Cameco Corporation (CCJ) is one of the world's largest uranium producers, a significant supplier of conversion services and one of two CANDU fuel manufacturers in Canada. Cameco stock has soared 110% in the past 12 months, as part of a massive surge over the last five years, which helped it surpass its previous 2007 peaks. Its recent run saw CCJ outpace AI giant Nvidia and nuclear energy powerhous...
Cameco Corporation (CCJ) is one of the world's largest uranium producers, a significant supplier of conversion services and one of two CANDU fuel manufacturers in Canada. Cameco stock has soared 110% in the past 12 months, as part of a massive surge over the last five years, which helped it surpass its previous 2007 peaks. Its recent run saw CCJ outpace AI giant Nvidia and nuclear energy powerhouse Constellation Energy. CCJ’s recent upward earnings revisions land it a Zacks Rank #1 (Strong Buy) right now. Cameco is projected to grow its adjusted earnings by 100% in FY25 and 55% in 2026. Its revenue expansion outlook shows it’s on track to return to its 2007 highs in the near future. Bolstering its nuclear energy bull case further is Cameco’s 49% ownership of Westinghouse Electric—it closed the deal in late 2023 alongside Brookfield Renewable Partners (BEP), which owns the other 51%. Cameco is one of the best pure-play nuclear-heavy AI energy stocks to buy. Modine Manufacturing (MOD) operates primarily in a single industry consisting of the manufacture and sale of heat transfer equipment. Modine could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates. Analysts have been steadily raising their estimates for Modine. Modine Manufacturing Company is slated to release third quarter fiscal 2026 results on Feb. 4, after market close. Modine’s Climate Solutions segment is boosting its top-line growth, driven by the contributions from AbsolutAire, L.B. White and Climate by Design International acquisitions completed in 2025. As the company integrates these businesses, it is applying 80/20 operational principles to enhance margins, optimize capacity utilization and create new commercial cross-selling opportunities. Incorporating these well-regarded brands into Modine’s portfolio expands its product range and strengthens the scale of the HVAC Technologies business. For ...
(RTTNews) - Rambus Inc. (RMBS) announced earnings for fourth quarter of $63.84 million The company's earnings totaled $63.84 million, or $0.58 per share. This compares with $62.20 million, or $0.58 per share, last year. Excluding items, Rambus Inc. reported adjusted earnings of $74.69 million or $0.68 per share for the period. The company's revenue for the period rose 18.1% to $190.24 million from...
(RTTNews) - Rambus Inc. (RMBS) announced earnings for fourth quarter of $63.84 million The company's earnings totaled $63.84 million, or $0.58 per share. This compares with $62.20 million, or $0.58 per share, last year. Excluding items, Rambus Inc. reported adjusted earnings of $74.69 million or $0.68 per share for the period. The company's revenue for the period rose 18.1% to $190.24 million from $161.10 million last year. Rambus Inc. earnings at a glance (GAAP) : -Earnings: $63.84 Mln. vs. $62.20 Mln. last year. -EPS: $0.58 vs. $0.58 last year. -Revenue: $190.24 Mln vs. $161.10 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Simon Property press release ( SPG ): Q4 FFO of $3.27 misses by $0.22 . Revenue of $1.79B (+13.3% Y/Y) beats by $280M . Shares -0.01% . 2026 Guidance The Company currently estimates net income to be within a range of $6.87 to $7.12 per diluted share and Real Estate FFO to be within a range of $13.00 to $13.25 per diluted share for the year ending December 31, 2026. The following table provides the...
Simon Property press release ( SPG ): Q4 FFO of $3.27 misses by $0.22 . Revenue of $1.79B (+13.3% Y/Y) beats by $280M . Shares -0.01% . 2026 Guidance The Company currently estimates net income to be within a range of $6.87 to $7.12 per diluted share and Real Estate FFO to be within a range of $13.00 to $13.25 per diluted share for the year ending December 31, 2026. The following table provides the GAAP to non-GAAP reconciliation for the expected range of estimated net income attributable to common stockholders per diluted share to estimated Real Estate FFO per diluted share: Low High End End Estimated net income attributable to common stockholders per diluted share $6.87 $7.12 Depreciation and amortization including Simon's share of unconsolidated entities 6.13 6.13 Estimated Real Estate FFO per diluted share $13.00 $13.25 Click to enlarge More on Simon Property Simon Property Group: Not The Fattest Yield But One Of The Most Attractive Graham P/E And Number: Why Realty Income Outshines Simon Property Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade) Simon Property Q4 earnings preview: What to expect Insider trades: Block, Broadcom, Micron among notable names this week
DaVita press release ( DVA ): Q4 Non-GAAP EPS of $3.40 beats by $0.21 . Revenue of $3.62B (+9.7% Y/Y) beats by $110M . Operating cash flow was $541 million and free cash flow was $309 million for the three months ended December 31, 2025. Operating cash flow was $1,887 million and free cash flow was $1,024 million for the year ended December 31, 2025. Refinanced existing Term Loan A-1 and revolving...
DaVita press release ( DVA ): Q4 Non-GAAP EPS of $3.40 beats by $0.21 . Revenue of $3.62B (+9.7% Y/Y) beats by $110M . Operating cash flow was $541 million and free cash flow was $309 million for the three months ended December 31, 2025. Operating cash flow was $1,887 million and free cash flow was $1,024 million for the year ended December 31, 2025. Refinanced existing Term Loan A-1 and revolving line of credit during the three months ended December 31, 2025, as described below. Additionally, refinanced existing Term Loan B-1 and issued 6.75% senior notes due 2033 during the year ended December 31, 2025. Repurchased 2.7 million shares of the Company's common stock at an average price paid of $122.78 per share in the three months ended December 31, 2025. Repurchased 12.7 million shares of the Company's common stock at an average price paid of $140.09 per share in the year ended December 31, 2025. Click to enlarge More on DaVita DaVita: More Volatile But Better Upside Than Fresenius DaVita Inc. (DVA) Presents at 7th Annual Wolfe Research Healthcare Conference Transcript DaVita Q4 2025 Earnings Preview Short bets on S&P 500 Healthcare sector rises to 2.12% in November; MRNA stays most shorted stock Seeking Alpha’s Quant Rating on DaVita
(RTTNews) - Following the mixed performance seen last week, stocks moved mostly higher during trading on Monday. The major averages all moved to the upside on the day, with the Dow posting a standout gain. The major averages pulled back off their best levels late in the day but remained in positive territory. The Dow jumped 515.19 points or 1.1 percent to 49,407.66, the Nasdaq climbed 130.29 point...
(RTTNews) - Following the mixed performance seen last week, stocks moved mostly higher during trading on Monday. The major averages all moved to the upside on the day, with the Dow posting a standout gain. The major averages pulled back off their best levels late in the day but remained in positive territory. The Dow jumped 515.19 points or 1.1 percent to 49,407.66, the Nasdaq climbed 130.29 points or 0.6 percent to 23,592.11 and the S&P 500 rose 37.41 points or 0.5 percent to 6,976.44. The strength on Wall Street came following the release of a report from the Institute for Supply Management showing manufacturing activity in the U.S. unexpectedly expanded for the first time in 12 months in January. The ISM said its manufacturing PMI jumped to 52.6 in January from 47.9 in December, with a reading above 50 indicating growth. Economists had expected the index to inch up to 48.5. The upbeat economic data helped traders shrug off lingering trade tensions along with renewed uncertainty over U.S. monetary policy. Stocks also benefitted from signs of de-escalating tensions between the U.S. and Iran amid reports Iran is prepared to negotiate with the U.S. over its nuclear program. The markets saw continued strength after President Donald Trump announced in a post on Truth Social that he has reached a trade deal with India. Following a conversation with Indian Prime Minister Narendra Modi, Trump said the U.S. would reduced its reciprocal tariffs on India to 18 percent from 25 percent, while India purportedly agreed to reduce their tariffs and non-tariff barriers against the U.S. to zero. However, traders seemed somewhat reluctant to make more significant moves ahead of the release of the Labor Department's closely watched monthly jobs report on Friday. The report, which is expected to show employment climbed by 70,000 jobs in January after rising by 50,000 jobs in December, could impact the outlook for interest rates. Sector News Airline stocks turned in some of the market's...
Palantir press release ( PLTR ): Q4 Non-GAAP EPS of $0.25 beats by $0.02 . Revenue of $1.4B (+69.2% Y/Y) beats by $60M . U.S. revenue grew 93% year-over-year and 22% quarter-over-quarter to $1.076 billion U.S. commercial revenue grew 137% year-over-year and 28% quarter-over-quarter to $507 million U.S. government revenue grew 66% year-over-year and 17% quarter-over-quarter to $570 million Closed 1...
Palantir press release ( PLTR ): Q4 Non-GAAP EPS of $0.25 beats by $0.02 . Revenue of $1.4B (+69.2% Y/Y) beats by $60M . U.S. revenue grew 93% year-over-year and 22% quarter-over-quarter to $1.076 billion U.S. commercial revenue grew 137% year-over-year and 28% quarter-over-quarter to $507 million U.S. government revenue grew 66% year-over-year and 17% quarter-over-quarter to $570 million Closed 180 deals of at least $1 million, 84 deals of at least $5 million, and 61 deals of at least $10 million Closed a record-setting $4.262 billion of total contract value (“TCV”), up 138% year-over-year Closed a record-setting $1.344 billion of U.S. commercial TCV, up 67% year-over-year U.S. commercial remaining deal value (“RDV”) of $4.38 billion, up 145% year-over-year and 21% quarter-over-quarter Customer count grew 34% year-over-year and 5% quarter-over-quarter For Q1 2026, we expect: Revenue of between $1.532 - $1.536 billion vs $1.33B consensus Adjusted income from operations of between $870 - $874 million. For full year 2026, we expect: Revenue of between $7.182 - $7.198 billion vs $6.28B consensus U.S. commercial revenue in excess of $3.144 billion, representing a growth rate of at least 115%. Adjusted income from operations of between $4.126 - $4.142 billion. Adjusted free cash flow of between $3.925 - $4.125 billion. GAAP operating income and net income in each quarter of this year. Shares +6% . More on Palantir Palantir: 5 Big Risks Of Backward-Looking Financial Analysis Palantir Q4 Preview: A Trap For AI Skeptics Palantir: Trading Company's Shares - Growth Vs. A Bubble Burst (Earnings Preview) Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more Palantir Q4 earnings preview: AI partnerships and defense growth in focus
Trump administration sued over visa freeze on immigrants from 75 countries toggle caption Anna Moneymaker/Getty Images North America A group of civil rights organizations and U.S. citizens is suing the State Department over its sweeping suspension of immigrant visa processing for people from 75 countries, arguing the new policy attempted to "eviscerate decades of settled immigration law." The Trum...
Trump administration sued over visa freeze on immigrants from 75 countries toggle caption Anna Moneymaker/Getty Images North America A group of civil rights organizations and U.S. citizens is suing the State Department over its sweeping suspension of immigrant visa processing for people from 75 countries, arguing the new policy attempted to "eviscerate decades of settled immigration law." The Trump administration's visa ban, which went into effect on Jan. 21, affects countries including Afghanistan, Somalia, Brazil, Colombia, Thailand, Russia and Cambodia, and is intended to stem immigration from nations "whose migrants take welfare from the American people at unacceptable rates." But the complaint, filed in Manhattan federal court filed Monday, says it imposes a nationality-based ban on legal immigration that strips families and working people of the process guaranteed by law. Sponsor Message It states: "The law has never deemed a person inadmissible merely because they have received, or may one day need, non-cash public benefits or private charitable assistance; indeed, such temporary support has always been understood as part of the lawful process of integration and economic growth." The State Department did not immediately respond to NPR's request for comment, but the vast majority of countries on the freeze list have populations that are majority non-white and are outside Europe. According to previous posts on social media, the department said the temporary ban will "remain active until the U.S. can ensure that new immigrants will not extract wealth from the American people." The lawsuit was brought by the National Immigration Law Center, Democracy Forward and The Legal Aid Society, among other groups, on behalf of a wide range of plaintiffs, including U.S. citizens who say they have been separated from family members because of the policy. Vice President of Litigation at the National Immigration Law Center Efrén Olivares, told NPR that the State Department, un...
Chevron ( CVX ) shares snapped six straight sessions of gains on Monday, as the stock was 1.5% lower at $174.19. The energy major gained 6.1% in the preceding six sessions. CVX is up 15% over the past one month. Chevron reported Q4 adjusted earnings and revenues that fell from a year ago but came in above Wall Street expectations. HSBC downgraded CVX shares, saying it likes the company's mix of ca...
Chevron ( CVX ) shares snapped six straight sessions of gains on Monday, as the stock was 1.5% lower at $174.19. The energy major gained 6.1% in the preceding six sessions. CVX is up 15% over the past one month. Chevron reported Q4 adjusted earnings and revenues that fell from a year ago but came in above Wall Street expectations. HSBC downgraded CVX shares, saying it likes the company's mix of cash flow growth, financial discipline and attractive shareholder distributions, but believes these favorable attributes are already priced into the stock. Looking at Seeking Alpha's Quant Rating, CVX has a Hold rating with a score of 3.4 out of 5. The company received A+ in the prospect of profitability, while it received C in the growth factor. Seeking Alpha analysts are positive and see the stock as a Buy. Turning to the Wall Street , 16 analysts have given the stock a Buy or above rating. Nine gave the stock hold recommendation, while one gave Strong Sell rating to CVX. “Chevron's strong balance sheet, productive Permian and Guyana assets, and geographic diversification underpin its competitive advantage,” pointed out a recent Seeking Alpha analysis. More on Chevron Chevron Corporation (CVX) Q4 2025 Earnings Call Transcript Chevron Beats Earnings As Oil Prices Rise: Back Up The Truck Chevron Q4: Taking Profits While Awaiting A Correction And A Less Uncertain Environment Chevron cut at HSBC as position of strength already priced in Exxon, Chevron see hope for oil industry in Venezuela but sweeping changes needed
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools. Here's how the company did versus LSEG estimates: Earnings per share : 25 cents adjusted vs. ...
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools. Here's how the company did versus LSEG estimates: Earnings per share : 25 cents adjusted vs. 23 cents expected Revenue : $1.41 billion vs. $1.33 billion expected Revenue grew 70% from $827.5 million in the year-ago period. For the fiscal year, sales at the Denver-based firm totaled $4.48 billion U.S. revenue for the government and commercial sectors rose to $570 million and $507 million, respectively. Those results steadily beat estimates from analysts polled by FactSet. CEO Alex Karp called the earnings "indisputably the best results that I'm aware of in tech in the last decade" during an interview with CNBC's Morgan Brennan. "If you're not spending it on this, you're not spending on something that is part of keeping up with momentum," he added. Looking forward, the AI-powered software provider said it expects $1.532 billion to $1.536 billion in revenue for the first quarter, well above the $1.32 billion projected by FactSet. For fiscal 2026, the company guided to a range of $7.182 billion to $7.198 billion in revenue, beating the FactSet expectation of $6.22 billion. Palantir, which creates software and data tools sold to businesses and government agencies such as the Department of Defense, the Internal Revenue Service and the Department of Homeland Security, has seen a boost from skyrocketing demand for AI systems and broad retail investor enthusiasm. Karp noted the ongoing adoption of its tools by the U.S. government, a segment that saw 66% growth. "America has become more lethal, more confident, more divergent from our adversaries, and, quite frankly, from our allies," he said. Karp said demand is so strong for its products, and Palantir has become "so engaged...
U.S. Physical Therapy ( USPH ) on Monday said it has acquired an industrial injury prevention business for about $15.1 million. The business generates roughly $7.0 million in annual revenue, the company said. U.S. Physical Therapy acquired a 70% stake, with the remaining 30% retained by the current owner. The acquisition expands the company’s industrial injury prevention services, U.S. Physical Th...
U.S. Physical Therapy ( USPH ) on Monday said it has acquired an industrial injury prevention business for about $15.1 million. The business generates roughly $7.0 million in annual revenue, the company said. U.S. Physical Therapy acquired a 70% stake, with the remaining 30% retained by the current owner. The acquisition expands the company’s industrial injury prevention services, U.S. Physical Therapy said. USPH -0.35% after hours to $83.68. Source: Press Release More on U.S. Physical Therapy U.S. Physical Therapy, Inc. (USPH) Q3 2025 Earnings Call Transcript U.S. Physical Therapy forms 10 year alliance with NYU Langone U.S. Physical Therapy signals 200-facility AI-driven front desk rollout by year-end while reaffirming $93M–$97M adjusted EBITDA guidance Seeking Alpha’s Quant Rating on U.S. Physical Therapy Historical earnings data for U.S. Physical Therapy
Rambus press release ( RMBS ): Q4 Non-GAAP EPS of $0.68. Revenue of $190.2M (+18.1% Y/Y). The Company will discuss its full revenue guidance for the first quarter of 2026 during its upcoming conference call. The following table sets forth the first quarter outlook for other measures. (In millions) GAAP Non-GAAP (1) Licensing billings (operational metric) (2) $66 - $72 $66 - $72 Product revenue (GA...
Rambus press release ( RMBS ): Q4 Non-GAAP EPS of $0.68. Revenue of $190.2M (+18.1% Y/Y). The Company will discuss its full revenue guidance for the first quarter of 2026 during its upcoming conference call. The following table sets forth the first quarter outlook for other measures. (In millions) GAAP Non-GAAP (1) Licensing billings (operational metric) (2) $66 - $72 $66 - $72 Product revenue (GAAP) $84 - $90 $84 - $90 Contract and other revenue (GAAP) $21 - $27 $21 - $27 Total operating costs and expenses $121 - $117 $104 - $100 Interest and other income (expense), net $6 $6 Diluted share count 110 110 Click to enlarge Shares +5% . More on Rambus Rambus Q4 Preview: Further Tailwinds To Come, Keep Holding It Rambus: The Plumbing And Security AI Play Most Pass Off Rambus Inc. (RMBS) Presents at 53rd Annual Nasdaq Investor Conference Transcript Rambus Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Rambus
Zhi Xiong Lee Boeing ( BA ) and General Electric ( GE ) have identified a possible durability concern involving a seal on the GE9X engine that powers the 777X, Bloomberg News reported Monday, citing people familiar with the matter. The issue emerged during a recent inspection and could ultimately require a redesigned seal, with updates carried out during scheduled maintenance visits rather than im...
Zhi Xiong Lee Boeing ( BA ) and General Electric ( GE ) have identified a possible durability concern involving a seal on the GE9X engine that powers the 777X, Bloomberg News reported Monday, citing people familiar with the matter. The issue emerged during a recent inspection and could ultimately require a redesigned seal, with updates carried out during scheduled maintenance visits rather than immediately. Boeing ( BA ) executives stressed on the company’s Jan. 27 earnings call that the finding is not expected to add new delays to the long-delayed 777X program. The GE9X engine received certification in 2020. GE Aerospace ( GE ) said it is still assessing whether any corrective action will be needed. A spokesperson said the company has launched on-wing inspections while it analyzes the issue and determines next steps, following its safety and quality processes. Engine durability has become a growing concern for airlines, particularly those operating in hot and dusty environments such as the Middle East, where some carriers have faced earlier-than-expected maintenance visits on modern turbofans. Emirates, the largest 777X customer, has publicly signaled it has little appetite for early reliability problems. The seal issue comes as Boeing ( BA ) remains under close watch from customers and investors while it completes flight testing with U.S. regulators. The aircraft, designed as a twin-engine successor to the 747, is now slated for first deliveries in 2027. Boeing ( BA ) previously took a $4.9 billion charge tied to certification delays, heightening sensitivity to any further schedule risk. Chief Executive Kelly Ortberg said the company continues to make progress in flight testing and does not expect the engine issue to affect the current delivery timeline. More on Boeing, GE Aerospace Boeing: The Growth Is Just Starting Boeing Is Flying Steady Into 2026 The Boeing Company (BA) Q4 2025 Earnings Call Transcript NASA begins critical fueling test ahead of Artemis II moo...
Palantir Technologies Inc. forecast revenue for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year. Annual revenue will be between $7.18 billion and $7.2 billion, the Denver-based company said Monday in a statement. Analysts, on average, estimated $6.27 billion. Palantir fo...
Palantir Technologies Inc. forecast revenue for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year. Annual revenue will be between $7.18 billion and $7.2 billion, the Denver-based company said Monday in a statement. Analysts, on average, estimated $6.27 billion. Palantir forecast sales in the current quarter of about $1.53 billion, which also beat expectations. The shares jumped about 8% in extended trading after closing at $147.77. The stock had dropped 29% from their November peak, reached right before Palantir last reported results, and were down 17% to start 2026 through the close. Palantir, which relies on government contracts for the lion’s share of its US revenues, also saw fourth-quarter revenue grow 70% to $1.41 billion, it said in the statement. Read More: Palantir Earnings Arrive Just as Stock Could Use Some Good News In a shareholder letter that cites the legacies of former Chinese leader Deng Xiaoping and American historian Christopher Lasch, Chief Executive Officer and co-founder Alexander Karp described the accelerating revenue as “a cosmic reward” for the company’s supporters. Karp cast Palantir’s software system, which is used by US Immigration and Customs Enforcement and the Department of Defense among government users, as “capable of preventing an unconstitutional intrusion into the private lives of citizens by the state.” Karp didn’t specify how Palantir’s technology prevented such intrusions. The Department of Homeland Security purchased a Palantir app named ELITE that provides actionable data including AI-extracted addresses to Enforcement and Removal Operations officers with ICE.