U.S. Media Stock News

In late April 2026, Sanmina reported strong second-quarter and six-month results with revenue of about US$4.01 billion and US$7.20 billion respectively, raised full-year 2026 revenue guidance to US$13.70 billion–US$14.30 billion, announced a US$600 million share repurchase plan, filed a US$230.59 million ESOP-related shelf registration, and confirmed it is actively evaluating acquisitions and partnerships. Together, the earnings beat, acquisition appetite, and sizable buyback authorization...

If you are wondering whether Alpha Metallurgical Resources at around US$182 per share still offers value or has already priced in its story, the starting point is to look closely at how it stacks up on key valuation checks. The stock has had a mixed run recently, with a 2.6% decline over the last week, an 8.0% decline over the last month, and a 10.2% decline year to date, even though the 1 year return sits at 43.9%. These moves sit against a longer term context. The 3 year return is 24.9%...

In late April 2026, Chewy attracted heightened attention as analysts reiterated positive views and earnings estimates were revised upward, reflecting growing optimism about its ability to generate earnings growth. This wave of favorable research coverage has reinforced Chewy’s standing as a closely watched e-commerce pet care platform, with investor interest concentrated on its earnings trajectory and resilience in uncertain macroeconomic and geopolitical conditions. We’ll now examine how...

TROOPS (NasdaqCM:TROO) has opened FY 2025 with first half revenue of US$7.62 million and a net loss of US$0.97 million, translating to basic EPS of a US$0.0084 loss. Over the last three reported half year periods, the company has seen revenue move from US$2.61 million in 1H 2024 to US$7.46 million in 2H 2024 and US$7.62 million in 1H 2025. Over the same periods, basic EPS has ranged from a US$0.0133 loss to a US$0.1172 loss and now a US$0.0084 loss, setting up a results season where revenue...

Before getting into detailed valuation models, it helps to step back and ask a simple question: at around US$38.55 per share, is Alaska Air Group priced attractively, or is the market already baking in most of the upside? Recent returns are mixed, with the stock showing a 7.3% decline over the last 7 days, a 2.4% gain over 30 days, and longer term returns of a 25.2% decline year to date and an 18.0% decline over the last year, which can change how investors view both risk and potential...

Why this new U.S. defense order matters for Gilat Satellite Networks (NasdaqGS:GILT) Gilat Satellite Networks (NasdaqGS:GILT) just reported a new order of more than US$7 million for its Wavestream EnduroStream solid-state power amplifier solution, supporting the U.S. Department of War through a prime contractor. The contract, scheduled for delivery over the next 24 months, marks an entry into a new defense market category for EnduroStream. The solution is designed to replace traditional...

Event context and recent price move DXP Enterprises (DXPE) has attracted attention after a recent share price move, with the stock closing at US$168.90 and delivering strong returns over the past month and past 3 months. See our latest analysis for DXP Enterprises. While the latest 1-day share price return of 1.08% and 7-day share price return of 0.36% have been modest, the 30-day share price return of 18.18% and year-to-date share price return of 56.80% alongside a very large 3-year total...

Why Digital Realty Trust is on investors’ radar today Digital Realty Trust (DLR) is back in focus for income and infrastructure focused investors, with recent share price returns, fresh financial figures and valuation metrics prompting another look at this data center real estate investment trust. See our latest analysis for Digital Realty Trust. Recent trading has been supportive for sentiment, with a 30 day share price return of 11.22% and a 90 day share price return of 20.94%. The 1 year...

Upbound Group (UPBD) has opened 2026 with Q1 results that put the core earnings picture front and center, reporting revenue of US$1.2b and basic EPS of US$0.62, with trailing twelve month EPS at US$1.48. The company has seen revenue move from US$1.18b in Q1 2025 to US$1.2b in Q1 2026, while quarterly basic EPS shifted from US$0.44 to US$0.62 and trailing twelve month net income on this basis currently sits at US$84.2m. This sets up a story in which reported profit margins and a recent one off...

In early 2026, investors who had previously been enthusiastic about quantum computing start-ups such as Rigetti Computing and Quantum Computing saw sentiment cool, even as Rigetti was highlighted for offering a more comprehensive quantum product suite and stronger revenue traction than its peer. The commentary suggested that, among speculative quantum names, Rigetti appears better positioned due to its broader platform and comparatively stronger commercial progress, setting it apart within a...

Aon (AON) opened 2026 with Q1 results that sit against a trailing 12 month backdrop of US$17.2b in revenue and basic EPS of US$17.11, underpinned by net income of US$3.7b over that period. Over the last reported quarters, revenue has ranged from US$3.7b in Q3 2024 to US$4.7b in Q1 2025, while basic EPS moved between US$1.58 and US$7.87 as quarterly profitability shifted with the business mix. For investors, the focus now turns to how these earnings translate into margins and whether the...

Cullen/Frost Bankers (CFR) has opened 2026 with Q1 total revenue of US$568.1 million and basic EPS of US$2.68, supported by trailing twelve month net income of US$655.5 million and EPS of US$10.28 that reflect 12% earnings growth over the past year. Over recent quarters, total revenue has moved from US$520.2 million in Q4 2024 to US$527.2 million in Q1 2025 and US$568.1 million in Q1 2026, while quarterly basic EPS has shifted from US$2.37 to US$2.30 and then to US$2.68. This sets up a...

Vertiv Holdings Co (VRT) caught investor attention after releasing first quarter 2026 results along with higher full year guidance, closely tied to demand for its data center infrastructure supporting artificial intelligence workloads. See our latest analysis for Vertiv Holdings Co. Vertiv’s 1-month share price return of 26.58% and 90-day share price return of 76.34% suggest strong momentum following the upgraded 2026 guidance and recent moves in liquid cooling and AI data center...

If you are wondering whether PNC Financial Services Group is still fairly priced after a strong run, or if the current share price offers you value, this breakdown is designed to help you frame that question clearly. The stock last closed at US$220.71, with returns of 0.4% over 7 days, 5.5% over 30 days, 4.4% year to date, 37.8% over 1 year, 113.1% over 3 years and 33.1% over 5 years. These figures raise natural questions about how much of the story is now reflected in the price. Recent...

Affiliated Managers Group (AMG) opened 2026 with Q1 results that cap a strong recent run in the numbers, with Q4 2025 revenue at US$556.6 million, basic EPS of US$12.55 and trailing twelve month EPS of US$25.14 on net income of US$716.6 million. Over the past six quarters, revenue has moved from US$516.4 million in Q3 2024 to US$556.6 million in Q4 2025, while quarterly EPS has ranged from US$4.11 in Q3 2024 to US$12.55 in Q4 2025. This sets up a picture of margins that look solid but are...

Sirius XM Holdings (SIRI) opened 2026 with Q1 revenue of US$2.1 billion and basic EPS of US$0.73, putting fresh numbers behind a share price of US$27.22 and a business that has recently moved back to consistent profitability. The company has seen quarterly revenue move from US$2.07 billion in Q1 2025 to US$2.09 billion in Q1 2026, while basic EPS over that same period shifted from US$0.60 to US$0.73, setting up a story where investors are likely to focus less on top line changes and more on...

Exponent (EXPO) is back in focus after reporting first quarter 2026 results, with double digit growth in revenue and earnings, updated leadership roles, and fresh capital return moves through dividends and buybacks. See our latest analysis for Exponent. Despite the upbeat first quarter story around AI related consulting work, utilities risk management, dividends, and buybacks, Exponent’s recent share price performance has been subdued, with a 90 day share price return of 9.17% and a 1 year...

In late April 2026, Avis Budget Group reported first-quarter revenue of US$2,530 million, up from US$2,430 million a year earlier, while reducing its net loss to US$283 million and basic loss per share to US$8.01 from US$14.35. Management highlighted record 70% vehicle utilization, stronger pricing in the Americas, and over US$570 million of adjusted free cash flow improvement, even as the company faced scrutiny over unusual trading activity, a short squeeze, and large shareholder sales...

iRhythm Holdings (IRTC) opened 2026 with Q1 revenue of US$199.4 million and a basic EPS loss of US$0.43, alongside trailing 12 month revenue of US$787.9 million and a basic EPS loss of US$0.86 that keep profitability in focus for investors. Over the past year, the company has seen quarterly revenue move from US$158.7 million in Q1 2025 to US$199.4 million in Q1 2026. Over the same period, basic EPS shifted from a loss of US$0.97 to a loss of US$0.43, setting up a results season where margin...

Genie Energy (GNE) has put fresh numbers on the table, with Q3 FY 2025 revenue at US$138.3 million and basic EPS of US$0.26, while trailing 12 month EPS stands at US$0.28 on revenue of US$483.3 million and net income of US$7.4 million. Over recent quarters the company has seen revenue move from US$102.9 million in Q4 FY 2024 to US$105.3 million in Q2 FY 2025 and US$138.3 million in Q3 FY 2025, alongside quarterly EPS that ranged from a loss of US$0.48 in Q4 FY 2024 to US$0.41 in Q1 FY 2025...

Chevron (CVX) opened the 2026 earnings season with Q1 results framed against a year where trailing twelve month revenue sat at about US$184.7b and Basic EPS was US$6.65. The latest quarter of available detail, Q4 2025, showed revenue of US$45.1b and Basic EPS of US$1.39. Over recent quarters, revenue has moved from US$49.2b in Q4 2024 to US$45.1b in Q4 2025, with Basic EPS shifting from US$1.83 to US$1.39, giving investors a view of pressure on earnings power and margins that may influence...

Xenia Hotels & Resorts (XHR) has just posted its Q1 2026 scorecard, with trailing 12 month revenue of US$1.1b, basic EPS of US$0.65 and a net profit margin of 5.8% that sits against reported earnings growth of 297.1% over the past year and 69.2% per year over five years. Over recent periods the company has seen revenue move from US$1.0b to US$1.1b while EPS shifted from US$0.15 to US$0.65. This sets the stage for investors to weigh that earnings acceleration against the quality and...

Arm’s AI chip move and upcoming earnings put business model in focus Arm Holdings (NasdaqGS:ARM) is drawing fresh attention after confirming plans to design proprietary AI chips alongside its licensing model, as investors also look ahead to the May 6 earnings report and recent royalty driven momentum. See our latest analysis for Arm Holdings. Arm’s recent AI chip announcement and the upcoming May 6 earnings call come after a sharp run, with a 30 day share price return of 36.11% and a 1 year...

Recent performance snapshot BioMarin Pharmaceutical (BMRN) has drawn fresh attention after recent trading, with the share price at US$54.06 and returns showing a 0.3% move over the past day and 1.7% over the past week. Over the past month, the stock shows a 5.6% decline and about a 4.4% decline over the past 3 months. This has prompted some investors to reassess the company’s current valuation against its fundamentals. See our latest analysis for BioMarin Pharmaceutical. Set against a weaker...