U.S. Entertainment Stock News

NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Did Carillon’s ESTA Endorsement of Expense Discipline Quietly Recast Establishment Labs’ Path to Profitability?

Carillon Eagle Small Cap Growth Fund recently highlighted Establishment Labs Holdings in its fourth-quarter 2025 investor letter as a leading contributor, citing robust post-FDA-approval demand, strong brand recognition, and clinical advantages. The fund also pointed to tight expense control and a path toward EBITDA profitability and cash flow positivity, underscoring growing confidence in Establishment Labs’ operational progress. We’ll now explore how this endorsement of Establishment Labs’...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Has The Pullback In Cadence Design Systems (CDNS) Created A Fair Entry Point?

If you are looking at Cadence Design Systems and wondering whether the recent price gives you fair value or not, this article will walk through what the numbers actually say. The stock last closed at US$283.46, after a 5.2% decline over the past week and a 10.7% decline over the past month, while still showing a 47.1% return over 3 years and 113.8% over 5 years. Recent moves in the share price are drawing renewed attention to how much investors are willing to pay for Cadence Design Systems...
NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

NewAmsterdam Expands Obicetrapib Trials Into Diabetes And Alzheimer’s As Losses Mount

NewAmsterdam Pharma has begun late stage RUBENS Phase 3 trials of obicetrapib in patients with Type 2 diabetes and metabolic syndrome. The company also plans to launch a new trial of obicetrapib in early Alzheimer's disease. These programs expand obicetrapib's potential use into major cardiometabolic and neurological conditions. For investors watching NasdaqGM:NAMS, these trial moves come as the stock trades at $35.24 and has returned 75.8% over the past year and 237.2% over the past five...
NYSE:KNF
NYSE:KNFBasic Materials

Knife River (KNF) Margin Compression To 5% Tests Bullish Growth Narratives

Latest FY 2025 Results Set the Stage for Knife River Knife River (KNF) just wrapped up FY 2025 with Q4 revenue of US$755.1 million and EPS of US$0.56, alongside net income of US$32 million that gives investors a clear read on recent profitability. The company has seen revenue move from US$657.2 million and EPS of US$0.41 in Q4 2024 to US$755.1 million and EPS of US$0.56 in Q4 2025, which feeds directly into trailing 12 month figures of US$3.1 billion in revenue and EPS of US$2.77. With a 5%...
NYSE:EQH
NYSE:EQHDiversified Financial

Will Equitable’s Bigger Buyback and Dividends Shift EQH’s Capital Return Narrative?

Equitable Holdings recently declared quarterly cash dividends of US$0.27 per common share and payouts on its Series A and C preferred depositary shares, while also reporting lower fourth-quarter and full-year 2025 earnings compared with the prior year. On the same day, the company lifted its equity repurchase authorization by US$1.00 billion to US$4.30 billion, signaling continued focus on capital returns even after buying back US$854 million of stock in the fourth quarter of 2025 and...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Paulson Trims Madrigal Stake As Equity Grants Highlight Valuation Gap

John Paulson recently made a large reduction in his stake in Madrigal Pharmaceuticals, while the position still remains his largest holding. Madrigal Pharmaceuticals has approved significant equity inducement awards for new employees as part of recent hiring activity. These developments come as shares of NasdaqGS:MDGL last closed at $487.32. Madrigal Pharmaceuticals, trading under NasdaqGS:MDGL, is drawing attention as a major shareholder reshuffles exposure, while the stock trades at...
NYSE:TAL
NYSE:TALConsumer Services

TAL Education Group (NYSE:TAL) Valuation Check After Recent Share Price Weakness

Why TAL Education Group Is On Investors’ Radar Today TAL Education Group (NYSE:TAL) has drawn fresh attention after recent share price moves, with the stock down 3.2% over the past day and showing weaker returns across the week, month, past 3 months, and year. See our latest analysis for TAL Education Group. The recent 1 day share price decline of 3.2% to US$10.89 extends a weaker trend, with a 7 day share price return of 11.25% and a 1 year total shareholder return decline of 24.9%,...
NYSE:PLNT
NYSE:PLNTHospitality

Planet Fitness Mexico Push And New Director Shape Growth Story

Planet Fitness (NYSE:PLNT) has signed a new franchise agreement with Impulso Gym to expand its footprint in Mexico. The company is growing its presence in markets where fitness club penetration is relatively low. Planet Fitness has also appointed Stephen Beard, an experienced executive in education and organizational transformation, to its board of directors. For investors, this move into Mexico highlights how Planet Fitness is focusing on international opportunities where gym membership...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Is Insmed (INSM) Pricing Reflect Multi Year Cash Flow Potential After 85% One Year Rally

Wondering whether Insmed's current share price lines up with its underlying value, or if expectations have simply run ahead of the story. The stock last closed at US$150.52, with returns of 1.3% over 7 days, a 6.8% decline over 30 days, a 15.0% decline year to date, and 85.0% over the past year, which naturally raises questions about how much optimism is already in the price. Recent news coverage has focused heavily on Insmed's progress and prospects in the pharmaceuticals and biotech space...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Viatris Inpefa UAE Launch Puts Valuation Gap And Momentum In Focus

Viatris has launched Inpefa (sotagliflozin) in the United Arab Emirates, its first commercialization of the therapy outside the U.S. The move marks the beginning of a wider international rollout, with further global expansion planned. The current Viatris (NasdaqGS:VTRS) share price is $15.74. For investors watching Viatris, the Inpefa launch in the UAE puts fresh attention on how the company is building out its branded therapy portfolio beyond the U.S. market. The stock is trading at...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Is Casella Waste Systems (CWST) Pricing Reflect Its Role In Regional Waste And Recycling Services

If you are wondering whether Casella Waste Systems at around US$103.88 is priced attractively or asking too much, you are in the right place for a closer look at what that means for you as a shareholder or potential investor. The stock has returned 5.3% year to date, with a 0.3% decline over the last 7 days, a 2.1% decline over 30 days, a 9.7% decline over 1 year, 35.5% total return over 3 years and 75.4% total return over 5 years. Recent news around Casella Waste Systems has largely focused...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

A Look At BridgeBio Pharma (BBIO) Valuation After Positive Phase 3 PROPEL 3 Achondroplasia Results

BridgeBio Pharma (BBIO) has become a focus for investors after reporting positive topline results from its global Phase 3 PROPEL 3 trial of oral infigratinib in children with achondroplasia. See our latest analysis for BridgeBio Pharma. The positive PROPEL 3 data sits alongside a very strong 1-year total shareholder return of 113.72% and a roughly 7x total shareholder return over 3 years. The 90-day share price return of 15.73% suggests momentum has recently picked up again, despite a softer...
NYSE:AR
NYSE:AROil and Gas

Is Antero Resources (AR) Pricing Reflect Its DCF And P/E Valuation Signals?

If you are looking at Antero Resources and wondering whether the current share price really lines up with its underlying value, you are not alone. The stock last closed at US$33.63, with returns of 4.0% over the past 30 days, a 1.7% decline year to date and a 15.4% decline over the last year. This is set against a 39.1% gain over three years and a 277.0% gain over five years. Recent price moves have kept Antero Resources on the radar for investors who follow US energy names, and the stock...
NYSE:EGP
NYSE:EGPIndustrial REITs

How EastGroup Properties’ 2026 Earnings Guidance After 2025 Growth At EastGroup Properties (EGP) Has Changed Its Investment Story

In early February 2026, EastGroup Properties, Inc. reported higher fourth-quarter and full-year 2025 revenue and net income, alongside diluted earnings per share of US$1.27 for the quarter and US$4.87 for the year, and issued first-quarter and full-year 2026 net income and EPS guidance. A key takeaway is that management’s 2026 outlook, with projected net income attributable to common stockholders between US$263.43 million and US$274.11 million, gives investors a clearer view of expected...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara (IOT) Offering An Opportunity After A 57% One Year Share Price Decline

If you are trying to figure out whether Samsara's current share price reflects its real worth, you are not alone. Many investors are asking the same question. The stock recently closed at US$26.16, with a 6.2% decline over the last 7 days, a 25.0% decline over 30 days, a 22.9% decline year to date, and a 57.1% decline over 1 year. However, the 3 year return sits at 61.4%. Recent attention on Samsara has been shaped by ongoing interest in connected operations software and how companies in...
NYSE:RL
NYSE:RLLuxury

Is It Too Late To Consider Ralph Lauren (RL) After A 31% One Year Rally?

If you are wondering whether Ralph Lauren is still fairly priced after a strong run, you are not alone. This article focuses squarely on what you might be paying for each dollar of the business today. The stock last closed at US$370.50, with returns of 4.0% over the past week, 2.1% over the past month, 2.2% year to date and 30.8% over the past year. The 3 year and 5 year returns of 229.6% and 250.0% show how different holding periods can look. Recent headlines around Ralph Lauren have...
NYSE:MC
NYSE:MCCapital Markets

Moelis (MC) Expands Buybacks And Dividends – What Does This Reveal About Its Margin Story?

In early February 2026, Moelis & Company reported fourth-quarter 2025 net income of US$87.87 million and full-year net income of US$233.04 million, alongside a regular quarterly dividend of US$0.65 per share payable on March 26, 2026 to holders of record on February 17, 2026. On the same day, the firm completed a multi-year US$196.47 million buyback and launched a new, open-ended US$300 million repurchase program, reinforcing a capital return approach that pairs earnings growth with...
NasdaqGS:BWIN
NasdaqGS:BWINInsurance

Can Baldwin Insurance Group’s Organic Growth and Margin Gains Redefine Its Scale Strategy for BWIN?

Recent coverage on Baldwin Insurance Group, which rebranded from BRP Group in May 2024, highlighted its independent insurance distribution model and emphasized that over the past two years the business has delivered average organic revenue growth of 13.6% alongside a 7.1 percentage point improvement in adjusted operating margin across five years. Analysts and commentators have pointed to this combination of consistent organic expansion and margin efficiency as evidence that Baldwin’s...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

A Look At Mondelez International’s (MDLZ) Valuation As CAGNY Growth Plans And Saudi Expansion Draw Interest

Recent attention on Mondelez International (MDLZ) has centered on its 2026 CAGNY Conference messaging regarding long term growth plans and the appointment of Ziad Abla to lead Mondelez Arabia in Saudi Arabia. See our latest analysis for Mondelez International. Against this backdrop of conference messaging, dividends and buybacks, Mondelez International’s share price has a 30 day return of 4.6% and a year to date share price return of 11.6%, while the 5 year total shareholder return sits at...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Is Sirius XM Holdings (SIRI) Pricing Reflect Its Long Term Cash Flow Potential

If you are wondering whether Sirius XM Holdings' share price really lines up with what the business is worth, this breakdown is designed to help you frame that question clearly. The stock recently closed at US$21.02, with returns of 2.8% over 30 days, 2.5% year to date, but a 12.3% decline over 1 year and a 46.6% decline over 3 years, which may have changed how investors think about its potential and risk. Recent news coverage has focused on Sirius XM Holdings as a long established player in...
NasdaqGS:APLD
NasdaqGS:APLDIT

Nvidia Exit Prompts Fresh Look At Applied Digital Volatility And Upside Potential

Nvidia fully exited its position in Applied Digital (NasdaqGS:APLD), according to recent regulatory filings. The sale occurred shortly before a decline in Applied Digital's share price. The move removes a high profile AI and semiconductor name from Applied Digital's shareholder base. Applied Digital's shares trade at $33.56, following a 10.4% decline over the past week and a 10.3% decline over the past month. Even after that pullback, the stock is still up 19.4% year to date and shows a...
NYSE:VIK
NYSE:VIKHospitality

The Bull Case For Viking Holdings (VIK) Could Change Following Expanded 2027 U.S. River Cruise Lineup

Viking Holdings recently announced that bookings are now open for an expanded slate of 2027 river cruises on the Mississippi and Ohio rivers, including new 15-day and 8-day itineraries alongside several existing voyages. This extension of Viking’s American river program highlights how the company is leaning further into culturally rich, destination-focused experiences to appeal to experience-driven travelers. Next, we’ll explore how Viking’s expanded Mississippi and Ohio river itineraries...
NYSE:BFH
NYSE:BFHConsumer Finance

A Look At Bread Financial (BFH) Valuation After Capped Call Unwind And Planned Share Retirement

Bread Financial Holdings (BFH) has moved to unwind capped call transactions linked to its 4.25% Convertible Senior Notes due 2028, a step that could retire about 1.5 million shares by late February 2026. See our latest analysis for Bread Financial Holdings. The capped call unwind caps off an active period for Bread Financial. The company has also completed a US$160 million buyback, retiring about 5.6% of its shares, and recently presented to investors at a UBS financial services conference...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Is It Time To Reconsider Veeva Systems (VEEV) After Recent Share Price Weakness

If you are wondering whether Veeva Systems is starting to look interesting at its current share price, this article will walk you through what that price might actually imply about value. The stock last closed at US$176.82, after share price returns of a 5.4% decline over 7 days, 20.4% decline over 30 days, 19.4% decline year to date, 24.1% decline over 1 year, 4.2% gain over 3 years and 39.2% decline over 5 years. Recent coverage has focused on Veeva Systems as a key software provider to...