Americold Realty Trust press release ( COLD ): Q4 FFO of $0.25 misses by $0.01 . Revenue of $658.5M (-1.2% Y/Y) beats by $3.95M . FY26 FFO consensus of $0.89 February 19, 2026 Warehouse segment same store revenues (constant currency) $2.20B – $2.27B Warehouse segment same store NOI (constant currency) $735M – $785M Total Company NOI (constant currency) $780M – $845M Total selling, general and admi...
Americold Realty Trust press release ( COLD ): Q4 FFO of $0.25 misses by $0.01 . Revenue of $658.5M (-1.2% Y/Y) beats by $3.95M . FY26 FFO consensus of $0.89 February 19, 2026 Warehouse segment same store revenues (constant currency) $2.20B – $2.27B Warehouse segment same store NOI (constant currency) $735M – $785M Total Company NOI (constant currency) $780M – $845M Total selling, general and administrative expense (inclusive of approximately $218M – $228M of core SG&A, $23M – $24M of share-based compensation expense, and $8M-$10M of Project Orion deferred costs amortization) $250M – $260M Core EBITDA $570M – $620M Interest expense $170M – $180M Current income tax expense $6M – $8M Total maintenance capital expenditures $60M – $70M Adjusted FFO per share $1.20 – $1.30 Click to enlarge More on Americold Realty Trust Americold Realty: A Mispriced Cyclical REIT Offering A Compelling Yield Americold: Attractive Valuation, But Weak Fundamentals Americold Offers 8.6% Dividend Yield While Waiting For Market Thaw Americold Realty Trust double downgraded at BofA Securities on lower returns Americold names new CFO, reaffirms 2025 outlook
(RTTNews) - While reporting financial results for the fourth quarter on Thursday, electric utility IDACORP, Inc. (IDA) initiated its earnings guidance for the full year 2026 in a range of $6.25 to $6.45 per share.
(RTTNews) - While reporting financial results for the fourth quarter on Thursday, electric utility IDACORP, Inc. (IDA) initiated its earnings guidance for the full year 2026 in a range of $6.25 to $6.45 per share.
Baris-Ozer/iStock via Getty Images A massive American military buildup keeps growing in the Middle East amid unprecedented air power in the region that hasn't been seen since the 2003 invasion of Iraq. Among them are F-16 fighters, F-22s and F-35s, along with refueling jets, and radar and intelligence-gathering planes. Supporting their presence are two aircraft carrier groups, as well as air defen...
Baris-Ozer/iStock via Getty Images A massive American military buildup keeps growing in the Middle East amid unprecedented air power in the region that hasn't been seen since the 2003 invasion of Iraq. Among them are F-16 fighters, F-22s and F-35s, along with refueling jets, and radar and intelligence-gathering planes. Supporting their presence are two aircraft carrier groups, as well as air defense systems and batteries that have been rushed over to assist in any coming campaigns. What's next? Diplomatic discussions with Iranian officials took place this week , but it's unlikely the Islamic Republic will agree to the list of red lines posed by President Trump. Zero nuclear enrichment, the transfer of nuclear stockpiles out of the country, and snap inspections are just several demands that will be difficult to square, as well as Tehran's ballistic missile program, violent suppression of its citizens, and ending support to regional terror proxies. At this point, it looks like an offensive is only a matter of time, and could even come within days. Current firepower in the region is thought to support a sustained attack against Iran, instead of the one-off "Midnight Hammer" strike conducted last June. Options this time around also likely include the elimination of Iranian military and political leaders, and possibly overthrowing the regime following its brutal crackdown last month that is thought to have killed thousands . On watch: A significant "war premium" was tacked on to crude oil on Wednesday , with WTI crude futures ( CL1:COM ) advancing more than 4.5% to $65 per barrel, marking their biggest daily jump in months. Meanwhile, safe-haven gold ( XAUUSD:CUR ) returned to above the $5,000 level given the threat of war, while any closure or disruption to the Strait of Hormuz will likely lead to outsized effects. The vital maritime chokepoint is crucial for oil tankers and supplies of natural gas, and any prolonged blockade could drive prices through the roof and spre...
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains for Credo Technology Group . The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating. Analyst James Schneider set a 12-month price target of $165, which signals 29% upside from Wednesday's close. Sc...
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains for Credo Technology Group . The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating. Analyst James Schneider set a 12-month price target of $165, which signals 29% upside from Wednesday's close. Schneider expects Credo to sustain its competitive advantage due to its vertically integrated business model. The analyst also sees the company delivering better price and performance versus its competitors. CRDO 1Y mountain CRDO 1Y chart "Credo manufactures high-speed, short-range wired connectivity products for the datacenter market, and is the pioneer of a technology called Active Electrical Cables (AECs) — copper-based cables with signal boosting components," he wrote. "AECs provide lower cost, high bandwidth connections with high reliability (no 'link flaps' or intermittent failures) relative to competing technologies for short-range datacenter connections, and we expect this technology to continue proliferating." Data center demand has surged in recent months due to the rising use cases of artificial intelligence. Schneider acknowledged that debates around copper versus optical networking solutions have arisen, but he expects copper solutions to remain mainstream for at least the next five years. Still, he wrote that he is "encouraged by Credo's diversification efforts into optical solutions for datacenters that can help sustain long-term growth." The analyst also applauded Credo's "carefully managed guidance and investor messaging." He sees a favorable risk-reward setup for the stock. Shares of Credo have surged 78% in the past 12 months.
TechnipFMC press release ( FTI ): Q4 Non-GAAP EPS of $0.70 beats by $0.18 . Revenue of $2.52B (+6.3% Y/Y) misses by $20M . The Company’s full-year guidance for 2026 can be found in the table below. Updates to Subsea guidance, previously issued on October 23, 2025, are as follows: Subsea revenue in a range of $9.2 - 9.6 billion, which increased from the previous guidance range of $9.1 - 9.5 billion...
TechnipFMC press release ( FTI ): Q4 Non-GAAP EPS of $0.70 beats by $0.18 . Revenue of $2.52B (+6.3% Y/Y) misses by $20M . The Company’s full-year guidance for 2026 can be found in the table below. Updates to Subsea guidance, previously issued on October 23, 2025, are as follows: Subsea revenue in a range of $9.2 - 9.6 billion, which increased from the previous guidance range of $9.1 - 9.5 billion. Subsea adjusted EBITDA margin in a range of 21 - 22%, which increased from the previous guidance range of 20.5 - 22%. More on TechnipFMC TechnipFMC plc (FTI) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript TechnipFMC Has Not Become Overvalued, Despite Its Spectacular Rally TechnipFMC: Margin Growth Continuing TechnipFMC Q4 2025 Earnings Preview TechnipFMC wins 'large' engineering contract for BP Gulf of Mexico project
Representatives from more than 45 countries expected to attend initiative aimed at bringing an end to the war in Gaza Authoritarians, strongmen and dictators: who is on Trump’s Board of Peace? In Gaza, the charity Doctors Without Borders, known by its French acronym MSF, said it will continue working in the Palestinian territory for as long as possible following an Israeli decision to end its acti...
Representatives from more than 45 countries expected to attend initiative aimed at bringing an end to the war in Gaza Authoritarians, strongmen and dictators: who is on Trump’s Board of Peace? In Gaza, the charity Doctors Without Borders, known by its French acronym MSF, said it will continue working in the Palestinian territory for as long as possible following an Israeli decision to end its activities there. Earlier this month, Israel announced it will suspend the charity’s operations in Gaza after the humanitarian organisation refused to hand over personal details of its staff members to Israeli authorities. Continue reading...
seb_ra/iStock via Getty Images By Mike Sobolik, Investment Strategist, Direct Real Estate, North America US commercial real estate (CRE) got an encouraging signal. Banks have begun to ease underwriting standards for CRE loans for the first time since interest rates started rising in 2022, according to the January 2026 Senior Loan Officer Opinion Survey (SLOOS) from the Federal Reserve . It suggest...
seb_ra/iStock via Getty Images By Mike Sobolik, Investment Strategist, Direct Real Estate, North America US commercial real estate (CRE) got an encouraging signal. Banks have begun to ease underwriting standards for CRE loans for the first time since interest rates started rising in 2022, according to the January 2026 Senior Loan Officer Opinion Survey (SLOOS) from the Federal Reserve . It suggests lenders are gaining confidence that market conditions have stabilized and that risks are becoming more manageable. This shift toward easing is expected to boost CRE loan origination activity and support property transaction growth, broadening investment opportunities within CRE equity and credit. Similar turns in lending standards have historically tended to occur early in recovery phases, often marking the start of a new capital cycle. Comparable patterns followed the tech downturn in the early 2000s, the post–Global Financial Crisis period beginning in 2011, and the economic reopening after the COVID-19 era stimulus in 2021–2022. (See the chart below.) The January 2026 SLOOS reported a net tightening of -3.16% (negative numbers reflect net easing) across combined CRE loan types, including construction and land development loans, loans secured by nonfarm, nonresidential properties (e.g., office, retail, industrial), and multi-family loans. Anything less than zero means underwriting standards are easing; greater than zero means underwriting standards are tightening. Banks start to ease commercial real estate underwriting standards Tightening standards, all CRE loans, net percentage of banks (%, not seasonally adjusted, axis inverted) Sources: Invesco Real Estate, utilizing data from Moody’s Analytics and the Federal Reserve Senior Loan Officer Opinion Survey (SLOOS), as of Feb. 2, 2026. The relationship between the SLOOS results and commercial real estate capital returns is based on a -0.789 correlation between the net percentage of banks tightening loan standards and one...
Khanchit Khirisutchalual/iStock via Getty Images Every three months, we take a snapshot of the expectations for future earnings in the S&P 500 ( SPX ) at approximately the midpoint of the current quarter, shortly after most U.S. firms have announced their previous quarter's earnings. Or we did, up until this month. The man behind the data we've visualized for this feature, Standard & Poor's Howard...
Khanchit Khirisutchalual/iStock via Getty Images Every three months, we take a snapshot of the expectations for future earnings in the S&P 500 ( SPX ) at approximately the midpoint of the current quarter, shortly after most U.S. firms have announced their previous quarter's earnings. Or we did, up until this month. The man behind the data we've visualized for this feature, Standard & Poor's Howard Silverblatt , retired on January 31, 2026 after 48 years, 8 months, 14 days at S&P! Benedek Vörös, S&P Dow Jones' Index Investment Strategy Director, marked the career milestone just before Howard's final day on the job: This week has given the markets plenty to digest. But for many of us at S&P Dow Jones Indices, the most significant data point isn't on the tape. It’s on the calendar. Tomorrow marks the final day of Howard Silverblatt’s legendary 49-year tenure at our firm. For five decades, Howard’s definitive voice tracked the ebb and flow of the world’s most prominent index with a precision that turned financial math into a narrative art form. Whether he was breaking down S&P 500®, buyback yields for the Wall Street Journal or explaining the compounding power of dividends on CNBC, Howard taught a generation of investors that while price is what you pay, the underlying cash flow is what you get. We hope S&P continues regularly publishing the data series Howard routinely made freely available at the S&P 500's official home on the internet. Including the earnings expectations we're featuring in this article. Although we pulled the data on February 13, 2026 and referenced that date in the following chart, our Winter 2026 snapshot was really taken on January 31, 2026 and has been pulled from Howard's final Earnings & Estimates spreadsheet, which he posted on his last day on the job! The following chart presents how earnings expectations have changed from the end of 2021 through the end of January 2026: The earnings outlook has substantially improved since our Fall 2025 snap...
Growth is driven by rising disposable incomes, wellness trends, and demand for personalized solutions. Major players innovate with premium and accessible products. Sleep Aids Market Sleep Aids Market Dublin, Feb. 19, 2026 (GLOBE NEWSWIRE) -- The "Sleep Aids: Technologies and Global Markets" has been added to ResearchAndMarkets.com's offering.The global sleep aid technology market is projected to e...
Growth is driven by rising disposable incomes, wellness trends, and demand for personalized solutions. Major players innovate with premium and accessible products. Sleep Aids Market Sleep Aids Market Dublin, Feb. 19, 2026 (GLOBE NEWSWIRE) -- The "Sleep Aids: Technologies and Global Markets" has been added to ResearchAndMarkets.com's offering.The global sleep aid technology market is projected to expand from $103.5 billion in 2025 to $136 billion by 2030, marking a compound annual growth rate (CA
Retiring a millionaire is a lofty goal, but it's simpler than it might seem to achieve with the right strategy. Thanks to compound growth , time is your most valuable resource when building long-term wealth. The sooner you can get started contributing, the less you'll need to invest each month to see life-changing earnings. If you want to retire with $1 million or more, it might take just $12 per ...
Retiring a millionaire is a lofty goal, but it's simpler than it might seem to achieve with the right strategy. Thanks to compound growth , time is your most valuable resource when building long-term wealth. The sooner you can get started contributing, the less you'll need to invest each month to see life-changing earnings. If you want to retire with $1 million or more, it might take just $12 per day. Here's how. Continue reading
iShares MSCI USA Value Factor ETF (NYSEARCA:VLUE) targets a specific investor problem: capturing value stock outperformance without the concentration risk of individual stock picking. With $9.6 billion in net assets and a 0.15% expense ratio, the fund provides institutional-grade access to systematic value investing at a fraction of active management costs. The timing matters now ... Finally! A Va...
iShares MSCI USA Value Factor ETF (NYSEARCA:VLUE) targets a specific investor problem: capturing value stock outperformance without the concentration risk of individual stock picking. With $9.6 billion in net assets and a 0.15% expense ratio, the fund provides institutional-grade access to systematic value investing at a fraction of active management costs. The timing matters now ... Finally! A Value ETF Tripled the S&P 500’s Return And Investors Can Take A Victory Lap
Domino's Pizza ( DPZ ) continues to be a favorite investment of Berkshire Hathaway ( BRK.A ) ( BRK.B ) after the Omaha-based company added to its position again in the fourth quarter. The latest 13F filing from Berkshire Hathaway ( BRK.A ) ( BRK.B ) showed a roughly 9.9% economic stake worth a bit over 1% of the total portfolio. Berkshire Hathaway ( BRK.A ) ( BRK.B ) first initiated its position i...
Domino's Pizza ( DPZ ) continues to be a favorite investment of Berkshire Hathaway ( BRK.A ) ( BRK.B ) after the Omaha-based company added to its position again in the fourth quarter. The latest 13F filing from Berkshire Hathaway ( BRK.A ) ( BRK.B ) showed a roughly 9.9% economic stake worth a bit over 1% of the total portfolio. Berkshire Hathaway ( BRK.A ) ( BRK.B ) first initiated its position in Domino's ( DPZ ) in Q3 of 2024, buying about 1.3M shares at an average price in the mid-$430s to create a new billion-dollar-class position. By the end of Q4 of 2024, the stake was lifted to roughly 2.4M shares, signaling that this was a high-conviction consumer-franchise bet rather than a small "toe-dip" type of trade. During the first half of 2025, Berkshire continued to add to the Domino's ( DPZ ) position, buying roughly 239K shares in Q1 of 2025 and then more shares in subsequent quarters, even as it trimmed larger holdings like Apple ( AAPL ) to fund new and expanded positions. By the end of Q2 of 2025, the position size was around 2.6M shares, representing under 1% of the reported equity portfolio but already over 7% of Domino's ( DPZ ) outstanding shares. The most recent disclosure showed Berkshire ( BRK.A ) ( BRK.B ) buying Domino’s for the sixth straight quarter into 4Q25, and amassing about 3.35M total shares. The 9.9% stake in the restaurant operator is just below the 10% regulatory threshold that can trigger additional reporting obligations. Analysts highlighted that Domino's ( DPZ ) global scale, asset-light franchising model, and aggressive capital returns are attributes that appeal to the Warren Buffett model. More on Domino's Pizza Domino's Missed The Value Rotation Domino's Pizza Is Now A Fresh Buy After The Recent Dip (Rating Upgrade) Domino's: Restaurant Recovery Will Likely Leave Pizza Places Behind Fewer headwinds, better appetite in restaurant sector — Morgan Stanley Brave new world: Making pizzas in the era of the GLP-1 phenomenon
By Mike Dolan Feb 19 - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets After a bumpy few weeks, Big Tech stocks got something of a reprieve on
By Mike Dolan Feb 19 - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets After a bumpy few weeks, Big Tech stocks got something of a reprieve on