(RTTNews) - ICU Medical, Inc. (ICUI), Thursday reported forth-quarter net loss of $15.7 million, or $0.64 per share, as compared to a net loss of $23.8 million, or $0.97 per share, for the fourth quarter of 2024.
(RTTNews) - ICU Medical, Inc. (ICUI), Thursday reported forth-quarter net loss of $15.7 million, or $0.64 per share, as compared to a net loss of $23.8 million, or $0.97 per share, for the fourth quarter of 2024.
Guido Mieth/DigitalVision via Getty Images One of the strongest prospects that I have picked out over the last couple of years now has been Provident Financial Services ( PFS ). Back in November of last year, for instance, I reaffirmed the company as a ‘buy’ candidate. This was driven by continued growth when it came to deposits and loans, as well as high asset quality. Add on top of this how chea...
Guido Mieth/DigitalVision via Getty Images One of the strongest prospects that I have picked out over the last couple of years now has been Provident Financial Services ( PFS ). Back in November of last year, for instance, I reaffirmed the company as a ‘buy’ candidate. This was driven by continued growth when it came to deposits and loans, as well as high asset quality. Add on top of this how cheap the stock was when it came to earnings, book value, and tangible book value, and I believed that further upside was likely. Since then, shares have jumped 28.9%. That's well above the 5% increase that the S&P 500 achieved over the same window of time. But that pales in comparison to the real story. Since I originally rated it a ‘buy’ in February of 2024, the stock has surged 65.8%. That's meaningfully above the 38% rise that the market enjoyed. At some point, a company that outperforms the market to this extent does not justify further upside. I don't think we are there just yet. However, I would argue that we are getting close. In fact, based on valuation alone, this is the point at which I would normally downgrade to a more neutral rating. But when you add on top of this continued growth on the balance sheet and high asset quality, I believe that a bit more upside is probable. Because of this, I believe that maintaining it as a soft ‘buy’ candidate is the appropriate move. It’s Too Early to Bank on a Downgrade The newest data that investors have regarding Provident Financial Services came out in late January. That data covered the final quarter of the company's 2025 fiscal year. According to management, deposits came in at $19.28 billion. That compared favorably to the $19.10 billion reported for the third quarter. And it represented a respectable increase over the $18.62 billion the company reported a year earlier. It is important to note that not all deposits are equal. Brokered deposits, which are deposits borrowed from other financial institutions, are some of the l...
Small Businesses Compete... Why Can't Credit Card Companies? Authored by Adam Temple via RealClearPolitics , Families aren’t the only ones who’ve been struggling with affordability for years . So have the small businesses that power the American economy and create the majority of new jobs. There’s no shortage of commonsense ideas to give job creators relief, but President Trump just highlighted on...
Small Businesses Compete... Why Can't Credit Card Companies? Authored by Adam Temple via RealClearPolitics , Families aren’t the only ones who’ve been struggling with affordability for years . So have the small businesses that power the American economy and create the majority of new jobs. There’s no shortage of commonsense ideas to give job creators relief, but President Trump just highlighted one of the most important : Stop credit-card companies from ripping off Main Street. This month, the president announced his support for the Credit Card Competition Act. At its core, this bipartisan bill would give small businesses the right to choose between multiple credit card processing networks. That’s a huge difference from the status quo, because right now, Main Street is stuck with networks that charge huge swipe fees . This leaves small businesses with a real dilemma: Stop accepting credit cards or pass the costs on to consumers. That’s an impossible choice in today’s economy. This crisis can be laid at the feet of Visa, Mastercard, and the big banks that create the unfair and uncompetitive payment systems. The two powerful credit card companies and their banking partners decide what swipe fees every small business in America pays. They charge 2%-4% on each transaction, which adds up quickly. In 2024, the swipe fees totaled a record $187.2 billion , and they were most merchants’ highest operating cost after labor. And as credit card companies have raised their swipe fees in recent years, many small business margins have come to the breaking point. Visa and Mastercard fees disproportionately impact small businesses more than larger competitors. But there’s no good reason for small merchants to pay higher rates. The transaction process and equipment costs are the same for everyone. Visa and Mastercard’s higher prices for smaller merchants seem designed to maximize their own Wall Street profits while punishing Main Street. Every American suffers from this broken system....
Figma gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg. Figma is known for making s...
Figma gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg. Figma is known for making software used to design applications and website interfaces. It has worked to expand its suite of software, including a generative AI tool called Figma Make, which creates app interfaces and code from prompts. Weekly users of the tool grew 70% in the fourth quarter, the company said in the statement. Figma CEO Dylan Field joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Super Micro Computer (NASDAQ:SMCI), a modular server and storage solutions provider, closed Thursday at $32.16, up 8.25%. The stock moved higher after analyst upgrades, institutional buying disclosures, and reports of a potential “Make in India” AI server expansion. Investors wil
Super Micro Computer (NASDAQ:SMCI), a modular server and storage solutions provider, closed Thursday at $32.16, up 8.25%. The stock moved higher after analyst upgrades, institutional buying disclosures, and reports of a potential “Make in India” AI server expansion. Investors wil
Klarna Group (NYSE:KLAR), a digital bank and flexible payments provider, closed Thursday at $13.84, down 26.95%. The stock dropped after Q4 results missed forecasts and guidance pointed to slower near‑term growth with higher credit provisions. Investors are watching to see whethe
Klarna Group (NYSE:KLAR), a digital bank and flexible payments provider, closed Thursday at $13.84, down 26.95%. The stock dropped after Q4 results missed forecasts and guidance pointed to slower near‑term growth with higher credit provisions. Investors are watching to see whethe
The S&P 500 (SNPINDEX:^GSPC) fell 0.28% to 6,861.89, breaking a three-day winning streak. Geopolitical tensions and weaker confidence weighed on the Nasdaq Composite (NASDAQINDEX:^IXIC), which slipped 0.31% to 22,682.73, and the Dow Jones Industrial Average (DJINDICES:^DJI),
The S&P 500 (SNPINDEX:^GSPC) fell 0.28% to 6,861.89, breaking a three-day winning streak. Geopolitical tensions and weaker confidence weighed on the Nasdaq Composite (NASDAQINDEX:^IXIC), which slipped 0.31% to 22,682.73, and the Dow Jones Industrial Average (DJINDICES:^DJI),
TPG ( TPG ) announced that its indirect subsidiary, TPG Operating Group II, priced a $500M registered public offering of 4.875% senior notes due 2031. The offering is expected to close on February 26, 2026. Interest will accrue at 4.875% annually and be paid semi-annually on May 15 and November 15, beginning November 15, 2026. Net proceeds will be used to repay borrowings under the revolving credi...
TPG ( TPG ) announced that its indirect subsidiary, TPG Operating Group II, priced a $500M registered public offering of 4.875% senior notes due 2031. The offering is expected to close on February 26, 2026. Interest will accrue at 4.875% annually and be paid semi-annually on May 15 and November 15, beginning November 15, 2026. Net proceeds will be used to repay borrowings under the revolving credit facility and for general corporate purposes. More on TPG TPG Inc. (TPG) Presents At Bank Of America Financial Services Conference 2026 Transcript TPG Inc. 2025 Q4 - Results - Earnings Call Presentation TPG Inc. (TPG) Q4 2025 Earnings Call Transcript TPG proposes senior notes offering TPG to acquire majority stake in Sabre Industries from Blackstone
(RTTNews) - RingCentral, Inc. (RNG) on Thursday reported fourth-quarter net income of $22.97 million or $0.26 per share, compared to a net loss of $7.19 million or $0.08 per share in the same period last year.
(RTTNews) - RingCentral, Inc. (RNG) on Thursday reported fourth-quarter net income of $22.97 million or $0.26 per share, compared to a net loss of $7.19 million or $0.08 per share in the same period last year.
Earnings Call Insights: Blue Owl Capital Corporation (OBDC) Q4 2025 Management View Craig Packer, CEO, began by addressing recent investor scrutiny over credit quality in private credit, stating, "credit quality in OBDC remains strong, and we expect that to continue." He announced the termination of the proposed merger with OBDC II and described the decision to instead pursue a significant asset s...
Earnings Call Insights: Blue Owl Capital Corporation (OBDC) Q4 2025 Management View Craig Packer, CEO, began by addressing recent investor scrutiny over credit quality in private credit, stating, "credit quality in OBDC remains strong, and we expect that to continue." He announced the termination of the proposed merger with OBDC II and described the decision to instead pursue a significant asset sale: "Yesterday, we announced a sale of a portfolio of OBDC II assets at book value totaling $600 million or approximately 35% of the fund's total assets and plan to distribute most of those proceeds to OBDC II shareholders." The sale expanded due to high demand, with $1.4 billion of assets being sold, including $400 million from OBDC, all at an average price of 99.7% of book value. Packer emphasized, "This is a partial strip sale across OBDC Holdings, where we are selling small pieces of over 70 individual loans at an average size of $5 million per position or approximately 5% of each position size." The CEO noted the repurchase of $148 million worth of stock at an average discount to net asset value of 14%, stating this was accretive to NAV per share and reflected the company's conviction in OBDC's long-term value. He also highlighted a Moody's upgrade to Baa2 in January, describing it as "a reflection of our strong portfolio and liability management capabilities and our long-term track record of disciplined underwriting and solid credit performance." Logan Nicholson, President, elaborated that the asset sale and repayment activity led to reduced leverage, with net leverage at 1.19x. He highlighted that OBDC's portfolio remains diversified across 30 industries, with software and health care sectors showing double-digit revenue and EBITDA growth in the quarter. Jonathan Lamm, CFO, stated, "In the fourth quarter, OBDC earned adjusted net investment income of $0.36 per share, in line with the prior quarter." He reported NAV per share at $14.81, down from $14.89, and confirme...
20-year-old delivers near-flawless free skate Kaori Sakamoto and Ami Nakai win silver and bronze Alysa Liu completed a stunning comeback to competitive figure skating by winning the first Olympic women’s figure skating gold medal for the United States in 24 years on Thursday night. The 20-year-old from Clovis, California, who vanished from the sport nearly four years ago uncertain if she’d ever re...
20-year-old delivers near-flawless free skate Kaori Sakamoto and Ami Nakai win silver and bronze Alysa Liu completed a stunning comeback to competitive figure skating by winning the first Olympic women’s figure skating gold medal for the United States in 24 years on Thursday night. The 20-year-old from Clovis, California, who vanished from the sport nearly four years ago uncertain if she’d ever return, delivered a career-best long program to overtake Japanese rivals Kaori Sakamoto and Ami Nakai. Skating in a shimmering gold dress to Donna Summer’s MacArthur Park Suite, Liu cleanly landed all seven of her triple jumps, including three in combination, and drew a standing ovation before finishing with 226.79 points overall. Continue reading...