Workflow
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]
Target's new CEO says retailer lost trust with shoppers and staff, Bloomberg News reports
Reuters· 2026-02-04 20:29
Target Corp's new chief executive officer, Michael Fiddelke, said the big-box retailer has lost trust with shoppers and employees and pledged to rebuild that connection, Bloomberg News reported on Wed... ...
PepsiCo: The Carbonation Is Out Of The Bottle — Strong Sell (NASDAQ:PEP)
Seeking Alpha· 2026-02-04 20:28
Since my last article about PepsiCo ( PEP ), the stock is up about 10% as of writing. In both my previous analyses of the company, I voted with a sell as a result of weakAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any ...
PepsiCo: The Carbonation Is Out Of The Bottle - Strong Sell
Seeking Alpha· 2026-02-04 20:28
Since my last article about PepsiCo ( PEP ), the stock is up about 10% as of writing. In both my previous analyses of the company, I voted with a sell as a result of weakAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any ...
Eli Lilly Raises Revenue Outlook As Weight-Loss Drug Demand Accelerates
Financial Modeling Prep· 2026-02-04 20:27
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]
Boston Scientific Shares Slide Despite Q4 Earnings Beat On Electrophysiology Weakness
Financial Modeling Prep· 2026-02-04 20:27
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]
S&P Global Rises 4% Following Key Trading Signal
Benzinga· 2026-02-04 20:26
Understanding the Power Inflow SignalOrder flow analytics analyze real-time buying and selling trends by examining the volume, timing, and order size across both retail and institutional traders. These insights offer a more detailed understanding of price behavior and market sentiment for a stock, allowing the trader or institution to make the most informed decision possible.SPGI PerformanceAt the time of the Power Inflow, SPGI was priced at $449.31. Following the signal:• Intraday High As Of 2:45PM EST: $4 ...