bo feng/iStock via Getty Images Americold Realty Trust ( COLD ) stock was falling after BofA Securities double downgraded the industrial REIT, citing lower relative total return as compared to REITs. Shares were -4.92% to $12.38 during Thursday morning trading. The stock was cut to Underperform from Buy, with the price objective lowered to $13 from $14. "Recent USDA data shows inventory contractio...
bo feng/iStock via Getty Images Americold Realty Trust ( COLD ) stock was falling after BofA Securities double downgraded the industrial REIT, citing lower relative total return as compared to REITs. Shares were -4.92% to $12.38 during Thursday morning trading. The stock was cut to Underperform from Buy, with the price objective lowered to $13 from $14. "Recent USDA data shows inventory contraction Y/Y, indicating 2026 will likely be another year with limited-to-no demand visibility. To reflect this, we lower our forward AFFO multiple to 11x (from 12x)," said BofA analysts. "We also note the stock is up nearly 30% from its November 2025 trough level. Our $13 PO implies 7% total return potential, which now screens as a relative Underperform vs. our entire REIT coverage universe," said the research note. BofA forecasts COLD earnings growth of -14.7% in 2026 and 1.6% in 2027, vs. 6.0% and 6.7% for REITs in 2026 and 2027, respectively. The rating differs from the average sell-side analysts rating of Buy. Seeking Alpha authors and the Quant Rating system see the stock as Hold.
Image source: The Motley Fool. Thursday, February 5, 2026 at 10:30 a.m. ET CALL PARTICIPANTS Chairman & Chief Executive Officer — Michael L. Baur Senior Executive Vice President & Chief Financial Officer — Stephen T. Jones TAKEAWAYS Net Sales Growth -- Net sales rose 3% year over year in both Specialty Technology Solutions and Intelisys and Advisory segments. -- Net sales rose 3% year over year in...
Image source: The Motley Fool. Thursday, February 5, 2026 at 10:30 a.m. ET CALL PARTICIPANTS Chairman & Chief Executive Officer — Michael L. Baur Senior Executive Vice President & Chief Financial Officer — Stephen T. Jones TAKEAWAYS Net Sales Growth -- Net sales rose 3% year over year in both Specialty Technology Solutions and Intelisys and Advisory segments. -- Net sales rose 3% year over year in both Specialty Technology Solutions and Intelisys and Advisory segments. Specialty Technology Solutions Segment -- Segment net sales expanded 3% year over year and 4% quarter over quarter; gross profit climbed 1% year over year, with recurring gross profit at approximately 18% due to Advantix and DataZoom acquisitions. -- Segment net sales expanded 3% year over year and 4% quarter over quarter; gross profit climbed 1% year over year, with recurring gross profit at approximately 18% due to Advantix and DataZoom acquisitions. Specialty Technology Solutions Profitability -- Adjusted EBITDA margin was 2.8%, negatively impacted by roughly 60 basis points from higher period expenses, including freight and customer-specific bad debt reserve. -- Adjusted EBITDA margin was 2.8%, negatively impacted by roughly 60 basis points from higher period expenses, including freight and customer-specific bad debt reserve. Gross Profit -- Consolidated gross profit increased 1% year over year; gross profit margins were reduced by about 30 basis points from elevated period expenses in the Specialty segment. -- Consolidated gross profit increased 1% year over year; gross profit margins were reduced by about 30 basis points from elevated period expenses in the Specialty segment. Intelisys and Advisory Segment -- Segment net sales rose 3% year over year; gross profit up 3% year over year; adjusted EBITDA margin reached 41% for the period; annual net billings increased to approximately $2.85 billion. -- Segment net sales rose 3% year over year; gross profit up 3% year over year; adjusted EBITDA margi...
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks....
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks. Despite this sharp correction and mounting concerns over capital allocation, several fundamental factors suggest investors might consider holding their positions or waiting for stabilization before making entry decisions in 2026. The company's operational momentum and strategic positioning in AI infrastructure warrant careful evaluation beyond near-term market sentiment. ORCL’s 6-Month Price Performance Zacks Investment Research Image Source: Zacks Investment Research Unprecedented Backlog Signals Long-Term Revenue Visibility Oracle's second-quarter fiscal 2026 results revealed a transformative shift in its business trajectory through an extraordinary expansion in contracted revenues. Remaining Performance Obligations surged 438% year over year to reach $523 billion, representing an addition of $68 billion during the quarter alone. This backlog included major commitments from technology leaders Meta, NVIDIA, and others seeking Oracle's cloud infrastructure for AI workloads. The magnitude of this contracted revenue provides substantial long-term visibility into future performance, with approximately 33% expected to convert into recognized revenues over the next 12 months. Management's forward guidance reflected confidence in converting this substantial backlog into tangible financial results. The company maintained its full-year fiscal 2026 revenue expectation of $67 billion while projecting an additional $4 billion in revenues for fiscal 2027 based on accelerated RPO conversion. This pipeline demonstrates that despite market skepticism surrounding AI infrastructure investm...
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks....
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks. Despite this sharp correction and mounting concerns over capital allocation, several fundamental factors suggest investors might consider holding their positions or waiting for stabilization before making entry decisions in 2026. The company's operational momentum and strategic positioning in AI infrastructure warrant careful evaluation beyond near-term market sentiment. ORCL’s 6-Month Price Performance Image Source: Zacks Investment Research Unprecedented Backlog Signals Long-Term Revenue Visibility Oracle's second-quarter fiscal 2026 results revealed a transformative shift in its business trajectory through an extraordinary expansion in contracted revenues. Remaining Performance Obligations surged 438% year over year to reach $523 billion, representing an addition of $68 billion during the quarter alone. This backlog included major commitments from technology leaders Meta, NVIDIA, and others seeking Oracle's cloud infrastructure for AI workloads. The magnitude of this contracted revenue provides substantial long-term visibility into future performance, with approximately 33% expected to convert into recognized revenues over the next 12 months. Management's forward guidance reflected confidence in converting this substantial backlog into tangible financial results. The company maintained its full-year fiscal 2026 revenue expectation of $67 billion while projecting an additional $4 billion in revenues for fiscal 2027 based on accelerated RPO conversion. This pipeline demonstrates that despite market skepticism surrounding AI infrastructure investments, Oracle has secured c...
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks....
Oracle ORCL shares have plunged 42.8% over the past six months, underperforming the broader Computer and Technology sector’s return of 12.8% and the Computer-Software industry's decline of 25.8%, positioning ORCL among the weaker performers in its peer group. The stock's weakness intensified during January 2026, falling an additional 15.6% amid concerns about capital structure and execution risks. Despite this sharp correction and mounting concerns over capital allocation, several fundamental factors suggest investors might consider holding their positions or waiting for stabilization before making entry decisions in 2026. The company's operational momentum and strategic positioning in AI infrastructure warrant careful evaluation beyond near-term market sentiment. ORCL’s 6-Month Price Performance Zacks Investment Research Image Source: Zacks Investment Research Unprecedented Backlog Signals Long-Term Revenue Visibility Oracle's second-quarter fiscal 2026 results revealed a transformative shift in its business trajectory through an extraordinary expansion in contracted revenues. Remaining Performance Obligations surged 438% year over year to reach $523 billion, representing an addition of $68 billion during the quarter alone. This backlog included major commitments from technology leaders Meta, NVIDIA, and others seeking Oracle's cloud infrastructure for AI workloads. The magnitude of this contracted revenue provides substantial long-term visibility into future performance, with approximately 33% expected to convert into recognized revenues over the next 12 months. Management's forward guidance reflected confidence in converting this substantial backlog into tangible financial results. The company maintained its full-year fiscal 2026 revenue expectation of $67 billion while projecting an additional $4 billion in revenues for fiscal 2027 based on accelerated RPO conversion. This pipeline demonstrates that despite market skepticism surrounding AI infrastructure investm...
mustafaU/iStock via Getty Images Blackstone Secured Lending ( BXSL ) is one of the highest-quality publicly traded business development companies today. When I last covered the company , I rated it a Buy. However, thanks to recent bearishness on private credit and the BDC sector ( BIZD ), the market is finally providing investors a rare opportunity to buy BXSL at a substantial discount to its NAV....
mustafaU/iStock via Getty Images Blackstone Secured Lending ( BXSL ) is one of the highest-quality publicly traded business development companies today. When I last covered the company , I rated it a Buy. However, thanks to recent bearishness on private credit and the BDC sector ( BIZD ), the market is finally providing investors a rare opportunity to buy BXSL at a substantial discount to its NAV. At its stock price of $24.43 at the time of this writing, the stock trades at nearly a 10% discount to its net asset value, which looks highly compelling relative to its history as well as its high-quality underlying portfolio of nearly all first-lien loans with nearly zero nonaccruals. Therefore, today I am upgrading BXSL to Strong Buy While it has not yet reported its Q4 results as of this writing, Blackstone’s president recently stated of their private credit portfolio that, “the difference between the headlines and the reality we see in our portfolio is quite stark.” With this in view, BXSL remains a best-in-class BDC that offers a double-digit dividend yield and typically trades in line with or at a premium to its NAV. Yet today, investors are being given a rare opportunity to buy at a steep discount, making it a very attractive entry point for long-term-oriented income investors. In this article, I will detail why. A Rare Discount To NAV Backed By First-Lien Credit Quality BXSL combines a conservative portfolio posture with a 97.5% allocation to first-lien senior secured loans with a large underwriting platform through the Blackstone ( BX ) credit and insurance platform that gives it access to a large number of investment professionals and proprietary data, as well as world-class deal flow through Blackstone’s investment funds. This is borne out in the very strong underlying performance for BXSL since it went public a number of years ago, as today its loan accruals are at a mere 0.1% on a fair value basis and at cost, which is among the very best in the entire BDC sp...
Goldman Sachs Group is preparing an updated $3.75 billion financing package to back Arclin’s planned purchase of DuPont de Nemours’ ( DD ) aramids unit, with the structure now expected to include a high-yield bond component, Bloomberg News reported Thursday, citing people familiar with the matter. The proposed funding would consist of roughly $2.25 billion of leveraged loans denominated in dollars...
Goldman Sachs Group is preparing an updated $3.75 billion financing package to back Arclin’s planned purchase of DuPont de Nemours’ ( DD ) aramids unit, with the structure now expected to include a high-yield bond component, Bloomberg News reported Thursday, citing people familiar with the matter. The proposed funding would consist of roughly $2.25 billion of leveraged loans denominated in dollars and euros, about $1 billion of privately placed junk bonds, and a $500 million revolving credit facility, the people said. Discussions with investors are under way, and the deal could be launched as early as this week. Goldman had previously explored a different structure when it first tested market interest in September, centered on a $3 billion term loan, a $500 million revolver, and a $250 million delayed-draw facility. Changes to the financing come after Arclin completed its acquisition of Willamette Valley Co., an adhesives manufacturer, and after its private equity sponsor, TJC LP, contributed additional equity toward the DuPont ( DD ) transaction. Proceeds from the debt package are also expected to be used to refinance existing term loans, though final terms remain subject to negotiation. The shift toward bond financing reflects softer conditions in the US leveraged loan market, where recent selling pressure, particularly in software-related debt, has pushed a growing share of loans into distressed levels. A widely followed index of U.S. leveraged loans has recently fallen to a two-month low. Banks have made similar adjustments elsewhere. Earlier this week, lenders reworked the financing for roughly $1.8 billion of debt tied to TreeHouse Foods Inc.’s acquisition by reducing the size of the loan tranche and relying more heavily on high-yield bonds. Arclin agreed in August to buy DuPont’s ( DD ) aramids business for approximately $1.8 billion. The unit produces high-strength fibers used in applications such as body armor and fire-resistant apparel, and the transaction...
JHVEPhoto/iStock Editorial via Getty Images I last wrote about Celestica (NYSE: CLS ) on August 30, 2025. The stock has since increased by 49.62% to $280.99 in January 2026, compared with the S&P 500’s ( SPX ) 8.40% rise. My previous article on this company pointed out that the thesis for investing in Celestica was that its shift from a traditional contract manufacturing Electronics Manufacturing ...
JHVEPhoto/iStock Editorial via Getty Images I last wrote about Celestica (NYSE: CLS ) on August 30, 2025. The stock has since increased by 49.62% to $280.99 in January 2026, compared with the S&P 500’s ( SPX ) 8.40% rise. My previous article on this company pointed out that the thesis for investing in Celestica was that its shift from a traditional contract manufacturing Electronics Manufacturing Services ("EMS") business to a higher-margin Original Design Manufacturing ("ODM") model was more attractive to investors. EMS is a largely commoditized, low-margin business in which Celestica uses its customers' intellectual property to manufacture products for those customers. In contrast, an ODM business model means Celestica integrates its proprietary designs into customers' long-term product strategy. Since switching ODM providers may involve redesigning the customer's product, the ODM strategy has a high switching-cost moat, warranting a higher stock valuation. Celestica’s revenue reporting can be confusing if this is your first time researching the company. Management reports revenue in two segments that don’t exactly fit with its three business models. The first segment, Advanced Technology Solutions ("ATS"), serves HealthTech, Industrial, and Aerospace & Defense industries. It helps develop new products from the initial idea to final delivery, using an end-to-end business model. Celestica uses this approach only in the ATS segment. Celestica website. The second segment, Connectivity & Cloud Solutions ("CCS"), is more complex because it includes both EMS and ODM business models. Celestica calls its ODM business Hardware Platform Solutions ( HPS ). The company does not separately name or report revenue from its EMS model. Celestica 2025 Investor and Analyst Day Presentation. The company's HPS revenue increased 72% year-over-year to $1.4 billion in the fourth quarter of 2025, accounting for 38% of total company revenue, a seven-point increase over 31% of total revenue...
Image source: The Motley Fool. Thursday, February 5, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Nick Pinchuk Chief Financial Officer — Aldo Pagliari Vice President of Investor Relations — Sara Verbsky Takeaways Consolidated Revenue -- $1,231.9 million, up 2.8%, including a 1.4% organic sales increase and $15.6 million favorable foreign currency impact. -- $1,231.9 million, up 2...
Image source: The Motley Fool. Thursday, February 5, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Nick Pinchuk Chief Financial Officer — Aldo Pagliari Vice President of Investor Relations — Sara Verbsky Takeaways Consolidated Revenue -- $1,231.9 million, up 2.8%, including a 1.4% organic sales increase and $15.6 million favorable foreign currency impact. -- $1,231.9 million, up 2.8%, including a 1.4% organic sales increase and $15.6 million favorable foreign currency impact. Diluted EPS -- $4.94, representing a $0.12 increase. -- $4.94, representing a $0.12 increase. Operating Margin -- 21.5%, down 60 basis points, reflecting increased investments in brand building, product development, and unfavorable currency impact. -- 21.5%, down 60 basis points, reflecting increased investments in brand building, product development, and unfavorable currency impact. Financial Services Operating Income -- $34.4 million, up 115%, with $7.7 million benefit from an additional week in the fiscal calendar. -- $34.4 million, up 115%, with $7.7 million benefit from an additional week in the fiscal calendar. Tools Group Sales -- $505.0 million, down $1.6 million or 0.3%, with operating margin rising 10 basis points to 21.2% and gross margin improving 150 basis points to 46.1%. -- $505.0 million, down $1.6 million or 0.3%, with operating margin rising 10 basis points to 21.2% and gross margin improving 150 basis points to 46.1%. Commercial & Industrial (C&I) Sales -- $398.1 million, up $18.9 million or 5%, including $2.8 million organic and $7.9 million from currency translation; Power Tools posted double-digit growth. -- $398.1 million, up $18.9 million or 5%, including $2.8 million organic and $7.9 million from currency translation; Power Tools posted double-digit growth. C&I Operating Income -- $60.6 million, down $2.9 million, margin decreased to 15.2% mainly due to higher material costs and increased sales in lower margin businesses. -- $60.6 million, down $2.9 mil...
is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reporting on wearables, health tech, and more. Before coming to The Verge, she worked for Gizmodo and PC Magazine. Posts from this author will be added to your daily email digest and your homepage feed. Last fall, new Peloton CEO Peter Stern made a bet. The company announced a complete refresh of ...
is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reporting on wearables, health tech, and more. Before coming to The Verge, she worked for Gizmodo and PC Magazine. Posts from this author will be added to your daily email digest and your homepage feed. Last fall, new Peloton CEO Peter Stern made a bet. The company announced a complete refresh of its entire hardware lineup, complete with swivel screens and AI-powered features. Today, the initial results of Stern’s bet are in. In its Q2 2026 earnings call, Stern noted that the hardware refresh hasn’t landed with existing Peloton users, resulting in weaker-than-expected holiday sales during what’s usually Peloton’s strongest quarter. As a result, Peloton stocks fell roughly 20 percent this morning. Peloton also announced its chief financial officer Liz Coddington would be leaving at the end of March. Last week, the company announced yet another round of layoffs, cutting 11 percent of its staff from its engineering and enterprise efforts. The Cross Training series launched in October and included a new Bike, Bike Plus, Tread, Tread Plus, and Row Plus that added swivel screens, cameras for AI-powered strength training feedback, fans, and cushier seats. The new Peloton IQ features also included real-time form correction, analysis, and AI-generated workout routines. However, Peloton also raised prices of the new hardware with the Tread Plus reaching a whopping $6,695. The company also hiked up subscription prices. “Our installed base of equipment is quite durable and member satisfaction is extremely high,” Stern said on the call, explaining why its new. “We believe these factors contribute to a longer upgrade cycle than we had anticipated.” Stern went on to note that sales to new Peloton users met expectations. He also stressed that existing Peloton users did buy new categories of hardware from the Cross Training series (e.g., Bike owners buying a treadmill or rower.) He ...
Medicare Advantage rates may not be going up as much as expected in 2027, and that has investors concerned about CVS Health. Shares of CVS Health (CVS +1.68%) have been declining recently as a potentially lower-than-expected increase in Medicare Advantage rates has investors worried about companies with exposure to health insurance. For CVS, health insurance is indeed a large part of its business ...
Medicare Advantage rates may not be going up as much as expected in 2027, and that has investors concerned about CVS Health. Shares of CVS Health (CVS +1.68%) have been declining recently as a potentially lower-than-expected increase in Medicare Advantage rates has investors worried about companies with exposure to health insurance. For CVS, health insurance is indeed a large part of its business as it owns Aetna, which serves millions of people throughout the country. Is CVS Health stock worth buying right now, on weakness, despite some concerning developments in the healthcare sector, or is it too risky to add it to your portfolio today? Medicare Advantage rates are only one problem for CVS Health The Trump administration has proposed minimal changes to Medicare Advantage rates for 2027, calling for an increase of just 0.09% (analysts were expecting a growth rate between 4% and 6%). More than one-third of CVS' revenue comes from its healthcare benefits segment, which includes Aetna. Potentially crippling its growth in such a significant segment can be particularly problematic for a healthcare company such as CVS, which generally doesn't grow at a fast rate to begin with. In 2024, the company generated nearly $373 billion in revenue, but its year-over-year growth rate was just over 4%. Another problem for the business is that medical costs have been rising, and chipping away at its margins in the process. CVS typically generates single-digit profit margins, leaving little room for error. If costs continue to creep up and there isn't a material increase in sales, then that can spell disaster for its bottom line. In its most recently reported quarter, which ended on Sept. 30, 2025, CVS incurred a net loss of just under $4 billion due to goodwill impairment charges, which totaled $5.7 billion. Expand NYSE : CVS CVS Health Today's Change ( 1.68 %) $ 1.26 Current Price $ 76.50 Key Data Points Market Cap $96B Day's Range $ 75.11 - $ 77.31 52wk Range $ 53.36 - $ 85.15 Vol...
Image source: The Motley Fool. Wednesday, October 30, 2024 at 10 a.m. ET CALL PARTICIPANTS Group Chief Executive Officer — Sergio Ermotti Group Chief Financial Officer — Todd Tuckner Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Profit -- UBS UBS 2.70% ) -- Underlying Revenues -- Increased by 9% year over year, driven by strength in Americas and APAC regions. -- In...
Image source: The Motley Fool. Wednesday, October 30, 2024 at 10 a.m. ET CALL PARTICIPANTS Group Chief Executive Officer — Sergio Ermotti Group Chief Financial Officer — Todd Tuckner Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Profit -- UBS UBS 2.70% ) -- Underlying Revenues -- Increased by 9% year over year, driven by strength in Americas and APAC regions. -- Increased by 9% year over year, driven by strength in Americas and APAC regions. Invested Assets -- Rose 15% year over year to $6.2 trillion. -- Rose 15% year over year to $6.2 trillion. Total Revenues -- $11.7 billion, representing a 9% increase year over year. -- $11.7 billion, representing a 9% increase year over year. Operating Expenses -- Decreased by 4% year over year to $9.2 billion; sequential increase of 2%, or flat excluding FX and variable compensation effects. -- Decreased by 4% year over year to $9.2 billion; sequential increase of 2%, or flat excluding FX and variable compensation effects. Return on CET1 Capital -- 9.4% for the quarter. -- 9.4% for the quarter. Earnings per Share (EPS) -- $0.43 for the quarter. -- $0.43 for the quarter. Purchase Price Allocation (PPA) Adjustments -- Reported PBT included $0.7 billion in core business PPA adjustments and $1.1 billion in integration-related expenses. -- Reported PBT included $0.7 billion in core business PPA adjustments and $1.1 billion in integration-related expenses. Tax Expense -- $502 million, with a 26% effective tax rate. -- $502 million, with a 26% effective tax rate. CET1 Capital Ratio -- 14.3% at quarter-end after voluntary acceleration of transitional capital phaseout, slightly above guidance of 14%. -- 14.3% at quarter-end after voluntary acceleration of transitional capital phaseout, slightly above guidance of 14%. Annualized Gross Cost Saves -- Achieved additional $750 million in the quarter, surpassing the halfway point toward $13 billion goal. -- Achieved additional $750 million in the quarter, surp...
JHVEPhoto/iStock Editorial via Getty Images I've stayed “Neutral” on Amdocs Limited ( DOX ). The company's 1QFY2026 (YE Sep) metrics were better than what analysts hoped for. But I can't get comfortable with its client concentration. The broader software industry is also under pressure from the ongoing debate about AI's impact. DOX's better-than-anticipated turnover and below-consensus “Operating ...
JHVEPhoto/iStock Editorial via Getty Images I've stayed “Neutral” on Amdocs Limited ( DOX ). The company's 1QFY2026 (YE Sep) metrics were better than what analysts hoped for. But I can't get comfortable with its client concentration. The broader software industry is also under pressure from the ongoing debate about AI's impact. DOX's better-than-anticipated turnover and below-consensus “Operating Profit Margin/OPM” for 4QFY25 were detailed in my prior November 17, 2025, write-up . Q1 Earnings And Cash Flow Surpassed Expectations The firm published a 6-K revealing its first-quarter financials on Tuesday, Feb. 3. Its 1QFY26 bottom line was +9% higher YoY at $1.81/share. That was equivalent to a 3% beat, according to S&P Capital IQ consensus. One of the earnings drivers is “a lower-than-expected tax rate” mentioned at the analyst briefing . I think DOX also benefited from becoming leaner and having a lower share count. The group's Oct-Dec '25 OPM of 21.62% represented a +42bps (basis points) year-on-year expansion. DOX's Q1 call remarks highlighted the “ongoing cost and efficiency gains resulting from our continued focus on operational excellence, (and) automation.” This was reflected in a 7% YoY decline in its SG&A costs for the latest three-month period. At the December 2025 “ Nasdaq Investor Conference ,” the company indicated that it wants to “do more with less people” and exit “noncore low-margin businesses.” This makes me optimistic about its profitability prospects. DOX also spent $0.15 billion on buybacks in 1QFY2026. That translated into a 4% contraction in shares outstanding from 113.4 million a year ago to 108.5 million as of the end of Dec 2025. There's room for further repurchases to push up earnings per share. It is authorized to buy another $0.84 billion worth of stock in the future. This cash distribution program with no expiration date allows management to be opportunistic. Separately, DOX reported a Q1 normalized “Free Cash Flow/FCF” amounting to $237...
tumsasedgars/iStock via Getty Images Introduction I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%. After the most recent earnings announcement, my conviction on this name remains as solid as ever, given numerous fresh catalysts that should propel shares higher over the coming y...
tumsasedgars/iStock via Getty Images Introduction I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%. After the most recent earnings announcement, my conviction on this name remains as solid as ever, given numerous fresh catalysts that should propel shares higher over the coming years. Through integrating new models into the core advertising tech stack, along with innovations in the recommendation algorithms that power the firm's platforms, Meta has been able to deliver incredible financial results, and this appears to be just the beginning. My updated DCF model implies that the stock remains undervalued, despite the large capital investments that will be required to remain relevant in the AI landscape. Based on this, I am reiterating my stance that Meta is a BUY. Catalysts Daily active users across Meta's suite of social media apps rose by around 7% YoY to 3.58 billion in Q4 FY25. Perhaps more impressively, ad impressions jumped up around 18% YoY in the most recent quarter. This is partially the result of an intentional shift to redistribute ads through the use of the firm's Lattice and GEM AI models. To provide additional context, Meta is now using a process called sequence learning, which will identify if a user is in a deep flow state (where they are watching long videos without skipping frequently) or more of an active intent state (where users are, for example, browsing through the Marketplace). This redistribution strategy already appears to be working well, as it has helped the company drive a 4x larger revenue impact than simply increasing the number of ads shown to consumers. Instagram Reels was a standout this past quarter, with watch time in the U.S. market rising by an astounding 30% YoY. This was attributable to a couple of new developments, such as the aforementioned sequence learning process, which has made the platform more engaging...
tumsasedgars/iStock via Getty Images Introduction I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%. After the most recent earnings announcement, my conviction on this name remains as solid as ever, given numerous fresh catalysts that should propel shares higher over the coming y...
tumsasedgars/iStock via Getty Images Introduction I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%. After the most recent earnings announcement, my conviction on this name remains as solid as ever, given numerous fresh catalysts that should propel shares higher over the coming years. Through integrating new models into the core advertising tech stack, along with innovations in the recommendation algorithms that power the firm's platforms, Meta has been able to deliver incredible financial results, and this appears to be just the beginning. My updated DCF model implies that the stock remains undervalued, despite the large capital investments that will be required to remain relevant in the AI landscape. Based on this, I am reiterating my stance that Meta is a BUY. Catalysts Daily active users across Meta's suite of social media apps rose by around 7% YoY to 3.58 billion in Q4 FY25. Perhaps more impressively, ad impressions jumped up around 18% YoY in the most recent quarter. This is partially the result of an intentional shift to redistribute ads through the use of the firm's Lattice and GEM AI models. To provide additional context, Meta is now using a process called sequence learning, which will identify if a user is in a deep flow state (where they are watching long videos without skipping frequently) or more of an active intent state (where users are, for example, browsing through the Marketplace). This redistribution strategy already appears to be working well, as it has helped the company drive a 4x larger revenue impact than simply increasing the number of ads shown to consumers. Instagram Reels was a standout this past quarter, with watch time in the U.S. market rising by an astounding 30% YoY. This was attributable to a couple of new developments, such as the aforementioned sequence learning process, which has made the platform more engaging...
Goldwind, a dominant global player, has ranked first in market share for three consecutive years. Photo: VCG The European Union has launched an in-depth investigation into Goldwind Science & Technology Co. Ltd., the world’s largest wind turbine manufacturer, over alleged foreign subsidies, prompting a swift response from Beijing. Announced by the European Commission on Tuesday, this probe marks th...
Goldwind, a dominant global player, has ranked first in market share for three consecutive years. Photo: VCG The European Union has launched an in-depth investigation into Goldwind Science & Technology Co. Ltd., the world’s largest wind turbine manufacturer, over alleged foreign subsidies, prompting a swift response from Beijing. Announced by the European Commission on Tuesday, this probe marks the first time the EU has initiated a dedicated in-depth inquiry into a single Chinese wind power company under its Foreign Subsidies Regulation (FSR). The investigation reflects growing scrutiny of Chinese green technology exports to Europe, following similar probes in the rail and solar sectors.
Company Logo The global cloud OSS/BSS market is projected to grow from USD 46.05 billion in 2026 to USD 59.02 billion by 2032, at a CAGR of 4.2%, driven by the adoption of SDN and NFV technologies. The services segment and hybrid cloud solutions are expected to see the highest growth rates. North America leads growth due to significant 5G investments and a robust digital ecosystem. Key players lik...
Company Logo The global cloud OSS/BSS market is projected to grow from USD 46.05 billion in 2026 to USD 59.02 billion by 2032, at a CAGR of 4.2%, driven by the adoption of SDN and NFV technologies. The services segment and hybrid cloud solutions are expected to see the highest growth rates. North America leads growth due to significant 5G investments and a robust digital ecosystem. Key players like Amdocs, Ericsson, and Oracle are advancing through strategic alliances, enhancing customer experiences and operational efficiencies. The market study offers in-depth analysis of drivers, opportunities, and challenges, supporting informed decision-making for stakeholders. Cloud OSS/BSS Market Cloud OSS/BSS Market · GlobeNewswire Inc. Dublin, Feb. 05, 2026 (GLOBE NEWSWIRE) -- The "Cloud OSS/BSS Market by OSS, BSS - Global Forecast to 2032" has been added to ResearchAndMarkets.com's offering. The cloud OSS/BSS market, valued at USD 46.05 billion in 2026, is anticipated to reach USD 59.02 billion by 2032, reflecting a CAGR of 4.2%. The increased adoption of SDN and NFV is driving demand for cloud OSS/BSS solutions, as communication service providers (CSPs) require agile, programmable platforms to manage virtualized networks. The need for personalized services and bundled offerings propels interest in customized OSS/BSS solutions designed to enhance customer experience. As service portfolios and IT architectures grow in complexity, cloud-native OSS/BSS platforms provide the necessary flexibility, scalability, and automation for efficient service delivery and real-time operations. Prominent market players include Amdocs, Salesforce, NEC, Ericsson, Oracle, Huawei, and others. These companies adopt growth strategies like partnerships, new product launches, and acquisitions to expand their presence in the cloud OSS/BSS market. By component, the services segment is expected to grow with the highest CAGR during the forecast period. This growth is primarily due to CSPs leaning toward...
mesh cube/iStock via Getty Images I Was Wrong On PayPal... For years, I've been consistently wrong about PayPal Holdings' ( PYPL ) price action development. You can see from my coverage history that I upgraded PYPL to "Buy" on a solid risk/reward (it seemed to me so in November 2023 ). And I kept that rating in place up to my most recent update in late October 2025 . Now we can see that PYPL seems...
mesh cube/iStock via Getty Images I Was Wrong On PayPal... For years, I've been consistently wrong about PayPal Holdings' ( PYPL ) price action development. You can see from my coverage history that I upgraded PYPL to "Buy" on a solid risk/reward (it seemed to me so in November 2023 ). And I kept that rating in place up to my most recent update in late October 2025 . Now we can see that PYPL seems to be heading toward its all-time lows, having already broken through its 2017 lows, even though the firm's sales have more than tripled over the past decade. TrendSpider Software, PYPL weekly, notes added PayPal is clearly in a state of crisis - otherwise, it wouldn't have fallen by more than 20% in a single trading session after its Q4 results missed the consensus. Investors' confidence - what has been left after years of PYPL's price action deterioration - is now showing signs of structural impairment, so to speak, as PayPal's signature branded checkout product saw only 1% growth in Q4 compared to 6% in the prior year. A lot of analysts were expecting a 2-3% growth. I'm afraid to imagine what could have happened if PYPL had shown a 1% decline instead of 1% growth - would the stock have halved, or what? Anyway, what made the situation even more complicated for PYPL is the failure of that "turnaround story" under Alex Chriss that I was expecting in my previous articles. And it wasn't just me - all bulls have been waiting for that. But after the Q4 data came out, we found out that the board decided to replace Chriss with Enrique Lores, who was the former board chair and HP Inc. ( HPQ ) from November 2019 to February 2026, according to his LinkedIn page . If we lay out HPQ's total return from 11/01/2019 to 02/01/2026, we'll see that HPQ hasn't brought exciting returns over this period to its shareholders, despite spending a lot on buybacks (just like PYPL has been doing for years). Data by YCharts Note: I took these dates for simplicity - they're not the actual dates of the...
Investing.com -- Uber shares were upgraded to Market Outperform from Market Perform by Citizens analyst Andrew Boone in a note to clients this week, arguing that the company’s long-term autonomous vehicle strategy and valuation outweigh concerns about competitive pressure. The call follows Uber’s fourth-quarter results, which Citizens noted modestly beat expectations, with bookings and EBITDA comi...
Investing.com -- Uber shares were upgraded to Market Outperform from Market Perform by Citizens analyst Andrew Boone in a note to clients this week, arguing that the company’s long-term autonomous vehicle strategy and valuation outweigh concerns about competitive pressure. The call follows Uber’s fourth-quarter results, which Citizens noted modestly beat expectations, with bookings and EBITDA coming in “2% and 1% above consensus.” Despite a slight EBITDA guidance miss for the first quarter, the firm said Uber’s outlook remains fundamentally intact. Boone explained that the upgrade is driven by “better valuation,” even as concerns remain about future competition from Tesla. The note cautioned that Tesla “will be the lowest cost provider amongst robotaxis” and could offer service “with costs significantly lower than that of a human driver” due to its integrated manufacturing and computing capabilities. Citizens expects that competition “to be meaningful in the years to come.” However, the firm cited Uber’s growing network of autonomous vehicle partners as a strategic advantage. Boone wrote that Uber is “doing an exceptional job on building out a strong network of AV partners that it can aggregate in the medium term,” adding that while Uber may eventually need to buy AV technology, it has the capital to pursue acquisitions if necessary. Citizens also expects autonomous vehicles to reduce ride-sharing costs and expand Uber’s total addressable market. The firm set a $100 price target on the stock, saying valuation multiples could rise over time as AV partners demonstrate competitiveness with Waymo and Tesla. Related articles Citizens lifts Uber rating on valuation and AV strategy JPMorgan outlines ten strategic themes that could shape the outlook for 2026 HSBC raises silver price forecasts as market tightness persists
Pfizer stock jumped after a strong earnings beat and positive GLP-1 data, but investors may be overlooking a powerful oncology and AI-driven growth story.
Pfizer stock jumped after a strong earnings beat and positive GLP-1 data, but investors may be overlooking a powerful oncology and AI-driven growth story.
Image source: The Motley Fool. Feb. 5, 2026 at 10 a.m. ET Call participants Chair and Chief Executive Officer — Jennifer Rumsey Chief Financial Officer — Mark Smith Executive Director, Investor Relations — Nicholas Arens Takeaways Revenue -- $8.5 billion for the quarter, up 1% as global power generation, higher pickup volumes, and pricing offset North America truck declines. -- $8.5 billion for th...
Image source: The Motley Fool. Feb. 5, 2026 at 10 a.m. ET Call participants Chair and Chief Executive Officer — Jennifer Rumsey Chief Financial Officer — Mark Smith Executive Director, Investor Relations — Nicholas Arens Takeaways Revenue -- $8.5 billion for the quarter, up 1% as global power generation, higher pickup volumes, and pricing offset North America truck declines. -- $8.5 billion for the quarter, up 1% as global power generation, higher pickup volumes, and pricing offset North America truck declines. EBITDA -- $1.2 billion or 13.5% margin; excluding $218 million in Accelera charges, adjusted EBITDA was $1.4 billion or 16% margin. -- $1.2 billion or 13.5% margin; excluding $218 million in Accelera charges, adjusted EBITDA was $1.4 billion or 16% margin. Full-year revenue -- $33.7 billion, down 1%, as lower North America truck demand outweighed higher power generation and pricing gains. -- $33.7 billion, down 1%, as lower North America truck demand outweighed higher power generation and pricing gains. Full-year EBITDA -- $5.4 billion or 16% of sales; excluding one-time items (net charges, gains, restructuring), underlying EBITDA was a record $5.8 billion or 17.4% margin. -- $5.4 billion or 16% of sales; excluding one-time items (net charges, gains, restructuring), underlying EBITDA was a record $5.8 billion or 17.4% margin. Net earnings -- Quarterly net earnings were $53 million or $4.27 per diluted share; adjusted for Accelera charges, EPS was $5.81. Full-year net earnings were $2.8 billion or $20.50 per diluted share; adjusted, $3.3 billion or $23.78. -- Quarterly net earnings were $53 million or $4.27 per diluted share; adjusted for Accelera charges, EPS was $5.81. Full-year net earnings were $2.8 billion or $20.50 per diluted share; adjusted, $3.3 billion or $23.78. Power systems segment -- Record full-year revenue of $7.5 billion, up 16%, and record EBITDA of 22.7% (up 430 bps), driven by data center demand and improved capacity. -- Record full-year re...
(RTTNews) - South Korean aircraft manufacturer Korea Aerospace Industries Ltd. (047810.KS) on Thursday reported its results for the full year 2025, with profit increasing 8 percent. KAI's net profit totaled 1.859 billion won, up 8 percent from 1.721 billion won a year earlier, the company said in a regulatory filing. Operating profit increased 11.8 percent on-year to 269.2 billion won, while sales...
(RTTNews) - South Korean aircraft manufacturer Korea Aerospace Industries Ltd. (047810.KS) on Thursday reported its results for the full year 2025, with profit increasing 8 percent. KAI's net profit totaled 1.859 billion won, up 8 percent from 1.721 billion won a year earlier, the company said in a regulatory filing. Operating profit increased 11.8 percent on-year to 269.2 billion won, while sales rose 1.7 percent to 3.696 trillion won. For the fourth quarter, the company's net profit surged to 60.6 billion won from 11.8 billion won last year. Operating profit for the quarter was 77 billion won, up 82.7 percent from 42.1 billion won a year ago, while sales rose 34 percent to 1.467 trillion won from 1.095 trillion won. For 2026, KAI said it aims to achieve sales of 5.73 trillion won and new orders worth 10.44 trillion won. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Garrick J. Rochow Executive Vice President and Chief Financial Officer — Rejji P. Hayes Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Adjusted EPS -- $3.61 delivered in 2025, representing over 8% growth from 2024. -- $3.61 delivered in 2025, rep...
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Garrick J. Rochow Executive Vice President and Chief Financial Officer — Rejji P. Hayes Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Adjusted EPS -- $3.61 delivered in 2025, representing over 8% growth from 2024. -- $3.61 delivered in 2025, representing over 8% growth from 2024. 2026 adjusted EPS guidance -- Raised to $3.83–$3.90 per share, signaling 6%-8% growth compared to 2025 results. -- Raised to $3.83–$3.90 per share, signaling 6%-8% growth compared to 2025 results. Dividend policy -- Target payout ratio is approximately 60% in 2026 and 55% over the five-year plan. -- Target payout ratio is approximately 60% in 2026 and 55% over the five-year plan. Five-year customer investment plan -- Increased to $24 billion, up $4 billion from the prior plan, supporting distribution, supply reliability, and regulatory-driven investments. -- Increased to $24 billion, up $4 billion from the prior plan, supporting distribution, supply reliability, and regulatory-driven investments. Electric generation investment -- Raised by approximately $2.5 billion in the updated five-year plan, largely approved through the renewable energy plan. -- Raised by approximately $2.5 billion in the updated five-year plan, largely approved through the renewable energy plan. Electric reliability roadmap -- Capital allocated rose by approximately $1.2 billion versus previous plan, aligning with Michigan Public Service Commission guidance. -- Capital allocated rose by approximately $1.2 billion versus previous plan, aligning with Michigan Public Service Commission guidance. Gas investments -- Increased by roughly $400 million in response to rising transmission demand and system growth. -- Increased by roughly $400 million in response to rising transmission demand and system growth. Rate base growth -- Projected compound annual growth rate (CAGR) o...
Chinnapong/iStock Editorial via Getty Images The cryptocurrency washout deepened with Bitcoin ( BTC-USD ) trading ~8% lower at ~$67K during Thursday morning trading. The digital asset market has shed over $1 trillion in value since January 14, a pace that equates to approximately $45B in losses per day on average. The rapid erosion of market cap reflects broad-based pressure across major cryptocur...
Chinnapong/iStock Editorial via Getty Images The cryptocurrency washout deepened with Bitcoin ( BTC-USD ) trading ~8% lower at ~$67K during Thursday morning trading. The digital asset market has shed over $1 trillion in value since January 14, a pace that equates to approximately $45B in losses per day on average. The rapid erosion of market cap reflects broad-based pressure across major cryptocurrencies, not just bitcoin. Ethereum ( ETH-USD ) was down ~9% to $1.95K, while Ripple ( XRP-USD ) was about 14% lower at $1.29. Solana ( SOL-USD ) was ~9% down to $84.03. The decline, similar to the S&P 500 index and Gold , indicates a macroeconomic-induced pullback. Morgan Stanley's cross-asset signals have turned more cautious in the near term. In a recent note, Morgan Stanley said its proprietary Market Sentiment Indicator has shifted into a negative, or "risk-off," regime, with seven out of ten underlying metrics becoming less supportive. The price declines have caused a long liquidation wave in less than 24 hours, leading to a larger market sell-off. Crypto-linked ETFs impacted include iShares Bitcoin Trust ETF ( IBIT ), Grayscale Bitcoin Trust ETF ( GBTC ), Fidelity Wise Origin Bitcoin Fund ETF ( FBTC ), and Bitwise Bitcoin ETF ( BITB ), among others. Crypto-linked stocks impacted include: Robinhood Markets ( HOOD ) - ~7% down Coinbase Global ( COIN ) - ~9% down Strategy ( MSTR ) - ~13% down Block ( XYZ ) - ~5% down IREN ( IREN ) - ~8% down Circle Internet Group ( CRCL ) - ~7% down Bitmine Immersion Technologies ( BMNR ) - ~9% down Galaxy Digital ( GLXY ) - ~8% down Cipher Mining ( CIFR ) - ~7% down Riot Platforms ( RIOT ) - ~8% down Hut 8 ( HUT ) - ~14% down More on Bitcoin USD Risk-Off Flows And A Tech/AI Panic - Market Reactions Bitcoin Breaks $80,000; Altcoins Suffer - BTC, ETH And SOL Outlook How U.S. Trade Policy Could Delay Bitcoin's Reversal Bitcoin selloff intensifies as the cryptocurrency drops 8% Bitcoin’s price target at zero
OpenAI (OPAI.PVT) on Thursday its unveiled its new Frontier platform for enterprise customers, the latest in a series of AI moves that have shaken the broader software industry in recent days. Frontier is designed to allow customers to build and deploy AI agents that can work with a company's existing software rather than forcing them to abandon the technology they already use. According to OpenAI...
OpenAI (OPAI.PVT) on Thursday its unveiled its new Frontier platform for enterprise customers, the latest in a series of AI moves that have shaken the broader software industry in recent days. Frontier is designed to allow customers to build and deploy AI agents that can work with a company's existing software rather than forcing them to abandon the technology they already use. According to OpenAI, Frontier connects disparate data sources across various enterprise applications that businesses use, then allows them to take actions on the information including working with files, using different tools, or running code. OpenAI says HP (HPQ), Intuit (INTU), Oracle (ORCL), State Farm, Thermo Fisher (TMO), and Uber (UBER) are the first companies to adopt Frontier, while BBVA (BBVA), Cisco (CSCO), and T-Mobile (TMUS) have piloted the platform. The move is part of OpenAI's effort to expand its enterprise presence, giving it additional revenue streams to help finance its growth. The company says more than 1 million businesses are already using its broader suite of software offerings. FILE PHOTO: OpenAI CEO Sam Altman speaks to media following a Q&A at the OpenAI data center in Abilene, Texas, U.S., September 23, 2025. REUTERS/Shelby Tauber/Pool/File Photo · REUTERS / Reuters OpenAI's news comes amid a broad rout in software stocks that has sent valuations plummeting on fears that the new crop of AI-powered systems will supplant traditional players in the space. It also cut short a brief reprieve for some of the most impacted software stocks, which took another nosedive after OpenAI's announcement hit the wires. Salesforce (CRM) stock fell more than 3%, while Thomson Reuters (TRI) was off 4.6%. Intuit (INTU) and SAP (SAP) stock dropped back near the flat line after starting the trading day in the positive. The software sell-off began after OpenAI rival Anthropic (ANTH.PVT) introduced a series of plugins for its new Cowork platform that allow AI agents to perform tasks across ...
Pirelli & C. SpA ’s board rejected a proposal by its largest shareholder to spin off its Cyber Tyre activities at a directors’ meeting on Thursday, according to a statement confirming an earlier Bloomberg News report. Chief Executive Officer Andrea Casaluci told the board the plan would undermine the group’s integrated model, restrict access to key patents and weaken technological development, ero...
Pirelli & C. SpA ’s board rejected a proposal by its largest shareholder to spin off its Cyber Tyre activities at a directors’ meeting on Thursday, according to a statement confirming an earlier Bloomberg News report. Chief Executive Officer Andrea Casaluci told the board the plan would undermine the group’s integrated model, restrict access to key patents and weaken technological development, eroding its competitive edge. A majority of directors voted in favor of Casaluci’s assessment, while those appointed by China’s Sinochem Group voted against. The decision underscores the hardening rift between Pirelli’s Italian management and Sinochem, which owns a 34% stake in the company. Last year, the board said Sinochem had lost control of the company after the application of Italian rules to limit foreign influence over strategic assets. The Cyber Tyre unit designs connected-vehicle technologies that embed sensors in tires and transmit sensitive real-time data. It’s a key area for growth at Pirelli, but it has been under the scrutiny of US authorities because of the Italian tiremaker’s Chinese investors. Sinochem’s spin-off proposal is aimed at carving out US activities to respond to Washington’s national security rules on connected vehicles. Pirelli generates more than 20% of its revenue in the US. Camfin, the investment vehicle of Executive Vice Chairman Marco Tronchetti Provera and Pirelli’s second-largest shareholder, had already rejected the proposal last week, ahead of the board meeting. Read More: Pirelli’s Chinese Investor Shuns Blind Trust Option for Stake
QuantumScape (NASDAQ: QS) is nearing a critical execution phase as solid-state battery development moves toward pilot production. The upside is significant if commercialization succeeds, but years of delays and rising competition keep the risk profile extremely high. Stock prices used were the market prices of Jan. 27, 2026. The video was published on Feb. 5, 2026. Where to invest $1,000 right now...
QuantumScape (NASDAQ: QS) is nearing a critical execution phase as solid-state battery development moves toward pilot production. The upside is significant if commercialization succeeds, but years of delays and rising competition keep the risk profile extremely high. Stock prices used were the market prices of Jan. 27, 2026. The video was published on Feb. 5, 2026. 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 » Should you buy stock in QuantumScape right now? Before you buy stock in QuantumScape, 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 QuantumScape wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $432,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,067,820!* Now, it’s worth noting Stock Advisor’s total average return is 894% — a market-crushing outperformance compared to 194% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 5, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the aut...