Netflix has multiple avenues to drive growth for investors. Netflix (NFLX +0.23%) reported another solid quarter of growth, with revenue and earnings per share both up by double-digit percentages year over year. The stock initially dipped on a weaker-than-expected outlook for the first quarter, but this only underscores that investors continue to underestimate the company's opportunities. Manageme...
Netflix has multiple avenues to drive growth for investors. Netflix (NFLX +0.23%) reported another solid quarter of growth, with revenue and earnings per share both up by double-digit percentages year over year. The stock initially dipped on a weaker-than-expected outlook for the first quarter, but this only underscores that investors continue to underestimate the company's opportunities. Management continues to explore multiple avenues to expand the business, including advertising and gaming. Ad revenue more than doubled last year, and gaming could be another huge opportunity. Netflix noted that its gaming investments are yielding positive results, with party-style TV games driving higher engagement. Netflix isn't trying to conquer the gaming market, but management noted that this is a $140 billion market excluding China. It's just scratching the surface of this opportunity. Management noted instances where it is already seeing games extend time spent on the service, ultimately leading to better member retention. Expand NASDAQ : NFLX Netflix Today's Change ( 0.23 %) $ 0.18 Current Price $ 80.12 Key Data Points Market Cap $338B Day's Range $ 79.23 - $ 81.42 52wk Range $ 79.22 - $ 134.12 Volume 15K Avg Vol 46M Gross Margin 48.59 % Games are a way to further distinguish Netflix's platform from competitors', including Alphabet's YouTube, the most-watched video streaming platform. If Netflix can capture more screen time, it will increase the value of its platform for investors and boost its pricing power, potentially boosting long-term revenue and earnings growth. The company's momentum in advertising and gaming is just an example of how Netflix has multiple ways to increase the value of its platform and drive shareholder returns. The dip has brought the stock's valuation down to a reasonable forward price-to-earnings multiple of 27, which looks very attractive against the company's double-digit earnings growth and future opportunities.
(RTTNews) - NetScout Systems Inc (NTCT) reported a profit for its third quarter that Increases, from the same period last year The company's earnings came in at $55.14 million, or $0.75 per share. This compares with $48.81 million, or $0.67 per share, last year. Excluding items, NetScout Systems Inc reported adjusted earnings of $73.75 million or $1.00 per share for the period. The company's reven...
(RTTNews) - NetScout Systems Inc (NTCT) reported a profit for its third quarter that Increases, from the same period last year The company's earnings came in at $55.14 million, or $0.75 per share. This compares with $48.81 million, or $0.67 per share, last year. Excluding items, NetScout Systems Inc reported adjusted earnings of $73.75 million or $1.00 per share for the period. The company's revenue for the period fell 0.5% to $250.68 million from $252.02 million last year. NetScout Systems Inc earnings at a glance (GAAP) : -Earnings: $55.14 Mln. vs. $48.81 Mln. last year. -EPS: $0.75 vs. $0.67 last year. -Revenue: $250.68 Mln vs. $252.02 Mln last year. -Guidance: Full year EPS guidance: $ 2.37 To $ 2.45 Full year revenue guidance: $ 835 M To $ 870 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
An Amazon Go store in New York, US, on Tuesday, Jan. 27, 2026. Michael Nagle | Bloomberg | Getty Images Layoff plans hit their highest January total since the global financial crisis while hiring intentions reached their lowest since the same period, outplacement firm Challenger, Gray & Christmas reported Thursday. U.S. employers announced 108,435 layoffs for the month, up 118% from the same perio...
An Amazon Go store in New York, US, on Tuesday, Jan. 27, 2026. Michael Nagle | Bloomberg | Getty Images Layoff plans hit their highest January total since the global financial crisis while hiring intentions reached their lowest since the same period, outplacement firm Challenger, Gray & Christmas reported Thursday. U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009, while the economy was in the final months of its steepest downturn since the Great Depression. At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger began tracking such data. The crisis recession officially ended in March 2009. With the recent narrative centering on a no-hire no-fire labor market, the Challenger data suggests that the layoff part of the equation could be stepping up. "Generally, we see a high number of job cuts in the first quarter, but this is a high total for January," said Andy Challenger, workplace expert and chief revenue officer for the firm. "It means most of these plans were set at the end of 2025, signaling employers are less-than-optimistic about the outlook for 2026." To be sure, if employers are stepping up plans to furlough workers, it isn't showing up in official government data. Initial jobless claims for the week ended Jan. 24 totaled just 209,000, with the longer-term trend running near its lowest level in two years. However, some high-profile layoff announcements have countered that trend. Amazon, UPS and Dow Inc. recently have announced sizeable job cuts. Indeed, transportation had the highest level from a sector standpoint in January, due largely to plans from UPS to cut more than 30,000 workers. Technology was second on the back of Amazon's announcement to shed 16,000 mostly corporate-level jobs. Planned hiring dropped 13% from January 2025 and was off 49% from December. Ch...
Everbright Digital’s ( EDHL ) board of directors has approved a reverse split of its ordinary shares on a one-for-sixteen basis and a change in par value of its ordinary shares from USD 0.00004 per share to USD 0.00064 par value per share. The shares will begin trading on a post-split basis on February 9, 2026. As a result of the split, the company’s issued and outstanding ordinary shares will be ...
Everbright Digital’s ( EDHL ) board of directors has approved a reverse split of its ordinary shares on a one-for-sixteen basis and a change in par value of its ordinary shares from USD 0.00004 per share to USD 0.00064 par value per share. The shares will begin trading on a post-split basis on February 9, 2026. As a result of the split, the company’s issued and outstanding ordinary shares will be reduced from 26.66M to ~1.66M. EDHL -12.4% premarket to $0.1921 Source: Press Release More on Everbright Digital Holding Limited Seeking Alpha’s Quant Rating on Everbright Digital Holding Limited Financial information for Everbright Digital Holding Limited
P10 ( PX ) is set to acquire Stellus Capital Management, the direct lender specializing in senior secured loans in the lower-middle market. Terms of the transaction were not disclosed. The transaction is expected to close in mid-2026. More on P10 P10, Inc. 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on P10 Historical earnings data for P10 Dividend scorecard for P10 ...
P10 ( PX ) is set to acquire Stellus Capital Management, the direct lender specializing in senior secured loans in the lower-middle market. Terms of the transaction were not disclosed. The transaction is expected to close in mid-2026. More on P10 P10, Inc. 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on P10 Historical earnings data for P10 Dividend scorecard for P10 Financial information for P10
(RTTNews) - Blue Owl Capital Inc. (OWL) revealed a profit for its fourth quarter that Increases, from last year The company's earnings came in at $47.67 million, or $0.07 per share. This compares with $20.74 million, or $0.03 per share, last year. Excluding items, Blue Owl Capital Inc. reported adjusted earnings of $0.07 per share for the period. The company's revenue for the period rose 19.7% to ...
(RTTNews) - Blue Owl Capital Inc. (OWL) revealed a profit for its fourth quarter that Increases, from last year The company's earnings came in at $47.67 million, or $0.07 per share. This compares with $20.74 million, or $0.03 per share, last year. Excluding items, Blue Owl Capital Inc. reported adjusted earnings of $0.07 per share for the period. The company's revenue for the period rose 19.7% to $755.59 million from $631.36 million last year. Blue Owl Capital Inc. earnings at a glance (GAAP) : -Earnings: $47.67 Mln. vs. $20.74 Mln. last year. -EPS: $0.07 vs. $0.03 last year. -Revenue: $755.59 Mln vs. $631.36 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
gremlin/E+ via Getty Images Investment Thesis The last time I wrote about Microsoft Corporation ( MSFT ), in October 2025, I analysed the company’s Q1 numbers and the overall report in detail to identify the factors that could have driven the post-earnings selloff at the time. I had a HOLD rating on the stock. Since the article was published, the stock has tumbled 21.4%, significantly underperform...
gremlin/E+ via Getty Images Investment Thesis The last time I wrote about Microsoft Corporation ( MSFT ), in October 2025, I analysed the company’s Q1 numbers and the overall report in detail to identify the factors that could have driven the post-earnings selloff at the time. I had a HOLD rating on the stock. Since the article was published, the stock has tumbled 21.4%, significantly underperforming the S&P 500, which eked out a 0.32% gain during the same period. MSFT announced its Q2 results last week, and once again, there was a strong negative reaction, sending the stock on a downward spiral despite a strong quarter. In this article, therefore, I analyse why, despite posting a solid quarter, there was such a strong negative reaction. I also look at the company’s overall AI strategy to identify if there have been any negative developments that would have caused such a negative sentiment in the name. A Snapshot of Microsoft's Q2 Earnings Report MSFT had yet another solid quarter, comfortably beating both the top- and bottom-line estimates. More specifically, Q2 revenues came in at $81.3 billion, up 16.7% y/ and beating analyst estimates by $993.7 million. Non-GAAP diluted EPS came in at $4.14, up 21% y/y on a constant currency basis, and beating analyst estimates by $0.22. Operating margins were strong, coming in at 47.1%, which translates to an expansion of 160 bps (or 1.6%) y/y. Sequentially, however, operating margins declined by 190 bps (or 1.9%). The guidance was relatively muted , especially when compared to the previous quarter. While Q3 revenues are expected to grow in the range between 15% and 17%, operating margins are expected to go down marginally on a y/y basis. Gross margins are also expected to be down y/y because of “ continued investments in AI.” Azure growth, sequentially, is expected to be flat to down 1% on a constant current basis. Azure’s Perceived ‘Slow Growth’ Shows Market Disconnect and Overlooks Progress Made by Other AI Tools The primary...
gremlin/E+ via Getty Images Investment Thesis The last time I wrote about Microsoft Corporation ( MSFT ), in October 2025, I analysed the company’s Q1 numbers and the overall report in detail to identify the factors that could have driven the post-earnings selloff at the time. I had a HOLD rating on the stock. Since the article was published, the stock has tumbled 21.4%, significantly underperform...
gremlin/E+ via Getty Images Investment Thesis The last time I wrote about Microsoft Corporation ( MSFT ), in October 2025, I analysed the company’s Q1 numbers and the overall report in detail to identify the factors that could have driven the post-earnings selloff at the time. I had a HOLD rating on the stock. Since the article was published, the stock has tumbled 21.4%, significantly underperforming the S&P 500, which eked out a 0.32% gain during the same period. MSFT announced its Q2 results last week, and once again, there was a strong negative reaction, sending the stock on a downward spiral despite a strong quarter. In this article, therefore, I analyse why, despite posting a solid quarter, there was such a strong negative reaction. I also look at the company’s overall AI strategy to identify if there have been any negative developments that would have caused such a negative sentiment in the name. A Snapshot of Microsoft's Q2 Earnings Report MSFT had yet another solid quarter, comfortably beating both the top- and bottom-line estimates. More specifically, Q2 revenues came in at $81.3 billion, up 16.7% y/ and beating analyst estimates by $993.7 million. Non-GAAP diluted EPS came in at $4.14, up 21% y/y on a constant currency basis, and beating analyst estimates by $0.22. Operating margins were strong, coming in at 47.1%, which translates to an expansion of 160 bps (or 1.6%) y/y. Sequentially, however, operating margins declined by 190 bps (or 1.9%). The guidance was relatively muted , especially when compared to the previous quarter. While Q3 revenues are expected to grow in the range between 15% and 17%, operating margins are expected to go down marginally on a y/y basis. Gross margins are also expected to be down y/y because of “ continued investments in AI.” Azure growth, sequentially, is expected to be flat to down 1% on a constant current basis. Azure’s Perceived ‘Slow Growth’ Shows Market Disconnect and Overlooks Progress Made by Other AI Tools The primary...
neiu20001/iStock Editorial via Getty Images AT&T ( T ), a stock favorite among those who aim to push for dividend yields (currently 4.14%) and consistent income, reported a rare bit of growth in their Q4 earnings report that they delivered last week. As the chart shows below, their earnings were up 21% ($0.52 vs. $0.43) and their revenue was up 4% ($33.5b vs. $32.3b) against the same comparable qu...
neiu20001/iStock Editorial via Getty Images AT&T ( T ), a stock favorite among those who aim to push for dividend yields (currently 4.14%) and consistent income, reported a rare bit of growth in their Q4 earnings report that they delivered last week. As the chart shows below, their earnings were up 21% ($0.52 vs. $0.43) and their revenue was up 4% ($33.5b vs. $32.3b) against the same comparable quarter last year. Both these numbers beat expectations, and the stock is up over 17% over the last five days. This recent quarter compares with last quarter’s report (also shown below) that is much more typical of AT&T’s growth in recent years. That quarter showed no growth in earnings and just 2% growth in sales. Has the growth returned to this former member of the DJIA? Quarterly earnings (MarketSurge) Keep in mind that over the last five years, AT&T’s average annual rate of earnings growth has been -8% per year. That is right, -8% per year. Also, keep in mind that stocks and indexes follow earnings. Earnings grow, and the stock and indexes grow; earnings decline, and stocks and indexes decline. This is one of the most important lessons that investors can learn about stocks and the markets. Why do you think that the S&P 500 has gone from 667 to 6,900 since 2009? Because S&P 500 earnings have gone from $53 per share in 2009 to $273 per share last year! Furthermore, current estimates for the S&P 500 are expected to come in at $311 per share this year and $359 per share next year. Now, back to AT&T, with this recent quarter, attractive dividend yield, and the positive action in the stock, I have decided to take another honest look at the stock of the old telecom powerhouse. After all, it was one of the earliest ‘blue-chip’ stocks, and it spent about 88 years off and on in the DJIA. Now, while it’s no longer one of the Dow’s blue-chip stocks—it was replaced by Apple ( AAPL ) in 2015—the stock remains an institutional favorite to this day. So, I’ve gone through the latest numbe...
Olga Yastremska/iStock via Getty Images The US dollar ( DXY ) is enjoying a firmer tone today against most of the G10 currencies. The consolidative/corrective tone continues. The European Central Bank and the Bank of England meeting outcomes are awaited. Neither central bank will do anything, giving the commentary extra sway. The bar to another ECB rate cut seems high, though headline inflation is...
Olga Yastremska/iStock via Getty Images The US dollar ( DXY ) is enjoying a firmer tone today against most of the G10 currencies. The consolidative/corrective tone continues. The European Central Bank and the Bank of England meeting outcomes are awaited. Neither central bank will do anything, giving the commentary extra sway. The bar to another ECB rate cut seems high, though headline inflation is below target. The Bank of England, on the other hand, is likely to cut rates at least once this year but may not want the market to get too far ahead of it. Equities and bonds are trading with a heavier bias. Tomorrow’s US jobs report has been postponed until next week, but after the ECB and BOE meetings, attention will still turn to the US jobs market. Challenger job cuts, weekly initial jobless claims, and December JOLTS reports are on tap. Mexico’s central bank meets later in the session. It is understood to have entered an extended pause that may extend through midyear. Prices G10 • The euro’s high yesterday was set in early European turnover near $1.1840 (3.5 bln euro options at $1.1850 rolled off yesterday). It was sold to almost $1.1790 a little before midday in NY and to $1.1780 today. Monday’s low, the lowest since January 23, was about $1.1775. There are options for nearly 2.9 bln euros struck at $1.18 that expire today. The euro needs to take out the $1.1760-65 area to signal the next leg lower. • The fear of material intervention to support the yen subsided. The dollar reached JPY156.85 yesterday as it extended its recovery off last week’s low near JPY152.10. Follow-through buying today lifted it to almost JPY157.35. Options for around $790 mln at JPY157 area expire tomorrow. Nearby resistance may be around JPY157.50. • Sterling posted trades on both sides of Tuesday’s range yesterday but failed to settle below its low near $1.3650. Still, it broke down to nearly $1.3555 today, a nine-session low that frayed the 20-day moving average. The next support area may ...
Memory Shortage Fears Spread, Raising Alarm At Qualcomm And Arm Consumers are about to learn that one of the most frustrating side effects of the AI boom will be the "great memory crunch." Surging data center demand is siphoning high-bandwidth memory (HBM) supply away from consumer devices, setting the stage for slower growth across the electronics industry this year. We have been vocal about this...
Memory Shortage Fears Spread, Raising Alarm At Qualcomm And Arm Consumers are about to learn that one of the most frustrating side effects of the AI boom will be the "great memory crunch." Surging data center demand is siphoning high-bandwidth memory (HBM) supply away from consumer devices, setting the stage for slower growth across the electronics industry this year. We have been vocal about this HBM crunch, even citing industry insiders who say shortages are only set intensify. " If you want to buy any consumer goods, PCs, or smartphones ... do it now, " one industry insider told Nikkei Asia last week. Read the report here . On Wednesday, Qualcomm and Arm Holdings also confirmed that the HBM shortage will cap smartphone production and slow near-term growth. For context, Qualcomm is the largest maker of smartphone processors, and Arm derives much of its revenue from royalties on technology used in the industry. " Industrywide, memory shortages and price increases are likely to define the overall scale of the handset industry ," Qualcomm CEO Cristiano Amon told Wall Street analysts on an earnings call. Amon warned that Chinese customers have already said they'll build fewer handsets this year because of this emerging crunch. Last week, Goldman analyst William Chan warned clients: Memory shortage is real and accelerating due to the AI infra demand, leaving a significant shortage for the conventional side of the industry, think smartphones, PCs and other consumer electronics which require high-bandwidth memory: Micron Technology Inc. said an ongoing memory chip shortage has accelerated over the past quarter and will last beyond this year due to a surge in demand for high-end semiconductors required for AI infrastructure. On Friday, Chinese media outlet Jiemian reported that major Chinese smartphone makers including Xiaomi Corp., Oppo and Shenzhen Transsion Holdings Co. are trimming their shipment targets for 2026 due to rising memory costs, with Oppo cutting its forec...
(RTTNews) - Peloton Interactive, Inc. (PTON), an interactive fitness platform, on Thursday initiated guidance for the third quarter and revised annual outlook. For the third quarter of fiscal 2026, the company expects adjusted EBITDA of $120 million to $135 million, with revenue of $605 million to $625 million. For the third quarter of fiscal 2025, Peloton Interactive had reported adjusted EBITDA ...
(RTTNews) - Peloton Interactive, Inc. (PTON), an interactive fitness platform, on Thursday initiated guidance for the third quarter and revised annual outlook. For the third quarter of fiscal 2026, the company expects adjusted EBITDA of $120 million to $135 million, with revenue of $605 million to $625 million. For the third quarter of fiscal 2025, Peloton Interactive had reported adjusted EBITDA of $89.4 million, on revenue of $624 million. For fiscal 2026, Peloton Interactive now anticipates adjusted EBITDA of $450 million to $500 million, higher than the earlier guidance of $425 million to $475 million. For fiscal 2026, the company now projects revenue of $2.40 billion to $2.44 billion, compared with the prior expectation of $2.4 billion to $2.5 billion. For fiscal 2025, PTON had posted adjusted EBITDA of $403.6 million, on revenue of $2.490 billion. PTON was down by 10.15% at $5.31 in the pre-market trade on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - ConocoPhillips (COP) announced its planned 2026 return of capital to shareholders of 45% of CFO. The company said its guidance for 2026 includes capital expenditures of approximately $12 billion and adjusted operating costs of $10.2 billion, consistent with preliminary guidance. The company said it is well positioned to deliver an expected $7 billion in incremental free cash flow by 20...
(RTTNews) - ConocoPhillips (COP) announced its planned 2026 return of capital to shareholders of 45% of CFO. The company said its guidance for 2026 includes capital expenditures of approximately $12 billion and adjusted operating costs of $10.2 billion, consistent with preliminary guidance. The company said it is well positioned to deliver an expected $7 billion in incremental free cash flow by 2029, including $1 billion each year from 2026 through 2028. Ryan Lance, CEO, said: "Looking ahead, we're focused on driving a $1 billion reduction in our capital and costs in 2026, while returning 45% of our CFO to shareholders." The company's 2026 production guidance is 2.33 to 2.36 million barrels of oil equivalent per day, or MMBOED. First-quarter production is expected to be 2.30 to 2.34 MMBOED, inclusive of weather-related downtime. Fourth-quarter earnings were $1.4 billion, or $1.17 per share, compared with $2.3 billion, or $1.90 per share, prior year. Excluding special items, adjusted earnings were $1.3 billion, or $1.02 per share, compared with $2.4 billion, or $1.98 per share. Analysts on average expected the company to report profit per share of $1.10, for the quarter. Analysts' estimates typically exclude special items. Total revenues and other income was was $14.19 billion compared to $14.74 billion, last year. Sales and other operating revenues were $13.39 billion compared to $14.24 billion, prior year. Production for the fourth quarter was 2,320 MBOED, an increase of 137 MBOED from the same period a year ago. After adjusting for impacts from closed acquisitions and dispositions, fourth-quarter production decreased 63 MBOED or 2.6% from the same period a year ago. The company declared a first-quarter ordinary dividend of $0.84 per share payable March 2, 2026, to stockholders of record at the close of business on Feb. 18, 2026. In pre-market trading on NYSE, ConocoPhillips shares are down 0.96% percent to $106.59. For more earnings news, earnings calendar, and ea...
Wachiwit/iStock Editorial via Getty Images Netflix ( NFLX ) shares are continuing to slump, with the stock sitting near new 52-week lows. The declines mirror the broad volatility impacting the major indexes, with much of the tech sphere in a heightened state of fear over the impact of AI . The broader declines could perhaps be viewed with some irony, though that is not necessarily as relevant to N...
Wachiwit/iStock Editorial via Getty Images Netflix ( NFLX ) shares are continuing to slump, with the stock sitting near new 52-week lows. The declines mirror the broad volatility impacting the major indexes, with much of the tech sphere in a heightened state of fear over the impact of AI . The broader declines could perhaps be viewed with some irony, though that is not necessarily as relevant to NFLX, which happens to be caught up in the broader selling pressures. NFLX is currently battling through the politics of the Warner deal, and I expect this to continue through 2026. Having released its expectation-beating Q4 in mid-January, shares are still down about 12% over the last month, with negative sentiment baked into the stock, as investors mount a rotation away from some of the high-flying stocks of recent years. I am bullish on the overall rotation thesis, and I also believe there are opportunities with shares sitting near new 52-week lows. NFLX Stock Key Metrics Shares currently command a forward earnings multiple of 25x. This is right around the average multiple of the broader S&P 500 ( SPY ), though down from NFLX’s five-year average of nearly 40x. Similarly, its enterprise value is about 7x forward sales, below historical averages. Seeking Alpha - Valuation Metrics Of NFLX Stock While the official statistic is a ‘hold’ among the Seeking Alpha (“SA”) community, sentiment is actually more mixed , with a skew towards a ‘buy’ rating. Over the last 30 days, for example, a third of those covering the stock have rated shares as a ‘hold’. However, nearly 50% have rated shares as either a ‘buy’ or a ‘strong buy.’ Seeking Alpha - Ratings Summary Of NFLX Stock This sentiment is echoed by those on Wall Street, who remain bullish and see nearly 40% upside potential in the stock. Given the losses sustained so far, I don’t view this as out of reach, especially if NFLX achieves its desired outcome with the Warner Deal. Seeking Alpha - Wall Street Price Target Of NFLX Stock N...