U.S. Media Stock News

NasdaqGS:STX
NasdaqGS:STXTech

Seagate’s $6.6b Shelf Registration Reshapes Dilution And ESOP Incentives

Seagate Technology Holdings filed a large shelf registration, covering more than $6.6b in ordinary shares. The filing includes shares tied to an employee stock ownership plan related offering. This shelf registration gives the company flexibility to issue shares in the future for potential corporate actions. For investors watching NasdaqGS:STX, the move comes with the stock trading at $407.25 with very large gains over the past year and past five years. The shares are also up 41.6% year to...
NYSE:CI
NYSE:CIHealthcare

Cigna Group (CI) Is Up 8.5% After Massive Buyback, Dividend Hike And Higher 2025 Earnings – Has The Bull Case Changed?

The Cigna Group recently completed a major share repurchase program totaling 137,243,643 shares for US$35.46 billion and, on February 5, 2026, its board approved a higher quarterly dividend of US$1.56 per share, up from US$1.51, alongside reporting full-year 2025 revenue of US$274.90 billion and net income of US$5.96 billion. Taken together, the large-scale buyback, dividend increase, and higher annual earnings highlight Cigna’s emphasis on shareholder returns while it simultaneously moves...
NYSE:ATI
NYSE:ATIAerospace & Defense

ATI Earnings Growth Story Tied To Aerospace Defense And Energy Contracts

ATI (NYSE:ATI) reported strong performance in aerospace and defense, highlighting growth in next generation jet engines, missile programs, and specialty energy contracts. Management pointed to expanding long term agreements and accelerating defense stockpile replenishment as key drivers of improved profitability. The company also called out scaling opportunities in specialty energy as an important contributor to future business mix. ATI, trading at $138.72, is coming off a very large 5 year...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Is Up 39.6% After AI-Fueled Cloud Beat And Board Refresh - Has The Bull Case Changed?

Teradata Corporation has already reported its fourth-quarter and full-year 2025 results, with Q4 revenue rising to US$421 million and net income to US$37 million, and issued 2026 guidance that calls for flat to 2% revenue growth and GAAP diluted EPS between US$1.26 and US$1.36. The company also highlighted momentum in AI and hybrid-cloud offerings, including 15% cloud ARR growth and new AI product launches, while agreeing to add an investor-backed director under a cooperation deal that...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

The Bull Case For Plains All American Pipeline (PAA) Could Change Following Profit Rebound And Payout Hike

Plains All American Pipeline, L.P. recently reported fourth-quarter 2025 results showing sales of US$10,565 million and net income of US$342 million, alongside full-year 2025 sales of US$44,262 million and net income of US$1.44 billion. Despite lower sales than the prior year, the partnership delivered a sharp swing back to profitability, with earnings per share turning positive and supporting a 10% increase in its quarterly distribution and a new efficiency program targeting meaningful cost...
NYSE:DX
NYSE:DXMortgage REITs

Is It Time To Reassess Dynex Capital (DX) After Recent Share Price Volatility

If you are wondering whether Dynex Capital is attractively priced or not, this article will walk you through what the current share price might mean for you as an investor. Dynex Capital’s stock has had mixed recent returns, with a 1.5% decline over 7 days and a 1.1% decline over 30 days. Yet it stands at a 21.5% return over 1 year, 50.7% over 3 years and 34.2% over 5 years. Recent coverage around Dynex Capital has focused on giving investors ongoing context on the business and its share...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Weatherford International (WFRD) Valuation Revisited After Mixed 2025 Earnings And US$200.01 Million Buyback Completion

Why Weatherford International (WFRD) Is Back in Focus Weatherford International (WFRD) is drawing attention after its latest quarterly and full year 2025 earnings, which showed lower revenue alongside higher fourth quarter profitability, combined with completion of a US$200.01 million share repurchase. See our latest analysis for Weatherford International. The recent earnings update, combined with the completed US$200.01 million buyback, has coincided with a sharp pickup in momentum, with a...
NYSE:F
NYSE:FAuto

Ford Resets EV Truck Plans As Hybrids And Value Focus Take Center

Ford Motor (NYSE:F) is canceling its planned all electric F 150 pickup and scaling back plans for fully electric trucks. The company is pivoting toward hybrids and more affordable EVs after reporting a record quarterly loss tied to a substantial one time charge. Management is realigning product plans in response to softer EV demand and changes to federal subsidies. For you as an investor, this shift goes to the core of what Ford Motor (NYSE:F) wants its product mix to look like over the...
NYSE:OGN
NYSE:OGNPharmaceuticals

A Look At Organon (OGN) Valuation As Earnings Approach And Revenue Decline Is Expected

Earnings preview sets the tone for Organon stock Organon (OGN) is back in focus ahead of its earnings announcement this Thursday morning, as investors weigh last quarter’s $1.60b revenue beat against expectations for a 5.2% year on year decline to $1.51b. This shift in revenue trajectory is front and center for anyone watching the stock. Earnings updates often reset expectations around the business, valuation, and the level of risk investors feel comfortable taking. See our latest analysis...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Is It Time To Reassess Super Micro Computer (SMCI) After Its Recent Share Price Swings?

If you are wondering whether Super Micro Computer's current share price still reflects good value or not, you are not alone. That is exactly what this article will unpack. The stock has seen mixed returns, with a 5.1% decline over the last 7 days, a 6.4% gain over 30 days, a 3.5% gain year to date, a 19.3% decline over 1 year, and a very large gain over 5 years that is close to 10x. Recent attention on Super Micro Computer has largely centered on its role in high performance computing and...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Assessing PDD Holdings (PDD) Valuation After Bank Flags Slower Growth And Easing Regulatory Overhang

What sparked the latest focus on PDD Holdings? A recent bank report on PDD Holdings (PDD) flagged expectations of slower domestic retail sales and rising expenses for the coming year. It also highlighted that a smaller than expected tax fine may ease regulatory concerns. See our latest analysis for PDD Holdings. At a share price of $105.43, PDD Holdings has seen a 2.0% 7 day share price return but a 12.5% 30 day and 22.5% 90 day share price decline. The 1 year total shareholder return of...
NYSE:PNR
NYSE:PNRMachinery

A Look At Pentair (PNR) Valuation After 2025 Results Guidance And Leadership Reshuffle

Pentair (PNR) shares are in focus after the company released its fourth quarter and full year 2025 results, introduced new 2026 guidance, and announced a reshaped leadership structure centered on technology, digital initiatives, and operational alignment. See our latest analysis for Pentair. Pentair’s share price has been under pressure in recent months, with a 90 day share price return of 9.26% decline and a year to date share price return of 6.49% decline. At the same time, its 3 year total...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Has Sarepta Therapeutics (SRPT) Fallen Too Far After Its Sharp Multi‑Year Share Price Slide?

If you are wondering whether Sarepta Therapeutics shares are now pricing in too much pessimism or hiding potential value, this article will walk through what the numbers are actually saying about the stock. The share price closed at US$18.33 recently, with returns of a 9.6% decline over 7 days, 23.1% decline over 30 days, 14.0% decline year to date, 83.3% decline over 1 year, 84.8% decline over 3 years and 79.8% decline over 5 years. These moves will naturally raise questions about risk and...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Assessing Commvault Systems (CVLT) Valuation As Geo Shield Targets Sovereign Cloud And Data Security Demand

Why Commvault Geo Shield Matters for CVLT Shareholders Commvault Systems (CVLT) has introduced Commvault Geo Shield, a data protection offering aimed at customers that need strict control over data location, operational oversight, and encryption keys in cloud environments. The launch focuses on organizations with sovereign and compliance-driven requirements, adding options such as local and sovereign hyperscaler regions, partner-operated sovereign services, and private sovereign cloud...
NYSE:C
NYSE:CBanks

Is It Too Late To Consider Citigroup (C) After Its 1 Year 54% Rally?

If you are wondering whether Citigroup shares still offer value after a strong run, this article walks through what the current price might be implying about the bank's long term prospects. The stock last closed at US$122.15, with returns of 3.8% over 7 days, 0.7% over 30 days, 2.9% year to date, 54.5% over 1 year and 127.0% over 5 years. This performance has many investors reassessing both upside potential and risk. Recent headlines around Citigroup have focused on its ongoing repositioning...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Warner Bid Faces Activist Pushback And Rising Regulatory Questions

Netflix (NasdaqGS:NFLX) has made an US$82.7b cash and stock bid to acquire Warner Bros. Discovery, triggering a takeover fight. Paramount Skydance has submitted a rival offer, agreeing to cover major termination fees and add extra incentives for Warner Bros. Discovery shareholders. Activist investor Ancora Holdings has built a significant stake in Warner Bros. Discovery and is preparing a proxy contest to oppose the Netflix proposal and support the Paramount bid. U.S. regulators are widening...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

How Viking’s Q4 2025 Earnings and VK2735 Weight-Loss Updates Will Impact Viking Therapeutics (VKTX) Investors

Viking Therapeutics announced it would release its fourth-quarter 2025 results after the market close on February 11, 2026, followed by an earnings call to discuss performance and pipeline progress. Investor attention is centering on updates for Viking’s weight-loss candidates, including both injectable and oral formulations of VK2735, which could offer future flexibility in how patients receive treatment. Next, we’ll examine how these anticipated earnings and VK2735 pipeline updates shape...
NYSE:ANET
NYSE:ANETCommunications

Arista Networks (ANET) Valuation Check As AI Networking Growth And Earnings Outlook Draw Investor Attention

Arista Networks (ANET) is back in the spotlight ahead of its February 12 earnings release, as investors consider its rapid AI networking expansion, updated revenue guidance, and positive analyst sentiment related to hyperscaler demand. See our latest analysis for Arista Networks. The latest share price of US$143.45 comes after a strong run, with a 16.73% 30 day share price return and a 22.77% 1 year total shareholder return. The 5 year total shareholder return is more than 7x, which points to...
NYSE:BBAI
NYSE:BBAIIT

Is BigBear.ai (BBAI) Using Customs AI Partnerships To Redefine Its Core Growth Story?

In January 2026, BigBear.ai, via its United Arab Emirates business, announced a partnership with Maqta Technologies, the digital arm of AD Ports Group, to co-develop advanced AI solutions for customs and border operations worldwide, targeting ports and land crossings that support roughly US$17.00 trillion in annual seaborne trade. The collaboration aims to use AI to speed up cargo processing while improving government revenue collection and detecting contraband such as human trafficking,...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Teva (TEVA) Is Down 5.2% After Returning To Profitability On Innovation-Led Revenue Shift – What’s Changed

Teva Pharmaceutical Industries reported past full-year 2025 results showing sales rising to US$17.26 billion and a shift from a US$1.64 billion loss to US$1.41 billion in net income, alongside a return to positive earnings per share from continuing operations. This turnaround, helped by innovation-focused brands contributing around US$1 billion in quarterly revenue, has prompted analysts to reassess Teva’s earnings power and business mix. We’ll now examine how Teva’s move back to...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies Digital Push Puts Valuation And Earnings Expectations In Focus

BWX Technologies (NYSE:BWXT) has opened a new Digital Center in Melbourne, Florida, focused on its nuclear and defense operations. The company has named Kurt Bender as Chief Digital Officer to lead digital transformation, AI adoption, and cybersecurity initiatives. For investors following NYSE:BWXT, this move sits at the intersection of nuclear production, defense contracting, and digital tools such as AI and advanced analytics. The company operates in heavily regulated markets where...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Is Down 11.7% After Swinging From Profit To US$379 Million Quarterly Loss - What's Changed

CleanSpark, Inc. reported first-quarter 2026 results showing a net loss of US$378.71 million, or US$1.35 basic and diluted loss per share from continuing operations, compared with net income a year earlier, alongside January 2026 Bitcoin production of 573 coins. This sharp swing from profit to loss, despite ongoing Bitcoin output, raises questions about cost structure, profitability drivers, and how the business is absorbing current industry conditions. We’ll now examine how this move from...
NYSE:SE
NYSE:SEMultiline Retail

Is Sea (SE) Attractive After Recent Share Price Weakness And Conflicting Valuation Signals?

If you are wondering whether Sea's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess growth and risk in the stock. Sea's share price closed at US$113.33, with returns of 4.7% over the past week, a 15.1% decline over the past month, a 13.8% decline year to date, a 12.6% decline over the past year, a 76.4% gain over three years, and a 59.3% decline over five years. Recent coverage has focused on Sea's position as a...
NYSE:JBL
NYSE:JBLElectronic

Assessing Jabil (JBL) Valuation After Earnings Surprises And Rising Institutional Interest

Jabil (JBL) is back in focus after a run of positive earnings surprises, a 35.07% EPS increase over the last year, and fresh interest from institutional investors that are adjusting their positions. See our latest analysis for Jabil. At a share price of US$258.93, Jabil has pulled back slightly with a 1-day share price return of 2.64% decline. However, its 30-day share price return of 14.49% and 1-year total shareholder return of 55.02% point to strong underlying momentum supported by recent...