The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ind ...

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B. Riley upgraded shares of Snap to Buy from Neutral. ...

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 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: B. Riley upgraded Snap (SNAP) to Buy from Neutral with an unchanged price target of $10 following the Q4 report. The firm sees early signs of progress on a number of Snap's key initiatives, including "sustained strong growth" in revenue from premium subscribers and traction of higher margin advertising formats. ...

Core Viewpoint - Snap's stock price has reached a record low of $5.9, breaking a crucial support level for the first time in its history following the release of its financial results [1] Financial Performance - The company published its financial results which contributed to the significant drop in stock price [1]

Snap, Inc. (NYSE:SNAP) posted upbeat fourth-quarter results on Wednesday.Snap reported quarterly earnings of three cents per share, which beat the consensus estimate for a loss of three cents, according to data from Benzinga Pro. Quarterly revenue came in at $1.72 billion, which beat the analyst consensus estimate of $1.702 billion by 0.84 percent. This is a 10.21 percent increase over sales of $1.557 billion in the same period last year.Daily active users (DAU) fell to 474,000 in the fourth quarter, down f ...

Snap, Inc. (NYSE:SNAP) posted upbeat fourth-quarter results on Wednesday.Snap reported quarterly earnings of three cents per share, which beat the consensus estimate for a loss of three cents, according to data from Benzinga Pro. Quarterly revenue came in at $1.72 billion, which beat the analyst consensus estimate of $1.702 billion by 0.84 percent. This is a 10.21 percent increase over sales of $1.557 billion in the same period last year.Daily active users (DAU) fell to 474,000 in the fourth quarter, down f ...

Core Insights - Snap (SNAP) reported fourth-quarter 2025 earnings of 3 cents per share, exceeding the Zacks Consensus Estimate of a loss of 2 cents, and up from earnings of 1 cent per share in the same period last year [1] - Revenues increased by 10.2% year over year to $1.72 billion, surpassing the Zacks Consensus Estimate by 1% [1] Revenue Breakdown - North America, accounting for 60% of total revenues, saw a 6% year-over-year increase to $1.03 billion [2] - Europe, representing 20% of revenues, experienced a 19% rise to $341 million [2] - Revenues from the Rest of World (ROW), also 20% of revenues, reached $350 million, up 16% year over year [2] - Average revenue per user (ARPU) rose 5% year over year to $3.62, with North America and Europe seeing increases of 12% and 20%, respectively [2] Subscription and User Engagement - Other revenues, primarily from Snapchat+ subscriptions, surged 62% year over year to $232 million, with an annualized run rate exceeding $928 million [3] - Snapchat+ subscribers reached 24 million, reflecting a 71% year-over-year growth [3] - Global daily active users (DAU) reached 474 million, a 5% increase year over year, although there was a loss of three million DAU quarter-over-quarter [4] Advertising Performance - Revenues from In-App Optimizations grew 89% year over year, driven by advancements in app models and new immersive formats [7] - Dynamic Product Ads revenues increased by 19% year over year, supported by large advertisers and a shift from static to dynamic solutions [7] - Sponsored Snaps click-through rates grew 7%, and click-through purchases increased 17% from Q3 to Q4 [8] Financial Metrics - Total active advertisers increased by 28% year over year, aided by improved onboarding and campaign workflows [10] - Cost of revenues rose 5% year over year to $702 million, while adjusted EBITDA increased by 29.6% to $358 million, with an adjusted EBITDA margin expansion of 3 percentage points to 21% [11] Cash Flow and Balance Sheet - As of December 31, 2025, cash, cash equivalents, and marketable securities totaled $2.9 billion, down from $3 billion as of September 30, 2025 [12] - Operating cash flow was $270 million, compared to $146 million in the prior quarter, and free cash flow was $206 million, up from $93 million [12] Future Guidance - For Q1 2026, Snap expects revenues between $1.56 billion and $1.6 billion, indicating a year-over-year growth of 9-12% [13] - The company projects adjusted EBITDA between $205 million and $245 million, with low double-digit revenue growth anticipated for 2026 and an adjusted EBITDA margin expansion of approximately 500 basis points compared to full-year 2025 [13]

Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]