Key Points Goldman Sachs cut its price target on Oklo stock today. The analyst appears worried about the rising cost of uranium. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock tumbled 13% through 3:40 p.m. ET Wednesday after investment bank Goldman Sachs cut its price target on the nuclear stock by 14%, to $91 per share -- and maintained only a neutral rating on the shares. Where to ...
Key Points Goldman Sachs cut its price target on Oklo stock today. The analyst appears worried about the rising cost of uranium. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock tumbled 13% through 3:40 p.m. ET Wednesday after investment bank Goldman Sachs cut its price target on the nuclear stock by 14%, to $91 per share -- and maintained only a neutral rating on the shares. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What Goldman Sachs said about Oklo That's somewhat strange. After all, with Oklo currently trading near $68 a share, a move to $91 would imply a 34% profit over the next 12 months. You'd think the potential for that kind of profit would have Goldman Sachs standing firmly in the "buy" camp on Oklo. But it's not. Goldman is hedging its bets instead. Why might that be? What little we know about the logic behind Goldman's shift on price target isn't much help. According to TheFly.com, "recent developments across North America, Europe, and Asia" show increasing global interest in nuclear power. As demand grows, though, Goldman's also seeing a "strong start-of-year rally in uranium spot prices." This doesn't directly state bad news for Oklo, but it does at least hint at why Goldman might be getting less enthusiastic about the stock: If atomic fuel costs rise, nuclear power may become less economical, and demand for Oklo's small modular nuclear power plants could recede. Is Oklo stock a buy? Now for the good (and also bad) news. Oklo's not even expected to begin generating revenue until sometime next year. Profits aren't likely to start before 2030 at the earliest. A lot can change between now and then -- the price of uranium included. That said, if uranium prices are rising already today, long before any of Oklo's reactors are even operational, this could diminish enthusiasm for the company's product. Profits expected to come in 2030... might take even lon...
Rexford Industrial Realty press release ( REXR ): Q4 FFO of $0.59 in-line. Revenue of $248.1M (+2.1% Y/Y) in-line. Guidance The Company is initiating its full year 2026 guidance as indicated below. Please refer to the Company's supplemental information package for a complete detail of guidance and the 2026 Guidance Rollforward. 2026 Outlook Low High Earnings Net Income Attributable to Common Stock...
Rexford Industrial Realty press release ( REXR ): Q4 FFO of $0.59 in-line. Revenue of $248.1M (+2.1% Y/Y) in-line. Guidance The Company is initiating its full year 2026 guidance as indicated below. Please refer to the Company's supplemental information package for a complete detail of guidance and the 2026 Guidance Rollforward. 2026 Outlook Low High Earnings Net Income Attributable to Common Stockholders per diluted share (1) $1.15 $1.20 Company share of Core FFO per diluted share (1) $2.35 $2.40 Same Property Portfolio (2) Same Property Portfolio NOI Growth - Net Effective (2.5) % (1.5) % Same Property Portfolio NOI Growth - Cash (2.0) % (1.0) % Average Same Property Portfolio Occupancy (Full Year) 94.8 % 95.3 % Capital Allocation Dispositions $400M $500M Repositioning/Development Annualized Stabilized Cash NOI (3) $19M $21M Repositioning/Development Starts 1.1M 1.1M Repositioning/Development Starts (Total Estimated Project Costs) $130M $140M Other Assumptions General and Administrative Expenses +/- $60M Interest Expense +/- $112M Click to enlarge More on Rexford Industrial Realty Three Ways To Play The Rexford Recovery Rexford Industrial Realty: We Sold The Common Stock, Bought Preferreds At 6.6% Current Yield Rexford Industrial Realty: A Growing 4% Yield For Lifelong Income Rexford Industrial Realty Q4 2025 Earnings Preview Rexford Industrial implements CEO succession plan
Getty Images The last few years now have been very difficult for shareholders of PAMT CORP ( PAMT ). Once known as P.A.M. Transportation Services, the company has undergone some changes in recent years. But unfortunately, that has not been enough to prevent revenue, profits, and cash flows from all deteriorating. With that has come a big plunge in share price. In fact, since I last rated it a ‘buy...
Getty Images The last few years now have been very difficult for shareholders of PAMT CORP ( PAMT ). Once known as P.A.M. Transportation Services, the company has undergone some changes in recent years. But unfortunately, that has not been enough to prevent revenue, profits, and cash flows from all deteriorating. With that has come a big plunge in share price. In fact, since I last rated it a ‘buy’ in June of 2023, the stock has plummeted 57.9%. This is at a time when the S&P 500 is up a solid 60%. This return disparity is disappointing to say the least. And while I do believe the market is often wrong, I don't see that being the case here. Market conditions are challenging for the logistics sector. And I fully expect additional pain moving forward, especially if I am correct about the US economy heading into a recession. Because of this, I believe that the company is long overdue for a rare double downgrade all the way to a ‘sell.’ I don’t like this ride Bureau of Transportation Statistics Whenever I spend a long window of time away from analyzing a particular company, I'd like to revisit it and look at its core operations before diving into the fundamentals. At its core, PAMT CORP operates as a provider of truckload services and brokerage and logistics services. Using its own trucks, long-term contractors, and single-trip contractors, the company transports loads of freight for customers. Although this data is a bit old, according to the Bureau of Transportation Statistics, the freight industry is massive. In 2023, the US transportation system moved about 55.5 million tons of freight each and every day. That's worth about $51.2 billion daily. It translates to about 20.2 billion tons, or $18.7 trillion, every year. Bureau of Transportation Statistics In 2024, about 12.87 billion tons, or 64.3%, of all that was transported in the US was done so by truck. And what's really exciting for those banking on this industry in the long run is that this space should see conti...
LifeVantage ( Nasdaq: LFVN ) on Wednesday said that President and Chief Executive Officer Steve Fife plans to retire in April after nine years with the company. Fife will remain in his role during the transition period to ensure business continuity. The company said its board has begun an executive search and expects to name a new CEO in the coming months. Fife is also a member of LifeVantage’s bo...
LifeVantage ( Nasdaq: LFVN ) on Wednesday said that President and Chief Executive Officer Steve Fife plans to retire in April after nine years with the company. Fife will remain in his role during the transition period to ensure business continuity. The company said its board has begun an executive search and expects to name a new CEO in the coming months. Fife is also a member of LifeVantage’s board of directors. LFVN -32.25% after hours to $3.76. Source: Press Release More on LifeVantage LifeVantage Corporation (LFVN) Discusses Recovery From Inventory Stockouts and Impact of LoveBiome Acquisition Transcript LifeVantage Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on LifeVantage Historical earnings data for LifeVantage Dividend scorecard for LifeVantage
Key Points Bought 163,615 shares; estimated transaction value of $12.6 million based on quarterly average price. Quarter-end position value increased by $12.6 million, reflecting the full valuation shift including price moves. Position change represented a 1.4% increase relative to 13F reportable assets under management (AUM). Post-trade holding: 163,615 shares, valued at $12.6 million. New stake ...
Key Points Bought 163,615 shares; estimated transaction value of $12.6 million based on quarterly average price. Quarter-end position value increased by $12.6 million, reflecting the full valuation shift including price moves. Position change represented a 1.4% increase relative to 13F reportable assets under management (AUM). Post-trade holding: 163,615 shares, valued at $12.6 million. New stake places the Vanguard Long-Term Corporate Bond ETF (VCLT) outside Destiny Wealth Partners’ top five positions by reported value. 10 stocks we like better than Vanguard Long-Term Corporate Bond ETF › On Feb. 2, 2026, Destiny Wealth Partners, LLC disclosed a new position in Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (VCLT), acquiring 163,615 shares in an estimated $12.57 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated Feb. 2, 2026, Destiny Wealth Partners, LLC established a new position in Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (VCLT), acquiring 163,615 shares. The estimated transaction value was $12.57 million, calculated using the quarterly-average-price methodology. The new stake resulted in a quarter-end position value of $12.57 million, which reflects both purchase activity and price changes during the period. What else to know The VCLT position is new and represents 1.4% of Destiny Wealth Partners’ $871 million in reportable U.S. equity assets as of Dec. 31, 2025. Top five holdings after the filing: NYSEMKT:VUG: $43.5 million (5.0% of AUM) NYSEMKT:JCPB: $40.7 million (4.7% of AUM) NYSEMKT:DFLV: $36.9 million (4.2% of AUM) NYSEMKT:JAAA: $35.9 million (4.1% of AUM) NASDAQ:GOOGL: $28.7 million (3.3% of AUM) As of Feb. 2, 2026, VCLT shares were priced at $75.80, up 7.2% over the past year but trailing the S&P 500 by 9.83 percentage points. The fund’s annualized dividend yield stood at 5.52% as of Feb. 3, 2026; shares were priced 4.39% below...
Increased Net Sales 4.6% to $318.2 Million Reported Net Income per Diluted Share of $0.27 Achieved Adjusted Net Income per Diluted Share of $0.29 Raises Annual Guidance for Fiscal 2026 Net Sales and Adjusted EBITDA ATLANTA, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA), a leading manufacturer and marketer of products and solutions used in the transmission, distribution...
Increased Net Sales 4.6% to $318.2 Million Reported Net Income per Diluted Share of $0.27 Achieved Adjusted Net Income per Diluted Share of $0.29 Raises Annual Guidance for Fiscal 2026 Net Sales and Adjusted EBITDA ATLANTA, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA), a leading manufacturer and marketer of products and solutions used in the transmission, distribution and measurement of water in North America, announced financial results for its fiscal 2026 first quarter ended December 31, 2025. In the first quarter of 2026, the Company: Increased net sales 4.6% to $318.2 million as compared with $304.3 million in the prior year quarter Reported operating income of $56.7 million as compared with $47.4 million in the prior year quarter, and increased adjusted operating income 14.5% to $60.0 million as compared with $52.4 million in the prior year quarter Reported operating margin of 17.8% as compared with 15.6% in the prior year quarter, and expanded adjusted operating margin to 18.9% as compared with 17.2% in the prior year quarter Reported net income of $43.2 million as compared with $35.3 million in the prior year quarter, with net income margin of 13.6% as compared with 11.6% in the prior year quarter, and increased adjusted net income 16.8% to $45.8 million as compared with $39.2 million in the prior year quarter Reported net income per diluted share of $0.27 as compared with $0.22 in the prior year quarter, and increased adjusted net income per diluted share 16.0% to $0.29 as compared with $0.25 in the prior year quarter Increased adjusted EBITDA 13.5% to $72.1 million as compared with $63.5 million in the prior year quarter, and expanded adjusted EBITDA margin to 22.7% as compared with 20.9% in the prior year quarter Reported net cash provided by operating activities for the three-month period of $61.2 million as compared with $54.1 million in the prior year period Generated free cash flow for the three-month period of $44.0 milli...
New York, February 4, 2026, 16:14 (EST) — After-hours Broadcom shares dropped roughly 3.8% on Wednesday, dragged down by a steep tech sell-off. The chipmaker will release its fiscal first-quarter results after the market closes on March 4. A new enterprise Wi‑Fi 8 product dropped a day ahead of schedule, yet jitters over the wider “AI trade” took center stage. Shares of Broadcom (AVGO.O) dropped 3...
New York, February 4, 2026, 16:14 (EST) — After-hours Broadcom shares dropped roughly 3.8% on Wednesday, dragged down by a steep tech sell-off. The chipmaker will release its fiscal first-quarter results after the market closes on March 4. A new enterprise Wi‑Fi 8 product dropped a day ahead of schedule, yet jitters over the wider “AI trade” took center stage. Shares of Broadcom (AVGO.O) dropped 3.8% on Wednesday, slipping to $308.28 amid a broader tech and AI-related selloff that’s now stretched over two sessions. This move is significant since Broadcom plays a central role in the AI buildout, selling networking gear and custom chips for data centers. It also owns a major infrastructure software unit via VMware. When investors pull back, Broadcom often feels the impact on both fronts. Wednesday’s theme was clear: de-risking. U.S. stocks closed down as investors grew wary of lofty valuations and whether the AI-driven rally is outpacing near-term earnings. AMD plunged after forecasting weaker revenue, dragging the semiconductor index significantly lower. “The market is suddenly skeptical,” noted Jed Ellerbroek, portfolio manager at Argent Capital. (Reuters) Broadcom has a clear catalyst lined up. It announced Monday it will release fiscal first-quarter results on March 4 after the market closes, followed by a conference call at 5 p.m. ET. (Stock Titan) Just a day later, Broadcom unveiled what it claims is the industry’s first enterprise Wi‑Fi 8 access point and switch solution designed for “AI-ready” networks. The offering centers on a new accelerated processing unit and a fresh campus switch platform. “The demand for a robust, intelligent, and secure network infrastructure has never been greater,” said Mark Gonikberg, senior vice president and general manager at Broadcom, in the announcement. (Businessinsider) Wi-Fi 8 is still in its early stages, but the promise is clear: increased bandwidth, reduced latency, and enhanced telemetry aimed at enterprises handling hea...
Online advertising giant Alphabet (NASDAQ:GOOGL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 18% year on year to $113.8 billion. Its GAAP profit of $2.82 per share was 7% above analysts’ consensus estimates. Is now the time to buy Alphabet? Find out in our full research report. Alphabet (GOOGL) Q4 CY2025 Highlights: Revenue: $113.8 billion vs analyst estimates of $111.4 bil...
Online advertising giant Alphabet (NASDAQ:GOOGL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 18% year on year to $113.8 billion. Its GAAP profit of $2.82 per share was 7% above analysts’ consensus estimates. Is now the time to buy Alphabet? Find out in our full research report. Alphabet (GOOGL) Q4 CY2025 Highlights: Revenue: $113.8 billion vs analyst estimates of $111.4 billion (2.2% beat) Operating Profit (GAAP): $35.93 billion vs analyst estimates of $36.93 billion (2.7% miss) EPS (GAAP): $2.82 vs analyst estimates of $2.64 (7% beat) Google Search Revenue: $0.03 vs analyst estimates of $61.31 billion (2.9% beat) Google Cloud Revenue: $0.08 vs analyst estimates of $16.29 billion (8.5% beat) YouTube Revenue: $11.38 billion vs analyst estimates of $11.83 billion (3.8% miss) Google Services Operating Profit: $0.05 vs analyst estimates of $38.17 billion (5.1% beat) Google Cloud Operating Profit: $0.42 vs analyst estimates of $3.74 billion (42.1% beat) Operating Margin: 31.6%, in line with the same quarter last year Free Cash Flow Margin: 21.6%, down from 25.7% in the same quarter last year Expects 2026 capex to be in the range of $175 to $185 billion , almost double 2025 spend Market Capitalization: $4.10 trillion Revenue Growth Alphabet shows that fast growth and massive scale can coexist despite conventional wisdom. The company’s revenue base of $182.5 billion five years ago has more than doubled to $402.8 billion in the last year, translating into an incredible 17.2% annualized growth rate. Alphabet’s growth over the same period was also higher than its big tech peers, Amazon (14.1%), Microsoft (14.8%), and Apple (8.2%). Comparing the four is relevant because investors often pit them against each other to derive their valuations. With these benchmarks in mind, we think Alphabet is a bit expensive (but still worth owning). Quarterly Revenue of Big Tech Companies Long-term growth reigns supreme in fundamentals, but for big tech companies, a hal...
Earnings Call Insights: Jack Henry & Associates (JKHY) Q2 2026 Management View Gregory Adelson, CEO, opened by highlighting, "We produced record second quarter results with non-GAAP revenue of $611 million, up 6.7% over last year's second quarter. Our non-GAAP operating margin was 25.1%, representing a robust 355 basis points of margin expansion over last year's Q2." Adelson stated the core sales ...
Earnings Call Insights: Jack Henry & Associates (JKHY) Q2 2026 Management View Gregory Adelson, CEO, opened by highlighting, "We produced record second quarter results with non-GAAP revenue of $611 million, up 6.7% over last year's second quarter. Our non-GAAP operating margin was 25.1%, representing a robust 355 basis points of margin expansion over last year's Q2." Adelson stated the core sales team delivered "an outstanding quarter with 22 competitive core wins," noting 4 wins from institutions with over $1 billion in assets and a significant increase in deals including digital and card solutions. He connected recent competitor core consolidation to a growing sales pipeline but clarified, "our sales success in Q2 was minimally impacted by the news." Adelson highlighted market share growth: "Over the past 8 years, our core market share among banks has increased by 17%, while our credit union market share has expanded by 40%." He reported strong adoption of cloud-native Tap2Local and Jack Henry Rapid Transfers, as well as progress on stablecoin initiatives, with multiple financial institutions now in beta for USDC transactions. Adelson also noted the Victor Technologies integration is "progressing extremely well," expanding embedded payments capabilities for financial institutions and fintechs. Adelson mentioned, "78% of our core clients are operating in the private cloud," emphasizing higher revenue potential and ongoing migration success. In payments, he cited rapid growth in faster payments usage, with Zelle, RTP, and FedNow transaction volume up by 49% year-over-year in Q2. CFO Mimi Carsley stated, "Quarterly non-GAAP revenue growth was negatively impacted by the shift of our Connect client conference into Q1 from Q2. Without this timing shift, quarterly non-GAAP revenue growth would have been a more pronounced 8%." Carsley added, "Cloud revenue increased 8% in the quarter. This reoccurring revenue contributor is 33% of our total revenue." She also reported, "P...
Earnings Call Insights: American Financial Group (AFG) Q4 2025 Management View Craig Lindner, Co-CEO, emphasized a strong finish to the year, noting "AFG's core net operating earnings were $10.29 per share for the full year 2025, generating a core operating return on equity of 18.2%." He highlighted capital management as a top priority, with "over $700 million" returned to shareholders in 2025 thr...
Earnings Call Insights: American Financial Group (AFG) Q4 2025 Management View Craig Lindner, Co-CEO, emphasized a strong finish to the year, noting "AFG's core net operating earnings were $10.29 per share for the full year 2025, generating a core operating return on equity of 18.2%." He highlighted capital management as a top priority, with "over $700 million" returned to shareholders in 2025 through special dividends, regular dividends, and share repurchases. Lindner stated, "We increased our quarterly dividend by 10% to an annual rate of $3.52 per share beginning in October of 2025." Lindner reported the company ended the year with a "strong capital position," a leverage ratio "less than 28%," and "no debt maturities until 2030." He underscored the flexibility for acquisitions, special dividends, or share repurchases in 2026, and explained, "For the year ended December 31, 2025, AFG's growth in book value per share, excluding AOCI, plus dividends was 17.2%." Carl Lindner, Co-CEO, noted a record underwriting profit in Q4, "led by exceptionally strong profitability in our crop insurance operations." He stressed the benefit of a diversified specialty P&C portfolio and stated, "Underwriting profit in our Specialty Property and Casualty insurance businesses grew 41% and generated an outstanding 84.1% combined ratio in the fourth quarter of 2025." Brian Hertzman, CFO, commented, "P&C net investment income, excluding alternative investments, increased 5% year-over-year." He added, "The annualized return on alternative investments in our P&C portfolio was 0.9% for the fourth quarter of 2025 compared to 4.9% for the prior year quarter." Outlook Carl Lindner outlined 2026 business plan assumptions: "growth in net written premiums of 3% to 5% from the $7.1 billion reported last year, a combined ratio of approximately 92.5%, a reinvestment rate of approximately 5.25%, and an annual return of approximately 8% on our $2.8 billion portfolio of alternative investments." He proje...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this concentrated AI-driven pipeline and the heavy upfront spending required to support it. We’ll now examine how this surge in AI-related capital spending, despite strong earnings and backlog growth, reshapes Microsoft’s investment narrative. Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge. What Is Microsoft's Investment Narrative? To own Microsoft today, you have to believe its heavy AI build‑out can be turned into durable, high‑margin software and cloud revenue over time, not just headlines about chips and data centers. The latest Q2 numbers and the sharp share price pullback show how sensitive the stock is to any hint that Azure growth or returns on this spending might be slowing. At the same time, deals like the Dragos OT‑security expansion and the broader Azure security ecosystem underscore why AI and cloud remain the core short term catalysts: large enterprises standardizing on Microsoft for mission‑critical workloads. These announcements help at the margin, but they do not change the central risk that so much of Microsoft’s AI backlog, and capital plan, is tied to a concentrated set of partners like OpenAI. Yet there is a less obvious concentration risk that current headlines barely touch. Despite retreating, Microsoft's shares might still be trading 11% above their fair value. Discover the potential downside here. Exploring Other Perspectives MSFT 1-Year Stock Price Chart Across 115 fair value views from the Simply Wall St Community, estimates span roughly US$360 to just over US$626. This wide spread sits against a business wher...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this concentrated AI-driven pipeline and the heavy upfront spending required to support it. We’ll now examine how this surge in AI-related capital spending, despite strong earnings and backlog growth, reshapes Microsoft’s investment narrative. Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge. What Is Microsoft's Investment Narrative? To own Microsoft today, you have to believe its heavy AI build‑out can be turned into durable, high‑margin software and cloud revenue over time, not just headlines about chips and data centers. The latest Q2 numbers and the sharp share price pullback show how sensitive the stock is to any hint that Azure growth or returns on this spending might be slowing. At the same time, deals like the Dragos OT‑security expansion and the broader Azure security ecosystem underscore why AI and cloud remain the core short term catalysts: large enterprises standardizing on Microsoft for mission‑critical workloads. These announcements help at the margin, but they do not change the central risk that so much of Microsoft’s AI backlog, and capital plan, is tied to a concentrated set of partners like OpenAI. Yet there is a less obvious concentration risk that current headlines barely touch. Despite retreating, Microsoft's shares might still be trading 11% above their fair value. Discover the potential downside here. Exploring Other Perspectives MSFT 1-Year Stock Price Chart Across 115 fair value views from the Simply Wall St Community, estimates span roughly US$360 to just over US$626. This wide spread sits against a business wher...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA CorporationNVDA and Palantir Technologies Inc.PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a close...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA CorporationNVDA and Palantir Technologies Inc.PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding LimitedBABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter. Pa...
ASGN press release ( ASGN ): Q4 Non-GAAP EPS of $1.15 misses by $0.03 . Revenue of $980.1M (-0.5% Y/Y) beats by $1.05M . Adjusted EBITDA (a non-GAAP measure) was $107.9 million (11.0 percent of revenues) Operating cash flows were $102.3 million and Free Cash Flow (a non-GAAP measure) was $93.7 million Repurchased 1.4 million shares of the Company's common stock for $64.2 million IT Consulting reve...
ASGN press release ( ASGN ): Q4 Non-GAAP EPS of $1.15 misses by $0.03 . Revenue of $980.1M (-0.5% Y/Y) beats by $1.05M . Adjusted EBITDA (a non-GAAP measure) was $107.9 million (11.0 percent of revenues) Operating cash flows were $102.3 million and Free Cash Flow (a non-GAAP measure) was $93.7 million Repurchased 1.4 million shares of the Company's common stock for $64.2 million IT Consulting revenues were 63 percent of total revenues Full Year 2025 Revenues were $4.0 billion Net income was $113.5 million Adjusted EBITDA (a non-GAAP measure) was $422.6 million (10.6 percent of revenues) Operating cash flows were $327.9 million and Free Cash Flow (a non-GAAP measure) was $288.1 million Repurchased 3.1 million shares of the Company's common stock for $170.1 million IT Consulting revenues were 62 percent of total revenues Commercial Segment – New bookings were $1.5 billion; book-to-bill ratio was 1.2 to 1 Federal Government Segment – New contract awards were $1.0 billion; book-to-bill ratio was 0.9 to 1 S More on ASGN ASGN Incorporated: Maintaining Bearish Stance Despite Lofty 2028 Projections ASGN Incorporated (ASGN) Analyst/Investor Day - Slideshow ASGN Incorporated (ASGN) Analyst/Investor Day Transcript ASGN to acquire Quinnox for $290M ASGN to acquire Quinnox, sees Q4 revenue and EBITDA at high end of guidance
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) is pursuing a US$45b to US$50b capital raise, split roughly between debt and equity, tied to large AI and cloud infrastructure plans. The company is weighing up to 30,000 job cuts and a potential sale of its Oracle Health (Cerner) unit as ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) is pursuing a US$45b to US$50b capital raise, split roughly between debt and equity, tied to large AI and cloud infrastructure plans. The company is weighing up to 30,000 job cuts and a potential sale of its Oracle Health (Cerner) unit as part of a broad restructuring. These moves are linked to fulfilling major cloud and AI infrastructure commitments for clients including OpenAI, Meta, and Nvidia. Oracle, known for its database software and cloud services, is pushing deeper into large scale AI and cloud infrastructure projects. The planned capital raise, possible workforce reductions, and review of Oracle Health signal how heavily the business is leaning into long term infrastructure contracts for big technology customers. For investors, the combination of new funding, potential divestitures, and cost cuts highlights both the size of the opportunity in AI infrastructure and the operational and financial strain that can come with it. How Oracle sequences these moves, and how it manages customer demand versus balance sheet risk, will likely be a key focus as the story develops. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL 1-Year Stock Price Chart Why Oracle could be great value Quick Assessment ✅ Price vs Analyst Target : At US$154.67 versus a consensus target of about US$278, the price sits roughly 44% below where analysts, on average, expect it. ⚖️ Simply Wall St Valuation : Shares are described as trading around fair value, only about 0.5% below the internal estimate. ❌ Recent Momentum: The 30 day return of roughly 21% decline signals weak short term sentiment as this news lands. Check out Simply Wall St's in depth valuation analysis for Oracle. Key Considerations...
(RTTNews) - Universal Technical Institute, Inc. (UTI) revealed a profit for first quarter that Dropped, from the same period last year The company's earnings came in at $12.82 million, or $0.23 per share. This compares with $22.15 million, or $0.40 per share, last year. The company's revenue for the period rose 9.6% to $220.84 million from $201.42 million last year. Universal Technical Institute, ...
(RTTNews) - Universal Technical Institute, Inc. (UTI) revealed a profit for first quarter that Dropped, from the same period last year The company's earnings came in at $12.82 million, or $0.23 per share. This compares with $22.15 million, or $0.40 per share, last year. The company's revenue for the period rose 9.6% to $220.84 million from $201.42 million last year. Universal Technical Institute, Inc. earnings at a glance (GAAP) : -Earnings: $12.82 Mln. vs. $22.15 Mln. last year. -EPS: $0.23 vs. $0.40 last year. -Revenue: $220.84 Mln vs. $201.42 Mln last year. -Guidance: Full year revenue guidance: $ 905 M To $ 915 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Feb 4 (Reuters) - Snap forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling tough competition for digital advertising dollars from bigger rivals such as Meta-owned Facebook and Instagram. The social media company faced major hiccups ranging from U.S. President Donald Trump's changing trade policies and a technical issue in its advertising platform last year, draggin...
Feb 4 (Reuters) - Snap forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling tough competition for digital advertising dollars from bigger rivals such as Meta-owned Facebook and Instagram. The social media company faced major hiccups ranging from U.S. President Donald Trump's changing trade policies and a technical issue in its advertising platform last year, dragging its shares down around 25% in 2025. Advertisers increasingly rely on platforms such as Meta and TikTok, which are preferred due to their larger user base. The Snapchat-parent said total active advertisers on the platform rose 28% in the fourth quarter, underscoring strength in direct response ads and growth in new ad formats such as Sponsored Snaps and Promoted Places. Snap said on Monday it implemented platform-level age verification in Australia to comply with a new law requiring users to be at least 16, resulting in the removal of over 400,000 accounts. It expects first-quarter revenue to be between $1.50 billion and $1.53 billion, slightly below analysts' average estimate of $1.55 billion according to data compiled by LSEG. The revenue forecast does not include revenue from the Perplexity integration, a $400 million deal announced last year, as Snap said the companies "have yet to mutually agree on a path to a broader roll out." The company's current-quarter outlook for adjusted earnings before interest, taxes, depreciation and amortization of $170 million to $190 million was above estimates of $177.9 million, as it pivots toward profitable growth by tighter cost control. It reported net income of $45 million in the fourth quarter, compared with $9 million a year earlier. Its 2025 net loss narrowed to $460 million from $698 million in 2024. The company has been doubling down on augmented reality smart glasses with the launch of independent unit, Specs, last month, and also diversifying its revenue stream by focusing on its subscription service Snapchat+. Su...
SAN DIEGO (AP) — SAN DIEGO (AP) — Qualcomm Inc. (QCOM) on Wednesday reported fiscal first-quarter profit of $3 billion. On a per-share basis, the San Diego-based company said it had profit of $2.78. Earnings, adjusted for stock option expense and non-recurring costs, came to $3.50 per share. The results topped Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investme...
SAN DIEGO (AP) — SAN DIEGO (AP) — Qualcomm Inc. (QCOM) on Wednesday reported fiscal first-quarter profit of $3 billion. On a per-share basis, the San Diego-based company said it had profit of $2.78. Earnings, adjusted for stock option expense and non-recurring costs, came to $3.50 per share. The results topped Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investment Research was for earnings of $3.39 per share. The chipmaker posted revenue of $12.25 billion in the period, which missed Street forecasts. Eight analysts surveyed by Zacks expected $12.28 billion. For the current quarter ending in March, Qualcomm expects its per-share earnings to range from $2.45 to $2.65. The company said it expects revenue in the range of $10.2 billion to $11 billion for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on QCOM at https://www.zacks.com/ap/QCOM
tang90246 Qualcomm ( QCOM ) shares fell more than 7% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Reve...
tang90246 Qualcomm ( QCOM ) shares fell more than 7% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Revenue from handsets rose 3% year-over-year to $7.82B, while automotive sales jumped 15% to $1.1B. Sales from its internet of things division rose 9% to $1.69B. Licensing revenue came in at $1.59B for the period. A consensus of analysts expected the company to earn $3.41 per share on an adjusted basis, with revenue of $12.2B during its fiscal third quarter. “We are pleased to deliver strong quarterly results, with record total company revenues,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals.” Looking to the second-quarter, Qualcomm said it expects to earn between $2.45 and $2.65 per share on an adjusted basis, with revenue forecast between $10.2B and $11B. Qualcomm noted that its guidance includes "the estimated impact of memory supply constraints and related pricing on demand from several handset customers." Analysts were expecting $2.90 per share in earnings and $11.1B in revenue. The company will hold a conference call at 4:45 p.m. EST to discuss the results. More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Qualcomm Q1 Earnings Preview: Handse...
tang90246 Qualcomm ( QCOM ) shares tumbled nearly 10% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Rev...
tang90246 Qualcomm ( QCOM ) shares tumbled nearly 10% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Revenue from handsets rose 3% year-over-year to $7.82B, while automotive sales jumped 15% to $1.1B. Sales from its internet of things division rose 9% to $1.69B. Licensing revenue came in at $1.59B for the period. A consensus of analysts expected the company to earn $3.41 per share on an adjusted basis, with revenue of $12.2B during its fiscal third quarter. “We are pleased to deliver strong quarterly results, with record total company revenues,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals.” Looking to the second-quarter, Qualcomm said it expects to earn between $2.45 and $2.65 per share on an adjusted basis, with revenue forecast between $10.2B and $11B. Qualcomm noted that its guidance includes “the estimated impact of memory supply constraints and related pricing on demand from several handset customers.” Analysts were expecting $2.90 per share in earnings and $11.1B in revenue. The company will hold a conference call at 4:45 p.m. EST to discuss the results. More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Qualcomm Q1 Earnings Preview: Hands...
Fluence Energy press release ( FLNC ): FQ1 GAAP EPS of -$0.34 misses by $0.13 . Revenue of $475.2M (+154.4% Y/Y) beats by $9.89M . Shares -18.61% . Fiscal Year 2026 Outlook Reaffirmed The Company expectation for fiscal year 2026 is as follows: Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of December 31, 2025, the midpoint of our guidance is fully covere...
Fluence Energy press release ( FLNC ): FQ1 GAAP EPS of -$0.34 misses by $0.13 . Revenue of $475.2M (+154.4% Y/Y) beats by $9.89M . Shares -18.61% . Fiscal Year 2026 Outlook Reaffirmed The Company expectation for fiscal year 2026 is as follows: Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of December 31, 2025, the midpoint of our guidance is fully covered by orders in backlog. Adjusted EBITDA 1 of approximately $40.0 million to $60.0 million with a midpoint of $50.0 million. Annual recurring revenue (“ARR”) of approximately $180.0 million by the end of fiscal year 2026. More on Fluence Energy Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Fluence Energy: Strong Pipeline Could Limit AI Fallout Fluence Energy: Sell On Elevated Valuation And Mediocre Outlook Fluence Energy Q1 2026 Earnings Preview Fluence Energy falls as Mizuho cuts to Sell equivalent on 'premature' data center premium