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 ...
AMD: Why I'm Slapping A Strong Sell On This Market Darling (Rating Downgrade)
Seeking Alpha· 2026-02-04 20:26
I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...
Investor Days to Watch: Insights From Utilities, Energy, Industrials, and Banks
Investing· 2026-02-04 20:24
Market Analysis by covering: S&P 500, FedEx Corporation, JPMorgan Chase & Co, Xcel Energy Inc. Read 's Market Analysis on Investing.com ...
Trade Desk: From Market Darling To The Garbage Bin
Seeking Alpha· 2026-02-04 20:23
For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...
Texas Instruments to acquire Silicon Labs in $7.5B all-cash deal
Proactiveinvestors NA· 2026-02-04 20:22
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
AST SpaceMobile: A $30B Bet Requiring Flawless Execution
Benzinga· 2026-02-04 20:22
AST SpaceMobile Inc. (NASDAQ:ASTS) is one of the most controversial stocks in telecom. The company is developing the first space-based cellular broadband network that people will be able to use with their existing smartphones. Its market value was north of $30 billion in January 2026. Its paltry run-rate revenue of $18.5 million over the last year has been called into question, as have its cumulative operating losses of some $274 million (SEC filings). This disparity between financial fundamentals and marke ...
Avery Dennison outlines 6% Q1 2026 EPS growth target as high-value category mix accelerates (NYSE:AVY)
Seeking Alpha· 2026-02-04 20:21
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Tech Stocks Are Getting Hammered—Why Experts Say That's 'Healthy'
Investopedia· 2026-02-04 20:21
But movements under the surface tell a clearer story of market winners and losers. Tech is the worst-performing sector in the S&P 500 so far this year, down about 4%. There, concerns that AI will disrupt the software industry have offset big stock gains for the makers of memory chips and data storage devices. Key Takeaways It might be hard for investors to feel upbeat while the major indexes are being hammered by tumbling tech stocks. But that's exactly how some experts are reacting to the rout. "I actually ...