CoreWeave's 2025 journey from private AI infrastructure provider to a publicly traded, system-critical force clarified its investment thesis. With a massive $55B backlog, the focus now shifts from demand to execution.
Morgan Stanley's robust fourth-quarter performance, led by a resurgent investment banking division and stable wealth management, has reignited investor interest and sparked fresh analysis on whether its current stock price fully reflects future prospects.
The New York Times Company (NYSE: NYT) reported fourth-quarter revenue of $802.3 million, a 10.4% year-over-year increase that surpassed analyst expectations. While adjusted earnings per share met consensus, the results highlight both the strength of its digital transition and ongoing challenges in monetizing its growing subscriber base.
Johnson Controls International (NYSE: JCI) reported fourth-quarter results that exceeded analyst expectations, with revenue climbing 6.8% year-over-year to $5.80 billion. Adjusted earnings per share of $0.89 also topped estimates, sending the stock sharply higher.
Ahold Delhaize's latest fair value estimate sees a marginal adjustment, yet the gap between bullish and bearish analyst targets remains wide. Behind the numbers, subtle changes in discount rates and growth forecasts signal an ongoing debate over the retail giant's resilience in a challenging market.
As the second year of the second Trump administration unfolds, grocery prices remain elevated, shaped by a complex mix of enduring trade policies, climate disruptions, and structural labor costs. Experts warn of a two-track market where some relief is possible, but core inflationary pressures are here to stay.
Facing mounting pressure from rivals and U.S. pricing policies, Novo Nordisk warns of its first annual sales decline since 2017, sending its stock tumbling and forcing a strategic overhaul.
The iconic Southern-themed chain Cracker Barrel is implementing a cost-cutting measure requiring traveling staff to eat only at company-owned locations, as it navigates financial challenges and recent public relations setbacks.
American Airlines confronts the costly aftermath of Winter Storm Fern, its largest weather disruption ever, with over 9,000 flights canceled. As the carrier works to recover, its long-term focus remains on expanding premium cabins, loyalty programs, and key hubs to drive future profitability.
Shares of The Ensign Group (ENSG) have retreated from recent highs, closing at $173.60, prompting a fresh look at its valuation. While a lofty P/E ratio suggests the stock is richly priced, a discounted cash flow model points to potential upside, leaving investors to weigh conflicting signals against the backdrop of strong long-term shareholder returns.
HP Inc. faces a period of unexpected leadership change as CEO Enrique Lores departs for PayPal. With interim CEO Bruce Broussard at the helm and a search underway, the company reaffirms its 2026 earnings outlook, signaling stability amidst uncertainty for the PC and printing giant.
Industrial components maker Timken (NYSE:TKR) posted stronger-than-expected fourth-quarter revenue and profit, driven by organic sales growth. However, analysts point to a challenging multi-year trend of sluggish top-line expansion and declining earnings, raising questions about the company's future trajectory in a competitive industrial sector.
Avery Dennison (NYSE: AVY) reported fourth-quarter revenue of $2.27 billion, a 3.9% year-over-year increase that fell short of Wall Street expectations. However, adjusted earnings per share of $2.45 surpassed consensus estimates by 2.9%, highlighting a quarter of resilient profitability amid challenging market conditions.
Kennametal (KMT) delivered a surprise fourth-quarter performance, with sales and profit significantly exceeding analyst forecasts. The industrial tools maker also provided an optimistic revenue guidance for the coming quarter, signaling confidence in sustained demand across its key end markets.
Independent investment bank Evercore (NYSE: EVR) delivered a powerful finish to 2025, with Q4 revenue soaring 31.4% to $1.29B, significantly outperforming Wall Street expectations. Adjusted EPS of $5.13 also beat consensus estimates by a wide margin.
Credit reporting giant Equifax posted better-than-expected Q4 2025 results, with revenue climbing 9.2% to $1.55 billion. The company issued optimistic guidance for the coming quarter, signaling resilience despite challenges in key sectors like U.S. mortgage and hiring markets.
GE HealthCare Technologies posted stronger-than-expected fourth-quarter revenue of $5.70 billion, a 7.1% year-over-year increase, while adjusted earnings per share of $1.44 also edged past analyst consensus. The performance highlights steady demand for its medical imaging and pharmaceutical diagnostics units amid ongoing healthcare capital investment.
Agribusiness giant Bunge Global (NYSE:BG) posted a blockbuster fourth quarter, with revenue surging 75.5% year-over-year to $23.76 billion, significantly exceeding analyst expectations. The performance highlights early gains from its transformative merger with Viterra, even as the company navigates a complex global landscape.
Packaging giant Silgan Holdings (NYSE: SLGN) reported fourth-quarter sales and profit that edged past Wall Street expectations. While strategic initiatives show progress, analysts point to a broader narrative of slowing growth in the rigid packaging sector.
UBS Group's stock tumbled following a stark slowdown in net new asset growth at its key U.S. wealth management business, with executives warning of persistent challenges ahead even as the bank posts higher quarterly profit.
