ACI Wins Multi-Year Caterpillar Engagement as Strategic Technology Transformation Partner — Neutral
CAT PRNewsWire — February 03, 2026Global Technology Firm Selected to Lead Mission-Critical Digital Infrastructure Modernization for the Heavy Equipment Leader SOMERSET, N.J., Feb. 3, 2026 /PRNewswire/ -- ACI, a global provider of enterprise-grade technology services, today announced it has entered into a multi-year, strategic partnership with Caterpillar Inc. (NYSE: CAT).
GE HealthCare Stock Before Q4 Earnings: To Buy or Not to Buy? — Positive
GEHC Zacks Investment Research — February 03, 2026GEHC heads into fourth-quarter earnings with steady demand and strong product momentum, though tariffs and investments may keep margins in focus.
Pfizer Stock Slides Despite Q4 Earnings Beat and New Obesity Drug Data — Negative
PFE Zacks Investment Research — February 03, 2026PFE shares fall even after Q4 earnings beat on COVID product declines and muted investor reaction to new obesity drug data.
Sally Beauty to Report Q1 Earnings: Key Factors to Watch Ahead — Positive
SBH Zacks Investment Research — February 03, 2026SBH is set to report Q1 results, expecting modest sales growth, resilient margins and digital momentum, but cautious consumer demand remains a key watch point.
Gartner Earnings Outpace Estimates in Q4, Revenues Rise Y/Y — Positive
IT Zacks Investment Research — February 03, 2026IT beats fourth-quarter 2025 earnings and revenue estimates as Insights and Conferences deliver solid growth, offsetting a sharp y/y drop in EPS.
Innodata Bets on Agentic AI: Is it the Next Revenue Wave? — Positive
INOD Zacks Investment Research — February 03, 2026INOD rides on the Agentic AI wave with "judge" systems fueling recurring revenue and 45% growth outlook for 2025.
MGIC Q4 Earnings Beat Estimates, Revenues Miss, Insurance in Force Up Y/Y — Positive
MTG Zacks Investment Research — February 03, 2026MTG beats on Q4 earnings as EPS rises 4.2% year over year, but revenues dip as lower premiums offset gains in investment income.
USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now? — Negative
USAR Zacks Investment Research — February 03, 2026USAR heads into Q4 earnings with a wider loss forecast as it advances its Stillwater NdFeB magnet plant and ramps spending ahead of 2026 commissioning.
Broadridge's Q2 Earnings and Revenues Outpace Estimates, Rise Y/Y — Positive
BR Zacks Investment Research — February 03, 2026BR posts strong Q2 fiscal 2026 results as earnings and revenues beat estimates, recurring revenues climb 9%, and margins expand year over year.
Elastic Delivers GPU Infrastructure to Self-Managed Elasticsearch Customers via Cloud Connect — Neutral
ESTC Business Wire — February 03, 2026SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced the availability of Elastic Inference Service (EIS) via Cloud Connect for self-managed Elasticsearch deployments. Organizations can now gain on-demand access to cloud-hosted inference capabilities without managing GPU infrastructure, all while maintaining their core infrastructure and data on-premises. Users also gain immediate access to models by Jina.ai, an Elastic company and a leader in open-source multil.
PayPal Holdings, Inc. (PYPL) Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses — Neutral
PYPL Newsfile Corp — February 03, 2026San Diego, California--(Newsfile Corp. - February 3, 2026) - Johnson Fistel, PLLP is investigating whether PayPal Holdings, Inc. (NASDAQ: PYPL) or its executive officers complied with the federal securities laws. The investigation focuses on investors' losses and whether they may be recovered under federal securities laws.
Should You Buy, Hold or Sell Pagaya Stock Ahead of Q4 Earnings? — Negative
PGY Zacks Investment Research — February 03, 2026PGY reports Q4 results on Feb. 9 as revenue growth, guidance and rising expenses shape whether investors should buy, hold or stay cautious.
IQVIA Set to Report Q4 Earnings: Here's What You Should Know — Positive
IQV Zacks Investment Research — February 03, 2026IQV is set to report fourth-quarter 2025 earnings results on Feb. 5, with revenues expected to rally 7.2% y/y to $4.2B and EPS to rise 9% on segment growth.
3 Industrial Stocks Set to Outpace Q4 Earnings Estimates — Positive
KMT MWA TRMB Zacks Investment Research — February 03, 2026Three industrial stocks, Kennametal, Mueller Water Products and Trimble, are poised to beat Q4 earnings, driven by strong end-market demand and pricing gains.
Amazon.com, Inc. is redefining its AI infrastructure strategy with Trainium, a custom chip now driving multibillion-dollar business and 150% quarterly growth. Trainium's price/performance edge and vertical integration are compressing AWS margins short-term but set the stage for long-term margin expansion and competitive moats. DCF analysis indicates a fair value of $308.06, projecting 28.7% upside, with robust revenue and margin growth assumptions underpinned by AI-driven operating leverage.
US refiners struggle to absorb sudden surge in Venezuelan oil imports — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — February 03, 2026Oil refiners on the U.S. Gulf Coast are struggling to absorb a rapid surge in Venezuelan crude shipments since last month's flagship $2 billion supply deal between Caracas and Washington, pressuring prices and leaving some volumes unsold, according to traders and shipping data.
DGRO: This Diversified Dividend Growth Fund Is Getting Pricey — Positive
DGRO Seeking Alpha — February 03, 2026iShares Core Dividend Growth ETF (DGRO) offers strong diversification, robust dividend growth, and a low 0.08% expense ratio, making it a compelling core holding. DGRO appears potentially overvalued after a strong run, with a PEG ratio of 2.1x and a trailing yield near decade lows, warranting a Hold rating. Recent sector rebalancing favored financials and healthcare, but DGRO's large-cap focus may underperform if market momentum shifts to small- and mid-caps.
MPLX LP Common Units (MPLX) Q4 2025 Earnings Call Transcript — Neutral
MPLX Seeking Alpha — February 03, 2026MPLX LP Common Units (MPLX) Q4 2025 Earnings Call Transcript
Robinhood Offers New Product Suite in UK: Will It Drive Growth? — Positive
HOOD Zacks Investment Research — February 03, 2026HOOD rolls out a new UK stocks & shares ISA, offering a 2% cash bonus, zero fees and AI tools as it expands beyond the United States.