Baidu, Inc. (US0567521085)
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Stand (close): 25.02.26

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26.02.26 00:00:52 Was man heute im Blick behalten sollte: Warner Bros.-Ergebnisse, die Fed und Arbeitslosenzahlen.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Dieser Segment "Asking for a Trend" gibt einen Ausblick auf die wichtigsten Ereignisse und Datenveröffentlichungen, die am Donnerstag, den 29. Februar, stattfinden, und konzentriert sich auf die Anlegeraktivität. Der Tag ist vollgepackt mit Gewinnberichtsankündigungen, makroökonomischen Kommentaren und Marktanalysen. Mehrere Technologieunternehmen, darunter Dell Technologies, Coreweave und Zscaler, werden ihre Gewinnzahlen veröffentlichen. Im Medienbereich wird Warner Bros. Discovery seine Ergebnisse für das vierte Quartal veröffentlichen, wobei der Schwerpunkt wahrscheinlich auf dem laufenden Übernahmekampf zwischen Paramount Skydance liegen wird, der sein Angebot auf 31 Dollar pro Aktie erhöht hat und die Konkurrenz mit Netflix verstärkt. Über die Fusionen hinaus überwachen Investoren genau die Werbeentwicklungen, insbesondere das Fehlen von NBA-Programmierungen, die voraussichtlich die Ergebnisse von Warner Bros. Discovery beeinflussen wird. Intuit wird seine Q2-Gewinnzahlen veröffentlichen, wobei der Aktienkurs nach jüngsten Software-Verkäufen wieder an Fahrt gewinnt. Analysten prognostizieren etwa 14% Wachstum des Umsatzes, angetrieben durch seine globalen Geschäftslösungen, insbesondere QuickBooks, wobei der Fokus auf dem Momentum der Steuerzeit und der Akzeptanz von KI-gestützten Tools liegt. Auf der makroökonomischen Seite wird Federal Reserve Vizepräsidentin für die Aufsicht, Michelle Bowman, sprechen, nachdem Kommentare von Richmond Fed Präsident Tom Barkin gefallen sind, der optimistisch bezüglich einer Abkühlung der Inflation war, aber auch auf die Erschöpfung der Verbraucher wegen anhaltender Preiserhöhungen hingewiesen hat. Schließlich werden neue wöchentliche Daten zu den anfänglichen Arbeitslosigkeit beansprucht veröffentlicht, wobei Ökonomen eine leichte Erhöhung auf 216.000 prognostizieren, die Einblicke in die Gesundheit des Arbeitsmarktes gewährt.
25.02.26 23:00:29 Here are the major earnings before the open Thursday
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Major earnings expected before the bell on Thursday include: * Viatris (VTRS [https://seekingalpha.com/symbol/VTRS]) * Baidu (BIDU [https://seekingalpha.com/symbol/BIDU]) * Vistance Networks (VISN [https://seekingalpha.com/symbol/VISN]) * Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]) * D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS]) Other earnings slated for release before Thursday's open include: * ABTC [https://seekingalpha.com/symbol/ABTC], ACIW [https://seekingalpha.com/symbol/ACIW], ACMR [https://seekingalpha.com/symbol/ACMR], AKBA [https://seekingalpha.com/symbol/AKBA], ALIZY [https://seekingalpha.com/symbol/ALIZY], AMBP [https://seekingalpha.com/symbol/AMBP], ANIK [https://seekingalpha.com/symbol/ANIK], ARBE [https://seekingalpha.com/symbol/ARBE], ARGX [https://seekingalpha.com/symbol/ARGX], ARREF [https://seekingalpha.com/symbol/ARREF], AUPH [https://seekingalpha.com/symbol/AUPH], AXAHY [https://seekingalpha.com/symbol/AXAHY], BCRX [https://seekingalpha.com/symbol/BCRX], BFLY [https://seekingalpha.com/symbol/BFLY], BKSY [https://seekingalpha.com/symbol/BKSY], BLD [https://seekingalpha.com/symbol/BLD], BSY [https://seekingalpha.com/symbol/BSY], BUR [https://seekingalpha.com/symbol/BUR], CARS [https://seekingalpha.com/symbol/CARS], CCO [https://seekingalpha.com/symbol/CCO], CELH [https://seekingalpha.com/symbol/CELH], CERT [https://seekingalpha.com/symbol/CERT], CLMB [https://seekingalpha.com/symbol/CLMB], CM [https://seekingalpha.com/symbol/CM], CM [https://seekingalpha.com/symbol/CM], CMBT [https://seekingalpha.com/symbol/CMBT], COLL [https://seekingalpha.com/symbol/COLL], CQP [https://seekingalpha.com/symbol/CQP], CRON [https://seekingalpha.com/symbol/CRON], DCI [https://seekingalpha.com/symbol/DCI], DCO [https://seekingalpha.com/symbol/DCO], DCTH [https://seekingalpha.com/symbol/DCTH], DNUT [https://seekingalpha.com/symbol/DNUT], DQ [https://seekingalpha.com/symbol/DQ], DSX [https://seekingalpha.com/symbol/DSX], DTEGY [https://seekingalpha.com/symbol/DTEGY], E [https://seekingalpha.com/symbol/E], EFXT [https://seekingalpha.com/symbol/EFXT], EIC [https://seekingalpha.com/symbol/EIC], EME [https://seekingalpha.com/symbol/EME], ENOV [https://seekingalpha.com/symbol/ENOV], EOSE [https://seekingalpha.com/symbol/EOSE], FCN [https://seekingalpha.com/symbol/FCN], FOUR [https://seekingalpha.com/symbol/FOUR], FTDR [https://seekingalpha.com/symbol/FTDR], FWONA [https://seekingalpha.com/symbol/FWONA], FWONK [https://seekingalpha.com/symbol/FWONK], GCT [https://seekingalpha.com/symbol/GCT], GIL [https://seekingalpha.com/symbol/GIL], GOLF [https://seekingalpha.com/symbol/GOLF], GTN [https://seekingalpha.com/symbol/GTN], HAFN [https://seekingalpha.com/symbol/HAFN], HGV [https://seekingalpha.com/symbol/HGV], HPP [https://seekingalpha.com/symbol/HPP], HRL [https://seekingalpha.com/symbol/HRL], HRTX [https://seekingalpha.com/symbol/HRTX], HTZ [https://seekingalpha.com/symbol/HTZ], IART [https://seekingalpha.com/symbol/IART], IBP [https://seekingalpha.com/symbol/IBP], IHS [https://seekingalpha.com/symbol/IHS], INSW [https://seekingalpha.com/symbol/INSW], IQ [https://seekingalpha.com/symbol/IQ], KBR [https://seekingalpha.com/symbol/KBR], KRP [https://seekingalpha.com/symbol/KRP], KYMR [https://seekingalpha.com/symbol/KYMR], LGND [https://seekingalpha.com/symbol/LGND], LKNCY [https://seekingalpha.com/symbol/LKNCY], LNG [https://seekingalpha.com/symbol/LNG], LNTH [https://seekingalpha.com/symbol/LNTH], MIDD [https://seekingalpha.com/symbol/MIDD], MNKD [https://seekingalpha.com/symbol/MNKD], MRP [https://seekingalpha.com/symbol/MRP], MURGY [https://seekingalpha.com/symbol/MURGY], NAT [https://seekingalpha.com/symbol/NAT], NCDL [https://seekingalpha.com/symbol/NCDL], NLLSF [https://seekingalpha.com/symbol/NLLSF], NOMD [https://seekingalpha.com/symbol/NOMD], NTLA [https://seekingalpha.com/symbol/NTLA], NVAX [https://seekingalpha.com/symbol/NVAX], NVCR [https://seekingalpha.com/symbol/NVCR], NXST [https://seekingalpha.com/symbol/NXST], ONC [https://seekingalpha.com/symbol/ONC], OPRA [https://seekingalpha.com/symbol/OPRA], PAYO [https://seekingalpha.com/symbol/PAYO], PEG [https://seekingalpha.com/symbol/PEG], PENN [https://seekingalpha.com/symbol/PENN], PHAT [https://seekingalpha.com/symbol/PHAT], PLTK [https://seekingalpha.com/symbol/PLTK], PRGO [https://seekingalpha.com/symbol/PRGO], PRKS [https://seekingalpha.com/symbol/PRKS], PRM [https://seekingalpha.com/symbol/PRM], PRMB [https://seekingalpha.com/symbol/PRMB], PZZA [https://seekingalpha.com/symbol/PZZA], Q [https://seekingalpha.com/symbol/Q], QVCGA [https://seekingalpha.com/symbol/QVCGA], ROCK [https://seekingalpha.com/symbol/ROCK], RXT [https://seekingalpha.com/symbol/RXT], RY [https://seekingalpha.com/symbol/RY], RYCEY [https://seekingalpha.com/symbol/RYCEY], RYTM [https://seekingalpha.com/symbol/RYTM], SBGSF [https://seekingalpha.com/symbol/SBGSF], SHAK [https://seekingalpha.com/symbol/SHAK], SJM [https://seekingalpha.com/symbol/SJM], SMP [https://seekingalpha.com/symbol/SMP], SRE [https://seekingalpha.com/symbol/SRE], STLA [https://seekingalpha.com/symbol/STLA], TCNNF [https://seekingalpha.com/symbol/TCNNF], TD [https://seekingalpha.com/symbol/TD], TDAY [https://seekingalpha.com/symbol/TDAY], TE [https://seekingalpha.com/symbol/TE], TFX [https://seekingalpha.com/symbol/TFX], TGLS [https://seekingalpha.com/symbol/TGLS], TGTX [https://seekingalpha.com/symbol/TGTX], THRY [https://seekingalpha.com/symbol/THRY], TIGO [https://seekingalpha.com/symbol/TIGO], TWI [https://seekingalpha.com/symbol/TWI], VCEL [https://seekingalpha.com/symbol/VCEL], VEOEY [https://seekingalpha.com/symbol/VEOEY], VIPS [https://seekingalpha.com/symbol/VIPS], VITL [https://seekingalpha.com/symbol/VITL], VST [https://seekingalpha.com/symbol/VST], VYX [https://seekingalpha.com/symbol/VYX], WD [https://seekingalpha.com/symbol/WD], WPP [https://seekingalpha.com/symbol/WPP], WRBY [https://seekingalpha.com/symbol/WRBY], WVE [https://seekingalpha.com/symbol/WVE], WWW [https://seekingalpha.com/symbol/WWW], ZLAB [https://seekingalpha.com/symbol/ZLAB] * For Seeking Alpha's full earnings season calendar, click here [https://seekingalpha.com/earnings/earnings-calendar].
25.02.26 21:50:22 Nvidia earnings live: Nvidia stock pops as earnings beat, guidance stifles some AI concerns
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Fourth quarter earnings season is entering its final stretch. Earnings from Nvidia (NVDA) mark the final company among the "Magnificent Seven" tech stocks to report quarterly results. This report offered a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up. Other key results this week include reports from Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), with the latter currently locked in a duel with Netflix to acquire the former. Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) will also be among the notable companies expected to report in the coming week.LIVE214 updates 7 mins ago Grace O'Donnell Nvidia stock jumps after earnings beats, revenue guidance tops expectations Nvidia (NVDA) stock popped by more than 3% after earnings beat expectations and delivered a strong revenue outlook for the first quarter. Nvidia said it expects revenue of $76.44 billion to $79.56 billion in Q1, ahead of expectations of $72.78 billion, according to Bloomberg consensus estimates. Here's what Nvidia reported for the fourth quarter compared to analyst estimates compiled by Bloomberg: Data Center compute revenue ($51.3 billion, up 58% from a year ago) and networking revenue ($11.0 billion, up 263%) both also reached record highs. Today at 3:35 PM UTC Jenny McCall Shoemaker Steven Madden withholds profit forecast on tariff uncertainty Steve Madden's (SHOO) stock fell 5% on Wednesday after the shoe and handbag maker withdrew its 2026 earnings forecast due to tariff uncertainty, in the first sign of chaos since the Supreme court shut down President Trump's tariffs last week Friday. Reuters reports: Read more here. Today at 1:26 PM UTC Grace O'Donnell First Solar stock tumbles as guidance disappoints First Solar (FSLR) stock plunged by around 16% on Wednesday morning after the solar company issued a bleaker-than-expected full-year outlook. The company said it expects 2026 net sales in a range of $4.9 billion to $5.2 billion, whereas the Street was looking for guidance of $5.6 billion. In the fourth quarter, First Solar reported earnings per share of $4.84, missing analyst estimates for $5.17 per share, according to S&P Global Market Intelligence. Revenue of $1.68 billion came in ahead of forecasts for $1.56 billion. “Our growth journey continued into 2025, with the commissioning of our new Louisiana factory and our decision to establish a new facility in South Carolina,” said CEO Mark Widmar. “As we navigated a rapidly evolving environment, we maintained a disciplined approach to contracting and remained anchored in our core principle of pricing and delivery certainty, a key differentiator that our customers value.” Today at 11:49 AM UTC Jenny McCall Circle stock jumps after Q4 revenue rises on stablecoin growth Circle (CRCL) stock rose 14% on Wednesday during premarket hours after reporting an increase in fourth quarter revenue, as its income from reserves ‌got a boost from a rise in circulation ‌of its stablecoin token, USDC. Reuters reports: Read more here. Today at 11:37 AM UTC Brooke DiPalma Lowe's earnings beat analyst estimates but full year guidance falls short Lowe's (LOW) reported fourth quarter results that beat Wall Street's expectations across the board including revenue, earnings and same-store sales growth. Adjusted earnings came in $1.98, four cents higher then the Street predicted for the fourth quarter, per Bloomberg consensus data. Whereas, revenue grew 10% to $20.58 billion, slightly above the expectations of $20.35 billion. Same-store sales grew 1.3%, more than the roughly 0.5% increase Wall Street estimated for, boosted higher by growth in its Pro business, home services sales and a "strong holiday performance." However, the home improvement company's stock fell more than 3% during premarket hours, after sales guidance for the full year fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs. "While the housing macro remains pressured, we are focused on directing what is within our control, which includes our ongoing productivity initiatives. We remain confident that we are well-positioned to take share regardless of the macro environment," CEO Marvin Ellison said in the release. For 2026, the company expects same-store sales growth to be flat, to up 2% compared to last year. The Street was looking for up 2%. Wall Street's prediction for full year revenue was $93.2. billion, which fell in the middle of the range Lowe's said of $92.0 to $94.0 billion. Adjusted earnings though fell short of the $13.00 forecast. Lowe's said it expected earnings to come in between the range of approximately $12.25 to $12.75. TD Cowen analyst Max Rakhlenko wrote in a note to clients, "Ultimately, we think the early reaction with shares down low-single digits makes sense with the results and guide in-line to slightly below" expectations. Today at 11:11 AM UTC Jenny McCall HSBC annual profits fall but top estimates Yahoo Finance UK's Vicky McKeever reports: Read more here. Tue, February 24, 2026 at 9:44 PM UTC Iris Winslow HP warns US trade regulations, memory chip costs to weigh on annual forecasts Reuters reports: Read the full story here. Tue, February 24, 2026 at 9:31 PM UTC Grace O'Donnell Workday stock plunges 8% as outlook falls short of expectations Workday (WDAY) stock plunged around 8% after the enterprise applications company reported an adjusted earnings beat but disappointing guidance. The quarterly results come as software stocks like Workday have sold off on concerns that artificial intelligence could automate and eat away at their core businesses. In the fourth quarter, Workday reported revenue of $2.53 billion, a 14.5% annual increase, which just managed to exceed estimates of $2.52 billion, according to S&P Global Market Intelligence. Subscription revenue hit $2.36 billion. Adjusted earnings per share of $2.47 also beat the Street's expectations of $2.32 per share. But Workday's subscription revenue guidance fell short of expectations. The company expects first quarter subscription revenue of $2.335 billion, suggesting a slowdown from the current quarter, and full-year subscription revenue of $9.92 billion to $9.95 billion. Workday stock was already down more than 9% over the past five days as worries about AI disruption coursed through the sector, fueled by a doom-and-gloom report from Citrini Research. Join the earnings call live > Tue, February 24, 2026 at 9:22 PM UTC Iris Winslow Lucid reports mixed Q4 results, $2.8 billion adjusted EBITDA loss for the year Yahoo Finance's Pras Subramanian reports: Read more here. Tue, February 24, 2026 at 12:52 PM UTC Grace O'Donnell Planet Fitness stock falls 5% after earnings beat Planet Fitness (PLNT) reported better-than-expected profits and revenue in the fourth quarter, but the stock fell around 5% in premarket trading. Earnings of $0.73 per share on revenue of $376.3 million. Wall Street analysts were expecting earnings of $0.68 per share on revenue of $367.9 million, according to S&P Global Market Intelligence. The company said it had 20.8 million members by the end of 2025 across nearly 2,900 clubs. "Adding approximately 1.1 million net new members in 2025 — the first full-year of our 50 percent price increase for new Classic Card members — highlights the incredible demand for our brand," said Planet Fitness's CEO Colleen Keating. In 2026, Planet Fitness expects to log sales growth between 4% and 5%, and revenue is forecast to increase by around 9%, a bit lighter than the Street was expecting. Listen to the earnings call here. Tue, February 24, 2026 at 12:48 PM UTC Jenny McCall Constellation Energy misses Q4 earnings despite revenue beat Constellation Energy (CEG) stock edged higher on Tuesday during premarket hours after reporting fourth quarter adjusted earnings of $2.30 per share, which just fell short of analysts' expectations of $2.31 per share. The gas and electricity company did beat analysts' estimates on revenue, reaching $6.07 billion, surpassing the $4.95 billion expected by analysts. Investing.com reports: Read more here. Tue, February 24, 2026 at 12:36 PM UTC Jenny McCall American Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growth Reuters reports: Read more here. Tue, February 24, 2026 at 11:38 AM UTC Brooke DiPalma Home Depot posts better than expected same-store sales growth, driving stock higher Home Depot (HD) posted mixed fourth quarter results as consumer uncertainty around the housing market lingers. In the fourth quarter, revenue fell 4% to $38.2 billion, slightly less than nearly $38.3 billion the street forecasted, per Bloomberg consensus data. Adjusted earnings came in better than expected at $2.72, compared to estimates of $2.55. Overall same-store sales grew 0.4%, compared to the expected 0.4% decline. The results were driven by a higher ticket size, but drop off in consumer transactions. "For the fourth quarter, our results were largely in-line with our expectations, reflecting the lack of storm activity in the third quarter and ongoing consumer uncertainty and pressure in housing," CEO Ted Decker said in the release, "Adjusting for storms, underlying demand was relatively stable throughout the year." Home Depot stock rose nearly 3% in pre-market trading, and are up roughly 10% so far this year. For comparison, the S&P 500 (^GSPC) has been flat. For the fiscal year, the company posted better than expected results across all key metrics. Revenue came in at $164.68 billion, more than the $164.59 billion expected, alongside adjusted earnings of $14.69, a tick above the $14.53 expected. Same-store sales grew 0.3%, more than the 0.2% Wall Street anticipated. For this fiscal year, the company reiterated guidnce it shared at its investor day back in December. It expects total sales to grow in the range of 2.5% to 4.5%, alongside same-store sales growth of roughly flat to up 2%. Adjusted earnings for the year are expected to be between flat and up 4.0% from $14.69 posted this fiscal year. Mon, February 23, 2026 at 9:56 PM UTC Grace O'Donnell Hims & Hers forecasts 2026 revenue above estimates, but the stock is down Hims & Hers (HIMS) reported lower profits in the fourth quarter compared with a year ago, sending the stock down more than 2.5% in extended trading. The telehealth and drug platform reported earnings per share of $0.08, beating Wall Street estimates for $0.05 but falling from $0.11 per share a year ago, according to S&P Global Market Intelligence. Revenue of $617.8 million was roughly in line with estimates. One bright spot in the earnings release was Hims & Hers 2026 revenue forecast, which came in above estimates. Reuters reports: Read more here. Mon, February 23, 2026 at 1:21 PM UTC Grace O'Donnell Dominion stock seesaws after company post earnings in line with estimates Dominion Energy (D) stock fluctuated shortly after the company released stable fourth quarter and full-year earnings results, as the company looks to invest in its energy infrastructure amid growing demand for electricity and natural gas. The Virginia-based company reported fourth quarter earnings of $0.65 per share that were in line with Wall Street estimates, while revenue of $4.1 billion topped estimates of $3.7 billion, according to S&P Global Market Intelligence data. For the full year, Dominion posted earnings per share of $3.45, slightly below consensus expectations of $3.47, and the company's 2026 earnings guidance also fell a bit short at the midpoint. Dominion said it expects to earn between $3.45 and $3.69 per share this year, with that midpoint of $3.57 per share falling below the Street's expectations of $3.61. Dominion's earnings call begins at 11 a.m. ET. Listen to the call live here. Mon, February 23, 2026 at 12:25 PM UTC Brooke DiPalma Domino's Pizza beat US same store sales growth estimates as consumers still seek out value Domino's (DPZ) posted mixed fourth quarter and fiscal 2025 results as the chain doubles down on growing sales, store count, and profits while consumers home in on value. The pizza chain posted revenue of $1.54 billion for the fiscal fourth quarter on Monday morning. That was up 6.4% year over year and a tick above the $1.52 billion Wall Street forecast, per Bloomberg consensus data. The bump was driven by higher order volumes and an increase in the company's food basket pricing to stores. Adjusted earnings came in at $5.35 per share, just below estimates of $5.37. CEO Russell Weiner said the chain's "MORE strategy" delivered higher sales and profits. He said in the release, "These strong results flowed through to increased franchisee profits, showcasing our ability to drive store level profitability while providing incredible value for our customers." US same-store sales grew 3.7%, above the 3.3% jump forecast, while international stores of 0.7% were lower than the expected 1.1% tick up. Shares in Domino's rose over 5% at market open Monday, as investors assessed its revenue growth. The stock is down 12% over the past year, compared with the S&P 500's (^GSPC) 15% gain. For the fiscal year, revenue came in at $4.9 billion, alongside adjusted earnings of $17.57. Same-store sales for US stores grew 3%, more than the 2.85% forecast. For the year, international stores' same-store sales growth missed expectations, rising 1.9% versus the estimated 2.14%. In 2025, the company added 776 stores, slightly more than the Street anticipated, bringing the total to 22,142 globally. For the current year, Domino's said it expects US same-store sales to grow 3% and for international sales to be up between 1% to 2%. The company also expects growth from third-party platforms, such as DoorDash and Uber. "We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggregators," Weiner said. Fri, February 20, 2026 at 9:52 PM UTC Myles Udland Notable companies expected to report during the week of Feb. 23 Domino's Pizza (DPZ), Dominion Energy (D), ONEOK (OKE), Diamondback Energy (FANG) Home Depot (HD), Alibaba (BABA), Constellation Energy (CEG), MercadoLibre (MELI), Keurig Dr Pepper (KDP), NRG Energy (NRG), Workday (WDAY), Axon Enterprise (AXON), First Solar (FSLR), Amer Sports (AS), CoStar Group (CSGP), HP Inc. (HPQ), GoDaddy (GDDY) Nvidia (NVDA), HSBC (HSBC), Salesforce (CRM), The TJX Companies (TJX), Lowe's (LOW), Snowflake (SNOW), Diageo (DEO), HEICO Corporation (HEI), Medline (MDLN), Trip.com Group (TCOM), Agilent Technologies (A), Zoom Communications (ZM), TKO Group Holdings (TKO), Circle Internet Group (CRCL), The Trade Desk (TTD), Paramount Skydance (PSKY) Intuit (INTU), Stellantis (STLA), Monster Beverage (MNST), Dell Technologies (DELL), Warner Bros. Discovery (WBD), Eni S.p.A. (E), Vistra Corp. (VST), Rocket Companies (RKT), Cheniere Energy (LNG), Autodesk (ADSK), Baidu (BIDU), CoreWeave (CRWV), PSEG (PEG), Rocket Lab Corporation (RKLB), EMCOR Group (EME), Coupang (CPNG), Block (XYZ), Zscaler (ZS), Coterra Energy (CTRA), Flutter Entertainment (FLUT), Talen Energy Corporation (TLN), The J.M. Smucker Company (SJM) Friday Chart Industries (GTLS), Pearson (PSO), Frontline (FRO), Globalstar (GSAT) Fri, February 20, 2026 at 1:29 PM UTC Jenny McCall Chemours stock falls after reporting $47M loss in Q4 earnings Chemours Co. (CC) stock slumped 9% before the bell on Friday after reporting a loss of $47 million in its fourth quarter earnings. The AP reports: Read more here. Fri, February 20, 2026 at 9:57 AM UTC Jenny McCall Live Nation reports growing annual concert attendance as federal antitrust trial looms Live Nation (LYV) stock rose more than 3% before the bell on Friday after the ticket provider posted an 11% increase in fourth quarter revenue to $6.31 billion, driven by a 12% gain in concert sales. The Wall Street Journal reports: Read more here. Fri, February 20, 2026 at 9:23 AM UTC Jenny McCall Opendoor stock rallies on 46% jump in home acquisition volume Opendoor's (OPEN) stock jumped 14% during premarket hours on Friday, despite posting a fourth quarter loss of $1.26 per share, missing analysts' estimates. Revenue reached $736 million, surpassing Wall Street estimates of $576.94 million. The digital real estate company also reported that home purchases had risen 46% quarter-over-quarter. Investing.com reports: Read more here. Story Continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance View Comments
25.02.26 13:32:11 Earnings live: Circle stock soars, First Solar and Lowe's fall on guidance misses
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Fourth quarter earnings season is entering its final stretch. In the week ahead, earnings from Nvidia (NVDA) will mark the final company among the "Magnificent Seven" tech stocks to report quarterly results. This report should offer a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up. Other key results in the week ahead will include reports from Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), with the latter currently locked in a duel with Netflix to acquire the former. Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) will also be among the notable companies expected to report in the coming week.LIVE212 updates 7 mins ago Grace O'Donnell First Solar stock tumbles as guidance disappoints First Solar (FSLR) stock plunged by around 16% on Wednesday morning after the solar company issued a bleaker-than-expected full-year outlook. The company said it expects 2026 net sales in a range of $4.9 billion to $5.2 billion, whereas the Street was looking for guidance of $5.6 billion. In the fourth quarter, First Solar reported earnings per share of $4.84, missing analyst estimates for $5.17 per share, according to S&P Global Market Intelligence. Revenue of $1.68 billion came in ahead of forecasts for $1.56 billion. “Our growth journey continued into 2025, with the commissioning of our new Louisiana factory and our decision to establish a new facility in South Carolina,” said CEO Mark Widmar. “As we navigated a rapidly evolving environment, we maintained a disciplined approach to contracting and remained anchored in our core principle of pricing and delivery certainty, a key differentiator that our customers value.” Today at 11:49 AM UTC Jenny McCall Circle stock jumps after Q4 revenue rises on stablecoin growth Circle (CRCL) stock rose 14% on Wednesday during premarket hours after reporting an increase in fourth quarter revenue, as its income from reserves ‌got a boost from a rise in circulation ‌of its stablecoin token, USDC. Reuters reports: Read more here. Today at 11:37 AM UTC Brooke DiPalma Lowe's earnings beat analyst estimates but full year guidance falls short Lowe's (LOW) reported fourth quarter results that beat Wall Street's expectations across the board including revenue, earnings and same-store sales growth. Adjusted earnings came in $1.98, four cents higher then the Street predicted for the fourth quarter, per Bloomberg consensus data. Whereas, revenue grew 10% to $20.58 billion, slightly above the expectations of $20.35 billion. Same-store sales grew 1.3%, more than the roughly 0.5% increase Wall Street estimated for, boosted higher by growth in its Pro business, home services sales and a "strong holiday performance." However, the home improvement company's stock fell more than 3% during premarket hours, after sales guidance for the full year fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs \ "While the housing macro remains pressured, we are focused on directing what is within our control, which includes our ongoing productivity initiatives. We remain confident that we are well-positioned to take share regardless of the macro environment," CEO Marvin Ellison said in the release. For 2026, the company expects same-store sales growth to be flat, to up 2% compared to last year. The Street was looking for up 2%. Wall Street's prediction for full year revenue is was $93.2. billion, which fell in the middle of the range Lowe's said of $92.0 to $94.0 billion. Adjusted earnings though fell short of the $13.00 forecast. Lowe's said it expected earnings to come in between the range of approximately $12.25 to $12.75. TD Cowen analyst Max Rakhlenko wrote in a note to clients, "Ultimately, we think the early reaction with shares down low-single digits makes sense with the results and guide in-line to slightly below" expectations. Today at 11:11 AM UTC Jenny McCall HSBC annual profits fall but top estimates Yahoo Finance UK's Vicky McKeever reports: Read more here. Tue, February 24, 2026 at 9:44 PM UTC Iris Winslow HP warns US trade regulations, memory chip costs to weigh on annual forecasts Reuters reports: Read the full story here. Tue, February 24, 2026 at 9:31 PM UTC Grace O'Donnell Workday stock plunges 8% as outlook falls short of expectations Workday (WDAY) stock plunged around 8% after the enterprise applications company reported an adjusted earnings beat but disappointing guidance. The quarterly results come as software stocks like Workday have sold off on concerns that artificial intelligence could automate and eat away at their core businesses. In the fourth quarter, Workday reported revenue of $2.53 billion, a 14.5% annual increase, which just managed to exceed estimates of $2.52 billion, according to S&P Global Market Intelligence. Subscription revenue hit $2.36 billion. Adjusted earnings per share of $2.47 also beat the Street's expectations of $2.32 per share. But Workday's subscription revenue guidance fell short of expectations. The company expects first quarter subscription revenue of $2.335 billion, suggesting a slowdown from the current quarter, and full-year subscription revenue of $9.92 billion to $9.95 billion. Workday stock was already down more than 9% over the past five days as worries about AI disruption coursed through the sector, fueled by a doom-and-gloom report from Citrini Research. Join the earnings call live > Tue, February 24, 2026 at 9:22 PM UTC Iris Winslow Lucid reports mixed Q4 results, $2.8 billion adjusted EBITDA loss for the year Yahoo Finance's Pras Subramanian reports: Read more here. Tue, February 24, 2026 at 12:52 PM UTC Grace O'Donnell Planet Fitness stock falls 5% after earnings beat Planet Fitness (PLNT) reported better-than-expected profits and revenue in the fourth quarter, but the stock fell around 5% in premarket trading. Earnings of $0.73 per share on revenue of $376.3 million. Wall Street analysts were expecting earnings of $0.68 per share on revenue of $367.9 million, according to S&P Global Market Intelligence. The company said it had 20.8 million members by the end of 2025 across nearly 2,900 clubs. "Adding approximately 1.1 million net new members in 2025 — the first full-year of our 50 percent price increase for new Classic Card members — highlights the incredible demand for our brand," said Planet Fitness's CEO Colleen Keating. In 2026, Planet Fitness expects to log sales growth between 4% and 5%, and revenue is forecast to increase by around 9%, a bit lighter than the Street was expecting. Listen to the earnings call here. Tue, February 24, 2026 at 12:48 PM UTC Jenny McCall Constellation Energy misses Q4 earnings despite revenue beat Constellation Energy (CEG) stock edged higher on Tuesday during premarket hours after reporting fourth quarter adjusted earnings of $2.30 per share, which just fell short of analysts' expectations of $2.31 per share. The gas and electricity company did beat analysts' estimates on revenue, reaching $6.07 billion, surpassing the $4.95 billion expected by analysts. Investing.com reports: Read more here. Tue, February 24, 2026 at 12:36 PM UTC Jenny McCall American Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growth Reuters reports: Read more here. Tue, February 24, 2026 at 11:38 AM UTC Brooke DiPalma Home Depot posts better than expected same-store sales growth, driving stock higher Home Depot (HD) posted mixed fourth quarter results as consumer uncertainty around the housing market lingers. In the fourth quarter, revenue fell 4% to $38.2 billion, slightly less than nearly $38.3 billion the street forecasted, per Bloomberg consensus data. Adjusted earnings came in better than expected at $2.72, compared to estimates of $2.55. Overall same-store sales grew 0.4%, compared to the expected 0.4% decline. The results were driven by a higher ticket size, but drop off in consumer transactions. "For the fourth quarter, our results were largely in-line with our expectations, reflecting the lack of storm activity in the third quarter and ongoing consumer uncertainty and pressure in housing," CEO Ted Decker said in the release, "Adjusting for storms, underlying demand was relatively stable throughout the year." Home Depot stock rose nearly 3% in pre-market trading, and are up roughly 10% so far this year. For comparison, the S&P 500 (^GSPC) has been flat. For the fiscal year, the company posted better than expected results across all key metrics. Revenue came in at $164.68 billion, more than the $164.59 billion expected, alongside adjusted earnings of $14.69, a tick above the $14.53 expected. Same-store sales grew 0.3%, more than the 0.2% Wall Street anticipated. For this fiscal year, the company reiterated guidnce it shared at its investor day back in December. It expects total sales to grow in the range of 2.5% to 4.5%, alongside same-store sales growth of roughly flat to up 2%. Adjusted earnings for the year are expected to be between flat and up 4.0% from $14.69 posted this fiscal year. Mon, February 23, 2026 at 9:56 PM UTC Grace O'Donnell Hims & Hers forecasts 2026 revenue above estimates, but the stock is down Hims & Hers (HIMS) reported lower profits in the fourth quarter compared with a year ago, sending the stock down more than 2.5% in extended trading. The telehealth and drug platform reported earnings per share of $0.08, beating Wall Street estimates for $0.05 but falling from $0.11 per share a year ago, according to S&P Global Market Intelligence. Revenue of $617.8 million was roughly in line with estimates. One bright spot in the earnings release was Hims & Hers 2026 revenue forecast, which came in above estimates. Reuters reports: Read more here. Mon, February 23, 2026 at 1:21 PM UTC Grace O'Donnell Dominion stock seesaws after company post earnings in line with estimates Dominion Energy (D) stock fluctuated shortly after the company released stable fourth quarter and full-year earnings results, as the company looks to invest in its energy infrastructure amid growing demand for electricity and natural gas. The Virginia-based company reported fourth quarter earnings of $0.65 per share that were in line with Wall Street estimates, while revenue of $4.1 billion topped estimates of $3.7 billion, according to S&P Global Market Intelligence data. For the full year, Dominion posted earnings per share of $3.45, slightly below consensus expectations of $3.47, and the company's 2026 earnings guidance also fell a bit short at the midpoint. Dominion said it expects to earn between $3.45 and $3.69 per share this year, with that midpoint of $3.57 per share falling below the Street's expectations of $3.61. Dominion's earnings call begins at 11 a.m. ET. Listen to the call live here. Mon, February 23, 2026 at 12:25 PM UTC Brooke DiPalma Domino's Pizza beat US same store sales growth estimates as consumers still seek out value Domino's (DPZ) posted mixed fourth quarter and fiscal 2025 results as the chain doubles down on growing sales, store count, and profits while consumers home in on value. The pizza chain posted revenue of $1.54 billion for the fiscal fourth quarter on Monday morning. That was up 6.4% year over year and a tick above the $1.52 billion Wall Street forecast, per Bloomberg consensus data. The bump was driven by higher order volumes and an increase in the company's food basket pricing to stores. Adjusted earnings came in at $5.35 per share, just below estimates of $5.37. CEO Russell Weiner said the chain's "MORE strategy" delivered higher sales and profits. He said in the release, "These strong results flowed through to increased franchisee profits, showcasing our ability to drive store level profitability while providing incredible value for our customers." US same-store sales grew 3.7%, above the 3.3% jump forecast, while international stores of 0.7% were lower than the expected 1.1% tick up. Shares in Domino's rose over 5% at market open Monday, as investors assessed its revenue growth. The stock is down 12% over the past year, compared with the S&P 500's (^GSPC) 15% gain. For the fiscal year, revenue came in at $4.9 billion, alongside adjusted earnings of $17.57. Same-store sales for US stores grew 3%, more than the 2.85% forecast. For the year, international stores' same-store sales growth missed expectations, rising 1.9% versus the estimated 2.14%. In 2025, the company added 776 stores, slightly more than the Street anticipated, bringing the total to 22,142 globally. For the current year, Domino's said it expects US same-store sales to grow 3% and for international sales to be up between 1% to 2%. The company also expects growth from third-party platforms, such as DoorDash and Uber. "We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggregators," Weiner said. Fri, February 20, 2026 at 9:52 PM UTC Myles Udland Notable companies expected to report during the week of Feb. 23 Domino's Pizza (DPZ), Dominion Energy (D), ONEOK (OKE), Diamondback Energy (FANG) Home Depot (HD), Alibaba (BABA), Constellation Energy (CEG), MercadoLibre (MELI), Keurig Dr Pepper (KDP), NRG Energy (NRG), Workday (WDAY), Axon Enterprise (AXON), First Solar (FSLR), Amer Sports (AS), CoStar Group (CSGP), HP Inc. (HPQ), GoDaddy (GDDY) Nvidia (NVDA), HSBC (HSBC), Salesforce (CRM), The TJX Companies (TJX), Lowe's (LOW), Snowflake (SNOW), Diageo (DEO), HEICO Corporation (HEI), Medline (MDLN), Trip.com Group (TCOM), Agilent Technologies (A), Zoom Communications (ZM), TKO Group Holdings (TKO), Circle Internet Group (CRCL), The Trade Desk (TTD), Paramount Skydance (PSKY) Intuit (INTU), Stellantis (STLA), Monster Beverage (MNST), Dell Technologies (DELL), Warner Bros. Discovery (WBD), Eni S.p.A. (E), Vistra Corp. (VST), Rocket Companies (RKT), Cheniere Energy (LNG), Autodesk (ADSK), Baidu (BIDU), CoreWeave (CRWV), PSEG (PEG), Rocket Lab Corporation (RKLB), EMCOR Group (EME), Coupang (CPNG), Block (XYZ), Zscaler (ZS), Coterra Energy (CTRA), Flutter Entertainment (FLUT), Talen Energy Corporation (TLN), The J.M. Smucker Company (SJM) Friday Chart Industries (GTLS), Pearson (PSO), Frontline (FRO), Globalstar (GSAT) Fri, February 20, 2026 at 1:29 PM UTC Jenny McCall Chemours stock falls after reporting $47M loss in Q4 earnings Chemours Co. (CC) stock slumped 9% before the bell on Friday after reporting a loss of $47 million in its fourth quarter earnings. The AP reports: Read more here. Fri, February 20, 2026 at 9:57 AM UTC Jenny McCall Live Nation reports growing annual concert attendance as federal antitrust trial looms Live Nation (LYV) stock rose more than 3% before the bell on Friday after the ticket provider posted an 11% increase in fourth quarter revenue to $6.31 billion, driven by a 12% gain in concert sales. The Wall Street Journal reports: Read more here. Fri, February 20, 2026 at 9:23 AM UTC Jenny McCall Opendoor stock rallies on 46% jump in home acquisition volume Opendoor's (OPEN) stock jumped 14% during premarket hours on Friday, despite posting a fourth quarter loss of $1.26 per share, missing analysts' estimates. Revenue reached $736 million, surpassing Wall Street estimates of $576.94 million. The digital real estate company also reported that home purchases had risen 46% quarter-over-quarter. Investing.com reports: Read more here. Thu, February 19, 2026 at 12:52 PM UTC Jenny McCall Sweden's Klarna surpasses $1B in Q4 revenue as US growth speeds up Reuters reports: Read more here. Thu, February 19, 2026 at 12:41 PM UTC Jenny McCall Etsy shares surge on Depop deal, but miss Q4 revenue estimates Etsy (ETSY) shares surged 22% during premarket hours on Thursday after reporting fourth quarter earnings. Despite revenue falling short, the online retailers stock soared after the company announced it would be selling Depop to eBay (EBAY) for 1.2 billion. Investing.com reports: Read more here. Story Continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance View Comments
25.02.26 10:46:30 Nvidia, Lowe's Earnings, Inflation Data: Still to Come This Week
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Investors await quarterly earnings from Nvidia, a bellwether for the broader artificial-intelligence trade. They will also eye consumer-confidence data and earnings from home-improvement retailer Lowe’s. Continue Reading
22.02.26 14:15:43 Quant-Snapshot: Amerigo und Allianz machen kräftige Käufe, während Ashford Hospitality und Hudson Pacific hinterherhinken.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung: J Studios – Analyse mit "Floating Metrics"** Dieser Artikel von Seeking Alpha analysiert die Aktienperformance anhand des von ihnen bereitgestellten Systems "Quant", das Unternehmen auf der Grundlage wichtiger quantitativer Kennzahlen bewertet: Bewertung, Wachstum, Aktienmomentum und Rentabilität. Das Kern Ergebnis ist eine deutliche Divergenz der Sektorförderungen, wobei einige Sektoren eine starke Dynamik aufweisen, während andere zurückbleiben. **Top-Performer:** Der Artikel identifiziert mehrere Unternehmen, die durch hohe Bewertungen (4,98 – 4,94) ausgezeichnet werden, die in Sektoren mit starken Trends. Insbesondere Bergbauunternehmen – insbesondere der Kupferproduzent Amerigo Resources (ARREF) und der Goldabbauminer Aura Minerals (AUGO) – führen die Rangliste an. Dies spiegelt positive Dynamik und starke Fundamentaldaten im Bergbausektor wider. Innerhalb des Finanzsektors erhalten die europäischen Versicherungsriesen Allianz SE (ALIZY) und AXA SA (AXAHY) ebenfalls hohe Bewertungen, die auf robuste Gewinne und unterstützende Bewertungsmuster zurückzuführen sind. Deutsche Telekom (DTEGY), nLIGHT (LASR), Frontline plc (FRO) und China Yuchai International (CYD) gehören ebenfalls zu den starken Performern. **Schlechte Performer:** Umgekehrt sind Immobilienwerte größtenteils am unteren Ende der Rangliste. Ashford Hospitality Trust (AHT), ein Hotel-REIT, erhält die niedrigste Bewertung (1,03), die negative Einflüsse widerspiegelt, die den Hotelsektor betreffen, darunter Bedenken hinsichtlich der Verschuldung, der Auslastung und der Gewinnpresse. Hudson Pacific Properties (HPP) wird ebenfalls schlecht bewertet, was breitere Sektorschancen widerspiegelt. Biotech- und Pharmaseunternehmen, repräsentiert durch Akebia Therapeutics (AKBA) und Corcept Therapeutics (CORT), haben ebenfalls niedrige Bewertungen, wahrscheinlich aufgrund schwacher Wachstumsaussichten, Bewertungsprobleme und abnehmendem Momentum. Zu den anderen kämpfenden Aktien gehören CBIZ (CBZ), Baldwin Insurance Group (BWIN), Freightos (CRGO), Gogo (GOGO), Claritev (CTEV), Lucid Group (LCID) und Corcept Therapeutics (CORT). Diese Unternehmen stehen vor spezifischen Herausforderungen, wie z. B. sinkendem Wachstum oder ungünstigen Bewertungseigenschaften. **Fokus auf bevorstehende Erträge:** Der Artikel hebt eine Gruppe von namhaften Unternehmen hervor, die sich auf die Berichterstattung der Erträge diese Woche vorbereiten, darunter Nvidia (NVDA), Salesforce (CRM), The Home Depot (HD) und Baidu (BIDU). Diese Unternehmen werden derzeit mit „Hold“-Bewertungen mit Bewertungen von 3,48, 3,38, 3,15 bzw. 3,35 bewertet, was moderate Erwartungen aufgrund der Analyse des Quant-Systems widerspiegelt. Die Daten von Seeking Alpha zeigen auch breitere Ertragstrends im S&P 500, wobei 33 Unternehmen positive Gewinnwachstum in der letzten Woche gemeldet haben und die Hälfte der Utility-Unternehmen die Gewinnvorhersagen übertroffen haben. **Methodologie des Quant-Systems:** Das Quant-System von Seeking Alpha ist ein leistungsstarkes Werkzeug für Investoren, das eine standardisierte, datengesteuerte Bewertung des Anlagepotenzials bietet. Bewertungen reichen von 1 bis 5, wobei 3,5 oder höher als bullisch und unter 2,5 als bärisch eingestuft wird. Dies ermöglicht es Investoren, schnell Aktien mit starkem Momentum und positiven Fundamentaldaten zu identifizieren. Die Daten des Artikels bieten einen Überblick über die Wahrnehmung der Märkte dieser Unternehmen auf der Grundlage dieses Systems.
22.02.26 13:07:08 Okay, hier ist die Übersetzung:\n\n\"Nächste Woche sind die Zahlen bei NVDA, CRM, HD, BIDU, LOW, DELL, SNOW, AMC, ZM und Co. raus.\"
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here's a 600-word summary of the provided text, followed by the German translation: **Summary (600 words)** The week of February 23-27, 2023, presents a significant earnings calendar across a diverse range of sectors, offering investors crucial insights into the health of the global economy. The focus will be heavily skewed towards technology, particularly Artificial Intelligence (AI), alongside consumer trends, energy markets, and real estate dynamics. **Key Themes & Reporting Companies:** The earnings releases will provide a broad read on several key trends: AI spending momentum, consumer resilience, capital investment, and the sensitivity of markets to interest rate changes. Specifically, investors will be scrutinizing updates from a wide array of companies, including: * **Technology Giants:** NVIDIA (NVDA), Salesforce (CRM), Snowflake (SNOW), The Trade Desk (TTD), Zoom (ZM), Zscaler (ZS), C3.ai, IonQ, D-Wave Quantum, Dell Technologies (DELL), HP (HPQ), Workday (WDAY), Intuit (INTU), CoreWeave (CRWV), and SoundHound AI (SOUN). These companies are central to understanding the burgeoning AI landscape and digital transformation. * **Consumer Staples & Retail:** The Home Depot (HD), Lowe’s (LOW), Block (XYZ), MercadoLibre (MELI), Baidu (BIDU), Lucid Group (LCID), AMC Entertainment (AMC), Hims & Hers Health (HIMS), and Teladoc Health (TDOC) will offer valuable data on consumer spending habits and the housing market’s performance. * **Energy & Infrastructure:** ONEOK (OKE), Dominion Energy (D), Cheniere Energy (LNG), Diamondback Energy (FANG), EOG Resources (EOG), MP Materials (MP), and First Solar (FSLR) will provide signals on commodity demand, energy prices, and capital discipline within the sector. * **Real Estate & Income Plays:** Realty Income (O), VICI Properties (VICI), American Tower (AMT), Innovative Industrial Properties (IIPR), EPR Properties (EPR), Main Street Capital (MAIN), and Toronto-Dominion Bank (TD) will shed light on financing conditions, leasing activity, and credit market trends. **Notable Reports & Analyst Sentiment:** Several companies are generating particular attention. Dominion Energy (D) is poised to report after a successful legal victory allowing it to resume work on its Coastal Virginia Offshore Wind project, a key element of its growth strategy. Analysts generally hold a “Hold” rating, but a Value Portfolio contributor recommends a “Buy” based on its investment plans and dividend yield. Home Depot (HD) faces headwinds with anticipated profit and revenue declines, reflecting potential weakness in the housing market, although Wall Street maintains a “Buy” rating and analysts are primarily focused on management's outlook for 2026. **Overall Market Implications:** The combined reports are expected to provide a “wide-angle view” on the state of the economy, particularly regarding the pace of AI investment, consumer spending trends, capital deployment, and the impact of interest rates. Investors will be closely watching for any shifts in these key indicators to anticipate market direction. The week's earnings reports are particularly important as markets head towards the final stretch of the fourth quarter. --- **German Translation (approx. 600 words)** **Zusammenfassung (600 Wörter)** Die Woche vom 23. bis 27. Februar 2023 präsentiert einen bedeutenden Quartalsergebnisausblick über eine vielfältige Auswahl von Branchen, der Investoren entscheidende Einblicke in die Gesundheit der Weltwirtschaft bietet. Der Schwerpunkt wird stark auf Technologie, insbesondere Künstlicher Intelligenz (KI), sowie auf Konsumtrends, Energiemärkten und Immobilien dynamiken liegen. **Wichtige Themen und Berichtswert Unternehmen:** Die Ergabenergebnisse werden einen breiten Überblick über mehrere wichtige Trends geben: KI-Ausgabenmomentum, Konsumentenresilienz, Kapitalinvestitionen und die Sensibilität der Märkte gegenüber Zinssätzen. Insbesondere werden Investoren die Updates von einer Vielzahl von Unternehmen genau unter die Lupe nehmen, darunter: * **Technologieriesen:** NVIDIA (NVDA), Salesforce (CRM), Snowflake (SNOW), The Trade Desk (TTD), Zoom (ZM), Zscaler (ZS), C3.ai, IonQ, D-Wave Quantum, Dell Technologies (DELL), HP (HPQ), Workday (WDAY), Intuit (INTU), CoreWeave (CRWV) und SoundHound AI (SOUN). Diese Unternehmen sind zentral für das Verständnis der boomenden KI-Landschaft und der digitalen Transformation. * **Konsumgüter und Einzelhandel:** The Home Depot (HD), Lowe’s (LOW), Block (XYZ), MercadoLibre (MELI), Baidu (BIDU), Lucid Group (LCID), AMC Entertainment (AMC), Hims & Hers Health (HIMS) und Teladoc Health (TDOC) werden wertvolle Daten über Konsumausgaben und die Performance des Immobilienmarktes liefern. * **Energie und Infrastruktur:** ONEOK (OKE), Dominion Energy (D), Cheniere Energy (LNG), Diamondback Energy (FANG), EOG Resources (EOG), MP Materials (MP) und First Solar (FSLR) werden Signale über die Nachfrage nach Rohstoffen, die Energiepreise und die Kapitaldisziplin im Sektor geben. * **Immobilien und Einkommenswerte:** Realty Income (O), VICI Properties (VICI), American Tower (AMT), Innovative Industrial Properties (IIPR), EPR Properties (EPR), Main Street Capital (MAIN) und Toronto-Dominion Bank (TD) werden Einblicke in die Finanzierungsbedingungen, die Anmietungstätigkeit und die Kreditmarkttrends geben. **Besondere Berichte und Analystenmeinung:** Mehrere Unternehmen erzeugen besondere Aufmerksamkeit. Dominion Energy (D) steht kurz vor der Veröffentlichung nach einem erfolgreichen Rechtsverfahren, das es dem Unternehmen ermöglicht hat, die Arbeit am Coastal Virginia Offshore Windprojekt fortzusetzen, einem Schlüsselelement seiner Wachstumsstrategie. Analysten haben generell eine "Hold"-Bewertung, aber ein Value Portfolio-Beitraggeber empfiehlt eine "Buy"-Bewertung aufgrund seiner Investitionspläne und seines Dividendenertrags. Home Depot (HD) steht vor Herausforderungen mit erwarteten Gewinn- und Umsatzeinbußen, die auf eine mögliche Schwäche des Immobilienmarktes hindeuten, obwohl Wall Street eine "Buy"-Bewertung beibehält und Analysten sich hauptsächlich auf die Ausblick des Managements für 2026 konzentrieren. **Gesamtmarkt-Implikationen:** Die kombinierten Berichte werden erwartet, einen "weiten Blick" auf den Zustand der Wirtschaft zu bieten, insbesondere hinsichtlich des Tempos der KI-Investitionen, der Konsumbereitschaft, der Kapitalallokation und der Auswirkungen der Zinssätze. Investoren werden genau beobachten, wie sich diese wichtigen Indikatoren verändern, um die Marktdirektion vorherzusagen. Die Quartalsergebnisse der Woche sind besonders wichtig, da die Märkte sich dem letzten Abschnitt des vierten Quartals nähern. --- Would you like me to elaborate on a specific aspect of this, or perhaps generate a different summary focused on a particular sector?
20.02.26 21:03:28 HHLR gibt Baidu vollständig auf – KI-Einsatz stellt Geschäftsmodell unter Druck.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here’s a summary of the text, followed by a German translation: **Summary (approx. 600 words)** HHLR Advisors, Ltd. significantly reduced its holdings in Baidu, a Chinese internet search and technology company, during the fourth quarter of 2026. The firm sold 1,641,000 shares of Baidu for an estimated $216.23 million, representing a 6.97% reduction in their overall U.S. equity assets under management (AUM). This divestment impacted a previously 5.3% portion of the fund’s total AUM. The sale occurred as Baidu’s share price experienced substantial growth, increasing by 52.3% over the past year and outperforming the S&P 500 by 29.0 percentage points as of February 17, 2026. Baidu’s market capitalization stood at $47.15 billion with revenue of $130.46 billion and net income of $8.41 billion. Baidu’s core business remains heavily reliant on advertising revenue, particularly search and feed-based ads, which constitutes the bulk of its income. The company’s diversification efforts, including investments in AI cloud services (ERNIE) and autonomous driving (Apollo), are still in early stages and haven't yet contributed significantly to overall revenue. The transaction highlights a strategic shift within HHLR Advisors, likely influenced by the strong performance of Baidu and potentially reflecting a broader reassessment of their portfolio. The firm’s top holdings currently include PDD, BABA, ONC, FUTU, and LEGN, with PDD representing the largest allocation at 39.2% of AUM. Investors are currently evaluating Baidu's potential, particularly concerning its ability to transition from an advertising-driven business towards more sustainable revenue streams generated through AI cloud services and autonomous driving. The success of this transition is viewed as crucial for maintaining current stock gains. The Motley Fool’s assessment, included in the text, cautions against investing in Baidu at this time, citing the company's reliance on advertising and the unproven success of its newer ventures. They highlight past successful recommendations of stocks like Netflix and Nvidia as benchmarks for potential returns. **German Translation (approx. 600 words)** **Zusammenfassung** HHLR Advisors, Ltd. hat im vierten Quartal 2026 seine Beteiligung an Baidu, einem chinesischen Internet-Such- und Technologieunternehmen, erheblich reduziert. Das Unternehmen verkaufte 1.641.000 Aktien von Baidu für einen geschätzten Wert von 216,23 Millionen US-Dollar, was einen Rückgang von 6,97% der gesamten US-Aktien unter Vermögensverwaltung (AUM) darstellt. Diese Veräußerung betraf einen zuvor 5,3%igen Anteil des Gesamt-AUM des Fonds. Der Verkauf erfolgte, als der Aktienkurs von Baidu aufgrund eines erheblichen Wachstums von 52,3% im letzten Jahr und einer Outperformance des S&P 500 um 29,0 Prozentpunkten am 17. Februar 2026 stieg. Die Marktkapitalisierung von Baidu betrug 47,15 Milliarden US-Dollar, mit einem Umsatz von 130,46 Milliarden US-Dollar und einem Nettogewinn von 8,41 Milliarden US-Dollar. Der Kerngeschäftsbereich von Baidu ist weiterhin stark von Werbeeinnahmen abhängig, insbesondere von Such- und Feed-basierten Anzeigen, die den Großteil seines Einkommens ausmachen. Die Diversifikationsbemühungen des Unternehmens, einschließlich Investitionen in KI-Cloud-Dienste (ERNIE) und autonomes Fahren (Apollo), befinden sich noch in einem frühen Stadium und haben derzeit nicht wesentlich zum Gesamtumsatz beigetragen. Die Transaktion unterstreicht eine strategische Verschiebung innerhalb von HHLR Advisors, die wahrscheinlich durch die starke Performance von Baidu und möglicherweise durch eine umfassendere Neubewertung des Portfolios beeinflusst wurde. Die Top-Positionen des Unternehmens umfassen derzeit PDD, BABA, ONC, FUTU und LEGN, wobei PDD die größte Allokation mit 39,2% des AUM darstellt. Investoren bewerten derzeit das Potenzial von Baidu, insbesondere im Hinblick auf seine Fähigkeit, von einem auf Werbung basierenden Geschäftsmodell zu einem nachhaltigeren Umsatzstrom zu wechseln, der durch KI-Cloud-Dienste und autonomes Fahren generiert wird. Der Erfolg dieser Transition wird als entscheidend angesehen, um die aktuellen Aktiengewinne aufrechtzuerhalten. Die Einschätzung von The Motley Fool, die im Text enthalten ist, warnt davor, in Baidu derzeit zu investieren, da das Unternehmen weiterhin auf Werbeeinnahmen angewiesen ist und der Erfolg seiner neueren Unternehmungen noch nicht bewiesen ist. Sie heben die erfolgreichen Empfehlungen früherer Aktien wie Netflix und Nvidia als Maßstab für potenzielle Renditen hervor. **Wichtiger Hinweis:** Diese Zusammenfassung und Übersetzung basieren ausschließlich auf dem bereitgestellten Text.
16.02.26 17:23:46 Spyre Therapeutics (SYRE) – Die wichtigsten POC-Ergebnisse für 2026?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Spyre Therapeutics (NASDAQ:SYRE): Ein vielversprechendes Biotechnologie-Unternehmen mit hohem Wachstumspotenzial** Spyre Therapeutics (NASDAQ:SYRE) erfreut sich derzeit erheblichen Investoreninteresses und wird als eines der 17 Biotechnologie-Aktien mit mehr als 50% potenziellen Aufwärtssatz eingestuft. Stand am 12. Februar lag der Konsens stark auf Kauf. Sie wurde von 7 Analysten abgedeckt, die alle "Buy"-Ratings vergaben. Der mittlere 1-Jahres-Kursziel beträgt 57,86 US-Dollar, was einem Anstieg von über 66 % entspricht. Diese bullische Stimmung wird vor allem durch die vielversprechende Pipeline und bevorstehende klinische Studienergebnisse des Unternehmens getragen. Die Strategie des Unternehmens konzentriert sich auf die Entwicklung fortschrittlicher Antikörpertherapeutika für Morbus Crohn (IBD), insbesondere für Morbus Ulkus und Morbus Crohn. Eine wichtige Entwicklung ist die erfolgreiche Fertigstellung der Enrollment für das Skyline-Studie zum Morbus Ulkus, die beschleunigte Ergebnisse im zweiten Quartal 2026 beschleunigt. Darüber hinaus bleibt das SKYWAY-Basket-Trial, das Behandlungen für rheumatoide Arthritis, Psoriasisarthritis und axialen Spondylarthritis bewertet, weiterhin für die Ergebnisse im vierten Quartal 2026 auf Kurs. Spyre Therapeutics verfügt über eine starke finanzielle Basis mit 783 Millionen US-Dollar an Bargeld und Wertpapieren per 30. September 2025, die ausreichend Ressourcen zur Finanzierung der Geschäftstätigkeit bis Mitte 2028 bietet. Das Unternehmen hat außerdem Kate Tansey Chevlen als Chief Commercial Officer verstärkt und bringt umfangreiche Erfahrung in der Biopharmaziebranche mit. Obwohl Tesla (TSLA) als Anlagepotenzial anerkannt wird, glauben Analysten, dass bestimmte KI-Aktien ein höheres Renditepotenzial mit geringerem Risiko bieten. Der Bericht hebt die potenziellen Vorteile des Unternehmens durch Trump-Ära-Zölle und die Tendenz zur Verlagerung der Produktion hervor. Dieser Bericht stammt von Insider Monkey und bietet Informationen über eine Reihe vielversprechender Mid-Cap- und Small-Cap-Aktien in den Bereichen Gesundheitswesen und Industrie.
16.02.26 09:46:31 Aktuelle Schlagzeilen: Warner Bros, Alibaba, NatWest und Zurich Versicherung.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung (Max. 500 Wörter)** Montags Marktentwicklung war durch den ruhigen Start aufgrund des US-amerikanischen Presidents’ Day Feiertags geprägt, mit weniger Finanznachrichten. Dennoch rückten mehrere wichtige Entwicklungen in den Fokus. **Warner Bros. Discovery (WBD)** war der Hauptfokus, nachdem Berichte die Erwägung des Unternehmens zur Wiederaufnahme von Verhandlungen mit Paramount Skydance (PSKY) und dem potenziellen Erhalt eines besseren Übernahmealternativs bekanntgaben. Warner Bros. befand sich weiterhin im Rahmen einer Übernahmesprache mit Netflix (NFLX), aber die Vorstandsmitglieder prüften alternative Optionen. Die Aktien blieben größtenteils unverändert trotz der Nachrichten. In Asien erlebten chinesische Technologieaktien einen gemischten Tag. **Alibaba (9988.HK, BABA)** verzeichnete einen leichten Rückgang, während **BYD (1211.HK)** und **Baidu (9888.HK)** aufgrund ihrer Aufnahme auf einer Pentagon-Liste von Unternehmen, die das Militär unterstützen, Gewinne erzielten. Diese Liste wurde später als “nicht veröffentlicht” eingestuft. **NatWest (NWG.L)** stach am FTSE 100 hervor und erlebte einen signifikanten Anstieg von 3,7 % an der Börse, nachdem ein starkes Jahresergebnis vorlegte. Die Bank verbuchte einen Anstieg des operativen Gewinns um 24 %, was die Erwartungen von 7,49 Milliarden Pfund übertraf. Dies basierte auf dem kürzlichen Erwerb des Vermögensverwalters Evelyn Partners (2,7 Milliarden Pfund). Analysten sahen dies als positives Zeichen für die Zukunft der Bank an und betonten ihre verbesserte finanzielle Situation und ihr Potenzial für weiteres Wachstum. Schließlich erteilte **Zurich Insurance (ZURN.SW)** dem Unternehmen eine Verlängerung, um über eine mögliche Übernahmeversuch von Wettbewerber Beazley (BEZ.L) zu entscheiden. Obwohl die Unternehmen zuvor eine Frist festgelegt hatten, interpretierten Analysten die zusätzliche Zeit als Spiegelbild sorgfältiger Prüfung und nicht als Zeichen von Zögern. Die Verlängerung ist eine übliche Praxis in solchen Situationen. Insgesamt bot der Tag ein gemischtes Bild: Das Fehlen wichtiger Katalysatoren wurde durch bedeutende Entwicklungen in mehreren Schlüsselunternehmen und Sektoren ausgeglichen. Die starke Leistung von NatWest und die laufenden Verhandlungen im Zusammenhang mit Beazley stellten die wichtigsten Marktbewegungen dar.