U.S. Telecom Services and Carriers Stock News

Wondering whether Fastly at around US$18.63 is still offering value or if most of the opportunity is already priced in? This breakdown will help you frame the stock through a valuation lens. The share price has pulled back, with Fastly down 10.3% over the last week and 9.2% over the last month, even after a strong 82.8% year to date return and 130.6% return over the past year. These moves come as Fastly remains in focus for investors watching the broader software sector and reassessing risk...

VeriSign overview and recent share performance VeriSign (VRSN) has drawn investor attention recently, with the stock roughly flat over the past month, up about 20% in the past 3 months and 18% year to date. Over the past year, the total return stands at about 3%, while the 3 year and 5 year total returns are approximately 29% and 31%. These figures offer useful context before you look at earnings and valuation. See our latest analysis for VeriSign. While the share price is around $283.89...

Shareholders at nLIGHT's 2026 Annual Meeting voted against the board's proposed executive compensation plan. The failed "Say on Pay" vote signals clear pushback on how leadership at NasdaqGS:LASR is being rewarded. This outcome raises fresh questions around governance priorities and executive alignment with shareholder interests. nLIGHT, listed as NasdaqGS:LASR, develops high power semiconductor and fiber laser solutions for industrial, defense, and other applications. For investors...

Why Upstart’s latest loan data and partnerships matter now Upstart Holdings (UPST) just caught fresh attention after an analyst highlighted strong monthly loan origination figures and raised earnings expectations, even as the company continues to face an ongoing securities class action tied to its Model 22 underwriting system. At the same time, a new partnership with Community Choice Credit Union points to continued interest from lending partners in Upstart’s AI driven platform. Together,...

Chewy, Inc. has reported past first-quarter 2026 results, with sales of US$3,357.2 million and net income of US$94.8 million, alongside higher basic and diluted earnings per share of US$0.23 versus US$0.15 a year earlier. These results arrive as Chewy increases spending on artificial intelligence and veterinary services, signaling a push to broaden its pet health ecosystem and deepen customer engagement beyond core e-commerce. We’ll now examine how Chewy’s stronger Q1 earnings and stepped-up...

FedEx (NYSE:FDX) announced a new partnership with China Southern Airlines to expand and upgrade its Asia Pacific air logistics hub. The collaboration focuses on FedEx air cargo operations in the region and includes investment in its existing Asia Pacific hub infrastructure. Alongside the partnership update, FedEx reported board changes, including a resignation and the appointment of a new director as Audit and Finance Committee Chair. FedEx is drawing fresh attention with this Asia...

Boeing (NYSE:BA) is approaching the anniversary of the fatal Air India Flight 171 crash. The full official accident investigation report is expected to be released soon. The findings are likely to be closely watched by regulators, airlines and investors focused on aviation safety. The timing of this report coincides with Boeing trading at a share price of $214.51 while it remains a core stock in the global aviation supply chain. Recent returns have been weak, with the share price down 9.6%...

Microsoft (NasdaqGS:MSFT) has agreed to roll out Microsoft 365 Copilot and Copilot Studio to 505,000 NHS England clinicians and support staff, described as the largest generative AI deployment in healthcare globally. The company is expanding sector specific Copilot and AI model collaborations across healthcare, life sciences, clinical radiology, retail operations, and AI knowledge engines. Recent partnerships include Mayo Clinic, First Foundation Labs, Causaly, Cortechs.ai, Hanshow xPilot,...

Figma (NYSE:FIG) significantly surpassed its Q1 revenue expectations, with results supported by faster adoption of its new AI powered tools. The company raised its full year guidance following strong early traction from products such as Figma Make, MCP, and Figma Weave. The stock last closed at $20.49, giving investors fresh information to weigh against recent share price performance. For investors watching NYSE:FIG, the latest update marks a clear shift in the story around the company. The...

Guidewire Software stock performance snapshot and recent context Guidewire Software (GWRE) has drawn investor attention after a stretch of weaker share performance, with the stock down 21% over the past 3 months and 34% year to date. That pullback comes alongside reported annual revenue of US$1.42b and net income of US$159.84m, as well as double digit annual growth rates for both metrics, prompting closer scrutiny of whether the recent weakness aligns with the company’s underlying...

If you are wondering whether Truist Financial's share price still offers value at current levels, the next step is to look closely at what that price actually implies. The stock recently closed at US$49.43, with returns of 2.7% over the past week, 0.7% over the past month, a small decline of 0.6% year to date, and gains of 26.9% over 1 year, 78.0% over 3 years, and 9.7% over 5 years. Recent coverage has focused on Truist Financial as a large U.S. bank stock that remains in focus for...

Why Delek US Holdings (DK) is on investors’ radar today Delek US Holdings (DK) is catching attention after a recent share move, with the stock closing at $46.55 and showing double digit total returns over the past year and past 3 months. See our latest analysis for Delek US Holdings. While the share price slipped about 4% in the last session, Delek US Holdings still shows strong momentum, with a year to date share price return of 56.31% and a 1 year total shareholder return of 144.80% that...

Keel Infrastructure stock reacts to recent trading swings Keel Infrastructure (KEEL) has drawn fresh attention after a sharp move that left the stock down about 4% on the day, while it remains significantly higher over the past month and the past three months. See our latest analysis for Keel Infrastructure. Despite the latest pullback to a US$5.42 share price and a 1 day share price return of down 4.24%, Keel Infrastructure still carries very strong momentum, with a 90 day share price return...

Zevra Therapeutics (ZVRA) is back in focus after requesting that a new patent for its approved Niemann Pick type C treatment MIPLYFFA be added to the FDA’s Orange Book, with the goal of extending exclusivity through 2041. See our latest analysis for Zevra Therapeutics. The Orange Book patent move has arrived alongside strong momentum, with Zevra’s share price delivering a 63.79% year to date return and a 31.22% 90 day share price return. The 3 year total shareholder return of 134.71%...

Recent performance context for NuScale Power (SMR) NuScale Power (SMR) has drawn fresh attention after a period of weak share performance, with the stock down 7.1% in the past day and 71.1% over the past year. See our latest analysis for NuScale Power. With the share price down 28.3% over the past week and 38.7% year to date, and a 1-year total shareholder return decline of 71.1% compared with a positive 3-year total shareholder return of 18.5%, recent momentum has clearly been fading...

If you are wondering whether Fair Isaac at around US$1,225 per share looks expensive or attractive, the answer depends heavily on how you think about value in the first place. The stock has been volatile recently, with a 7 day move of around 2.1% lower, an 8.8% gain over the past month, a decline of 25.4% year to date, and a 31.4% decline over the last year, set against longer term gains of 52.8% over 3 years and 145.3% over 5 years. Recent coverage has focused on how Fair Isaac fits into...

In recent months, Arlo Technologies, a provider of cloud-based smart security devices and subscription services, has seen analysts revise expectations to a much slower revenue growth outlook despite its historic 8.4% five-year compounded annual revenue increase and improving free cash flow margin. This shift highlights a tension between Arlo’s expanding high-margin subscription platform and growing concerns that demand for its hardware and services may be softening. We will now examine how...

TeraWulf recently moved beyond pure bitcoin mining by acquiring the Muskie Data Campus to build out AI and high-performance computing-focused data center infrastructure, and is exploring leveraged loans to help finance this expansion. This push into AI-oriented infrastructure marks a material change in how TeraWulf aims to generate and diversify its future revenue streams away from crypto mining alone. Next, we’ll assess how acquiring the Muskie Data Campus and pursuing AI-focused...

Perrigo (NYSE:PRGO) announced the immediate resignation of CEO and President Patrick Lockwood-Taylor following a Board determination of conduct inconsistent with the company’s Code of Conduct and core values. The company stated the issue is unrelated to Perrigo’s operations or financial reporting. Board member Albert A. Manzone has been appointed Interim CEO while a comprehensive search for a permanent CEO is underway. Perrigo’s leadership change comes at a time when the stock has faced...

SailPoint (SAIL) has opened Q1 2027 with revenue of US$280.1 million, a loss of US$74.7 million in net income and basic EPS of US$0.13 loss, while the trailing twelve months show revenue of US$1.1 billion and a total EPS loss of US$0.28. Over recent quarters the company has seen revenue move from US$230.5 million in Q1 2026 to US$280.1 million in Q1 2027, alongside quarterly EPS losses in a range between US$0.42 and US$0.02. The latest print keeps the focus firmly on how quickly revenue...

Coeur Mining has already been added to the S&P MidCap 400 Index and has announced a new semiannual cash dividend starting in the first half of 2026, underscoring its evolution into an all‑North American precious metals producer after recent acquisitions. This combination of index inclusion and dividend initiation highlights Coeur’s shift toward a more institutional investor base and a greater emphasis on consistent capital returns. Next, we’ll explore how Coeur’s upcoming semiannual...

Wondering whether Xylem's share price still reflects fair value, or if the recent moves have opened up a mispricing worth your attention. The stock recently closed at US$110.87, with a small 0.5% gain over the last 7 days, a 2.5% decline over the past month, and a year to date fall of 19.1% that leaves the 1-year return down 12.6% and the 3-year and 5-year returns at 3.8% and 0.3% respectively. Recent news coverage has focused on Xylem's role in the broader capital goods sector and ongoing...

Vitesse Energy, Inc. ( NYSE:VTS ) is about to trade ex-dividend in the next 4 days. The ex-dividend date is usually set...

Investors who take an interest in Aldeyra Therapeutics, Inc. ( NASDAQ:ALDX ) should definitely note that the CEO...