Petra Richli/iStock via Getty Images Chewy ( CHWY ) missed estimates with its fourth-quarter earnings report and set mixed guidance. However, shares turned higher in early trading as investors eyed the confident tone from the company. Revenue rose 0.5% year-over-year to $3.26B to match the consensus expectation of analysts. The online pet supplies retailer said active customers were up 4.0% from a...
Petra Richli/iStock via Getty Images Chewy ( CHWY ) missed estimates with its fourth-quarter earnings report and set mixed guidance. However, shares turned higher in early trading as investors eyed the confident tone from the company. Revenue rose 0.5% year-over-year to $3.26B to match the consensus expectation of analysts. The online pet supplies retailer said active customers were up 4.0% from a year ago to 21.3M. Net sales per active customer rose 2.2% to $591. Autoship customer sales rose 4.8% to $2.74B to represent 84.0% of sales. Adjusted EBITDA increased 30.4% to $162.3M during the quarter. Net income was reported at $39.2M vs. $22.8M a year ago. Non-GAAP EPS of $0.27 missed the consensus estimate by a penny and was slightly below the $0.28 tally from a year ago. "We exited 2025 from a position of real strength: $12.6 billion in net sales, or 8.3% growth; $719 million of adjusted EBITDA, or 26% growth; record free cash flow of $562 million; and 21.3 million active customers," highlighted CEO Sumit Singh. "That performance underscores the durability of the Chewy model and gives us confidence in our ability to deliver continued profitable growth, expanding margins, and strong cash generation in 2026 and beyond," added Singh. Looking ahead, Chewy ( CHWY ) sees Q1 sales of $3.33B to $3.36B (midpoint $3.345B) vs. $3.37B consensus. Q1 EPS of $0.40 to $0.45 (midpoint $0.425) is anticipated, vs. $0.42 consensus. The midpoint of Chewy's ( CHWY ) full-year guidance range was slightly above the consensus expectation. For the full year, Chewy ( CHWY ) guided for sales of $13.6B to $13.75B (midpoint $13.675B) vs. $13.59B consensus. Shares of Chewy ( CHWY ) jumped 11.6% in premarket action to trade at their highest level of the last three weeks. Short interest on CHWY stands at 7.5% of the total float. More on Chewy Chewy: A Defensive Staple For An Uncertain Economy Chewy, Inc. (CHWY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Chewy: ...
On Holding AG ( ONON ) announced an organizational update , naming co-founders David Allemann and Caspar Coppetti as Co-CEOs to align strategy with execution and drive growth, effective May 1, 2026. Scott Maguire is appointed president & COO of On Holding AG, overseeing R&D, manufacturing, marketing, global operations, and technology, as Martin Hoffmann steps down as CEO after 13 years. Martin wil...
On Holding AG ( ONON ) announced an organizational update , naming co-founders David Allemann and Caspar Coppetti as Co-CEOs to align strategy with execution and drive growth, effective May 1, 2026. Scott Maguire is appointed president & COO of On Holding AG, overseeing R&D, manufacturing, marketing, global operations, and technology, as Martin Hoffmann steps down as CEO after 13 years. Martin will step down on May 1, 2026, oversee a smooth transition to new CFO Frank Sluis, and stay on as an advisor until March 2027. After leaving, Martin Hoffmann’s 16.25M Class B shares will convert to 1.625M Class A shares, and he will exit the shareholders’ agreement at the May 28, 2026, AGM. More on On Holding On Holding: Still A Long Way To Run, But Waiting For A Stumble To Buy On Holding: Don't Sweat The Soft Initial 2026 Outlook, Buy As Product Scope Expands On Holding AG (ONON) Q4 2025 Earnings Call Transcript On Holdings' shares crater as FY26 sales guidance spooks investors On Holding Non-GAAP EPS of CHF 0.25, revenue of CHF 743.8M; introduces FY26 outlook
Sluggishness in China and muted demand in certain key end markets dampen the Zacks Steel Producers industry prospects. MT, NUE and STLD are poised to navigate the challenges.
Sluggishness in China and muted demand in certain key end markets dampen the Zacks Steel Producers industry prospects. MT, NUE and STLD are poised to navigate the challenges.
Italy Cuts Fuel Taxes As Iran Crisis Drives Oil Higher; Germany Refuses Relief Despite Windfall Submitted by Thomas Kolbe A robust market economy unfolds its maximum absorption capacity precisely during external shocks. In such cases, policymakers would essentially only need to sit still, as the storm clouds usually pass on their own—true to the principle that high prices are the cure for high pri...
Italy Cuts Fuel Taxes As Iran Crisis Drives Oil Higher; Germany Refuses Relief Despite Windfall Submitted by Thomas Kolbe A robust market economy unfolds its maximum absorption capacity precisely during external shocks. In such cases, policymakers would essentially only need to sit still, as the storm clouds usually pass on their own—true to the principle that high prices are the cure for high prices. This, of course, only applies to energy markets if governments have not already removed themselves from the equation through grotesque political interventions long before the crisis. For European economies, however, the opposite holds true. They are overregulated, fiscally overburdened, and structurally fragile systems that can barely deploy effective shock absorbers in the face of the Iran crisis. High energy prices hit relentlessly, and national policy responses now diverge sharply across competing European jurisdictions. Italian Prime Minister Giorgia Meloni reacted swiftly to the tightening situation at the country’s gas stations. Following a cabinet decision on March 18, an immediate reduction in fuel excise taxes came into force via decree, applying to both gasoline and diesel . Prices are expected to fall by 25 cents per liter—across the board for households, businesses, and all market participants, according to government sources. In Italy, policymakers appear to keep a close ear to the ground—attuned to the realities faced by citizens, businesses, and traders alike. In stark contrast to the government of Chancellor Friedrich Merz, Rome is opting for relief measures aimed at the private sector amid a crisis that is steadily eroding purchasing power. Meanwhile, Merz and his finance minister Lars Klingbeil are entangled in debates over tax increases—detached from the Hormuz disruption and largely disconnected from the realities of workers, commuters, and companies. Berlin’s fiscal apparatus appears self-referential and monotonous, advancing to the next act of its...
Ployker/iStock via Getty Images Energy Fuels ( UUUU ) up 4.3% pre-market Wednesday after saying it produced its first kilogram of high-purity terbium oxide at its White Mesa mill in Utah, making it "the first U.S. company in many decades to produce high-purity Tb oxide from a primary mineral feedstock and publicly disclose actual production volumes and purities that are sufficient for downstream m...
Ployker/iStock via Getty Images Energy Fuels ( UUUU ) up 4.3% pre-market Wednesday after saying it produced its first kilogram of high-purity terbium oxide at its White Mesa mill in Utah, making it "the first U.S. company in many decades to produce high-purity Tb oxide from a primary mineral feedstock and publicly disclose actual production volumes and purities that are sufficient for downstream metal/alloy validation." Using monazite ore sourced from the U.S., Energy Fuels ( UUUU ) said it achieved a purity of 99.9% Tb at pilot scale, which meets the specifications of global manufacturers of rare earth permanent magnets. The achievement follows the company's recent announcement that it had produced nearly 30 kg of 99.9% pure dysprosium oxide production, another critical "heavy" rare earth oxide used in permanent magnets. Energy Fuels ( UUUU ) said it expects to continue producing terbium oxide at the White Mesa mill at an approximate rate of one kg per week in its existing pilot circuit, followed by pilot production of Sm, Eu, and Gd oxides, and plans to expand its heavy rare earth element production capability at its existing mill circuits for the planned commercial-level recovery of Dy, Tb, Sm, Eu, and Gd. More on Energy Fuels Energy Fuels: Buy A Unique, Future Western Rare Earths Heavyweight Energy Fuels: Big Gains But Stretched Valuations Energy Fuels Q4 2025 Earnings Call Transcript
luza studios/E+ via Getty Images Cipher Digital ( CIFR ) shares jumped nearly 10% premarket on Wednesday after the firm signed a 15-year data center campus lease with an investment-grade hyperscale tenant. Under the terms of the agreement, Cipher will develop and deliver a new HPC data center at one of its existing sites. “This agreement for our third large AI campus reinforces Cipher’s position a...
luza studios/E+ via Getty Images Cipher Digital ( CIFR ) shares jumped nearly 10% premarket on Wednesday after the firm signed a 15-year data center campus lease with an investment-grade hyperscale tenant. Under the terms of the agreement, Cipher will develop and deliver a new HPC data center at one of its existing sites. “This agreement for our third large AI campus reinforces Cipher’s position as a trusted partner to develop high-quality HPC data center infrastructure for the world’s leading companies,” said CEO Tyler Page. Separately, Cipher said it secured a revolving credit facility of up to $200M supported by a syndicate of global financial institutions. Proceeds from the facility will be used to enhance liquidity, support working capital, and fund growth initiatives. The facility has a scheduled maturity of March 2030 and bears interest at the Secured Overnight Financing Rate (SOFR) plus 1.25% to 1.75%, subject to step-down pricing based on the company’s total debt to market capitalization ratio. The facility was undrawn at close. CIFR +9.6% premarket to $16.31 Source: Press Release More on Cipher Mining Cipher Digital Inc. (CIFR) Cipher Mining Inc. Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Cipher Digital: Pivot Proven, Re-Rating Next Cipher Mining: Ignore Earnings, Focus On The AI Future CleanSpark continues to see highest short interest among crypto firms with over $2B market cap Cipher Digital plans $669M average annualized NOI through 2036 as it pivots to hyperscale data center leases
Indian billionaire Gautam Adani is in talks with American technology giants including Meta Platforms Inc. and Google for partnerships in his fast-expanding data center business, according to people familiar with the matter. Walmart Inc. ’s Flipkart is also engaged in talks with the tycoon and the Adani Group is exploring sites across Indian states for the centers, said the people, asking not to be...
Indian billionaire Gautam Adani is in talks with American technology giants including Meta Platforms Inc. and Google for partnerships in his fast-expanding data center business, according to people familiar with the matter. Walmart Inc. ’s Flipkart is also engaged in talks with the tycoon and the Adani Group is exploring sites across Indian states for the centers, said the people, asking not to be identified as the negotiations are private. The talks, part of a sweeping $100 billion digital infrastructure push by Adani, seeks to position his port-to-power group as the supplier of both land and renewable energy needed for hyperscale facilities — resources critical to artificial intelligence and cloud services worldwide. Specific sites for the new facilities have yet to be finalized, and the discussions remain preliminary, the people added. Still, the move underscores intensifying competition for digital infrastructure in India. Read More: Adani Plans to Invest $100 Billion in AI-Ready Data Centers India’s landmass and fast-growing economy have made it a magnet for overseas investors and technology companies seeking scale. The surge in interest is part of a global race to build such facilities, even as China has warned of oversupply. Alibaba Group Holding Ltd. ’s Joe Tsai last year cautioned that much of the development there is duplicative . AdaniConnex Pvt. , a joint venture between Adani Enterprises Ltd. and EdgeConneX , in October announced a partnership with Google, which is investing about $15 billion to build India’s largest AI infrastructure hub at Visakhapatnam. The current negotiations mark a fresh phase of investment beyond those commitments, the people said. Representatives for Adani Group, Meta and Walmart declined to comment. A spokesperson for Alphabet Inc , which owns Google, said the company had no new investments to talk about. Mukesh Ambani -led Reliance Industries Ltd. , through its Digital Connexion venture, signed an $11 billion pact to build dat...