EVgo press release ( EVGO ): Q4 GAAP EPS of -$0.04 beats by $0.03 . Revenue of $118.47M (+75.5% Y/Y) beats by $15.86M . Charging network revenue totaled a record $64 million in the fourth quarter, an increase of 37% year-over-year, representing the 16 th consecutive quarter of double-digit year-over-year charging revenue growth. Network throughput reached 99 gigawatt-hours (“GWh”) in the fourth qu...
EVgo press release ( EVGO ): Q4 GAAP EPS of -$0.04 beats by $0.03 . Revenue of $118.47M (+75.5% Y/Y) beats by $15.86M . Charging network revenue totaled a record $64 million in the fourth quarter, an increase of 37% year-over-year, representing the 16 th consecutive quarter of double-digit year-over-year charging revenue growth. Network throughput reached 99 gigawatt-hours (“GWh”) in the fourth quarter, an increase of 18% year-over-year. Added more than 500 new operational stalls during the fourth quarter and over 1,200 operational stalls for the full year 2025. Ended the fourth quarter with 5,100 stalls in operation, an increase of 25% year-over-year. $211 million in cash, cash equivalents, and restricted cash as of December 31, 2025. 2026 Financial Guidance EVgo is initiating full year 2026 guidance as follows: Total revenue of $410 – $470 million vs. $478.03M consensus Adjusted EBITDA * of $(20) million – $20 million More on EVgo EVgo: Profitability Leadership To Drive Rating Upgrade EVgo Q4 2025 Earnings Preview EVgo expands its EV battery charging partnership with Kroger Seeking Alpha’s Quant Rating on EVgo Historical earnings data for EVgo
On Holding (ONON) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.46%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of ...
On Holding (ONON) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.46%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of $0.34 per share when it actually produced earnings of $0.5, delivering a surprise of +47.06%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. On Holding, which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $930.9 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.72%. This compares to year-ago revenues of $691.24 million. The company has topped consensus revenue estimates four times 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. On Holding shares have added about 0.6% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for On Holding? While On Holding has outperformed 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 e...
Key Points Investors piled into Magnificent Seven stocks in recent years. These companies operate in the high-growth field of AI. 10 stocks we like better than Meta Platforms › The Magnificent Seven tech stocks used to be almost automatic winners. They led the S&P 500 higher in the earlier days of the artificial intelligence (AI) boom as investors aimed to get in on players most likely to benefit ...
Key Points Investors piled into Magnificent Seven stocks in recent years. These companies operate in the high-growth field of AI. 10 stocks we like better than Meta Platforms › The Magnificent Seven tech stocks used to be almost automatic winners. They led the S&P 500 higher in the earlier days of the artificial intelligence (AI) boom as investors aimed to get in on players most likely to benefit from this new technology. And the Magnificent Seven, as well-established tech stocks, also offered investors a certain sense of stability -- even though they may face their share of headwinds, they have what it takes to soar over time. And speaking of headwinds, we're now in a period that hasn't been the easiest for these players. Though the earnings backdrop and tech spending remain positive, investors have started to worry about some aspects of the AI story. For example, one concern has been that the spending level may be too high, and the revenue opportunity won't justify it. 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 » One positive point is that these concerns have left certain Magnificent Seven stocks trading at bargain levels. Let's check out the best one to buy right now. The cheapest of the bunch This stock trades for only 21x forward earnings estimates, making it the cheapest of the group right now. I'm talking about Meta Platforms (NASDAQ: META), a company you may know best for its ownership of Facebook, Messenger, WhatsApp, and Instagram. Meta is a social media giant, with 3.5 billion people around the globe using at least one of these popular apps every day. But this company also is on the road to becoming an AI powerhouse. And this is something that could significantly boost revenue over time. Here's how: Meta has designed its own large language model and is building out data centers -- mo...
"But as we wish him even more success in the future, we also look forward to sharing with viewers who the House of Games's next resident will be - and will have more on that soon."
"But as we wish him even more success in the future, we also look forward to sharing with viewers who the House of Games's next resident will be - and will have more on that soon."
Schroptschop/iStock via Getty Images By Bert Colijn, Chief Economist, Netherlands Let's look back at February: inflation increased from 1.7% to 1.9%. The negative contribution from energy prices was smaller in February, but most importantly, core inflation jumped from 2.2% to 2.4%. The increase was seen for both services and goods inflation, and shows that, even before the Middle East conflict beg...
Schroptschop/iStock via Getty Images By Bert Colijn, Chief Economist, Netherlands Let's look back at February: inflation increased from 1.7% to 1.9%. The negative contribution from energy prices was smaller in February, but most importantly, core inflation jumped from 2.2% to 2.4%. The increase was seen for both services and goods inflation, and shows that, even before the Middle East conflict began, inflationary pressures had far from fully abated. From here on, things are set to get bumpier again. While we had expected inflation to remain below 2% for most of the year, the risk to the outlook is clearly up due to the war in the Middle East causing energy supply disruptions and soaring energy prices. The eurozone energy supply remains vulnerable as it has become a lot more reliant on LNG, for which global prices have surged since the weekend. The longer the conflict goes on, the more impactful this will be for eurozone inflation and economic growth. If the conflict continues for a few weeks, expect inflation to rebound to the mid-2% range. But if a significant disturbance to energy supply lasts longer, the impact is bound to become larger, which means that uncertainty around the inflation outlook is returning after having been comfortably steady around the target for a long time. The ECB's Chief Economist, Philip Lane, has warned that a renewed spike in inflation is possible on the back of current developments. Given the 2021-22 spike in inflation and with core inflation still above target, expect the ECB to be vigilant about a renewed substantial run-up of inflation. At the same time, though, with inflation still benign now, rates not accommodative but neutral, and the outcome of the Middle East conflict very uncertain, the ECB will not jump at any energy price development either. Content Disclaimer This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The ...
andriano_cz/iStock via Getty Images France will expand its nuclear arsenal and could provide for its deployment to allies as needed, President Emmanuel Macron announced, signaling a major doctrine change for the country. Macron called for an advanced deterrence approach, which would initially offer partners the opportunity to participate in deterrence exercises. "This could also involve signaling,...
andriano_cz/iStock via Getty Images France will expand its nuclear arsenal and could provide for its deployment to allies as needed, President Emmanuel Macron announced, signaling a major doctrine change for the country. Macron called for an advanced deterrence approach, which would initially offer partners the opportunity to participate in deterrence exercises. "This could also involve signaling, including beyond our immediate borders, or the conventional participation of allied forces in our nuclear activities. Finally, it could provide for the deployment, as needed, of strategic force elements to our allies," he added. The UK, Germany, Poland, the Netherlands, Belgium, Greece, Sweden, and Denmark will join France in this effort. "Discussions are also underway with several other countries and will continue in the coming weeks and months," Macron said. France will also stop disclosing the number of nuclear weapons in its arsenal. "To be free, therefore, one must be feared, and to be feared, one must be powerful. This increase in our arsenal is proof of that," Macron declared. The president said the U.S.' recent defense strategy "demonstrates a rearrangement of American priorities and a strong incentive for Europe to take more direct responsibility for its own security." As part of this push, France and Germany set up a high-ranking nuclear steering group and will take the first concrete steps towards cooperation this year. These include German participation in French nuclear exercises (like the UK did in December), joint visits to strategic sites, and development of conventional capabilities with European partners. This cooperation "will add to, not substitute for, NATO's nuclear deterrence and NATO's nuclear sharing arrangements," the countries announced in a joint statement . France has 290 nuclear weapons, while the UK has 225. Germany does not possess its own nukes, but it hosts 15 U.S. nuclear warheads. The U.S. and Russia have more than 5,000 nukes each, acco...
Nikada/iStock via Getty Images While MidCap Financial ( MFIC ) is currently paying out a double-digit dividend yield, the recent dividend cut on the back of a sequential drop in coverage has added the BDC to a growing list of BDCs trading at a steep discount to net asset value ("NAV") per share as the macro backdrop continues to be defined by market fears around disruption to software companies fr...
Nikada/iStock via Getty Images While MidCap Financial ( MFIC ) is currently paying out a double-digit dividend yield, the recent dividend cut on the back of a sequential drop in coverage has added the BDC to a growing list of BDCs trading at a steep discount to net asset value ("NAV") per share as the macro backdrop continues to be defined by market fears around disruption to software companies from AI. This has been termed the SaaSpocalypse, and the largest industry of MFIC's investment portfolio was credit underwritten to software companies. The BDC's total investment portfolio as of the end of its recently reported fiscal 2025 fourth quarter was $3.17 billion at fair value, with an 11.4% allocation to software. This portfolio generated fourth-quarter total investment income of $78.36 million , down 4.6% versus its year-ago comp and a small miss on consensus estimates. The BDC last declared a quarterly cash dividend of $0.31 per share , an 18.4% decline from its prior distribution, and $1.24 per share annualized for a 12.8% dividend yield. This cut also adds MFIC to a list of BDCs that have recently cut their dividend, including Golub Capital ( GBDC ), BlackRock TCP Capital ( TCPC ), and Stellus Capital ( SCM ). MidCap Financial Fiscal 2025 Fourth Quarter Presentation MFIC's second largest portfolio allocation at 9.1% of its total was to Health Care Providers & Services, with Media companies its third largest allocation at 6.6%. This broad industry allocation is important against a stock market that is increasingly marking down the valuation of securities with software exposure. This move is most reflected in MFIC's discount to NAV, which has been expanding and is currently running at 32% against NAV per share of $14.18 as of the end of the fourth quarter. Hence, you can essentially pick up MFIC for less than 70 cents on the dollar and with an 880 positive spread over the U.S. 10-year Treasury yield ( US10Y ) at 4%. However, to what extent this represents a buying...
Best Buy press release ( BBY ): Q4 Non-GAAP EPS of $2.61 beats by $0.14 . Revenue of $13.81B (-1.0% Y/Y) misses by $70M . The company announced its board of directors approved a 1% increase in the regular quarterly cash dividend to $0.96 per common share. The regular quarterly dividend is payable on April 14, 2026, to shareholders of record as of the close of business on March 24, 2026. FY27 Finan...
Best Buy press release ( BBY ): Q4 Non-GAAP EPS of $2.61 beats by $0.14 . Revenue of $13.81B (-1.0% Y/Y) misses by $70M . The company announced its board of directors approved a 1% increase in the regular quarterly cash dividend to $0.96 per common share. The regular quarterly dividend is payable on April 14, 2026, to shareholders of record as of the close of business on March 24, 2026. FY27 Financial Guidance “Moving forward to FY27, we are excited about the momentum in our business,” said Matt Bilunas, Best Buy CFO. “We also expect to continue to navigate a mixed macro environment.” The company’s FY27 financial guidance is as follows: Revenue of $41.2 billion to $42.1 billion vs. $42.22B consensus Comparable sales % change 1 of (1.0%) to 1.0% Adjusted operating income rate 2 of 4.3% to 4.4% Adjusted effective income tax rate 2 of approximately 25.5% Adjusted diluted EPS 2 of $6.30 to $6.60 vs. $6.65 consensus Capital expenditures of approximately $750 million Bilunas continued, "For the first quarter, we expect comparable sales growth of approximately 1% and an adjusted operating income rate of approximately 3.9%." 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, Attractively Priced, 5% Yielder Hiding In Plain Sight (Rating Upgrade) Best Buy Q4 2026 Earnings Preview Best Buy faces challenging FY26 as tough comps, housing slump cloud sales outlook - analyst