J Studios/DigitalVision via Getty Images Introduction Broadcom ( AVGO ) had another successful quarter; in fact, they beat their own record on several metrics. It shows in all of the headlines and also in the market's reaction. The stock is up 5% in the after-hours, as I am writing this article, and today I'll break down the result and what to expect in the future, both from the business and the s...
J Studios/DigitalVision via Getty Images Introduction Broadcom ( AVGO ) had another successful quarter; in fact, they beat their own record on several metrics. It shows in all of the headlines and also in the market's reaction. The stock is up 5% in the after-hours, as I am writing this article, and today I'll break down the result and what to expect in the future, both from the business and the stock. The first and only time I covered Broadcom on Seeking Alpha was right before Christmas 2025, and then I rated the stock of this company as a Buy, saying that it's not cheap but arguing there may not be many opportunities to buy the stock at a discount. Since then, it is down by about 2%, while the S&P gained 2%, but most likely, if the post-earnings gains are still the same when the market closes today, it will beat the S&P since my last coverage. Previous Coverage This is an earnings coverage, so if you are new to this company and want to learn more about its fascinating business model, what the company does, and where it is growing, I strongly suggest reading my previous coverage. There, I talk about the acquisitions, software, hardware, and AI, margins, and everything else every investor of Broadcom should know about this company. Broadcom Q1 2026 In this record-breaking quarter, the beat was solid, but this is not the main reason for the optimism. The revenue of $19.31 billion beat the expectations by $170 million and showed the growth of 29.4% year-over-year, but the guidance was the real surprise. The management expects its Q2 revenue to be at about $22 billion, with an adjusted EBITDA of around 68%. This is about $1.5 billion higher than what the analysts wanted to see for Q2: Our guidance for Q2 is for consolidated revenue of $22 billion, up 47% year-on-year. Another thing I couldn't skip is the breakdown of the guidance. In my last article, I said AVGO stock has a way to go down if a major correction happens due to the valuation or if the AI demand softens in...
J Studios/DigitalVision via Getty Images Introduction Broadcom ( AVGO ) had another successful quarter; in fact, they beat their own record on several metrics. It shows in all of the headlines and also in the market's reaction. The stock is up 5% in the after-hours, as I am writing this article, and today I'll break down the result and what to expect in the future, both from the business and the s...
J Studios/DigitalVision via Getty Images Introduction Broadcom ( AVGO ) had another successful quarter; in fact, they beat their own record on several metrics. It shows in all of the headlines and also in the market's reaction. The stock is up 5% in the after-hours, as I am writing this article, and today I'll break down the result and what to expect in the future, both from the business and the stock. The first and only time I covered Broadcom on Seeking Alpha was right before Christmas 2025, and then I rated the stock of this company as a Buy, saying that it's not cheap but arguing there may not be many opportunities to buy the stock at a discount. Since then, it is down by about 2%, while the S&P gained 2%, but most likely, if the post-earnings gains are still the same when the market closes today, it will beat the S&P since my last coverage. Previous Coverage This is an earnings coverage, so if you are new to this company and want to learn more about its fascinating business model, what the company does, and where it is growing, I strongly suggest reading my previous coverage. There, I talk about the acquisitions, software, hardware, and AI, margins, and everything else every investor of Broadcom should know about this company. Broadcom Q1 2026 In this record-breaking quarter, the beat was solid, but this is not the main reason for the optimism. The revenue of $19.31 billion beat the expectations by $170 million and showed the growth of 29.4% year-over-year, but the guidance was the real surprise. The management expects its Q2 revenue to be at about $22 billion, with an adjusted EBITDA of around 68%. This is about $1.5 billion higher than what the analysts wanted to see for Q2: Our guidance for Q2 is for consolidated revenue of $22 billion, up 47% year-on-year. Another thing I couldn't skip is the breakdown of the guidance. In my last article, I said AVGO stock has a way to go down if a major correction happens due to the valuation or if the AI demand softens in...
Scorpio Tankers ( STNG ) has entered into agreements to sell three product tankers and time charter-out two product tankers. The company has entered into agreements to sell two 2015 built scrubber-fitted MR product tankers, STI Seneca and STI Osceola, for $35.0 million per vessel and a 2015-built scrubber-fitted LR2 product tanker, STI Solidarity, for $60.0 million. The sale of these vessels is ex...
Scorpio Tankers ( STNG ) has entered into agreements to sell three product tankers and time charter-out two product tankers. The company has entered into agreements to sell two 2015 built scrubber-fitted MR product tankers, STI Seneca and STI Osceola, for $35.0 million per vessel and a 2015-built scrubber-fitted LR2 product tanker, STI Solidarity, for $60.0 million. The sale of these vessels is expected to close within the first or second quarter of 2026, it said in a statement on Thursday. The vessels are currently financed on the company’s 2023 $1 billion credit facility with an aggregate outstanding debt balance of $20.2 million. More on Scorpio Tankers Scorpio Tankers Inc. (STNG) Q4 2025 Earnings Call Transcript Scorpio Tankers Inc. 2025 Q4 - Results - Earnings Call Presentation Scorpio Tankers Inc. (STNG) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Scorpio Tankers declares options for two more newbuildings, lifting Dalian order to four ships Scorpio Tankers Q4 2025 Earnings Preview
Olaplex press release ( OLPX ): Q4 Non-GAAP EPS of $0.01 in-line. Revenue of $105.12M (+4.4% Y/Y) beats by $0.77M . By channel: Specialty Retail decreased 14.5% to $24.7 million; Professional increased 18.9% to $36.8 million; Direct-To-Consumer increased 6.6% to $43.6 million; FY26 revenue consensus of $431.27M For Fiscal 2026: (Dollars in millions) 2026 2025 Actual Net Sales $414 - $435 $423 Adju...
Olaplex press release ( OLPX ): Q4 Non-GAAP EPS of $0.01 in-line. Revenue of $105.12M (+4.4% Y/Y) beats by $0.77M . By channel: Specialty Retail decreased 14.5% to $24.7 million; Professional increased 18.9% to $36.8 million; Direct-To-Consumer increased 6.6% to $43.6 million; FY26 revenue consensus of $431.27M For Fiscal 2026: (Dollars in millions) 2026 2025 Actual Net Sales $414 - $435 $423 Adjusted Gross Profit Margin* 71% to 72% 71.8% Adjusted EBITDA Margin* 21% to 22% 22.2% Click to enlarge More on Olaplex Olaplex: Buying The Takeover News Olaplex: Takeover Rumors Arise The Bottom Fishing Club - Olaplex: Solid Turnaround Potential In Hair Care Olaplex jumps after report of takeover offer from Germany's Henkel Seeking Alpha’s Quant Rating on Olaplex
Burlington press release ( BURL ): Q4 Non-GAAP EPS of $4.99 beats by $0.24 . Revenue of $3.64B (+11.3% Y/Y) beats by $50M , while comparable store sales increased 4% compared to the fourth quarter of Fiscal 2024. Adjusted EBITDA was $562 million vs. $456 million in the fourth quarter of Fiscal 2024, excluding $8 million and $5 million of expenses, respectively, associated with bankruptcy acquired ...
Burlington press release ( BURL ): Q4 Non-GAAP EPS of $4.99 beats by $0.24 . Revenue of $3.64B (+11.3% Y/Y) beats by $50M , while comparable store sales increased 4% compared to the fourth quarter of Fiscal 2024. Adjusted EBITDA was $562 million vs. $456 million in the fourth quarter of Fiscal 2024, excluding $8 million and $5 million of expenses, respectively, associated with bankruptcy acquired leases, an increase of 150 basis points as a percentage of sales. The Adjusted Effective Tax Rate was 25.7% vs. 24.9% in the fourth quarter of Fiscal 2024. OutlookFor Fiscal Year 2026 (the 52-weeks ending January 30, 2027), the Company expects: Total sales to increase in the range of 8% to 10% on top of the 9% increase for the 52-weeks ended January 31, 2026 vs. estimated growth of 8.72% Y/Y ; this assumes comparable store sales will increase in the range of 1% to 3%, on top of the 2% increase for the 52-weeks ended January 31, 2026; Capital expenditures, net of landlord allowances, to be approximately $875 million; To open 110 net new stores, as well as a new distribution center in Savannah, GA; Depreciation and amortization to be approximately $465 million; Adjusted EBIT margin to increase in the range of 0 to 20 basis points versus the 52-weeks ended January 31, 2026; excludes $8 million of anticipated expenses associated with bankruptcy acquired leases in Fiscal 2026 vs. $35 million incurred in Fiscal 2025; Net interest expense to be approximately $60 million; An Adjusted Effective Tax Rate of approximately 25%; and Adjusted EPS in the range of $10.95 to $11.45 vs. $11.18 consensus , as compared to $10.17 of Adjusted EPS in Fiscal 2025; excludes $6 million, net of tax, of anticipated expenses associated with bankruptcy acquired leases in Fiscal 2026 vs. $26 million incurred in Fiscal 2025. This assumes a fully diluted share count of approximately 64 million shares. For the First Quarter of Fiscal 2026 (the 13 weeks ending May 2, 2026), the Company expects: Total sales t...
BJ’s Wholesale Club press release ( BJ ): Q4 Non-GAAP EPS of $0.96 beats by $0.03 . Revenue of $5.58B (+5.7% Y/Y) beats by $30M . Comparable club sales increased by 1.6% year-over-year Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year Membership fee income increased by 10.9% year-over-year to $129.8 million The Company continued to achieve a 90% tenured member renew...
BJ’s Wholesale Club press release ( BJ ): Q4 Non-GAAP EPS of $0.96 beats by $0.03 . Revenue of $5.58B (+5.7% Y/Y) beats by $30M . Comparable club sales increased by 1.6% year-over-year Comparable club sales, excluding gasoline sales, increased by 2.6% year-over-year Membership fee income increased by 10.9% year-over-year to $129.8 million The Company continued to achieve a 90% tenured member renewal rate during fiscal 2025 Digitally enabled comparable sales growth was 31%, reflecting two-year stacked comp growth of 57% The Company provided the following guidance for fiscal 2026: Comparable club sales, excluding the impact of gasoline sales, to increase 2.0% to 3.0% year-over-year Adjusted EPS to range from $4.40 to $4.60 vs $4.66 consensus Capital expenditures of approximately $800 million, reflecting continued investment in new club openings and enhancements across our distribution network, including the ambient distribution center Shares -5% PM. More on BJ’s Wholesale Club BJ's Wholesale Club: Solid Expansion, But Valuation Leaves Little Room For Error BJ's Wholesale Club Holdings, Inc. (BJ) Q3 2025 Earnings Call Transcript BJ's Wholesale Club: Gaining More Confidence In Its Ability To Grow EPS BJ’s Wholesale Club Q4 2026 Earnings Preview BJ's Wholesale eyes expanding its small-format store concept
Robert Way The Estée Lauder Companies Inc. ( EL ) announced on Thursday that it struck a deal to acquire the remaining interests in Indian beauty brand Forest Essentials. The transaction was noted to be indicative of the company's long-term commitment to nurturing and growing the brand, as well as expanding its consumer reach globally. Estée Lauder ( EL ) noted that it has strong confidence in For...
Robert Way The Estée Lauder Companies Inc. ( EL ) announced on Thursday that it struck a deal to acquire the remaining interests in Indian beauty brand Forest Essentials. The transaction was noted to be indicative of the company's long-term commitment to nurturing and growing the brand, as well as expanding its consumer reach globally. Estée Lauder ( EL ) noted that it has strong confidence in Forest Essentials’ highly trusted brand equity, its vertically integrated capabilities, and its sustainability ethos. The transaction, which is expected to close in the second half of the calendar year, follows The Estée Lauder Companies’ minority investment in Forest Essentials, initially made in 2008 and increased to 49% in 2020. Forest Essentials was founded in 2000 by visionary entrepreneur Mira Kulkarni. The brand was highlighted as redefining modern Luxurious Ayurveda for today’s world, transforming time-honored beauty rituals into exquisitely crafted formulations, immersive retail experiences with nearly 200 freestanding stores, and sensorial indulgences rooted in purity and craftsmanship. It is now established as the top-ranked brand in prestige skincare in India. The brand, which is forecasted to grow net sales at a low double-digit rate, combined with The Estée Lauder Companies’ ( EL ) existing brand portfolio, will make India the company’s largest emerging market. Shares of Estée Lauder ( EL ) are down 5.3% on a year-to-date basis. The Seeking Alpha Quant Rating on the stock is Hold. More on Estee Lauder Estée Lauder: The Storm Is Finally Over, But There Are Risks Involved Estee Lauder: Valuation Premium Is Unjustified The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript Estée Lauder sues Walmart for selling counterfeits Estée Lauder's post FQ2 selloff presents attractive entry point -- Citi Research
Duncan_Andison/iStock via Getty Images Market Review Equity markets in the developing world, as measured by the MSCI Emerging Markets Index, rose 4.7% in the fourth quarter, as risk appetites remained largely resilient amid investor enthusiasm for artificial intelligence (AI) and despite tariff risks and geopolitical risks. Latin America was the best-performing region, climbing 8.2%. Stock markets...
Duncan_Andison/iStock via Getty Images Market Review Equity markets in the developing world, as measured by the MSCI Emerging Markets Index, rose 4.7% in the fourth quarter, as risk appetites remained largely resilient amid investor enthusiasm for artificial intelligence (AI) and despite tariff risks and geopolitical risks. Latin America was the best-performing region, climbing 8.2%. Stock markets in Chile and Peru gained in sympathy with the rise in commodity prices. Brazil's stock market rose, thanks to interest rate cuts locally and in the US. Argentina's stock market jumped on news that libertarian President Javier Milei won a landslide victory in midterm elections, handing him a mandate to continue pursuing his radical overhaul of the country's economy. The region encompassing emerging Europe, the Middle East, and Africa (EMEA) was the worst-performing region, rising 4.0%. Stock markets in Poland, Hungary, and the Czech Republic rose, as investors began to anticipate better economic prospects and a possibility of a peace agreement between Russia and Ukraine. South Africa's stock market rose in sympathy with the rise in the price of gold. Emerging Asia also underperformed, advancing 4.5%. Stock markets in global technology hubs Korea and Taiwan rose on optimism about the demand outlook for chips, the flagship industry of both countries, despite wavering sentiment in November. China's stock market fell on concerns about the country's economic outlook. Information technology, materials, and energy were the best-performing sectors in the period. Consumer discretionary, health care and communication services were the worst-performing sectors. (Index returns were measured net of taxes and in US dollar terms.) Portfolio Drivers In the fourth quarter, the Lazard Emerging Markets Equity Portfolio rose in absolute terms and outperformed its benchmark, the MSCI Emerging Markets Index. (Portfolio returns were measured net of fees and in US dollar terms.) Helped Stock selec...
Insigneo Advisory Services LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 64,728 shares of the information services provider's stock after buying an additional 6,166 shares during the period. Alphabet makes up about 1.1% of Insigneo Advis...
Insigneo Advisory Services LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 64,728 shares of the information services provider's stock after buying an additional 6,166 shares during the period. Alphabet makes up about 1.1% of Insigneo Advisory Services LLC's investment portfolio, making the stock its 15th biggest position. Insigneo Advisory Services LLC's holdings in Alphabet were worth $15,765,000 at the end of the most recent quarter. A number of other institutional investors have also recently bought and sold shares of GOOG. Vanguard Group Inc. grew its stake in shares of Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after purchasing an additional 5,182,111 shares during the period. State Street Corp boosted its holdings in Alphabet by 1.3% during the second quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock worth $33,511,477,000 after buying an additional 2,428,266 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Alphabet by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock worth $19,022,926,000 after buying an additional 441,177 shares during the period. JPMorgan Chase & Co. raised its position in shares of Alphabet by 8.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock valued at $24,240,469,000 after acquiring an additional 7,904,434 shares during the period. Finally, Sanders Capital LLC raised its position in shares of Alphabet by 6.4% in the 2nd quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider's stock valued at $...
From 25m ago 11.34 GMT Asylum system 'not fair' for 'hard-working people' in Britain, says home secretary Mahmood says that the asylym system is “not fair” for “hard-working people” across the country. She says: double quotation mark Hard-working people across this country engaged in the daily struggle to make ends meet; they see a state that they pay taxes for but it is unable to stop a flow of d...
From 25m ago 11.34 GMT Asylum system 'not fair' for 'hard-working people' in Britain, says home secretary Mahmood says that the asylym system is “not fair” for “hard-working people” across the country. She says: double quotation mark Hard-working people across this country engaged in the daily struggle to make ends meet; they see a state that they pay taxes for but it is unable to stop a flow of dinghies across the channel. And they see a state that is paying billions towards hotels like the one near them. It doesn’t look fair because it’s not fair. And it erodes their trust in government. The home secretary adds: double quotation mark Without the trust of citizens in the state, there is no space for Labour values in any part of government to be realised. She says that restoring control of the borders “is a necessary condition” for a Labour government to achieve anything. Share Updated at 11.35 GMT now 12.00 GMT Mahmood criticises “misinformation” about sharia law relating to London, while praising Sadiq Khan as she is questioned about Donald Trump’s rebukes of the city’s mayor. The home secretary is asked about the US president’s criticism of the UK government over its decisions on Iran, as well as his attacks on Khan, his claim that London wants to turn to sharia law and his comments about immigration. She says: double quotation mark The US president will say some things that we agree with and others that we disagree with. We are getting our immigration system under control. That is my job. That’s what I’ve been setting out today, and we will pursue that. Others can comment as they wish, but what I am motivated by is resolving problems for citizens in our country. On Khan, she adds: double quotation mark And let me just say on Sadiq, I think he’s doing an excellent job as mayor of London and there is a lot of misinformation that is often put out about what’s happening in London, whether that’s on crime rates or whether that’s on things like sharia law, for example...