Without Valuing Future Products, What Is Tesla Really Worth? (NASDAQ:TSLA) Seeking Alpha

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Will Elon Musk Combine Telsa With SpaceX, xAI? Analyst Expects More 'Cross-Pollination' Benzinga

Skyworks Solutions press release ( SWKS ): Q1 Non-GAAP EPS of $1.54 beats by $0.14 . Revenue of $1.04B (-2.8% Y/Y) beats by $40M . Shares +2% . More on Skyworks Solutions Skyworks Solutions: Apple Concentration Discount Keeps Shares Cheap, But I Expect This To Change Skyworks Solutions, Inc. (SWKS) Presents at UBS Global Technology and AI Conference 2025 Transcript Skyworks Solutions Q1 2026 Earnings Preview Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more Seeking Alpha’s Quant Rating on Skyworks Solutions

文章提及标的 纳斯达克 -- 纳斯达克（NDAQ）中国金龙指数收跌0.94%，热门中概股多数下跌。

WASHINGTON, Feb 3 (Reuters) - The U.S. government ​and a majority ‌of U.S. states on ‌Tuesday said they will appeal the outcome of a landmark ⁠antitrust case ‌against Alphabet's Google, according to ‍court papers. A federal court judge in Washington in ​2024 ruled Google ‌has a monopoly in the online search business, but rejected the toughest remedies. Thirty-five states, ⁠in addition ​to the ​District of Columbia, Guam and Puerto ‍Rico, ⁠were listed on a separate notice. (Reporting by ⁠Mike Scarcella and Chris ‌Sanders, Editing by ‌Franklin Paul)

Lumentum press release ( LITE ): Q2 Non-GAAP EPS of $1.67 beats by $0.26 . Revenue of $665.5M (+65.5% Y/Y) beats by $13.42M . Lumentum expects the following for the third quarter of fiscal year 2026: Net revenue in the range of $780 million to $830 million Non-GAAP operating margin of 30.0% to 31.0% Non-GAAP diluted earnings per share of $2.15 to $2.35 More on Lumentum Lumentum's AI Optics Business Got A Major Boost Lumentum: In The Middle Of The AI Boom Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away Lumentum Q2 2026 Earnings Preview Notable analyst calls this week: J&J, Applied Materials and Pinterest among top picks

Amdocs press release ( DOX ): FQ1 Non-GAAP EPS of $1.81 beats by $0.05 . Revenue of $1.16B (+4.5% Y/Y) beats by $10M . Expects Fiscal 2026 Revenue Growth Outlook of 1.5%-5.5% YoY as Reported Reiterates Fiscal 2026 Revenue Growth Outlook of 1.0%-5.0% YoY in Constant Currency (1) Second Quarter Fiscal Year 2026 Outlook In millions, except per share data Q2 - 2026 Revenue $ 1,150-$1,190 GAAP Diluted earnings per share $ 1.22-$1.30 Non-GAAP Diluted earnings per share $ 1.73-$1.79 Click to enlarge Second quarter revenue guidance assumes a positive $1 million sequential impact from foreign currency fluctuations as compared to the first quarter of fiscal 2026 Second quarter non-GAAP diluted EPS guidance excludes primarily equity-based compensation expense of approximately $0.33-$0.35 per share, amortization of purchased intangible assets and other acquisition-related costs of approximately $0.15 per share, changes in certain acquisitions related liabilities measured at fair value, and other, net of related tax effects GAAP diluted EPS guidance does not include the impact of future restructuring charges Full Year Fiscal 2026 Outlook FY 2026 - Year-over -Year growth Current guidance Previous guidance Revenue Growth, as reported 1.5%-5.5% 1.7%-5.7% Revenue Growth, constant currency (1) 1.0%-5.0% 1.0%-5.0% GAAP Diluted earnings per share 10.0%-17.0% 13.5%-20.5% Non-GAAP Diluted earnings per share 4.0%-8.0% 4.0%-8.0% Click to enlarge FY 2026, in millions Current guidance Previous guidance Free Cash Flow (2) $ 710-$730 $ 710-$730 Click to enlarge Full year fiscal 2026 revenue guidance incorporates an expected positive impact from foreign currency fluctuations of approximately 0.5% year-over-year compared with a positive impact of 0.7% year-over-year previously, and includes some inorganic contribution, including the acquisition of Matrixx Software which was already contemplated in the full year revenue guidance GAAP diluted EPS guidance does not include the impact of future rest...

大埔林村許願節｜首派隊伍參與花車匯演 冀進一步吸引更多訪客 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】大埔林村許願節大年初一開鑼。 除了傳統拋寶牒、放蓮花燈，同場會舉辦新春市集，包括48個乾貨攤位和16個美食攤位等。許願節在大埔林村許願廣場舉行，至3月3日結束，朝九晚七開放。許願節去年有約30萬人次到訪，今年首次派出隊伍參與年初一花車匯演，主辦方希望可以進一步吸引更多訪客。 林村許願廣場主席鄭倫光：「我們今年加入很多元素，特別是花車，因為花車有國際視野，希望透過宣傳吸引更多遊客，不只來林村，繼續來香港旅遊。在新春期間，出我們林村許願廣場的一分力，今年遊客我相信有花車效應及馬元素的打卡點，相信吸引更多遊客。」

GLEN ALLEN, Va., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Adial Pharmaceuticals, Inc. (NASDAQ: ADIL) (“Adial” or the “Company”), a clinical-stage biopharmaceutical company focused on developing therapies for the treatment and prevention of addiction and related disorders, today announced that it will effect a 1-for-25 reverse stock split (the “Reverse Split”) of its common stock, par value $0.001 per share (“Common Stock”), that will become effective on February 5, 2026 at 11:59 p.m. Eastern Time (the “Effective Time”). Adial’s Common Stock will continue to trade on the Nasdaq Capital Market (“Nasdaq”) under the symbol “ADIL” and will begin trading on a split-adjusted basis when the Nasdaq opens on February 6, 2026. The new CUSIP number for the Common Stock following the Reverse Split will be 00688A304. The 1-for-25 Reverse Split will proportionally reduce the number of outstanding shares of Company Common Stock from approximately 27.8 million shares to approximately 1.1 million shares and the ownership percentage of each shareholder will remain unchanged other than as a result of fractional shares. Proportional adjustments will be made to the number of shares of Common Stock issuable upon exercise or conversion of the Company’s outstanding equity awards and warrants, as well as the applicable exercise price. There will be no change to the total number of authorized shares of Common Stock as set forth in the Certificate of Incorporation of the Company, as amended. Among other considerations, the Reverse Split is intended to bring the Company into compliance with the minimum bid price requirement for maintaining the listing of its Common Stock on the Nasdaq, and to make the bid price more attractive to a broader group of institutional and retail investors. The Nasdaq requires, among other things, that a listed company’s common stock maintain a minimum bid price of at least $1.00 per share. “We continue to make meaningful progress across our partnering and regulatory strateg...

DENVER, Feb. 03, 2026 (GLOBE NEWSWIRE) -- InnovAge Holding Corp. (“InnovAge” or the “Company”) (Nasdaq: INNV), an industry leader in providing comprehensive healthcare programs to frail, predominantly dual-eligible seniors through the Program of All-inclusive Care for the Elderly (PACE), today announced financial results for its fiscal second quarter ended December 31, 2025. “InnovAge delivered strong operating and financial results this quarter, reflecting continued progress in building a scalable, high-quality PACE platform,” said Patrick Blair, CEO. “Our performance is rooted in disciplined execution and a care model that prioritizes clinical outcomes, participant experience, and responsible stewardship of public resources. We remain focused on sustainable growth, close partnership with regulators, and long-term value for participants, payors, and shareholders.” Financial Results Three Months Ended December 31, 2025 2024 in thousands, except percentages and per share amounts Total revenues $ 239,708 $ 208,999 Income (Loss) Before Income Taxes 12,456 (13,457 ) Net Income (Loss) 11,805 (13,491 ) Net Income (Loss) margin 4.9 % (6.5 )% Net Income (Loss) Attributable to InnovAge Holding Corp. 10,618 (13,221 ) Net Income (Loss) per share - basic and diluted $ 0.08 $ (0.10 ) Center-level Contribution Margin(1) $ 52,825 $ 37,065 Adjusted EBITDA(1) $ 22,151 $ 5,869 Adjusted EBITDA margin(1) 9.2 % 2.8 % Fiscal Second Quarter 2026 Financial Performance Total revenues of $239.7 million, increased approximately 14.7% compared to $209.0 million in the second quarter of fiscal year 2025 Income Before Income Taxes of $12.5 million increased approximately 192.6%, compared to a Loss Before Income Taxes of $13.5 million in the second quarter of fiscal year 2025 Income Before Income Taxes as a percent of revenue was 5.2%, an increase of 11.6 percentage points, compared to Loss Before Income Tax as a percent of revenue of 6.4% in the second quarter of fiscal year 2025 Center-level Co...

— Revenue Increased 11% — — Reaffirms Full Year Outlook — KANSAS CITY, Mo., Feb. 03, 2026 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results1 for its fiscal 2026 second quarter ended December 31, 2025. "Across the business, we've made tangible improvements this season, whether receiving assistance from a tax professional or filing using our award-winning online tax product," said Curtis Campbell, president and chief executive officer. "We are elevating the value we deliver through expert‑led, technology‑enabled experiences that are increasingly supported by thoughtful AI integration. In a year of heightened uncertainty for many filers, our client‑first strategy and disciplined execution keep us focused on durable growth and long‑term value." Fiscal 2026 Second Quarter Results and Key Financial Metrics "We delivered double‑digit revenue growth in the quarter and reaffirmed our full‑year outlook, reflecting the strength of our year-to-date performance," said Tiffany Mason, chief financial officer. "The performance across Assisted, DIY, and Wave demonstrates solid execution, and our financial fundamentals and commitment to disciplined capital allocation position us to deliver meaningful long‑term value." The Company reminds readers that its business is highly seasonal, and second quarter results consistently reflect this pattern. Historically, this period contributes modestly to annual revenue and typically generates a net loss. For the second quarter, the Company delivered total revenue of $198.9 million, an increase of $19.8 million, or 11.1%, versus the prior year. The increase was primarily the result of higher volume and net average charge (NAC) in the assisted category, strong growth in Wave subscription revenue and payments volume, and increased DIY software sales. Total operating expenses of $497.7 million increased by $25.4 million, or 5.4%, as expected, versus the prior year. The increase was primarily due to high...

Annual recurring revenues increased 16% year-over-year SaaS ARR, excluding conversions increased 32% year-over-year SaaS ARR as a percentage of total ARR was approximately 86% Year-to-date cash from operations generated $147.4 million vs. $115.2 million last year Year-to-date free cash flow generated $131.9 million vs. $108.5 million last year MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, today announced financial results for the fourth quarter and full-year ended December 31, 2025. Yaki Faitelson, Varonis CEO, said, “We are excited by the performance of our SaaS business, which saw ARR growth of 32%, excluding conversions, and is being driven by the automated value proposition we deliver to our customers. We look forward to continuing our momentum and ending 2026 as a fully SaaS company, which will unlock many more benefits as we capture our growing market opportunity. We continue to believe in the path to achieving our 2027 financial targets.” Guy Melamed, Varonis CFO & COO, added, “Our fourth quarter performance showed strong momentum in our SaaS business from both new and existing SaaS customers as well as a meaningful growth in self-hosted customers converting to SaaS. We ended this quarter with SaaS ARR of $638.5 million or 86% of total ARR, and successfully converted approximately one-third of our remaining self-hosted customers to SaaS.” Financial Summary for the Fourth Quarter Ended December 31, 2025 Total revenues were $173.4 million, compared with $158.5 million in the fourth quarter of 2024. SaaS revenues were $142.3 million, compared with $72.2 million in the fourth quarter of 2024. Term license subscription revenues were $21.0 million, compared with $66.8 million in the fourth quarter of 2024, with the vast majority of the decline driven by customers converting to our SaaS platform. Maintenance and services revenues were $10.1 million, compared with $19.5 million in the fourth quarter of 202...

SUNNYVALE, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- eGain (Nasdaq: EGAN), a leading provider of AI-powered knowledge management solutions, today announced financial results for its fiscal 2026 second quarter ended December 31, 2025. “I am pleased with our second-quarter performance, highlighted by the 27% year-over-year growth in AI Knowledge Hub ARR,” said Ashu Roy, eGain’s CEO. “AI Knowledge Hub now represents 64% of our total SaaS ARR, and we continued to build momentum with several customer wins during the quarter. One notable addition was Achmea, a leading European insurance and financial services group, which selected eGain to support 21,000 users across its contact center and enterprise teams.” Fiscal 2026 Second Quarter Financial Highlights Total revenue was $23.0 million, up 3% year over year. AI Knowledge Hub annual recurring revenue grew 27% year over year to $48.4 million, contributing 64% of total SaaS annual recurring revenue. GAAP gross margin was 73%, compared to 70% in Q2 fiscal 2025. Non-GAAP gross margin was 74%, up from 71% in Q2 fiscal 2025. GAAP net income was $2.3 million, or $0.09 per share on a basic basis and $0.08 per share on a diluted basis, compared to GAAP net income of $671,000, or $0.02 per share on a basic and diluted basis, in Q2 fiscal 2025. Non-GAAP net income was $3.0 million, or $0.11 per share on a basic and diluted basis, compared to non-GAAP net income of $1.3 million, or $0.05 per share on a basic basis and $0.04 per share on a diluted basis, in Q2 fiscal 2025. Adjusted EBITDA was $3.3 million, a 14% margin, compared to $1.6 million, a 7% margin, in Q2 fiscal 2025. Cash provided by operating activities was $10.1 million, or an operating cash flow margin of 44%. Total cash and cash equivalents were $83.1 million, compared to $70.5 million in Q2 fiscal 2025. Fiscal 2026 First Six Months Financial Highlights Total revenue was $46.5 million, up 5% year over year. GAAP gross margin was 74%, compared to 70% in the same period la...

FREMONT, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, announced today financial results for the fourth quarter of 2025, which included the summary below from its President and CEO, Badri Kothandaraman. We reported quarterly revenue of $343.3 million in the fourth quarter of 2025, along with 46.1% for non-GAAP gross margin. We shipped approximately 1.55 million microinverters, or 682.6 megawatts DC, and 150.1 megawatt hours (MWh) of IQ® Batteries. Highlights for the fourth quarter of 2025 are listed below: Revenue of $343.3 million GAAP gross margin of 44.3% and non-GAAP gross margin of 46.1%, including 5.1% of tariff impact GAAP operating income of $22.4 million; non-GAAP operating income of $79.4 million GAAP net income of $38.7 million; non-GAAP net income of $93.4 million GAAP diluted earnings per share of $0.29; non-GAAP diluted earnings per share of $0.71 Free cash flow of $37.8 million; ending cash, cash equivalents and marketable securities of $1.51 billion Shipped 1.31 million microinverters and 51.1 MWh of IQ Batteries from Texas and South Carolina facilities Shipped IQ9N-3P™ commercial microinverters built on Enphase’s GaN-based power conversion architecture IQ® Meter Collar approved by 52 U.S. utilities, serving approximately 30 million customer accounts Our revenue and earnings for the fourth quarter of 2025 are provided below, compared with the prior quarter: (In thousands, except per share and percentage data) GAAP Non-GAAP Q4 2025 Q3 2025 Q4 2024 Q4 2025 Q3 2025 Q4 2024 Revenue $ 343,321 $ 410,427 $ 382,713 $ 343,321 $ 410,427 $ 382,713 Gross margin 44.3 % 47.8 % 51.8 % 46.1 % 49.2 % 53.2 % Operating expenses $ 129,593 $ 130,080 $ 143,489 $ 78,776 $ 78,538 $ 83,322 Operating income $ 22,438 $ 66,159 $ 54,804 $ 79,372 $ 123,402 $ 120,434 Net income $ 38,713 $ 66,638 $ 62,160 $ 93,428 $ 117,300 $ 125,862 Basic EPS $ 0.30 $ 0.51 $ 0.46 $ 0.71 $ 0.90 $ 0.94 Diluted EPS $ 0.29 $ 0.50 $ 0...

Can AI revive a failing cryptocurrency? Internet Computer investors are about to find out. In 2026, it's getting harder and harder to find winners in the crypto market. Bitcoin (BTC 2.43%) is still down 5% for the year, and that's dragging down every other major cryptocurrency. But there's one name that stands out, if for no other reason than it's still in the green in 2026: Internet Computer (ICP +0.95%). It's up a modest 2% for the year. So, is it worth a closer look by crypto investors? Expand CRYPTO : ICP Internet Computer Today's Change ( 0.95 %) $ 0.03 Current Price $ 2.71 Key Data Points Market Cap $1.5B Day's Range $ 2.55 - $ 2.75 52wk Range $ 2.23 - $ 9.73 Volume 88M Internet Computer's five-year chart Long-time crypto investors probably recognize the name Internet Computer. It briefly soared to fame during the crypto bull market rally of 2020-2021. After hitting an all-time high of $750 in May 2021, though, the company rapidly collapsed in value. By the end of the year, it was trading for less than $30. For the past few years, Internet Computer has been flatlining. Today, it trades for just under $3, capping off a stunning 99.5% decline in price. You can see for yourself. Just check out this five-year chart for Internet Computer. Its price fell off a cliff in 2021 and, after hitting rock bottom, has absolutely flatlined. Zero signs of life. So, there's definitely reason to be skeptical. A modest 2% return in the first 30 days of 2026 is nothing to get excited about, especially when it has already lost 99.5% of its value. If anything, it's likely to be nothing more than a dead cat bounce. That helps to explain why nobody's talking about the company. Is AI a possible catalyst? However, Internet Computer may have found the one catalyst capable of bringing it back to life. Yes, I'm talking about artificial intelligence (AI). In any list of popular AI cryptos, Internet Computer is usually included. For example, CoinMarketCap ranks it third in its list of Top AI...

Sonos press release ( SONO ): Q1 Non-GAAP EPS of $0.93 beats by $0.25 . Revenue of $545.66M (-0.9% Y/Y) beats by $8.74M . More on Sonos Sonos: Tuned For A Turnaround, But It Sounds Better Than It Is - Hold Sonos: A Bright Future Ahead As Management Focuses On Product Density Sonos, Inc. 2025 Q4 - Results - Earnings Call Presentation Sonos Q1 2026 Earnings Preview Sonos introduces a new product after a long pause to reset strategy

Transcat press release ( TRNS ): Q3 Non-GAAP EPS of $0.26 misses by $0.06 . Revenue of $83.9M (+25.7% Y/Y) beats by $3.32M . Q3’26 Service Revenue Increased 29% to $53.7 Million Q3’26 Distribution Revenue Grew 20% to $30.2 Million on Increased Demand for Rentals Q3 '26 Gross Margin Expanded 60 Basis Points to 30.1% Management Reaffirms Fiscal 2026 Service Revenue Expectations More on Transcat Transcat: The Storm Has Passed (Upgrade) Transcat, Inc. 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Transcat Historical earnings data for Transcat Financial information for Transcat

tang90246/iStock via Getty Images It's been a challenge to find alpha in recent months. The Nasdaq ( QQQ ) has not made a new high since October, momentum stocks ( SPMO ) are flat, and some of 2025's best trades in nuclear ( NGL ) and metals have started to unravel. The Vanguard Total International Stock Index Fund ( VXUS ) has been a steady outperformer in this environment. Data by YCharts This article looks at why VXUS delivered alpha in 2025 and why that may fade in 2026. VXUS Basics VXUS is a hugely diversified fund that covers 98% of the world’s non-U.S. markets. It holds just about every liquid non-U.S. stock in the world, with a total of 8486 holdings. This is a passively managed fund with a broad selection methodology, which can be a blessing and a curse. The AUM is a massive $120B, and the fund has a tiny 0.05% expense ratio and an attractive 3% dividend yield. I won't go into the exact holdings, as there are so many - this is more of a play on countries and sectors. Vanguard The sector exposure is interesting. Technology is 15%, compared to 35% in the S&P 500. This is perhaps one of the most significant drivers in periods of outperformance relative to the US. If technology is weak, then the US tends to be weak. Vanguard Valuations are another important consideration. The rest of the world is less growth-focused than the US, and PE ratios are significantly lower. VXUS has an average PE ratio of 17.1 and a very healthy 15% growth rate, which is comparable to growth in the US. Vanguard Drivers The intro showed how VXUS has outperformed in the last three months. That is due to two factors. 1. The drop in the US dollar versus other currencies. Data by YCharts VXUS holds stocks priced in foreign currencies but is traded in the US, so it is priced in US dollars. When the dollar falls, the value of VXUS increases. 2. Technology has been flat. Here's a chart of technology ( XLK ) in the US. This week is trading at the same prices as they were on 2nd October. Tradin...

高盛一篮子软件股指数下跌6%，创2025年4月以来最大跌幅。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

美股三大指数集体收跌 2026-02-04 05:03:49 来源： 同花顺7x24快讯 分享 文章提及标的 标准普尔500指数 -- 道琼斯工业平均指数 -- 英伟达 -- Meta -- 博通 -- 纳斯达克综合指数 -- 美股三大指数集体收跌，道指（DJI）跌0.34%，纳指（IXIC）跌1.43%，标普500（SPX）指数跌0.83%，热门科技股普跌，博通（AVGO）跌超3%，微软（MSFT）、英伟达（NVDA）、Meta（META）跌超2%。

Lumen press release ( LUMN ): Q4 Non-GAAP EPS of $0.23 beats by $0.50 . Revenue of $3.04B (-8.7% Y/Y) in-line. The Company issued its full-year 2026 financial outlook, which is detailed below: Metric (1)(2)(3) Outlook Adjusted EBITDA $3.1 to $3.3 billion Free Cash Flow $1.2 to $1.4 billion Net Cash Interest $650 to $750 million Capital Expenditures $3.2 to $3.4 billion Cash Income Taxes (Refunded) Paid ($350) to ($450) million Click to enlarge More on Lumen Lumen: Major Questions For 2026 Lumen Technologies: After A Great 2025, Here's What I'm Expecting In 2026 Lumen Technologies No Longer Deserves To Trade At Legacy Telco Multiples Lumen Technologies Q4 earnings on deck: What to expect Lumen Technologies subsidiary Level 3 Financing prices $650M add-on senior notes

Lumen forecasts upbeat free cash flow, sees rising adoption of its digital products Reuters

Mercury Systems press release ( MRCY ): Q2 Non-GAAP EPS of $0.16 beats by $0.10 . Revenue of $232.8M (+4.3% Y/Y) beats by $21.45M . Second quarter fiscal 2026 revenues were $233 million, compared to $223 million in the second quarter of fiscal 2025. Total bookings for the second quarter of fiscal 2026 were $288 million, yielding a book-to-bill ratio of 1.23 for the quarter. More on Mercury Systems Mercury Systems: Defense Electronics Stock You Don't Want To Miss As Margins Expand Mercury Systems, Inc. 2026 Q1 - Results - Earnings Call Presentation Mercury Systems Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Mercury Systems Historical earnings data for Mercury Systems