Geopolitical risks are a negative for stocks. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program, and that he thought 10 to 15 days was “pretty much” the “maximum” he would allow for n ...

Chicago Fed President Austan Goolsbee said, "I remain optimistic that there can be more rate cuts this year, but that hinges on seeing actual progress on inflation that shows we are on a path back to 2%."The US Dec S&P composite-20 home price index rose +0.47% m/m and +1.38% y/y, stronger than expectations of +0.30% m/m and +1.30% y/y.Geopolitical risks are a negative for stocks. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good ch ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Raymond James double upgraded Genuine Parts (GPC) to Strong Buy from Market Perform with a $145 price target. The firm now sees a "constructively asymmetric" setup for the shares based on "conservative sum-of-the-parts math."Seaport Research upgraded Fox Corp. (FOXA) to Buy from Neutral with a $64 price target. Th ...

Gold: Like Treasury bonds, gold saw solid buying on Monday as investors continued to add to safe-haven positions. The bullion finished Monday's trading at $5,227, up 2.38%. Worries over the Middle East, plus UBS raising its target price for Gold to $6,200 by the middle of 2026, added to the tailwind that was already pushing the commodity higher. Silver was the big winner Monday, closing up 4.23% at $88.10. Crypto: Cryptocurrency prices fell sharply early on Monday, with Bitcoin dropping 3% to 5% over the co ...

Economic Indicators - Core consumer prices rose 0.2% month-over-month in December, matching November's pace and below the 0.3% consensus, resulting in a year-over-year increase of 2.6%, slightly under the 2.7% forecast [2] - Headline CPI increased by 0.3% month-over-month and 2.7% year-over-year, aligning with monthly expectations but slightly exceeding annual forecasts, with shelter costs being the largest contributor at 0.4% [2] Central Bank Actions - Global central bank officials, including leaders from the ECB, BoE, BOC, and RBA, issued a statement supporting Fed Chair Jay Powell and emphasizing the importance of central bank independence for economic stability [5] Company Earnings and Guidance - JPMorgan Chase's stock rose after providing optimistic guidance for 2026, with net interest income expectations surpassing consensus and expenses projected to be in line [6] - Delta Air Lines guided 2026 EPS to a range of $6.50–$7.50, slightly below the $7.20 consensus, resulting in a slight decline in its stock [7] - Intel and AMD stocks gained after being upgraded to Overweight by KeyBanc, driven by strong demand for server CPUs amid increasing data center and AI needs [7] Mergers and Acquisitions - Denny's shareholders approved a $620 million buyout by TriArtisan Capital Advisors, which owns TGI Fridays and P.F. Chang's, along with Treville Capital and Yadav Enterprises [8] Industry Challenges - Wells Fargo issued a warning for cable operators, downgrading Charter Communications, Comcast, Altice's Optimum, and Cable One to Underweight, anticipating a loss of approximately 1 million residential broadband subscribers this year due to competition from fixed wireless and fiber [10][11]

Company Performance - Cable One's shares fell 6.2% after the third-quarter report revealed a significant loss of broadband subscribers and revenue that missed Wall Street expectations, despite a large earnings beat [1][2] - The company's revenue for the quarter was $376 million, representing a 4.5% decline from the previous year and falling short of analyst forecasts [2] - Cable One lost 149,100 residential data subscribers year-over-year, indicating underlying weakness in demand [2] Market Reaction - The stock market's reaction suggests that the news is considered meaningful but not fundamentally altering the perception of Cable One's business [4] - Cable One's shares have shown extreme volatility, with 35 moves greater than 5% over the last year, indicating a sensitive market environment [4] Broader Market Context - Recent comments from President Trump regarding trade relations with China have injected volatility into the broader markets, particularly affecting sectors sensitive to economic sentiment [5] - China's announcement of new export controls on critical minerals has raised concerns about economic headwinds and potential impacts on consumer spending, which could affect revenues in various sectors [6]

Company Overview - Cable One (NYSE:CABO) is a provider of high-speed internet, cable television, and telephone services, primarily serving smaller markets across the United States [3] Q3 CY2025 Financial Performance - In Q3 CY2025, Cable One reported revenue of $376 million, which represents a 4.5% year-on-year decline and fell short of analyst estimates of $378.9 million [6][8] - The company's GAAP profit was $14.52 per share, exceeding analysts' consensus estimates of $7.46 by 94.5% [6] - Adjusted EBITDA was $201.9 million, slightly below the expected $203 million, with a margin of 53.7% [6] - Operating margin decreased to 25.2% from 28% in the same quarter last year, while free cash flow margin also declined to 22.5% from 25.2% [6] Subscriber Metrics - Cable One reported 910,400 residential data subscribers, a decrease of 149,100 year-on-year [6][7] - The number of residential video subscribers was 58,400, with a significant average decline of 23.9% year-on-year over the last two years [7] Revenue Growth Trends - The company has experienced sluggish long-term revenue growth, with an annualized growth rate of only 3.1% over the past five years, which is below the benchmark for the consumer discretionary sector [4] - Revenue has fallen by 5.1% annually over the last two years, indicating a loss of previous gains [5] - Analysts project a further revenue decline of 2.8% over the next 12 months, although this is an improvement compared to the two-year trend [8]

Core Insights - WideOpenWest (WOW) reported a quarterly loss of $0.43 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.20, marking an earnings surprise of -115.00% [1] - The company generated revenues of $144 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.35%, but down from $158 million year-over-year [2] - The stock has underperformed the market, gaining about 3.6% year-to-date compared to the S&P 500's gain of 15.1% [3] Financial Performance - Over the last four quarters, WideOpenWest has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.26 on revenues of $138 million, and for the current fiscal year, it is -$0.84 on revenues of $572.9 million [7] Industry Context - The Cable Television industry, to which WideOpenWest belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact WideOpenWest's stock performance [5][6]

Company Performance - Charter Communications reported quarterly earnings of $9.18 per share, missing the Zacks Consensus Estimate of $10.05 per share, but showing an increase from $8.49 per share a year ago, representing an earnings surprise of -8.66% [1] - The company posted revenues of $13.77 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.08%, and showing a slight increase from $13.69 billion year-over-year [2] - Over the last four quarters, Charter has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Outlook - Charter shares have increased approximately 10.9% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $9.81 on revenues of $13.81 billion, and for the current fiscal year, it is $39.52 on revenues of $55.27 billion [7] - The estimate revisions trend for Charter was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Cable Television industry, to which Charter belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Core Insights - The communication services sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Company Summaries - **Fubotv Inc (FUBO)**: Reported a revenue of $405.96 million for the quarter, an 8.1% year-over-year increase, but missed the analyst consensus estimate of $415.45 million. The stock fell approximately 20% in the past five days, with a 52-week low of $1.10. The RSI value is 26.9, and shares closed at $2.42, down 17.4% [7] - **Cable One Inc (CABO)**: Announced disappointing first-quarter results, with a significant drop in residential data subscribers. The stock decreased around 43% over the past five days, reaching a 52-week low of $150.00. The RSI value is 12.2, and shares closed at $152.51, down 42.4% [7] - **Anterix Inc (ATEX)**: Launched the AnterixAccelerator initiative with an investment of up to $250 million. The stock fell about 9% over the past month, with a 52-week low of $27.37. The RSI value is 28.6, and shares closed at $29.84, down 0.4% [7]