U.S. Interactive Media and Services Stock News

NetScout Systems (NTCT) just turned heads with second quarter fiscal 2026 earnings that topped Wall Street on both revenue and EPS, a clear signal that operations and investor confidence are moving in the right direction. See our latest analysis for NetScout Systems. The strong quarterly beat comes after a steady recovery, with a roughly 26 percent year to date share price return and 25 percent one year total shareholder return suggesting momentum is rebuilding despite weaker three year and...

Match Group (MTCH) just shuffled its leadership deck by bringing former CEO Spencer Rascoff onto the board and elevating Hinge founder Justin McLeod to chairman, a move investors are weighing against recent stock underperformance. See our latest analysis for Match Group. Those leadership moves land at an inflection point, with Match’s 1 year total shareholder return of 5.17% masking a softer 90 day share price return of minus 15.58%, suggesting fading near term momentum despite longer term...

Earlier this week, Baker Hughes announced a major multi-year award from Kuwait Oil Company to supply advanced artificial lift systems, including electrical submersible pumps, plus installation, surveillance and maintenance services for Kuwait’s oil and gas fields. The deal highlights how Baker Hughes is pairing hardware with its FusionPro intelligent production drive and Leucipa automated field production solution to deepen its role in long-term, technology-driven production optimization for...

NMI Holdings recently reported record revenue and earnings, driven by growth in mortgage insurance-in-force and effective risk-based pricing, while maintaining strong profitability and capital strength despite softer mortgage activity and tighter reinsurance conditions. The company’s ability to post record results while preparing for upcoming PMIERs capital rule changes highlights its focus on disciplined risk and regulatory management within the U.S. housing finance system. We’ll now...

Avantor (AVTR) is back in focus as a securities fraud class action deadline approaches, and a recent downgrade from BofA highlights muted backlog conversion, equipment reliability concerns, and tougher competition that are pressuring near term sentiment. See our latest analysis for Avantor. The stock has been under steady pressure, with the latest share price at $11.10 and a year-to-date share price return of negative 47.64 percent. The 1-year total shareholder return of negative 47.42...

Earlier this week, Oppenheimer downgraded IAC from Outperform to Perform, pointing to valuation concerns and the company’s growing dependence on its large MGM Resorts stake while key holdings like Care.com and Turo are still working through turnarounds. The downgrade also questioned IAC leadership’s reluctance to sell or repurpose its MGM investment, raising fresh debate over how much control the company really has over its own future value drivers. We’ll now examine how Oppenheimer’s...

Ingevity (NGVT) just paired a planned finance and operations shake up with an update on its share buyback progress, a combination that gives investors fresh context for judging the stock’s recent run. See our latest analysis for Ingevity. Those leadership moves and the buyback progress are landing in a market that has already pushed Ingevity’s share price up sharply, with a year to date share price return of 47.37 percent and a 1 year total shareholder return of 42.99 percent, which hints...

HP (HPQ) just teamed up with mAbxience on an AI powered digital twin platform for biologics manufacturing, a move that quietly nudges HP into higher growth life sciences alongside its core PC and printing business. See our latest analysis for HP. The partnership lands at a tricky moment for HP, with a 1 month share price return of 6.82 percent but a year to date share price return of negative 24.76 percent and a 1 year total shareholder return of negative 21.47 percent. This hints that...

Morgan Stanley recently upgraded Spire Inc. to Overweight, pointing to expectations of above-average earnings growth, improving regulatory conditions, and potential value from asset sales including its storage business. An interesting angle for investors is how this upgrade comes alongside Spire’s ongoing multi-hundred-million-dollar infrastructure program and steady dividend growth, which together may influence perceptions of the company’s long-term resilience. We’ll now examine how Morgan...

Racing Partnership Puts Brand Strategy in the Spotlight Sunoco (SUN) is jumping back into the NTT INDYCAR SERIES as a full time primary partner with Chip Ganassi Racing from 2026, a marketing move that directly targets brand visibility and long term demand. See our latest analysis for Sunoco. The stock has cooled off a bit in recent weeks, but with the share price at $52.67 and a 90 day share price return of 7.23 percent, that longer three and five year total shareholder return record...

It's not a stretch to say that Great Elm Group, Inc.'s ( NASDAQ:GEG ) price-to-sales (or "P/S") ratio of 3.4x right now...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Fresh analyst support, a refinancing break, and a Las Vegas facility deal have put PACS Group (PACS) back in focus, as new compliance and HR leaders step in to guide the next expansion phase. See our latest analysis for PACS Group. The steady stream of positive developments seems to be feeding into sentiment, with PACS Group’s 30 day share price return of around 121% and its roughly 168% year to date share price gain suggesting strong momentum from growth expectations and reduced perceived...

H2O America announced that long-serving leader Eric W. Thornburg will retire as non-executive chair of the board on January 31, 2026, with current CEO Andrew F. Walters set to assume the chair role the next day. This planned handover consolidates board and executive leadership under Walters at a time when the company is emphasizing reliable service and operational performance. We’ll now examine how Andrew Walters taking on both CEO and chair responsibilities could influence H2O America’s...

Penumbra (PEN) has quietly climbed about 11% over the past month and roughly 21% in the past 3 months, drawing fresh attention to whether the current price still leaves upside for long term investors. See our latest analysis for Penumbra. That recent 11.2% one month share price return and 20.99% three month share price return builds on a solid backdrop, with a 27.0% one year total shareholder return suggesting momentum is still leaning in Penumbra’s favor at around $309 per share. If...

Enterprise Financial Services (EFSC) has quietly outperformed many regional peers over the past five years, and its recent mix of modest share pullback and solid earnings growth is giving value focused bank investors fresh reasons to revisit the stock. See our latest analysis for Enterprise Financial Services. At around $56 per share, Enterprise Financial Services has given investors a choppy ride recently, with a solid 1 month share price return but softer year to date progress, even as its...

LPL Financial Holdings (LPLA) has quietly held its ground, with the stock roughly flat over the past month after a strong run in the past 3 years and 5 years. See our latest analysis for LPL Financial Holdings. Zooming out, that recent wobble at a share price of $355.72 comes after a solid year to date share price return of 8.45 percent and an even stronger multi year total shareholder return. This suggests momentum is cooling but not broken as investors reassess growth and risk. If LPL’s...

On December 15, 2025, Insperity amended its credit agreement, lifting its revolving credit facility from US$650 million to US$750 million, extending the maturity to December 15, 2028, and easing leverage and EBITDA covenant terms. This expanded and more flexible Facility may give Insperity additional room to fund operations, technology investments, and growth initiatives while managing balance sheet constraints. Next, we’ll examine how the larger revolving facility and relaxed leverage...

Micron Technology reported record fiscal first‑quarter 2026 results for the period ended November 27, 2025, with sales rising to US$13.64 billion and net income reaching US$5.24 billion, and issued guidance for second‑quarter revenue of about US$18.70 billion and diluted EPS near US$8.19, both well above prior expectations. Management highlighted that tight industry supply and AI‑driven demand have already locked in Micron’s entire 2026 high‑bandwidth memory output under price‑and‑volume...

Baldwin Insurance Group (BWIN) just delivered an earnings and financing combo that should catch investors’ attention, topping third quarter profit and revenue expectations while locking in a fresh $600 million term loan. See our latest analysis for Baldwin Insurance Group. Even with today’s upbeat reaction, reflected in a 1 day share price return of 1.92 percent to 22.77 dollars, Baldwin’s 30 day and year to date share price returns remain sharply negative. The 1 year total shareholder return...

NNN REIT (NNN) just lined up a new $300 million senior unsecured term loan facility, giving the company flexible, delayed draw funding it can tap for growth and general corporate needs in a still choppy rate environment. See our latest analysis for NNN REIT. That backdrop helps explain why the stock’s latest share price of $40.68 comes with a modest 1 year to date share price return, but a more solid 1 year total shareholder return of 8.4%. This suggests steady income driven momentum rather...

Steven Madden (SHOO) just delivered a mixed earnings update, with Q3 revenue up about 7% year over year but coming in below Wall Street expectations. Management sounded upbeat about a stronger turn starting in Q4. See our latest analysis for Steven Madden. The earnings miss has not derailed sentiment much, with a roughly 16% 1 month share price return and about 31% over 3 months, while the 3 year total shareholder return near 43% suggests longer term momentum is still intact. If this kind of...

In its Q3 2025 update, Burford Capital reported a more than 50% increase in definitive commitments, 15% portfolio growth year-to-date, and a 61% rise in deployments, while reiterating its aim to double the business by 2030. An interesting angle is management’s indication that more trials and hearings are scheduled over the next 12 months than a year ago, signaling a busier realization pipeline. Next, we’ll explore how Burford’s surging Q3 deployments might influence its long-term investment...

Earlier this year, Lamb Weston reported Q1 2026 results that exceeded analyst expectations, with adjusted EPS of US$0.74 and net sales of US$1.66 billion, supported by 6% volume growth, cost savings, and lower SG&A expenses. Management’s full-year outlook for net sales of US$6.35–US$6.55 billion and adjusted EBITDA of US$1.00–US$1.20 billion signals a focus on stabilizing operations while executing its ‘Focus to Win’ efficiency program. We’ll now examine how this earnings beat and reaffirmed...