U.S. Interactive Media and Services Stock News

Arcus Biosciences, Inc., has drawn fresh attention after scrapping its late stage STAR-221 and EDGE-Gastric trials in upper gastrointestinal cancers, a setback that also clarifies where the next wave of potential value may come from. See our latest analysis for Arcus Biosciences. The abrupt end to STAR-221 and EDGE-Gastric triggered a sharp reset in sentiment, with a 1 day share price return of minus 14.36 percent. Arcus still posts an 85.92 percent 3 month share price return and a 33.89...

Brinker International (EAT) grabbed attention after upbeat reports from JPMorgan and Citigroup, as both firms pointed to effective cost cuts and stronger guest traffic as key drivers of renewed investor confidence. See our latest analysis for Brinker International. The upbeat commentary from JPMorgan and Citigroup lands at a time when momentum is clearly building, with a 1 month share price return of 27.62 percent helping push Brinker to $144.45 and supporting a 3 year total shareholder...

If you are wondering whether Ascendis Pharma at around $220 a share is still good value after such a strong run, you are not alone. That is exactly what this breakdown is going to tackle. The stock has climbed 7.3% over the last week, 7.8% over the past month, and is up 59.7% year to date and 69.7% over the last year, signaling that market expectations and risk perceptions have shifted meaningfully. Recent headlines have focused on Ascendis progress in advancing and de-risking its...

In recent days, PTC announced that HOLON, a BENTELER Group subsidiary, is using its Windchill+ SaaS PLM platform to develop an autonomous Level-4 electric vehicle and also launched its Arena AI Engine to automate document review, comparison, and compliance in PLM and QMS workflows. Together, these moves highlight PTC’s push to embed AI into cloud-based product lifecycle tools that underpin complex, highly regulated manufacturing projects like autonomous EVs. We’ll now examine how PTC’s...

Earlier in December 2025, law firm Hagens Berman began investigating Alvotech after the FDA issued a Complete Response Letter citing deficiencies at its Reykjavik manufacturing facility, prompting the company to sharply reduce its 2025 revenue and adjusted EBITDA guidance for its lead biosimilar candidate AVT05. This combination of regulatory setbacks and questions over prior disclosures highlights how central manufacturing quality and transparent guidance are to Alvotech’s biosimilar-led...

In December 2025, ADP, Inc. integrated Thatch’s Individual Coverage Health Reimbursement Arrangement platform into its RUN Powered by ADP payroll system and launched the Save4Retirement Pooled Employer Plan, embedding health and retirement benefits directly into payroll workflows for small and mid-sized employers. Together, these moves highlight how ADP is deepening its role as a core infrastructure provider for outsourced HR, linking payroll with healthcare and retirement administration to...

In October 2025, Genuine Parts Company reported third-quarter sales rising 4.9% year over year, supported by comparable sales growth and acquisitions across its global automotive and industrial parts network. The company also raised its full-year 2025 revenue growth outlook to 3–4%, signaling management’s confidence in execution despite a challenging macroeconomic backdrop. We’ll now explore how Genuine Parts’ upgraded full-year revenue outlook could shape its existing investment narrative...

Recently, Citizens reiterated its Market Outperform rating on Global-E Online, underscoring the company’s leadership in cross-border e-commerce and its strong relationship with Shopify as key strengths supporting its long-term business outlook. The report also highlighted Global-E’s healthy financial position and expanding merchant pipeline, suggesting that its role in a growing cross-border e-commerce market could reinforce confidence in its future earnings potential. Now, we’ll explore how...

FIGS recently reported third-quarter 2025 results that exceeded market expectations for both earnings per share and revenue, underscoring solid operating execution in its healthcare apparel business. Analysts have since highlighted FIGS' international expansion and upcoming Winter Olympics-linked marketing campaigns as potentially meaningful growth drivers for its direct-to-consumer model. We’ll now explore how FIGS’ stronger-than-expected quarterly performance could influence its existing...

TriNet Group, Inc. recently announced that its Board of Directors approved a quarterly cash dividend of US$0.275 per share, with a record and ex-dividend date of January 2, 2026 and a payout date of January 26, 2026. This cash dividend underscores TriNet's ongoing emphasis on returning cash to shareholders, which may be an important signal about capital allocation priorities. We’ll examine how this newly declared US$0.275 per-share dividend influences TriNet’s investment narrative around...

Earlier this month, Redwire Corporation presented at the 14th Annual ROTH Deer Valley Event, highlighting its $44 million DARPA Otter VLEO mission contract, the integration of Edge Autonomy, and recent facility expansion in Michigan. Investor attention is also being drawn to Redwire’s potential role in emerging space-based data center projects alongside existing partners Blue Origin and SpaceX, which could broaden its foothold in next-generation space infrastructure. Now we’ll examine how...

MoonLake Immunotherapeutics (MLTX) is back in the spotlight after disclosing that lead drug candidate sonelokimab fell short of a rival treatment in Phase 3 trials, triggering lawsuits and a brutal repricing of the stock. See our latest analysis for MoonLake Immunotherapeutics. The latest bounce to a share price of $14.79, reflected in a 1 month share price return of 15.82 percent, comes after a brutal 90 day share price collapse of 72.24 percent and a 1 year total shareholder return of...

In recent weeks, Waste Management has seen improving sentiment as analysts raised earnings estimates and projected year-over-year growth ahead of its upcoming results. Behind this optimism lies a view that the company’s near-term business health and profitability could strengthen, even as it contends with rising capital needs and margin pressures. We’ll now examine how this analyst optimism ahead of earnings might influence Waste Management’s investment narrative built around...

Earlier this month, Exponent, Inc. reported third-quarter revenues that grew 9.6% year on year and exceeded analyst expectations by 4%, crediting its diversified portfolio and broad industry reach. This performance marked the strongest analyst estimates beat among its peer group, underlining how Exponent’s cross-sector expertise is translating into resilient demand. Next, we’ll examine how Exponent’s double-digit net revenue growth and broad-based demand may influence its existing investment...

Citigroup Downgrade Puts Fresh Scrutiny on Seadrill Citigroup's move to cut Seadrill (NYSE:SDRL) from Buy to Neutral, while trimming its outlook, has put fresh attention on a stock already down about 19% this year, despite improving fundamentals. See our latest analysis for Seadrill. The downgrade lands after a choppy run for Seadrill, with a roughly 5.6% 1 month share price return failing to offset a near 19% year to date share price decline. The 3 year total shareholder return remains...

Renewed analyst optimism around Allot (ALLT), highlighted by its Zacks Rank of #1 Strong Buy and a sharply upgraded earnings outlook over the past 3 months, has pushed the stock sharply ahead of its tech peers. See our latest analysis for Allot. The optimism seems to be feeding directly into the tape, with Allot’s share price at $9.86 after a robust year to date share price return of around 59 percent and a standout 1 year total shareholder return of roughly 87 percent. This suggests momentum...

Recently, analysts upgraded NNN REIT on the back of its resilient triple-net retail portfolio, expectations for occupancy above 98% by year-end, and record-paced acquisition plans supported by about US$1.40 billion in liquidity and a BBB+ credit rating. An interesting angle is how NNN REIT’s rapid tenant turnarounds and consistent dividend growth record are reinforcing confidence in its ability to manage retail-sector risks while expanding its portfolio. We’ll now explore how this improved...

Earlier this month, Instacart announced it became the first grocery partner to launch an end-to-end shopping app on ChatGPT and separately expanded its same-day delivery offering through a new partnership with The Home Depot Canada across more than 175 stores. Together, these moves highlight how Instacart is using AI-driven customer experiences and broader retailer coverage, including big and bulky items, to deepen its role in everyday household and home improvement purchasing. We’ll now...

AutoZone, Inc. has reported past first-quarter 2025 results, with sales rising to US$4,628.63 million while net income and earnings per share declined year over year. The combination of higher revenue but lower profitability, alongside management’s commitment to opening more locations, highlights both growth ambition and cost pressures. We’ll now examine how AutoZone’s higher sales but softer earnings shape its investment narrative and the outlook for continued store expansion. Rare earth...

Insider selling puts fresh focus on Cogent Communications Holdings Cogent Communications Holdings (CCOI) is back on investors radar after Chief Financial Officer Thaddeus Weed sold 7,300 shares on December 11, extending a year long pattern of insider selling without any offsetting purchases. See our latest analysis for Cogent Communications Holdings. The latest CFO sale lands against a volatile backdrop. Cogent’s 7 day share price return of 18.6 percent and 30 day share price return of 32.6...

Oshkosh (OSK) has been quietly rewarding patient investors, with the stock climbing about 6% over the past month and more than 40% year to date, driven by solid revenue and earnings growth. See our latest analysis for Oshkosh. That momentum is not a flash in the pan. Oshkosh has delivered a robust year to date share price return, while a solid one year total shareholder return suggests investors are increasingly pricing in its earnings traction and defense exposure rather than backing...

On December 4, 2025, First Busey increased its equity buyback authorization by 4,000,000 shares, bringing the total program to 11,666,667 shares. This expanded repurchase capacity highlights management’s willingness to return capital to shareholders and may signal confidence in the company’s underlying fundamentals. Next, we’ll explore how this enlarged buyback program shapes First Busey’s investment narrative, especially its approach to shareholder returns and capital allocation. Rare earth...

Recently, UBS maintained its Neutral rating on Peabody Energy while lifting its outlook on the coal producer’s prospects across its seaborne thermal and metallurgical segments. This shift in analyst sentiment highlights how Peabody’s positioning in both power and steel-related coal markets is increasingly shaping investor expectations. We’ll now explore how this improved analyst confidence in Peabody’s coal portfolio influences the company’s existing investment narrative. This technology...

Aflac (AFL) just expanded its public sector reach by naming Ameriflex as its new administrative partner for spending accounts, giving investors a fresh angle on the stock's growth and service capabilities. See our latest analysis for Aflac. The Ameriflex deal slots neatly into a steady year for Aflac, with the share price at $110.05 and a solid year to date share price return of 7.51 percent. A robust five year total shareholder return of 181.67 percent suggests longer term momentum remains...