U.S. Media Stock News

Guidewire Software (GWRE) made headlines with the launch of PricingCenter, an AI-powered platform designed to speed up pricing changes and streamline the insurance pricing lifecycle for actuaries and technical teams. The move reflects Guidewire’s ongoing strategy to deliver cloud-based and modern solutions that keep insurers competitive and agile. See our latest analysis for Guidewire Software. Guidewire’s steady momentum has caught investor attention, especially with this year’s notable...

User interest in Microsoft (MSFT) is climbing as the company doubles down on AI and cloud initiatives. The company has unveiled the MAI Superintelligence Team and is committing billions to expand data center infrastructure for future growth. See our latest analysis for Microsoft. Microsoft has been on a headline-making run with fresh earnings beats, splashy AI partnerships, and ambitious global investments, but the share price has eased off recent highs, slipping 2.7% over the past month and...

Hawkins (HWKN) just delivered its latest earnings report, revealing higher sales for both the second quarter and first half of the year. Net income and earnings per share edged down slightly, and the company announced a new dividend. See our latest analysis for Hawkins. After a strong run earlier in the year, Hawkins' shares have pulled back sharply, with a 23% slide over the past month and a 27.9% dip in three months, even as the company posts higher sales and holds steady on its dividend...

Hartford Insurance Group (HIG) just released its third-quarter earnings, reporting revenue and net income gains compared to last year. Along with these results, the company announced a 15% dividend increase and completed another buyback round. See our latest analysis for Hartford Insurance Group. Strong earnings, a bigger dividend, and an active buyback program are turning heads, and investors seem to have noticed. Hartford’s share price is up 18.7% year-to-date, while its impressive 12%...

Markel Group Inc. announced third quarter 2025 earnings, reporting net income of US$751.34 million and diluted earnings per share of US$59.25, both down from the same period last year, alongside an update on its ongoing share repurchase program. While share buybacks continued through the quarter, the central focus was the year-over-year decline in profitability and earnings per share, which has meaningful implications for Markel Group’s operating performance and investor outlook. We'll...

Cogent Biosciences recently filed a universal shelf registration statement, giving the company flexibility to publicly offer up to five types of securities in the future. This filing closely follows the company's third-quarter earnings report, which underscored rising net losses due to increasing research and development investment. We’ll explore how the planned fundraising flexibility amid high R&D spending influences Cogent Biosciences’ investment narrative going forward. These 13...

Sana Biotechnology (SANA) recently made headlines after announcing a sharper focus on its type 1 diabetes program SC451 and in vivo CAR T platform SG293. The company is pausing other initiatives to channel resources toward these lead therapies. See our latest analysis for Sana Biotechnology. This strategic refocus has fueled notable momentum in Sana Biotechnology's shares, reflected in a 147.9% year-to-date share price return, even as the past week saw some pullback following recent...

Upstart Holdings recently reported its third-quarter 2025 results, showing US$277.11 million in revenue and US$31.81 million in net income, alongside decreased full-year revenue guidance to about US$1.03 billion and expected net income of US$50 million. Despite profit and transaction volume growth, the company's lowered revenue outlook and guidance updates stand out amid continued product expansion and new partnerships. Next, we'll look at how Upstart's reduced revenue guidance and profit...

NRG Energy recently reported strong third-quarter results, beating both earnings and revenue estimates and announcing the completion of a share repurchase tranche totaling more than 3.15 million shares for US$500.66 million from July to October 2025, under its broader buyback program. Alongside record financial performance, the company expanded its long-term power agreements in the data center sector and initiated a new US$3 billion share repurchase plan through 2028, reflecting sustained...

Wyndham Hotels & Resorts (NYSE:WH) has announced that Michele Allen, Chief Financial Officer and Head of Strategy, is stepping down to pursue a new opportunity outside the hotel sector. Kurt Albert, previously Treasurer, will take over as interim CFO. See our latest analysis for Wyndham Hotels & Resorts. This leadership shakeup comes on the heels of a challenging year for Wyndham Hotels & Resorts, with the share price returning -26.1% year-to-date and the 1-year total shareholder return...

Enact Holdings (ACT) just posted its third quarter results, and the news is drawing investor attention. With capital return guidance raised to around $500 million for 2025, a new $435 million credit facility, and upgrades from Moody’s and A.M. Best, the company is emphasizing both financial flexibility and credit strength. See our latest analysis for Enact Holdings. Enact Holdings is attracting renewed optimism as shares climbed 14.5% year-to-date, supported by robust third-quarter results,...

Sweetgreen (SG) released its third quarter 2025 results, revealing a larger net loss and quarterly revenue that fell short of expectations. Same-store sales declined sharply, which contributed to management lowering full-year revenue guidance. See our latest analysis for Sweetgreen. Shares of Sweetgreen have struggled to regain momentum after a tough year, with the latest share price down to $5.78 and a one-year total shareholder return of -85.4%. Recent events such as the discontinuation of...

Blackstone (NYSE:BX) is making headlines with the sale of its U.S. senior housing assets valued at $1.8 billion, taking on losses topping $600 million. This divestment highlights a strategic shift in response to persistent headwinds in the sector. See our latest analysis for Blackstone. Blackstone’s headline-making divestment follows a year of notable volatility. After announcing new leadership in Europe and ongoing deal rumors, the firm’s 1-year total shareholder return sits at -15.2%...

Red Cat Holdings (RCAT) reached a significant compliance milestone after its FANG FPV drone system was officially added to the Department of War’s Blue UAS Cleared List. This streamlines the procurement process for federal contracts and could open new growth opportunities for the company. See our latest analysis for Red Cat Holdings. Momentum around Red Cat Holdings is shifting fast, with recent Blue UAS certification and new defense technology partnerships drawing fresh attention to the...

Soleno Therapeutics recently announced third quarter 2025 earnings, reporting net income of US$26.01 million after a net loss of US$76.62 million a year ago, and discussing the commercial launch of VYKAT XR, its FDA-approved treatment for hyperphagia in Prader-Willi syndrome. While financial results were strong, the company’s update sparked concerns about VYKAT XR’s launch trajectory, discontinuation rates due to adverse events, and increased scrutiny following short seller reports and legal...

Wondering if Barrick Mining could be undervalued right now? If you are looking for opportunities where price meets potential, this is a stock you cannot brush off. Barrick Mining has delivered a stunning 107.2% return year-to-date, with the stock also climbing 83.9% over the past year. This signals a major shift in investor sentiment. Market chatter this year has centered on surging gold prices and Barrick’s expansion news, with their increased production capacity making headlines. In...

On November 5, 2025, Comerica’s Board declared a quarterly cash dividend of US$0.71 per common share and an initial Series B preferred dividend, both payable January 1, 2026 to shareholders of record on December 15, 2025. These dividend affirmations, following Comerica’s third-quarter performance, suggest the company’s commitment to capital returns and financial stability despite evolving industry challenges. We'll now explore how Comerica’s earnings strength and recent dividend decisions...

A UPS MD-11F cargo plane crashed shortly after takeoff near Louisville Muhammad Ali International Airport in Kentucky, resulting in at least 12 fatalities and temporarily disrupting operations at the company’s Worldport global hub. This incident prompted the grounding of MD-11 aircraft and has heightened attention on UPS's risk management and operational resilience, particularly regarding the reliability of its logistics network. We'll look at how the operational disruption at Worldport...

Rollins (ROL) continues to draw steady attention from investors as its stock performance trends higher this month. Over the past month, shares have gained around 3%, which adds to a strong year-to-date return. See our latest analysis for Rollins. The momentum behind Rollins is not just a short-term story. The share price has climbed steadily this year, building on recent gains and resulting in a robust year-to-date share price return of 27.3 percent. Looking further out, total shareholder...

Appian reported third-quarter 2025 results last week, delivering US$187 million in revenue and a net income of US$7.83 million, reversing a net loss from the same quarter the previous year while raising its full-year outlook. The company’s return to profitability and upgraded annual guidance reflects significant year-over-year growth in its core cloud subscription business and increasing management confidence in ongoing momentum. We'll explore how Appian’s improved profitability and raised...

Astera Labs reported third quarter 2025 earnings, posting US$230.58 million in sales and US$91.11 million in net income, alongside positive guidance for the fourth quarter with expected revenue between US$245 million and US$253 million. This marked a striking turnaround from net losses a year earlier, highlighting accelerated transformation in the company’s profitability and scale as AI data center demand expands. We'll explore how Astera Labs' improved profitability and guidance could...

In the past week, ACI Worldwide reported third quarter 2025 earnings with revenue of US$482.36 million and net income of US$91.25 million, raised its full-year 2025 revenue guidance above previous expectations, and authorized a US$500 million share repurchase program. Alongside strong financial results, the company signed its first customer for its new ACI Connetic cloud-native platform, marking a milestone in digital payments innovation and growth initiatives. We’ll now examine how ACI...

Ventas, Inc. recently reported third-quarter 2025 earnings, with revenues of US$1.49 billion and net income of US$66.05 million, both higher than the same period a year prior; the company also raised its full-year earnings guidance for 2025. This performance exceeded analyst expectations and prompted further optimism about the company’s earnings outlook, even as several top executives and insiders sold shares during the same period. We'll explore how Ventas’ improved earnings guidance and...

Mueller Water Products reported record fourth-quarter and full-year results for fiscal 2025, with sales reaching US$380.8 million in the fourth quarter and net income rising to US$52.6 million, while also providing guidance for continued net sales growth in fiscal 2026. The company announced an upcoming leadership transition, with Paul McAndrew set to succeed Martie Edmunds Zakas as CEO in February 2026, further supported by robust operational results and forward-looking guidance exceeding...