The US Justice Department filed a civil rights complaint alleging the University of California at Los Angeles created a hostile work environment for Jewish and Israeli employees. UCLA is accused in the lawsuit filed Tuesday of failing to prevent and correct discriminatory and harassing conduct following the Oct. 7, 2023, Hamas-led attack on Israel. “Based on our investigation, UCLA administrators ...
The US Justice Department filed a civil rights complaint alleging the University of California at Los Angeles created a hostile work environment for Jewish and Israeli employees. UCLA is accused in the lawsuit filed Tuesday of failing to prevent and correct discriminatory and harassing conduct following the Oct. 7, 2023, Hamas-led attack on Israel. “Based on our investigation, UCLA administrators allegedly allowed virulent anti-Semitism to flourish on campus, harming students and staff alike,” Attorney General Pamela Bondi said in a statement . The lawsuit demands that the university enforce anti-discrimination policies and asks a judge to award unspecified damages to “aggrieved Jewish and Israeli UCLA employees” who have been subjected to a hostile work environment. The new case follows the administration’s decision to drop an earlier fight with UCLA over similar issues. Last year, the administration cut around $584 million in funding and grants to the UC system, based in part on claims that UCLA had failed to prevent attacks against Jewish and Israeli students, and later proposed that the school pay $1.2 billion to settle the matter. A federal judge in San Francisco blocked the defunding in November, siding with a group of faculty and employee unions who alleged the administration was using the funding cuts to target free speech and research. The administration appealed in January and then dropped its appeal this month. Representatives of UCLA and the University of California Office of the President didn’t immediately respond to requests for comment.
Clean Energy Fuels press release ( CLNE ): Q4 Non-GAAP EPS of $0.00 beats by $0.04 . Revenue of $112.32M (+2.8% Y/Y) beats by $11.3M . 2026 Outlook Our GAAP net loss for 2026 is expected to range from approximately $(71) million to $ (66) million, assuming no unrealized gains or losses on customer contracts relating to the Company’s truck financing program and Amazon warrant charges estimated to b...
Clean Energy Fuels press release ( CLNE ): Q4 Non-GAAP EPS of $0.00 beats by $0.04 . Revenue of $112.32M (+2.8% Y/Y) beats by $11.3M . 2026 Outlook Our GAAP net loss for 2026 is expected to range from approximately $(71) million to $ (66) million, assuming no unrealized gains or losses on customer contracts relating to the Company’s truck financing program and Amazon warrant charges estimated to be approximately $47 million. Changes in diesel and natural gas market conditions resulting in unrealized gains or losses on the Company’s customer fueling contracts relating to the Company’s truck financing program, and significant variations in the vesting of the Amazon warrant could significantly affect the Company’s estimated GAAP net loss for 2026. Adjusted EBITDA for 2026 is estimated to range from approximately $70 million to $75 million. These expectations exclude the impact of any acquisitions, divestitures, new joint ventures, transactions and other extraordinary events; and macroeconomic conditions and global supply chain issues. Additionally, the expectations regarding 2026 Adjusted EBITDA assume the calculation of this non-GAAP financial measure in the same manner as described above and adding back the estimated Amazon warrant charges described above and without adjustments for any other items that may arise during 2026 that management deems appropriate to exclude. These expectations are forward-looking statements and are qualified by the statement under “Safe Harbor Statement” below. Shares -1.57% AH. More on Clean Energy Fuels Clean Energy Fuels: Reaching Profitability Is Taking Too Long, Introducing Unnecessary Portfolio Risks Clean Energy Fuels Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Clean Energy Fuels Historical earnings data for Clean Energy Fuels Financial information for Clean Energy Fuels
Zura Bio ( ZURA ) on Tuesday said it has commenced an underwritten public offering of its Class A ordinary shares or, in lieu of Class A ordinary shares to certain investors that so choose, pre-funded warrants to purchase Class A ordinary shares. In addition, Zura expects to grant the underwriters a 30-day option to purchase additional Class A ordinary shares in an amount of up to 15% of the aggre...
Zura Bio ( ZURA ) on Tuesday said it has commenced an underwritten public offering of its Class A ordinary shares or, in lieu of Class A ordinary shares to certain investors that so choose, pre-funded warrants to purchase Class A ordinary shares. In addition, Zura expects to grant the underwriters a 30-day option to purchase additional Class A ordinary shares in an amount of up to 15% of the aggregate number of shares and shares underlying the pre-funded warrants sold in the offering at the public offering price, less underwriting discounts and commissions. All of the Class A ordinary shares and pre-funded warrants to be sold in the proposed offering will be sold by Zura. ZURA -5.24% after hours to $6.32. Source: Press Release More on Zura Bio Zura Bio appoints Sandeep Kulkarni as CEO Seeking Alpha’s Quant Rating on Zura Bio Historical earnings data for Zura Bio Financial information for Zura Bio
Navitas Semiconductor press release ( NVTS ): Q4 GAAP EPS of -$0.14 misses by $0.05 . Revenue of $7.29M (-59.5% Y/Y) beats by $0.34M . First quarter 2026 net revenues are expected to increase to between $8.0 million and $8.5 million vs $7.36M consensus. Non-GAAP gross margin is expected to be 38.7% plus or minus 25 basis points, and non-GAAP operating expenses are expected to be approximately $15 ...
Navitas Semiconductor press release ( NVTS ): Q4 GAAP EPS of -$0.14 misses by $0.05 . Revenue of $7.29M (-59.5% Y/Y) beats by $0.34M . First quarter 2026 net revenues are expected to increase to between $8.0 million and $8.5 million vs $7.36M consensus. Non-GAAP gross margin is expected to be 38.7% plus or minus 25 basis points, and non-GAAP operating expenses are expected to be approximately $15 million. Shares +6% . More on Navitas Semiconductor Navitas 2.0: GaN And SiC Powerhouse Pivoting Into The AI Data Center Boom Navitas Semiconductor: Building Moats In Favorable Environments Under The Radar Navitas Semiconductor: Reset Underway - More Momentum Than Fundamentals Navitas Semiconductor Q4 2025 Earnings Preview Bullish chip stocks: A focus on small and mid caps ranked by price-to-sales multiple
Federal Reserve Bank of Boston President Susan Collins said interest rates are likely to stay unchanged “for some time” as recent economic data shows an improvement in the labor market, while risks to inflation remain. The labor market is showing “at least some more signs of an unusual kind of stability,” Collins said on Tuesday during a panel discussion hosted by the Boston Fed. She also pointed ...
Federal Reserve Bank of Boston President Susan Collins said interest rates are likely to stay unchanged “for some time” as recent economic data shows an improvement in the labor market, while risks to inflation remain. The labor market is showing “at least some more signs of an unusual kind of stability,” Collins said on Tuesday during a panel discussion hosted by the Boston Fed. She also pointed to the need for more evidence that inflation is coming down toward 2%. “I think that it’s quite likely that it will be appropriate to hold the current range for some time,” she said. “After 175 basis points of easing over the past year and a half, we are at mildly restrictive, perhaps quite close to neutral already,” Collins said, referencing the level at which interest rates neither stimulate nor restrain the economy. Amid signs of weakness in the labor market, Fed officials lowered rates by a percentage point in late 2024, and by another three-quarters of a point in the closing months of 2025. Policymakers held rates steady last month and a surprise fall in the unemployment rate in January may allow officials to do the same in March. A number of Fed officials, including some who had advocated for rate cuts, have recently said risks to employment have diminished. Others have voiced concerns about continued price pressures as inflation remains above the Fed’s 2% goal. Fed’s Hammack Says Rates Could Be on Hold for ‘Some Time’ Fed’s Waller Says March Rate Call Depends on Labor Market Richmond Fed President Tom Barkin , who also took part in the discussion, said he still sees risks on both sides of the central bank’s mandate. “Nobody wants inflation to stall, nobody wants the labor market to weaken further,” he said. “We are well positioned.”
(RTTNews) - Following the sell-off seen in the previous session, stocks showed a strong move back to the upside during trading on Tuesday. The major averages all moved notably higher, with the tech-heavy Nasdaq leading the way.
(RTTNews) - Following the sell-off seen in the previous session, stocks showed a strong move back to the upside during trading on Tuesday. The major averages all moved notably higher, with the tech-heavy Nasdaq leading the way.
The quantum computing space is a great place to look for stocks with millionaire-maker potential. This nascent technology has the capability to supplement some of the incredible technology being developed in the classical computing realm in remarkable ways. Hybrid systems that link quantum computers with traditional machines could solve problems that are far beyond the capacities of even the most ...
The quantum computing space is a great place to look for stocks with millionaire-maker potential. This nascent technology has the capability to supplement some of the incredible technology being developed in the classical computing realm in remarkable ways. Hybrid systems that link quantum computers with traditional machines could solve problems that are far beyond the capacities of even the most powerful classical supercomputers. While quantum computing may not be a relevant industry right now -- as the technology is simply not mature enough for commercial applications -- it may be by 2030. By 2035, many tech sector gurus expect it to be in fairly widespread use. In that light, investing in emerging quantum computing stocks now may be a bit risky, but I think if you pick the right ones, they could pay off in a big way. Image source: Getty Images. Continue reading
Gulfport Energy press release ( GPOR ): Q4 delivered total net production of 1.10 Bcfe per day, an increase of 4% over the fourth quarter of 2024. Produced total net liquids production of 18.2 MBbl per day, an increase of 12% over Q4 2024. Reported $132.4 million of net income and $234.8 million of adjusted EBITDA. Generated $185.4 million of net cash provided by operating activities and $120.2 mi...
Gulfport Energy press release ( GPOR ): Q4 delivered total net production of 1.10 Bcfe per day, an increase of 4% over the fourth quarter of 2024. Produced total net liquids production of 18.2 MBbl per day, an increase of 12% over Q4 2024. Reported $132.4 million of net income and $234.8 million of adjusted EBITDA. Generated $185.4 million of net cash provided by operating activities and $120.2 million of adjusted free cash flow. Repurchased approximately 664.7 thousand shares of common stock for approximately $135.0 million More on Gulfport Energy Gulfport Energy Adds Years To Its Estimated Inventory Through Appraisal Projects Seeking Alpha’s Quant Rating on Gulfport Energy Historical earnings data for Gulfport Energy Financial information for Gulfport Energy
Matson press release ( MATX ): Q4 GAAP EPS of $4.60 beats by $0.91 . Revenue of $851.9M (-4.3% Y/Y) beats by $4.6M . Full Year 2025 Net Income and EBITDA of $444.8 million and $704.7 million, respectively 1Q26 Consolidated Operating Income expected to be lower year-over-year 2026 Consolidated Operating Income expected to approach the level achieved in full year 2025 More on Matson Matson: From Mis...
Matson press release ( MATX ): Q4 GAAP EPS of $4.60 beats by $0.91 . Revenue of $851.9M (-4.3% Y/Y) beats by $4.6M . Full Year 2025 Net Income and EBITDA of $444.8 million and $704.7 million, respectively 1Q26 Consolidated Operating Income expected to be lower year-over-year 2026 Consolidated Operating Income expected to approach the level achieved in full year 2025 More on Matson Matson: From Mispricing To Mature Quality Matson expects Q4 EPS between $4.22 to $4.70 Seeking Alpha’s Quant Rating on Matson Historical earnings data for Matson Dividend scorecard for Matson
Tanger press release ( SKT ): Q4 FFO of $0.63 beats by $0.03 . Revenue of $160.3M (+13.9% Y/Y) beats by $16.88M . Guidance for 2026 Based on the Company’s internal budgeting process and its view on current market conditions, management currently believes the Company’s full-year 2026 net income and FFO per share will be as follows: For the year ending December 31, 2026: Low Range High Range Estimat...
Tanger press release ( SKT ): Q4 FFO of $0.63 beats by $0.03 . Revenue of $160.3M (+13.9% Y/Y) beats by $16.88M . Guidance for 2026 Based on the Company’s internal budgeting process and its view on current market conditions, management currently believes the Company’s full-year 2026 net income and FFO per share will be as follows: For the year ending December 31, 2026: Low Range High Range Estimated diluted net income per share $1.04 $1.12 Depreciation and amortization of real estate assets - consolidated and the Company’s share of unconsolidated joint ventures 1.37 1.37 Estimated diluted FFO per share (1) $2.41 $2.49 Click to enlarge More on Tanger Tanger: Record Results And Attractive Valuation Make It A Buy Tanger prices $220M exchangeable senior notes Tanger closes $550M of unsecured term loans, boosting capacity by $225M Seeking Alpha’s Quant Rating on Tanger Historical earnings data for Tanger
BOSTON, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Standard BioTools Inc. (NASDAQ: LAB) (the “Company” or “Standard BioTools”) today announced financial results for the quarter and fiscal year ended December 31, 2025.
BOSTON, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Standard BioTools Inc. (NASDAQ: LAB) (the “Company” or “Standard BioTools”) today announced financial results for the quarter and fiscal year ended December 31, 2025.
Bicara Therapeutics ( BCAX ) announced the commencement of an underwritten public offering of $150M of its common stock. The company plans to grant underwriters a 30-day option to purchase up to an additional $22.5M of shares. All shares in the proposed offering will be sold by Bicara. Proceeds will support regulatory and commercial preparation for ficerafusp alfa, accelerate its development in 1L...
Bicara Therapeutics ( BCAX ) announced the commencement of an underwritten public offering of $150M of its common stock. The company plans to grant underwriters a 30-day option to purchase up to an additional $22.5M of shares. All shares in the proposed offering will be sold by Bicara. Proceeds will support regulatory and commercial preparation for ficerafusp alfa, accelerate its development in 1L R/M HPV-negative HNSCC, fund manufacturing and early signal-finding for potential indication expansion, and cover general corporate purposes. More on Bicara Therapeutics Seeking Alpha’s Quant Rating on Bicara Therapeutics Historical earnings data for Bicara Therapeutics Financial information for Bicara Therapeutics
Realty Income press release ( O ): Q4 FFO of $1.08 misses by $0.01 . Revenue of $1.49B (+11.2% Y/Y) beats by $100M . FY26 FFO consensus of $4.47 Summarized below are approximate estimates of the key components of our 2026 earnings guidance (with 2025 Actuals for comparison): 2026 Guidance 2025 Actuals Net income per share (1) $1.65 - $1.69 $1.17 Real estate depreciation per share $2.68 $2.78 Other...
Realty Income press release ( O ): Q4 FFO of $1.08 misses by $0.01 . Revenue of $1.49B (+11.2% Y/Y) beats by $100M . FY26 FFO consensus of $4.47 Summarized below are approximate estimates of the key components of our 2026 earnings guidance (with 2025 Actuals for comparison): 2026 Guidance 2025 Actuals Net income per share (1) $1.65 - $1.69 $1.17 Real estate depreciation per share $2.68 $2.78 Other adjustments per share (2) $0.05 $0.33 AFFO per share $4.38 - $4.42 $4.28 Same store rent growth 1.0% - 1.3% 1.3 % Occupancy Approx 98.5% 98.9 % Cash G&A expenses (% of total gross asset value) (3)(4) 20 - 23 bps 21 bps Property expenses (non-reimbursable) (% of totalrevenue) (5) Approx 1.5% 1.6 % Income tax expenses $100 - $110 million $85 million Investment volume (at 100%) $8.0 billion $6.3 billion Lease termination income $30 - $40 million $49 million Click to enlarge More on Realty Income Realty Income: Soon We'll Have To Talk About $80 Per Share Realty Income: $14 Trillion Market, Monthly Dividends Realty Income's Pre-Earnings Rally Is Too Fast For My Liking (Rating Downgrade) Realty Income Q4 preview: What to expect From Gold to Chips: Large-Cap names with the most days at bullish Quant ratings
aluxum/E+ via Getty Images The stock market advanced Tuesday as Wall Street looked to regain some ground after Monday’s brutal AI-driven selloff. Semiconductors, software and consumer discretionary stocks led the gains, and a rally in Advanced Micro Devices ( AMD ) on the heels of a huge chip deal with Meta Platforms ( META) helped, too. The S&P 500 ( SP500 ) finished the session +0.8%, the Dow ( ...
aluxum/E+ via Getty Images The stock market advanced Tuesday as Wall Street looked to regain some ground after Monday’s brutal AI-driven selloff. Semiconductors, software and consumer discretionary stocks led the gains, and a rally in Advanced Micro Devices ( AMD ) on the heels of a huge chip deal with Meta Platforms ( META) helped, too. The S&P 500 ( SP500 ) finished the session +0.8%, the Dow ( DJI ) +0.8% and the tech-heavy Nasdaq Composite ( COMP:IND ) +1%. From a sector vantage point, 10 of the S&P 500’s 11 segments closed in positive trading territory, with consumer discretionary, industrials and information technology leading the charge. At the other end of the spectrum, health care suffered the most, followed by energy. Markets ended Monday markedly in the red as renewed uncertainty gripped investors following President Donald Trump’s recent tariff announcement, while AI disruption fears continued to linger as software stocks dropped. But the bearish sentiment reversed Tuesday as Anthropic ( ANTHRO ) revealed new software partnerships at its enterprise agents event. "At the moment, the modus operandi is to sell now and ask more detailed questions later," said Investing Group Leader Lawrence Fuller . "That typically presents opportunities for astute investors who parse through the rubble. I think the selling in certain sectors is getting way overblown, especially in regard to possible threats that companies may or may not face two years from now." Treasury yields were little changed Tuesday. The 2-year Treasury yield ( US2Y ) edged up 1 basis point to 3.47%, the 10-year Treasury yield ( US10Y ) held steady at 4.04%, and the 30-year Treasury yield ( US30Y ) slipped 1 basis point to 4.69%. On the economic calendar, the FHFA House Price Index rose less than expected in December, while the S&P Cotality Case-Shiller Home Price Index rose more than forecast in the same month. Consumer Confidence perked up in February, exceeding the consensus. The Richmond Fed Manuf...
AI-for-accounting startup Basis has raised $100 million from investors at a $1.15 billion valuation. Basis CEO Matt Harpe joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech” to talk about the company's plans and the impact of AI-powered tools. (Source: Bloomberg)
AI-for-accounting startup Basis has raised $100 million from investors at a $1.15 billion valuation. Basis CEO Matt Harpe joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech” to talk about the company's plans and the impact of AI-powered tools. (Source: Bloomberg)
Since healthcare tends to be such a big expense for retirees, a lot of older Americans tend to wait until age 65 to end their careers. That's because age 65 is when Medicare eligibility generally begins. But as eager as you may be to sign up for Medicare, it's important to understand how the program works. Here are three Medicare myths you can't afford to believe, since buying into them could upen...
Since healthcare tends to be such a big expense for retirees, a lot of older Americans tend to wait until age 65 to end their careers. That's because age 65 is when Medicare eligibility generally begins. But as eager as you may be to sign up for Medicare, it's important to understand how the program works. Here are three Medicare myths you can't afford to believe, since buying into them could upend your retirement finances. Image source: Getty Images. Continue reading
TransMedics Group press release ( TMDX ): Q4 GAAP EPS of $2.62 beats by $2.26 . Revenue of $160.8M (+32.2% Y/Y) beats by $5.52M . Generated net income of $190.3 million, or $4.87 per diluted share, in the full year 2025, which includes a net income tax benefit of $82.8 million Completed 5,139 U.S. OCS cases in the full year 2025, a 38% increase compared to 3,735 U.S. OCS cases in the full year 202...
TransMedics Group press release ( TMDX ): Q4 GAAP EPS of $2.62 beats by $2.26 . Revenue of $160.8M (+32.2% Y/Y) beats by $5.52M . Generated net income of $190.3 million, or $4.87 per diluted share, in the full year 2025, which includes a net income tax benefit of $82.8 million Completed 5,139 U.S. OCS cases in the full year 2025, a 38% increase compared to 3,735 U.S. OCS cases in the full year 2024 Owned 22 aircraft as of December 31, 2025 More on TransMedics Group TransMedics: Italian NOP Program Reinforces Huge International Opportunity TransMedics: Strong Growth And A Better Setup TransMedics Group, Inc. (TMDX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on TransMedics Group Historical earnings data for TransMedics Group
Arista Networks (NYSE:ANET) has expanded its alignment with Meta Platforms through Advanced Micro Devices for multi year AI infrastructure projects. The collaboration focuses on networking solutions tailored to next generation AI workloads in Meta's data centers. This shift highlights Arista's focus on capturing AI related networking growth beyond routine earnings updates. Arista Networks, trading...
Arista Networks (NYSE:ANET) has expanded its alignment with Meta Platforms through Advanced Micro Devices for multi year AI infrastructure projects. The collaboration focuses on networking solutions tailored to next generation AI workloads in Meta's data centers. This shift highlights Arista's focus on capturing AI related networking growth beyond routine earnings updates. Arista Networks, trading at $127.43, sits at the intersection of cloud networking and AI focused data centers. The...
Lucid press release ( LCID ): Q4 GAAP EPS of -$3.62 misses by $1.05 . Revenue of $522.73M (+122.9% Y/Y) beats by $63.19M . Delivered 5,345 vehicles in Q4 and 15,841 vehicles in 2025; up 72% compared to Q4 2024 and up 55% compared to full year 2024. Shares -5.2% AH. More on Lucid Lucid: 2 Strategic Pivots Give Hope, But I Remain Bearish Lucid: Not Yet A Buy, But Selling Options (For A High Yield) M...
Lucid press release ( LCID ): Q4 GAAP EPS of -$3.62 misses by $1.05 . Revenue of $522.73M (+122.9% Y/Y) beats by $63.19M . Delivered 5,345 vehicles in Q4 and 15,841 vehicles in 2025; up 72% compared to Q4 2024 and up 55% compared to full year 2024. Shares -5.2% AH. More on Lucid Lucid: 2 Strategic Pivots Give Hope, But I Remain Bearish Lucid: Not Yet A Buy, But Selling Options (For A High Yield) Makes Sense Lucid: Gravity Can't Lift Fundamentals Lucid Q4 earnings of deck: What to expect Quant snapshot: Amerigo, Allianz lead strong buys as Ashford Hospitality, Hudson Pacific lag
Earnings Call Insights: Enviri Corporation (NVRI) Q4 2025 Management View CEO F. Grasberger provided an update on the sale of Clean Earth, stating "We continue to target the midyear closing, and we are working diligently to complete the transaction." He added, "We are not yet in a position to narrow the cash payout range of $14.50 to $16.50... We may decide that New Enviri should retain more cash ...
Earnings Call Insights: Enviri Corporation (NVRI) Q4 2025 Management View CEO F. Grasberger provided an update on the sale of Clean Earth, stating "We continue to target the midyear closing, and we are working diligently to complete the transaction." He added, "We are not yet in a position to narrow the cash payout range of $14.50 to $16.50... We may decide that New Enviri should retain more cash for these contracts than we had hoped a few months ago." Grasberger credited Clean Earth's leadership for their execution and said, "The improvement realized at Clean Earth has been extraordinary... Clean Earth will continue to prosper as part of Veolia." Grasberger expressed optimism for New Enviri, saying, "Harsco Environmental and Rail are market-leading businesses... we believe Russell and his team are poised to accelerate positive change within and throughout these businesses." Senior VP & CFO Thomas Vadaketh reported, "We finished 2025 with quarterly adjusted earnings that was towards the high end of our expectations. Full year revenues for 2025 were $2.2 billion, led by 4% growth at Clean Earth... Adjusted EBITDA for the year totaled $275 million." Vadaketh highlighted, "Harsco Environmental... executed well operationally and successfully renewed a larger-than-normal volume of contracts during the year." Vadaketh addressed Rail: "For the year, Rail's ETOs contributed an EBITDA loss of approximately $20 million and these contracts consumed roughly $40 million of cash during the year." President, COO & Corporate Secretary Russell Hochman stated, "We've assembled an outstanding leadership team and announced the return of Pete Minan as our CFO. Many members of the team were integral to the identification, creation and rapid growth of the Clean Earth platform." Hochman added, "Two cost-out restructurings have already been completed at Rail, the most recent of which was in January. In addition, the team has achieved a significant reduction in third-party inventory manageme...
Henrik Sorensen/DigitalVision via Getty Images Thesis Summary Just when you think Novo Nordisk A/S ( NVO ) can't go any lower, it gets some more bad news, and the stock dips further. The stock already collapsed in 2025 as GLP-1 enthusiasm faded and political pressure intensified. Now, just as sentiment was beginning to stabilize, shares are down another 15% after CagriSema failed to demonstrate no...
Henrik Sorensen/DigitalVision via Getty Images Thesis Summary Just when you think Novo Nordisk A/S ( NVO ) can't go any lower, it gets some more bad news, and the stock dips further. The stock already collapsed in 2025 as GLP-1 enthusiasm faded and political pressure intensified. Now, just as sentiment was beginning to stabilize, shares are down another 15% after CagriSema failed to demonstrate non-inferiority to Eli Lilly’s ( LLY ) tirzepatide in a Phase 3 trial. Add to this weak guidance for 2026, with visible margin compression, and it’s easy to see why sentiment is so bearish. But I think enough is enough. Even if growth slows materially, Novo is still printing cash, and that’s something investors can’t ignore long-term. Clearly, my call for a bottom last month was premature , but the fundamentals have not changed, even with this negative press. What Actually Happened? Novo is down 15% after results from its REDEFINE 4 trial. It seems like CagriSema delivered 20.2% weight loss after 84 weeks, which is lower than the 23.6% achieved by tirzepatide. In short, the trial failed to demonstrate non-inferiority against Eli Lilly’s product, and thus Novo is down, while LLY is up. This is clearly a setback, but it does not invalidate Wegovy, and it does not erase Novo’s market share or even reduce the TAM. The obesity market is expanding rapidly, and even if Novo is not first in every trial, it remains one of only two scaled global players capable of manufacturing and distributing these therapies at volume. Margins Will Go Down, Yes It’s undeniable that margins are going to compress for Novo, but that much was known before. The market has become increasingly competitive, and as we move into oral forms of GLP-1, this could also begin to squeeze margins further. We’ve already seen gross margin fall from 84.7% to 81%, and net margin has dropped to 33.1%. What's worse, guidance for 2026 calls for adjusted sales and operating profit to decline between 5% and 13%. That’s not pr...
First Solar press release ( FSLR ): Q4 GAAP EPS of $4.84 misses by $0.33 . Revenue of $1.68B (+11.3% Y/Y) beats by $110M . The increase was primarily driven by an increase in the volume of modules sold in the fourth quarter. Net sales for the full year 2025 were $5.2 billion compared to $4.2 billion in the prior year, driven by a 24% increase in third‑party module volume. he complete 2026 guidance...
First Solar press release ( FSLR ): Q4 GAAP EPS of $4.84 misses by $0.33 . Revenue of $1.68B (+11.3% Y/Y) beats by $110M . The increase was primarily driven by an increase in the volume of modules sold in the fourth quarter. Net sales for the full year 2025 were $5.2 billion compared to $4.2 billion in the prior year, driven by a 24% increase in third‑party module volume. he complete 2026 guidance is as follows: 2026 Guidance (1) Volume Sold 17.0GW to 18.2GW Net Sales $4.9B to $5.2B Gross Margin (2) $2.4B to $2.6B Operating Expenses (3) $610M to $635M Adjusted EBITDA (4) $2.6B to $2.8B Capital Expenditures $0.8B to $1.0B Net Cash Balance (5) $1.7B to $2.3B Click to enlarge Shares -13% . More on First Solar First Solar: Buy The Dip, Heavy Growth, Strong Demand, Strategic Moves First Solar's Easy Value Trade Is Over (Rating Downgrade) First Solar: Easy Money Is Gone, Trimming My Position, But Not Running Away First Solar Q4 earnings on deck: What to expect First Solar surges after Supreme Court strikes down Trump's 'reciprocal' tariffs
MercadoLibre press release ( MELI ): Q4 GAAP EPS of $11.03 misses by $0.41 . Revenue of $8.76B (+44.6% Y/Y) beats by $300M . Shares +2% . More on MercadoLibre Mercado Libre: The Latin America Winner To Own Investing Experts Live: Beth Kindig And Andres Cardenal's Top Growth Picks For 2026 MercadoLibre: South America's E-Commerce And Fintech Leader Trading At A Discount MercadoLibre Q4 earnings on ...
MercadoLibre press release ( MELI ): Q4 GAAP EPS of $11.03 misses by $0.41 . Revenue of $8.76B (+44.6% Y/Y) beats by $300M . Shares +2% . More on MercadoLibre Mercado Libre: The Latin America Winner To Own Investing Experts Live: Beth Kindig And Andres Cardenal's Top Growth Picks For 2026 MercadoLibre: South America's E-Commerce And Fintech Leader Trading At A Discount MercadoLibre Q4 earnings on deck: What to expect MercadoLibre rallies as some traders speculate on a Venezuela boost