Altria Group expects improved second-half earnings by leveraging a U.S. tobacco tax rebate tied to increased exports, as the Marlboro maker seeks new avenues for growth in a shrinking cigarette market.
TD Securities has turned bullish on Bank of Montreal, upgrading the stock to Buy and raising its price target, citing a more constructive trajectory for the bank's return on equity and its diversified earnings base.
The floral and gift e-commerce giant 1-800-FLOWERS reported a 9.5% year-over-year revenue decline to $702.2 million for its fiscal fourth quarter, aligning with Wall Street's subdued expectations. However, disciplined cost management fueled a significant earnings beat, with non-GAAP EPS of $1.20 surging 39.5% above estimates.
Despite a six-month rally fueled by strong quarterly results, analysts point to sluggish long-term sales growth, weak cash flow, and declining returns on capital as reasons for caution, suggesting investors look elsewhere for opportunity.
The Australian chemicals company SciDev (ASX:SDV) is showing early signs of a financial transformation, with its return on capital employed turning positive after years of losses. While its current returns still lag the industry average, a significant increase in capital deployment suggests the firm is aggressively reinvesting for growth.
Exxon Mobil and Chevron reported declines in full-year earnings as a sustained oil surplus pressured prices, though both companies highlighted strategic shifts toward LNG, chemicals, and power projects to fuel future growth.
A proposed near-zero payment increase for Medicare Advantage plans by the Trump administration has blindsided Wall Street, erasing billions in market value and raising fears of a prolonged downturn for major health insurers.
SoFi Technologies capped off a transformative 2025 with its first billion-dollar revenue quarter, fueled by explosive member growth and a strategic pivot toward fee-based services. As the digital finance leader sets ambitious targets for 2026, analysts are weighing its 'one-stop-shop' model against an evolving economic landscape.
Despite reporting a 22% surge in Q4 2025 net income to $4.1 billion, global payments giant Mastercard is cutting approximately 1,400 jobs as part of a strategic review, highlighting the complex balance between growth and operational efficiency in the fintech sector.
Chevron Corp. reported a drop in fourth-quarter earnings that nonetheless beat analyst expectations, as the oil giant emphasized operational efficiency to navigate lower crude prices. The company, the sole U.S. producer active in Venezuela, signaled it is assessing further investment opportunities in the country following recent geopolitical shifts.
Marsh & McLennan's insurance brokerage giant Marsh reported a 4.2% rise in Q4 net income to $821 million, capping a year of robust growth and strategic brand realignment under the new 'Marsh Risk' banner.
As Peloton Interactive prepares to report its Q2 fiscal 2026 results, investors are scrutinizing whether the fitness company's aggressive cost-cutting can finally fuel a sustainable turnaround, despite shares languishing 96% below their peak.
Microsoft's second-quarter earnings smashed expectations, fueled by a 26% surge in cloud revenue that crossed the $50 billion mark for the first time. The tech giant's aggressive AI investments are now driving significant growth across its enterprise stack.
Southside Bancshares (SBSI) reported a significant rebound in fourth-quarter earnings, driven by strategic repositioning of its securities portfolio and lower funding costs. While loan growth remained modest, executives outlined a cautious outlook for near-term margin improvement and detailed plans for technology investments and selective M&A in competitive Texas markets.
Olin Corporation is closing its Guarujá epoxy facility as part of a broader cost-cutting initiative, responding to soft chlorine demand and operational headwinds. The company pins a turnaround for its Epoxy segment on 2026, while its Winchester ammunition unit raises prices to counter inflation.
Defying a challenging real estate market, Five Point Holdings LLC (FPH) reported a record annual net income for 2025, driven by strategic land transactions and growth in its management business. The company also provided a bullish outlook for 2026.
Proposed flat payment rates for 2027 by CMS intensify margin pressures on Medicare Advantage insurers like Clover Health, raising investor concerns about cost management and growth prospects in a tightening regulatory landscape.
Despite beating earnings estimates, the casino giant's heavy reliance on Macau exposes investor anxieties over long-term regulatory pressures and shifting gambling dynamics in the key Asian market.
Despite a soft first quarter, Beazer Homes executives outline a clear strategy to drive full-year EBITDA and book value growth, citing improving buyer traffic, cost-cutting initiatives, and a strategic shift toward higher-margin, solar-included communities.
Shares of semiconductor materials supplier Entegris have surged nearly 56% in six months, but analysts warn of stretched valuations, slowing growth forecasts, and weak cash generation, suggesting investors may want to look elsewhere for value.
