Gaspar said the companies expect to realize $1 billion in annual pre-tax run-rate synergies by year-end 2027 , attributing the opportunity to scale, operational overlap, best-practice implementation, cost optimization, and improved infrastructure utilization. He noted the synergy targets are incremental to Devon’s existing business optimization program and framed them as “true operational and efficiency gains.” Gaspar also said that any potential capital savings tied to reduced activity would be incremental ...

On costs and efficiency, Rice said operating costs and capital spending beat expectations due to returns on water infrastructure investments, midstream cost optimization, and upstream efficiency gains. He cited fourth-quarter operational records, including the company’s fastest quarterly completion pace and the most lateral footage drilled in 24- and 48-hour periods. Rice said EQT’s average 2025 well cost per lateral foot was 13% lower year over year and 6% below internal forecasts, while per-unit LOE was n ...

Aerospace & Transportation (A&T): Adjusted EBITDA in the quarter was $83 million, up 43% year-over-year. Management said volume was a $31 million tailwind driven by higher transportation, industry, and defense (TID) shipments, which rose 41% versus the prior year. The company attributed the increase to “increased demand from onshoring in the U.S.” and higher shipments in Valais following recovery from a prior-year flood. Aerospace shipments were described as stable year-over-year, with commercial OEMs still ...

On capital return, Olson said the company currently needs to complete the strategic review process before it can resume stock buybacks “given the rules” around information availability. She added Centerspace has a current repurchase authorization, but said that at current trading levels it is not the most attractive use of capital, noting 2025 repurchases were executed “more in the $54 range.”Olson said the evaluation is ongoing and that the company does not intend to provide further details during the earn ...

He also highlighted progress on cost reduction. Management initially committed to a $200 million run-rate savings target, later raised to $300 million, and said Dana delivered $248 million of cost savings in 2025 and exited the year with a $325 million run rate heading into 2026. McDonald added that the company has discussed about $40 million of stranded costs following the Off-Highway sale and said the company is assuming it will “substantially eliminate” those costs in 2026.McDonald said final fourth-quar ...

We recently published 17 Stocks Jim Cramer Talked About.  The Home Depot, Inc. (NYSE:HD) is one of the stocks that Jim Cramer talked about. The Home Depot, Inc. (NYSE:HD) is one of the largest home improvement retailers in the world. Its shares are down by 5.3% over the past year and are up by 10.5% year-to-date. Truist raised the firm’s share price target in mid-January. It bumped the target to $405 from $390 and kept a Buy rating on the shares. The financial firm pointed out that The Home Depot, Inc. (N ...

We recently published 17 Stocks Jim Cramer Talked About.  PayPal Holdings Inc. (NASDAQ:PYPL) is one of the stocks that Jim Cramer talked about. Payment platform PayPal Holdings Inc. (NASDAQ:PYPL)’s shares are down by 47% over the past year and by 29% year-to-date. Truist discussed the firm on February 10th as it reduced the share price target to $39 from $58 and kept a Sell rating on the shares. The financial firm outlined that slower volume growth and take rate compression were among the factors behind i ...

Industry Overview - The oil industry is characterized as a long-term business, with significant time required from the initial discovery of oil to its market availability [1] - Oil and natural gas are noted as highly political commodities, with recent geopolitical developments affecting market dynamics [2] Company Analysis: Chevron - Chevron received an upgrade from Melius Research, with a new target price of $205, representing a 13.5% increase from its previous closing price of $180.55 [3] - Chevron shares have increased by 18.5% year-to-date, driven by higher oil prices, with West Texas Intermediate crude up 2.4% to $62.33 per barrel and Brent crude up 10.8% to $57.42 [4] - Melius Research highlighted four key factors for Chevron's upgrade: 1. A management reshuffle aimed at prioritizing younger leaders to drive growth 2. Integration of assets from the $55 billion merger with Hess Corp in the Permian Basin 3. New exploration opportunities in Libya, Iraq, and shale prospects in Argentina, including a lease agreement with Greece for exploration [5] 4. Chevron's unique position as the only major U.S. company operating in Venezuela, with current production of 250,000 barrels per day expected to double by 2030 [5]

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Wingstop reported a second quarter in a row of declining same-store sales for the fourth quarter ended Dec. 27. But despite the 5.8% decline, driven mainly by macroeconomic consumer pressures, the fast-casual chain beat investor expectations and stocks soared on Wednesday.  Overall, in 2025, Wingstop reported 12% systemwide sales growth, offset by a 3% decline in same-store sales. The company is actively executing ...

Core Viewpoint - Wall Street is increasingly adopting cryptocurrencies, with major financial institutions like Bank of America advising clients to allocate a portion of their portfolios to digital assets [1] Group 1: Bank of America's Involvement - Bank of America has increased its stake in Bitmine Immersion Technologies, owning 3,162,085 shares valued at $85.8 million as of Q4 2025, representing a 1,668% increase from its previous holding of 178,808 shares [2] - The bank is recommending a 1%-4% allocation of client portfolios to digital assets, indicating a strategic shift towards embracing cryptocurrencies [1] Group 2: Bitmine Immersion Technologies - Bitmine Immersion transitioned from Bitcoin mining to establishing an Ethereum treasury, with Tom Lee from Fundstrat appointed as chairman [3] - The company aims to acquire 5% of the total ETH supply, currently holding 4,371,497 ETH, which is 3.62% of the total supply, making it the largest corporate ETH treasury [4][5] - Despite its ambitions, Bitmine is facing challenges as the market experiences a crypto winter, with ETH losing 35% of its value in the last three months and BMNR stock down 37% in the same period [5]