U.S. Media Stock News

Recently, Chewy highlighted that its Autoship subscription program made up 83.3% of fiscal 2025 net sales and grew about 14% year over year, underscoring how recurring orders are shaping the pet e-commerce retailer’s revenue mix. At the same time, research firms have pointed to Chewy’s above-industry earnings growth projections and positive estimate revisions, suggesting that Autoship-driven recurring revenue is increasingly central to how analysts view the company’s growth profile. With...

Event context and recent share performance CONMED (CNMD) has drawn attention after recent share price moves, with the stock at US$38.49. This represents a return of about 5% over the past month but an 8.7% decline over the past 3 months. See our latest analysis for CONMED. The recent share price pullback, including an 8.7% decline in the 3 month share price return and a 5.01% decline in the year to date share price return, sits against a 21.99% loss in the 1 year total shareholder return...

Vertiv Holdings Co (VRT) opened 2026 with Q1 revenue of US$2.6 billion and basic EPS of US$1.02, setting the tone against a backdrop where trailing 12 month revenue stands at US$10.8 billion and EPS at US$4.08. Over the past year, revenue has moved from US$8.0 billion to US$10.8 billion on a trailing basis, while trailing EPS has risen from US$1.32 to US$4.08, alongside year over year earnings growth of 133.9% and a lift in net margin from 7.9% to 14.4%. This puts the latest quarter firmly in...

If you are wondering whether LTC Properties at around US$37.39 is offering good value today, the key is understanding what the current price actually implies about the business. The stock has seen a 7.9% return year to date, with a 12.1% return over the past year, a 35.8% return over three years and a 21.3% return over five years, but it also experienced a 5.6% decline over the last week and a 1.9% return over the past month. Recent attention on healthcare real estate investment trusts,...

Lufax Holding (NYSE:LU) has refreshed its board, with two independent non executive directors stepping down and two new independent directors, Koon Wing Ernest Ip and Siu Hong Cheng, joining key audit and governance committees. See our latest analysis for Lufax Holding. The board refresh comes after a difficult stretch for investors, with the latest share price at $1.89 and a year to date share price return showing a 29.74% decline. The five year total shareholder return of a 90.54% decline...

Riverwater’s exit puts Lazard’s valuation and deal exposure in the spotlight Riverwater Partners’ decision to exit Lazard (LAZ), citing concerns about a slowing M&A cycle and optimistic capital markets assumptions, has sharpened investor focus on how much deal activity risk is priced into the stock. See our latest analysis for Lazard. Lazard’s recent 1 day share price return of 2.69% decline and 7 day share price return of 3.68% decline sit against a 30 day share price return of 18.05% and a...

Recently, commentary on nLIGHT highlighted that the laser manufacturer is experiencing muted revenue growth, ongoing cash burn, and weakening returns on capital, raising questions about the effectiveness of its current growth initiatives. The interesting twist for investors is that these operational challenges are arising while nLIGHT still trades on a relatively high forward earnings multiple, sharpening focus on whether its business model can support such a valuation. With these concerns...

If you are looking at ACM Research and wondering whether the recent excitement matches the current share price, the key question is how that price compares with the company’s underlying value. The stock most recently closed at US$54.53, with reported returns of 9.5% over 7 days, 21.6% over 30 days, 21.5% year to date, 176.4% over 1 year, and a very large 3 year gain that is around 5x. These moves have kept ACM Research on many investors’ watchlists, supported by ongoing attention on...

Why Lithia Motors stock is back in focus before its next earnings report Expectations for Lithia Motors (LAD) to surpass consensus earnings estimates in its upcoming quarterly report have put the stock on watch, as investors weigh the implications of a possible earnings surprise. See our latest analysis for Lithia Motors. The share price, which last closed at US$276.58, has seen a 9.5% 1 month share price return but a 16.8% share price decline year to date. The 3 year total shareholder...

If you are wondering whether Carpenter Technology's share price still offers value after a strong run, it helps to step back and look at what the current price might be implying. The stock recently closed at US$423.91, with returns of 13.6% over 30 days, 25.3% year to date, 122.8% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on Carpenter Technology within the broader capital goods and aerospace space, with commentators highlighting how investor attention...

Lockheed Martin (NYSE:LMT) has successfully launched GPS III Space Vehicle 10, completing the GPS III satellite series. The company is now moving into production of the next generation GPS IIIF satellites. The GPS IIIF line is planned to include optical crosslinks and advanced anti jamming features for the global navigation network. For you as an investor, this latest launch highlights how core space programs sit alongside aircraft, missile and defense systems in Lockheed Martin's broader...

Tencent Music Entertainment Group (TME) has drawn attention after its recent share performance, with the stock showing a return of about 42% over the past 3 years despite weaker shorter term returns. See our latest analysis for Tencent Music Entertainment Group. Despite a 3 year total shareholder return of about 42%, Tencent Music Entertainment Group’s recent momentum has cooled, with the latest 90 day share price return of around a 40% decline and a 1 year total shareholder return of roughly...

Wondering whether QuantumScape at US$7.31 is starting to look attractively priced or still carries a premium? This article breaks down what current market pricing might be implying about the stock. The share price return over the last year sits at 83.7%, with a 2.0% move over the past week, 3.7% over the last month, a 33.9% decline year to date, and a 0.7% return over three years, while the five year return stands at an 80.7% decline. Recent headlines around QuantumScape have kept attention...

Waste Connections (WCN) is in focus after first quarter 2026 results showed sales of US$2,370.63m and net income of US$219.34m, alongside a reaffirmed quarterly dividend of US$0.35 per share. See our latest analysis for Waste Connections. The first quarter results and reaffirmed dividend come after a period of weaker share price momentum, with a 90 day share price return of an 8.02% decline and a 1 year total shareholder return of a 19.42% decline, contrasting with positive 3 and 5 year total...

Coca-Cola India has launched a new experiential engagement at Bengaluru International Airport, using the BIAL Pulse app to connect with travelers. This is the company’s first collaboration of this type at a major airport in India, focused on premium passenger engagement. Coca-Cola, traded as NYSE:KO, is adding this airport initiative in India to an already large global footprint, while its shares currently trade at $74.63. The stock has logged a 28.4% return over 3 years and a 61.6% return...

Evolv Technologies Holdings (NasdaqCM:EVLV) is partnering with the University of Washington to install its AI-based security screening systems at major athletic facilities. The company is becoming the Official Fan Screening Partner for these venues, extending its presence in large collegiate sports settings. Evolv focuses on AI-driven physical security, aiming to help venues manage high volumes of visitors while maintaining security screening. By working with a major university athletics...

Earlier this week, President Donald Trump announced an indefinite extension of the ceasefire deal with Iran, easing geopolitical tensions and reducing perceived conflict risk for global markets. This reduction in geopolitical stress fed into broader investor optimism, with Stride benefiting as confidence improved across sectors sensitive to macro uncertainty. We’ll now examine how this easing of geopolitical risk could influence Stride’s investment narrative and its exposure to macro-driven...

Wondering whether Ardagh Metal Packaging at around US$3.85 still offers value, or if most of the easy gains are already behind it? This article focuses squarely on what the current price may be implying about the business. The stock has recently seen a 6.3% decline over the last 7 days and a 6.1% decline over the last 30 days, even after a 55.1% return over the past year and a 55.2% return over 3 years. Recent news flow around Ardagh Metal Packaging has largely centered on ongoing interest...

If you are wondering whether T-Mobile US at around US$188.92 is offering value or just noise, this article walks you through what the current price might be implying. The stock has slipped about 0.7% over the last week and 9.5% over the last month, contributing to a 5.3% year to date return and a 25.9% decline over the past year, while still showing a 32.5% and 48.8% return over the last 3 and 5 years. Recent coverage has focused on T-Mobile US in the context of the broader telecom sector,...

Why Rigetti Computing is Back on Investors’ Radar Rigetti Computing (RGTI) has drawn fresh attention as its share price has shifted over the past month and past 3 months, prompting investors to reassess this quantum computing pure play. See our latest analysis for Rigetti Computing. Recent share price moves have been mixed, with a 15.7% 30 day share price return set against a 26.4% 90 day decline, while the 1 year total shareholder return of 101.8% highlights how volatile the journey has...

Citizens Financial Group (CFG) has come back into focus after first quarter 2026 results, which included higher net interest income and net income year on year, lower net charge offs, a maintained dividend, and ongoing buybacks. See our latest analysis for Citizens Financial Group. The recent first quarter update, which included higher net interest income, higher net income, lower net charge offs, an affirmed dividend and ongoing buybacks, has come alongside a 12.38% 1 month share price...

If you are wondering whether Taiwan Semiconductor Manufacturing (TSMC) is still reasonably priced after a strong run, the key question is how its current share price stacks up against its underlying fundamentals. The stock last closed at US$387.44, with returns of 3.3% over 7 days, 14.5% over 30 days, 21.2% year to date, 147.9% over 1 year, 387.7% over 3 years and 245.4% over 5 years. This naturally puts valuation in the spotlight. Recent headlines have focused on TSMC's central role in...

Allison Transmission Holdings (ALSN) has drawn investor attention after a strong run in its shares, with the stock recently closing at $133.04 and showing solid returns over the past year and the past 3 months. See our latest analysis for Allison Transmission Holdings. Recent price action has been strong, with a 16.03% 1 month share price return contributing to a 34.47% year to date share price return and a 50.49% 1 year total shareholder return. This points to building momentum around...

Palantir Technologies (NasdaqGS:PLTR) has secured a US$300 million contract with the U.S. Department of Agriculture. The agreement extends Palantir's AI and data platforms into food security, farm support, and agricultural supply chain modernization. The contract supports the National Farm Security Action Plan and consolidates USDA legacy systems into a more unified digital environment. This USDA deal places NasdaqGS:PLTR deeper inside civilian federal operations, beyond its long running...