Image source: The Motley Fool. March 4, 2026 CALL PARTICIPANTS President and Chief Executive Officer — Hock Tan Chief Financial Officer — Kirsten Spears Chief Operating Officer — Charlie Coaz Head of Investor Relations — Ji Yoo Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $19.3 billion, up 29%, driven by outperformance in AI semiconductors. -- $19.3 b...
Image source: The Motley Fool. March 4, 2026 CALL PARTICIPANTS President and Chief Executive Officer — Hock Tan Chief Financial Officer — Kirsten Spears Chief Operating Officer — Charlie Coaz Head of Investor Relations — Ji Yoo Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $19.3 billion, up 29%, driven by outperformance in AI semiconductors. -- $19.3 billion, up 29%, driven by outperformance in AI semiconductors. Adjusted EBITDA -- $13.1 billion, 68% of revenue; a record level, above guidance. -- $13.1 billion, 68% of revenue; a record level, above guidance. Q2 Revenue Guidance -- $22 billion, representing expected acceleration to 47% growth. -- $22 billion, representing expected acceleration to 47% growth. Semiconductor Revenue -- $12.5 billion, up 52%, with AI semiconductor revenue at $8.4 billion, up 106%. -- $12.5 billion, up 52%, with AI semiconductor revenue at $8.4 billion, up 106%. Q2 AI Semiconductor Guidance -- $10.7 billion, projecting 140% growth, driving anticipated $14.8 billion total semiconductor revenue. -- $10.7 billion, projecting 140% growth, driving anticipated $14.8 billion total semiconductor revenue. AI Networking Revenue -- Up 60%; reached one third of AI revenue, expected to rise to 40% of total AI revenue next quarter. -- Up 60%; reached one third of AI revenue, expected to rise to 40% of total AI revenue next quarter. Customer Accelerator Business -- Grew 140%, with continued momentum projected; Meta’s MTIA roadmap specifically cited as "alive and well." -- Grew 140%, with continued momentum projected; Meta’s MTIA roadmap specifically cited as "alive and well." Component Supply Secured -- "we have fully secured capacity of these components for 2026 through 2028," per management statement. -- "we have fully secured capacity of these components for 2026 through 2028," per management statement. 2027 AI Revenue Outlook -- Management stated, "Today, in fact, we have line of sight to achieve AI reve...
US Representative Maria Elvira Salazar, a Florida Republican, urges the US government to take decisive action against the Cuban regime, describing it as the "mothership of evil" in the Western Hemisphere. She speaks on "Balance of Power: Evening Edition." (Source: Bloomberg)
US Representative Maria Elvira Salazar, a Florida Republican, urges the US government to take decisive action against the Cuban regime, describing it as the "mothership of evil" in the Western Hemisphere. She speaks on "Balance of Power: Evening Edition." (Source: Bloomberg)
South Korean equities bounced back after their biggest one-day slump on record, as bargain hunters stepped back into a market battered by panic selling. The benchmark Kospi surged as much as 12%, the biggest intraday gain since October 2008, after sinking by about the same amount on Wednesday. Samsung Electronics Co. and SK Hynix Inc. , the chip heavyweights that paced the country’s world-beating ...
South Korean equities bounced back after their biggest one-day slump on record, as bargain hunters stepped back into a market battered by panic selling. The benchmark Kospi surged as much as 12%, the biggest intraday gain since October 2008, after sinking by about the same amount on Wednesday. Samsung Electronics Co. and SK Hynix Inc. , the chip heavyweights that paced the country’s world-beating gains since the start of last year, both jumped more than 13%. South Korea briefly halted program trading in Kospi and Kosdaq markets after futures jumped at the open. “Given the strength of the bull run in Korea earlier in 2026, and the country’s reliance on energy imports, it is not surprising the Kospi has been the market to lead the equity falls in Asia,” said Mark Preskett , a senior portfolio manager at Morningstar Wealth. There will be continued support for the Kospi thanks to the attractive valuations for SK Hynix and Samsung, the key beneficiaries of the global artificial intelligence boom, he said. The slide earlier this week was driven by the jump in oil prices caused by the Iran war, which led to panic selling. Despite Thursday’s bounce, there are still plenty of reasons to be cautious, as margin debt is hovering near record highs, and the Middle East crisis may deteriorate further. With the Kospi still up more than 30% this year even after the plunge, investors are weighing whether this week’s volatile swings mark the end of an overheated rally, or the start of a more selective phase of opportunity in Asia’s fourth-largest economy. “These selloffs, especially in the last two days are completely positioning-driven, not fundamental driven,” said Rob Li , managing partner at Amont Partners, a hedge fund in New York. Li thinks there are good opportunities to selectively buy Korean equities after the crash. “We want to be very surgical in terms of buying the companies,” he said, adding that SK Hynix fits the bill given its strong free cash flow generation and a reas...
Arsenal are now firmly cast as the villains of the Premier League title race - but this frenzied night at Brighton might just be the one that ultimately makes them victors. The Gunners would, in all likelihood, end up as unpopular, unloved champions as their hard-nosed approach comes under increasingly unflattering scrutiny. And more came their way after a contentious eyesore of a game settled by ...
Arsenal are now firmly cast as the villains of the Premier League title race - but this frenzied night at Brighton might just be the one that ultimately makes them victors. The Gunners would, in all likelihood, end up as unpopular, unloved champions as their hard-nosed approach comes under increasingly unflattering scrutiny. And more came their way after a contentious eyesore of a game settled by Bukayo Saka's early goal, one that saw Arsenal's lead at the top of the table extended to seven points to create a potentially decisive advantage. Will Arsenal and manager Mikel Arteta care if the means justify the end of a 22-year wait to win the Premier League? Unlikely. Arteta's side have been criticised for what outside observers regard as their employment of dark arts and an over-reliance on set-piece expertise to maintain their position at the top of the table. And the 1-0 victory at The Amex was the very definition of ugly. In fact to describe it as "ugly" is an insult to ugly. When the half-time whistle arrived their xG was just 0.01 and the second half was hardly an improvement given it took until the 88th minute for Kai Havertz to register their second effort on target. The final result was the 10th time this season they have won by a single goal. It was certainly not pleasing on the eye to Brighton's head coach Fabian Hurzeler, who spent almost the entire game enraged by Arsenal's strategy and what unfolded before him. And yet, as the Gunners fans reacted joyously at the final whistle to this win and also at Manchester City's failure to beat Nottingham Forest, this beast of a triumph might turn out to be a beauty. As Arsenal celebrated and City slipped, this felt like it may well be the defining night in this tense battle to the Premier League finishing line. This is not a popularity contest. It is a title contest Arsenal are currently winning. Hurzeler, who flagged up what he clearly regarded as Arsenal's time-wasting before the game, did not have his opinion ch...
Image source: The Motley Fool. Wednesday, March 4, 2026, at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Ken Gaglione Chief Financial Officer — Brian J. Bertaux Senior Vice President of Sales and Marketing — Kathleen L. Houghton TAKEAWAYS Quarterly Revenue -- $44.4 million in revenue, representing 28% growth, primarily driven by increased sales volume outside the primary sel...
Image source: The Motley Fool. Wednesday, March 4, 2026, at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Ken Gaglione Chief Financial Officer — Brian J. Bertaux Senior Vice President of Sales and Marketing — Kathleen L. Houghton TAKEAWAYS Quarterly Revenue -- $44.4 million in revenue, representing 28% growth, primarily driven by increased sales volume outside the primary selling season. -- $44.4 million in revenue, representing 28% growth, primarily driven by increased sales volume outside the primary selling season. Quarterly Gross Profit -- $3.5 million, down from $5.8 million in the prior year’s comparable period, reflecting $4.2 million in inventory-related costs tied to inventory buildup. -- $3.5 million, down from $5.8 million in the prior year’s comparable period, reflecting $4.2 million in inventory-related costs tied to inventory buildup. Quarterly Operating Loss -- $11.2 million, impacted by $8.2 million of inventory-related costs and $4.0 million in executive severance; non-GAAP adjusted operating loss was $7.2 million. -- $11.2 million, impacted by $8.2 million of inventory-related costs and $4.0 million in executive severance; non-GAAP adjusted operating loss was $7.2 million. Quarterly Net Loss -- $8.6 million, or $0.20 per diluted share, compared to a $2.6 million loss, or $0.06 per share, with inventory and severance costs cited as primary drivers. -- $8.6 million, or $0.20 per diluted share, compared to a $2.6 million loss, or $0.06 per share, with inventory and severance costs cited as primary drivers. Annual Revenue -- $246.6 million for 2025, an increase of 4%, primarily from a 6% increase in sales volume partially offset by marginally lower pricing. -- $246.6 million for 2025, an increase of 4%, primarily from a 6% increase in sales volume partially offset by marginally lower pricing. Annual Gross Margin -- 25.2%, compared to 27.7% the previous year, with decline attributed to softer refrigerant prices and increased freigh...
"It's quite a difficult circle to square for them," says Khair, the Sudanese political analyst. "The US has to figure out how to allay the concerns of, as well as appease, its foreign friends who are actively involved in this war, in particular Egypt, Saudi Arabia and the UAE. And it hasn't yet figured out how to do that."
"It's quite a difficult circle to square for them," says Khair, the Sudanese political analyst. "The US has to figure out how to allay the concerns of, as well as appease, its foreign friends who are actively involved in this war, in particular Egypt, Saudi Arabia and the UAE. And it hasn't yet figured out how to do that."
Baytex Energy (BTE) came out with a quarterly loss of $0.31 per share versus the Zacks Consensus Estimate of $0.02. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1,650.00%. A quarter ago, it was expected that this oil and natural gas company would post earnings of $0.01 per share ...
Baytex Energy (BTE) came out with a quarterly loss of $0.31 per share versus the Zacks Consensus Estimate of $0.02. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1,650.00%. A quarter ago, it was expected that this oil and natural gas company would post earnings of $0.01 per share when it actually produced earnings of $0.03, delivering a surprise of +200%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Baytex, which belongs to the Zacks Oil and Gas - Exploration and Production - Canadian industry, posted revenues of $251.39 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 53.93%. This compares to year-ago revenues of $726.91 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Baytex shares have added about 19.5% since the beginning of the year versus the S&P 500's decline of 0.4%. What's Next for Baytex? While Baytex has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estim...
For Godoy, the biggest strain was not the conditions he was kept in but being separated from his loved ones - "the torture of not knowing where your family members are, how they are, because they cut you off - they isolate you from the world".
For Godoy, the biggest strain was not the conditions he was kept in but being separated from his loved ones - "the torture of not knowing where your family members are, how they are, because they cut you off - they isolate you from the world".
Following its sale in the US, TikTok updated its terms for American users last month, and has increased the amount of data the platform gathers there. Users can choose to opt out of some of it, such as precise location sharing, although this can also be established via the device itself.
Following its sale in the US, TikTok updated its terms for American users last month, and has increased the amount of data the platform gathers there. Users can choose to opt out of some of it, such as precise location sharing, although this can also be established via the device itself.
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of Meritage Homes (NYSE:MTH) with a Buy recommendation. Analyst Price Forecast Suggests 16.07% Upside As of February 25, 2026, the average one-year price target for Meritage Homes is $83.67/share. The forecasts range from a low of $61.82 to a high of $99.75. The average price target represents an increase of 16.07% from its...
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of Meritage Homes (NYSE:MTH) with a Buy recommendation. Analyst Price Forecast Suggests 16.07% Upside As of February 25, 2026, the average one-year price target for Meritage Homes is $83.67/share. The forecasts range from a low of $61.82 to a high of $99.75. The average price target represents an increase of 16.07% from its latest reported closing price of $72.08 / share. See our leaderboard of companies with the largest price target upside. The projected annual revenue for Meritage Homes is 7,392MM, an increase of 26.19%. The projected annual non-GAAP EPS is 9.38. What is the Fund Sentiment? There are 507 funds or institutions reporting positions in Meritage Homes. This is an decrease of 283 owner(s) or 35.82% in the last quarter. Average portfolio weight of all funds dedicated to MTH is 0.14%, an increase of 28.46%. Total shares owned by institutions decreased in the last three months by 18.04% to 72,469K shares. The put/call ratio of MTH is 0.27, indicating a bullish outlook. What are Other Shareholders Doing? Capital World Investors holds 1,988K shares representing 2.98% ownership of the company. No change in the last quarter. Geode Capital Management holds 1,668K shares representing 2.50% ownership of the company. In its prior filing, the firm reported owning 1,713K shares , representing a decrease of 2.69%. The firm decreased its portfolio allocation in MTH by 54.38% over the last quarter. Goldman Sachs Group holds 1,602K shares representing 2.40% ownership of the company. In its prior filing, the firm reported owning 1,601K shares , representing an increase of 0.10%. The firm decreased its portfolio allocation in MTH by 8.36% over the last quarter. Greenhaven Associates holds 1,465K shares representing 2.19% ownership of the company. In its prior filing, the firm reported owning 1,453K shares , representing an increase of 0.85%. The firm decreased its portfolio allocation in MTH by 2.3...
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of KB Home (NYSE:KBH) with a Hold recommendation. Analyst Price Forecast Suggests 3.41% Upside As of February 25, 2026, the average one-year price target for KB Home is $62.58/share. The forecasts range from a low of $50.50 to a high of $82.95. The average price target represents an increase of 3.41% from its latest reporte...
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of KB Home (NYSE:KBH) with a Hold recommendation. Analyst Price Forecast Suggests 3.41% Upside As of February 25, 2026, the average one-year price target for KB Home is $62.58/share. The forecasts range from a low of $50.50 to a high of $82.95. The average price target represents an increase of 3.41% from its latest reported closing price of $60.52 / share. See our leaderboard of companies with the largest price target upside. The projected annual revenue for KB Home is 6,993MM, an increase of 12.14%. The projected annual non-GAAP EPS is 4.76, a decrease of 21.61% from the prior forecast. What is the Fund Sentiment? There are 522 funds or institutions reporting positions in KB Home. This is an decrease of 292 owner(s) or 35.87% in the last quarter. Average portfolio weight of all funds dedicated to KBH is 0.08%, an increase of 38.03%. Total shares owned by institutions decreased in the last three months by 23.66% to 62,580K shares. The put/call ratio of KBH is 0.94, indicating a bullish outlook. What are Other Shareholders Doing? Capital World Investors holds 2,958K shares representing 4.68% ownership of the company. No change in the last quarter. FCPVX - Fidelity Small Cap Value Fund holds 1,818K shares representing 2.88% ownership of the company. In its prior filing, the firm reported owning 1,803K shares , representing an increase of 0.83%. The firm decreased its portfolio allocation in KBH by 2.42% over the last quarter. Geode Capital Management holds 1,594K shares representing 2.52% ownership of the company. In its prior filing, the firm reported owning 1,703K shares , representing a decrease of 6.84%. The firm decreased its portfolio allocation in KBH by 57.22% over the last quarter. Delaware Management Holdings holds 1,549K shares representing 2.45% ownership of the company. Invesco holds 1,187K shares representing 1.88% ownership of the company. In its prior filing, the firm reported ...
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of Lennar (NYSE:LEN) with a Hold recommendation. Analyst Price Forecast Suggests 2.50% Upside As of February 25, 2026, the average one-year price target for Lennar is $111.12/share. The forecasts range from a low of $80.80 to a high of $147.00. The average price target represents an increase of 2.50% from its latest reporte...
Fintel reports that on March 4, 2026, Truist Securities initiated coverage of Lennar (NYSE:LEN) with a Hold recommendation. Analyst Price Forecast Suggests 2.50% Upside As of February 25, 2026, the average one-year price target for Lennar is $111.12/share. The forecasts range from a low of $80.80 to a high of $147.00. The average price target represents an increase of 2.50% from its latest reported closing price of $108.41 / share. See our leaderboard of companies with the largest price target upside. The projected annual revenue for Lennar is 37,097MM, an increase of 8.51%. The projected annual non-GAAP EPS is 9.39, a decrease of 36.22% from the prior forecast. What is the Fund Sentiment? There are 1,147 funds or institutions reporting positions in Lennar. This is an decrease of 520 owner(s) or 31.19% in the last quarter. Average portfolio weight of all funds dedicated to LEN is 0.22%, an increase of 4.09%. Total shares owned by institutions decreased in the last three months by 16.06% to 208,335K shares. The put/call ratio of LEN is 0.75, indicating a bullish outlook. What are Other Shareholders Doing? Eagle Capital Management holds 10,986K shares representing 5.07% ownership of the company. In its prior filing, the firm reported owning 9,455K shares , representing an increase of 13.94%. The firm decreased its portfolio allocation in LEN by 7.25% over the last quarter. Greenhaven Associates holds 10,094K shares representing 4.66% ownership of the company. In its prior filing, the firm reported owning 9,653K shares , representing an increase of 4.37%. The firm decreased its portfolio allocation in LEN by 9.11% over the last quarter. Aristotle Capital Management holds 8,726K shares representing 4.03% ownership of the company. In its prior filing, the firm reported owning 9,143K shares , representing a decrease of 4.77%. The firm decreased its portfolio allocation in LEN by 19.36% over the last quarter. Berkshire Hathaway holds 7,051K shares representing 3.26% owners...