On February 17, 2026, Obsidian CIO disclosed in an SEC filing that it sold 466,417 shares of the JPMorgan International Value ETF (NASDAQ:JIVE) in the fourth quarter, an estimated $36.26 million trade based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Obsidian CIO sold 466,417 shares of the JPMorgan International Value ETF (NASDAQ:JIVE) in the fourth quarter. The estimated value of the trade was $36.26 million, calculated using the quarter’s average closing price. The fund ended the quarter with 33,239 shares, worth $2.67 million; its JIVE position’s value dropped by $35.01 million over the period. The JPMorgan International Value ETF provides investors with diversified exposure to international equities, targeting both developed and emerging markets through a value-oriented investment approach. The fund invests in equity securities of foreign companies across both developed and emerging markets. Its broad geographic reach offers investors access to a wide array of international opportunities. Continue reading

Benjamas Deekam PubMatic ( PUBM ) shares jumped 9.2% in extended trading Thursday after the ad-tech company reported quarterly results that exceeded Wall Street expectations on revenue and adjusted earnings. Revenue rose to $80.0 million in the quarter ended Dec. 31, beating the Wall Street consensus estimate of $75.2 million, though it declined from $85.5 million a year earlier. PubMatic ( PUBM ) also beat estimates for adjusted earnings at $0.29 a share, above the $0.15 consensus estimate. Net income fell to $6.7 million, or $0.14 a share, from $13.9 million, or $0.26 a share, a year earlier. Margins slide even as beat lands Even with the upside surprise, profitability softened from last year. PubMatic ( PUBM ) posted adjusted earnings before interest, taxes, depreciation and amortization of $27.8 million, down from $37.6 million, and the adjusted margin dropped to 35% from 44%. PubMatic ( PUBM ) generated $18.2 million of operating cash flow in the quarter, roughly flat with the prior year, and ended 2025 with $145.5 million in cash, cash equivalents and marketable securities and no debt. CEO points to agentic momentum “We delivered an exceptional fourth quarter, highlighted by strong growth across CTV, Activate, and our emerging revenue streams, and accelerating momentum of our AI solutions,” Rajeev Goel, co-founder and chief executive of PubMatic ( PUBM ), said in a statement. The company said adoption of its AgenticOS has been rapid, with more than 250 deals transacted in recent months. Outlook flags soft start to 2026 PubMatic ( PUBM ) guided to first quarter revenue of $58 million to $60 million and adjusted ebitda of negative $0.5 million to $1.0 million, citing an impact from one of its top DSP buyers and a foreign exchange headwind. Investors appeared to focus on the near-term beat, cash generation and the company’s push into CTV and agentic tooling, outweighing the year over year declines in revenue and profitability. More on PubMatic PubMatic Non-GAAP E...

格隆汇2月27日｜戴尔科技盘后大涨超10%。戴尔科技财年四季度总体净营收333.8亿美元，分析师预期317.4亿美元；四季度基础设施解决方案集团经营户艘196亿美元；四季度AI服务器发货95亿美元，分析师预期94.4亿美元；四季度AI订单积压430亿美元，AI订单341亿美元；四季度经过AI优化之后的服务器营收90亿美元。公司将年度股票分红提高20%，将股票回购规模扩大100亿美元。公司预计2027财年营收1380亿-1420亿美元，分析师预期1262.8亿美元；预计2027财年经AI优化的服务器营收将达到约500亿美元；预计一季度营收347亿-357亿美元，分析师预期293亿美元。

Earnings Call Insights: Collegium Pharmaceutical (COLL) Q4 2025 Management View CEO Vikram Karnani stated that 2025 was a year of transformative growth for Collegium, driven by strong commercial execution and strategic capital deployment. He highlighted progress on three strategic priorities: "driving significant growth for Jornay PM, maximizing the durability of our pain portfolio and strategically deploying capital to further enhance shareholder value." Karnani reported continued momentum for Jornay PM, with prescribers reaching an all-time high and a strong back-to-school season boosting performance. He emphasized the pain portfolio's role in achieving record revenues and cash flows, noting, "our pain portfolio continued to drive significant revenues with meaningful year-over-year growth in the fourth quarter." Karnani announced the closing of a $980 million syndicated credit facility, calling it a move that "significantly improves our interest rate and debt terms and provides additional flexibility as we continue to seek opportunities to expand and diversify our portfolio through BD." On corporate updates, Karnani referenced supply and quality agreements with Hikma Pharmaceuticals for authorized generic versions of Nucynta and Nucynta ER, stating, "Hikma recently launched an authorized generic of Nucynta and is expected to launch Nucynta ER in Q1 2026. Our AG agreement provides us with significant profit share." Karnani detailed ongoing investments in Jornay, including expanded sales force and new commercial initiatives, saying, "As reflected in our 2026 guidance, we expect Jornay revenue of $190 million to $200 million, representing more than 30% annual growth." CFO Colleen Tupper commented, "Full year 2025 net revenues were a record $780.6 million, up 24% year-over-year, and adjusted EBITDA was a record $460.5 million, up 15% year-over-year." Tupper also highlighted, "GAAP net income was $17 million in the quarter, up 36% year-over-year and $62.9 million in 20...

Earnings Call Insights: TWFG, Inc. (TWFG) Q4 2025 Management View Richard Bunch, Chairman & CEO, stated that 2025 was "a transformational year for TWFG," highlighting a 21.3% increase in total revenue to $247.1 million, driven by double-digit organic growth, strong performances across retail and MGA platforms, and disciplined accretive acquisitions. He noted that organic revenue growth was 11.6%, with "sustained momentum in new business production, a healthy retention and the continued expansion of our distribution footprint." Bunch outlined recent and pending acquisitions, including the Lofton Wells Insurance Agency in Memphis and Asset Protection Insurance Associates in Texas, as part of a continued expansion strategy. He emphasized, "Our focus remains on acquiring high-quality culturally aligned targets that enhance our platform and carrier relationships." Bunch addressed market concerns about AI, stating, "AI tooling is increasingly being deployed by independent agents as a productivity accelerator," and described TWFG as "much more of a technology company than many may appreciate," with 44 technology-related employees and recent hires of a CTO and Chief Underwriting Officer to accelerate technology and underwriting platforms. Janice Zwinggi, Chief Financial Officer, reported, "Total written premium increased $82 million or 22.7% to $443.4 million," with insurance services and MGA both posting double-digit growth. Zwinggi highlighted, "Net income was up 76.2% to $14.4 million with a net income margin of 21%. Adjusted net income rose 58.9% to $16.7 million, equating to a margin of 24.3%. Adjusted EBITDA increased 56.9% to $21.7 million for a margin of 31.6%." She noted the company ended the year with $155.9 million in unrestricted cash and minimal term debt, maintaining "significant flexibility to invest in growth and continue to pursue strategic opportunities." Outlook Bunch provided 2026 guidance: "Total revenues are expected to grow 15% to 20%, coming in betwe...

(RTTNews) - DoubleVerify Holdings, Inc. (DV) released a profit for its fourth quarter that Increases, from the same period last year

(RTTNews) - Caris Life Sciences, Inc. (CAI) on Thursday reported a sharp increase in fourth-quarter revenue and swung to profitability.

AMZN.O:NSQ Reuters

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(RTTNews) - Zscaler, Inc. (ZS) on Thursday reported strong revenue growth for its fiscal second quarter and first half of fiscal 2026, while net losses widened compared with the prior year period.

FroggyFrogg/iStock via Getty Images Introduction ACM Research, Inc. ( ACMR ) just reported quite a disastrous end to the year if you look at how the company’s shares reacted. I don’t think such a drop was justified, but the profitability declines are quite worrisome, leading me to assign it a Hold rating for now. Since the last time I covered the company back in September of 2024, I said the company had a bright future and assigned a Buy rating. Since then, even with the current profit-taking action, the company’s share price is up over 220% vs. SPY’s ( SPY ) 20.6%. That was a good call indeed, but given the uncertainty right now and quite the multiples expansion, I am not so interested in starting another position again. By the Numbers Revenue for Q4 came in at around $244m, up 9.4% y/y, and beat estimates by around $3m. Let’s look at the breakdown of revenues in more detail. The cleaning segment still dominates with around 65% of total revenues for the quarter, which grew 3% y/y. The ECP, Furnace & Other front-end grew almost 24% to $64m, and advanced packaging grew about 24% as well, to $20.5m. Shipments for the quarter came in at $228m, which is a decline of 13.5% y/y. ACMR Investor Slides Looking at the company’s margin profile, Q4 gross margins across the board took quite the beating. A decline of over 870bps to 40.9%. For the full year, margins came in at around 44.5%, which is still within the company’s long-term range of 42%-48%. It is quite a difference from the last time I covered the company, when we saw gross margins hovering close to 50%. The reason for such a drop? Nothing concrete except for a shift in the product mix, competition, and scaling costs. All quite vague. Operating margin also took a massive hit, going from 19.3% last year to around 12.1% this quarter, over 720bps deterioration. The operating expenses grew almost 21% while revenues only grew 9.4%. Adjusted operating income got hit even more, going from 25.6% to 15.9%, a massive 970bps hit...

The S&P 500 (SNPINDEX:^GSPC) fell 0.54% to 6,908.86 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 1.18% to 22,878.38 as AI jitters weighed on tech. The Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.03% to 49,499.20, reflecting its lower tech weight. Chip bellwether Nvidia (NASDAQ:NVDA) slumped despite posting another earnings beat after market close yesterday. Other tech giants, Alphabet (NASDAQ:GOOG) , Amazon (NASDAQ:AMZN) , and Apple (NASDAQ:AAPL) also lost ground today. Industrial contractor EMCOR Group (NYSE:EME) fell on 2026 outlook concerns in spite of solid earnings. Eos Energy (NASDAQ:EOSE) plummeted almost 40% after it missed revenue estimates. Continue reading

Hydro One ( H:CA ) said on Thursday that it has appointed Megan Telford, its Chief Operating Officer, as President and CEO effective June 9, 2026. David Lebeter will retire from his role as President and CEO and will remain as a special advisor with the company until October 10, 2026. HRNNF +0.03% after hours to $42.39. Source: Press Release More on Hydro One Limited Hydro One Limited (H:CA) Q4 2025 Earnings Call Transcript Hydro One Limited 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Hydro One Limited Historical earnings data for Hydro One Limited Dividend scorecard for Hydro One Limited

Key PointsCEO Matthijs Glastra sold 7,500 shares for a transaction value of ~$1.09 million on Feb. 10, 2026.

Key PointsWalmart's e-commerce sales are growing rapidly.

If You'd Put $1,000 Into Nvidia Stock 20 Years Ago, Here's What You'd Have Today Kiplinger

atakan/iStock via Getty Images Written by Nick Ackerman Dividend kings are usually boring and predictable companies, but it is precisely that unexciting and predictability that helps a company become a dividend king in the first place. For those that may not be familiar, a dividend king is any company that has consecutively raised their dividend for at least 50 years or more. This is a select group of companies that have earned this elite status, and it is generally not something that is thrown away lightly. As we've looked at a screening process like this previously, we are returning to check out some opportunities from this elite group. Those consecutive increases can help provide long-term income growth over time, helping to combat the negative impact of inflation and dividend cuts elsewhere. That is a primary focus of why they have appeal; however, on the other hand, these investments can often deliver long-term capital appreciation as well, making a long-term investor wealthy. Of course, as we would always caution, buying a company specifically because it is a dividend king and for no other reason is not usually a worthwhile investment practice. Just because most of these companies generally have a strong commitment to a dividend does not mean that they won't cut it, nonetheless, during times of significant stress. Over the course of 50 years, inevitably, the company could end up with incompetent management, or even competent management finding themselves on the back of changing demographics, no longer needing or requiring the types of goods and/or services provided by certain operations. Companies like 3M ( MMM ) and Leggett & Platt ( LEG ), both formerly dividend kings, cut their payouts. MMM, being a company that has appeared to ultimately turn around its fortunes, but LEG continues to struggle here to gain traction. Screening For Opportunities We'll use the same process we had previously in our last dividend kings screening process for consistency. That was...

The US Court of International Trade in New York, US, on Thursday, April 24, 2025. Bloomberg | Bloomberg | Getty Images The Trump administration's Department of Justice is nearing its first big legal deadline in the wake of the U.S. Supreme Court ruling that President Donald Trump 's tariffs issued under the International Emergency Economic Powers Act are illegal. The DOJ needs to weigh in by Friday on one of the first legal fights over refunds in which plaintiffs are asking for expedited payment of tariff refunds through the Court of International Trade (CIT), which has typically handled tariff cases. Trade attorneys have told CNBC there are upwards of 2,000 cases that have been filed by companies suing for tariff refunds at the CIT. Back in December, the CIT put a stay on the cases until after the Supreme Court announced its decision. After the Supreme Court ruling, one of the plaintiffs, V.O.S., filed a motion for its case, which was in federal appeals court pending the Supreme Court decision, to be moved as soon as possible through the Court of International Trade for refund payment. The federal district court sent a motion to the Department of Justice, asking for the DOJ to respond on or before February 27 to allow the case to go back to the CIT for its ruling. As of Thursday afternoon, there had been no filing by the DOJ. It did not respond to CNBC's request for comment. The Supreme Court gave the government court system 32 days to decide on next steps after its ruling. While the case only covers one group of small businesses, it has legal implications for many cases, the plaintiffs said in their filing: "This Court's prompt action in this case will facilitate the prompt payment of refunds to the numerous other plaintiffs that have filed and will file IEEPA tariff challenges in this Court. ... the refund process in this case can be used as a template for providing swift relief in those other actions as well." Trade attorneys and customs experts tell CNBC approx...

A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.

Joe Raedle Block ( XYZ ) announced on Thursday that it's slashing its headcount by more than 40% because intelligent technology means fewer people can do more. The company's stock jumped 24% with the news. Block Head Jack Dorsey told the affected employees, " we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly." Dorsey posted the memo on social media platform X. Those being let go will get severance equal to 20 weeks of salary plus 1 week per year of tenure, equity vested through the end of May, six months of health care, their corporate devices, and $5,000 to put toward whatever they need for their transition, he said. Dorsey said he had two options — to cut gradually over months or years or "be honest about where we are and act on it now." He felt that repeated rounds of cuts "are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead." More on Block Block: The Bitcoin Facade Hiding A Double-Digit Core Growth Story Block's Ambitious 2028 Target Requires Nearly Perfect Execution - Compelling Upside Ahead Block: Network Expansion And Neighborhoods Initiatives May Offset Effects Of Bleak Economy Block stock soars 20%+ after slashing headcount, delivering strong 2026 guidance

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading