Abacus Global Management press release ( ABX ): Q4 Non-GAAP EPS of $0.23 beats by $0.04 . Revenue of $71.9M (+116.6% Y/Y) beats by $16.84M . Outlook The Company is initiating its full year 2026 outlook for Adjusted net income to between $96 million and $104 million. The range implies growth of up to 22% compared to full year 2025 Adjusted net income of $85.7 million. Shares +2.54% . More on Abacus...
Abacus Global Management press release ( ABX ): Q4 Non-GAAP EPS of $0.23 beats by $0.04 . Revenue of $71.9M (+116.6% Y/Y) beats by $16.84M . Outlook The Company is initiating its full year 2026 outlook for Adjusted net income to between $96 million and $104 million. The range implies growth of up to 22% compared to full year 2025 Adjusted net income of $85.7 million. Shares +2.54% . More on Abacus Global Management Abacus Global Management: One Of The Market's Most Overlooked Growth Stories Abacus Global to buy $53M minority stake in Manning & Napier Top Quant rated insurance brokers in focus amid AI disruption fears Seeking Alpha’s Quant Rating on Abacus Global Management Historical earnings data for Abacus Global Management
JHVEPhoto Ulta Beauty ( ULTA ) continued its trend of strong comparable sales growth and better-than-expected net sales, although a miss on f ourth-quarter profits and light FY26 guidance disappointed investors and weighed on the company’s share price in Thursday’s after-hours trading. The beauty retailer earned a profit of $8.01 per share, down from $8.46 in the same quarter last year and two cen...
JHVEPhoto Ulta Beauty ( ULTA ) continued its trend of strong comparable sales growth and better-than-expected net sales, although a miss on f ourth-quarter profits and light FY26 guidance disappointed investors and weighed on the company’s share price in Thursday’s after-hours trading. The beauty retailer earned a profit of $8.01 per share, down from $8.46 in the same quarter last year and two cents less than Wall Street’s expectations. However, thanks to the success of its Beauty Unleashed strategy, increased comparable store sales, and its Space NK acquisition, top-line results continue to outperform, with net sales increasing 11.8% in the fourth quarter to an above consensus $3.9B versus $3.82B estimates, while comparable sales were up 5.8% versus 1.5% in Q4 2024 and above 4.25% estimates. Gross profit as a percentage of sales narrowed 10 basis points to 38.1% while operating income as a percentage of net sales narrowed 260 basis points to 12.2%. For FY26, Ulta ( ULTA ) expects net sales to increase by 6% to 7%, translating to a range of $13.14B to $13.27B and above $13.13B estimates. Comparable store sales, however, are expected to increase by 2.5% to 3.5% with a midpoint of 3% that is below the 3.47% consensus estimate, while EPS is seen between $28.05 and $28.55 per share, with a midpoint of $28.30 that is also below the $28.58 estimate. Shares were down as much as 10% in late trading. More on Ulta Beauty Ulta Beauty: Quarterly Preview And The Case For A Premium Ulta Beauty: Relief Rally Went Overboard Ulta Beauty: Strong Comp Sales As Retail Sector Looks To Rebound Ulta Beauty GAAP EPS of $8.01 misses by $0.02, revenue of $3.89B beats by $70M Ulta earnings preview: Traders bet market share and holiday demand will dominate the call
On February 17, 2026, Engle Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its stake in ACV Auctions (ACVA 3.00%), exiting 1,213,329 shares worth $12.02 million. What happened According to a U.S. Securities and Exchange Commission (SEC) filing dated February 17, 2026, Engle Capital Management completely exited its position in ACV Auctions (ACVA 3....
On February 17, 2026, Engle Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its stake in ACV Auctions (ACVA 3.00%), exiting 1,213,329 shares worth $12.02 million. What happened According to a U.S. Securities and Exchange Commission (SEC) filing dated February 17, 2026, Engle Capital Management completely exited its position in ACV Auctions (ACVA 3.00%), selling 1,213,329 shares. The quarter-end position value dropped by $12.02 million as a result. What else to know Engle Capital Management sold out its ACV Auctions stake, removing a position that previously represented 4.24% of the fund’s AUM as of the prior quarter. Top holdings after the filing: NASDAQ:TLN: $28.86 million (11.1% of AUM) NYSE:TBBB: $25.04 million (9.7% of AUM) NASDAQ:LGN: $24.06 million (9.3% of AUM) NASDAQ:ROAD: $20.08 million (7.7% of AUM) NYSE:VST: $17.75 million (6.8% of AUM) As of February 16, 2026, ACV Auctions shares were priced at $6.61, down 65% over the past year and significantly underperforming the S&P 500’s roughly 20% gain in the same period. Company overview Metric Value Revenue (TTM) $759.6 million Net income (TTM) ($66.1 million) Price (as of market close February 13, 2026) $6.61 One-year price change (65%) Company snapshot ACV Auctions offers a digital marketplace for wholesale vehicle auctions, data analytics services on vehicle condition and value, and customer financing solutions. The firm generates revenue primarily through transaction fees on vehicle sales, value-added data services, and financial products for marketplace participants. It serves automotive dealers, fleet operators, and commercial sellers seeking efficient, data-driven wholesale vehicle transactions. ACV Auctions operates at scale within the U.S. wholesale automotive market, leveraging a digital platform to streamline vehicle remarketing and data-driven decision-making. Its integrated approach combines marketplace liquidity, proprietary vehicle data, and ancill...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) said Thursday it has lost 15% of its total oil and gas production due to the Middle East war, forcing it to shut fields in the United Arab Emirates, Qatar, and Iraq. The company's statement apparently is the first confirmation of widespread output outages in the UAE due to the crisis; Qatar and Iraq previously announced production cut...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) said Thursday it has lost 15% of its total oil and gas production due to the Middle East war, forcing it to shut fields in the United Arab Emirates, Qatar, and Iraq. The company's statement apparently is the first confirmation of widespread output outages in the UAE due to the crisis; Qatar and Iraq previously announced production cuts, but the UAE has not released any official information. TotalEnergies ( TTE ) also said income from an $8/bbl rise in oil prices that has occurred as a result of the war would more than offset the loss of production in the Middle East this year as it brings online additional production elsewhere. Separately, TotalEnergies ( TTE ) said it has resumed production at its Mabruk oilfield onshore Libya via a new production unit with capacity of 25K bbl/day; activity at the field was halted in 2015 after damages and the security situation from the Libyan civil war. Also, the company said it is capping the price of gasoline and diesel at its stations in France at €1.99 and €2.09 per liter, respectively, until March 31 to protect consumers from the “exceptional market volatility” caused by the Middle East war. More on TotalEnergies TotalEnergies: Then Came Iran TotalEnergies: LNG Exposure And AI Power Demand Offer Structural Growth TotalEnergies Q4 2025 Earnings Call Transcript
Resolute Holdings Management, press release ( RHLD ): Q4 Non-GAAP Net Sales of $118 million, up 17% GAAP Net Income of $43 million, up 189% Pro Forma Adj . EBITDA of $43 million, up 41%, and Pro Forma Adj . EBITDA margin of 36.5%, up 640 basis points Full Year 2025 Results compared to prior year period unless otherwise noted; does not include results for Husky Technologies Non-GAAP Net Sales of $4...
Resolute Holdings Management, press release ( RHLD ): Q4 Non-GAAP Net Sales of $118 million, up 17% GAAP Net Income of $43 million, up 189% Pro Forma Adj . EBITDA of $43 million, up 41%, and Pro Forma Adj . EBITDA margin of 36.5%, up 640 basis points Full Year 2025 Results compared to prior year period unless otherwise noted; does not include results for Husky Technologies Non-GAAP Net Sales of $462 million, up 10% GAAP Net Loss of $136 million, down 48% Pro Forma Adj . EBITDA of $171 million, up 24%, and Pro Forma Adj . EBITDA margin of 36.9%, up 408 basis points More on Resolute Holdings Management, Resolute Holdings Management: Overvalued, M&A-Fueled Growth Financial information for Resolute Holdings Management,
Expand NYSE : HIMS Hims & Hers Health Today's Change ( -7.75 %) $ -2.00 Current Price $ 23.88 Key Data Points Market Cap $5.9B Day's Range $ 23.77 - $ 27.20 52wk Range $ 13.74 - $ 70.43 Volume 2.1M Avg Vol 30M Gross Margin 60.86 % Hims & Hers Health (HIMS 7.75%), a direct-to-consumer telehealth platform offering prescription and non-prescription health products, closed Thursday at $23.84, down 7.8...
Expand NYSE : HIMS Hims & Hers Health Today's Change ( -7.75 %) $ -2.00 Current Price $ 23.88 Key Data Points Market Cap $5.9B Day's Range $ 23.77 - $ 27.20 52wk Range $ 13.74 - $ 70.43 Volume 2.1M Avg Vol 30M Gross Margin 60.86 % Hims & Hers Health (HIMS 7.75%), a direct-to-consumer telehealth platform offering prescription and non-prescription health products, closed Thursday at $23.84, down 7.88%. The stock fell as traders took profits after a sharp multi-day rally driven by its new Novo Nordisk partnership and a shift in its GLP-1 strategy, and investors are watching execution on its branded obesity drugs. Trading volume reached 68 million shares, coming in about 126% above its three-month average of 30 million shares. Hims & Hers Health IPO'd in 2019 and has grown 144% since going public. How the markets moved today S&P 500 (^GSPC 1.52%) finished Thursday down 1.52% at 6,673, while the Nasdaq Composite (^IXIC 1.78%) lost 1.78% to close at 22,312. Among telehealth and online pharmacy stocks, Teladoc Health (TDOC 1.74%) closed at $5.36 (-2.10%) and American Well (AMWL 4.68%) ended at $5.49 (-4.85%), highlighting broad pressure across digital health peers. What this means for investors Despite Hims and Hers’ bad Thursday in the markets, it’s important to remember that the company had an amazingly good week. Even after Thursday’s decline, the stock is up 50% over the last five trading days. This incredible run followed news of a partnership with Novo Nordisk for branded weight-loss drugs, an impressive earnings report, and an analyst upgrade. That said, a longer time horizon shows a stock that is still struggling. Shares are down 27% year to date 30% over the trailing twelve months. The longer-term stock struggles and the more recent recovery are a microcosm of where this business is at the moment. It sells products that may fall into or near the grey area around patent protections, so investors need to be aware of those risks and keep an eye on litigation and pote...
The key differences between the ProShares - UltraPro QQQ (TQQQ 5.11%) and the ProShares - Ultra QQQ (QLD 3.42%) are leverage level, risk profile, and fund size. TQQQ offers 3x daily leverage and higher volatility, while QLD provides 2x leverage with a gentler drawdown and smaller asset base. Both TQQQ and QLD are designed for investors seeking magnified exposure to the Nasdaq-100 Index, but they u...
The key differences between the ProShares - UltraPro QQQ (TQQQ 5.11%) and the ProShares - Ultra QQQ (QLD 3.42%) are leverage level, risk profile, and fund size. TQQQ offers 3x daily leverage and higher volatility, while QLD provides 2x leverage with a gentler drawdown and smaller asset base. Both TQQQ and QLD are designed for investors seeking magnified exposure to the Nasdaq-100 Index, but they use different leverage multiples. This comparison looks at cost, performance, risk, liquidity, and portfolio makeup to help clarify which leveraged approach may appeal based on your risk tolerance and goals. Snapshot (cost & size) Metric TQQQ QLD Issuer ProShares ProShares Expense ratio 0.82% 0.95% 1-yr return (as of Mar. 11, 2026) 68.4% 50.8% Dividend yield 0.69% 0.2% Beta 3.59 2.34 AUM $27.3 billion $9.9 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Both funds are priced similarly, with QLD carrying a nearly identical expense ratio to TQQQ. TQQQ pays a higher dividend yield, which may appeal to those seeking a slightly larger payout from a leveraged product. Performance & risk comparison Metric TQQQ QLD Max drawdown (5 y) -81.76% -63.78% Growth of $1,000 over 5 years $2,230 $2,368 Expand NYSEMKT : QLD ProShares Trust - ProShares Ultra Qqq Today's Change ( -3.42 %) $ -2.32 Current Price $ 65.58 Key Data Points Day's Range $ 65.51 - $ 67.09 52wk Range $ 32.36 - $ 76.67 Volume 5.3M What's inside QLD seeks to deliver twice the daily performance of the Nasdaq-100, using swaps and derivatives to achieve its leverage. The fund holds 121 positions and, as of its nearly 20-year track record, allocates half its assets to technology, with meaningful slices in communication services and consumer cyclical. Its top holdings include Nvidia (NVDA 1.53%), Microsoft (MSFT 0.73%), and Apple (AAPL 1.93%). Like TQQQ, QLD resets its leverage daily, which can ...
Atlanticus Holdings press release ( ATLC ): Q4 GAAP EPS of $1.75 beats by $0.16 . Revenue of $734.38M (+107.9% Y/Y) beats by $42.57M . More on Atlanticus Holdings Seeking Alpha’s Quant Rating on Atlanticus Holdings Historical earnings data for Atlanticus Holdings Financial information for Atlanticus Holdings
Atlanticus Holdings press release ( ATLC ): Q4 GAAP EPS of $1.75 beats by $0.16 . Revenue of $734.38M (+107.9% Y/Y) beats by $42.57M . More on Atlanticus Holdings Seeking Alpha’s Quant Rating on Atlanticus Holdings Historical earnings data for Atlanticus Holdings Financial information for Atlanticus Holdings
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone cate...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category. (Source: Bloomberg)
Mach Natural Resources LPp press release ( MNR ):Mach reported total revenue and net income of $388 million and $73 million in the fourth quarter of 2025, respectively. For the full year 2025, Mach reported total revenue and net income of $1.2 billion and $143 million, respectively. During the fourth quarter, the average realized price was $58.14 per barrel of oil, $2.54 per thousand cubic feet of...
Mach Natural Resources LPp press release ( MNR ):Mach reported total revenue and net income of $388 million and $73 million in the fourth quarter of 2025, respectively. For the full year 2025, Mach reported total revenue and net income of $1.2 billion and $143 million, respectively. During the fourth quarter, the average realized price was $58.14 per barrel of oil, $2.54 per thousand cubic feet of natural gas, and $21.28 per barrel of natural gas liquids (“NGLs”). These prices exclude the effects of derivatives. As of December 31, 2025, Mach had a cash balance of $43 million and $705 million utilized under its $1.0 billion revolving credit facility, leaving approximately $338 million of available liquidity. More on Mach Natural Resources LPp Mach Natural Resources: Capital Efficiency In Mature Basins Mach Natural Resources: High Yield And Deeply Discounted Gas Exposure To Fuel The AI Boom Mach Natural Resources LPp Q4 2025 Earnings Preview Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark Seeking Alpha’s Quant Rating on Mach Natural Resources LPp
Mineralys Therapeutics press release ( MLYS ): Q4 GAAP EPS of -$0.40 beats by $0.13 . Cash, cash equivalents, and investments were $656.6 million as of December 31, 2025, compared to $198.2 million as of December 31, 2024. The company believes that its current cash, cash equivalents, and investments will be sufficient to fund its planned clinical trials and regulatory activities, as well as suppor...
Mineralys Therapeutics press release ( MLYS ): Q4 GAAP EPS of -$0.40 beats by $0.13 . Cash, cash equivalents, and investments were $656.6 million as of December 31, 2025, compared to $198.2 million as of December 31, 2024. The company believes that its current cash, cash equivalents, and investments will be sufficient to fund its planned clinical trials and regulatory activities, as well as support corporate operations, into 2028. More on Mineralys Therapeutics Mineralys: Pre-NDA Feedback Sets Stage For A Pivotal 2026 Mineralys spikes as blood pressure drug undergoes FDA review Seeking Alpha’s Quant Rating on Mineralys Therapeutics Historical earnings data for Mineralys Therapeutics Financial information for Mineralys Therapeutics
The Israel Defense Forces (IDF) said the decision was based in part on the various circumstances, including the complexity of the evidence; the "extremely exceptional and unprecedented circumstances due to conduct by certain senior officials in the Military Advocate General's Corps"; difficulty in transferring investigative material from the police; and the fact that the detainee had been released...
The Israel Defense Forces (IDF) said the decision was based in part on the various circumstances, including the complexity of the evidence; the "extremely exceptional and unprecedented circumstances due to conduct by certain senior officials in the Military Advocate General's Corps"; difficulty in transferring investigative material from the police; and the fact that the detainee had been released and allowed to return to Gaza in October.
A_Columbo/iStock Editorial via Getty Images Earlier this year, I released an article on GE Vernova ( GEV ) titled: "GE Vernova: The AI Power Bottleneck Trade Is Far From Over." Well, as proven by the January guidance, which validated the continuation of the upward estimate revision cycle of the company, I think the power bottleneck trade is still far from its end. In December 2025, management rais...
A_Columbo/iStock Editorial via Getty Images Earlier this year, I released an article on GE Vernova ( GEV ) titled: "GE Vernova: The AI Power Bottleneck Trade Is Far From Over." Well, as proven by the January guidance, which validated the continuation of the upward estimate revision cycle of the company, I think the power bottleneck trade is still far from its end. In December 2025, management raised guidance, doubled the dividend, and lifted its buyback authorization to $10 billion. In January 2026, the company raised its 2026 revenue outlook to $44-$45 billion, above the $41.97 billion analyst consensus, triggering a fresh round of upward estimate revisions. In fact, as I'm about to show in this piece, some bears turned bulls after the strong Q4 results and guidance. The main offset is still the Wind segment, which is still expected to lose about $400 million in EBITDA in 2026. Valuation is also rich, trading at 60x forward earnings. That said, I am not overly concerned about this multiple as long as hyperscaler capex and power infrastructure bottlenecks persist. Overall, I reiterate my strong buy rating, with a price target in mind of $1,000 before year-end. The Estimate Upward Revision Cycle May Still Have Room To Run It was back in December 2025 that GE Vernova updated investors with stronger guidance. I include the details below from the PR : GE Vernova On top of that, the company doubled its dividend and increased the buyback authorization to $10 billion from $6 billion. I discussed this upgrade in my previous coverage , where I outlined why the AI power bottleneck trade is far from over. In January, the company didn't disappoint investors after raising its 2026 and 2028 guidance. I include the full details below from the Q4 2025 earnings release : GE Vernova To put those figures into perspective, consider that the new 2026 revenue guide ($44-$45B) was above the $41.97 billion analyst consensus compiled by LSEG. Therefore, I was not surprised in the slightest ...
Two bypass oil pipelines offer a temporary solution to control prices — but nothing will replace reopening the Strait of Hormuz, Bloomberg Opinion columnist Javier Blas explains. (Source: Bloomberg)
Two bypass oil pipelines offer a temporary solution to control prices — but nothing will replace reopening the Strait of Hormuz, Bloomberg Opinion columnist Javier Blas explains. (Source: Bloomberg)