Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the c...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some Advanced Micro metrics that are commonly tracked and projected by analysts on Wall Street. Analysts predict that the 'Net revenue- Data Center' will reach $4.86 billion. The estimate indicates a change of +26% from the prior-year quarter. The consensus among analysts is that 'Net revenue- Embedded' will reach $963.94 million. The estimate points to a change of +4.4% from the year-ago quarter. Based on the collective assessment of analysts, 'Net revenue- Gaming' should arrive at $842.17 million. The estimate suggests a change of +49.6% year over year. The consensus estimate for 'Net revenue- Client' stands at $2.96 billion. The estimate points to a change of +28.1% from the year-ago quarter. View all Key Company Metrics for Advanced Micro here>>> Shares of Advanced Micro have demonstrated returns of +18% over the past ...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the c...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some Advanced Micro metrics that are commonly tracked and projected by analysts on Wall Street. Analysts predict that the 'Net revenue- Data Center' will reach $4.86 billion. The estimate indicates a change of +26% from the prior-year quarter. The consensus among analysts is that 'Net revenue- Embedded' will reach $963.94 million. The estimate points to a change of +4.4% from the year-ago quarter. Based on the collective assessment of analysts, 'Net revenue- Gaming' should arrive at $842.17 million. The estimate suggests a change of +49.6% year over year. The consensus estimate for 'Net revenue- Client' stands at $2.96 billion. The estimate points to a change of +28.1% from the year-ago quarter. View all Key Company Metrics for Advanced Micro here>>> Shares of Advanced Micro have demonstrated returns of +18% over the past ...
Brighton are set to reject a £20m offer from Nottingham Forest for midfielder Yasin Ayari. Relegation-threatened Forest want to strengthen their squad before the transfer window closes on Monday and have bid for the Sweden international, but sources have told BBC Sport the offer will be turned down. Ayari signed for Brighton from AIK Stockholm in 2023 and has made 66 appearances for the Seagulls s...
Brighton are set to reject a £20m offer from Nottingham Forest for midfielder Yasin Ayari. Relegation-threatened Forest want to strengthen their squad before the transfer window closes on Monday and have bid for the Sweden international, but sources have told BBC Sport the offer will be turned down. Ayari signed for Brighton from AIK Stockholm in 2023 and has made 66 appearances for the Seagulls since his £3.5m arrival, scoring six goals. Since arriving in England the 22-year-old has also had loan spells at Blackburn and Coventry.
Illinois lawmakers plan to introduce a climate change superfund bill in the state legislature this session, the latest in a growing number of states seeking to make fossil fuel companies pay up for the fast-growing financial fallout of climate change. As the costs of global warming rise—in the form of home insurance premiums, utility bills, health expenses, and record-breaking damages from extreme...
Illinois lawmakers plan to introduce a climate change superfund bill in the state legislature this session, the latest in a growing number of states seeking to make fossil fuel companies pay up for the fast-growing financial fallout of climate change. As the costs of global warming rise—in the form of home insurance premiums, utility bills, health expenses, and record-breaking damages from extreme weather—local advocates are increasingly pushing states to require that fossil fuel companies contribute to climate “superfunds” that would support mitigation and adaptation. Illinois State Rep. Robyn Gabel, who will introduce the bill in the House, said she is motivated by the growing threat of flooding and heat waves in the state. Read full article Comments
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, Google, Amazon, and Meta are reported as key customers for Broadcom's custom AI server compute ASICs. Broadcom is said to hold about 60% projected market share...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, Google, Amazon, and Meta are reported as key customers for Broadcom's custom AI server compute ASICs. Broadcom is said to hold about 60% projected market share in AI server compute ASICs by 2027, with expectations of tripling ASIC shipments. The company is a primary supplier for Microsoft's Maia AI chip initiatives and is linked to multi year AI infrastructure buildouts. For investors watching NasdaqGS:AVGO, the focus is on Broadcom's role behind the scenes in powering hyperscale data centers. The company sits at the center of custom AI chip efforts at Microsoft, Google, Amazon, and Meta, with these relationships tied directly to infrastructure spending. With a current share price of $333.24 and a very large 3 year and 5 year return, Broadcom has already drawn significant market attention. The projected 60% share of the AI server compute ASIC market by 2027 and expectations for tripling ASIC shipments highlight the scale of AI related demand Broadcom is positioned to serve. If hyperscalers continue prioritizing in house AI chips for performance and cost control, Broadcom's role as a design and manufacturing partner could remain important for data center build plans and long term hardware roadmaps. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Jan 2026 How Broadcom stacks up against its biggest competitors For Broadcom, being projected as the leading custom AI chip partner for hyperscalers links directly to how AI-focused data centers are being built, because custom application-specific integrated circuits, or ASICs, are a way for Microsoft, Alphabe...
(RTTNews) - Dover Corp. (DOV), a diversified manufacturer, on Thursday reported higher net income in the fourth quarter compared with the previous year. For the fourth quarter, net income increased to $274.77 million from $238.38 million in the previous year. Earnings per share were $2.01 versus $1.72 last year. On the adjusted basis, net income rose to $343.33 million from $304.63 million in the ...
(RTTNews) - Dover Corp. (DOV), a diversified manufacturer, on Thursday reported higher net income in the fourth quarter compared with the previous year. For the fourth quarter, net income increased to $274.77 million from $238.38 million in the previous year. Earnings per share were $2.01 versus $1.72 last year. On the adjusted basis, net income rose to $343.33 million from $304.63 million in the previous year. Adjusted earnings per share were $2.51 versus $2.20 last year. On average, eighteen analysts had expected the company to report $2.49 per share. Analysts' estimates typically exclude special items. Operating earnings surged to $345.30 million from $295.06 million in the prior year. Revenue increased to $2.10 billion from $1.93 billion in the previous year. Looking ahead, Dover expected full year 2026 earnings per share in the range of $8.95 to $9.15, while on an adjusted basis, earnings per share are projected to be $10.45 to $10.65. For the full year 2026, revenue growth is expected to be 5 to 7 percent, with organic growth of 3 to 5 percent. In the pre-market trading, Dover is 2.53% higher at $211.11 on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Andrii Dodonov/iStock via Getty Images Sun Communities ( SUI ) is not a typical residential REIT I come across, since it invests in a portfolio of MH (mobile home), RV (recreational vehicle), and UK properties, and it originally got my attention last summer when I recommended holding on to it. Since my June article , it is up almost +1%. Nothing amazing, however; it shows the stock has had market ...
Andrii Dodonov/iStock via Getty Images Sun Communities ( SUI ) is not a typical residential REIT I come across, since it invests in a portfolio of MH (mobile home), RV (recreational vehicle), and UK properties, and it originally got my attention last summer when I recommended holding on to it. Since my June article , it is up almost +1%. Nothing amazing, however; it shows the stock has had market resilience. Key factors driving my optimism last time were an investment-grade credit rating, along with signs of macro demand for manufactured homes; however, its profit margins made me hesitant to be overly bullish. As the REIT is having its next earnings results in about a month on Feb. 26th, this is a great opportunity for a follow-up article to get ahead of that event. Thesis Summary For my updated coverage this time, my thesis argues for an upgrade to a buy. What really drives home the case for this REIT is the supply/demand imbalance in the modular home niche, and further support comes from proven dividend growth, portfolio expansion to drive company growth, and some investment-grade credit scores. These factors overshadow some weaknesses, including a fickle technical chart, lumpy FFO growth, and some seasonality impacts to its business. My buy rating agrees with today's Wall St. consensus view. The worksheet below shows what categories were considered and reviewed, contributing holistically to the average score: SUI - rating worksheet (author) Actionable Insights Macro & Sector Outlook This REIT happens to focus heavily on a residential niche called modular homes, whether they be for rent or sale. In 2025, notable to mention is that JPMorgan pointed out the appeal of this niche, saying, "High construction costs and lengthy project timelines are major barriers to meeting affordable housing demand. Modular homes offer a solution by potentially reducing both timelines and costs, making them ideal for affordable housing projects." I believe this puts the spotlight on RE...
Blackstone ( BX ) declares variable dividend of $1.49/share , up from prior dividend of $1.29. Forward yield 4.06% Payable Feb. 17; for shareholders of record Feb. 9; ex-div Feb. 9. See BX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Blackstone Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone: Not A Bargain, But Disciplined Upside Exists Blackstone...
Blackstone ( BX ) declares variable dividend of $1.49/share , up from prior dividend of $1.29. Forward yield 4.06% Payable Feb. 17; for shareholders of record Feb. 9; ex-div Feb. 9. See BX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Blackstone Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone: Not A Bargain, But Disciplined Upside Exists Blackstone: The 'Deal Dam' Is Breaking, And The Fee Engine Is Scaling Blackstone delivers blowout Q4, helped by inflows, fees, infrastructure strategy Blackstone mulls deeper bet on Oracle's Michigan data center - report
TLDR Microsoft spent $37.5 billion on AI infrastructure in Q2, with most going to chips Meta projects $135 billion in 2026 capex, doubling last year’s investment Both companies say AI demand outpaces their computing supply China greenlit Nvidia H200 chip sales to ByteDance, Alibaba, and Tencent Nvidia stock hit highest close since early November Nvidia shares reached their highest closing price si...
TLDR Microsoft spent $37.5 billion on AI infrastructure in Q2, with most going to chips Meta projects $135 billion in 2026 capex, doubling last year’s investment Both companies say AI demand outpaces their computing supply China greenlit Nvidia H200 chip sales to ByteDance, Alibaba, and Tencent Nvidia stock hit highest close since early November Nvidia shares reached their highest closing price since early November on Wednesday. The stock dipped 0.7% after hours but continues trading near recent highs. NVIDIA Corporation, NVDA The rally comes as major technology companies announce bigger-than-expected AI spending plans. Microsoft and Meta both revealed investments that caught Wall Street off guard. Microsoft’s fiscal second quarter capital expenditures totaled $37.5 billion. That beat the Street’s $36.7 billion estimate. Roughly two-thirds went toward purchasing chips. CFO Amy Hood explained that AI hardware shortages continue limiting cloud business growth. The company uses its in-house Maia 200 chip alongside processors from Nvidia and AMD. CEO Satya Nadella stressed flexibility in the company’s chip strategy. “We want to make sure we’re not locked into any one thing,” he said during the earnings call. Meta Goes All-In on AI Capacity Meta Platforms announced even larger plans for 2026. The social media giant expects to spend up to $135 billion this year. That’s 20% above analyst expectations and twice what it spent in 2025. CFO Susan Li described a significant capacity gap. “Demands for compute resources across the company have increased even faster than our supply,” she told analysts. The company plans to add capacity throughout the year. But Li warned constraints will persist through most of 2026. Meta’s own data center facilities won’t contribute meaningfully until late in the year. China Opens Door for H200 Sales Nvidia scored a win in China on Wednesday. Reuters reported Chinese authorities approved H200 chip sales to major domestic tech firms. ByteDance, Ali...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC (NYSE:TSM) plans to build a large scale gigafab cluster in Arizona following a major U.S. Taiwan trade agreement. The company is also considering a new semiconductor manufacturing plant in the UAE as part of its global expansion. These moves highlight TSM...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC (NYSE:TSM) plans to build a large scale gigafab cluster in Arizona following a major U.S. Taiwan trade agreement. The company is also considering a new semiconductor manufacturing plant in the UAE as part of its global expansion. These moves highlight TSMC's role in the global chip supply chain at a time of rising AI related demand. TSMC is a contract chip manufacturer that produces advanced semiconductors for global technology companies, including those building AI infrastructure. The push into an Arizona gigafab cluster and a potential UAE facility adds another layer to earlier expansion plans, tying manufacturing capacity more closely to key end markets and trade partners. For investors looking at NYSE:TSM, these decisions indicate where the company is choosing to commit long term capital and operational resources. The scale and location of new fabs can influence supply chain risk, access to customers and governments, and the mix of future revenue tied to AI related workloads. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at Jan 2026 How Taiwan Semiconductor Manufacturing stacks up against its biggest competitors TSMC’s plan for a gigafab cluster in Arizona alongside a possible UAE plant points to a more geographically balanced manufacturing footprint that could matter for customers like Nvidia, AMD, and Apple that are highly reliant on its advanced nodes. For you as an investor, that combination of capacity build out and closer proximity to major end markets could affect how reliably TSMC can support long-term AI-related contracts while still running its Taiwan sites as the core technology hub. ...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strategy’s objective is to invest long-term in exceptional companies that can quickly and effectively allocate capital towards the most promising ideas and talent. Currently, the portfolio is invested in 17 high-quality growth companies across sectors. In addition, you can check the top five holdings of the Strategy to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Tsai Capital Corporation highlighted stocks like Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The one-month return of Tesla, Inc. (NASDAQ:TSLA) was -4.06%, and its shares gained 7.79% of their value over the last 52 weeks. On January 28, 2026, Tesla, Inc. (NASDAQ:TSLA) stock closed at $431.46 per share, with a market capitalization of $1.435 trillion. Tsai Capital Corporation stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: Tesla (TSLA—Year of First Purchase: 2020): Tesla is a leading artificial intelligence (AI) company that has formidable competitive advantages across various sectors, including electric vehicles, software, and energy storage. Our investment in Tesla traces its origins to February 2020, when we acquired shares at an average initial cost of $41.66 per share. Tesla, Inc (TSLA)'s "No Longer A Car Company,' Says Jim Cramer Tesla, Inc. (NASDAQ:TSLA) is in the 23rd position on our list of 30 Mos...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strategy’s objective is to invest long-term in exceptional companies that can quickly and effectively allocate capital towards the most promising ideas and talent. Currently, the portfolio is invested in 17 high-quality growth companies across sectors. In addition, you can check the top five holdings of the Strategy to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Tsai Capital Corporation highlighted stocks like Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The one-month return of Tesla, Inc. (NASDAQ:TSLA) was -4.06%, and its shares gained 7.79% of their value over the last 52 weeks. On January 28, 2026, Tesla, Inc. (NASDAQ:TSLA) stock closed at $431.46 per share, with a market capitalization of $1.435 trillion. Tsai Capital Corporation stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: Tesla (TSLA—Year of First Purchase: 2020): Tesla is a leading artificial intelligence (AI) company that has formidable competitive advantages across various sectors, including electric vehicles, software, and energy storage. Our investment in Tesla traces its origins to February 2020, when we acquired shares at an average initial cost of $41.66 per share. Tesla, Inc (TSLA)'s "No Longer A Car Company,' Says Jim Cramer Tesla, Inc. (NASDAQ:TSLA) is in the 23rd position on our list of 30 Mos...
AMC Entertainment Holdings, Inc. reached a deal with a group of creditors to change the terms in one of its notes, making it easier for the cinema chain to refinance its debt, according to a filing on Thursday. The company and some holders of its 15% Muvico LLC senior secured notes due in 2029 reached a deal to amend a covenant that prohibited the company from refinancing its Muvico and Odeon subs...
AMC Entertainment Holdings, Inc. reached a deal with a group of creditors to change the terms in one of its notes, making it easier for the cinema chain to refinance its debt, according to a filing on Thursday. The company and some holders of its 15% Muvico LLC senior secured notes due in 2029 reached a deal to amend a covenant that prohibited the company from refinancing its Muvico and Odeon subsidiaries together unless there was also capacity to refinance the notes, according to the filing. In exchange, they will receive a consent premium equal to $18.9 million, payable in shares of AMC’s Class A common stock, pro rata based on the percentage of notes held. AMC negotiated the amendment with Deutsche Bank’s distressed products group, Carronade Capital Management and Bracebridge Capital, according to people familiar with the matter, who declined to be named discussing confidential information. A Carronade spokesperson said the agreement “marks another meaningful step in our partnership with AMC and reflects our confidence in the company’s trajectory.” Representatives for AMC and Deutsche Bank didn’t immediately reply to a request for comment. A representative with Bracebridge declined to comment. The development is the latest turn in debt-laden AMC’s efforts to manage its obligations while facing a challenging business environment. The onetime meme stock reached a sweeping restructuring deal in 2024 that allowed it to delay repayment on some borrowings and moved theaters and intellectual property out of reach of some of its creditors. That transaction was litigated by lenders including Deutsche Bank’s distressed group and Carronade, and settled with a subsequent deal last year that allowed it to raise new money. Read more: AMC’s Second Take at a Debt Revamp Gains Traction: The Brink On Thursday, the company also published preliminary results. AMC expects to post a net loss of $632.4 million for 2025, compared to a net loss of $352.6 million a year earlier. It also e...
Pavel Kot/iStock via Getty Images The major market indexes were relatively flat for a rate decision day, but there was just as little change in policy and the outlook from the Fed. To no surprise, the central bank left short-term rates unchanged, which I think was a wise decision based on how rates work and whether we need one or not. Powell backed up the decision by saying that the labor market h...
Pavel Kot/iStock via Getty Images The major market indexes were relatively flat for a rate decision day, but there was just as little change in policy and the outlook from the Fed. To no surprise, the central bank left short-term rates unchanged, which I think was a wise decision based on how rates work and whether we need one or not. Powell backed up the decision by saying that the labor market had stabilized, the rate of economic growth was on an upward trajectory, and inflation was holding steady. There was no suggestion that another rate cut would come soon, as the Fed will remain data dependent. Finviz The focus moving forward is likely to be on President Trump’s pick for the new Chairman, who will undoubtedly be extremely dovish, but that is no guarantee we see another rate cut anytime soon, as 10 of the 12 voting members decided to keep rates unchanged. The market does not expect another rate cut until June, which would be the first meeting with Powell’s replacement, but that should not be consequential. Risk assets are doing just fine with short rates at their current 3.5-3.75% range. Bloomberg In fact, a rate cut today would likely alarm markets, because it would indicate that the expansion had lost its footing and needed stimulus. This economy has plenty of fiscal stimulus in the pipeline to keep it running. I would rather save the bullets for the second half of this year if and when we need them. Additionally, lower rates when earnings and economic growth are accelerating would likely push long-term rates higher and steepen the yield curve. That would put upward pressure on mortgage rates and reduce home affordability. I think we will need the rate cuts during the second half of the year to address labor market weakness. The unemployment rate has been held down by an aging workforce and an immigration policy that is reducing the size of the labor pool. It is not due to more hiring, which has stagnated for months. In fact, according to ADP payroll data, sm...
Image source: The Motley Fool. Thursday, January 29, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Austin Singleton President & Chief Operating Officer — Anthony Aisquith Chief Financial Officer — Jack Ezzell TAKEAWAYS Revenue -- $381 million, representing a 1% increase compared to $370 million in the prior period. -- $381 million, representing a 1% increase compared to $370 mil...
Image source: The Motley Fool. Thursday, January 29, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Austin Singleton President & Chief Operating Officer — Anthony Aisquith Chief Financial Officer — Jack Ezzell TAKEAWAYS Revenue -- $381 million, representing a 1% increase compared to $370 million in the prior period. -- $381 million, representing a 1% increase compared to $370 million in the prior period. New Boat Sales -- Down 6%, while pre-owned boat sales rose 24% driven by higher unit sales and average unit price. -- Down 6%, while pre-owned boat sales rose 24% driven by higher unit sales and average unit price. Service, Parts, and Other Revenue -- Increased by 10%, reflecting growth in supporting operations and customer loyalty. -- Increased by 10%, reflecting growth in supporting operations and customer loyalty. Gross Profit -- $89 million, up from $84 million in the prior period, with gross margin expanding 110 basis points to 23.5%. -- $89 million, up from $84 million in the prior period, with gross margin expanding 110 basis points to 23.5%. Selling, General, and Administrative (SG&A) Expenses -- Increased to $81 million from $79 million, primarily due to higher variable expenses such as sales commissions related to margin gains. -- Increased to $81 million from $79 million, primarily due to higher variable expenses such as sales commissions related to margin gains. Impairment Charge -- $7 million for certain distribution assets held for sale. -- $7 million for certain distribution assets held for sale. Net Loss -- $8 million, or $0.47 per diluted share, compared to a net loss of $14 million, or $0.81 per diluted share, in the prior period. -- $8 million, or $0.47 per diluted share, compared to a net loss of $14 million, or $0.81 per diluted share, in the prior period. Adjusted Loss per Diluted Share -- $0.04, a substantial improvement from $0.54 loss in the prior period. -- $0.04, a substantial improvement from $0.54 loss in the prior peri...
Deutsche Bank ( DB ) expects its net interest income across key banking book segments and other funding to rise to ~€14B (~$17B) in 2026, up from €13.7B in 2025 and supported by targeted portfolio growth in deposits and loans, the company said on Thursday. However, "the largest contributor will be structural hedge rollover of which around 90% is locked in through swaps," Chief Financial Officer Ja...
Deutsche Bank ( DB ) expects its net interest income across key banking book segments and other funding to rise to ~€14B (~$17B) in 2026, up from €13.7B in 2025 and supported by targeted portfolio growth in deposits and loans, the company said on Thursday. However, "the largest contributor will be structural hedge rollover of which around 90% is locked in through swaps," Chief Financial Officer James von Moltke said. Still, the guidance is less than the Visible Alpha consensus of €14.6B. The company expects full-year revenue to climb to ~€33B ($39B) from €32.1B last year. That compares with the Visible Alpha consensus of €32.8B. For Q1 2026, it expects revenue to be flat from a year ago, due to the normalization of Corporate & Other revenue and against a strong FIC performance in the year-ago quarter. Meanwhile, its provision for credit losses is expected to "trend moderately downwards in 2026 relative to 2025," he said . Noninterest expenses in 2026 are projected to rise slightly above €21B, in line with the trajectory it issued in November and compared with €20.7B in 2025. That comes in line with the Visible Alpha estimate of €21.0B. In addition, Deutsche Bank ( DB ) is increasing its payout ratio to 60% starting in 2025, "with modest but continuous growth in the dividend per share, complemented by share buybacks." That compared with the bank's 50% payout ratio target for 2025. Deutsche Bank ( DB ) stock rose 0.8% in Frankfurt afternoon trading. By business unit: Deutsche Bank ( DB ) expects a "modest increase" in Corporate Bank revenue in 2026, with accelerating Q/Q growth as the year progresses. Still, remaining interest rate and foreign exchange headwinds will affect Y/Y comparisons in the first half of the year. The Investment Bank revenue is expected to be slightly higher than in 2025. In Q1 2026, the pipeline is the "strongest it has been at this point for a number of years," von Moltke said. Its Private Bank revenue is also expected to rise slightly from 20...
Written by Emily J. Thompson , Senior Investment Analyst Source: Benzinga PLTR $ 157.35 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on PLTR Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 U...
Written by Emily J. Thompson , Senior Investment Analyst Source: Benzinga PLTR $ 157.35 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on PLTR Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 17 Analyst Rating Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 5 Buy 10 Hold 2 Sell Hold Current: 165.700 Low 50.00 Averages 192.88 High 255.00 Current: 165.700 Low 50.00 Averages 192.88 High 255.00 Phillip Securities initiated $208 2026-01-22 Reason Phillip Securities Price Target $208 AI Analysis 2026-01-22 initiated Reason Phillip Securities initiated coverage of Palantir with a Buy rating and $208 price target. The firm sees potential for the shares to re-rate higher, driving by improving fundamentals and a growing addressable market. Palantir has captured "just" 2.4% of its $119B 2020 total addressable market, the analyst tells investors in a research note. With the company's AI software growing 25%-plus annually, the addressable market has likely expanded, "supporting significant upside," contends Phillip. Truist Buy initiated $223 2026-01-06 Reason Truist Price Target $223 2026-01-06 initiated Buy Reason Truist initiated coverage of Palantir with a Buy rating and $223 pri...