U.S. Media Stock News

NYSE:HLF
NYSE:HLFPersonal Products

Herbalife Debt Refinance Puts Financial Flexibility And Growth Narrative In Focus

Herbalife (NYSE:HLF) has launched a major refinancing of its senior secured debt, targeting a large portion of its existing obligations. The company is pairing this move with an update on product driven performance, highlighting strong momentum in markets such as India. Management is also emphasizing continued investment in its distributor network alongside ongoing product development. Herbalife comes into this refinancing with its shares at $19.28 and a mixed return profile. The stock is...
NYSE:DX
NYSE:DXMortgage REITs

A Look At Dynex Capital’s (DX) Valuation Following The Recent CFO Transition

Dynex Capital (DX) is back in focus after the company named Michael Sartori as its new Chief Financial Officer, replacing Robert Colligan, with management stressing the handover is orderly and unrelated to financial reporting or controls. See our latest analysis for Dynex Capital. Against this CFO transition, Dynex Capital’s recent 1 year total shareholder return of 17.77% contrasts with a softer 30 day share price return of a 4.82% decline, hinting that momentum has cooled after stronger...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Global PAYO Margin Drop To 7% Tests Bullish Earnings Growth Narrative

Payoneer Global FY 2025 Earnings Snapshot Payoneer Global (PAYO) has capped FY 2025 with fourth quarter total revenue of US$274.7 million and basic EPS of US$0.05, while trailing twelve month revenue sits at about US$1.1 billion alongside basic EPS of roughly US$0.20. Over recent periods, the company has seen quarterly revenue move from US$261.7 million in Q4 2024 to US$274.7 million in Q4 2025, with basic EPS shifting between US$0.05 and US$0.06 over the FY 2025 quarters. With trailing net...
NYSE:HESM
NYSE:HESMOil and Gas

Assessing Hess Midstream (HESM) Valuation After New Shelf Registration And Recent Share Price Momentum

Hess Midstream (HESM) has filed an omnibus shelf registration for Class A common shares and preferred stock, a material step that gives the partnership flexibility to raise capital and could influence investor views on dilution. See our latest analysis for Hess Midstream. At a share price of US$38.61, Hess Midstream’s recent 1-month share price return of about 8% and 90-day share price return of roughly 15% suggest momentum has been building. The 5-year total shareholder return of around 150%...
NYSE:ANET
NYSE:ANETCommunications

Reassessing Arista Networks (ANET) After Strong Multi Year Gains And Recent Pullback

If you are wondering whether Arista Networks' current share price gives you good value or not, it helps to separate the story from the numbers and look at what the market is actually pricing in. The stock recently closed at US$130.25, with returns of 42.2% over 1 year, a very large gain over 5 years, and more recent pullbacks of 5.1% over 7 days, 11.2% over 30 days, and 2.5% year to date that may be shifting how investors think about risk and reward. Recent coverage has continued to...
NYSE:KBH
NYSE:KBHConsumer Durables

KB Home Community Openings Test Growth Story And Valuation Case

KB Home (NYSE:KBH) recently opened multiple new residential communities across the U.S. New launches include the Equinox community in Ontario, California, and the Ventana gated townhome community in Pico Rivera, California. The company also opened the Park Forest neighborhood in Marysville, Washington, and Sweetgrass Village in Crosby, Texas. KB Home, a major U.S. homebuilder, focuses on building new residential communities for a range of buyers. These latest openings span Southern...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Posts US$61.9 Million Q4 Revenue Challenging Profitability Skepticism

IonQ (IONQ) has just wrapped up FY 2025 with fourth quarter revenue of about US$61.9 million and basic EPS of US$2.18, alongside trailing 12 month revenue of roughly US$130.0 million and basic EPS of US$1.82. Over the past six reported quarters, the company has seen quarterly revenue range from US$7.6 million in early 2025 to US$39.9 million in the third quarter and then to US$61.9 million in the fourth quarter, while basic EPS has moved from a loss of US$0.93 in late 2024 to a loss of...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Lantheus Holdings (LNTH) Net Margin Decline Tests Bullish Earnings Growth Narrative

Lantheus Holdings (LNTH) has just closed out FY 2025 with Q4 revenue of US$406.8 million and basic EPS of US$0.82, alongside trailing twelve month revenue of about US$1.5 billion and basic EPS of US$3.46 that frame the latest quarter in a broader earnings context. Over the past few quarters, the company has seen revenue move from US$372.8 million in Q1 2025 to US$406.8 million in Q4 2025, while quarterly basic EPS shifted from US$1.06 to US$0.82 and trailing net profit margin sits at 15.2%...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron’s Iraq And Venezuela Push Reshapes Production Risk And Reward Profile

Chevron is in exclusive talks to acquire significant interests in Iraq's West Qurna 2 oilfield, one of the world's largest, according to recent company activity. The company has also renewed operations in Venezuela, including increased crude exports and fresh engagement with state oil company PDVSA. Chevron recently completed its first sale of Venezuelan crude to India in six years, extending its global supply reach. For investors watching NYSE:CVX, these moves come with the stock trading...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics (PTGX) Quarterly Loss Deepens To US$44.4m And Tests Bullish Profitability Narrative

Protagonist Therapeutics (PTGX) closed FY 2025 with Q4 revenue of US$7.4 million and a basic EPS loss of US$0.69, alongside a Q4 net loss of US$44.4 million. On a trailing twelve month basis, revenue was US$46.0 million with a basic EPS loss of US$2.05 and a net loss of US$130.1 million. The company has reported quarterly revenue ranging from US$28.3 million in Q1 2025 down to US$4.7 million in Q3 2025. Basic EPS moved from a loss of US$0.19 in Q1 to a loss of US$0.62 in Q3 before reaching a...
NYSE:CARR
NYSE:CARRBuilding

Assessing Carrier Global (CARR) Valuation After AquaEdge 30CF Data Center Cooling Launch

Carrier Global (CARR) just launched its AquaEdge 30CF air cooled centrifugal chiller, targeting data centers that need steady cooling, quick power interruption recovery, and performance across a wide range of real world conditions. See our latest analysis for Carrier Global. Carrier Global’s recent AquaEdge 30CF launch comes as the shares trade at $62.76, with short term share price momentum reflected in a 1 month share price return of 9.97% and longer term performance captured by a 5 year...
NYSE:RHI
NYSE:RHIProfessional Services

Can Robert Half’s (RHI) New Marketing Chief Reframe Its Brand Edge In Global Staffing?

On February 17, 2026, Robert Half promoted long-time marketing leader Linda Christensen to senior vice president of global marketing, giving her responsibility for global brand positioning, digital modernization and data-driven marketing capabilities. The appointment signals a push to more tightly align Robert Half's marketing engine with its operating model and long-term growth plans amid a competitive global staffing landscape. We’ll examine how Christensen’s expanded remit over digital...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple’s Houston Expansion Puts U.S. Manufacturing And AI At Center Stage

Apple announced plans to expand its U.S. manufacturing footprint with a new campus in Houston focused on Mac mini production and AI server hardware, targeting a start date later in 2026. The company outlined large investments in American manufacturing facilities, workforce training, and domestic sourcing of chips and components. These moves are aimed at diversifying Apple’s supply chain in response to global geopolitical risks and concentrating more high value hardware production in the...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

A Look At BrightSpring Health Services (BTSG) Valuation After Strong 2025 Results And 2026 Revenue Guidance

BrightSpring Health Services (BTSG) is back in focus after reporting fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors new data on profitability, growth, and near term expectations. See our latest analysis for BrightSpring Health Services. The earnings beat and new 2026 revenue guidance come after a 90 day share price return of 10.98% and a 1 year total shareholder return of 108.68%. Recent short term softness therefore contrasts with strong...
NasdaqGS:OPRA
NasdaqGS:OPRASoftware

Opera Links US$300m Buyback To AI Browser Growth Story

Opera Limited (NasdaqGS:OPRA) announced a share repurchase program of up to US$300 million, funded from operational cash flow and its balance sheet. The buyback comes alongside new AI integrated browser features that aim to deepen the role of AI in Opera's core products. The company highlighted that this capital return plan and product rollout are taking place while it manages ongoing geopolitical and market related risks. Opera operates a web browser and related internet services business,...
NYSE:STNG
NYSE:STNGOil and Gas

Is Scorpio Tankers (STNG) Still Attractively Priced After Doubling Over The Past Year

If you are wondering whether Scorpio Tankers is still offering value after its recent run, this article will walk through what the current price may be implying about the business. The stock last closed at US$77.01, with returns of 6.3% over 7 days, 28.3% over 30 days, 55.0% year to date and 102.4% over 1 year. This performance has grabbed the attention of investors who are reassessing both potential and risk. These moves sit against a backdrop of ongoing interest in the tanker space, where...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

Sierra SoC’s Embedded PIM Cancellation Could Be A Game Changer For MaxLinear (MXL)

MaxLinear recently announced it will showcase its Sierra single-chip radio SoC at MWC Barcelona 2026, highlighting advances in Open RAN radio units and embedded Passive Intermodulation cancellation that enable smaller, lighter, and more cost-efficient FDD Massive MIMO deployments. The key insight is that Sierra’s on-chip PIM cancellation could reduce reliance on bulky, expensive cavity filters, potentially lowering barriers for mobile operators to upgrade uplink-constrained networks with...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World Holdings (CWH) Is Down 28.2% After Halting Dividend To Focus On Debt Reduction

In February 2026, Camping World Holdings reported fourth-quarter and full-year 2025 results showing quarterly revenue of US$1,173.56 million and a widening net loss of US$67.3 million, alongside a full-year net loss of US$89.8 million despite higher annual revenue of US$6,369.15 million. At the same time, the board paused Camping World’s regular quarterly cash dividend to prioritize reducing net debt leverage amid tax law changes and weaker profitability, marking a significant shift in how...
NYSE:FICO
NYSE:FICOSoftware

A Look At Fair Isaac (FICO) Valuation As New Mortgage Score Simulator Draws Attention

Fair Isaac (FICO) is back in focus after myFICO launched its Mortgage Score Simulator, a tool that lets subscribers test how common credit moves might influence FICO Scores used in U.S. mortgage lending. See our latest analysis for Fair Isaac. The new Mortgage Score Simulator rolls out as Fair Isaac’s share price has been volatile, with a 6.73% 1 day share price return and a 23.11% 90 day share price decline. At the same time, the 3 year total shareholder return of 101.95% and 5 year total...
NYSE:QTWO
NYSE:QTWOSoftware

A Look At Q2 Holdings (QTWO) Valuation After Recent Share Price Pullback

Why Q2 Holdings (QTWO) is on investors’ radar Q2 Holdings (QTWO) has drawn fresh attention after a period where the share price shows mixed returns, including a past 3 months decline and a longer term 3 year total return that remains positive. See our latest analysis for Q2 Holdings. At the latest share price of $48.40, Q2 Holdings has a 30 day share price return of 25.7% decline and a year to date share price return of 30.29% decline, while the 3 year total shareholder return of 50.17%...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Cramer Spotlight and Gold Activity Might Change The Case For Investing In EZCORP (EZPW)

Recently, Jim Cramer praised EZCORP, Inc. (NASDAQ: EZPW) on his show as a well-run pawn and credit business, while EZCORP’s chief revenue officer highlighted strong customer interest in selling gold amid near-record prices. Taken together, this favorable media attention and management commentary on gold-driven activity underscore how closely EZCORP’s pawn operations are linked to movements in precious metals markets. We’ll now explore how upbeat commentary on EZCORP’s operations and...
NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation (JOBY) Quarterly Loss Narrows To US$121.5 Million Challenging Bearish Narratives

Joby Aviation (JOBY) has just wrapped up FY 2025 with Q4 revenue of US$30.8 million and a basic EPS loss of US$0.14, alongside trailing twelve month revenue of US$53.4 million and a TTM basic EPS loss of US$1.13. Over recent quarters, the company has moved from effectively zero revenue in early 2025 to US$22.6 million in Q3 and US$30.8 million in Q4. Quarterly basic EPS losses ranged between US$0.11 and US$0.48. This sets up a story where top line traction is building against a backdrop of...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Valuation Check After Strong Recent Share Price And Long Term Returns

PBF Energy (PBF) has drawn investor attention recently as its shares moved over the past month and past 3 months, prompting a closer look at how its refining focused business and fundamentals line up today. See our latest analysis for PBF Energy. The recent 1 month share price return of 9.14% and year to date share price return of 26.39% sit alongside a 1 year total shareholder return of 74.94% and a 5 year total shareholder return of 145.02%. Together, these figures point to momentum that...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Equity Raise And AFCGI Milestone Reshape Space Defense Outlook

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has completed a $1.2b follow on equity offering. The company has also completed the Critical Design Review for the Space Development Agency’s Advanced Fire Control Ground Infrastructure system. The AFCGI program is now cleared to move ahead on an accelerated schedule. Kratos focuses on defense and security technologies, including systems that support US national security programs. With fresh equity capital in hand and progress on the AFCGI...