imaginima/iStock via Getty Images Southern Co. ( SO ) +1.2% in Wednesday's trading as KeyBanc upgraded to Sector Weight from Underweight, saying the shares have largely lost their historical premium after underperforming utility peers over the past 12 months. Southern ( SO ) now trades in line with its large-cap, vertically integrated peer average of 19.2x, and KeyBanc's Sophie Karp believes the s...
imaginima/iStock via Getty Images Southern Co. ( SO ) +1.2% in Wednesday's trading as KeyBanc upgraded to Sector Weight from Underweight, saying the shares have largely lost their historical premium after underperforming utility peers over the past 12 months. Southern ( SO ) now trades in line with its large-cap, vertically integrated peer average of 19.2x, and KeyBanc's Sophie Karp believes the stock is fairly valued, and recent earnings growth outlook revision and constructive news flow should further support the shares. The company recently raised its long-term earnings per share compound annual growth rate to as high as 8% through 2030 on the back of accelerating large load additions and resulting 10% sales growth, and rate base growth is now forecast at 9%, which indicates a fairly modest 100 bps regulatory lag, Karp said. Southern ( SO ) is aiming to achieve this growth during the rate stay-out in its key Georgia and Alabama territories through 2029, which should reduce any possible regulatory overhangs elsewhere, the analyst said, adding the new growth targets bring the company more in line with its higher-growing, large-cap, vertically integrated peers. More on Southern Company Southern Company: A Buy Even If You Don't Believe The AI Hype; Dividend Aristocrat Status Near Southern Company: Hold Because Of Overvaluation In Utilities Southern Company Q4 2025 Earnings Call Presentation
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are solidly higher even as the war in Iran continues. It's been a volatile few days, yet in afternoon trading Wednesday, the S & P 500 remarkably turned higher for the week. A change from the past few days has been stead...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are solidly higher even as the war in Iran continues. It's been a volatile few days, yet in afternoon trading Wednesday, the S & P 500 remarkably turned higher for the week. A change from the past few days has been steadier conditions in the oil market. Because traders factor in a "war premium" into the price, think of oil as a very rough "mark-to-market" way to view the conflict in the Middle East. For most of Wednesday, it was the first day that oil traded lower since the war began. We've repeatedly pointed out that the market will likely take its cue from the oil markets. U.S. crude oil initially dropped after Treasury Secretary Scott Bessent said on CNBC that the Trump administration has "a series of announcements" it plans to make in support the oil trade. We'll see what else the White House has in store, but these comments suggest officials are aware of the inflationary pressures that come with surging energy prices. The market also got a boost from upbeat economic activity . Of course, the conflict in the Middle East is going to take up the market's mindshare, but we cannot lose sight of economic development and how companies are performing. Payroll processor ADP reported that private payrolls in February increased 63,000, exceeding the Dow Jones consensus estimate for 48,000. February represented a big jump from the downwardly revised 11,000 in January. We'll get a firmer picture of the labor market when the nonfarm payrolls report comes out Friday, but ADP calmed immediate fears of job weakness. In another upbeat sign about the economy, the Institute for Supply Management's Services PMI for February increased to 56.1, marking the highest level since July 2022. Prices paid by services organizations for materials and services also dropped to 63 from 66.6 and that could be viewed as ...
Vladimir Putin has accused Ukraine of carrying out a terrorist attack on one of Russia’s liquefied natural gas carriers which exploded into flames and sank in the Mediterranean Sea off Libya. The Arctic Metagaz had been sanctioned by the US and EU for being part of Moscow’s “shadow fleet” of ageing tankers that carry its oil and gas around the world, skirting Western restrictions. The Libyan Marit...
Vladimir Putin has accused Ukraine of carrying out a terrorist attack on one of Russia’s liquefied natural gas carriers which exploded into flames and sank in the Mediterranean Sea off Libya. The Arctic Metagaz had been sanctioned by the US and EU for being part of Moscow’s “shadow fleet” of ageing tankers that carry its oil and gas around the world, skirting Western restrictions. The Libyan Maritime Authority reported “sudden explosions, followed by a massive fire” on the ship on Tuesday, when it was about 150 miles (240km) off the city of Sirte. The tanker, which had been carrying 61,000 tons of LNG, “completely sank” between Libya and Malta, a statement said. All 30 crew members were rescued and put on another vessel heading to the Libyan city of Benghazi, it said. “This is a terrorist attack. This isn’t the first time we’ve seen this kind of thing,” Putin told Russian state television late on Wednesday, accusing Ukraine of being responsible. He said the incident was an attack that “exacerbates the situation on global energy markets, including gas markets”. Russia’s transport ministry had earlier said the vessel had been hit by Ukrainian sea drones launched from the Libyan coast, but provided no details. Ukraine has not commented on the incident, but said in December that it had hit a Russian tanker in the Mediterranean with aerial drones in the first such strike to be confirmed in the four-year war. Previous Ukrainian attacks on Russian ships in the Mediterranean have reportedly come from the Libyan coast, but Kyiv has not publicly confirmed them. Ukraine’s military has said in the past that it used sea drones to sink Russian vessels in the Black Sea. Ukraine’s state security service unveiled an upgraded sea drone called the Sea Baby in October, which it said had a range of 930 miles and could carry a weapon of up to two tonnes. View image in fullscreen Ukrainian Sea Baby drones. Photograph: Efrem Lukatsky/AP The Metagaz had sailed from the north-western Russian...
In afternoon trading on Wednesday, Energy stocks are the worst performing sector, showing a 0.7% loss. Within that group, APA Corp (Symbol: APA) and Coterra Energy Inc (Symbol: CTRA) are two of the day's laggards, showing a loss of 2.2% and 1.7%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), which is down 0.6% on the day, and up 6...
In afternoon trading on Wednesday, Energy stocks are the worst performing sector, showing a 0.7% loss. Within that group, APA Corp (Symbol: APA) and Coterra Energy Inc (Symbol: CTRA) are two of the day's laggards, showing a loss of 2.2% and 1.7%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), which is down 0.6% on the day, and up 6.42% year-to-date. APA Corp, meanwhile, is up 9.46% year-to-date, and Coterra Energy Inc, is down 3.01% year-to-date. Combined, APA and CTRA make up approximately 1.9% of the underlying holdings of XLE. The next worst performing sector is the Consumer Products sector, showing a 0.3% loss. Among large Consumer Products stocks, Tyson Foods Inc (Symbol: TSN) and J.M. Smucker Co. (Symbol: SJM) are the most notable, showing a loss of 3.2% and 2.5%, respectively. One ETF closely tracking Consumer Products stocks is the iShares U.S. Consumer Goods ETF (IYK), which is down 0.7% in midday trading, and up 4.85% on a year-to-date basis. Tyson Foods Inc, meanwhile, is down 6.04% year-to-date, and J.M. Smucker Co., is down 1.29% year-to-date. Combined, TSN and SJM make up approximately 1.3% of the underlying holdings of IYK. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Wednesday. As you can see, five sectors are up on the day, while four sectors are down. Sector % Change Technology & Communications +1.5% Industrial +0.6% Materials +0.5% Utilities +0.3% Healthcare +0.3% Financial -0.2% Consumer Products -0.3% Services -0.3% Energy -0.7% 10 ETFs With Stocks That Insiders Are Buying » Also see: Large Caps By Top Market Capitalization Top Ten Hedge Funds Holding LLDR CNDT market cap history The views and opinions ex...
Looking at the sectors faring best as of midday Wednesday, shares of Technology & Communications companies are outperforming other sectors, not showing much of a loss. Within that group, Super Micro Computer Inc (Symbol: SMCI) and Enphase Energy Inc. (Symbol: ENPH) are two large stocks leading the way, showing a gain of 17.7% and 4.8%, respectively. Among technology ETFs, one ETF following the sec...
Looking at the sectors faring best as of midday Wednesday, shares of Technology & Communications companies are outperforming other sectors, not showing much of a loss. Within that group, Super Micro Computer Inc (Symbol: SMCI) and Enphase Energy Inc. (Symbol: ENPH) are two large stocks leading the way, showing a gain of 17.7% and 4.8%, respectively. Among technology ETFs, one ETF following the sector is the Technology Select Sector SPDR ETF (Symbol: XLK), which is up 0.5% on the day, and up 0.69% year-to-date. Super Micro Computer Inc, meanwhile, is up 50.18% year-to-date, and Enphase Energy Inc., is down 30.40% year-to-date. Combined, SMCI and ENPH make up approximately 0.3% of the underlying holdings of XLK. The next best performing sector is the Services sector, losing just 0.2%. Among large Services stocks, Chipotle Mexican Grill Inc (Symbol: CMG) and Alphabet Inc (Symbol: GOOGL) are the most notable, showing a gain of 3.7% and 3.5%, respectively. One ETF closely tracking Services stocks is the iShares U.S. Consumer Services ETF (IYC), which is up 0.3% in midday trading, and up 1.32% on a year-to-date basis. Chipotle Mexican Grill Inc, meanwhile, is down 12.91% year-to-date, and Alphabet Inc, is down 12.64% year-to-date. CMG makes up approximately 1.1% of the underlying holdings of IYC. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Wednesday. As you can see, none of the sectors are up on the day, while eight sectors are down. Sector % Change Technology & Communications 0.0% Services -0.2% Consumer Products -0.5% Industrial -0.5% Financial -0.6% Energy -0.6% Utilities -1.0% Materials -1.2% Healthcare -1.8% 25 Dividend Giants Widely Held By ETFs » Also see: COWN Videos XUE Videos ST YTD Ret...
In trading on Wednesday, shares of MFA Financial, Inc.'s 6.50% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: MFA.PRC) were yielding above the 10% mark based on its quarterly dividend (annualized to $2.3196), with shares changing hands as low as $22.90 on the day. This compares to an average yield of 8.04% in the "Real Estate" preferred stock category, according to Preferred Sto...
In trading on Wednesday, shares of MFA Financial, Inc.'s 6.50% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: MFA.PRC) were yielding above the 10% mark based on its quarterly dividend (annualized to $2.3196), with shares changing hands as low as $22.90 on the day. This compares to an average yield of 8.04% in the "Real Estate" preferred stock category, according to Preferred Stock Channel . As of last close, MFA.PRC was trading at a 6.32% discount to its liquidation preference amount, versus the average discount of 13.94% in the "Real Estate" category. Below is a dividend history chart for MFA.PRC, showing historical dividend payments on MFA Financial, Inc.'s 6.50% Series C Fix/Float Cumulative Redeemable Preferred Stock: In Wednesday trading, MFA Financial, Inc.'s 6.50% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: MFA.PRC) is currently up about 0.4% on the day, while the common shares (Symbol: MFA) are up about 1.2%. Click here to find out the 50 highest yielding preferreds » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A torpedo fired by a US submarine sank an Iranian warship off the south coast of Sri Lanka as the Trump administration followed through on its threats to destroy Tehran’s military and political leadership. At least 87 Iranian sailors were killed in the attack on the Iris Dena on Wednesday. The frigate was sailing in international waters as it returned from a naval exercise organised by India in th...
A torpedo fired by a US submarine sank an Iranian warship off the south coast of Sri Lanka as the Trump administration followed through on its threats to destroy Tehran’s military and political leadership. At least 87 Iranian sailors were killed in the attack on the Iris Dena on Wednesday. The frigate was sailing in international waters as it returned from a naval exercise organised by India in the Bay of Bengal. The torpedo strike prompted questions from former US officials about whether Washington’s aim of eliminating all of Iran’s military breached international law. The incident came as the US-Israeli air assault on Iran continued for a fifth day, with Washington officials warning that strikes would soon hit targets “deeper” in Iran. US forces also targeted pro-Iranian militias in Iraq, while the Iranian Revolutionary Guard Corps (IRGC) announced that it would continue missile and drone strikes on targets throughout the Middle East. Pete Hegseth, the ex-Fox News host now leading the Pentagon as defence secretary, confirmed that the US sank the Iris Dena as it sailed close to the Sri Lankan coast. The Pentagon released black-and-white footage of a Mark 48 heavyweight torpedo striking the frigate, sending a geyser of seawater into the air. “An American submarine sank an Iranian warship that thought it was safe in international waters,” Hegseth said. He said the attack was carried out late on Tuesday night. “It was sunk by a torpedo, a quiet death – the first sinking of an enemy ship by a torpedo since World War II,” added Hegseth. “Like in that war, back when we were still the war department, we are fighting to win.” It is in fact one of only a few instances of a submarine sinking a ship since the second world war, and a rare example of an attack on a foreign warship not taking part in open hostilities. According to Sri Lanka’s foreign affairs minister, Vijitha Herath, coastguards received a distress call from the Iris Dena at 5.08am on Wednesday. Crew members des...
Igor Kutyaev CoStar Group's ( CSGP ) CEO, president of Marketplaces, and one of its directors disclosed this week purchases of stock totaling 76,720 shares as the company's stock price declined by 28% year-to-date. President and CEO Andrew Florance purchased 55,720 shares at an average price of $44.52 per share, adding up to a $2.48M purchase, according to a filing on Tuesday. That brings his tota...
Igor Kutyaev CoStar Group's ( CSGP ) CEO, president of Marketplaces, and one of its directors disclosed this week purchases of stock totaling 76,720 shares as the company's stock price declined by 28% year-to-date. President and CEO Andrew Florance purchased 55,720 shares at an average price of $44.52 per share, adding up to a $2.48M purchase, according to a filing on Tuesday. That brings his total holdings in the company to just under 1.59M shares. Frederick Saint, president of the company's Marketplaces unit, acquired 20,000 shares at an average of $45.33 per share on March 2, a $906.6K outlay. However, the executive also sold 11,096 shares at $44.63 per share, or ~$495K, on March 1. After both transactions, Saint holds 279,851 shares of CoStar ( CSGP ). Director Rachel Glaser paid $44.94 per share for 1,000 shares, a $44,940 purchase on March 2. Her total holdings come to 4,157 shares. CoStar ( CSGP ) stock rose 2.9% in Wednesday afternoon trading. More on CoStar Group CoStar Group, Inc. (CSGP) Q4 2025 Earnings Call Transcript CoStar Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Costar Group: Third Point Is Being Impatient (Rating Upgrade) CoStar Group Non-GAAP EPS of $0.31 beats by $0.04, revenue of $900M beats by $10.09M
Microsoft on Tuesday released Phi-4-reasoning-vision-15B , a compact open-weight multimodal AI model that the company says matches or exceeds the performance of systems many times its size — while consuming a fraction of the compute and training data. The release marks the latest and most technically ambitious chapter in the software giant's year-long campaign to prove that carefully engineered sm...
Microsoft on Tuesday released Phi-4-reasoning-vision-15B , a compact open-weight multimodal AI model that the company says matches or exceeds the performance of systems many times its size — while consuming a fraction of the compute and training data. The release marks the latest and most technically ambitious chapter in the software giant's year-long campaign to prove that carefully engineered small models can compete with, and in key areas outperform, the industry's largest AI systems. The 15-billion-parameter model, available immediately through Microsoft Foundry , HuggingFace , and GitHub under a permissive license, processes both images and text and can reason through complex math and science problems, interpret charts and documents, navigate graphical user interfaces, and handle everyday visual tasks like captioning photos and reading receipts. It arrives at a moment when the AI industry is grappling with a fundamental tension: the biggest models deliver the best raw performance, but their enormous cost, latency, and energy consumption make them impractical for many real-world deployments. "Our goal is to contribute practical insight to the community on building smaller, efficient multimodal reasoning models," the Microsoft Research team wrote in the model's official announcement , "and to share an open-weight model that is competitive with models of similar size at general vision-language tasks, excels at computer use, and excels on scientific and mathematical multimodal reasoning." How Microsoft trained a competitive vision model on one-fifth the data Perhaps the most striking claim in the release is how little training data the model required relative to its competitors. Phi-4-reasoning-vision-15B was trained on approximately 200 billion tokens of multimodal data, built atop the Phi-4-Reasoning language backbone (itself trained on 16 billion tokens) and the foundational Phi-4 model (400 billion unique tokens). By contrast, rival multimodal models from Aliba...
Jeremy Edwards/iStock Unreleased via Getty Images Listen below or on the go via Apple Podcasts and Spotify Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high . (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) The following is an abridged transcript: Fed-chief-to-be Kevin War...
Jeremy Edwards/iStock Unreleased via Getty Images Listen below or on the go via Apple Podcasts and Spotify Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high . (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) The following is an abridged transcript: Fed-chief-to-be Kevin Warsh’s job is getting tougher by the day . The White House may want lower fed funds rates, but the bond market is signaling rising inflation worries after the attacks on Iran and the surge in oil prices. Trump has said the conflict could last four to five weeks. That leaves a couple of months for things to normalize before Warsh’s first meeting — though Polymarket odds currently predict a cessation of hostilities by the end of June. Fed funds futures now show a 60% chance rates stay unchanged after Warsh’s inaugural meeting — up from 54% a week ago and 42% a month ago. Two quarter-point cuts are still priced in by year-end, though the odds have dipped to around 60%. Minneapolis Fed President Neel Kashkari said it’s “too soon to know” what impact a war with Iran might have on inflation or how long any effects could last. “Coming into this moment, I was feeling pretty good,”he said. “I felt like policy was in a pretty good place.” On the economic front, the ISM Services Index jumped to 56.1 in February from 53.8 in January, beating the 53.5 consensus. It’s the highest level in more than three years and marks the 20 th -straight month of expansion. Economists at Wells Fargo say some service-sector firms are adding headcount in anticipation of stronger activity. And while higher prices remain a burden, the ISM data suggest cost pressures aren’t getting materially worse. Their bottom line: service-sector conditions are improving as businesses navigate steep uncertainty. And ahead of Friday’s jobs report, ADP says private-sector employment grew by 63K in February — topping the 43K ...
In trading on Wednesday, shares of Arbor Realty Trust Inc's 6.25% Series E Cumulative Redeemable Preferred Stock (Symbol: ABR.PRE) were yielding above the 9% mark based on its quarterly dividend (annualized to $1.5625), with shares changing hands as low as $17.33 on the day. This compares to an average yield of 8.04% in the "Real Estate" preferred stock category, according to Preferred Stock Chann...
In trading on Wednesday, shares of Arbor Realty Trust Inc's 6.25% Series E Cumulative Redeemable Preferred Stock (Symbol: ABR.PRE) were yielding above the 9% mark based on its quarterly dividend (annualized to $1.5625), with shares changing hands as low as $17.33 on the day. This compares to an average yield of 8.04% in the "Real Estate" preferred stock category, according to Preferred Stock Channel . As of last close, ABR.PRE was trading at a 30.20% discount to its liquidation preference amount, versus the average discount of 13.94% in the "Real Estate" category. Below is a dividend history chart for ABR.PRE, showing historical dividend payments on Arbor Realty Trust Inc's 6.25% Series E Cumulative Redeemable Preferred Stock: In Wednesday trading, Arbor Realty Trust Inc's 6.25% Series E Cumulative Redeemable Preferred Stock (Symbol: ABR.PRE) is currently off about 0.7% on the day, while the common shares (Symbol: ABR) are up about 5.8%. Click here to find out the 50 highest yielding preferreds » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trad...
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trading on Wednesday, shares of UFP Industries Inc (Symbol: UFPI) entered into oversold territory, hitting an RSI reading of 29.4, after changing hands as low as $98.27 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 47.4. A bullish investor could look at UFPI's 29.4 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of UFPI shares: Looking at the chart above, UFPI's low point in its 52 week range is $87.1081 per share, with $118 as the 52 week high point — that compares with a last trade of $98.70. Find out what 9 other oversold stocks you need to know about » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
watch now VIDEO 3:07 03:07 Defense Department CTO Emil Michael: We can’t be reliant on any one AI provider anymore Money Movers Anthropic has been experiencing significant growth, a rapid rise driven largely by enterprise demand for its AI systems. Roughly 80% of the company's business now comes from enterprise customers, Anthropic CEO Dario Amodei told CNBC back in February, a contrast to its riv...
watch now VIDEO 3:07 03:07 Defense Department CTO Emil Michael: We can’t be reliant on any one AI provider anymore Money Movers Anthropic has been experiencing significant growth, a rapid rise driven largely by enterprise demand for its AI systems. Roughly 80% of the company's business now comes from enterprise customers, Anthropic CEO Dario Amodei told CNBC back in February, a contrast to its rival OpenAI whose products have drawn much of their early momentum from consumer adoption of ChatGPT. Its annual revenue run rate is nearing $20 billio n, up from about $14 billion only weeks ago, according to sources, while its recent $30 billion funding in a new round valued the AI developer at roughly $380 billion. But the AI startup's sudden, high-stakes battle with the Trump administration will force both its customers and investors to ask: Can that momentum continue? Defense contractors are dropping Anthropic's technology after the severe response from the Trump administration to designate the company a supply chain risk last week. This comes after it refused the Pentagon's terms for use of its AI over safety concerns — a designation previously used only for entities allegedly controlled by foreign governments like China and Russia when national security or espionage concerns are raised. The move by defense contractors is no surprise. "Most of our companies are actively involved in large defense contracts and so are very strict in their interpretation of the requirements," Alexander Harstrick, managing partner at J2 Ventures , which backs startups in the space, told CNBC. But other tech world executives say there will be, if not already, inevitable conversations in boardrooms across the corporate world about the Anthropic risk that extend far beyond the defense sector. "The administration did not just pull Anthropic contracts. President Trump directed federal agencies to phase out Anthropic's technology, and the Pentagon applied a 'supply chain risk' designation. That p...
mohd izzuan Evolus ( EOLS ) shares jumped ~36% on Wednesday, its biggest intraday gain in nearly half a decade, after the maker of Jeuveau anti-wrinkle therapy exceeded Street forecasts with its Q4 2025 financials, posting net income for the first time in nearly five years. On Tuesday after the close, the California-based beauty company reported $90.3M in revenue for the quarter, beating the conse...
mohd izzuan Evolus ( EOLS ) shares jumped ~36% on Wednesday, its biggest intraday gain in nearly half a decade, after the maker of Jeuveau anti-wrinkle therapy exceeded Street forecasts with its Q4 2025 financials, posting net income for the first time in nearly five years. On Tuesday after the close, the California-based beauty company reported $90.3M in revenue for the quarter, beating the consensus by $0.7M with ~14% YoY growth thanks to higher volumes of Jeuveau and other products. Evolus ( EOLS ) also posted quarterly net income for the first time since Q1 2021 after its net income for Q4 reached $130K, compared to a net loss of $6.7M in the prior year period. However, its gross margin slipped to 65.7% from 66.7% in the year-ago period, while GAAP EPS of $0.00 exceeded Street estimates by $0.05. The company projected $327M - $337M in net revenue for this year, indicating 10% YoY - 13% YoY growth from 2025, and estimated $450M - $500M in total net revenue for 2028 with a three-year CAGR of 15% - 19%. However, its projection of 65.5%–67.0% for adjusted gross profit margin in 2026 suggested a decline from 67.4% and 69.6% recorded in 2025 and 2024, respectively. More on Evolus Evolus, Inc. (EOLS) Q4 2025 Earnings Call Transcript Evolus, Inc. 2025 Q4 - Results - Earnings Call Presentation Evolus: A Difficult 2025 Means I'm Downgrading Stock To 'Hold' For 2026 Evolus outlines 2026 revenue guidance of $327M–$337M while expanding international presence and product portfolio Evolus GAAP EPS of $0.00 beats by $0.05, revenue of $90.3M beats by $0.72M