It has been a wild start to 2026 for many software and technology stocks. As investors consider the disruptive potential of artificial intelligence (AI), many tech stocks have taken a beating. Shares of data analytics specialist Palantir (PLTR 1.65%) and e-commerce and cloud computing giant Amazon (AMZN 0.89%) have both been slammed, falling about 15% and 10% year to date, respectively. Despite th...
It has been a wild start to 2026 for many software and technology stocks. As investors consider the disruptive potential of artificial intelligence (AI), many tech stocks have taken a beating. Shares of data analytics specialist Palantir (PLTR 1.65%) and e-commerce and cloud computing giant Amazon (AMZN 0.89%) have both been slammed, falling about 15% and 10% year to date, respectively. Despite the recent pessimism, both companies just reported exceptional quarterly results and continue to benefit heavily from AI adoption. But is one of these AI stocks a better place to deploy capital today? Palantir: accelerating growth, but priced for perfection Palantir's underlying business is undeniably firing on all cylinders. Its fourth-quarter revenue skyrocketed 70% year over year, marking an impressive acceleration -- up from 63% growth in Q3 and 48% growth in Q2. And what's particularly staggering is the company's outlook. The midpoint of management's guidance implies that revenue growth could accelerate again in the first quarter of 2026. Palantir guided for first-quarter revenue to be between $1.532 billion and $1.536 billion. The midpoint of this guidance range implies a year-over-year growth rate of about 74%. The company's bottom-line performance is particularly impressive. Palantir's net income in 2025 rose more than 250% year over year to $1.625 billion. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -1.65 %) $ -2.54 Current Price $ 150.96 Key Data Points Market Cap $361B Day's Range $ 148.59 - $ 154.55 52wk Range $ 66.12 - $ 207.52 Volume 1.8M Avg Vol 49M Gross Margin 82.37 % But just because a business is executing flawlessly doesn't mean its stock is a buy. At a market capitalization of more than $360 billion, Palantir trades at about 240 times its trailing-12-month earnings. A valuation like this is priced for perfection, leaving essentially no room for error. And there are early signs that a slowdown could be on the horizon. The company's total co...
nathanphoto/iStock via Getty Images Cresco Labs (OTCQX: CRLBF ) reported weak Q4-2025 financial results with decreasing revenue and a high net loss. Q1 outlook is also weak since the company has discontinued its California operations. On the positive side, the company reported free cash flow and refinanced its debt. It is unclear what the next big synergy will be for the company. The cannabis sect...
nathanphoto/iStock via Getty Images Cresco Labs (OTCQX: CRLBF ) reported weak Q4-2025 financial results with decreasing revenue and a high net loss. Q1 outlook is also weak since the company has discontinued its California operations. On the positive side, the company reported free cash flow and refinanced its debt. It is unclear what the next big synergy will be for the company. The cannabis sector remains weak due to uncertainty over rescheduling. There have been no concrete developments on rescheduling. Cannabis stock prices have been on the downtrend. The company's stock price is up 34% over the last year. The price is down 24% since I covered the company last December on Seeking Alpha . I am changing my previous Hold rating to a Sell rating. Although the company is undervalued, there is an increased risk of more mediocre performance since the company's operational footprint has decreased with the exit from California. Operations and Synergies Cresco Labs operates 73 cannabis shops across 6 states and has 13 production sites. Here is the current breakdown of stats and number of shops: Florida (31), Illinois (10), Massachusetts (4), New York (3), Ohio (6), and Pennsylvania (18). Cresco Labs has production facilities in 8 states: Illinois, Michigan, Ohio, Pennsylvania, New York, Massachusetts, Kentucky, and Florida. The company has a mixture of retail shops and wholesale operations. Curaleaf owns 7 cannabis brands . The company built a new cultivation facility in Kentucky and it is now operational. It will contribute to Q1 revenue. The company has begun selling cannabis in Germany. During the quarter, the company opened 2 new cannabis shops. Q4-2025 Financial Results The company reported revenue of $161.6 million, a 2% decrease QoQ and an 8% decrease YoY. Revenue consisted of $106 million retail and $56 million wholesale. Retail revenue stayed the same QoQ and wholesale revenue decreased 6% QoQ. Gross profit was $83.3 million, a 5% increase QoQ and less than 1% de...
BrianAJackson/iStock via Getty Images This article serves as a follow up to my previous analysis of BCB Bancorp ( BCBP ). Last year was one that BCBP investors would prefer to forget as it reported losses in two of its four quarters of operations. I discussed the reasons for the losses from Q1 2025 in my last submission. The company suffered another setback in Q4 when it charged off $15.1 million ...
BrianAJackson/iStock via Getty Images This article serves as a follow up to my previous analysis of BCB Bancorp ( BCBP ). Last year was one that BCBP investors would prefer to forget as it reported losses in two of its four quarters of operations. I discussed the reasons for the losses from Q1 2025 in my last submission. The company suffered another setback in Q4 when it charged off $15.1 million from a cannabis-related real estate property and added an additional $16.3 million in charge-offs, primarily from its commercial and industrial loan portfolio. When the losses from Q1 and Q4 are added to the gains from Q2 and Q3, BCB Bancorp recorded a loss of $0.84 per share in FY 2025 . The company did report a profit of $0.99 in FY 2024 and an even greater $1.70 in FY 2023. However, those results seem farther away than just one or two years when looking at the current condition of the company’s operations. The pathway to stability for BCBP is unlikely to be a smooth one. When I first wrote about BCBP, I rated it as a hold. Since then, the stock has posted a loss of 4.6% when dividends are added in. The S&P 500 has lost just 1.5% during this same time period. What motivated me to research the company last fall was its significant discount to its book value, and that discount certainly is even more noticeable now. A February report from S&P Global stated that the company had the greatest discount to its adjusted tangible book value of all banks in the US. Even with the assets from the bank seemingly trading at a sale price, there just is no reasonable justification for recommending a purchase of BCBP at the current time. Holding the stock through the next few quarters is likely to be a bumpy ride. Even with the recent charge-offs, the bank is not completely in the clear, but the discount to book value keeps me from dropping my rating to a sell. Company Overview BCB Bancorp is the New Jersey-based holding company for BCB Community Bank. Since its founding in 2000 with just ...
Getty Images The following segment was excerpted from the PGIM Jennison Health Sciences Fund Q4 2025 Commentary. The S&P Composite 1500 Health Care Index advanced 11.2% in the fourth quarter, outperforming the S&P 500, which gained 2.7%. Pharmaceuticals and life sciences tools & services outperformed the Index during the quarter. Biotechnology, medtech, and health care providers & services also ad...
Getty Images The following segment was excerpted from the PGIM Jennison Health Sciences Fund Q4 2025 Commentary. The S&P Composite 1500 Health Care Index advanced 11.2% in the fourth quarter, outperforming the S&P 500, which gained 2.7%. Pharmaceuticals and life sciences tools & services outperformed the Index during the quarter. Biotechnology, medtech, and health care providers & services also advanced but lagged the Index. Meanwhile, health care technology lost ground during the period. The Fund meaningfully outperformed the Index during the quarter. Stock selection within biotechnology, pharmaceuticals, and medtech, along with underweights to health care providers & services and medtech added the most value relative to the Index. Security selection in life sciences tools & services, along with an underweight to pharmaceuticals detracted the most from relative results during the period. Key Contributors Eli Lilly and Company ( LLY ) Arcutis Biotherapeutics ( ARQT ) Thermo Fisher Scientific Inc. ( TMO ) Eli Lilly and Company is a diversified biopharmaceutical company with core franchises in Diabetes, Obesity, Immunology, Neurodegeneration, and Oncology. The company is one of the two global leaders in diabetes with tirzepatide now the strongest ever launch in diabetes and obesity under the Mounjaro and Zepbound brand names and the largest drug in the industry by sales. Eli Lilly also has exciting franchises in neurology, immunology, and oncology that are starting to add meaningfully to growth. With a proven history of strong commercial execution and one of the highest Research and Development (R&D) success rates in the industry, we see opportunity for continued success. With a lack of meaningful patent expirations for the rest of the decade, the company is uniquely positioned amongst its larger-cap peers. Eli Lilly's recent quarter was extremely strong, with small beats on Mounjaro and Zepbound in the U.S. (where scripts are increasingly predictive of sales performa...
Oscars 2026: One Battle After Another and Sinners take big wins – in pictures The best photos of the night at the 98th annual Academy Awards, with big wins for Jessie Buckley, Michael B Jordan, Paul Thomas Anderson’s One Battle After Another and Ryan Coogler’s Sinners News: One Battle After Another sweeps the Oscars as Michael B Jordan and Jessie Buckley win big Oscars 2026 winners: the full list
Oscars 2026: One Battle After Another and Sinners take big wins – in pictures The best photos of the night at the 98th annual Academy Awards, with big wins for Jessie Buckley, Michael B Jordan, Paul Thomas Anderson’s One Battle After Another and Ryan Coogler’s Sinners News: One Battle After Another sweeps the Oscars as Michael B Jordan and Jessie Buckley win big Oscars 2026 winners: the full list