U.S. Interactive Media and Services Stock News

NasdaqGM:XNCR
NasdaqGM:XNCRBiotechs

Xencor (XNCR) Losses Narrow On Trailing Basis Challenging Persistent Bearish Narratives

Xencor (XNCR) has just posted its FY 2025 numbers, with Q4 revenue of US$28.2 million, a basic EPS loss of US$0.09, and net income loss of US$6.7 million, while on a trailing twelve month basis revenue came in at US$125.6 million and EPS at a loss of US$1.24 alongside a net income loss of US$91.9 million. Over recent quarters the company has seen revenue range from US$17.8 million to US$70.0 million per quarter, while basic EPS has moved between a loss of US$0.08 and a loss of US$0.73,...
NYSE:AGL
NYSE:AGLHealthcare

Agilon Health Q4 Loss Of US$0.46 Per Share Reinforces Bearish Profitability Concerns

Agilon health (AGL) just posted its FY 2025 numbers with Q4 revenue at US$1.6 billion and a basic EPS loss of US$0.46, capping a trailing twelve month revenue base of US$5.9 billion and a full year EPS loss of US$0.98. The company has seen quarterly revenue move between US$1.4 billion and US$1.6 billion over the last six quarters, while basic EPS has ranged from a small quarterly loss of US$0.00 in early 2025 to a loss of US$0.46 in the latest period, keeping profitability firmly in the red...
NYSE:BWA
NYSE:BWAAuto Components

Assessing BorgWarner (BWA) Valuation After A Strong Rebound And Conflicting Fair Value Signals

Why BorgWarner (BWA) is on investors’ radar today BorgWarner (BWA) has drawn fresh attention after a recent move in its share price, with the stock showing a strong rebound over the past 3 months and a solid gain over the past year. See our latest analysis for BorgWarner. The recent pullback, including a 2.59% 1 day share price decline to US$57.91, comes after a sharp rebound, with a 30 day share price return of 19.57% and a 1 year total shareholder return of 98.53%. This suggests that...
NYSE:PRSU
NYSE:PRSUHospitality

Pursuit Attractions And Hospitality (PRSU) Returns To Profitability, Testing Premium Valuation Narratives

Pursuit Attractions and Hospitality (PRSU) closed FY 2025 with Q4 revenue of US$57.1 million and a basic EPS loss of US$0.90, highlighting a softer quarter following Q3 revenue of US$241.0 million and EPS of US$2.71. Over the past year, the trailing twelve month picture shows revenue of US$452.4 million and basic EPS of US$0.88, compared with the prior trailing period that reported a basic EPS loss of US$7.03 and revenue of US$366.5 million. For investors, the combination of quarterly...
NYSE:DOCN
NYSE:DOCNIT

DigitalOcean (DOCN) Leans Into AI Capacity Investments: Strategic Margin Trade-Off or Narrative Shift?

DigitalOcean Holdings reported its fourth-quarter and full-year 2025 results on 24 February 2026, with quarterly revenue of US$242.39 million and net income of US$25.66 million, and full-year revenue of US$901.43 million and net income of US$259.26 million, while issuing 2026 revenue guidance of US$1.075 billion to US$1.105 billion. A key theme from the update was the rapid expansion of AI-related offerings, as DigitalOcean’s Agentic Inference Cloud and new AMD GPU-powered Droplets gained...
NasdaqGS:CFLT
NasdaqGS:CFLTSoftware

Confluent’s New AI Tools Test Its Role In Real-Time Data Streams

Confluent, NasdaqGS:CFLT, has introduced Confluent Intelligence and Streaming Agents, a new AI integration for its data streaming platform. The update adds real-time orchestration between AI agents and advanced Multivariate Anomaly Detection for enterprise data streams. The company’s recent product news arrives with the stock at a share price of $30.63. For investors watching enterprise data infrastructure, Confluent’s new AI oriented capabilities aim to deepen its role as a core data...
NYSE:ATEN
NYSE:ATENSoftware

A10 Networks (ATEN) Margin Compression Challenges Bullish AI Earnings Narratives

A10 Networks (ATEN) just wrapped up FY 2025 with fourth quarter revenue of US$80.4 million and basic EPS of US$0.14, alongside trailing 12 month revenue of US$290.6 million and EPS of US$0.58 that frame the latest print in a fuller year context. The company has seen quarterly revenue move from US$74.2 million in Q4 2024 to US$80.4 million in Q4 2025, while basic EPS shifted from US$0.25 to US$0.14 over the same period. This sets up a results season where investors are likely to focus on how...
NYSE:NPKI
NYSE:NPKITrade Distributors

Did Profit Rebound, Strong 2026 Guidance and Buybacks Just Shift NPK International's (NPKI) Investment Narrative?

NPK International Inc. reported past fourth-quarter 2025 results with sales of US$75.2 million and net income of US$14.6 million, alongside full-year sales of US$277.04 million and a move from a US$150.26 million net loss to a US$38.94 million profit. The company also issued 2026 revenue guidance of US$305 million to US$325 million and confirmed completion of its share repurchase program, underscoring management’s confidence and capital-return focus. We’ll now explore how this stronger...
NYSE:XPER
NYSE:XPERSoftware

Xperi (XPER) Posts US$56.3 Million TTM Loss Challenging Bullish Profitability Narratives

Xperi (XPER) has wrapped up FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$0.37, alongside trailing twelve month revenue of US$448.1 million and a TTM EPS loss of US$1.23. This puts the focus squarely on how efficiently that top line is translating into earnings. Over recent periods the company has seen quarterly revenue move between US$105.9 million and US$132.9 million and EPS swing from a profit of US$1.03 per share in Q4 2024 to losses in each quarter of 2025. The...
NYSE:GTN
NYSE:GTNMedia

Gray Media (GTN) Swings To US$23 Million Q4 Loss Testing Margin Recovery Narrative

Gray Media (GTN) just posted its FY 2025 fourth quarter numbers with revenue of US$792 million and a basic EPS loss of US$0.24, alongside a net income loss of US$23 million, after a prior FY 2024 fourth quarter that saw US$1.05 billion of revenue, EPS of US$1.64 and net income of US$156 million. Over the past few quarters in FY 2025, revenue has hovered between US$749 million and US$792 million while basic EPS has stayed in loss territory between US$0.23 and US$0.71, setting a clear contrast...
NasdaqGS:BJRI
NasdaqGS:BJRIHospitality

BJ's Restaurants (BJRI) Earnings Surge Reinforces Bullish Margin Narrative

BJ's Restaurants (BJRI) has wrapped up FY 2025 with Q4 revenue of US$355.4 million and basic EPS of US$0.60, alongside trailing 12 month revenue of about US$1.4 billion and EPS of US$2.22 that sit against very large year over year earnings growth and a net margin of 3.5% versus 1.2% last year. Over the past few quarters, the company has seen revenue move from US$344.3 million in Q4 2024 to US$365.6 million in Q2 2025 and EPS shift from a loss of US$0.23 in Q4 2024 to a quarterly peak of...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Eos Energy Enterprises (EOSE) Swings To US$1.3b Q4 Profit Challenging Loss-Focused Narratives

Eos Energy Enterprises (EOSE) just released its FY 2025 numbers with Q4 revenue at US$58.0 million and basic EPS of US$4.19, while the latest trailing twelve month figures show revenue of US$114.2 million and a basic EPS loss of US$0.75. The company has seen quarterly revenue move from US$7.3 million and a basic EPS loss of US$2.20 in Q4 2024 to US$58.0 million and basic EPS of US$4.19 in Q4 2025, with trailing twelve month net income at a US$194.5 million loss. These figures are shaping how...
NYSE:INSW
NYSE:INSWOil and Gas

International Seaways (INSW) Margin Compression Tests Bullish High Profitability Narrative

International Seaways (INSW) FY 2025 Earnings Snapshot International Seaways (INSW) closed out FY 2025 with fourth quarter revenue of US$267.9 million and basic EPS of US$2.58, capping a year where the trailing twelve month figures show total revenue of US$843.3 million and EPS of US$6.27. Over the past few quarters, the company has reported revenue of US$194.6 million and EPS of US$0.73 in Q4 2024, US$183.4 million and EPS of US$1.00 in Q1 2025, US$195.6 million and EPS of US$1.25 in Q2,...
NasdaqGS:HNST
NasdaqGS:HNSTPersonal Products

Honest Company (HNST) Q4 Margin Collapse Challenges Bullish Profitability Narratives

Honest Company’s FY 2025 Results Put Margins Back in the Spotlight Honest Company (HNST) closed FY 2025 with fourth quarter revenue of US$88.0 million and a basic EPS loss of US$0.21, as net income excluding extra items came in at a loss of US$23.6 million, keeping profitability squarely in focus for investors. Over the past six quarters, revenue has moved from US$99.8 million in Q4 2024 through a FY 2025 range of US$88.0 million to US$97.3 million, while basic EPS has swung between a loss of...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Is It Too Late To Consider Victoria's Secret (VSCO) After Its 1-Year Share Price Surge?

If you are wondering whether Victoria's Secret shares still offer value after a strong run, the key is to look past the headlines and focus on what the current price really implies. The stock most recently closed at US$65.75, with returns of 7.2% over 7 days, 17.6% over 30 days, 23.2% year to date, 144.7% over 1 year and 74.2% over 3 years. Recent attention around Victoria's Secret has centered on its position in the US retail space and how investors view its brand and store footprint. This...
NasdaqGS:PHAT
NasdaqGS:PHATPharmaceuticals

Phathom Pharmaceuticals (PHAT) Losses Narrow To US$0.29 EPS And Test Bullish Profitability Narrative

Phathom Pharmaceuticals (PHAT) closed out FY 2025 with Q4 revenue of US$57.6 million and a basic EPS loss of US$0.29, as net income excluding extra items came in at a loss of US$21.1 million. Over recent quarters, the company has seen revenue move from US$29.7 million in Q4 2024 to US$57.6 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$1.05 to a loss of US$0.29. This sets up a story where top line scale up is running ahead of bottom line profitability and keeps...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Did New Global Tariffs Just Quietly Complicate Concentrix's (CNXC) Integration and Debt Story?

In recent days, the Trump administration’s announcement of new global tariffs reignited trade policy uncertainty, affecting companies such as Concentrix whose operations span multiple markets. Although these tariffs have not been interpreted as changing Concentrix’s underlying business outlook, they introduce incremental risk around costs, client demand, and cross-border operations. We’ll now explore how renewed tariff-related uncertainty, alongside Concentrix’s existing integration and debt...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Nexstar Media Group (NXST) Margin Collapse To 2.2% Tests Bullish Growth Narratives

Nexstar Media Group FY 2025 Results: Earnings Slip as Margins Come Under Pressure Nexstar Media Group (NXST) has capped FY 2025 with a soft finish, as fourth quarter revenue came in at US$1.3 billion and the company reported a basic EPS loss of US$5.47 on net income of a US$166 million loss. Over the past six quarters, the company has seen quarterly revenue move from US$1.49 billion in Q4 2024 to US$1.20 billion in Q3 2025 and then to US$1.29 billion in Q4 2025. Quarterly basic EPS shifted...
NYSE:LRN
NYSE:LRNConsumer Services

Does Stride’s Stability‑First Turn After Platform Missteps Change The Bull Case For LRN?

On 19 February 2026, Stride, Inc. presented at the Singular Research Emerging Growth & Value Leaders Webinar, following earlier disruptions from a failed platform upgrade that led to enrollment losses and weaker student experiences. In response, management has shifted toward a stability-first approach, prioritizing platform reliability and measured enrollment over rapid expansion, while Career Learning programs hold up better than General Education. We’ll now explore how Stride’s...
NYSE:AMH
NYSE:AMHResidential REITs

Assessing Whether American Homes 4 Rent (AMH) Still Looks Undervalued After Recent Mixed Returns

What recent performance says about American Homes 4 Rent American Homes 4 Rent (AMH) has drawn investor attention after a mixed stretch, with the stock up 1.8% over the past day but showing negative returns over the past week, month, past 3 months and year to date. See our latest analysis for American Homes 4 Rent. At a share price of US$30.35, the recent 1-day share price return of 1.81% contrasts with weaker recent momentum, including a 30-day share price return of 3.74% and a 1-year total...
NYSE:UMH
NYSE:UMHResidential REITs

UMH Properties (UMH) FFO Loss In Q4 Challenges Bullish Growth Narratives

UMH Properties (UMH) has just wrapped up FY 2025 with fourth quarter revenue of US$67.3 million, a basic EPS loss of US$0.01, and a fourth quarter net loss of US$0.5 million. Trailing twelve month revenue came in at US$261.8 million with basic EPS of US$0.07 and net income of US$6.0 million. Over recent quarters, the company has reported revenue increasing from US$61.8 million in Q4 2024 to US$67.3 million in Q4 2025. Over the same period, quarterly EPS has moved between a small profit and a...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Assessing Lululemon (LULU) Valuation As EMEA Store Count Reaches 100 And Poland Entry Expands Growth

Lululemon athletica (LULU) is back in focus after announcing its 100th store in the EMEA region, a Warsaw opening via franchise that introduces the brand to Poland and signals faster international expansion. See our latest analysis for lululemon athletica. The EMEA expansion milestone lands at a time when lululemon athletica’s share price, last closing at US$185.98, has a 1-day share price return of 1.88% and a year-to-date share price return decline of 11.78%. The 1-year total shareholder...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Why Insmed (INSM) Is Down 6.8% After Wider 2025 Losses But Rapid Brinsupri Launch Traction

In February 2026, Insmed Incorporated reported fourth-quarter 2025 results showing a net loss of US$328.49 million, or a basic loss per share from continuing operations of US$1.54, and a full-year 2025 net loss of US$1.28 billion, or US$6.42 per share. Despite the wider loss, Insmed’s lead drug ARIKAYCE delivered strong revenue momentum and the company’s new therapy Brinsupri generated US$28 million in early sales from more than 2,500 patients and 1,700 prescribers, highlighting rapid...
NasdaqGS:CERT
NasdaqGS:CERTHealthcare Services

Certara (CERT) EPS Loss And Margin Strain Challenge Bullish Profitability Narratives

Certara (CERT) has just wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and a basic EPS loss of US$0.04, as net income excluding extra items came in at a loss of US$5.9 million. The company has seen quarterly revenue move from US$100.4 million in Q4 2024 to US$106.0 million in Q1 2025, US$104.6 million in Q3 2025 and US$103.6 million in Q4 2025, while basic EPS has swung between a profit of US$0.04 in Q4 2024 and Q1 2025 and losses of up to US$0.04 in Q4 2025. Investors are...