U.S. Media Stock News

NYSE:ROL
NYSE:ROLCommercial Services

Is It Too Late To Consider Rollins (ROL) After Its Strong Multi Year Run?

If you are wondering whether Rollins at around US$60.51 is still a solid pick or starting to look stretched, you are not alone in questioning what you are really paying for here. The share price has seen mixed moves recently, with a 0.7% return over the last 7 days, a 3.8% decline over 30 days, a 2.5% return year to date, and a 19.2% return over 1 year, while the 3 year and 5 year returns sit at 78.7% and 92.5% respectively. Those returns have kept Rollins on many investors' watchlists, and...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

A Look At Casey’s General Stores (CASY) Valuation After Strong Recent Share Price Momentum

Why Casey's General Stores Stock Is Drawing Investor Attention Casey's General Stores (CASY) is back on many watchlists after a recent move in its share price, with investors weighing its current valuation against reported revenue and net income figures. The company reports revenue of US$16.97b and net income of US$607.10m, providing a snapshot of its current scale and profitability. With a value score of 1 and an indicated intrinsic discount of 2.9%, some investors are reassessing how the...
NasdaqGM:MVIS
NasdaqGM:MVISElectronic

MicroVision (MVIS) Valuation Check As Lidar Update And New Convertible Notes Draw Fresh Attention

MicroVision (MVIS) has drawn fresh attention after outlining a business update and fireside chat on its lidar plans, alongside new zero coupon convertible note offerings and an exchange offer tied to 2028 maturities. See our latest analysis for MicroVision. The recent 8.78% 1 day share price return to US$0.8721 and 15.48% 7 day share price return suggest short term momentum has picked up. However, the 1 year total shareholder return of 33.43% and 5 year total shareholder return of 94.85%...
NYSE:SPHR
NYSE:SPHREntertainment

How Sphere’s Swing to Full-Year Profitability Will Impact Sphere Entertainment (SPHR) Investors

Sphere Entertainment Co. recently reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$394.28 million and net income of US$64.74 million, and full-year sales of US$1.22 billion alongside net income of US$33.41 million, marking a move to profitability versus losses a year earlier. The earnings release highlighted a sharp improvement in earnings per share from continuing operations, with diluted EPS turning from a loss of US$9.77 to a profit of US$0.74 for the...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Will Philadelphia Talc Verdict Reshape Johnson & Johnson's (JNJ) Legal Overhang and Earnings Resilience Narrative?

Recently, a Philadelphia jury found Johnson & Johnson liable in a talc ovarian cancer case, awarding US$250,000 in compensatory and punitive damages over alleged product liability, failure to warn, and negligence tied to decades-long talc use. This verdict, the first plaintiff win in Philadelphia’s revived talc mass tort and against the backdrop of tens of thousands of related lawsuits, may influence future legal tactics, potential settlement discussions, and broader perceptions of Johnson &...
NYSE:TREX
NYSE:TREXBuilding

Assessing Trex (TREX) Valuation After Recent Share Price Rebound

Recent price move puts Trex Company (TREX) back in focus Trex Company (TREX) shares rose about 3% in the latest session, drawing fresh attention to how the stock’s recent pullback and longer term returns compare with the underlying business results. See our latest analysis for Trex Company. That 2.9% 1 day share price return comes after a softer patch, with a 7 day share price return of 2.13% and 30 day share price return of 2.59%. Longer term total shareholder returns of 33.57% over 1 year...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre Balances Q4 Growth With Margin Pressure As Mercado Pago Expands

MercadoLibre (NasdaqGS:MELI) reported strong Q4 2025 revenue and user growth, supported by its core e-commerce and fintech operations. Mercado Pago saw an increase in payment volume and a larger credit portfolio, reinforcing its role within the broader business. AI powered advertising and gains in market share in Brazil and Mexico contributed to wider revenue diversification. Profitability faced headwinds, and earnings per share did not match expectations, even as operational metrics...
NYSE:PL
NYSE:PLProfessional Services

Is Planet Labs (PL) Quietly Repositioning Its Government Strategy With New European Security Advisors?

Earlier this month, Planet Labs PBC announced at the 2026 Munich Security Conference that it had formed a European Advisory Board and a Defense and Intelligence Advisory Board, bringing together former senior European leaders, defense officials, and intelligence chiefs to guide its expansion and national security offerings. This move, alongside its recent partnership with AXA’s Digital Commercial Platform to feed satellite data into AI-powered disaster risk tools, highlights Planet’s push to...
NYSE:CCS
NYSE:CCSConsumer Durables

Century Communities Openings Test Growth Story In Colorado And Arizona

Century Communities (NYSE:CCS) announced the grand opening of Bella Vista in Lochbuie, Colorado. The company also launched two new residential communities in the Phoenix Metro area, Skyline Village and Montana Vista. The new communities feature modern amenities and a range of floor plans aimed at a variety of homebuyers. Century Communities, a public homebuilder focused on residential developments, is adding fresh inventory in Colorado and Arizona with these openings. For investors and...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

Is United States Antimony’s (UAMY) Conference Spotlight Reframing Its Role In Critical Minerals?

United States Antimony Corporation recently presented at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Hollywood, Florida, with CEO and Chairman Gary C. Evans outlining the company’s position in the antimony and critical minerals space. This appearance offers investors a timely window into how management is framing its recent expansion across Montana, Alaska, and Ontario within the broader critical minerals conversation. Next, we’ll examine how this high-profile BMO...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Is Affirm (AFRM) Using Its Lowe’s Partnership to Redefine Everyday Retail Financing?

Affirm Holdings and Lowe's previously announced a partnership that brings Affirm's transparent biweekly and monthly payment plans, including 0% APR options subject to eligibility, to Lowe's online store and mobile app while also featuring Lowe's prominently in the Affirm marketplace. This collaboration meaningfully broadens Affirm's access to home improvement shoppers and highlights how its no-late-fee, upfront-cost model is being integrated into everyday retail spending. We’ll now examine...
NYSE:DLR
NYSE:DLRSpecialized REITs

Will Record AI Leasing and Routine Dividends Change Digital Realty Trust's (DLR) Investment Narrative?

Digital Realty Trust recently declared first-quarter 2026 cash dividends, including US$1.22 per common share and scheduled payments on its Series J, K, and L preferred shares, all to holders of record as of March 13 and paid on March 31. These routine dividend affirmations came alongside management highlighting record leasing activity driven by AI and cloud-related demand, reinforcing the importance of Digital Realty’s data center footprint in supporting increasingly data‑intensive...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Is Hancock Whitney (HWC) Still Attractive After Strong Multi Year Share Price Gains?

If you are wondering whether Hancock Whitney is still good value after its recent run, the stock's current setup makes a closer look at its valuation especially relevant. The share price sits at US$67.67, with returns of 5.0% year to date and 23.9% over the last year, in addition to longer term gains of 50.7% over 3 years and 95.7% over 5 years. However, the stock has seen a 4.4% decline over the past week and a modest 0.7% move over the past month. Recent coverage of Hancock Whitney has...
NYSE:CW
NYSE:CWAerospace & Defense

Should Curtiss-Wright’s Strong Q4 and Upgraded 2026 Outlook Require Action From CW Investors?

Curtiss-Wright reported its fourth-quarter and full-year 2025 results earlier this month, with revenue rising to US$946.98 million in Q4 and US$3.50 billion for the year, alongside higher net income and earnings per share from continuing operations. The company also issued 2026 guidance calling for higher total sales, operating income, and diluted EPS, indicating management’s confidence in converting its record backlog and segment momentum into further operational gains. We'll now examine...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

NorthWestern Energy Group (NWE) Valuation Check After Recent Share Price Momentum

Event context and recent performance NorthWestern Energy Group (NWE) has been getting fresh attention after recent share price moves, with the stock last closing at $69.42. That puts recent returns for the utility ahead of its year to date pace. Over the past month, the stock shows a 4.4% return, compared with a 1.7% return over the past 3 months and a 7.2% gain year to date. On a longer view, total return figures stand at 32.5% for the past year, 38.7% over 3 years, and 46.5% over 5...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Paramount Skydance Bid Puts Warner Bros. Discovery Merger Terms Under Review

Paramount Skydance has raised its acquisition bid for Warner Bros. Discovery (NasdaqGS:WBD), intensifying a takeover contest. The new offer has led the Warner Bros. Discovery board to formally revisit its existing merger agreement with Netflix. The board still backs the Netflix deal but is engaging with Paramount Skydance and assessing whether the revised proposal is superior. The outcome will depend on board review, regulatory scrutiny, and shareholder votes that could reshape the global...
NYSE:RL
NYSE:RLLuxury

A Look At Ralph Lauren (RL) Valuation After Recent Share Price Gains

Ralph Lauren stock snapshot after recent gains Ralph Lauren (RL) has recently drawn attention after a 2.5% move over the past day, adding to more modest gains over the past week and month as investors reassess the apparel group. With shares last closing at $374.13 and total return over the past year at 41.3%, readers are starting to weigh what this price now reflects about the company’s earnings profile, the balance between growth and profitability, and current valuation signals. See our...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

How Investors May Respond To Freshworks (FRSH) Analyst Caution Amid Tech Relief Rally and Optimism

In recent days, Freshworks, a sales and customer support software provider, saw its shares react to a mix of cautious analyst sentiment and a broader tech-sector rebound following improved economic data and rising consumer confidence. While several brokers have become more cautious on Freshworks, investor interest has been supported by renewed optimism toward software names during a relief rally tied to stronger macro indicators. Now we’ll examine how this cautious analyst tone, alongside...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

A Look At TransMedics Group (TMDX) Valuation After Earnings Beat And Growth Guidance

TransMedics Group (TMDX) has drawn fresh attention after reporting fourth quarter and full year 2025 results that exceeded analyst expectations, along with 2026 revenue guidance and expansion plans across its transplant platform. See our latest analysis for TransMedics Group. After a sharp run over the past year, with a 1 year total shareholder return of 88.74%, the recent 12.30% year to date share price return and shorter term gains around the latest earnings and 2026 guidance suggest...
NYSE:NVO
NYSE:NVOPharmaceuticals

CagriSema Trial Miss Leaves Novo Nordisk Obesity Outlook Under Scrutiny

Novo Nordisk's next generation obesity candidate CagriSema did not match Eli Lilly's tirzepatide in the pivotal phase 3 REDEFINE 4 head to head trial. The trial did not meet its primary endpoint, raising questions about CagriSema's commercial potential in the weight loss drug market. The result has sharpened focus on Novo Nordisk's future positioning in obesity treatments and its ability to compete with Eli Lilly. For investors watching NYSE:NVO, this setback comes at a time when...
NYSE:FIGS
NYSE:FIGSLuxury

A Look At FIGS (FIGS) Valuation After Strong One Year Return And Overvaluation Narrative

FIGS stock snapshot after recent trading move FIGS (FIGS) shares have seen mixed short term performance, with a roughly 0.5% move over the past day, about 7% gain over the past week, and a small decline over the past month. Over the past 3 months, the stock shows a return of about 13%, while the 1 year total return is close to 99%. Year to date, FIGS is down around 4%, giving investors a wide range of recent outcomes to weigh. See our latest analysis for FIGS. At a share price of US$10.96,...
NYSE:DELL
NYSE:DELLTech

Dell Deepens Unisys And McLaren Ties To Expand AI Reach

Dell Technologies renewed and expanded its partnership with Unisys to deliver advanced Device Subscription Services for digital transformation. The company also extended its role as McLaren Racing's Official Innovation Partner, supporting the Formula 1 team with AI infrastructure and PCs. These agreements broaden Dell's presence in enterprise device management, edge and IoT, and elite motorsports and esports technology. Dell Technologies, listed on NYSE:DELL, is drawing attention as it...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Is Expert Backing Of LUMIFY’s Safety Profile Quietly Shaping Bausch + Lomb’s Consumer Strategy (BLCO)?

In February 2026, Bausch + Lomb announced that the journal Ophthalmology and Therapy had published a global narrative review on noninfectious conjunctival hyperemia, highlighting rising ocular redness linked to digital lifestyles and emphasizing LUMIFY Redness Reliever eye drops and a preservative-free brimonidine tartrate formulation as differentiated management options with favorable safety profiles. The review not only connects eye redness to comfort and psychosocial concerns in a...
NYSE:WOR
NYSE:WORMachinery

Has Worthington Enterprises (WOR) Recent 34% Rally Left Further Upside In The Shares

If you are wondering whether Worthington Enterprises is attractively priced or already fully valued, you are not alone. This article is built to unpack that question in a clear, step by step way. The stock recently closed at US$56.34, with returns of 6.3% over 30 days and 33.9% over 1 year. These moves may have changed how investors view its growth potential and risk profile. Recent coverage around Worthington Enterprises has focused on its position within the capital goods space and on how...