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Oracle: Balancing AI Infrastructure Ambitions with Financing Pressures and Dilution Risks
Benzinga· 2026-02-13 17:39
Beat the Market With Our Free Pre-Market NewsletterEnter your email to get Benzinga's ultimate morning update: The PreMarket Activity NewsletterOracle reported strong results for the second quarter of fiscal 2026 (ending November 2025) in December of 2025, with total revenue reaching approximately 16.1 billion USD, up 14% year-over-year. Cloud revenue grew 34% to 8.0 billion USD, driven by Oracle Cloud Infrastructure (OCI) expanding 66% to 4.1 billion USD. GAAP earnings per share rose 91% to 2.10 USD, while ...
MetaVia Secures Dozens Of Patents Through 2041 For Obesity Drug
Benzinga· 2026-02-13 17:39
Core Insights - MetaVia Inc. has announced a strong global intellectual property portfolio for its lead asset, DA-1726, which is aimed at treating obesity and related metabolic disorders, securing 39 granted and pending patents that extend protection until 2041 [1][2] Company Performance - The company's CEO highlighted the significance of the intellectual property, emphasizing the unique design of DA-1726 as a dual GLP-1/glucagon agonist, with recent clinical data showing a 9% weight loss at the 48 mg dose and improvements in waist size and blood sugar levels [2] - MetaVia's stock is currently trading 21.8% below its 20-day simple moving average and 77.6% below its 200-day SMA, indicating significant bearish pressure, with shares down 90.85% over the past 12 months [3] - The stock's RSI is at 23.34, suggesting it may be undervalued and could rebound, while the MACD indicates potential bullish momentum despite the overall bearish trend [4] Sector Comparison - MetaVia is outperforming its sector with a gain of approximately 10.2%, while the Healthcare sector has only increased by 0.17%, reflecting a significant deviation from recent sector trends [5] - The Healthcare sector has seen a slight decline of 1.18% over the past 30 days but has gained 2.83% over the last 90 days, indicating mid-tier performance in the market [5] Analyst Consensus - The stock carries a Buy Rating, with recent analyst actions including HC Wainwright & Co. raising the target price to $40.00 [6] - At the time of publication, MetaVia shares were up 9.64% at $1.84, trading near its 52-week low of $1.61, with key resistance at $2.00 and support at $1.50 [6]
President Trump's Tariffs To Face Feb.20 Supreme Court Hearing As Prediction Markets Doubt Favorable Ruling - Costco Wholesale (NASDAQ:COST)
Benzinga· 2026-02-13 17:26
Core Viewpoint - The U.S. Supreme Court is set to rule on President Trump's tariff regime, with a low probability of a favorable outcome for the tariffs, which could lead to significant refunds and changes in trade policy [1]. Group 1: Legal Actions and Stakeholders - Costco Wholesale Corp. has initiated a lawsuit for a full refund of duties collected under the International Emergency Economic Powers Act (IEEPA) [2]. - Apple Inc. and Nike Inc., while not directly involved in the lawsuit, are significantly affected due to their reliance on Asian manufacturing [2]. Group 2: Financial Impact - U.S. households are projected to experience an average tax increase of $1,000 in 2025, escalating to $1,300 in 2026 due to the tariffs [3]. - The U.S. Customs and Border Protection (CBP) reported over $200 billion collected in tariffs from January 20 to December 15, 2025, with the Tax Foundation estimating a total customs revenue of $264 billion for 2025, resulting in a net gain of approximately $132 billion after accounting for economic drag [3]. Group 3: Future Projections - Tariffs are expected to generate $171.1 billion in 2026, representing 0.54% of GDP, marking the largest federal tax increase since 1993 [4]. Group 4: Next Steps and Market Reactions - The Supreme Court's oral arguments were heard on November 5, 2025, with a longer-than-usual wait for a decision [5]. - Treasury Secretary Scott Bessent indicated that if the administration loses, it could recreate the tariff structure using various legal authorities, and the ruling may result in a complex outcome regarding what is permissible [5]. - Following the announcement of tariffs in April 2025, the S&P 500 experienced significant declines, with the Nasdaq dropping 1,600 points, marking the worst sell-off since the COVID-19 pandemic began [5].
TransUnion Analysts Slash Their Forecasts After Q4 Results
Benzinga· 2026-02-13 17:13
Core Viewpoint - TransUnion reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2]. Financial Performance - The company posted quarterly earnings of $1.07 per share, surpassing the analyst consensus estimate of $1.02 per share [1]. - Quarterly sales reached $1.171 billion, exceeding the analyst consensus estimate of $1.134 billion [1]. - For FY2026, TransUnion projects adjusted EPS between $4.63 and $4.71, compared to market estimates of $4.82 [1]. - The company anticipates sales of $4.946 billion to $4.981 billion, slightly above estimates of $4.927 billion [1]. Revenue Growth - TransUnion achieved a revenue growth of 13%, driven by strong performance in U.S. Markets [2]. - Financial Services segment grew by 19%, while Emerging Verticals accelerated to a 16% growth [2]. - The growth was broad-based, with credit, marketing, and fraud solutions each experiencing healthy double-digit growth [2]. Stock Performance - Following the earnings announcement, TransUnion shares increased by 4.6%, trading at $74.09 [2]. Analyst Ratings and Price Targets - Needham analyst Kyle Peterson maintained a Buy rating but lowered the price target from $115 to $95 [4]. - Wells Fargo analyst Jason Haas maintained an Overweight rating and reduced the price target from $100 to $90 [4]. - Stifel analyst Shlomo Rosenbaum also maintained a Buy rating, lowering the price target from $103 to $88 [4].
Gold Gains Over 1%; US Inflation Rate Falls To 2.4% - Alliance Entertainment (NASDAQ:AENT), Corsair Gaming (NASDAQ:CRSR)
Benzinga· 2026-02-13 17:08
U.S. stocks traded higher midway through trading, with the Dow Jones index gaining around 250 points on Friday.The Dow traded up 0.50% to 49,701.48 while the NASDAQ rose 0.41% to 22,690.60. The S&P 500 also rose, gaining, 0.61% to 6,874.47.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsUtilities shares gained by 2% on Friday.In trading on Friday, financial stocks fell by 0.3%.Top HeadlinePrice pressures in the U.S. eased at the start of 2026, ...
Gold Gains Over 1%; US Inflation Rate Falls To 2.4%
Benzinga· 2026-02-13 17:08
Market Performance - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by approximately 250 points, up 0.50% to 49,701.48, while the NASDAQ rose 0.41% to 22,690.60, and the S&P 500 gained 0.61% to 6,874.47 [1] - Utilities shares saw a notable increase of 2% on the same day, while financial stocks declined by 0.3% [1] Inflation Data - Price pressures in the U.S. showed signs of easing, with the annual consumer-price inflation rate decreasing from 2.7% in December to 2.4% in January, which was below economist expectations of 2.5% and marked the lowest inflation rate since May 2025 [2][6] - On a monthly basis, the headline Consumer Price Index (CPI) rose by 0.2%, slightly below the previous reading and consensus estimates of 0.3% [2] Commodity Market - In commodity trading, oil prices fell by 0.2% to $62.73, while gold prices increased by 1.5% to $5,023.90. Silver prices rose by 2.5% to $77.605, whereas copper prices decreased by 0.5% to $5.7590 [3] European Market Trends - European shares mostly declined, with the eurozone's STOXX 600 falling by 0.24%, Spain's IBEX 35 Index dropping by 1.29%, and Germany's DAX decreasing by 0.43%. Conversely, London's FTSE 100 gained 0.22%, and France's CAC 40 dipped by 0.38% [4] Asian Market Trends - Asian markets closed lower, with Japan's Nikkei falling by 1.21%, Hong Kong's Hang Seng Index declining by 1.72%, China's Shanghai Composite dipping by 1.26%, and India's BSE Sensex decreasing by 1.25% [5]
These Analysts Raise Their Forecasts On Lincoln Electric Following Q4 Results
Benzinga· 2026-02-13 17:06
Lincoln Electric Holdings (NASDAQ:LECO) reported mixed results for the fourth quarter on Thursday.The company posted quarterly earnings of $2.65 per share which beat the analyst consensus estimate of $2.54 per share. The company reported quarterly sales of $1.079 billion which missed the analyst consensus estimate of $1.099 billion.Lincoln Electric shares gained 0.3% to trade at $296.95 on Friday.These analysts made changes to their price targets on Lincoln Electric following earnings announcement.Keybanc a ...
A Look Into Monster Beverage Inc's Price Over Earnings - Monster Beverage (NASDAQ:MNST)
Benzinga· 2026-02-13 17:00
Core Viewpoint - Monster Beverage Inc. has shown significant stock performance, with a 60.34% increase over the past year, leading to optimism among long-term shareholders, while concerns about potential overvaluation arise from the price-to-earnings (P/E) ratio analysis [1]. Group 1: Stock Performance - The current trading price of Monster Beverage Inc. is $80.67, reflecting a 0.84% increase [1]. - Over the past month, the stock has increased by 4.71% [1]. - The stock has experienced a substantial increase of 60.34% over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance against historical earnings and industry standards [2]. - Monster Beverage Inc. has a P/E ratio of 46.12, which is lower than the industry average P/E ratio of 61.23, suggesting potential undervaluation or expectations of poorer performance compared to peers [3]. - A lower P/E ratio can indicate that shareholders may not expect future growth, but it can also suggest that the company is undervalued [4]. Group 3: Limitations of P/E Ratio - The P/E ratio should not be used in isolation, as it has limitations and must be considered alongside other financial metrics and qualitative factors [4]. - Industry trends and business cycles can significantly impact a company's stock price, necessitating a comprehensive analysis for informed investment decisions [4].
Algorhythm Stock Is Popping: What's Going On?
Benzinga· 2026-02-13 16:48
Company Announcement - Algorhythm's SemiCab platform is an AI-driven optimization system designed for shippers and carriers, enabling customers to scale freight volumes by 300% to 400% without increasing staff [2] - Individual operators using SemiCab can manage over 2,000 loads annually, significantly higher than the industry average of about 500 loads per broker [2] Platform Benefits - The SemiCab platform automates network-level planning and decision-making, which helps lower cost per load, reduces administrative work, and enhances asset utilization as volumes increase [3] Market Reaction - The Dow Jones Transportation Average experienced a 4% decline, marking its worst session since April, with 17 of 20 components closing lower and approximately $17.4 billion in market value lost [4] - Despite being a company valued at less than $3 million with no U.S. software customers, Algorhythm's performance contributed to significant market volatility, affecting larger companies like C.H. Robinson [4] Stock Performance - Algorhythm shares rose by 16.67%, reaching $1.26 at the time of publication [5]
Crocs Analysts Boost Their Forecasts After Upbeat Q4 Results
Benzinga· 2026-02-13 16:45
Core Insights - Crocs reported quarterly earnings of $2.29 per share, exceeding the analyst consensus estimate of $1.90 per share [1] - The company achieved quarterly sales of $957.640 million, surpassing the analyst consensus estimate of $922.327 million [1] - For FY2026, Crocs projects adjusted EPS of $12.88-$13.35, compared to market estimates of $12.10 [1] - Following the earnings announcement, Crocs shares fell by 2.6% to trade at $95.87 [1] Analyst Ratings and Price Targets - Barclays analyst Adrienne Yih maintained an Equal-Weight rating on Crocs and raised the price target from $86 to $109 [2] - Stifel analyst Peter McGoldrick maintained a Hold rating and increased the price target from $90 to $99 [2]