U.S. Media Stock News

NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Sarepta’s First siRNA Move in Huntington’s Disease Could Be A Game Changer For Sarepta Therapeutics (SRPT)

Sarepta Therapeutics announced that Medsafe in New Zealand has approved its clinical trial application for INSIGHTT, a first-in-human Phase 1 study of SRP-1005, an investigational siRNA therapy for Huntington’s Disease, with the subcutaneous dose-escalation trial set to enroll around 24 participants. This marks Sarepta’s move to clinically test an siRNA candidate in a condition with no approved disease-modifying treatments, potentially broadening its rare disease pipeline beyond existing...
NYSE:WCC
NYSE:WCCTrade Distributors

Will Earnings Miss and CFO Transition Change WESCO International's (WCC) Narrative?

WESCO International recently reported its fourth-quarter and full-year 2025 results, showing higher sales but lower net income year over year, reaffirmed its 2026 sales growth outlook, and announced the planned May 2026 retirement of long-time CFO Dave Schulz with former Lumen Technologies finance chief Indraneel “Neel” Dev set to assume the role. The combination of solid top-line growth, an earnings-per-share miss versus expectations, and a high-profile CFO transition gives investors fresh...
NasdaqGS:MOFG
NasdaqGS:MOFGBanks

A Look At MidWestOne Financial Group (MOFG) Valuation After S&P Global BMI Index Removal

Index removal puts MidWestOne Financial Group (MOFG) in focus MidWestOne Financial Group (MOFG) was removed from the S&P Global BMI Index, an event that can prompt trading by index tracking funds and lead investors to reassess how they view the stock. See our latest analysis for MidWestOne Financial Group. Following the index removal, MidWestOne Financial Group’s share price has held at US$49.31, with a 30 day share price return of 19.05% and a 1 year total shareholder return of 59.46%. This...
NYSE:RES
NYSE:RESEnergy Services

Assessing RPC (RES) Valuation After Earnings Miss And Securities Investigation News

RPC (RES) is back on traders' radar after its fourth quarter and full year 2025 results, which included a miss on non GAAP earnings and weakness in Support Services, were followed by a securities law investigation. See our latest analysis for RPC. At a share price of $5.82, RPC has seen short term share price strength, with a 1 day share price return of 3.37% and a 90 day share price return of 9.60%. Longer term performance has been softer, with a 1 year total shareholder return decline of...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Why Zenas BioPharma (ZBIO) Is Up 17.4% After Positive Phase 2 Obexelimab MS Data And What's Next

In early February 2026, Zenas BioPharma reported Phase 2 MoonStone trial data showing obexelimab met its primary endpoint in Relapsing Multiple Sclerosis, with a highly statistically significant reduction in new gadolinium-enhancing T1 lesions and a safety profile consistent with prior studies. An interesting aspect for investors is that obexelimab reduced markers of neuroaxonal injury and maintained stable disability scores through 24 weeks, hinting at potentially meaningful disease control...
NYSE:PPG
NYSE:PPGChemicals

Is PPG’s New STEELGUARD 652 Coating Deepening Its Higher-Value Portfolio Strategy (PPG)?

In early February 2026, PPG Industries launched PPG STEELGUARD 652, a water-based intumescent coating in North America that provides up to two hours of UL 263-certified fire protection for interior structural steel while supporting lower VOC, more sustainable construction practices. This product extends PPG’s higher-value, technology-focused coatings portfolio by combining long-duration fire protection, on-site application efficiency, and architectural-grade aesthetics for complex building...
NYSE:CCS
NYSE:CCSConsumer Durables

Is Century Communities (CCS) Using Luxury Coastal Builds And A Higher Dividend To Redefine Its Strategy?

Century Communities, Inc. recently announced its first community in St. Johns County, Breakwater Villas in Vilano Beach near St. Augustine, featuring three-story luxury townhomes with elevators, rooftop terraces on select units, and prices starting in the low US$1,000,000s, with sales expected to begin in summer 2026. Alongside this expansion into an upscale coastal market, the company’s Board approved a 10% increase in the quarterly dividend to US$0.32 per share, signaling an emphasis on...
NYSE:SGI
NYSE:SGIConsumer Durables

How Surging Revenue Expectations And Upcoming Results At Somnigroup International (SGI) Have Changed Its Investment Story

Somnigroup International recently announced that it will report earnings results this Tuesday before the market opens, following a quarter in which it exceeded analysts’ revenue expectations by 3% and delivered strong year-on-year revenue growth. With analysts now projecting nearly 60% year-on-year revenue growth and adjusted earnings of $0.72 per share this quarter, expectations around Somnigroup’s operational momentum and earnings quality are becoming a central focus for investors. With...
NYSE:BAH
NYSE:BAHProfessional Services

A Look At Booz Allen Hamilton (BAH) Valuation After Recent Share Price Weakness

Booz Allen Hamilton Holding (BAH) has drawn investor attention after a mixed stretch, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 year basis. See our latest analysis for Booz Allen Hamilton Holding. The recent pullback has been steep, with a 7 day share price return of a 12% decline and a 30 day share price return of an 18.6% decline. The 1 year total shareholder return of a 31% decline points to fading momentum rather than a short term...
NYSE:BR
NYSE:BRProfessional Services

How Investors May Respond To Broadridge Financial Solutions (BR) Earnings Beat And Expanding DLT Market Role

In early February 2026, Broadridge Financial Solutions reported higher quarterly sales of US$1,713.9 million and net income of US$284.6 million, while also adding two experienced leaders, Trish Mosconi and Christopher Perry, to its Board of Directors. Broadridge’s expanding role in modernizing financial infrastructure, from its Distributed Ledger Repo platform handling very large daily volumes to Nissay Asset Management adopting its Trade Assignment Portal in Japan, highlights how its...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor (TRIP) Valuation Reset After Weak Q4 Results And Restructuring Toward Experiences And AI

Tripadvisor (TRIP) is back in focus after fourth quarter 2025 results showed flat revenue of US$411 million, a net loss of US$38 million, and earnings below expectations, alongside a company wide restructuring. See our latest analysis for Tripadvisor. The weak quarter and restructuring update helped trigger a 6.9% one day share price decline and a 27.6% 30 day share price return. The 1 year total shareholder return of 46.0% and 5 year total shareholder return of 78.5% show that momentum has...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Assessing Mercury Systems (MRCY) Valuation After Improved Q2 Sales And Narrower Loss

Mercury Systems (MRCY) has drawn fresh attention after reporting second quarter and six month results to December 26, 2025, with higher sales and a smaller net loss than the prior year. See our latest analysis for Mercury Systems. The earnings update comes after a volatile stretch for Mercury Systems, with a 30 day share price return of 20.05% decline, a 90 day share price return of 21.22% gain, and a 1 year total shareholder return of 85.29%. This suggests that longer term momentum has been...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Can Garrett Motion (GTX) Turn Its MEG Marine Turbo Debut Into Durable Diversification Momentum?

Garrett Motion’s long-time partner Weichai recently began using the company’s new MEG large-frame turbocharger platform in next-generation large-bore marine and power-generation engines, extending Garrett’s advanced turbo technology into higher-power, multi-fuel applications. This first commercial MEG deployment highlights Garrett’s push beyond light vehicles into marine, industrial, and data center backup power markets where efficiency and emissions performance are increasingly...
NYSE:GEV
NYSE:GEVElectrical

Has GE Vernova (GEV) Run Too Far After Spin Off And 119% One Year Surge?

If you are wondering whether GE Vernova is priced attractively after its recent run, this article will walk through what the current share price might be implying about the business. The stock last closed at US$802.13, with returns of 0.1% over 7 days, 17.7% over 30 days, 18.0% year to date and 118.7% over the past year. This performance has put the valuation firmly on many investors' radar. Recent headlines have focused on GE Vernova as a pure play in capital goods following its separation...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Reaffirmed Outlook, Bigger Buyback and Dividend Might Change The Case For Investing In Open Text (OTEX)

In early February 2026, Open Text Corporation reported second-quarter results showing slightly lower quarterly revenue and earnings, reaffirmed its full-year 2026 revenue growth target of 1% to 2%, declared a US$0.275 quarterly dividend, and increased its share repurchase authorization by US$200 million to a total of US$500 million. The combination of softer quarterly performance, continued commitment to dividends, and an expanded buyback program highlights management’s focus on balancing...
NYSE:UDR
NYSE:UDRResidential REITs

What UDR (UDR)'s Profit Rebound, 2026 Guidance and Asset Sales Plan Means For Shareholders

In February 2026, UDR, Inc. reported that fourth-quarter 2025 revenue rose to US$433.11 million and net income reached US$222.9 million, reversing a prior-year loss, while also issuing 2026 net income guidance of US$0.45 to US$0.55 per diluted share and outlining recent share repurchases. An interesting twist is that UDR funded both debt repayment and US$229.1 million of cumulative buybacks partly through joint venture proceeds, while simultaneously planning to be a net seller of apartment...
NYSE:LMND
NYSE:LMNDInsurance

Is Lemonade’s (LMND) AI Edge Big Enough To Offset Persistent Losses And Insider Selling?

Lemonade, the AI-focused insurance company, has recently drawn attention as analysts anticipate strong fourth-quarter results backed by rapid customer growth, expanding product lines and markets, and management’s guidance for improved profitability metrics later in 2026. At the same time, the company’s continued losses, insider selling, and questions about the distinctiveness of its AI advantage against larger incumbents highlight a tension between growth enthusiasm and ongoing execution...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

A Look At IREN (NasdaqGS:IREN) Valuation As MSCI Inclusion And Microsoft AI Deal Draw Focus

IREN (NasdaqGS:IREN) is back in focus after confirmation it will join the MSCI USA Index, putting its bitcoin miner turned AI cloud story, including a US$9.7b Microsoft deal, under closer investor scrutiny. See our latest analysis for IREN. Even with the latest 5.47% 1-day share price return taking IREN to US$42.22, recent momentum has cooled. The 30-day share price return shows a decline of 26.98%, set against a very large 1-year total shareholder return of 224.52% and an around 11x 3-year...
NYSE:VVX
NYSE:VVXAerospace & Defense

V2X (VVX) Is Down 5.1% After Google AI Defense Deal And T-6 COMBS Restart – Has The Bull Case Changed?

In early February 2026, V2X, Inc. announced that it had resumed work on its US$4.30 billion T-6 COMBS contract, secured US$100.00 million in classified awards across cyber and logistics missions, and entered a new partnership with Google Public Sector to deliver secure AI and cloud solutions for U.S. defense and intelligence agencies. Together, these developments highlight V2X’s role as an integrated mission partner, combining long-term aircraft support, advanced cyber capabilities, and...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

This Week In Digital Payment - Fiserv's Strategic Growth Amidst Digital Payments Evolution

Recent developments in the digital payment sector highlight the evolving landscape of financial services technology. Fiserv, a leader in payments and financial technology solutions, has reported its financial results for the fourth quarter and full year of 2025, showcasing modest revenue growth amid mixed performance across different segments. The company achieved a 4% increase in GAAP revenue for the year, driven by growth in its Merchant Solutions. Despite challenges, Fiserv continues to...
NYSE:WELL
NYSE:WELLHealth Care REITs

Why Welltower (WELL) Is Up 6.8% After Decade-High FFO And 2026 Earnings Outlook Shift

In the fourth quarter and full year ended December 31, 2025, Welltower Inc. reported higher sales and revenue but lower net income and earnings per share compared with the prior year, while its Board declared a US$0.74 per-share quarterly dividend, marking the 219th consecutive payout to be paid on March 10, 2026. The company highlighted its highest year of revenue, EBITDA and FFO growth in a decade, underpinned by a shift toward senior housing assets, technology-enabled operations, and new...