Becton, Dickinson and Company logo Key Points BD closed the Waters transaction and will receive a $4 billion cash distribution, which management plans to deploy as $2 billion for accelerated share repurchases and $2 billion to pay down debt; net leverage ended the quarter at 2.9x with a long‑term target of 2.5x. Q1 results beat expectations with total revenue of $5.3 billion (new BD +2.5%) and adjusted EPS of $2.91, although EPS was down ~15% year‑over‑year and margins were pressured by tariffs (~170 ...

Perros reported fourth quarter revenue of $335 million , with Fee Revenue Less Production Costs (FRLPC) of $131 million and adjusted EBITDA of $98 million , representing a 29% adjusted EBITDA margin . He said FRLPC was 4.9% of network volume , which management framed as strong monetization while remaining disciplined on risk.CFO Evangelos Perros said the financial results reflected work over multiple years to strengthen Pagaya’s operating model, capital structure, and data and risk infrastructure. He added ...

Company Overview - Cipher Mining Inc. is engaged in the cryptocurrency mining industry, focusing on developing and operating bitcoin mining data centers, aiming for efficient and sustainable mining solutions [1] Stock Performance and Analyst Ratings - On February 9, 2026, Morgan Stanley upgraded Cipher Mining's stock from Underweight to Overweight, with the stock priced at $14.73 at the time of the upgrade [2] - The stock opened at $13.66 and last traded at $14.03, reflecting a notable increase from its previous close of $12.70 [2] - Analysts from Rosenblatt Securities raised their price target to $33.00 with a "buy" rating, while Citigroup and JMP Securities expressed optimism with an "outperform" rating and price targets of $30.00 [3] Stock Volatility and Market Activity - Cipher Mining's stock has shown significant fluctuations, with a 15.98% increase, reflecting a $2.03 change, and trading within a range of $13.45 to $14.86 [4] - Over the past year, the stock reached a high of $25.52 and a low of $1.86, indicating its volatile nature [4] - The company's market capitalization is approximately $5.82 billion [4] Trading Volume and Investor Interest - The trading volume for CIFR today is notably high, with 31,185,318 shares traded, suggesting growing investor interest and confidence in the company's future prospects [5]

Key Takeaways ACHR has fallen 23.5% in six months, underperforming its industry and sector peers.ACHR is advancing eVTOL efforts with NVIDIA-powered AI tech and plans to showcase it at Hawthorne Airport.ACHR trades at a lower P/B and has strong liquidity, despite eVTOL adoption risks.Archer Aviation Inc. (ACHR) shares have lost 23.5% in the past six months, underperforming the Zacks Aerospace-Defense industry’s growth of 10.4% as well as the broader Zacks Aerospace sector’s gain of 10.5%. It has also lagged ...

Key Takeaways Pilgrim's Pride is expected to post Q4 revenues of $4.6B, up 5.2% year over year.Pilgrim's Pride's Q4 EPS estimate is 78 cents, down 42.2% from the year-ago quarter.PPC is boosting plant productivity and supply chain to support service levels and availability.Pilgrim's Pride Corporation (PPC) is likely to register an increase in the top line when it reports fourth-quarter 2025 earnings on Feb. 11. The Zacks Consensus Estimate for revenues is pegged at $4.6 billion, indicating an increase of 5. ...

Key Takeaways UAA beat Q3 earnings estimates, even as total revenues declined year over year across key segments.Under Armour raised FY26 adjusted EPS guidance, signaling improved profitability expectations.UAA cited brand momentum and stronger wholesale engagement supporting investor optimism.Under Armour, Inc. (UAA) reported third-quarter fiscal 2026 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Revenues decreased and earnings increased year over year. UAA’s shares have rise ...

Core Insights - Crocs, Inc. (CROX) is expected to report fourth-quarter 2025 results on February 12, with revenue estimates at $916.6 million, reflecting a 7.4% decline year-over-year. Earnings per share are estimated at $1.91, indicating a 24.2% decrease from the previous year [1][3]. Financial Performance - The company has a trailing four-quarter earnings surprise average of 14.3%, with the last quarter's earnings exceeding estimates by 22.2% [2]. - Management projected a revenue decline of approximately 8% year-over-year, with Crocs brand revenues expected to drop around 3% and HEYDUDE brand revenues anticipated to fall mid-20% [5]. Operational Challenges - Crocs is facing a challenging operating environment, with margins pressured by increased expenses, tariffs, and higher selling, general and administrative (SG&A) costs [3][9]. - The HEYDUDE brand has been experiencing weak trends, with revenue estimates for the quarter at $175 million, down about 23% year-over-year due to cautious consumer behavior and wholesale channel pressures [4][9]. Brand Performance - Despite challenges, Crocs has seen strength in its core products, including clogs, sandals, and personalization offerings, which may help cushion overall performance [6][9]. - The Jibbitz business has also shown encouraging results, contributing positively to the company's performance [6]. Valuation - Crocs is currently trading at a forward 12-month price-to-earnings ratio of 6.83x, significantly below its five-year high of 25.08x and the industry average of 16.16x, indicating an attractive investment opportunity [10]. - The company's shares have increased by 12.1% over the past six months, contrasting with a 2.7% decline in the industry [10].

Core Viewpoint - Martin Marietta Materials, Inc. is expected to report its fourth-quarter 2025 results on February 11, with earnings and revenues anticipated to decline year-over-year due to various market pressures [1][3][4]. Financial Performance - In the last quarter, Martin Marietta's earnings from continuing operations and revenues missed the Zacks Consensus Estimate by 10.2% and 9.9%, respectively, but showed year-over-year growth of 23% and 12% [1]. - The Zacks Consensus Estimate for fourth-quarter earnings per share has decreased from $4.83 to $4.68, indicating a 2.3% decline from the previous year's figure of $4.79 [3]. - The estimated revenue for the fourth quarter is projected at $1.56 billion, reflecting a 4.7% decrease from the prior year's $1.63 billion [3]. Market Conditions - The company's revenue performance is expected to be impacted by a slowdown in private construction activities and seasonal factors, with affordability concerns due to high mortgage rates affecting the single-family housing market [4][11]. - The revenue from the Building Materials business is estimated at $1.44 billion, down 7.3% year-over-year [5]. Strategic Factors - Despite the challenges, Martin Marietta benefits from resilient public infrastructure spending, a disciplined pricing strategy, and ongoing portfolio transformation under its SOAR 2025 plan [6][11]. - The aggregates business is supported by sustained public investment in infrastructure projects such as highways, bridges, and tunnels [6]. Earnings Outlook - The bottom line for the upcoming quarter is expected to decline year-over-year due to reduced top-line leverage, increased costs, and ongoing macroeconomic uncertainties [7][11]. - The company's Earnings ESP is -1.31%, indicating that an earnings beat is not anticipated this time [8].

Black Bear Value Fund, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In December, the Black Bear Value Fund returned +0.2%, bringing 2025 returns to -12.6%. The S&P 500 returned +0.1% in December and +17.9% in 2025. In a rising market environment, the Fund has lost 10-15% over the two years. The Fund does not aim to replicate the Index, so some performance variation is expected. Heading into 2026, the firm has several strong names in i ...

Philadelphia, Pennsylvania--(Newsfile Corp. - February 9, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS) ("Varonis" or the "Company") on behalf of investors who purchased or otherwise acquired Varonis securities during the period of February 4, 2025 through October 28, 2025 (the "Class Period").Investor Deadline: Investors who purchased Varonis securities during the Class Period may, no later than Ma ...