U.S. Media Stock News

Qualys (QLYS) just delivered a stronger than expected third quarter, lifting revenue, widening margins, and raising full year guidance. That upgraded outlook is what has investors reassessing the stock. See our latest analysis for Qualys. Even with today’s earnings bump, Qualys’ share price at about $146 still reflects a mixed picture, with a modest year to date share price return but a slightly negative 1 year total shareholder return. This suggests that near term momentum is rebuilding...

Viking Holdings (VIK) just delivered a big third quarter earnings beat, with record Adjusted EBITDA and stronger than expected bookings into 2025 and 2026, and Wall Street is taking notice. See our latest analysis for Viking Holdings. The upbeat Q3 surprise fits neatly into a strong run, with a roughly 53% year to date share price return and 44% one year total shareholder return suggesting momentum is still building around Viking’s growth story. If Viking’s surge has you thinking more broadly...

Ellington Financial Inc. announced that its Board of Directors has declared monthly and quarterly dividends on its common and preferred shares, including a US$0.13 common dividend payable on January 30, 2026, and Series A–D preferred dividends ranging from US$0.390625 to US$0.593907 per share. These dividend affirmations, coming after a strong third quarter supported by robust net income, an expanded credit portfolio, and a US$400.00 million unsecured note issuance, highlight the company’s...

Blackbaud (BLKB) just gave investors a lot to chew on, pairing a strategic AI partnership with Anthropic and its new Agents for Good with a bigger buyback authorization, all aimed squarely at long term growth. See our latest analysis for Blackbaud. That backdrop helps explain why the 7 day share price return of 12.97 percent and 30 day share price return of 11.04 percent stand in contrast to a weaker year to date share price return of 13.61 percent and a 1 year total shareholder return of...

Globe Life (GL) has been quietly grinding higher this year, and with the stock up roughly 26% over the past year, investors are asking whether the current valuation still leaves meaningful upside. See our latest analysis for Globe Life. That 26.5% one year total shareholder return reflects more than just a good run; it comes after a solid year to date share price gain as investors warm to Globe Life's steady earnings profile despite some recent share price consolidation around $131.37. If...

In late November and early December 2025, DexCom faced new securities class action lawsuits over alleged unauthorized design changes to its G6 and G7 CGM systems, while also launching Dexcom Academy, a personalized education platform for healthcare professionals across several EMEA markets. This combination of legal scrutiny around product safety claims and investment in clinician training tools highlights the tension between regulatory risk and efforts to strengthen long-term adoption of...

Ameren (AEE) has quietly outperformed many utilities this year, and the recent pullback after its latest move has some investors wondering whether this is a chance to add a steady dividend name. See our latest analysis for Ameren. At around $99.86, Ameren’s recent 7 day share price return of minus 6.10 percent comes after a solid year to date share price gain of 12.21 percent. Its 5 year total shareholder return of 48.19 percent suggests longer term, compounding gains remain intact even as...

Eversource Energy (ES) has quietly slipped about 9% over the past month, even as its year to date return remains firmly positive. That pullback is drawing fresh attention to what investors are actually paying for this regulated utility’s earnings power. See our latest analysis for Eversource Energy. That recent 1 month share price return of negative 8.63% comes after a solid 16.39% year to date share price gain. This suggests momentum has cooled even though the 1 year total shareholder return...

M&T Bank (MTB) has quietly outpaced the broader regional bank group over the past month, climbing about 5% while still sitting roughly 5% below where it traded a year ago. See our latest analysis for M&T Bank. At around $195.11 per share, M&T’s recent 1 month share price return of roughly 5% hints that sentiment is improving again, even though its 1 year total shareholder return is still slightly negative while the 5 year total shareholder return remains solid. If this kind of steady banking...

Confluent (CFLT) just delivered an upbeat third quarter, with revenue climbing around 19% and subscriptions accelerating across Confluent Cloud and Platform. This prompted management to lift full year guidance and lean harder into AI driven data streaming. See our latest analysis for Confluent. Despite the upbeat quarter, Confluent’s share price return over the past year is still negative. The 90 day share price return of 14.33% suggests momentum is tentatively rebuilding as investors...

In the past week, Okta reported third-quarter fiscal 2025 results with revenue of US$742 million and net income of US$43 million, showing higher earnings per share year-on-year and raising full-year fiscal 2026 revenue guidance to about US$2.91 billion. The quarter also highlighted traction in newer areas such as AI-focused security products and expanding large customer contracts, which supported stronger profitability and an uplift in remaining performance obligations versus analyst...

In late November 2025, Iterum Therapeutics announced that its oral antibiotic ORLYNVAH became available through McKesson’s specialty distribution channel, enabling certain physicians to order the drug directly in line with their practice preferences. This addition highlights how McKesson’s growing specialty distribution capabilities complement its broader shift toward higher-growth areas like oncology, specialty drugs, and tech-enabled services, which underpin its repeatedly raised fiscal...

The Paranovus Entertainment Technology Ltd. ( NASDAQ:PAVS ) share price has fared very poorly over the last month...

Morgan Stanley and Piper Sandler have both leaned in on Solaris Energy Infrastructure (SEI) after its pivot into distributed power, spotlighting the Mobile Energy Rentals acquisition as a key driver of its fast growing turbine business. See our latest analysis for Solaris Energy Infrastructure. The bullish commentary has landed on a stock that already has serious momentum, with a roughly 88 percent year to date share price return and a three year total shareholder return above 560 percent...

Earlier this week, Elevance Health expanded access to its AI-powered Virtual Assistant across the Sydney Health app and affiliated plan websites, extending the tool to roughly 22 million commercial members to help them understand benefits, estimate costs, and find in-network care in English and Spanish. The rollout, supported by early data showing high member success in getting answers, aligns with investors’ focus on Elevance’s technology-driven efficiency push and recent double-digit...

Recent analysis of Preferred Bank highlighted that over the last few years its net interest income has grown more slowly than peers, while its net interest margin shrank by 74 basis points and earnings per share fell by 4.7% annually, pointing to pressure on profitability even before today’s date of 7 Dec 2025. These trends suggest that Preferred Bank’s loan book and funding mix may be facing tougher competition and weaker economics than many comparable banks, raising questions about the...

Autodesk reported past third-quarter fiscal 2026 results with revenue of US$1,853 million and net income of US$343 million, alongside higher GAAP EPS, and also completed a multi-year buyback totaling about 8.02 million shares for US$2.19 billion under its 2022 authorization. The company raised its full-year fiscal 2026 guidance, now expecting revenue of US$7,150 million to US$7,165 million and GAAP EPS of US$5.16 to US$5.33, underscoring management’s confidence in ongoing business...

Carvana (CVNA) is back in the spotlight after being tapped to join the S&P 500, a milestone that caps its turnaround from a distressed pandemic play to a profitable, large cap e commerce auto retailer. See our latest analysis for Carvana. The S&P 500 nod caps a wild run, with Carvana’s share price returning about 100% year to date and its three year total shareholder return above 7,800 percent as bullish upgrades, record results, and high profile endorsements fuel momentum. If Carvana’s surge...

United Natural Foods (UNFI) just delivered one of those quarters that makes investors sit up, topping earnings expectations even as sales dipped slightly, and doubling down on its full year turnaround plan. See our latest analysis for United Natural Foods. That backdrop helps explain why, even after a recent pullback with a 1 month share price return of negative 11.31 percent and a 7 day share price return of negative 8.58 percent, United Natural Foods still shows rebuilding momentum. The 90...

Nuvation Bio recently reported encouraging Phase 2 trial results for safusidenib in IDH1-mutant grade 2 gliomas, achieving its primary endpoint with a 44.4 percent objective response rate and a manageable safety profile. These data, which suggest safusidenib may help delay chemoradiation and preserve quality of life, have drawn increased attention from both management and analysts to Nuvation Bio’s emerging oncology pipeline. We’ll now examine how the promising safusidenib Phase 2 results...

Earlier this week, Evercore announced that Ashish Varshneya has joined as a senior managing director in its healthcare investment banking group, bringing nearly two decades of healthcare technology advisory experience from prior roles at TripleTree, Citigroup, and The TriZetto Group. The hire underscores Evercore’s push to deepen its healthcare technology capabilities, particularly for payer, provider, and employer-focused platforms, potentially broadening the firm’s reach in one of...

In recent weeks, Grocery Outlet Holding Corp. reported softer November sales, citing an 8.2% decline in Electronic Benefits Transfer purchases and a 0.5% drop in non-EBT transactions during the U.S. government shutdown, and lowered its 2025 outlook to flat comparable store sales with earnings per share at the low end of prior guidance. The company is responding by accelerating store refresh efforts and emphasizing its value-focused, independently operated model, aiming to stabilize demand...

Recent coverage of Ouster highlighted its role as a pure-play LiDAR provider serving autonomous vehicles, industrial automation, robotics, defense, and smart infrastructure, in a market expected to expand rapidly over the next several years. The company’s growing exposure to multiple advanced technology themes, combined with projections for strong year-over-year revenue growth, has intensified investor attention on LiDAR as a foundational enabling technology rather than a niche hardware...

Several analyst upgrades have pushed SiriusPoint (SPNT) into the spotlight, as a fresh Zacks Rank #1 rating and rising earnings estimates help explain the stock's climb toward its recent 52 week highs. See our latest analysis for SiriusPoint. Those upgrades are landing at a time when momentum already looks constructive, with SiriusPoint’s share price delivering a 90 day share price return of about 13 percent and a year to date share price return of roughly 37 percent. The three year total...