Crocs: Cleaning Up Wholesale, Share Repurchases At A Deeply Discounted Valuation — Positive
CROX Seeking Alpha — February 13, 2026Crocs is rated a 'buy' due to disciplined inventory management, strong free cash flow, and aggressive share repurchases at a sub-7x forward earnings multiple. International growth, especially in China, and DTC expansion offset North American softness and HEYDUDE wholesale declines, supporting margin stabilization and long-term profitability. Management's focus on channel health, cost efficiencies, and product innovation sets up a year of stabilization with modest margin expansion and EPS guidance of $12.88–$13.35 for 2026.
STOCK NEWS: Oracle Corporation Sued for Securities Fraud after 11% Stock Drop -- Investors Notified to Contact BFA Law by April 6 Class Action Deadline — Neutral
ORCL Business Wire — February 13, 2026NEW YORK--(BUSINESS WIRE)---- $ORCL #AI--Oracle Corporation Sued for Securities Fraud after 11% Stock Drop -- Investors Notified to Contact BFA Law by April 6 Class Action Deadline.
British American Tobacco 2025 Earnings: Battleground United States — Positive
BTI Seeking Alpha — February 13, 2026British American Tobacco p.l.c. reported 2025 adjusted EPS up 3.4% and net revenues of £25.6B, with currency-neutral growth of 2.1%. The article offers a fresh look at the company and includes details on its cigarette business and its efforts in the area of smoke-free products. I will discuss the reasons for the 37% year-over-year decline in BTI's operating cash flow, particularly in relation to the company's ability to continue to pay a growing dividend.
Nvidia's stock is down and AMD is up. The culprit may be Arista. — Neutral
AMD ANET NVDA CNBC — February 13, 2026Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after Arista Networks CEO Jayshree Ullal said her company is shifting some workloads. Ullal said that a year ago about 99% of deployments were Nvidia, and now about 20% to 25% use AMD.
Shares of Coinbase Global, Inc. (NASDAQ: COIN) are moving higher Friday. They recently reversed after reaching a support level.
CareTrust REIT, Inc. (CTRE) Q4 2025 Earnings Call Transcript — Neutral
CTRE Seeking Alpha — February 13, 2026CareTrust REIT, Inc. (CTRE) Q4 2025 Earnings Call Transcript
GEE Group Inc. (JOB) Q1 2026 Earnings Call Transcript — Neutral
JOB Seeking Alpha — February 13, 2026GEE Group Inc. (JOB) Q1 2026 Earnings Call Transcript
Cameco Corporation (CCO:CA) Q4 2025 Earnings Call Transcript — Neutral
CCJ CCO Seeking Alpha — February 13, 2026Cameco Corporation (CCO:CA) Q4 2025 Earnings Call Transcript
The Federal Trade Commission (FTC) has been asking several of Microsoft's competitors about the company's business practices as part of an ongoing antitrust probe, Bloomberg reported Friday (Feb. 13), citing unnamed sources.
Generac Stock Rallies: Why AI Matters More Than Earnings — Positive
GNRC MarketBeat — February 13, 2026On Feb. 12, 2026, Wall Street witnessed a classic market paradox. Shares of Generac Holdings Inc. NYSE: GNRC rose higher, gaining approximately 18% to trade near $214.84.
Gold reclaims $5,000 as analysts warn volatility is far from over — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — February 13, 2026Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Taseko to Release Fourth Quarter and Year End 2025 Results — Neutral
TGB GlobeNewsWire — February 13, 2026VANCOUVER, British Columbia, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (the “Company”) will release its fourth quarter and year end 2025 financial results after market close on Wednesday, February 18, 2026.
Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment — Neutral
AVGO Seeking Alpha — February 13, 2026Broadcom Inc. is upgraded to Strong Buy, as market fears over AI-driven SaaS disruption are overstated for its Infrastructure Software segment. Broadcom's AI Trifecta - networking, XPU compute engines, and high-margin Infrastructure Software - drives robust free cash flow and dividend growth. Recent bullish capex announcements from Meta Platforms and Alphabet and strong TSMC results have not yet been reflected in Broadcom's share price.
Subscribers to Schaeffer's Weekend Trader options recommendation service received this NFLX commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
The rally was fueled by a rare triple beat. Rivian surpassed expectations on revenue, narrowed losses more than predicted and issued a massive 2026 delivery forecast that left Wall Street stunned.
Garmin is way more diversified than most investors realize. Buying right before earnings is a risk, but Garmin is a safe, diverse bet.
Five9: Reset Valuation And New CEO Create Opportunity — Positive
FIVN Seeking Alpha — February 13, 2026Five9 remains a Buy as operational execution, margin expansion, and cash flow durability underpin an undervalued stock post-30% pullback. Q3 FY25 showed 8% revenue growth, a 25% adjusted EBITDA margin, and accelerating enterprise AI revenue, with AI now 11% of enterprise subscription revenue. Leadership transition to CEO Amit Mathradas introduces uncertainty, but his background aligns with FIVN's current needs and offers more opportunity than risk.
MREO Investors Have Opportunity to Lead Mereo BioPharma Group plc Securities Fraud Lawsuit with the Schall Law Firm — Neutral
MREO GlobeNewsWire — February 13, 2026LOS ANGELES, Feb. 13, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Mereo BioPharma Group plc (“Mereo” or “the Company”) (NASDAQ: MREO) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between June 5, 2023 and December 26, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before April 6, 2026.
Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings — Positive
MRVL Seeking Alpha — February 13, 2026Marvell Technology is reiterated as a 'Buy' ahead of its Q4 earnings, with attractive growth-adjusted valuation and technical support near current levels. Q3 results showed robust AI-driven data center demand, 37% YoY revenue growth, and strong operating cash flow, though data center growth lags some peers. MRVL's valuation remains compelling, trading over 20% below a $105 target (30x $3.50 EPS), with a low 0.69 forward PEG ratio.