hirun/iStock via Getty Images Investment Outlook Consensus Cloud Solutions ( CCSI ) recently reported its Q4 2025 financial results , beating revenue and earnings estimates. I previously analyzed CCSI in September 2023 with a Hold outlook due to slow client decision-making. The company is executing on a transition away from its SoHo segment and focusing on its Corporate, Federal, and AI initiative...
hirun/iStock via Getty Images Investment Outlook Consensus Cloud Solutions ( CCSI ) recently reported its Q4 2025 financial results , beating revenue and earnings estimates. I previously analyzed CCSI in September 2023 with a Hold outlook due to slow client decision-making. The company is executing on a transition away from its SoHo segment and focusing on its Corporate, Federal, and AI initiatives. Managing such a major shift is frequently a recipe for a prolonged period of treading water, and I remain in a ‘wait-and-see’ mode for evidence of net new growth. So, my outlook remains a neutral Hold. Consensus’ Market And Approach Consensus Cloud Solutions provides a range of data exchange and interoperability technology services to companies in various regulated industries such as healthcare, insurance, finance, legal, manufacturing, and real estate. CCSI was spun off from J2 Global in 2021 as part of its effort to divide into Ziff Davis and CCSI. Company CEO Scott Turicchi was previously J2 Global's president and held a Managing Director position at the investment banking firm DLJ. CCSI's primary offerings include: Artificial Intelligence Clinical Documentation HIPAA Compliance Natural Language Processing Interoperability eSignatures Cloud Fax The firm is shifting its focus away from legacy eFax services and towards information exchange solutions for both structured and unstructured applications. It has integrated generative AI technologies to help advance its transition. The company is also focusing more on medium and large enterprises and deemphasizing its small and home office segment. The pie chart below shows a breakdown of the firm’s 2025 revenue contribution, with a continued increase in the Corporate percentage: SEC To pursue new business, CCSI uses its direct sales and marketing efforts and a network of partners such as resellers, solution providers, and white-label partners. The global healthcare interoperability solutions market was an estimated $3.4 billi...
Ryan Fletcher/iStock Editorial via Getty Images Boeing (NYSE: BA ) is entering 2026 with a lot of momentum driven by strong airplane order inflow in 2025 and annualized effects of production rate increases. However, the company can no longer count on a strong delivery flow from inventory, and therefore in-year production rate increases are going to be extremely important to the company’s delivery ...
Ryan Fletcher/iStock Editorial via Getty Images Boeing (NYSE: BA ) is entering 2026 with a lot of momentum driven by strong airplane order inflow in 2025 and annualized effects of production rate increases. However, the company can no longer count on a strong delivery flow from inventory, and therefore in-year production rate increases are going to be extremely important to the company’s delivery numbers. Since my last report , in which I discussed Boeing’s Q4 earnings , Boeing stock has declined by 4.2%, underperforming the market. With earnings that failed to impress, I don’t think the share price decline is surprising. In this report, I discuss Boeing’s January orders and deliveries, as improvement in delivery stability at a higher level compared to last year is the prerequisite for improved financial performance. Boeing Receives 737 MAX Orders and Big Delta 787 Order For this report, I'm using a tool developed by The Aerospace Forum to visualize airplane orders, deliveries, cancellations, and associated values. The Aerospace Forum In January, Boeing booked 107 orders compared to 175 orders booked in December 2025 . The order inflow consisted of 73 single-aisle airplanes and 34 wide-body airplanes with a combined value of $9.2 billion: Air India ordered 20 Boeing 737 MAX airplanes. Aviation Capital Group ordered 50 Boeing 737 MAX airplanes. Delta Air Lines ( DAL ) ordered 30 Boeing 787-10 airplanes. EVA Air ordered four Boeing 787-9 airplanes. TUI ordered one Boeing 737 MAX. During the month, the following changes were made to the order book: Air India was identified as the customer for 10 Boeing 737 MAX airplanes. Malaysia Airlines was identified as the customer for 30 Boeing 737 MAX airplanes American Airlines ( AAL ) was identified as the customer for one Boeing 737 MAX. CDB Leasing was identified as the customer for one Boeing 737 MAX. Southwest Airlines was identified as the customer for one Boeing 737 MAX. Air Europa cancelled an order for one Boeing 737 MA...
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Kennametal Inc. (Symbol: KMT) were yielding above the 2% mark based on its quarterly dividend (annualized to $0.8), with the stock changing hands as low as $38.90 on the day. Dividen
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Kennametal Inc. (Symbol: KMT) were yielding above the 2% mark based on its quarterly dividend (annualized to $0.8), with the stock changing hands as low as $38.90 on the day. Dividen
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Herc Holdings Inc (Symbol: HRI) were yielding above the 2% mark based on its quarterly dividend (annualized to $2.8), with the stock changing hands as low as $137.02 on the day. Divi
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Herc Holdings Inc (Symbol: HRI) were yielding above the 2% mark based on its quarterly dividend (annualized to $2.8), with the stock changing hands as low as $137.02 on the day. Divi
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in RH (Symbol: RH), where a total volume of 5,498 contracts has been traded thus far today, a contract volume which is representative of approximately 549,800 under
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in RH (Symbol: RH), where a total volume of 5,498 contracts has been traded thus far today, a contract volume which is representative of approximately 549,800 under
Andreypopov | Istock | Getty Images The average tax refund is 10.2% higher so far this season, compared to about the same period in 2025, according to the latest IRS filing data. The year-over-year percentage change is down from the 14.2% increase reported last week . As of Feb. 20, the average refund amount for individual filers was $3,804, up from $3,453 about one year prior, the IRS reported on...
Andreypopov | Istock | Getty Images The average tax refund is 10.2% higher so far this season, compared to about the same period in 2025, according to the latest IRS filing data. The year-over-year percentage change is down from the 14.2% increase reported last week . As of Feb. 20, the average refund amount for individual filers was $3,804, up from $3,453 about one year prior, the IRS reported on Friday. The total amount refunded was about $109 billion, up 6.9% from 2025, according to the IRS release. But the total returns processed were down by 2.4%. Read more CNBC personal finance coverage Average IRS tax refund is up 10.2%, based on early filing data IRS: Nearly 1 in 5 eligible filers miss a 'valuable' credit worth thousands Block cuts about half its workforce: How to move forward after a mass layoff Trump said tariffs may 'substantially replace' income taxes. What policy experts say Some student loan borrowers are getting Navient settlement checks — who qualifies Trump accounts aren't exactly 'tax-free,' as the president said. How they work Trump said beef, egg and chicken prices are falling. Here's what the data shows Trump pitches new retirement plan with a match of up to $1,000 — who may benefit Think of active managers and index funds as portfolio 'teammates,' not 'rivals': CFP Many workers want a career change. Are you one of them? ACA health coverage subsidy lapse hit 22 million people. Here are some of their stories Trump's $2,000 tariff dividend checks just got a lot less likely, experts say Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill What the Trump administration's Harvard lawsuit could mean for future applicants Homebuyers are paying more for credit checks. Here's why CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Amid consumer concerns about affordability , the Trump administration has emphasized how Trump's "big beautiful bill" may impact the size of tax refunds this season. In a late Ja...
James O'Neil/DigitalVision via Getty Images Since I last wrote about part-nuclear energy utility Duke Energy Corporation ( DUK ) in September last year, its price is up by only 5.3%. Even YTD, while the stock has done better, with a little over a 10% increase, it's just at par with the rise in State Street Utilities Select Sector SPDR ETF ( XLU ). Price Returns (YTD): DUK and XLU (Source: Seeking ...
James O'Neil/DigitalVision via Getty Images Since I last wrote about part-nuclear energy utility Duke Energy Corporation ( DUK ) in September last year, its price is up by only 5.3%. Even YTD, while the stock has done better, with a little over a 10% increase, it's just at par with the rise in State Street Utilities Select Sector SPDR ETF ( XLU ). Price Returns (YTD): DUK and XLU (Source: Seeking Alpha) I do believe that the case for a further uptick in DUK just got stronger, though. The company is developing its nuclear energy capacity further, which can hold the stock price in good stead over the longer term and possibly even in the short term. Here, I discuss these developments and assess whether the rest of the Duke Energy story supports further price uptick. Expanding Nuclear Energy Capacity The company plans to expand its capacity by 1 GW by 2031 , with additions to multiple energy segments. Of these, nuclear is expected to contribute some 25% increase, but the biggest rise is planned for gas, which will bring in 67% of the increase. In terms of the details of nuclear energy development, some initial progress related to small modular reactors (SMRs) is particularly heartening. With their relative cost-effectiveness, smaller build time, and better safety than traditional reactors, SMRs are speculatively considered the future of nuclear energy. While the technology isn't commercially proven yet, if the company dips its toes into the segment now, it could be ready to reap the benefits if and when it becomes viable. The developments related to SMRs are as follows: Permit Requested For SMR Site The company recently submitted an early site permit (ESP) for an SMR at Belews Creek in North Carolina to the Nuclear Regulatory Commission. If it receives the permit, licensing and construction can be a smoother process. While the company doesn't commit to this development, if it does so, the site will already have an environmental clearance. It will also add 600 MW of nucl...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Fulgent Genetics Inc (Symbol: FLGT), where a total of 1,532 contracts have traded so far, representing approximately 153,200 underlying shares. That amounts to about 67.
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Fulgent Genetics Inc (Symbol: FLGT), where a total of 1,532 contracts have traded so far, representing approximately 153,200 underlying shares. That amounts to about 67.
chameleonseye Shares of PayPal ( PYPL ) rallied earlier this week on reports that fintech Stripe ( STRIP ) was interested in buying some or all of the payment processing company. While news outlet Semafor later refuted those claims , it also reported that PayPal has been preparing for the possibility of an unwanted takeover offer. We asked Seeking Alpha analysts Ragmar Rikberg and Atilla Zambito w...
chameleonseye Shares of PayPal ( PYPL ) rallied earlier this week on reports that fintech Stripe ( STRIP ) was interested in buying some or all of the payment processing company. While news outlet Semafor later refuted those claims , it also reported that PayPal has been preparing for the possibility of an unwanted takeover offer. We asked Seeking Alpha analysts Ragmar Rikberg and Atilla Zambito whether they thought PayPal would be taken over and who might be interested in acquiring it. Ragmar Rikberg : I think PayPal’s ( PYPL ) current valuation makes it an attractive takeover target for a wide range of suitors. It’s important to remember that the company has 430M accounts, and in today’s fintech landscape—where wallets are one of the hottest areas—such scale is very attractive. With an enterprise value of around $40B and roughly $6B in annual free cash flow, PayPal trades at low multiples that could also draw interest from private equity. They could potentially unlock more value by breaking the company into parts. A spinoff of Venmo, a growing business and a leader in its category, could make sense and might even be worth the majority of PayPal’s current market cap on its own. Apple ( AAPL ) could be interested in PayPal’s consumer-facing business, given its strong push into wallets and the influence it already has over PayPal’s destiny through Apple Pay. Alphabet's ( GOOG ) ( GOOGL ) Google Pay could also be a logical contender, along with Meta ( META ), which explored fintech a few years ago with WhatsApp-based payments. Large platforms are likely not interested in Braintree or PayPal’s other B2B units, but the consumer accounts and wallet base represent a highly attractive strategic asset, as I see it. Atilla Zambito : After PayPal ( PYPL ) reached a market cap of just $38B, it was only a matter of time until the company received interest in all or part of its business. First, PayPal is highly cash-generative and has a healthy balance sheet. Second, it has one ...
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Kohl's Corp. (Symbol: KSS) were yielding above the 3% mark based on its quarterly dividend (annualized to $0.5), with the stock changing hands as low as $16.24 on the day. Dividends
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Kohl's Corp. (Symbol: KSS) were yielding above the 3% mark based on its quarterly dividend (annualized to $0.5), with the stock changing hands as low as $16.24 on the day. Dividends
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of TriCo Bancshares (Symbol: TCBK) were yielding above the 3% mark based on its quarterly dividend (annualized to $1.44), with the stock changing hands as low as $47.49 on the day. Divi
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of TriCo Bancshares (Symbol: TCBK) were yielding above the 3% mark based on its quarterly dividend (annualized to $1.44), with the stock changing hands as low as $47.49 on the day. Divi
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Stock Yards Bancorp Inc (Symbol: SYBT) were yielding above the 2% mark based on its quarterly dividend (annualized to $1.28), with the stock changing hands as low as $63.92 on the day
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Stock Yards Bancorp Inc (Symbol: SYBT) were yielding above the 2% mark based on its quarterly dividend (annualized to $1.28), with the stock changing hands as low as $63.92 on the day
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of BOK Financial Corp (Symbol: BOKF) were yielding above the 2% mark based on its quarterly dividend (annualized to $2.52), with the stock changing hands as low as $124.60 on the day. D
Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of BOK Financial Corp (Symbol: BOKF) were yielding above the 2% mark based on its quarterly dividend (annualized to $2.52), with the stock changing hands as low as $124.60 on the day. D