U.S. Interactive Media and Services Stock News

The Trump administration’s recent decision to impose a 15% global tariff for up to 150 days under the Trade Act of 1974 has reintroduced trade policy uncertainty for companies with international supply chains, including home services provider Frontdoor. At the same time, Wall Street analysts now expect Frontdoor’s upcoming quarterly earnings per share to fall to US$0.11 even as revenues are projected to rise to US$420.6 million, highlighting pressure on profitability and changes in how the...

Earlier in February 2026, Instacart and Lush Cosmetics announced a partnership to offer same-day delivery of more than 600 Lush products from 250 stores across the US and Canada via the Instacart app. This move deepens Instacart’s reach into higher-margin beauty and gifting categories, broadening its role beyond grocery as a same-day convenience platform. Next, we’ll examine how expanding into beauty through the Lush partnership could influence Instacart’s investment narrative and long-term...

Darling Ingredients (DAR) has come into focus after reporting fourth quarter and full year results, with higher sales but much lower net income and earnings per share. This has sharpened attention on the stock’s recent re rating. See our latest analysis for Darling Ingredients. Those results landed after a strong run in the shares, with a 30 day share price return of 23.26% and a 90 day share price return of 43.93%. The 1 year total shareholder return of 36.62% contrasts with a 3 year total...

Event overview and why Bank OZK is on investors’ radar Bank OZK (OZK) is drawing fresh attention after recent share price moves, with the stock closing at $48.63 and posting mixed short term returns alongside longer term total returns over the past 3 years and 5 years. See our latest analysis for Bank OZK. Recent trading paints a picture of steady interest rather than a sudden shift in sentiment, with a 30 day share price return of 5.86% and a 1 year total shareholder return of 5.25%. This...

Why Camping World Holdings Stock Is Drawing Attention Now Camping World Holdings (CWH) has been on investors’ radar after a stretch of weaker share performance, including a 1-month return of 24.6% and a past 3 months return of 4.2%. At a last close of US$10.85, the company combines annual revenue of about US$6.4b with a reported net income loss of US$54.1 million, giving investors a mix of scale and current profitability questions to weigh. See our latest analysis for Camping World...

ICL Group Ltd reported its fourth-quarter and full-year 2025 results, with sales rising to US$1,701 million for the quarter and US$7,153 million for the year, but swinging to a quarterly net loss of US$73 million and recording US$111 million of fixed asset impairments, while also declaring a cash dividend of US$0.04650 per share. The contrast between higher sales and a quarterly loss driven by much larger impairment charges, alongside the decision to maintain a cash dividend, raises...

PDF Solutions, Inc. reported past fourth-quarter 2025 revenue of US$62.4 million and a small net loss, while full-year revenue reached US$219.02 million alongside a modest loss, and management projected 2026 revenue growth consistent with its 20% long-term target. Brown Capital Management’s decision to add PDF Solutions to its Small Company Fund highlights growing institutional interest in the company’s semiconductor data analytics platform despite its shift from profitability to a small...

Investors may be wondering whether Floor & Decor Holdings is fairly priced after recent swings in the share price, or if the current level could be an opportunity or a warning sign. The stock last closed at US$69.61, with a 0.5% move over 7 days, a 7.5% decline over 30 days, a 10.5% gain year to date, and a 30.6% decline over the past year. These moves give mixed signals about how the market currently views its potential and risk. Recent coverage has focused on Floor & Decor as a specialty...

If you are looking at Littelfuse and wondering whether the recent price puts the stock on sale or at a premium, the key question is what you are really paying for at today's level. The share price recently closed at US$368.60, with returns of 5.4% over 7 days, 27.0% over 30 days, 40.4% year to date and 54.7% over 1 year, which naturally raises questions about how much of the story is already in the price. Alongside these moves, recent news flow around Littelfuse has focused on its position...

What stands out about Korn Ferry right now Korn Ferry (KFY) is drawing investor interest after a stretch of negative share returns over the month and past 3 months, alongside positive annual growth in both revenue and net income. See our latest analysis for Korn Ferry. At a share price of $59.54, Korn Ferry has seen a 12.45% 30 day share price decline and a 10.32% negative year to date share price return. Its 3 year total shareholder return of 13.63% and 5 year total shareholder return of...

The Metals Company recently reported increased governmental support and clearer international regulations for deep-sea polymetallic nodule mining, bringing its offshore copper, nickel, manganese and cobalt project closer to potential commercial operations. This shift in regulatory momentum is significant because it addresses a key overhang on the company’s business model, potentially reshaping how investors view deep-sea resources as part of the broader metals supply chain. Next, we’ll look...

MoonLake Immunotherapeutics (MLTX) has drawn fresh attention after reporting positive topline results from its Phase 2 S-OLARIS trial in axial spondyloarthritis, where sonelokimab delivered clinically meaningful benefits and reduced key disease activity markers. See our latest analysis for MoonLake Immunotherapeutics. The latest S-OLARIS update comes after a strong run, with MoonLake’s 30 day share price return of 14.75% and 90 day share price return of 31.88%. However, its 1 year total...

Event driven look at Rockwell Automation stock Rockwell Automation (ROK) has opened its Bologna Customer Experience Center in EMEA, pairing this with fresh research on OEM pain points around technology gaps, workforce instability, and costly unplanned downtime. See our latest analysis for Rockwell Automation. At a share price of $405.30, Rockwell Automation has seen a 4.6% 1 day share price return and a 4.3% 7 day share price return. Its 1 year total shareholder return of 42.5% points to...

Why Global Net Lease’s upcoming earnings matter Global Net Lease (GNL) is set to report its quarterly earnings on February 25, 2026. Many investors are watching this event closely after the company previously reported earnings per share that exceeded expectations. See our latest analysis for Global Net Lease. At a share price of $9.66, Global Net Lease has seen a 17.52% 90 day share price return and a 46.12% 1 year total shareholder return, suggesting momentum has been building ahead of this...

Why H World Group stock is back on investor radar H World Group (HTHT) has launched Hanting Inn, an economy hotel brand focused on scalable, asset light growth in lower tier cities and price sensitive markets. This move directly speaks to expansion minded investors. See our latest analysis for H World Group. At a share price of $54.55, H World Group has seen stronger recent momentum, with a 30 day share price return of 8.49% and a 90 day share price return of 17.16%. The 1 year total...

Kontoor Brands, Inc. recently declared a regular quarterly cash dividend of US$0.53 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026. This routine dividend decision came as renewed global tariff announcements from the Trump administration revived trade-policy uncertainty for companies with extensive international supply chains like Kontoor Brands. We’ll now examine how the renewed global tariff uncertainty reshapes Kontoor Brands’ investment narrative...

In late 2025, several leading Chinese investment firms, including Hillhouse, Jinglin, Gaoyi, Eastern Harbor, and Himalaya Capital, increased or maintained sizable positions in PDD Holdings, making it a top consensus holding among major domestic institutions as a core vehicle for exposure to Chinese consumer recovery and e-commerce platforms. This broad institutional accumulation highlights how PDD has become a central way for professional investors to express views on China’s consumer and...

MSCI (MSCI) is back in focus after its Q4 earnings, with revenue growing year on year and EBITDA narrowly topping expectations. The market reaction highlighted how closely investors are watching profitability. See our latest analysis for MSCI. That mixed Q4 reaction fits with the recent share price pattern, with a 5.25% 7 day share price return following a 6.96% 30 day decline and a 2.93% year to date drop. The 1 year total shareholder return of a 4.86% decline sits against a 38.21% gain over...

AI product launches and upcoming earnings put Ambarella (AMBA) in focus Ambarella (AMBA) is back on investors' radar after launching its CV7 8K edge AI SoC, opening a new Developer Zone, and setting a Q4 FY26 earnings call that could clarify AI adoption and margin trends. See our latest analysis for Ambarella. The flurry of AI product news comes as Ambarella’s share price has picked up in the short term, with a 1 day share price return of 6.08% and an 8.24% 7 day share price return. However,...

In February 2026, Advanced Micro Devices announced a multi‑year AI infrastructure agreement with Meta Platforms, expanding their collaboration on hardware and software to support next‑generation AI workloads and lifting sentiment around key networking providers such as Arista Networks. The development underscores how hyperscaler AI buildouts and aligned chip‑to‑network ecosystems can influence demand expectations for Arista’s Ethernet‑based data center and AI networking solutions. Against...

Universal Display Corporation recently reported fourth-quarter 2025 revenue of US$172.93 million and net income of US$66.34 million, alongside record full-year 2025 revenue of US$650.61 million and an 11.1% increase in its quarterly dividend to US$0.50 per share for the first quarter of 2026. Despite delivering higher earnings and record annual results, the company’s 2026 revenue guidance of US$650 million to US$700 million fell short of analyst expectations, raising questions about how...

Latest FY 2025 Results Set the Stage for Margin Questions Harmony Biosciences Holdings (HRMY) closed out FY 2025 with Q4 revenue of US$243.8 million and basic EPS of US$0.39, alongside trailing 12 month revenue of US$868.5 million and EPS of US$2.76 that anchors the full year picture. The company has seen quarterly revenue move from US$201.3 million in Q4 2024 to US$243.8 million in Q4 2025. Over the same period, basic EPS shifted from US$0.87 to US$0.39, giving investors a clear view of how...

ProAssurance (PRA) has wrapped up FY 2025 with fourth quarter revenue of US$259.6 million and basic EPS of US$0.65, alongside net income of US$33.4 million, giving investors a clean snapshot of its latest underwriting and investment performance. Over the last six reported quarters, the company has seen quarterly revenue range between US$259.6 million and US$289.1 million, while basic EPS has moved from a loss of US$0.11 in early 2025 to positive readings such as US$0.32 in late 2024 and...

On February 18, 2026, Array Technologies, Inc. upsized its revolving credit facility from US$166,000,000 to US$370,000,000 and extended the maturity from October 14, 2028 to February 18, 2031, with Goldman Sachs Bank USA leading a broad banking syndicate and up to US$250,000,000 available for letters of credit. This larger, longer-dated facility strengthens Array’s liquidity and supports its shift toward focused solar operations after divesting non-core assets, giving the company more room...