Core Insights - Safehold Inc. has been named a finalist for the 2026 Ivory Prize for Housing Affordability, recognizing its innovative contributions to the affordable housing market [1] - The company aims to address the unmet demand for affordable housing, particularly in the context of rising interest rates and construction costs [1] - Safehold established a dedicated Affordable Housing team in 2025 to expand its investments in this sector [1] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, having created it in 2017 [1] - The company focuses on helping owners of various property types, including multifamily and affordable housing, to generate higher returns with reduced risk [1] - Safehold operates as a real estate investment trust (REIT), aiming to provide safe, growing income and long-term capital appreciation to its shareholders [1] Industry Context - The Ivory Prize highlights the need for innovative and scalable solutions to tackle the U.S. housing affordability crisis [1] - The housing industry is described as fragmented and risk-averse, necessitating recognition of effective solutions to high costs [1] - The award aims to elevate successful strategies that can be replicated across the industry [1]

Core Viewpoint - ATI Inc. has announced a multi-year share repurchase program with an authorization of up to $500 million, reflecting confidence in the company's long-term performance and commitment to returning capital to shareholders [1]. Group 1: Share Repurchase Program - The Board of Directors has authorized the repurchase of up to $500 million of outstanding common stock, in addition to the remaining $120 million from a prior authorization [1]. - Repurchases may occur in the open market or through privately negotiated transactions, depending on market conditions and corporate needs [1]. - The program is structured to comply with SEC Rule 10b-18 regarding pricing and volume [1]. Group 2: Company Strategy and Financial Health - The CEO emphasized that the stock repurchase program reflects ATI's strategic focus and strong financial profile, positioning the company for sustained long-term value [1]. - ATI is evolving its portfolio towards higher-value markets, particularly in aerospace and defense, which is expected to enhance its performance [1].

Core Viewpoint - Thesis Gold Inc. has announced a strategic investment from AngloGold Ashanti, which will acquire 5% of the company's common shares for C$38.67 million, validating the potential of the Lawyers-Ranch Project [1] Group 1: Investment Details - AngloGold Ashanti will purchase 13,858,883 common shares at a price of C$2.79 per share, representing the volume weighted average price on February 18, 2026 [1] - Centerra Gold Inc. will also participate in the private placement, acquiring 2,059,730 common shares at the same price, resulting in a 9.9% ownership stake in the company [1] - The total gross proceeds from both subscriptions will amount to approximately C$44.41 million [1] Group 2: Use of Proceeds - Proceeds from the subscriptions will be allocated for working capital and general corporate purposes, including ongoing technical studies at the Lawyers-Ranch gold-silver Project [1] Group 3: Project Overview - The Lawyers-Ranch Project has demonstrated strong project economics, with a 54.4% after-tax internal rate of return (IRR) and an after-tax net present value (NPV) of C$2.37 billion at gold and silver prices of US$2,900/oz and US$35/oz, respectively [1] - The company is advancing the Environmental Assessment Process and plans to initiate a Feasibility Study in 2026 to further de-risk the project [1]

Core Insights - Insmed reported total revenues of $606.4 million for the full year 2025, with significant contributions from its products BRINSUPRI and ARIKAYCE [1][2] - The company anticipates full-year 2026 revenues for BRINSUPRI to be at least $1 billion and for ARIKAYCE to be between $450 million and $470 million [1][2] - Insmed's net loss for the fourth quarter of 2025 was $328.5 million, compared to a net loss of $235.5 million in the same quarter of 2024 [2][3] Financial Performance - Total revenues for the fourth quarter of 2025 were $263.8 million, a 153% increase compared to $104.4 million in the fourth quarter of 2024 [2] - ARIKAYCE revenues for the fourth quarter of 2025 were $119.2 million, reflecting a 14% growth year-over-year, while full-year revenues reached $433.8 million, a 19% increase from 2024 [2] - BRINSUPRI generated $144.6 million in the fourth quarter and $172.7 million for the full year 2025, marking its successful U.S. commercial launch [1][2] Research and Development Updates - Insmed is advancing its clinical programs, including the Phase 3 ENCORE trial for ARIKAYCE and additional Phase 3 studies for TPIP in patients with pulmonary conditions [1][2] - The company plans to submit a supplementary new drug application for ARIKAYCE in the second half of 2026, pending positive topline data from the ENCORE trial [1][2] - Insmed is also developing INS1148 and INS1201, targeting various respiratory and genetic diseases, with IND filings expected in 2026 [1][2] Cash Position and Future Guidance - As of December 31, 2025, Insmed had approximately $1.4 billion in cash, cash equivalents, and marketable securities, positioning the company for continued investment in its pipeline [1][2] - The company expects to maintain a focus on commercialization and expansion of its product offerings, particularly BRINSUPRI and ARIKAYCE, throughout 2026 [1][2] - Insmed anticipates that pre-clinical research programs will comprise less than 20% of overall expenditures, indicating a strategic focus on advancing clinical development [2]

Core Insights - Bandwidth Inc. reported strong financial results for Q4 and full year 2025, highlighting record Adjusted EBITDA and free cash flow, with a positive outlook for 2026, projecting approximately 16% revenue growth and 29% Adjusted EBITDA growth [1][2][3] Financial Performance - Q4 2025 revenue was $208 million, slightly down from $210 million in Q4 2024, while full year revenue increased to $754 million from $748 million in 2024 [1][3] - Gross margin for Q4 2025 was 38%, up from 36% in Q4 2024, and for the full year, it was 39%, compared to 37% in 2024 [1][3] - Non-GAAP net income for Q4 2025 was $11 million, down from $12 million in Q4 2024, while full year non-GAAP net income rose to $46 million from $41 million [1][3] - Adjusted EBITDA for Q4 2025 was $25 million, up from $23 million in Q4 2024, and for the full year, it increased to $93 million from $82 million [1][3] Cash Flow and Share Repurchase - Net cash provided by operating activities for Q4 2025 was $39 million, compared to $37 million in Q4 2024, while free cash flow was $31 million, slightly up from $30 million [1][3] - The Board of Directors authorized an $80 million share repurchase program, reflecting confidence in the company's growth strategy and cash flow generation [1][2] Customer Highlights - Bandwidth secured significant contracts with various enterprises, including a top-five global automaker and a major U.S. bank, showcasing the demand for its AI-driven communication solutions [1][2] - The company emphasized the increasing reliance on its Maestro platform and Communications Cloud for AI integration in production environments [1][2] 2026 Financial Outlook - For Q1 2026, Bandwidth expects revenue between $200 million and $203 million, and for the full year, revenue guidance is set between $864 million and $884 million [1][3] - Adjusted EBITDA guidance for Q1 2026 is projected between $21 million and $24 million, with full year guidance between $117 million and $123 million [1][3]

Core Insights - Compugen Ltd. is a clinical-stage cancer immunotherapy company that utilizes AI/ML for drug target discovery [1] - The company will participate in two upcoming investor conferences, including the Oppenheimer 36th Annual Healthcare Life Sciences Conference and the Leerink Partners 2026 Global Healthcare Conference [1] Company Overview - Compugen is focused on developing cancer immunotherapies through its AI/ML powered computational discovery platform, Unigen™ [1] - The company has two main programs targeting TIGIT: COM902, a fully owned anti-TIGIT antibody in Phase 1, and rilvegostomig, an Fc-reduced PD-1/TIGIT bispecific antibody in Phase 3 development by AstraZeneca [1] - Additional programs include COM701, a potential first-in-class anti-PVRIG antibody, and GS-0321, a high affinity anti-IL-18 binding protein antibody licensed to Gilead [1] Upcoming Events - The Oppenheimer conference will take place on February 26, 2026, featuring a fireside chat at 2 PM ET [1] - The Leerink Partners conference is scheduled for March 9, 2026, with a fireside chat at 8:40 AM ET [1] - Live webcasts of the fireside chats will be available on Compugen's Investor Relations website [1]

services are designed to be accurate, timely, and transparent. Our proactive approach and unique system of analysis and reconciliation ensure we do everything possible to maximize your recovery.About BroadridgeBroadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resili ...

Wayfair Announces Fourth Quarter and Full Year 2025 Results, Reports Further Share Capture and Strong Profitability [Accessibility Statement] Skip NavigationQ4 Net Revenue of $3.3 billion with 21.3 million Active CustomersBOSTON, Feb. 19, 2026 /PRNewswire/ -- Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), the destination for all things home, today reported financial results for its fourth quarter and full year ended December 31, 2025.Fourth Quarter 2025 Financial Highlights- Cash, cash equivalents and ...

within the meaning of the federal securities laws. Forward-looking statements include statements relating to our financial guidance for 2026 and the underlying assumptions; the expected timing of the closing of the Depop transaction; the momentum of our customer-centric priorities; and the impact of our strategic investments in both Etsy and Depop through 2026. Forward-looking statements include all statements that are not historical facts. In some cases, forward-looking statements can be identified by term ...

Core Insights - Quanta Services reported strong financial results for Q4 2025 and full-year 2025, with significant year-over-year growth in revenue and adjusted EBITDA, achieving record results across multiple key financial metrics [1][2] - The company anticipates double-digit growth in revenues, net income, and adjusted EBITDA for full-year 2026, with a projected EPS growth of over 20% [1][2] - Quanta's backlog reached an all-time high of $44.0 billion, driven by strong demand in the Electric segment and sustained activity across end markets [1][2] Financial Performance - Q4 2025 revenues were $7.84 billion, up from $6.55 billion in Q4 2024, with net income attributable to common stock at $315.5 million, or $2.08 per diluted share, compared to $305.1 million, or $2.03 per diluted share, in Q4 2024 [1][2] - Full-year 2025 revenues totaled $28.48 billion, an increase from $23.67 billion in 2024, with net income attributable to common stock of $1.03 billion, or $6.80 per diluted share, compared to $904.8 million, or $6.03 per diluted share, in 2024 [1][2] Segment Performance - Quanta operates under two reportable segments: Electric Infrastructure Solutions and Underground Utility and Infrastructure Solutions, with the Electric segment contributing significantly to overall revenues [6][7] - For Q4 2025, the Electric segment generated revenues of $6.43 billion, accounting for 82% of total revenues, while the Underground segment contributed $1.41 billion, representing 18% [6][7] Acquisitions - In Q4 2025, Quanta completed the acquisition of Tri-City Group, Wilson Construction Company, and Billings Flying Service for approximately $1.73 billion, enhancing its capabilities in electrical infrastructure services [2][3] - These acquisitions are expected to contribute approximately $0.40-$0.50 to adjusted EPS in 2026, primarily within the Electric segment [2][3] 2026 Guidance - For full-year 2026, Quanta expects revenues between $33.25 billion and $33.75 billion, with net income attributable to common stock ranging from $1.27 billion to $1.38 billion [2][3] - The company projects diluted EPS to be between $8.36 and $9.06, and adjusted diluted EPS to range from $12.65 to $13.35 [2][3]