Q4 Performance

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

Selective Insurance Surges on Strong Q4 Earnings and Governance Overhaul

Selective Insurance Group's shares climbed 6% following robust fourth-quarter results and a board-approved refresh of its corporate bylaws, sparking renewed debate among investors about the firm's long-term trajectory.

Feb 5, 2026

Business

Boston Scientific Caps Strong 2025 with Double-Digit Growth, Eyes Further Expansion Through Strategic Acquisitions

Boston Scientific (NYSE: BSX) reported robust fourth-quarter and full-year 2025 results, exceeding guidance on key metrics. The medical device leader issued confident 2026 forecasts, underpinned by broad-based performance, margin expansion, and an active pipeline of tuck-in acquisitions like the pending Penumbra deal.

Feb 5, 2026

Business

Brandywine Realty Trust Charts Path to Recovery, Targets 2026 for Earnings Growth Amid Strategic Asset Sales

Brandywine Realty Trust reported Q4 results in line with its plan, while laying out a strategic pivot for 2026 focused on reigniting earnings growth, accelerating asset disposals to cut debt, and stabilizing its development pipeline. CEO Jerry Sweeney highlighted strong operational metrics and a persistent 'flight to quality' trend among tenants.

Feb 5, 2026

Business

Boot Barn Rides Western Wear Wave to Strong Q3, Raises Full-Year Outlook Despite Weather Headwinds

Boot Barn Holdings, Inc. (NYSE: BOOT) reported robust third-quarter fiscal 2026 results, with revenue climbing 16% year-over-year to $706 million. Management highlighted broad-based strength and raised its full-year guidance, signaling confidence even as winter storms temporarily impacted early Q4 sales.

Feb 5, 2026

Business

Weatherford International Surges on Strong Earnings, Dividend Boost, and Margin Expansion

Weatherford International (WFRD) shares climbed over 9% following a Q4 earnings beat, improved operational margins, and a dividend increase, as the oilfield services firm demonstrates resilience despite a softer revenue environment.

Feb 5, 2026

Business

ASGN Charts Strategic Shift with Record Consulting Bookings, Unveils 'Everforth' Rebrand and Quinnox Acquisition

ASGN's Q4 2025 results underscore a deliberate pivot towards high-margin technology consulting, fueled by AI-driven demand. The company announces a unifying 'Everforth' brand, a strategic $290M acquisition, and outlines a path for growth beyond cyclical staffing headwinds.

Feb 5, 2026

Business

American Financial Group Caps 2025 with Record Underwriting Profit, Eyes Continued Growth in 2026

American Financial Group (AFG) reported a robust finish to 2025, highlighted by a record fourth-quarter underwriting profit and significant capital returns to shareholders. The specialty insurer enters the new year with a business plan targeting premium growth and a combined ratio near 92.5%, backed by strong performance in its crop and specialty P&C segments.

Feb 5, 2026

Business

Philip Morris International Set to Report Q4 Earnings Amid Shift to Smoke-Free Future

Philip Morris International (NYSE: PM) is scheduled to release its fourth-quarter earnings before market open on Friday, with investors keenly watching the tobacco giant's progress in its smoke-free product transition and financial resilience.

Feb 5, 2026

Business

Market Divergence: Microsoft Stumbles on Cloud Concerns as Meta Rallies on Spending Clarity

Following their latest earnings reports, Microsoft and Meta Platforms saw starkly different market reactions. While Meta's aggressive AI investment roadmap fueled a surge, Microsoft's robust cloud performance was met with a sell-off, presenting investors with a complex choice between two tech titans.

Feb 5, 2026

Business

Tenable Surpasses Forecasts as AI Security Fears Drive Platform Adoption

Cybersecurity firm Tenable posted stronger-than-expected Q4 and full-year 2025 results, crediting robust demand for its Tenable One platform fueled by corporate urgency to manage AI-related risks. The company also announced an expanded share buyback program and provided an outlook that projects it will cross the $1 billion annual revenue threshold in 2026.

Feb 5, 2026

Business

SiTime Caps Record Year with Explosive Growth, Unveils Transformative $1.5B Renesas Deal

MEMS timing leader SiTime posts exceptional Q4 results, with revenue soaring 66% year-over-year, driven by booming demand in AI and data center markets. The company simultaneously announces a landmark acquisition of Renesas' timing business, positioning itself for expanded scale and leadership.

Feb 5, 2026

Business

Snap Charts Path to Profitability, Nears 1 Billion Users as Specs Launch Looms

Snap Inc. reported a pivotal Q4 2025, showcasing a strategic shift towards profitable growth with a 59% gross margin and positive net income. The company is balancing user growth with monetization, nearing 1 billion monthly active users, while gearing up for the consumer launch of its augmented reality glasses, Specs, later this year.

Feb 5, 2026

Business

Monday.com's AI Ambitions Fuel Bullish Outlook Despite Market Volatility

Monday.com Ltd. (MNDY) is drawing renewed investor interest following a strong Q3 FY25 performance, with bulls highlighting its rapid transition into an AI-powered work operating system and robust enterprise growth as key drivers for long-term value.

Feb 4, 2026

Business

Uber Stock Slumps After Q4 Profit Miss, Tepid Guidance Clouds Growth Narrative

Uber shares tumbled Wednesday as the ride-hailing giant's first-quarter earnings forecast fell short of Wall Street expectations, overshadowing solid revenue growth and casting doubt on its near-term momentum amid shifting investor focus on autonomous vehicle risks.

Feb 4, 2026

Business

Boston Scientific Surpasses $20 Billion in Sales, Projects Continued Growth Amid Key Product Momentum

Boston Scientific reported robust Q4 and full-year 2025 results, with organic sales growth reaching the high end of guidance. The company provided a confident outlook for 2026, driven by strength in its Electrophysiology and WATCHMAN franchises, while addressing near-term headwinds in other segments.

Feb 4, 2026

Business

Timken Beats Q4 Expectations, Outlines Ambitious 2026 Growth Strategy Amid Market Volatility

The Timken Company (NYSE: TKR) reported stronger-than-anticipated fourth-quarter earnings, driven by pricing power and growth in its Industrial Motion segment. As the industrial giant navigates ongoing trade uncertainties, new CEO Lucian Boldea details a comprehensive '80/20' transformation plan aimed at simplifying operations and fueling long-term growth.

Feb 4, 2026

Business

Uber Posts Strong Q4 Bookings Growth, But Profitability Falls Short of Expectations

Uber Technologies reported fourth-quarter revenue that edged past Wall Street forecasts, fueled by a 22% surge in gross bookings. However, investor sentiment was tempered as adjusted earnings per share missed estimates, sending shares lower in early trading.

Feb 4, 2026

Business

Chubb Limited (CB): A Deep Dive into the Bull Case for the Insurance Giant

Amid market volatility, Chubb Limited emerges as a compelling study in defensive growth. With a 31-year dividend growth streak, robust Q4 earnings, and strategic global expansion, analysts are scrutinizing whether this insurance behemoth is poised for a sustained rally.

Feb 4, 2026

Business

Mercury Systems Plummets 23% as Profitability Concerns Eclipse Quarterly Beat

Shares of defense electronics firm Mercury Systems (MRCY) cratered Thursday, despite reporting Q4 results that topped analyst estimates. The steep sell-off was driven by mounting investor alarm over deteriorating operating margins and cash flow, highlighting deeper structural challenges within the business.

Feb 4, 2026