U.S. Telecom Services and Carriers Stock News

Recently, commentary around ePlus (NASDAQ:PLUS) highlighted that its sales have been flat for the past two years and are projected to fall over the next 12 months as demand for its IT solutions fades. This shift in demand expectations raises questions about the durability of ePlus’s business model and its ability to sustain prior operating trends. We’ll now explore how weakening demand and expectations for declining sales could reshape ePlus’s existing investment narrative. These 10...

Recently, Boston Scientific reported past-year revenue growth of 23% and said its earnings per share have roughly tripled over the last five years, reflecting broad demand for its minimally invasive devices across cardiovascular, neurology, and oncology treatments. Because its portfolio aligns with aging populations, rising chronic disease, and demand for less invasive procedures, Boston Scientific is positioned to benefit from powerful long-term healthcare usage trends and international...

In early December 2025, Lockhart Power announced that First Solar will supply solar modules for the Lockhart III and IV projects in San Bernardino County, California, adding to the company’s utility-scale footprint in the U.S. market. This contract, alongside First Solar’s record Q3 performance and multi‑gigawatt sales momentum, underscores how large, long-term projects are reinforcing its revenue visibility and order backlog. With this new Lockhart III and IV supply deal highlighting First...

Recent commentary on Labcorp Holdings has highlighted persistently slow organic sales growth, declining adjusted operating margins, and a weaker return on invested capital, raising fresh concerns about its core laboratory and drug development operations. These trends suggest Labcorp may need to rethink its cost base and capital allocation, as investors question whether the company is still finding enough high-quality, profitable growth opportunities. Next, we’ll examine how concerns over...

D-Wave Quantum (QBTS) just carved out a dedicated business unit to pursue U.S. government work, placing veteran federal contractor Jack Sears Jr. in charge as Washington increases its calls for practical quantum capabilities. See our latest analysis for D-Wave Quantum. The move caps a wild year for QBTS, where a recent 1 day share price return of minus 5.4 percent sits alongside a 90 day share price return of 62.2 percent and a 1 year total shareholder return above 550 percent. This signals...

Dropbox, Inc. has announced that long-time finance executive Timothy Regan will step down as chief financial officer after five years in the role, with former Avalara president and ex-CFO Ross Tennenbaum set to assume the CFO position on December 16, 2025, while Regan remains in a non-executive capacity until March 15, 2026. This leadership change comes as Dropbox accelerates spending on artificial intelligence initiatives such as Dropbox Dash, which links tools like Google Workspace and...

In early December 2025, Jefferies Financial Group announced three fixed-rate, callable senior unsecured note offerings maturing between 2031 and 2055, alongside a deal to acquire a 50% interest in credit-focused asset manager Hildene for US$340,000,000.00 in cash plus existing economic interests. These moves, coupled with Morgan Stanley’s upgrade following concerns about Jefferies’ limited exposure to bankrupt client First Brands, highlight how the firm is reshaping its funding mix and...

Deckers Outdoor (DECK) just posted quarterly results that beat expectations on both revenue and earnings, yet the stock keeps lagging the S&P 500, as investors fixate on a drop in direct to consumer sales. See our latest analysis for Deckers Outdoor. At around $100.71, the latest 1 month share price return of 26.14 percent looks like a short term rebound within a much weaker year to date share price return of 50.76 percent and 1 year total shareholder return of 50.86 percent. However, the 3...

Avantor recently appointed veteran private equity investor Sanjeev Mehra to its Board of Directors while multiple law firms initiated securities class action lawsuits alleging the company misrepresented its competitive position and the impact of rising competition. These legal actions, focused on alleged disclosure failures around competition, now sit alongside Avantor’s board refresh and buyback authorization, creating a complex backdrop for investors assessing business quality and...

Honeywell International (HON) just gave investors a fresh governance catalyst by adding former PepsiCo chief Indra Nooyi to its board as an independent director starting January 1, 2026, in a move squarely aimed at strategic oversight. See our latest analysis for Honeywell International. The appointment of Nooyi comes at a delicate moment for Honeywell, with the share price at $192.06 after a 90 day share price return of minus 10.8 percent and a one year total shareholder return of minus 9.06...

Charles Schwab (SCHW) is back in focus after its Schwab Trading Activity Index rose for a sixth straight month in November, underscoring persistent client net buying and heightened appetite for equities across key growth sectors. See our latest analysis for Charles Schwab. The steady climb in Schwab’s trading activity comes as the share price sits around $95.81 and has delivered a robust year to date share price return of roughly 29.8 percent, signaling that momentum is still building rather...

Suburban Propane Partners (SPH) has quietly outperformed the wider utilities space over the past year, and that steady climb is drawing more attention to how its cash flows and income profile stack up today. See our latest analysis for Suburban Propane Partners. The latest share price of $19.02 leaves Suburban Propane Partners with a solid year to date share price return of 7.64 percent, and a notably strong five year total shareholder return of 82.13 percent, suggesting momentum has quietly...

Cushman & Wakefield (CWK) just moved to voluntarily deregister its ordinary shares with the SEC and pulled a related shelf registration, a regulatory pivot that immediately puts stock liquidity and future capital raising under the microscope. See our latest analysis for Cushman & Wakefield. The deregistration move comes after a busy stretch of Investor Day strategy updates, M&A comments and major client wins. It also lands while the share price sits at $15.24 with a solid year to date share...

GE Vernova (GEV) just gave investors a three part message at its latest investor update, combining a sharply higher long term growth outlook with a doubled dividend and a much larger buyback program. See our latest analysis for GE Vernova. The market seems to agree with that confidence, with GE Vernova’s latest share price at $723.0 and a powerful year to date share price return of 113.31% alongside a 119.67% total shareholder return over the past year. This signals that momentum is clearly...

Wondering if PROS Holdings at around $23 is a quietly mispriced opportunity or a value trap in disguise? You are not alone. This stock often flies under the radar despite operating in a high-potential niche of AI powered pricing and revenue optimization software. Over the last month the share price has inched up about 0.5%, contributing to an 8.2% gain year to date. However, that is still set against a rough 5 year journey that has left the stock down more than 50% from its earlier...

Market context and recent trading action YD Bio (YDES) has quietly turned heads after a sharp move over the past month, with the stock up roughly 43% even as its past 3 months performance remains deeply negative. See our latest analysis for YD Bio. That recent 1 month share price return of about 43% has only partially repaired earlier damage, leaving the 3 month share price return sharply negative even as the year to date share price return turns modestly positive. This suggests momentum is...

PENN Entertainment has opened the second hotel tower at M Resort Spa Casino Las Vegas, nearly doubling room capacity to 765 and expanding total conference and event space to more than 100,000 square feet, while also completing the rebrand of its online sports betting platform to theScore Bet and launching it in Missouri. Together, the Las Vegas expansion and theScore Bet rollout highlight PENN’s push to grow both on-property hospitality revenue and its integrated digital betting ecosystem...

Photronics (PLAB) just turned in a mixed set of FY 2025 third quarter numbers, with revenue of about $210.4 million and EPS of $0.40, while trailing 12 month revenue sits around $856.2 million and EPS at $1.79 as margins have come under pressure from the prior year. The company has seen quarterly revenue hover in a tight band between roughly $211 million and $223 million over the last six reported periods, with EPS ranging from $0.15 to $0.69, which sets the stage for investors to focus...

Prudential Financial (PRU) is shaking up its investment leadership and distribution engine at the same time, naming Matthew Armas as incoming chief investment officer while bolstering Prudential Advisors with new talent and tech driven tools. See our latest analysis for Prudential Financial. Those moves come as Prudential’s $114.76 share price has logged a 7.51% 1 month share price return but remains slightly negative year to date. A 5 year total shareholder return of 88.10% shows longer term...

If you are wondering whether Alphabet is still a smart buy after its massive run, or if you are arriving late to the party, this breakdown is designed to give you a clear, valuation-first view of the stock. Alphabet has climbed 0.8% over the last week, 9.9% over the last month, and 69.0% year to date, adding to a 67.5% gain over the past year and more than 250% across three years. This naturally raises questions about how much upside is left versus how much optimism is already priced...

Earlier this week, ManpowerGroup released its Q1 2026 Employment Outlook Survey, showing that 40% of employers plan to increase staff, 40% expect to hold headcount steady, and 16% anticipate reductions across 41 countries. The survey also highlighted particularly strong hiring optimism in Asia Pacific and the Middle East, where many employers are hiring to support intentional expansion and innovation-focused roles. Next, we’ll examine how this improving Asia Pacific and Middle East hiring...

Wondering if Range Resources is still a smart buy after its massive multi year run, or if most of the upside is already priced in? In this article, we break down what the market is really paying for. The stock has cooled off recently, down 6.0% over the last week and 4.1% over the past month, but it is still up 3.4% year to date, 4.4% over 1 year, 42.9% over 3 years, and an eye catching 450.2% over 5 years. Those moves sit against a backdrop of ongoing shifts in US natural gas demand,...

Earlier this month, Morgan Stanley initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE: SEI) with an 'Overweight' rating, praising its role in delivering on-site power solutions that help data centers bypass grid congestion. Solaris Energy Infrastructure also secured an additional 500 MW of equipment, aiming for about 2.2 GW of generation capacity by early 2028 backed by long-term contracts, which could enhance the reliability of its future cash flows. Next, we’ll examine how...

eToro Group (ETOR) has quietly slipped about 4% over the past week, even after an 8% gain over the past month, leaving the stock trading well below where it started the year. See our latest analysis for eToro Group. That pullback comes after a choppy year in which the year to date share price return is down sharply, even with a solid 1 month share price return suggesting sentiment may be stabilising rather than accelerating. If eToro’s swings have you reassessing your watchlist, it could be a...