These Analysts Revise Their Forecasts On Reddit Following Q4 Results
Benzinga· 2026-02-06 17:38
Reddit Inc (NYSE:RDDT) reported better-than-expected fourth-quarter financial results on Thursday after the market close.Reddit reported fourth-quarter revenue of $725.61 million, beating the consensus estimate of $665.44 million, according to Benzinga Pro. The company posted fourth-quarter earnings of $1.24 per share, beating analyst estimates of 95 cents per share."We're entering the next era of Reddit — defined by sharper execution, global expansion, and product innovation that puts real people and conve ...
Conoco Venezuela Strategy: Cash First, Drilling Later - ConocoPhillips (NYSE:COP)
Benzinga· 2026-02-06 17:37
The playbook is simple — collect first, consider production later.Cash Before CrudeOn the fourth quarter earnings call, CEO Ryan Lance cut through the geopolitics with one line that matters more than any production forecast:"Our focus remains on trying to get the recovery that has owed us from the two judgments that we have in place."Translation for investors: Conoco's Venezuelan upside is legal, not operational. Years after its assets were expropriated, the company is pursuing cash through courts, settleme ...
Forget Drilling: Conoco's Venezuela Play Is All About Dollar Signs
Benzinga· 2026-02-06 17:37
The playbook is simple — collect first, consider production later.Cash Before CrudeOn the fourth quarter earnings call, CEO Ryan Lance cut through the geopolitics with one line that matters more than any production forecast:"Our focus remains on trying to get the recovery that has owed us from the two judgments that we have in place."Translation for investors: Conoco's Venezuelan upside is legal, not operational. Years after its assets were expropriated, the company is pursuing cash through courts, settleme ...
Ensign Group Q4 Earnings Beat Estimates on Growing Occupancy
ZACKS· 2026-02-06 17:35
Core Insights - The Ensign Group, Inc. (ENSG) reported a fourth-quarter 2025 adjusted EPS of $1.82, exceeding the Zacks Consensus Estimate by 4%, with a year-over-year improvement of 19.5% [1][8] - Operating revenues increased by 20.2% year over year to $1.36 billion, although this figure fell short of the consensus estimate by 0.5% [1][8] - The strong earnings performance was driven by improved occupancy rates, higher patient days, and enhanced skilled service performance, despite being partially offset by increased expenses [1] Financial Performance - Adjusted net income for the quarter was $107.8 million, reflecting a 23.2% year-over-year increase [2] - Same-facilities occupancy rose by 240 basis points to 83.8%, while transitioning-facilities occupancy increased by 290 basis points year over year to 84.9% [2] - Total expenses grew by 19.9% year over year to $1.24 billion, primarily due to higher costs of services, rent, and general & administrative expenses, but were lower than the estimated $1.25 billion [2] Segment Performance - Skilled Services segment revenues reached $1.3 billion in Q4, a 20.2% year-over-year growth, although it missed estimates by 1.5% [3] - Segment income for Skilled Services increased to $169.3 million from $141 million a year ago [3] - Rental revenues surged by 37.2% year over year to $34.5 million, supported by buyouts, with segment income rising 38.3% year over year to $10.3 million [4] Financial Position - As of December 31, 2025, cash and cash equivalents stood at $503.9 million, up from $464.6 million at the end of 2024 [5] - Total assets increased to $5.5 billion from $4.7 billion at the end of 2024 [5] - Long-term debt, excluding current maturities, decreased to $137.5 million from $141.6 million as of December 31, 2024 [6] 2026 Outlook - Revenues for 2026 are projected to be between $5.77 billion and $5.84 billion, an increase from the 2025 level of $5.06 billion, which grew 18.7% year over year [7] - Adjusted EPS is expected to be in the range of $7.41 to $7.61 for 2026, higher than the 2025 level of $6.57, which grew 19.5% year over year [7] - The estimated weighted average common shares outstanding is around 60 million, with a tax rate expected at 25% [7]
KOD Stock Up 24% in 3 Months: Here's What You Need to Know
ZACKS· 2026-02-06 17:35
Key Takeaways Kodiak Sciences stock surges as late-stage programs for DR, wet AMD and macular edema drive momentum.KOD's tarcocimab, KSI-501 and KSI-101 are in pivotal studies with multiple top-line readouts through 2027.Kodiak Sciences bolstered its balance sheet via an 8.0M-share equity offering, extending its cash runway.Kodiak Sciences’ (KOD) shares have surged 24% over the past three months, driven by strong momentum around its late-stage pipeline and improving financial position, which have boosted in ...
PAAS Trades at a Discount to Industry: Right Time to Buy the Stock?
ZACKS· 2026-02-06 17:35
Key Takeaways PAAS trades at a lower forward earnings multiple than the industry average and key silver mining peers.PAAS beat the 2025 silver production guidance and expects higher output in 2026 on strong mine results.Pan American Silver's MAG Silver acquisition expands reserves, adds projects and supports long-term growth.Pan American Silver Corp. (PAAS) stock is currently trading at a forward 12-month earnings multiple of 15.72X, which is a discount to the Zacks Mining - Silver industry’s average of 19. ...
Is This the Market Crash Warren Buffett Was Waiting For?
247Wallst· 2026-02-06 17:35
Warren Buffett stepped down as CEO of Berkshire Hathaway ( NYSE:BRK-A )( NYSE:BRK-B ) at the end of 2025, ending a legendary career of more than 60 years that turned a failing textile company into a conglomerate worth over $1 trillion and earned him the nickname the "Oracle of Omaha. ...
KKR to Add Sports Franchise Exposure Through Arctos Acquisition
ZACKS· 2026-02-06 17:35
Key Takeaways KKR agreed to acquire Arctos in a $1.4B stock-and-cash deal, pending regulatory and sports league approvals.KKR will pay $300M cash and $1.1B equity, plus earnout equity tied to share price and business performance.Arctos adds $15B AUM and sports ownership expertise, boosting KKR's long-term growth and solutions strategy.KKR & Co. Inc. (KKR) announced a strategic agreement to acquire Arctos Partners for $1.4 billion. This will expand the company’s reach to sports franchises and support long-te ...
Spectrum Brands Beats Q1 Earnings & Sales Estimates, Reaffirms View
ZACKS· 2026-02-06 17:35
Key Takeaways Spectrum Brands posted first-quarter fiscal 2026 EPS of $1.40, beating estimates and rising sharply y/y.Spectrum Brands' net sales fell 3.3% as demand weakness offset strength in Global Pet Care.SPB saw margin pressure from tariffs and soft volumes, partially offset by pricing and cost actions.Spectrum Brands Holdings Inc. (SPB) reported strong first-quarter fiscal 2026 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Earnings improved year over year, while sales de ...
Coca-Cola Pre-Q4 Earnings: Does It Offer a Buying Opportunity Now?
ZACKS· 2026-02-06 17:35
Key Takeaways KO is expected to post y/y revenue growth of 4.4% and EPS growth of 3.6% in 4Q25.KO's results will likely reflect pricing and organic revenue growth, and brand-led execution amid soft volume.KO trades at a premium valuation, raising concerns about upside even as long-term fundamentals remain solid.The Coca-Cola Company (KO) is slated to report fourth-quarter 2025 earnings on Feb. 10, before the opening bell. The company is expected to register year-over-year top and bottom-line growth when it ...