Earnings Call Insights: Weatherford International plc (WFRD) Q4 2025 Management View CEO Girish Saligram highlighted sequential revenue growth, improved operating income, and adjusted EBITDA margins "well above 22%" for the quarter, noting, "free cash flow conversion of 76%." He stated, "This performance builds on our confidence in the long-term prospects of the company, which is reflected in the ...
Earnings Call Insights: Weatherford International plc (WFRD) Q4 2025 Management View CEO Girish Saligram highlighted sequential revenue growth, improved operating income, and adjusted EBITDA margins "well above 22%" for the quarter, noting, "free cash flow conversion of 76%." He stated, "This performance builds on our confidence in the long-term prospects of the company, which is reflected in the significant increase of 10% to the dividend." Saligram detailed regional performance: "We delivered 5% sequential revenue growth, driven by higher activity in Latin America, which grew 16% sequentially, led primarily by Mexico and Brazil." He added, "The Middle East, North Africa and Asia region delivered 4% sequential growth, led by Kuwait, Oman, the UAE and Indonesia." The CEO emphasized product line momentum, saying completions have become Weatherford’s largest line, and artificial lift leverages "our international footprint to take our North America expertise and scale it." Saligram announced, "We returned $173 million between dividends and share repurchases" and confirmed a "10%" dividend increase. He also cited new contract wins in wireline (Romania), completions (Kuwait), and 25+ installations of plug-and-play liner systems in Norway. CFO Anuj Dhruv stated, "In the fourth quarter, we generated $222 million of adjusted free cash flow representing a 76.3% adjusted free cash flow conversion, significantly boosted by collections from a key customer in Mexico." Dhruv noted, "Net working capital as a percentage of revenue was 28.9% in 2025 versus 24.5% in 2024, an increase of approximately 450 basis points. However, this number is expected to improve as the pending collections materialize." Dhruv reported a total restructuring and severance charge of "$58 million for full year 2025" and said, "CapEx was $51 million versus $44 million in the third quarter. For the full year, CapEx was $226 million, or 4.6% of revenues." Dhruv highlighted, "During the year, we successfully e...
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Earnings Call Insights: A10 Networks (ATEN) Q4 2025 Management View Dhrupad Trivedi, President & CEO, reported that A10 achieved record quarterly and full-year revenue, citing "sustained investment in environment supporting AI-driven workloads" as a key contributor. Trivedi stated, "For the full year, revenue grew 11% year-over-year, outpacing growth rates across much of our competitive landscape ...
Earnings Call Insights: A10 Networks (ATEN) Q4 2025 Management View Dhrupad Trivedi, President & CEO, reported that A10 achieved record quarterly and full-year revenue, citing "sustained investment in environment supporting AI-driven workloads" as a key contributor. Trivedi stated, "For the full year, revenue grew 11% year-over-year, outpacing growth rates across much of our competitive landscape and underscoring the increasing relevance of our portfolio with customers." He highlighted that security-led solutions now comprise 65% of total revenue, reaching the company’s long-term target, and pointed to wins with a global data and analytics software provider and a large global airline as representative of demand for A10’s solutions. Trivedi noted, "We have reallocated our research and development budgets, focusing on accelerating some of our future AI-related solutions and integrating AI across all our offerings, supporting current and future growth." Michelle Caron, Chief Financial Officer, stated, "Fourth quarter revenue grew 8.3% to $80.4 million. This was a record revenue level for A10." She reported product revenue at $48.8 million, up 13% year-over-year, and service revenue at 39% of total revenue. Caron also noted, "Our non-GAAP gross margin was 80.8%, in line with our stated goals of 80% to 82%. Operating expenses were $43.6 million with an operating margin of 26.6%, reflecting increased investments mainly in R&D." Outlook Trivedi stated, "On a full year basis for 2026, we expect to deliver both top and bottom line growth, including revenue growth of 10% to 12% over 2025 levels." He further noted expectations for "non-GAAP gross margin in line with historical trends and within our stated business model goals of 80% to 82% while navigating input cost pressures." Management expects to "expand our net and EBITDA margins from current levels," with EPS growth projected to "exceed our revenue growth rate." There was no explicit numerical guidance in the prior quart...
photovs/iStock via Getty Images Blue Bird Corp. ( BLBD ) shares rose 4.2% in extended trading Wednesday after the school bus maker reported quarterly results that beat Wall Street estimates and raised its full-year profitability outlook. Adjusted earnings of $1.00 a share for the fiscal first quarter beat analysts’ estimates of $0.80 a share. Revenue increased 6.1% from a year earlier to $333.1 mi...
photovs/iStock via Getty Images Blue Bird Corp. ( BLBD ) shares rose 4.2% in extended trading Wednesday after the school bus maker reported quarterly results that beat Wall Street estimates and raised its full-year profitability outlook. Adjusted earnings of $1.00 a share for the fiscal first quarter beat analysts’ estimates of $0.80 a share. Revenue increased 6.1% from a year earlier to $333.1 million, topping the consensus estimate of $325.7 million. Net income rose to $30.8 million, or $0.94 a share, from $28.8 million, or $0.08 a share, a year earlier. Pricing and mix drive margin expansion Blue Bird ( BLBD ) said higher pricing and favorable customer and product mix helped offset tariff-related cost pressures, lifting profitability during the quarter. “I am incredibly proud of our team in delivering another outstanding quarterly result,” Chief Executive John Wyskiel said in the earnings announcement. The company posted earnings before interest, taxes, depreciation and amortization of $50.1 million, up from $45.8 million a year earlier. The adjusted ebitda margin improved to 15%, reflecting operating leverage and disciplined cost management. Unit sales steady as electric bus deliveries grow Blue Bird ( BLBD ) sold 2,135 buses during the quarter, slightly above the prior year. The company delivered 121 electric-powered buses and ended the period with more than 850 electric vehicles in its firm order backlog, supporting its sales targets for fiscal 2026. Bus sales rose $19.5 million year over year, driven by pricing actions and mix, while parts sales dipped slightly due to channel and product mix changes. Guidance raised for fiscal 2026 Based on the strong start to the year, Blue Bird Corporation ( BLBD ) raised its fiscal 2026 adjusted ebitda guidance to $225 million. The company reaffirmed its expectation for net revenue of about $1.5 billion and reiterated its longer-term goal of achieving more than $2 billion in revenue with an adjusted ebitda margin above 16%...
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) traded down 3% during trading on Wednesday . The company traded as low as $319.07 and last traded at $325.65. 18,027,372 shares traded hands during mid-day trading, an increase of 19% from the average session volume of 15,155,096 shares. The stock had previously closed at $335.75. Get TSM alerts: Sign Up Wall Street Analy...
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) traded down 3% during trading on Wednesday . The company traded as low as $319.07 and last traded at $325.65. 18,027,372 shares traded hands during mid-day trading, an increase of 19% from the average session volume of 15,155,096 shares. The stock had previously closed at $335.75. Get TSM alerts: Sign Up Wall Street Analysts Forecast Growth Several analysts have commented on TSM shares. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an "outperform" rating for the company. Finally, Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a "buy" rating in a report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $381.67. View Our Latest Stock Analysis on TSM Taiwan Semiconductor Manufacturing Stock Performance The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm's 50 day moving average price is $311.88 and its 200-day moving average price is $282.71. The firm has a market capitalization of $1.69 trillion, a PE ratio of 30.58, a price-to-earnings-growth ratio of 0.96 and a beta of 1.31. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quart...
NVIDIA Corporation (NASDAQ:NVDA - Get Free Report)'s share price fell 3.4% on Wednesday . The company traded as low as $171.91 and last traded at $174.19. 203,386,412 shares changed hands during mid-day trading, an increase of 21% from the average session volume of 168,033,641 shares. The stock had previously closed at $180.34. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stor...
NVIDIA Corporation (NASDAQ:NVDA - Get Free Report)'s share price fell 3.4% on Wednesday . The company traded as low as $171.91 and last traded at $174.19. 203,386,412 shares changed hands during mid-day trading, an increase of 21% from the average session volume of 168,033,641 shares. The stock had previously closed at $180.34. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Wall Street Analyst Weigh In A number of research analysts have weighed in on the company. Truist Financial restated a "buy" rating and issued a $275.00 price target on shares of NVIDIA in a research note on Monday, December 29th. President Capital raised their target price on shares of NVIDIA from $240.00 to $245.00 and gave the company a "buy" rating in a research note on Friday, November 28th. Raymond James Financial reaffirmed a "strong-buy" rating on shares of NVIDIA in a research report on Tuesday, January 6th. JPMorgan Chase & Co. reissued a "buy" rating on shares of NVIDIA in a research report on Wednesday, January 21st. Finally, S&P Equity Research restated a "positive" rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $263.98. Get Our Latest Analysis on NVIDIA NVIDIA Stock Down 3.4% The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The stock has a market cap of $4.23 trillion, a P/E ratio of 43.22, a PEG ratio of 0.57 and a beta of 2.31. The firm has a 50-day simple moving average of $184.21 and a two-hundred day simple moving average of $182.77. NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker rep...
The Australian arm of Octopus Energy Group Ltd. will acquire two local battery projects worth more than A$3 billion ($2.1 billion), expanding the UK company’s footprint in a country that’s seeking to rapidly replace its aging coal fleet with clean energy sources. Octopus Australia bought the A$2.4 billion Hanworth Battery Energy Storage System in New South Wales as well as the Dunmore Solar Farm a...
The Australian arm of Octopus Energy Group Ltd. will acquire two local battery projects worth more than A$3 billion ($2.1 billion), expanding the UK company’s footprint in a country that’s seeking to rapidly replace its aging coal fleet with clean energy sources. Octopus Australia bought the A$2.4 billion Hanworth Battery Energy Storage System in New South Wales as well as the Dunmore Solar Farm and Battery project in Queensland, which is worth about $900 million, the company said in a statement. Australia has become a bellwether for the energy transition, as it seeks to replace its rapidly aging coal power stations and meet an ambitious target to more than double renewable energy generation to 82% by 2030. This has helped to drive a boom in batteries, which can soak up surplus electricity generated by the country’s world-leading solar panel fleet through the day and release it in the evening, when demand is highest and output wanes. “Australia still needs new power stations to replace ageing coal plants,” Octopus Australia Chief Executive Officer Sam Reynolds said in the statement. “The difference is that today we can build them using a mix of solar, wind and batteries instead of smokestacks.” Australia’s World-Leading Solar Drives Residential Battery Boom Australia Risks 2035 Climate Goal Without Bigger Emissions Cuts Wild Power Swings Are Driving Australia’s Battery Boom Octopus is seeking new avenues for growth overseas after reporting a full-year loss, which was driven by lower gas consumption and one-time costs. The company, in which Australian utility Origin Energy Ltd. is an investor, took an initial step in spinning off its software unit at an $8.7 billion valuation late last year. The UK firm bought the 1.2-gigawatt Hanworth Battery, which can run for four hours and supply more than half a million homes, from Australian energy developer Enervest, it said. It acquired the 300-megawatt solar farm, linked with a 150 megawatt, two-hour battery, from Samsung C&...
RHJ Rare earth stocks fell across the board Wednesday after the Trump administration proposed the creation of a critical minerals trading bloc with allies that would use tariffs to maintain price floors. Tariffs and price floors would be necessary to prevent China from flooding the market with cheap minerals, Vice President Vance said at an event held at the U.S. State Department. "These reference...
RHJ Rare earth stocks fell across the board Wednesday after the Trump administration proposed the creation of a critical minerals trading bloc with allies that would use tariffs to maintain price floors. Tariffs and price floors would be necessary to prevent China from flooding the market with cheap minerals, Vice President Vance said at an event held at the U.S. State Department. "These reference prices will operate as a floor maintained through adjustable tariffs to uphold pricing integrity," Vance told the meeting of more than 50 foreign ministers that also featured a discussion led by Secretary of State Rubio and an effort to recruit countries to the proposed new protected trade zone. In Wednesday's trading: United States Antimony ( UAMY ) -16.3%, Lightbridge ( LTBR ) -15%, Critical Metals ( CRML ) -13.9%, Energy Fuels ( UUUU ) -12.7%, Oklo ( OKLO ) -12.5%, NioCorp Developments ( NB ) -11.1%, Centrus Energy ( LEU ) -10.4%, Trilogy Metals ( TMQ ) -10.1%, Denison Mines ( DNN ) -10%, Uranium Energy ( UEC ) -9.5%, USA Rare Earth ( USAR ) -9.4%, Nuscale Power ( SMR ) -9.4%, Cameco ( CCJ ) -9%, Northern Dynasty Minerals ( NAK ) -8.8%, TMC the metals company ( TMC ) -8.3%, Ur-Energy ( URG ) -7.8%, NexGen Energy ( NXE ) -7.3%, Nano Nuclear Energy ( NNE ) -6.9%, Lithium Americas ( LAC ) -6.6%, MP Materials ( MP ) -6.3%, Ramaco Resources ( METC ) -5.2%, Westwater Resources ( WWR ) -2.1%. Earlier this week , President Trump unveiled Project Vault, a plan for a strategic U.S. stockpile of rare earth elements to be funded with a $10B loan from the U.S. Export-Import Bank and nearly $1.67B in private capital. The government recently made its fourth direct investment in a U.S. critical minerals producer, extending $1.6B to USA Rare Earth in exchange for stock and a repayment deal. ETFs: ( REMX ), ( XME ), ( LIT ), ( BATT ), ( URA ), ( NLR ), ( URNM ) More on rare earth and strategic metals The Mining And Metals Supercycle- Driven By AI And The Deterioration Of Fiat Currency Va...
Key Points Qualcomm reported first quarter fiscal 2026 financial results after the market closed this afternoon. Management is less optimistic than analysts are about the company's growth in fiscal 2026. The sell-off in Qualcomm stock provides a buying opportunity for patient investors. 10 stocks we like better than Qualcomm › Despite delivering better recent financial results than analysts had ex...
Key Points Qualcomm reported first quarter fiscal 2026 financial results after the market closed this afternoon. Management is less optimistic than analysts are about the company's growth in fiscal 2026. The sell-off in Qualcomm stock provides a buying opportunity for patient investors. 10 stocks we like better than Qualcomm › Despite delivering better recent financial results than analysts had expected, Qualcomm (NASDAQ: QCOM) failed to excite investors with the near-term outlook it shared along with its Q1 2026 earnings report after the bell this afternoon. Shares are consequently tumbling in after-hours trading. As of 5:22 p.m., Qualcomm stock is down 11.7% from its closing price of $148.89 during today's regular market session. 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 » Management sees a rocky 2026 due to the growth of artificial intelligence Qualcomm recognized in its Q1 2026 presentation that data center operators are contending with high demand for memory solutions due to the growth of artificial intelligence. Consequently, it stated that it sees "near-term uncertainty in memory supply and pricing for handset OEMs [original equipment manufacturers]." In addition, Qualcomm asserted, "We have seen several OEMs, especially in China, take actions to reduce their handset build plans and channel inventory." As a result of the market dynamics stemming from the memory shortage, Qualcomm provided a more measured forecast second quarter 2026: revenue of $10.2 billion to $11 billion and adjusted earnings per share (EPS) of $2.45 to $2.65. This guidance reflects a more bearish outlook than the consensus among analysts that Qualcomm will report Q2 2026 revenue of $11.02 billion and adjusted EPS of $2.87. In the first quarter 2026, Qualcomm reported revenue of $12.3 billion, a company record. At the bottom of the income statement, Qualcomm posted a...
Despite delivering better recent financial results than analysts had expected, Qualcomm (NASDAQ: QCOM) failed to excite investors with the near-term outlook it shared along with its Q1 2026 earnings report after the bell this afternoon. Shares are consequently tumbling in after-hours trading. As of 5:22 p.m., Qualcomm stock is down 11.7% from its closing price of $148.89 during today's regular mar...
Despite delivering better recent financial results than analysts had expected, Qualcomm (NASDAQ: QCOM) failed to excite investors with the near-term outlook it shared along with its Q1 2026 earnings report after the bell this afternoon. Shares are consequently tumbling in after-hours trading. As of 5:22 p.m., Qualcomm stock is down 11.7% from its closing price of $148.89 during today's regular market session. 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 » Image source: Getty Images. Management sees a rocky 2026 due to the growth of artificial intelligence Qualcomm recognized in its Q1 2026 presentation that data center operators are contending with high demand for memory solutions due to the growth of artificial intelligence. Consequently, it stated that it sees "near-term uncertainty in memory supply and pricing for handset OEMs [original equipment manufacturers]." In addition, Qualcomm asserted, "We have seen several OEMs, especially in China, take actions to reduce their handset build plans and channel inventory." As a result of the market dynamics stemming from the memory shortage, Qualcomm provided a more measured forecast second quarter 2026: revenue of $10.2 billion to $11 billion and adjusted earnings per share (EPS) of $2.45 to $2.65. This guidance reflects a more bearish outlook than the consensus among analysts that Qualcomm will report Q2 2026 revenue of $11.02 billion and adjusted EPS of $2.87. In the first quarter 2026, Qualcomm reported revenue of $12.3 billion, a company record. At the bottom of the income statement, Qualcomm posted adjusted diluted EPS of $3.50, representing a 3% year-over-year increase. Should investors consider buying Qualcomm stock on the dip? For patient investors, the stock's pullback provides a great buying opportunity. The shortage of memory solutions will not last forever, and it won't irrevocably compro...
Key Points Demand for AMD's chips is rising. But apparently not fast enough. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) sank on Wednesday after the semiconductor designer's growth forecast didn't measure up to investors' sky-high expectations. By the close of trading, AMD's stock price was down more than 17%. Where to invest $1,000 right n...
Key Points Demand for AMD's chips is rising. But apparently not fast enough. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) sank on Wednesday after the semiconductor designer's growth forecast didn't measure up to investors' sky-high expectations. By the close of trading, AMD's stock price was down more than 17%. 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 » AMD's chips are selling well AMD's fourth-quarter revenue climbed 34% year over year to $10.3 billion. The chipmaker's data center sales jumped 39% to $5.4 billion, fueled by rising demand for its EPYC processors and Instinct graphics processing units (GPUs). "Hyperscalers are expanding their infrastructure to meet growing demand for cloud services and AI, while enterprises are modernizing their data centers to ensure they have the right compute to enable new AI workflows," CEO Lisa Su said during a conference call with analysts. AMD also saw solid growth in its client and gaming segment, with revenue rising 37% to $3.9 billion. The company's highly regarded Ryzen processors helped AMD take share from rival Intel in the personal computer (PC) market. AMD's Radeon GPUs were also well received by gaming customers. All told, AMD's adjusted net income increased 42% to $2.5 billion, or $1.53 per share. That was above Wall Street's estimates, which had called for adjusted per-share profits of $1.32. Taking their gains and running Looking ahead to the first quarter, AMD guided for revenue of $9.5 billion to $10.1 billion. The midpoint of that range would be year-over-year growth of over 30%. Investors, apparently, wanted more. Some analysts reportedly wanted AMD to offer an even more aggressive growth forecast, driven by booming AI-related demand. Ultimately, AMD might be a victim of its own success. Prior to today's losses, its stock price had roughly doubled over the past yea...
Key Points After soaring during the COVID-19 pandemic, Chewy stock is now down more than 80% from that peak. This persistent weakness, however, doesn’t reflect the actual sales and earnings growth this company has produced since then. Don’t be surprised if investors start pricing in this continued growth sooner rather than later this year. 10 stocks we like better than Chewy › It's been a tough pa...
Key Points After soaring during the COVID-19 pandemic, Chewy stock is now down more than 80% from that peak. This persistent weakness, however, doesn’t reflect the actual sales and earnings growth this company has produced since then. Don’t be surprised if investors start pricing in this continued growth sooner rather than later this year. 10 stocks we like better than Chewy › It's been a tough past five years for online pet supply store Chewy's (NYSE: CHWY) shareholders. While the stock soared during and because of the onset of the COVID-19 pandemic, it peaked in early 2021. The stock now trades down more than 80% from that high, in fact, after peeling back from a failed recovery effort in 2024. Investors are understandably losing hope. This may be the exact right time to take a fresh look at this scrappy small cap, though. Its growth rate still isn't heroic, but its long-term strategy is undeniably working now, and the company's fiscal results may be on the verge of reaching critical mass. 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 » A slow-growing but increasingly solidified business If you're not familiar with it, Chewy is an online seller of pet food, toys, treats, and even medicine. It's unique within the business, however, in that it's only an e-commerce company ... no brick-and-mortar retail presence. But it works. Although it also obviously competes with Amazon on this front, data from Bloomberg Intelligence indicates Chewy enjoys about the same one-third share of the online pet supply market that Amazon does. It's growing too, even if only modestly. Its fiscal third-quarter revenue of $3.1 billion was up 8.3% year over year, extending a trend and pace that's been in place for some time now. That's not the chief reason Chewy has become such a compelling prospect again, however. The much better bullish argument is that the company has recently worked its way out of the ...
Record Q1 revenue and EPS driven by flagship handsets, automotive, and IoT, but near-term handset growth is constrained by industry-wide memory shortages. Automotive and IoT segments continue to accelerate, while guidance reflects ongoing supply challenges. Based on QUALCOMM Incorporated [QCOM] Q1 2026 Audio Transcript — Feb. 4 2026 Disclaimer
Record Q1 revenue and EPS driven by flagship handsets, automotive, and IoT, but near-term handset growth is constrained by industry-wide memory shortages. Automotive and IoT segments continue to accelerate, while guidance reflects ongoing supply challenges. Based on QUALCOMM Incorporated [QCOM] Q1 2026 Audio Transcript — Feb. 4 2026 Disclaimer