华尔街最受关注、能推动市场走势的研究报告现已汇总于此。以下由 The Fly 整理的今日投资者需重点 关注的分析师评级调整。 五大上调评级 五大下调评级 五大首次覆盖评级 五大上调评级 五大下调评级 五大首次覆盖评级 1. B． Riley：将 Snap（SNAP）评级从中性上调至买入，目标价维持10 美元不变。四季度财报发布 后，该机构发现 Snap 多项核心举措已现积极进展，包括高端订阅收入持续强劲增长，以及高利润 率广告形式的落地推广。 2. Seaport Research：将 FuboTV（FUBO）评级从中性上调至买入，目标价3 美元。迪士尼（DIS） Hulu Live 与 FuboTV 合并后的首个季度财报发布后，该股大幅下跌，但该机构认为，当前不确定 性下，这一调整反而带来了优质投资机会。 3. Wolfe Research：将 Zoom 通讯（ZM）评级从同业表现上调至跑赢大盘，目标价115 美元。该机 构认为，公司增长有望重新加速，同时看好其合同中心与电话业务的强劲表现，以及新兴语音人 工智能业务的上行空间。 4. Jefferies：将塞拉尼斯（CE）评级从持有上调至买入，目标价从43 ...

Corteva (NYSE:CTVA) Q4 2025 Earnings call February 04, 2026 09:00 AM ET Company ParticipantsChris Parkinson - Managing DirectorChuck Magro - CEODavid Begleiter - Managing DirectorDavid Johnson - EVP and CFOJosh Spector - Executive DirectorJudd O'Connor - EVP of Seed Business UnitKevin McCarthy - PartnerKim Booth - VP of Investor RelationsKristen Owen - Managing DirectorMichael Sisson - Client Service AssociateRobert King - EVP of Crop Protection Business UnitVincent Andrews - Managing DirectorConference Cal ...

Corteva (NYSE:CTVA) Q4 2025 Earnings call February 04, 2026 09:00 AM ET Company ParticipantsChris Parkinson - Managing DirectorChuck Magro - CEODavid Johnson - EVP and CFOJudd O'Connor - EVP, Seed Business UnitKim Booth - Head of Investor RelationsRobert King - EVP, Crop Protection Business UnitConference Call ParticipantsEdlain Rodriguez - Senior Equity AnalystOperatorThank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to ...

Corteva (NYSE:CTVA) Q4 2025 Earnings call February 04, 2026 09:00 AM ET Speaker6Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to Corteva Agriscience 4Q2025 earnings. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephon ...

February 4, 2026 CTVA 4Q25 EARNINGS Safe Harbor Regarding Forward-Looking Statements Forward-Looking Statements This presentation contains certain estimates and forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, which are intended to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and may be identif ...

Core Insights - Corteva, Inc. reported revenue of $3.91 billion for the quarter ended December 2025, reflecting a 1.7% decline year-over-year and a surprise of -7.49% compared to the Zacks Consensus Estimate of $4.23 billion [1] - The company's EPS was $0.22, down from $0.32 in the same quarter last year, with a positive surprise of +3.14% over the consensus estimate of $0.21 [1] Revenue Performance - Crop Protection revenue was $2.17 billion, below the average estimate of $2.41 billion, marking a year-over-year decrease of -1.5% [4] - Seed revenue totaled $1.74 billion, also below the average estimate of $1.82 billion, with a year-over-year decline of -2% [4] - Revenue from Seed-Other oilseeds was $94 million, exceeding the estimate of $89.86 million, representing an increase of +8.1% year-over-year [4] - Crop Protection revenue from Biologicals was $191 million, slightly above the estimate of $186.79 million [4] - Herbicides revenue was $1.06 billion, below the estimate of $1.14 billion, but showed a year-over-year increase of +3% [4] - Insecticides revenue was $488 million, below the estimate of $557.11 million, reflecting a year-over-year change of -0.4% [4] - Fungicides revenue was $272 million, significantly below the estimate of $357.43 million, with a year-over-year decline of -15% [4] - Other Crop Protection revenue was $160 million, below the estimate of $213.87 million, representing a year-over-year decrease of -18.4% [4] - Seed revenue from Soybean was $164 million, exceeding the estimate of $155.13 million, with a year-over-year increase of +6.5% [4] - Seed revenue from Corn was $1.39 billion, slightly below the estimate of $1.41 billion, reflecting a -1.8% change year-over-year [4] - Seed revenue from Other was $93 million, significantly below the estimate of $138.89 million, with a year-over-year decline of -22.5% [4] - Operating EBITDA for Seed was $124 million, above the average estimate of $103.5 million [4] Stock Performance - Corteva, Inc. shares have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

分组1 - Corteva, Inc. reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, but down from $0.32 per share a year ago, representing an earnings surprise of +3.14% [1] - The company posted revenues of $3.91 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 7.49%, compared to $3.98 billion in the same quarter last year [2] - Corteva, Inc. shares have increased approximately 9.2% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $4.65 billion, and for the current fiscal year, it is $3.61 on revenues of $18.47 billion [7] - The Agriculture - Operations industry, to which Corteva belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

A-1 Corteva, Inc. Consolidated Statements of Operations (Dollars in millions, except per share amounts) | | | | Three Months Ended | | | | Twelve Months Ended | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | December 31, | | | | December 31, | | | | | 2025 | | 2024 | | 2025 | | 2024 | | Net sales | $ | 3,910 | $ | 3,978 | $ | 17,401 | $ | 16,908 | | Cost of goods sold | | 2,254 | | 2,496 | | 9,172 | | 9,529 | | Research and development expense | | 413 | | 365 | | 1,474 | | 1,402 | | Selli ...

1. Organic Sales, Operating EPS, Free Cash Flow, and Operating EBITDA are non-GAAP measures. See page 6 for further discussion. 2. North America is defined as U.S. and Canada. EMEA is defined as Europe, Middle East and Africa. 3. The Company does not provide the most comparable GAAP measure on a forward-looking basis. See page 7 for further discussion. 4. Not meaningful. INDIANAPOLIS, Feb. 3, 2026 /PRNewswire/ -- Corteva, Inc. (NYSE: CTVA) ("Corteva" or the "Company") today reported financial results for th ...

Key Takeaways CTVA is seeing strong performance in Crop Protection, driven by new products and volume growth.Corteva's Seed segment benefits from advanced genetics, higher out-licensing and execution across key markets.CTVA faces near-term risks from weak crop prices, pressured farm incomes and macro headwinds.Corteva, Inc. (CTVA) is slated to report fourth-quarter 2025 results on Feb. 3, after market close. The company is likely to report a bottom-line decline when it posts the quarterly results.The Zacks ...