U.S. Media Stock News

MasterBrand (MBC) is back on investors radar after reporting a fourth quarter loss, issuing cautious 2026 guidance, and outlining $30 million in annual cost cuts, as demand and new construction markets remain under pressure. See our latest analysis for MasterBrand. The weak fourth quarter, cautious 2026 guidance and muted buyback activity appear to have weighed on sentiment, with a 7 day share price return of a 13.25% decline and a 1 year total shareholder return of a 30.15% loss, even though...

Toast FY 2025 earnings snapshot Toast (TOST) reported first half FY 2025 revenue of US$2.9b with basic EPS of US$0.24, setting the tone for a year where profitability is firmly in focus. The company has seen revenue move from US$2.3b in the first half of 2024 to US$2.6b in the second half and then to US$2.9b in the first half of 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in early 2024 to US$0.16 and then US$0.24. With trailing net margins now higher than a year ago...

In early February 2026, Sea announced a US$1.00 billion share repurchase program alongside generally favorable analyst opinions on its business prospects in e-commerce, digital finance, and gaming. The combination of management’s decision to buy back stock and analysts’ broadly positive growth expectations highlights how capital allocation is becoming a central part of Sea’s investment case. Next, we’ll examine how the newly authorized US$1.00 billion share repurchase program may reshape...

In early February 2026, InterDigital secured a fifth HEVC-related patent injunction against Disney in Germany, pursued new video IP litigation against Hisense and TCL, and, together with Razer, launched a Haptic Excellence Center to advance streaming, standards and education for haptic-enhanced media. These moves underscore InterDigital’s push to monetize its video and haptics intellectual property beyond smartphones, while reinforcing its influence in setting the technical foundations for...

Why Installed Building Products stock is back in focus Installed Building Products (IBP) has come back into focus after acquiring Thermo-Tech Mechanical Insulation, completing a $500 million notes offering to refinance debt and extend credit, and receiving a credit rating upgrade. See our latest analysis for Installed Building Products. Those moves come on top of strong recent share price momentum, with a 30 day share price return of 12.5%, a 90 day return of 37.4%, and a 1 year total...

Microchip Technology expanded its edge AI solutions for microcontrollers and microprocessors, adding real-time inferencing for use cases such as electrical arc fault detection, predictive maintenance, and on-device identity verification. The company introduced a new highly integrated power module aimed at AI server applications. Microchip also announced a collaboration with Hyundai Motor Group to integrate its 10BASE-T1S Single Pair Ethernet technology into next generation vehicles. For...

Why International Flavors & Fragrances (IFF) is on investors’ radar today International Flavors & Fragrances (IFF) has caught investor attention after a period of mixed performance, with recent share price gains over the past month and past 3 months contrasting with weaker multi year total returns. See our latest analysis for International Flavors & Fragrances. The recent swing in sentiment around International Flavors & Fragrances is clear, with a 1 month share price return of 18.27% and a...

United Parcel Service’s recent turnaround push has combined stronger-than-expected Q4 2025 results and raised 2026 revenue guidance with plans to cut up to 30,000 jobs and close 24 facilities, largely through voluntary programs, while shifting away from lower-margin Amazon deliveries. This restructuring drive has triggered legal challenges from the Teamsters over the Driver Choice Program and coincides with increased options activity and mixed short interest, underscoring how labor relations...

Why Dorman Products (DORM) Is Back on Investor Radars Dorman Products (DORM) has drawn fresh attention after rolling out hundreds of new direct replacement parts, completing the SuperATV acquisition, and launching a redesigned e-commerce focused website that collectively widen its reach in the auto aftermarket. See our latest analysis for Dorman Products. At a share price of US$131.17, Dorman Products has logged a 4.02% 1 month share price return and a 5.70% year to date share price return...

Recent coverage around YETI Holdings (YETI) focuses on its solid quarterly results and strong recent share performance, while also highlighting concerns about slowing revenue growth, pressure on free cash flow margins, and weaker return on invested capital. See our latest analysis for YETI Holdings. That backdrop helps explain why YETI’s recent momentum looks mixed, with a 90 day share price return of 28.69% and a 1 year total shareholder return of 26.25%, but a 5 year total shareholder...

International Business Machines (IBM) shares were caught in the latest technology selloff, sliding 4.9% as renewed worries about artificial intelligence integration across sectors pressured broader equity indexes and weighed on several large tech names. See our latest analysis for International Business Machines. That 4.9% drop sits on top of a tougher recent stretch, with a 7 day share price return of 12.23% and a 30 day share price return of 15.10% indicating fading near term momentum...

Intuitive Surgical (ISRG) has updated investors on its 2026 outlook, guiding for 13% to 15% global da Vinci procedure growth, supported by U.S. general surgery, broader international adoption, and the commercial rollout of the da Vinci 5 system. See our latest analysis for Intuitive Surgical. That 13% to 15% procedure growth outlook comes after a choppy stretch for the share price, with a 30 day share price return of 11.14% and a year to date share price decline of 13.55%, while the 3 year...

If you are wondering whether AtaiBeckley is still attractively priced after its recent run, this article will walk you through what the current share price might be implying about its value. The stock closed at US$3.57, with a 7 day return of a 5.3% decline and a 30 day return of a 4.0% decline, while the 1 year and 3 year returns of 55.2% and 88.9% put the recent weakness into a longer term context. Recent headlines around AtaiBeckley have focused on its positioning within the...

Insulet Corporation recently expanded its Omnipod 5 Automated Insulin Delivery System into Saudi Arabia, Kuwait, Qatar, and the UAE, and introduced its Omnipod Discover data analytics platform, following the announcement at the Emirates Diabetes and Endocrine Congress in Dubai. This move broadens Insulet’s international footprint while pairing hardware and software to offer an integrated diabetes management ecosystem tailored for patients, caregivers, and clinicians. We’ll now examine how...

Why Nasdaq’s new private capital indexes matter for stock investors Nasdaq (NDAQ) has launched its Nasdaq Private Capital Indexes, a new benchmarking suite built on data from more than 14,000 private market funds representing over US$11.4b in global assets under management. See our latest analysis for Nasdaq. The launch of the private capital indexes comes as Nasdaq’s 1‑month share price return of 20.59% and year to date share price return of 17.78% show pressure building after a weaker run,...

If you are wondering whether Science Applications International is starting to look interesting at current levels, this article will walk through what that price actually implies for its underlying value. The stock closed at US$86.61, with returns of an 11.9% decline over the past 7 days, a 19.9% decline over 30 days, a 14.4% decline year to date and a 13.0% decline over 1 year, as well as a roughly flat 0.1% gain over 5 years, which may have shifted how investors see its risk and potential...

Snowflake (NYSE:SNOW) has entered a multi year partnership with OpenAI to bring OpenAI models, including GPT-5.2, directly into Snowflake Cortex AI. The collaboration targets enterprise ready AI agents and solutions for Snowflake’s 12,600 global customers across all major clouds. The agreement includes joint go to market efforts focused on secure use of proprietary data with advanced AI inside the Snowflake platform. For investors watching NYSE:SNOW, this deal connects OpenAI’s language...

ServiceNow (NOW) is back in focus after a sharp software sector sell-off tied to AI disruption worries, as investors weigh its AI-driven growth story, resilient cash generation, and high-profile partnerships with Anthropic, OpenAI, and Microsoft. See our latest analysis for ServiceNow. After the sharp sector-wide sell-off, ServiceNow’s recent 1-day and 7-day share price returns of 3.67% and 6.29% sit against a 30-day share price decline of 20.45% and a year-to-date share price return of...

Immunic (IMUX) has been in focus after a busy stretch, with board and leadership changes, fresh clinical data in multiple sclerosis, and a large private placement that brought in new and existing institutional investors. See our latest analysis for Immunic. The recent CEO transition plan, fresh MS data and the US$200.0m private placement appear to have coincided with sharp short term momentum, with a 7 day share price return of 47.18% and year to date share price return of 56.52%. This is set...

Howmet Aerospace reported past fourth-quarter 2025 sales of US$2,168 million and net income of US$372 million, contributing to full-year 2025 sales of US$8.25 billion and net income of US$1.51 billion, alongside issuing 2026 revenue guidance of US$9.0–US$9.2 billion. The company paired these record results with strong free cash flow, lower net leverage, and new fastener acquisitions, underscoring an earnings profile increasingly supported by high-margin aerospace and gas turbine...

WeRide (NasdaqGM:WRD) and Uber launched a commercial Robotaxi service in downtown Abu Dhabi. The service marks the first commercial deployment of WeRide Robotaxis in the city center. The partners plan to scale the fleet to 1,200 Robotaxis across the Middle East by 2027. The rollout involves collaboration with regional transport and hospitality partners. For you as an investor, this move puts WeRide (NasdaqGM:WRD) directly into live urban operations rather than only pilot programs. The...

Sigma Lithium (SGML) has moved back into focus after agreeing to sell 150,000 tonnes of high purity lithium fines at US$140 per tonne, with additional volume and customer prepayments tied to resumed production. See our latest analysis for Sigma Lithium. These contracts arrive after a volatile period for the stock, with a 7 day share price return of 9.25% but a 30 day share price decline of 19.53%. The 90 day share price return of 120.30% and 1 year total shareholder return of 18.25% contrast...

Saia (NasdaqGS:SAIA) completed its first full year operating as a national network, reaching record revenue and market share. The company reported these results despite softer freight volumes and higher insurance costs tied to prior accidents. Safety metrics improved, with meaningful reductions in preventable accidents and lost time injuries across the network. Saia operates in the less than truckload segment, where carriers move smaller freight shipments for a wide mix of customers. A full...

Costco Wholesale (NasdaqGS:COST) has reaffirmed its diversity, equity, and inclusion commitments, receiving strong backing from shareholders. The company is facing external political and legal pressure on DEI while signaling that its policies remain a core part of its employment approach. Costco is planning a mixed-use project in Los Angeles that places a warehouse below an affordable housing complex, a first for the company. Costco Wholesale, best known for its membership based warehouse...