Sundry Photography Blackberry ( BB ) will report its results for the fourth quarter on Thursday, before markets open. Wall Street expects BB to post earnings of 4 cents, implying a rise of around 33%, on a revenue of $144.55M, representing year-over-year growth of about 2%. During the quarter, BlackBerry advanced its QNX platform, now powering over 275 million vehicles, and forged partnerships wit...
Sundry Photography Blackberry ( BB ) will report its results for the fourth quarter on Thursday, before markets open. Wall Street expects BB to post earnings of 4 cents, implying a rise of around 33%, on a revenue of $144.55M, representing year-over-year growth of about 2%. During the quarter, BlackBerry advanced its QNX platform, now powering over 275 million vehicles, and forged partnerships with automakers, including Volvo and a leading Chinese EV maker, to deliver software-defined audio solutions . The company also launched a modernized AtHoc mobile platform aimed at enabling more intelligent operations and highlighted its innovations in software-defined vehicles, robotics, and AI ahead of CES 2026 and Embedded World 2026. According to Alpha’s Quant Rating system, BB is rated Hold with an overall score of 2.83 out of 5, reflecting an A grade in terms of growth, but has a C+ in terms of momentum. Meanwhile, a recent Seeking Alpha analysis said BlackBerry remains in a downtrend but retains a ‘buy’ rating ahead of its fourth-quarter earnings report, adding that “QNX’s automotive market traction, including BMW adoption and rapid GEM design wins, is expected to drive future growth,” noting that QNX posted record quarterly revenue of $68.7 million and Secure Communications delivered $67 million with a 72% adjusted gross margin. The analysis also pointed out that investors should monitor automotive sector risks and global recession threats, while BB is expected to meet Q4 expectations. Shares have fallen nearly 5% so far this year, compared to a 3.34% decline in the S&P 500 Index. Over the past two years, BB has beaten EPS estimates 88% of the time and has beaten revenue estimates 88% of the time. More on BlackBerry Limited A Look At BlackBerry's Growth Drivers, Ahead Of Fourth-Quarter Earnings Report BlackBerry Now Looks Attractive As QNX Expands Beyond Automotive BlackBerry: QNX Could Unlock Solid Growth And Value BlackBerry shares fell for seven straight sessions Hi...
CAH's specialty growth, strong pharma demand and expanding services portfolio are driving earnings momentum and positioning it for sustained long-term growth.
CAH's specialty growth, strong pharma demand and expanding services portfolio are driving earnings momentum and positioning it for sustained long-term growth.
GRAIL partners with Epic to embed its Galleri cancer test into EHRs, expanding access across nearly 450 health systems and streamlining clinical workflows nationwide.
GRAIL partners with Epic to embed its Galleri cancer test into EHRs, expanding access across nearly 450 health systems and streamlining clinical workflows nationwide.
CLS rides on AI data center boom and AMD tie-ups to fuel growth, but heavy reliance on AI spending and macro risks raise questions after a massive stock surge.
CLS rides on AI data center boom and AMD tie-ups to fuel growth, but heavy reliance on AI spending and macro risks raise questions after a massive stock surge.
SLNO shares surge as Neurocrine inks $2.9B cash deal to acquire it at $53 a share, adding Vykat XR and expanding its rare disease and endocrinology portfolio.
SLNO shares surge as Neurocrine inks $2.9B cash deal to acquire it at $53 a share, adding Vykat XR and expanding its rare disease and endocrinology portfolio.
Ford (NYSE: F) is exceedingly proud that its F-Series (including the F-150) has been the best-selling truck in America for 49 years. And, it has been the best-selling vehicle of any kind for 44 years. Last year, unit sales topped 800,000. The only potential drawback is that the F-Series was 37% of Ford’s US sales ... Ford F-150 Is In Trouble
Ford (NYSE: F) is exceedingly proud that its F-Series (including the F-150) has been the best-selling truck in America for 49 years. And, it has been the best-selling vehicle of any kind for 44 years. Last year, unit sales topped 800,000. The only potential drawback is that the F-Series was 37% of Ford’s US sales ... Ford F-150 Is In Trouble
CreativaImages U.S. stocks are rallying after the Iran ceasefire reduces the immediate risk of a broader Middle East war and lowers the odds of a major disruption to oil flows through the Strait of Hormuz. That has led to a strong day for apparel and footwear names, which are especially sensitive to freight, synthetic-fiber input costs, and consumer confidence. On Kalshi, the risk of a U.S. recess...
CreativaImages U.S. stocks are rallying after the Iran ceasefire reduces the immediate risk of a broader Middle East war and lowers the odds of a major disruption to oil flows through the Strait of Hormuz. That has led to a strong day for apparel and footwear names, which are especially sensitive to freight, synthetic-fiber input costs, and consumer confidence. On Kalshi, the risk of a U.S. recession in 2026 fell to 26% after being as high as 39% last month. Luxury stocks pushed notably higher, including Ralph Lauren ( RL ) +6.9%, Tapestry ( TPR ) +7.2%, Capri Holdings ( CPRI ) +6.9%, Estée Lauder (LVMH) +7.9%, Hermès ( HESAY ) +6.6%, Kering SA ( PPRUF ) +5.4%, Compagnie Financière Richemont SA ( CFRUY ) +7.7%, and Burberry ( BURBY ) +6.5%, Further down the spending line in the apparel sector, Kontoor Brands ( KTB ) +7.8%, Canada Goose ( GOOS ) +6.8%, VF Corp ( VFC ) +5.5%, Gildan Activewear ( GIL ) +5.5%, Lululemon ( LULU ) +4.4%, and PVH ( PVH ) +3.9% were also in rally mode. In the footwear sector, the biggest gainers were On Holding AG ( ONON ) +7.2%, Birkenstock ( BIRK ) +7.0%, Crocs ( CROX ) +6.0%, Deckers Outdoor ( DECK ) +5.5%, and Wolverine World Wide ( WWW ) +5.2%. More on the apparel sector Tapestry: Coach Skyrockets In A Tough Consumer Economy (Upgrade) Tapestry: Great Story, But A Short Growth Runway And An Overly Optimistic Mr. Market Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued Good time to buy Ralph Lauren with more good news to come—Citi Research Apparel stocks to watch on back of Lululemon's mixed earnings report
Hyundai CEO José Muñoz reveals a bold $26B push into US manufacturing, including trucks and SUVs built in America to compete with Ford. He joins Bloomberg Open Interest to explain how Hyundai is adapting to shifting consumer demand by balancing EVs, hybrids, and gas vehicles, while tackling tariffs through full localization. (Source: Bloomberg)
Hyundai CEO José Muñoz reveals a bold $26B push into US manufacturing, including trucks and SUVs built in America to compete with Ford. He joins Bloomberg Open Interest to explain how Hyundai is adapting to shifting consumer demand by balancing EVs, hybrids, and gas vehicles, while tackling tariffs through full localization. (Source: Bloomberg)
Waters Corporation ( WAT ) announced on Wednesday that the U.S. Food and Drug Administration cleared an at-home cervical cancer screening tool comprising its Onclarity HPV Self-Collection Kit and BD’s ( BDX ) Onclarity HPV Assay. The human papillomavirus (HPV) is the single biggest factor behind cervical cancers, which, according to experts, are preventable with regular screening. Designed to dete...
Waters Corporation ( WAT ) announced on Wednesday that the U.S. Food and Drug Administration cleared an at-home cervical cancer screening tool comprising its Onclarity HPV Self-Collection Kit and BD’s ( BDX ) Onclarity HPV Assay. The human papillomavirus (HPV) is the single biggest factor behind cervical cancers, which, according to experts, are preventable with regular screening. Designed to detect all high-risk, cancer-causing genotypes of HPV, the Onclarity HPV Assay was approved by the FDA in 2024 for HPV self-collection screening in health care settings. Waters ( WAT ) and BD's ( BDX ) Biosciences & Diagnostic Solutions merged in February following a transaction worth nearly $17.5B. After collecting a cervical tissue sample, customers can send the kit via mail to be processed at a laboratory using the BD Onclarity HPV Assay. Results of the test will then be sent to the customer’s healthcare provider for follow-up actions. Waters ( WAT ) said the Onclarity HPV Self-Collection Kit will be available by prescription in the months ahead. More on Waters Waters: Doing Well, Acquired Activities Not So Much Waters Corporation (WAT) Presents at TD Cowen 46th Annual Health Care Conference Transcript Waters Corporation (WAT) Q4 2025 Earnings Call Transcript Healthcare among laggards in Q1; MRNA and DVA lead gainers while HUM drags Waters prices $3.5B senior notes offering
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis Intel Corporation ( INTC ) recently announced it is joining Elon Musk’s $25B grand vision of making leading-edge chips on American soil. This announcement has strong long-term impacts for Intel to get its foot back in the game of competing as a leading-edge foundry it once was. At the same time, the Terafab deal gives Intel a po...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis Intel Corporation ( INTC ) recently announced it is joining Elon Musk’s $25B grand vision of making leading-edge chips on American soil. This announcement has strong long-term impacts for Intel to get its foot back in the game of competing as a leading-edge foundry it once was. At the same time, the Terafab deal gives Intel a potential revenue anchor by bringing in external demand for its 18A process node. But the earliest production roadmaps for kickstarting chip manufacturing at Terafab are only in 2027, and those roadmaps aren’t even official yet. Meanwhile, Intel is still stuck with an outlook that indicates low single-digit growth. While I am happy about my massive call on Intel last year, I am downgrading my view on Intel to a neutral stance, advising investors to start fading any rally from here on. What Tesla’s Terafab Venture Does for Intel With the arrival of LBT (Lip-Bu Tan, Intel’s current CEO) last year, I was extremely encouraged by LBT’s strategic initiatives to first arrest the rapid margin declines and shore up its balance sheet . At the time, I believed markets were still mispricing Intel’s new roadmap to conserve costs and protect shareholders, which I noted in July last year . Since my upgraded coverages last year, Intel’s shares are up 160%. Exhibit A: Author’s coverage history on Intel, TTM basis. (Seeking Alpha) There was speculation last year about management cancelling its 18A node due to low yields, something I had previously expressed mixed feelings about. But over the last many months, Intel has made meaningful improvements to the yield on its 18A process node and gotten their production yield to a point where the new Core Ultra Series 3 chips, internally known as "Panther Lake," have already started shipping and will hit mass production in H2 2026. This coincides with the 7-8% per month yield improvement LBT revealed in the Q4 earnings call a few months ago. Progress o...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis Intel Corporation ( INTC ) recently announced it is joining Elon Musk’s $25B grand vision of making leading-edge chips on American soil. This announcement has strong long-term impacts for Intel to get its foot back in the game of competing as a leading-edge foundry it once was. At the same time, the Terafab deal gives Intel a po...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis Intel Corporation ( INTC ) recently announced it is joining Elon Musk’s $25B grand vision of making leading-edge chips on American soil. This announcement has strong long-term impacts for Intel to get its foot back in the game of competing as a leading-edge foundry it once was. At the same time, the Terafab deal gives Intel a potential revenue anchor by bringing in external demand for its 18A process node. But the earliest production roadmaps for kickstarting chip manufacturing at Terafab are only in 2027, and those roadmaps aren’t even official yet. Meanwhile, Intel is still stuck with an outlook that indicates low single-digit growth. While I am happy about my massive call on Intel last year, I am downgrading my view on Intel to a neutral stance, advising investors to start fading any rally from here on. What Tesla’s Terafab Venture Does for Intel With the arrival of LBT (Lip-Bu Tan, Intel’s current CEO) last year, I was extremely encouraged by LBT’s strategic initiatives to first arrest the rapid margin declines and shore up its balance sheet . At the time, I believed markets were still mispricing Intel’s new roadmap to conserve costs and protect shareholders, which I noted in July last year . Since my upgraded coverages last year, Intel’s shares are up 160%. Exhibit A: Author’s coverage history on Intel, TTM basis. (Seeking Alpha) There was speculation last year about management cancelling its 18A node due to low yields, something I had previously expressed mixed feelings about. But over the last many months, Intel has made meaningful improvements to the yield on its 18A process node and gotten their production yield to a point where the new Core Ultra Series 3 chips, internally known as "Panther Lake," have already started shipping and will hit mass production in H2 2026. This coincides with the 7-8% per month yield improvement LBT revealed in the Q4 earnings call a few months ago. Progress o...
General Atlantic has closed a deal to buy home-care company Team Services Holding Inc. for about $3 billion, including debt, according to a person with knowledge of the matter. General Atlantic signed an agreement to buy Team Services from Alpine Investors earlier this year but no announcement was made . The deal closed last week, one of the people said, and values Team Services at roughly 10 time...
General Atlantic has closed a deal to buy home-care company Team Services Holding Inc. for about $3 billion, including debt, according to a person with knowledge of the matter. General Atlantic signed an agreement to buy Team Services from Alpine Investors earlier this year but no announcement was made . The deal closed last week, one of the people said, and values Team Services at roughly 10 times its earnings before interest, taxes, depreciation and amortization. A spokesperson for General Atlantic declined to comment while representatives for Alpine and Team Services didn’t immediately respond to requests for comment. The deal shows firms like General Atlantic continue to invest in companies that provide traditional health-care services even as health-care companies with exposure to technology have seen their valuations fall on concerns that they’ll be disrupted by artificial intelligence. Other recent transactions in the sector include the take private of Enhabit by Kinderhook Industries and the buyout of Select Medical Holdings Corp. by a consortium including co-founder Robert Ortenzio , executive Martin Jackson and private equity firm Welsh, Carson, Anderson & Stowe. Team Services helps seniors and people with long-term disabilities receive in-home care from people they know or choose by handling some of the back-office tasks that come along with such arrangements.
The maker of the popular open-source file encryption software VeraCrypt said Microsoft locked his online account, which may prevent device owners from booting up their computers.
The maker of the popular open-source file encryption software VeraCrypt said Microsoft locked his online account, which may prevent device owners from booting up their computers.
Iran’s Ambassador to China AbolReza Rahmani Fazli attends a press conference at the Iranian Embassy in Beijing on April 8. Photo: Hu Xuan/Caixin Iran signaled it is ready to open talks with the U.S. following a tentative ceasefire, while warning it would retaliate more forcefully if Washington abandons negotiations, Iran’s ambassador to China said Wednesday. AbolReza Rahmani Fazli told a press con...
Iran’s Ambassador to China AbolReza Rahmani Fazli attends a press conference at the Iranian Embassy in Beijing on April 8. Photo: Hu Xuan/Caixin Iran signaled it is ready to open talks with the U.S. following a tentative ceasefire, while warning it would retaliate more forcefully if Washington abandons negotiations, Iran’s ambassador to China said Wednesday. AbolReza Rahmani Fazli told a press conference in Beijing that Tehran would engage based on a 10-point peace plan it has proposed, which U.S. officials have indicated could serve as a workable framework.