(RTTNews) - Skyworks Solutions, Inc. (SWKS) on Tuesday reported first-quarter net income of $79.2 million or $0.53 per share, compared to $162.0 million or $1.00 per share last year. Adjusted net income for the quarter was $232.2 million or $1.54 per share, compared to $258.3 million or $1.60 per share last year. Revenue for the first quarter was $1.035 billion, down from $1.068 billion last year....
(RTTNews) - Skyworks Solutions, Inc. (SWKS) on Tuesday reported first-quarter net income of $79.2 million or $0.53 per share, compared to $162.0 million or $1.00 per share last year. Adjusted net income for the quarter was $232.2 million or $1.54 per share, compared to $258.3 million or $1.60 per share last year. Revenue for the first quarter was $1.035 billion, down from $1.068 billion last year. "We delivered results above our expectations for the fourth consecutive quarter, with outperformance across revenue, gross margin, and non-GAAP earnings," said Phil Brace, chief executive officer and president of Skyworks. "Mobile exceeded our outlook on the strength of continued healthy sell-through and solid operational execution, while Broad Markets continued to scale with accelerating growth led by Wi-Fi 7 and data center and cloud infrastructure programs." For the second quarter, the company anticipates revenue of $875 million to $925 million, with adjusted earnings per share of $1.04. Skyworks' board of directors also declared a cash dividend on the company's common stock of $0.71 per share. The dividend is payable on March 17, 2026, to stockholders of record at the close of business on February 24, 2026. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (PLTR) is back in the spotlight after fourth quarter results beat Wall Street expectations, with record revenue, sharply higher profitability, and guidance pointing to US$7.18b to US$7.20b in 2026 sales. See our latest analysis for Palantir Technologies. The late...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (PLTR) is back in the spotlight after fourth quarter results beat Wall Street expectations, with record revenue, sharply higher profitability, and guidance pointing to US$7.18b to US$7.20b in 2026 sales. See our latest analysis for Palantir Technologies. The latest results come after a volatile stretch where the 30 day share price return of Palantir is a 12% decline and the year to date share price return is also a 12% decline. However, the 1 year total shareholder return of 42% and very large 3 year total shareholder return highlight how strong longer term momentum has been even with recent pullbacks. If Palantir’s AI driven surge has caught your attention, this could be a good moment to see what else is moving in high growth tech and AI stocks. With record Q4 numbers, sharply higher profits and 2026 sales guidance of about US$7.19b, Palantir now trades after a pullback but with big expectations attached. The key question for investors is whether there is genuine value here or if future growth is already fully priced in. Most Popular Narrative: 38.1% Overvalued According to the most followed narrative, Palantir’s fair value sits at $107.02 versus the last close of $147.76, which puts a clear spotlight on valuation. Palantir remains an exceptional company with groundbreaking technology and a clear mission. I have high conviction in its long-term potential and believe it could evolve into another Salesforce, Oracle, or SAP. However, even when factoring in flawless execution and strong future growth, the stock appears overvalued following recent price surges. Read the complete narrative. Curious what kind of revenue expansion, profit margins, and future earnings multiple are baked into that $107.02 figure, according to BlackGoat? The full narrative lays out a punchy growth roadmap, rich profitability assumptions, and a premium valuat...
Earnings Call Insights: Marathon Petroleum Corporation (MPC) Q4 2025 Management View Maryann Mannen, President, CEO & Chairman, emphasized the company's disciplined planning and operational rigor, noting that "for the full year, we achieved margin capture of 105% and refining utilization of 94%, demonstrating the reliability and competitiveness of our fully integrated value chains." She highlighte...
Earnings Call Insights: Marathon Petroleum Corporation (MPC) Q4 2025 Management View Maryann Mannen, President, CEO & Chairman, emphasized the company's disciplined planning and operational rigor, noting that "for the full year, we achieved margin capture of 105% and refining utilization of 94%, demonstrating the reliability and competitiveness of our fully integrated value chains." She highlighted record adjusted EBITDA in the Midstream segment, totaling nearly $7 billion, and $8.3 billion in cash from operations, with $4.5 billion returned to shareholders via share repurchases and dividends. Mannen introduced Maria Khoury as the new CFO, citing her "operational excellence, cost competitiveness, financial planning and risk management as well as her global background" as valuable additions to the leadership team. Strategic investments for 2026 include a plan to invest roughly $700 million in refining value-enhancing capital, representing a nearly 20% reduction year-over-year. Mannen detailed three new projects: at Garyville, increasing crude throughput by 30,000 barrels per day with a $110 million investment; another Garyville project to yield an additional 10,000 barrels per day of premium gasoline for $50 million; and an El Paso project focused on higher-value products for $30 million. "Across all of these investments, we follow strict capital discipline. We put capital to work where it creates incremental value, and we consistently target returns of 25% or above," Mannen stated. Maria Khoury, Executive VP & CFO, reported, "we reported adjusted earnings per share of $4.07 for the fourth quarter and $10.70 for the full year. Adjusted EBITDA was approximately $3.5 billion for the quarter and $12 billion for the year." She also cited $2.7 billion in quarterly operating cash flow and a $1.4 billion year-over-year increase in adjusted EBITDA, driven primarily by the Refining & Marketing segment. Outlook Mannen stated that global refined product demand is expected to re...
(RTTNews) - Benchmark Electronics Inc (BHE) announced a profit for fourth quarter that Drops, from last year The company's earnings came in at $5.973 million, or $0.17 per share. This compares with $16.222 million, or $0.44 per share, last year. Excluding items, Benchmark Electronics Inc reported adjusted earnings of $25.768 million or $0.71 per share for the period. The company's revenue for the ...
(RTTNews) - Benchmark Electronics Inc (BHE) announced a profit for fourth quarter that Drops, from last year The company's earnings came in at $5.973 million, or $0.17 per share. This compares with $16.222 million, or $0.44 per share, last year. Excluding items, Benchmark Electronics Inc reported adjusted earnings of $25.768 million or $0.71 per share for the period. The company's revenue for the period rose 7.2% to $704.331 million from $656.887 million last year. Benchmark Electronics Inc earnings at a glance (GAAP) : -Earnings: $5.973 Mln. vs. $16.222 Mln. last year. -EPS: $0.17 vs. $0.44 last year. -Revenue: $704.331 Mln vs. $656.887 Mln last year. -Guidance: Next quarter EPS guidance: $ 0.53 To $ 0.59 Next quarter revenue guidance: $ 655 M To $ 695 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - American Financial Group (AFG) revealed a profit for its fourth quarter that Increases, from the same period last year The company's earnings totaled $299 million, or $3.58 per share. This compares with $255 million, or $3.03 per share, last year. Excluding items, American Financial Group reported adjusted earnings of $305 million or $3.65 per share for the period. The company's revenu...
(RTTNews) - American Financial Group (AFG) revealed a profit for its fourth quarter that Increases, from the same period last year The company's earnings totaled $299 million, or $3.58 per share. This compares with $255 million, or $3.03 per share, last year. Excluding items, American Financial Group reported adjusted earnings of $305 million or $3.65 per share for the period. The company's revenue for the period fell 4.0% to $2.063 billion from $2.149 billion last year. American Financial Group earnings at a glance (GAAP) : -Earnings: $299 Mln. vs. $255 Mln. last year. -EPS: $3.58 vs. $3.03 last year. -Revenue: $2.063 Bln vs. $2.149 Bln 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.
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Unilever (LSE:ULVR) is under renewed scrutiny after withdrawing its global pledge to use only cage free eggs in its products. The move has drawn responses from animal welfare and ESG focused groups who track corporate commitments on supply chain standards. Separately, Unilever's ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Unilever (LSE:ULVR) is under renewed scrutiny after withdrawing its global pledge to use only cage free eggs in its products. The move has drawn responses from animal welfare and ESG focused groups who track corporate commitments on supply chain standards. Separately, Unilever's CLEAR brand has become the first Official Haircare Partner of Oracle Red Bull Racing in Formula 1. The CLEAR and Oracle Red Bull Racing partnership positions Unilever in front of a global motorsport audience through a high profile sponsorship. For investors watching Unilever's consumer brands, these two developments cut across different parts of the business. The cage free egg decision sits within the group's broader food and refreshment portfolio, while the CLEAR sponsorship is tied to personal care and haircare. Together, they highlight how brand, ESG positioning and marketing choices can influence how LSE:ULVR is perceived by customers and stakeholders. As animal welfare expectations and sports marketing opportunities both evolve, Unilever's actions are likely to be watched closely by ESG focused investors and brand conscious consumers. You may want to pay attention to how the company explains these moves, any updates to its sourcing policies, and how actively it uses the Oracle Red Bull Racing partnership across products and regions. Stay updated on the most important news stories for Unilever by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Unilever. LSE:ULVR Earnings & Revenue Growth as at Feb 2026 How Unilever stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At £50.45 versus a £51.98 analyst target, the share price sits roughly 3% below consensus. ⚖️ Simply Wall St Valuation : Unilever is described as trading close to estimated fair value, so there is no strong val...
(RTTNews) - Columbia Sportswear Company (COLM) released a profit for fourth quarter that Dropped, from last year The company's bottom line came in at $93.16 million, or $1.73 per share. This compares with $102.55 million, or $1.80 per share, last year. The company's revenue for the period fell 1.8% to $1.07 billion from $1.09 billion last year. Columbia Sportswear Company earnings at a glance (GAA...
(RTTNews) - Columbia Sportswear Company (COLM) released a profit for fourth quarter that Dropped, from last year The company's bottom line came in at $93.16 million, or $1.73 per share. This compares with $102.55 million, or $1.80 per share, last year. The company's revenue for the period fell 1.8% to $1.07 billion from $1.09 billion last year. Columbia Sportswear Company earnings at a glance (GAAP) : -Earnings: $93.16 Mln. vs. $102.55 Mln. last year. -EPS: $1.73 vs. $1.80 last year. -Revenue: $1.07 Bln vs. $1.09 Bln last year. -Guidance: Next quarter EPS guidance: $ 0.29 To $ 0.37 Next quarter revenue guidance: $ 747 M To $ 759 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate ab...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate about the pace of services growth and how the Google Gemini partnership and memory costs could shape Apple’s financial profile over time. Read on to see how these shifting assumptions relate to the broader narrative around Apple and how you can keep track of future updates as they are released. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Apple. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms highlight Services as a support for the story, with BofA pointing to App Store revenue that is up 6.3% so far in fiscal Q2 and Goldman Sachs earlier flagging roughly 6% year over year App Store spending growth in December 2025, even as category mix and regional trends vary. JPMorgan, Wedbush and BofA frame the multi year Google Gemini partnership as a positive for Apple Intelligence, with JPMorgan noting that confirmation of the deal increases confidence in Apple Intelligence's roadmap and Wedbush calling it a key step for Apple's AI plans. Evercore ISI raised its Apple price target to US$330 from US$325 in January and cited checks and industry data that support higher revenue and EPS estimates for the December quarter. This feeds into the view that execution around iPhone and Services is a core part of the bull case. Upgrades from Phillip Securities, KGI Securities and Maxim, along with target raises from JPMorgan, Barclays, Rosenblatt and others, underline that a portion of the Street sees Apple as executing well enough on hardware, Services and AI partnerships to justify higher valuation anchors...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate ab...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate about the pace of services growth and how the Google Gemini partnership and memory costs could shape Apple’s financial profile over time. Read on to see how these shifting assumptions relate to the broader narrative around Apple and how you can keep track of future updates as they are released. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Apple. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms highlight Services as a support for the story, with BofA pointing to App Store revenue that is up 6.3% so far in fiscal Q2 and Goldman Sachs earlier flagging roughly 6% year over year App Store spending growth in December 2025, even as category mix and regional trends vary. JPMorgan, Wedbush and BofA frame the multi year Google Gemini partnership as a positive for Apple Intelligence, with JPMorgan noting that confirmation of the deal increases confidence in Apple Intelligence's roadmap and Wedbush calling it a key step for Apple's AI plans. Evercore ISI raised its Apple price target to US$330 from US$325 in January and cited checks and industry data that support higher revenue and EPS estimates for the December quarter. This feeds into the view that execution around iPhone and Services is a core part of the bull case. Upgrades from Phillip Securities, KGI Securities and Maxim, along with target raises from JPMorgan, Barclays, Rosenblatt and others, underline that a portion of the Street sees Apple as executing well enough on hardware, Services and AI partnerships to justify higher valuation anchors...
Seeking Alpha More on Super Micro Computer Super Micro Q2 Preview: What I Need To See To Change My Mind (Rating Downgrade) Super Micro Computer's AI Orders Are There - Delivery Is The Bottleneck (Downgrade) 'Super Micro Computer Is Priced For Failure': Why I Disagree Super Micro Computer soars as Q2 results, guidance top estimates Super Micro Computer Non-GAAP EPS of $0.69 beats by $0.20, revenue ...
Seeking Alpha More on Super Micro Computer Super Micro Q2 Preview: What I Need To See To Change My Mind (Rating Downgrade) Super Micro Computer's AI Orders Are There - Delivery Is The Bottleneck (Downgrade) 'Super Micro Computer Is Priced For Failure': Why I Disagree Super Micro Computer soars as Q2 results, guidance top estimates Super Micro Computer Non-GAAP EPS of $0.69 beats by $0.20, revenue of $12.7B beats by $2.36B
fengdr/iStock via Getty Images NPFI Strategy Nuveen Preferred And Income ETF ( NPFI ) is an actively managed preferred stock ETF launched on 3/5/2024. NPFI has 156 holdings, a 30-day SEC yield of 5.43%, a trailing 12-month yield of 6.32%, a yield-to-worst of 6.48%, and a total expense ratio of 0.56%. Distributions are paid monthly. Preferred stocks have priority over common stocks in the payment o...
fengdr/iStock via Getty Images NPFI Strategy Nuveen Preferred And Income ETF ( NPFI ) is an actively managed preferred stock ETF launched on 3/5/2024. NPFI has 156 holdings, a 30-day SEC yield of 5.43%, a trailing 12-month yield of 6.32%, a yield-to-worst of 6.48%, and a total expense ratio of 0.56%. Distributions are paid monthly. Preferred stocks have priority over common stocks in the payment of dividends and proceeds of liquidation but are generally junior to debt and do not carry voting rights. They are considered hybrid assets, and their price behavior is between stocks and bonds. As described in the prospectus by Nuveen , the fund primarily invests in preferred securities and contingent capital securities. It may also invest up to 20% of its net assets in debt securities (corporate, government, and municipal). At least 25% of assets must be invested in securities issued by financial companies, and at least 40% in dollar-denominated securities of non-U.S. issuers. Up to 50% of assets may be invested in securities rated below investment grade (or non-rated equivalents). The portfolio turnover rate was 28% in the most recent fiscal year. Portfolio The fund has 51.5% of its asset value in securities of non-US issuers. It is mostly invested in securities issued by banks (70.5%). Other sectors are below 10%. Sector breakdown % of assets (Nuveen) The fund has a low aggregate credit risk, with 81.3% of assets in securities with an investment-grade rating (BBB and better per S&P or equivalent). Credit risk rating % of assets (Nuveen) The portfolio is quite concentrated, but risks related to individual companies are moderate. Indeed, the top 10 issuers, all banks, represent 34.4% of asset value, and the heaviest one (French bank BNP Paribas) weighs 4.5%. Top 10 issuers %Weight* BNP PARIBAS 4.50 CITIGROUP 3.85 HSBC 3.67 GOLDMAN SACHS 3.47 SOCIÉTÉ GÉNÉRALE 3.41 UBS 3.29 WELLS FARGO 3.28 BARCLAYS 3.06 BANK OF AMERICA 2.98 COBANK 2.88 Click to enlarge * Issuer weights calc...
standret/iStock via Getty Images Corteva ( CTVA ) shares fell 5.7% in extended trading Tuesday after the agricultural technology company reported fourth-quarter results that matched expectations for adjusted earnings but fell short of Wall Street revenue estimates. Corteva ( CTVA ) reported operating earnings per share of $0.22, in line with consensus estimates. Revenue fell 2% to $3.91 billion, m...
standret/iStock via Getty Images Corteva ( CTVA ) shares fell 5.7% in extended trading Tuesday after the agricultural technology company reported fourth-quarter results that matched expectations for adjusted earnings but fell short of Wall Street revenue estimates. Corteva ( CTVA ) reported operating earnings per share of $0.22, in line with consensus estimates. Revenue fell 2% to $3.91 billion, missing the Wall Street consensus estimate of $4.23 billion. Its net loss deepened to $537 million, or $0.80 a share, from a year-earlier net loss of $50 million, or $0.07 a share. Corteva ( CTVA ) said the quarter was affected by seasonal timing shifts that moved some deliveries into the third quarter of 2025 and the first quarter of 2026, weighing on volume in both seed and crop protection. Total volume declined 5% from a year earlier, while price rose 1%. In seed, net sales fell 2% to $1.74 billion as volume dropped 8%, partly due to North American deliveries shifting into the first quarter because of freight optimization and weather-related delays. In crop protection, net sales slipped 1% to about $2.17 billion, with segment earnings before interest, taxes, depreciation and amortization declining 22% to $360 million as pricing pressure in Latin America and higher costs offset productivity gains. “Our delivery of strong second-half and full-year results reflects continued demand for our differentiated technologies and disciplined execution across the company,” Chief Executive Chuck Magro said in the earnings release. For the full year, Corteva ( CTVA ) reported GAAP income from continuing operations of $1.20 billion, or $1.75 a share, on net sales of $17.40 billion. The company said cash provided by operating activities from continuing operations rose 51% to $3.5 billion, while free cash flow increased 69% to $2.9 billion. Corteva ( CTVA ) also refined its 2026 outlook and said it expects operating earnings before interest, taxes, depreciation and amortization of $4.0 bil...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com (NasdaqGS:AMZN) agreed to a $309 million settlement over alleged issues with its U.S. returns and refund practices, affecting millions of customers. The company announced major layoffs that it links to efficiency gains from AI and automation across parts of its busines...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com (NasdaqGS:AMZN) agreed to a $309 million settlement over alleged issues with its U.S. returns and refund practices, affecting millions of customers. The company announced major layoffs that it links to efficiency gains from AI and automation across parts of its business. Amazon is in preliminary talks about a potential investment of up to $50b in OpenAI, which would be one of its largest commitments to AI to date. For a company that spans ecommerce, cloud computing, digital media, and devices, this combination of consumer, workforce, and AI news puts Amazon.com, Inc. (NasdaqGS:AMZN) under a bright spotlight. Returns handling is central to its retail experience, while job cuts tied to AI are emerging at a sensitive moment for employees across the tech sector. At the same time, a possible multibillion dollar investment in OpenAI would sit alongside existing AI efforts within Amazon Web Services and its consumer platforms. As an investor, you are looking at a company adjusting how it treats customers, how it organizes its workforce, and how it allocates very large amounts of capital to AI. These choices could influence margins, risk exposure, and competitive positioning over time, depending on how the settlement terms, automation efforts, and any OpenAI deal ultimately take shape. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Why Amazon.com could be great value Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At US$242.96 versus a US$296.47 analyst target, the price sits about 22% below consensus. ✅ Simply Wall St Valuation : The shares are described as trading 40.4% below estimated fair value, suggesting a sizable valuation gap. ✅ Recent Momentum...