U.S. Media Stock News

In recent weeks, multiple Wall Street firms have reiterated positive views on HubSpot, highlighting a solid 2026 deal pipeline and a supportive backdrop for software companies. Options activity shows large investors taking both bullish and bearish positions around a wide range of potential outcomes, underscoring how divisive expectations for HubSpot’s longer-term trajectory have become. Next, we’ll examine how this analyst optimism around HubSpot’s 2026 deal pipeline shapes the company’s...

Recent commentary on Robert Half Inc highlights its long-running, steadily rising dividend and a debt-free balance sheet that underpins those shareholder payouts, even as sales and earnings have softened in the current economic backdrop. An interesting angle for investors is the combination of this dividend history with strong financial soundness scores, which points to considerable balance-sheet flexibility despite recent operational pressures. Next, we will explore how this focus on...

Glendale and Long Beach win adds to Verra Mobility’s California footprint Verra Mobility (VRRM) has been tapped by Glendale and Long Beach to deliver, operate, and maintain speed safety programs under California’s Assembly Bill 645 pilot. This extends its role in automated traffic enforcement across the state. See our latest analysis for Verra Mobility. Despite winning new California contracts, Verra Mobility’s recent share price momentum has been soft, with a 90 day share price return of...

In January 2026, ADMA Biologics raised its preliminary unaudited revenue guidance for 2025 to about US$510 million–US$511 million and lifted its 2026 outlook to roughly US$635 million, while also issuing new longer-term targets. The company now projects revenue of about US$775 million for 2027 and more than US$1.10 billion for 2029, giving investors an extended view of its growth ambitions. Next, we’ll explore how this expanded multi-year revenue guidance shapes ADMA Biologics’ investment...

In recent days, Henry Schein, Inc. announced the upcoming appointment of Thermo Fisher veteran Frederick M. Lowery as CEO in March 2026 and secured exclusive U.S. distribution rights for CytoChip’s FDA 510(k)-cleared, CLIA-waived CitoCBC system in ambulatory and critical access hospital settings. Together, this leadership change and point-of-care diagnostics agreement highlight Henry Schein’s push to pair experienced operational leadership with differentiated, higher-value medical...

Leadership shift and AI focus at DigitalOcean Holdings (DOCN) DigitalOcean Holdings (DOCN) has appointed Vinay Kumar as Chief Product and Technology Officer, tasking him with steering product strategy, cloud infrastructure, and security as the company scales its AI inference and core cloud offerings. See our latest analysis for DigitalOcean Holdings. The leadership change comes on the heels of product news in AI inference, and the stock’s recent moves reflect that mix of execution and...

Murphy Oil (NYSE:MUR) reported that its Civette-1X exploration well offshore Côte d'Ivoire encountered non-commercial hydrocarbons. The result, in Block CI-502, was announced as an early-stage outcome that will inform the company's international exploration efforts. Murphy Oil plans to focus next on the nearby Caracal and Bubale prospects in the same offshore area. Murphy Oil, an independent exploration and production company, is using this early result from Civette-1X as a data point for...

Trip.com Group recently disclosed that it received a notice of investigation from China’s State Administration for Market Regulation under the Anti-Monopoly Law, prompting multiple U.S. law firms to launch shareholder-focused probes into potential securities law and business practice issues. This convergence of regulatory scrutiny in China and legal investigations in the U.S. raises important questions about Trip.com’s operating model and risk profile. Next, we’ll examine how this...

ServisFirst Bancshares (SFBS) capped FY 2025 with fourth quarter revenue of US$154.3 million and EPS of US$1.58, as trailing twelve month figures reached US$527.1 million in revenue and EPS of US$5.06. Over the past year, revenue has moved from US$458.7 million on a trailing basis to US$527.1 million, while EPS over the same period shifted from US$4.17 to US$5.06, providing additional context for how you might think about the bank’s earnings power. With a trailing net profit margin of 52.5%...

Align Technology (NasdaqGS:ALGN) has launched commercial Invisalign treatment in Thailand, expanding its clear aligner offering into a new Asia Pacific market. The rollout introduces Align’s flagship product to Thai dental professionals and patients, adding another country to the company’s international footprint. Multiple recent analyst rating and target price updates highlight shifting views on Align’s prospects following this product expansion. Align Technology, the company behind...

Charles Schwab FY 2025 Earnings Snapshot Charles Schwab (SCHW) closed FY 2025 with fourth quarter revenue of US$6.3 billion and basic EPS of US$1.34, alongside net income excluding extra items of US$2.4 billion, putting a solid set of headline numbers in front of investors. The company has seen quarterly revenue move from US$5.3 billion and EPS of US$0.94 in Q4 2024 to US$6.3 billion and EPS of US$1.34 in Q4 2025, alongside trailing twelve month EPS of US$4.67 and revenue of US$24.0 billion...

Hycroft Mining Holding (HYMC) has filed a shelf registration of approximately US$163.2 million for 4,719,255 Class A common shares linked to an ESOP-related offering, drawing renewed attention to the stock’s recent move. See our latest analysis for Hycroft Mining Holding. The shelf registration comes after a sharp run in the share price, with a 30-day share price return of 61.38% and a 90-day move that is more than 4x, driven largely by high grade silver discoveries, rising precious metal...

Earlier in January 2026, AtriCure issued 2026 revenue guidance of approximately US$600 million to US$610 million and amended its asset-based revolving credit facility, extending the term, lowering interest rates and maintaining up to US$125 million in borrowing capacity with the option to increase to US$165 million. Together, the higher revenue outlook and more flexible, lower-cost credit line highlight management’s confidence in AtriCure’s growth plans and liquidity position. Next, we’ll...

Leadership transition at the finance helm Wynn Resorts (WYNN) has set a clear timeline for its next financial leadership chapter, with current CFO Julie Cameron-Doe planning to retire in 2026 and Macau finance chief Craig Fullalove stepping into the role. See our latest analysis for Wynn Resorts. The leadership news comes after a mixed period for the stock, with the latest share price at $114.13, a 1-day share price return of 2.56%, but a 30-day share price return showing a 9.41% decline. The...

United Airlines FY 2025 Earnings Snapshot United Airlines Holdings (UAL) has wrapped up FY 2025 with Q4 revenue of US$15.4b and basic EPS of US$3.19, supported by net income of US$1,044m. Over recent quarters, the company has seen revenue move from US$14.7b in Q4 2024 to US$15.2b in Q3 2025 and US$15.4b in Q4 2025. Basic EPS over the same Q4 periods shifted from US$2.94 to US$3.19, setting up a results season where investors can weigh steady top line and earnings against how efficiently those...

Why Day One Biopharmaceuticals is in the spotlight Day One Biopharmaceuticals (DAWN) is back on investors’ radar after releasing preliminary 2025 OJEMDA revenue figures and issuing fresh 2026 guidance that ties directly to prescription and patient demand trends. The company reported unaudited OJEMDA net product revenue of approximately US$52.8 million for the fourth quarter of 2025 and US$155.4 million for the full year, with prescription volumes reaching 1,394 in the quarter. Management also...

FirstCash Holdings recently reported a quarterly update highlighting solid pawn demand, steady merchandise margins, and expanding consumer lending operations across Mexico and broader Latin America. A key insight from the update is management’s continued focus on disciplined growth through new store openings and selective acquisitions in Latin American markets. With this backdrop and growing emphasis on Latin American expansion, we’ll now examine how these developments shape FirstCash...

In the past few days, Corcept Therapeutics disclosed that the FDA issued a complete response letter for its cortisol‑targeting drug relacorilant, requiring more evidence of effectiveness before approval. The setback has also prompted a shareholder rights law firm to investigate whether Corcept adequately represented relacorilant’s efficacy and commercial prospects to investors. Next, we examine how the FDA’s complete response letter and related shareholder investigation reshape Corcept’s...

JPMorgan recently initiated analyst coverage on Helios Technologies with an Overweight rating, citing disciplined capital allocation, robust organic growth, and cultural progress under CEO Sean Bagan, while flagging the company’s March 20, 2026 Investor Day as a key milestone for outlining long-term capital allocation and growth plans. In the same period, Helios Technologies highlighted its evolving leadership bench by appointing Billy Aldridge as President of its Electronics Segment and...

In mid-January 2026, Sensata Technologies announced the launch of its STEV high-voltage contactor series, a scalable, customizable solution designed to improve safety, efficiency and integration across battery electric and plug-in hybrid vehicle platforms from passenger cars to heavy-duty trucks. A distinctive aspect of the STEV lineup is its combination of bidirectional current capability, hermetic ceramic sealing and global in-region manufacturing, positioning Sensata as a key enabler of...

Major brokerages have recently initiated or upgraded coverage on Equinix (NasdaqGS:EQIX), highlighting its role in enterprise colocation. Analysts are pointing to Equinix's exposure to AI related workloads and broader digital infrastructure demand as key themes. This renewed attention focuses on how Equinix's global data center footprint fits into long term technology infrastructure needs. Equinix runs a global platform of data centers where enterprises, cloud providers, and network...

If you are trying to figure out whether Voyager Technologies at US$32.39 is priced attractively or not, you are in the right place. The stock has had a mixed recent run, with a 14.2% gain over the last 30 days but a 5.7% decline over the last week, which can change how investors think about both opportunity and risk. Recent coverage around Voyager Technologies has focused on how the stock fits into the capital goods sector and where it might sit on investors' watchlists. This has given more...

Earlier this month, Rithm Capital Corp. completed a US$250 million fixed-income offering of 10,000,000 shares of 8.750% junior senior cumulative redeemable preferred stock, priced at US$25 per share with a US$0.7875 discount and featuring fixed-rate, callable, cumulative, junior, senior, perpetual terms. A new Buy-rated initiation from UBS, highlighting Rithm’s asset management earnings potential and acquisition of Paramount Group, underscored how the preferred issuance may support its...

EchoStar is working through integration challenges after acquiring DISH Network. Analysts are questioning the company’s ability to deliver a financial turnaround while annual sales continue to decline. Persistent structural headwinds and pressure to improve performance are raising concerns about EchoStar’s post acquisition trajectory. For investors tracking NasdaqGS:SATS, the stock is trading at $122.5, with a 12.5% return over the past 30 days and a 9.2% gain year to date. The 1 year...