Analyst Upgrades/Downgrades

Business

Sherwin-Williams Navigates Market Headwinds as Q4 Meets Expectations; Analysts Eye Integration, Pricing Power

Sherwin-Williams reported Q4 revenue in line with Wall Street forecasts, driven by its protective coatings division and the Suvenil acquisition. While DIY and new residential demand remains subdued, CEO Heidi Petz pointed to disciplined execution and cost control. Analysts are now scrutinizing the company's pricing strategy and integration progress.

Feb 5, 2026

Business

Beyond the Numbers: Five Analyst Questions That Defined Royal Caribbean's Q4 Earnings Call

Royal Caribbean's strong Q4 results, driven by record guest volumes and strategic investments, met Wall Street's expectations. Yet, the most revealing insights emerged from the probing questions of financial analysts, shedding light on the cruise giant's future challenges and opportunities in a post-pandemic travel boom.

Feb 5, 2026

Business

Beyond the Beat: Five Key Questions Analysts Posed to Nasdaq After Strong Q4

Nasdaq's fourth-quarter results surpassed expectations, driven by growth in its solutions business and record exchange activity. While management celebrated AI integration and new listings, analysts probed deeper into sustainability, margins, and future catalysts in a revealing Q&A session.

Feb 5, 2026

Business

Beyond the Beat: Five Analyst Probes That Defined Bread Financial's Strong Quarter

Bread Financial's Q4 earnings surpassed expectations, fueled by strategic partnerships and digital innovation. Yet, the most revealing insights emerged from the analyst Q&A, spotlighting the company's path toward a projected 2026 loan growth inflection point.

Feb 5, 2026

Business

Brunswick Beats Q4 Estimates, But Analysts Probe Deeper on Demand and Tariff Headwinds

Brunswick Corporation posted revenue and profit above Wall Street forecasts for Q4, yet its stock faced investor skepticism. While CEO David Foulkes pointed to stabilizing boating participation and strong segment execution, analyst questions during the earnings call revealed lingering concerns over retail-to-wholesale conversion, tariff impacts, and macroeconomic pressures.

Feb 5, 2026

Business

DXC's Q4: Analysts Press on AI Pivot Amid Persistent Revenue Headwinds

DXC Technology's latest earnings revealed a familiar tension: strategic optimism around its AI and branding refresh clashing with ongoing organic revenue declines. While management highlighted key contract wins, analyst questions zeroed in on the timeline for a tangible turnaround.

Feb 5, 2026

Business

Allegro MicroSystems Q4 Earnings: Analysts Probe Automotive, Data Center Momentum Amid AI Boom

Allegro MicroSystems' strong Q4 performance, fueled by record data center sales and robust automotive design wins, faced scrutiny from analysts on future growth drivers and margin sustainability.

Feb 5, 2026

Business

Beyond the Beat: Five Analyst Questions That Defined Thermo Fisher's Q4

Thermo Fisher Scientific posted strong Q4 results, surpassing revenue and profit forecasts, yet its stock fell as analysts probed underlying pressures in key markets and the sustainability of growth drivers.

Feb 5, 2026

Business

Beyond the Numbers: Five Key Questions Analysts Posed to ResMed After Strong Q4

ResMed's robust Q4 results, driven by surging mask demand and digital health growth, set the stage for pointed analyst inquiries on supply chain resilience, GLP-1 impacts, and competitive positioning.

Feb 5, 2026

Business

Beyond the Numbers: Five Analyst Questions That Defined Lazard's Strong Quarter

Lazard's Q4 earnings surpassed expectations, fueled by record advisory fees and robust asset growth. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities facing the storied financial firm.

Feb 5, 2026

Business

Beyond the Headwinds: Five Key Questions Analysts Posed to Tractor Supply After a Challenging Quarter

Tractor Supply's Q4 earnings fell short of expectations, citing a mild storm season and cautious consumer spending. While management frames these issues as temporary, analysts probed deeper into the retailer's long-term strategy and resilience.

Feb 5, 2026

Business

Blackstone's Q4: A Tale of Two Metrics as Analysts Probe Fee Pressure and AI Ambitions

Blackstone reported mixed fourth-quarter results, with revenue beating expectations but profits falling short. While strong capital inflows and performance in infrastructure and private equity drove growth, rising costs and a softer real estate fee environment squeezed earnings. The subsequent analyst call raised pointed questions on fundraising, fee structures, and the firm's positioning in the AI investment boom.

Feb 5, 2026

Business

MarineMax Q4: Strong Sales Can't Mask Margin Pressure as Analysts Probe Promotional Headwinds

MarineMax's fourth-quarter earnings revealed a tale of two trends: robust sales growth driven by premium products was overshadowed by aggressive discounting and cautious consumer spending, squeezing profitability and sparking a sell-off. Analysts on the call zeroed in on the sustainability of margins and the company's strategic pivot toward higher-margin services.

Feb 5, 2026

Business

Ameriprise Financial Posts Strong Q4, But Analysts Probe Sustainability of Growth

Ameriprise Financial reported robust fourth-quarter results driven by advisor strength and platform investments. As shares rally post-earnings, analysts are focusing on key questions around recruitment momentum, technology payoffs, and the impact of its new Signature Wealth platform.

Feb 5, 2026

Business

Deckers Outpaces Expectations: HOKA and UGG Fuel Record Quarter, Analysts Probe Durability

Deckers Brands delivered a robust fourth-quarter performance, with sales and earnings exceeding analyst forecasts. Strong global demand for its HOKA and UGG brands, coupled with disciplined operations, powered the results. As shares rally, analysts are pressing management on the sustainability of growth and international expansion plans.

Feb 5, 2026

Business

Beyond the Bottom Line: Five Analyst Questions That Defined A. O. Smith's Q4

A. O. Smith delivered robust margin expansion in Q4, driven by its commercial and water treatment segments, even as sales remained flat year-over-year. We delve into the key questions from analysts that cut to the heart of the company's future challenges and opportunities.

Feb 5, 2026

Business

Xerox Q4 Earnings: Analysts Press Management on Growth Strategy Amid Macroeconomic Pressures

Despite reporting a 25.7% year-over-year sales increase, Xerox's fourth-quarter results fell short of Wall Street expectations, sending its stock lower. Management pointed to tariffs, rising costs, and IT segment challenges as key headwinds, while analysts probed the sustainability of growth from recent acquisitions.

Feb 5, 2026

Business

Beyond the Numbers: The Five Analyst Questions That Defined Mastercard's Q4 Earnings Call

Mastercard's Q4 earnings met revenue forecasts and beat on profits, driven by global diversification and value-added services. But the real story emerged during the analyst Q&A, revealing the strategic pressures and opportunities ahead for the payments giant.

Feb 5, 2026

Business

Beyond the Headline Numbers: Five Key Analyst Probes from Gallagher's Q4 Earnings Call

Arthur J. Gallagher's Q4 earnings fell short of expectations, driven by integration timing from the AssuredPartners deal and softer contingent income. While the market reacted, analysts zeroed in on the underlying drivers and future trajectory during the earnings call.

Feb 5, 2026

Business

Beyond the Beat: Five Analyst Questions That Defined Dover's Q4 Earnings Call

Despite topping revenue and earnings estimates, Dover's latest quarterly results faced a skeptical market. The real story unfolded during the Q&A, where analysts probed the sustainability of growth in key segments and the company's path forward.

Feb 5, 2026