RES

RPC Inc. Rating Update: RPC Inc. (RES), a small-cap growth stock in the Oil Well Services & Equipment industry, saw its rating increase from 50% to 90% based on strong fundamentals and valuation, indicating significant interest from Kenneth Fisher's investment strategy.

Company Overview of RPC Inc.: RPC, Inc. provides a range of specialized oilfield services and equipment to oilfield companies in the U.S. and select international markets, operating through segments like Technical Services and Support Services.

Telephone and Data Systems Inc. Rating Update: Telephone and Data Systems Inc. (TDS), a mid-cap growth stock in the Communications Services industry, had its rating rise from 50% to 70%, reflecting improved fundamentals and valuation, though it remains below the strong interest threshold.

Company Overview of Telephone and Data Systems Inc.: Telephone and Data Systems, Inc. offers broadband, video, and voice services through its TDS Telecom business and operates in the wireless sector through its Array business, serving various communities across the U.S.

Financial Performance: RPC, Inc. reported a 6% sequential increase in revenues to $447.1 million for Q3 2025, with net income rising 28% to $13.0 million and adjusted EBITDA increasing 10% to $72.3 million.

Service Line Growth: The company experienced revenue growth across most service lines, particularly in pressure pumping (up 14%) and coiled tubing (up 19%), indicating a recovery from previous lows.

Market Challenges: Despite positive trends, RPC's management cautioned about potential headwinds in Q4 due to declining oil prices below $60 per barrel and anticipated seasonal slowdowns.

Cash Flow and Dividends: RPC generated $139.5 million in operating cash flow year-to-date and declared a quarterly cash dividend of $0.04 per share, reflecting a commitment to returning value to shareholders.