Score a massive $350 saving on an AMD Ryzen 7 9850X3D with 32GB of DDR5 RAM, now just $650 — epic Newegg combo matches the world’s fastest gaming CPU with high-speed memory for your next gaming PC build Tom's Hardware
Score a massive $350 saving on an AMD Ryzen 7 9850X3D with 32GB of DDR5 RAM, now just $650 — epic Newegg combo matches the world’s fastest gaming CPU with high-speed memory for your next gaming PC build Tom's Hardware
A 10% levy has been put in place, but the US leader has other economic ‘bazookas’ he can fire in his trade battle Trump’s new 10% global tariff comes into effect Business live – latest updates Donald Trump did not carry through his threat to introduce 15% tariffs overnight. However, he did impose 10% tariffs on imports into the US on Tuesday , and the threatened 15% may be the least of his trade p...
A 10% levy has been put in place, but the US leader has other economic ‘bazookas’ he can fire in his trade battle Trump’s new 10% global tariff comes into effect Business live – latest updates Donald Trump did not carry through his threat to introduce 15% tariffs overnight. However, he did impose 10% tariffs on imports into the US on Tuesday , and the threatened 15% may be the least of his trade partners’ worries. Pharma and active ingredients. Processed critical minerals. Commercial aircraft and jet engines. Polysilicone used in solar panels and semiconductors. Drones. Wind turbines. Robots. PPE and medical devices. Continue reading...
Orthofix Medical Inc. press release ( OFIX ): Q4 GAAP EPS of -$0.06 beats by $0.13 . Revenue of $219.91M (+2.0% Y/Y) beats by $1.2M and non-GAAP pro forma net sales of $218.6 million, excluding sales from M6 discs, representing an increase of 2% on a reported basis and 3% on a non-GAAP pro forma constant currency basis compared to fourth quarter 2024. Fourth quarter 2025 reported net loss of $(2.2...
Orthofix Medical Inc. press release ( OFIX ): Q4 GAAP EPS of -$0.06 beats by $0.13 . Revenue of $219.91M (+2.0% Y/Y) beats by $1.2M and non-GAAP pro forma net sales of $218.6 million, excluding sales from M6 discs, representing an increase of 2% on a reported basis and 3% on a non-GAAP pro forma constant currency basis compared to fourth quarter 2024. Fourth quarter 2025 reported net loss of $(2.2) million and non-GAAP pro forma adjusted EBITDA of $29.2 million, with non-GAAP pro forma adjusted EBITDA margin expanding approximately 230 basis points compared to reported non-GAAP adjusted EBITDA margin for fourth quarter 2024 Standout quarter of robust free cash flow generation—$16.8 million in fourth quarter 2025 Business Outlook The Company is providing full-year 2026 guidance as follows: Net sales expected to range between $850 million to $860 million vs. $862.76M consensus . The Company’s expected net sales represent implied year-over-year pro forma constant currency growth of approximately 5.5% at the midpoint of the range. This guidance range is based on current foreign currency exchange rates and does not take into account any additional potential exchange rate changes that may occur this year. Non-GAAP adjusted EBITDA expected to be $95 million to $98 million. This represents 70 basis points of non-GAAP adjusted EBITDA margin expansion at the midpoint of the range compared to 2025. Free cash flow expected to be positive for full-year 2026, excluding the impact of any potential legal settlements. More on Orthofix Medical Inc. Seeking Alpha’s Quant Rating on Orthofix Medical Inc. Historical earnings data for Orthofix Medical Inc. Financial information for Orthofix Medical Inc.
OTP Bank Nyrt ., Hungary’s largest lender, is honing in on central Asia for acquisitions as it seeks to replicate an expansion strategy that’s made it the second-biggest bank in eastern Europe. OTP is looking to expand further east after its purchase 2023 purchase of Ipoteka Bank in Uzbekistan, according to Peter Csanyi , who took over as group chief executive officer last year from his father, Sa...
OTP Bank Nyrt ., Hungary’s largest lender, is honing in on central Asia for acquisitions as it seeks to replicate an expansion strategy that’s made it the second-biggest bank in eastern Europe. OTP is looking to expand further east after its purchase 2023 purchase of Ipoteka Bank in Uzbekistan, according to Peter Csanyi , who took over as group chief executive officer last year from his father, Sandor, who remains chairman. “We like central Asia, it has been on our radar because of the strong fundamentals,” Csanyi said in an interview with Bloomberg on Feb. 19. “As we got more familiar with the region, we see a lot more opportunities.” Though Csanyi didn’t specify, OTP management and the Kazakh government have been in talks about a potential market entry by the Hungarian lender, according to the Kazakh embassy in Budapest. OTP Deputy CEO Laszlo Wolf met Ambassador Abzal Saparbekuly on Jan. 15 in Budapest to discuss “opportunities for Hungarian companies in Kazakhstan,” according to an embassy statement on X. Based on market capitalization, OTP is by now the second-largest bank in the central and eastern European region behind Austria’s Erste Group Bank AG, following more than two decades of acquisitions. The Hungarian lender is present in 11 countries, including in Russia and Ukraine, with units abroad now contributing more than 75% of its profit. Key purchases for OTP included buying Slovenia’s second-largest lender for about $1 billion in 2021 from Apollo Global Management LLC. In 2018 and 2019, OTP bought the units of Societe Generale SA in Albania, Bulgaria, Serbia, Moldova, Montenegro and Slovenia. The strategy of late has been to expand in markets where OTP can be among the top banks and to sell smaller units where economies of scale can’t be achieved, as was the case in Romania in 2024. The growth has been reflected in OTP’s share price, which has quadrupled in the past four years. The stock rose to an all-time-high at 41,890 forint earlier in February, inclu...
Seeking Alpha More on American Tower American Tower: The Turnaround May Already Be Underway American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive American Tower Is Signaling Future Upside American Tower FFO of $2.63 beats by $0.26, revenue of $2.74B beats by $50M American Tower Q4 preview: What to expect
Seeking Alpha More on American Tower American Tower: The Turnaround May Already Be Underway American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive American Tower Is Signaling Future Upside American Tower FFO of $2.63 beats by $0.26, revenue of $2.74B beats by $50M American Tower Q4 preview: What to expect
Sotera Health press release ( SHC ): Q4 Non-GAAP EPS of $0.26 beats by $0.02 . Revenue of $259.04M (+8.5% Y/Y) misses by $41.63M . Full-Year 2026 Outlook Net revenues in the range of $1.233 billion to $1.251 billion vs. $1.23B consensus, representing constant currency growth of 5.0% to 6.5% and an estimated 100bps foreign currency benefit Adjusted EBITDA in the range of $632 million to $641 millio...
Sotera Health press release ( SHC ): Q4 Non-GAAP EPS of $0.26 beats by $0.02 . Revenue of $259.04M (+8.5% Y/Y) misses by $41.63M . Full-Year 2026 Outlook Net revenues in the range of $1.233 billion to $1.251 billion vs. $1.23B consensus, representing constant currency growth of 5.0% to 6.5% and an estimated 100bps foreign currency benefit Adjusted EBITDA in the range of $632 million to $641 million, representing constant currency growth of 5.5% to 7.0% and an estimated 100bps foreign currency benefit Interest expense in the range of $135 million to $145 million Tax rate applicable to Adjusted Net Income (1) in the range of 27.0% to 29.0% Adjusted EPS in the range of $0.93 to $1.01 vs. $0.94 consensus A weighted-average fully diluted share count in the range of 289 million to 291 million shares Capital expenditures in the range of $175 million to $225 million Shares +1.5% PM. More on Sotera Health Sotera Health: A Predictable And Growing Business Sotera Health Company (SHC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Sotera Health Historical earnings data for Sotera Health Financial information for Sotera Health
The Russo brothers produce a swashbuckling and often gory tale of 19th century buccaneers in the Caribbean In a recent interview to promote her new film The Bluff, Priyanka Chopra Jonas put her pivot to Hollywood down to feeling “limited” by the Bollywood industry that first made her a star. In the decade since she began focusing on American film roles, it’s been hard to work out exactly what Chop...
The Russo brothers produce a swashbuckling and often gory tale of 19th century buccaneers in the Caribbean In a recent interview to promote her new film The Bluff, Priyanka Chopra Jonas put her pivot to Hollywood down to feeling “limited” by the Bollywood industry that first made her a star. In the decade since she began focusing on American film roles, it’s been hard to work out exactly what Chopra Jonas was being held back from. Aside from an acclaimed turn in 2021’s Bafta -nominated The White Tiger , the actor and sometime Pitbull collaborator has generally favored mindless, straight-down-the middle entertainment such as the Céline Dion-centered rom-com Love Again and the insipid spy series Citadel. I couldn’t get through the pilot of the latter, but it is Amazon Prime’s second most-watched show of all time. The Bluff marks a return to Chopra Jonas in action heroine mode, 10 years after her western breakout TV show Quantico. The twist? This time, she is a 19th century pirate. Her character Ercell “Bloody Mary” Bodden grew up sailing the seven seas, but when we meet her she has long left her swashbuckling ways behind her. She lives an idyllic life on Cayman Brac, settled in a town with conch shell-lined walkways and where her neighbors happily cook up turtle soup for their colonial masters. She can still jerryrig a machete in five seconds flat, but these days it is used to chop down coconuts for her young family. Ercell is anxiously waiting for her husband TH ( The Rings of Power ’s Ismael Cruz Córdova) to return from sea, not knowing that he has been kidnapped by captain Connor ( Star Trek ’s Karl Urban ), her former mentor and one of the most fearsome pirates of them all. Continue reading...
First Watch Restaurant press release ( FWRG ): Q4 GAAP EPS of $0.24 beats by $0.17 . Revenue of $316.4M (+20.2% Y/Y) in-line. System-wide sales increased 16.1% to $353.1 million in Q4 2025 from $304.1 million in Q4 2024 Same-restaurant sales growth of 3.1% Same-restaurant traffic growth of negative 1.9% The Company provides the following outlook for the 52-week fiscal year ended December 27, 2026:...
First Watch Restaurant press release ( FWRG ): Q4 GAAP EPS of $0.24 beats by $0.17 . Revenue of $316.4M (+20.2% Y/Y) in-line. System-wide sales increased 16.1% to $353.1 million in Q4 2025 from $304.1 million in Q4 2024 Same-restaurant sales growth of 3.1% Same-restaurant traffic growth of negative 1.9% The Company provides the following outlook for the 52-week fiscal year ended December 27, 2026: Same-restaurant sales growth to be between 1% to 3% Total revenue growth of 12%-14% Adjusted EBITDA in the range of $132 million to $140 million Total of 59 to 63 new system-wide restaurants, not including 3 company-owned restaurant closures (53 to 55 new company-owned restaurants and 9 to 11 new franchise-owned restaurants) Capital expenditures in the range of $150.0 million to $160.0 million invested primarily in new restaurant projects and planned remodels The Company reiterates its long-term annual financial targets as follows: Percentage unit growth in the low double digits Same-restaurant sales growth of ~3.5% Restaurant sales growth in the mid-teens Adjusted EBITDA percentage growth in the mid-teens More on First Watch Restaurant First Watch Restaurant: A Progress Check 5 Years Post-IPO First Watch Is A Good Deal Right Now First Watch gains after saying at ICR that its restaurant pipeline is strong Seeking Alpha’s Quant Rating on First Watch Restaurant Historical earnings data for First Watch Restaurant
Welcome to our guide to the commodities driving the economy. Today, energy correspondents Stephen Stapczynski and Ruth Liao reflect on a decade of American LNG exports and how supplies have reshaped global gas markets. On this day 10 years ago, the US liquefied and shipped its first cargo of shale gas in the modern era. The decade since that Brazil-bound shipment left Cheniere Energy Inc.’s Sabine...
Welcome to our guide to the commodities driving the economy. Today, energy correspondents Stephen Stapczynski and Ruth Liao reflect on a decade of American LNG exports and how supplies have reshaped global gas markets. On this day 10 years ago, the US liquefied and shipped its first cargo of shale gas in the modern era. The decade since that Brazil-bound shipment left Cheniere Energy Inc.’s Sabine Pass terminal in Louisiana has transformed global energy markets. By 2023, the US had flipped from a net importer to the world’s biggest exporter of liquefied natural gas. That already gives American LNG — once labeled “ Freedom Gas ” by the first Trump administration — outsized geopolitical and commercial clout. Its importance is poised to grow further as new export projects come online. The surge in US shipments has blunted Russia’s ability to weaponize gas against Europe. It has handed President Donald Trump leverage in trade negotiations, while transforming LNG from a once-rigid business to a far more liquid global market — one that increasingly resembles oil. What sets American LNG apart is its flexibility. Cargoes are sold primarily on a free-on-board basis, meaning buyers take ownership at the export terminal and can ship the fuel to wherever prices are highest (by contrast, suppliers like Qatar tend to deliver LNG directly to the buyer’s import terminal). This has led traditional buyers, like Japan or China , to function essentially as traders — a trend supported by a proliferation of trading desks in Singapore and London with a key purpose of handling US gas. Demand is also growing. Around the world, gas is emerging as the fuel of choice to complement intermittent renewables — and LNG is the agile form that can easily be moved across borders without construction of huge pipelines. Today, roughly a quarter of global LNG supply comes from the US. By 2030 — with a wave of new projects launching exports — that share is projected to climb to about a third, according to...
AxoGen press release ( AXGN ): Q4 Non-GAAP EPS of $0.07 misses by $0.03 . Revenue of $59.9M (+21.3% Y/Y) in-line. We expect 2026 revenue growth to be at least 18%, or $265.7 million vs $259.53M consensus, for the full-year and gross margin to be in the range of 74% to 76%. Additionally, we expect to be free cash flow positive for the full-year. Shares -11% PM. More on AxoGen Axogen, Inc. (AXGN) Pr...
AxoGen press release ( AXGN ): Q4 Non-GAAP EPS of $0.07 misses by $0.03 . Revenue of $59.9M (+21.3% Y/Y) in-line. We expect 2026 revenue growth to be at least 18%, or $265.7 million vs $259.53M consensus, for the full-year and gross margin to be in the range of 74% to 76%. Additionally, we expect to be free cash flow positive for the full-year. Shares -11% PM. More on AxoGen Axogen, Inc. (AXGN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Avance Nerve Graft FDA Verdict Approaches, Why Investors Are Watching Axogen AxoGen Q4 2025 Earnings Preview Axogen stock dips after pricing $124M offering Seeking Alpha’s Quant Rating on AxoGen
Option Care Health press release ( OPCH ): Q4 Non-GAAP EPS of $0.46 misses by $0.01 . Revenue of $1.47B (+8.9% Y/Y) beats by $10M . Adjusted EBITDA of $126.0 million, up 3.7% Full Year 2026 Financial Guidance For the full year 2026, Option Care Health expects to deliver the following financial results: Net revenue of $5.8 billion to $6.0 billion vs. $5.98B consensus. Adjusted diluted earnings per ...
Option Care Health press release ( OPCH ): Q4 Non-GAAP EPS of $0.46 misses by $0.01 . Revenue of $1.47B (+8.9% Y/Y) beats by $10M . Adjusted EBITDA of $126.0 million, up 3.7% Full Year 2026 Financial Guidance For the full year 2026, Option Care Health expects to deliver the following financial results: Net revenue of $5.8 billion to $6.0 billion vs. $5.98B consensus. Adjusted diluted earnings per share of $1.82 to $1.92 vs. $1.48 consensus Adjusted EBITDA of $480 million to $505 million Cash provided by operating activities of at least $340 million More on Option Care Health Option Care Health: Portfolio Transformation Will Be Painful But The Growth Story Is Not Over Yet Option Care Health, Inc. (OPCH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Option Care Health, Inc. (OPCH) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Option Care Health Q4 2025 Earnings Preview Biggest stock movers Tuesday: RVTY, TVTX and more
Wirestock/iStock via Getty Images By Bob Herr What you need to know The agenda is being reset for US shareholder meetings in 2026. Regulatory shifts have led to a steep decline in overall shareholder proposals, while governance issues are becoming the biggest battleground. As companies gain new power to block shareholder proposals, investors may turn to other routes to make their voices heard. Res...
Wirestock/iStock via Getty Images By Bob Herr What you need to know The agenda is being reset for US shareholder meetings in 2026. Regulatory shifts have led to a steep decline in overall shareholder proposals, while governance issues are becoming the biggest battleground. As companies gain new power to block shareholder proposals, investors may turn to other routes to make their voices heard. Research-driven independence and a focus on governance fundamentals can guide investors through a changing environment. Change is in the air as the 2026 US proxy voting season begins. Regulatory shifts and new voting dynamics will challenge investment firms to remain principled in their approach to stewardship. The proxy pendulum is swinging. After several years in which environmental and social issues gained prominence, governance matters such as director elections and executive compensation have reentered the spotlight. This year, ballots will be cast amid significant regulatory and legal moves. Proxy advisory firms are under intense scrutiny, while state and federal laws and enforcement actions have added layers of complexity to governance decision-making. We believe investment firms should enter proxy season with eyes wide open: aware of what’s changing yet guided by a materiality-based framework to vote independently with conviction. Regulatory and Legal Landscape Is Evolving From 2020 to 2024, the number of shareholder proposals increased steadily, fueled by growing interest in the ‘E’ and ‘S’ issues of the environment, social and governance (ESG) mix. This year’s proxy season begins after a whirlwind 2025, driven by a series of moves impacting shareholder proposals. Perhaps the most significant regulatory move will empower companies to have more control of the agenda. During 2025, the US Securities and Exchange Commission (SEC) issued new guidance and decisions that alter the dynamics of the proxy voting process. First, the SEC said it would allow issuers to more easily...