U.S. Media Stock News

Huron Consulting Group (HURN) is back in focus after Benchmark reiterated its positive stance and highlighted improved visibility into potential growth, supported by artificial intelligence driven projects and the AXIOM Systems payor consulting acquisition. See our latest analysis for Huron Consulting Group. The latest upbeat commentary comes after a strong run, with the share price at $180.06 and a robust year to date share price return. Multi year total shareholder returns suggest momentum...

e.l.f. Beauty (ELF) has quietly pulled back, with shares down roughly 38% over the past 3 months and more than 37% over the past year, even as revenue and earnings keep growing. See our latest analysis for e.l.f. Beauty. That pullback has taken the latest share price to about $79.76, and while the 30 day share price return is back in positive territory, the much weaker 1 year total shareholder return suggests momentum has clearly cooled even as fundamentals appear strong. If you are weighing...

Earlier in December, Teladoc Health announced that director J. Eric Evans, who joined the board in 2023, will retire at the 2026 Annual Meeting and not stand for reelection, citing personal reasons. A separate development saw Barclays begin research coverage of Teladoc with an Equal Weight rating, signaling fresh institutional attention on the virtual care provider and its evolving business model. With Barclays’ new coverage bringing Teladoc back into focus, we’ll now assess how this added...

In recent days, QuantumScape announced it has implemented its new Cobra ceramic separator process for solid-state lithium-metal batteries, claiming much faster, more scalable production and finalizing a joint development agreement with a top-10 global automaker as it transitions its listing to the Nasdaq and joins the Nasdaq Composite Index. These steps mark a shift from lab-focused development toward industrialization, with a major automaker partner and index inclusion potentially...

Earlier in December 2025, KB Home reported fourth-quarter and full-year results showing lower revenue and earnings versus the prior year, issued more cautious 2026 housing revenue guidance of US$1.05 billion–US$1.15 billion for the first quarter and US$5.10 billion–US$6.10 billion for the year, and detailed additional buybacks including a completed US$100 million repurchase of 1,600,000 shares announced in October 2025. These softer results, coupled with margin pressure and a Raymond James...

Suburban Propane Partners, L.P. has completed a private offering of US$350 million in 6.500% Senior Notes due 2035, with net proceeds of about US$344.3 million earmarked, together with revolving credit borrowings, to redeem its 5.875% senior notes due 2027 and cover related costs. By refinancing shorter‑dated 2027 notes with longer‑maturity 2035 debt, the partnership is reshaping its debt schedule and potentially increasing financial flexibility for its core propane and renewable fuel...

Tyra Biosciences (TYRA) has been drawing fresh attention after joining the S&P Biotechnology Select Industry Index, a move that can quietly reshape who owns the stock and how it trades. See our latest analysis for Tyra Biosciences. The index inclusion, combined with leadership hires and pre-planned insider sales, has coincided with an 18.2 percent 1 month share price return and a powerful 242.6 percent 3 year total shareholder return. This suggests momentum is still building rather than...

Burlington Stores (BURL) has quietly outperformed many retail peers lately, with shares up about 11% over the past month and 9% in the past 3 months, drawing fresh attention to its valuation. See our latest analysis for Burlington Stores. Zooming out, the recent 30 day share price return of about 11% and 3 year total shareholder return above 40% suggest momentum is rebuilding as investors warm to Burlington’s growth and margin story at around $288 a share. If Burlington’s rebound has you...

Peloton Interactive (PTON) has had a rough stretch in the market, with the stock sliding over the past year even as annual revenue and net income trends show early signs of stabilizing off earlier lows. See our latest analysis for Peloton Interactive. At around $6.11 per share, Peloton’s recent slide, including a steep 90 day share price return of negative 28.66 percent, signals fading momentum as investors reassess both its turnaround prospects and ongoing execution risks after earlier...

Pacira BioSciences (PCRX) just joined the PROBE Consortium, a European Innovative Health Initiative backed effort that uses AI and massive real world osteoarthritis datasets, and that move gives fresh context to the stock. See our latest analysis for Pacira BioSciences. The PROBE announcement lands at a time when sentiment around Pacira is quietly improving. A roughly 9 percent 1 month share price return has helped extend its strong year to date share price gains, even though the 3 year total...

Baldwin Insurance Group (BWIN) just posted Q3 results that cleared Wall Street’s revenue bar, with sales up roughly 8% and organic growth holding at a steady 5%, keeping year-to-date expansion near 9%. See our latest analysis for Baldwin Insurance Group. The Q3 beat has sparked a short burst of optimism, with a 1 day share price return of 4.4 percent lifting Baldwin Insurance Group to 25.15 dollars. However, this comes against a much weaker year to date share price return of minus 32.5...

On December 11, 2025, MDU Resources Group, Inc. amended and restated its five-year revolving credit agreement, extending the US$200,000,000 facility’s maturity from May 31, 2028 to December 11, 2030, with options to increase commitments by up to US$50,000,000 and maintain subfacilities for standby letters of credit and swingline loans. This longer-dated access to bank funding, tied to leverage covenants and ratings-based pricing, arrives as MDU contends with multi‑year sales declines, weak...

Spectrum Brands Holdings (SPB) has quietly outperformed the broader market over the past 3 months, climbing about 12%, even as its year to date return remains sharply negative and value-focused investors reassess the story. See our latest analysis for Spectrum Brands Holdings. Zooming out, that 11.6% 3 month share price return looks more like a rebound than a full trend change. The year to date share price return is still deeply negative and the 1 year total shareholder return is also in the...

PDD Holdings recently expanded its leadership structure by appointing Co-CEO and founding member Jiazhen Zhao as Co-Chairman of the Board alongside Lei Chen, while also naming Mi Wang as Senior Vice President of Engineering and Jiong Li as Financial Director. These appointments bring operational, engineering, and financial leaders with deep company and industry experience into more influential roles, potentially shaping how PDD balances growth investments, technology development, and...

Frontier Group Holdings, Inc. has appointed President James G. Dempsey as Interim CEO effective December 15, 2025, with longtime CEO Barry L. Biffle transitioning to an advisory role through year-end. Dempsey’s progression from CFO to President and now Interim CEO, backed by experience at Ryanair and PricewaterhouseCoopers, signals continuity rooted in deep airline and financial expertise. We’ll now explore how Dempsey’s interim appointment and his operational and financial background could...

CRISPR Therapeutics (CRSP) just gave investors a fresh update on zugo cel, its off the shelf CAR T therapy, highlighting strong early responses, clean safety signals, and a new combo study with Eli Lilly. See our latest analysis for CRISPR Therapeutics. The upbeat zugo cel update comes after a choppy stretch where CRISPR Therapeutics’ 1 month share price return of 10.65 percent and year to date share price return of 36.88 percent contrast with a still deeply negative 5 year total shareholder...

Check Point Software Technologies (CHKP) has been quietly outpacing the broader cybersecurity space this month, with shares up about 3% despite a mixed backdrop for tech and security names. See our latest analysis for Check Point Software Technologies. That steady 2.13% year to date share price return, alongside a 50.92% three year total shareholder return, suggests Check Point’s cybersecurity story is more about enduring compounding than short term excitement. Momentum has cooled slightly...

In December 2025, Zenas BioPharma was added to the NASDAQ Biotechnology Index and filed a US$45.59 million shelf registration tied to an employee stock ownership plan, as investors focused on upcoming Phase 3 INDIGO trial results for its lead drug obexelimab in IgG4-Related Disease. The convergence of index inclusion, fresh capital flexibility, and obexelimab’s pivotal data approaching has put Zenas at the center of growing analyst and investor attention around IgG4-RD therapeutics. Against...

In August 2025, the U.S. District Court for the Middle District of North Carolina granted NeoGenomics summary judgment, invalidating Natera's asserted patents and dismissing Natera's claims with prejudice, and Natera has since voluntarily withdrawn its appeal, leading NeoGenomics to drop its cross-appeal. This outcome removes a key intellectual property overhang for NeoGenomics' RaDaR MRD platform and broader oncology test menu, clarifying legal risk around future product development. We...

TKO Group Holdings (TKO) just wrapped an $800 million accelerated share repurchase and rolled out a fresh plan to buy back another $174 million, a capital return signal that investors are clearly taking seriously. See our latest analysis for TKO Group Holdings. The buybacks come as TKO trades near record highs at $217.98, with a roughly 20% 1 month share price return contributing to a strong year to date share price gain. This suggests momentum is still building as investors reassess its...

In the past quarter, London-based Decagon Asset Management and Sand Grove Capital Management each initiated sizeable positions in CyberArk Software, making the identity security provider one of the largest holdings in both firms’ U.S. equity portfolios. The fact that two separate London hedge funds independently concentrated so much capital in CyberArk highlights growing institutional conviction in its subscription-driven, recurring revenue model. Next, we’ll examine how this concentrated...

Pulse Biosciences (PLSE) just cleared a key regulatory hurdle, with the FDA approving its Investigational Device Exemption for a pivotal U.S. study of the nPulse Cardiac Catheter Ablation System in paroxysmal atrial fibrillation. See our latest analysis for Pulse Biosciences. The FDA green light seems to have reminded investors what is at stake, with a 1 week share price return of 4.21 percent and a 1 month share price return of 13.52 percent standing in contrast to a weaker year to date...

Varonis Systems (VRNS) is back in the spotlight after its third quarter 2025 earnings miss, a sharp drop in term license subscription revenue, and a cut to full year ARR guidance triggered a steep selloff. See our latest analysis for Varonis Systems. That reset has been brutal for recent holders, with the 90 day share price return at around negative 43 percent and 1 year total shareholder return down roughly 26 percent, even though the 3 year total shareholder return remains positive and...

Entegris (ENTG) is back in the spotlight after Goldman Sachs cut the stock to Sell, arguing margins and sector positioning look challenged even as management leans into a more upbeat long term growth story. See our latest analysis for Entegris. The downgrade comes after a choppy stretch for Entegris, with a 1 month share price return of 13.87 percent but a negative year to date share price return and a 1 year total shareholder return of minus 15.62 percent. This suggests momentum is still...