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ReNew Energy Global Q3 Earnings Call Highlights
Yahoo Finance· 2026-02-16 15:12
Asked whether ReNew plans to manufacture BESS, Sinha said the company has not “actively looked at” battery manufacturing. He cited the lack of import restrictions on batteries and cells from China, rapid technology shifts in batteries requiring specialized expertise, and the view that cell manufacturing is largely driven by electric vehicle demand—an end market ReNew is not targeting.In discussing economics, Sinha said solar has historically delivered higher returns than wind due to long-term capex reductio ...
Ameriprise Financial CFO Touts Integrated Model, Advisor Growth and Bigger Buybacks at BofA Conference
Yahoo Finance· 2026-02-16 15:12
He said the bank has grown to nearly $23 billion in assets and is intended to deepen client relationships while contributing stable earnings. Berman pointed to planned offerings including checking accounts, home equity lines of credit, and expanded pledge loans as part of broadening capabilities for wealth clients.In discussing profitability drivers in wealth management and related bank cash, Berman framed Ameriprise’s approach as a “stewardship model” focused on meeting client needs profitably, operating e ...
I Asked ChatGPT How To Do My Taxes for Free in 2026 — Here’s Exactly How
Yahoo Finance· 2026-02-16 15:11
Tax season makes most people reach for their wallets, but it doesn’t have to. I asked ChatGPT to break down every legitimate way to file taxes without paying a dime, and the answer was way more detailed than I expected. Turns out you can file for free, but the path depends on your income, what state you live in and how complicated your tax situation is. The IRS Actually Wants You To File for Free The best option most people don’t know about is IRS Direct File. It’s completely free for federal taxes and ...
Investment Manager Bets Big on TFSL, Adds 470,000 Shares, According to Recent SEC Filing
Yahoo Finance· 2026-02-16 15:09
On February 13, 2026, Gator Capital Management, LLC disclosed a new position in TFS Financial Corporation (NASDAQ:TFSL), acquiring 470,125 shares—an estimated $6.29 million trade based on quarterly average pricing. What Happened According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Gator Capital Management, LLC initiated a new position in TFS Financial Corporation during the fourth quarter. The fund acquired 470,125 shares, with the estimated transaction value at $6.29 m ...
Ares Management Corp (ARES) Deepening Exposure to the AI Space
Yahoo Finance· 2026-02-16 15:06
Core Viewpoint - Ares Management Corp is positioned as a strong long-term investment opportunity, with significant growth potential highlighted by its recent performance and strategic initiatives [1][4]. Financial Performance - For Q4 2025, Ares Management reported an EPS of $1.45 and revenue of $1.5 billion, which were below analyst expectations of $1.70 EPS and $1.52 billion in revenue [3]. - The company achieved a 27% year-over-year increase in management fees and surpassed $100 billion in fundraising for the year, raising its assets under management to over $600 billion [3]. Growth Strategy - CEO Michael Arougheti outlined growth priorities including expansion in private credit, digital infrastructure, and real estate, with a focus on AI integration to enhance efficiency [2]. - The company has set ambitious targets of 16%–20% annual growth in fee-related earnings (FRE) and over 20% growth in revenue [2]. Market Position and Outlook - Ares Management has $150 billion in dry powder and a strong deal pipeline, indicating confidence in capitalizing on favorable market conditions [2]. - Raymond James upgraded ARES stock to a Strong Buy with a price target of $157, citing a robust outlook for fee-related earnings growth through 2028 [4]. Dividend and Investment Case - Ares Management offers a 4.1% common dividend yield, which supports the investment case for ARES stock, especially considering that over $100 billion of its assets under management are not yet earning fees [5]. Company Overview - Ares Management Corp is a global alternative investment manager with nearly $623 billion in assets under management, operating across private equity, credit, and real estate markets [6].
Snap Inc (SNAP) Pivoting to Profitable Growth
Yahoo Finance· 2026-02-16 15:06
Snap Inc (NYSE:SNAP) is one of the best NYSE stocks to buy for the long term. On February 12, Citi lowered its price target on Snap Inc (NYSE:SNAP) to $6 from $10 while keeping a Neutral rating on the shares. The firm updated its model following the company’s Q4 results. According to the analyst, Snap continues to face challenges from weak brand advertising demand. Snap Inc (SNAP) Pivoting to Profitable Growth Photo by Thought Catalog on Unsplash Earlier on February 4, Snap Inc released its Q4 2025 earn ...
Celestica Inc (CLS): Analysts Bullish Amid Strong 2026 Outlook
Yahoo Finance· 2026-02-16 15:06
Celestica Inc (NYSE:CLS) is one of the best NYSE stocks to buy for the long term. Celestica Inc (NYSE:CLS) reported its Q4 2025 earnings on January 28. Revenue soared 44% YoY to $3.65 billion, as adjusted EPS jumped to $1.89 from $1.11 in the prior year. Celestica Inc (CLS): Analysts Bullish Amid Strong 2026 Outlook Carol Gauthier/Shutterstock.com On the back of the strong finish to 2025, Celestica raised its outlook for 2026. It now expects 2026 revenue of $17 billion, which is a $1 billion boost to th ...
Twilio Inc (TWLO) Gains Analyst Confidence with Strong Growth
Yahoo Finance· 2026-02-16 15:06
Core Viewpoint - Twilio Inc (NYSE:TWLO) is considered a strong long-term investment following its robust Q4 results, with a Buy rating and a price target of $145 set by Needham [1][3]. Financial Performance - Twilio reported Q4 revenue of $1.37 billion, a 14% increase year-over-year, surpassing the consensus estimate of $1.32 billion [3]. - Adjusted EPS for the quarter was $1.33, exceeding estimates by $0.10 [3]. - Organic revenue growth was recorded at 12%, with significant improvements in operating income and free cash flow [3]. Future Guidance - For 2026, management anticipates 8.5% organic growth, which is viewed as conservative by Needham [4]. - The company has set a new operating income target of $1.23 billion for FY 2027, reflecting a 17% increase from FY 2025 guidance [4]. Credit Rating and Outlook - Moody's upgraded Twilio's rating to Ba1 from Ba2, citing a stable outlook supported by the company's solid market position and growth potential [4]. - Moody's projects Twilio will experience high single-digit growth or greater over the next two years, driven by increased usage and advancements in communications software [5]. Financial Strategy - Twilio is expected to maintain cash levels exceeding debt over the next two years, with share repurchases moderating [5].
Block Inc (XYZ) Faces Mixed Outlook with Growth and Challenges
Yahoo Finance· 2026-02-16 15:06
Block Inc (NYSE:XYZ) is one of the best NYSE stocks to buy for the long term. On February 12, Morgan Stanley kept its Equalweight rating and $72 price target on Block Inc. (NYSE:XYZ), noting slower growth in Square’s payment volumes. The firm now expects Q4 2025 Seller GPV growth of 10.3% year‑over‑year, down from 12.7%, with U.S. growth at 7% and international growth at 26%. Square’s gross profit growth is projected at 8%, lower than earlier estimates, due to processor transition impacts that may last unt ...
Arista Networks Inc (ANET) Strengthens Position in AI Networking
Yahoo Finance· 2026-02-16 15:06
Arista Networks Inc (NYSE:ANET) is one of the best NYSE stocks to buy for the long term. Arista Networks Inc (NYSE:ANET) reported strong fourth‑quarter results on February 12, with earnings and revenue beating expectations. Adjusted EPS came in at $0.82 versus $0.76 expected, while revenue rose to $2.49 billion, up 29% year‑over‑year. Arista Networks Inc (ANET) Strengthens Position in AI Networking CEO Jayshree Ullal said 2025 validated the company’s “Arista 2.0” strategy, highlighting growth in AI netwo ...