U.S. Interactive Media and Services Stock News

NYSE:DRD
NYSE:DRDMetals and Mining

DRDGOLD (NYSE:DRD) Valuation Check After Record Margins And Highest Ever Interim Dividend

DRDGOLD (DRD) is back on investors’ radars after reporting half year earnings to December 31, 2025, with sales of ZAR 5,053.2 million and net income of ZAR 1,927.7 million. See our latest analysis for DRDGOLD. The earnings release appears to have kept momentum intact, with the share price at $35.84 after a 1 day share price return of 5.35%, a 90 day share price return of 28.78%, and a very large 1 year total shareholder return. This suggests strong sentiment rather than fading enthusiasm. If...
NYSE:PAY
NYSE:PAYDiversified Financial

Will Raymond James’ Upgrade Reframe Paymentus (PAY) As A Profitable Growth Story Or A Risky Bet?

Earlier this week, Paymentus Holdings drew attention after Raymond James upgraded its rating and highlighted improved risk‑reward dynamics ahead of the company’s upcoming earnings release. The combination of this upgraded view and heightened interest in whether Paymentus can meet current earnings expectations has sharpened focus on how its growth and profitability thesis is evolving. With analyst enthusiasm rising, we’ll explore how the Raymond James upgrade and earnings expectations...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC) Valuation Check After Strong 2025 Results And New Earnings Guidance

Belden (BDC) is back in focus after reporting fourth quarter and full year 2025 results, alongside new first quarter 2026 guidance, giving investors fresh data on recent performance and management’s near term expectations. See our latest analysis for Belden. Belden’s recent earnings, fresh first quarter 2026 guidance and ongoing buybacks have coincided with a 26.49% 1 month share price return and a 30.94% 1 year total shareholder return, suggesting momentum has picked up after a softer recent...
NYSE:SFBS
NYSE:SFBSBanks

ServisFirst Bancshares (SFBS) Valuation Check After Recent Share Price Momentum

Why ServisFirst Bancshares Is On Investor Radars ServisFirst Bancshares (SFBS) recently caught attention as its shares closed at $86.77, with returns of 5.83% over the past month and 24.03% over the past 3 months. This performance has prompted closer scrutiny from income- and growth-focused bank investors. See our latest analysis for ServisFirst Bancshares. The recent 1 day share price return of 1.74% and 24.03% share price return over 3 months suggest building momentum. The 1 year total...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Assessing Marriott International (MAR) Valuation After Strong Recent Share Price Momentum

Why Marriott International Stock Is On Investors’ Radar Marriott International (MAR) has drawn attention after recent share price moves, with the stock up about 9% over the past month and roughly 17% in the past 3 months. This has prompted investors to reassess expectations. See our latest analysis for Marriott International. While the share price has eased slightly over the past week, Marriott’s 30-day share price return of 8.83% and year to date gain of 11.01%, alongside a 1-year total...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

How Upstart’s New Cash Line and Auto Funding Moves Could Impact Upstart Holdings (UPST) Investors

Upstart Holdings recently launched Cash Line, a revolving credit product offering approved consumers at least US$200 and up to US$5,000 in ongoing access, alongside transparent membership pricing and flexible repayment features aimed at replacing traditional short-term cash advances. At the same time, Upstart expanded institutional support for its auto lending platform through sizable asset sales and funding commitments, reinforcing how its AI-based marketplace can be applied across multiple...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Should Trimble’s 2025 Results and 2026 AI‑Driven Shift Require Action From Trimble (TRMB) Investors?

In February 2026, Trimble Inc. reported full-year 2025 results showing revenue of US$3,587.3 million and net income of US$424 million, while confirming 2026 guidance that calls for higher revenue and earnings alongside an active focus on share repurchases and potential M&A in construction software. Management highlighted record recurring revenue, growing adoption of AI-powered tools, and a continued shift toward software and services, signaling a heavier emphasis on higher-margin,...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

A Look At Bentley Systems (BSY) Valuation After Cautious Investor Sentiment And Margin Pressures

Conestoga Capital Advisors recently called out Bentley Systems (BSY) in its fourth quarter 2025 investor letter, after the stock moved lower on softer revenue growth, margin pressure from higher investments, and uncertainty around project timing and public-sector spending. See our latest analysis for Bentley Systems. Bentley Systems shares have come under pressure in recent months, with a 30 day share price return of 12.9% and a 90 day share price return decline of 17.6%. This has contributed...
NasdaqGS:PPC
NasdaqGS:PPCFood

Should Pilgrim's Pride’s Volume Gains and Just Bare’s Scale Shift Profitability Priorities for PPC Investors?

Pilgrim’s Pride Corporation has reported its fourth-quarter 2025 results, with sales rising to US$4,517.84 million while net income fell to US$87.99 million compared with the same period a year earlier. For full-year 2025, sales increased to US$18.50 billion while net income held roughly flat at just over US$1.08 billion, highlighting volume growth but more pressured profitability. We’ll now examine how Just Bare’s more than US$1.00 billion in annual retail sales reshapes Pilgrim’s Pride’s...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Valuation Check After Recent Share Price Swings

Intel (INTC) is back in focus after its recent share moves, with the stock now around US$44.11. For investors, the key question is how current performance metrics align with longer term return history. See our latest analysis for Intel. Recent moves have been choppy, with a 1-day share price return of 1.14% decline and a 7-day share price return of 5.73% decline. However, the 90-day share price return of 23.25% and 1-year total shareholder return of 77.36% suggest momentum has been building...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

A Look At Perrigo (PRGO) Valuation As Shares Trade Near $14.97 After Recent Gains

Why Perrigo Stock Is On Watch Today Perrigo (PRGO) has drawn fresh attention after recent trading left the shares at a last close of $14.97. This has prompted investors to reassess the consumer self care specialist’s long term return profile and current valuation. See our latest analysis for Perrigo. The recent 0.54% 1 day and 17.87% 90 day share price returns contrast with a 37.58% 1 year total shareholder return decline, which suggests that momentum has picked up after a tougher stretch for...
NasdaqGS:HTZ
NasdaqGS:HTZTransportation

Hertz Global Holdings (HTZ) Is Down 7.4% After Rising Leverage Amplifies Operating Weakness Concerns

Recently, Hertz Global Holdings has come under pressure as analysts highlighted weakening fundamentals, including declining unit sales, shrinking returns on capital, and a high net-debt-to-EBITDA ratio amid rising competitive intensity. This combination of softer operating trends and elevated leverage has amplified concerns that the company has limited room to absorb further business setbacks without straining its balance sheet. Next, we’ll examine how Hertz’s elevated debt burden and...
NasdaqGS:ERIE
NasdaqGS:ERIEInsurance

Evaluating Erie Indemnity (ERIE) Valuation After Recent Share Price Weakness

Erie Indemnity overview after recent share performance Erie Indemnity (ERIE) has seen its share price under pressure recently, with a 0.58% decline over 1 day, a 2.17% decline over the past week, and a 6.47% decline over the past 3 months. See our latest analysis for Erie Indemnity. Looking beyond the recent softness, Erie Indemnity’s short term share price pressure sits alongside a much weaker 1 year total shareholder return of 27.58% and more modest 3 and 5 year total shareholder returns of...
NYSE:LOW
NYSE:LOWSpecialty Retail

A Look At Lowe’s (LOW) Valuation As Job Cuts And Affirm Partnership Refocus The Business

Lowe's Companies (LOW) is in focus after two key moves: a new partnership with Affirm to offer flexible payment plans for home projects, and plans to cut about 600 corporate and support roles. See our latest analysis for Lowe's Companies. At a share price of $280.36, Lowe's has seen momentum build over the past quarter, with a 90 day share price return of 22.56% and a 1 year total shareholder return of 19.58% that sits on top of a 92.60% total shareholder return over five years. If this...
NYSE:TYL
NYSE:TYLSoftware

A Look At Tyler Technologies (TYL) Valuation After Solid Full Year Earnings Growth

Tyler Technologies (TYL) recently released its fourth quarter and full year 2025 results, reporting revenue and net income for both periods above the prior year. These results put the latest stock moves in the context of fresh fundamentals. See our latest analysis for Tyler Technologies. The earnings release appears to have landed against a weak backdrop, with a 30 day share price return of 27.08% and a 90 day share price return of 30.03%. At the same time, the 1 year total shareholder return...
NYSE:NFG
NYSE:NFGGas Utilities

Should Pennsylvania Rate Case Review of Delivery Hike and Credits Require Action From National Fuel Gas (NFG) Investors?

The Pennsylvania Public Utility Commission previously opened an investigation into National Fuel Gas Distribution Corp.’s proposed 7.4% base delivery rate increase and related customer refunds, including a one-time US$30 credit for low-income customers. At the same time, National Fuel Gas has drawn attention for its comparatively low valuation and strong profitability metrics, prompting fresh interest from value-focused investors. We’ll now examine how the Pennsylvania rate case review could...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Valuation Reassessed After Los Angeles County Lawsuit Over Child Protection Controls

Lawsuit puts Roblox under closer regulatory spotlight Roblox (RBLX) is back in focus after Los Angeles County filed a lawsuit claiming the platform did not provide adequate protection for minors, raising questions about regulatory, legal, and reputational risk for shareholders. See our latest analysis for Roblox. At around $62.00, Roblox’s 1 month share price return of 16.35% and 3 month share price return of 31.55% indicate a moderation in recent momentum, while the 3 year total shareholder...
NYSEAM:SEB
NYSEAM:SEBFood

A Look At Seaboard (SEB) Valuation After Strong Earnings, New Dividend And Buyback Update

Why Seaboard’s latest earnings and dividend matter Seaboard (SEB) released full year 2025 results alongside a new quarterly cash dividend, a combination that tends to draw attention from income focused investors and those tracking the company’s profitability. See our latest analysis for Seaboard. Seaboard’s recent news sits against a mixed price backdrop, with a 1 day share price return of 1.36% and a 90 day share price return of 12.31%, while the 1 year total shareholder return of 72.25%...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

A Look At Tarsus Pharmaceuticals (TARS) Valuation After David Pyott Joins The Board

Board appointment puts governance in focus for Tarsus Pharmaceuticals Tarsus Pharmaceuticals (TARS) has drawn fresh investor attention after appointing former Allergan CEO David Pyott to its Board of Directors, just days before reporting Q4 2025 results and providing an update on commercialization progress. See our latest analysis for Tarsus Pharmaceuticals. The appointment of David Pyott comes as Tarsus shares trade at US$66.61, with a 1 day share price return of 1.63% and a 7 day share...
NYSE:FLNG
NYSE:FLNGOil and Gas

Assessing FLEX LNG (FLNG) Valuation After Weaker Earnings And A New Dividend Declaration

FLEX LNG (FLNG) is in focus after reporting weaker fourth quarter and full year 2025 earnings, along with a fresh dividend declaration, a mix that raises practical questions about how its cash generation supports shareholder payouts. See our latest analysis for FLEX LNG. The recent earnings miss and fresh dividend come after a period of steady share price momentum, with an 11.43% year to date share price return and a 28.76% total shareholder return over the past year. This suggests income...
NYSE:CVX
NYSE:CVXOil and Gas

What Chevron (CVX)'s New Ultra-Deepwater Greek Leases Mean for Its Eastern Med Strategy

In February 2026, HELLENiQ ENERGY, in collaboration with Chevron, signed Lease Agreements with the Hellenic Republic to explore four ultra-deepwater offshore blocks south of Crete and the Peloponnese, covering about 47,000 square kilometers, with Chevron holding a 70% operating interest and HELLENiQ ENERGY 30%. This move deepens Chevron’s footprint in the Eastern Mediterranean, adding large, complex exploration acreage to a regional portfolio that already includes producing gas fields in...
NYSE:LEG
NYSE:LEGConsumer Durables

Is Leggett & Platt’s 2026 Outlook of Lower Sales and EPS Altering The Investment Case For LEG?

In February 2026, Leggett & Platt reported that fourth-quarter 2025 sales fell to US$938.6 million from US$1,056.4 million a year earlier, while net income rose to US$25.2 million and diluted EPS from continuing operations increased to US$0.18. For full-year 2025, the company’s sales slipped to US$4.06 billion from US$4.38 billion, yet it moved from a US$511.5 million net loss to a US$235.4 million net profit with diluted EPS from continuing operations of US$1.69 replacing a prior diluted...
NYSE:CAG
NYSE:CAGFood

Do New Board Appointments at Conagra (CAG) Hint at Shifting Cash Flow Priorities?

On February 18, 2026, Conagra Brands, Inc. expanded its board to 12 members by appointing former Target executive John Mulligan and former US Foods CEO Pietro Satriano, assigning them to key governance, human resources, and audit/finance committees. The addition of seasoned leaders with deep retail, foodservice, and financial oversight experience adds fresh oversight at a time when Conagra is managing goodwill impairments, weaker organic sales, and questions around its sizeable dividend. Now...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Boot Barn (BOOT) Is Up 6.3% After Raising Outlook And Accelerating Store Expansion Plans

In mid-February 2026, Boot Barn Holdings raised its full-year outlook after reporting continued strong sales across key merchandise categories and improved merchandise margin expectations. The company also outlined an accelerated expansion plan, targeting 70 new stores in fiscal 2026 and about 20 more in early fiscal 2027, highlighting management’s confidence in store-level performance. With Boot Barn upgrading its full-year outlook, we’ll now assess how this stronger guidance shapes the...