U.S. Telecom Services and Carriers Stock News

AutoZone, Inc. has reported past first-quarter 2025 results, with sales rising to US$4,628.63 million while net income and earnings per share declined year over year. The combination of higher revenue but lower profitability, alongside management’s commitment to opening more locations, highlights both growth ambition and cost pressures. We’ll now examine how AutoZone’s higher sales but softer earnings shape its investment narrative and the outlook for continued store expansion. Rare earth...

Insider selling puts fresh focus on Cogent Communications Holdings Cogent Communications Holdings (CCOI) is back on investors radar after Chief Financial Officer Thaddeus Weed sold 7,300 shares on December 11, extending a year long pattern of insider selling without any offsetting purchases. See our latest analysis for Cogent Communications Holdings. The latest CFO sale lands against a volatile backdrop. Cogent’s 7 day share price return of 18.6 percent and 30 day share price return of 32.6...

Oshkosh (OSK) has been quietly rewarding patient investors, with the stock climbing about 6% over the past month and more than 40% year to date, driven by solid revenue and earnings growth. See our latest analysis for Oshkosh. That momentum is not a flash in the pan. Oshkosh has delivered a robust year to date share price return, while a solid one year total shareholder return suggests investors are increasingly pricing in its earnings traction and defense exposure rather than backing...

On December 4, 2025, First Busey increased its equity buyback authorization by 4,000,000 shares, bringing the total program to 11,666,667 shares. This expanded repurchase capacity highlights management’s willingness to return capital to shareholders and may signal confidence in the company’s underlying fundamentals. Next, we’ll explore how this enlarged buyback program shapes First Busey’s investment narrative, especially its approach to shareholder returns and capital allocation. Rare earth...

Recently, UBS maintained its Neutral rating on Peabody Energy while lifting its outlook on the coal producer’s prospects across its seaborne thermal and metallurgical segments. This shift in analyst sentiment highlights how Peabody’s positioning in both power and steel-related coal markets is increasingly shaping investor expectations. We’ll now explore how this improved analyst confidence in Peabody’s coal portfolio influences the company’s existing investment narrative. This technology...

Aflac (AFL) just expanded its public sector reach by naming Ameriflex as its new administrative partner for spending accounts, giving investors a fresh angle on the stock's growth and service capabilities. See our latest analysis for Aflac. The Ameriflex deal slots neatly into a steady year for Aflac, with the share price at $110.05 and a solid year to date share price return of 7.51 percent. A robust five year total shareholder return of 181.67 percent suggests longer term momentum remains...

U.S. Bancorp’s board has declared a regular quarterly dividend of US$0.52 per common share, and a series of quarterly dividends across its preferred stock classes, all payable on January 15, 2026, to shareholders of record as of December 31, 2025. Together with earlier announcements of a higher quarterly dividend and a multibillion‑dollar share repurchase authorization, these payouts highlight how U.S. Bancorp is currently using its capital strength to reward both common and preferred...

Rapport Therapeutics (RAPP) just put RAP-219 squarely on investors radar, unveiling detailed Phase 2a epilepsy data at the American Epilepsy Society meeting that backs up earlier efficacy signals and clarifies the path toward pivotal Phase 3 trials. See our latest analysis for Rapport Therapeutics. The latest RAP-219 update lands on top of already strong momentum, with a roughly 24 percent 1 month share price return and a year to date share price return of about 65 percent. This suggests...

Morgan Stanley’s new Overweight rating on Solaris Energy Infrastructure (SEI), together with recent target bumps from Piper Sandler and Barclays, puts fresh attention on how this data center power specialist might perform through 2028. See our latest analysis for Solaris Energy Infrastructure. The upbeat analyst coverage lands just as SEI cools off from a sharp run, with a 1 day share price return of negative 14.81 percent following a 90 day share price return of 43.07 percent and a powerful...

In recent days, United Rentals has drawn fresh attention as analysts at firms including Morgan Stanley and Citigroup reaffirmed positive views, while the company completed a US$1.50 billion senior notes offering and expanded internationally through the acquisition of Australian rental business Alfasi Hire. Together with a high GF Score of 95 out of 100 and an 18.45% operating margin increase over five years, these moves highlight how United Rentals is reinforcing its position as a...

Comerica (CMA) is back on investors radar after upbeat quarterly results coincided with its Q4 2025 Small Business Pulse Index, which shows strong client optimism and new plans for capital spending that could support lending activity. See our latest analysis for Comerica. That optimism is showing up in the price action too, with Comerica’s share price up sharply over the past quarter and a strong year to date share price return suggesting momentum is building, while a solid multi year total...

Agree Realty (ADC) just gave income focused investors something to chew on, as the board signed off on a 3.6% bump to its monthly common dividend, signaling steady confidence in the REIT’s cash flows. See our latest analysis for Agree Realty. Even with this dividend bump, Agree Realty’s share price at $71.75 has delivered only modest upside. The 1 year total shareholder return is roughly flat, while the 5 year total shareholder return is about 39%. This suggests that long term compounding...

In early December 2025, Trinity Industries, Inc. raised its quarterly dividend on common stock to US$0.31 per share, marking its 247th consecutive dividend payment and seventh straight annual increase, while also participating in the Goldman Sachs Industrials and Materials Conference 2025. This long-running pattern of dividend growth highlights Trinity’s emphasis on consistent cash returns to shareholders, adding an extra dimension to how investors may assess its railcar-focused business...

Equifax (EFX) just rolled out Income Qualify, a mortgage tool that gives lenders earlier access to verified income and employment data. The goal is to streamline prequalification while tightening risk controls in a still cautious housing market. See our latest analysis for Equifax. The launch of Income Qualify fits into a broader push to monetize Equifax’s data assets, and the market seems cautiously constructive. A 7 day share price return of 4.41 percent and a 30 day share price return of...

Western Alliance Bancorporation recently appointed cybersecurity expert Dr. Michael Papay and veteran risk executive Clarke Starnes III to its Board as the bank approaches the US$100 billion asset threshold and prepares for Large Financial Institution status. These additions bring deep experience in technology risk, cybersecurity, and enterprise risk management, which may prove important as Western Alliance faces higher regulatory expectations and more complex operational risks. Next, we’ll...

If you are wondering whether Palantir Technologies is still a smart buy after its huge run, or if most of the upside is already priced in, you are not alone. The stock has climbed 1.0% over the last week, 5.5% over the past month, and an eye catching 144.1% year to date, with a 141.3% gain over the last year and an extraordinary 2560.4% rise over three years, putting it firmly on growth investors’ radar. Recently, Palantir has stayed in the spotlight as governments and large enterprises...

ImmunityBio previously announced that the European Medicines Agency had recommended granting a conditional EU marketing authorization for ANKTIVA, in combination with BCG, to treat BCG-unresponsive non-muscle invasive bladder cancer carcinoma in situ based on a single-arm trial in 100 adults. This marks the first EMA-recommended immunotherapy for this form of bladder cancer that activates NK cells, T cells, and memory T cells, potentially offering an alternative to radical surgery for...

Empire State Realty Trust (ESRT) just rolled out a $500 million share repurchase plan alongside a steady fourth quarter dividend, while also moving to buy the Scholastic Building in SoHo. That combination deserves a closer look. See our latest analysis for Empire State Realty Trust. These moves come after a tough stretch, with a 90 day share price return of negative 10.9 percent and a one year total shareholder return of negative 37.2 percent. However, ESRT’s opportunistic buyback and SoHo...

Magic Software Enterprises (MGIC) is heading into an important catalyst, with its shares set to trade ex dividend on December 15. Investors buying before that date qualify for the upcoming cash payout. See our latest analysis for Magic Software Enterprises. The ex dividend date comes on the heels of Magic Software Enterprises hitting a fresh 52 week high. That strong backdrop is reflected in its roughly 125% year to date share price return and 131% one year total shareholder return,...

Jazz Pharmaceuticals (JAZZ) has slipped onto more investors radar after a run of encouraging clinical updates, from fresh Epidiolex seizure data to promising Ziihera results in HER2 positive gastroesophageal cancer and upcoming conference showcases. See our latest analysis for Jazz Pharmaceuticals. Those updates seem to be resonating with investors, with the share price now at $167.50 and a strong 30 day share price return of 18.74 percent feeding into a 36.13 percent 1 year total shareholder...

Wondering if Pegasystems at around $59.63 is a smart buy or if the big gains are already behind it? You are not alone, and that is exactly what we are going to unpack here. The stock is up 28.3% year to date and 26.3% over the last year, but with a modest 4.9% gain over 30 days and a slight 0.8% dip in the last week, momentum is starting to look more nuanced. Investors have been reacting to a mix of product innovation, strategic customer wins, and ongoing buzz around AI driven workflow...

Hut 8 (NasdaqGS:HUT) is back in focus after its spinoff, American Bitcoin Corp. (ABTC), dropped more than 85% over the past three months, amplifying selling pressure amid an already shaky crypto backdrop. See our latest analysis for Hut 8. Even with the latest drop to around $41.31 and the ABTC overhang weighing on sentiment, Hut 8 still boasts a strong year to date share price return. However, momentum now looks more fragile than earlier in the year as crypto volatility creeps back in. If...

Wondering if Marriott International at around $298 a share is still a smart buy, or if most of the easy money has already been made? The stock has climbed about 2.1% over the last week, 4.5% over the past month, and is up 8.8% year to date, compounding a powerful 100.2% gain over three years and 140.4% over five. Much of this strength has been underpinned by steady travel demand and Marriott’s push into higher fee, asset light franchise and management contracts, which boost margins and make...

Morgan Stanley recently initiated coverage of Customers Bancorp with an Equal Weight rating, citing the bank as a high-performing deposit transformation story with momentum expected into 2026 and beyond. A series of insider share sales, including Chief Accounting Officer Jessie John Deano Velasquez’s December 2025 transaction, contrasts with growing analyst attention and highlights how external confidence and internal share activity can sometimes move in different directions. With Morgan...