Core Insights - Uber Technologies, Inc. reported fourth-quarter 2025 earnings that fell short of analyst expectations despite achieving double-digit revenue growth and record cash flow generation [1] - The company posted adjusted earnings per share of $0.71, missing the consensus estimate of $0.80 by 11% [1] - Revenue reached $14.4 billion, slightly above analyst expectations of $14.32 billion, marking a 20% year-over-year increase [1] Financial Performance - Quarterly trips increased by 22% to 3.8 billion, while gross bookings rose by 22% to $54.1 billion [2] - Uber generated record operating cash flow of $2.9 billion during the quarter and free cash flow of $2.8 billion, representing a 65% year-over-year increase [2] - Adjusted EBITDA rose by 35% to $2.5 billion, with margin improving to 4.6% of gross bookings from 4.2% a year earlier [2] Future Outlook - The company's first-quarter 2026 outlook disappointed investors, forecasting non-GAAP EPS of $0.65 to $0.72, below the consensus estimate of $0.75 [3] - Gross bookings are expected to range from $52.0 billion to $53.5 billion, representing constant-currency growth of 17% to 21% [3] - By segment, Mobility revenue rose by 19% year over year to $8.2 billion, Delivery revenue increased by 30% to $4.9 billion, and Freight revenue remained flat at $1.27 billion [3]

Core Insights - The New York Times Company reported fourth-quarter earnings and revenue that exceeded analyst expectations, but weaker first-quarter guidance negatively impacted investor sentiment, leading to a more than 7% drop in shares during premarket trading [1] Financial Performance - Adjusted earnings per share were $0.89, surpassing the consensus estimate of $0.86 [1] - Revenue increased by 10.4% year over year to $802.3 million, exceeding analyst expectations of $785.68 million [1] Subscription and Advertising Revenue - Digital subscription revenue rose by 13.9% to $381.5 million, driven by the addition of approximately 450,000 net digital-only subscribers during the quarter, bringing total subscribers to 12.78 million [2] - Digital advertising revenue surged by 24.9% to $147.2 million, supported by strong marketer demand and expanded ad inventory [2] Profitability Metrics - Operating profit increased by 10.2% to $161.6 million, while adjusted operating profit rose by 12.8% to $192.3 million [3] - Adjusted operating margin expanded to 24.0%, up roughly 50 basis points from a year earlier [3] Future Guidance - The company forecasts first-quarter 2026 digital-only subscription revenue growth of 14% to 17% and total subscription revenue growth of 9% to 11% [3] - Digital advertising revenue is expected to grow in the high-teens to low-twenties percentage range [3]

Core Insights - Stanley Black & Decker reported fourth-quarter adjusted earnings that surpassed analyst expectations, but revenue fell short due to weaker North American retail demand [1][2] - Shares declined over 4% in premarket trading following the earnings release [1] Financial Performance - Adjusted earnings per share were $1.41, exceeding the consensus estimate of $1.28 [2] - Revenue reached $3.7 billion, below the expected $3.78 billion and down 1% year-over-year [2] - Organic revenue declined by 3% year-over-year, primarily due to a 7% decline in volumes [2] - Higher pricing contributed positively by 4%, and favorable foreign exchange impacts added 2% [2] Profitability and Future Outlook - Adjusted gross margin improved by 210 basis points year-over-year to 33.3%, aided by pricing actions, tariff mitigation, and supply chain cost reductions [3] - For 2026, the company projected adjusted earnings per share between $4.90 and $5.70, indicating a potential 13% growth at the midpoint [3] - Expected free cash flow is projected to be between $700 million and $900 million [3]

Core Viewpoint - Eli Lilly and Company has issued a full-year revenue forecast that significantly exceeds analyst expectations, driven by strong demand for its weight-loss and diabetes treatments, resulting in an over 8% increase in shares during premarket trading [1] Group 1: Financial Performance - The company reported fourth-quarter revenue of $19.29 billion, marking a 43% year-over-year increase and surpassing Bloomberg consensus estimates of $18.01 billion [2] - Growth was primarily driven by strong volume increases in Zepbound and Mounjaro, which generated sales of $4.26 billion and $7.41 billion, respectively, both exceeding Wall Street forecasts [2] - U.S. volumes expanded by 50% during the quarter, contributing to a 43% increase in U.S. revenue, which reached $12.9 billion [2] Group 2: International Performance - Internationally, Mounjaro continued to support volume growth, partially offsetting pressures related to Jardiance, a diabetes drug developed in partnership with Boehringer Ingelheim [3] - International results were positively impacted by a one-time $300 million benefit tied to changes in the Jardiance collaboration during the quarter [3] Group 3: Future Guidance - The company has guided for full-year revenue between $80 billion and $83 billion, with earnings per share projected to be between $33.50 and $35.00 [4]

Core Insights - Boston Scientific Corporation reported fourth-quarter results that surpassed revenue and earnings expectations, but weakness in its electrophysiology business negatively impacted investor sentiment, leading to a more than 9% decline in shares during premarket trading [1] Financial Performance - The company reported fourth-quarter revenue of $5.29 billion, slightly above Stifel's estimate of $5.25 billion and the consensus forecast of $5.28 billion, with organic revenue growth for the quarter reaching 15.9% [1] - Earnings per share were reported at $0.80, exceeding Stifel's estimate of $0.77 and the consensus forecast of $0.78, attributed to a lower-than-expected effective tax rate of approximately 9.3% [3] Segment Performance - The electrophysiology segment, which represented roughly 17% of total quarterly revenue, underperformed expectations with segment revenue totaling $890 million, significantly below the consensus estimate of $933 million, primarily due to softer demand in the U.S. market [2] Future Guidance - For 2026, the company guided for organic revenue growth of 10% to 11% and earnings per share in the range of $3.43 to $3.49, with first-quarter organic revenue growth expected to range from 8.5% to 10%, indicating stronger growth anticipated in the latter half of the year [3]

Core Insights - AbbVie Inc. reported fourth-quarter earnings and revenue that surpassed Wall Street expectations, driven by strong performance in its immunology and neuroscience segments, although shares fell over 2% in premarket trading after the announcement [1] Financial Performance - The company posted adjusted earnings per share of $2.71 for the quarter, exceeding the consensus estimate of $2.65 [2] - Revenue reached $16.62 billion, surpassing analyst expectations of $16.39 billion, reflecting a year-over-year growth of 10.0%, or 9.5% on an operational basis [2] Segment Performance - Immunology was the main growth driver, with global net revenues increasing by 18.3% to $8.63 billion [3] - Skyrizi generated $5.01 billion in sales, marking a 32.5% increase from the previous year, while Rinvoq contributed $2.37 billion, representing a growth of 29.5% [3] - Sales of Humira declined by 25.9% to $1.25 billion due to biosimilar competition, but the gains in Skyrizi and Rinvoq offset this decline [3] - The neuroscience portfolio also performed well, with revenue rising 17.9% to $2.96 billion [4] - Vraylar sales increased by 10.5% to $1.02 billion, and Botox Therapeutic revenue advanced by 13.4% to $990 million [4] - The oncology portfolio saw a slight decline of 1.5% to $1.66 billion, primarily due to a 20.8% drop in Imbruvica sales, although growth in Venclexta and Elahere partially offset this [4] Future Guidance - AbbVie provided full-year 2026 adjusted earnings guidance of $14.37 to $14.57 per share, which is above the analyst consensus of $14.22 [5]

On February 4, 2026, Telsey Advisory maintained its "Outperform" rating for Chipotle, signaling confidence in the company's long-term potential. However, the price target was slightly adjusted from $50 to $48. At the time, Chipotle's stock was trading at $39.05, reflecting market conditions and investor sentiment. Chipotle Mexican Grill (NYSE:CMG) continues to attract investor interest with its focus on fresh ingredients and sustainability. Telsey Advisory maintains an "Outperform" rating for Chipotle, with ...

Core Viewpoint - Tapestry, Inc. is a prominent player in the retail apparel and shoes industry, recognized for its luxury brands and strategic growth initiatives [1] Earnings Expectations - Tapestry is scheduled to release its quarterly earnings report on February 5, 2026, with analysts forecasting an earnings per share (EPS) of $2.20 and revenue of approximately $2.32 billion [2][6] Historical Performance - The company has a track record of exceeding earnings estimates, with a recent average surprise of 6.69% and a notable earnings report last quarter where it achieved $1.38 per share against a consensus estimate of $1.25, resulting in a 10.40% surprise [3][4][6] Financial Health - Tapestry's financial metrics include a high P/E ratio of 101.50, a price-to-sales ratio of 3.69, and an enterprise value to sales ratio of 4.17, indicating strong market valuation. The debt-to-equity ratio stands at 10.51, reflecting significant reliance on debt, while the current ratio of 1.52 suggests sufficient liquidity to meet short-term obligations [5][6]

Core Viewpoint - Exxon Mobil Corporation is a leading player in the oil and gas industry, with a new price target set by BMO Capital at $155, indicating a potential increase of 7.8% from its current trading price of $143.78 [1][6] Group 1: Stock Performance - The stock has recently increased by $5.38, representing a 3.89% rise, bringing it closer to the new price target [2][6] - The stock's price has fluctuated between $138.31 and $145.01, with $145.01 being the highest price over the past year, reflecting volatility common in the energy sector [2] - Exxon Mobil's market capitalization is approximately $606.34 billion, indicating its substantial size and influence in the industry [3] Group 2: Investor Activity - The trading volume of 32.82 million shares indicates strong investor interest and activity, which can impact the stock's price movement [3] Group 3: Strategic Developments - Exxon Mobil is resolving a dispute with Sintana Energy Inc. regarding the VMM-37 block in Colombia, which involves cash payments totaling $9 million contingent on certain conditions [4] - This resolution could positively impact Exxon Mobil's operations in Colombia, enhancing its exploration and production capabilities in the region [5][6]

Core Viewpoint - Amgen Inc. is experiencing strong performance and positive analyst outlook despite facing some challenges, with a maintained "Buy" rating and an increased price target from Cowen & Co. [1][5] Financial Performance - Amgen's fourth-quarter performance in 2025 exceeded expectations for both revenue and earnings per share, supporting a positive outlook from analysts [2][5] - The stock price is currently $338.59, reflecting a 1.80% decrease or $6.20 drop, with a market capitalization of approximately $182.32 billion [4] Growth Prospects - Key products like Repatha and Uplizna are expected to drive future growth, offsetting losses from Prolia and Xgeva [2][5] - Despite regulatory uncertainties and pipeline attrition, Amgen's long-term prospects remain strong, bolstered by positive data from Repatha and progress with MariTide [3][5] Market Activity - The stock has fluctuated between $338.59 and $349.50 today, with a yearly high of $353.25 and a low of $261.43 [4]