RES Q4 Earnings Miss Estimates on Higher Costs, Revenues Rise Y/Y — Negative
RES Zacks Investment Research — February 04, 2026RPC Q4 2025 adjusted EPS of $0.04 misses the consensus mark, as higher costs pressured earnings despite revenue growth and benefits from the Pintail acquisition.
American Financial Beats on Q4 Earnings, Declares Special Dividend — Positive
AFG Zacks Investment Research — February 04, 2026AFG crushes Q4 EPS estimates with a 17% YoY jump to $3.65, fueled by a record 41% surge in underwriting profit and a new $1.50 special dividend for shareholders.
Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript — Neutral
FOX FOXA Seeking Alpha — February 04, 2026Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript
Why NXP Semiconductors' Post-Earnings Dip Could Be a Buying Window — Neutral
NXPI MarketBeat — February 04, 2026A Dutch semiconductor company reported strong Q4 2025 earnings early this week, but it's not the one most investors think of first. ASML Holdings NV NASDAQ: ASML often captures market headlines due to its near-monopoly on extreme ultraviolet (EUV) light systems, but NXP Semiconductors NV NASDAQ: NXPI is also a key company to watch, given AI advancements in its automotive and industrial divisions.
Closed-End Funds: Screening For The Best Municipal Bond Exposure — Positive
AFB BHV BMN CXE EOT ETX FMN MHF MHN NAN NAZ NIM NMI NMZ NPV NUV NUW NXP PCQ PML PNI RFM RFMZ RMMZ SBI Seeking Alpha — February 04, 2026Municipal bond closed-end funds (CEFs) are seeing narrowing discounts, with NXP and MHF offering the most compelling value in the space at present. Leverage costs are easing as the Fed cuts rates, which should improve distribution coverage and make leveraged muni CEFs more attractive. Of course, there are always risks that include increased volatility from leverage and sensitivity to long-term Treasury rates, but we've seen long-term rate stabilization within a fairly narrow range.
Wabtec to Report Q4 Earnings: Is a Beat in Store for the Stock? — Positive
WAB Zacks Investment Research — February 04, 2026WAB heads into Q4 earnings with rising EPS and sales estimates, strong Freight and Transit demand, and a solid earnings beat history.
Berger Montague PC Investigates Under Armour, Inc's Board of Directors for Breach of Fiduciary Duty (NYSE: UA) — Neutral
UA PRNewsWire — February 04, 2026PHILADELPHIA, Feb. 4, 2026 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC advises shareholders of Under Armour, Inc. (NYSE: UA) ("Under Armour" or the "Company") about an investigation into the Company's Board of Directors (the "Board") for potential breaches of fiduciary duties owed to the Company and its shareholders in connection with reported cybersecurity events involving the Company's data systems. Shareholders of Under Armour may learn more about this investigation by contacting Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015 or Caitlin Adorni at [email protected] or (267)764-4865.
Enphase Energy saw its strongest demand in over two years, but there was a catch. A tax credit expiration pulled solar system installations forward.
Uber beats on gross bookings but EPS misses estimates — Neutral
UBER Proactive Investors — February 04, 2026Uber Technologies Inc (NYSE:UBER, XETRA:UT8) posted fourth-quarter revenue that slightly beat Wall Street expectations, driven by robust demand across ride-hailing and delivery services, though adjusted earnings per share fell short of estimates. Revenue rose 20% to $14.37 billion, surpassing analysts' forecast of $14.32 billion, while gross bookings jumped 22% to $54.14 billion, above the $53 billion estimate.
Take-Two Interactive raises 2026 guidance as Q3 bookings surge — Positive
TTWO Proactive Investors — February 04, 2026Take-Two Interactive Software Inc (NASDAQ:TTWO) shares declined more than 3% following the release of its fiscal third quarter 2026 results, despite reporting strong revenue growth and raising its full-year outlook. For the three months ended December 31, 2025, Take-Two posted Net Bookings of $1.76 billion, up 28% from $1.37 billion in the same period last year and exceeding the company's guidance range.
Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call Transcript — Neutral
UBER Seeking Alpha — February 04, 2026Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call Transcript
AbbVie (ABBV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates — Neutral
ABBV Zacks Investment Research — February 04, 2026While the top- and bottom-line numbers for AbbVie (ABBV) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook — Positive
SMCI Schwab Network — February 04, 2026Supermicro's (SMCI) self-described "near-term margin pressure" didn't stop investors from buying shares of the company. Marley Kayden turns to the earnings drawing Wall Street back to the beaten-down tech stock.
Is Oklo Stock the Next Great Passive-Income Powerhouse for 2026? — Positive
OKLO The Motley Fool — February 04, 2026Oklo finds itself in the right place at the right time as big tech companies commit to nuclear energy. A long-term deal with Meta Platforms shows demand for Oklo's small nuclear reactors.
Digital Turbine: Spinning Toward A Turnaround Or Just Circling The Drain? — Negative
APPS Seeking Alpha — February 04, 2026Digital Turbine, Inc. faces structural headwinds: high debt, weak margins, and a challenged mobile advertising model post-Apple privacy changes. Despite raising FY26 revenue guidance to $553M–$558M and improving margins, APPS' free cash flow remains thin versus an 11.68% interest rate on $355M debt. APPS' valuation is highly sensitive to margin swings; even optimistic DCF assumptions only yield reasonable value, with downside risk if growth or margins slip.
Eli Lilly: A Wonderful Company, But A Stock Priced For Perfection — Positive
LLY Seeking Alpha — February 04, 2026Eli Lilly is rated SELL due to lofty valuation, despite extraordinary execution and recent market leadership in GLP-1 and obesity drugs. LLY's current $950B market cap implies sustained 25% annual profit compounding for the foreseeable future — an outcome difficult to achieve at this scale in pharma history. Oral GLP-1 developments may expand markets but will intensify competition and accelerate pricing pressures, undermining long-term dominance assumptions.
Regency Centers to Post Q4 Earnings: What's in Store for the Stock? — Positive
REG Zacks Investment Research — February 04, 2026REG is set to report Q4 results, with expected growth in revenues and FFO, supported by strong leasing, grocery-anchored centers and a resilient retail backdrop.
Lilly Stock Jumps After Q4 Earnings Beat and Strong 2026 Guidance — Positive
LLY Zacks Investment Research — February 04, 2026LLY beats Q4 earnings and sales estimates as Mounjaro and Zepbound surge. Shares jump on stronger-than-expected revenue and EPS outlook for 2026.
Cirrus Logic Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y — Positive
CRUS Zacks Investment Research — February 04, 2026CRUS beat Q3 EPS expectations as revenue jumped 24.7% on smartphone demand and a favorable device mix.