New York Times Shares Drop 7% After Q1 Guidance Overshadows Strong Q4 Results
Financial Modeling Prep· 2026-02-04 20:38
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]
Amgen (AMGN) Stock Hits 52-Week Highs: Buy Signal?
ZACKS· 2026-02-04 20:35
Amgen ((AMGN) is having a moment. The biotech bellwether is trading near fresh 52-week highs, up roughly 8% in the latest session, and the tape is sending a clear message: institutions are leaning in. When a mega-cap healthcare name breaks out while the broader market debates growth versus defensives, investors should pay attention. The numbers tell a compelling story.At yesterday afternoon’s earnings report, Amgen reported solid growth in the fourth quarter and full year 2025, with total revenues rising ro ...
Lost Money on Corcept Therapeutics Incorporated (CORT)? Possible Fraud - Contact Levi & Korsinsky Today
TMX Newsfile· 2026-02-04 20:31
New York, New York--(Newsfile Corp. - February 4, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Corcept Therapeutics Incorporated ("Corcept Therapeutics Incorporated") (NASDAQ: CORT) concerning potential violations of the federal securities laws.What Happened?On December 31, 2025, Corcept announced it received a CRL from the FDA, denying approval of Corcept's new drug application for relacorilant as a treatment for patients with hypertension secondary to hypercorti ...
Amazon CEO Andy Jassy picks marketplace exec to be his new 'shadow' advisor
CNBC· 2026-02-04 20:31
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York, Feb. 26, 2025.Amazon CEO Andy Jassy has tapped one of the company's top marketplace executives to be his new "shadow" advisor, the company announced Wednesday.In a blog post, Amazon said Dharmesh Mehta, vice president of worldwide selling partner services, will become Jassy's technical advisor in March.The role of technical advisor, often referred to internally as a "shadow," is one of the most sought after positions in the company. Th ...
Builders pitch ‘Trump home' policies, stoking gains for their stocks
MarketWatch· 2026-02-04 20:31
Home builders are reportedly pitching affordable-home policies to the Trump administration, and their shares were rising Wednesday. ...
JPST: Ultrashort Remains In Style, But Long-Term Looking More Appealing
Seeking Alpha· 2026-02-04 20:30
The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investorsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working ...
Jupiter Mines Limited (JMXXF) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-04 20:30
PresentationBrad RogersMD, CEO & Director Today, I would like to share key highlights from our December 2025 quarterly activities report and our recent announcement in relation to Exxaro Resources. On the 29th of January 2026, Exxaro announced that it has satisfied all conditions for the acquisition of various manganese mining investments in South Africa. This includes a 50.1% ownership in Tshipi and a 19.99% share in Jupiter Mines. Exxaro will acquire the 19.99% share in Jupiter from Ntsimbintle Holdings, ...
Silicon Laboratories Inc. (SLAB) M&A Call Transcript
Seeking Alpha· 2026-02-04 20:30
PresentationMike BeckmanVP & Head of Investor Relations Good morning, everyone. Thank you for joining us today to discuss TI's acquisition of Silicon Labs. I'm Mike Beckman, Head of Investor Relations for Texas Instruments, and I'm joined by TI's Chairman, President and Chief Executive Officer, Haviv Ilan; Silicon Labs' President and Chief Executive Officer, Matt Johnson; and TI's Chief Financial Officer, Rafael Lizardi. For any of you who have not yet read the press release, you can find it on our website ...
Richtech Robotics Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – RR
Businesswire· 2026-02-04 20:30
LOS ANGELES--(BUSINESS WIRE)--Richtech Robotics Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – RR. ...
Stanley Black & Decker Shares Fall 4% As Revenue Miss Reflects Retail Weakness
Financial Modeling Prep· 2026-02-04 20:29
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]