U.S. Media Stock News

NYSE:PLNT
NYSE:PLNTHospitality

Assessing Planet Fitness (PLNT) Valuation After The Recent Share Price Slide

What Planet Fitness stock’s recent slide may be telling investors Planet Fitness (PLNT) has seen its share price fall about 10% over the past month and about 14% over the past 3 months, prompting investors to revisit what the current valuation reflects. See our latest analysis for Planet Fitness. That recent 1 month share price return of about 10% decline and 3 month share price return of about 14% decline leaves Planet Fitness trading at US$90.70, while the 1 year total shareholder return of...
NYSE:KMT
NYSE:KMTMachinery

Did Kennametal’s Strong Q2 and Buyback Just Reset KMT’s Full‑Year Investment Narrative?

Kennametal Inc. recently reported past second‑quarter fiscal 2026 results showing higher sales of US$529.53 million and improved profitability, while also completing a share buyback of 2,966,554 shares for US$69.91 million under its February 2024 program. Alongside these results, management raised sales guidance for the third quarter and full fiscal year 2026, underscoring confidence in pricing actions, end‑market demand, and cost initiatives. Next, we’ll examine how Kennametal’s raised...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Regulatory Scrutiny And New OA Approvals Reframe Zoetis Risk Profile

Regulators are increasing scrutiny of Zoetis' monoclonal antibody pain therapies, including Librela, leading to updated FDA safety warnings. At the same time, Zoetis has received approvals for new osteoarthritis pain drugs, Lenivia and Portela, expanding its pet pain management portfolio. These parallel developments highlight a shift in the company’s risk profile and opportunity set in companion animal health. For investors tracking Zoetis, ticker NYSE:ZTS, the stock sits at $126.65 with a...
NYSE:AORT
NYSE:AORTMedical Equipment

Artivion (AORT) Is Down 7.6% After Revenue Miss But Strong 2026 Guidance And Trial Data

In the past week, Artivion reported fourth-quarter 2025 results showing revenue of US$115.99 million and net income of US$2.43 million, marking a move from a loss a year earlier and contributing to full-year revenue of US$441.33 million and net income of US$9.77 million. At the same time, new clinical data from the NEXUS TRIOMPHE and AMDS PERSEVERE trials reinforced the performance of Artivion’s aortic arch therapies, which management now cites as central to its 2026 revenue guidance of...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

A Look At NeoGenomics (NEO) Valuation After The Launch Of PanTracer Pro In Precision Oncology

NeoGenomics (NEO) has launched PanTracer Pro, a new molecular testing solution that combines comprehensive genomic profiling with diagnosis-directed assays for advanced solid tumors. The solution is designed to streamline biomarker assessment and support quicker, informed treatment decisions. See our latest analysis for NeoGenomics. The launch of PanTracer Pro comes as NeoGenomics' share price sits at US$11.38. This follows a 30 day share price return decline of 13.92%, contrasting with a...
NYSE:MMI
NYSE:MMIReal Estate

Marcus & Millichap (MMI) Q3 EPS Turn To Profit Tests Bearish Profitability Narratives

Marcus & Millichap (MMI) FY 2025 Q3 Results Marcus & Millichap (MMI) has put fresh numbers on the board for FY 2025 Q3, with revenue of US$193.9 million and basic EPS of roughly US$0.01, alongside net income excluding extra items of US$0.24 million. The company has seen revenue move from US$168.5 million and basic EPS of roughly US$0.14 loss in Q3 2024 to US$193.9 million and a small positive EPS in Q3 2025. Trailing twelve month figures point to revenue of US$751.3 million and a net loss of...
NYSE:SMR
NYSE:SMRElectrical

Is NuScale Power’s (SMR) AI Fuel Project With ORNL a Turning Point for Its Economics?

NuScale Power Corporation recently announced that it partnered with Oak Ridge National Laboratory to apply an AI-enabled nuclear design framework to a 12-module NuScale Power Module configuration, funded through the U.S. Department of Energy’s GAIN initiative to explore more efficient, lower-cost fuel management across multiple reactors at a single site. This collaboration highlights how NuScale’s multi-module architecture and shared fuel pool could unlock fuel-cost efficiencies that aren’t...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

A Look At Boot Barn Holdings (BOOT) Valuation After Recent Share Price Moves

Boot Barn Holdings (BOOT) is back on investors' radar after recent share price moves, with the stock closing at $187.99 and showing mixed returns over the week, month, past 3 months, and year. See our latest analysis for Boot Barn Holdings. The recent 7 day share price return of 7.57% contrasts with an 8.58% 90 day share price gain and a 36.96% 1 year total shareholder return. This suggests that longer term momentum remains stronger than the latest pullback. If this move has you thinking...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Assessing Rocket Lab (RKLB) Valuation As Cassowary Vex Hypersonic Mission Moves Forward

Why the Cassowary Vex hypersonic mission matters for Rocket Lab (RKLB) Rocket Lab (RKLB) is preparing its Cassowary Vex mission, a dedicated hypersonic test flight on the HASTE rocket for the Department of War’s Defense Innovation Unit and Hypersonix, with liftoff targeted for late February. This will be the company’s fourth hypersonic test mission in under six months. The launch will use HASTE to deploy Hypersonix’s DART AE aircraft from Launch Complex 2 in Virginia, and it underscores a...
NYSE:AUB
NYSE:AUBBanks

Is It Time To Reconsider Atlantic Union Bankshares (AUB) After Recent Share Price Rebound?

If you are wondering whether Atlantic Union Bankshares at around US$40.23 is offering fair value or a potential bargain, this overview can help you size up what the current share price might be implying. The stock shows a mixed recent return profile, with a 1 week return of a 3.7% decline, contrasted with gains of 7.9% over 30 days, 13.3% year to date, 12.2% over 1 year, 19.0% over 3 years and 32.4% over 5 years. Recent attention on US regional banks, including Atlantic Union Bankshares, has...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

A Look At Vistance Networks (VISN) Valuation After RUCKUS Pro AV Launch And New Partnerships

RUCKUS Networks’ new Pro AV focused ICX switch lineup and updated management platforms, plus fresh ties with Crestron and the SDVoE Alliance, put Vistance Networks (VISN) firmly in the Ethernet based professional AV spotlight. See our latest analysis for Vistance Networks. VISN’s latest product and partnership news comes on the back of a 14.4% 90 day share price return and a very large 1 year total shareholder return, suggesting momentum has been strong rather than fading recently. If this...
NYSE:TYL
NYSE:TYLSoftware

Tyler Expands Courts Portfolio With For The Record Deal And AI Push

Tyler Technologies (NYSE:TYL) announced the acquisition of For The Record, a company focused on digital court recording solutions. The company is rolling out early access to embedded AI features across its product set for interested clients. Tyler also introduced a new share repurchase program of up to US$1b. Tyler Technologies focuses on software and services for public sector clients, including courts, justice systems and local governments. By adding For The Record, the company is...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is It Too Late To Consider Halozyme Therapeutics (HALO) After A 36% One Year Gain?

If you are wondering whether Halozyme Therapeutics at around US$79.44 is still attractively priced or starting to look expensive, this article takes a closer look at what the current market price might be implying. Over shorter horizons the stock has been mixed, with a 2.2% decline over the last 7 days, an 8.9% return over 30 days, a 13.0% return year to date, and a 36.3% return over 1 year. The 3 year and 5 year returns sit at 58.8% and 59.9% respectively. Recent interest in Halozyme...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (NYSE:AEM) Margin Surge To 37.5% Tests Bearish Cost Narratives

Agnico Eagle Mines (NYSE:AEM) FY 2025 earnings snapshot Agnico Eagle Mines (NYSE:AEM) closed out FY 2025 with Q4 revenue of US$3.6 billion and basic EPS of US$3.04, while trailing twelve month revenue reached US$11.9 billion and EPS came in at US$8.89, alongside a 135.4% rise in earnings over the last year. Over recent periods, the company has seen revenue move from US$8.3 billion and EPS of US$3.79 on a trailing basis at the end of 2024 to US$11.9 billion and EPS of US$8.89 by Q4 2025, with...
NYSE:ANET
NYSE:ANETCommunications

Arista Results And AI Demand Reset Expectations For Growth And Valuation

Arista Networks (NYSE:ANET) reported record Q4 and full-year 2025 results, highlighting strong AI and cloud networking demand. Management raised 2026 revenue guidance alongside new milestones, including shipping 150 million ports. The company pointed to solid international growth and ongoing supply chain pressures that it is actively managing. For investors watching the AI buildout, Arista Networks sits in the flow of spending on high performance networking. The stock closed at $141.59,...
NYSE:ICE
NYSE:ICECapital Markets

A Look At Intercontinental Exchange’s Valuation As It Expands Polymarket Data And Crypto Index Futures

Intercontinental Exchange (ICE) has just broadened its reach in digital markets by becoming the exclusive institutional provider of Polymarket prediction data and by listing new futures tied to major CoinDesk cryptocurrency indices. See our latest analysis for Intercontinental Exchange. Despite a busy few weeks that included stronger full year 2025 earnings, a higher quarterly dividend, a new buyback program and multiple product launches across clearing, mortgages and digital assets,...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Record Revenue And Japan 3 Nm Ramp Raise Valuation Questions

TSMC (NYSE:TSM) reports record monthly revenue, setting a new high watermark for the chip manufacturer. The company plans mass production of advanced 3-nanometre chips at its new Kumamoto fab in Japan. The Japan facility marks a key step in expanding TSMC’s global manufacturing footprint beyond Taiwan. TSMC is a leading pure play foundry, manufacturing chips for many of the world’s largest technology and semiconductor companies. The record monthly revenue and new 3-nanometre capacity in...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Is It Time To Reassess Exact Sciences (EXAS) After The US$105 Abbott Offer?

If you are wondering whether Exact Sciences is still worth your attention at current prices, the key question is how its market value compares with what the business may be worth on paper. The stock last closed at US$103.24, with returns of 0.1% over 7 days, 1.0% over 30 days, 1.5% year to date, 109.4% over 1 year, 62.6% over 3 years, and a 30.2% decline over 5 years. Recent news around Exact Sciences has focused on its position in cancer diagnostics and how its core products fit into...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Can Oklo's (OKLO) Fuel Recycling Grant Quietly Redefine Its Long-Term Competitive Moat?

The U.S. Department of Energy recently awarded Oklo funding to study how radioactive materials in used nuclear fuel behave in hot liquid salt, supporting the design of its planned commercial fuel recycling facility in Tennessee. This work could help Oklo close the nuclear fuel loop by turning spent fuel into a resource, potentially reducing waste and differentiating its advanced reactor model from other nuclear developers. We’ll now examine how this federal backing for Oklo’s fuel recycling...
NYSE:AON
NYSE:AONInsurance

Is Aon (AON) Pricing Offer An Opportunity After Recent Share Price Weakness

If you are wondering whether Aon is pricing in too much optimism or not enough, this article will walk through what its current share price might be implying about value. The stock last closed at US$321.70, with returns of 5.9% decline over 7 days, 7.0% decline over 30 days, 6.6% decline year to date, 16.2% decline over 1 year, 6.3% gain over 3 years and 46.5% gain over 5 years. This gives you a mix of shorter term weakness and longer term strength to think about. Recent coverage has focused...
NasdaqGS:KPTI
NasdaqGS:KPTIBiotechs

Karyopharm Therapeutics (KPTI) TTM US$196 Million Loss Tests Bullish Profitability Narratives

Karyopharm Therapeutics FY 2025 earnings snapshot Karyopharm Therapeutics (KPTI) closed FY 2025 with Q4 revenue of US$34.1 million and a basic EPS loss of US$5.68, alongside a net loss of US$102.2 million. On a trailing twelve month basis, EPS stood at a loss of US$17.93 on revenue of US$146.1 million and a net loss of US$196.0 million. The company has reported quarterly revenue ranging from US$30.0 million to US$44.0 million over the past year, with basic EPS losses between US$2.77 and...
NYSE:AL
NYSE:ALTrade Distributors

Air Lease Merger Talks Test Earnings Strength And Low P E Valuation

Air Lease (NYSE:AL) is working through a pending merger with Sumisho Air Lease Corporation that could reshape how the business is organized and funded. The potential transaction raises questions around future operations, financing options, and how the combined entity might serve airline customers. Investors are watching closely as the company evaluates this merger alongside its current trading level near $64.73 per share. With Air Lease trading around $64.73, investors are weighing this...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

A Look At Evolv Technologies Holdings (EVLV) Valuation After New Sports Venue Deals And Board Appointment

Evolv Technologies Holdings (EVLV) has drawn fresh attention after securing new deployments of its AI-based weapons detection systems at major US sports venues, alongside appointing Axon executive Henrik Kühl to its board and audit committee. See our latest analysis for Evolv Technologies Holdings. The recent sports venue wins and board changes come after a mixed stretch for the stock, with a 7 day share price return of 3.46% but a 30 day share price decline of 13.68%. At the same time, the 1...
NYSE:ATI
NYSE:ATIAerospace & Defense

Why ATI (ATI) Is Up 7.8% After Strong Q4 Results And Major Buyback Completion

In early February 2026, ATI Inc. reported fourth-quarter 2025 sales of US$1,177.1 million with net income of US$96.6 million, while full-year sales rose to US$4,587.4 million and net income to US$404.3 million, alongside the completion of a US$580.16 million buyback covering 8,343,988 shares since September 2024. Management highlighted that robust aerospace and defense demand, a richer mix of proprietary alloys, and expanded long-term agreements supported stronger-than-expected non-GAAP...