U.S. Wireless Telecom Stock News

Quanta Services (PWR) is back in focus after a Seaport Global upgrade to a Buy rating, which ties recent positive sentiment to the company’s role in U.S. electric power infrastructure and large project opportunities. See our latest analysis for Quanta Services. Quanta’s latest close at $432.66 follows a 2.4% 1 day share price return and comes after mixed recent moves, while a 1 year total shareholder return of 37.9% points to momentum that has built over time. If you are looking beyond Quanta...

In recent days, Analog Devices has drawn attention as analysts highlighted expectations for significantly higher upcoming earnings and revenue, alongside its broad exposure to automation, AI infrastructure, and electric vehicles. At the same time, the company’s two-year annual sales declines and low returns on capital point to execution challenges even as it benefits from secular growth themes. We’ll now examine how this mix of higher earnings expectations and ongoing industrial, AI, and...

If you are wondering whether UiPath's current share price actually lines up with its underlying value, you are not alone. This article is built to walk you through that question in a clear, structured way. UiPath shares last closed at US$17.24, with a 7.5% return over the past week, a 1% decline over the past month, and returns of 8.6% year to date and 34.4% over the past year. This hints that the market's view on the stock has been shifting over different time frames. Recent attention on...

Q3 results and guidance raise put Kennametal in focus Kennametal (KMT) is back on investors’ radar after Q3 revenue grew 3.3% year on year, topping expectations by 4.3%. EPS guidance and the full year outlook were both revised higher. See our latest analysis for Kennametal. The Q3 beat and upgraded guidance sit against a share price of $30.72, with a 90 day share price return of 39.64% and a 1 year total shareholder return of 32.77%. This suggests momentum has been building recently, despite...

In recent months, Vertiv Holdings Co has attracted bullish analyst attention for its role in AI‑driven data center infrastructure, underpinned by strong earnings growth, a sizeable US$9.50 billion backlog, and the PurgeRite acquisition that expands its liquid cooling capabilities. This combination of analyst confidence, clear exposure to cloud and AI trends, and expanded thermal management offerings highlights Vertiv as a key beneficiary of accelerating investment in critical digital...

Why the BlueBird 6 launch matters for AST SpaceMobile The December launch of BlueBird 6 is the key catalyst here, because it shows AST SpaceMobile (ASTS) can support voice, video, and data on standard smartphones via its space based cellular broadband network. For you as an investor, that milestone sharply focuses attention on whether the current share price, recent returns, and the company’s financial profile line up with the commercial opportunity and execution risks ahead. See our latest...

Korn Ferry has launched its Korn Ferry Talent Suite, a unified SaaS platform that embeds 50 years of proprietary performance data, analytics and AI to deliver subscription- and license-based access to applications such as Architect, Assess, Pay, Recruit and Sell across enterprise clients. By tying together pay, performance, potential and workforce insights in one system, Talent Suite aims to give organizations a single, science-based view of their people and how talent decisions influence...

In recent days, Super Group (SGHC) has highlighted its past presentations at the ICR Conference in Orlando and the Needham Growth Conference in New York, where management addressed investor concerns over how upcoming UK gambling duty increases could affect margins from 2026 onward. These discussions came as the company’s strong cash position, rapid African expansion, and shareholder returns are being weighed against weaker customer growth and rising capital needs to stay competitive. We’ll...

In recent days, C.H. Robinson Worldwide has attracted a series of positive analyst rating actions, with several firms reiterating favorable views as they reassessed the company’s performance and prospects following its stronger-than-expected adjusted earnings on the back of tighter cost control and operational efficiencies. This cluster of upbeat research opinions highlights how improved margin execution, rather than top-line strength, is increasingly shaping the market’s view of C.H...

Autolus Therapeutics recently reported preliminary unaudited 2025 net product revenue of about US$75 million and issued 2026 guidance of US$120 million to US$135 million, alongside progressing obe-cel into Phase 2 trials for lupus nephritis and other indications. The company also secured UK and EU approvals for AUCATZYL®, pairing early commercial traction with expanding clinical data in both pediatric oncology and autoimmune disease. Next, we’ll examine how this combination of higher revenue...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Apple stock in focus Apple (AAPL) is back on investor radars after recent share price moves, with the stock last closing at $260.25. With mixed short term returns and strong multi year totals, investors may reassess expectations. See our latest analysis for Apple. Recent attention around Apple’s product ecosystem and services has come alongside a 1 month share price return decline of 6.48% and a 1 year total shareholder return of 12.07%, hinting at fading short term momentum against stronger...

Henry Schein, Inc. has appointed Frederick M. Lowery, a senior executive from Thermo Fisher Scientific, as its new Chief Executive Officer effective March 2, 2026, succeeding longtime CEO Stanley M. Bergman, who will remain Chairman to support the leadership transition. To support this shift, Henry Schein recently amended its by-laws to allow a CEO who is not also President or Chairman, signaling a more flexible governance structure for future leadership. Next, we will examine how bringing...

In the past week, BlackRock reported earnings that exceeded analyst expectations, highlighted strong organic fee growth, and continued to expand in private markets and digital assets, while also announcing workforce reductions of about 1% as it integrates recent acquisitions. At the same time, BlackRock’s growing influence ranges from leading US spot Bitcoin ETFs and large crypto transfers to having its executives considered for top Federal Reserve roles and shaping debates on retirement...

In recent days, President Donald Trump has said he is inclined to keep Exxon Mobil out of new Venezuelan oil deals after CEO Darren Woods described the country as “uninvestable,” citing weak legal protections, past asset seizures, and the need for major reforms before committing capital. The clash highlights how Exxon's disciplined risk approach in politically fragile regions can collide with U.S. policy goals, potentially influencing which international growth options remain realistically...

If you are wondering whether Federal National Mortgage Association at around US$10.85 is offering fair value or not, this article walks through what the current price may and may not be pricing in. The stock has returned 1.4% over the last week and 30 days, while year to date it is down 1.4%, set against a much stronger 54.1% return over the past year and a very large gain over three years. Recent attention on Federal National Mortgage Association has largely centered on its role in the US...

MACOM Technology Solutions Holdings, Inc. has appointed veteran semiconductor executive Bryan Ingram as an independent director to its Board, effective January 12, 2026, adding leadership experience from Broadcom, Avago and Agilent. His background running multi‑billion‑dollar wireless semiconductor businesses signals a potential strengthening of MACOM’s board oversight just as demand for its satellite communications products is drawing increased attention. We’ll now examine how Ingram’s...

Recent analyst commentary around Las Vegas Sands (LVS) has focused on Macau recovery, expected Singapore growth, and the planned IR2 project, along with ongoing share repurchases that together are shaping how investors are reassessing the stock. See our latest analysis for Las Vegas Sands. At a share price of US$59.89, Las Vegas Sands has seen a 24.67% 90 day share price return and a 30.52% 1 year total shareholder return. This suggests momentum has been building as investors weigh Macau...

Earlier this month, Intel launched its Core Ultra Series 3 processors built on the new 18A process in the U.S., extending the chips from AI PCs into certified embedded and industrial edge applications, while partners like Advantech announced plans to integrate them into industrial motherboards and edge AI systems. At the same time, the U.S. government’s roughly 10% equity stake, high‑profile White House support, and analyst upgrades tied to AI and data‑center demand have reinforced Intel’s...

In early January 2026, President Donald Trump announced a plan for a US$200 billion mortgage-bond purchase aimed at lowering mortgage rates and improving housing affordability, a move that sparked optimism around higher housing activity for real estate platforms such as Opendoor Technologies. At the same time, Opendoor expanded its mortgage capabilities through the acquisition of Homebuyer.com and leadership changes, sharpening its positioning to benefit if lower borrowing costs translate...

Highwoods Properties, Inc. recently acquired the Bloc83 office complex in Raleigh’s CBD and The Terraces in Dallas’ Preston Center through joint ventures, planning to fund these deals largely via non-core asset sales within a leverage-neutral capital rotation by mid-2026. The company expects these acquisitions to immediately add to cash flows while upgrading its office portfolio toward higher-quality assets with stronger long-run income potential. We’ll now examine how funding these...

Lumentum Holdings Inc. recently confirmed that Chief Accounting Officer and Senior Vice President, Finance, Matthew Sepe plans to retire in fall 2026, with Eric Chang, a seasoned high-tech finance executive and certified public accountant, appointed to assume the Chief Accounting Officer role once the company files its December 2025 quarter Form 10-Q. This orderly leadership transition in the finance organization comes as external analysts highlight strong AI-related optical demand for...

Alliant Energy’s Board of Directors recently declared a quarterly cash dividend of US$0.5350 per share, payable on February 17, 2026, and previously announced the appointment of former PJM Interconnection President and CEO Manu Asthana as an independent director effective February 23, 2026. Asthana’s deep experience in grid operations, power markets and risk management, combined with the higher cash payout, may influence how investors view Alliant Energy’s governance, capital priorities and...

Why Trade Desk Is Back on Investors’ Radar Trade Desk (TTD) has drawn fresh attention after a period of mixed share performance, including a roughly 68% negative total return over the past year. This has prompted investors to reassess how its fundamentals stack up against expectations. See our latest analysis for Trade Desk. At a share price of $36.90, Trade Desk has seen a 7 day share price return of 7.15% decline and a 90 day share price return of 27.79% decline, while the 1 year total...