Valley National Bank's Q4 earnings beat fueled a stock rally, but the real story emerged during the analyst Q&A. We delve into the critical inquiries on deposit sustainability, loan book health, and the true payoff of tech investments that management had to field.
GE HealthCare Technologies posted better-than-expected fourth-quarter results, driven by robust demand in pharmaceutical diagnostics and momentum from new product rollouts. The company's focus on expanding its service-based revenue streams is central to its growth outlook.
Comcast's latest earnings call revealed a company in transition, with leadership touting early wins from simplified broadband plans and surging wireless additions. Yet, analyst questions cut to the chase on the sustainability of growth, Peacock's profitability, and the long-term payoff of heavy content investments.
As the dust settles on the latest earnings season, a mixed picture emerges for regional lenders. While some, like Peoples Bancorp, posted resilient results, others faced significant headwinds, highlighting the sector's diverging fortunes amid economic uncertainty.
An analysis of third-quarter earnings reveals a mixed picture for the safety and security services industry. While the sector showed overall revenue resilience, performance varied sharply among key players, with legacy giant Brink's posting the slowest growth.
Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.
Marsh & McLennan's robust Q4 results, driven by strategic investments and digital transformation, set the stage for pointed analyst inquiries on AI integration, margin resilience, and the path for sustained growth in a challenging market.
Qualcomm's Q4 revenue met expectations, but a cautious outlook driven by memory supply constraints and strategic shifts into automotive and IoT markets signals a pivotal moment for the chip giant.
Alphabet Inc. reported a stronger-than-expected fourth quarter, with revenue climbing 18% year-over-year to $113.8 billion, powered by accelerating adoption of its AI technologies across Search, Cloud, and consumer products.
Coherent Corp. posted strong quarterly results and guidance, fueled by surging demand for its photonics components from AI data centers. Despite the robust performance, the stock dipped as the market weighed aggressive capacity expansion against long-term industry dynamics.
Oaktree Specialty Lending (OCSL) surpassed profit expectations in Q4 2025 despite a double-digit revenue decline, as management emphasizes disciplined underwriting and portfolio repositioning amid AI-driven disruption in software investments.
Yum! Brands' fourth-quarter revenue beat expectations, driven by robust digital sales and core brand strength at KFC and Taco Bell, while adjusted earnings per share came in slightly below analyst forecasts.
IT solutions provider ePlus (NASDAQ:PLUS) posted a strong fourth quarter for CY2025, with revenue climbing 20.3% year-over-year to $614.8 million, beating market expectations. Non-GAAP earnings per share of $1.45 significantly outpaced analyst consensus.
IT services firm ASGN posted mixed Q4 2025 results, meeting revenue forecasts but missing on profit. While sales held steady at $980.1 million, the company's strategic shift toward high-margin consulting and digital engineering shows promise, driven by record bookings and the integration of its latest acquisition.
A strong cash position can signal financial resilience or a lack of growth investment. We analyze three cash-heavy firms: two with sustainable growth runways and one where caution is warranted.
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.
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.
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.
Johnson Controls International plc (JCI) reported stronger-than-expected fourth-quarter results, driven by robust demand for its building solutions in data centers and life sciences. The company raised its full-year profit guidance, citing a record order backlog and disciplined execution.
Dolby Laboratories delivered a solid Q4, surpassing revenue and earnings forecasts. Yet, investor enthusiasm was tempered by margin pressures and questions about the sustainability of its automotive and Dolby Vision growth engines. Here are the key themes that emerged from Wall Street's grilling of management.
