U.S. Telecom Services and Carriers Stock News

NYSE:HSY
NYSE:HSYFood

Assessing Hershey’s Valuation As Easter Lineup And Jolly Rancher Gummies Fuel Investor Enthusiasm

Hershey (HSY) is leaning into the 2026 Easter season with a refreshed candy lineup centered on Jolly Rancher Gummies Fruity Mix, expanded seasonal assortments, and new packaging formats that are catching investor attention. See our latest analysis for Hershey. Those Easter product launches land at a time when sentiment around Hershey has improved, with the share price at US$201.47 and a 30 day share price return of 10.45% feeding into a 1 year total shareholder return of 43.76%. However, the...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Does Chewy's (CHWY) Tech Transition and Options Spike Hint at a Deeper Risk Repricing?

Chewy recently saw a surge in options trading activity and announced the retirement of Chief Technology Officer Satish Mehta, with a search underway for his successor ahead of its late-March earnings release. These developments spotlight how technology leadership and derivatives market sentiment can together influence perceptions of Chewy’s operational direction and risk profile. Next, we’ll examine how the unusual options activity, especially the high Put/Call ratio, could shape Chewy’s...
NYSE:ASAN
NYSE:ASANSoftware

Asana Bets On AI Monetization Shift To Reignite Growth Prospects

Asana (NYSE:ASAN) is accelerating an AI focused monetization push centered on its new AI Studio and AI Teammates offerings. The company is preparing to shift from a primarily seat based model to a more usage and consumption driven approach starting next fiscal year. Management is positioning these AI initiatives as core to how Asana plans to reshape its business model and revenue mix. For investors watching NYSE:ASAN, this pivot comes after a difficult stretch for the share price. The stock...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Can Tenable (TENB) Turn AI Exposure Management Into a Durable Cybersecurity Moat?

Tenable Holdings has launched Tenable One AI Exposure, now generally available, extending its exposure management platform to unify AI protection, discovery and governance across SaaS, cloud, APIs and agents enterprise-wide. The release directly targets the emerging "AI Exposure Gap" by giving security teams continuous, risk-aware visibility into how AI systems, identities, infrastructure and data interact across their organizations. We’ll now examine how this push into AI exposure...
NYSE:BTU
NYSE:BTUOil and Gas

Assessing Peabody Energy’s Valuation As Optimism Builds Around Coal, Centurion Project And Critical Minerals Exposure

Recent investor commentary around Peabody Energy (BTU) is centering on its coal-focused core operations, the Centurion metallurgical coal project, and exposure to critical minerals that align with current U.S. energy policy priorities. See our latest analysis for Peabody Energy. Peabody Energy’s share price has recently moved to $35.23, with a 1 month share price return of 14.83% and a 3 month share price return of 21.23%. The 1 year total shareholder return of 96.67% and the very large 5...
NYSE:PRIM
NYSE:PRIMConstruction

Primoris Services (PRIM) Valuation Check After Strong Recent Share Price Momentum

Primoris Services (PRIM) has drawn attention after recent share price moves, with the stock last closing at $155.03. Investors are weighing this valuation against the company’s latest revenue, earnings and return history. See our latest analysis for Primoris Services. Recent share price momentum has been strong, with a 30 day share price return of 18.70% and a 1 year total shareholder return of 107.07% pointing to building enthusiasm around Primoris Services at the current US$155.03 level. If...
NYSE:AVB
NYSE:AVBResidential REITs

A Look At AvalonBay Communities (AVB) Valuation After Recent Share Price Weakness

AvalonBay Communities (AVB) has recently drawn investor attention after a period of weaker share performance, with the stock showing negative returns over the past year, month and past 3 months. See our latest analysis for AvalonBay Communities. The recent softness in AvalonBay Communities' share price, including a 3.43% 30 day share price decline and an 18.20% 1 year total shareholder return decline, suggests fading momentum as investors reassess both growth prospects and risk. If you are...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

Is It Too Late To Consider Casey's (CASY) After A 53% One Year Rally?

If you are wondering whether Casey's General Stores is still good value after a strong run, you are not alone. This article is set up to help you think that through clearly. The share price recently closed at US$641.37, with returns of 3.9% over 7 days, 15.3% over 30 days and year to date, and 53.0% over the past year. This naturally raises questions about what is already reflected in the price. Investors have been reacting to ongoing interest in convenience retail and fuel, as well as...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

A Look At LGI Homes (LGIH) Valuation After Monte Vista Collection Launch In California

LGI Homes (LGIH) has drawn fresh attention with the launch of its Monte Vista Collection in the Modesto, California area. The collection features single story homes that include over $50,000 of upgrades and solar systems. See our latest analysis for LGI Homes. These new community launches in California and Texas come at a time when LGI Homes' 1 month share price return of 29.13% and year to date share price return of 29.13% contrast with a 1 year total shareholder return of a 37.52% decline...
NasdaqGS:ERIE
NasdaqGS:ERIEInsurance

Erie Indemnity Dividend Aristocrat Status Meets Premium Valuation Question Marks

Erie Indemnity (NasdaqGS:ERIE) raised its dividend for the 36th consecutive year, extending its long record of annual increases. This latest dividend hike qualifies the insurer for Dividend Aristocrat status, a label often associated with consistent dividend growth over multiple decades. The announcement reinforces the company’s long running focus on regular cash returns to shareholders. For you as an investor, a 36 year streak of dividend increases at Erie Indemnity, which operates in the...
NYSE:MWA
NYSE:MWAMachinery

Will Mueller Water’s Q1 2026 Earnings and Dividend Update Shift MWA’s Infrastructure Demand Narrative?

Mueller Water Products announced it will release its first-quarter fiscal 2026 results after the market closes on February 4, 2026, alongside affirming a US$0.07 per-share quarterly dividend payable on or about February 20, 2026. Investor focus is sharpening because last quarter’s revenue beat and expectations for solid demand across hydrants, valves and repair products frame this earnings report as a key test of Mueller Water’s municipal infrastructure exposure. We’ll now examine how...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

A Look At Alnylam Pharmaceuticals (ALNY) Valuation After New Revenue Outlook And Long Term Growth Targets

Alnylam Pharmaceuticals (ALNY) shares drew fresh attention after the company outlined new priorities for the year, projecting US$5.1b in revenue versus consensus of US$4.7b and targeting a 25% compound annual growth rate through 2030. See our latest analysis for Alnylam Pharmaceuticals. The latest revenue outlook and long term growth target arrived after a mixed price stretch. A 1 day share price return of 3.74% at US$351.8 contrasts with a 30 day share price return decline of 12.09% and a 1...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

A Look At Immunocore Holdings (IMCR) Valuation As Analysts Reassess Pipeline And Leadership Changes

Analyst interest in Immunocore Holdings (IMCR) has picked up as investors reassess how the market values its late stage oncology pipeline, just as the company reshapes leadership after its head of R&D decided to depart. See our latest analysis for Immunocore Holdings. At a share price of US$32.07, Immunocore has seen a 7 day share price return of an 8.5% decline and a 90 day share price return of a 4.1% gain, while the 1 year total shareholder return of 4.3% contrasts with a 3 year total...
NYSE:F
NYSE:FAuto

Ford Refocuses On Hybrids And Ford Energy After EV Write Down

Ford Motor (NYSE:F) is shifting its focus from pure electric vehicles to hybrids and extended range models, including ending the pure EV version of its popular pickup. The company is recording a large asset write down tied to its EV operations as it reassesses demand and product plans. Ford is launching a new battery energy storage business, Ford Energy, and has appointed Lisa Drake as president of the unit to lead this effort. For investors watching NYSE:F, the latest moves come as the...
BATS:CBOE
BATS:CBOECapital Markets

Is Cboe’s All-or-Nothing Options Push Reshaping Its Event-Driven Strategy and Competitive Moat (CBOE)?

Cboe Global Markets recently unveiled leadership changes and began early-stage talks with brokerages and market makers to reintroduce all-or-nothing options contracts for retail traders, aiming to offer fixed-payout, event-focused derivatives under U.S. regulatory oversight. This move positions Cboe to compete directly with prediction markets while expanding its menu of simplified, outcome-based products across cash equities, spot markets, and off-exchange trading. Next, we’ll examine how...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Is Sunrun (RUN) Quietly Redefining Grid Reliability With Its Expanding Virtual Power Plant Footprint?

In early 2026, Sunrun reported that in 2025 it rapidly scaled its distributed power plant programs, enrolling more than 106,000 customers and dispatching nearly 18 gigawatt-hours of home battery energy across 17 programs to support stressed U.S. grids. This expansion signals Sunrun’s growing role as a source of flexible, dispatchable capacity comparable to fossil-fuel peaker plants, highlighting how residential solar-plus-storage is becoming integrated into mainstream grid reliability...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BitMine Immersion Weighs Massive Ether Losses Against MAVAN Staking Ambitions

Bitmine Immersion Technologies (NYSEAM:BMNR) is carrying very large unrealized losses on its Ethereum holdings while continuing to add aggressively to its ether treasury. The company now holds 3.55% of Ethereum’s total supply and is preparing to roll out its Made in America Validator Network (MAVAN), a proprietary staking platform. President Erik Nelson has recently departed the company in a move described as non dispute related, adding a leadership wrinkle to an already eventful...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Assessing Carlyle Group (CG) Valuation After Recent Share Price Pullback

Recent performance snapshot Carlyle Group (CG) has been trading under pressure in the short term, with the stock down about 3% over the past week and 4% over the past month, despite a positive 3 month return. See our latest analysis for Carlyle Group. Zooming out, Carlyle Group’s recent 1 month share price pullback and current share price of $58.27 sit against stronger momentum over the past quarter and multi year total shareholder returns. This suggests sentiment has cooled slightly after a...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Patent Suit Tests Meta Smart‑Glasses Plans And AI Hardware Ambitions

Solos Technology Limited has filed a patent infringement lawsuit against Meta Platforms and partners over smart-glasses technology. The claims span multimodal sensing, audio processing, and system architectures for real time interactive eyewear. The suit seeks monetary damages and potential restrictions on implicated smart-glasses products and related developer features. Meta Platforms (NasdaqGS:META) enters this legal dispute with its shares trading at about $691.7. The stock is up 3.4%...
NYSE:NCLH
NYSE:NCLHHospitality

A Look At Norwegian Cruise Line (NCLH) Valuation After Record Bookings And New Ship Unveilings

Norwegian Cruise Line Holdings (NCLH) is back on radar after record launch day bookings for Oceania Sonata and the unveiling of the upcoming Norwegian Aura, events that quickly contributed to a sharp share price move. See our latest analysis for Norwegian Cruise Line Holdings. The latest booking records and new-ship announcements sit against a mixed share price backdrop, with a 90 day share price return of 20.96% but a 1 year total shareholder return decline of 19.29%, suggesting momentum has...
NYSE:PLD
NYSE:PLDIndustrial REITs

Assessing Prologis (PLD) Valuation After Contrasting Analyst Rating And Price Target Changes

Recent analyst rating changes around Prologis (PLD), including a downgrade alongside a separate price target increase, have put fresh attention on the company’s logistics portfolio, earnings outlook and perceived premium valuation. See our latest analysis for Prologis. Those mixed ratings and the fresh 2026 earnings guidance have come as Prologis’s share price has moved to US$131.88, with a 90 day share price return of 6.51% and a 1 year total shareholder return of 15.44%. This suggests that...
NYSE:PWR
NYSE:PWRConstruction

Has Quanta Services (PWR) Run Too Far After A 63% One Year Share Price Jump?

If you are wondering whether Quanta Services at around US$488.60 is still a sensible entry or hold after a strong run, the key question is what you are actually paying for today. The stock has posted returns of 1.9% over the last 7 days, 11.1% over the last month, 11.1% year to date and 63.1% over the past year, with a very large 5-year gain that is more than 5x the starting point. This naturally raises questions about how much future upside is already priced in and how risk has...
NYSE:EAT
NYSE:EATHospitality

Raised 2026 Guidance and Buybacks Could Be A Game Changer For Brinker International (EAT)

In January 2026, Brinker International reported higher second-quarter and six-month sales and earnings, with net income reaching US$128.5 million for the quarter and US$228 million for the half-year, alongside stronger earnings per share from continuing operations versus the prior year. The company also raised its full-year 2026 revenue and non-GAAP earnings guidance and continued its long-running share repurchase program, having bought back over US$4.66 billions worth of stock since 1998,...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen Drops Eczema Drug Pact As Investors Weigh R&D Focus And Valuation

Amgen (NasdaqGS:AMGN) has ended its collaboration with Kyowa Kirin on the eczema drug rocatinlimab. Rights to develop and commercialize rocatinlimab have been returned to Kyowa Kirin. The exit is tied to Amgen’s internal portfolio prioritization decisions. For you as an investor, this move sits at the intersection of biotech R&D risk and portfolio concentration. Amgen is a large biopharmaceutical company with exposure to areas such as inflammation, oncology, and cardiovascular disease, and...