NETGEAR press release ( NTGR ): Q4 Non-GAAP EPS of $0.26 beats by $0.21 . Revenue of $182.5M (flat Y/Y) beats by $5.24M . More on NETGEAR NETGEAR, Inc. (NTGR) Analyst/Investor Day - Slideshow NETGEAR, Inc. (NTGR) Analyst/Investor Day Transcript NETGEAR Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on NETGEAR Historical earnings data for NETGEAR
NETGEAR press release ( NTGR ): Q4 Non-GAAP EPS of $0.26 beats by $0.21 . Revenue of $182.5M (flat Y/Y) beats by $5.24M . More on NETGEAR NETGEAR, Inc. (NTGR) Analyst/Investor Day - Slideshow NETGEAR, Inc. (NTGR) Analyst/Investor Day Transcript NETGEAR Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on NETGEAR Historical earnings data for NETGEAR
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trad...
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trading on Wednesday, shares of Castle Biosciences Inc (Symbol: CSTL) entered into oversold territory, hitting an RSI reading of 27.4, after changing hands as low as $34.54 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 52.7. A bullish investor could look at CSTL's 27.4 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of CSTL shares: Looking at the chart above, CSTL's low point in its 52 week range is $14.59 per share, with $44.28 as the 52 week high point — that compares with a last trade of $34.96. Find out what 9 other oversold stocks you need to know about » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In Brief Resolve AI, a startup automating the work of system reliability engineering (SRE), aka troubleshooting system failures, has announced a $125 million Series A at a $1 billion valuation. The round was led by Lightspeed Venture Partners, with participation of existing investors including Greylock Partners, Unusual Ventures, Artisanal Ventures, and A*. The announcement confirms TechCrunch’s D...
In Brief Resolve AI, a startup automating the work of system reliability engineering (SRE), aka troubleshooting system failures, has announced a $125 million Series A at a $1 billion valuation. The round was led by Lightspeed Venture Partners, with participation of existing investors including Greylock Partners, Unusual Ventures, Artisanal Ventures, and A*. The announcement confirms TechCrunch’s December report that the startup was raising at a billion-dollar valuation led by Lightspeed. Sources told TechCrunch at the time that the round may have consisted of multiple tranches, at different prices, which could have put the company’s actual blended valuation below $1 billion. A spokesperson for Resolve denied that there were multiple tranches in the round, saying that 100% of the equity was purchased at a valuation of $1 billion. As we previously reported, this kind of structure allows certain investors, often the lead, to purchase a significant portion of equity at a lower price. Resolve was co-founded in early 2024 by two former Splunk executives, Spiros Xanthos and Mayank Agarwal. Their previous startup, Omnition, was acquired by Splunk in 2019. Another startup applying AI to identify and resolve system outages is the Sequoia-backed Traversal. The emerging category is known as AI SRE.
Key Points Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't help allay fears over rising AI capex and future returns on those investments. 10 stocks we like better than Oracle › January was a rough month for Oracle (NYSE: ORCL) investors. The enterpri...
Key Points Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't help allay fears over rising AI capex and future returns on those investments. 10 stocks we like better than Oracle › January was a rough month for Oracle (NYSE: ORCL) investors. The enterprise software giant saw its stock fall 15.6%, continuing its slide from a less-than-stellar earnings report released the month prior. Three major factors were at play: a bondholder lawsuit, a wave of analyst downgrades and price cuts, and a macro environment that turned hostile to AI infrastructure spending. 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 » Oracle is being sued On Jan. 14, bondholders filed a class action suit in Manhattan court on behalf of investors who bought $18 billion of debt Oracle issued in September 2025. They claim Oracle knew it would need to raise significantly more debt to fund its AI data center buildout, and didn't disclose that when it sold the bonds. Sure enough, just seven weeks later, Oracle went back to the capital markets for an additional $38 billion in loans, leading to a spike in yields and a drop in bond prices. The optics aren't great here. Especially given that concerns over Oracle's rapidly growing debt are the driving force behind the stock's recent struggles. Wall Street slashed price targets Oracle stock also faced a string of price target cuts and downgrades from analysts across Wall Street. On Jan. 5, both UBS and RBC Capital cut their price targets -- UBS from $325 to $280, and RBC from $250 to $195. While UBS kept a "Buy" rating on the stock, it noted a real deterioration in investor confidence, particularly around Oracle's exposure to ChatGPT creator, OpenAI. RBC also maintained its rating, a "Sector Perform" -- essentially a hold. The bigg...
Kimball Electronics press release ( KE ): Q2 Non-GAAP EPS of $0.28 beats by $0.02 . Revenue of $341.3M (-4.5% Y/Y) beats by $1.96M . More on Kimball Electronics Kimball Electronics: Great Story, Wrong Entry Point Kimball Electronics Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Kimball Electronics Historical earnings data for Kimball Electronics Financial information for Kimball Electro...
Kimball Electronics press release ( KE ): Q2 Non-GAAP EPS of $0.28 beats by $0.02 . Revenue of $341.3M (-4.5% Y/Y) beats by $1.96M . More on Kimball Electronics Kimball Electronics: Great Story, Wrong Entry Point Kimball Electronics Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Kimball Electronics Historical earnings data for Kimball Electronics Financial information for Kimball Electronics
WEX press release ( WEX ): Q4 Non-GAAP EPS of $4.11 beats by $0.18 . Revenue of $672.9M (+5.6% Y/Y) beats by $12.6M . Shares +0.95% . For the first quarter of 2026, the Company expects revenue in the range of $650 million to $670 million and adjusted net income in the range of $133 million to $140 million, or $3.80 to $4.00 per diluted share. For the full year 2026, the Company expects revenue in ...
WEX press release ( WEX ): Q4 Non-GAAP EPS of $4.11 beats by $0.18 . Revenue of $672.9M (+5.6% Y/Y) beats by $12.6M . Shares +0.95% . For the first quarter of 2026, the Company expects revenue in the range of $650 million to $670 million and adjusted net income in the range of $133 million to $140 million, or $3.80 to $4.00 per diluted share. For the full year 2026, the Company expects revenue in the range of $2.70 billion to $2.76 billion and adjusted net income in the range of $607 million to $628 million, or $17.25 to $17.85 per diluted share. More on WEX WEX Inc. (WEX) Presents at UBS Global Technology and AI Conference 2025 Transcript WEX Inc. (WEX) Presents at Citi's 14th Annual FinTech Conference Transcript WEX Inc. (WEX) Presents at 7th Annual Healthcare Symposium Transcript WEX Q4 2025 Earnings Preview Jana Partners exits Wex, takes new stake in Six Flags Entertainment among other Q3 moves
If selected to supervise the "Trump Accounts," Robinhood could see a nice inflow of assets under management. The popular online retail brokerage Robinhood (HOOD 7.51%) is being considered to manage a program implemented by President Donald Trump that will award $1,000 to children born between 2025 and 2028 to help jump-start their life savings. The report came from Bloomberg News, which also said ...
If selected to supervise the "Trump Accounts," Robinhood could see a nice inflow of assets under management. The popular online retail brokerage Robinhood (HOOD 7.51%) is being considered to manage a program implemented by President Donald Trump that will award $1,000 to children born between 2025 and 2028 to help jump-start their life savings. The report came from Bloomberg News, which also said the U.S. Treasury Department expects to make an announcement soon, and that as many as three companies could be selected as trustees for the program. Here is what investors need to know. What are "Trump Accounts?" With the cost of living sky high for most and people struggling to adequately save for retirement, the "Trump Accounts" are a way for newborns and younger Americans to get ahead with their savings. Every U.S. child with a Social Security number born between Jan. 1, 2025, and Dec. 31, 2028, will be eligible to receive $1,000 from the government. Anyone under 18 will be eligible for the tax-advantaged "Trump Accounts," though the $1,000 award will be available only to newly born children. Parents will be custodians of the accounts until the children turn 18. Annual contributions are not required, although parents can contribute up to $5,000 per year, and employers can also contribute up to $2,500 per year. Funds in the account must be invested in mutual funds or exchange-traded funds that track the broader benchmark S&P 500 Index or another index of mostly U.S. equities. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( -7.51 %) $ -6.54 Current Price $ 80.53 Key Data Points Market Cap $78B Day's Range $ 77.62 - $ 85.28 52wk Range $ 29.66 - $ 153.86 Volume 2.7M Avg Vol 26M Gross Margin 89.78 % Contributions will generally be made with after-tax dollars, although some contributions from employers, charities, or the government can be made with pre-tax dollars. The purpose of these accounts is to use the power of time and compounding to help children get ahead. Ac...
A10 Networks press release ( ATEN ): Q4 Non-GAAP EPS of $0.26 beats by $0.02 . Revenue of $80.4M (+8.4% Y/Y) beats by $2.31M . For 2026, A10 management expects to deliver both top- and bottom-line growth. Management currently expects: Increased full-year revenue growth outlook of 10-12% over the prior year Non-GAAP gross margin in-line with historical trends and stated business model goals of 80-8...
A10 Networks press release ( ATEN ): Q4 Non-GAAP EPS of $0.26 beats by $0.02 . Revenue of $80.4M (+8.4% Y/Y) beats by $2.31M . For 2026, A10 management expects to deliver both top- and bottom-line growth. Management currently expects: Increased full-year revenue growth outlook of 10-12% over the prior year Non-GAAP gross margin in-line with historical trends and stated business model goals of 80-82% Expanding net margin and EBITDA margin EPS growth exceeding revenue growth rate, representing 12-14% growth year-over-year More on A10 Networks A10 Networks Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on A10 Networks Historical earnings data for A10 Networks Dividend scorecard for A10 Networks Financial information for A10 Networks
Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported its fourth quarter 2025 earnings results today. Consolidated revenues increased 18% year-over-year, or 17% in constant currency, to $113.8 billion, reflecting strong momentum across the business and acceleration in growth in Google Services and Google Cloud. Net income increased 30% to $34.5 billion and EPS increased 31% to $2.82 compared to last year. ...
Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported its fourth quarter 2025 earnings results today. Consolidated revenues increased 18% year-over-year, or 17% in constant currency, to $113.8 billion, reflecting strong momentum across the business and acceleration in growth in Google Services and Google Cloud. Net income increased 30% to $34.5 billion and EPS increased 31% to $2.82 compared to last year. Revenue and earnings beat expectations but the stock was down 1% in aftermarket hours on Wednesday. Google Services revenues increased 14% to $95.9 billion, led by growth in Google Search & other, Google subscriptions, platforms, and devices, and YouTube ads. Google Cloud revenues increased 48% to $17.7 billion. “It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time. The launch of Gemini 3 was a major milestone and we have great momentum. Our first party models, like Gemini, now process over 10 billion tokens per minute via direct API use by our customers, and the Gemini App has grown to over 750 million monthly active users. Search saw more usage than ever before, with AI continuing to drive an expansionary moment.” – Sundar Pichai, CEO
New York, February 4, 2026, 16:38 EST — After-hours Intel Corporation shares dipped roughly 1.4% in after-hours trading Wednesday, last seen at $48.60. During the regular session, the stock fluctuated between $49.85 and $47.01. Trading volume topped 127 million shares. Intel’s stock movement boils down to one key issue: can the company turn its turnaround strategy into a meaningful presence in AI-...
New York, February 4, 2026, 16:38 EST — After-hours Intel Corporation shares dipped roughly 1.4% in after-hours trading Wednesday, last seen at $48.60. During the regular session, the stock fluctuated between $49.85 and $47.01. Trading volume topped 127 million shares. Intel’s stock movement boils down to one key issue: can the company turn its turnaround strategy into a meaningful presence in AI-focused data centers? CEO Lip-Bu Tan revealed Tuesday that Intel plans to develop graphics processing units, or GPUs—crucial chips for AI training and inference—and has brought on Qualcomm exec Eric Demmers to head the project. “It’s tied in with the data center,” Tan told Reuters, adding that foundry customers are especially interested in Intel’s 14A manufacturing tech, with volume production expected to scale up later this year. (Reuters) Wednesday’s action hit tech and semiconductors hard, following steep declines in Advanced Micro Devices and Nvidia that dragged the chip index down. “The market is suddenly skeptical and concerned,” said Jed Ellerbroek, portfolio manager at Argent Capital, citing doubts about how to price the AI expansion. (Reuters) GPUs power AI training by crunching massive numbers simultaneously, anchoring the spending surge fueling the sector. Intel argues it can capture a bigger slice of the tech stack, but it’s entering a fiercely competitive arena dominated by frontrunners who dictate the tempo. Insider moves are also in focus. On Feb. 2, a Form 144 filing revealed that Intel officer April V. Boise plans to sell up to 20,000 shares, valued at about $980,822, via Morgan Stanley Smith Barney. (Intel Corporation) Investors now face practical questions: Will the GPU plan actually result in a shipping product? And can Intel turn its “engaging” customers into firm orders that boost its contract-manufacturing volumes? Still, the downside can’t be ignored. Intel’s stock tumbled 14% on Jan. 23 after the company warned of supply constraints in data-center c...
is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. Though the Virtual Boy was both a commercial and critical failure, the console’s infamy is part of what has made it such a fascinating piece of Nintendo’s history. Original units are still going for hundreds of dollars on bidding sites, ...
is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. Though the Virtual Boy was both a commercial and critical failure, the console’s infamy is part of what has made it such a fascinating piece of Nintendo’s history. Original units are still going for hundreds of dollars on bidding sites, and hobbyists have spent years keeping the Virtual Boy alive through emulation and homebrew games. For a long while, it seemed like Nintendo wanted nothing more than for the public to forget that the Virtual Boy ever existed. But over time, the company has become more comfortable acknowledging and even joking about the system through references in games like Super Smash Bros. Melee, Tomodachi Life, and Luigi’s Mansion 3. Looking back on the Nintendo 3DS and more recent experiments like the Nintendo Switch and Labo, it wasn’t exactly surprising to learn that the Virtual Boy was being resurrected as a Switch peripheral designed to be used while playing classic Virtual Boy games on Nintendo Switch Online. There’s a nifty poetry to Nintendo’s worst-selling console being reimagined as a fancy peripheral for its most successful system of all time. Everything about the new Virtual Boy’s release speaks to Nintendo being confident enough to revisit one of its biggest failures and turn it into a flex that is quite literally designed to prop up the Switch family of consoles. When I recently spent some time playing with the new Virtual Boy, though, Nintendo’s confidence in this $100 side quest didn’t feel entirely justified. The headset / stand combo is a gorgeous piece of retro tech that’s comfortable enough to shove your face into. And even though I was kind of hoping to experience some disorienting visual weirdness, the console’s stereoscopic lenses didn’t leave me with a headache. But there’s a clunkiness to the way the Virtual Boy’s games played that made the device feel more like...
ePlus press release ( PLUS ): Q3 Non-GAAP EPS of $1.45 beats by $0.44 . Revenue of $614.8M (+20.3% Y/Y) beats by $63M . Gross billings increased 15.6% to $982.1 million. Based on our strong performance year to date and the momentum we see ahead, the Company is raising its fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA. Net sales is now expected to increase 20% to 22% ye...
ePlus press release ( PLUS ): Q3 Non-GAAP EPS of $1.45 beats by $0.44 . Revenue of $614.8M (+20.3% Y/Y) beats by $63M . Gross billings increased 15.6% to $982.1 million. Based on our strong performance year to date and the momentum we see ahead, the Company is raising its fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA. Net sales is now expected to increase 20% to 22% year-over-year, an increase from the prior guidance of mid-teens. This increase is against Fiscal Year 2025's $2.01B from continuing operations. Gross profit is expected to grow at a rate of 19% to 21% now, as compared to the prior guidance of mid-teens from fiscal year 2025's $515.5 million from continuing operations. We now expect Adjusted EBITDA to increase 41% to 43% over our Fiscal Year 2025 Adjusted EBITDA of $141M from continuing operations. This is an increase from our prior guidance that was twice the pace of net sales when net sales was expected to be in the mid-teens. Shares -7% . More on ePlus ePlus Rises On Sales Growth, But Cash Flow Still Under Watch (Downgrade) ePlus inc. 2026 Q2 - Results - Earnings Call Presentation ePlus inc. (PLUS) Q2 2026 Earnings Call Transcript EPlus outlines mid-teens growth targets for net sales and gross profit amid record $1B quarterly gross billings and AI-driven momentum Seeking Alpha’s Quant Rating on ePlus
Murphy USA press release ( MUSA ): Q4 GAAP EPS of $7.53 beats by $0.67 . Revenue of $4.74B (+0.6% Y/Y) misses by $100M . Total fuel contribution for Q4 2025 was 34.3 cpg, compared to 32.5 cpg in Q4 2024. For the year 2025, total fuel contribution was 30.7 cpg, compared to 30.5 cpg in 2024. Total retail gallons increased 3.1%, and volumes on a same store sales ("SSS") basis declined 0.6%, in Q4 202...
Murphy USA press release ( MUSA ): Q4 GAAP EPS of $7.53 beats by $0.67 . Revenue of $4.74B (+0.6% Y/Y) misses by $100M . Total fuel contribution for Q4 2025 was 34.3 cpg, compared to 32.5 cpg in Q4 2024. For the year 2025, total fuel contribution was 30.7 cpg, compared to 30.5 cpg in 2024. Total retail gallons increased 3.1%, and volumes on a same store sales ("SSS") basis declined 0.6%, in Q4 2025 compared to Q4 2024. Total retail gallons were 4.8 billion gallons for both the full year 2025 and 2024, and volumes on a SSS basis for the year 2025 decreased 2.6% compared to the prior-year period. More on Murphy USA Murphy USA: Down But Not Out Murphy USA Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Murphy USA Historical earnings data for Murphy USA Dividend scorecard for Murphy USA
Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find ou...
Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find out in our full research report. Qualcomm (QCOM) Q4 CY2025 Highlights: Revenue: $12.25 billion vs analyst estimates of $12.21 billion (5% year-on-year growth, in line) Adjusted EPS: $3.50 vs analyst estimates of $3.40 (2.9% beat) Adjusted Operating Income: $4.41 billion vs analyst estimates of $4.29 billion (36% margin, 2.8% beat) Revenue Guidance for Q1 CY2026 is $10.6 billion at the midpoint, below analyst estimates of $11.15 billion Adjusted EPS guidance for Q1 CY2026 is $2.55 at the midpoint, below analyst estimates of $2.87 Operating Margin: 27.5%, down from 30.5% in the same quarter last year Free Cash Flow Margin: 36%, similar to the same quarter last year Inventory Days Outstanding: 109, down from 145 in the previous quarter Market Capitalization: $157.2 billion Company Overview Having been at the forefront of developing the standards for cellular connectivity for over four decades, Qualcomm (NASDAQ:QCOM) is a leading innovator and a fabless manufacturer of wireless technology chips used in smartphones, autos and internet of things appliances. Revenue Growth A company’s long-term sales performance is one signal of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last five years, Qualcomm grew its sales at a solid 12.5% compounded annual growth rate. Its growth beat the average semiconductor company and shows its offerings resonate with customers, a helpful starting point for our analysis. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth ...
Crown Holdings press release ( CCK ): Q4 Non-GAAP EPS of $1.74 beats by $0.04 . Revenue of $3.13B (+7.9% Y/Y) beats by $140M . 2026 Outlook Expect full year 2026 adjusted diluted earnings per share in the range of $7.90 - $8.30 Expect full year 2026 adjusted free cash flow of approximately $900 million More on Crown Holdings Turning Metal Into Money: Crown Holdings' Capital Discipline Inflection C...
Crown Holdings press release ( CCK ): Q4 Non-GAAP EPS of $1.74 beats by $0.04 . Revenue of $3.13B (+7.9% Y/Y) beats by $140M . 2026 Outlook Expect full year 2026 adjusted diluted earnings per share in the range of $7.90 - $8.30 Expect full year 2026 adjusted free cash flow of approximately $900 million More on Crown Holdings Turning Metal Into Money: Crown Holdings' Capital Discipline Inflection Crown Holdings: This Packaging Play Has The Recipe To Deliver More Upside Crown Holdings Q4 2025 Earnings Preview Rising aluminum can usage supports Crown results, credit report says Seeking Alpha’s Quant Rating on Crown Holdings
Wireless chipmaker Qualcomm (NASDAQ: QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find o...
Wireless chipmaker Qualcomm (NASDAQ: QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find out by accessing our full research report, it’s free. Qualcomm (QCOM) Q4 CY2025 Highlights: Revenue: $12.25 billion vs analyst estimates of $12.21 billion (5% year-on-year growth, in line) $12.25 billion vs analyst estimates of $12.21 billion (5% year-on-year growth, in line) Adjusted EPS: $3.50 vs analyst estimates of $3.40 (2.9% beat) $3.50 vs analyst estimates of $3.40 (2.9% beat) Adjusted Operating Income: $4.41 billion vs analyst estimates of $4.29 billion (36% margin, 2.8% beat) $4.41 billion vs analyst estimates of $4.29 billion (36% margin, 2.8% beat) Revenue Guidance for Q1 CY2026 is $10.6 billion at the midpoint, below analyst estimates of $11.15 billion is $10.6 billion at the midpoint, below analyst estimates of $11.15 billion Adjusted EPS guidance for Q1 CY2026 is $2.55 at the midpoint, below analyst estimates of $2.87 is $2.55 at the midpoint, below analyst estimates of $2.87 Operating Margin: 27.5%, down from 30.5% in the same quarter last year 27.5%, down from 30.5% in the same quarter last year Free Cash Flow Margin: 36%, similar to the same quarter last year 36%, similar to the same quarter last year Inventory Days Outstanding: 109, down from 145 in the previous quarter 109, down from 145 in the previous quarter Market Capitalization: $157.2 billion Company Overview Having been at the forefront of developing the standards for cellular connectivity for over four decades, Qualcomm (NASDAQ: QCOM) is a leading innovator and a fabless manufacturer of wireless technology chips used in smartphones, autos and internet of things appliances. Revenue Growth A company’...
Michael Vi Sharea of specialty semiconductor company SiTime ( SITM ) surged more than 13% in extended trading on Wednesday after it reported stronger-than-expected results and confirmed it would be acquiring the timing unit of Renesas. For the period ending Dec. 31, SiTime said it earned $1.53 per share on an adjusted basis, $0.32 better than analysts were expecting. Revenue soared 66.3% year-over...
Michael Vi Sharea of specialty semiconductor company SiTime ( SITM ) surged more than 13% in extended trading on Wednesday after it reported stronger-than-expected results and confirmed it would be acquiring the timing unit of Renesas. For the period ending Dec. 31, SiTime said it earned $1.53 per share on an adjusted basis, $0.32 better than analysts were expecting. Revenue soared 66.3% year-over-year to $113.28M, above the $101.85M estimate. “Driven by AI, Q4 2025 was the seventh consecutive quarter of over 100% year-over-year growth for our Communications, Enterprise and Datacenter business,” said Rajesh Vashist, chairman and CEO of SiTime, in a statement. “Growth in both Q4 2025 and FY2025 was broad-based, across all end customer segments, and regions. In addition to 61% year-on-year growth, I am also pleased that we achieved 61.2% gross margin in the fourth quarter, which exceeded the forecast that we made at the beginning of the year. Looking forward into 2026, we expect our broad-based growth to continue, again driven by CED.” In addition to the results, SiTime said it would be acquiring Renesas’ timing business for $1.5B in cash and approximately 4.13M shares of stock. SiTime confirmed earlier this week it was in talks with Renesas to acquire the unit. More on SiTime SiTime: Valuation Is Holding Me Back From Turning Bullish SiTime Corporation (SITM) Presents at UBS Global Technology and AI Conference 2025 Transcript SiTime Non-GAAP EPS of $1.53 beats by $0.32, revenue of $113.3M beats by $11.39M SiTime confirms talks with Renesas on timing business deal Seeking Alpha’s Quant Rating on SiTime
Good morning . Trump and Xi talk trade and Taiwan. Lilly’s still ahead in the obesity-drug war. And Japan’s set for a bumper ski season as foreigners flock to fresh powder. Listen to the day’s top stories . S&P 500 6,882.72 -0.51% Nasdaq 100 24,891.24 -1.77% Eli Lilly 1,107.12 +10.33% Novo Nordisk ADRs 47.19 -6.18% Donald Trump and Xi Jinping discussed everything from trade to Taiwan in a phone ca...
Good morning . Trump and Xi talk trade and Taiwan. Lilly’s still ahead in the obesity-drug war. And Japan’s set for a bumper ski season as foreigners flock to fresh powder. Listen to the day’s top stories . S&P 500 6,882.72 -0.51% Nasdaq 100 24,891.24 -1.77% Eli Lilly 1,107.12 +10.33% Novo Nordisk ADRs 47.19 -6.18% Donald Trump and Xi Jinping discussed everything from trade to Taiwan in a phone call ahead of a planned face-to-face meeting later this year. While the US president described the call as excellent, the Chinese government struck a more contentious tone on Taiwan after Xi urged Washington to handle arms sales to Taipei with “utmost caution” and said Beijing will never allow the island to be separated. Vance Pitches Price Floors for Key Minerals to Counter China Read the Story Indian officials are trying to counter concerns that they gave up too much to the US in exchange for lower tariffs, saying the deal with Trump adequately protects the farm sector. They also sought to clarify that a commitment to buy $500 billion of American goods over five years includes projects already in the pipeline. Alphabet’s capital expenditures for 2026 blew past estimates, stunning investors as the Google owner joins the ranks of megacaps plowing hundreds of billions of dollars into artificial intelligence. The tech behemoth forecast this year’s outlays at between $175 billion and $185 billion , way more than the $119.5 billion analysts expected. Fourth-quarter sales, excluding partner payouts, were $97.23 billion. The tech slump continued as the artificial-intelligence-fueled selloff —dubbed the “ most illogical thing in the world ” by Nvidia’s Jensen Huang—spilled over into the broader market. Billionaires in the space have seen their fortunes plunge by at least $62 billion this year, following the exodus that deepened the industry’s already months-long decline. Short-sellers betting on the crash, on the other hand, have minted $24 billion in profit , according to data from...