Workflow
Software Bear Market: 2 Stocks With Massive Upside, According to Wall Street
Yahoo Finance· 2026-02-15 19:35
In fact, new AI tools that Wix is developing to help further improve its website development platform should increase its addressable market. We are already seeing this in the numbers. Revenue growth accelerated to 14% last quarter, up from 13% in the same quarter a year ago. It is not a huge acceleration, but it clearly shows that AI tools are not killing Wix's website development growth engine. The company has also acquired start-up Base44, which helps users build mobile apps without coding. This fits per ...
Veteran trader makes eye-popping call on Palantir amid software slump
Yahoo Finance· 2026-02-15 19:33
Shares of Palantir Technologies Inc. (PLTR) are down more than 3% over the past week, driven by a broader sell-off in the software sector. Adjusted earnings for the fourth quarter came in at 25 cents per share, ahead of the 23-cent consensus. Revenue rose 70% year over year to $1.41 billion, beating Wall Street estimates of $1.33 billion. U.S. revenue accounted for 76% of the total, with the government segment generating $570 million (up 66% year over year) and the commercial business $507 million (up 137% ...
'Not Just Red Numbers On A Screen'—A Seasoned Investor Warns Most New Investors Have Never Seen A Real Crash When Conviction Is Truly Tested
Yahoo Finance· 2026-02-15 19:32
For years, markets have rewarded people who simply kept buying. Every dip seemed temporary. Every selloff felt like a sale. But one seasoned investor recently issued a reminder: what many newer investors have experienced isn't the same as a true, prolonged market crash. One investor who lived through 2008 described watching their portfolio fall by half. "It's pretty gut-wrenching watching your portfolio and your whole plan drop 50% in 5 months," they said. "I did stay invested and stayed the course, but it ...
FFIV DEADLINE: ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages F5, Inc. Investors to Secure Counsel Before Important February 17 Deadline in Securities Class Action - FFIV
TMX Newsfile· 2026-02-15 19:16
Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities between October 28, 2024, and October 27, 2025, of the upcoming lead plaintiff deadline for a class action lawsuit on February 17, 2026 [1]. Group 1: Class Action Details - Investors who bought F5 securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - To serve as a lead plaintiff, individuals must file a motion with the Court by February 17, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. Group 3: Case Allegations - The lawsuit alleges that F5's management misled investors about the company's revenue outlook and growth potential while downplaying risks related to seasonality and macroeconomic factors [5]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, leading to investor damages when the truth was revealed [5].
ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Kyndryl Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - KD
TMX Newsfile· 2026-02-15 19:16
Core Points - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of Kyndryl Holdings, Inc. securities between August 7, 2024, and February 9, 2026, alleging misleading statements and financial misstatements [1][5] - Investors who purchased Kyndryl securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - The lawsuit claims that Kyndryl's financial statements were materially misstated, lacked adequate internal controls, and that the company would be unable to timely file its Quarterly Report for the quarter ended December 31, 2025 [5] Legal Process - To join the Kyndryl class action, interested parties can visit the provided link or contact the law firm directly [3][6] - A lead plaintiff must move the Court by April 13, 2026, to represent other class members in the litigation [1][3] - No class has been certified yet, and investors can choose to remain absent or select their own counsel [7] Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time [4] - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]
Diamond Hill Select Strategy Q4 2025 Portfolio Review
Seeking Alpha· 2026-02-15 19:07
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
The Week in EV Stocks: Rivian Gains 19.8% While Tesla Lags Behind | RIVN, TSLA
247Wallst· 2026-02-15 19:06
Core Insights - Rivian (RIVN) experienced a significant stock increase of 19.8% this week, closing at $17.73, while Tesla (TSLA) only gained 1.5% during the same period [1] - Rivian's Q4 earnings report revealed a gross profit of $120 million and a year-over-year cost improvement of over $7,200 per vehicle [1] - The company's software revenue surged 109% to $447 million in Q4, now constituting over one-third of total revenue [1] Financial Performance - Rivian's Q4 revenue reached $1.29 billion, exceeding estimates by $13 million, despite a 45% year-over-year decline in automotive revenue to $839 million [1] - The decline in automotive revenue was attributed to a $270 million drop in regulatory credit sales and reduced demand following the expiration of the federal EV tax credit [1] - Rivian reported an adjusted loss of $0.53 per share, better than the expected loss of $0.67, and ended the year with $6.08 billion in cash and equivalents [1] Product Development - The R2 SUV is scheduled for launch in Q2 2026, aimed at competing with Tesla's Model Y, with delivery guidance set at 62,000 to 67,000 units for 2026 [1] - Manufacturing validation for the R2 has been completed, and early reviews of pre-production builds have been positive [1] - Rivian's manufacturing facility expansion is complete, enabling rapid production scaling once R2 production begins [1] Software Revenue Growth - Software and services revenue increased significantly, driven by a joint venture with Volkswagen, which provides vehicle electrical architecture and software development services [1] - This segment's growth cushioned the impact of declining vehicle sales, indicating a shift towards a hybrid technology platform model [1] - The software revenue growth suggests a potential for higher margins compared to traditional vehicle manufacturing [1]
It is ‘REVENGE' of the value stocks, finance professor explains
Youtube· 2026-02-15 19:00
Economic Overview - Inflation has decreased to 2.4% in January, driven by lower gas and used vehicle prices [1] - Positive employment data was reported, alleviating concerns about the job market [2][3] Stock Market Insights - There is a noticeable rotation from big tech stocks to value stocks, which appears to be a genuine trend rather than a temporary shift [4][5] - Smaller value stocks are beginning to leverage AI to enhance productivity and profit margins [6] AI Impact - The rapid evolution of AI is causing significant market disruptions, affecting various sectors [7][8] - Concerns about cybersecurity are heightened due to the increasing reliance on AI, with potential risks to the financial system [8][9] Federal Reserve and Interest Rates - Predictions regarding interest rate cuts are uncertain, with the next Federal Reserve meeting not scheduled until June [10] - There is a belief that the Fed funds rate should be in the low 3% range, suggesting potential for two more cuts [11][12]
Nebius: AI Discount Bin
Seeking Alpha· 2026-02-15 19:00
Core Viewpoint - The article discusses the potential for investors to identify undervalued stocks that are mispriced by the market as they approach 2026, suggesting that there are opportunities for significant returns through careful research and stock selection [1]. Group 1: Company Overview - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [2]. - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [2]. Group 2: Investment Strategy - The investing group Out Fox The Street provides stock picks and in-depth research aimed at uncovering potential multibaggers while managing portfolio risk through diversification [2]. - Features of the group include model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat for direct interaction with Mark Holder [2].
Should You Buy Klarna Stock Before Feb. 19?
The Motley Fool· 2026-02-15 19:00
Core Insights - Klarna Group's stock has decreased by 56% since its IPO last September, indicating a significant decline in investor confidence [1] - The company is a leading player in the Buy Now, Pay Later (BNPL) sector, partnering with major brands like Walmart and offering various payment options [3] - Despite reporting a 26% year-over-year revenue increase in Q3, Klarna continues to face net losses, which widened from $4 million to $94 million [4][5] Financial Performance - Revenue for Klarna increased by 26% year-over-year in Q3, with gross merchandise volume rising by 23%, including a notable 48% increase in the U.S. market [4] - The company achieved 4 million card signups in the quarter, contributing to 15% of total global transactions in October, and saw a 32% increase in new users, totaling 114 million [4] - Fair Financing, an interest-based product, experienced a 244% year-over-year increase in U.S. gross merchandise volume, while the merchant count grew by 38% to 850,000 [5] Valuation and Market Sentiment - Klarna's current market capitalization stands at $6.8 billion, with a trading price of $18.11, reflecting a price-to-sales ratio of only 2 times trailing-12-month sales, suggesting it may be undervalued [7] - The market perceives Klarna as risky due to ongoing losses and macroeconomic conditions, but there is potential for recovery and value creation for shareholders in the long term [8]