Scholar Rock press release ( SRRK ): Q4 GAAP EPS of -$0.88 beats by $0.01 . The Company did not record any revenue for the quarters ended December 31, 2025 and 2024, or for the full years ended December 31, 2025 and 2024. As of December 31, 2025, Scholar Rock had cash, cash equivalents, and marketable securities of $367.6 million. This reflects $60.4 million from the exercise of outstanding warran...
Scholar Rock press release ( SRRK ): Q4 GAAP EPS of -$0.88 beats by $0.01 . The Company did not record any revenue for the quarters ended December 31, 2025 and 2024, or for the full years ended December 31, 2025 and 2024. As of December 31, 2025, Scholar Rock had cash, cash equivalents, and marketable securities of $367.6 million. This reflects $60.4 million from the exercise of outstanding warrants for the quarter ended December 31, 2025. More on Scholar Rock Scholar Rock Holding Corporation (SRRK) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Scholar Rock Holding Corporation (SRRK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Scholar Rock: Apitegromab's Path Forward Remains Intact, Maintaining Buy Rating Seeking Alpha’s Quant Rating on Scholar Rock Historical earnings data for Scholar Rock
Robert Way Best Buy Co. ( BBY ) rallied in early trading on Tuesday after posting a mixed fourth-quarter earnings report and setting cautious guidance for the current quarter. Total revenue dipped 1.0% year-over-year to $13.8B for the quarter that ended on January 31. Domestic revenue was down 1.1% to $12.6B, primarily driven by a comparable sales decline of 0.8%. From a merchandising perspective,...
Robert Way Best Buy Co. ( BBY ) rallied in early trading on Tuesday after posting a mixed fourth-quarter earnings report and setting cautious guidance for the current quarter. Total revenue dipped 1.0% year-over-year to $13.8B for the quarter that ended on January 31. Domestic revenue was down 1.1% to $12.6B, primarily driven by a comparable sales decline of 0.8%. From a merchandising perspective, the largest drivers of the comparable sales decrease on a weighted basis were home theater and appliances. Those drivers were partially offset by growth in computing and mobile phones. Best Buy ( BBY ) said its data sources show overall market share was at least flat, pointing to slightly softer customer demand for the industry during the holiday quarter. Best Buy's ( BBY ) domestic gross profit rate was flat compared to a year ago at 20.9% of sales to edge past the consensus estimate of 20.8%. The company's gross profit rate included growth in Best Buy Ads and Marketplace, which was largely offset by lower product margin rates. International revenue was up 0.5% to $1.24B, primarily driven by the favorable impact of foreign exchange rates, which was partially offset by a comparable sales decline of 1.3%. Adjusted operating income as a percentage of revenue was 5.0% of sales, which was up from last year's mark of 4.9%. EPS was reported at $2.61 vs. $2.47 consensus and $2.58 a year ago. Looking ahead, Best Buy ( BBY ) sees FY27 revenue of $41.2B to $42.1B (midpoint $41.465B) vs. $42.2B consensus and adjusted diluted EPS of $6.30 to $6.60 (midpoint $6.45) vs. $6.65 consensus. "Moving forward to FY27, we are excited about the momentum in our business," noted Best Buy ( BBY ) CFO Matt Bilunas. "We also expect to continue to navigate a mixed macro environment," he added. Shares of Best Buy ( BBY ) were up 13.7% in premarket action. More on Best Buy Best Buy: Neither Doomed Nor Attractive Best Buy: Setup Has Gotten Cleaner Vs. A Few Months Ago Best Buy: A Beaten-Down, Attractivel...
Dilok Klaisataporn/iStock via Getty Images Motio Research reports their initial estimate of U.S. median household income for December 2025 is $87,270, a $450 (or 0.5%) increase from their initial December 2025 estimate of $86,820 . The firm's estimates are based on income data collected by the U.S. Census Bureau through its monthly Current Population Survey. This survey is conducted during the wee...
Dilok Klaisataporn/iStock via Getty Images Motio Research reports their initial estimate of U.S. median household income for December 2025 is $87,270, a $450 (or 0.5%) increase from their initial December 2025 estimate of $86,820 . The firm's estimates are based on income data collected by the U.S. Census Bureau through its monthly Current Population Survey. This survey is conducted during the week containing the 12th day of the month following the month in which its data applies. Motio Research adjusts its raw monthly estimates to account for the effects of seasonality and inflation, presenting its results in the form of an index with the median household income of January 2010 assigned a value of 100. The initial value of the firm's U.S. Real Median Household Income Index for January 2026 is 118.9. The following screenshot of Motio Research's interactive chart shows how this index has changed from January 2010 through January 2026: Evidence is mounting that Motio Research's survey-based estimates, which have seen a surge in median household income since July 2025, is picking up on a real change in trend from the pattern established since April 2021. We've advanced a hypothesis that explains why this development is occurring, which we'll update in a separate analysis in the near future. Analyst's Notes Political Calculations produces median household income estimates using other original data sources that complement Motio Research's survey-based estimates. Because of the ongoing delays in official aggregate wage and salary data being reported, we'll present our estimate for December 2025 in this edition and our estimate for January 2026 in next month's edition. We expect to fully catch up with Motio Research's estimates with our February and March 2026 estimates in early May 2026. Political Calculations' official estimate for median household income in December 2025 is $85,931, which is $101 higher than the ballpark estimate we projected last month. The following c...
Amylyx Pharmaceuticals press release ( AMLX ): Q4 GAAP EPS of -$0.30 beats by $0.04 . Cash, cash equivalents, and short-term investments were $317.0 million at December 31, 2025, compared to $344.0 million at September 30, 2025. Based on its current operating plans, Amylyx expects its cash runway into 2028. More on Amylyx Pharmaceuticals Amylyx Pharmaceuticals: Back From The Dead Amylyx Pharmaceut...
Amylyx Pharmaceuticals press release ( AMLX ): Q4 GAAP EPS of -$0.30 beats by $0.04 . Cash, cash equivalents, and short-term investments were $317.0 million at December 31, 2025, compared to $344.0 million at September 30, 2025. Based on its current operating plans, Amylyx expects its cash runway into 2028. More on Amylyx Pharmaceuticals Amylyx Pharmaceuticals: Back From The Dead Amylyx Pharmaceuticals, Inc. (AMLX) Presents at Citi Annual Global Healthcare Conference 2025 Transcript Amylyx Pharmaceuticals Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Amylyx Pharmaceuticals Historical earnings data for Amylyx Pharmaceuticals
Halfpoint Images | Moment | Getty Images Spouses who don't ask one question — "your 401(k) or mine?" — could be losing out on retirement money, research finds. By failing to allocate retirement savings to the spouse with the employer that provides the highest match rate , couples may be leaving money on the table, according to 2025 research published in the American Economic Review . By switching ...
Halfpoint Images | Moment | Getty Images Spouses who don't ask one question — "your 401(k) or mine?" — could be losing out on retirement money, research finds. By failing to allocate retirement savings to the spouse with the employer that provides the highest match rate , couples may be leaving money on the table, according to 2025 research published in the American Economic Review . By switching retirement contributions to the account with the higher match rate, 1 in 5 couples could increase their savings by an estimated $750 per year, note the research authors: Taha Choukhmane, assistant professor of finance at MIT Sloan School of Management; Lucas Goodman, an economist at the Treasury Department; and Cormac O'Dea, assistant professor of economics at Yale University. More from Women and Wealth: Here's a look at more coverage in CNBC's Women & Wealth special report, which highlights success stories and strategies for women to grow long-term wealth and make informed financial decisions. 93% of women are stressed about money. Building a cash reserve can help How to prepare for the ‘survivor’s penalty’ before a spouse passes ‘Fear is an opportunity,’ expert says. Use what scares you to build wealth By not focusing on the highest match, couples may sacrifice an average of $14,000 in retirement wealth over their lifetime, which may climb to as high as $40,000 in additional wealth at retirement for 10% of couples, according to the research. "The absence of coordination can be a choice, but it's a costly choice," Choukhmane said. Couples who don't sit down and talk about their finances are likely missing gaps like this that they could address, said Kate Winget, chief revenue officer at Morgan Stanley at Work, a provider of equity compensation plans for public and private companies. Which couples tend to coordinate best Choukmane said the research aims to gauge whether couples coordinate their finances as a household or instead manage their money individually. In the latte...
Versant Media Group, Inc. press release ( VSNT ): FY Revenue of $6.69B (-5.2% Y/Y) beats by $50M . 2025 Net Income Attributable to Versant of $930 Million 2025 Adjusted EBITDA of $2.42 Billion 1 2025 Standalone Adjusted EBITDA of $2.18 Billion 1 Versant Announces Dividend and Board Approved $1 Billion Share Repurchase Authorization and has declared a quarterly cash dividend of $0.375 per share, re...
Versant Media Group, Inc. press release ( VSNT ): FY Revenue of $6.69B (-5.2% Y/Y) beats by $50M . 2025 Net Income Attributable to Versant of $930 Million 2025 Adjusted EBITDA of $2.42 Billion 1 2025 Standalone Adjusted EBITDA of $2.18 Billion 1 Versant Announces Dividend and Board Approved $1 Billion Share Repurchase Authorization and has declared a quarterly cash dividend of $0.375 per share, representing an annualized dividend of $1.50 per share, subject to applicable board approvals, payable on April 22, 2026, to shareholders of record as of the close of business on April 1, 2026. More on Versant Media Group, Inc. Versant Is A Legacy Media Play That Needs More - Hold Why Warner Bros. Discovery Stock Is A Better Pick Than Versant Versant Media Group: Poorly Positioned Business Is Priced Accordingly CNBC to cut nearly a dozen jobs as it unifies TV and digital ops - Reuters Versant closes on the acquisition of Free TV Network
Welcome to our guide to the commodities driving the global economy. Today, Asia Energy Team Leader Stephen Stapczynski looks at how the Iran conflict has seriously disrupted the global LNG market. One question has dominated the global gas trade over the last 24 hours: When will Qatar be able to restart the world’s largest LNG export facility? The answer could have profound economic implications fr...
Welcome to our guide to the commodities driving the global economy. Today, Asia Energy Team Leader Stephen Stapczynski looks at how the Iran conflict has seriously disrupted the global LNG market. One question has dominated the global gas trade over the last 24 hours: When will Qatar be able to restart the world’s largest LNG export facility? The answer could have profound economic implications from Europe to Asia. The sudden closure of the Ras Laffan plant following an Iranian drone attack on Monday sent European gas prices soaring , stoking inflation fears. The Gulf state hasn’t provided a timeline for reopening a plant that accounts for about a fifth of global liquefied natural gas supply. China, the biggest buyer of the country’s LNG, has been trying to dissuade Iran from targeting vital energy export infrastructure. In the best-case scenario, the outage would be resolved in a few days — a short, if expensive, blip. But if the shutdown continues for weeks or even months, Europe and Asia will be forced to compete for the finite amount of spare LNG supply from elsewhere. This would inevitably drive prices up even further. Europe needs LNG to refill inventories for next winter. Right now, Chinese demand is relatively weak, so the country’s importers may be willing to resell their cargoes at high prices — but the country can’t cede supply for months. Even when Qatar decides the facilities can restart, it’s unknown how long it will take to resume operation of all 14 production trains at the Ras Laffan complex, which is more than twice the size of New York’s Central Park. And shipping could still be a problem. Safety concerns and surging insurance rates have forced tankers to halt travel through the Strait of Hormuz — the vital waterway that Qatar’s exports must transit to reach Asia and Europe. Amid the gloom, there are two things that can give gas consumers solace. Firstly, prices today remain far lower than in 2022, when Russia’s invasion of Ukraine upended the mar...
DNY59/E+ via Getty Images A reader recently asked me, What is taking so long for REITs ( VNQ ) to recover from their bear market? It is an interesting question, and it is not the first time that I have received it. Many REIT investors are starting to get impatient after enduring a long-lasting bear market that seems never-ending. For context, REITs began to sell off in 2022 when the Fed hiked inte...
DNY59/E+ via Getty Images A reader recently asked me, What is taking so long for REITs ( VNQ ) to recover from their bear market? It is an interesting question, and it is not the first time that I have received it. Many REIT investors are starting to get impatient after enduring a long-lasting bear market that seems never-ending. For context, REITs began to sell off in 2022 when the Fed hiked interest rates at an unprecedented pace to fight off the inflation. Data by YCharts This led REITs to drop by nearly 40% from early 2022 through the end of 2023: Data by YCharts Valuations actually dropped even more than this because most REITs kept steadily growing their cash flows and dividends, even as their share prices collapsed. NAREIT But here's what many investors now seem to ask themselves: If this crash was due to rate hikes, then why haven't REITs recovered yet, as the Fed has been steadily cutting interest rates since 2024? Well, first off, it is wrong to say that they haven't recovered. Yes, they have not yet fully recovered, but they have actually risen by nearly 50% on average since hitting their lowest point in late 2023: Data by YCharts Even then, yes, it is true that REITs still remain much lower than what they traded at their peak in 2022, despite generating much higher cash flows today. Why is that? I think that there are 3 reasons: First, while the Fed has begun to cut interest rates, it still hasn't brought them back down to where they used to be. The historic surge in interest rates diverted a lot of capital away from REITs and other high-yielding equities into fixed-income investments, and it takes time for those allocations to change. There is today still more cash than ever before sitting in money-market funds at near $8 billion, comfortably earning a near 4% annual yield: Data by YCharts Second, while most REITs have kept growing their cash flows and dividends in recent years, this is not true of every single REIT. There are exceptions that have suffe...
Sportradar press release ( SRAD ): Q4 GAAP EPS of € 0.01. Revenue of € 369.89M (+20.5% Y/Y). Adjusted EBITDA increased 48% to €89 million and Adjusted EBITDA margin expanded 451 basis points to 24.2% Generated net cash from operating activities of €88 million and Free cash flow of €18 million Repurchased $25 million of shares under the share repurchase plan. 2026 Full Year Financial Outlook Sportr...
Sportradar press release ( SRAD ): Q4 GAAP EPS of € 0.01. Revenue of € 369.89M (+20.5% Y/Y). Adjusted EBITDA increased 48% to €89 million and Adjusted EBITDA margin expanded 451 basis points to 24.2% Generated net cash from operating activities of €88 million and Free cash flow of €18 million Repurchased $25 million of shares under the share repurchase plan. 2026 Full Year Financial Outlook Sportradar is targeting fiscal 2026 outlook as follows: Revenue growth on a Constant Currency 1 basis of 23% to 25%. When factoring in current foreign currency rates, revenues are expected to grow to a range of €1,557 to €1,582 million Adjusted EBITDA growth on a Constant Currency basis of 34% to 37%. When factoring in current foreign currency rates, Adjusted EBITDA is expected to grow to a range of €390 to €400 million Adjusted EBITDA margin expansion of approximately 200 to 225 basis points Free cash flow conversion 1 rate is expected to exceed the 2025 level of 56% More on Sportradar Sportradar: One Of My Top Bets For 2026 Sportradar: An Unseen Engine Driving Global Sports, But Overvalued Sportradar extends integrity services deal with FIFA ahead of World Cup Seeking Alpha’s Quant Rating on Sportradar Historical earnings data for Sportradar
Varlay/iStock via Getty Images The Novo Nordisk ( NVO ) ( NONOF ) story keeps getting hammered by the markets. Every time it goes down by 10-20%, it seems the valuations have hit rock bottom, only for more downside to emerge. The latest round of selling has been in response to a REDEFINE 4 non-inferiority miss —another blow to the company already reeling under competitive positioning pressures and...
Varlay/iStock via Getty Images The Novo Nordisk ( NVO ) ( NONOF ) story keeps getting hammered by the markets. Every time it goes down by 10-20%, it seems the valuations have hit rock bottom, only for more downside to emerge. The latest round of selling has been in response to a REDEFINE 4 non-inferiority miss —another blow to the company already reeling under competitive positioning pressures and negative growth guidance issued for 2026. The core question that answers whether Novo Nordisk is a contrarian Buy, aided by distressed valuations, is where margins eventually settle in 2026. Markets are now assuming high single-digit earnings and revenue fall in 2026, followed by a period of slow normalization. However, there is still room for margin compression ahead, and markets may be assuming earlier-than-expected normalization, as my analysis finds. I see current expectations not really accounting for implied pricing pressures in what the markets assume to be a potentially permanent second-place position for the company. However, at current valuations, Novo Nordisk could still be a speculative contrarian Buy, despite margin uncertainties. The key support arises from two core pillars that still stand unharmed even if Novo Nordisk stays second. One, structural industry economics remain intact and probably a greater factor in the long run. The global GLP-1 obesity market is still effectively a two-player arena with high manufacturing and regulatory barriers, meaning competitive pressure does not automatically translate into a commodity-like margin collapse. And two, elasticity expands the profit pool. Pricing resets, while painful in the short term, are unlocking new demand avenues and broadening access, so volume growth can offset pricing pressure over time. These two forces support long-term earnings durability even if Novo Nordisk's position in the race remains second. But at the same time, they do not decisively overpower the current margin discussion because growth ...