Seeking Alpha More on Dell Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside Dell: Strong Server Segment Outshines Weak PC Segment Dell jumps as Q4 results, guidance blow past Wall Street's forecast on AI strength Dell Non-GAAP EPS of $3.89 beats by $0.38, revenue of $33.38B beats by $1.75B
Seeking Alpha More on Dell Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside Dell: Strong Server Segment Outshines Weak PC Segment Dell jumps as Q4 results, guidance blow past Wall Street's forecast on AI strength Dell Non-GAAP EPS of $3.89 beats by $0.38, revenue of $33.38B beats by $1.75B
NuScale Power press release ( SMR ): FY GAAP EPS of -$2.17 beats by $0.02 . Revenue of $31.48M (-15.0% Y/Y) misses by $8.92M . Shares -3.83% AH. More on NuScale Power NuScale Power: If Insiders Sell, So Should You (Downgrade) NuScale Power: Death Spiral Risk (Rating Downgrade) Comparing NuScale Power Vs. NANO Nuclear Energy, I Will Stay Away From This Industry NuScale Power Q4 2025 Earnings Previe...
NuScale Power press release ( SMR ): FY GAAP EPS of -$2.17 beats by $0.02 . Revenue of $31.48M (-15.0% Y/Y) misses by $8.92M . Shares -3.83% AH. More on NuScale Power NuScale Power: If Insiders Sell, So Should You (Downgrade) NuScale Power: Death Spiral Risk (Rating Downgrade) Comparing NuScale Power Vs. NANO Nuclear Energy, I Will Stay Away From This Industry NuScale Power Q4 2025 Earnings Preview NuScale Power rises on AI collaboration with Oak Ridge National Laboratory
Main Street Capital press release ( MAIN ): Q4 Non-GAAP EPS of $1.09 beats by $0.08 . Revenue of $145.54M (+3.6% Y/Y) beats by $2.44M . More on Main Street Capital Main Street Capital: A Solid Bond Complement Is 1.8x Book Too Rich? The Case For Owning Main Street Capital Anyway Main Street Capital's Valuation Problem: How Interest Rates Could Derail Its Dividend Appeal Main Street Capital Q4 earni...
Main Street Capital press release ( MAIN ): Q4 Non-GAAP EPS of $1.09 beats by $0.08 . Revenue of $145.54M (+3.6% Y/Y) beats by $2.44M . More on Main Street Capital Main Street Capital: A Solid Bond Complement Is 1.8x Book Too Rich? The Case For Owning Main Street Capital Anyway Main Street Capital's Valuation Problem: How Interest Rates Could Derail Its Dividend Appeal Main Street Capital Q4 earnings on deck: What to expect Main Street Capital declares $0.26 dividend
JHVEPhoto/iStock Editorial via Getty Images Autodesk ( ADSK ) shares climbed 7% after reporting its fourth quarter fiscal 2026 financial results post-market on Thursday that demonstrated a 19% year-over-year revenue jump. For the quarter ended January 31, the computer-aided design software company reported adjusted earnings per share of $2.85 versus the consensus estimate of $2.64. GAAP EPS was $1...
JHVEPhoto/iStock Editorial via Getty Images Autodesk ( ADSK ) shares climbed 7% after reporting its fourth quarter fiscal 2026 financial results post-market on Thursday that demonstrated a 19% year-over-year revenue jump. For the quarter ended January 31, the computer-aided design software company reported adjusted earnings per share of $2.85 versus the consensus estimate of $2.64. GAAP EPS was $1.48 compared to the $1.50 consensus. Revenue for the fourth quarter increased 19% year over year to $1.96B, which was more than the $1.91B estimate. Remaining performance obligations jumped 20% year over year to $8.3B, which was much more than the $7.2B estimate. Adjusted operating margin was 38% compared to the 36.7% estimate. Adjusted operating income climbed 23% year over year to $750M, which was also more than the $702M estimate. Looking ahead, Autodesk expects first-quarter revenue ranging from $1.89B to $1.9B, which is more than the $1.84B estimate. For the entirety of fiscal year 2027, Autodesk projects revenue ranging from $8.1B to $8.17B, which completely clears the $7.97B estimate. Autodesk CEO Andrew Anagnost indicated his company is taking full advantage of the AI cycle. "Building agentic AI for the real world requires specialized data, context, and expertise," he said. "Scaling and monetizing it requires a platform and next-generation business models and go-to-market. Few companies have all these advantages. Autodesk does. It is not a coincidence. We have been preparing for, and working towards, the cloud and AI for more than a decade. Autodesk is building the future and the path to it." More on Autodesk Autodesk: Pre-Earnings Assessment Of 'SaaSpocalypse' Autodesk: Expanded Market Size And Better Risk Profile Autodesk: Long-Term CAD Leadership Supported By Product And Platform Depth Autodesk Non-GAAP EPS of $2.85 beats by $0.21, revenue of $1.96B beats by $50M Autodesk Q4 2026 Earnings Preview
Natera press release ( NTRA ): Q4 Revenue of $665.5M (+39.8% Y/Y) beats by $64.82M . Generated a gross margin 1 of 66.9% in the fourth quarter of 2025, compared to a gross margin 1 of 62.9% in the fourth quarter of 2024. Generated total revenues of $2,306.1 million in the full year 2025, compared to $1,696.9 million in the full year 2024, an increase of 35.9%. Product revenues grew 36.2% over the ...
Natera press release ( NTRA ): Q4 Revenue of $665.5M (+39.8% Y/Y) beats by $64.82M . Generated a gross margin 1 of 66.9% in the fourth quarter of 2025, compared to a gross margin 1 of 62.9% in the fourth quarter of 2024. Generated total revenues of $2,306.1 million in the full year 2025, compared to $1,696.9 million in the full year 2024, an increase of 35.9%. Product revenues grew 36.2% over the same period. Generated a gross margin 1 of 64.7% in the full year of 2025, compared to a gross margin 1 of 60.3% in the full year of 2024. Processed approximately 923,600 tests in the fourth quarter of 2025, compared to approximately 792,800 tests in the fourth quarter of 2024, an increase of 16.5%. Processed approximately 3,525,500 tests in the full year 2025, compared to approximately 3,064,600 tests in the full year 2024, an increase of 15.0%. Processed approximately 233,300 oncology tests in the fourth quarter of 2025, compared to approximately 150,800 in the fourth quarter of 2024, an increase of 54.7%. Processed approximately 800,800 oncology tests in the full year 2025, compared to approximately 528,200 in the full year 2024, an increase of 51.6%. Achieved positive cash inflow of approximately $107.6 million 2 in the full year 2025. More on Natera Natera, Inc. (NTRA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Natera, Inc. (NTRA) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Why Natera Remains A 'Hold' For Me Despite Surging MRD Growth And Fatter Margins Natera Q4 2025 Earnings Preview Natera expects a 35% jump in FY revenue
In this article WBD NFLX Follow your favorite stocks CREATE FREE ACCOUNT Netflix CEO Ted Sarandos arrives for meetings at the White House on Feb. 26, 2026 in Washington, DC. Andrew Harnik | Getty Images Netflix CEO Ted Sarandos arrived at the White House on Thursday afternoon for a meeting on his company's effort to buy part of Warner Bros. Discovery. Sarandos is not expected to meet with Presiden...
In this article WBD NFLX Follow your favorite stocks CREATE FREE ACCOUNT Netflix CEO Ted Sarandos arrives for meetings at the White House on Feb. 26, 2026 in Washington, DC. Andrew Harnik | Getty Images Netflix CEO Ted Sarandos arrived at the White House on Thursday afternoon for a meeting on his company's effort to buy part of Warner Bros. Discovery. Sarandos is not expected to meet with President Donald Trump , who days ago demanded that Netflix boot Susan Rice from its board of directors. "This meeting is not with POTUS," a White House official told CNBC. "Netflix is meeting with staff members at the White House," the official said. Netflix is dueling with Paramount Skydance , which this week submitted an enhanced bid to buy all of WBD. This is breaking news. Please refresh for updates.
WATERTOWN, Mass., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Tectonic Therapeutic, Inc. (NASDAQ: TECX) (“Tectonic”), a clinical stage biotechnology company focused on the discovery and development of therapeutic proteins and antibodies that modulate the activity of G-protein coupled receptors (GPCRs), today announced financial results for the fourth quarter and full year ended December 31, 2025, and provid...
WATERTOWN, Mass., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Tectonic Therapeutic, Inc. (NASDAQ: TECX) (“Tectonic”), a clinical stage biotechnology company focused on the discovery and development of therapeutic proteins and antibodies that modulate the activity of G-protein coupled receptors (GPCRs), today announced financial results for the fourth quarter and full year ended December 31, 2025, and provided an overview of recent business highlights.
Ambarella press release ( AMBA ): Q4 Non-GAAP EPS of $0.13 beats by $0.03 . Revenue of $100.9M (+20.1% Y/Y) beats by $0.73M . Guidance for the first quarter of fiscal year 2027, ending April 30, 2026: Revenue is expected to be between $97.0 million and $103.0 million Gross margin on a non-GAAP basis is expected to be between 59.0% and 60.5% Non-GAAP operating expenses are expected to be between $5...
Ambarella press release ( AMBA ): Q4 Non-GAAP EPS of $0.13 beats by $0.03 . Revenue of $100.9M (+20.1% Y/Y) beats by $0.73M . Guidance for the first quarter of fiscal year 2027, ending April 30, 2026: Revenue is expected to be between $97.0 million and $103.0 million Gross margin on a non-GAAP basis is expected to be between 59.0% and 60.5% Non-GAAP operating expenses are expected to be between $55.0 million and $58.0 million More on Ambarella Ambarella: Powering Physical AI Beyond The Data Center Ambarella, Inc. (AMBA) Presents at 28th Annual Needham Growth Conference - Slideshow Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing - Slideshow Ambarella Q4 2026 Earnings Preview Top 10 bullish Infotech stocks with highest year-over-year capex growth
quantic69 Dell Technologies ( DELL ) shares rose nearly 6% in extended trading on Thursday after the IT giant posted fiscal fourth-quarter results and guidance that topped Wall Street's estimates by a considerable margin. For the period ending Jan. 30, Dell said it earned an adjusted $3.89 per share as revenue rose 39% year-over-year to $33.38B. Of the company's two units, Client Solutions Group g...
quantic69 Dell Technologies ( DELL ) shares rose nearly 6% in extended trading on Thursday after the IT giant posted fiscal fourth-quarter results and guidance that topped Wall Street's estimates by a considerable margin. For the period ending Jan. 30, Dell said it earned an adjusted $3.89 per share as revenue rose 39% year-over-year to $33.38B. Of the company's two units, Client Solutions Group generated $13.49B in revenue, up 14% year-over-year. Dell's Infrastructure Solutions Group delivered $19.6B in revenue for the quarter, up 73% year-over-year. Included in that was a stunning 342% rise in servers and networking revenue at $9B. Analysts were anticipating adjusted earnings of $3.52 per share on $31.74B in revenue. “We delivered record revenue of $33.4 billion in our fourth quarter, capping a record year for the company,” said David Kennedy, chief financial officer, Dell Technologies. “Our strong execution drove record annual cash flow of more than $11 billion and record capital returned to shareholders of $7.5 billion. We have the portfolio, operating model and growing customer base to exceed our long-term growth targets in FY27, with expected revenue of $140 billion at the midpoint of our range and EPS growth of 25%.” Looking to the first-quarter of fiscal 2027, Dell anticipates adjusted earnings of $2.90 per share at the midpoint, while sales should be between $34.7B and $35.7B. Analysts were anticipating earnings of $2.34 per share on $28.99B in revenue. For the full-year, it expects to earn $12.90 per share, excluding one-time items, at the midpoint, well above the $11.45 per share estimate. Full-year revenue is expected to be between $138B and $142B, with the $140B midpoint above the $124.69B estimate. “The AI opportunity is transforming our company,” said Dell's Vice Chairman and COO Jeff Clarke. “We closed more than $64 billion in AI-optimized server orders, shipped more than $25 billion throughout the year, and are entering FY27 with record backlog of $...
Rocket Companies press release ( RKT ): Q4 Non-GAAP EPS of $0.11 beats by $0.02 . Revenue of $2.44B (+105.0% Y/Y) beats by $140M . Generated $41.6 billion in total net rate lock volume and $47.3 billion in total closed mortgage loan origination volume. Total gain on sale margin was 2.82%. Generated $35.6 billion in net rate lock volume and $41.0 billion in closed loan volume, excluding corresponde...
Rocket Companies press release ( RKT ): Q4 Non-GAAP EPS of $0.11 beats by $0.02 . Revenue of $2.44B (+105.0% Y/Y) beats by $140M . Generated $41.6 billion in total net rate lock volume and $47.3 billion in total closed mortgage loan origination volume. Total gain on sale margin was 2.82%. Generated $35.6 billion in net rate lock volume and $41.0 billion in closed loan volume, excluding correspondent. Gain on sale margin, excluding correspondent, was 3.20%. These three Q4 2025 metrics were the highest for a fourth quarter in four years. In Q1 2026, we expect adjusted revenue between $2.6 billion to $2.8 billion. vs $2.29B consensus Shares +8% . More on Rocket Companies Rocket Companies: Favorable Housing Setup For 2026, But Risks Remain (Upgrade) Rocket Companies: Priced For Perfection Rocket Companies, Inc. (RKT) Presents at UBS Global Technology and AI Conference 2025 Transcript Rocket Companies Q4 2025 Earnings Preview ValueAct Capital adds positions in RKT, TOST, while cutting DIS and NSIT, among other Q4 moves
Aeva Technologies press release ( AEVA ): Q4 Non-GAAP EPS of -$0.40 beats by $0.05 . Revenue of $5.62M (+108.1% Y/Y) beats by $2.02M . 2026 Financial Outlook Revenue in the range of $30 million to $36 million, representing growth of approximately 70% to 100% year-over-year Shares +4.03% AH. More on Aeva Technologies Aeva Technologies: Ride The CES Rip Aeva stock rises after Nvidia autonomous vehic...
Aeva Technologies press release ( AEVA ): Q4 Non-GAAP EPS of -$0.40 beats by $0.05 . Revenue of $5.62M (+108.1% Y/Y) beats by $2.02M . 2026 Financial Outlook Revenue in the range of $30 million to $36 million, representing growth of approximately 70% to 100% year-over-year Shares +4.03% AH. More on Aeva Technologies Aeva Technologies: Ride The CES Rip Aeva stock rises after Nvidia autonomous vehicle platform deal Aeva lands exclusive global production deal with major European automaker, shares jump Seeking Alpha’s Quant Rating on Aeva Technologies Historical earnings data for Aeva Technologies
In this article FLTR-GB Follow your favorite stocks CREATE FREE ACCOUNT NBA and FanDuel online sports betting signage is displayed on the side of a building in Phoenix, Arizona, on June 5, 2024. Patrick T. Fallon | AFP | Getty Images FanDuel parent Flutter Entertainment announced fourth-quarter earnings Thursday that missed Wall Street expectations on nearly every metric. FanDuel's performance in ...
In this article FLTR-GB Follow your favorite stocks CREATE FREE ACCOUNT NBA and FanDuel online sports betting signage is displayed on the side of a building in Phoenix, Arizona, on June 5, 2024. Patrick T. Fallon | AFP | Getty Images FanDuel parent Flutter Entertainment announced fourth-quarter earnings Thursday that missed Wall Street expectations on nearly every metric. FanDuel's performance in the final quarter of 2025 was affected by bettors losing more often than usual. When that happens, gamblers get discouraged, bet less and stop using the app as frequently, Flutter CEO Peter Jackson told CNBC in an interview. "It's fair to say, not everything went our way in the fourth quarter," Jackson said. Shares of Flutter fell almost 7% in extended trading Thursday. Here's what the company reported for the fourth quarter, compared with Wall Street consensus: Revenue: $4.74 billion vs. $4.97 billion, according to LSEG Adjusted EPS: $1.74 vs. $1.95, according to LSEG For the fourth quarter, Flutter reported adjusted earnings before interest, taxes, depreciation and amortization of $832 million, below the $893 million that Wall Street was expecting, according to StreetAccount. Its fourth-quarter revenue marked a year-over-year increase of 25%. And yet, Flutter's 2026 revenue guidance of $17.75 billion to $19.05 billion was lower than analysts' projection of $19.34 billion for the year.
OPKO Health press release ( OPK ): Q4 Non-GAAP EPS of -$0.04 beats by $0.03 . Revenue of $148.5M (-19.1% Y/Y) beats by $8.74M . Cash, cash equivalents, marketable securities and restricted cash: Cash, cash equivalents and restricted cash were $369.1 million as of December 31, 2025. As of December 31, 2025, approximately $87.3 million of OPKO’s common stock had been repurchased, including $13.5 mil...
OPKO Health press release ( OPK ): Q4 Non-GAAP EPS of -$0.04 beats by $0.03 . Revenue of $148.5M (-19.1% Y/Y) beats by $8.74M . Cash, cash equivalents, marketable securities and restricted cash: Cash, cash equivalents and restricted cash were $369.1 million as of December 31, 2025. As of December 31, 2025, approximately $87.3 million of OPKO’s common stock had been repurchased, including $13.5 million in the fourth quarter of 2025, under the program since its authorization in July 2024. Approximately $112.7 million remained authorized and available for future repurchases. 2026 Financial Guidance: The table below reflects financial guidance for the first quarter and full year 2026 (in millions): For the three months ended March 31, 2026 For the year ended December 31, 2026 Low High Low High Revenue Services revenue $ 71 $ 75 $ 300 $ 312 Product revenue 38 45 160 170 IP and other revenue 15 20 70 80 Total revenues 125 140 530 560 Included in revenue Pfizer profit share 5 6 34 37 BARDA contract 7 9 18 22 Total costs and expenses 170 180 725 750 R&D included in costs and expenses 30 32 125 135 Click to enlarge More on OPKO Health OPKO Health: Deeply Mispriced Ahead Of Major Catalysts OPKO Health, Inc. (OPK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on OPKO Health Historical earnings data for OPKO Health Financial information for OPKO Health
LOS ANGELES, CA, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (“Dave” or the “Company”) (Nasdaq: DAVE), one of the nation’s leading neobanks, today announced its participation in two upcoming investor conferences following the Company’s fourth quarter and full year 2025 earnings conference call on Monday, March 2, 2026, at 5:00 p.m. Eastern time. The earnings conference call and investor conference...
LOS ANGELES, CA, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (“Dave” or the “Company”) (Nasdaq: DAVE), one of the nation’s leading neobanks, today announced its participation in two upcoming investor conferences following the Company’s fourth quarter and full year 2025 earnings conference call on Monday, March 2, 2026, at 5:00 p.m. Eastern time. The earnings conference call and investor conference details are as follows:
MALVERN, Pa., Feb. 26, 2026 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) today announced its operating results for the three and twelve months ended December 31, 2025.
MALVERN, Pa., Feb. 26, 2026 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) today announced its operating results for the three and twelve months ended December 31, 2025.
NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported financial results for the fourth quarter and full year 2025. The Company’s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.
NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ:FIP) (the “Company” or “FTAI Infrastructure”) today reported financial results for the fourth quarter and full year 2025. The Company’s consolidated comparative financial statements and key performance measures are attached as an exhibit to this press release.