U.S. Media Stock News

NYSE:OSK
NYSE:OSKMachinery

Oshkosh Army Vehicle Order Underscores Ongoing Defense Role For Investors

Oshkosh Defense secured a new $25 million U.S. Army contract for FMTV A2 Low-Velocity Airdrop vehicles. The award supports the Army’s logistics and airborne operations as part of ongoing modernization efforts. This contract adds to Oshkosh’s government-focused defense work outside of regular earnings updates. Oshkosh, traded as NYSE:OSK, is drawing fresh attention with this new Army order at a time when its shares last closed at $163.48. The stock has reported returns of 12.5% over the...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Net Margin Improvement Reinforces Value Narrative Despite Modest Growth Outlook

Globe Life (GL) just wrapped up FY 2025 with Q4 total revenue of US$1.5b and basic EPS of US$3.35, alongside net income of US$266.1m. On a trailing 12 month basis revenue came in at US$6.0b with EPS of US$14.27 and net income of US$1.2b. The company reported quarterly revenue of US$1.47b in Q4 2024 compared with US$1.5b in Q4 2025, while basic EPS increased from US$3.04 to US$3.35 over the same period, giving investors a snapshot of top line and earnings per share levels feeding into profit...
NYSE:WCN
NYSE:WCNCommercial Services

Does Waste Connections' (WCN) Rural Landfill Strategy Signal Durable Moat or Hidden Capital Intensity?

In recent days, Waste Connections highlighted continued strength in its core collection and disposal operations, alongside meaningful contributions from acquired assets in faster-growing regions, as investors looked ahead to its December 2025 quarter earnings report expected on February 11, 2026. An interesting angle is the company’s focus on underserved rural markets and landfill-based assets, which creates high barriers to entry while supporting its environmental and sustainability...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer Targets Obesity Growth With PF-3944 As New Trial Catalyst

Pfizer (NYSE:PFE) is expanding into obesity treatments following its acquisition of Metsera. The company reported positive Phase 2b results for its once monthly injectable GLP-1 receptor agonist PF-3944. Pfizer plans to launch an extensive late stage clinical trial program, including multiple Phase 3 studies targeted for 2026. For you as an investor, this move puts Pfizer directly into the obesity treatment arena, an area that has drawn wide attention from both healthcare providers and...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Principal Financial CEO Sale And Valuation Gap Put Focus On PFG Shares

Deanna D. Strable-Soethout, President and CEO of Principal Financial Group (NasdaqGS:PFG), recently executed a sizeable insider sale of company shares. The transaction was carried out under a pre-planned trading arrangement, with no accompanying operational or financial announcements from the company. This management move stands out because it involves the CEO and comes at a time when there are no other material company updates. Principal Financial Group is a diversified financial services...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Is Corcept Therapeutics (CORT) Price Weakness Creating A Long Term Opportunity?

If you are wondering whether Corcept Therapeutics at around US$38.36 is a bargain or a trap, you are in the right place to unpack what that price really implies. The stock has been volatile, with a 14% decline over the last 7 days, a 7.2% gain over the last 30 days, a modest 0.4% return year to date, and a 43.6% decline over the past year, set against longer-term returns of 66.5% over 3 years and 33.8% over 5 years. Recent discussion around Corcept Therapeutics has focused on its share price...
NasdaqGM:CLFD
NasdaqGM:CLFDCommunications

Clearfield (CLFD) Returns To Profitability Yet Trades At 63x P/E Challenging Valuation Narratives

Clearfield (CLFD) opened fiscal Q1 2026 with revenue of US$34.3 million and a basic EPS loss of US$0.02, alongside net income from continuing operations of a US$0.3 million loss. Trailing twelve month figures show basic EPS of US$0.46 on revenue of US$154.8 million and net income of US$6.4 million. Over recent quarters the company has reported revenue in a range between US$34.3 million and US$49.9 million, with quarterly basic EPS moving between a loss of US$0.40 and a profit of US$0.12. This...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Is Crocs (CROX) Pricing Reflecting Recent Brand Buzz And Valuation Signals?

If you are wondering whether Crocs at US$84.49 is attractively priced or potentially risky right now, this article will walk you through what the current price might be implying about the stock. The shares are up 2.4% over the last 7 days, while the 30-day return is a 5.2% decline and the 1-year return is an 11.5% decline, which may catch the eye of investors weighing short-term swings against longer-term returns. Recent news around Crocs has focused on the brand's positioning in casual...
NYSE:DLR
NYSE:DLRSpecialized REITs

Is It Time To Reassess Digital Realty (DLR) After Its Strong Three Year Share Price Run?

If you are wondering whether Digital Realty Trust is reasonably priced at its current level, this article will walk through what that might mean for you as an investor. The stock last closed at US$164.65, with returns of 5.0% over 30 days and 64.0% over 3 years, while the 1 year return sits at 1.0%, the year to date move is 6.2%, and the 7 day return is a 1.7% decline. Recent interest around listed data center REITs and ongoing discussion about how digital infrastructure fits into long term...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BitMine’s Ethereum First Bet Tests Investor Nerves And Valuation Limits

BitMine Immersion Technologies (NYSEAM:BMNR) has accumulated over 4.28 million Ethereum, equal to more than 3.5% of ETH's circulating supply. The company holds these assets despite substantial unrealized losses following a sharp decline in Ethereum's price. BitMine is expanding its Ethereum staking operations and preparing to launch the MAVAN staking network in early 2026. Chairman Tom Lee has publicly defended the Ethereum first treasury approach, presenting the drawdown as a core part of...
NYSE:BMY
NYSE:BMYPharmaceuticals

Is Bristol Myers Squibb (BMY) Offering Value After Recent Share Price Rebound?

If you are wondering whether Bristol-Myers Squibb is offering good value at its recent price, this article will walk you through what the numbers actually say about the stock. The share price recently closed at US$59.52, with returns of 9.7% over 7 days, 9.4% over 30 days, 11.3% year to date and 8.9% over 1 year, compared with a 4.5% decline over 3 years and a 21.0% gain over 5 years. Recent news around Bristol-Myers Squibb has focused on its position within large pharmaceutical peers and...
NYSE:TPR
NYSE:TPRLuxury

Tapestry Outlook Raised As Coach Strength Fuels Buybacks And Dividends

Tapestry (NYSE:TPR) lifted its full year outlook following strong performance in its Coach brand, with higher revenue and wider operating margins. The company also moved to accelerate its share repurchase program and confirmed it will continue paying cash dividends. These updates point to improved operating fundamentals and management confidence in the business. Tapestry, the parent of Coach, Kate Spade and Stuart Weitzman, sits at the intersection of accessible luxury and broader...
NYSE:WRB
NYSE:WRBInsurance

The Bull Case For W. R. Berkley (WRB) Could Change Following EPS Growth And Completed Buyback Program

W. R. Berkley Corporation recently reported its fourth-quarter and full-year 2025 results, showing higher revenue year on year but lower quarterly net income, alongside an update that it completed a long-running share repurchase program first announced in 2006. The company has bought back 161,482,852 shares over the life of the program for about US$4.33 billion, materially shrinking its share count while continuing to grow earnings per share from continuing operations in 2025 versus...
NYSE:HWM
NYSE:HWMAerospace & Defense

Did Strong Earnings and Upgraded Guidance Just Shift Howmet Aerospace's (HWM) Investment Narrative?

In recent days, Howmet Aerospace reported quarterly earnings that exceeded market expectations and raised its full-year guidance, supported by strong demand for commercial aerospace engine components and fasteners. An interesting angle is how major investment banks highlighted Howmet’s exposure to long-term aerospace and advanced materials trends as a key reason for reaffirming positive analyst ratings. With this context, we’ll explore how Howmet’s upgraded guidance and robust aerospace...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC (PTC) Margin Expansion To 28.6% Challenges Cautious Growth Narratives

PTC (PTC) has opened fiscal Q1 2026 with total revenue of US$685.8 million and basic EPS of US$1.40, alongside trailing twelve month EPS of US$6.83 on revenue of about US$2.9b and net income of US$818.3 million. The company has seen quarterly revenue move from US$565.1 million and EPS of US$0.68 in Q1 2025 to US$685.8 million and EPS of US$1.40 in Q1 2026, with trailing net profit margin described at 28.6% versus 17% a year earlier, setting up a story where higher profitability sits next to...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Assessing Navan (NAVN) Valuation After A Sharp Multi‑Week Share Price Pullback

What recent returns suggest about Navan’s profile Navan (NAVN) has drawn attention after a sharp share price pullback, with the stock down about 9% over the past day, 21% over the past week, and roughly 41% over the past month. Over the past 3 months, the decline sits near 44%, while the year-to-date move is about 38% lower, putting the current share price around US$10.02 and prompting closer scrutiny of the company’s fundamentals. See our latest analysis for Navan. Put simply, Navan’s recent...
NYSE:BMI
NYSE:BMIElectronic

Is It Time To Reassess Badger Meter (BMI) After Its Recent Share Price Pullback

If you are wondering whether Badger Meter's current share price still makes sense after a long run as a quality water technology name, you are not alone. The stock closed at US$145.88, with a 1% gain over the last week, a return of 24.3% over 3 years and 42.7% over 5 years, set against a 19.8% decline over 30 days, a 17.3% decline year to date and a 31.9% decline over 1 year. Recent attention on water infrastructure, measurement and monitoring solutions has kept companies like Badger Meter...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Is Dollar Tree (DLTR) Pricing Look Stretched After Mixed Recent Share Performance

If you are wondering whether Dollar Tree's current share price reflects fair value or a potential mispricing, you are in the right place. Recently, the stock has seen a 2% gain over the last 7 days, a 10.6% decline over the last 30 days, and a 60.5% return over the past year, which gives mixed signals about how the market is weighing its prospects and risks. These moves come as investors continue to reassess large US retailers and discount chains in general, paying closer attention to how...
NYSE:CRS
NYSE:CRSAerospace & Defense

Carpenter Technology (CRS) Is Up 12.3% After Raising FY26 Income Outlook And Completing Buyback Program

In late January 2026, Carpenter Technology Corporation reported second-quarter fiscal 2026 results showing higher sales of US$728 million and increased profitability versus a year earlier, alongside confirmation of third-quarter operating income guidance of US$177 million to US$182 million. The company also raised its full-year fiscal 2026 operating income outlook to US$680 million to US$700 million and completed a US$183.09 million share repurchase program, underscoring management’s...
NYSE:CNC
NYSE:CNCHealthcare

A Look At Centene (CNC) Valuation After Recent Share Price Weakness

Centene stock moves after recent performance Centene (CNC) has drawn investor attention after recent share performance, with the stock showing a 2.5% decline over the past day and an 8.4% fall over the past week. See our latest analysis for Centene. With the share price at US$39.92 after a 12.7% 1 month share price decline, recent weakness contrasts with a 6.3% 3 month share price gain, while the 1 year total shareholder return of a 31.9% loss suggests momentum has been fading rather than...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Valuation Check As Mobile Pivot Depop Growth And Buybacks Shape Expectations

Recent reports point to Etsy (ETSY) leaning into a mobile-first model, with higher app rankings, stronger usage metrics, and Depop’s rapid growth now sitting alongside buybacks and fresh institutional interest. See our latest analysis for Etsy. At a share price of US$54.46, Etsy has seen a 2.6% 1 day share price gain. However, the 30 day share price return of 11.3% and year to date share price return of 4.9% suggest momentum has cooled, while the 3 year total shareholder return loss of 60.4%...
NYSE:VZ
NYSE:VZTelecom

Verizon Consumer Leadership Shift Puts Transformation And Investor Thesis To Test

Verizon Communications (NYSE:VZ) has announced a leadership change in its Consumer Group, with CEO Sowmyanarayan Sampath stepping down. Alfonso Villanueva, currently Chief Transformation Officer, has been appointed interim head of the Consumer Group. The transition comes as Verizon advances a customer focused turnaround and integrates recent transformation efforts. For Verizon Communications, the shake up comes at a time when the stock is trading at $47.1 and has logged a 26.0% return over...
NYSE:KBH
NYSE:KBHConsumer Durables

Is KB Home's (KBH) Leadership Shift and New Communities Reinforcing Its Long-Term Strategy?

KB Home has recently opened several new-home communities across key U.S. markets, including Marysville in Washington, Fremont and Daly City in California, southwest Las Vegas, Morgan Hill, and Southeast Tucson, while also announcing that long-time executive Robert McGibney will become CEO on March 1, 2026, as Jeffrey Mezger moves to Executive Chairman. This combination of geographically diverse community launches and a planned leadership handover to an internal veteran highlights KB Home’s...
NYSE:LII
NYSE:LIIBuilding

Does Acquisition-Led Growth Amid Buybacks Shift the Bull Case For Lennox International (LII)?

Lennox International reported full-year 2025 results showing sales of US$5,195.3 million and net income of US$805.8 million, alongside 2026 guidance for revenue to grow by about 6% to 7% with acquisitions contributing roughly 4%. Despite softer end-market demand and an 11% quarterly revenue drop cited by management, Lennox continued its long-running buyback, retiring 299,169 shares in the latest quarter and 16,414,263 shares in total under the program launched in 2014. Next, we consider how...