Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is ...
Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is down double digits. Overall, I see Oracle as a battleground stock, with price movements driven by headlines, and some of them aren’t even about Oracle. I’m talking about OpenAI, after the recent Nvidia investment tensions . In my view, Oracle’s recent post on X is the tell. It is my opinion that public companies don’t use social media to clarify the impact of a third-party deal unless they think the market is mispricing them because of it. That said, in the midst of this battleground, I decided to open a small, highly speculative, long position on Oracle. Below, I discuss why. Oracle's Financing Strategy Let's start with the recent news. This week, the company announced a financing plan for the OCI expansion in 2026. Given the 53% drop in Oracle's share price since the $300B OpenAI deal , I think management didn’t want to wait until the next earnings call to share this news. Initially, the news was received positively by the market, but the stock sold off during the day, as it didn't solve the main problem, i.e., how will OpenAI pay for the widely reported $300B in compute commitments. This was amplified by the recent tensions between Nvidia and OpenAI. As you may remember from back in September, Nvida annouced that it would invest $100B in OpenAI. Last weekend, some reports suggested that the two companies could now be rethinking the future of their partnership, and that current discussions have included an equity investment of tens of billions of dollars. In a recent interview in Taipei, Jensen Huang said: We are going to make a huge investment in OpenAI. I believe in Op...
Boston Scientific (NYSE:BSX), a medical-device maker for interventional specialties, closed Wednesday at $75.50, down 17.59%. The stock fell after Q4 earnings beat expectations, but cautious 2026 guidance and weaker electrophysiology sales reset growth assumptions. Trading volume reached 78.1 million shares, about 581% above its three-month average of 11.5 million shares. Boston Scientific IPO'd i...
Boston Scientific (NYSE:BSX), a medical-device maker for interventional specialties, closed Wednesday at $75.50, down 17.59%. The stock fell after Q4 earnings beat expectations, but cautious 2026 guidance and weaker electrophysiology sales reset growth assumptions. Trading volume reached 78.1 million shares, about 581% above its three-month average of 11.5 million shares. Boston Scientific IPO'd in 1992 and has grown 1,664% since going public. How the markets moved today The S&P 500 slipped 0.51% to 6,882, while the Nasdaq Composite fell 1.51% to 22,905 as large-cap growth names came under pressure. Within medical devices, industry peers Medtronic closed at $101.84 (-1.30%) and Stryker finished at $360.66 (-0.04%), underscoring how Boston Scientific’s drop was company‑specific rather than sector‑wide. What this means for investors Despite growing sales and adjusted EPS by 16% and 14% in Q4 -- easily beating Wall Street’s estimates -- Boston Scientific stock dropped 18% on Wednesday due to “weak” guidance. More specifically, the company’s Q1 and 2026 EPS guidance came up one penny shy of analysts’ hopes. I think today’s market reaction is overdone -- even if the company traded at a slight premium before earnings. Not only did Boston Scientific’s core Cardiovascular segment grow sales by 18% -- alongside its MedSurg unit, which increased revenue by 12% -- management guided for $4.2 billion in free cash flow in 2026. Compounding investor returns by 18% annually since 2016 and growing sales by double-digits for 12 straight quarters, Boston Scientific looks as strong as ever, despite today’s overdone drop. Should you buy stock in Boston Scientific right now? Before you buy stock in Boston Scientific, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Boston Scientific wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider ...
Bruce Bennett/Getty Images News Allstate ( ALL ) stock gained 2.8% in Wednesday after-hours trading after turning in better-than-expected Q4 2025 earnings, in addition to boosting its dividend and introducing a new share buyback program. Management said the company's common shareholder dividend will rise 8% to $1.08 per share, payable on April 1, 2026, to stockholders of record at the close of bus...
Bruce Bennett/Getty Images News Allstate ( ALL ) stock gained 2.8% in Wednesday after-hours trading after turning in better-than-expected Q4 2025 earnings, in addition to boosting its dividend and introducing a new share buyback program. Management said the company's common shareholder dividend will rise 8% to $1.08 per share, payable on April 1, 2026, to stockholders of record at the close of business on March 2, 2026. Also, a $4.0B share buyback program, over a 24-month span, will start once the existing $1.5B program is completed. Q4 adjusted EPS of $14.31, easily topping the $9.86 average analyst estimate, rose from $11.17 in Q3 and $7.67 in Q4 2024. Revenue of $17.3B, meeting the Wall Street consensus, held steady from Q4 and gained 5.6% Y/Y. Property-Liability segment underwriting income totaled $4.01B in Q4, up significantly from $1.83B in last year's Q4, as catastrophe losses eased. Protection Auto underwriting income jumped to $1.85B from $603M in Q4. Protection Homeowners underwriting income surged 69.4% from a year ago to $1.81B. Net investment income totaled $892M in Q4, compared with $833M in Q4 2024. Conference call on Feb. 4 at 9:00 a.m. ET. “Fourth‑quarter operating results generated an attractive adjusted net income return on equity and additional deployable capital,” said CFO and President John Dugenske. More on Allstate Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround Allstate: The Turnaround Is Over - The Compounding Is Just Beginning Allstate: Structural Decoupling Of Underwriting Margins From Cyclicality Allstate Q4 2025 Earnings Preview The Allstate Corporation sees November catastrophe losses of $46 million
The Federal Bureau of Investigation has so far been unable to access data from a Washington Post reporter's iPhone because it was protected by Apple's Lockdown Mode when agents seized the device from the reporter's home, the US government said in a court filing. FBI agents were able to access the reporter's work laptop by telling her to place her index finger on the MacBook Pro's fingerprint reade...
The Federal Bureau of Investigation has so far been unable to access data from a Washington Post reporter's iPhone because it was protected by Apple's Lockdown Mode when agents seized the device from the reporter's home, the US government said in a court filing. FBI agents were able to access the reporter's work laptop by telling her to place her index finger on the MacBook Pro's fingerprint reader, however. This occurred during the January 14 search at the Virginia home of reporter Hannah Natanson. As previously reported , the FBI executed a search warrant at Natanson's home as part of an investigation into a Pentagon contractor accused of illegally leaking classified data. FBI agents seized an iPhone 13 owned by the Post, one MacBook Pro owned by the Post and another MacBook Pro owned by Natanson, a 1TB portable hard drive, a voice recorder, and a Garmin watch. Read full article Comments
(RTTNews) - Everest Group, Ltd. (EG), an insurance and reinsurance provider, on Wednesday announced a strong financial performance for the fourth quarter of 2025. The company reported a net income of $446 million, marking a significant turnaround from the net loss of $593 million in the same quarter of 2024. Earnings per share stood at $10.77, compared to a loss per share of $13.96 a year earlier....
(RTTNews) - Everest Group, Ltd. (EG), an insurance and reinsurance provider, on Wednesday announced a strong financial performance for the fourth quarter of 2025. The company reported a net income of $446 million, marking a significant turnaround from the net loss of $593 million in the same quarter of 2024. Earnings per share stood at $10.77, compared to a loss per share of $13.96 a year earlier. Revenues for the quarter totaled $4.42 billion, a slight decrease from $4.64 billion in the prior-year period. This decline was primarily due to lower investment gains, while premiums earned edged down to $3.86 billion from $3.93 billion. For the full year 2025, Everest Group reported net income of $1.59 billion, up from $1.37 billion in 2024. Earnings per share increased to $37.80 from $31.78 in the previous year. Annual revenues grew to $17.50 billion from $17.28 billion, supported by higher net investment income. EG closed trading on Wednesday at $333.42, up $3.59 or 1.09 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Google’s parent company, Alphabet, has earned more than $400 billion in annual revenue for the first time. The company announced the milestone as part of its Q4 202...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Google’s parent company, Alphabet, has earned more than $400 billion in annual revenue for the first time. The company announced the milestone as part of its Q4 2025 earnings report released on Wednesday, which highlights the 15 percent year-over-year increase as its cloud business and YouTube continue to grow. As noted in the earnings report, Google’s Cloud business reached a $70 billion run rate in 2025, while YouTube’s annual revenue soared beyond $60 billion across ads and subscriptions. Alphabet CEO Sundar Pichai told investors that YouTube remains the “number one streamer,” citing data from Nielsen. The company also now has more than 325 million paid subscribers, led by Google One and YouTube Premium. In addition to surging revenue and subscribers, Google reported that its Gemini AI app surpassed 750 million users following the launch of its Gemini 3 model in November, marking a 100 million increase. Gemini 3 continues to dominate the AI industry, with a custom version of the AI model set to power a more personalized version of Apple’s Siri. Additionally, Pichai noted that Google Search saw more usage over the past few months “than ever before,” adding that daily AI Mode queries have doubled since launch. Google will soon take advantage of the popularity of its Gemini app and AI Mode, as it plans to build an agentic checkout feature into both tools.
Super Micro Computer (NASDAQ:SMCI) , high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors responded to a blowout fiscal Q2 driven by AI infrastructure demand and raised revenue guidance while continuing to weigh ongoing margin pressures and risk factors. Commentary pointed to “blockbuster” AI-server results and a higher full-year outlook as key dr...
Super Micro Computer (NASDAQ:SMCI) , high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors responded to a blowout fiscal Q2 driven by AI infrastructure demand and raised revenue guidance while continuing to weigh ongoing margin pressures and risk factors. Commentary pointed to “blockbuster” AI-server results and a higher full-year outlook as key drivers, and investors are watching how management executes on aggressive growth plans while stabilizing gross margins and customer concentration. Trading volume reached 115 million shares, coming in about quadruple its three-month average of 29 million shares. Super Micro Computer IPO'd in 2007 and has grown 3,754% since going public. S&P 500 (SNPINDEX:^GSPC) slipped 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 1.51% to finish Wednesday’s session at 22,905. Within technology hardware, storage & peripherals, Hewlett Packard Enterprise (NYSE:HPE) closed at $23.25, gaining 6.75%, and Dell Technologies (NYSE:DELL) finished at $122, up 4.14%, underscoring strength across server-focused peers. Continue reading
00:00 Speaker A in terms of uh Gemini adoption and how, uh, you know, what this moment means for SAS, etc. 00:06 Speaker A Look, at least from my my vantage point, you know, I definitely uh see, uh we have very, very uh good SAS customers uh who are leaders in their respective categories. 00:19 Speaker A And what I see the successful companies doing is they are definitely incorporating Gemini deep...
00:00 Speaker A in terms of uh Gemini adoption and how, uh, you know, what this moment means for SAS, etc. 00:06 Speaker A Look, at least from my my vantage point, you know, I definitely uh see, uh we have very, very uh good SAS customers uh who are leaders in their respective categories. 00:19 Speaker A And what I see the successful companies doing is they are definitely incorporating Gemini deeply in, um, you know, critical workflows, be it on improving their product experience and driving growth or using it to drive efficiency uh within their organizations. 00:39 Speaker A And I think, uh I I think it is an enabling tool, just like it has been an enabling tool for us across our products and services, be it search, YouTube, etc. I think the companies who are uh, you know, seizing the moment, I think have the same opportunity ahead. 00:53 Speaker A And uh at least we are excited about the partnerships we have there and and and the momentum, if I look at it in terms of their tokens usage, etc., the growth has been very robust uh in Q4.
Key Points Micron is a leader in the hot DRAM market. Sandisk is a pure-play way to invest in the surging NAND market. 10 stocks we like better than Micron Technology › The hottest segment of the market right now is memory stocks. This once cyclical industry is now entering a supercycle and is one of the most intriguing ways to play artificial intelligence (AI). The memory market is on fire The me...
Key Points Micron is a leader in the hot DRAM market. Sandisk is a pure-play way to invest in the surging NAND market. 10 stocks we like better than Micron Technology › The hottest segment of the market right now is memory stocks. This once cyclical industry is now entering a supercycle and is one of the most intriguing ways to play artificial intelligence (AI). The memory market is on fire The memory market is split into two parts: DRAM (dynamic random access memory) and NAND (flash memory). Given its speed, DRAM is used for short-term memory, while NAND tends to be used for long-term storage since it is slower. Both markets face significant supply constraints, which are leading to DRAM and NAND prices skyrocketing. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » For AI chips to perform optimally, they need to be packaged with a special form of DRAM called high-bandwidth memory (HBM). When integrated with HBM, graphics processing units (GPUs) and other AI chips can perform calculations faster because they can quickly store, retrieve, and transfer data using the HBM component. Given the AI infrastructure buildout, HBM, unsurprisingly, is in high demand. Adding to the market dynamics is that HBM uses three to four times the wafer capacity of conventional DRAM. This is causing a supply shortage across the entire DRAM industry, which is leading to soaring prices not just for HBM, but for the entire DRAM market. Flash memory, meanwhile, is also in tight supply. The NAND market became very oversupplied a few years ago, and prices crashed to the point where gross margins turned negative. Given this, memory companies began redirecting resources to other areas, lowering their production capabilities. However, with the rise of AI, demand for massive, high-performance solid-state drives (SSDs) using flash memory to store training data began to skyrocket. W...
3 US Warships Dispatched To Haiti As Part Of Campaign Against Drug Traffickers Authored by Chris Summers via The Epoch Times, Three U.S. warships have been sent to Haiti as part of Operation Southern Spear, a military operation in the Caribbean to counter narcotics trafficking. “At the direction of the Secretary of War [Pete Hegseth], the ships USS Stockdale, USCGC Stone, and USCGC Diligence have ...
3 US Warships Dispatched To Haiti As Part Of Campaign Against Drug Traffickers Authored by Chris Summers via The Epoch Times, Three U.S. warships have been sent to Haiti as part of Operation Southern Spear, a military operation in the Caribbean to counter narcotics trafficking. “At the direction of the Secretary of War [Pete Hegseth], the ships USS Stockdale, USCGC Stone, and USCGC Diligence have arrived in the Bay of Port-au-Prince as part of Operation Southern Spear,” the U.S. Embassy in Haiti posted on X on Feb. 3. The embassy said the presence of the warships reflects the United States’ “unwavering commitment to Haiti’s security, stability, and brighter future.” The USS Stockdale is an Arleigh Burke-class guided-missile destroyer based in San Diego, while USCGC Stone and USCGC Diligence are Coast Guard cutters based in North Charleston, South Carolina, and Pensacola, Florida, respectively. “The U.S. Navy and U.S. Coast Guard reaffirm their partnership and support to ensure a safer and more prosperous Haiti,” the U.S. Embassy posted on X. Operation Southern Spear is targeting narco-trafficking and has led to strikes on several drug smuggling boats since September 2025. On Jan. 3, Venezuelan leader Nicolás Maduro was captured and indicted on drug trafficking and other charges. Another boat strike was carried out on Jan. 23, at an undisclosed location, according to U.S. Southern Command. Unrest in Haiti Haiti has been mired in political and economic turmoil since July 2021, when President Jovenel Moïse was assassinated at his home in the Haitian capital, Port-au-Prince, by a group of mercenaries, most of whom were Colombian nationals. Gangs have proliferated and begun to dominate large parts of Haiti, and in May 2025, U.S. Secretary of State Marco Rubio designated two of the largest gangs, Viv Ansanm and Gran Grif, as foreign terrorist organizations. In November 2025, U.S. President Donald Trump published a new National Security Strategy, which calls for expanded n...
The market for artificial intelligence (AI) is a generational investment opportunity. But you don't have to chase risky stocks to earn great returns. Leading semiconductor and software companies are benefiting greatly from growing adoption of AI and can help you earn superior returns over the long term. Here are two reasonably priced AI stocks that can hit new highs in 2025 and for years to come. ...
The market for artificial intelligence (AI) is a generational investment opportunity. But you don't have to chase risky stocks to earn great returns. Leading semiconductor and software companies are benefiting greatly from growing adoption of AI and can help you earn superior returns over the long term. Here are two reasonably priced AI stocks that can hit new highs in 2025 and for years to come. 1. Advanced Micro Devices Shares of Advanced Micro Devices (NASDAQ: AMD) quadrupled in value over the last five years. The company is the second leading supplier of graphics processing units (GPUs), which are required for AI training in data centers. The company has gained significant market share against Intel in recent years, but AMD stock is down about 4% this year and underperforming the S&P 500's 20% increase. However, its latest earnings report shows accelerating growth that could lift the stock in 2025. Revenue grew 18% year over year in the third quarter, but the most telling sign of its momentum is the 17% revenue increase over the previous quarter. The company's data center revenue more than doubled year over year, driven by insatiable demand for AMD's Instinct GPUs and Epyc central processing units (CPUs) for servers. AMD supplies chips for several markets, including video game consoles. Gaming revenue fell 69% over the year-ago quarter, but the momentum in data center and its client segment, including sales of Ryzen desktop processors, is enough to lift the stock next year. Management sees substantial growth opportunities in these markets. It recently announced the acquisition of ZT Systems, which will expand its opportunities in meeting the growing demand for AI infrastructure. Most importantly, the high demand for data center and server chips is benefiting AMD's margins. Adjusted earnings per share were up 33% year over year last quarter, and analysts expect earnings to be up 52% in 2025. AMD shares are not cheap at a forward price-to-earnings (P/E) ratio of 4...
The Treasury Deparment said Wednesday that the Federal Reserve has bought more than $90 billion of short-dated government bills over the past eight weeks.
The Treasury Deparment said Wednesday that the Federal Reserve has bought more than $90 billion of short-dated government bills over the past eight weeks.
Key Points Palantir's fourth-quarter revenue soared 70% year over year. The AI data and analytics company's customer count growth rate slowed in Q4. Shares command a price-to-earnings ratio of about 220. 10 stocks we like better than Palantir Technologies › The sharp gains Palantir Technologies' (NASDAQ: PLTR) shares saw following its earnings report earlier this week proved to be short-lived. In ...
Key Points Palantir's fourth-quarter revenue soared 70% year over year. The AI data and analytics company's customer count growth rate slowed in Q4. Shares command a price-to-earnings ratio of about 220. 10 stocks we like better than Palantir Technologies › The sharp gains Palantir Technologies' (NASDAQ: PLTR) shares saw following its earnings report earlier this week proved to be short-lived. In fact, those gains have now turned to losses, adding to an already bad start to the year for the stock. As of this writing, the stock is trading at a price below where it was before the quarterly update. But should we be surprised? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Yes, the quarter was outstanding in terms of top- and bottom-line growth. Both revenue and profits soared, and the company's top-line growth rate saw a huge acceleration over its already impressive third-quarter growth rate. But there are several red flags -- particularly in the context of the growth stock's incredibly high valuation. Here's a look at two concerning metrics from Palantir's fourth-quarter update. Slowing customer count growth Yes, Palantir's 70% year-over-year revenue growth in the fourth quarter was impressive. Not only was it an acceleration from 63% growth in Q3, but it was accompanied by a surge in profits. The AI data and analytics platform company's net income rose from just $77 million in the year-ago period to about $612 million in Q4. Playing key roles in the quarter's growth were a 137% year-over-year increase in its U.S. commercial revenue and a 66% boost to its U.S. government revenue. But with a valuation of about 222 times earnings, this type of growth should be expected. Even more, the results should be scrutinized for any potential red flags, and I think I see two, with the first being a sharp slowdown in customer count growth. Palantir said that it...
AVGO Stock Jumps to $330 After Hours, As Google Earnings Beat – Is Selling Broadcom Over? Broadcom stock has opened the year under pressure as investors reassess AI-driven valuations and near-term risks, but a boost from Alphabet Written by: Skerdian Meta • • 3 min read • Quick overview Broadcom's stock has faced pressure as investors reassess AI valuations and near-term risks, despite a recent bo...
AVGO Stock Jumps to $330 After Hours, As Google Earnings Beat – Is Selling Broadcom Over? Broadcom stock has opened the year under pressure as investors reassess AI-driven valuations and near-term risks, but a boost from Alphabet Written by: Skerdian Meta • • 3 min read • Quick overview Broadcom's stock has faced pressure as investors reassess AI valuations and near-term risks, despite a recent boost from Alphabet's earnings. Concerns over Broadcom's VMware business and insider selling have added to market caution, highlighting uncertainty in the software segment. While Broadcom reported strong operational performance, the stock's selloff reflects a shift in investor focus towards sustainability and risk-adjusted returns. The company's valuation is being recalibrated as rising AI infrastructure costs and geopolitical risks prompt a more selective approach to AI investments. Broadcom stock has opened the year under pressure as investors reassess AI-driven valuations and near-term risks, but a late boost from Alphabet’s earnings has offered tentative relief after a bruising selloff. A Fragile Opening for an AI Heavyweight Broadcom entered the new year on uncertain footing, with its share price sliding as confidence across the AI semiconductor complex began to fray. After months of near-uninterrupted gains, investors have turned more defensive, questioning how much of the AI opportunity is already priced into leading infrastructure names. Earlier this week, AVGO shares fell sharply, briefly dipping below the psychologically important $300 level and threatening to break the 100-day simple moving average. That move raised concerns that the correction could deepen toward lower support zones near $250. While the stock managed to recover into the close, the episode underscored how fragile sentiment has become. AVGO Chart Daily – The 100 SMA Held As Support A late rebound after markets closed—sparked by strong earnings from Alphabet—helped stabilize Broadcom shares near $330...
QUALCOMM Incorporated (NASDAQ:QCOM - Get Free Report)'s stock price was up 1.2% on Wednesday following a better than expected earnings announcement. The stock traded as high as $153.47 and last traded at $148.89. Approximately 18,318,492 shares were traded during mid-day trading, an increase of 87% from the average daily volume of 9,809,353 shares. The stock had previously closed at $147.18. The w...
QUALCOMM Incorporated (NASDAQ:QCOM - Get Free Report)'s stock price was up 1.2% on Wednesday following a better than expected earnings announcement. The stock traded as high as $153.47 and last traded at $148.89. Approximately 18,318,492 shares were traded during mid-day trading, an increase of 87% from the average daily volume of 9,809,353 shares. The stock had previously closed at $147.18. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.38 by $0.12. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. Get QUALCOMM alerts: Sign Up QUALCOMM Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be issued a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.4%. The ex-dividend date is Thursday, March 5th. QUALCOMM's payout ratio is presently 72.80%. QUALCOMM News Roundup Here are the key news stories impacting QUALCOMM this week: Analyst Ratings Changes Several equities research analysts have issued reports on the company. Sanford C. Bernstein reissued an "outperform" rating and set a $200.00 target price on shares of QUALCOMM in a research note on Monday. Rosenblatt Securities restated a "buy" rating and issued a $225.00 price objective on shares of QUALCOMM in a report on Thursday, November 6th. Zacks Research downgraded shares of QUALCOMM from a "hold" rating to a "strong sell" rating in a research note on Tuesday, January 27th. Bank of America boosted their target price on QUALCOMM from $200.00 to $215.00 and gave the company a "buy" rating in a research report on Thursday, November 6th. Finally, JPMorgan Chase & Co. raised their price target on QUALCOMM from $200.00 to $210.00 and gave the stock an "overw...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Dhrupad Trivedi Chief Financial Officer — Michelle Caron Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $80.4 million for the quarter, up 8.3% year over year, marking a new quarterly record. -- $80.4 million for the quarter, up ...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Dhrupad Trivedi Chief Financial Officer — Michelle Caron Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $80.4 million for the quarter, up 8.3% year over year, marking a new quarterly record. -- $80.4 million for the quarter, up 8.3% year over year, marking a new quarterly record. Full-year revenue -- $290.6 million, representing 11% annual growth. -- $290.6 million, representing 11% annual growth. Adjusted EBITDA -- $24.9 million, or 31% of revenue, for the quarter. -- $24.9 million, or 31% of revenue, for the quarter. Non-GAAP gross margin -- 80.8% in the quarter, consistent with targeted levels of 80%-82%. -- 80.8% in the quarter, consistent with targeted levels of 80%-82%. Operating margin -- 26.6% on a non-GAAP basis for the quarter, reflecting higher R&D investment. -- 26.6% on a non-GAAP basis for the quarter, reflecting higher R&D investment. Net income -- $19.1 million on a non-GAAP basis for the quarter, or $0.26 diluted EPS based on a 72.7 million share count. -- $19.1 million on a non-GAAP basis for the quarter, or $0.26 diluted EPS based on a 72.7 million share count. Free cash flow -- $16 million for the quarter, after $22.7 million in cash from operations and $6.7 million in CapEx. -- $16 million for the quarter, after $22.7 million in cash from operations and $6.7 million in CapEx. Security-led solutions -- Accounted for more than 65% of quarterly revenue, maintaining the company’s strategic target. -- Accounted for more than 65% of quarterly revenue, maintaining the company’s strategic target. Product and service revenue mix -- Product revenue was 61% and service revenue was 39% of total quarterly revenue. -- Product revenue was 61% and service revenue was 39% of total quarterly revenue. Enterprise segment -- Represented 42% of quarterly revenue, with Americas growth outpacing othe...