U.S. Interactive Media and Services Stock News

NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Valuation In Focus As VK2735 Advances In GLP 1 Weight Loss Trials

Viking Therapeutics (VKTX) is back in focus after reporting a full year 2025 net loss of US$359.64 million and a wider basic loss per share, while advancing weight loss candidate VK2735 through late stage trials. See our latest analysis for Viking Therapeutics. At a share price of US$31.03, Viking Therapeutics has a 7 day share price return of 7.00%, while the 90 day share price return of 12.49% and year to date share price return of 12.39% suggest momentum has cooled compared with its very...
NYSE:PRKS
NYSE:PRKSHospitality

A Look At United Parks & Resorts (PRKS) Valuation Following Its Recent Rebrand

United Parks & Resorts stock: event-driven snapshot United Parks & Resorts (PRKS) has been drawing attention after its recent rebrand from SeaWorld Entertainment, with investors reassessing the theme park operator’s US$35.44 share price along with its mixed short and longer term return profile. See our latest analysis for United Parks & Resorts. Recent trading has been choppy, with a 7 day share price return of 4.36%, a 30 day share price return of 5.47%, and a 1 year total shareholder return...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE) Is Up 8.8% After New Aerospace Engine Wins And Space Deals - Has The Bull Case Changed?

In recent weeks, Starfighters Space moved its STARLAUNCH 1 rocket program into Critical Design Review with engineering support from GE Aerospace, while United Airlines announced it selected 300 GEnx engines from GE Aerospace to power its expanded Boeing 787 Dreamliner fleet. Together with a new U.S. Air Force engine development contract and other aerospace collaborations, these developments highlight GE Aerospace’s expanding role across commercial, defense, and emerging space propulsion...
NYSE:GXO
NYSE:GXOLogistics

Is It Too Late To Consider GXO Logistics (GXO) After Its 67% One Year Rally?

Wondering if GXO Logistics is still good value after its recent run, or if you might be late to the story? This article is aimed squarely at that question. The share price recently closed at US$65.59, with returns of 0.1% over 7 days, 14.2% over 30 days, 20.8% year to date, and 66.9% over the past year. These figures naturally raise questions about growth potential and changing risk perceptions. Recent coverage has focused on GXO Logistics' position in outsourced logistics and warehouse...
NYSE:UHS
NYSE:UHSHealthcare

Universal Health Services Earnings Beat Highlights Valuation Gap And Outlook Shift

Universal Health Services (NYSE:UHS) reported quarterly earnings that surpassed Wall Street expectations. Results were supported by a recent Medicaid reimbursement and steady demand across its facilities. Management raised its revenue outlook for 2025 following the reimbursement and stronger operating trends. For investors watching NYSE:UHS, the latest update comes with the stock trading around $230.49 and a 1 year return of 28.6%. Over 3 years the stock has returned 59.1%, and over 5 years...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

The Bull Case For Viavi Solutions (VIAV) Could Change Following ePRTC360+ Timing Security Launch - Learn Why

Earlier this week, Viavi Solutions unveiled its Mobile World Congress 2026 lineup and the new Cesium-less ePRTC360+ holdover clock, highlighting advances in network testing, quantum-safe communications, AIOps, AI data centers, and resilient GNSS-denied timing for critical infrastructure. The ePRTC360+ solution, positioned as an affordable alternative to Cesium clocks and designed for easy integration across networks, underscores Viavi’s push into timing security for power grids, aviation,...
NYSE:CVNA
NYSE:CVNASpecialty Retail

How Investors Are Reacting To Carvana (CVNA) Rising Revenue, Higher Costs, And A $1.23 Billion Equity Raise

In February 2026, Carvana reported past fourth-quarter 2025 results showing revenue rising to US$5.60 billion and net income to US$857 million, but profit metrics and margins came in below some expectations due to higher vehicle reconditioning costs. On the same day, Carvana also completed about US$1.23 billion in follow-on equity offerings, strengthening its balance sheet just as investors are weighing higher costs, mixed profitability, and questions raised by short sellers over...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

A Look At Exelixis (EXEL) Valuation As Shares Trade Near Narrative Fair Value Estimate

What Exelixis Stock’s Recent Moves May Be Telling Investors Exelixis (EXEL) has been relatively steady overall, with a small 1 day decline of about 1.2% and a 7 day move of roughly 0.7% lower, while the past 3 months show a gain near 3.3%. See our latest analysis for Exelixis. At a share price of US$43.63, Exelixis has seen short term share price momentum soften, yet its 1 year total shareholder return of about 18.4% and 3 year total shareholder return of roughly 1.5x suggest longer term...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

Assessing Webull (BULL) Valuation After Steep Share Price And Revenue Losses

Why Webull Is Drawing Investor Attention Now Webull (BULL) has been attracting attention after posting annual revenue of about US$514.8m alongside a net loss of roughly US$524.7m, prompting investors to reassess how its digital brokerage model is being valued. See our latest analysis for Webull. Webull’s latest results come after a sharp shift in sentiment, with a 30 day share price return of 24.62% decline and a 1 year total shareholder return of 49.28% loss suggesting momentum has been...
NYSE:WAL
NYSE:WALBanks

Huntington Promotion Puts Focus On Western Alliance Association Banking Value

Western Alliance Bancorporation (NYSE:WAL) has promoted Craig Lee Huntington to lead its Association Banking group. Huntington is a founding member of Alliance Association Bank with experience across sales, operations, product, and technology. The promotion highlights the importance of the Association Banking unit within Western Alliance's broader business. The Association Banking group at Western Alliance Bank focuses on serving community associations and related clients, an area that...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

A Look At Recursion Pharmaceuticals (RXRX) Valuation After Nvidia Exit And ARK Invest Share Purchase

Nvidia’s decision to fully exit Recursion Pharmaceuticals (RXRX), followed almost immediately by ARK Invest buying 1.25 million shares, has thrown a spotlight on the stock and its AI-driven drug discovery approach. See our latest analysis for Recursion Pharmaceuticals. Those opposing moves by Nvidia and ARK come after a weak stretch for Recursion, with a 30 day share price return of 27.70% decline and a 1 year total shareholder return of 62.00% decline, pointing to fading momentum despite...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Does Delayed DOE Covenant Tests Reshape the Bull Case for Eos Energy Enterprises (EOSE)?

On February 13, 2026, Eos Energy Enterprises, Inc. signed a Second Amendment to its US Department of Energy loan guarantee agreement, pushing out the start date for consolidated revenue and EBITDA financial covenants to the fiscal quarter ending March 31, 2027. This covenant deferral gives Eos additional breathing room on revenue and profit metrics, an important consideration for a company still scaling its energy storage business. Next, we’ll examine how this added flexibility around...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Sixth Straight Double-Digit Dividend Increase

Mueller Industries (MLI) has drawn fresh attention after its Board approved a 40% increase in the regular quarterly dividend to US$0.35 per share. The dividend is payable on March 27, 2026 to shareholders of record on March 13. See our latest analysis for Mueller Industries. The dividend increase comes after a year in which the share price has been relatively volatile, with a 90 day share price return of 9.33% and a 1 month share price decline of 9.53%. However, long term momentum remains...
NYSE:GS
NYSE:GSCapital Markets

A Look At Goldman Sachs (GS) Valuation As AI And Governance Moves Shape Investor Optimism

Goldman Sachs Group (GS) has been busy on multiple fronts, pairing fresh fixed income issuance with clear commentary on AI, digital assets, and governance, all of which are influencing how investors are reassessing the stock. See our latest analysis for Goldman Sachs Group. At a share price of US$922.24, Goldman’s recent 1-day, 7-day and 90-day share price returns of 0.61%, 1.89% and 16.63% suggest momentum has been building, while 1-year and 5-year total shareholder returns of 50.43% and...
NYSE:WAB
NYSE:WABMachinery

Wabtec Dellner Deal Expands Passenger Rail And Raises Valuation Questions

Westinghouse Air Brake Technologies (NYSE:WAB) has acquired Dellner Couplers, a specialist in safety critical train connection systems. The deal has been announced and completed, adding Dellner Couplers to Wabtec's passenger rail portfolio. For investors watching NYSE:WAB, this deal comes at a time when the stock is trading at $264.78, with returns of 3.4% over the past week and 15.1% over the past month. The share price performance over longer periods, including 22.4% year to date and...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood’s New Closed End Fund IPO Tests Valuation And Growth Story

Robinhood Markets (NasdaqGS:HOOD) is launching a $1b closed-end fund IPO aimed at retail investors. The fund is designed to provide exposure to pre-IPO companies including SpaceX, Databricks, and Stripe. The structure gives Robinhood users access to private-market names that have typically been limited to institutional capital. Robinhood built its brand by offering commission free trading and easy app based access to stocks, ETFs, options, and crypto. Opening the door to a basket of private...
NYSE:MO
NYSE:MOTobacco

How Altria’s Smoke Free Pivot and 2026 EPS Reaffirmation Will Impact Altria Group (MO) Investors

Earlier in February 2026, Altria Group highlighted at the CAGNY conference its focus on transitioning toward smoke-free offerings, reaffirmed its 2026 adjusted diluted EPS guidance, and outlined ongoing investments in contract manufacturing while managing regulatory headwinds in e-vapor. The company’s emphasis on boosting oral and nicotine pouch revenues, alongside industry progress in curbing illicit trade, is reshaping how investors assess the resilience and evolution of its tobacco...
NYSE:PLD
NYSE:PLDIndustrial REITs

Dividend Hike and Legal Setback Could Be A Game Changer For Prologis (PLD)

Earlier in February 2026, Prologis’ board approved a 6% increase in its annualized dividend to US$4.28 per common share and declared quarterly cash dividends of US$1.07 per common share and US$1.0675 per Series Q preferred share, both payable on March 31, 2026 to holders of record on March 17, 2026. At the same time, Prologis is contending with a large-scale legal verdict in California linked to a 2021 warehouse fire, highlighting both its growing income appeal to shareholders and the legal...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

How Investors May Respond To Mobileye Global (MBLY) Winning Mahindra’s Tier 1 ADAS Platform Deal

In February 2026, Mobileye Global Inc. announced that Mahindra & Mahindra Ltd. selected its SuperVision and Surround ADAS platforms, powered by the EyeQ6 High chip, as tier 1 solutions for at least six models with production targeted from 2027. The deal not only consolidates multiple vehicle control functions into a single Mobileye-designed ECU, it also deepens Mobileye's role in India’s ADAS localization and production ecosystem. Next, we’ll examine how becoming Mahindra’s tier 1 ADAS...
NYSE:RDW
NYSE:RDWAerospace & Defense

Is Rising Geopolitical Tension And Defense Expansion Altering The Investment Case For Redwire (RDW)?

In recent days, Redwire has drawn attention as heightened U.S.–Iran tensions and its earlier acquisition of military drone maker Edge Autonomy have focused investors on its space and defense capabilities. At the same time, heavy insider selling by major shareholder Red Holdings and upcoming fourth-quarter results have kept concerns about cash burn, dilution, and ongoing losses in sharp focus. We’ll now examine how heightened geopolitical tensions and Redwire’s deeper push into...
NYSE:FIX
NYSE:FIXConstruction

Is It Too Late To Consider Comfort Systems USA (FIX) After A 303% One Year Surge?

If you are looking at Comfort Systems USA and wondering whether the recent share price really lines up with its underlying worth, you are not alone. The stock last closed at US$1,462.23, with returns of 9.3% over 7 days, 30.4% over 30 days, 45.7% year to date, 303.1% over 1 year, 908.0% over 3 years, and a very large gain over 5 years. These moves have put Comfort Systems USA firmly on the radar for many investors, who are now asking whether the price is still grounded in fundamentals...
NYSE:CAVA
NYSE:CAVAHospitality

A Look At CAVA Group (CAVA) Valuation As Analyst Upgrades And New COO Fuel Earnings Optimism

Why CAVA Group is back on investors’ radar CAVA Group (CAVA) is drawing fresh attention after a series of analyst updates highlighted sales momentum, new leadership in operations, and rising expectations around its upcoming earnings report. See our latest analysis for CAVA Group. CAVA’s recent analyst attention and leadership changes come after a strong 90 day share price return of 49.81%, although the 1 year total shareholder return of 35.04% decline shows the longer term picture is still...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Ties AI Power Deal To New CFO And Capital Choices

Solaris Energy Infrastructure (NYSE:SEI) has signed a ten year equipment rental agreement with an affiliate of a global AI computing leader for power generation supporting data center demand. The company also announced a major finance leadership change, with a new CFO bringing restructuring and sector experience as the outgoing CFO shifts to grow the power solutions segment. Solaris Energy Infrastructure, trading at $49.24, sits at an interesting point after a 39.1% return over the past...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft Safety Case Raises Questions For Investors On Risk And Value

Lyft is under scrutiny after a driver in Louisville was arrested and charged with sexual assault, kidnapping, and menacing following an alleged attack on a passenger during a ride. The company says it has permanently removed the driver from its platform and is cooperating with law enforcement as public pressure grows for stronger passenger safety protections. For investors watching NasdaqGS:LYFT, this incident lands at a time when the stock trades around $13.95 and has seen mixed recent...