Nexstar (NXST): NXST posted a mixed quarter that keeps the 2026 election tailwind in play while 2025 still looks softer. Revenue was on target, but earnings fell short as political dollars fell, equity income from Food Network eased, and a one-time distribution claim hit margins. Ads were down on the tough political comparison while core […]
Northlake’s models continue to favor mid cap and remain neutral on growth vs. value. The models recommendations and underlying factors reflect an outlook for good market breadth and continued moderate economic growth. This outlook is consistent with our broad diversification for client portfolios that use thematic strategies but do not follow our models. For portfolios […]
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