U.S. Media Stock News

NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

A Look At BGC Group (BGC) Valuation After New FCA Benchmark Administrator Approval

BGC Group (BGC) shares are in focus after the company reported that BGC Brokers L.P. is now authorized as a U.K. registered benchmark administrator with the Financial Conduct Authority under U.K. Benchmarks Regulation. See our latest analysis for BGC Group. The FCA benchmark approval comes as BGC Group’s 1-month share price return of 3.36% and year to date share price return of 3.36% contrast with a 1-year total shareholder return decline of 2.61%, while the 3-year and 5-year total...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Is Up 5.4% After Strong Q2 Earnings And HPC Momentum - Has The Bull Case Changed?

Fabrinet reported its fiscal second-quarter 2026 results on February 2, posting sales of US$1,132.89 million and net income of US$112.63 million, both higher than a year earlier, with diluted earnings per share from continuing operations rising to US$3.11. The results highlight how growth in Telecom, Data Center Interconnect, and an expanding High-Performance Computing business is reshaping Fabrinet’s mix beyond its traditional telecom focus. We’ll now look at how this broader...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

Assessing HealthEquity (HQY) Valuation After Fresh GARP-Focused Growth And Profitability Analysis

Why HealthEquity is back on GARP investors’ radar Recent analysis placing HealthEquity (HQY) in the Growth at a Reasonable Price category has drawn renewed attention, as investors compare its earnings, revenue trends, profitability, and balance sheet with its recent share price performance. See our latest analysis for HealthEquity. HealthEquity’s recent share price performance has been mixed, with a 1-day share price return of 1.63% and a 7-day share price return of 2.04%. This contrasts with...
NYSE:JCI
NYSE:JCIBuilding

Is Johnson Controls International (JCI) Pricing In Too Much Growth After Recent Share Price Surge

If you are wondering whether Johnson Controls International (NYSE:JCI) still offers value after a strong run, this article walks through what the current share price might be implying. The stock last closed at US$122.98, with returns of 6.9% over the past 7 days, 0.5% over the past 30 days, 0.5% year to date, 62.2% over 1 year, 98.6% over 3 years and 163.5% over 5 years. Recent news around Johnson Controls International has focused on long term themes such as building efficiency, smart...
NYSE:DLX
NYSE:DLXCommercial Services

Assessing Deluxe (DLX) Valuation After Payfinia Partnership And Solid Quarterly Results

Deluxe (DLX) has moved into focus after partnering with Payfinia to bring the Paze digital wallet to more banks, credit unions, and merchants, alongside reporting fourth quarter sales of US$535.3 million and net income of US$15.1 million. See our latest analysis for Deluxe. Investors appear to be responding to the Paze partnership and recent earnings update, with Deluxe’s 30 day share price return of 25.46% and 90 day share price return of 52.72% building on a 30.33% one year total...
NYSE:MSCI
NYSE:MSCICapital Markets

Why MSCI (MSCI) Is Up 5.1% After Earnings Beat, Bigger Dividend And Ongoing Buybacks

MSCI Inc. has released its fourth-quarter and full-year 2025 results, reporting quarterly revenue of US$822.53 million and net income of US$284.67 million, alongside a higher full-year profit of US$1.20 billion and a first-quarter 2026 cash dividend of US$2.05 per share declared in the past week. Along with these results, MSCI has been returning capital through ongoing share repurchases totaling about US$2.84 billion across recent authorizations, underscoring management’s continued focus on...
NYSE:OC
NYSE:OCBuilding

Owens Corning Faces Margin Strain As Growth Outlook And Strategy Scrutinized

Owens Corning, NYSE:OC, is facing weaker core business performance alongside rising expenses, signaling mounting operational pressure. Recent results highlight multi year underperformance in organic revenue growth and a decline in operating margins, with cost control becoming more challenging. These trends are prompting fresh questions about the company’s growth outlook, reliance on acquisitions, and future capital allocation priorities. For investors watching Owens Corning at a share price...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

A Look At Scholar Rock (SRRK) Valuation After A Strong 3 Month Share Price Return

Scholar Rock Holding (SRRK) has attracted investor attention recently, with shares last closing at US$46.61 and total return over the past 3 months sitting at 66.17%, following multi year volatility. See our latest analysis for Scholar Rock Holding. The recent 1 day share price return of 5.12% and 30 day share price return of 8.90% sit within a much stronger 90 day share price return of 66.17%. At the same time, the 3 year total shareholder return of 278.33% contrasts with a 5 year total...
NYSE:RXO
NYSE:RXOTransportation

RXO Accounting Leadership Shift Puts Focus On Earnings Quality And Valuation

RXO (NYSE:RXO) has appointed Daniel Morris as its new Chief Accounting Officer. He will succeed current Chief Accounting Officer Jason Kerr, who plans to retire later this year. The change affects a key financial leadership role that is closely watched by investors. RXO, trading at $15.49, combines this executive transition with a mixed recent share performance profile. The stock is up 2.6% over the past week and 20.6% over the past month, while the 1 year return shows a 37.1% decline and...
NYSE:MOD
NYSE:MODBuilding

Is Modine (MOD) Share Price Running Ahead Of Its Earnings Growth Story?

If you are wondering whether Modine Manufacturing's share price actually reflects its value, or if the market is getting ahead of itself, this article is designed to help you make sense of where things stand. The stock last closed at US$196.07, with returns of 32% over 7 days, 39.2% over 30 days, 39.2% year to date, 103.2% over 1 year, a very large return over 3 years of around 7x, and 1,224.8% over 5 years. This naturally raises questions about what is already priced in. Recent coverage...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB) Valuation Check After FDA Breakthrough Therapy Designation For Litifilimab

Biogen (BIIB) is back in focus after the U.S. Food and Drug Administration granted Breakthrough Therapy Designation to its investigational drug litifilimab for cutaneous lupus erythematosus, highlighting renewed regulatory attention on its pipeline. See our latest analysis for Biogen. Biogen’s latest FDA updates come after a 19.93% 90 day share price return and a 25.82% 1 year total shareholder return. However, 3 and 5 year total shareholder returns remain sharply negative, suggesting recent...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Assessing Texas Instruments (TXN) Valuation After Strong Guidance And Data Center Growth Signals

Texas Instruments (TXN) is back in focus after issuing first quarter 2026 guidance that topped analyst expectations, with management highlighting sharp year over year growth in its data center business as a key driver. See our latest analysis for Texas Instruments. The upbeat guidance and data center commentary arrived after a sharp swing in sentiment, with the share price climbing to US$225.01 on the back of a 26.8% year to date share price return and a 41.2% 90 day share price return, while...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

How Investors Are Reacting To Neurocrine Biosciences (NBIX) Launching Phase 2 Trial For Longer-Acting TD Drug

In late January 2026, Neurocrine Biosciences began a Phase 2 randomized, double-blind, placebo-controlled trial of its investigational VMAT2 inhibitor NBI-1065890 in about 100 adults with tardive dyskinesia, measuring changes in Abnormal Involuntary Movement Scale scores over eight weeks. This move extends Neurocrine’s two decades of VMAT2 research and existing FDA-approved valbenazine franchise, aiming to explore potentially longer-acting treatment options for movement disorders. We’ll now...
NYSE:IONQ
NYSE:IONQTech

IonQ’s Vertical Quantum Stack Reshapes Growth Prospects And Investor Tradeoffs

IonQ has moved to become a fully vertically integrated quantum computing company through recent acquisitions. The company has completed its purchase of Skyloom Global and plans to acquire SkyWater Technology. These deals add in house chip manufacturing and secure quantum networking capabilities to IonQ's platform. IonQ, listed as NYSE:IONQ, now combines quantum hardware, chip production, and networking under one roof, aiming to create a tightly controlled technology stack. The shares most...
NYSE:FICO
NYSE:FICOSoftware

Does Fair Isaac's (FICO) New AI Partnership Redefine Its Long-Term Competitive Moat?

In late January 2026, Fair Isaac reported first-quarter fiscal 2026 results with revenue of US$511.96 million and net income of US$158.37 million, reaffirmed its full-year outlook, and announced a global partnership with Tech Mahindra to expand AI-powered decisioning for financial institutions via a new FICO Platform Centre of Excellence. Together with enhancements to its FICO Score 10T mortgage tools, continued share repurchases, and recognition in Gartner’s 2026 Critical Capabilities...
NYSE:MAN
NYSE:MANProfessional Services

Is ManpowerGroup (MAN) Now Trading At An Attractive Price After Recent Share Rebound?

If you are looking at ManpowerGroup and wondering whether the recent share price puts it in bargain or trap territory, you are in the right place to focus on what the current valuation is really telling you. The stock recently closed at US$36.68, with a 20.7% return over the past week and 22.0% over the past month, although the 1 year return sits at a 34.5% decline and the 3 and 5 year returns are 53.6% and 52.9% declines respectively. Recent attention on ManpowerGroup has centered around...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

SHIELD Defense Win And BlueBird 7 Launch Might Change The Case For Investing In AST SpaceMobile (ASTS)

In January 2026, AST SpaceMobile secured a prime contract position on the U.S. Missile Defense Agency’s SHIELD program and announced a late-February New Glenn launch from Cape Canaveral for its next-generation BlueBird 7 satellite, which carries a nearly 2,400-square-foot phased-array for space-based cellular broadband. Together, the SHIELD award and BlueBird 7 mission highlight how AST SpaceMobile’s commercial 4G/5G platform is being adapted for dual-use defense roles such as command,...
NYSE:DVN
NYSE:DVNOil and Gas

Is Devon Energy (DVN) Pricing Reflect Its Mixed Multi Year Share Performance?

If you are wondering whether Devon Energy at around US$40.14 is giving you enough value for the risk you are taking, you are asking the right question. The share price moves over the last year have been mixed, with returns of 3.9% over 7 days, 6.0% over 30 days, 6.0% year to date, 22.2% over 1 year, a 24.6% decline over 3 years, and 177.4% over 5 years. Recent attention on Devon Energy has been driven more by its role in the US oil and gas sector and shifting sentiment toward energy stocks,...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Is It Time To Reconsider Diamondback Energy (FANG) After Recent Valuation Signals

If you are wondering whether Diamondback Energy is priced attractively right now, you are not alone. Many investors are asking if the current share price reflects its underlying value. The stock recently closed at US$158.64, with returns of 3.3% over 7 days, 4.1% over 30 days and year to date, and a 0.8% decline over the last year. The 3 year and 5 year returns sit at 31.2% and 184.3% respectively. Recent market interest has been shaped by company updates and sector headlines that investors...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Is Coupang (CPNG) Pricing Look Attractive After Recent Share Price Decline?

If you are wondering whether Coupang's current share price still reflects its long term potential, this article walks through what the numbers are saying about value today. Coupang's stock most recently closed at US$20.04, with returns of 2.4% over the last 7 days, a 14.2% decline over the last 30 days, a 14.2% decline year to date, and a 15.0% decline over the last year, while the 3 year return sits at 21.4%. Recent attention around Coupang has centered on its position in the South Korean e...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Assessing ASML Holding (NasdaqGS:ASML) Valuation After Its Strong Recent Share Price Momentum

Why ASML Holding (NasdaqGS:ASML) is Back on Many Watchlists ASML Holding (NasdaqGS:ASML) has been getting fresh attention after a strong run in its share price over the past month and past 3 months, prompting investors to reassess what they are paying for its earnings power. See our latest analysis for ASML Holding. The recent move to a US$1,441.39 share price sits alongside a 30 day share price return of 23.85% and a 1 year total shareholder return of 98.77%. This points to strong momentum...
NYSE:HRL
NYSE:HRLFood

A Look At Hormel Foods (HRL) Valuation As Softer Demand Pressures Margins And Earnings

Soft demand, tighter margins put Hormel Foods (HRL) profitability in focus Hormel Foods (HRL) is under pressure as declining unit sales over the past two years, weaker gross margins than peers, and falling earnings per share against roughly flat revenue raise fresh questions about its profit profile. See our latest analysis for Hormel Foods. At a share price of $24.46, Hormel Foods has had a 90 day share price return of 13.35% and a 1 month share price return of 4.57%. Its 1 year total...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Assessing Whether Entegris (ENTG) Shares Look Overvalued After Recent Momentum

Why Entegris is on investors’ radar today Entegris (ENTG) has attracted fresh attention after a strong month, with the share price recently closing at $119.48. That move, paired with its recent return profile, is prompting closer scrutiny from investors. See our latest analysis for Entegris. The recent 33.4% 1 month share price return, alongside a 38.2% 3 month share price return and 20.6% 1 year total shareholder return, points to momentum building around Entegris after a softer period...
NYSE:APTV
NYSE:APTVAuto Components

Aptiv (APTV) Margin Compression To 0.8% Challenges Bullish Earnings Narratives

Aptiv (APTV) has wrapped up FY 2025 with fourth quarter revenue of US$5.2 billion and basic EPS of US$0.64, against a backdrop of mixed earnings across the year. Over recent quarters, the company has seen revenue move between US$4.8 billion and US$5.2 billion per quarter, while basic EPS has swung from a loss of US$1.63 in Q3 2025 to a profit of US$1.80 in Q2 2025 and US$1.14 in Q4 2024. This sets up a story where headline growth sits alongside compressed margins and a hit from one off...