U.S. Wireless Telecom Stock News

NasdaqGS:RARE
NasdaqGS:RAREBiotechs

How UX111’s FDA Resubmission and First-in-Disease Potential Will Impact Ultragenyx Pharmaceutical (RARE) Investors

Ultragenyx Pharmaceutical recently resubmitted its Biologics License Application to the FDA for UX111, an investigational AAV9 gene therapy for Sanfilippo syndrome type A, supported by new long-term clinical data showing durable biomarker improvements, meaningful functional benefits versus natural history, and a favorable safety profile. An interesting aspect for investors is that UX111, if approved after the current FDA review expected to conclude in the third quarter of 2026, would become...
NasdaqGM:APPF
NasdaqGM:APPFSoftware

Is AppFolio’s (APPF) Revenue-Profits Trade-Off Reframing Its Employee-Ownership-Driven Growth Strategy?

In late January 2026, AppFolio reported fourth-quarter 2025 results showing higher sales of US$248.19 million but lower net income of US$39.91 million versus the prior year, alongside full-year 2025 revenue of US$950.82 million and net income of US$140.92 million. On February 5, 2026, the company also filed an US$80.80 million shelf registration for 438,762 shares of Class A common stock tied to an ESOP-related offering, underscoring the role of employee ownership in its capital...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB) Valuation In Focus After HoldCo Activism And Governance Changes

Activist spotlight puts Columbia Banking System (COLB) in focus HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest. See our latest analysis for Columbia Banking System. Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a...
NYSE:LNG
NYSE:LNGOil and Gas

Evaluating Cheniere Energy (LNG) After Recent Share Price Momentum And Perceived 19% Undervaluation

Why Cheniere Energy (LNG) is on investors’ radar today Cheniere Energy (LNG) has been drawing fresh attention after recent price moves, with the stock last closing at $215.65 and showing mixed return patterns over the past year and the past 3 months. See our latest analysis for Cheniere Energy. The recent 1-month share price return of 11.06% and year-to-date share price return of 9.02% suggest momentum has picked up again, even as the 1-year total shareholder return of a 0.68% decline...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab Holdings (NasdaqGS:GRAB) Valuation After Exclusive Hesai Lidar Distribution Deal

Grab Holdings (GRAB) is in focus after Hesai Technology selected the company as its exclusive distributor for lidar products in Southeast Asia, a move tied directly to autonomous mobility and mapping initiatives. See our latest analysis for Grab Holdings. The lidar distribution deal comes as Grab’s share price has faced pressure, with a 30 day share price return of 12.16% and a 90 day share price return of 26.42%. The 3 year total shareholder return of 22.41% contrasts with a 5 year total...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Assessing Bilibili (BILI) Valuation After Recent Share Price Volatility

Bilibili (BILI) has recently drawn attention after a stretch of mixed short term returns. The stock is down 2.4% over the past day and 7.4% over the past week, yet it remains positive over the past month. See our latest analysis for Bilibili. At a share price of $30.77, Bilibili’s 90 day share price return of 13.38% and year to date share price return of 16.69% sit alongside a 1 year total shareholder return of 67.78%. This indicates momentum that contrasts with the longer term 5 year total...
NYSE:DCI
NYSE:DCIMachinery

Assessing Donaldson Company (DCI) Valuation After CEO Succession And Strong Recent Shareholder Returns

Donaldson Company (DCI) is back in focus after the board said chief operating officer Richard Lewis will take over as president and chief executive officer, while long-time leader Tod Carpenter becomes executive chairman. See our latest analysis for Donaldson Company. The leadership change headlines come as the share price sits at $109.20, with a 30 day share price return of 15.02% and year to date gain of 21.43%, while the 1 year total shareholder return of 56.84% points to strong momentum...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Can AST SpaceMobile (ASTS) Turn Direct-to-Cell Momentum Into a Durable Competitive Advantage?

Recent coverage has highlighted AST SpaceMobile’s potential leadership in direct-to-cell satellite connectivity, underpinned by regulatory progress and ongoing satellite deployment milestones achieved prior to today. An interesting angle for investors is how growing government-related opportunities and shifting institutional positions are helping to keep attention on AST SpaceMobile’s evolving business model. We’ll now examine how this focus on direct-to-cell satellite capabilities shapes...
NYSE:XYZ
NYSE:XYZDiversified Financial

Is There Now An Opportunity In Block (SQ) After Prolonged Share Price Weakness

If you are wondering whether Block's current share price reflects its true worth, this article will walk through what the numbers are really saying about the stock. Block's share price recently closed at US$56.78, with returns of a 6.0% decline over 7 days, an 18.4% decline over 30 days, a 12.8% decline year to date, a 33.1% decline over 1 year, a 26.1% decline over 3 years, and a 79.2% decline over 5 years. Recent news coverage around Block has focused on how its ecosystem positions it...
NYSE:MHO
NYSE:MHOConsumer Durables

A Look At M/I Homes (MHO) Valuation After New Analyst Coverage And Weaker Earnings Results

Why M/I Homes is back on investors’ radar M/I Homes (MHO) is drawing fresh attention after Citizens began covering the stock with a positive outlook, shortly after the builder posted lower 2025 revenue and net income, along with a completed US$30.37 million share buyback. See our latest analysis for M/I Homes. M/I Homes shares are trading at US$141.77 after a 7 day share price return of 5.33% and a 90 day share price return of 9.91%. The 3 year total shareholder return of 139.40% suggests...
NasdaqGS:AVT
NasdaqGS:AVTElectronic

Assessing Avnet (AVT) Valuation After Quarterly Earnings Reveal Mixed Profit And Sales Trends

Avnet (AVT) is back in focus after reporting second quarter results that combined higher year over year sales with lower net income and earnings per share, and issuing fresh GAAP EPS guidance for the coming quarter. See our latest analysis for Avnet. The latest earnings update, together with recently completed buybacks, comes as Avnet’s share price sits at US$66.35, with a 30 day share price return of 33.10% and a 90 day share price return of 40.63%. The 1 year total shareholder return of...
NYSE:STE
NYSE:STEMedical Equipment

Steris Reshapes Portfolio Around Healthcare And AST As Shares Lag Target

STERIS (NYSE:STE) is reshaping its business through ongoing restructuring efforts across its operations. The company is integrating recent acquisitions into its existing portfolio to refine its operating model. Healthcare and AST segments are reporting growth and performance that are central to the current business shift. For you as an investor, STERIS sits at the crossroads of medical equipment and sterilization services, areas that are closely tied to hospital procedure volumes and...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart Holdings (UPST) Valuation Check As Earnings Approach After Revenue Miss And Weaker Guidance

Upstart Holdings (UPST) is back in focus as it prepares to report earnings this Tuesday, with investors watching closely after a recent revenue miss and weaker forward guidance. See our latest analysis for Upstart Holdings. At around $38.85, the stock has seen a 20.91% 1 month share price decline and a 15.25% year to date share price decline. The 1 year total shareholder return of 42.31% compares with a very large 3 year total shareholder return and a 57.90% total shareholder return decline...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Contracts Bridge Refining Strength And Energy Transition Growth

Baker Hughes (NasdaqGS:BKR) agreed a multiyear preferred provider deal with Marathon Petroleum to supply hydrocarbon treatment solutions across U.S. refineries. The company secured new contracts to support a low carbon ammonia facility for Wabash Valley Resources. Baker Hughes expanded its partnership with Hydrostor to provide technology for advanced energy storage projects. For you as an investor, these moves illustrate how Baker Hughes is working across both established refining activity...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean Valares Deal And Call Put Valuation And Momentum In Focus

Transocean (NYSE:RIG) has announced an agreement to acquire Valares. The company will host a call to discuss the transaction and its implications for the business. For investors watching NYSE:RIG, this acquisition comes after a period of strong share price moves, with the stock up 18.5% over the past week, 34.4% over the past month, and 52.7% over the past year. The current share price stands at $5.71, and the company carries a value score of 1 based on the data provided. The planned call...
NYSE:NRP
NYSE:NRPOil and Gas

Natural Resource Partners (NRP) Valuation Check After Recent Unit Price Gains And DCF Discount

Why Natural Resource Partners Is On Investors’ Radar Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year. For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Is American Electric Power Company (AEP) Pricing Reflect Its P/E Discount And Growth Projects

If you are wondering whether American Electric Power Company is fairly priced or offering value at today's levels, this article will walk through what the numbers are actually saying about the stock. The shares recently closed at US$121.10, with returns of 0.4% over the last 7 days, 3.6% over 30 days, 4.6% year to date, 22.8% over 1 year, 49.8% over 3 years and 85.8% over 5 years. These figures may prompt questions about how much of the story is already in the price. Recent coverage of...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Are Huron Consulting Group’s (HURN) Buybacks and Acquisitions Quietly Redefining Its Long-Term Consulting Edge?

In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory. Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal. Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...
NYSE:ACM
NYSE:ACMConstruction

AECOM (ACM) Is Up 7.5% After Weaker Q1 And New Renewables Lead Appointment Has The Bull Case Changed?

AECOM has reported past first-quarter 2025 results showing sales of US$3,830.83 million and net income of US$74.52 million, both lower than a year earlier, alongside reduced basic and diluted earnings per share. Amid this weaker quarter, AECOM is also reshaping its business mix and leadership, including appointing a new Head of Renewables for Europe to expand its clean energy footprint. With revenue and earnings under pressure but renewables leadership expanding, we’ll assess how these...
NYSE:FDX
NYSE:FDXLogistics

FedEx InPost Deal Expands European Locker Network And Growth Options

FedEx (NYSE:FDX) and Advent International have agreed to acquire Polish parcel delivery operator InPost. The deal gives FedEx a larger foothold in European parcel delivery, particularly in business to consumer services. InPost is expected to expand outside the constraints of public markets under the new ownership structure. FedEx, trading at $364.6, has seen strong recent returns, with the stock up 8.7% over the past week, 16.7% over the past month, and 24.4% year to date. Over longer...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings (ARM) Is Up 19.2% After Mixed Q3 Results And Soft Guidance For AI Spending Shift – Has The Bull Case Changed?

Arm Holdings plc recently reported past third-quarter 2025 results, with revenue rising to US$1,242 million from US$983 million a year earlier, while net income eased to US$223 million from US$252 million. Despite higher sales over both the quarter and nine-month period, earnings per share were essentially flat year-on-year as Arm stepped up spending on areas such as edge and physical AI. With weak guidance linked to memory chip shortages and supply challenges, we will now assess how this...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

Assessing TMC The Metals Company (TMC) Valuation As New U.S. Deep Sea Mining Initiatives Emerge

Regulatory shift puts TMC the metals (TMC) back in focus Fresh U.S. government initiatives around deep-sea resource development have put new attention on TMC the metals (TMC), which has been waiting on International Seabed Authority mining rules to clarify its commercial pathway. See our latest analysis for TMC the metals. At a share price of $6.64, TMC has recently seen a 3.59% 1 day share price gain, while its 90 day share price return of 17.73% and very large 1 year total shareholder...
NYSE:PM
NYSE:PMTobacco

Philip Morris Shifts To Smoke Free Growth As Valuation Screens Undervalued

Philip Morris International (NYSE:PM) is increasing its focus on smoke free products, which now account for over 40% of its revenue mix. The company is pursuing pending FDA approvals for new smoke free offerings alongside planned US product launches. These moves signal a shift away from traditional tobacco products and a change in how Philip Morris International positions its core business. For investors watching NYSE:PM, the headline is that a large share of the company’s revenue now comes...
NYSE:SSB
NYSE:SSBBanks

SouthState Bank (SSB) Valuation Check After Earnings Beat And Upgraded Analyst Outlook

Why SouthState Bank stock is moving now SouthState Bank (SSB) shares have been in focus after its latest earnings report, which beat analyst expectations on revenue and net interest income and drew a series of upbeat research updates. See our latest analysis for SouthState Bank. The stock has pulled back slightly on the day, but a 9.7% 1 month share price return and 20.7% 3 month share price return point to momentum that contrasts with a more modest 4.7% 1 year total shareholder return. If...