RES Q4 Earnings Miss Estimates on Higher Costs, Revenues Rise Y/Y — Negative

RES   Zacks Investment Research — February 04, 2026

RPC 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.

image for news RES Q4 Earnings Miss Estimates on Higher Costs, Revenues Rise Y/Y

American Financial Beats on Q4 Earnings, Declares Special Dividend — Positive

AFG   Zacks Investment Research — February 04, 2026

AFG 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.

image for news American Financial Beats on Q4 Earnings, Declares Special Dividend

Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript — Neutral

FOX  FOXA   Seeking Alpha — February 04, 2026

Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript

image for news Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript

Why NXP Semiconductors' Post-Earnings Dip Could Be a Buying Window — Neutral

NXPI   MarketBeat — February 04, 2026

A 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.

image for news Why NXP Semiconductors' Post-Earnings Dip Could Be a Buying Window

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, 2026

Municipal 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.

image for news Closed-End Funds: Screening For The Best Municipal Bond Exposure

Wabtec to Report Q4 Earnings: Is a Beat in Store for the Stock? — Positive

WAB   Zacks Investment Research — February 04, 2026

WAB heads into Q4 earnings with rising EPS and sales estimates, strong Freight and Transit demand, and a solid earnings beat history.

image for news Wabtec to Report Q4 Earnings: Is a Beat in Store for the Stock?

PHILADELPHIA, 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.

image for news Berger Montague PC Investigates Under Armour, Inc's Board of Directors for Breach of Fiduciary Duty (NYSE: UA)

Why Enphase Energy Stock Soared Today — Positive

ENPH   The Motley Fool — February 04, 2026

Enphase Energy saw its strongest demand in over two years, but there was a catch. A tax credit expiration pulled solar system installations forward.

image for news Why Enphase Energy Stock Soared Today

Uber beats on gross bookings but EPS misses estimates — Neutral

UBER   Proactive Investors — February 04, 2026

Uber 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.

image for news Uber beats on gross bookings but EPS misses estimates

Take-Two Interactive raises 2026 guidance as Q3 bookings surge — Positive

TTWO   Proactive Investors — February 04, 2026

Take-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.

image for news Take-Two Interactive raises 2026 guidance as Q3 bookings surge

Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call Transcript — Neutral

UBER   Seeking Alpha — February 04, 2026

Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call Transcript

image for news Uber 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, 2026

While 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.

image for news AbbVie (ABBV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook — Positive

SMCI   Schwab Network — February 04, 2026

Supermicro'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.

image for news SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook

Is Oklo Stock the Next Great Passive-Income Powerhouse for 2026? — Positive

OKLO   The Motley Fool — February 04, 2026

Oklo 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.

image for news Is Oklo Stock the Next Great Passive-Income Powerhouse for 2026?

Digital Turbine: Spinning Toward A Turnaround Or Just Circling The Drain? — Negative

APPS   Seeking Alpha — February 04, 2026

Digital 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.

image for news Digital Turbine: Spinning Toward A Turnaround Or Just Circling The Drain?

Eli Lilly: A Wonderful Company, But A Stock Priced For Perfection — Positive

LLY   Seeking Alpha — February 04, 2026

Eli 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.

image for news Eli Lilly: A Wonderful Company, But A Stock Priced For Perfection

U.S. Crude Oil Stockpiles Fall Amid Lower Production — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   WSJ — February 04, 2026

Commercial crude oil stocks fell by 3.5 million barrels and were about 4% below the five-year average for the time of year, said the Energy Information Administration.

image for news U.S. Crude Oil Stockpiles Fall Amid Lower Production

Regency Centers to Post Q4 Earnings: What's in Store for the Stock? — Positive

REG   Zacks Investment Research — February 04, 2026

REG 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.

image for news Regency Centers to Post Q4 Earnings: What's in Store for the Stock?

Lilly Stock Jumps After Q4 Earnings Beat and Strong 2026 Guidance — Positive

LLY   Zacks Investment Research — February 04, 2026

LLY beats Q4 earnings and sales estimates as Mounjaro and Zepbound surge. Shares jump on stronger-than-expected revenue and EPS outlook for 2026.

image for news Lilly Stock Jumps After Q4 Earnings Beat and Strong 2026 Guidance

Cirrus Logic Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y — Positive

CRUS   Zacks Investment Research — February 04, 2026

CRUS beat Q3 EPS expectations as revenue jumped 24.7% on smartphone demand and a favorable device mix.

image for news Cirrus Logic Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y