FICO press release ( FICO ): Q1 Non-GAAP EPS of $7.33 beats by $0.25 . Revenue of $511.9M (+16.3% Y/Y) beats by $9.97M . Outlook We reiterate the following guidance for fiscal 2026: Fiscal 2026 Guidance Revenues $2.35 billion GAAP Net Income $795 million GAAP EPS $33.47 Non-GAAP Net Income $907 million Non-GAAP EPS $38.17 Click to enlarge More on FICO FICO: Direct Licensing Will Drive Growth Fair Isaac (FICO): Is The Stock's Volatility A Buying Opportunity? | 2-Minute Analysis Fair Isaac Corporation Should Beat Guidance Easily; Stock Remains A Buy FICO Q1 2026 Earnings Preview Bill Pulte's move to lower credit score costs hasn't helped - report

ServiceNow Inc. gave a sales outlook in the current quarter that was stronger than expected, but failed to reduce investor anxieties that artificial intelligence will disrupt the software maker’s business. Subscription revenue in the period ending in March will be about $3.65 billion, the company said Wednesday in a statement . Analysts, on average, estimated $3.58 billion, according to data compiled by Bloomberg. Current remaining performance obligation, a measure of near-term bookings, is expected to expand almost 23% in the quarter, also faster than projected. “We had substantial growth in licensed users, workflows, and transactions on our platform,” Chief Executive Officer Bill McDermott said in the statement. Traditional leaders of the application software industry — such as ServiceNow, Salesforce Inc. , and Adobe Inc. — have faced steep skepticism from the market over the last year about their AI strategies. ServiceNow specializes in software that helps companies organize and automate their personnel and information technology operations. Like its peers, the company has worked to weave generative AI features through its tools and charge more for them. ServiceNow’s main generative AI product, Now Assist, surpassed $600 million in annual contract value at the end of December, a company spokesperson said. The shares declined about 3% in extended trading after closing at $129.62. ServiceNow has plunged 45% over the past 12 months through Wednesday’s close, a much steeper drop than many technology peers. The company lets customers use most of the major AI models with ServiceNow’s tools, and separately on Wednesday announced an expanded relationship with Anthropic PBC to provide greater access to that firm’s Claude model. Last week, ServiceNow unveiled a three-year deal forging greater ties with OpenAI. In the fourth quarter, subscription revenue increased 21% to $3.47 billion. Profit, excluding some items, was 92 cents per share in the period, which ended Dec. 31. ...

00:00 Speaker A Meta just now releasing its Q4 results. Joining me for the hour as we cover all of this. We've got Adam Johnson, Bullseye American Ingenuity Fund portfolio manager. Let's get right to these results. So Meta Q4 EPS, I see $8.88. I don't see a clean compare yet on the bottom line. But Q4 top line revenue, 59.89 billion. Consensus was 58.42 billion. Uh, I'm looking for ad revenue. There it is. Q4 ad revenue 58.14. The street was at 56.79. 00:36 Speaker A Turn to the forecast, the Q1 revenue, Meta is giving us a range here of between 53.5 billion to 56.5 billion. The street was at 51.27 billion. That CAPEX number, there it is. Uh, we're looking for 2026 CAPEX. Meta is giving us a range of between 115 to 135 billion. The street was closer to 110.6 billion. Just looking at the immediate reaction here, we're down nearly 3%. 01:03 Speaker A Now remember, heading into this print, the stock was basically flat over the last past 12 months. It was actually down about 10% since they reported earnings in October. Now Bulls will say, and by the way, there's plenty of them. More than 90% of analysts have a buy on this one. They'll talk about industry leading revenue growth, they'll talk about scale advantages, engagement, they will certainly talk about the attractive risk reward, but investors have had these questions about the company's big capital outlays, all the spending here on AI data centers, hiring the pricey AI talent, more questions about where the return is on all that. The initial reaction, we're we're lower here. 01:43 Speaker A I have just the man to talk to about this because Adam, 01:45 Adam Johnson Yeah. 01:46 Speaker A You own Meta. 01:46 Adam Johnson I do. 01:47 Speaker A Walk me through why you own it. What do you make of the print? 01:49 Adam Johnson Well, you have to own Meta. Meta is 01:51 Speaker A You have to own it. 01:51 Adam Johnson Yeah, you have to. 01:52 Speaker A Why? 01:53 Adam Johnson Well, you have to own all the core ingenuity com...

格隆汇1月29日｜维持不变，美联储如期暂停降息！市场揣测，在鲍威尔卸任前美联储都会按兵不动……一图读懂美联储2026年1月利率决议

Open this photo in gallery: Meta CEO Mark Zuckerberg during the company's Connect developer conference in Menlo Park, Calif., in September, 2025.Nic Coury/The Associated Press Meta META-Q on Wednesday boosted its capital spending plans for the new year by 73 per cent in the pursuit of “superintelligence,” an effort to offer deeply personalized artificial intelligence to its large social media user base. Meta shares jumped nearly 9 per cent in extended trading. The company also forecast first-quarter revenue above Wall Street expectations and beat profit and revenue estimates for its quarter ended Dec. 31. Meta expects its capital expenditure for 2026 to be between US$115-billion and US$135-billion, driven largely by infrastructure costs including payments made to third-party cloud providers, higher depreciation of its AI data-centre assets, and higher infrastructure operating expenses. This compares with expectations of a US$109.9-billion capex budget, according to Visible Alpha, and US$72.22-billion Meta spent last year. “This is going to be a big year for delivering personal superintelligence, accelerating our business infrastructure for the future and shaping how our company will work going forward,” CEO Mark Zuckerberg said on a conference call with analysts. Google to pay $135-million to settle class action over Android data transfers Meta forecast 2026 total expenses to be in the range of US$162-billion and US$169-billion, up from US$117.69-billion a year ago, driven by rising employee compensation as the company spends millions to hire top AI talent. For the first-quarter, Meta expects revenue between US$53.5-billion and US$56.5-billion, compared with analysts’ average estimate of US$51.41-billion, according to data compiled by LSEG. Meta is building several gigawatt-scale data centres across the United States, including one in rural Louisiana, a project U.S. President Donald Trump said would cost US$50-billion. It would be large enough to cover a significant...

More on Microsoft Microsoft: Cloud Adoption Remains As The Top Growth Catalyst (Earnings Preview) Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy Microsoft: The AI Reality Check Investors Can't Ignore Microsoft stumbles even as Q2 results top estimates Microsoft Non-GAAP EPS of $4.14 beats by $0.22, revenue of $81.3B beats by $1.02B

00:00 Josh Tesla's fourth quarter results, they're just crossing the wire. Let's get those numbers. Tesla Q4 just EPS, 50 cents. 00:06 Josh It looks like consensus was closer to 45 cents, so we get a beat there. Uh Q4 revenue clocking in at 24.90 billion, estimate was 25.11 billion. Uh Q4 gross margins, there it is, 20.1%, the estimate was 17.1%. 00:21 Josh Q4 free cash flow, 1.42 billion, the street was closer, 1.59 billion. 00:27 Josh Let's get your take on this, Adam, because this is another one you own and the stock's popping about 4%. 00:30 Adam Love it, as it should. Um, they beat estimates. Not that I actually care about how many cars they sold because I think 00:36 Josh Why don't you care? 00:36 Adam This is a robotics story, uh, Josh. Um, Tesla is already using 10,000 of its humanoid robots, which they call Optimus. You remember C-3PO in uh Star Wars, right? Oh Master Luke, right? 00:48 Adam Literally, the Optimus robot looks exactly like C-3PO, except that it's white instead of gold. And they've got 10,000 in the factories. They are going to be at a uh 1 million uh unit run rate probably two years from now. They're going to charge $50,000 per robot. They're going to make net 20,000 per robot. Well, just do the math. 1 million robots, $20,000 of profit per robot, that's 20 billion in profits, net income. In the the uh in uh 2022, the year they sold the most number of cars ever, the profit was 13 billion. Okay, so do the math. In two years, they're going to make 20 billion, plus the EVs. My point is, they'll make far more money selling these robots than they have ever sold on the EVs. That's why you own Tesla. 01:31 Josh I reached out to Cantor's Andre Shepard, who covers the name, likes Tesla. Humanoid robotics market. Here's what he's telling clients. Goes from nearly 3 billion in 2025 to 15 billion by 2030. That were that a 39% CAGR. We believe this is a material opportunity for Tesla over the long term. So on the call, let's say you could ask Musk about ...

格隆汇1月29日｜美股经纪商Robinhood计划向散户投资者寻求部分SpaceX的股票。该公司争取在SpaceX首次公开募股（IPO）中占据重要零售席位。

Century Communities press release ( CCS ): Q4 Non-GAAP EPS of $1.59 beats by $0.20 . Revenue of $1.2B (-7.7% Y/Y) beats by $150M . Full Year 2026 Outlook Scott Dixon, Chief Financial Officer of the Company, commented, "Assuming no significant changes to the current economic environment, we currently expect our full year 2026 new home deliveries to be in the range of 10,000 to 11,000 homes and our homes sales revenues to be in the range of $3.6 billion to $4.1 billion. Our current guidance reflects an increase in our average open communities in the mid-single digit percentage range and similar per community absorption levels as the back half of 2025." More on Century Communities Century Communities: The Pain Is Real, But The Long-Term Picture Is Worth It Century Communities Q4 2025 Earnings Preview Century Communities initiated with Buy-equivalent at Citizens Seeking Alpha’s Quant Rating on Century Communities Historical earnings data for Century Communities

Source: Bloomberg, 5:55

Julia Dorian/iStock Editorial via Getty Images Winter storm Fern dumped significant amounts of snow and brought far lower than average temperatures across the country over the weekend. The storm left at leas t ten dead in New York City and is expected to at least ding first quarter GDP growth. Ryan Maue -Meteorologist - 1/27/2026 Another huge weather system is right behind Fern and will affect most of the country this weekend. Miami is expected to see mid-30s as lows on Saturday and Sunday. Here in Delray Beach, one will have to be alert for frozen iguanas falling out of trees (yes, that does happen here). While most of the nation suffers through a huge economic disruption and freezing temperatures, the S&P 500 hit another all-time high on Tuesday. It occurs to me this divergence is the perfect analogy for two different U.S. economies being experienced right now. The one Wall Street sees, and the one most of Main Street is experiencing. The S&P 500 has enjoyed three straight years of at least 20% performance. Only the third time in its history, the index has done so. Meanwhile, consumer confidence levels just hit their lowest readings in a dozen years. Lower than even during COVID lockdowns . UofM, Standard & Poors, Bianco Research, Bloomberg The chart above perfectly captures the complete divergence from Wall Street and Main Street. While two thirds of Americans are living " paycheck to paycheck ," Wall Street will collect recor d bonuses from 2025. Torsten Slok - January 2026 Thanks largely to the accelerating globalization following China's entry into the World Trade Organization in 2001 as well as productivity improvements ushered in via the birth of the Internet, corporate margins have expanded significantly in the 21st Century. Eric Rosen Of course, higher corporate profits have largely at the expense of workers over the past 25 years. And this helps explains the increasing political tensions across the U.S., which has helped put a populist in the White House ...

Landstar System press release ( LSTR ): Q4 GAAP EPS of $0.70 misses by $0.29 . Revenue of $1.17B (-3.3% Y/Y) misses by $10M . More on Landstar System A Recession Exposes Landstar System To Additional Risks (Downgrade) Landstar System: The Recent Rally Is Justified, But It's Approaching My Target Landstar System Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Landstar System Historical earnings data for Landstar System

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And, sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI. (Source: Bloomberg)

Microsoft Tumbles After Top- & Bottom-Line Beats But CapEx Soars With all eyes firmly focused on CapEx numbers to keep the AI-expansion narrative alive, Microsoft beat expectations on top- and bottom-line, and operating income , but a bigger than expected CapEx. Microsoft posted adjusted earnings of $4.14 a share on revenue of $81.3 billion (better than expected earnings of $3.91 a share and revenue of $80.3 billion. Intelligent Cloud revenue $32.91 billion, estimate $32.39 billion Azure and other cloud services revenue Ex-FX +38%, estimate +38% Productivity and Business Processes revenue $34.12 billion, estimate $33.45 billion More Personal Computing revenue $14.25 billion, estimate $14.33 billion Operating income beat expectations at $38.28 billion (versus a consensus estimate of $36.55 billion) But Capital Expenditures were considerably higher than expected at $29.99 billion (versus consensus estimate of $23.78 billion). Capital expenditures including assets acquired under finance leases were $37.5 billion, up 66% to support customer demand for our cloud and Al offerings. Roughly two-thirds of capital expenditures were for short-lived assets, primarily GPUs and CPUs, which support Azure platform demand, growing first-party applications and Al solutions, accelerating research and development by our product teams, as well as continued replacement for end-of-life server and networking equipment. The remainder of capital expenditures were for long-lived assets which will support monetization over the next 15-year period and beyond. Finance leases, which are primarily for large datacenter sites, were $6.7B and are recognized at the time of lease commencement. Cash paid for property and equipment was $29.9 billion, up 89%, lower than capital expenditures primarily due to finance leases This also didn't help: *MICROSOFT CLOUD GROSS MARGIN PERCENTAGE FELL Y/Y TO 67% Additionally, following the renegotiation of their deal, Microsoft says net gains from OpenAI investments ...

Jian Fan/iStock via Getty Images My last look at Altimmune’s stock ( ALT ) was in September 2025. I was focused on its lead asset, pemvidutide, a GLP-1/glucagon agonist that the company is testing for MASH. The company had recently revealed Phase 2a data at 24 weeks. While pemvidutide hit on MASH resolution, it missed on its fibrosis endpoint and composite. So at this time, I was looking ahead to the 48-week MASH data that the company was expected to report in the fourth quarter. I thought that with more time, the drug would produce better results and could lift ALT higher in the near term. I also voiced concerns about pemvidutide’s long-term prospects in what is shaping up to be a crowded MASH market (WEGOVY was FDA-approved in MASH in August). So my final recommendation was a “cautious Hold.” Data by YCharts Since then, Altimmune has reported 48-week data and outlined its plans for Phase 3. Recent Developments In the absence of histology measures at 48 weeks, the focus was on non-invasive tests of fibrosis and liver health. Relative to placebo, pemvidutide generated statistically significant improvements in ELF, LSM, liver fat content mean percent reduction from baseline, and weight loss. Of course, the last one is a relevant/commercially differentiating measure in MASH, as many patients have concurrent obesity. There, high-dose pemvidutide saw 7.5% weight loss versus 0.2% in the placebo. When you compare these results to other weight loss drugs like Eli Lilly's ( LLY ) ZEPBOUND, pemvidutide's impact on weight appears materially weaker. This cuts both ways, though. On one end, you have a drug that appears inferior to higher-potency incretin regimens in weight loss. But that also means that if these results are replicated with histology, the drug is theoretically more "liver-directed," in that its effects are not solely mediated by maximum weight loss. So this could be beneficial for patients who cannot tolerate higher weight loss regimens. And fortunately for pemv...

00:00 Speaker A Stock down a swift 6% here. 00:01 Dan Yeah, that's right. We actually saw uh Microsoft beat on the top and bottom line, but the share uh the shares are falling and it's not exactly clear why at this point. They came close to what expectations were for the commercial cloud business as well as intelligent cloud. Uh we're just in line with expectations for more personal computing. That's where you have uh the Windows sales, things like that, search revenue. Uh but nothing was too far out of line. I it may have been that expectations were higher uh than what the street originally had and that because they just came too close to those, we're seeing this pullback in the price. We have to wait for the actual earnings call to get any kind of clear idea as to what CAPEX looks like uh and what capacity constraints are. Although they did say that their remaining performance obligations are above $600 billion. And that's basically contracts that Microsoft has that it hasn't been paid out for yet. And so that's revenue to be expected. A lot of that though coming from OpenAI. So, we have to see more what Satya Nadella says, what Amy Hood says uh on the earnings call in a little bit. 01:21 Speaker A All right, Dan, thank you. Appreciate that instant breakdown, my friend.

Tesla’s profit fell 46% in 2025 compared to the prior year, as CEO Elon Musk assumed a role in the Trump administration and federal electric vehicle subsidies were killed off by Congress, causing sales to plummet. The electric vehicle company reported Wednesday that it recorded just $3.8 billion in profit across the year, its lowest tally in years. Total revenue from car sales fell 11% year-over-year, too. Tesla already revealed that it shipped 1.63 million cars globally across 2025. That marks the second year in a row that its sales have declined, after Musk spent years promising average annual growth of 50%. The revenue and profit declines come as Tesla continues its attempt to lure investors’ attention away from its stalled-out automotive business. “2025 marked a critical year for Tesla as we further expanded our mission and continued our transition from a hardware-centric business to a physical AI company,” the company wrote in its shareholder letter. Tesla revealed in the letter that it recently invested $2 billion in Elon Musk’s artificial intelligence startup xAI, part of that company’s Series E funding round. The numbers weren’t all bad for Tesla, though. Revenue from its solar and energy storage businesses grew 25% compared to 2024, and services revenue (which includes payments for Full Self-Driving software, insurance, parts, and Supercharging) grew 18%. The company was even able to grow its gross margin compared to prior quarters. Long-awaited projects like the Tesla Semi (first revealed in 2017) and the Cybercab (which debuted in 2024, but has been teased for years) are supposed to enter production in the first half of this year, according to Tesla. This story is developing…

Tesla’s profit fell 46% in 2025 compared to the prior year, as CEO Elon Musk assumed a role in the Trump administration and federal electric vehicle subsidies were killed off by Congress, causing sales to plummet. The electric vehicle company reported Wednesday that it recorded just $3.8 billion in profit across the year, its lowest tally in years. Total revenue from car sales fell 11% year-over-year, too. Tesla already revealed that it shipped 1.63 million cars globally across 2025. That marks the second year in a row that its sales have declined, after Musk spent years promising average annual growth of 50%. The revenue and profit declines come as Tesla continues its attempt to lure investors’ attention away from its stalled-out automotive business. “2025 marked a critical year for Tesla as we further expanded our mission and continued our transition from a hardware-centric business to a physical AI company,” the company wrote in its shareholder letter. Tesla revealed in the letter that it recently invested $2 billion in Elon Musk’s artificial intelligence startup xAI, part of that company’s Series E funding round. The numbers weren’t all bad for Tesla, though. Revenue from its solar and energy storage businesses grew 25% compared to 2024, and services revenue (which includes payments for Full Self-Driving software, insurance, parts, and Supercharging) grew 18%. The company was even able to grow its gross margin compared to prior quarters. Long-awaited projects like the Tesla Semi (first revealed in 2017) and the Cybercab (which debuted in 2024, but has been teased for years) are supposed to enter production in the first half of this year, according to Tesla. This story is developing…

Microsoft beat estimates for its fiscal Q2, thanks to growth in its cloud computing and AI businesses. But Microsoft stock fell late.

Microsoft Beats December-Quarter Targets, But Stock Falls Late Investor's Business Daily

Riverview Bancorp ( RVSB ) on Wednesday said its board has approved a stock repurchase program allowing the company to buy back up to $4.0 million of its outstanding common shares. The repurchases may be made in the open market or through privately negotiated transactions and will run until the earlier of completion of the program or 12 months from its effective date, depending on market conditions. The company also authorized management to enter into a Rule 10b5-1 trading plan with Keefe, Bruyette & Woods to facilitate share repurchases. Riverview said there is no guarantee as to the number of shares that may ultimately be repurchased, and the program may be suspended or discontinued at any time. RVSB +0.19% after hours to $5.17. Source: Press Release More on Riverview Bancorp Seeking Alpha’s Quant Rating on Riverview Bancorp Historical earnings data for Riverview Bancorp Dividend scorecard for Riverview Bancorp Financial information for Riverview Bancorp

Limoneira Company ( LMNR ) announced that chief financial officer Mark Palamountain will step down and remain in an advisory role during the transition. Greg Hamm, currently vice president and corporate controller, will succeed Palamountain as CFO, with the effective date yet to be determined. Hamm has been with Limoneira since 2004 and was previously identified as part of the company’s formal CFO succession plan. Kelly Lindell will assume the role of corporate controller. More on Limoneira Company After Another Enormous Earnings Miss, Limoneira Tries To Spin Transition Away From Lemons Limoneira Company (LMNR) Q4 2025 Earnings Call Transcript Limoneira outlines $10M cost savings and targets 4M–4.5M fresh lemon cartons for FY26 amid business model transformation Limoneira Company GAAP EPS of -$0.49 misses by $0.38, revenue of $42.82M beats by $7.47M Seeking Alpha’s Quant Rating on Limoneira Company

JD.com delivers a broad range of consumer and enterprise products through a technology-driven, supply chain-focused business model in China. Cortland Associates disclosed in a January 28, 2026, SEC filing that it sold 373,236 shares of JD.com (JD 0.85%), an estimated $11.67 million transaction based on quarterly average pricing. What Happened According to a January 28, 2026, SEC filing, Cortland Associates sold 373,236 shares of JD.com during the fourth quarter, an estimated $11.67 million trade based on the period's average price. The value of the fund’s JD.com position declined by $14.03 million over the quarter, a figure that incorporates both the share sale and stock price changes. The fund now holds 155,104 shares, valued at $4.45 million. What Else to Know This was a sale, reducing JD.com’s weight to 0.56% of Cortland Associates’ U.S. equity assets under management. Top holdings after the filing: NASDAQ: GOOGL: $74.69 million (9.6% of AUM) NASDAQ: WTW: $61.40 million (7.9% of AUM) NYSE: V: $58.72 million (7.6% of AUM) NYSE: KD: $55.28 million (7.0% of AUM) NASDAQ: BKNG: $54.02 million (6.8% of AUM) As of January 27, 2026, shares of JD.com were priced at $29.50, down 24.7% over the past year and underperforming the S&P 500 by 40.76 percentage points. Company Overview Metric Value Revenue (TTM) $180.73 billion Net Income (TTM) $4.88 billion Dividend Yield 3.37% Price (as of market close January 27, 2026) $29.50 Company Snapshot Offers a wide range of products including computers, consumer electronics, home appliances, general merchandise, pharmaceuticals, and online marketplace services. Operates a supply chain-driven business model, generating revenue through direct online retail sales, third-party marketplace commissions, logistics, and technology-driven solutions. Serves consumers and businesses across China, targeting both individual shoppers and enterprise customers seeking integrated digital and logistics solutions. JD.com is a leading technology-driven e-...

Social network operator Meta Platforms (NASDAQ:META) reported Q4 CY2025 results beating Wall Street’s revenue expectations , with sales up 23.8% year on year to $59.89 billion. On top of that, next quarter’s revenue guidance ($55 billion at the midpoint) was surprisingly good and 7.1% above what analysts were expecting. Its GAAP profit of $8.88 per share was 8% above analysts’ consensus estimates. Is now the time to buy Meta? Find out in our full research report. Meta (META) Q4 CY2025 Highlights: Revenue: $59.89 billion vs analyst estimates of $58.45 billion (23.8% year-on-year growth, 2.5% beat) EPS (GAAP): $8.88 vs analyst estimates of $8.22 (8% beat) Adjusted EBITDA: $36.05 billion vs analyst estimates of $35.09 billion (60.2% margin, 2.7% beat) Revenue Guidance for Q1 CY2026 is $55 billion at the midpoint, above analyst estimates of $51.34 billion Operating Margin: 41.3%, down from 48.3% in the same quarter last year Free Cash Flow Margin: 23.5%, up from 20.7% in the previous quarter Daily Active People: 3.58 billion, up 230 million year on year (slight beat) Market Capitalization: $1.70 trillion "We had strong business performance in 2025," said Mark Zuckerberg, Meta founder and CEO. Company Overview Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ:META) operates a collection of the largest social networks in the world - Facebook, Instagram, WhatsApp, and Messenger, along with its metaverse focused Reality Labs. Revenue Growth A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Thankfully, Meta’s 19.9% annualized revenue growth over the last three years was impressive. Its growth surpassed the average consumer internet company and shows its offerings resonate with customers, a great starting point for our analysis. Meta Quarterly Revenue This quarter, Meta reported robust year-on-year revenue growth of 23.8%, and its $59.89 ...