U.S. Media Stock News

Brown & Brown, Inc. recently reported full-year 2025 results, with revenue rising to US$5.90 billion and net income reaching US$1.05 billion, while also declaring a regular quarterly dividend of US$0.165 per share payable on February 11, 2026. The mixed quarter highlighted rising adjusted earnings alongside a revenue shortfall and weaker organic growth, all against the backdrop of integrating its largest-ever acquisition and managing leadership changes following the passing of its Chief...

On 29 January 2026, Fractyl Health reported positive six-month randomized midpoint data from its REMAIN-1 study, showing Revita-treated patients had less weight regain and better cardiometabolic markers than sham after stopping GLP-1 drugs, and outlined plans to seek FDA De Novo classification. An interesting angle is that Revita is being explored specifically as a tool to help maintain weight loss after GLP-1 discontinuation, targeting a growing clinical gap. Against this backdrop, we’ll...

In January 2026, Curant Health's Curant Rare announced a collaboration with Cencora to offer an integrated commercialization solution for rare disease therapies, combining Cencora’s logistics, pharmacovigilance and market access support with Curant Rare’s specialty pharmacy and patient engagement services. A distinctive aspect of this partnership is its focus on real-world evidence and patient-reported outcomes, aiming to improve both market access and the overall patient experience in rare...

In recent weeks, Camtek has attracted heightened attention as analysts anticipate year-over-year gains in earnings and revenue ahead of its upcoming results, while the stock has outperformed both its sector and the broader market over the past month. What stands out is that, even with a current Zacks Rank of Hold and some valuation concerns, analyst estimate revisions and an overall “Outperform” consensus suggest growing confidence in the company’s business health and profitability. With...

Viasat (NasdaqGS:VSAT) secured a US$188.7 million export credit facility from the U.S. Export Import Bank. The funding is earmarked for the ViaSat 3 F1 satellite expansion program. The announcement relates to Viasat's ongoing investment in its next generation satellite network. Viasat focuses on satellite based broadband connectivity for residential, commercial, aviation, government and defense customers. The ViaSat 3 F1 satellite expansion sits at the center of its next generation network...

If you are wondering whether Alcoa's current share price still offers value after a strong run, this article will walk you through what the numbers are saying about the stock. The shares closed at US$56.81, with returns of 6.9% over the last 30 days, a 62.9% gain over the past year and 183.9% over five years, although the latest 7 day move was an 8.7% decline and year to date returns sit at 0.5%. Recent coverage of Alcoa has focused on how its share price reacts to shifts in sentiment around...

For investors wondering whether MKS is still reasonably priced after its recent gains or if expectations are getting ahead of reality, this article focuses squarely on what the current share price might be implying. Over the past year, MKS has recorded a 109.6% return, with 47.3% over the last month and 8.5% in the past week. These moves put valuation firmly in the spotlight for anyone considering the recent momentum. Recent coverage has highlighted MKS in the context of semiconductor sector...

If you are wondering whether Cavco Industries at around US$492 per share still offers good value after a strong multi year run, this article will walk through what the current price could mean. The stock has seen a 26.3% decline over the last 7 days and a 16.8% decline year to date, while the 3 year and 5 year returns stand at 79.6% and 138.5% respectively. Recent coverage has highlighted Cavco Industries as a long term compounder in manufactured housing and as part of broader discussions on...

Trinity Street Asset Management LLP has fully exited Axalta Coating Systems (AXTA), selling an estimated US$22.1 million stake. This move removes the coatings producer from the fund’s reported 13F holdings. See our latest analysis for Axalta Coating Systems. Axalta’s recent move to US$33.58 comes after a 17.95% 90 day share price return, while the 1 year total shareholder return of 6.57% decline suggests longer term momentum has been more muted even as some investors reassess the risk reward...

Cipher Mining (CIFR) has expanded its involvement in AI and cloud infrastructure with the acquisition of a 200 megawatt data center in Ohio and a 300 megawatt capacity agreement with Amazon Web Services, reshaping how investors view this former bitcoin focused operator. See our latest analysis for Cipher Mining. The flurry of AI related announcements has come alongside sharp share price swings, with a 1 day share price return of 9.83% decline, a 30 day share price return of 8.13% gain, and a...

OceanFirst Financial (NasdaqGS:OCFC) reported its latest quarterly results with growth in commercial loans and deposits. Profitability was affected by higher expenses tied to outsourcing and merger related activity. The company also recorded net loan charge offs during the quarter. For you as an investor following regional banks, OceanFirst Financial sits in the middle of several important trends, including competition for deposits and a focus on commercial lending. The latest update around...

Financial Institutions (FISI) closed out FY 2025 with fourth quarter revenue of US$60.7 million and basic EPS of US$0.98, while trailing twelve month revenue came in at US$233.3 million and EPS at US$3.65. The company has seen quarterly revenue move from US$47.0 million in Q3 2024 to US$60.7 million in Q4 2025, with quarterly EPS shifting from a loss of US$5.07 in Q4 2024 to a profit of US$0.98 in Q4 2025. This sets the stage for investors to focus on how sustainable these margin and earnings...

Toast, a provider of cloud-based restaurant technology, is preparing to report its February 12, 2026 earnings, with analysts expecting higher earnings per share and revenue than a year earlier. Recent coverage has emphasized Toast’s strong annualized recurring revenue growth and the willingness of restaurant customers to commit to multi-year software agreements, highlighting confidence in its platform. Next, we’ll examine how Toast’s accelerating recurring revenue and upcoming earnings...

In mid-January, AllianceBernstein Holding reported preliminary firmwide net outflows of about US$5.00 billion for the quarter ended December 31, 2025, as Retail withdrawals exceeded inflows from Private Wealth and Institutional clients while analysts reiterated a Hold consensus on the stock. This mix of segment-level fund flow divergence and cautious analyst sentiment highlights how shifts in client behavior can reshape AllianceBernstein’s business profile. We’ll now examine how persistent...

Invesco Mortgage Capital (IVR) just posted its FY 2025 numbers with Q4 revenue of US$56.1 million and basic EPS of US$0.68, giving investors a fresh read on how the portfolio is trading through the mortgage market. Over recent periods, revenue has ranged from US$8.5 million in Q4 2024 to US$57.9 million in Q3 2025, while quarterly EPS has swung between a loss of US$0.40 in Q2 2025 and a gain of US$0.74 in Q3 2025, setting the backdrop for today’s print. With a trailing 12 month net margin of...

Gentex (GNTX) has put up another steady quarter, with Q3 FY 2025 revenue of US$655.2 million and basic EPS of US$0.46, underpinned by net income of US$99.4 million as the latest read on its full year 2025 performance. Over recent periods, revenue has moved from US$541.6 million in Q4 FY 2024 to US$576.8 million in Q1 FY 2025 and then to US$657.9 million in Q2 FY 2025, while basic EPS tracked from US$0.38 to US$0.42 and US$0.43 across those same quarters, giving investors a clear line of sight...

Moog (MOG.A) has opened Q1 2026 earnings season with a fresh set of numbers, coming off a recent quarter where revenue was US$1.0 billion and basic EPS came in at US$2.10, backed by trailing twelve month EPS of US$7.42 on revenue of US$3.9 billion. The company has seen revenue move from US$917.1 million in Q4 2024 to US$1.0 billion in Q4 2025, while quarterly basic EPS stepped up from US$1.39 to US$2.10 over the same stretch, setting the stage for investors to weigh how sustainable that...

United States Antimony (UAMY) is in focus after funding a new commercial scale hydrometallurgical processing facility in Bolivia, paired with exclusive rights to replicate the process in North America and Australia. See our latest analysis for United States Antimony. The funding news lands after a volatile stretch, with a 32.44% 7 day share price decline and an 11.58% 1 day drop, even though the 30 day share price return is 46.02% and the 1 year total shareholder return is very large. This...

Wintrust Financial (WTFC) has drawn fresh attention after reporting higher fourth quarter net interest income and net income year over year, along with a 10% increase to its quarterly common dividend and a separate preferred stock dividend declaration. See our latest analysis for Wintrust Financial. Those stronger fourth quarter earnings and higher dividends come after a steady run in the share price, with a 30 day share price return of 5.47% and a 90 day share price return of 13.42%, while...

Dow Inc. recently reported fourth-quarter 2025 results showing sales of US$9,460 million and a net loss of US$1,543 million, alongside full-year sales of US$39,968 million and a net loss of US$2,623 million. At the same time, the company launched its Transform to Outperform program, including about 4,500 job cuts and heavier use of artificial intelligence and automation to reset its cost base and operations. Next, we’ll examine how Dow’s large-scale Transform to Outperform cost program...

United Rentals (URI) is in focus after its fourth quarter miss on revenue and earnings coincided with a sharp share price drop, along with a new US$5b buyback and a 10% dividend increase. See our latest analysis for United Rentals. The recent fourth quarter miss and guidance update came after a weak stretch for the shares, with a 7 day share price return of a 14.90% decline and a year to date share price return of a 7.46% decline, even though the 5 year total shareholder return of 203.88%...

BMO Capital’s downgrade of First Solar (FSLR), driven by concern over Tesla’s vertically integrated solar ambitions and potential pressure on module pricing, has sharpened investor focus on the company’s competitive position and valuation. See our latest analysis for First Solar. The recent analyst downgrades and concern over Tesla’s plans have coincided with a 30 day share price return of 13.67% decline and a year to date share price return of 17.80% decline. However, the 1 year total...

If you are wondering whether Fabrinet's share price reflects its underlying worth, this article walks through the key numbers and what they might mean for you. Fabrinet's stock recently closed at US$489.44, with returns of 4.8% over 7 days, 7.5% over 30 days, 2.1% year to date, 126.4% over the past year, 267.8% over 3 years and 448.3% over 5 years, providing useful context for any valuation work. Recent coverage around Fabrinet has focused on its role as a tech manufacturing partner. This...

First Reliance Bancshares (FSRL) has put up a busy FY 2025 so far, with Q3 revenue at US$12.1 million, basic EPS of US$0.34 and net income of US$2.7 million setting the tone for its latest update. The company has seen revenue move from US$10.2 million in Q2 2024 to US$13.8 million in Q2 2025, with EPS shifting from US$0.25 to US$0.46 over the same period. This gives you a clearer picture of how the income statement has evolved ahead of the current quarter. With net profit margins over the...