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.
Lennar shares jump on report it's working on a ‘Trump Homes' plan — Positive
LEN CNBC — February 03, 2026Shares 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.
TECNIMONT (MAIRE) AND BAKER HUGHES TO COLLABORATE ON LNG INITIATIVES GLOBALLY — Neutral
BKR PRNewsWire — February 03, 2026Memorandum 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.
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%.
Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade) — Negative
TWO UWMC Seeking Alpha — February 03, 2026Two 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, 2026The 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.
Palantir Earnings: Another Blowout Quarter — Negative
PLTR Zacks Investment Research — February 03, 2026Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.