into aerospace aftermarket growth and repair...