U.S. Media Stock News

NYSE:INSP
NYSE:INSPMedical Equipment

A Look At Inspire Medical Systems (INSP) Valuation After Guidance Cut And Reimbursement Uncertainty

Inspire Medical Systems (INSP) has drawn fresh attention after cutting its 2026 outlook and highlighting reimbursement uncertainty tied to a new CPT code, alongside analyst rating changes and emerging legal scrutiny around prior disclosures. See our latest analysis for Inspire Medical Systems. The recent cut to 2026 guidance and reimbursement uncertainty has coincided with a sharp pullback, with a 30 day share price return of a 34.52% decline and a 1 year total shareholder return of a 66.46%...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

CRISPR Therapeutics Weighs Casgevy Expansion Against Losses And Pipeline Progress

CRISPR Therapeutics reported rapid commercial expansion of Casgevy, its FDA approved gene editing treatment for sickle cell disease, with patient initiations nearly tripling year over year. Coverage and reimbursement for Casgevy now extend across much of the US, Europe, and the Middle East, reaching a majority of eligible patients. The company is progressing in vivo gene editing programs targeting cardiovascular and autoimmune diseases, as well as oncology, adding momentum beyond recent...
NYSE:HCC
NYSE:HCCMetals and Mining

Assessing Warrior Met Coal (HCC) Valuation After Record 2025 Output And Early Blue Creek Ramp-Up

Warrior Met Coal (HCC) is back in the spotlight after reporting Q4 2025 results that combined record steelmaking coal production, the early ramp of its Blue Creek mine, and higher 2026 volume guidance. See our latest analysis for Warrior Met Coal. The recent Q4 2025 production records, early Blue Creek ramp up and updated 2026 guidance have arrived after a 90 day share price return of 12.11%, while the 1 year total shareholder return of 69.46% and 5 year total shareholder return of 272.55%...
NasdaqGS:CRNT
NasdaqGS:CRNTCommunications

Ceragon Networks (CRNT) Ends FY 2025 With Thin Profit Challenging Bullish Margin Narratives

Ceragon Networks (NasdaqGS:CRNT) has wrapped up FY 2025 with fourth quarter revenue of US$82.3 million and basic EPS of about US$0.001, alongside net income of roughly US$0.1 million. This keeps the full year on a trailing 12 month loss of US$2.1 million, or EPS of about US$0.02. The company has seen quarterly revenue range from US$88.7 million in Q1 2025 to US$82.3 million in Q4 2025, while basic EPS moved from a loss of about US$0.01 in the first half to small positive readings of roughly...
NYSE:NYT
NYSE:NYTMedia

New York Times Taps Magnite DV Plus For Mobile Ad Revenue Potential

New York Times Advertising and Magnite announced an expanded partnership to make Magnite DV+ the preferred platform for private marketplace deals. The agreement focuses on New York Times mobile in app ad supply, connecting advertisers with the publisher's mobile audience. The news relates to The New York Times Company (NYSE:NYT) and Magnite's role as an advertising technology partner. For you as an investor looking at NYSE:NYT, this move sits at the intersection of digital media and ad...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS) Net Margin Expansion Tests Bullish Long Term Profitability Narratives

Krystal Biotech (KRYS) closed FY 2025 with Q4 revenue of US$107.1 million and basic EPS of US$1.77, rounding out a year where trailing twelve month revenue reached US$389.1 million and EPS came in at US$7.08, alongside reported earnings growth of 129.7% year over year. Over the past six quarters in the dataset, revenue has moved from US$83.8 million in Q3 2024 to US$107.1 million in Q4 2025. Quarterly basic EPS tracked from US$0.95 to US$2.74 and then US$1.77, setting the backdrop for a...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Zoetis (ZTS) Valuation Check After Earnings Beat Guidance Upgrade And Fresh Institutional Buying

Zoetis (ZTS) is back in focus after reporting quarterly and full year 2025 results that came in ahead of analyst expectations, along with 2026 guidance and fresh institutional buying interest. See our latest analysis for Zoetis. Despite the strong 2025 earnings update, recent trading has been subdued. A 7.24% 90 day share price return contrasts with a 1 year total shareholder return decline of 18.59%, suggesting longer term sentiment has been weaker even as shorter term momentum has picked...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Dollar Tree’s Higher Price Push Tests Brand Loyalty And Valuation

Dollar Tree (NasdaqGS:DLTR) is expanding its price range up to $10, moving away from its traditional single price model. The company is placing more emphasis on attracting wealthier shoppers, alongside its existing budget focused customer base. This shift has led to visible customer backlash and questions about how the brand will serve lower income consumers. For you as an investor, this is a meaningful change in how Dollar Tree, long known for a simple fixed price format, presents itself...
NasdaqGS:FELE
NasdaqGS:FELEMachinery

Franklin Electric (FELE) Margin Compression To 6.9% Tests Bullish Profitability Narratives

Franklin Electric (FELE) just closed out FY 2025 with Q4 revenue of US$506.9 million and basic EPS of US$0.87, alongside trailing twelve month revenue of about US$2.1 billion and EPS of US$3.25. Over the past few quarters, the company has seen revenue range from US$455.2 million to US$587.4 million and quarterly EPS move between US$0.37 and US$1.32. This gives investors a clear look at how the top line and EPS have tracked into the latest print. At the same time, a softer net margin backdrop...
NYSE:COUR
NYSE:COURConsumer Services

Coursera (COUR) Valuation In Focus After Revenue Growth, Narrower Loss And New 2026 Guidance

Coursera (COUR) shares are in focus after the company released fourth quarter and full year 2025 results, reporting year-over-year revenue growth and a smaller full year net loss, along with new revenue guidance for 2026. See our latest analysis for Coursera. The latest earnings update and 2026 revenue guidance come after a mixed share price run. The 1 day share price return was 3.6%, while the 90 day share price return showed a 24.3% decline. The 1 year total shareholder return showed a...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Is Ally Financial (ALLY) Pricing Reflect Its Digital Banking And Auto Lending Prospects

If you are wondering whether Ally Financial's current share price lines up with its underlying value, this article walks through what the numbers are actually saying about the stock. The shares last closed at US$41.29, with returns of 8.7% over 1 year and 53.9% over 3 years. This is even though the stock has seen a 2.6% decline over 7 days, 5.3% over 30 days and 9.8% year to date. Recent attention on Ally Financial has focused on its role as a digital focused bank and auto lender, as...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco Expands AI Networking And Security While Managing Supply Chain Strains

Cisco Systems (NasdaqGS:CSCO) has rolled out new AI-driven networking, security, and IT operations products, including agentic AI defenses and updates to its Silicon One portfolio. The company is expanding its AI reach through recent acquisitions and a new partnership with HCLTech to build next-generation customer engagement platforms. These launches come as the broader tech sector faces component supply challenges, including a DRAM shortage that is influencing Cisco's planning and...
NYSE:SUN
NYSE:SUNOil and Gas

Sunoco (SUN) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Earnings

Sunoco (SUN) has wrapped up FY 2025 with fourth quarter revenue of US$8.6b and basic EPS of US$1.35, alongside net income excluding extra items of US$185m. This puts a clear spotlight on how efficiently those sales are turning into profit. The company has seen quarterly revenue move from US$5.3b and EPS of US$0.76 in Q4 2024 to US$8.6b and EPS of US$1.35 in Q4 2025. Trailing 12 month revenue stands at US$25.2b with EPS of US$3.55, setting the stage for investors to focus closely on how a 1.9%...
NYSE:AXP
NYSE:AXPConsumer Finance

Can American Express (AXP) Use Its Expanded NBA Deal To Deepen Its Premium Moat?

In February 2026, American Express and the NBA announced a multiyear renewal of their partnership across the NBA, WNBA, G League, USA Basketball and NBA Take-Two Media, expanding AmEx’s role into entitlement sponsorships, content, and a new connected benefits program with NBA ID. The broadened basketball partnership deepens American Express’s access to engaged sports fans while layering in exclusive cardmember perks that could reinforce its premium brand positioning and customer...
NYSE:PRI
NYSE:PRIInsurance

A Look At Primerica (PRI) Valuation As Record Earnings Meet Slower Core Insurance Growth

Primerica (PRI) is back in focus after its latest quarterly report paired record 2025 earnings with softer core insurance trends, prompting investors to look past headline numbers and scrutinize the company’s underlying growth drivers. See our latest analysis for Primerica. The mixed reaction to Primerica’s record 2025 results has shown up in the share price, with a recent 1-day share price return of 3.32% partially offsetting weaker 7-day and 30-day share price returns. The 5-year total...
NYSE:DOCN
NYSE:DOCNIT

Why DigitalOcean Holdings (DOCN) Is Up 5.6% After Major AI-Focused Analyst Upgrades And What's Next

Earlier in February 2026, analysts at Cantor Fitzgerald and Bank of America upgraded their views on DigitalOcean Holdings, emphasizing its developer-focused cloud platform and strengthening position in AI infrastructure and services. These research calls highlighted DigitalOcean’s success in attracting AI-native customers like Character.ai and growing usage of its GPU-led platform-as-a-service and agentic AI tools within developer communities. We’ll now examine how this increased confidence...
NYSE:VAC
NYSE:VACHospitality

Is It Time To Reassess Marriott Vacations Worldwide (VAC) After Prolonged Share Price Weakness

If you are wondering whether Marriott Vacations Worldwide is starting to look like value after a weak share price, this article will walk through what the numbers are really saying about the stock. The shares last closed at US$57.59, with a 3.0% gain over the past 7 days but declines of 3.8% over 30 days, 2.1% year to date and 31.9% over 1 year, and 58.5% and 60.0% across the 3 and 5 year periods. Recent coverage has focused on how timeshare and vacation ownership companies like Marriott...
NYSE:WD
NYSE:WDDiversified Financial

Walker And Dunlop Expands European Role With ESG Zuiderpoort Refinancing

Walker & Dunlop (NYSE:WD) arranged a major ESG-focused refinancing for the Zuiderpoort office complex in Ghent, Belgium. The financing supports plans to upgrade the property, including a fossil fuel free HVAC system and other sustainability measures. The deal highlights the company’s role in cross border real estate financing and activity in Europe’s green property market. For you as an investor following Walker & Dunlop, this deal sits within the company’s core business of real estate...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

A Look At Frontier Group Holdings (ULCC) Valuation After Full Year Loss And Softer Revenue Results

Why Frontier Group Holdings is back on investors’ radar Frontier Group Holdings (ULCC) has drawn fresh attention after reporting fourth quarter and full year 2025 results that paired softer revenue with a full year net loss and modest shifts in passenger metrics. The airline posted quarterly revenue of US$997 million versus US$1,002 million a year earlier, with net income of US$53 million compared with US$54 million. For 2025 as a whole, revenue was US$3.724b, while the company moved from net...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Is Slower SaaS ARR Growth and New Legal Scrutiny Altering The Investment Case For Commvault Systems (CVLT)?

In late January 2026, Commvault Systems reported that its SaaS annual recurring revenue growth had slowed to 40%, prompting multiple law firms, including Kessler Topaz Meltzer & Check and The Schall Law Firm, to open investigations into potential securities law violations. The combination of moderating SaaS momentum and legal scrutiny raises fresh questions about Commvault’s prior growth messaging and the resilience of its subscription transition. We’ll now examine how the SaaS growth...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

EToro Group (ETOR) Margin Stability With 1.6% Net Margin Tests Bullish Earnings Narratives

Latest FY 2025 Results Set the Stage for eToro Group (ETOR) eToro Group (ETOR) has put fresh numbers on the board for FY 2025, with fourth quarter revenue of about US$3.9b and basic EPS of US$0.79, alongside full year trailing twelve month EPS of US$2.58 on revenue of roughly US$13.8b. The company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$3.9b in Q4 2025, while basic EPS shifted from US$0.78 to US$0.79 over the same period. Trailing twelve month revenue has ranged between...
NYSE:KFY
NYSE:KFYProfessional Services

Can Korn Ferry’s (KFY) Capital Efficiency Offset Flat Sales and Rising Costs?

In recent days, Korn Ferry has drawn fresh attention as analysts highlighted its high return on invested capital, solid balance sheet, and strong profit quality, even as it continues to contend with flat sales and higher expenses as a share of revenue. This contrast between financial strength and end-market challenges suggests investors are reconsidering how much Korn Ferry’s capital efficiency and flexibility can offset slower top-line momentum. We’ll now examine how this renewed focus on...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

A Look At Cintas (CTAS) Valuation After Fresh Analyst Coverage And Confidence In Its Quality Profile

Why fresh analyst coverage has put Cintas (CTAS) back on investors’ radar A recent coverage reinstatement by a major bank, coupled with public commentary on Cintas’s financial health, margins, and operations, has refocused attention on the stock as a quality candidate. See our latest analysis for Cintas. Recent interest from institutional investors and fresh analyst commentary have come against a backdrop where the latest 90 day share price return of 6.21% and 3 year total shareholder return...
NYSE:SXC
NYSE:SXCMetals and Mining

SunCoke Energy (SXC) Swings To Q4 EPS Loss And Tests Long Term Bullish Narratives

SunCoke Energy (SXC) closed FY 2025 with Q4 revenue of US$480.2 million and a basic EPS loss of US$1, while trailing twelve month figures show revenue of about US$1.8 billion and a basic EPS loss of roughly US$0.52. Over the past few quarters, revenue has moved between US$434.1 million and US$490.1 million, with quarterly basic EPS ranging from a small profit of roughly US$0.02 to US$0.36 before flipping to losses in the latest period. This pattern puts the focus squarely on how efficiently...