U.S. Interactive Media and Services Stock News

Freshworks (FRSH) is back in focus after its fourth quarter and 2025 results, where revenue and earnings topped expectations, but full year 2026 profit guidance came in below Wall Street forecasts. See our latest analysis for Freshworks. The latest guidance has been a clear turning point for sentiment. The 7 day share price return of an 18.83% decline and the 30 day share price return of a 34.72% decline point to fading momentum, despite a 1 day share price return of 2.84% after the results...

If you are wondering whether KLA's soaring share price still lines up with its underlying worth, this article will walk through what the current valuation figures actually say. The stock recently closed at US$1,464.13, with a 1.5% gain over 7 days, a 6.6% decline over 30 days, and returns of 14.9% year to date, 96.7% over 1 year, 287.4% over 3 years, and 366.0% over 5 years. These moves naturally raise questions about how much future upside or downside is already reflected in the...

DTE Energy (NYSE:DTE) is pursuing major investments in electric grid modernization, renewable generation, and gas infrastructure as Michigan advances its decarbonization policy. The company has requested a special use permit for a battery energy storage system at the Fish Creek Solar Park, aiming to expand its clean energy portfolio. A recent security incident involving threats against shareholders and state officials has highlighted the operational and reputational risks large utilities can...

Duke Energy recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$7,938 million for the quarter and US$32.24 billion for the year, while quarterly net income eased slightly to US$1,184 million and full-year net income increased to US$4.97 billion. Alongside these mixed earnings, the company expanded its five-year capital program to US$103 billion and reaffirmed long-term earnings growth targets, underscoring an intensive focus on grid upgrades, new...

Vaxcyte recently reported that it has begun dosing participants in OPUS-3, a Phase 3 trial of its 31-valent pneumococcal conjugate vaccine VAX-31 in adults who were previously vaccinated, as part of a broader Phase 3 program aligned with the U.S. FDA to support a future Biologics License Application. An interesting angle for investors is that VAX-31, which holds Breakthrough Therapy designation and is described as the broadest-spectrum pneumococcal conjugate vaccine in the clinic, is being...

Sally Beauty Holdings, Inc. has already reported its fiscal first-quarter 2026 results, with sales of US$943.17 million and net income of US$45.56 million, while also completing a long-running share repurchase program totaling 38,078,993 shares for US$553.36 million. The company paired this with new guidance calling for relatively steady net sales and comparable sales for the second quarter and full year 2026, suggesting management is focused on disciplined growth rather than aggressive...

In the days leading up to 15 February 2026, GoDaddy reported softer annual recurring revenue growth and a subdued demand outlook, highlighting challenges in winning and keeping long-term customers while managing high servicing costs and relatively weaker gross margins. This combination of slowing recurring revenue momentum and margin pressure has sharpened investor focus on whether GoDaddy’s newer, higher‑value services can offset these operational headwinds. We’ll now examine how concerns...

In early February 2026, Genpact reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued 2026 guidance calling for continued revenue and EPS growth, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling US$2.39 billion. The company highlighted strong traction in its AI and agentic-operations offerings and growing technology partnerships, suggesting its business mix is steadily shifting...

Netflix (NasdaqGS:NFLX) is pursuing an US$82.7b acquisition of Warner Bros. Discovery that is now facing escalating pushback. Activist investor Ancora Holdings has built a significant stake in Warner Bros. Discovery and is urging shareholders to reject Netflix’s offer. Paramount has advanced a rival bid, including improved terms and a willingness to cover breakup fees, increasing competitive pressure on Netflix. The U.S. Department of Justice has opened an antitrust investigation into the...

Leonardo DRS (DRS) has drawn fresh attention after announcing a collaboration with Israel based Axon Vision to integrate artificial intelligence enabled counter unmanned aircraft system capabilities into its battle platforms for US armed forces. See our latest analysis for Leonardo DRS. Those AI focused C UAS and interoperability efforts sit alongside other activity such as its presence at the Singapore Airshow and recent shipboard computing showcases, and come after a 90 day share price...

Cabot Corporation recently reported past first-quarter 2026 results, with sales of US$849 million and net income of US$73 million, both lower than the same quarter a year earlier. Alongside these softer earnings, Cabot completed a long-running share repurchase program totaling 16,281,533 shares and reaffirmed its US$0.45 quarterly dividend, highlighting continued capital returns to shareholders. With Cabot’s earnings decline alongside ongoing share repurchases, we’ll now examine how this...

In early February 2026, Quanta Services drew increased attention after analysts highlighted strong earnings and revenue expectations, expanding project backlogs, and solid positioning across electric power, renewable energy, and underground infrastructure. Institutional interest, including a new position by Baron Durable Advantage Fund citing long-term energy infrastructure tailwinds and management’s ambitious EPS growth targets, underlined growing confidence in Quanta’s role in grid...

Twilio (TWLO) is back in focus after reporting fourth quarter 2025 results that topped expectations, with accelerating revenue growth, strong Voice AI usage, and better than expected guidance for 2026. See our latest analysis for Twilio. Twilio's latest results and AI partnerships have landed against a mixed share price backdrop, with a 1-year total shareholder return decline of 9.72% and a 3-year total shareholder return of 59.90%. This suggests that longer term momentum contrasts with the...

Why Fortinet’s latest earnings, guidance, and product moves matter now Fortinet (FTNT) is back in focus after full year 2025 results topped expectations on key metrics, management issued firm 2026 revenue guidance, and the company rolled out a major FortiSIEM upgrade. Together with recent analyst commentary highlighting billings guidance and Secure Access Service Edge traction, these updates give investors fresh data points on growth, profitability, and how product development may support...

Nucor (NUE) is in focus after its fourth quarter 2025 earnings and revenue came in below market expectations, as investors also weigh potential steel tariff changes and fresh insider selling against Warren Buffett’s recent stake increase. See our latest analysis for Nucor. At a share price of $183.23, Nucor has given investors a 23.25% 90 day share price return and a 35.16% 1 year total shareholder return. This suggests momentum has been building even as tariff headlines, earnings softness...

Why C.H. Robinson Worldwide is on investors’ radar today C.H. Robinson Worldwide (CHRW) has drawn attention after recent share price moves, including a 4.9% gain over the past day and mixed returns over the week, month, and past 3 months. With a market presence across freight transportation and logistics services, along with reported annual revenue of US$16.23b and net income of US$587.08m, investors are assessing how this performance lines up with the stock’s recent returns. See our latest...

If you are looking at Dauch and wondering whether the current share price reflects its true worth, you are not alone. This article will focus on what the numbers say about value rather than short term excitement. The stock last closed at US$7.25, with returns of 11.7% year to date and 40.8% over the past year, even though the last 7 days and 30 days saw declines of 15.9% and 5.8%. Those mixed returns follow recent ongoing coverage of the company, which has kept attention on how the market is...

Alexandria Real Estate Equities (ARE) has been in focus after pricing US$750 million of 5.25% senior unsecured notes due 2036 and increasing the size of its early cash tender offers for several longer dated bonds. See our latest analysis for Alexandria Real Estate Equities. The refinancing news comes after a choppy period for investors, with a 7 day share price return of a 6.10% decline and a 30 day share price return of a 9.33% decline, while the 1 year total shareholder return of a 41.09%...

In recent days, Akamai Technologies reported strong past Q3 2025 results, highlighting accelerating Cloud Infrastructure Services growth, resilient security revenue, and guidance for full-year 2025 adjusted EPS of US$6.93–US$7.13. The company also unveiled its NVIDIA-powered Akamai Inference Cloud for AI at the edge, underscoring how AI-focused infrastructure is becoming a central pillar of its business mix. We’ll now examine how the launch of Akamai’s NVIDIA-powered Inference Cloud for AI...

If you are wondering whether Dycom Industries is still fairly priced after a strong run, this article walks through what the current market price might be implying about its value. At a last close of US$427.48, the stock has posted returns of 6.7% over the past week, 15.3% over the past month, 23.0% year to date and 139.9% over the past year, with around a 4x return over three years and just over a 4.5x return over five years. Recent coverage has focused on Dycom Industries as part of...

Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...

Service Corporation International (SCI) just released its fourth quarter and full year 2025 results, combining steady funeral and cemetery performance with updated 2026 guidance and fresh capital plans that give investors more detail on earnings drivers. See our latest analysis for Service Corporation International. The recent earnings release and cautious 2026 outlook have come with some volatility, with a 7 day share price return of 6.4% and a 30 day share price return of 4.0% against a...

Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy to form a combined energy company valued at about $58b. The transaction includes plans for a 31% dividend increase for shareholders. The combined company has also announced a share repurchase program of up to $5b. For you as an investor, this move is centered on scale and mix. Devon Energy focuses on U.S. shale production, and combining with Coterra creates a larger, more diversified energy producer with exposure...