Core Insights - Fomento Economico Mexicano, S.A.B. de C.V. (FMX) is expected to report fourth-quarter 2025 earnings on February 25, with anticipated growth in both revenue and earnings [1][9] Revenue and Earnings Estimates - The Zacks Consensus Estimate for FMX's fourth-quarter revenues is $12.4 billion, reflecting a growth of 24.6% compared to the same quarter last year [1][9] - The consensus estimate for quarterly earnings is $1.53 per share, a significant increase from 46 cents reported in the previous year [2][9] - The earnings estimate has decreased by one cent in the past 30 days [2] Business Growth Factors - FEMSA is experiencing growth across its business units, supported by effective growth strategies and investments in digital and technology-driven initiatives [3] - The Digital@FEMSA unit is focused on creating a digital and financial ecosystem, with successful products like the OXXO digital wallet and loyalty program [3] - The company is expanding its footprint in the specialized distribution industry, which is part of its strategy to invest in adjacent businesses and leverage capabilities across different markets [4] Cost Pressures - FEMSA is facing cost pressures from inflation, rising labor expenses, and supply-chain inefficiencies, which may negatively impact profitability [5] Earnings Prediction - The company's Earnings ESP is +3.92%, and it holds a Zacks Rank of 3, indicating a potential earnings beat [6] Market Performance and Valuation - FEMSA's shares have increased by 8.4% over the past three months, while the industry has grown by 12.5% [7] - The company is trading at a forward 12-month P/E multiple of 24.64X, which is higher than the industry average of 20.08X [7]

Key Takeaways VRSK Q4 EPS rose 13% to $1.82, beating estimates as revenues climbed 5.9% to $778.8M.VRSK's underwriting revenues jumped 8.7% to $556M, lifting adjusted EBITDA margin to 56.1%.VRSK guides fiscal 2026 revenues of $3.19B-$3.24B and EPS of $7.45-$7.75, both below the consensus estimate.Verisk (VRSK) reported impressive fourth-quarter fiscal 2025 results, with both earnings and revenues beating the Zacks Consensus Estimate.VRSK’s adjusted earnings were $1.82 per share, surpassing the Zacks Consens ...

Core Insights - USA Rare Earth, Inc. (USAR) is advancing rare earth mining and magnet manufacturing in the U.S., particularly through the Round Top mining project in Texas and a magnet production facility in Oklahoma, but remains in the pre-revenue phase with ongoing operating losses since inception [1][8] Financial Performance - In Q3 2025, USAR's selling, general and administrative expenses rose to $11.4 million from $0.8 million year-over-year, driven by increased legal and consulting costs, workforce expansion, and additional overheads [2] - Research and development expenses increased to $4.45 million from $1.16 million in the same period due to higher employee-related costs linked to staff expansion, resulting in a loss of 25 cents per share for the third quarter [3] - The company anticipates that the Round Top project will commence commercial production in late 2028, two years earlier than previously planned, but expects substantial project development outlays and operating expenses to remain a short-term drag until revenue generation begins [4][8] Peer Comparison - Trilogy Metals Inc. (TMQ) maintains financial discipline while advancing its Upper Kobuk Mineral Projects, managing expenditures effectively amid significant investment requirements [5] - NioCorp Developments Ltd. (NB) is experiencing cost pressures, with total operating expenses significantly increasing year-over-year due to advancements in the Elk Creek Project, which may affect margin performance if not controlled [6] Market Performance - USAR shares have gained 72.1% over the past year, outperforming the industry growth of 47.3% [7] - The company is currently trading at a forward price-to-earnings ratio of negative 65.60X, compared to the industry's average of 15.85X, and holds a Value Score of F [10] Earnings Estimates - The Zacks Consensus Estimate for USAR's 2026 earnings has increased over the past 60 days, with current estimates showing a loss of $0.76 per share for the current year and $0.23 for the next year [12][13]

Core Insights - Duolingo (DUOL) is focusing on long-term user growth and teaching quality over immediate monetization, which may impact short-term financial metrics [2][4][9] - The company is experiencing a slowdown in daily active user growth, prompting a strategic shift to enhance the core learning experience [2][9] - Duolingo's stock has declined 74% over the past year, contrasting with a 12% decline in the industry [8] Financial Performance - Duolingo's forward price-to-earnings ratio is 26.95X, significantly higher than the industry average of 21.58X [10] - The Zacks Consensus Estimate for Duolingo's 2026 earnings has been declining over the past 60 days, indicating potential challenges ahead [10] Strategic Direction - Management's pivot towards improving educational quality is seen as a long-term value creation strategy, despite potential short-term revenue trade-offs [4][5] - The focus on course quality aims to differentiate Duolingo in a competitive, AI-driven market [4] Peer Comparison - Coursera (COUR) is also investing in content quality and user engagement, facing similar challenges in balancing short-term monetization with long-term growth [6] - Chegg (CHGG) has historically prioritized monetization but is now adapting to a changing education landscape, highlighting the risks associated with slower user growth [7]

Group 1: 13F Filings Overview - 13F disclosures are quarterly reports that institutional investors with $100 million or more in assets under management must file with the SEC, providing insights into their investment strategies [1][2] - The reports include details such as the name of the security, type of security, number of shares or contracts held, fair market value, and the percentage of the portfolio that the position comprises [1] Group 2: Notable Investments in AI - Stanley Druckenmiller made a $64 million investment in Bloom Energy (BE), capitalizing on the increasing demand for energy in AI data centers [2][3] - Ray Dalio's Bridgewater has increased its investments in large-cap tech stocks, despite concerns over the fiscal deficit [3][6] - Nvidia has made a strategic $5 billion investment in Intel (INTC), with 50.30% of its investment portfolio currently allocated to Intel [4][6] Group 3: Institutional Investments in AI Infrastructure - BlackRock disclosed an $800 million position in Nebius (NBIS), representing a 39.418% increase quarter-over-quarter, indicating a strong interest in AI infrastructure [5][6] - David Tepper doubled his position in Micron (MU), betting on the continuation of the AI-driven memory chip shortage [8] Group 4: Summary of Major Investments - Major investments reported include $695 million in Nvidia (NVDA), $487 million in Alphabet (GOOGL), $395 million in Microsoft (MSFT), and $388 million in Amazon (AMZN) [7] Group 5: Conclusion on 13F Filings - While 13F filings represent a snapshot of past investments, they are crucial for monitoring trends and aligning portfolios with successful investors as the AI revolution accelerates [9]

Core Insights - SolarEdge Technologies, Inc. (SEDG) reported a narrower adjusted loss of 14 cents per share for Q4 2025, improving from a loss of $3.52 per share in the prior-year quarter and better than the Zacks Consensus Estimate of a loss of 63 cents [1][8] - For the full year 2024, SEDG incurred an adjusted loss of $2.38 per share, which was also narrower than the Zacks Consensus Estimate of a loss of $2.65, and improved from a loss of $22.99 per share in the previous year [2] Revenue Performance - SEDG's revenues for Q4 2025 reached $335.4 million, exceeding the Zacks Consensus Estimate of $325 million by 3.2% and representing a 70.9% increase from $196.2 million in the same quarter last year [3][8] - For the full year 2024, the company generated revenues of $1.18 billion, significantly higher than the prior year's $0.90 billion, aligning with the Zacks Consensus Estimate [3] Operational Highlights - In Q4 2025, SEDG shipped approximately 98.8 thousand inverters, 2.87 million optimizers, and 280 MWh of batteries for PV applications [4][8] - The company reported an adjusted gross profit of $74.5 million, a significant recovery from an adjusted gross loss of $112.3 million in the prior-year period [4] - Adjusted operating expenses decreased by 18.9% year over year to $122.8 million [4] Financial Performance - As of December 31, 2025, SEDG had cash and cash equivalents of $455.1 million, up from $274.6 million a year earlier [6] - Total long-term liabilities increased slightly to $951.2 million from $930.8 million as of December 31, 2024 [6] - The net cash provided by operating activities in 2025 was $104.3 million, compared to cash used of $313.3 million in the previous year [6] Q1 2026 Guidance - SEDG expects revenues for Q1 2026 to be in the range of $290-$320 million, with the Zacks Consensus Estimate at $291.7 million, which is lower than the midpoint of the company's guidance [7][9] - Adjusted operating expenses are projected to be between $88-$93 million, with an expected adjusted gross margin of 20-24% [9]

Core Viewpoint - Berkshire Hathaway (BRK.B) is anticipated to show an increase in revenues but a decline in earnings for the fourth quarter of 2025, with revenues expected to reach $102.9 billion, reflecting an 8.4% year-over-year growth, while earnings per share are projected at $5.19, indicating a 22.9% decrease from the previous year [1][2][7]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for BRK.B's fourth-quarter revenues is $102.9 billion, marking an 8.4% increase from the prior year [1]. - The consensus estimate for earnings is $5.19 per share, unchanged over the past 30 days, suggesting a year-over-year decline of 22.9% [2]. Earnings Surprise History - Berkshire Hathaway has a mixed earnings surprise history, beating the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 19.18% [3]. Earnings Prediction Model - The current model does not predict an earnings beat for BRK.B, as it lacks the necessary combination of a positive Earnings ESP and a favorable Zacks Rank [4][5]. Factors Influencing Q4 Results - The insurance operations are expected to benefit from improved pricing, strong policy retention, and higher average auto premiums, while underwriting profitability may have been supported by a mild catastrophe environment [6][7]. - GEICO is likely to report gains from increased policies, higher premiums, and improved operating efficiencies [8]. - The railroad subsidiary, BNSF, may face challenges from an unfavorable business mix but could see support from higher unit volumes and reduced operating expenses [9]. - The utilities and energy segment is expected to perform strongly due to increased contributions from natural gas pipelines [9]. - The Service and Retail divisions are likely to benefit from a strengthening economic backdrop, contributing to revenue growth and margin expansion [10]. Valuation and Performance - BRK.B's stock has outperformed the industry but underperformed compared to the sector and the S&P 500 in Q4 2025 [11]. - The stock is trading at a price-to-book value of 1.55X, which is lower than the industry's 1.48X, indicating attractive valuation compared to other insurers [12]. Business Model and Financial Stability - The insurance operations are a core component of Berkshire's business model, accounting for approximately one-quarter of total revenues and serving as a key growth engine [12]. - The insurance float has increased from around $114 billion in 2017 to $176 billion by Q3 2025, providing a low-cost capital source for investments [17]. - Berkshire's strong financial position supports steady share repurchases, contributing to long-term shareholder value [18]. Investment Considerations - Berkshire Hathaway's diversified business model offers stability and potential growth, particularly in its insurance segment, which is expected to benefit from solid results at GEICO and higher interest income [19]. - However, factors such as premium valuation, unfavorable return on capital, and expected earnings decline suggest caution for investors considering BRK.B stock at this time [20].

Core Insights - Keurig Dr Pepper Inc. (KDP) is expected to report fourth-quarter 2025 results on February 24, with projected revenue of $4.36 billion, reflecting a 7.2% increase year-over-year [1][9] - The consensus estimate for KDP's earnings per share (EPS) remains at 59 cents, indicating a 1.7% year-over-year growth [2] Financial Performance - KDP's Refreshment Beverages segment is projected to generate $2.7 billion in revenue, a 12.5% increase from the previous year, driven by pricing and volume gains [5][9] - The company has achieved an average earnings surprise of 3.1% over the last four quarters, with the last quarter showing a break-even earnings surprise [2] Growth Drivers - Continued strength in brand performance, pricing actions, and expansion initiatives are contributing positively to KDP's results [3][4] - The company is focusing on premium and cold coffee innovations, along with partnerships to enhance its product portfolio [4] Challenges - KDP faces challenges from tariff and inflationary pressures, particularly in green coffee prices, and has been experiencing a sluggish performance in its Coffee segment [6][9] - Elevated selling, general and administrative (SG&A) costs, including increased marketing investments, are also impacting profitability [6] Valuation - KDP's stock is currently trading at a forward price-to-earnings ratio of 13.25x, which is below its five-year high of 23.33x and the industry average of 20.08x, indicating potential value for investors [7] Market Performance - KDP's shares have increased by 8.4% over the past three months, compared to the industry's growth of 12.5% [8]

Key Takeaways Caterpillar posted record Q4 2025 revenues of $19.1B, up 18%, with EPS returning to growth.CAT guides 2026 revenues near upper 5-7% CAGR, anticipates a $2.6B tariff impact.Deere faces a 2026 net income decline and tariff costs, with earnings estimates trending lower.Caterpillar Inc. (CAT) and Deere & Company (DE) remain two of the most prominent players in the heavy machinery space. Caterpillar, widely recognized for its yellow equipment, caters to diverse end markets such as construction, min ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...