U.S. Interactive Media and Services Stock News

NYSE:ITGR
NYSE:ITGRMedical Equipment

Integer Holdings (ITGR) One Off US$71.4m Loss Tests Bullish Margin Recovery Narratives

Integer Holdings (ITGR) FY 2025 earnings snapshot Integer Holdings (ITGR) has wrapped up FY 2025 with fourth quarter revenue of $472.1 million and basic EPS of $1.39, rounding out a trailing twelve month EPS of $2.96 on $1.9 billion of revenue and net income of $102.8 million from ongoing operations. The company has seen quarterly revenue range from $437.4 million in Q1 2025 to $476.5 million in Q2 2025. Quarterly EPS moved from a Q1 loss of $0.66 to positive readings of $1.06, $1.13 and...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Insider Sale Weighed Against Dividend Growth And Expansion Plans

A senior Kinder Morgan (NYSE:KMI) executive recently sold company shares, drawing investor attention to insider activity. The company announced its ninth consecutive annual dividend increase, extending a long-running pattern of higher payouts. Kinder Morgan highlighted continued investment in large pipeline expansion projects alongside its dividend focus. Kinder Morgan, trading at $32.69, is in the spotlight as investors weigh insider selling against a multiyear record of dividend growth...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

A Look At Old Second Bancorp (OSBC) Valuation After Mixed Recent Share Price Performance

Valuation snapshot and recent performance Old Second Bancorp (OSBC) has been drawing attention after recent trading left the shares with mixed short term returns and longer term gains. This has prompted investors to reassess how its current price lines up with fundamentals. The stock shows a 1 day return of 1.18%, a 7 day return reflecting a 4.99% decline, roughly flat performance over the past month, and a 4.05% return over the past 3 months, set against a 10.70% total return over the past...
NYSE:TRGP
NYSE:TRGPOil and Gas

Targa Resources Expands Permian And Mont Belvieu Capacity For Long Term Growth

Targa Resources (NYSE:TRGP) announced a major build out of natural gas processing plants in the Permian Basin. The company is adding a new large scale NGL fractionator, Train 13, at its Mont Belvieu complex. Targa outlined additional growth projects, including carbon capture initiatives and AI driven technology upgrades across its system. The expansion is described as aimed at meeting rising energy demand tied to data centers and broader market needs. Targa Resources, a large midstream...
NYSE:MAX
NYSE:MAXInteractive Media and Services

MediaAlpha (MAX) Thin 2.3% Net Margin Tests Bullish Profitability Narratives

MediaAlpha FY 2025 Earnings Snapshot MediaAlpha (MAX) has wrapped up FY 2025 with fourth quarter revenue of US$291.2 million and basic EPS of US$0.56, alongside trailing twelve month revenue of about US$1.1 billion and EPS of US$0.46 that sit against earnings growth of 54.1% over the past year. Over the last few quarters, the company has seen revenue range from US$251.6 million to US$306.5 million per quarter. EPS swung from a loss of US$0.33 in Q2 2025 to a profit of US$0.26 in Q3 and...
NasdaqGS:ARVN
NasdaqGS:ARVNPharmaceuticals

Arvinas (ARVN) Q4 Loss Of US$67.4 Million Reinforces Profitability Concerns

Arvinas (ARVN) just wrapped up FY 2025 with Q4 revenue of US$9.5 million and a basic EPS loss of US$1.04, alongside a Q4 net loss of US$67.4 million. This capped a year in which quarterly revenue swung from US$188.8 million in Q1 to US$9.5 million in Q4 and EPS moved from a Q1 profit of US$1.14 to successive quarterly losses. Over the trailing twelve months to Q4 2025, the company booked total revenue of US$262.6 million and a net loss of US$80.8 million, so the latest print keeps the focus...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Sotera Health (SHC) Margin Expansion To 6.7% Tests Premium 60.9x P/E Narrative

Sotera Health (SHC) has put a full year of results on the table, with Q4 FY 2025 revenue of US$303.4 million and basic EPS of US$0.12, rounding out trailing 12 month revenue of about US$1.2 billion and EPS of US$0.27 that follows earnings growth of 75.8% over the past year. Over recent quarters the company has seen revenue move from US$254.5 million in Q1 FY 2025 to US$311.3 million in Q3 and US$303.4 million in Q4. Quarterly basic EPS has ranged from a loss of US$0.05 in Q1 to US$0.17 in Q3...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors International Of Washington (EXPD) Flat TTM Earnings Challenge Bullish Quality Narrative

Expeditors International of Washington (EXPD) just wrapped up FY 2025 with fourth quarter revenue of US$2.9 billion and basic EPS of US$1.50, alongside net income of US$200.7 million. Together, these results set the tone for how the full year will be judged. Over recent quarters, the company has seen revenue range from US$2.7 billion to US$3.0 billion, while quarterly EPS moved between roughly US$1.35 and US$1.69. This gives investors a clearer view of how the top and bottom lines have...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm’s AI Royalties Surge and Nvidia Exit Might Change The Case For Investing In ARM (ARM)

Arm Holdings recently reported record fiscal Q3 revenue growth driven by higher royalty and licensing demand tied to AI-focused chip designs, while Nvidia completed the sale of its roughly US$140 million minority stake, ending its equity ownership but keeping their technology relationship intact. At the same time, Malaysia is pushing an agreement to use Arm’s intellectual property to build a local chip-design ecosystem, underlining Arm’s growing global importance in AI and semiconductor...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation After A Difficult Year For Shareholder Returns

Nutanix (NTNX) is drawing attention after a period of weaker share performance, including a 43.4% negative total return over the past year. This is prompting investors to reassess its cloud software business and recent financial profile. See our latest analysis for Nutanix. While Nutanix’s recent 7 day share price return of 7.55% and 30 day share price return of 11.56% add to a 25.18% year to date share price decline, the 34.02% three year total shareholder return suggests earlier momentum...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Establishment Labs Holdings (ESTA) Q4 Loss NARROWS Sharply Reinforcing Bullish Profitability Narrative

Establishment Labs Holdings (NasdaqCM:ESTA) just wrapped FY 2025 with Q4 revenue of US$64.6 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$211.1 million and a TTM basic EPS loss of US$1.72. The company has seen quarterly revenue move from US$40.2 million in Q3 2024 to US$64.6 million in Q4 2025, while quarterly basic EPS losses shifted from US$1.19 in Q4 2024 to US$0.09 in Q4 2025, setting up an earnings story where stronger top line figures are still...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Cogent Biosciences Balances Bezuclastinib Phase 3 Progress With Dilution Risk

Cogent Biosciences (NasdaqGS:COGT) has advanced its lead therapy bezuclastinib into a Phase 3 trial for systemic mastocytosis. The company has also filed a significant shelf registration that could be used to raise capital in the future. These updates highlight progress in Cogent Biosciences' clinical pipeline alongside preparations for potential funding needs. Cogent Biosciences enters this news cycle with its shares at $39.18 and very large 1 year returns, reflecting strong recent...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

Upbound Group (UPBD) Margin Hit And One Off Loss Challenge Bullish Growth Narrative

Upbound Group (UPBD) has wrapped up FY 2025 with Q4 revenue of US$1.2 billion and basic EPS of US$0.35, while trailing twelve month figures show revenue of US$4.7 billion and EPS of US$1.30 against a current share price around US$21.62. Over the past six quarters, the company has seen revenue move from US$1.08 billion in Q4 2024 to US$1.20 billion in Q4 2025, with quarterly EPS ranging between US$0.23 and US$0.57 along the way. This gives investors a clear view of how the top line and per...
NYSE:COF
NYSE:COFConsumer Finance

Capital One’s Discover And Brex Deals Test Valuation And Risk Profile

Capital One Financial (NYSE:COF) has announced plans to acquire Discover Financial Services and has entered a definitive agreement to acquire Brex. The transactions aim to expand Capital One's payments network and broaden its customer reach across consumer and business segments. Both deals are drawing regulatory attention and come alongside an investor investigation and concerns about credit conditions. For you as an investor, these moves come at a time when NYSE:COF shares trade around...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Year Of Shareholder Returns

ASML Holding stock performance and business snapshot ASML Holding (NasdaqGS:ASML) has drawn investor attention recently, with the share price at $1,497.80 and total returns over the past year, 3 years, and 5 years all in positive territory. The company reports annual revenue of €32.67b and net income of €9.61b, with both revenue and earnings showing positive annual growth. ASML focuses on lithography, metrology, and inspection systems used in advanced semiconductor manufacturing. Its...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS) Narrowing EPS Loss Backs Bullish Earnings Turnaround Narrative

Tarsus Pharmaceuticals (TARS) closed FY 2025 with fourth quarter revenue of US$151.7 million and a basic EPS loss of US$0.20, while net income excluding extra items came in at a loss of US$8.4 million. The company has seen quarterly revenue move from US$48.1 million and a basic EPS loss of US$0.61 in Q3 2024 to US$151.7 million and a loss of US$0.20 per share in Q4 2025. Trailing twelve month EPS stands at a loss of US$1.59 on revenue of US$451.4 million, outlining a picture where higher...
NasdaqGS:GLDD
NasdaqGS:GLDDConstruction

Great Lakes Dredge & Dock (GLDD) Net Margin Beats Narratives Of Future Compression

Great Lakes Dredge & Dock (GLDD) capped FY 2025 with Q4 revenue of US$256.5 million and basic EPS of US$0.19, rounding out a trailing twelve month picture that includes total revenue of US$888.3 million and EPS of US$1.10. Over the past few quarters, the company has seen revenue move from US$191.2 million in Q3 2024 to US$202.8 million in Q4 2024, then to US$242.9 million in Q1 2025 and US$195.2 million in Q3 2025, with quarterly EPS ranging from US$0.13 to US$0.50 over the same stretch. This...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Repligen (RGEN) Return To Profitability Tests Bullish Growth Narrative In Q4 2025 Results

Repligen (RGEN) closed out FY 2025 with Q4 revenue of US$197.9 million and basic EPS of US$0.24, alongside net income of US$13.3 million, giving investors a clear snapshot of its latest quarterly performance. Over recent periods, the company has seen revenue move from US$167.5 million in Q4 2024 to US$197.9 million in Q4 2025, while basic EPS shifted from a loss of US$0.60 to a profit of US$0.24. This set up a year where trailing twelve month EPS reached US$0.87 on revenue of US$738.3 million...
NasdaqGS:PTLO
NasdaqGS:PTLOHospitality

Portillo’s (PTLO) Margin Compression To 2.6% Tests Bullish Profit Growth Narrative

Portillo's (PTLO) has wrapped up FY 2025 with fourth quarter revenue of US$185.7 million and basic EPS of US$0.08, alongside net income of US$6.1 million. This update gives investors an opportunity to reassess how the full year stacks up against its recent history. The company has seen quarterly revenue move from US$176.4 million in Q1 2025 to a range between US$181.4 million and US$188.5 million through the year, while EPS shifted between US$0.02 and US$0.13, giving a mixed read on profit...
NYSE:CYD
NYSE:CYDMachinery

China Yuchai International Earnings Growth Tests Bearish Narratives On Long Term Profitability

China Yuchai International (NYSE:CYD) has just posted its FY 2025 first half numbers, with revenue of C¥13.8b and basic EPS of C¥9.75, setting the tone for a year in which investors are closely tracking how earnings and sales are holding up. The company has seen revenue move from C¥10.3b in the first half of 2024 to C¥13.8b in the first half of 2025, while basic EPS went from C¥5.88 to C¥9.75 over the same period. With trailing 12 month EPS at C¥14.32 on revenue of C¥24.7b, the results put...
NYSE:EFX
NYSE:EFXProfessional Services

AI Credit Planner Launch Amid Rising Borrower Stress Could Be A Game Changer For Equifax (EFX)

In February 2026, Equifax launched Optimal Path, an AI-powered, interactive credit score planner that provides U.S. consumers with personalized, evolving 30-day action plans via the free myEquifax mobile app, integrating directly with their Equifax credit profiles. Alongside this product rollout, fresh Equifax credit data underscored widening financial stress for younger and highly leveraged borrowers, reinforcing the importance of real-time, personalized credit tools and positioning...
NYSE:PLOW
NYSE:PLOWMachinery

Douglas Dynamics (PLOW) Margin Compression Challenges Bullish Earnings Growth Narrative

Douglas Dynamics (PLOW) has wrapped up FY 2025 with fourth quarter revenue of US$184.5 million and basic EPS of US$0.56, alongside trailing twelve month revenue of US$656.1 million and EPS of US$2.03 that frame the latest numbers in a fuller context. The company has seen quarterly revenue range from US$115.1 million to US$194.3 million and quarterly EPS move between roughly US$0.01 and US$1.10 over FY 2025, giving investors a clear view of how earnings power tracks with seasonal revenue...
NYSE:OSG
NYSE:OSGInsurance

Octave Specialty Group NYSE OSG Combined Ratios Above 100% Reinforce Bearish Underwriting Narratives

Octave Specialty Group (OSG) just posted its FY 2025 numbers with Q4 total revenue of US$66.9 million and a basic EPS loss of US$0.66, while on a trailing twelve month basis revenue came in at US$251.2 million and EPS at a loss of US$2.09. The company has seen quarterly revenue move from US$65.2 million in Q4 FY 2024 to US$66.9 million in Q4 FY 2025, with basic EPS shifting from a loss of US$0.46 to a loss of US$0.66 over the same period. This sets the stage for investors to focus squarely on...
NasdaqGS:VNET
NasdaqGS:VNETIT

Does VNET Group’s (VNET) Finance Shake-Up Clarify Its Complex Capital Structure Or Deepen Uncertainty?

VNET Group, Inc. recently appointed Peter Zhihua Zhang as Senior Vice President of Operational Finance and principal accounting officer, giving him authority over financial operations and key SEC and Nasdaq filings while the company amended its US$250 million 2% convertible senior notes due 2027 with Blackstone-managed vehicles. The combination of a strengthened internal finance leadership role and changes to the convertible note terms has refocused attention on VNET’s governance, capital...