Core Viewpoint - B. Riley has lowered the price target for Blackstone Secured Lending Fund (BXSL) to $27 from $30 while maintaining a Buy rating on the shares, indicating a cautious outlook due to macroeconomic factors affecting the broader BDC group rather than specific weaknesses in Blackstone Secured's earnings [1] Summary by Category - **Price Target Adjustment** - The price target for BXSL has been reduced to $27 from $30 [1] - **Rating** - B. Riley continues to hold a Buy rating on BXSL shares [1] - **Reason for Adjustment** - The reduction in price target is attributed to macro moderations across the BDC group, not due to any specific earnings weakness of Blackstone Secured [1]

Piper Sandler analyst Paul Newsome raised the firm’s price target on Slide Insurance (SLDE) to $24 from $22 and keeps an Overweight rating on the shares following quarterly results. The firm notes top-line growth was better than it and consensus expected. Guidance for 2026 was for top-line and bottom-line growth that is better than Piper expected as well. The firm thinks Slide had a solid quarter. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try No ...

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

Nvidia Corp. (NASDAQ:NVDA) shares tumbled after what analysts called a blowout fourth quarter, but for Lawrence McDonald, the headline wasn’t the story — the market’s reaction was.McDonald Invokes the Dot-Com PlaybookWriting on X on Thursday, McDonald founder of The Bear Traps Report flagged an uncomfortable pattern. “Off 5% on the ‘blowout quarter’ — anyone that lived through the dotcom bust will tell you, the Nasdaq puked lower in March 2000 on great news. It’s NOT the headline, it’s the market’s response ...

Nasdaq Copenhagen Nikolaj Plads 6DK-1067 Copenhagen K Copenhagen, 27 February 2026ANNOUNCEMENT no. 4/2026 CEMAT A/SCompany reg. (CVR) no. 24 93 28 18Annual general meeting The Board of Directors hereby convene the annual general meeting of Cemat A/S (the "Company") for Tuesday, 24 March 2026, at 1:00 pm at the office of DLA Piper Denmark, Oslo Plads 2, 2100 Copenhagen OE, Denmark. Agenda The agenda of the annual general meeting is the following: The management's report on the Company's activities during th ...

Guardforce AI (GFAI) announced the extension of its partnership to provide smart retail business solutions to the Thailand branch of a renowned global sportswear brand. Under the extended partnership, Guardforce AI acts as an important technology partner in the client’s ongoing national renovation plan. The Company has received the first batch of requests to deploy its smart retail solutions at five additional retail locations in 2026, and one more installation scheduled for 2027. Previously, the Company d ...

Key Takeaways AES and Entergy expand renewables and grid tech to meet rising clean energy demand.AES targets coal exit, posts 18.83% ROE and 16.8% three-month share gains.Entergy plans $43B in 2026-2029 capex, advancing renewables and AI-driven grid ops.The demand for clean electricity is accelerating worldwide, supported by a combination of long-term structural trends and rapid technological advances. As this need intensifies, utility companies like AES Corporation (AES) and Entergy Corporation (ETR) are b ...

Key Takeaways Hershey is focused on strengthening innovation, supply-chain agility and commercial execution.Moody's is expanding via acquisitions, while CBRE benefits from diversification and outsourcing strength.Mettler-Toledo and Zebra Technologies are driven by innovation, automation demand and digital expansion.The wide moat strategy involves investing in companies that not only lead their industries but are also strategically fortified to maintain dominance in the future. The business models of these c ...

Key Takeaways ALB ended 2025 with $3.2B liquidity and operating cash flow up 86% year over year.Albemarle generated $692M free cash flow in 2025 and sees meaningful gains in 2026.ALB has raised dividends for 30 straight years and offers a 0.8% yield.Albemarle Corporation (ALB) remains committed to driving shareholder value by leveraging solid liquidity and healthy cash flows. At the end of 2025, ALB had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. Its operati ...

Core Insights - Zscaler, Inc. reported strong second-quarter fiscal 2026 results, with non-GAAP earnings of $1.01 per share, exceeding estimates by 12.94% and reflecting a year-over-year increase of 29.5% driven by revenue growth and cost management [1][9] - The company's revenues for the second quarter reached $815.8 million, surpassing estimates by 2.22% and management's guidance, marking a 26% year-over-year growth [2][9] - Zscaler raised its fiscal 2026 revenue guidance to a range of $3.309-$3.322 billion, up from the previous forecast, indicating a projected growth of 23.2% from fiscal 2025 [7] Financial Performance - Non-GAAP gross profit increased by 25.6% year over year to $654 million, with a stable gross margin of 80% [4] - Non-GAAP operating income rose to $181 million from $140.5 million in the previous year, maintaining an operating margin of 22% [5] - The company generated operating cash flow of $204 million and free cash flow of $169 million in the second quarter, with total cash and short-term investments amounting to $3.5 billion [6] Customer Metrics - Zscaler added multiple large customers, ending the quarter with 728 customers generating $1 million or more in annual recurring revenues (ARR) and 3,886 customers with ARR exceeding $100,000 [4] - Remaining Performance Obligations (RPO) reached $6.1 billion, reflecting a 31% year-over-year increase, with current RPO representing approximately 47% of total RPO [3] Future Guidance - For the third quarter of fiscal 2026, Zscaler projects revenues between $834 million and $836 million, indicating a year-over-year growth of 22.5% [10] - Non-GAAP earnings per share for the third quarter are expected to be between $1.00 and $1.01, compared to the Zacks Consensus Estimate of 94 cents [10]