U.S. Media Stock News

NYSE:COLD
NYSE:COLDIndustrial REITs

Americold Resets Finance And Governance Team After Prolonged Share Price Slide

Americold Realty Trust (NYSE:COLD) has announced that Christopher Papa will be appointed Chief Financial Officer, succeeding Jay Wells. Scott Henderson will serve as interim CFO during the transition period. The company is also expanding the responsibilities of Chief Legal Officer Nathan Harwell as part of a broader executive realignment. For investors watching NYSE:COLD, this leadership reshuffle comes after a challenging share price stretch, with the stock at $12.66 and showing a 38.0%...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Valuation Reassessed As AI Agent Fears Pressure Software Stocks

AI agent fears hit Datadog as markets reassess software stocks The latest AI model releases from Anthropic and OpenAI have sharpened worries that autonomous agents could replace traditional software. As a result, Datadog (DDOG) and its recurring revenue model are under closer investor scrutiny. See our latest analysis for Datadog. Datadog’s share price has been under pressure despite the latest AI headlines, with a 7 day share price return decline of 13.63% and a 90 day share price return...
NYSE:IEX
NYSE:IEXMachinery

Assessing IDEX (IEX) Valuation After Q4 Beat Driven By Health And Science Strength And Share Buybacks

IDEX (IEX) shares were in focus after the company reported fourth quarter 2025 results that topped market expectations, supported by strong Health & Science Technologies demand and continued share repurchases. See our latest analysis for IDEX. The latest earnings beat and ongoing share repurchases have arrived alongside strong momentum in the share price. The 30 day share price return is 14.43% and the 90 day share price return is 25.22%, even though the 1 year total shareholder return is...
NasdaqGS:VNET
NasdaqGS:VNETIT

Is VNET Group (VNET) Pricing Reflect Recent Data Center Momentum Fairly?

If you are wondering whether VNET Group shares are offering fair value at around US$11.20, you are not alone. This article is set up to help you frame that question clearly. The stock has returned 6.4% over the last 7 days, 7.5% over 30 days, 22.9% year to date and 24.4% over 1 year, while the 5 year return of 73.1% paints a different picture for longer term holders. Recent coverage of VNET Group has focused on its position in data center and cloud related services, as investors weigh how...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Are Analysts’ Steady Views on Dollar Tree (DLTR) Masking a Deeper Debt–Profitability Trade-Off?

In early February 2026, analysts updated their views on Dollar Tree, with Evercore ISI Group maintaining an “In-Line” rating amid fresh research coverage and a consensus “Hold” stance across the broader brokerage community. These assessments highlighted Dollar Tree’s solid revenue growth and strong profitability metrics, while also calling attention to ongoing challenges related to managing its debt profile. We’ll now explore how this mix of solid profitability and debt-management concerns...
NYSE:LVS
NYSE:LVSHospitality

Las Vegas Sands (LVS) Q4 Revenue Growth Tests Bullish Community Narratives On Profit Margins

Las Vegas Sands (LVS) closed out FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$0.59, alongside net income of US$395m that helped lift its trailing twelve month totals to US$13.0b of revenue and US$1.63b of net income. The company has seen quarterly revenue move from US$2.9b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS over that span went from US$0.45 to US$0.59. This sets up a story where investors are weighing that earnings profile against slightly softer net margins. See our...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety Refrigerant Launch At AHR Expo Ties To Valuation Debate

MSA Safety is introducing new refrigerant management and monitoring solutions at the upcoming AHR Expo. The lineup includes the MSA Bacharach X30 and X50 monitors, focused on refrigerant detection and compliance support for HVAC-R applications. The products address regulatory and sustainability requirements around refrigerant use and leak detection. For investors tracking NYSE:MSA, this product news connects directly to the company’s focus on safety and compliance technologies across...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Is Hamilton Lane’s (HLNE) Higher Dividend Redefining Its Capital Allocation Story?

Hamilton Lane reported past third-quarter 2025 results with revenue rising to US$198.59 million and net income to US$58.37 million, alongside higher earnings per share versus a year earlier. The firm also announced a 10% increase in its target full-year dividend to US$2.16 per share, highlighting its focus on returning cash to shareholders while growing fee-related revenues from its evergreen platform and Guardian partnership. Next, we’ll examine how Hamilton Lane’s earnings momentum,...
NYSE:CBU
NYSE:CBUBanks

Assessing Community Financial System (CBU) Valuation After Recent Price Momentum And Branch Expansion Plans

What recent price moves suggest about Community Financial System Community Financial System (CBU) has drawn fresh attention after recent share price gains, with the stock up 1.5% over the past day, 6.2% over the past week, and 8.3% over the past month. See our latest analysis for Community Financial System. Looking beyond the recent gains, the 90 day share price return of 17.61% and year to date share price return of 14.27% suggest that positive momentum has been building. However, the 1 year...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

What Host Hotels & Resorts (HST)'s Turtle Bay Deal, Lawsuit and $400M Notes Issuance Mean For Shareholders

Host Hotels & Resorts recently acquired the 450-room Turtle Bay Resort and a 49-acre development-entitled parcel, while facing a lawsuit challenging Honolulu’s approval of a new hotel there based on an allegedly outdated environmental impact report. Alongside this, the company reported quarterly earnings that surpassed expectations and successfully priced a US$400 million senior notes offering due 2028, underscoring both operational momentum and expanded financing capacity despite emerging...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

The Bull Case For Equinix (EQIX) Could Change Following AI-Fueled Data Center REIT Momentum - Learn Why

In recent days, Equinix has remained in focus as investors continued to favor data center REITs tied to AI-related compute demand, while the company prepared to report earnings on 11 February 2026 amid generally optimistic analyst expectations. This attention has broader significance because Equinix, alongside a few large peers, now heavily influences key REIT ETFs and sector-wide sentiment toward commercial real estate. We’ll examine how resilient investor appetite for AI-linked data...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN) Margin Slip To 28.1% Tests Bullish Recovery Narratives

Texas Instruments FY 2025 Earnings Snapshot Texas Instruments (TXN) has wrapped up FY 2025 with Q4 revenue of US$4.4b and basic EPS of US$1.27, alongside trailing twelve month revenue of US$17.7b and EPS of US$5.47 that frame the latest quarter in a broader earnings run rate. Over recent periods, the company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q3 2024 and then to US$4.4b in Q4 2025, while basic EPS shifted from US$1.31 to US$1.48 and then to US$1.27. This...
NYSE:CIEN
NYSE:CIENCommunications

Is It Too Late To Consider Ciena (CIEN) After A 202% One Year Surge?

If you are wondering whether Ciena's share price still offers value after a strong run, this article will walk through what the current number actually implies. Over the last week the stock returned 7.7%, with 17.7% over 30 days, 10.3% year to date and 202.4% over the past year. These recent moves may have changed how you think about its risk and return trade off. Recent news around Ciena has focused on its role in high capacity networking and telecommunications equipment, with attention on...
NYSE:AXP
NYSE:AXPConsumer Finance

Is It Too Late To Consider American Express (AXP) After Recent Strong Multi‑Year Gains?

Wondering if American Express is fairly priced or if there is still room for value at the current US$359.15 share price? This article walks through that question step by step so you can judge the valuation for yourself. The stock has been relatively mixed in the short term, with a 2.0% return over the last 7 days, a 4.4% decline over 30 days, and a 3.6% decline year to date. The 1 year return sits at 14.6%, and the 3 year and 5 year returns are very large at around 2x and 3x...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

A Look At Dime Community Bancshares (DCOM) Valuation After Earnings Beat And New Capital Actions

Dime Community Bancshares (DCOM) has paired stronger than expected fourth quarter 2025 results with two capital actions: a new share repurchase plan and the planned redemption of subordinated debentures funding, both aimed at shareholders. See our latest analysis for Dime Community Bancshares. The stock’s recent momentum has been strong, with a 36.36% 90 day share price return and 21.29% year to date share price return, while the 5 year total shareholder return sits at 60.91%. If Dime...
NYSE:BAX
NYSE:BAXMedical Equipment

A Look At Baxter International (BAX) Valuation After A Sharp Dividend Cut And Turnaround Hopes

Baxter International (BAX) recently cut its quarterly dividend from $0.17 per share to a token penny, shifting the stock away from income appeal and putting more cash back into the business. See our latest analysis for Baxter International. The dividend cut comes after a strong 90 day share price return of 22.42% and an 11.44% year to date share price gain. However, the 1 year total shareholder return of 27.75% and 5 year total shareholder return of 69.29% both remain sharply negative,...
NYSE:AVA
NYSE:AVAIntegrated Utilities

The Bull Case For Avista (AVA) Could Change Following New 100 MW Battery Storage Plan - Learn Why

In January 2026, Avista announced it had selected a mix of new resources, including natural gas turbine upgrades, a 100 MW battery storage project, a Montana wind power purchase agreement and expanded demand response programs, to meet long-term reliability, customer demand and clean energy goals outlined in its 2025 Electric Integrated Resource Plan. This portfolio-style approach, which combines generation, storage and customer-side demand response, highlights Avista’s effort to balance...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool (WHR) Is Up 8.2% After 2026 Profit Guidance And Innovation Push Has The Bull Case Changed?

In January 2026, Whirlpool Corporation reported fourth-quarter 2025 results showing sales of US$4,098 million and a return to profitability, alongside reduced goodwill and intangibles impairment charges versus the prior year. The company also issued full-year 2026 guidance, highlighting expected ongoing earnings per diluted share of about US$7.00 and ongoing EBIT of US$875 million, while showcasing a broad pipeline of new appliance innovations across its Whirlpool, KitchenAid, JennAir and...
NYSE:TDC
NYSE:TDCSoftware

Is Teradata (TDC) Offering An Opportunity After Multi Year Share Price Weakness

If you are wondering whether Teradata's share price reflects its true worth or if the market is missing something, you are in the right place for a closer look at value. The stock last closed at US$27.47, with returns of a 3.7% decline over 7 days, 13.5% decline over 30 days, 7.5% decline year to date, 11.0% decline over 1 year, 19.8% decline over 3 years and 44.3% decline over 5 years. Recent coverage has focused on how Teradata positions itself as a data and analytics provider in a crowded...
NYSE:USAC
NYSE:USACEnergy Services

Assessing USA Compression Partners (USAC) Valuation After Recent Share Price Strength and Long Term Returns

Recent performance snapshot USA Compression Partners (USAC) has drawn attention after a recent share price move, with the stock showing positive returns over the past month and past 3 months, while its 1 year total return is roughly flat. See our latest analysis for USA Compression Partners. The recent 1 month share price return of 5.23% and 3 month share price return of 12.37% at a last close of US$26.35 sit alongside a roughly flat 1 year total shareholder return. The 3 year and 5 year...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Assessing Ondas (ONDS) Valuation After New Defense Contract And Rotron Aero Acquisition

Ondas (ONDS) is back on investor radars after signing a new defense contract in the Asia Pacific region and agreeing to acquire UK based Rotron Aero, a specialist in advanced autonomous aerial systems. See our latest analysis for Ondas. At a share price of US$9.69, Ondas has seen a sharp 1 day share price return of 14.27% and a 90 day share price return of 64.80%. However, the 30 day share price return of 29.22% and year to date share price return of 12.07% show that momentum has recently...
NYSE:ELV
NYSE:ELVHealthcare

How Investors Are Reacting To Elevance Health (ELV) Slower EPS, Higher Dividend And 2026 Guidance

Elevance Health has released its fourth quarter and full-year 2025 results, reporting full-year revenue of US$199.13 billion, net income of US$5.66 billion, new 2026 earnings guidance, a first-quarter 2026 dividend of US$1.72 per share, and continued share repurchases. Despite higher revenue, full-year earnings per share and profit margins eased, while the company still returned cash through dividends and buybacks. We will now examine how Elevance Health’s slower earnings progression...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Extends Engine Expertise Into AI And Data Center Power

FTAI Aviation launched its new FTAI Power platform, repurposing aircraft engines into turbines for data center power. The company entered multi year partnerships with Palantir to apply AI to its operations and with CFM International for long term component supply. These moves extend FTAI Aviation beyond aircraft leasing into AI related infrastructure and data center energy markets. For investors watching NasdaqGS:FTAI, this shift comes with the stock at a share price of $272.61 and very...
NYSE:FLUT
NYSE:FLUTHospitality

Assessing Flutter Entertainment’s Valuation As FanDuel Pushes New Super Bowl LX Betting Products

Super Bowl product push puts Flutter Entertainment (FLUT) in focus Flutter Entertainment (FLUT) is drawing attention as its FanDuel unit rolls out hundreds of Super Bowl LX betting markets and a new nationwide prediction product, with fourth quarter results approaching later in February. See our latest analysis for Flutter Entertainment. Despite the Super Bowl push and upcoming Q4 report, recent momentum has been weak, with a 30 day share price return showing a 29.15% decline and a 1 year...