In this article SHOP Follow your favorite stocks CREATE FREE ACCOUNT An employee works at Shopify's headquarters in Ottawa, Ontario in Canada. Chris Wattie | Reuters Shopify on Wednesday reported fourth-quarter results that beat on the top line and gave strong guidance to start the year. The stock slid more than 3%. Here's how the company did, compared with estimates from analysts polled by LSEG: ...
In this article SHOP Follow your favorite stocks CREATE FREE ACCOUNT An employee works at Shopify's headquarters in Ottawa, Ontario in Canada. Chris Wattie | Reuters Shopify on Wednesday reported fourth-quarter results that beat on the top line and gave strong guidance to start the year. The stock slid more than 3%. Here's how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: 48 cents adjusted vs. 51 cents Revenue: $3.67 billion vs. $3.59 billion The Canadian e-commerce company said it expects first-quarter revenue to expand at a "low-thirties percentage rate" year over year, which is higher than the 25.1% growth forecast by analysts, according to FactSet. Shopify also said its board of directors approved $2 billion in share buybacks. The company's revenues were lifted by the key holiday shopping period, which saw "record" spending in 2025, according to Adobe Analytics . Online spending from Nov. 1 through Dec. 31 increased 6.8% to $257.8 billion, Adobe said, beating its forecast of $253.4 billion. Shoppers remained resilient during the holiday shopping season despite a dour economic backdrop dominated by weakening consumer confidence, President Donald Trump 's sweeping tariff policies and a slowing job market. The Commerce Department reported Tuesday that retail sales in December were flat after increasing 0.6% in November, capping off the year on a downbeat note after a period of otherwise solid shopping activity. Shopify's gross merchandise volume, or the total volume of merchandise sold on the platform, came in higher than expected. GMV surged 29% year over year to $123.8 billion, surpassing analysts' estimated $121.3 billion, according to FactSet. watch now VIDEO 3:07 03:07 Shopify President Harley Finkelstein: AI is the biggest shift in commerce since the internet Squawk on the Street Read more CNBC tech news 'Impossible': Taiwan pushes back against Washington's 40% chip supply relocation goal Alphabet calls out new AI-...
'Our Institutional Geo-Economic Architecture' Won't Just Ride This Out, Rabobank Warns Authored by Michael Every via Rabobank, 24 Hours US retail sales soft, yields down, stocks up, oil up . That’s one way to look at the last 24 hours. Or one can look at it --and the next 24 hours-- more deeply. Let’s start with geopolitics, then look at AI, and try to tie it all together into a better market take...
'Our Institutional Geo-Economic Architecture' Won't Just Ride This Out, Rabobank Warns Authored by Michael Every via Rabobank, 24 Hours US retail sales soft, yields down, stocks up, oil up . That’s one way to look at the last 24 hours. Or one can look at it --and the next 24 hours-- more deeply. Let’s start with geopolitics, then look at AI, and try to tie it all together into a better market take than the above. As @desmondshum underlines: “ Europe isn’t merely “slowing.” It’s being structurally out-scaled and outbid - squeezed between an America that owns the high-tech frontier and a China that has moved from low-end volume into the mid-tech industrial core Europe once dominated… ...Without a hard turn --fast trade defence, real industrial policy, and bloc-level unity-- Europe’s “model” doesn’t get reformed; it gets liquidated.” Macron just declared a European ‘ state of emergency ’, arguing EU-US tensions are far from over, and the bloc must become a global economic power or risk being swept aside. He called for Eurobonds to Make Europe Great Again. Within hours, Germany shot that down. Macron called for ‘Made in Europe’ policies. They were also shot down by Germany and Italy. A new French report argues Europe needs to immediately impose 30% tariffs against China or devalue EUR vs CNY by 20-30% (how?) to retain its industrial core. That will get shot down - what then? In 24 hours, an informal Leaders’ retreat with Draghi and Letta dedicated to ‘strengthening the single market in a new geoeconomic context’ will, zeitgeistly, be held in Alden Biesen castle to assess how the EU should position itself for increased --and not always fair-- economic competition and trade imbalances. Draghi now favours a multi-speed/tier Europe, not one speed for all. But what will the others say? There’s parallel talk of Ukraine entering the EU as soon as 2027. How literally market moving will it all prove? Don’t sweep those questions aside! Finland’s President expects the US will use ...
Supportive of more upside in GOLD shares is that Gold.com’s fiscal 2026 EPS estimates have spiked over 50% in the last 60 days, with FY27 EPS revisions still up nearly 12%. LPM also has an expanding presence in Singapore, with it noteworthy that Gold.com acquired Monex Deposit Company in January, an established U.S. precious metal dealer that should significantly expand its product offerings and c...
Supportive of more upside in GOLD shares is that Gold.com’s fiscal 2026 EPS estimates have spiked over 50% in the last 60 days, with FY27 EPS revisions still up nearly 12%. LPM also has an expanding presence in Singapore, with it noteworthy that Gold.com acquired Monex Deposit Company in January, an established U.S. precious metal dealer that should significantly expand its product offerings and customer base as well. Furthermore, management emphasized ongoing efforts to integrate acquisitions and optimize costs to maintain long-term margin expansion. Attributing to Gold.com’s compelling expansion is its international growth, with its wholly owned subsidiary, LPM Group Limited, being based in Hong Kong and becoming one of the largest precious metals dealers in Asia. Drawing analysts' attention is that Gold.com crushed consensus sales and EPS expectations of $2.92 billion and $0.70 per share by 121.2% and 30%, respectively. Enforcing the narrative that Gold.com is executing well, Q2 sales spiked 136% year over year to a quarterly record of $6.47 billion from $2.74 billion in the comparative quarter. Net income came in at $11.6 million or adjusted earnings of $0.91 per share, a 55% increase from EPS of $0.55 in the prior year quarter. Headquartered in Costa Mesa, California, and formerly known as A-Mark Precious Metals, Gold.com provides an array of precious metals, including minted gold bars, silver, platinum, and palladium, along with copper bullion and numismatic coins to wholesale and retail consumers. Offering a fully integrated alternative assets platform, sentiment continues to build for Gold.com’s outlook after reporting impressive results for its fiscal second quarter last Thursday and attracting positive attention from analysts in the process. Amid an unprecedented commodity price boom for various precious metals, Gold.com’s stock has been one of the market’s top performers in 2026 so far, soaring nearly +90% through the first two months of the year and rece...
French authorities are investigating the death of a third baby as part of a widening probe into tainted infant formula. The baby drank formula that has been recalled, though no causal link to the death has been established so far, the health ministry said in a statement . Separate probes into two other babies who died in recent weeks are already underway, led by the prosecutor’s offices in Bordeau...
French authorities are investigating the death of a third baby as part of a widening probe into tainted infant formula. The baby drank formula that has been recalled, though no causal link to the death has been established so far, the health ministry said in a statement . Separate probes into two other babies who died in recent weeks are already underway, led by the prosecutor’s offices in Bordeaux and Angers. The health ministry did not immediately respond to questions regarding the location of the third investigation. The contamination crisis has ensnared Nestlé SA , Danone SA and Groupe Lactalis , all of whom have recalled some products. More countries have issued recalls in recent days after European food safety authorities recommended new lower toxin levels for the region’s nations last week. Read More: Babies Are Getting Sick From Formula That Mimics Mother’s Milk The crisis involving baby-formula makers stems from the possible presence of cereulide, a toxin traced to contaminated arachidonic acid oil, or ARA, which is often added to infant formula. While no company has stated the source of the contamination, the supplier has since been identified as China’s Cabio Biotech Wuhan Co. Nestlé, questioned on the third death, said it is looking into the matter. Danone and closely held Lactalis didn’t respond to requests for comment. Nestlé shares dropped as much as 3%, the most in more than a month, while Danone fell as much as 3.6%. UK peer Reckitt Benckiser Group Plc also declined. French authorities also said 14 babies suspected of having drunk the recalled formula were hospitalized and later discharged, although no causal link with cereulide has been established. Read More: Tainted Baby Milk Hits Billionaire Clan’s Powerful Dairy Empire
Image source: The Motley Fool. Feb. 11, 2026, at 8:30 a.m. ET Call participants President and Chief Executive Officer — Simon Meester Senior Vice President and Chief Financial Officer — Jennifer Kong-Picarello Need a quote from a Motley Fool analyst? Email [email protected] Takeaways REV Group Merger Completion -- Terex TEX +14.87% ) REV Group (NYSE: REVG), establishing a new specialty vehicle seg...
Image source: The Motley Fool. Feb. 11, 2026, at 8:30 a.m. ET Call participants President and Chief Executive Officer — Simon Meester Senior Vice President and Chief Financial Officer — Jennifer Kong-Picarello Need a quote from a Motley Fool analyst? Email [email protected] Takeaways REV Group Merger Completion -- Terex TEX +14.87% ) REV Group (NYSE: REVG), establishing a new specialty vehicle segment. Management stated, "we've created a leading specialty equipment manufacturer with premium brands across multiple industries." -- (NYSE: REVG), establishing a new specialty vehicle segment. Management stated, "we've created a leading specialty equipment manufacturer with premium brands across multiple industries." Synergy target and timeline -- Management projects $75 million annual run-rate synergies from the REV merger, with approximately half to be realized in the first twelve months and the remainder by 2028. Initial savings will come from eliminating duplicate corporate costs. -- Management projects $75 million annual run-rate synergies from the REV merger, with approximately half to be realized in the first twelve months and the remainder by 2028. Initial savings will come from eliminating duplicate corporate costs. 2025 financial results -- Earnings per share were $4.93. EBITDA reached $635 million with an 11.7% margin. Free cash flow totaled $325 million with a 147% cash conversion rate. All metrics aligned with prior full-year guidance. -- Earnings per share were $4.93. EBITDA reached $635 million with an 11.7% margin. Free cash flow totaled $325 million with a 147% cash conversion rate. All metrics aligned with prior full-year guidance. Fiscal Q4 2025 performance -- Net sales rose 6% year over year to $1.3 billion. Operating margin improved by 150 basis points to 9.3%. EBITDA was $141 million or 10.6% of sales. Free cash flow was $172 million, up $43 million from last year. -- Net sales rose 6% year over year to $1.3 billion. Operating margin improved by 150 ...
While things are terrible right now, he has a radical manifesto to draw on, a landslide majority and breathing space. But he must seize the day After his worst week ever, could Keir Starmer be about to have a season of renewal? Quite possibly, if he learns from his near-death experience . When most leaders stumble, they don’t get a second chance: they are too exposed and their rivals pounce. As th...
While things are terrible right now, he has a radical manifesto to draw on, a landslide majority and breathing space. But he must seize the day After his worst week ever, could Keir Starmer be about to have a season of renewal? Quite possibly, if he learns from his near-death experience . When most leaders stumble, they don’t get a second chance: they are too exposed and their rivals pounce. As the saying goes, in politics your enemies are all on your own side – the opposition are merely opponents. But this isn’t a late third-term government running out of road with a slim majority and no new ideas. It’s only about a year and half in, with a radical manifesto and a landslide majority . As prime minister, Starmer not only has breathing space but also the most untrammelled power of any democratic leader in the global north. Even Donald Trump has individual states to contend with – the UK is a unitary system. So here are 10 steps Starmer can take to stay in office. John McTernan was Tony Blair’s political secretary at 10 Downing Street Continue reading...
J Studios/DigitalVision via Getty Images After confirmation Bitcoin ( BTC-USD ) hit an all‑time high in October 2025, it has expectedly pulled back as some investors took profits. That wasn't the only negative catalyst for Bitcoin, though, as other factors like a decline in risk appetite, a drop in liquidity, and an increase in forced liquidations have combined for the flagship crypto to drop, at ...
J Studios/DigitalVision via Getty Images After confirmation Bitcoin ( BTC-USD ) hit an all‑time high in October 2025, it has expectedly pulled back as some investors took profits. That wasn't the only negative catalyst for Bitcoin, though, as other factors like a decline in risk appetite, a drop in liquidity, and an increase in forced liquidations have combined for the flagship crypto to drop, at its low, approximately 50% from its all-time high. This, of course, brought out the Bitcoin bears, along with the bashers, who have attempted to pile on Bitcoin, as has happened during Bitcoin corrections during the lifetime of the asset. The initial correction of Bitcoin wasn't unexpected, and investors with information on price discovery at the top of the cycle. After the price plummeted to the mid-$80,000 range, it was at that time I thought we would start to see a recovery. I wasn't taking into account the amount of margin held by those holding Bitcoin for the long term, and when forced liquidations started to escalate, it resulted in the second wave of price drops, resulting in the price dropping to close to $60,000 on some exchanges. In this article, we'll look at why I think the price of Bitcoin is probably close to a bottom and what to expect over the next year or so. Bitcoin and Short-term Price Discovery Price discovery for Bitcoin, especially in the short term, is difficult to ascertain because of the volatility of the asset and, as already mentioned, the impact of those using margin to accelerate the potential growth in profits. When the trade goes against them, it of course results in the steep correction we've seen since October 2025. The major problem in regard to price discovery is that forced liquidations skew the price of Bitcoin, as they have done recently with forced liquidations associated with silver, which recently and quickly dropped over 40%. Just like the price of silver doesn't reflect the price after forced liquidations, neither does the price of...
The European Union’s drive for deeper capital markets needs to look beyond discussions of potential mergers between exchanges, said a top Deutsche Boerse AG executive. The debate over a so-called capital markets union is too focused on regulation and “consolidation questions,” said Thomas Book , a member of Deutsche Boerse’s management board. What’s needed is more investment appetite and bringing ...
The European Union’s drive for deeper capital markets needs to look beyond discussions of potential mergers between exchanges, said a top Deutsche Boerse AG executive. The debate over a so-called capital markets union is too focused on regulation and “consolidation questions,” said Thomas Book , a member of Deutsche Boerse’s management board. What’s needed is more investment appetite and bringing liquidity pools “back on transparent markets,” he said. European leaders have spent years trying to forge closer ties between its fractured markets and make it more attractive for local companies to list in the bloc, rather than in the US. A call last year from German Chancellor Friedrich Merz to revive those efforts with a “kind of European stock exchange” fueled speculation that politicians might encourage Deutsche Boerse to merge with Amsterdam-based Euronext NV . Read More: Why Germany’s Merz Is Calling for Joint European Stock Exchange “Simply merging local equities exchanges under a single brand would fall short of what is needed,” Book said in a speech at the Frankfurt Digital Finance conference on Wednesday. European Central Bank President Christine Lagarde is among officials to have pointed out Europe’s fragmentation, while stopping short of calling for corporate mergers. The fact that the bloc hosted 295 trading venues, 14 central counterparties and 32 central securities depositories in 2023 is something that policymakers must “address and consolidate,” she said in October.
A surprise blockbuster jobs report could support the broadening of the stock market rally, even as it keeps the Federal Reserve on hold. Investors breathed a sigh of relief Wednesday, after the Bureau of Labor Statistics said the U.S. economy added 130,000 jobs in January . That was far above the Dow Jones consensus estimate for 55,000, as well as an improvement from the December number, which was...
A surprise blockbuster jobs report could support the broadening of the stock market rally, even as it keeps the Federal Reserve on hold. Investors breathed a sigh of relief Wednesday, after the Bureau of Labor Statistics said the U.S. economy added 130,000 jobs in January . That was far above the Dow Jones consensus estimate for 55,000, as well as an improvement from the December number, which was downwardly revised to a gain of 48,000. The unemployment rate also edged lower, to 4.3% from 4.4%. .SPX 1D mountain S & P 500, 1-day The indication of a stronger economy added conviction to the rotation trade, as traders resumed shifting some of their bets away from technology and into those cyclical stocks most likely to benefit from economic growth. Stocks rallied, with construction equipment maker Caterpillar , closely tied to swings in the economic cycle, advancing nearly 3%. "The bigger implication may be for stocks," Brad Conger, investment chief at Hirtle Callaghan, wrote of the January jobs report. "A stronger job market will support the 'broadening trade' – the rotational to industrial cyclicals and consumer discretionary from technology." So far this year it's the equal weighted S & P 500 that has outperformed, rallying roughly 6% while the conventional, market cap-weighted version of the index has gained just 2%. The small cap S & P Small Cap 600 has jumped more than 10%. Software stocks, as tracked by the iShares Expanded Tech-Software Sector ETF (IGV) , have plunged more than 19% as a group. Conger said that he favors homebuilders, REITs and luxury goods, which he said are "under-appreciated" beneficiaries of stronger growth. Fed on hold Suddenly, the January jobs report also makes it more likely the Fed will keep monetary policy close to where it is this year. The central bank at its most recent meeting indicated that the economic outlook is improving, even removing the warning that there are "downside risks to employment" from its regular policy statement. T...
Randstad ( RANJF ): Q4 2025 Revenue of €5.82B (-4.3% Y/Y). Reported net income of €90M and Adjusted net income of €135M. More on Randstad N.V. Randstad N.V. (RANJY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Randstad N.V. Historical earnings data for Randstad N.V. Dividend scorecard for Randstad N.V. Financial information for Randstad N.V.
Randstad ( RANJF ): Q4 2025 Revenue of €5.82B (-4.3% Y/Y). Reported net income of €90M and Adjusted net income of €135M. More on Randstad N.V. Randstad N.V. (RANJY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Randstad N.V. Historical earnings data for Randstad N.V. Dividend scorecard for Randstad N.V. Financial information for Randstad N.V.
The Super League project has finally died out after Uefa announced it had reached “an agreement of principles for the wellbeing of European club football” with Real Madrid and the European Football Clubs group. In a surprise statement released the day before Uefa stages its annual congress in Brussels, the governing body said all parties had agreed a way forward “respecting the principle of sporti...
The Super League project has finally died out after Uefa announced it had reached “an agreement of principles for the wellbeing of European club football” with Real Madrid and the European Football Clubs group. In a surprise statement released the day before Uefa stages its annual congress in Brussels, the governing body said all parties had agreed a way forward “respecting the principle of sporting merit with emphasis on long-term club sustainability and the enhancement of fan experience through the use of technology”. The development comes three and a half months after Real, the sole surviving proponent of the ill-fated 12-club breakaway, announced they would seek “substantial damages” from Uefa for blocking the project. It originally fell apart within days of its launch in 2021. Uefa’s statement suggested that any legal case would also now be closed. Quick Guide How do I sign up for sport breaking news alerts? Show Download the Guardian app from the iOS App Store on iPhone or the Google Play store on Android by searching for 'The Guardian'. If you already have the Guardian app, make sure you’re on the most recent version. In the Guardian app, tap the Profile settings button at the top right, then select Notifications. Turn on sport notifications. Was this helpful? Thank you for your feedback. “This agreement of principles will also serve to resolve their legal disputes related to the European Super League, once such principles are executed and implemented,” it read.
Applied Materials ( AMAT ) on Wednesday said Samsung Electronics ( SSNLF ) will join the new, $5 billion EPIC Center in Silicon Valley . Applied’s EPIC Center will open this year as the world’s largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D. The co-development programs at the EPIC Center will be designed to fast-track the devel...
Applied Materials ( AMAT ) on Wednesday said Samsung Electronics ( SSNLF ) will join the new, $5 billion EPIC Center in Silicon Valley . Applied’s EPIC Center will open this year as the world’s largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D. The co-development programs at the EPIC Center will be designed to fast-track the development and deployment of next-generation semiconductor technologies through high-velocity co-innovation, the company said. The joint R&D programs will target new materials and process technologies for chips multiple nodes ahead of the current generation. The co-development programs will target new atomic‑scale innovations for advanced patterning, etch and deposition processes to enable a new generation of devices across advanced logic and memory chips. AMAT is +4.35% to $343.41. Source: Press Release More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials Q1 earnings on deck: What to expect Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more
Key Points Reinhart Partners increased its Yeti stake by 373,641 shares with an estimated transaction value of $14.37 million, based on quarterly average pricing. Its quarter-end position value rose by approximately $45.76 million, reflecting both trading activity and stock price movements. Yeti now accounts for 4.02% of the fund’s AUM, which places it among the fund’s top five holdings. 10 stocks...
Key Points Reinhart Partners increased its Yeti stake by 373,641 shares with an estimated transaction value of $14.37 million, based on quarterly average pricing. Its quarter-end position value rose by approximately $45.76 million, reflecting both trading activity and stock price movements. Yeti now accounts for 4.02% of the fund’s AUM, which places it among the fund’s top five holdings. 10 stocks we like better than Yeti › What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 10, 2026, Reinhart Partners, LLC. increased its position in Yeti by 373,641 shares during the fourth quarter of 2025. The estimated value of the additional shares acquired was $14.37 million, based on the average quarterly closing price. At quarter-end, the total Yeti position was valued at $134.08 million, up approximately $45.76 million from the prior period, reflecting both trading and price movement effects. What else to know After this buy, Yeti accounted for approximately 4.02% of 13F reportable AUM at the end of December 2025. Top holdings after the filing, other than Yeti: UNK: FCNCA: $167 million (approximately 5.0% of AUM) NASDAQ: SIMO: $145.9 million (approximately 4.4% of AUM) NASDAQ: IDCC: $133 million (approximately 4.0% of AUM) NASDAQ: ACLS: $127.7 million (approximately 3.8% of AUM) NASDAQ: SKWD: $123.5 million (approximately 3.7% of AUM) Company overview Metric Value Market capitalization $3.66 billion Revenue (TTM) $1.83 billion Net income (TTM) $160.31 million Price (as of market close February 10, 2026) $47.06 Company snapshot Yeti offers hard and soft coolers, drinkware, bags, outdoor living gear, and accessories primarily under the YETI and Rambler brands. The company generates revenue through direct-to-consumer e-commerce, independent retailers, and international distribution channels. It targets outdoor enthusiasts, recreation consumers, and specialty retail shoppers in the United States and select international markets. Yeti designs pr...
Image source: The Motley Fool. Feb. 11, 2026 at 8:30 a.m. ET Call participants Chairman and Chief Executive Officer — Sheryl Palmer Chief Financial Officer — Kurt VanHyfte Chief Corporate Operations Officer — Erik Heuser Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net income -- Reported net income for the quarter was $174 million, or $1.76 per diluted share; adjusted...
Image source: The Motley Fool. Feb. 11, 2026 at 8:30 a.m. ET Call participants Chairman and Chief Executive Officer — Sheryl Palmer Chief Financial Officer — Kurt VanHyfte Chief Corporate Operations Officer — Erik Heuser Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net income -- Reported net income for the quarter was $174 million, or $1.76 per diluted share; adjusted net income was $188 million, or $1.91 per diluted share, after excluding pre-acquisition abandonment and debt extinguishment charges, primarily related to the 2027 senior notes. -- Reported net income for the quarter was $174 million, or $1.76 per diluted share; adjusted net income was $188 million, or $1.91 per diluted share, after excluding pre-acquisition abandonment and debt extinguishment charges, primarily related to the 2027 senior notes. Home closings -- 3,285 homes were delivered in the quarter at an average price of $596,000, generating approximately $2 billion in home closings revenue. -- 3,285 homes were delivered in the quarter at an average price of $596,000, generating approximately $2 billion in home closings revenue. Full-year deliveries -- For the year, 12,997 homes were delivered at an average price of $597,000, resulting in about $7.8 billion in home closings revenue. -- For the year, 12,997 homes were delivered at an average price of $597,000, resulting in about $7.8 billion in home closings revenue. Gross margin -- Fourth-quarter home closings gross margin was 21.8%, up from the guided 21.5%, but declined from 22.1% for the year and 24.8% in the prior year, mainly due to a higher share of lower-margin spec home closings and elevated incentives. -- Fourth-quarter home closings gross margin was 21.8%, up from the guided 21.5%, but declined from 22.1% for the year and 24.8% in the prior year, mainly due to a higher share of lower-margin spec home closings and elevated incentives. SG&A expense ratio -- Selling, general, and administrative expense (SG&A) r...
Kwarkot/iStock via Getty Images NNN REIT ( NNN ) introduced full-year guidance roughly in line with the consensus estimate after turning in solid beats on Q4 earnings and revenue as occupancy improved from the prior quarter. "NNN achieved 2.7% AFFO growth per share and had a record year deploying over $900 million in real estate investments," CEO Steve Horn said. "Our proactive portfolio managemen...
Kwarkot/iStock via Getty Images NNN REIT ( NNN ) introduced full-year guidance roughly in line with the consensus estimate after turning in solid beats on Q4 earnings and revenue as occupancy improved from the prior quarter. "NNN achieved 2.7% AFFO growth per share and had a record year deploying over $900 million in real estate investments," CEO Steve Horn said. "Our proactive portfolio management and strategic acquisitions position NNN to deliver solid per-share growth in 2026." The net-lease REIT sees f ull-year 2026 core FFO per share of $3.47-$3.53 (midpoint $3.50 vs. $3.49 consensus). Acquisition of volume is expected to be $550M-$650M, and disposition volume is seen at $110M-$150M. Q4 core FFO per share of $0.87, vs. the average analyst estimate of $0.85, rose from $0.85 in Q3 and $0.82 in Q4 2024. Revenue of $238.4M, topping the $233.4M consensus, increased from $230.2M in the previous quarter and $218.5M in the year-ago period. Still, NNN ( NNN ) stock fell 1.3% in Wednesday morning trading. Operating expenses climbed to $105.5M from $95.5M in Q3 and $86.8M in Q4 2024. Occupancy rose to 98.3% at Dec. 31, 2025, from 97.5% at Sept. 30 and slipped from 98.5% at Dec. 31, 2024. During the quarter, NNN ( NNN ) closed on $183.1M of investments, at an initial cap rate of 7.4% and a weighted average lease term of 18.1 years. Conference call at 10:30 AM. More on NNN REIT NNN REIT's BBB+ Rating: One Notch Lower, But The 10.7-Year Debt Maturity Changes Everything NNN REIT: Portfolio Shifts Can Lead To Higher Earnings (Rating Upgrade) NNN REIT: Resilient High-Yield Income With Long-Term Upside NNN REIT FFO of $0.87 beats by $0.02, revenue of $238.4M beats by $5.01M NNN REIT declares $0.60 dividend
Radcom NASDAQ: RDCM outlined record full-year and fourth-quarter results for 2025 and issued revenue growth guidance for 2026, as management emphasized continued profitability, expanded investment in R&D, and a renewed push to add new Tier 1 telecom customers. Get Radcom alerts: Sign Up Record 2025 results and fourth-quarter margin expansion CEO Benny Eppstein said Radcom delivered its “sixth cons...
Radcom NASDAQ: RDCM outlined record full-year and fourth-quarter results for 2025 and issued revenue growth guidance for 2026, as management emphasized continued profitability, expanded investment in R&D, and a renewed push to add new Tier 1 telecom customers. Get Radcom alerts: Sign Up Record 2025 results and fourth-quarter margin expansion CEO Benny Eppstein said Radcom delivered its “sixth consecutive year of growth” with record 2025 revenue of $71.5 million, representing 17.2% year-over-year growth and finishing above the midpoint of the company’s prior 15% to 18% growth outlook. Eppstein also highlighted that GAAP earnings per share increased by “just over 65%” year over year, and that Radcom ended the year with $109.9 million in cash and short-term deposits and no debt. CFO Hod Cohen said fourth-quarter revenue was a record $18.9 million, up 16% year over year, while profitability improved as the company “managed expenses effectively while increasing strategic investments in research and development.” Fourth-quarter gross margin was 77.6%, which Cohen said was the highest since 2018, and operating income was $4.3 million, producing an operating margin of 23% (the highest in eight years, according to management). Fourth-quarter non-GAAP net income was $5.2 million, or $0.31 per diluted share, compared with $3.8 million, or $0.23, a year earlier. On a GAAP basis, Cohen reported fourth-quarter net income of $3.6 million and GAAP EPS of $0.21, up from $0.14 in the prior-year quarter. The company ended 2025 with 325 employees. Full-year profitability and cash flow For the full year, Cohen said gross margin was 76.8% in 2025, up from 75.2% in 2024. Operating income rose 55% to a record $14.8 million, representing 20.6% of revenue, compared with $9.5 million, or 15.6%, in 2024. Full-year non-GAAP net income was a record $18.4 million, equal to 25.8% of revenue, or $1.09 per diluted share, compared with $13.5 million (or $0.83 per diluted share) in 2024. On a GAAP bas...
Criteo NASDAQ: CRTO executives used the company’s fourth-quarter and full-year 2025 earnings call to emphasize a strategic pivot toward “commerce intelligence and AI decisioning,” while acknowledging that 2025 “unfolded a bit differently” than expected and that 2026 growth is set to remain muted due to previously disclosed retail media client scope reductions. Get Criteo alerts: Sign Up Strategy c...
Criteo NASDAQ: CRTO executives used the company’s fourth-quarter and full-year 2025 earnings call to emphasize a strategic pivot toward “commerce intelligence and AI decisioning,” while acknowledging that 2025 “unfolded a bit differently” than expected and that 2026 growth is set to remain muted due to previously disclosed retail media client scope reductions. Get Criteo alerts: Sign Up Strategy centers on “Agentic Commerce,” cross-channel performance, and retail media CEO Michael Komasinski said the company is aligning around the idea that consumer attention is increasingly fragmented across websites, apps, social feeds, connected TV (CTV), and AI-powered assistants. He argued that fragmentation increases complexity for advertisers but benefits platforms that can “orchestrate decisions and outcomes holistically.” Komasinski outlined three priorities for 2026: Agentic Commerce : Preparing for shopping experiences influenced by AI assistants and shopping agents. : Preparing for shopping experiences influenced by AI assistants and shopping agents. Scaling the AI-powered performance engine : Expanding self-service, increasing cross-channel activation, and moving further up the funnel into discovery budgets. : Expanding self-service, increasing cross-channel activation, and moving further up the funnel into discovery budgets. Reinforcing retail media leadership: Using AI to help retailers improve discovery and monetize sponsored placements while maintaining control over product ranking. Agentic Commerce: recommendation service, new ad experiences, and embedded agents Management described “Agentic Commerce” as the next evolution of digital shopping, where assistants influence discovery and purchasing. Criteo said it is developing an “Agentic Commerce recommendation service” for prospective partners including large language model (LLM) platforms and personal shopping agents. Komasinski said offline testing showed “an average uplift of 60%” in prioritizing products most li...
Investing.com -- Micron Technology (NASDAQ:MU) stock rose 5.5% Wednesday morning after the company’s CFO addressed concerns about its HBM4 (High Bandwidth Memory) product during a presentation at the Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York. The memory chipmaker’s shares gained ground after executives clarified what they described as "inaccurate reporting" regarding ...
Investing.com -- Micron Technology (NASDAQ:MU) stock rose 5.5% Wednesday morning after the company’s CFO addressed concerns about its HBM4 (High Bandwidth Memory) product during a presentation at the Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York. The memory chipmaker’s shares gained ground after executives clarified what they described as "inaccurate reporting" regarding the company’s HBM4 technology. According to the CFO’s statements, Micron is already in high volume production of HBM4 and has been shipping the product to customers. The company also revealed it is ramping up HBM4 shipments in the current quarter, one quarter ahead of its previous expectations. Executives emphasized that their HBM4 product delivers performance exceeding 11 gigabits per second, and expressed high confidence in the quality and reliability of the memory technology. Lynx Equity Strategies analyst KC Rajkumar commented on the clarification, suggesting it should "put to rest the noise that had been running around" regarding Micron’s HBM4 capabilities. The positive market reaction comes as high bandwidth memory has become increasingly important for AI applications, with demand for such advanced memory solutions growing among technology companies developing artificial intelligence hardware and infrastructure. Related articles Micron stock rises 5.5% after CFO clarifies HBM4 production status Goldman expects lower but still attractive stock market returns in 2026 Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
1202 Global units sold*, Ford vs BYD Ford has been overtaken in sales for the first time by Chinese carmaker BYD in a sign of the changes upending the automotive industry. The US motor giant’s sales fell by 2pc to just under 4.4 million last year. That compares to 4.6 million sold over the same period by BYD, which climbed to sixth in the rankings of global car manufacturers. Ford’s US sales rose ...
1202 Global units sold*, Ford vs BYD Ford has been overtaken in sales for the first time by Chinese carmaker BYD in a sign of the changes upending the automotive industry. The US motor giant’s sales fell by 2pc to just under 4.4 million last year. That compares to 4.6 million sold over the same period by BYD, which climbed to sixth in the rankings of global car manufacturers. Ford’s US sales rose but the carmaker has been losing ground in both Europe and China. The company is best-known for top-selling cars such as the Ford Fiesta and the Ford Focus, which remain among the most-driven vehicles on Britain’s roads. BYD overtaking Ford is a landmark moment due to the US giant’s historic role in shaping the industry, with founder Henry Ford’s Model T ushering in the modern era of car ownership in the early 20th century. American car giants and other Western carmakers face growing competition from the likes of BYD and other Chinese brands that are low-priced and increasingly high-tech. BYD’s most popular cars include its SEAL U DM-i and the Dolphin Surf electric city car, which sells for less than £19,000. Ford phased out the Fiesta during the pandemic and has since gravitated towards more expensive crossovers and SUVs, with its cheapest car, the Puma, starting at just over £26,000. However, the US company remains Britain’s third-biggest car brand with more than double the UK sales of BYD last year. It sold about 119,000 thousands cars in 2025, representing a market share of 5.9pc, according to the Society for Motor Manufacturers and Traders (SMMT). That was an increase of 8pc on the previous year. By comparison, BYD sold about 51,400 cars and took a market share of about 2.5pc – but its sales increased nearly sixfold. Difficult EV shift Ford and its Western rivals have struggled to adapt to the electric vehicle (EV) transition. The company announced a $19.5bn (£14bn) hit to its balance sheet in December to scale back EV production, blaming lacklustre consumer demand. Fe...
Big pharma and biotech take the earnings stage with reports from Eli Lilly and Novo Nordisk leading the lineup. Will they help the industry once again outperform AI champ Nvidia? In this podcast, Motley Fool analysts Karl Thiel, Tom King, and Tim Beyers discuss: Slow rolling chaos at the FDA and its effects on drug approvals. How to think about risk when investing in biotech. A review of results f...
Big pharma and biotech take the earnings stage with reports from Eli Lilly and Novo Nordisk leading the lineup. Will they help the industry once again outperform AI champ Nvidia? In this podcast, Motley Fool analysts Karl Thiel, Tom King, and Tim Beyers discuss: Slow rolling chaos at the FDA and its effects on drug approvals. How to think about risk when investing in biotech. A review of results from DNA researcher Twist Bioscience. Don't wait! Be sure to get to your favorite bookseller and pick up a copy of David's Gardner's new book, Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Feb. 02, 2026. Tim Beyers: Is Biotech getting unfairly ignored? You're listening. Motley Fool money. Welcome fools. I'm your host, Tim Beyers, and with me are two of my longtime Rule Breakers teammates, Karl Thiel and Tom King. Thanks for being here, guys. Karl Thiel: Yeah, it's great to be here. Tom King: Good to be here. Tim Beyers: We're going to preview some biotech earnings. We're also going to check in on one that reported this morning, and we're going to paint a picture of an industry that probably deserves a little bit more love, a little bit more attention. Get your coffee ready because it's biotech time. Let's talk about biotech approvals, Carl, and what's going on at the FDA, because it does seem as though things are a little bit, let's call it turbulent. Karl Thiel: Let me just paint a little quick background here which is that 2025 was an absolutely tremendous year for the industry. I don't know if many people realized this, but biotech as a whole, the XBI, for instance, outperformed NVIDIA in 2025. It was a very strong year after a very, very long, bleak period. I do think there's actually a lot of enthusiasm c...
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reaffirmed by stock analysts at UBS Group in a research note issued on Wednesday,MarketScreener reports. Get NVIDIA alerts: Sign Up Several other equities research analysts also recently issued reports on the stock. Citic Securities boosted their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the stock a "buy...
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reaffirmed by stock analysts at UBS Group in a research note issued on Wednesday,MarketScreener reports. Get NVIDIA alerts: Sign Up Several other equities research analysts also recently issued reports on the stock. Citic Securities boosted their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the stock a "buy" rating in a research note on Thursday, November 20th. DA Davidson reiterated a "buy" rating and set a $250.00 target price on shares of NVIDIA in a report on Thursday, November 20th. Melius Research increased their price objective on shares of NVIDIA from $300.00 to $320.00 and gave the company a "buy" rating in a research report on Thursday, November 20th. Truist Financial restated a "buy" rating and issued a $275.00 target price on shares of NVIDIA in a research note on Monday, December 29th. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $275.00 price objective (up previously from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Four investment analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus target price of $263.98. Read Our Latest Report on NVDA NVIDIA Trading Up 2.3% Shares of NVDA stock opened at $192.84 on Wednesday. NVIDIA has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The stock has a market cap of $4.69 trillion, a P/E ratio of 47.43, a P/E/G ratio of 0.58 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The business has a fifty day simple moving average of $184.43 and a 200-day simple moving average of $183.14. NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware...
Key Points Palantir's stock has been soaring in recent years to a valuation that simply looks unsustainable. Uber Technologies and Intuitive Surgical have some promising growth prospects and may possess more upside. I expect both of these stocks to become more valuable than Palantir within the next five years. 10 stocks we like better than Uber Technologies › Palantir Technologies(NASDAQ: PLTR) ha...
Key Points Palantir's stock has been soaring in recent years to a valuation that simply looks unsustainable. Uber Technologies and Intuitive Surgical have some promising growth prospects and may possess more upside. I expect both of these stocks to become more valuable than Palantir within the next five years. 10 stocks we like better than Uber Technologies › Palantir Technologies(NASDAQ: PLTR) has been an incredibly hot stock to own over the years. Since 2023, it has risen by more than 2,000%. That easily dwarfs the S&P 500's above-average gains of around 80% over that same time frame. The tech stock has generated incredible returns for its shareholders, thanks to soaring demand as a result of artificial intelligence (AI). But as hot as a buy it has been in the past few years, its valuation is excessive. At $340 billion in market cap, the stock trades at well over 200 times its trailing earnings. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » That's why, looking ahead to the next five years, I think it'll be due for a considerable decline in value. And two growth stocks that I predict will be much better buys and become more valuable than Palantir during that stretch are Uber Technologies (NYSE: UBER) and Intuitive Surgical (NASDAQ: ISRG) Uber Technologies Ridesharing company Uber has revolutionized travel for people all over the world. While it has already generated some incredible growth over the years, the great thing about Uber is that it still has plenty of markets it can enter to grow its operations even further. Plus, robotaxis are a huge opportunity for the business. Recently, it announced plans to deploy 1,200 robotaxis in the Middle East, in partnership with WeRide, a Chinese-based autonomous driving company. It has also partnered with Alphabet's Waymo to launch autonomous ride-hailing services in multiple U.S. markets. From $17 billi...
Image source: The Motley Fool. Wednesday, February 11, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Jeffrey W. Kip Chief Financial Officer — Andrew Russakoff Takeaways Proprietary revenue growth -- Proprietary revenue increased 17% in fiscal 2025 and 23% in fiscal Q4 (period ended Dec. 31, 2025), outperforming overall trends. -- Proprietary revenue increased 17% in fiscal 2025 ...
Image source: The Motley Fool. Wednesday, February 11, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Jeffrey W. Kip Chief Financial Officer — Andrew Russakoff Takeaways Proprietary revenue growth -- Proprietary revenue increased 17% in fiscal 2025 and 23% in fiscal Q4 (period ended Dec. 31, 2025), outperforming overall trends. -- Proprietary revenue increased 17% in fiscal 2025 and 23% in fiscal Q4 (period ended Dec. 31, 2025), outperforming overall trends. Network channel revenue decline -- The network channel saw approximately a 60% year-over-year decline, which management expects to stabilize at lower levels for fiscal 2026. -- The network channel saw approximately a 60% year-over-year decline, which management expects to stabilize at lower levels for fiscal 2026. Total revenue outlook -- Full-year revenue is guided to low single-digit percentage growth (1%-3%), with an expected flat to slightly down fiscal second quarter and mid-single-digit growth in the second half as network revenue stabilizes. -- Full-year revenue is guided to low single-digit percentage growth (1%-3%), with an expected flat to slightly down fiscal second quarter and mid-single-digit growth in the second half as network revenue stabilizes. Adjusted EBITDA guidance -- Adjusted EBITDA is anticipated to rise by $10 million to $15 million year over year, with guidance for $145 million to $150 million, excluding two $5 million high-confidence one-time items that may arise. -- Adjusted EBITDA is anticipated to rise by $10 million to $15 million year over year, with guidance for $145 million to $150 million, excluding two $5 million high-confidence one-time items that may arise. Capital expenditure reductions -- Capital expenditures have been cut in half over the last three years; fiscal 2025 CapEx was $60 million, and fiscal 2026 CapEx is projected at $55 million. -- Capital expenditures have been cut in half over the last three years; fiscal 2025 CapEx was $60 million, and fisc...