Henkel AG press release ( HENKY ): FY earnings per preferred share ( EPS ): Є5.33 , +4.7 percent (at constant exchange rates). Revenue of Є20.5B, organic growth of 0.9 percent. Strong free cash flow of about Є1.9 billion. Dividend increase of 1.5 percent to Є2.07 proposed per preferred share. Outlook for fiscal 2026: Further top- and bottom-line growth expected: Organic sales growth: 1.0 to 3.0 pe...
Henkel AG press release ( HENKY ): FY earnings per preferred share ( EPS ): Є5.33 , +4.7 percent (at constant exchange rates). Revenue of Є20.5B, organic growth of 0.9 percent. Strong free cash flow of about Є1.9 billion. Dividend increase of 1.5 percent to Є2.07 proposed per preferred share. Outlook for fiscal 2026: Further top- and bottom-line growth expected: Organic sales growth: 1.0 to 3.0 percent. EBIT margin: 14.5 to 16.0 percent. Earnings per preferred share: Increase in the low to high single-digit percentage range (at constant exchange rates). More on Henkel AG & Co. KGaA Henkel: The Upside For The Long-Term Is Excellent In 2026 Henkel: A Decade Of Disappointment, Yet Still A Compelling Value Case Key deals this week: Zscaler, Eldorado Gold, Henkel, and more Henkel to buy specialty coatings company Stahl in €2.1B deal Seeking Alpha’s Quant Rating on Henkel AG & Co. KGaA
Dmitry Vinogradov Stock index futures were higher on Wednesday as traders awaited the consumer inflation report and continued to assess the U.S.-Israel-Iran conflict. S&P 500 futures ( SPX ) rose +0.20%, Nasdaq 100 futures ( US100:IND ) gained +0.17%, and Dow Jones Industrial Average futures ( INDU ) edged up +0.11%. The monthly CPI reading is expected to show inflation up 0.3% on the month and 2....
Dmitry Vinogradov Stock index futures were higher on Wednesday as traders awaited the consumer inflation report and continued to assess the U.S.-Israel-Iran conflict. S&P 500 futures ( SPX ) rose +0.20%, Nasdaq 100 futures ( US100:IND ) gained +0.17%, and Dow Jones Industrial Average futures ( INDU ) edged up +0.11%. The monthly CPI reading is expected to show inflation up 0.3% on the month and 2.4% year-over-year, compared with 0.2% and 2.4% a month earlier. In political news, U.S. President Donald Trump announced the U.S. will build its first new oil refinery in 50 years in Brownsville, Texas, with investment from India’s Reliance Industries amid ongoing geopolitical tensions. U.S. Treasury yields were mixed. The shorter-end U.S. 2-year Treasury yield ( US2Y ) fell 1.2 basis points to 3.60%, while the benchmark U.S. 10-year Treasury yield ( US10Y ) edged up to 4.17%. The U.S. 30-year Treasury yield ( US30Y ) rose to 4.81% as markets positioned ahead of the inflation data. Top gainers in premarket trading included Oracle ( ORCL ) +10.78%, PTC ( PTC ) +5.32%, and Biogen ( BIIB ) +5.22%. Decliners included Diamondback Energy ( FANG ) -2.58%, VeriSign ( VRSN ) -1.76%, and EPAM Systems ( EPAM ) -1.69%. More on markets Housing Will Be An Albatross On The U.S. Economy Throughout 2026 Iran, Oil, And Unemployment Could Kickoff Bear Market Dow Jones And U.S. Index Outlook: Wall Street Recovers As Oil Corrects, Opportunity Or Trap?
No trend has been more responsible for powering the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to new heights than the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human oversight is a game changer with multitrillion-dollar global implications. While a long list of companies has benefited from the ...
No trend has been more responsible for powering the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to new heights than the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human oversight is a game changer with multitrillion-dollar global implications. While a long list of companies has benefited from the rise of AI, no company has heralded the charge quite like Nvidia (NVDA +1.13%). Since the start of 2023, Nvidia has added roughly $4 trillion in market cap. Although Nvidia's recently released fiscal fourth-quarter operating results and fiscal 2027 guidance demonstrate why it's the cream of the crop in the artificial intelligence arena, its highly anticipated operating results also resulted in a $630 billion warning that reverberated throughout Wall Street. Nvidia once again shows why it's the backbone of the AI revolution Shortly after regular trading hours ended on Feb. 25, Nvidia unveiled another gem of a quarter (its fiscal year ended on Jan. 25, 2026). It delivered record quarterly sales ($68.1 billion), is pacing nearly $250 billion in annual run rate revenue from its Data Center segment, and generated a generally accepted accounting principles (GAAP) gross margin of 75% for the quarter. Tracking close to a quarter-trillion in Data Center sales affirms that Nvidia's graphics processing units (GPUs) remain the clear top choice in AI-accelerated data centers. External competitors, such as Advanced Micro Devices, are playing catch-up and haven't come particularly close to rivaling the compute capabilities of Nvidia's Hopper, Blackwell, and Blackwell Ultra chips. What's arguably even more important than Nvidia's breakneck sales growth is the bounce-back that's been observed in its GAAP gross margin. CEO Jensen Huang is overseeing the aggressive rollout of a new GPU annually, and is counting on increasingly efficient chips to maintain its pricing premium. The company guidi...
Key Points Artificial intelligence (AI) is the biggest game changer on Wall Street since the advent of the internet -- and Nvidia is leading the AI charge. Nvidia's graphics processing units (GPUs) hold a virtual monopoly in enterprise data centers. However, a deeply negative response by investors following Nvidia's fiscal fourth-quarter operating results implies that history may be repeating. 10 ...
Key Points Artificial intelligence (AI) is the biggest game changer on Wall Street since the advent of the internet -- and Nvidia is leading the AI charge. Nvidia's graphics processing units (GPUs) hold a virtual monopoly in enterprise data centers. However, a deeply negative response by investors following Nvidia's fiscal fourth-quarter operating results implies that history may be repeating. 10 stocks we like better than Nvidia › No trend has been more responsible for powering the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to new heights than the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human oversight is a game changer with multitrillion-dollar global implications. While a long list of companies has benefited from the rise of AI, no company has heralded the charge quite like Nvidia (NASDAQ: NVDA). Since the start of 2023, Nvidia has added roughly $4 trillion in market cap. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Although Nvidia's recently released fiscal fourth-quarter operating results and fiscal 2027 guidance demonstrate why it's the cream of the crop in the artificial intelligence arena, its highly anticipated operating results also resulted in a $630 billion warning that reverberated throughout Wall Street. Nvidia once again shows why it's the backbone of the AI revolution Shortly after regular trading hours ended on Feb. 25, Nvidia unveiled another gem of a quarter (its fiscal year ended on Jan. 25, 2026). It delivered record quarterly sales ($68.1 billion), is pacing nearly $250 billion in annual run rate revenue from its Data Center segment, and generated a generally accepted accounting principles (GAAP) gross margin of 75% for the quarter. Tracking close to a quarter-trillion...
Broadcom’s fourth quarter results saw a positive market reaction, reflecting strong momentum in its AI semiconductor business and improved operating leverage. Management highlighted that demand for custom AI accelerators among its six major customers, including Google and Anthropic, drove a 106% year-on-year increase in AI semiconductor revenue. CEO Hock Tan credited the company’s ability to deliv...
Broadcom’s fourth quarter results saw a positive market reaction, reflecting strong momentum in its AI semiconductor business and improved operating leverage. Management highlighted that demand for custom AI accelerators among its six major customers, including Google and Anthropic, drove a 106% year-on-year increase in AI semiconductor revenue. CEO Hock Tan credited the company’s ability to deliver high volumes of custom chips and secure critical supply chain components, stating, “Our scale continues to drive significant operating leverage.” The quarter also benefited from expanding AI networking sales, enabled by Broadcom’s Tomahawk 6 switch and advanced SerDes technology. Is now the time to buy AVGO? Find out in our full research report (it’s free for active Edge members). Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year 44.3%, up from 42% in the same quarter last year Inventory Days Outstanding: 58, up from 49 in the previous quarter 58, up from 49 in the previous quarter Market Capitalization: $1.62 trillion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. He...
Costco (COST 0.84%) delivered another stellar earnings report for the second quarter of fiscal 2026 (ended Feb. 15). The company continues to deliver steady growth amid an uncertain economy, and that has reassured investors to the point that its stock is close to the $1,000 per share level. The question now is where the stock goes from here. Can it reach $1,500 per share anytime soon, or is its gr...
Costco (COST 0.84%) delivered another stellar earnings report for the second quarter of fiscal 2026 (ended Feb. 15). The company continues to deliver steady growth amid an uncertain economy, and that has reassured investors to the point that its stock is close to the $1,000 per share level. The question now is where the stock goes from here. Can it reach $1,500 per share anytime soon, or is its growth going to plateau? The state of Costco stock Investors should keep in mind how its track record of consistent growth has boosted the stock over time. Over the last five years, the stock is up by more than 210%, far surpassing the S&P 500's performance. Expand NASDAQ : COST Costco Wholesale Today's Change ( -0.84 %) $ -8.49 Current Price $ 996.81 Key Data Points Market Cap $443B Day's Range $ 995.97 - $ 1010.00 52wk Range $ 844.06 - $ 1067.08 Volume 67K Avg Vol 2.6M Gross Margin 13.60 % Dividend Yield 0.52 % Investors can probably credit the company's financial performance for those returns. In fiscal Q2, its nearly $70 billion in revenue surged higher by 9.2% from year-ago levels. This is in line with the 8.8% increase for the first half of fiscal 2026 and the 8.1% rise in fiscal 2025. To that end, it earned just over $2.0 billion in fiscal Q2, rising 14% as revenue growth outpaced the increase in costs and expenses. Moreover, investors have little reason to believe the pace of growth will change, as analysts forecast 8.4% revenue growth for the current fiscal year. However, the path to $1,500 may be more difficult due to the aforementioned success. Costco's consistency is well understood by investors in retail stocks, and that knowledge has led to so much stock price growth that Costco now trades at about a 54 P/E ratio. That makes it a more expensive stock than its largest rival in the U.S., Sam's Club parent Walmart, as well as BJ's Wholesale and Amazon. Considering that profit growth is barely in the double digits, investors may struggle to justify such an earnings ...
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
jetcityimage/iStock Editorial via Getty Images In my previous article about Pfizer ( PFE ) that I shared in mid-December, I endorsed this stock as a "Hold" because I believe that there are various fundamental risks that offset all the potential positives. My cautiousness did not age quite well because PFE has been outperforming since then with a total return of almost 9%. However, I think that thi...
jetcityimage/iStock Editorial via Getty Images In my previous article about Pfizer ( PFE ) that I shared in mid-December, I endorsed this stock as a "Hold" because I believe that there are various fundamental risks that offset all the potential positives. My cautiousness did not age quite well because PFE has been outperforming since then with a total return of almost 9%. However, I think that this impressive share price performance is explained by investors rotating from risky growth stocks to dividend champions like PFE. Pfizer currently offers a 6%+ forward yield, which is really tempting. However, there is extremely high uncertainty regarding Pfizer's potential to replenish revenues of blockbuster products [Eliquis, Ibrance, Xtandi, etc.] that will be melting down after they start losing patent exclusivity over the next few years. From a valuation perspective, the biggest red flag is that Wall Street analysts expect PFE's multiples to expand over the next few years, meaning a likely EPS decline. All in all, I maintain a "Hold" for PFE. Recent Developments Pfizer released its Q4 earnings on February 3, delivering positive surprises both in terms of revenue and the adjusted EPS. From the YoY dynamic perspective, Pfizer's Q4 performance was not very impressive. Revenue dropped by 1.2% YoY, while the adjusted EPS expanded slightly, from $0.63 to $0.66. While the EPS growth is good in general, I would like to highlight that Pfizer's bottom-line performance has been quite volatile over the last few quarters. The lack of stability looks like a yellow flag, meaning that we have to be cautious. Seeking Alpha I am highlighting Pfizer's EPS volatility as an important argument because it is expected to persist further. The company releases its Q1 2026 earnings on April 28, and we already have consensus estimates for the company's quarterly revenue and EPS. Analysts expect Q1 revenue to be $13.9 billion, implying just a marginal YoY increase. Despite the projected revenue gr...
Broadcom’s fourth quarter results saw a positive market reaction, reflecting strong momentum in its AI semiconductor business and improved operating leverage. Management highlighted that demand for custom AI accelerators among its six major customers, including Google and Anthropic, drove a 106% year-on-year increase in AI semiconductor revenue. CEO Hock Tan credited the company’s ability to deliv...
Broadcom’s fourth quarter results saw a positive market reaction, reflecting strong momentum in its AI semiconductor business and improved operating leverage. Management highlighted that demand for custom AI accelerators among its six major customers, including Google and Anthropic, drove a 106% year-on-year increase in AI semiconductor revenue. CEO Hock Tan credited the company’s ability to deliver high volumes of custom chips and secure critical supply chain components, stating, “Our scale continues to drive significant operating leverage.” The quarter also benefited from expanding AI networking sales, enabled by Broadcom’s Tomahawk 6 switch and advanced SerDes technology. Is now the time to buy AVGO? Find out in our full research report (it’s free for active Edge members). Broadcom (AVGO) Q4 CY2025 Highlights: Revenue: $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) $19.31 billion vs analyst estimates of $19.21 billion (29.5% year-on-year growth, 0.5% beat) Adjusted EPS: $2.05 vs analyst estimates of $2.02 (1.3% beat) $2.05 vs analyst estimates of $2.02 (1.3% beat) Adjusted EBITDA: $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) $13.13 billion vs analyst estimates of $12.96 billion (68% margin, 1.3% beat) Revenue Guidance for Q1 CY2026 is $22 billion at the midpoint, above analyst estimates of $20.49 billion is $22 billion at the midpoint, above analyst estimates of $20.49 billion Operating Margin: 44.3%, up from 42% in the same quarter last year 44.3%, up from 42% in the same quarter last year Inventory Days Outstanding: 58, up from 49 in the previous quarter 58, up from 49 in the previous quarter Market Capitalization: $1.62 trillion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. He...
Industria de Diseno Textil Inditex press release ( IDEXY ): FY GAAP EPS of €1.99. Revenue of €39.86B (+3.2% Y/Y). The gross margin reached 58.3%. EBITDA increased 5.0% to €11.3 billion and EBIT 5.9% to €8.0 billion. PBT increased 5.8% to €8.0 billion. Outlook: Strong commitment to profitable growth. The increase in annual gross space in 2026 is expected to be around 5% with a positive net space co...
Industria de Diseno Textil Inditex press release ( IDEXY ): FY GAAP EPS of €1.99. Revenue of €39.86B (+3.2% Y/Y). The gross margin reached 58.3%. EBITDA increased 5.0% to €11.3 billion and EBIT 5.9% to €8.0 billion. PBT increased 5.8% to €8.0 billion. Outlook: Strong commitment to profitable growth. The increase in annual gross space in 2026 is expected to be around 5% with a positive net space contribution, in conjunction with strong online growth. In order to continue underpinning the long-term growth of Inditex, we estimate ordinary capital expenditure of around €2.3 billion in 2026. More on Industria de Diseno Textil Inditex Quant snapshot: Avino Silver & Gold, Harmony Gold lead strong buys as Angel Studios, Exagen lag Seeking Alpha’s Quant Rating on Industria de Diseno Textil Inditex Historical earnings data for Industria de Diseno Textil Inditex Dividend scorecard for Industria de Diseno Textil Inditex Financial information for Industria de Diseno Textil Inditex
In this article US2Y US10Y US30Y TLT Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasury yields moved higher on Wednesday as investors awaited February's inflation report and monitored U.S.-Iran war developments. At 3:54 a.m. ET, the benchmark 10-year Treasury yield rose more than 2 basis points to 4.159%. The 30-year Treasury bond was also up over 2 basis points to 4.797%. The 2-year Tr...
In this article US2Y US10Y US30Y TLT Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasury yields moved higher on Wednesday as investors awaited February's inflation report and monitored U.S.-Iran war developments. At 3:54 a.m. ET, the benchmark 10-year Treasury yield rose more than 2 basis points to 4.159%. The 30-year Treasury bond was also up over 2 basis points to 4.797%. The 2-year Treasury note yield also rose 2 basis points to 3.59%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. The consumer price index report for February is set to be released Wednesday morning, which investors will parse for clues about the health of the U.S. economy. Economists polled by Dow Jones expect the headline CPI to have risen 2.4% on a yearly basis. "This is a key print, as the recent oil shock has pushed back market expectations for the next Fed rate cut," Deutsche Bank analysts said in a note on Wednesday. "While the Fed is widely expected to hold rates steady at next week's meeting, today's data will help shape expectations for subsequent decisions." Investors are continuing to keep an eye on the conflict in the Middle East, which caused oil prices to surge to $120 a barrel on Monday. Prices have eased since, but remain elevated. Other economic data includes housing starts and weekly initial jobless claims on Thursday, and the personal consumption expenditures index on Friday. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.