Source: Bloomberg, 5:58

Broadcom (AVGO) Reports Record Q1 Revenue Driven by AI Solutions GuruFocus

Keros Therapeutics, Inc. (KROS) came out with a quarterly loss of $1.14 per share versus the Zacks Consensus Estimate of a loss of $0.93. This compares to loss of $1.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -22.58%. A quarter ago, it was expected that this company would post a loss of $1.26 per share when it actually produced a loss of $1.41, delivering a surprise of -11.90%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Keros Therapeutics , which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $3.04 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 97.11%. This compares to year-ago revenues of $0.14 million. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Keros Therapeutics shares have lost about 31.1% since the beginning of the year versus the S&P 500's gain of 1.3%. What's Next for Keros Therapeutics? While Keros Therapeutics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the ...

Verastem (VSTM) came out with a quarterly loss of $0.5 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to a loss of $1.33 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -2.04%. A quarter ago, it was expected that this drug developer would post a loss of $0.51 per share when it actually produced a loss of $1.35, delivering a surprise of -164.71%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Verastem, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $17.54 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.20%. This compares to zero revenues a year ago. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Verastem shares have lost about 26.4% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for Verastem? While Verastem has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Verastem was mixed. While the magnitude and d...

Seasonality, options-market positioning and a handful of other factors bode well for stocks, according to Citadel Securities

格隆汇3月5日｜美股三大指数集体收涨，纳指涨1.29%，标普500指数涨0.78%，道指涨0.49%。大型科技股多数上涨，英特尔涨超5%，亚马逊、特斯拉涨超3%，Meta、英伟达涨逾1%，微软、奈飞小幅上涨；苹果、谷歌小幅下跌。 美股加密货币概念股集体大涨，Coinbase涨超14%，Strategy涨超10%，Figure涨超7%，Circle涨超5%。莫德纳大涨16%，该公司与Genevant和Arbutus达成和解，解决了关于新冠疫苗核心技术的专利诉讼，摆脱法律阴影，投资者看好其癌症疫苗前景。 纳斯达克金龙中国指数收涨0.80%，热门中概股里，蔚来涨5.5%，小马智行、文远知行、小米涨超4%，新东方涨2.7%，小鹏、网易、腾讯、美团涨超1%。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Microsoft (NasdaqGS:MSFT) has appointed Asha Sharma as CEO of Microsoft Gaming, following the retirement of Phil Spencer after nearly 40 years at the company. The leadership change is part of a wider executive reshuffle and a refreshed direction for the gaming division. The transition comes as Microsoft continues integrating Bethesda and Activision Blizzard into its broader gaming ecosystem. For you as an investor watching Microsoft (NasdaqGS:MSFT), the gaming business is one of the company’s key consumer facing pillars, sitting alongside its productivity, cloud and enterprise offerings. The timing of this leadership shift lines up with ongoing work to bring Bethesda and Activision Blizzard fully into Microsoft’s gaming portfolio, including content libraries and distribution platforms. Leadership moves at this level can influence how aggressively Microsoft Gaming approaches content, subscriptions and platform partnerships over the coming years. Asha Sharma’s background in scaling large tech platforms may shape how Microsoft looks at user growth, engagement and monetisation across its gaming ecosystem. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT 1-Year Stock Price Chart Does the team leading Microsoft have what it takes? See our full breakdown of the management team's track record and compensation. This reshuffle in Microsoft Gaming puts product and platform operators at the center of decision making. Asha Sharma comes in with a track record of running large consumer-facing products at Meta and Instacart, which matters when Microsoft Gaming spans consoles, PC, cloud streaming, mobile and large third party franchises like Call of Duty and Candy ...

Bruce Richards, Founder, Chairman & CEO, Marathon Asset Management discusses the macro backdrop, credit markets and investor selectivity with Bloomberg’s Matt Miller at Bloomberg Invest 2026 in New York. (Source: Bloomberg)

中东战况扑朔迷离 美国宣称已“彻底打垮”伊朗政权 尽管已进入第五天的中东战争仍然不知何时到头，但美国总统唐纳德·特朗普依旧对打赢伊朗满怀信心。 联邦法官下令美国政府停止计算进口商的IEEPA关税 美国一位法官下令联邦政府暂停实施关税支付流程中的一个关键步骤，以便简化后续的退款流程。 贝森特称普适关税或在本周上调至15% 美国财政部长斯科特·贝森特表示，特朗普将普适关税从10%提高到15%的计划可能在本周实施。 战斧巡航导弹年产量不足百枚 美军在伊消耗战恐致未来印太武库空虚 正如特朗普本周在社交媒体上暗示的那样，美国拥有大量易于生产的空投型精准炸弹，但在对伊朗的攻击中，美军一直使用的是造价高昂且数量较少的防区外武器，换言之，其正在消耗的是原本为对付更强大敌人而准备的弹药。 弹药库存吃紧 洛克希德马丁 等国防企业将前往白宫开会 在五角大楼敦促加快武器生产以应对不断升级的对伊朗战争之际，包括洛克希德马丁和RTX公司在内的顶级国防承包商将前往白宫参加会议。 特朗普称赞美国与委内瑞拉的合作 称石油“开始流动” 特朗普在Truth Social发帖称，“石油开始流动”，并称赞美国与委内瑞拉之间展现出“专业精神和敬业精神”。 美国参联会主席：美军将对伊朗内陆地区发动更深入的打击 美国参谋长联席会议主席丹·凯恩表示，“我们现在将开始向内陆扩张，逐步深入打击伊朗领土，为美军创造额外的机动空间”。 责任编辑：李桐

Savaria press release ( SISXF ): Q4 Non-GAAP EPS of $0.37. Revenue of $241.8M (+8.3% Y/Y) beats by $69.01M . More on Savaria Corporation Seeking Alpha’s Quant Rating on Savaria Corporation Historical earnings data for Savaria Corporation Dividend scorecard for Savaria Corporation Financial information for Savaria Corporation

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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Qualcomm announced a push into robotics with its new Dragonwing processor, built specifically for robotics platforms. The company also revealed a coalition with Amazon, Google, and Microsoft to develop AI native 6G, aiming for device demonstrations by 2028 and global rollout from 2029. These moves are intended to broaden Qualcomm’s business beyond smartphones into next generation connectivity and AI infrastructure. QUALCOMM (NasdaqGS:QCOM) is making this shift while its share price trades around $138.13, with a return of 23.3% over the past 3 years and 18.6% over 5 years. Over shorter periods, the stock has seen a 20.1% decline year to date and an 8.6% decline over the past year, which frames today’s news against recent share price pressure. For investors following NasdaqGS:QCOM, the focus now is how quickly robotics and AI native 6G can develop into meaningful revenue contributors. The stated ambition for robotics to become a major business segment within two years is likely to draw attention to product traction, partner adoption, and any early signs of commercial demand across these new lines. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Mar 2026 4 things going right for QUALCOMM that this headline doesn't cover. For Qualcomm, this push into robotics and AI native 6G looks like an attempt to extend its core playbook from smartphones into other connected, compute-heavy devices. The Dragonwing robotics processor targets what management calls “physical AI,” which ties directly into the company’s broader ambition in edge AI, automotive and industrial IoT. Partnering with cloud and internet companies such as Amazon, Google and Microsoft on AI native...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And, Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo. (Source: Bloomberg)

Kinaxis press release ( KXSCF ): Q4 GAAP EPS of $0.68. Revenue of $144M (+16.2% Y/Y) beats by $3.83M . FY 2025 Highlights $ USD thousands, except as otherwise indicated FY 2025 FY 2024 Change Total Revenue (constant currency 2 ) 548,030 540,204 483,111 13% 12% SaaS (constant currency 2 ) 362,427 357,501 309,243 17% 16% Adjusted EBITDA 2 Margin 138,37025% 106,08522% 30% Click to enlarge More on Kinaxis Inc. Kinaxis aims to increase share buyback capacity Kinaxis appoints Razat Gaurav as new CEO Seeking Alpha’s Quant Rating on Kinaxis Inc. Historical earnings data for Kinaxis Inc. Financial information for Kinaxis Inc.

In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT People walk past the logo of Amazon Web Services (AWS) at its exhibitor stall at the India Mobile Congress 2025 at Yashobhoomi, a convention and expo center in New Delhi, India, October 8, 2025. Anushree Fadnavis | Reuters Amazon 's data center in Bahrain was targeted by Iran 's Islamic Revolutionary Guard Corps for the company's support of the U.S. military, Iranian state media said Wednesday. The company's cloud computing unit said Monday that one of its facilities in Bahrain was damaged due to a nearby drone strike on Sunday. Two data centers in the United Arab Emirates were also damaged after they were "directly struck" by drones. All of the facilities remain offline, according to the Amazon Web Services health dashboard. The attack in Bahrain was launched "to identify the role of these centers in supporting the enemy's military and intelligence activities," Iran's Fars News Agency said on Telegram . The incidents came after joint U.S.-Israel strikes on Iran over the weekend. Iran has retaliated against Israeli and U.S. bases across the Gulf. Representatives from Amazon didn't immediately respond to a request for comment. In addition to structural damage, the facilities also experienced power disruptions and some water damage after firefighters worked to put out sparks and fire. Some popular AWS applications experienced "elevated error rates and degraded availability" due to the incident. AWS advised cloud customers to back up their data, consider migrating their workloads to other regions and direct traffic away from Bahrain and the UAE. Read more CNBC tech news Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist Tech industry group expresses 'concern' to Pete Hegseth over supply chain risk label Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last' The lead U.S. cyber agency is stretched thin as Iran hacking threat escalates

"We're now looking forward to the Phase Three clinical trials taking place to see if the early promise we see here will translate into real hope for all those families currently affected by Dravet syndrome."

Source: Bloomberg, 0:00

Forex Signals March 4: Broadcom AVGO, Veeva, OKTA, RGTI, Firefly Earnings Preview Today FXLeaders

LAVAL, Québec, 04 mars 2026 (GLOBE NEWSWIRE) -- Corporation Savaria («Savaria») (TSX: SIS), un des chefs de file mondiaux de l’industrie de l’accessibilité, est heureuse de présenter les résultats de son exercice 2025. Faits saillants – 4e trimestre 2025 comparativement à 2024 Revenus de 241,8 M $, en hausse de 18,4 M $ ou 8,3 %. Résultat opérationnel de 29,7 M $, en hausse de 8,0 M $ ou 36,6 %, représentant 12,3 % des revenus comparativement à 9,7 % au 4 e trimestre de 2024. trimestre de 2024. BAIIA ajusté* de 51,3 M $, en hausse de 8,4 M $ ou 19,7 %, soit 0,71 $ par action, en hausse de 0,12 $. Marge du BAIIA ajusté* de 21,2 %, en hausse de 200 points de base comparé à 19,2 % au 4e trimestre de 2024. Faits saillants – Exercice 2025 comparativement à 2024 Revenus de 913,5 M $, en hausse de 45,8 M $ ou 5,3 %. La croissance du secteur Accessibilité s'est établie à 5,4 %, incluant une croissance de 7,4 % en Amérique du Nord et de 2,3 % en Europe. La croissance du secteur Équipements médicaux s’est établie à 4,8 %. Profit brut de 353,8 M $, en hausse de 32,1 M $ ou 10,0 %, représentant 38,7 % des revenus, en hausse de 160 points de base comparé à 37,1 % en 2024. Résultat opérationnel de 105,4 M $, en hausse de 21,2 M $ ou 25,2 %, représentant 11,5 % des revenus comparativement à 9,7 % en 2024. Résultat net de 68,8 M $ ou 0,95 $ par action sur une base diluée, comparé à 48,5 M $ ou 0,68 $ par action en 2024. BAIIA ajusté* de 186,3 M $, en hausse de 25,0 M $ ou 15,5 %, représentant 2,59 $ par action, en hausse de 0,34 $. Marge du BAIIA ajusté* de 20,4 %, en hausse de 180 points de base comparé à 18,6 % en 2024. Marge du BAIIA ajusté du secteur Accessibilité a atteint 22,3 %. Marge du BAIIA ajusté du secteur Équipements médicaux s’est établi à 19,4 %. La dette nette* s’élevait à 191,5 M $ en diminution par rapport à 262,7 M $ au 31 décembre 2024 avec un ratio de la dette nette sur le BAIIA ajusté* à 1,03 comparativement à 1,63. Fonds disponibles* de 311,7 M $ pour souteni...

Key Points Sandisk's primary catalyst -- the shortage of flash storage chips -- is here to stay. The company's earnings are poised to take off substantially amid favorable end-market dynamics. Investors can still expect red-hot gains from Sandisk stock. 10 stocks we like better than Sandisk › An investment of $1,000 made in shares of Sandisk (NASDAQ: SNDK) just over a year ago -- when it separated from Western Digital and started trading on the stock market -- is worth an impressive $15,670 as of this writing. This stunning multibagger performance is the result of a terrific jump in Sandisk's revenue and earnings in recent quarters. The company is riding the wave of eye-popping demand for its flash storage memory chips. Given that the demand for its products is outpacing supply, Sandisk benefits from a favorable pricing environment that's driving exponential growth in its earnings. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But can this high-flying tech stock deliver more upside following its phenomenal gains in the past year? More importantly, can it replicate its performance and jump by 10x from current levels? Let's find out. The flash storage market's dynamics point toward better times for Sandisk Putting all your money into Sandisk stock and expecting it to make you significantly richer isn't a smart move. After all, any weaknesses in Sandisk's growth in the coming quarters could trigger a massive sell-off following its big jump in the past year. It is always a good idea to build a diversified portfolio to reduce reliance on a single stock or sector. However, buying Sandisk as part of a diversified portfolio could indeed be a smart move. That's because the primary factor driving the surge in Sandisk stock is here to stay. Storage demand from artificial intelligence (AI) data centers is s...

Oklo (OKLO +3.51%) went public in May 2024 through a merger with a special purpose acquisition company (SPAC) and has taken investors on a wild ride across its relatively short history as a publicly traded company. As of this writing, the company's share price is up 645% from market close on the day of its public debut. On the other hand, the stock trades down 64% from its all-time high. With power demand surging in connection with the scaling of artificial intelligence (AI) data centers, Oklo has been garnering interest from investors seeking innovative energy plays. Oklo specializes in small modular reactors (SMRs) that could wind up being great power sources for data centers, but there's still a lot of uncertainty regarding its commercialization timeline -- and whether its tech will secure the necessary regulatory approvals and deliver results in line with the company's forecasts. Could AI-related demand turn Oklo into a dividend giant? In January, Oklo announced that it had entered into a partnership with Meta Platforms. The deal sees Meta providing funding to develop a nuclear reactor in Ohio that is scheduled to generate at least 1.2 gigawatts (GW) of power for the tech giant. The first part of the reactor project is projected to come online by 2030. Oklo currently has a market capitalization of roughly $9.8 billion. Meanwhile, the company has yet to record any revenue from actual power-generating activities -- let alone profits. The deal with Meta represents a meaningful vote of confidence from one of the biggest players in the AI space, but there are still a lot of unknowns on the table. With that in mind, it's probably not reasonable to bet on the company paying a big dividend in the next five years. If I had to guess, I would assign a low probability to the company paying a dividend at all within the next five years -- and an even lower probability that the stock will be sporting a substantial dividend yield half a decade from now. Expand NYSE : OKLO Oklo ...

OTC Markets press release ( OTCM ): Q4 Non-GAAP EPS of $1.14. Revenue of $31.74M (+14.8% Y/Y). More on OTC Markets OTC Markets: The Quiet Winner Of The Retail Trading Cycle Seeking Alpha’s Quant Rating on OTC Markets Historical earnings data for OTC Markets Dividend scorecard for OTC Markets Financial information for OTC Markets

Riley Exploration Permian press release ( REPX ): Q4 GAAP EPS of $4.02 beats by $1.40 . Revenue of $97.2M (-5.3% Y/Y) misses by $11.27M . Generated $65 million of operating cash flow, $85 million of net income, $66 million of Adjusted EBITDAX (1) , $1 million of Total Free Cash Flow (1) and $17 million of Upstream Free Cash Flow (1) Incurred total accrual (activity-based) capital expenditures before acquisitions of $50 million ($28 million for upstream) Sold all of our membership interests in Dovetail Midstream LLC, a wholly owned subsidiary of the Company that held certain midstream infrastructure projects in Eddy County, New Mexico for total cash consideration of $123 million, with the right to earn up to an additional $60 million in cash payments contingent upon achieving certain volumetric performance thresholds over a five-year period ("Midstream Sale") Reduced debt outstanding by $120 million with a year-end debt-to-Adjusted EBITDAX (1) ratio of 1.0x (2) Announced the authorization of a stock repurchase program of up to $100 million of the currently outstanding shares of the Company's common stock More on Riley Exploration Permian Riley Exploration Permian: Midstream Divestiture Improves Its Balance Sheet Riley Exploration Permian Q4 2025 Earnings Preview Riley Permian announces $100M new share repurchase program Seeking Alpha’s Quant Rating on Riley Exploration Permian Historical earnings data for Riley Exploration Permian

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 29.5% year on year to $19.31 billion. On top of that, next quarter’s revenue guidance ($22 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $2.05 per share was 1.3% above analysts’ consensus estimates. Is now the time to buy Broadcom? Find out by accessing our full research report, it’s free. Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year 44.3%, up from 42% in the same quarter last year Free Cash Flow Margin: 41.5%, up from 40.3% in the same quarter last year 41.5%, up from 40.3% in the same quarter last year Inventory Days Outstanding: 44, down from 49 in the previous quarter 44, down from 49 in the previous quarter Market Capitalization: $1.49 trillion "Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Company Overview Originally the semiconductor division of Hewlett Packard, Broadcom (NASDAQ:AVGO) is a semiconductor conglomerate ...

Mujie/iStock via Getty Images Shares of Kilroy Realty Corporation ( KRC ) have been a poor performer over the past year, losing about 10% of their value. While it pays a large dividend, concerns continue to mount about office demand and the potential for declining occupancy. I last covered shares of Kilroy in July , rating the stock a “ S ell” given concerns about its debt load, and since then, shares have dropped 17%, justifying my caution. With updated financials and with shares having dropped below my $33 price target, now is a good time to revisit Kilroy. Seeking Alpha In the company’s fourth quarter , Kilroy Realty generated $0.97 of funds from operation (“FFO”), which was a penny below consensus as revenue declined by 5% to $272 million. For the full year, it generated $4.20 of FFO, down about 8.5% from 2024 levels. While revenue was down $14 million, property expenses were up 2% to $65 million. A challenge for the company is that the cost to operate an office building is fairly constant whether a building is 50% or 100% occupied. Declining occupancy is likely to pressure margins going forward. As a reminder, Kilroy primarily operates in legacy West Coast markets, though it also has a presence in Austin. Kilroy Occupancy was 81.6% in Q4, which was up 60 bps sequentially as it was able to pull forward start dates on previously leased space. Unfortunately, I expect this improvement in occupancy to be short-lived. It is also worth noting that while up sequentially, occupancy was down 220 bps from last year. Over the past year, we have seen a meaningful weakening in San Diego as occupancy fell by 550 bps to 83.7%; San Francisco also declined by 120 bps to 86.2%. LA was fairly stable at 75%, though this is a weak absolute level. During the quarter, it leased 827k square feet of space, the best Q4 since before COVID. While it signed a substantial number of leases, new leases were 27% below prior levels on a cash basis, a strikingly large drop. This was due to two lo...

Richard Drury/DigitalVision via Getty Images 2025 was the worst year for quality on record. I don't mean underperformance in the normal sense — I mean the MSCI USA Sector Neutral Quality Index lagged its parent by about 6.4% for the full year, and after Liberation Day the unprofitable names were outrunning the profitable ones by nearly 20%. The piñata stocks were all anyone wanted. Meanwhile, the companies actually generating free cash flow and maintaining clean balance sheets got left behind. That kind of dislocation doesn't happen often. Quality entered 2025 trading at more than +1 standard deviation above its long-term relative valuation. It now sits around -1 standard deviation. Two full standard deviations of mean reversion in twelve months. I've been watching this closely because Q4 started to show early signs of a shift — value and quality leading, growth and momentum rolling over. Whether that sticks is the big question for 2026, but historically these kinds of valuation resets in factor space tend to precede multi-year reversals. So yeah, I'm paying attention. One way to play this is through the Fidelity Quality Factor ETF ( FQAL ). It tracks the Fidelity U.S. Quality Factor Index, has about $1.16 billion in assets, 129 holdings, and charges 0.15%. Been around since September 2016, Morningstar Silver Medalist. Nothing exciting on the surface, which is kind of the point. Strategy The quality screen here uses three factors weighted equally at 33% each — Free Cash Flow Margin, Return on Invested Capital, and Free Cash Flow Stability. Banks get treated separately since their financials look nothing like a normal company (they screen on ROE and Debt to Assets instead, which I think is the right call). What I find more interesting about FQAL specifically is the sector-neutral construction. A lot of quality strategies end up being stealth tech-and-staples bets because those sectors naturally score well on quality metrics. FQAL avoids this by selecting the highest ...

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 29.5% year on year to $19.31 billion. On top of that, next quarter’s revenue guidance ($22 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $2.05 per share was 1.3% above analysts’ consensus estimates. Is now the time to buy Broadcom? Find out in our full research report. Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year Free Cash Flow Margin: 41.5%, up from 40.3% in the same quarter last year Inventory Days Outstanding: 44, down from 49 in the previous quarter Market Capitalization: $1.49 trillion "Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Company Overview Originally the semiconductor division of Hewlett Packard, Broadcom (NASDAQ:AVGO) is a semiconductor conglomerate spanning wireless communications, networking, and data storage as well as infrastructure software focused on mainframes and cybersecurity. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, Broadcom’s 22.6% annualized revenue growth over the last five years was incredible. Its growth surpassed ...

Fabless chip and software maker Broadcom AVGO reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 29.5% year on year to $19.31 billion. On top of that, next quarter’s revenue guidance ($22 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $2.05 per share was 1.3% above analysts’ consensus estimates. Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year Free Cash Flow Margin: 41.5%, up from 40.3% in the same quarter last year Inventory Days Outstanding: 44, down from 49 in the previous quarter Market Capitalization: $1.49 trillion "Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Company Overview Originally the semiconductor division of Hewlett Packard, Broadcom AVGO is a semiconductor conglomerate spanning wireless communications, networking, and data storage as well as infrastructure software focused on mainframes and cybersecurity. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, Broadcom’s 22.6% annualized revenue growth over the last five years was incredible. Its growth surpassed the average semiconductor company and shows its offerings resonate with customers, a great...

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 29.5% year on year to $19.31 billion. On top of that, next quarter’s revenue guidance ($22 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $2.05 per share was 1.3% above analysts’ consensus estimates. Is now the time to buy Broadcom? Find out in our full research report. Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year Free Cash Flow Margin: 41.5%, up from 40.3% in the same quarter last year Inventory Days Outstanding: 44, down from 49 in the previous quarter Market Capitalization: $1.49 trillion "Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Company Overview Originally the semiconductor division of Hewlett Packard, Broadcom (NASDAQ:AVGO) is a semiconductor conglomerate spanning wireless communications, networking, and data storage as well as infrastructure software focused on mainframes and cybersecurity. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, Broadcom’s 22.6% annualized revenue growth over the last five years was incredible. Its growth surpassed ...