American Coastal Insurance press release ( ACIC ): Q4 GAAP EPS of $0.53 beats by $0.08 . Revenue of $86.38M (+9.0% Y/Y) beats by $2.97M . Shares +1.36% . More on American Coastal Insurance American Coastal Insurance Corporation (ACIC) Discusses Strategic Partnership Expansion and Participation in Catastrophe-Exposed Insurance Portfolio Prepared Remarks Transcript American Coastal Insurance Corpora...
American Coastal Insurance press release ( ACIC ): Q4 GAAP EPS of $0.53 beats by $0.08 . Revenue of $86.38M (+9.0% Y/Y) beats by $2.97M . Shares +1.36% . More on American Coastal Insurance American Coastal Insurance Corporation (ACIC) Discusses Strategic Partnership Expansion and Participation in Catastrophe-Exposed Insurance Portfolio Prepared Remarks Transcript American Coastal Insurance Corporation (ACIC) Discusses Strategic Partnership Expansion and Participation in Catastrophe-Exposed Insurance Portfolio - Slideshow American Coastal Insurance Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on American Coastal Insurance Historical earnings data for American Coastal Insurance
Canan turan/iStock via Getty Images Nextdoor Holdings, Inc. ( NXDR ) has transformed the business with an improved platform, but the company still hasn't taken the next step to elevate usage. The company has a founder's mentality focused on network health over short-term engagement, but the market will struggle to find excitement in the story until actual users grow. My investment thesis remains u...
Canan turan/iStock via Getty Images Nextdoor Holdings, Inc. ( NXDR ) has transformed the business with an improved platform, but the company still hasn't taken the next step to elevate usage. The company has a founder's mentality focused on network health over short-term engagement, but the market will struggle to find excitement in the story until actual users grow. My investment thesis remains ultra Bullish on the stock due to the deep valuation and growth potential. Source: Finviz Meh Quater Nextdoor reported a solid quarter in Q4'25 , but the results aren't what the market wanted when the social media company officially implemented the new platform mid-year. The company reported record Q4 revenues of $69 million with adjusted EBITDA of $8 million. Source: Nextdoor Q4'25 presentation The company grew revenues by 7% while vastly improving the EBITDA margins to 11%. Nextdoor went through a period of extremely large EBITDA losses, but an investor will note how the stock still trades at the lows despite these financial improvements. Nextdoor has a cash balance topping $400 million, so the market would much prefer the company substantially boost revenue growth to drive higher long-term profits. The company was growing at a nearly 20% clip to end 2024 prior to scaling back the marketing focus to drive higher usage, and the market is naturally disappointed the outcome so far is fewer users. The local social network reported platform weekly active users (WAU) dipped 5% YoY to only 21.0 million. Nextdoor entered this transformation with 46 million WAUs, with a shift in reporting to only counting the active users directly engaging via the app or website, theoretically providing an easier path to capture actual platform engagement from over 25 million users previously not using the platform. Source: Nextdoor Q4'25 presentation The goal is to focus monetization on matching high-intent engagement with businesses over low-calorie engagement from low-quality alerts. In other wo...
Earnings Call Insights: Upbound Group, Inc. (UPBD) Q4 2025 Management View Fahmi Karam, CEO, highlighted 2025 as a year of “significant progress” for Upbound, noting the company served over 3.5 million customers and expanded its business through the acquisition of Brigit. He emphasized Upbound’s transformation into a digital and data-driven platform for underserved consumers, stating, “Our team's ...
Earnings Call Insights: Upbound Group, Inc. (UPBD) Q4 2025 Management View Fahmi Karam, CEO, highlighted 2025 as a year of “significant progress” for Upbound, noting the company served over 3.5 million customers and expanded its business through the acquisition of Brigit. He emphasized Upbound’s transformation into a digital and data-driven platform for underserved consumers, stating, “Our team's dedication and shared vision have driven key achievements that we believe strongly position Upbound for continued success and long-term growth.” The addition of Brigit, a subscription-based financial health technology company, was described as a milestone, with Karam underscoring its “remarkable growth and delivered significant value to its users.” He cited the pilot of a new line of credit offering and cross-selling initiatives as key developments. Two executive appointments were announced: Hal Khouri as CFO and Rebecca Wooters as Chief Growth Officer. Karam described Wooters’ role as leading “digital transformation and initiatives and implement data-driven solutions across all 3 major segments of the company.” Karam reported that revenue grew 8.7% to approximately $4.7 billion, and non-GAAP diluted EPS reached $4.13, near the high end of guidance. He added, “Our cash flow generation was particularly strong in 2025 with free cash flow of $180 million, increasing over $130 million year-over-year.” Hal Khouri, CFO, stated, “Acima revenue grew 8.6% year-over-year, which was its ninth consecutive quarter of revenue growth and adjusted EBITDA of $87 million was up 7.3% from a year ago.” He also noted, “Brigit finished the quarter with approximately 1.6 million paid subscribers, which was a nearly 30% increase from the year ago period.” Outlook Upbound projects 2026 consolidated revenue in the range of $4.7 billion to $4.95 billion, adjusted EBITDA of $500 million to $535 million, and fully diluted non-GAAP EPS of $4 to $4.35. Free cash flow is expected to increase to approximat...
Earnings Call Insights: Occidental Petroleum Corporation (OXY) Q4 2025 Management View Vicki Hollub, President and CEO, described 2025 as an exceptional year, emphasizing that "the sale of OxyChem made possible by the quality of our portfolio was a deliberate step to strengthen our balance sheet and enable us to deliver greater value from our high-return oil and gas assets." Hollub noted a new ann...
Earnings Call Insights: Occidental Petroleum Corporation (OXY) Q4 2025 Management View Vicki Hollub, President and CEO, described 2025 as an exceptional year, emphasizing that "the sale of OxyChem made possible by the quality of our portfolio was a deliberate step to strengthen our balance sheet and enable us to deliver greater value from our high-return oil and gas assets." Hollub noted a new annual production record of 1.4 million barrels of oil equivalent per day, surpassing guidance while spending $300 million less in oil and gas capital than planned and reducing annual operating expenses by $275 million. She highlighted the completion of a 10-year portfolio transformation, stating, "we no longer require transformative acquisitions. Instead, our teams are focused on what they do best, and that is execution, including cost reduction, capital efficiency and well performance." Sunil Mathew, CFO, stated, "In the fourth quarter, we delivered strong operational and financial results. We generated an adjusted profit of $0.31 per diluted share and a reported loss of ($0.07) per diluted share. The difference was largely driven by charges and transaction costs related to the sale of OxyChem." He highlighted free cash flow generation of approximately $1 billion despite lower realized oil prices and emphasized the successful reduction of principal debt to $15 billion, with a $700 million tender offer announced to further reduce debt to $14.3 billion. Richard Jackson, COO, emphasized operational achievements, including record production, a 15% reduction in new well capital costs in U.S. onshore, and ongoing cost efficiency efforts that delivered approximately $2 billion in annual oil and gas cost savings since 2023. He noted that "these efficiencies further enabled us to reduce U.S. onshore capital by $400 million compared to 2025 while still delivering a 1% production growth." Hollub announced that Jordan Tanner will transition to a leadership role in the Gulf of America, w...
Select Medical press release ( SEM ): Q4 Non-GAAP EPS of $0.16 misses by $0.07 . Revenue of $1.4B (+6.9% Y/Y) beats by $40M . Shares -3.67% . Business Outlook Select Medical is issuing its business outlook for 2026. Select Medical expects revenue to be in the range of $5.6 billion to $5.8 billion, Adjusted EBITDA to be in the range of $520.0 million to $540.0 million, and fully diluted earnings pe...
Select Medical press release ( SEM ): Q4 Non-GAAP EPS of $0.16 misses by $0.07 . Revenue of $1.4B (+6.9% Y/Y) beats by $40M . Shares -3.67% . Business Outlook Select Medical is issuing its business outlook for 2026. Select Medical expects revenue to be in the range of $5.6 billion to $5.8 billion, Adjusted EBITDA to be in the range of $520.0 million to $540.0 million, and fully diluted earnings per share to be in the range of $1.22 to $1.32. A reconciliation of full year 2026 Adjusted EBITDA expectations to income from continuing operations, net of tax, is presented in table XI of this release. More on Select Medical Select Medical Q4 2025 Earnings Preview Select Medical co-founder proposes to buy all shares, take company private Seeking Alpha’s Quant Rating on Select Medical Historical earnings data for Select Medical Dividend scorecard for Select Medical
Connecticut-based Braidwell reported selling 1,412,746 shares of CG Oncology (NASDAQ:CGON) in its February 17, 2026, SEC filing, an estimated $58.46 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , Braidwell reduced its position in CG Oncology by 1,412,746 shares during the fourth quarter of 2025. The estimated transaction value was $58.46 million, b...
Connecticut-based Braidwell reported selling 1,412,746 shares of CG Oncology (NASDAQ:CGON) in its February 17, 2026, SEC filing, an estimated $58.46 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , Braidwell reduced its position in CG Oncology by 1,412,746 shares during the fourth quarter of 2025. The estimated transaction value was $58.46 million, based on the stock’s average closing price in the quarter. The fund’s quarter-end value in CG Oncology declined by $54.59 million, a figure reflecting both trading activity and stock price movement. CG Oncology, Inc. is a clinical-stage biotechnology company specializing in innovative therapies for bladder cancer. The company leverages its expertise in oncology to address significant unmet medical needs, with a focus on bladder-sparing treatments. Its pipeline and strategic focus position it to compete in the evolving biopharmaceutical landscape targeting urologic cancers. Continue reading
Jess Park provided a timely demonstration of her qualities as her superb, long-range goal capped off a confident individual performance that helped Manchester United progress to the Women’s Champions League quarter-finals with a resounding win over Atlético Madrid. The German champions, Bayern Munich, will be Marc Skinner’s team’s quarter-final opponents, between 23 March and 1 April, with United ...
Jess Park provided a timely demonstration of her qualities as her superb, long-range goal capped off a confident individual performance that helped Manchester United progress to the Women’s Champions League quarter-finals with a resounding win over Atlético Madrid. The German champions, Bayern Munich, will be Marc Skinner’s team’s quarter-final opponents, between 23 March and 1 April, with United reaching the last eight for the first time. That significant landmark for the club was fittingly accompanied by a special goal from Park, whose curling strike completed a 5-0 aggregate victory and boosted her chances of starting for England in March. Continue reading...
asbe/iStock via Getty Images Investment Thesis Given my expectations for the S&P 500 to continue its upward trend in 2026, I believe that an asset such as the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) has an advantage over the ProShares S&P 500 High Income ETF ( ISPY ). While they share a common goal, their investment strategies differ significantly in their implementation methods. Based o...
asbe/iStock via Getty Images Investment Thesis Given my expectations for the S&P 500 to continue its upward trend in 2026, I believe that an asset such as the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) has an advantage over the ProShares S&P 500 High Income ETF ( ISPY ). While they share a common goal, their investment strategies differ significantly in their implementation methods. Based on my forecast, I believe that by actively using options to cover only part of the portfolio (from 25% to 75%) and physically owning shares, GPIX's structure allows long-term investors to capture most of the market rally. It is an excellent tool for total return investors who are not willing to sacrifice capital value for high monthly payments. The ISPY, meanwhile, applies daily options (0DTE/1DTE), whose active use cuts off a larger portion of growth potential. The S&P 500 is expected to grow in 2026, enabling GPIX to provide investors with 3% to 5% more total return than ISPY. Fundamental Similarities Between GPIX and ISPY Perhaps the most important similarity between GPIX and ISPY is their focus on generating high monthly income while also providing capital growth. The following funds share a number of fundamental similarities: Their underlying asset is the S&P 500 index, so they're pretty diversified in terms of both the number of holdings and sectors. Neither fund aims to balance high returns with capital growth. This means that profits are generated without eroding capital, a definite advantage over many other ETFs that actively use option strategies. Call options are the main instrument in the funds' strategy; this automatically limits profit growth during aggressive market growth; however, the size of the cap itself varies. Under their dividend policy, each fund pays dividends monthly. The yield is also roughly the same (8.07% and 8.26%), rendering them mutually exclusive assets for many investors. Dividends Fundamental Differences Between GPIX and ISPY More in-depth...
Kayne Anderson Energy Infrastructure Fund ( KYN ) renewed its unsecured revolving credit facility. The renewed facility maintains the existing $175M commitment. The maturity has been extended to February 18, 2027, replacing the prior facility set to mature on February 19, 2026. More on Kayne Anderson Energy Infrastructure Fund KYN: Monthly Midstream Cash Flow At An 11% Discount To NAV Seeking Alph...
Kayne Anderson Energy Infrastructure Fund ( KYN ) renewed its unsecured revolving credit facility. The renewed facility maintains the existing $175M commitment. The maturity has been extended to February 18, 2027, replacing the prior facility set to mature on February 19, 2026. More on Kayne Anderson Energy Infrastructure Fund KYN: Monthly Midstream Cash Flow At An 11% Discount To NAV Seeking Alpha’s Quant Rating on Kayne Anderson Energy Infrastructure Fund Dividend scorecard for Kayne Anderson Energy Infrastructure Fund
Evgenii Mitroshin/iStock via Getty Images Infinity Natural Resources ( INR ) said Thursday it agreed to increase its interest to 60% from 51% in the $1.2B Antero Ohio Utica shale acquisition, following an agreement with Northern Oil and Gas ( NOG ). Northern Oil ( NOG ) said its proportionate share of the purchase price would be reduced to $480M from $588M, reflecting the updated interest; no othe...
Evgenii Mitroshin/iStock via Getty Images Infinity Natural Resources ( INR ) said Thursday it agreed to increase its interest to 60% from 51% in the $1.2B Antero Ohio Utica shale acquisition, following an agreement with Northern Oil and Gas ( NOG ). Northern Oil ( NOG ) said its proportionate share of the purchase price would be reduced to $480M from $588M, reflecting the updated interest; no other changes were made to the previously announced governance terms. Infinity Natural ( INR ) said its increased stake in the Utica acquisition will be funded by some of the proceeds of a $350M preferred stock investment from Quantum Capital Group and Carnelian Energy Capital Management. Infinity Natural ( INR ) said it continues to expect the acquisition will close by the end of Q1. More on Northern Oil & Gas and Infinity Natural Resources Northern Oil and Gas, Infinity Natural Resources - Pre Recorded M&A Call - Slideshow Northern Oil and Gas: Expects Substantial Growth From Its Acquired Utica Assets Infinity Natural Resources: An Interesting New Player In Appalachia
Janus Henderson is launching a new ETF that will invest in bonds issued by CLOs. John Kerschner, Global Head of Securitized Products & Portfolio Manager at Janus Henderson joins "ETF IQ" to discuss. (Source: Bloomberg)
Janus Henderson is launching a new ETF that will invest in bonds issued by CLOs. John Kerschner, Global Head of Securitized Products & Portfolio Manager at Janus Henderson joins "ETF IQ" to discuss. (Source: Bloomberg)
March WTI crude oil (CLH26 ) on Thursday closed up +1.24 (+1.90%), and March RBOB gasoline (RBH26 ) closed up +0.0386 (+1.96%). Crude oil and gasoline prices added to Wednesday’s sharp rally on Thursday, with crude climbing to a 6.5-month high and gasoline posting a 1-week high. Mounting geopolitical risks...
March WTI crude oil (CLH26 ) on Thursday closed up +1.24 (+1.90%), and March RBOB gasoline (RBH26 ) closed up +0.0386 (+1.96%). Crude oil and gasoline prices added to Wednesday’s sharp rally on Thursday, with crude climbing to a 6.5-month high and gasoline posting a 1-week high. Mounting geopolitical risks...
jetcityimage/iStock Editorial via Getty Images Units of Sunoco LP ( SUN ) have been a moderate performer over the past year, gaining 6% while also paying a 6+% dividend yield. The stock has performed better of late, hitting a 52-week high as the benefits of its Parkland acquisition become clearer and optimism about the durability of distribution growth increases. I last covered Sunoco in November ...
jetcityimage/iStock Editorial via Getty Images Units of Sunoco LP ( SUN ) have been a moderate performer over the past year, gaining 6% while also paying a 6+% dividend yield. The stock has performed better of late, hitting a 52-week high as the benefits of its Parkland acquisition become clearer and optimism about the durability of distribution growth increases. I last covered Sunoco in November when I reiterated units as a “ B uy,” given my belief in its capacity to sustain 5% distribution growth through 2030. Since then, units have rallied over 16%, validating my view. With updated financials and such strong performance, now is a good time to revisit SUN. Seeking Alpha Q4 results were solid as Parkland is integrated In the partnership’s fourth quarter , Sunoco’s distributable cash flow was $442 million. Adjusted EBITDA reached $706 million in Q4, aided by two months of Parkland (note this metric excludes $60 million of one-time transaction costs), though GAAP G&A expenses tripled to $156 million. While operating expenses will be structurally higher given M&A over the past year, this was exaggerated by one-time integration and transaction costs. Overall, this was another solid quarter, and it reaffirmed my view that SUN is poised for ongoing distribution growth. Looking at segment results, fuel distribution EBITDA was $391 million. Its margin rose to 17.7cpg as we started to see margin benefits from Parkland, and it sold 3.3 billion gallons of fuel vs. 2.2 billion last year. EBITDA was up from $192 million last year. Its fuel margin was up ~7 cents, and I expect to see some moderation here. While Parkland should make margins structurally higher, I expect ~16-17cpg going forward. Pipeline EBITDA was $187 million, which was essentially flat from last year. Volumes were slightly lower than last year at 1.4mb/d, given the timing of customer maintenance activity, which can temporarily reduce volumes. While it does not have substantial organic growth, this unit provides...
tadamichi/iStock via Getty Images In the last few quarters, I have always been cautious about Amazon.com, Inc. ( AMZN ) and usually rated the stock as a Hold. Considering that most Seeking Alpha and Wall Street analysts were rather bullish in the last three years, my Hold rating was rather an outlier. But so far, my Hold ratings were rather correct, as the stock declined since my last articles wer...
tadamichi/iStock via Getty Images In the last few quarters, I have always been cautious about Amazon.com, Inc. ( AMZN ) and usually rated the stock as a Hold. Considering that most Seeking Alpha and Wall Street analysts were rather bullish in the last three years, my Hold rating was rather an outlier. But so far, my Hold ratings were rather correct, as the stock declined since my last articles were published. I had to go back to my article from August 2024 to find the first article where we can question the Hold rating. Since that article was published, the stock has increased 22%, but it still underperformed the S&P 500 ( SP500 ), which increased 27% in the same timeframe. My last article about Amazon was published in November 2025, and in my conclusion, I wrote: No matter what calculation we use, I don’t see Amazon being a bargain yet. Right now, Wall Street as well as Seeking Alpha analysts are very bullish and obviously see Amazon being a great bargain at this point. I don’t share this optimism and while I don’t see Amazon being extremely overvalued, I also don’t see the stock being a bargain or a good investment at this point. The stock is trading close to its intrinsic value and we certainly can expect an annual return in the high single digits (or maybe 10%) from an investment. But in my opinion, it is not an investment we have to make or a great buying opportunity. Even in this market with many stocks being extremely overvalued, I think we can find better investments. At this point, analysts are still rather bullish, and with the stock price stagnating or rather declining while the business is improving over time, it could be reasonable to be bullish again at some point. Amazon Analysts Ratings (Seeking Alpha) In the following article, we will argue that Amazon is moving closer to its intrinsic value and could become a solid investment if the stock continues to decline. We will look at the growth potential the business has, but also at the extremely high cap...
Venezuela has started to increase fuel prices at gasoline stations in Caracas as it seeks fresh revenue while reopening its oil industry to foreign investment and boosting output. State-controlled Petróleos de Venezuela SA began offering premium gasoline at a handful of stations in the capital, charging roughly double the price of regular fuel. An initial rollout includes 10 stations selling 97-oc...
Venezuela has started to increase fuel prices at gasoline stations in Caracas as it seeks fresh revenue while reopening its oil industry to foreign investment and boosting output. State-controlled Petróleos de Venezuela SA began offering premium gasoline at a handful of stations in the capital, charging roughly double the price of regular fuel. An initial rollout includes 10 stations selling 97-octane gasoline exclusively in dollars, according to two people with knowledge of the plan. PDVSA hasn’t released details and didn’t immediately respond to requests for comment. Venezuela lacks an independent institution overseeing PDVSA’s products, making it difficult to assess the quality of the fuel. The move underscores the government’s effort to generate new income streams as it courts foreign partners and navigates US policy shifts aimed at reshaping Venezuela’s energy sector, including partial sanctions relief and closer oversight of oil sales. Since 2020, Venezuela has operated a dual-pricing system for regular fuel, with a heavily subsidized tier of less than a cent per liter and a higher-priced option at 50 cents a liter, or $1.89 a gallon. At selected PDVSA stations, premium gasoline is now being sold for $1 a liter, or $3.78 a gallon, bringing prices closer to US levels. The new fuel is produced at Venezuelan refineries and is meant to offer higher quality after years of mismanagement crippled the country’s refining system and narrowed the range of products available domestically. During periods when Venezuela relied on Iranian imports, drivers complained of clogged fuel filters and vehicle breakdowns. Previous attempts to raise fuel prices have faced public backlash . After announcing hikes six years ago, the government rolled back some increases, including for diesel, which is critical for industry and commerce. Even with the latest changes, subsidized gasoline and diesel sold at roughly a third of stations remain among the cheapest in the world.