Earnings Call Insights: Haverty Furniture Companies, Inc. (HVT) Q4 2025 Management View Steven Burdette, President and CEO, highlighted that Haverty achieved its second consecutive quarter of positive comparable sales, with Q4 net sales at $201.9 million, up 9.5% and comps up 8.2%. He noted, "Our net sales for Q4 were $201.9 million, which was up 9.5% with comps up 8.2%. Total written sales were up 3.5% with comps up 3.2%." Burdette also pointed to strong average ticket growth, especially in the design business, and announced plans for five new stores in 2026, including entry into Pennsylvania—its 18th state—with an opening in North Pittsburgh. "We are excited to announce today that we will be entering Pennsylvania, which will be our 18th state. We will open in Q4 in North Pittsburgh across from the Ross township mall." Burdette addressed inventory and tariff updates, saying, "At year-end, our inventories were up $12.7 million versus last year to $96.2 million. We do expect to see this drop over the next 6 months as we had to get in front of some of the most recent tariffs in Q4 with our inventory purchases and new product arrivals." Major store investments are expected, with a CapEx budget of $33.5 million for 2026 to support five new openings, four remodels, and refreshing mattress/design areas in about 35% of stores. Richard Hare, EVP and CFO, stated, "Net sales were $201.9 million, a 9.5% increase over the prior year quarter. Comparable store sales were up 8.2% over the prior year period. Our gross profit margin decreased 150 basis points to 60.4% from 61.9%. Excluding the impact of the $3.9 million LIFO expense... our adjusted gross profit margin increased 100 basis points to 62.4% from 61.4%." Outlook Richard Hare reported, "We expect our gross margins for 2026 to be between 60.5% and 61%. We anticipate gross profit margins will be impacted by our current estimates of product freight and LIFO expenses. Our fixed and discretionary type SG&A expenses for 2026 ar...

Earnings Call Insights: American Tower Corporation (AMT) Q4 2025 Management View CEO Steven Vondran highlighted "a great year and an excellent fourth quarter," emphasizing "attributable AFFO per share as adjusted growth of 8%, including over 13% growth in the fourth quarter." Vondran pointed to robust leasing demand across the tower and data center businesses and noted improved earnings quality, capital redeployment toward developed markets, and bringing leverage back within the target range. Vondran outlined three priorities for 2026: driving durable revenue growth, operational efficiency, and disciplined capital allocation. He stated, "We anticipate carriers will densify their networks not only to meet the capacity demands of 5G, but also to plan ahead for the 6G cycle." He also addressed the DISH default, saying, "DISH has defaulted on its payment obligations. We continue to pursue legal action to recover the value of its remaining lease obligations." On international trends, Vondran described "parallel trends of rising data consumption driving durable network investment," with Europe showing strong newbuild activity and emerging markets ramping up 5G rollouts. Vondran declared, "These powerful demand trends, combined with our unique interconnection-oriented infrastructure, continue to support CoreSite's achievement of mid-teens or higher stabilized yields on new data center deployments." CFO Rodney Smith reported, "Consolidated property revenue grew approximately 4% year-over-year and approximately 5% when excluding noncash straight line and FX impacts." Smith added, "Adjusted EBITDA grew approximately 5% year-over-year and approximately 7% excluding noncash net straight line and FX impacts." Smith also stated, "Attributable AFFO per share as adjusted grew approximately 8% year-over-year," and highlighted bringing leverage down to 4.9x and a $365 million share repurchase in Q4, followed by $53 million in 2026. Outlook For 2026, Smith said, "We expect consolidate...

Earnings Call Insights: Quaker Chemical Corporation (KWR) Q4 2025 Management View CEO Joseph Berquist reported "our second consecutive quarter of year-over-year EBITDA improvement," noting adjusted EBITDA was up 11% and adjusted earnings per share increased 24% compared to the prior year. He highlighted "new business wins in all regions highlighted by strong organic volume growth in the Asia Pacific region," with Asia Pacific net sales up 13% for the year and organic volume up 5% despite soft market conditions. Berquist stated net share gains of approximately 4% mitigated soft market and operational headwinds, with "slight organic volume growth for the full year." EMEA region gross margins improved by 280 basis points, while North America faced higher maintenance and operational costs. The company implemented targeted price increases in Asia Pacific during the fourth quarter. He announced the closure of the German manufacturing facility in Dortmund, expecting cost savings of approximately $2 million in 2026 and annual ongoing savings of around $5 million beginning in 2027. The company also recorded $7 million in costs related to acquisition assessments but does not anticipate deals closing soon. Berquist emphasized the company's momentum in Asia Pacific, where "we are winning with new metalworking customers and growing our share in the electric vehicle OEM and component sector." He noted a new manufacturing facility in China is planned to open later in 2026. Cost savings initiatives generated approximately $25 million in run rate savings for the full year, with total SG&A up 4% due to acquisitions and FX, but organic SG&A down 4% at constant currency. CFO Tom Coler stated, "Fourth quarter net sales were $468 million, a 6% increase from the prior year. Organic volumes declined less than 1%, but were boosted by share gains across all regions." He added, "Gross margin was 35.3% compared to 35.2% in the fourth quarter of 2024." Adjusted EBITDA was $72 million in Q4, up ...

Shareholders of Regal Rexnord Corp (Symbol: RRX) looking to boost their income beyond the stock's 0.6% annualized dividend yield can sell the August covered call at the $240 strike and collect the premium based on the $22.80 bid, which annualizes to an additional 20.7% rate of r

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, American Express is the #17 analyst pick. Despite being ranked lower than the median among analyst picks of the Dow, American Express

It's no secret that AI consumes a lot of energy. The numbers are just staggering. The typical AI data center uses as much power as 100,000 households. Meanwhile, the largest AI data centers consume 20 times that amount. Access to power is becoming an obstacle as AI scales, due to the pressure it's placing on the electric grid and energy prices. As a result, a growing number of AI data center developers are also building the power they need into their projects. They're doing that through partnerships with Bloom Energy (NYSE: BE) and NextEra Energy (NYSE: NEE) . That makes them some of the top energy stocks to buy to capitalize on the AI data center boom. Image source: Getty Images. Continue reading

HeliRy/E+ via Getty Images The cost of hiring a very large crude carrier capable of shipping 2M barrels from the Middle East to China has more than tripled from the start of the year to more than $170K/day, the highest since April 2020 , Reuters reported Tuesday. Middle East crude exports in February topped 19M bbl/day, also the highest since April 2020, as traders rush shipments ahead of a potential military conflict between the U.S. and Iran, and as India's demand rose after it cut Russian imports. VLCC freight rates have rallied since the end of 2025 on the back of growing oil supply, longer voyages, and disruptions due to sanctions and altered shipping lanes. Also, South Korean shipping firm Sinokor has emerged recently as a major buyer of VLCCs, reducing the overall supply of such ships in the open market and enabling owners to raise rates for typical 30-day charters, the report said. The consolidation in the VLCC segment would exacerbate any rush to secure tonnage quickly in the Middle East should U.S.-Iran tensions turn into open conflict, Teekay Tankers ( TNK ) CEO Kenneth Hvid said on the company's recent earnings conference call. Potentially relevant stocks include Frontline ( FRO ), Teekay Tankers ( TNK ), Nordic American Tankers ( NAT ), DHT Holdings ( DHT ), Scorpio Tankers ( STNG ), Okeanis Eco Tankers ( ECO ), International Seaways ( INSW ), Tsakos Energy Navigation ( TEN ), Torm ( TRMD ), Hafnia ( HAFN ), CMB.Tech ( CMBT ), Ardmore Shipping ( ASC ). ETF: ( BWET ) More on Teekay Tankers, Nordic American Tankers and Frontline Teekay Tankers: A Strong Q4-2025 And An Even Stronger Q1-2026 In Sight Nordic American Tankers: Don't Be Fooled By The Elevated Dividend, Better Options Exist Frontline: How Fleet Renewal, Venezuela Oil, And A 17% Yield Could Drive Returns (Rating Upgrade)

Snowflake ( SNOW ) is set to post fourth-quarter earnings results on Wednesday, with investors focusing on the cloud data analytics firm’s guidance along with margins. Wall Street expects the company to post EPS of $0.27 on revenue of $1.25 billion, implying a rise of nearly 27% during the quarter. Snowflake received positive spotlight after the company entered a multiyear, $200M deal with OpenAI to deliver artificial intelligence models to enterprise customers through joint go-to-market efforts. A recent Wells Fargo survey also found an uptick in indications for Snowflake-related spending growth of between 10% and 25% next year. The company, during its third-quarter results, forecast fourth-quarter product revenue above analysts' estimates. However, Snowflake, like other software companies, has been facing some pressure from investors looking for tangible results related to AI-related investments. The stock has lost nearly 27% so far this year, compared to the marginal fall in the broader S&P 500 Index. Seeking Alpha analysts and Seeking Alpha’s Quant ratings are cautious and rated the stock a Hold. In contrast, Wall Street considers it a Buy. "Snowflake is not giving color on consumption trends over the recent holiday season. And while the market continues to hope for revenue growth acceleration (despite sell-side consensus not modeling acceleration), we believe Snowflake will talk more to stability in growth, which is reflected in NRR," said BNP Paribas analyst Stefan Slowinski. A recent Seeking Alpha analysis by Oakoff Investments noted that SNOW will likely beat top-line expectations thanks to the rollout of AI features and their deeper integration into the offerings, while adding that “EPS shouldn't drop as much as is currently expected by Wall Street's consensus.” Over the last two years, Snowflake has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time. Over the last three months, EPS estimates have seen six upward revision...

Construction on the tech giant’s first data center in the state will begin in the coming weeks.

Clichy, France – February 24, 2026

Clichy, France – le 24 février 2026

Stock Market Today: Dow Rises; AMD Rallies After Meta Deal — Live Updates WSJ

USS Gerald Ford Carrier Hit By 'Sewage Crisis' As Record Deployment Endures The USS Gerald R. Ford carrier is traversing the Mediterranean, reportedly set to dock in Israel's port of Haifa next, following a prior stop in Crete early this week, after having been ordered from the Caribbean to the Middle East area as the US threatens Iran. Coming off Venezuela operations and being ordered to the Central Command (CENTCOM) has meant its deployment is being extended. The Ford and its some 4,500+ personnel on board have already surpassed 240 days at sea , ranking this deployment is among the longest in modern naval history . via AFP But this significantly extended stint has witnessed some major internal problems - most especially centering on the supercarrier's strained infrastructure a mere decade after its commissioning. The Navy's flagship carrier is reportedly beset by chronic sewage system failures , various reports which stretch back to January have found. According to the highly reputable military news source 19fortyfive , "While the carrier projects unmatched power, internal reports reveal a fleet under duress: sailors are missing major life events, and the ship's complex vacuum sewage system is suffering daily clogs ." The Wall Street Journal was able to get US Navy confirmation of the problem, though the US military still maintains this is not significant enough to hamper the mission: Prosser said his son had mentioned problems with the toilets on the ship, without going into detail. NPR first reported in January that a number of toilets on the Ford were out of commission. The Navy official said the Ford’s sewage system, which uses vacuum technology to transport waste from roughly 650 toilets on board , has experienced issues during the deployment , averaging about one maintenance call a day. But the situation is improving and the problems haven’t impacted the carrier’s ability to carry out its mission, the official said. The WSJ had elsewhere in the article writ...

Movus/iStock Editorial via Getty Images Coinbase Global ( COIN ) said on Tuesday that all its U.S. customers will be able to trade stocks and ETFs 24/5 in the same place as crypto. Furthermore, the New York-based crypto exchange has partnered with Yahoo Finance, enabling users to move from researching an asset on Yahoo Finance to executing a trade on Coinbase with one click. Coinbase said the move bridges the divide between traditional investments and the digital asset economy, allowing users to manage a unified portfolio – all within a single app and account. The company said it is starting with the market's leading equities and plans to expand to thousands more stocks over the coming months. Additionally, the company plans to broaden stock perpetuals, enabling traders outside the country to get 24/7, capital-efficient exposure to U.S. equities in the spring. Also, Coinbase said it plans to offer tokenized stocks. More on Coinbase Coinbase: Betting On A Correction Is A Coin Toss Coinbase: Take Advantage Of Extreme Fear To 'Buy' Coinbase Is Approaching A Margin Trough, Buy Coinbase revenue from stablecoins could likely jump sevenfold - report Big banks, Coinbase among gainers; Blue Owl in losers: week's financials wrap

Lisa Su just made AMD an even bigger Nvidia competitor Fortune

On Tuesday, Anthropic announced updates to its Claude Cowork platform that allow the AI to help with a wider range of office tasks. Claude Cowork can now connect with several popular office apps, including Google Workspace, Docusign, and WordPress. New pre-built plug-ins can also automate tasks in a range of fields, including HR, design, engineering, and finance. Additionally, according to Anthropic, "Claude can now also handle multi-step tasks end-to-end across Excel and PowerPoint," passing context between the two apps. The update is Anthropic's latest push into AI agents, following the initial launch of Claude Cowork last month. Anthrop … Read the full story at The Verge.

AI chip startup MatX has raised about $500M in a funding round led by Jane Street and Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner. Other backers of the Series B financing include Spark Capital, Daniel Gross and Nat Friedman’s fund, Patrick and John Collison, Triatomic Capital, Harpoon Ventures, Andrej Karpathy, and Dwarkesh Patel. Investors across the supply chain include Alchip and Marvell, according to the company. The company said they are building a Large Language Model, or LLM, chip called MatX One that delivers higher throughput than any other chip while also achieving the lowest latency. The chip combines the low latency of SRAM-first designs with the long-context support of High Bandwidth Memory, or HBM. The startup noted that the financing was done to wrap up development and quickly scale manufacturing, with tapeout in under a year. The startup was founded by Reiner Pope, who worked on software for Google’s chips and AI models, and Mike Gunter, a former hardware engineer for the company's tensor processing unit, or TPU, chips. The company's hardware would potentially compete with Nvidia ( NVDA ), Bloomberg News reported . Nvidia and Google rely on HBM to build chips that handle the huge volume of calculations needed to train AI models. Other chip companies have used static random access memory to process individual user queries faster, catering to the growing demand for inference, the report noted. Inference is a phase where a trained LLM applies learned patterns to new, unseen data to make predictions, generate content, or make decisions. "Our position is that it is actually possible to do both in the same product and you get a much better product as a result," said CEO Pope, according to the report. The company declined to reveal the exact valuation but said it’s now valued at several billion dollars, the report noted. MatX expects to complete the final design of its chip this year and hopes to start shipping in 2027. ...

Shares of the content and tech company Thomson Reuters Corp (NASDAQ: TRI) traded nearly 12% higher today, as of 11:42 a.m. ET. In a press release, the company announced that 1 million law professionals now use its artificial intelligence-powered legal solution, CoCounsel. Thomson Reuters' stock has been hammered over the past year, down nearly 49%. The company has been part of the software sell-off, driven by concerns that AI will be able to recreate software solutions much more quickly and using far fewer resources. Continue reading

In trading on Tuesday, shares of AdaptHealth Corp (Symbol: AHCO) crossed below their 200 day moving average of $9.46, changing hands as low as $8.68 per share. AdaptHealth Corp shares are currently trading off about 12.4% on the day. The chart below shows the one year performa

While Toyota and Honda's showrooms are littered with electrified offerings, Nissan hasn't had much to counter. Globally, Nissan offers a series hybrid system called E-Power, but the company has been reluctant to offer it Stateside. If you ask anyone at the company about it, they'll tell you that while it makes sense in Europe, Japan, and other parts of Asia, it is not optimized for the type of driving we do this side of the pond. Nissan's hybrid offerings in North America have been lackluster at best. There was the Altima that borrowed Toyota's hybrid system from the Camry, and there was the Rogue hybrid that failed to deliver noticeably better fuel economy. And that's really it. That, however, is about to change with the company's third-generation system. Read full article Comments

Shareholders of Power Integrations Inc. (Symbol: POWI) looking to boost their income beyond the stock's 1.8% annualized dividend yield can sell the October covered call at the $55 strike and collect the premium based on the $5.00 bid, which annualizes to an additional 16.5% rate

Iovance Biotherapeutics ( IOVA ) is up ~26% Tuesday after posting Q4 2025 financial results that beat on the top line and unveiled promising results from a trial of its one-time therapy Amtagvi (lifileucel) for soft tissue sarcomas. Q4 GAAP EPS of -$0.18, which was in-line, compares to -$0.26 in the year-ago period. Iovance was helped in the quarter by an ~18% year-over-year increase in revenue to ~ $86.7M combined with flat costs and expenses. The company ended 2025 with cash, cash equivalents, and investments of ~$297M compared to ~$323.8M on Dec. 31, 2024 Data from a new pilot clinical trial showed that among the first six evaluable patients who were given Amtagvi as monotherapy, the overall response rate was 50%. All the patients had advanced disease, were refractory to prior therapy, and had significant disease burden. Iovance is now eyeing a single-arm registrational trial in second-line advanced undifferentiated pleomorphic sarcoma or dedifferentiated liposarcoma in Q2. The company also plans to seek accelerated approval. More on Iovance Biotherapeutics Iovance Biotherapeutics: Bright Prospects For 2026 Iovance Biotherapeutics GAAP EPS of -$0.18 in-line, revenue of $86.71M beats by $5.7M Top Quant rated bullish small cap stocks among companies with high short interest Seeking Alpha’s Quant Rating on Iovance Biotherapeutics Historical earnings data for Iovance Biotherapeutics

Shareholders of Otis Worldwide Corp (Symbol: OTIS) looking to boost their income beyond the stock's 1.9% annualized dividend yield can sell the June covered call at the $95 strike and collect the premium based on the $2.65 bid, which annualizes to an additional 9.4% rate of retu

Spirit Aviation Holdings Inc. announced Tuesday that it has struck an agreement with noteholders that will allow the budget airline to exit bankruptcy later this year. Spirit lawyer Marshall Huebner said during a New York court hearing that the company has struck an agreement with a key creditor group on the terms of the Chapter 11 exit plan that will trim billion of dollars in debt and reduce the cost of its fleet. The airline expects to emerge from bankruptcy in late spring or early summer, he said. The company sought Chapter 11 protection in August for the second time in less than a year after an earlier bankruptcy that cut debt from its balance sheet failed to turn around the business. Spirit has said it will use its second bankruptcy to reduce its operating costs and recently struck an agreement to sell 20 Airbus aircraft for at least $533.5 million. The Florida-based airline has been taking steps to reduce labor costs as part of the restructuring. In November, Spirit announced 150 job cuts across corporate and operational roles. Earlier this year, it furloughed roughly 1,800 flight attendants and at least 270 pilots.

Shareholders of Host Hotels & Resorts Inc (Symbol: HST) looking to boost their income beyond the stock's 4.1% annualized dividend yield can sell the July covered call at the $19.85 strike and collect the premium based on the $1.25 bid, which annualizes to an additional 16.2%

Image source: The Motley Fool. Tuesday, Feb. 24, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Monty Rakusen/DigitalVision via Getty Images Investment Thesis I came into Coeur Mining, Inc. ( CDE ) still thinking of the Rochester turnaround story. Well, I believe that's outdated now. And this is because the company has already finished the Rochester expansion in 2024. It added Las Chispas via the SilverCrest transaction, and it's now trying to level up again with a proposed all-stock New Gold deal targeted to close in H1 2026. Nonetheless, I am rating Coeur Mining a Strong Buy because I believe it has moved from a 'build mode ' to now a ' harvest mode.' And just to simplify things, I mean that the heavy spending years are behind it. And the cash is starting to show up in big, visible chunks, as I will show you the inner details later in the valuation section. For now, the more important point is what happened in Q4 2025 . Coeur posted a record 200% increase in full-year EBITDA to over $1Bn and FCFs rising to over $666Mn. This is in comparison to $9Mn in 2024. It also reported record year-end cash of $554Mn. That is not a small difference. It is a different company. CDE's CEO summed it up clearly when he said that with the expected first-half closing of the New Gold transaction, 2026 would represent an even more significant step change in the quality scale and resiliency of CDE. He also called out Las Chispas as particularly strong, given that it was generating about $79Mn in quarterly FCFs. This matters because that asset is still early in the integration story. As a result, my key takeaway is that the portfolio is starting to act like a portfolio and not like a single-mine bet. ...And with the expected first half closing of the New Gold transaction, 2026 will represent an even more significant step change in the quality, scale and resiliency of Coeur, which is highlighted on... Mitchell Krebs, President, CEO & Chairman Q4 2025 Earnings Presentation Let me also state that there is a second leg to my investment thesis around CDE. The proposed New Gold deal is a...

Wells Fargo Sees Data Center Upside

Jetlinerimages Spirit Aviation Holdings ( FLYYQ ), the parent company of Spirit Airlines, has reached an agreement with its creditors for the beleaguered carrier to emerge from bankruptcy protection by this summer. According to The Wall Street Journal, Spirit Airlines will present a deal that will enable it to continue operations with less debt and a smaller fleet, the latter of which will lower fleet costs by 65%. Details of the agreement with its creditors were not disclosed. This is Spirit’s second time coming before a judge with a plan to emerge from bankruptcy in just 15 months after a year of failed merger talks, pilot furloughs, fleet reductions, and route eliminations. Mounting losses and evaporating cash frustrated the carrier’s previous attempt to resume operations after its first bankruptcy filing in November 2024 and precipitated a second bankruptcy in August 2025. Although Spirit ( FLYYQ ) has continued operations while in its second bankruptcy, the path forward has been undermined by heightened competition in the low-cost space, the government shutdown, and weather-related disruptions, with two winter storms impacting its Northeast routes in less than a month. Exacerbated by staff shortages, the carrier was forced to cancel hundreds of flights, leaving thousands of passengers stranded during peak travel times. So far, nothing has materialized from merger talks with either Frontier Group Holdings ( ULCC ) or Castlelake , suggesting the best path forward for Spirit is to continue operations, albeit as a much smaller carrier. Shares of Spirit Aviation Holdings ( FLYYQ ) are up as much as 21% Tuesday. More on Spirit Aviation Holdings, Inc. Winter storm forces most flight cancellations since pandemic Key deals this week: Clorox, Spirit Airlines, GSK, PayPal, and more Seeking Alpha’s Quant Rating on Spirit Aviation Holdings, Inc. Financial information for Spirit Aviation Holdings, Inc.

kemalbas/iStock via Getty Images Not quite. But pretty good in its own right. Upon first encountering the name Hubbell Incorporated ( HUBB ), I immediately thought of the giant Hubble Space Telescope . That’s the famous space telescope launched in 1990 for sophisticated astronomy research. Of course, the names of the company and the telescope are spelled differently. But look at my first name – Marc, not Mark. Spelling has never been at the core of my heritage. (I even managed once to score 35, out of 100, on a middle school spelling test. My attempt to blame my mother, who sent me into the world with a misspelled name, also failed. Thank God for the advent of spellcheck!) OK. So HUBB doesn’t lead science with a continuing stream of bold new insights into the universe. But upon further review, this company has a lot going on in its own right. It stands right at the epicenter of one of the most vital megatrends of our generation. Electricity! I’m not merely paying homage to early pioneers like Thomas Edison and George Westinghouse . They gave us the basics. That now seems relatively easy. We’re concerned today about reliably generating and transmitting massive amounts of electricity, amounts beyond imagination even as recently as 2010. Ah, I can read your minds. AI. Data centers. That’s what you’re thinking, right? You would not be wrong. Data centers are among HUBB’s end markets. And this area is growing rapidly. HUBB’s sales here grew more than 60% year to year in the 2025 fourth quarter. But this was off of a very small base. When we consider HUBB, we’re talking big picture – the entire scope of electric power. We need it for everything. If your power goes out, I doubt you’d be satisfied knowing data centers elsewhere are still working. HUBB as a whole isn’t delivering AI-like growth rates. And not every part of the company is always hot. So, it’s really easy to sleep on its stock. But there’s something to be said for mega-trend investing. Based on my affinity for...