Sirius XM: Cash Flow Resilience Is Underappreciated (NASDAQ:SIRI)
Seeking Alpha· 2026-02-05 23:10
Shares of Sirius XM Holdings ( SIRI ) have been a poor performer over the past year, losing about 13% of their value. The stock has been weighed down by ongoing concerns about its long-term potential amidst streaming competition. However, a solid Q4 and 2026 outlookOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for ...
Amtech Systems (ASYS) Lags Q1 Earnings and Revenue Estimates
ZACKS· 2026-02-05 23:10
Amtech Systems (ASYS) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -57.14%. A quarter ago, it was expected that this provider of equipment for solar panel and semiconductor makers would post a loss of $0.03 per share when it actually produced earnings of $0.1, delivering a surprise ...
Amazon (AMZN) Lags Q4 Earnings Estimates
ZACKS· 2026-02-05 23:10
Amazon (AMZN) came out with quarterly earnings of $1.95 per share, missing the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.52%. A quarter ago, it was expected that this online retailer would post earnings of $1.58 per share when it actually produced earnings of $1.95, delivering a surprise of +23.42%.Over the last four quarters, the company ...
Impinj shares slide more than 30% as RFID-maker projects rough Q1
GeekWire· 2026-02-05 23:10
In its earnings remarks, Impinj executives pointed to a convergence of short-term headwinds weighing on demand. ...
Sirius XM: Cash Flow Resilience Is Underappreciated
Seeking Alpha· 2026-02-05 23:10
Core Viewpoint - Sirius XM Holdings (SIRI) has underperformed over the past year, with a loss of approximately 13% in stock value due to concerns regarding its long-term potential amid increasing streaming competition [1] Financial Performance - The company reported a solid Q4 performance, which may provide a positive outlook for 2026 [1]
Software stocks are selling off. Here's how to play them.
Youtube· 2026-02-05 23:09
Software is getting slammed. Dan Eizer at Wedbush telling clients the software Armageddon is here. Dan always has a an ear for the dramatic, of course.What do you make of it. I mean, do you do you look at this and say, Richie, and this is the sector you know so well. Do you say, you know what, this reaction, it's fair, uh, it's reasonable, or do you say this is an overreaction, mass hysteria, where are you on this.>> Yeah. Uh, and I hate to give out the copout answer, but the answer is it's somewhere in bet ...
EZCORP, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:EZPW) 2026-02-05
Seeking Alpha· 2026-02-05 23:08
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Viasat, Inc. 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:VSAT) 2026-02-05
Seeking Alpha· 2026-02-05 23:08
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Cigna Shares Rise After Q4 Earnings Beat Driven by Pharmacy Business Strength
Financial Modeling Prep· 2026-02-05 23:08
Core Insights - Cigna reported fourth-quarter income and revenue that surpassed analyst expectations, driven by strong growth in its specialty pharmacy operations, which helped mitigate rising medical costs [1][4] - The company's shares rose over 3% intra-day following the positive results [1] Financial Performance - Cigna's adjusted operating earnings for the quarter were $8.08 per share, exceeding Bloomberg consensus estimates of $7.88 [4] - Adjusted revenue increased by 10% year-over-year to $72.50 billion, significantly above analyst expectations of $69.53 billion [4] - The quarterly medical care ratio rose to 88% from 87.9% a year earlier, surpassing expectations of 87.4%, indicating increased spending on medical care [4] Business Segments - Evernorth, Cigna's division for pharmacy benefit management, saw a 20% year-over-year revenue increase to $36.3 billion, aided by new client additions and growth in the specialty pharmacy unit focusing on high-cost medications [3] - Cigna has shifted its focus away from offering Medicare Advantage plans for individuals aged 65 and older, instead relying more on its pharmacy benefits business and employer-sponsored health plans [2] Future Projections - For fiscal 2026, Cigna anticipates adjusted operating earnings per share of at least $30.25 and adjusted revenue of approximately $280 billion [5] - The company projects a full-year healthcare medical care ratio of 83.0% to 84.7% [5]
ConocoPhillips Shares Fall After Q4 Earnings Miss Despite Higher Production
Financial Modeling Prep· 2026-02-05 23:07
Core Viewpoint - ConocoPhillips reported fourth-quarter earnings that fell short of analyst expectations, resulting in a more than 3% decline in share price during intra-day trading [1]. Financial Performance - The company posted earnings per share of $1.02, missing Wall Street estimates of $1.18 [2]. - Production for the quarter was 2.32 million barrels of oil equivalent per day, an increase of 137 thousand barrels per day year-over-year. However, after adjusting for acquisitions and asset divestitures, production declined by 63 thousand barrels per day, or 2.6%, compared to the prior-year period [2]. - Cash flow from operations for the quarter was $4.3 billion [2]. Future Outlook - ConocoPhillips reiterated its 2026 capital spending plan of approximately $12 billion and maintained its adjusted operating cost outlook of $10.2 billion, consistent with prior guidance [3]. - For 2026, the company forecasts production between 2.33 and 2.36 million barrels of oil equivalent per day. First-quarter output is expected to range from 2.30 to 2.34 million barrels per day, factoring in weather-related downtime [3].