U.S. Telecom Services and Carriers Stock News

AerCap Holdings (NYSE:AER) just expanded its Central Asia footprint, signing lease deals for two Airbus A321neo aircraft with Uzbekistan based cargo and passenger operator My Freighter, with deliveries slated for late 2027. See our latest analysis for AerCap Holdings. That Central Asia push lands on top of a fresh billion dollar buyback authorization and new 777 300ERSF deliveries, and investors seem to like the direction, with strong recent share price momentum and robust multi year total...

Night Watch Investment Management previously exited its position in Tidewater Inc. after an unexpected pause in offshore energy infrastructure spending that began in 2024 and is now expected to persist until at least 2027. The decision, driven by sector-wide spending trends rather than company-specific issues, highlights how institutional sentiment around offshore project timing can influence perceptions of Tidewater’s long-term prospects. Next, we’ll examine how Night Watch’s exit, tied to...

Meros Investment Management’s new stake in Azenta (AZTA), worth about 4.6 million dollars and 2% of its U.S. equity book, has put fresh attention on the company after its latest year end results. See our latest analysis for Azenta. The Meros stake and Azenta’s margin progress seem to be turning sentiment, with a roughly 18% 1 month share price return to 35.60 dollars, standing in contrast to a weaker 1 year total shareholder return. This suggests momentum is tentatively rebuilding from a low...

TMC the metals company Inc. previously announced that its Chief Financial Officer, Craig Shesky, will present at the “Metals & Mining: The Race to Onshore Critical Minerals” Virtual Investor Conference on December 10, 2025. The event spotlights how a pre-revenue deep-sea miner, still awaiting commercial permits, is positioning its seabed polymetallic nodules as a potential source of critical battery metals. We’ll now examine how this focus on deep-sea polymetallic nodules shapes The Metals...

Progress Software (PRGS) just put its no code Agentic RAG platform on AWS Marketplace and paired that with a smooth ShareFile integration, a combo that quietly reshapes its AI story and recurring revenue profile. See our latest analysis for Progress Software. Even with this expansion of its AI and SaaS footprint, Progress Software’s latest share price around $44.33 comes after a year-to-date share price return of negative 31.49 percent and a one year total shareholder return of negative 35.99...

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

ITT (ITT) shares have cooled off over the past month after a strong year to date, slipping about 11% even as longer term returns remain solid. That gap has some investors rechecking the story. See our latest analysis for ITT. The recent pullback sits against a backdrop of a strong year to date share price return and a standout multi year total shareholder return, suggesting momentum is cooling slightly rather than breaking the longer term uptrend. If ITT’s move has you reassessing the...

Acadian Asset Management (AAMI) just overhauled its balance sheet, redeeming all $275 million of its 4.8% senior notes due 2026 using a new $200 million term loan and existing cash. See our latest analysis for Acadian Asset Management. That balance sheet clean up lands against a backdrop of strong momentum, with an 80.1% year to date share price return and a 137.0% three year total shareholder return suggesting investors see improving growth and risk dynamics. If this kind of capital...

Clear Channel Outdoor's Airports Division announced it had been selected, after a competitive bidding process, to build an eight-year, digitally driven media and sponsorship network at Hollywood Burbank Airport’s new 355,000-square-foot terminal, currently under construction and slated to replace the existing facility. This win expands Clear Channel Outdoor’s presence across the Los Angeles area, creating an integrated “air and ground” footprint that can connect advertisers with high-value...

Bitdeer Technologies Group now faces multiple shareholder class action lawsuits filed in 2025, alleging that it made materially false or misleading statements about the development progress, efficiency, and production timeline of its SEAL04 ASIC chip and SEALMINER A4 rigs. These cases focus investors’ attention on Bitdeer’s disclosures around core proprietary technology that underpins its planned ASIC commercialization and long-term growth ambitions. Next, we’ll examine how these class...

Wolverine World Wide (WWW) is back in the spotlight as two West Michigan landfills filed a federal PFAS contamination lawsuit, just as investor letters highlight management’s turnaround efforts and renewed focus on core footwear brands. See our latest analysis for Wolverine World Wide. Despite the fresh PFAS lawsuit and mixed commentary around its turnaround, Wolverine World Wide’s 1 month share price return of 7.16 percent contrasts sharply with a 1 year total shareholder return of negative...

Syndax Pharmaceuticals (SNDX) just put fresh Revuforj data center stage at the ASH meeting, and that updated efficacy and safety picture is exactly what has investors rethinking the stock’s longer term potential. See our latest analysis for Syndax Pharmaceuticals. The stock has quietly rerated on the back of this steady clinical drumbeat, with a 1 month share price return of 24.11 percent and a year to date share price return of 38.57 percent, even though the 3 year total shareholder return...

Recently, Goldman Sachs began covering Urban Outfitters with a Neutral rating as the company also adopted Inspectorio’s AI-powered compliance and traceability platform across its brands to address increasingly complex regulatory demands. This combination of fresh analyst attention and investment in AI-driven supply chain transparency highlights how Urban Outfitters is trying to strengthen both investor confidence and operational resilience. Now, we’ll explore how Urban Outfitters’ AI-enabled...

NNN REIT (NNN) has quietly slipped about 9% over the past 3 months, even as its long lease terms and steady rent checks keep rolling in, creating an interesting setup for income focused investors. See our latest analysis for NNN REIT. Zooming out, that 9% three month share price slide to about $39 still comes after a much softer year to date share price return and a slightly negative one year total shareholder return. This suggests momentum has cooled even as long term total shareholder...

The recent spin off of DuPont de Nemours (DD) Electronics into Qnity Electronics in November has refocused the stock, with investors now weighing what a leaner and more specialized DuPont might deliver next. See our latest analysis for DuPont de Nemours. Since the Qnity spin off, DuPont’s share price return has been choppy, with a steep year to date pullback contrasting with a solid multi year total shareholder return. This suggests that longer term momentum has not fully broken. If this...

In early December 2025, Agilysys announced that its cloud-native InfoGenesis POS platform has been approved for use across IHG Hotels & Resorts’ global portfolio, integrating with IHG’s property systems to support unified guest transactions in diverse outlets from restaurants to poolside cabanas. The approval cements Agilysys as a global POS provider for IHG across all hotel segments, highlighting the breadth of its hospitality-focused ecosystem and its ability to scale across varied brand...

Healthpeak Properties (DOC) just shook up its capital strategy by shifting to monthly dividends with a rising payout, while planning to monetize up to $1 billion of outpatient medical offices to fuel new investments. See our latest analysis for Healthpeak Properties. Despite the strategic shift, sentiment has been soft, with a year to date share price return of negative 18.2 percent and a one year total shareholder return of negative 18.27 percent. This suggests momentum is still under...

American Tower (AMT) just got hit with a downgrade that puts 2026 growth risks and EchoStar rent exposure under the microscope, even though its latest quarter and updated guidance painted a much stronger near term picture. See our latest analysis for American Tower. At around $179.55, American Tower’s recent 7 day and 30 day share price gains have been overshadowed by a weaker 90 day share price return and a negative 1 year total shareholder return. This suggests momentum is fading as...

Castle Biosciences (CSTL) has quietly turned into one of this year’s surprising healthcare winners, with the stock up about 68% over the past 3 months and roughly 36% year to date. See our latest analysis for Castle Biosciences. That move has come as investors have warmed to Castle’s mix of steady revenue growth and narrowing losses, with a 30 day share price return of just over 10% building on a powerful 90 day rally and stronger multi year total shareholder returns. If Castle’s run has you...

After Morgan Stanley cut its rating on SPS Commerce (SPSC) to Equal Weight, investors began reassessing how much near term growth is realistically left in the tank given softer retail conditions and tariff pressures. See our latest analysis for SPS Commerce. That caution has clearly filtered into sentiment, with the 1 year total shareholder return down 56.57 percent and the year to date share price return off 53.21 percent. The stock has edged up in the past month as investors reassess...

In recent days, Insperity’s partnership with Workday has been highlighted as potentially transformative, aiming to modernize its HR technology platform and expand into larger mid-market clients through the HRScale offering. This push to upgrade its technology stack and deepen client integration is being framed as a way to bolster retention and reinforce the resilience of Insperity’s outsourcing model despite recent earnings and analyst concerns. We’ll now examine how the Workday-enabled...

If you have been wondering whether Deere is still a buy after its long run, this breakdown will walk through whether the current price offers genuine value or just reflects a great story already priced in. The stock has cooled slightly in the short term, with shares down around 1.3% over the last week and 1.1% over the past month, but it is still up 10.7% year to date and 88.5% over 5 years. This makes timing and valuation especially important. Recent headlines have focused on Deere's...

If you have been wondering whether Target at roughly $93 a share is a bargain or a value trap, you are not alone. This article is here to walk you through that question step by step. Despite a modest 3.0% gain over the last week and 3.2% over the past month, the stock is still down 31.8% year to date and 28.1% over the last year. That combination makes it look like a potential recovery story with a side of risk. Recent headlines have focused on Target navigating shifting consumer spending...