Under Armour

Business

Elevance Health Navigates Medicaid, Medicare Headwinds in Q4; Analysts Probe Path Forward

Despite persistent pressures in its government-backed Medicaid and Medicare businesses, Elevance Health reported Q4 performance in line with expectations, crediting strategic portfolio shifts and cost controls. CEO Gail Boudreaux outlined actions to stabilize margins, while analysts zeroed in on future risks and the growth trajectory of its commercial and Carillon health solutions segments.

Feb 4, 2026

Business

Levi's Q4 Earnings: DTC Strength and International Growth Offset Flat Sales, Analysts Probe Future Margins and Tariff Impact

Levi Strauss & Co. reported fourth-quarter results that edged past Wall Street forecasts despite nearly flat year-over-year sales, driven by robust direct-to-consumer performance and international expansion. Analysts on the earnings call focused on the sustainability of margin growth, cost pressures, and the company's strategic pivot beyond its denim core.

Feb 4, 2026

Business

Beyond the Bottom Line: Analysts Probe Littelfuse on Integration, Growth Markets, and Portfolio Strategy

Littelfuse's robust Q4 earnings, driven by data center and utility demand, sparked a rally. But the analyst Q&A session revealed deeper investor focus on M&A integration, margin trajectory, and long-term growth sustainability.

Feb 4, 2026

Business

Bob Iger to Step Down as Disney CEO Ahead of Schedule, Passing Baton to Longtime Executive

Disney announces CEO Bob Iger will conclude his tenure in March 2026, nine months before his contract ends, citing the completion of key turnaround objectives and a smooth leadership transition as reasons for the early departure.

Feb 4, 2026

Business

Atkore Posts Strong Earnings Beat on Productivity Gains, Navigates Flat Sales with Strategic Focus

Atkore International's Q4 2025 earnings significantly surpassed analyst estimates, driven by over $30 million in productivity savings. While revenue remained flat year-over-year at $655.5 million, strategic portfolio shifts and a sharpened focus on electrical infrastructure signal the company's roadmap for navigating a mixed demand environment.

Feb 4, 2026

Business

Mercury Systems Beats Q4 Estimates, But Investors Eye Margin Recovery and Defense Spending

Defense electronics firm Mercury Systems (MRCY) topped revenue and profit forecasts for its fiscal fourth quarter, driven by accelerated deliveries. However, the market reaction was muted as focus shifts to the company's ongoing efforts to improve profitability through its backlog mix and capitalize on rising global defense budgets.

Feb 4, 2026

Business

Beyond the Headlines: Five Key Analyst Questions from SEI Investments' Q4 Earnings Call

SEI Investments closed 2024 with a solid quarter, edging past revenue and earnings forecasts. While management touted broad-based strength and strategic progress, analysts probed deeper into the sustainability of growth, competitive pressures, and the real impact of new initiatives. Here are the critical questions that shaped the post-earnings narrative.

Feb 4, 2026

Business

AMD's Data Center and AI Engine Drives Stellar Q4, Setting Stage for 2026 Growth

AMD's fourth-quarter earnings surpassed expectations, fueled by a surge in data center and AI product demand. While strong guidance signals confidence, the company navigates headwinds in PC markets and geopolitical uncertainties.

Feb 4, 2026

Business

Beyond the Bottom Line: Five Analyst Queries That Defined Brinker's Q4 Earnings Call

Brinker International's fourth-quarter performance was driven by Chili's robust momentum, fueled by menu innovation and operational discipline. While Maggiano's shows incremental progress, analyst questions during the earnings call revealed deeper strategic pressures and future tests for the restaurant operator.

Feb 4, 2026

Business

Beyond the Beat: Five Analyst Questions That Cut to the Core of General Dynamics' Challenges

General Dynamics posted strong Q4 sales and profits, yet its stock fell as analysts zeroed in on persistent margin pressures, supply chain woes, and the pace of converting a massive defense backlog into cash flow.

Feb 4, 2026

Business

Beyond the Numbers: Five Key Analyst Questions from AT&T's Q4 Earnings Call

While AT&T's strong Q4 results, driven by robust 5G and fiber growth, fueled a stock rally, the unscripted analyst Q&A session revealed the deeper strategic challenges and opportunities facing the telecom giant.

Feb 4, 2026

Business

Lennox Q4 Earnings: Analysts Press Management on Inventory Glut, Demand Outlook

Lennox International's fourth-quarter results fell short of expectations, with sales declining 11% amid persistent channel destocking and weak demand in residential and commercial HVAC markets. While management emphasized cost controls, analyst questions during the earnings call zeroed in on the timeline for recovery and the company's strategic pivots.

Feb 4, 2026

Business

Adtalem's Q4: Enrollment Surge and Analyst Scrutiny

Adtalem Global Education posted strong fourth-quarter results, driven by record enrollments at Walden University and Chamberlain. While management celebrated a decade of consecutive growth quarters, analysts pressed for details on future strategy and execution risks.

Feb 4, 2026

Business

PayPal's Q4 Earnings Disappoint as Leadership Transition and Checkout Struggles Weigh on Growth

PayPal's fourth-quarter revenue and profit fell short of Wall Street estimates, with management pointing to execution challenges in its core branded checkout business. The company is navigating a CEO transition and betting on new investments to reignite growth.

Feb 4, 2026

Business

Amphenol's AI-Driven Data Center Boom Fuels Record Quarter, But Investors Remain Wary

Amphenol reported robust Q4 earnings powered by surging demand for AI infrastructure, yet the stock fell as markets questioned the sustainability of the explosive growth. Management highlighted broad-based strength while analysts probed integration risks and future catalysts.

Feb 4, 2026

Business

Princeton University Announces Multi-Year Budget Restraint Amid Slowing Endowment Growth

Facing a projected downturn in investment returns and a new federal tax on large endowments, Princeton University is preparing for a period of budgetary tightening, signaling potential cuts to programs and operations after a decade of rapid expansion.

Feb 4, 2026

US

Former House IT Staffer Indicted in $150K Government Phone Theft Scheme

A former U.S. House system administrator faces federal charges for allegedly ordering hundreds of government cellphones shipped to his home, then selling them to a pawn shop. The scheme unraveled when an eBay buyer called a preloaded congressional support number.

Feb 4, 2026

US

Turpin Siblings Break Silence: 'We'll Always Have Each Other' in First Interview Since Rescue

In a landmark Diane Sawyer interview, three of the youngest Turpin siblings speak out about their journey of healing, the betrayal of a second abusive foster home, and the unbreakable bond that sustains them.

Feb 4, 2026

Business

Amazon Inks Major Offshore Wind Deal with RWE to Power German Operations

Tech giant Amazon has secured a significant 110MW power purchase agreement (PPA) with energy leader RWE, drawing electricity from the Nordseecluster offshore wind project in the North Sea. The deal marks a strategic step for both companies' climate goals and Germany's energy transition.

Feb 4, 2026

Business

Tesla Bets Its Future on Optimus: Humanoid Robot Aims for 2026 Breakthrough, But Is the Stock Priced for Perfection?

Elon Musk is steering Tesla toward a high-stakes pivot into humanoid robotics, with the Optimus project targeting human-like dexterity by 2026. As the company reshapes its production for this potential $5 trillion market, investors face a critical question: is the current valuation justified by the speculative future?

Feb 4, 2026