U.S. Interactive Media and Services Stock News

NYSE:WES
NYSE:WESOil and Gas

Is Western Midstream Partners (WES) Offering Value After Recent Price Pullback?

If you are wondering whether Western Midstream Partners is still offering value at current levels, this article walks through what the numbers suggest and how to think about the price you are paying. The units last closed at US$41.20, with returns of a 5.1% decline over 7 days, 1.1% over 30 days, 3.7% year to date and 11.7% over the past year. The 3-year return is a bit more than 2x and the 5-year return is very large. Recent coverage around Western Midstream Partners has focused on its...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

The Bull Case For Terreno Realty (TRNO) Could Change Following Coastal Logistics Expansion Moves - Learn Why

Terreno Realty Corporation recently expanded its industrial footprint by acquiring two New York properties for a combined expected investment of about US$115.6 million and securing a long-term lease in Rancho Dominguez, California that will run from June 2026 to September 2036. Together, these transactions highlight Terreno Realty’s focus on high‑traffic coastal logistics corridors, with planned renovations and interior build-outs aimed at enhancing property functionality and income...
NYSE:VIRT
NYSE:VIRTCapital Markets

A Look At Virtu Financial (VIRT) Valuation After Its Latest Form 10-K Highlights Growth And Capital Moves

Virtu Financial (VIRT) has just filed its latest Form 10-K, outlining growth in revenue and net income linked to higher trading volumes and greater institutional activity, alongside capital moves such as share repurchases and debt refinancing. See our latest analysis for Virtu Financial. Those capital moves come against a backdrop of strong recent momentum, with a 22.64% year to date share price return and a 137.72% three year total shareholder return. This suggests investors have been...
NasdaqGS:IPGP
NasdaqGS:IPGPElectronic

Assessing IPG Photonics (IPGP) Valuation After Earnings Beat And New US$100 Million Buyback

Why IPG Photonics Is Back on Investors’ Radar IPG Photonics (IPGP) is in focus after reporting a quarter that exceeded market expectations, alongside a fresh US$100 million share repurchase plan and guidance for the next quarter’s revenue range. See our latest analysis for IPG Photonics. The latest earnings beat, new revenue guidance for the first quarter of 2026 and a fresh US$100 million buyback plan come after a sharp share price run. The 30 day share price return is 55.69% and the 1 year...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

Assessing IAC (IAC) Valuation After Recent Share Price Volatility

IAC (IAC) has been drawing attention after recent share price moves, with the stock closing at US$35.20. For investors, the key question is how current performance lines up with the company’s underlying fundamentals. See our latest analysis for IAC. The latest move to US$35.20 comes after a 5.9% 1 day share price decline. This caps a choppy few months where the 30 day share price return is a 10.8% decline but the 90 day share price return is a 2.4% gain, while the 5 year total shareholder...
NYSE:MTH
NYSE:MTHConsumer Durables

A Look At Meritage Homes (MTH) Valuation After Recent Share Price Pullback

Meritage Homes (MTH) is back on investors’ radar after recent share price moves, with the stock showing mixed short term returns despite positive year to date and multi year total return figures. See our latest analysis for Meritage Homes. The recent pullback, with a 1 day share price return of a 1.32% decline and a 7 day share price return of a 4.71% decline to around $76.80, sits against a stronger backdrop. This includes a 30 day share price return of 6.67% and a 5 year total shareholder...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Assessing Lamar Advertising (LAMR) Valuation After Recent Share Price Moves And Long Term Returns

Lamar Advertising (LAMR) is back on investor radars after recent share price moves, with the stock closing at US$132.03. That puts fresh attention on how its billboard focused business is currently valued. See our latest analysis for Lamar Advertising. While the latest move leaves Lamar Advertising at US$132.03 after a 1 day share price return of a 1.46% decline, the year to date share price return of 6.37% and 1 year total shareholder return of 12.69% sit within a much stronger 5 year total...
NYSE:CMRE
NYSE:CMREShipping

Costamare (CMRE) Valuation Check After Earnings Show Higher Profitability On Slightly Lower Revenue

Why Costamare’s latest earnings matter for shareholders Costamare (CMRE) recently reported fourth quarter and full year 2025 results, with net income and earnings per share rising while revenue edged lower. This puts the focus squarely on profitability and the durability of its charter driven cash flows. See our latest analysis for Costamare. At a share price of US$16.77, Costamare has had a 30 day share price return of 5.34% and a 90 day gain of 9.90%. Its 1 year total shareholder return of...
NYSE:MOD
NYSE:MODBuilding

How Record AI Data Center Cooling Orders and Expansion Will Impact Modine Manufacturing (MOD) Investors

In recent weeks, analysts including Roth Capital, DA Davidson, and Oppenheimer have initiated or reiterated positive coverage on Modine Manufacturing, emphasizing its strengthening position in thermal solutions for high-growth end markets such as AI-focused data centers. At the same time, Modine has reported record orders, multi-year visibility, and capacity expansion in its data center cooling business, while broadening its Climate Solutions portfolio through acquisitions that extend its...
NYSE:WST
NYSE:WSTLife Sciences

Is West Pharmaceutical Services (WST) Pricing Too Much Growth After Recent Share Price Swings

If you are wondering whether West Pharmaceutical Services at around US$244 per share is offering fair value or presenting an opportunity, this article will walk you through what the current price may be implying. The stock has been mixed recently, with a 2.5% decline over the last 7 days, a 3.2% gain over the past month, and returns of 10.9% over 1 year. However, it has seen declines of 11.6% year to date, 21.3% over 3 years, and 12.6% over 5 years. These moves have kept West Pharmaceutical...
NYSE:RBLX
NYSE:RBLXEntertainment

Is Roblox (RBLX) Pricing Look Attractive After Recent Share Price Weakness?

If you have ever wondered whether Roblox shares are priced attractively today, you are not alone. Many investors are weighing up what they are really getting for the current share price. The stock recently closed at US$62.43, with returns of a 1.2% decline over 7 days, a 15.8% decline over 30 days, a 22.9% decline year to date and a 2.2% gain over the past year. This naturally raises questions about how much risk and opportunity is already reflected in the price. Recent news coverage has...
NYSE:TJX
NYSE:TJXSpecialty Retail

The Bull Case For TJX Companies (TJX) Could Change Following Insider Buying And Dividend Confirmation

TJX Companies recently attracted attention as multiple Wall Street firms reiterated positive ratings ahead of its latest earnings release, while the company confirmed a quarterly dividend of US$0.425 per share set for payment on March 5, 2026. Adding to the interest, positive insider buying trends and analysts’ steady earnings expectations highlight how closely investors are watching TJX’s off-price retail model and execution. With earnings expectations steady and insiders buying, we’ll...
NYSE:TKO
NYSE:TKOEntertainment

Will TKO’s (TKO) Rebounding Earnings and Global Events Shift Its Combat Sports Investment Narrative?

TKO Group Holdings has recently reported rapid sales growth and an earnings rebound, while gearing up for major past events like WWE Chamber and UFC Mexico that have highlighted its global sports entertainment footprint. These developments, alongside analysts’ slightly higher revenue expectations and ongoing insider selling activity, underline both the company’s strengthening fundamentals and the varied investor sentiment around its outlook. Next, we’ll examine how TKO’s recent revenue and...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor Deepens Silicon Photonics Role In Quantum And AI Markets

Tower Semiconductor, NasdaqGS:TSEM, has expanded its partnership with Xanadu to scale advanced silicon photonics for commercial quantum computing hardware. The company also announced a collaboration with Scintil Photonics to launch the first heterogeneously integrated DWDM laser sources aimed at AI focused data centers. These agreements mark new steps in photonics and quantum chip manufacturing tied directly to data center and quantum computing markets. Tower Semiconductor, trading at...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Western Digital Exit Reshapes Sandisk Ownership And Dividend Flexibility

Western Digital is continuing to sell down its ownership in Sandisk (NasdaqGS:SNDK) through a large secondary public offering. The transaction involves only existing shares held by Western Digital, with no new shares issued by Sandisk itself. A concurrent debt for equity exchange further reshapes Sandisk’s shareholder base and Western Digital’s financial exposure. The sale is intended to address the legacy ownership overhang tied to Western Digital’s stake in Sandisk. The move coincides with...
NYSE:FLUT
NYSE:FLUTHospitality

A Look At Flutter Entertainment’s (NYSE:FLUT) Valuation After Its Recent Share Price Slide

What Flutter Entertainment’s recent share slide means for investors Flutter Entertainment (NYSE:FLUT) shares have retreated sharply in recent months, with negative returns over the past day, week, month and past 3 months, prompting investors to reassess the US$115.42 closing price. See our latest analysis for Flutter Entertainment. Beyond the recent slide, Flutter Entertainment’s share price return has weakened over both shorter and longer periods, with the year-to-date share price return of...
NYSE:HIW
NYSE:HIWOffice REITs

Is Highwoods Properties (HIW) An Opportunity After Prolonged Share Price Weakness?

Wondering whether Highwoods Properties is priced attractively at its current level, or if the value story is not as clear as it looks at first glance? The stock last closed at US$22.91, with returns of 0.9% decline over 7 days, 13.1% decline over 30 days, 11.5% decline year to date, 14.9% decline over 1 year, 8.6% over 3 years and 22.0% decline over 5 years. This performance may have some investors reassessing both risk and opportunity. Recent coverage around Highwoods Properties has focused...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Is Constellation Energy (CEG) Pricing Reflect Future Growth After Recent Share Price Swings

If you are wondering whether Constellation Energy is priced for more growth or already reflects a lot of optimism, this article breaks down what the current share price could be indicating about value. The stock last closed at US$293.80, with returns of 1.9% over 7 days, 1.6% over 30 days, a 19.8% decline year to date, and a 10.4% gain over the past year. Together, these figures provide a mixed picture to consider. Constellation Energy has been in focus as investors revisit large utility...
NYSE:WCC
NYSE:WCCTrade Distributors

Is WESCO International (WCC) Fairly Priced After Strong 1‑Year Rally And Recent Pullback

If you are wondering whether WESCO International's current share price fairly reflects the business, you are in the right place for a clear look at what the numbers say. The stock last closed at US$286.51, with returns of 13.6% year to date and 62.8% over the past year, while the past week saw a 6.7% decline and the last month was flat at 0.0%. Recent news around WESCO has centered on ongoing investor interest in its role within the capital goods sector and how that fits into broader market...
NYSE:KOS
NYSE:KOSOil and Gas

Kosmos Energy (KOS) Valuation Check After Ghana License Extensions And Planned US$2b Investment

Kosmos Energy (KOS) is back in focus after Ghana’s parliament formally ratified license extensions for the Jubilee and TEN offshore fields to 2040, tied to up to US$2b of planned investment. See our latest analysis for Kosmos Energy. The licence news comes after a sharp shift in sentiment around Kosmos, with a 30 day share price return of 58.46% and a 90 day share price return of 88.99% lifting year to date share price gains to 130.73%. This is despite the 1 year total shareholder return...
NYSE:FDX
NYSE:FDXLogistics

How FedEx’s Tariff Refund Lawsuit Could Reshape Its Cost Base and Profit Story (FDX)

Earlier this month, FedEx filed a landmark lawsuit in the U.S. Court of International Trade seeking a full refund plus interest on trade duties it paid under President Trump’s emergency tariffs, after the Supreme Court ruled those levies unlawful. This makes FedEx one of the first major U.S. companies to test how far the ruling can go in reversing tariff-era costs, with potential implications for both its own finances and importers across the logistics sector. We’ll now examine how FedEx’s...
NasdaqGS:XP
NasdaqGS:XPCapital Markets

XP (NasdaqGS:XP) Valuation Check After Strong 2025 Results And AI‑Driven Efficiency Gains

XP (NasdaqGS:XP) is back in focus after reporting fourth quarter and full year 2025 results, with higher revenue and net income than a year earlier, alongside continued customer growth and AI driven efficiency gains. See our latest analysis for XP. XP’s recent earnings update and the fresh US$215.6m shelf registration come against a share price of US$21.69, with a 34.05% year to date share price return and a 50.47% total shareholder return over one year, while the five year total shareholder...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Assessing Summit Therapeutics (SMMT) Valuation After Recent Share Price Swings

Summit Therapeutics (SMMT) has drawn fresh attention after recent share price swings, with the stock up over the past week but showing declines over the month and past 3 months. See our latest analysis for Summit Therapeutics. At the latest share price of $16.09, Summit Therapeutics pairs a solid 1-week share price return of 7.55% with a weaker year-to-date share price return of an 8.16% decline. Its very large 3-year total shareholder return points to a stock where sentiment has shifted...
NYSE:BMY
NYSE:BMYPharmaceuticals

How Investors May Respond To Bristol Myers Squibb (BMY) Iberdomide Priority Review And Reblozyl Trial Progress

Earlier in February 2026, Bristol Myers Squibb reported positive Phase 2 results for Reblozyl in adults with alpha-thalassemia and secured FDA acceptance, with Priority Review and Breakthrough Therapy Designation, for its iberdomide New Drug Application in relapsed or refractory multiple myeloma. Together, these advances highlight the growing importance of Reblozyl and the iberdomide CELMoD program within Bristol Myers Squibb’s efforts to counter future patent expiries. We’ll now explore how...