Getty Images Circle Internet Group, Inc. ( CRCL ) shares ran laps around the bears after the embattled 2025 IPO stock soared following Q4 results. Now down 36% from six months ago, it has matched the dismal performance of the bitcoin ETF ( IBIT ), while sharply lagging both the Information Technology sector ETF ( XLK ) and the now-notorious software ETF ( IGV ). With Q4 numbers and 2026 guidance in hand, I have a Buy rating on the stock. The growth trajectory is uncertain, but the valuation is somewhat encouraging today—even after the 30% post-earnings jump. Technically, CRCL is above its 50-day moving average for the first time since October, with the best momentum since last summer. Of course, with very high volatility, a low position size is prudent. I'll outline my valuation and a look at the technicals. Circle Trading with Bitcoin Since Last Summer StockCharts.com In February, Circle reported a solid set of quarterly results. Q4 GAAP EPS of $0.43 beat the Wall Street consensus target of $0.16, while revenue of $770 million, an impressive 77% from the same period a year earlier, was a material $25 million beat. Its USDC in circulation rose 72% YoY to $75.3 billion , while on-chain transaction volume summed to $11.9 trillion over the October-December period (+247% YoY). Shares rocketed 32% by the following afternoon, a sharp bullish reversal from the 12.2% post-reporting plunge in November. Implied volatility remains intense, near 75%, according to data from Option Research & Technology Services. The $19 billion market cap Information Technology sector company with ties to the banking sector has a high 10.5% short interest, likely contributing to the post-earnings surge. There were also macro implications, as the broader fintech space finally caught a notable bid after Circle’s numbers were absorbed. Looking closer at the quarter that was, Circle delivered a clean beat in Q4, posting adjusted EPS of $0.52 (above the GAAP aforementioned number), while its adjusted...

Nutanix press release ( NTNX ): Q2 Non-GAAP EPS of $0.56 beats by $0.12 . Revenue of $722.8M (+10.4% Y/Y) beats by $13.1M . Q3 revenue consensus of $700.98M, FY26 revenue consensus of $3.23B Fiscal 2026 Outlook Revenue $2.80 - $2.84 billion Non-GAAP Operating Margin 21% to 22% Free Cash Flow $745 - $775 million Click to enlarge Third Quarter Fiscal 2026 Outlook Revenue $680 - $690 million Non-GAAP Operating Margin 16% to 17% Weighted Average Shares Outstanding (Diluted) 3 Approximately 288 million Click to enlarge As of January 31, 2025 2026 (in thousands) Annual Recurring Revenue ( ARR ) (1) $ 2,027,337 $ 2,355,623 Click to enlarge Shares +26% . More on Nutanix Nutanix: Solid FCF Subplot, But Not Very Compelling Otherwise Nutanix, Inc. (NTNX) Presents at 28th Annual Needham Growth Conference Transcript Nutanix, Inc. (NTNX) Presents at Barclays 23rd Annual Global Technology Conference Transcript Nutanix Q2 2026 Earnings Preview Dell, Nutanix in focus as Barclays changes ratings on pair

NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund (“we,” “us,” “our,” “CCIF” or the “Fund”) (NYSE: CCIF) today announced its financial results for its first quarter ending December 31, 2025. The full detailed presentation of the Fund’s first quarter 2026 financial results can be viewed on the Fund’s website ( https://www.carlylecreditincomefund.com/investor-dashboard ).

Full Year Revenue Up 52% and EPS Up 135% Attributable to Acquisition, Integration Nearly Complete, 2026 Outlook Expects YoY Growth in Revenue, Profitability and Free Cash Flow, Significant Opportunities in Growth Initiatives, Offshoring and AI

PHILADELPHIA, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Urban Outfitters, Inc. (NASDAQ:URBN), a leading lifestyle products and services company which operates a portfolio of global consumer brands including the Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly brands, today announced net income of $96.3 million and earnings per diluted share of $1.05 for the three months ended January 31, 2026. For the three months ended January 31, 2026 and 2025, adjusted net income was $130.5 million and $98.1 million, respectively, and adjusted earnings per diluted share were $1.43 and $1.04, respectively. For the year ended January 31, 2026, net income was $464.9 million and earnings per diluted share were $5.06. For the years ended January 31, 2026 and 2025, adjusted net income was $499.2 million and $380.3 million, respectively, and adjusted earnings per diluted share were $5.44 and $4.03, respectively.

- Fourth Quarter Revenues up 5% to $321.1 Million With Net Income of $16.4 Million, or $0.64 per Diluted Share -

FY 2025 Net Sales up 40% to $652.5 Million; Net Income up 15% to $21.3 Million or $4.64 per Share; Non-GAAP Adjusted EBITDA up 8% to $42.9 Million FY 2025 Net Sales up 40% to $652.5 Million; Net Income up 15% to $21.3 Million or $4.64 per Share; Non-GAAP Adjusted EBITDA up 8% to $42.9 Million

Ethos Reports 4Q and FY2025 Financial Results, Delivers 3rd consecutive year of revenue growth greater than 50%. Records full-year revenue of $387.6 Mil.

Dividend 15 Split Corp. Financial Results to November 30, 2025

Achieves 40% Full-Year Revenue Growth, Record Orderbook of $2.2 Billion, Further Expands DuraTrack ® Technology to Global Markets and Guides 2026 Revenue to $1.4 Billion to $1.5 Billion

Magnite Reports Fourth Quarter and Full-Year 2025 Results

Fourth Quarter 2025 Highlights:

TWFG Announces Fourth Quarter and Full Year 2025 Results

STRONG FINANCIAL PERFORMANCE, STRATEGIC PORTFOLIO EXPANSION, AND NEW LONG-TERM PPAS , SUPPORT LONG-TERM GROWTH TARGETS

Dividend Select 15 Corp. Financial Results to November 30, 2025

Lead Smartphone Customer Qualification Progressing Lead Smartphone Customer Qualification Progressing

ALISO VIEJO, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- RxSight, Inc. (NASDAQ: RXST) today reported financial results for the quarter and full year ended December 31, 2025.

Issues 2026 Financial Outlook Issues 2026 Financial Outlook

SAN JOSE, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM), a system of action for modern work, today announced financial results for the fourth quarter and fiscal year ended January 31, 2026.

Meta Platforms, Inc. (NASDAQ: META) today announced that Susan Li, Chief Financial Officer, will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026 at 11:30 a.m. Pacific Time.

Key PointsCava delivered better-than-expected revenue in its fourth-quarter report.

Everpure (NYSE: PSTG), the company revolutionizing storage and data management, today announced financial results for its fiscal fourth quarter and full year 2026 ended February 1, 2026.

Meta to Participate in the Morgan Stanley Technology, Media & Telecom Conference Morningstar

Alexandros Michailidis/iStock Editorial via Getty Images French utility Engie ( ENGIY ) said Wednesday it agreed to acquire electricity distribution network operator UK Power Networks from the CK Group for an equity value of £10.5B (~$14.2B), as it seeks to improve its power network and renewables footprint. Engie ( ENGIY ) said the deal has an enterprise value of ~£15.8B, or ~10x UK Power Networks' estimated 2027 adjusted EBITDA. The company said it plans to finance the deal through ~€5B in debt and hybrid securities and €4B of asset sales, and announced plans to raise up to €3B in equity through an accelerated book build, to support its investment-grade rating. Engie ( ENGIY ) said the acquisition would expand its footprint in the U.K., which is expected to become its second-largest country of activity. More on Engie Engie: 94% Returns Since 2025; Looking At 2026E (Rating Downgrade) Seeking Alpha’s Quant Rating on Engie Financial information for Engie

There is nothing more sickening than seeing unrealized gains in the stock market melt away because you thought about hedging but didn't. Many investors have decided that now is the time to avoid that feeling and are instead hedging by buying protective put options or selling covered calls on the S & P 500 . In fact, so many are doing so that the S & P 500 option market is signaling their extreme pessimism. The danger is these massive hedging trades have now made hedging very expensive, leaving those who aren't able to hedge likely to hit "sell" if stocks show weakness over the next 30 days. Owning put options – which grant the buyer the right to sell an asset at a stated price by a certain date – on a fund reflecting the broad market like the State Street SPDR S & P 500 ETF (SPY) is a way to tactically hedge downside for those investors who think a pullback is likely. Selling covered calls – in which the buyer has the right to purchase an asset that the options seller already owns – on SPY is a way to generate a little yield and get a modicum of protection for those investors who think a rally is unlikely. That means that the relationship between the price of out-of-the-money puts (put options with an exercise price that is below the current market level) and the price of out-of-the-money calls (call options with an exercise price that is above the current market level) is a great signal about investors' expectations for the S & P 500. We call that relationship RiskDex. It's simply the ratio of the normalized price of the 30-day, 1 standard deviation out-of-the-money put option in SPY to the normalized price of the 30-day, 1 standard deviation out-of-the-money call option in SPY. When RiskDex rises that means put options have gotten more expensive relative to call options, and investors are more worried about potential downside than optimistic about upside. Right now, that signal is decidedly bearish, currently sitting at 6.30. It's more bearish than it has been sin...

Sezzle press release ( SEZL ): Q4 Non-GAAP EPS of $1.21 beats by $0.25 . Revenue of $129.87M (+32.2% Y/Y) beats by $2.29M . The company increased FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35, and introduced FY2026 Total Revenue growth guidance of 25% to 30% and Adjusted Net Income 1 guidance of $170.0 million. Shares +15% . More on Sezzle Sezzle: A Declining Stock, Not A Declining Business Sezzle: Volatility Provides Opportunity In BNPL Sezzle: Leaner, Profitable, And Positioned For The BNPL Rebound Sezzle Q4 2025 Earnings Preview Sezzle appoints new CFO

JHVEPhoto Jefferies Financial Group ( JEF ) was sued by investors in one of its funds over losses related to its holdings in First Brands Group, an auto parts supplier that filed for bankruptcy amid an alleged multibillion-dollar fraud scheme, according to a media report on Wednesday. Two British Virgin Islands investment companies sued Jefferies' ( JEF ) Leucadia Asset Management unit and its Point Bonita Capital trade-finance fund, alleging that they defrauded them by misrepresenting the terms of their purchase of First Brands receivables, Bloomberg News reported, citing the claims made in the lawsuit. Brothers Patrick and Edward James, who ran First Brands, were indicted in January by federal prosecutors who allege that the two faked and inflated invoices for accounts receivable, falsified financial statements, hid liabilities from lenders, and triple-pledged loan collateral, the article said. Peter Andrew Brumbergs, another First Brands executive, pled guilty to his role in the scheme and is cooperating with prosecutors. Point Bonita had bought ~$715M in First Brands receivables, Jefferies disclosed in October. In later court filings, the company said they and other factoring firms were the victims of fraud. The investors who filed the suit — Eugenia II Investment Holding Ltd. and Eugenia III Investment Holdings Ltd. — said they invested $25M in Point Bonita. They said they were told that Point Bonita would be directly paid by First Brands' invoice obligors. "Jefferies unequivocally did not engage in fraud," a company spokesman told Bloomberg. "We will vigorously defend against these specious claims and expect to prevail on the merits. A spokesperson for Patrick James told Bloomberg that he didn't engage in misconduct and he denies the allegations. More on Jefferies Financial Group Jefferies Financial Continues To Be A Bullish Case, Ahead Of Upcoming Earnings Call Jefferies Financial Group announces pricing of $1.5B senior notes due 2036 Jefferies Financial stoc...

格隆汇2月26日｜塞尔维亚副总理兼内务部长达契奇因健康问题已入院接受治疗。初步信息显示，达契奇病情危重，已插管并使用呼吸机。

Stock market today: Dow, S&P 500, Nasdaq rally on tech jolt as Nvidia earnings loom Yahoo Finance

chameleonseye/iStock Editorial via Getty Images I look at PayPal ( PYPL ), and I see a company that’s been beat up so badly that its valuation is screaming permanent decline. It’s got a market capitalization of about $40 billion and an adjusted free cash flow of about $6.4 billion in FY2025. So, you’re buying a payments business for a single-digit multiple that still managed to drive $1.8 trillion of total payment volume last year. That’s not normal, and the market rarely gives you not normal without a catch. The catch, however, is obvious. The core PayPal-branded checkout business is losing steam at precisely the wrong time, when the industry is getting ruthless. On the Q4 FY2025 call, they finally admitted that execution was slow, product rollouts were slower than anticipated, and their online branded checkout TPV actually grew just 1% on a currency-neutral basis during the quarter. This is not a rounding error; this is the business model’s center of gravity shaking. However, this is not a liquidity or balance sheet story. I believe this is a story about confidence, and that’s precisely what the board was trying to reset by changing CEOs and announcing that 2026 is going to be a rebuilding year. What FY2025 Proved More importantly, PayPal’s supporting businesses performed well and showed real underlying strength. If I take out the stock price chart and simply look at the operating metrics, I see that FY2025 was not a falling-off-the-cliff story. Revenue reached $33.2 billion , and EPS was $5.31 . The company also spent $6 billion of capital buying back shares and instituted a dividend, which was small but symbolic. Venmo revenue increased 20% to $1.7 billion and now has over 100 million active accounts with 67 million active monthly users. Enterprise Payments saw double-digit volume growth resume in the fourth quarter, with margin expansion driven by pricing discipline and an increasing attach rate of value-added services, which now has 16 services available to me...