J Studios/DigitalVision via Getty Images Thesis Over the past couple of month we've seen Ascendis Pharma ( ASND ) shares move higher due to some speculative takeover news. Back in January, shares saw a 7.5% jump after traders again circulated fresh takeover chatter tied to a Betaville uncooked alert. They suggested that a Switzerland-based pharmaceutical company and another European firm were weig...
J Studios/DigitalVision via Getty Images Thesis Over the past couple of month we've seen Ascendis Pharma ( ASND ) shares move higher due to some speculative takeover news. Back in January, shares saw a 7.5% jump after traders again circulated fresh takeover chatter tied to a Betaville uncooked alert. They suggested that a Switzerland-based pharmaceutical company and another European firm were weighing up a potential bid for the company. If you remember, this followed a very similar speculation back in December, when Betaville first flagged that Ascendis may have drawn some kind of acquisition interest. The result has been some short-lived rallies in the stock price, but overall, no such takeover has happened. In fact, when I last covered the stock back in December, I gave my take on who would be most interested in acquiring the company should we see a takeover. Since then, the stock price has remained relatively flat in both instances; the reports were based on market rumour. So whilst I don't rule out the possibility of a takeover sometime in 2026, I think investors should be cautious of buying solely on that speculation. We should rather evaluate Ascendis based on their latest earnings, which actually show much improved growth, especially from Yorvipath, which now seems to lead the way in terms of revenue. As for earnings, Ascendis showed us a pretty strong beat for the quarter, posting a GAAP EPS figure of -€0.55, which exceeded consensus expectations by a rather wide margin of €4.67. End of year results Ascendis has just announced 4Q25 and FY25 results , and even though I feel the numbers show us a changing point, the stock had a very minimal reaction. Again, the company's financial profile is driven overwhelmingly by the commercial ramp-up of Yorvipath. Total 4Q25 revenue hit €248 million, up about 43% year over year, whilst FY25 revenue more than doubled to €720 million from the €364 million we saw in 2024. Importantly, however, this growth is now fundamentall...
Nova Measuring Instruments press release ( NVMI ): Q4 Non-GAAP EPS of $2.14 beats by $0.02 . Revenue of $222.6M (+14.3% Y/Y) beats by $1.77M . 2026 First Quarter Financial Outlook Management provided an outlook for the first quarter, the period ending March 31, 2026. Based on current estimates, management expects: • $222 million to $232 million in revenue vs $ 223.55M consensus Click to enlarge • ...
Nova Measuring Instruments press release ( NVMI ): Q4 Non-GAAP EPS of $2.14 beats by $0.02 . Revenue of $222.6M (+14.3% Y/Y) beats by $1.77M . 2026 First Quarter Financial Outlook Management provided an outlook for the first quarter, the period ending March 31, 2026. Based on current estimates, management expects: • $222 million to $232 million in revenue vs $ 223.55M consensus Click to enlarge • $1.90 to $2.02 in diluted GAAP EPS Click to enlarge • $2.13 to $2.25 in diluted non-GAAP EPS vs $9.72 consensus Click to enlarge More on Nova Measuring Instruments Nova Ltd.: Agnostic AI Winner; Future Cash Cow Nova: A Strong Year, But Concerns Rise As Growth Slows Nova Measuring Instruments Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Nova Measuring Instruments Historical earnings data for Nova Measuring Instruments
(RTTNews) - Restaurant Brands International Inc. (QSR.TO) will host a conference call at 8.30 AM ET on February 12, 2026, to discuss Q4 25 earnings results.
(RTTNews) - Restaurant Brands International Inc. (QSR.TO) will host a conference call at 8.30 AM ET on February 12, 2026, to discuss Q4 25 earnings results.
Gates Industrial press release ( GTES ): Q4 Non-GAAP EPS of $0.38 beats by $0.01 . Revenue of $856.2M (+3.2% Y/Y) beats by $2.85M . The Company is introducing full year financial guidance for 2026. Specifically, the company anticipates the following: Core sales growth in the range of 1% to 4% year-over-year Adjusted EBITDA of $775 million to $835 million Adjusted Earnings Per Share of $1.52 to $1....
Gates Industrial press release ( GTES ): Q4 Non-GAAP EPS of $0.38 beats by $0.01 . Revenue of $856.2M (+3.2% Y/Y) beats by $2.85M . The Company is introducing full year financial guidance for 2026. Specifically, the company anticipates the following: Core sales growth in the range of 1% to 4% year-over-year Adjusted EBITDA of $775 million to $835 million Adjusted Earnings Per Share of $1.52 to $1.68 vs $1.58 consensus Capital Expenditures of approximately $120 million Free Cash Flow conversion exceeding 90% Shares +5.6% PM. More on Gates Industrial Gates Industrial Corporation plc (GTES) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Gates Industrial: Structural Growth Underway, Yet The Stock Still Feels Cyclical Gates Industrial Corporation plc (GTES) Presents at Baird 55th Annual Global Industrial Conference - Slideshow Seeking Alpha’s Quant Rating on Gates Industrial Historical earnings data for Gates Industrial
CK Hutchison Holdings Ltd. has warned A.P. Moller-Maersk A/S of legal action should the Nordic company’s terminal unit try to take over operations at two ports near Panama’s strategic canal. The warning came after the authorities of the Central American nation invalidated CK Hutchison’s contract to operate the Balboa and Cristobal ports, seeking Maersk’s APM Terminals to run them in a transition p...
CK Hutchison Holdings Ltd. has warned A.P. Moller-Maersk A/S of legal action should the Nordic company’s terminal unit try to take over operations at two ports near Panama’s strategic canal. The warning came after the authorities of the Central American nation invalidated CK Hutchison’s contract to operate the Balboa and Cristobal ports, seeking Maersk’s APM Terminals to run them in a transition phase. “CK Hutchison has notified Maersk that any assumption by APM Terminals of operations of the two terminals without the agreement of CK Hutchison will cause damages” to the group and “will result in recourse against APMT,” the Hong Kong-based firm said in a statement Thursday. Read more: Panama Strikes Down CK Hutchison Port Contract in Blow to China CK Hutchison also said it has notified Panama of a dispute to safeguard its rights and interests in an investment protection treaty, inviting consultations to resolve it. The company said last week it is seeking “extensive damages” through arbitration against Panama’s decision. Read more: CK Hutchison Seeks Damages Via Arbitration on Panama Ports Panama’s top court ruled in late January that the contract granted to Hong Kong tycoon Li Ka-shing ’s CK Hutchison to operate the two ports was unconstitutional. Disputes over the Balboa and Cristobal ports in Panama have injected fresh uncertainty to CK Hutchison’s plan to sell 43 global facilities. The deal has become a proxy of US-China rivalry, making it one of the company’s most geopolitically complex yet. The ruling has handed a political win to President Donald Trump ’s push to curb China’s influence over strategic infrastructure in Latin America, including the canal. But Beijing has expressed strong displeasure, warning of “serious political and economic consequences.” The conglomerate said it remains fully committed to ensuring its local unit, Panama Ports Co., takes all steps reasonably available to protect its employees and avoid disruptions to port operations, according...
Tom Werner/DigitalVision via Getty Images The employment situation for U.S. teens was little changed in January 2026. Overall, the seasonally adjusted employment of Americans Age 16-19 came in at 5,448,000, which is 38,000 lower than the previous month's figure. The employed-to-population ratio for this demographic correspondingly dipped from 30.8% to 30.6% in January 2026. Dividing the employment...
Tom Werner/DigitalVision via Getty Images The employment situation for U.S. teens was little changed in January 2026. Overall, the seasonally adjusted employment of Americans Age 16-19 came in at 5,448,000, which is 38,000 lower than the previous month's figure. The employed-to-population ratio for this demographic correspondingly dipped from 30.8% to 30.6% in January 2026. Dividing the employment data up between younger teens (Age 16-17) and older teens (Age 18-19) reveals a mixed outcome. Younger teens saw their numbers among the employed increase by 35,000 to a seasonally adjusted 1,973,000, representing 20.9% of the Age 16-17 population. Older teens, meanwhile, saw their employment numbers drop by 69,000 to 3,478,000 in January 2026, falling from 42.9% to 41.6% of the nation's population of 18 and 19-year olds. The following pair of charts presents the latest data for teen employment in the U.S., covering the period from January 2021 through January 2026. For the entire Age 16 and older population, the number of people counted as being employed rose from a seasonally adjusted 163,992,000 in December 2025 to 164,520,000 in January 2026. Working teens make up about 3.3% of the total number of employed people in the United States. References U.S. Bureau of Labor Statistics. Labor Force Statistics (Current Population Survey - CPS). [ Online Database ]. Accessed: 11 February 2026. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
TELUS ( TU ) has announced that Darren Entwistle, the company's president and chief executive officer, will retire on June 30, 2026, after a 26-year tenure. Following a comprehensive succession planning process, the board of directors has appointed Victor Dodig as the next president and CEO, effective July 1, 2026. Dodig, who has served on the TELUS board as an independent director since May 2022,...
TELUS ( TU ) has announced that Darren Entwistle, the company's president and chief executive officer, will retire on June 30, 2026, after a 26-year tenure. Following a comprehensive succession planning process, the board of directors has appointed Victor Dodig as the next president and CEO, effective July 1, 2026. Dodig, who has served on the TELUS board as an independent director since May 2022, becomes CEO designate effective immediately and will join the TELUS leadership team full time on May 1, 2026 to enable a seamless transition. In conjunction with his retirement as CEO, Entwistle will step down from the TELUS board on June 30, 2026. He will act as an advisor to Dodig until April 30, 2027 to support the transition. TU shares fell -1.7% premarket. More on TELUS Corporation 44th Annual J.P. Morgan Healthcare Conference TELUS Corporation (T:CA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Under Pressure, Telus Backtracks On Its Dividend Growth Plan TELUS gets TSX approval for C$500M share buyback TELUS announces pricing of US$1.5B and CAD$800M junior subordinated notes offerings
Royal Festival Hall, London George Benjamin conducted this meticulously programmed and beautifully executed concert of his own Palimpsests alongside music by Scriabin, Stravinsky and Ravel Shimmering colours, translucent textures and illuminating shafts of light were the order of the day as the London Philharmonic’s composer-in-residence George Benjamin donned his conductor’s hat, bringing his tra...
Royal Festival Hall, London George Benjamin conducted this meticulously programmed and beautifully executed concert of his own Palimpsests alongside music by Scriabin, Stravinsky and Ravel Shimmering colours, translucent textures and illuminating shafts of light were the order of the day as the London Philharmonic’s composer-in-residence George Benjamin donned his conductor’s hat, bringing his trademark rigour and precision to a meticulously programmed concert of Scriabin, Stravinsky, Ravel and Benjamin himself. Sensuality ruled in Scriabin’s The Poem of Ecstasy, a single-movement symphonic ode to joy. Languorous strings and woodwind indulged in voluptuous foreplay, spurred on by priapic brass, only to fall back repeatedly as if momentarily sated. Benjamin exerted an impressive control over his vast forces – nine horns, no less – refining the composer’s unrestrained textures before ramping up the adrenaline for a climactic explosion of hedonistic pleasure. Continue reading...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Iron Mountain Iron Mountain: Shares Need To Fall Further Before This Prospect Makes Sense Again Iron Mountain: Strong Core Operations And Fresh Value Iron Mountain: Discounted Valuations, Richer Yields, & Resilient AI/Legacy Business Monetization Iron Mountain Q4 earnings beat, w...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Iron Mountain Iron Mountain: Shares Need To Fall Further Before This Prospect Makes Sense Again Iron Mountain: Strong Core Operations And Fresh Value Iron Mountain: Discounted Valuations, Richer Yields, & Resilient AI/Legacy Business Monetization Iron Mountain Q4 earnings beat, with growth businesses setting stage for strong 2026 Iron Mountain FFO of $1.01 beats by $0.03, revenue of $1.84B beats by $40M
Artistic Operations/iStock Editorial via Getty Images Investment Thesis For quite a long time, General Motors Company ( GM ) has been dismissed as a Legacy business. Well, not anymore. At least, it's not the company that many of us knew of before. It has changed drastically. And I say this because GM is just not a carmaker. And this is because it has built an ecosystem of services and tech for its...
Artistic Operations/iStock Editorial via Getty Images Investment Thesis For quite a long time, General Motors Company ( GM ) has been dismissed as a Legacy business. Well, not anymore. At least, it's not the company that many of us knew of before. It has changed drastically. And I say this because GM is just not a carmaker. And this is because it has built an ecosystem of services and tech for itself. It is a well-diversified company that I believe warrants a Strong Buy rating. And in my view, GM is materially undervalued relative to its earnings power and growth outlook, as I will demonstrate in the valuation section. The company's North American business just hit its highest market share in a decade, as reported in Q4 2025 earnings . And management is focused on profitability even in the face of EV industry noise. GM has aggressively restructured its electric vehicle strategy in order to curb losses and match production to demand. All this while doubling down on its profitable truck and SUV franchises. First and foremost, I am rating GM a Strong Buy because of its powerful combination of improving fundamentals and bargain valuation. In my view, this is simply a great business with a cheap stock. GM generated $185Bn in revenue in 2025 and $10.6Bn in automotive FCFs. Yet it trades at a single-digit earnings multiple. I believe there are few companies of this scale that produce over $10Bn in FCFs annually with a FWD P/E around 6x. In my opinion, the market is underestimating GM's resilience and strategic pivot. My thesis here is that GM's boring image belies an ongoing transformation into a leaner, tech-enabled cash engine, as noted by the CFO, Paul Jacobson: "...self-imposed cyclicality out of the business..." This is done by running with tighter inventory and more disciplined incentives. This new operational discipline showed in the Q4 2025 earnings results and sets the foundation for continued momentum. At the end of the day, GM's value lies in its ability to gene...
Nuveen is buying Schroders in a £9.9 billion deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. Schroders CEO Richard Oldfield told Bloomberg that he will stay on as chief executive of the firm and that the transaction can help Schroders scale. The move ends more than two centuries of independence for the UK’s largest standalone asset manager. Scho...
Nuveen is buying Schroders in a £9.9 billion deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. Schroders CEO Richard Oldfield told Bloomberg that he will stay on as chief executive of the firm and that the transaction can help Schroders scale. The move ends more than two centuries of independence for the UK’s largest standalone asset manager. Schorders jumped as much as 30% at the open. Elsewhere, EssilorLuxottica and Hermès were among the European companies rising after posting strong sales. While Siemens said they expect the boom in artificial intelligence for industry and to keep fueling its business. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
Beijing has issued a central directive to dismantle the administrative walls dividing China’s electricity sector, signalling a decisive shift towards a unified national power market designed to support the country’s energy security and green transition. A decade into its power-sector overhaul, China is doubling down on market unity during the just-started 15th five-year planning period. These stru...
Beijing has issued a central directive to dismantle the administrative walls dividing China’s electricity sector, signalling a decisive shift towards a unified national power market designed to support the country’s energy security and green transition. A decade into its power-sector overhaul, China is doubling down on market unity during the just-started 15th five-year planning period. These structural shifts are widely seen as indispensable to the nation’s 2030 carbon-peak target, as the...
If Tottenham are waiting for Pochettino part two, then season three of Postecoglou might bring the right survival vibes It’s panic time at the bottom of the Premier League, and if the past couple of days are anything to go by, probably don’t go following Ange Postecoglou into a job any time soon. Others who’ve followed it more closely can do Nottingham Forest and their 4 (four) managers . This is ...
If Tottenham are waiting for Pochettino part two, then season three of Postecoglou might bring the right survival vibes It’s panic time at the bottom of the Premier League, and if the past couple of days are anything to go by, probably don’t go following Ange Postecoglou into a job any time soon. Others who’ve followed it more closely can do Nottingham Forest and their 4 (four) managers . This is a piece about Tottenham Hotspur, or as I like to call them, my big team who win things. November 2023 feels like a lifetime ago. Spurs were top of the league. Angeball was at its peak. Dynamic free-flowing football – they were 1-0 up against Chelsea thanks to Dejan Kulusevski (injured). It’s the 14th minute, Spurs neatly play themselves out from back down the right, it breaks to Pape Sarr who rolls the ball to Destiny Udogie (injured), and Brennan Johnson (Crystal Palace) steams down the left. He plays a perfect first-time ball with his left foot into the path of Son Heung-min (LAFC), who rolls it home. Tottenham are 2-0 up against a team they lose to at least twice a season. Continue reading...
The perpetual question of “who governs” finds stark expression in today’s US-China rivalry. As the two powers compete, the contrast between governance-by-technocrats in China and the predominance of lawyers in the United States is shaping each country’s respective development path. China is set to approve its 15th five-year plan, which will set development goals and strategies through 2030. It pri...
The perpetual question of “who governs” finds stark expression in today’s US-China rivalry. As the two powers compete, the contrast between governance-by-technocrats in China and the predominance of lawyers in the United States is shaping each country’s respective development path. China is set to approve its 15th five-year plan, which will set development goals and strategies through 2030. It prioritises critical technological breakthroughs and industrial integration. Meanwhile, in the Trump...
Robert Way/iStock Editorial via Getty Images In the world of dividend growth investing, it can be easy to get tunnel vision. Many focus on the established dividend stars of the present - the companies with decades of dividend growth to their credit. However, this narrow focus can cause one to miss out on the great dividend growth stories of tomorrow. This brings me to my topic of today, which is M...
Robert Way/iStock Editorial via Getty Images In the world of dividend growth investing, it can be easy to get tunnel vision. Many focus on the established dividend stars of the present - the companies with decades of dividend growth to their credit. However, this narrow focus can cause one to miss out on the great dividend growth stories of tomorrow. This brings me to my topic of today, which is Meta Platforms ( META ). When I last covered it with a "Buy" rating in March , its phenomenal growth prospects were a major positive. The company's AA-rated balance sheet was another selling point. Closing the deal on my buy case was the fact that shares looked to be a solid value. Eleven months later, my original investment thesis that Meta will be a standout in the dividend growth universe hasn't changed. Accordingly, I'm reaffirming my "Buy" rating. Meta is undoubtedly leaning heavily into capex investments in 2026, ramping up spending to a forecast of between $115 billion and $135 billion. There are perfectly valid reasons for the company to do so, though. These include ad efficiency gains, improved engagement, and an uptick in engineer output in 2025. Even with this spending plan, Meta has plenty of breathing room to maintain its AA- S&P credit rating with a stable outlook. Shares are also incrementally more undervalued now than they were last March. Meta Proved Itself Again to Close Out 2025 Meta Q4 2025 Earnings Presentation On Jan. 28, Meta released its earnings report for the fourth quarter ended Dec. 31, 2025. The company's total revenue climbed 23.8% higher year-over-year to $59.9 billion during the quarter. That exceeded the Seeking Alpha analyst consensus in the quarter by $1.4 billion . What factors played into Meta's spectacular topline growth to conclude 2025? Just like past articles, the answer is a combination of investments producing results and the network effect. Meta's Family of Apps now reaches nearly 3.6 billion daily active people, which is up about ...
TROY, Mich., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Kelly (Nasdaq: KELYA, KELYB), a leading specialty talent solutions provider, today announced fourth-quarter and full-year 2025 earnings.
TROY, Mich., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Kelly (Nasdaq: KELYA, KELYB), a leading specialty talent solutions provider, today announced fourth-quarter and full-year 2025 earnings.