U.S. Interactive Media and Services Stock News

NYSE:KNTK
NYSE:KNTKOil and Gas

Kinetik Holdings (KNTK) One Off Driven EPS Surge Tests Bullish Margin Narratives

Kinetik Holdings (KNTK) has just posted its FY 2025 numbers, with Q4 revenue of US$430.4 million and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached about US$1.8 billion and basic EPS came in at US$2.88. Over the past few reported periods, the company has seen quarterly revenue range from US$426.7 million to US$464.0 million and basic EPS move between roughly US$0.03 and US$2.24. Trailing net profit margins recently sat at 10.1% versus 4.1% a year earlier...
NYSE:PERF
NYSE:PERFSoftware

Is Perfect (PERF) Quietly Reframing Its Moat Around B2B Beauty Personalization APIs?

Perfect Corp. recently announced a partnership with True Beauty Lashes to power LashLovr™, an AI-driven lash matching and virtual try-on experience that uses its Virtual Try-On and Face Analyzer APIs to help shoppers find better-fitting false lashes in real time. This collaboration highlights how Perfect’s pay-as-you-go AI and AR APIs can lower adoption hurdles for beauty brands while showcasing a concrete, research-backed use case that could support broader B2B uptake of its technology...
NasdaqGS:IBOC
NasdaqGS:IBOCBanks

Assessing International Bancshares (IBOC) Valuation After Earnings Beat And Higher Net Income

International Bancshares (IBOC) just released full year 2025 and fourth quarter results, with net income and earnings per share above the prior year and revenue net of interest expense in the quarter topping market forecasts. See our latest analysis for International Bancshares. The latest earnings update lands after a solid run in the share price, with a 90 day share price return of 6.45% and a 1 year total shareholder return of 9.48%, building on a 5 year total shareholder return of 71.38%...
NYSE:WTM
NYSE:WTMInsurance

White Mountains Insurance Group (WTM) Valuation Check After Strong Recent Shareholder Returns

White Mountains Insurance Group (WTM) has drawn investor attention after recent share price moves, with the stock’s one-month and past three-month returns outpacing its one-day and seven-day performance. See our latest analysis for White Mountains Insurance Group. Those short term moves sit within a stronger backdrop, with the 30 day share price return of 8.31% and year to date share price return of 8.87% aligning with a 1 year total shareholder return of 20.79%. This suggests momentum has...
NasdaqGS:OS
NasdaqGS:OSSoftware

Assessing OneStream (OS) Valuation After Recent Share Price Momentum And DCF Signals

How OneStream (OS) Has Been Trading Recently With no single headline event driving OneStream (OS) today, investors are instead weighing its recent share performance, revenue profile, and current losses to assess how the stock fits into their software exposure. See our latest analysis for OneStream. At a recent share price of $23.60, OneStream sits on a 90 day share price return of 13.3% and a year to date share price return of 33.18%, while the 1 year total shareholder return is 3.1%. This...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI Expands Oncology Portfolio With HRD-RNA And Lung Screening Deal

Tempus AI (NasdaqGS:TEM) has launched its HRD-RNA algorithm, designed to identify Homologous Recombination Deficiency in cancer using RNA data. The company also announced a partnership with Median Technologies to bring the eyonis LCS AI lung cancer screening tool to markets in the US and Europe. Tempus AI, which last closed at $55.41, is adding new tools to its precision oncology and early detection portfolio with the HRD-RNA algorithm and the eyonis LCS AI screening partnership. The stock...
NYSE:ACN
NYSE:ACNIT

US Stock Market Today S&P 500 Futures Ease As Housing And Factory Signals Diverge

The Morning Bull - US Market Morning Update Friday, Feb, 27 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 futures down about 0.2%, as investors weigh cheaper borrowing costs against mixed global growth signals. The 30 year US mortgage rate has dipped below 6% to 5.98%, which can make monthly payments a bit less painful and puts housing related names in focus. At the same time, the Kansas Fed Manufacturing Index has bounced to 10, a sign that factory...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

Should QuidelOrtho’s (QDEL) Lifotronic Immunoassay Expansion Require Action From QDEL Investors?

QuidelOrtho recently announced a long-term supply agreement with Lifotronic Technology to broaden its immunoassay analyzer platforms and add over 70 assays, including more than 25 not currently offered on its VITROS system, across select markets outside the United States. This collaboration could materially reshape QuidelOrtho’s international diagnostics offering by helping it compete for full‑menu tenders and better serve both small and high‑throughput laboratories. Next, we’ll examine how...
NasdaqCM:SLNO
NasdaqCM:SLNOBiotechs

Soleno Therapeutics Q4 Profitability Milestone Tests High P/E Narrative

Soleno Therapeutics (SLNO) just closed out FY 2025 with fourth quarter revenue of US$91.7 million and basic EPS of US$0.81, alongside net income of US$42.9 million. This capped a trailing 12 month line that shows revenue of US$190.4 million and basic EPS of US$0.40. The company reported revenue of US$66.0 million in Q3 and US$32.7 million in Q2, while EPS moved from US$0.49 in Q3 and a small loss in Q2. Together, these figures describe a story where higher sales and a cleaner income line are...
NYSE:DCO
NYSE:DCOAerospace & Defense

Ducommun (DCO) Swings Back To Quarterly Profit But Trailing Loss Tests Bullish Narratives

Ducommun (DCO) has wrapped up FY 2025 with fourth quarter revenue of US$215.8 million and basic EPS of US$0.50, alongside net income of US$7.4 million. The trailing twelve month figures show revenue of US$824.7 million and a net loss of US$33.9 million tied to basic EPS of US$2.27. Over recent quarters, revenue has moved from US$197.3 million in Q4 2024 to US$215.8 million in Q4 2025, with quarterly basic EPS ranging from a loss of US$4.30 in Q3 2025 to a profit of US$0.50 in Q4 2025. For...
NYSE:SHAK
NYSE:SHAKHospitality

Shake Shack (SHAK) Margin Expansion Tests Bullish Growth Narrative After FY 2025 Results

Shake Shack (SHAK) has wrapped up FY 2025 with fourth quarter revenue of US$400.5 million and basic EPS of US$0.29, alongside trailing 12 month revenue of US$1.4 billion and EPS of US$1.14 that sit against very large reported earnings growth of 341.7% over the past year. The company has seen trailing 12 month revenue move from US$1.25 billion at the end of Q4 2024 to US$1.45 billion by Q4 2025, while trailing EPS stepped up from US$0.26 to US$1.14 and net profit margin shifted from 0.8% to...
NYSE:MMI
NYSE:MMIReal Estate

How Investors Are Reacting To Marcus & Millichap (MMI) Q4 Profit, Full-Year Loss and Buyback Completion

In February 2026, Marcus & Millichap, Inc. reported fourth-quarter 2025 revenue of US$243.95 million and net income of US$13.31 million, alongside full-year 2025 revenue of US$755.16 million and a net loss of US$1.91 million, while also disclosing that it completed a share repurchase program totaling 3,146,936 shares for US$98.00 million. These results show improved quarterly profitability and a smaller full-year loss compared with the prior year, while the completed buyback reduced the...
NYSE:GIC
NYSE:GICTrade Distributors

Is It Time To Reassess Global Industrial (GIC) After Its Strong 1 Year Share Price Run

Are you wondering if Global Industrial still offers good value after its recent run, or if the current price already reflects the key positives for the business? The stock last closed at US$33.26, with returns of 4.3% over 7 days, 9.9% over 30 days, 13.1% year to date, 48.4% over 1 year, 32.6% over 3 years and 10.4% over 5 years. This naturally raises questions about what is now priced in. Recent coverage has focused on Global Industrial's role as a distributor of industrial and business...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Axsome Explores Solriamfetol In Phase 3 CLARITY Trial For MDD Subset

Axsome Therapeutics (NasdaqGM: AXSM) has started the CLARITY Phase 3 trial of solriamfetol in major depressive disorder with excessive daytime sleepiness. The trial focuses on a group of MDD patients who experience excessive daytime sleepiness, for which no approved treatments are currently available. This study expands Axsome's clinical program into an area of unmet medical need. Axsome Therapeutics, listed on the NasdaqGM under the ticker AXSM, develops therapies for central nervous...
NYSE:SPXC
NYSE:SPXCMachinery

SPX Technologies Reshapes Business With Deals Earnings And Shifting Ownership

SPX Technologies is pursuing an acquisition-led expansion and investing heavily in capacity, including in data center infrastructure. The company recently reported record earnings that align with this repositioning of its business mix. At the same time, insider selling and shifts in institutional ownership are reshaping who holds NYSE:SPXC shares. For investors, this mix of corporate activity and ownership changes makes NYSE:SPXC a stock to watch. The shares recently closed at $231.59, with...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Papa Johns International PZZA Margin Compression Reinforces Bearish Cost Narrative In FY 2025 Results

Papa John's International FY 2025 Earnings Snapshot Papa John's International (PZZA) closed out FY 2025 with Q4 revenue of US$498.2 million and basic EPS of US$0.24, while trailing twelve month revenue came in at about US$2.1 billion with EPS of US$0.93. The company has seen quarterly revenue move from US$530.8 million in Q4 2024 to US$498.2 million in Q4 2025, with basic EPS shifting from US$0.45 to US$0.24 over the same period, and trailing net income excluding extra items sitting at...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Is It Time To Reassess Natera (NTRA) After Strong Multi Year Share Price Gains

If you are wondering whether Natera's current share price reflects its real value, you are not alone. This article will help you frame that question clearly. Natera's share price last closed at US$216.10, with a 7 day return of 0.1% decline, a 30 day return of 10.1% decline, a year to date return of 5.6% decline, and a 1 year return of 38.0%, alongside a very large 3 year return and a 111.6% return over 5 years. Recent headlines around Natera have kept the stock on many investors'...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Magnite (MGNI) Net Margin Surge Challenges Bearish Earnings Narratives

Magnite (MGNI) closed out FY 2025 with Q4 revenue of US$205.4 million and basic EPS of US$0.86, capped by trailing 12 month EPS of US$1.01 that sits on trailing 12 month revenue of US$714.0 million. Over the past six quarters in this dataset, revenue has moved from US$162.0 million in Q3 2024 to US$205.4 million in Q4 2025, while quarterly EPS shifted from US$0.04 to US$0.86, creating a backdrop where margins have become a central focus for investors assessing the latest print. See our full...
NYSE:WSO
NYSE:WSOTrade Distributors

Dividend Hike Amid Softer Earnings Might Change The Case For Investing In Watsco (WSO)

In February 2026, Watsco, Inc. reported that its fourth-quarter 2025 sales fell to US$1,578.76 million and net income to US$71.75 million, and also approved a 10% increase in its annual dividend to US$13.20 per share for both Common and Class B shares. The combination of softer recent earnings and a higher dividend, underpinned by management’s emphasis on improved gross margins and a debt-free balance sheet, highlights how Watsco is prioritizing shareholder returns while contending with...
NYSE:BAP
NYSE:BAPBanks

Is It Time To Reassess Credicorp (NYSE:BAP) After Its Strong Multi Year Share Price Run?

If you are looking at Credicorp and wondering whether the current share price still reflects solid value, you are not alone. This article will walk through what the numbers actually say. The stock last closed at US$355.48, with returns of 1.7% over 7 days, a marginal 0.2% decline over 30 days, 24.1% year to date, 106.7% over 1 year and 183.7% over 5 years. This naturally raises questions about how much future upside or risk is already built in. Recent news coverage has focused on Credicorp's...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Posts Q4 Revenue Gain That Challenges Bearish Cash Burn Narrative

Rhythm Pharmaceuticals (RYTM) has wrapped up FY 2025 with Q4 revenue of US$57.3 million and a basic EPS loss of US$0.73, while trailing 12 month figures show total revenue of US$189.8 million and a basic EPS loss of US$3.11. Over recent quarters, the company has seen revenue move from US$41.8 million in Q4 2024 to US$57.3 million in Q4 2025, with basic EPS losses ranging between US$0.72 and US$0.82 per quarter. This sets up a story where revenue is building but margins remain under...
NYSE:JXN
NYSE:JXNDiversified Financial

Will Profit Squeeze Amid Record Annuity Sales and Heavy Buybacks Change Jackson Financial's (JXN) Narrative

In February 2026, Jackson Financial Inc. reported fourth-quarter 2025 revenue of US$1,988 million but swung to a net loss of US$204 million, while also increasing its common dividend, declaring a preferred dividend, and completing a large share repurchase program that retired just over 40% of its shares since 2021. Despite record retail annuity sales and continued capital returns, the sharp drop in yearly net income to US$27 million and a move from earnings per share to a loss per share have...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Priority Review For DTX401 Spurs Fresh Look At Valuation

Ultragenyx Pharmaceutical (NasdaqGS:RARE) announced that the US FDA has accepted its Biologics License Application for DTX401, a gene therapy for Glycogen Storage Disease Type Ia. The FDA has granted Priority Review to the application, signaling an expedited assessment timeline. If approved, DTX401 could become the first pharmacologic treatment option for people living with Glycogen Storage Disease Type Ia. For Ultragenyx, with a current share price of $23.04, this regulatory milestone...
NasdaqGS:OCFC
NasdaqGS:OCFCBanks

Is OceanFirst Financial (OCFC) Pricing Reflect Long Term Prospects After Recent Share Gains

If you are looking at OceanFirst Financial and wondering whether its current share price lines up with its underlying worth, you are asking the exact question this article is built to tackle. The stock last closed at US$19.04, with returns of 3.8% over the past 30 days, 6.7% year to date, and 12.8% over the past year. The 3 year and 5 year returns sit at a 5.6% decline and a 5.0% gain respectively. These share price moves sit against a backdrop of ongoing sector wide attention on US regional...