Mueller Industries Inc. (NYSE: MLI) is a prominent player in the manufacturing sector, specializing in copper, brass, aluminum, and plastic products. The company serves various industries, including plumbing, refrigeration, and automotive. As of February 9, 2026, John B. Hansen, a director at Mueller Industries, sold 1,000 shares of common stock at $116.71 each, retaining 90,664 shares. For the full year of 2025, Mueller Industries achieved net sales of $4.2 billion, up from $3.8 billion in 2024. The compan ...

Lantronix's current ratio is approximately 2.75, indicating a strong ability to cover its short-term liabilities with its short-term assets. This financial strength supports the company's ongoing innovations and its ability to address network downtime issues effectively. As Lantronix continues to enhance its network solutions, its financial metrics and recent stock upgrade may attract more investor interest. Lantronix, Inc. (NASDAQ:LTRX) showcased its new automated out-of-band innovations at Cisco Live 2026 ...

Jerash Holdings (NASDAQ: JRSH) specializes in manufacturing and exporting custom sportswear and outerwear for leading global brands. The company reported solid results for its fiscal 2026 third quarter, beating earnings expectations and showing significant year-over-year improvements in key metrics. For the fiscal 2026 third quarter (ended December 31, 2025), JRSH reported earnings per share (EPS) of $0.09, surpassing consensus estimates (which ranged around $0.05 to $0.07). This compares to essentially bre ...

Core Viewpoint - Monday.com (NASDAQ:MNDY) is facing significant challenges despite a strong fourth-quarter performance, with a notable drop in stock price following a weaker-than-expected revenue outlook for 2026 [2][5][6] Financial Performance - The company reported adjusted earnings of $1.04 per share for the fourth quarter, exceeding expectations of 92 cents [3] - Revenue for the fourth quarter increased by nearly 25% to $333.88 million, surpassing forecasts of $329.7 million [3][5] - The non-GAAP operating margin decreased to 12.5%, and the free cash flow margin dropped to 17.0%, raising concerns about slowing growth and margin pressure [3] Stock Performance and Market Reaction - Following the release of its weaker revenue guidance for 2026, Monday.com's stock dropped over 20% [2][6] - The stock experienced a significant decline of over 19% due to concerns about AI's impact on the software industry and disappointing revenue projections for the current quarter [4] - Oppenheimer set a price target of $130 for MNDY, indicating a potential increase of about 70.09% from its current price of $76.43 [1][6] Future Outlook - Monday.com projected its 2026 revenue between $1.45 billion and $1.46 billion, which is below analysts' average estimate of $1.48 billion [2] - For the current quarter, the company projected revenue between $338 million and $340 million, falling short of the $343 million anticipated by analysts [4]

Core Viewpoint - Societe Generale is a significant player in the European banking sector, with a strong performance in 2025 driven by effective cost management and stable net interest income, despite facing challenges in certain segments [2][5]. Group 1: Company Overview - Societe Generale operates in three main segments: French Retail Banking, International Retail Banking and Financial Services, and Global Banking and Investor Solutions [1]. - The company competes with major European banks such as BNP Paribas and Credit Agricole [1]. Group 2: Financial Performance - RBC Capital raised its price target for Societe Generale from EUR 67 to EUR 74, reflecting confidence in the bank's financial performance, which exceeded expectations in 2025 [2][5]. - The bank's strong performance in French Retail operations contributed significantly to its financial success [2]. Group 3: Market Conditions - The European Central Bank's decision to maintain interest rates creates a favorable environment for European banks, including Societe Generale, supporting its operations in core markets [3][5]. - The bank's improved Return on Tangible Equity (ROTE) is reflected in its high price-to-earnings (P/E) ratio, suggesting that the stock may be fairly valued at its current price [3]. Group 4: Stock Performance - Currently, Societe Generale's stock is trading at $17.91, showing a 3.35% increase from the previous day [4]. - The stock has fluctuated between $17.66 and $18 on the current trading day, with a market capitalization of approximately $67.92 billion [4].

Core Viewpoint - Cleveland-Cliffs Inc. reported a mixed financial performance for the fourth quarter, with a notable EPS improvement but revenue falling short of expectations, indicating ongoing challenges in the steel industry [2][3][6]. Financial Performance - The company reported an earnings per share (EPS) of -$0.43, which was better than the Zacks Consensus Estimate of -$0.62, reflecting a positive surprise of 30.08% compared to a loss of $0.68 per share in the same quarter last year [2][6]. - Revenue for the quarter was approximately $4.31 billion, missing the estimated $4.59 billion by 6.66% and slightly lower than the $4.33 billion reported in the same quarter the previous year [3][6]. - Cleveland-Cliffs faced a GAAP net loss of $235 million, translating to a loss of $0.44 per diluted share, while the adjusted net loss was $0.43 per diluted share [4][6]. Liquidity and Financial Ratios - The company maintained a strong liquidity position with $3.3 billion available, indicating its capability to manage financial obligations effectively [4][6]. - The price-to-earnings (P/E) ratio was approximately -3.58, reflecting negative earnings, while the price-to-sales ratio was about 0.37, suggesting the stock is valued at 37 cents for every dollar of sales [5]. - The debt-to-equity ratio stood at 1.47, indicating a higher level of debt compared to equity, and a current ratio of 2.04 suggests strong liquidity, with current assets more than twice its current liabilities [5].

Core Viewpoint - Monday.com shares fell over 21% intra-day after the company provided fiscal 2026 revenue guidance that did not meet analyst expectations, overshadowing a strong fourth-quarter earnings and revenue performance [1] Financial Performance - The company reported adjusted earnings of $1.04 per share for the fourth quarter, surpassing analyst estimates of $0.92 [2] - Revenue increased by 25% year over year to $333.9 million, exceeding the consensus forecast of $329.51 million [2] Future Guidance - For fiscal 2026, Monday.com projected revenue between $1.452 billion and $1.462 billion, which is below analyst expectations of approximately $1.48 billion [2] - The company forecasted first-quarter fiscal 2026 revenue of $338 million to $340 million, indicating roughly 20% year-over-year growth [3] Customer Metrics - There was a 45% increase in customers generating more than $100,000 in annual recurring revenue (ARR), totaling 1,756 [3] - Customers with more than $50,000 in ARR accounted for 41% of total ARR, up from 36% the previous year [3] Retention and Product Performance - The net dollar retention rate was 110%, with a higher rate of 116% among customers with more than $50,000 in ARR [4] - The monday vibe product became the fastest offering in company history to exceed $1 million in ARR [4] Margin Expectations - The company guided for a non-GAAP operating margin of 11% to 12% for fiscal 2026, factoring in a negative foreign exchange impact of 100 to 200 basis points [4]

Core Insights - Becton Dickinson reported first-quarter results that exceeded expectations, but the full-year profit outlook was significantly below analyst forecasts, leading to a more than 3% decline in shares [1] Financial Performance - The company posted adjusted earnings of $2.91 per share for the first quarter, surpassing analyst estimates of $2.81 [2] - Revenue increased by 1.6% year over year to $5.3 billion, exceeding the consensus estimate of $5.15 billion [2] - On a foreign-currency-neutral basis, revenue rose 0.4%, with New BD revenue growing 2.5% [2] Future Guidance - The fiscal 2026 adjusted earnings guidance is set at $12.35 to $12.65 per share, which is well below the analyst consensus of $14.94 [3] - This outlook reflects the impact of the combination of BD's Biosciences and Diagnostic Solutions business with Waters Corporation, which closed on the earnings release date [3] Segment Performance - The Connected Care segment led performance with a reported growth of 5.5%, or 4.7% on a foreign-currency-neutral basis [4] - The BD Interventional segment grew by 5.8% reported, or 5.1% FX-neutral [4] - The Life Sciences segment, which is being separated, declined by 8.3% reported and 10.5% on an FX-neutral basis [4] Revenue Outlook - Becton Dickinson reaffirmed its fiscal 2026 revenue growth outlook, expecting low-single-digit growth on a foreign-currency-neutral basis, with reported revenue growth anticipated in the "low single-digit plus" range [5]

Core Viewpoint - Plains All American Pipeline, L.P. is a significant player in the midstream energy sector, focusing on the transportation, storage, and marketing of crude oil and natural gas liquids, primarily in North America [1] Financial Performance - Plains All American reported fourth-quarter earnings per share of 40 cents, slightly below the analyst consensus of 41 cents, and quarterly sales of $10.56 billion, missing the expected $12.73 billion [2] - Following the earnings report, PAA shares declined by 1.6%, trading at $19.09, with a current stock price of $19.20, reflecting a decrease of 1.03% [4] Market Position and Strategy - Analysts have increased their forecasts for Plains All American despite the earnings misses, indicating confidence in the company's strategic initiatives [3] - The company is focusing on the sale of its Canadian NGL business and the acquisition of Cactus III to enhance efficiency and growth potential in the volatile oil market [3][6] - Today's trading volume for PAA is 1,496,703 shares on the NASDAQ exchange, as the company aims to become a leading North American crude oil midstream provider [5] Price Target and Analyst Outlook - Scotiabank set a price target of $23 for PAA, suggesting a potential upside of 19.57% from its then trading price of $19.24 [2][6]

Group 1 - Apollo Global Management reported fourth-quarter earnings with adjusted earnings per share of $2.47, exceeding analyst estimates by $0.43, and revenue of $9.86 billion, nearly double the consensus forecast of $5.3 billion [1] - Following the earnings announcement, shares rose more than 1% intra-day on Monday [1] - The strong quarter capped a year of "exceptional execution" in 2025, with assets under management reaching approximately $938 billion as of December 31, 2025 [2] Group 2 - Throughout 2025, Apollo positioned itself as a key participant in major financial trends, including financing industrial growth, expanding retirement solutions, and broadening access to private market investments [2] - The company declared a quarterly cash dividend of $0.51 per share of common stock, payable on February 27, 2026, to shareholders of record as of February 19, 2026 [3] - Apollo also announced a cash dividend of $0.8438 per share on its Mandatory Convertible Preferred Stock [3]