MGIC Q4 Earnings Beat Estimates, Revenues Miss, Insurance in Force Up Y/Y — Positive

MTG   Zacks Investment Research — February 03, 2026

MTG beats on Q4 earnings as EPS rises 4.2% year over year, but revenues dip as lower premiums offset gains in investment income.

image for news MGIC Q4 Earnings Beat Estimates, Revenues Miss, Insurance in Force Up Y/Y

USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now? — Negative

USAR   Zacks Investment Research — February 03, 2026

USAR heads into Q4 earnings with a wider loss forecast as it advances its Stillwater NdFeB magnet plant and ramps spending ahead of 2026 commissioning.

image for news USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now?

Broadridge's Q2 Earnings and Revenues Outpace Estimates, Rise Y/Y — Positive

BR   Zacks Investment Research — February 03, 2026

BR posts strong Q2 fiscal 2026 results as earnings and revenues beat estimates, recurring revenues climb 9%, and margins expand year over year.

image for news Broadridge's Q2 Earnings and Revenues Outpace Estimates, Rise Y/Y

SAN 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.

image for news Elastic Delivers GPU Infrastructure to Self-Managed Elasticsearch Customers via Cloud Connect

San 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.

image for news PayPal Holdings, Inc. (PYPL) Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses

Should You Buy, Hold or Sell Pagaya Stock Ahead of Q4 Earnings? — Negative

PGY   Zacks Investment Research — February 03, 2026

PGY reports Q4 results on Feb. 9 as revenue growth, guidance and rising expenses shape whether investors should buy, hold or stay cautious.

image for news Should You Buy, Hold or Sell Pagaya Stock Ahead of Q4 Earnings?

IQVIA Set to Report Q4 Earnings: Here's What You Should Know — Positive

IQV   Zacks Investment Research — February 03, 2026

IQV 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.

image for news IQVIA Set to Report Q4 Earnings: Here's What You Should Know

3 Industrial Stocks Set to Outpace Q4 Earnings Estimates — Positive

KMT  MWA  TRMB   Zacks Investment Research — February 03, 2026

Three industrial stocks, Kennametal, Mueller Water Products and Trimble, are poised to beat Q4 earnings, driven by strong end-market demand and pricing gains.

image for news 3 Industrial Stocks Set to Outpace Q4 Earnings Estimates

Amazon: Why Falling Margins Are The Signal — Positive

AMZN   Seeking Alpha — February 03, 2026

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.

image for news Amazon: Why Falling Margins Are The Signal

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, 2026

Oil 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.

image for news US refiners struggle to absorb sudden surge in Venezuelan oil imports

DGRO: This Diversified Dividend Growth Fund Is Getting Pricey — Positive

DGRO   Seeking Alpha — February 03, 2026

iShares 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.

image for news DGRO: This Diversified Dividend Growth Fund Is Getting Pricey

MPLX LP Common Units (MPLX) Q4 2025 Earnings Call Transcript — Neutral

MPLX   Seeking Alpha — February 03, 2026

MPLX LP Common Units (MPLX) Q4 2025 Earnings Call Transcript

image for news MPLX LP Common Units (MPLX) Q4 2025 Earnings Call Transcript

Top 5 Low Price-to-Sales Stock Picks for Value-Focused Investors — Positive

CWT  GIII  HG  M  UFPI   Zacks Investment Research — February 03, 2026

Trading at low price-to-sales multiples, stocks like HG, M, GIII, CWT and UFPI could reward value investors as revenue growth gains traction.

image for news Top 5 Low Price-to-Sales Stock Picks for Value-Focused Investors

Robinhood Offers New Product Suite in UK: Will It Drive Growth? — Positive

HOOD   Zacks Investment Research — February 03, 2026

HOOD 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.

image for news Robinhood Offers New Product Suite in UK: Will It Drive Growth?

Shares of Lennar and Taylor Morrison Home rose after Bloomberg News reported that the homebuilders were working on a plan dubbed "Trump Homes" that was aimed at easing the U.S. housing affordability crunch. Housing affordability has emerged as a key issue for President Donald Trump.

image for news Lennar shares jump on report it's working on a ‘Trump Homes' plan

Memorandum of Understanding signed to collaborate on prospective modularized, scalable LNG projects MILAN, Feb. 3, 2026 /PRNewswire/ -- MAIRE (MAIRE.MI) announces that TECNIMONT (Integrated E&C Solutions) and Baker Hughes, an energy technology company, have signed a non-exclusive Memorandum of Understanding (MoU) to explore cooperation opportunities on prospective modularized, scalable liquefied natural gas (LNG) projects worldwide. Under the MoU, the two companies will jointly evaluate participation in some future LNG tenders that incorporate Baker Hughes' NMBL™ LNG modular solution for liquefaction projects.

image for news TECNIMONT (MAIRE) AND BAKER HUGHES TO COLLABORATE ON LNG INITIATIVES GLOBALLY

Wegovy Maker Novo Nordisk Forecasts Sales Decline in 2026 — Negative

NVO   WSJ — February 03, 2026

The Danish drugmaker said adjusted sales should decline between 5% and 13% at constant exchange rates in 2026, a reversal from last year, when sales grew 10%.

image for news Wegovy Maker Novo Nordisk Forecasts Sales Decline in 2026

Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade) — Negative

TWO  UWMC   Seeking Alpha — February 03, 2026

Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade)

image for news Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade)

3 Metal Fabrication Stocks to Buy as Industry Trends Improve — Positive

EAF  NNBR  TRS   Zacks Investment Research — February 03, 2026

The outlook of the Zacks Metal Products - Procurement and Fabrication industry looks upbeat and stocks like TRS, EAF and NN are well-positioned to gain on industry trends.

image for news 3 Metal Fabrication Stocks to Buy as Industry Trends Improve

Palantir Earnings: Another Blowout Quarter — Negative

PLTR   Zacks Investment Research — February 03, 2026

Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.

image for news Palantir Earnings: Another Blowout Quarter