U.S. Media Stock News

NYSE:F
NYSE:FAuto

Ford Motor (F) Q4 US$11.1b Loss Tests Profit-Recovery Narratives

Ford Motor (F) just posted a tough finish to FY 2025, with Q4 revenue of US$45.9 billion and a basic EPS loss of US$2.78, while trailing twelve month EPS came in at a loss of US$2.06 on revenue of US$187.3 billion. The company has seen quarterly revenue move from US$48.2 billion and EPS of US$0.46 in Q4 2024 to US$45.9 billion and a loss of US$2.78 per share in Q4 2025. Trailing EPS shifted from US$1.48 a year ago to a loss of US$2.06 most recently, setting up a results season where margins...
NYSE:AR
NYSE:AROil and Gas

Antero Resources NYSE AR Margin Jump To 12% Tests Valuation Narratives

Antero Resources (AR) just wrapped up FY 2025 with Q4 results that included revenue of US$1.5b and basic EPS of US$0.63, while full year trailing figures showed total revenue of US$5.3b and EPS of US$2.05. Over the past year, revenue has moved from US$4.3b and EPS of US$0.18 on a trailing basis to US$5.3b and US$2.05, giving investors a much clearer earnings picture to weigh against the latest quarter’s US$193.7m in net income. With net profit margins reported at 12% over the last year versus...
NasdaqCM:IMNM
NasdaqCM:IMNMBiotechs

H.C. Wainwright Coverage Puts Immunome Oncology Pipeline And Execution In Focus

H.C. Wainwright has initiated analyst coverage on Immunome, focusing on its oncology pipeline and overall positioning. The coverage launch brings additional attention to Immunome’s approach to cancer therapeutics and its progress as a NasdaqCM:IMNM listed company. Immunome, trading on NasdaqCM:IMNM, last closed at $22.425, with a 1 year return of 115.0% and a 3 year return that is roughly 4x. Over the past 30 days, the stock shows an 11.3% return, while the 7 day return reflects a 6.6%...
NYSE:FLO
NYSE:FLOFood

Flowers Foods Resets DSD And Cakes Leadership As Earnings Pressure Mounts

Flowers Foods (NYSE:FLO) has created a new chief DSD operations officer role, appointing veteran executive David Roach. The company has consolidated its cake business into a new division led by Dan Scott. These organizational changes are aimed at sharpening execution and accountability across direct store delivery and cakes. For investors watching NYSE:FLO, these leadership moves come at a time when the stock trades around $11.35 and longer term returns have been mixed. Shares are up 8.5%...
NYSE:NBR
NYSE:NBREnergy Services

Nabors Industries (NBR) One Off US$449 Million Gain Challenges Bullish Profitability Narratives

Nabors Industries (NBR) has just posted a sharp swing in its FY 2025 third quarter results, with revenue at US$818.2 million and Basic EPS of US$18.25, alongside trailing 12 month Basic EPS of US$15.31 supported by a one off gain of US$449.0 million and net income of US$183.2 million. The company has seen quarterly revenue move from US$734.8 million in Q2 2024 to US$832.8 million in Q2 2025, while quarterly Basic EPS ranged from a loss of US$6.86 in Q3 2024 to a profit of US$18.25 in Q3 2025...
NYSE:ARMK
NYSE:ARMKHospitality

Assessing Aramark’s (ARMK) Valuation After Revenue Beat, Record Client Retention And New Healthcare Wins

Aramark (ARMK) is back in focus after reporting better-than-expected quarterly revenue, record client retention and fresh healthcare contract wins, while reaffirming guidance that indicates continued organic growth and operating income expansion. See our latest analysis for Aramark. Despite the latest revenue beat and record retention, Aramark’s 1-day share price return of a 7.18% decline to US$39.16 contrasts with its 7.05% year to date share price gain and solid 5-year total shareholder...
NYSE:PSTG
NYSE:PSTGTech

Pure Storage Highlights Evergreen Model For AI Storage Growth And Valuation Potential

Pure Storage, NYSE:PSTG, is highlighting its Evergreen architecture and subscription-based model as a differentiator in AI-focused storage. The company is positioning its storage platforms for AI workloads as less tied to semiconductor supply swings than traditional flash manufacturers. These developments come as investors pay closer attention to how storage vendors are adapting to growing AI data demands. Pure Storage, trading at $70.81, is drawing attention for how its business model fits...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum’s AI Backlog And Valuation Put Growth Expectations To The Test

Lumentum Holdings (NasdaqGS:LITE) has reported a sizable backlog in optical circuit switches linked to AI data center build outs. The company has secured a multihundred million dollar co-packaged optics order tied to next generation AI infrastructure. Management has flagged AI supply chain ramps that are expected to support demand for its products through at least 2027. Lumentum, trading at $583.46, is increasingly tied to the build out of AI data centers, positioning its optical...
NYSE:LEG
NYSE:LEGConsumer Durables

Leggett & Platt (LEG) Return To Profitability Tests Bearish Earnings Narratives

Leggett & Platt (LEG) closed out FY 2025 with Q4 revenue of US$938.6 million and basic EPS of US$0.18. On a trailing twelve month basis, the company generated US$4.1 billion of revenue and EPS of US$1.70 as it moved back into positive net income of US$235.4 million. Over recent quarters, revenue has ranged from US$1.1 billion in Q2 2025 to US$938.6 million in Q4 2025. Quarterly EPS moved from US$0.10 in Q4 2024 to US$0.92 in Q3 2025 before landing at US$0.18 in the latest quarter, giving...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Does Axcelis (ACLS) New Purion H6 Tool Reshape Its Edge In Ion Implantation?

Earlier this month, Axcelis Technologies introduced the Purion H6™ high current ion implanter, a next-generation tool engineered for advanced logic, memory, image sensor and mature-node applications, emphasizing improved dose control, particle reduction, source life and productivity. This launch expands the established Purion H platform with a single solution aimed at higher yield, lower cost of ownership and greater reliability across a wide range of high current implantation needs. We’ll...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Ascendis Pharma NasdaqGS ASND Revenue Surge Keeps Losses In Focus And Tests Bullish Narratives

Ascendis Pharma (NasdaqGS:ASND) has just posted its FY 2025 third quarter numbers, reporting revenue of €213.6 million and a basic EPS loss of €1.00. Net income excluding extra items came in at a loss of €61.0 million, keeping the focus firmly on how the business is scaling its top line against ongoing losses. Over the past few quarters, the company has reported revenue of €57.8 million in Q3 2024, €100.9 million in Q1 2025, €158.0 million in Q2 2025 and now €213.6 million in Q3 2025. Over...
NYSE:GWW
NYSE:GWWTrade Distributors

A Look At W.W. Grainger (GWW) Valuation After Q4 Beat And 2026 Sales Guidance

Earnings and guidance in focus after mixed 2025 results W.W. Grainger (GWW) is back on investors’ radar after fourth quarter results showed revenue above expectations, paired with 2026 net sales guidance of US$18.7b to US$19.1b that the market took as a constructive signal. See our latest analysis for W.W. Grainger. The earnings release and new 2026 guidance arrived after a sharp pullback in the share price, with a 1 day share price return of a 7.14% decline and a 7 day share price return of...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor (TRIP) Margin Improvement Challenges Bearish Profitability Narratives After Q3 2025 Results

Tripadvisor (TRIP) has just posted its FY 2025 third quarter scorecard, reporting revenue of US$553 million and basic EPS of US$0.46, alongside net income of US$53 million. Trailing twelve month figures show revenue of US$1.9 billion, EPS of US$0.59 and net income of US$79 million, with a profit margin of 4.2% compared with last year’s 2%. The company’s quarterly revenue has moved from US$497 million in Q2 2024 to US$529 million in Q2 2025, and from US$532 million in Q3 2024 to US$553 million...
NasdaqGM:VNDA
NasdaqGM:VNDABiotechs

Vanda Pharmaceuticals (VNDA) Q4 Loss Surge Challenges Bullish Valuation Narratives

Vanda Pharmaceuticals (VNDA) has just posted its FY 2025 results with fourth quarter revenue of US$57.2 million and a quarterly loss per share of US$2.39, while trailing 12 month revenue came in at US$216.1 million alongside a loss per share of US$3.74. Over recent quarters the company has seen revenue move from US$47.7 million in Q3 2024 to US$57.2 million in Q4 2025, as quarterly EPS moved from a loss of US$0.09 to a loss of US$2.39. This has left investors focused squarely on how quickly...
NYSE:RBLX
NYSE:RBLXEntertainment

Is Roblox (RBLX) Pricing Looked At Differently After Recent Share Price Swings?

If you are wondering whether Roblox is still a fair deal at around US$63.15, you are not alone; many investors are asking if the current price really lines up with the underlying business. The stock has seen mixed returns lately, with a 4.3% gain over the last week, a 25.5% decline over the last 30 days, and returns of 22.0% decline year to date and 3.6% decline over the past year, while the 3 year return sits at 44.9%. Recent headlines around Roblox have focused on its role as a gaming and...
NYSE:LH
NYSE:LHHealthcare

A Look At Labcorp Holdings (LH) Valuation After Recent Share Price Pullback

Labcorp Holdings (LH) has drawn investor attention after recent share moves, with the stock showing mixed short term returns but double digit gains over the past year, and a last close of $278.11. See our latest analysis for Labcorp Holdings. The recent pullback, including a 4.06% 1 day share price decline to US$278.11, sits against a stronger backdrop. A 9.50% 30 day share price return and a 14.83% 1 year total shareholder return suggest momentum has been building over the longer term. If...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Earnings Beat Highlights Shifting Mix Beyond Smartphones

Skyworks Solutions (NasdaqGS:SWKS) reported quarterly results that exceeded Wall Street expectations. Performance was supported by edge IoT, automotive, and data center segments, alongside signs of shorter smartphone replacement cycles. Management highlighted design wins in Wi Fi 7 and automotive connectivity as part of evolving demand trends. Skyworks Solutions, best known for its analog and mixed signal chips in mobile devices, is seeing more of its story tied to edge IoT, automotive, and...
NYSE:BBU
NYSE:BBUIndustrials

How Mixed 2025 Results, Buybacks and Dividends At Brookfield Business Partners (BBU) Have Changed Its Investment Story

Brookfield Business Partners L.P. has reported fourth-quarter and full-year 2025 results, showing sales of US$7,094 million for the quarter and US$27,457 million for the year, alongside net losses of US$42 million and US$26 million respectively, while also completing a 2,100,000-share buyback for US$72 million and affirming plans for a US$0.0625 per-share quarterly dividend payable on March 31, 2026. Together, the earnings release, completed buyback amounting to around 1% of shares, and...
NYSE:RYN
NYSE:RYNSpecialized REITs

Rayonier (RYN) Q4 Earnings Volatility Tests Bullish Long Term Land And Carbon Narratives

Rayonier (RYN) closed out FY 2025 with Q4 revenue of US$117.5 million and basic EPS of US$0.17, while trailing twelve month revenue stood at US$484.5 million with EPS of US$0.44. Over the past few quarters, revenue has ranged from US$82.9 million to US$177.5 million, with quarterly EPS moving between a loss of US$0.04 and a high of US$0.28, giving investors a wide set of outcomes to assess. Against that backdrop, the latest print puts the focus squarely on how stable those earnings and...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Nova (NVMI) Revenue Growth And 29% Margins Reinforce Bullish Earnings Narratives

Nova (NVMI) has put up another busy quarter, with Q3 FY 2025 revenue of US$224.6 million and basic EPS of US$2.05, backed by trailing 12 month revenue of US$852.7 million and EPS of US$8.30 that sit on top of solid reported earnings growth figures in the supplied data. The company has seen revenue move from US$178.9 million in Q3 FY 2024 to US$224.6 million in Q3 FY 2025, while basic EPS over that span went from US$1.76 to US$2.05. With net margin reported at 28.7% and described as slightly...
NYSE:TNC
NYSE:TNCMachinery

Is Tennant (TNC) Offering A Potential Opportunity After Recent Share Price Weakness

If you are looking at Tennant and wondering whether the current share price still offers value, you are not alone. The stock last closed at US$81.61, with returns of 1.0% over 7 days, 4.5% over 30 days, 10.3% year to date, and a 6.1% decline over the past year, which may have investors reassessing both its potential and its risks. Recent news coverage has focused on Tennant's position in the capital goods space and how investors are weighing its long term prospects against past share price...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Bruker (BRKR) Q3 Loss Of US$62 Million Tests Bullish Margin Narratives

Bruker (BRKR) just posted its FY 2025 third quarter numbers with revenue of US$860.5 million and a basic EPS loss of US$0.41, while trailing twelve month revenue sits at about US$3.4 billion with a small net loss. The company has seen quarterly revenue move from US$800.7 million in Q2 2024 to US$979.6 million in Q4 2024, then track around the low US$800 million range through the first three quarters of 2025, as EPS shifted from a modest profit in early 2025 into a Q3 loss. With margins...
NYSE:KLAR
NYSE:KLARDiversified Financial

Is Klarna (KLAR) Using Google’s AI Commerce Standard To Reinforce Its Competitive Moat?

In early February 2026, Klarna announced it had joined Google’s Universal Commerce Protocol, an open standard that connects AI agents, merchants and payment providers across the full shopping journey from product discovery to post‑purchase support, deepening its multiyear collaboration with Google’s payments and cloud platforms. This move positions Klarna at the center of emerging AI‑driven shopping experiences, giving it early exposure to how conversational commerce standards may evolve...
NYSE:OPTU
NYSE:OPTUMedia

Optimum Communications (OPTU) Margin Collapse With US$3.47 EPS Loss Tests Bullish Turnaround Narrative

Optimum Communications (OPTU) has put out a tough FY 2025 third quarter print, with revenue of US$2.1 billion alongside a basic EPS loss of US$3.47 and net income loss of US$1,625.9 million. The company has seen quarterly revenue move from US$2,240.8 million in FY 2024 Q2 to US$2,108.1 million in FY 2025 Q3, while EPS has swung from a profit of US$0.03 per share to a loss of US$3.47, setting up a results season where investors are focused squarely on how much pressure is building on...