sanfel Boeing ( BA ) awarded a ~$2.81B hybrid cost-plus-fixed-fee and fixed-price incentive undefinitized contract for F-15 Republic of Korea aircraft upgrades. This contract provides for the design and development of an integrated suite of aircraft systems to support modification of the F-15K aircraft for the Republic of Korea Air Force and Defense Acquisition Program Administration. Work will be...
sanfel Boeing ( BA ) awarded a ~$2.81B hybrid cost-plus-fixed-fee and fixed-price incentive undefinitized contract for F-15 Republic of Korea aircraft upgrades. This contract provides for the design and development of an integrated suite of aircraft systems to support modification of the F-15K aircraft for the Republic of Korea Air Force and Defense Acquisition Program Administration. Work will be performed in St. Louis, Missouri, and is expected to be complete by Dec. 31, 2037. Foreign military sale funds in the amount of $540M are being obligated at the time of award. The Air Force Life Cycle Management Center, Ohio, is the contracting activity. More on Boeing Boeing: The Growth Is Just Starting Boeing Is Flying Steady Into 2026 The Boeing Company (BA) Q4 2025 Earnings Call Transcript Boeing, GE are said to review engine seal issue on 777X as testing continues NASA begins critical fueling test ahead of Artemis II moon flyby
Can Micron Replicate the Nvidia Myth? As the artificial intelligence wave enters its third year, the industry is giving rise to a new gold rush. Generative AI workloads are no longer constrained solely by raw computing power and capacity demands; the new bottleneck facing current AI infrastructure economics is memory. Against this backdrop, Micron Technology is coming into market focus due to its ...
Can Micron Replicate the Nvidia Myth? As the artificial intelligence wave enters its third year, the industry is giving rise to a new gold rush. Generative AI workloads are no longer constrained solely by raw computing power and capacity demands; the new bottleneck facing current AI infrastructure economics is memory. Against this backdrop, Micron Technology is coming into market focus due to its leading position in high-bandwidth memory chips. When OpenAI publicly launched ChatGPT on November 30, 2022, Nvidia’s market capitalization was just $345 billion. Today, the company has become the world’s most valuable publicly traded company, with a market cap soaring to $4.6 trillion. Nvidia’s rise was fueled by its early-mover advantage in the graphics processing unit field, and a similar explosive opportunity is now brewing in the memory market. A Goldman Sachs report released last December predicted that AI-related capital expenditure by hyperscalers could reach $500 billion by 2026. Considering Meta Platforms’ plans to invest up to $135 billion in AI capital expenditure this year, that forecast even appears conservative. While data centers continue to deploy the latest GPUs, accelerators, and networking equipment, another segment within the chip sector is poised for exponential growth. Autonomous AI products, automated systems, and robots are driving the expansion of AI model training and inference deployment. From a budgeting perspective, developers can no longer simply concentrate excessive funds on general-purpose chips. Instead, the expanding AI workloads demand enhanced memory and storage solutions. According to TrendForce forecasts, DRAM and NAND chip prices could rise by 60% and 38%, respectively, in the coming months. This market dynamic gives Micron strong pricing power, as customers scramble to procure high-bandwidth memory solutions to optimize their existing chip stacks. As an industry leader in high-bandwidth memory chips, Micron has achieved nearly a ten...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, respectively. Total revenue grew 15.7% year-...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, respectively. Total revenue grew 15.7% year-over-year, led by iPhone sales increasing 23% and Services growing 13.9%. Meanwhile, gross margins for the quarter were 48.2%, demonstrating a 130 basis point year-over-year improvement and exceeding management’s guidance range. The firm also higglighted how Apple’s supply constraints limited their ability to meet upside in demand, expected to continue into next quarter. “Looking ahead, AAPL guided Mar-qtr revs up +13-16% y/y (vs. street at up ~10%), reflecting ongoing iPhone demand and continued DD Services growth, despite ongoing product supply constraints. Notably, memory headwinds had a minimal impact on GMs in the quarter, though they are expected to have more of a negative impact in the Mar-qtr.” 10 Smartphones with the Best Cameras and Battery Life Noting key points from the EPS call, it noted that it is removing AAPL from their tactical outperform list following its strong beat-and-raise. “We continue to view AAPL as one of our top picks for CY26 and maintain our OP rating and $330 target.” Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally publishe...
In a move to bolster the stability of the property market, Shanghai unveiled a plan to buy second-hand homes for use as public rental housing, with the move timed to coincide with the opening of the city’s annual “two sessions” meetings. With the official launch of a pilot programme on Monday, the city aims to meet rental demand from young residents including college students and new urban arrival...
In a move to bolster the stability of the property market, Shanghai unveiled a plan to buy second-hand homes for use as public rental housing, with the move timed to coincide with the opening of the city’s annual “two sessions” meetings. With the official launch of a pilot programme on Monday, the city aims to meet rental demand from young residents including college students and new urban arrivals. The initiative will roll out first in the downtown districts of Pudong, Jing’an and Xuhui. Backed by China Construction Bank, the move was intended to encourage housing affordability, stimulate market liquidity and shorten wait times for public rental housing, officials said. Advertisement Analysts said such city-level tactics could help stabilise the beleaguered property market in the absence of broader stimulus measures. “While a major [national] policy overhaul is not broadly expected, a steady introduction of targeted measures will be essential to support a recovery in housing sales volumes in the short term,” said Michelle Kwok, head of Asia real estate and Hong Kong equity research at HSBC. Advertisement Each of the three Shanghai districts had already formulated a work plan based on actual conditions, officials said. Priority for acquisition would be given to homes in prime locations, with clear property rights, small to medium-sized layouts and owners who were motivated to trade in, they added.
(RTTNews) - Sartorius (SRT3.DE, SRT.DE) reported that its fiscal 2025 net profit was 155 million euros, an increase of 84.3% from last year. Underlying net profit was up 18.2 percent to 331 million euros from 280 million euros in 2024. Underlying earnings per ordinary share rose to 4.78 euros from 4.05 euros. According to preliminary figures, sales revenue increased 7.6 percent in constant currenc...
(RTTNews) - Sartorius (SRT3.DE, SRT.DE) reported that its fiscal 2025 net profit was 155 million euros, an increase of 84.3% from last year. Underlying net profit was up 18.2 percent to 331 million euros from 280 million euros in 2024. Underlying earnings per ordinary share rose to 4.78 euros from 4.05 euros. According to preliminary figures, sales revenue increased 7.6 percent in constant currencies to 3.5 billion euros. Reported growth was 4.7 percent, for the period. For fiscal 2026, Sartorius expects its profitable growth trajectory to continue. Management expects sales revenue growth in constant currencies to be between around 5 and 9 percent. The underlying EBITDA margin is projected to increase to slightly above 30 percent. At previous close, Sartorius preferred share was trading at 234.80 euros, down 0.4%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
alejomiranda/iStock Editorial via Getty Images Gran Tierra Energy ( GTE ) ( GTE:CA ) is attempting to manage its debt situation with a note exchange that will push out the final maturity date by two years. This would improve its ability to deal with its significant debt burden (which currently includes $502 million in debt becoming due in 2028 and 2029 as part of its $657 million in net debt). Gra...
alejomiranda/iStock Editorial via Getty Images Gran Tierra Energy ( GTE ) ( GTE:CA ) is attempting to manage its debt situation with a note exchange that will push out the final maturity date by two years. This would improve its ability to deal with its significant debt burden (which currently includes $502 million in debt becoming due in 2028 and 2029 as part of its $657 million in net debt). Gran Tierra could also use significantly improved oil prices. Although it aims to generate $75 million to $150 million in free cash flow per year (from 2027 onward) at $70 Brent oil, its debt-to-PD-PV-10 ratio is also fairly high at oil prices around that level. I estimate Gran Tierra's after-tax PD PV-10 at around $850 million at current 2026 strip prices and then low-$70s Brent after that. I am "N eutral" on Gran Tierra currently, with its enterprise value being pretty close to that $850 million amount. It does have significant upside with higher oil prices ($80+ Brent should be good for it), but its debt continues to be a major concern otherwise. Debt Exchange And Other Moves Gran Tierra is attempting to exchange its 9.5% secured notes due 2029 for new 9.5% secured notes due 2031. Notes that are tendered by the early participation deadline will get total consideration equal to the amount of note principal tendered in the form of cash plus new notes. There is an 80% minimum participation level (by the early participation deadline) for the exchange to go ahead. At that 80% participation level, the consideration would be 17.45% cash and 82.55% new notes due in 2031. At 100% participation level, the consideration would be 19.195% cash and 80.805% new notes. Note Exchange Consideration (grantierra.com (Press Release Around Note Exchange)) It appears that Gran Tierra is paying for the cash consideration in this offer with the help of a new oil prepayment agreement that matures in 2029 and carries an interest rate of SOFR + 5.0%. Gran Tierra also expects to terminate its Colombian...
Nintendo Co. reported a smaller-than-expected quarterly profit gain despite solid sales of the Switch 2, fueling concern about the rising cost of memory chips. Profit rose a smaller than expected 23% to ¥155.21 billion ($998.5 million) in the December quarter, compared with the average of analyst estimates for ¥180.7 billion. Sales came to ¥806.32 billion, versus analysts’ estimated ¥815.7 billion...
Nintendo Co. reported a smaller-than-expected quarterly profit gain despite solid sales of the Switch 2, fueling concern about the rising cost of memory chips. Profit rose a smaller than expected 23% to ¥155.21 billion ($998.5 million) in the December quarter, compared with the average of analyst estimates for ¥180.7 billion. Sales came to ¥806.32 billion, versus analysts’ estimated ¥815.7 billion. The company kept its full-year guidance for ¥2.25 trillion in revenue and ¥370 billion in operating profit, as well as Switch 2 unit sales of 19 million. Nintendo sold 17.37 million Switch 2 units through December. After scoring a record-setting debut for the Switch 2 last year, the Kyoto-based company now faces surging memory prices that are threatening the console’s already razor-thin margins. Chipmakers have been allocating more resources to far more lucrative advanced memory needed in AI data centers, raising the risk that Nintendo may struggle to even secure enough chips to manufacture the console, according to research firm TrendForce. Read more: Nintendo Switch 2’s Strength Threatened by Memory ‘Horror Show’ This year is pivotal for the new console’s long-term growth, as the size of its installed base will determine how much attention it attracts from third-party developers and gamers in the years that follow. Rising memory prices may also hurt software sales, Nintendo’s primary profit engine. The Switch 2’s internal storage is limited to 256 gigabytes of memory, well below that of Sony Group Corp. ’s PlayStation 5 or Microsoft Corp. ’s Xbox. That’s as games increasingly require more firepower. Big-budget titles such as Square Enix Holdings Co. ’s Final Fantasy VII Remake can consume more than 90 gigabytes, forcing users to purchase MicroSD Express cards to expand storage. Prices for those cards are also climbing, partly due to AI-driven demand for solid-state drives, which could further discourage game purchases. Nintendo may seek ways to improve hardware profitab...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between ...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between $45 billion and $50 billion in calendar 2026 through a combination of stock sales and debt. This move, the company noted, is a reflection of its commitment to maintain an investment-grade rating amid the AI spending. According to Barclays, these transactions are likely to ease pressure on Oracle’s credit story, and will also help the company maintain its investment grade rating. It also provides clarity about the financing needs for the year. Oracle Corporation (NYSE:ORCL) is a database management and cloud services provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Helping support equities globally is a recovery in gold and silver, after losses over the past two days. Spot gold is up almost 5% after falling 4.8% yesterday, extending its steepest slump in more than a decade on Friday. Silver is up more than 7% today. As our reporters explain, the extent to whichChinese investors choose to buy the dip will play a key role in determining the direction of the ma...
Helping support equities globally is a recovery in gold and silver, after losses over the past two days. Spot gold is up almost 5% after falling 4.8% yesterday, extending its steepest slump in more than a decade on Friday. Silver is up more than 7% today. As our reporters explain, the extent to whichChinese investors choose to buy the dip will play a key role in determining the direction of the market. Over the weekend, buyers flocked to the countryâs biggest bullion marketplace in Shenzhen to stock up on gold jewellery and bars ahead of the Lunar New Year. Chinaâs markets will be closed for just over a week from February 16 for the holidays. The countryâs major state-owned banks are tightening controls on gold investments to manage the volatility. Whatever happens, it seems safe to say gold will remain in the spotlight for a while to come.
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, William Blair analyst Louie DiPalma upgraded the stock to “Outperform,” citing buying opportunity after a 30% selloff. The firm’s Dotted Line government tracker and its separate commercial tracker has indicated that Palantir’s momentum continues to build. The new administration “con...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, William Blair analyst Louie DiPalma upgraded the stock to “Outperform,” citing buying opportunity after a 30% selloff. The firm’s Dotted Line government tracker and its separate commercial tracker has indicated that Palantir’s momentum continues to build. The new administration “continues to build” while enterprises continue to add workflows. This, the firm continued, has contributed to an “astounding” Rule-of-114 September quarter, and also a likely strong December quarter. It added that while Palantir’s valuation remains “frothy,” it appears more reasonable compared to recent venture rounds for AI ecosystem companies. Despite Palantir’s momentum, shares have not been immune to the broader software sector selloff. The earnings day reaction is also likely to be volatile, said the firm, but it anticipates a positive move following earnings. Palantir (PLTR) Pullback Creates Entry Point, William Blair Says The firm further said that even if the stock does fall like they did last quarter, shares are likely to return to greater than $200 over the next twelve months driven by positive developments. Meanwhile, there have been reduced concerns around government contract concentration under the current administration. “We upgraded shares to Market Perform last March following the DOGE-inspired selloff at $84 per share as the risk/reward became more attractive under the new administration (upgrading to Market Perform on 33% pullback; Rich AI Pipeline Helps Offset Frothy Valuation). In our view, the recent selloff creates a buying opportunity for Palantir as a leader in the AI supply chain.” Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, William Blair analyst Louie DiPalma upgraded the stock to “Outperform,” citing buying opportunity after a 30% selloff. The firm’s Dotted Line government tracker and its separate commercial tracker has indicated that Palantir’s momentum continues to build. The new administration “con...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, William Blair analyst Louie DiPalma upgraded the stock to “Outperform,” citing buying opportunity after a 30% selloff. The firm’s Dotted Line government tracker and its separate commercial tracker has indicated that Palantir’s momentum continues to build. The new administration “continues to build” while enterprises continue to add workflows. This, the firm continued, has contributed to an “astounding” Rule-of-114 September quarter, and also a likely strong December quarter. It added that while Palantir’s valuation remains “frothy,” it appears more reasonable compared to recent venture rounds for AI ecosystem companies. Despite Palantir’s momentum, shares have not been immune to the broader software sector selloff. The earnings day reaction is also likely to be volatile, said the firm, but it anticipates a positive move following earnings. Palantir (PLTR) Pullback Creates Entry Point, William Blair Says The firm further said that even if the stock does fall like they did last quarter, shares are likely to return to greater than $200 over the next twelve months driven by positive developments. Meanwhile, there have been reduced concerns around government contract concentration under the current administration. “We upgraded shares to Market Perform last March following the DOGE-inspired selloff at $84 per share as the risk/reward became more attractive under the new administration (upgrading to Market Perform on 33% pullback; Rich AI Pipeline Helps Offset Frothy Valuation). In our view, the recent selloff creates a buying opportunity for Palantir as a leader in the AI supply chain.” Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an ...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between ...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between $45 billion and $50 billion in calendar 2026 through a combination of stock sales and debt. This move, the company noted, is a reflection of its commitment to maintain an investment-grade rating amid the AI spending. According to Barclays, these transactions are likely to ease pressure on Oracle’s credit story, and will also help the company maintain its investment grade rating. It also provides clarity about the financing needs for the year. Barclays Reiterates Overweight on Oracle (ORCL) After Financing Update Oracle Corporation (NYSE:ORCL) is a database management and cloud services provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between ...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between $45 billion and $50 billion in calendar 2026 through a combination of stock sales and debt. This move, the company noted, is a reflection of its commitment to maintain an investment-grade rating amid the AI spending. According to Barclays, these transactions are likely to ease pressure on Oracle’s credit story, and will also help the company maintain its investment grade rating. It also provides clarity about the financing needs for the year. Barclays Reiterates Overweight on Oracle (ORCL) After Financing Update Oracle Corporation (NYSE:ORCL) is a database management and cloud services provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between ...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On February 2, Barclays’ analyst Raimo Lenschow reiterated an Overweight rating on the stock with a $310.00 price target. The firm sees clarity on financing after the proposed $45–50B raise, easing credit pressure and assisting equity upside. Oracle announced on Sunday that it will expectedly raise between $45 billion and $50 billion in calendar 2026 through a combination of stock sales and debt. This move, the company noted, is a reflection of its commitment to maintain an investment-grade rating amid the AI spending. According to Barclays, these transactions are likely to ease pressure on Oracle’s credit story, and will also help the company maintain its investment grade rating. It also provides clarity about the financing needs for the year. Barclays Reiterates Overweight on Oracle (ORCL) After Financing Update Oracle Corporation (NYSE:ORCL) is a database management and cloud services provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, respectively. Total revenue grew 15.7% year-...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, respectively. Total revenue grew 15.7% year-over-year, led by iPhone sales increasing 23% and Services growing 13.9%. Meanwhile, gross margins for the quarter were 48.2%, demonstrating a 130 basis point year-over-year improvement and exceeding management’s guidance range. The firm also higglighted how Apple’s supply constraints limited their ability to meet upside in demand, expected to continue into next quarter. “Looking ahead, AAPL guided Mar-qtr revs up +13-16% y/y (vs. street at up ~10%), reflecting ongoing iPhone demand and continued DD Services growth, despite ongoing product supply constraints. Notably, memory headwinds had a minimal impact on GMs in the quarter, though they are expected to have more of a negative impact in the Mar-qtr.” Evercore Removes Apple (AAPL) From Tactical List after Strong Earnings 10 Smartphones with the Best Cameras and Battery Life Noting key points from the EPS call, it noted that it is removing AAPL from their tactical outperform list following its strong beat-and-raise. “We continue to view AAPL as one of our top picks for CY26 and maintain our OP rating and $330 target.” Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks ...
Publicis Groupe S.A. press release ( PUBGY ): FY Non-GAAP EPS of €7.48. Revenue of €17.4B (+8.5% Y/Y), +5.9% Q4 organic growth. Free cash flow 1 at €2.0 billion, up 10.6%. 2025 proposed dividend at €3.75 per share, up 4.2%, fully paid in cash. Expect to outperform again for 7 th consecutive year in 2026: Full year organic growth guidance of +4% to +5%. OUTLOOK As a result of its new business tailw...
Publicis Groupe S.A. press release ( PUBGY ): FY Non-GAAP EPS of €7.48. Revenue of €17.4B (+8.5% Y/Y), +5.9% Q4 organic growth. Free cash flow 1 at €2.0 billion, up 10.6%. 2025 proposed dividend at €3.75 per share, up 4.2%, fully paid in cash. Expect to outperform again for 7 th consecutive year in 2026: Full year organic growth guidance of +4% to +5%. OUTLOOK As a result of its new business tailwind, high client retention rate and continued investments to enhance its model, Publicis has laid the foundation for a 7 th consecutive year of industry outperformance in 2026. For the full year 2026, the Groupe aims to deliver +4% to +5% organic growth. The Groupe expects its industry-leading financial ratios to reach new record highs in 2026, including: Operating margin rate at slightly above 18.2% while maintaining a high level of investment. Free cash flow at c. 2.1 billion euros before change in working capital requirements, based on EUR = 1.20 USD parity. More on Publicis Groupe S.A. U.S. blasts Europe for targeting Big Tech with fines, lawsuits Seeking Alpha’s Quant Rating on Publicis Groupe S.A. Historical earnings data for Publicis Groupe S.A. Dividend scorecard for Publicis Groupe S.A. Financial information for Publicis Groupe S.A.