U.S. Media Stock News

NYSE:ICE
NYSE:ICECapital Markets

A Look At Intercontinental Exchange (ICE) Valuation As Earnings Beat, Dividend Rise And SEC Approval Land

Intercontinental Exchange (ICE) has packed several developments into early 2026, with record January trading volumes, a revenue beat in its latest quarterly earnings, an 8% dividend increase, and fresh SEC approval for U.S. Treasury clearing. See our latest analysis for Intercontinental Exchange. ICE’s latest earnings beat, record January activity, SEC approval for U.S. Treasury clearing and the 8% dividend increase have come alongside a 90 day share price return of 12.95%, while the 5 year...
NYSE:LEVI
NYSE:LEVILuxury

Levi Strauss Targets Gen Z Sustainability While Shares Trade Below Estimates

Levi Strauss (NYSE:LEVI) has launched the Levi’s Wear Longer Project, a new program focused on clothing repair and sustainability education for Gen Z. The company is pairing the initiative with a Super Bowl week pop-up in San Francisco that features collaborations, live experiences, and community workshops on garment repair and creative reuse. For a brand built on denim and workwear, Levi Strauss is leaning into durability as part of its broader identity, rather than only selling new...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte’s Zynyz Wins CHMP Backing And Opens New EU Opportunity

The CHMP of the EMA issued a positive opinion on Incyte's Zynyz (retifanlimab) in combination with platinum-based chemotherapy. The recommendation covers first-line treatment of adults with metastatic or inoperable locally recurrent squamous cell carcinoma of the anal canal. The decision is based on Phase 3 data showing improved progression-free survival with no new safety signals. This opinion represents a key step toward potential European approval and market entry for Zynyz. For...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Expands SNAP Access And Grocers As Valuation Gap Widens

DoorDash (NasdaqGS:DASH) is rolling out SNAP/EBT payment support across the US at more than 50,000 participating stores. The company is also adding new local grocery and alcohol retailers to its marketplace, expanding its merchant base and product coverage. These changes further position DoorDash as a broader commerce platform, not just a restaurant delivery service. For you as an investor, this move sits at the intersection of on demand delivery, payments access, and everyday spending...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software Faces Leverage Test As Acquisition Reliance Clouds Growth Outlook

Progress Software, NasdaqGS:PRGS, is facing scrutiny after the recent ShareFile acquisition increased leverage and highlighted its dependence on deal driven growth. Industry commentary is focusing on the company’s organic growth trajectory and the risk of tougher year over year comparisons as ShareFile is fully reflected in results. Investors are weighing the impact of a more leveraged balance sheet and weaker underlying trends on the company’s future guidance and risk profile. Progress...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

LG Patent Deal And 2026 Outlook Might Change The Case For Investing In InterDigital (IDCC)

In February 2026, InterDigital reported past fourth-quarter 2025 results showing sales of US$158.23 million and net income of US$42.97 million, alongside full-year 2025 sales of US$834.02 million and net income of US$406.64 million, and issued first-quarter 2026 guidance for revenue of US$194–US$200 million and diluted EPS of US$1.61–US$1.86. A recent patent license agreement with LG Electronics, covering digital TVs, display monitors and advanced technologies, broadens InterDigital’s...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Diamondback Energy Director Sale Raises Questions On Valuation And Sentiment

Diamondback Energy (NasdaqGS:FANG) director Meloy Charles Alvin recently sold over 62,000 company shares in a single insider transaction. The sale represents a material disposal of stock by a board member and comes without a public explanation such as option exercises or pre announced diversification. The transaction is likely to draw attention from investors who track insider activity for potential signals on governance and internal sentiment. Diamondback Energy focuses on oil and gas...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox FOXA Margin Compression Challenges Long Term Bullish Earnings Narrative After Q2 2026 Results

How Fox (FOXA) Has Been Performing Heading Into Q2 2026 Fox (FOXA) just posted Q2 2026 revenue of US$5.2b with basic EPS of US$0.53, putting fresh numbers on the board for investors watching its media earnings story. The company has seen quarterly revenue move from US$5.1b in Q2 2025 to US$5.2b this quarter, while EPS shifted from US$0.82 to US$0.53 over the same period. On a trailing twelve month basis, EPS sits at US$4.24 on revenue of US$16.6b. With net profit margin over the last year at...
NYSE:MAGN
NYSE:MAGNForestry

Magnera (MAGN) Narrowing Losses In Q1 2026 Challenges Bearish Profitability Narratives

Magnera (MAGN) just opened Q1 2026 with revenue of US$792 million and a basic EPS loss of US$0.96 per share, setting the tone for another quarter where top line and per share losses stay front and center for investors. Over the past year, the company has seen quarterly revenue move from US$702 million in Q1 2025 to US$792 million in Q1 2026, while basic EPS has ranged from a loss of US$1.69 in Q1 2025 to a loss of US$0.96 most recently, leaving margins under pressure and keeping the path to...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Buyout Of Bluejay Shifts Rare Liver Story Beyond Livmarli

Mirum Pharmaceuticals agreed to acquire Bluejay Therapeutics, adding a late stage hepatitis D candidate to its rare liver disease pipeline. The deal expands Mirum's portfolio beyond its existing bile acid products, including those acquired from Travere Therapeutics. The company aims to widen its reach in rare liver diseases by reducing reliance on a single product and broadening treatment options for patients. Mirum Pharmaceuticals (NasdaqGM:MIRM), recently trading at about $98.23 per...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Buyout Of Bluejay Shifts Rare Liver Story Beyond Livmarli

Mirum Pharmaceuticals agreed to acquire Bluejay Therapeutics, adding a late stage hepatitis D candidate to its rare liver disease pipeline. The deal expands Mirum's portfolio beyond its existing bile acid products, including those acquired from Travere Therapeutics. The company aims to widen its reach in rare liver diseases by reducing reliance on a single product and broadening treatment options for patients. Mirum Pharmaceuticals (NasdaqGM:MIRM), recently trading at about $98.23 per...
NYSE:AMPX
NYSE:AMPXElectrical

A Look At Amprius Technologies (AMPX) Valuation After New Nanotech Energy Manufacturing Partnership

Why the Nanotech Energy deal matters for Amprius shares Amprius Technologies (AMPX) is back in focus after announcing a manufacturing partnership with Nanotech Energy, its first U.S. based production ally, securing a domestic supply chain for high performance silicon battery cells. The agreement is geared toward mission critical customers such as L3Harris Technologies and is designed to fit updated National Defense Authorization Act sourcing rules, which prioritize trusted domestic suppliers...
NYSE:MAIN
NYSE:MAINCapital Markets

New MSC Income Board Member Adds Focus On Main Street Credit Oversight

MSC Income Fund, an affiliate of Main Street Capital, has appointed Nataly M. Marks as a new independent member of its Board of Directors. Marks brings experience in middle market, corporate, and investment banking, as well as prior leadership roles across financial institutions. Main Street Capital, traded as NYSE:MAIN, has a current share price of $59.9. Its long term track record includes a 155.6% return over the past 5 years and 97.3% over 3 years. More recently, the stock has seen a...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant Travel (ALGT) Turns Q4 Profit Of US$31.9m And Tests Bearish Loss Narratives

Allegiant Travel posts mixed FY 2025 finish as profitability swings quarter to quarter Allegiant Travel (ALGT) closed out FY 2025 with fourth quarter revenue of US$656.2 million and basic EPS of US$1.76, alongside net income of US$31.9 million. The trailing twelve months still show a loss, with EPS at US$2.48 and net income of US$44.7 million. The company has seen quarterly revenue shift between US$561.9 million and US$699.1 million across 2025, with EPS moving from a loss of US$3.62 in Q2 to...
NYSE:ASGN
NYSE:ASGNIT

ASGN (ASGN) Margin Compression In Q4 FY 2025 Challenges Bullish Narratives

ASGN (ASGN) has wrapped up FY 2025 with fourth quarter revenue of US$980.1 million and basic EPS of US$0.59, set against trailing twelve month revenue of US$3.98 billion and EPS of US$2.62. Over recent periods, quarterly revenue has ranged from US$968.3 million to US$1.02 billion, while basic EPS has moved between US$0.48 and US$0.96. This gives investors a clear read on how top line scale and per share earnings have tracked into the latest full year. With net profit margins tighter than a...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

Is Innovative Industrial Properties (IIPR) A Potential Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Innovative Industrial Properties is starting to look like a value opportunity or remains a value trap, this article will walk you through what the current price might be implying. The stock last closed at US$47.70, with returns of a 1.6% decline over 7 days, 1.9% decline over 30 days, 3.6% decline year to date, 26.0% decline over 1 year, 26.4% decline over 3 years and 66.3% decline over 5 years, which may change how investors think about its risk and...
NYSE:SOC
NYSE:SOCOil and Gas

Sable Offshore Legal Disputes Put Pipeline Control And Governance In Focus

Sable Offshore (NYSE:SOC) is contesting federal and state actions over control of key oil pipelines tied to its Santa Ynez operations. The California Attorney General has filed a lawsuit to stop a federal transfer of regulatory oversight for these pipelines. Separately, the company faces SEC and federal investigations into alleged selective disclosure of sensitive information to certain investors. Sable Offshore focuses on offshore oil production, with its Santa Ynez operations and related...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Is Northern Trust (NTRS) Fairly Priced After A 33% One Year Share Price Climb

If you are wondering whether Northern Trust's current share price lines up with its underlying value, this article will walk through what the numbers are actually saying. The stock last closed at US$147.48, with returns of 2.3% over the past 30 days, 5.9% year to date and 33.2% over the past year. These moves may have changed how investors think about both its potential and its risks. Recent coverage around Northern Trust has focused on its position in diversified financials and broader...
NYSE:RAL
NYSE:RALElectronic

Ralliant (RAL) Earnings Collapse To US$1.4b Q4 Loss Challenges Bullish Margin Narratives

Ralliant (RAL) has closed out FY 2025 with Q4 revenue of US$554.6 million and a basic EPS loss of US$12.17, while on a trailing twelve month basis revenue was US$2.1 billion with a basic EPS loss of US$10.84. The company has seen quarterly revenue move from US$548.1 million in Q4 2024 to US$554.6 million in Q4 2025, alongside a swing in basic EPS from US$0.73 in Q4 2024 to a loss of US$12.17 in Q4 2025, setting up a results season in which investors will be weighing compressed margins against...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime (SITM) Quarterly Profit Arrival Tests Bullish Growth Narratives Against Long Loss History

SiTime (SITM) closed out FY 2025 with Q4 revenue of US$113.3 million and basic EPS of US$0.35, alongside net income of US$9.2 million, giving investors a clean look at how the business is currently converting sales into earnings. Over the past year, the company has seen quarterly revenue move from US$57.7 million in Q3 FY 2024 to US$68.1 million in Q4 FY 2024 and then to US$113.3 million in Q4 FY 2025, while basic EPS shifted from a loss of US$0.80 in Q4 FY 2024 to a profit of US$0.35 in the...
NYSE:FDX
NYSE:FDXLogistics

Is It Too Late To Consider FedEx (FDX) After Its Strong Share Price Run?

If you are wondering whether FedEx is still reasonably priced after its run, this article will walk through what the current share price might be implying about the company. FedEx shares last closed at US$363.96, with returns of 13.8% over 7 days, 18.2% over 30 days, 24.2% year to date, 44.0% over 1 year, 86.1% over 3 years, and 57.5% over 5 years that many investors are watching closely. Recent attention on FedEx has been shaped by broader interest in global shipping and logistics, as...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream’s Aris Water Deal Reshapes Delaware Basin Value Case

Western Midstream Partners (NYSE:WES) has completed its acquisition of Aris Water Solutions, expanding its water management footprint in the Delaware Basin. The deal includes extended infrastructure agreements with key producers, aimed at securing long term volume commitments and operational scale. Management expects the transaction to be accretive, with potential cost efficiencies and stronger cash generation from the combined water platform. With WES units last closing at $41.26, the...
NYSE:ALB
NYSE:ALBChemicals

Albemarle (ALB) Valuation Check As Earnings Upgrades Lift Expectations For Q4 Results

Analysts have recently raised their earnings estimates for Albemarle (ALB), and the stock is drawing attention as investors look ahead to the upcoming fourth quarter report and the possibility of an earnings surprise. See our latest analysis for Albemarle. Albemarle’s share price has been volatile in the run up to its fourth quarter results, with a 7.22% one day and 13.40% seven day share price decline, yet a 61.02% 90 day share price return and 102.19% one year total shareholder return...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

Assessing TransMedics Group (TMDX) Valuation As Its Organ Care System And Service Model Gain Momentum

TransMedics Group (TMDX) is in focus after its Organ Care System gained broader traction, supported by multiple FDA approvals, a shift toward a recurring full service model and plans for kidney and international market expansion. See our latest analysis for TransMedics Group. Despite the recent 7 day share price return of a 6.74% decline and a softer 30 day move, TransMedics Group’s 1 year total shareholder return of 76.33% and 5 year total shareholder return of 332.72% point to strong longer...