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]

Core Viewpoint - Fabrinet is positioned as a key player in advanced optical packaging and manufacturing services, with a focus on telecommunications, data communications, and industrial lasers, despite facing competition and challenges in certain segments [1]. Group 1: Financial Performance - Fabrinet's Q2 results exceeded its own guidance, indicating strong overall performance [3][6]. - The company reported a stock price of $457.57, reflecting a 2.01% increase or $9.04, showcasing resilience in the market [2][6]. - The market capitalization of Fabrinet is approximately $16.39 billion, with a trading volume of 231,684 shares, indicating investor interest [5]. Group 2: Market Outlook - Wolfe Research has set a price target of $540 for Fabrinet, suggesting a potential upside of 17.91% from its current trading price [2][6]. - Despite concerns regarding AI revenue expectations, the non-AI segments of the company showed robust strength, contributing to overall profitability [3][6]. Group 3: Segment Challenges - The automotive segment of Fabrinet faced setbacks due to industry-wide challenges, impacting its performance [4][6]. - The stock has shown significant volatility, with a trading range between a low of $449.31 and a high of $465.85 on the current day, and a yearly range of $148.55 to $531.22 [4][6].

Company Overview - Chipotle Mexican Grill (NYSE:CMG) is a significant player in the fast-casual dining sector, recognized for its emphasis on fresh ingredients and customizable menu options, competing with industry giants like Taco Bell and Qdoba [1] - The company has established a niche through its commitment to quality and sustainability, continuing to attract investor interest despite facing challenges [1][6] Analyst Ratings - Telsey Advisory has maintained an "Outperform" rating for Chipotle, indicating confidence in the company's long-term potential, with a slight adjustment in the price target from $50 to $48 [2][6] - At the time of the rating, Chipotle's stock was trading at $39.05, reflecting current market conditions and investor sentiment [2] Financial Performance - Recently, Chipotle's shares decreased by 4.3%, trading at $37.48, attributed to a drop in same-store sales, which the company expects to remain flat throughout 2026 [3] - Despite the decline in same-store sales, Chipotle reported earnings of 25 cents per share, exceeding analyst expectations, and generated $2.98 billion in revenue for the fourth quarter [3][6] Stock Volatility and Market Data - The Schaeffer's Volatility Index (SVI) for CMG is at 65%, indicating that near-term option traders anticipate relatively low volatility for the stock [4] - Chipotle's stock price is currently $39.10, with a slight decrease of 0.18% or $0.07, and has fluctuated between $37.42 and $39.47 recently [4] - Over the past year, CMG has seen a high of $59.09 and a low of $29.75, reflecting significant price movement, with a market capitalization of approximately $52.43 billion and a trading volume of 9.69 million shares on the NYSE [5]

Core Viewpoint - Adient plc is a significant player in the automotive seating industry, demonstrating strong financial performance and exceeding market expectations [1]. Financial Performance - On February 4, 2026, Adient reported an earnings per share (EPS) of $0.35, surpassing the estimated EPS of $0.18 and the Zacks Consensus Estimate of $0.20 per share, marking a 74.13% earnings surprise [2]. - The company reported $3.64 billion in revenue for the quarter ending December 2025, exceeding the consensus estimate by 4.68% and showing an increase from $3.5 billion in the same period last year [2]. Financial Metrics - The price-to-sales ratio is 0.13, indicating that investors are paying 13 cents for every dollar of sales [3]. - The enterprise value to sales ratio is 0.23, reflecting the company's valuation relative to its revenue [3]. - The enterprise value to operating cash flow ratio is 7.31, suggesting reasonable coverage of the enterprise value by operating cash flow [3]. - The debt-to-equity ratio is 1.36, indicating significant reliance on debt compared to equity [3]. - The current ratio is 1.12, suggesting a modest level of short-term financial health with current assets slightly exceeding current liabilities [3]. Leadership and Outlook - The company's leadership, including President and CEO Jerome Dorlack and CFO Mark Oswald, plans to discuss the results and future expectations in a conference call, indicating a positive outlook for fiscal year 2026 [3].

Key Takeaways LSCC benefits from compliance-led PQC adoption as NIST standards push secure hardware refresh cycles.MCHP aims mandated migration with crypto-agile MCUs, FPGAs and secure hardware for long-lifecycle customers.STM advances PQC via crypto-agile hardware and libraries across automotive, industrial and IoT markets.In 2026, post-quantum cryptography (PQC) stands out as one of the most investable segments of the broader quantum ecosystem, not because of hype or distant technological breakthroughs, b ...

NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of BellRing Brands, Inc. (NYSE: BRBR) between November 19, 2024 and August 4, 2025, both dates inclusive (the “Class Period”), of the important March 23, 2026 lead plaintiff deadline. SO WHAT: If you purchased BellRing securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement ...