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.
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.
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 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.
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.
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.
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.
Oshkosh Corporation's Q4 earnings revealed a complex picture of strong demand in key segments countered by cost pressures and tariff headwinds. While management pointed to robust orders ahead of 2026 price hikes, analysts probed deeper into the sustainability of margins and the path forward for its Access business.
Amidst a market favoring value over growth, investors are scouring for undervalued gems. We spotlight three global companies trading significantly below their estimated intrinsic value, from a Chinese biopharma firm to Japanese tech and industrial suppliers.
Shell's annual net profit climbed to $17.84 billion in 2025, as operational efficiency and cost discipline helped counter volatile energy markets. The energy major announced a dividend increase and a new $3.5 billion share buyback program.
The strategic combination of Affinia with three key UHY Hacker Young offices creates UHY Affinia, a new entity poised to rank among the UK's top 25 accounting firms with a combined annual revenue exceeding £100 million.
The S&P 500's cyclically adjusted valuation metric has surged to a level seen only twice in the past century—each time preceding a historic crash. As 2026 approaches, investors are weighing whether AI-driven growth can defy historical precedent.
Legendary investor Stanley Druckenmiller made a notable portfolio shift last quarter, divesting from Microsoft and initiating a position in Amazon, betting on the e-commerce giant's expansive AI integration across its businesses.
