Key Takeaways Apple is expanding Apple Intelligence across devices, powered by a new Google Gemini collaboration.AAPL's fiscal 2026 EPS estimate rose 3% to $8.41, signaling 12.7% year-over-year growth.Adobe trades at 3.98X forward sales vs Apple's 8.48X, but AI revenues remain minimal. Apple (AAPL) and Adobe (ADBE) are infusing AI into their core offerings. While Apple is infusing Apple Intelligence into its core operating systems that power iPhone, iPad, Mac and Wearables, Adobe is incorporating AI into it ...

Key Takeaways PYPL shares fell 9.6% after Q4 earnings miss estimates and weaker 2026 guidance.PYPL reported 3.7% revenue growth, but online branded checkout TPV rose just 1%.PYPL's 2026 outlook signals TM$ decline and muted EPS.PayPal Holdings (PYPL) released fourth-quarter 2025 results on Feb. 3, with earnings per share (EPS) and revenues missing the Zacks Consensus Estimates. The company issued weaker-than-expected 2026 guidance, and with this, shares slipped 9.6% since the earnings announcement through y ...

Key Takeaways Zoom posts Q4 EPS miss, but revenue rises 5.3% Y/Y to $1.25B.ZM enterprise revenue climbs 7.1% as $100K customers grow 9.3% to 4,468.Zoom guides FY27 revenues of $5.065-$5.075B and EPS of $5.77-$5.81, targets up to $1.74B FCF.Zoom Communications (ZM) reported fourth-quarter fiscal 2026 adjusted earnings of $1.44 per share, which missed the Zacks Consensus Estimate by 2.70% and increased 2.1% year over year.Revenues of $1.25 billion beat the consensus mark by 1.18% and increased 5.3% year over ...

In the current market session, NextEra Energy Inc. (NYSE:NEE) stock price is at $93.07, after a 2.15% drop. However, over the past month, the company's stock went up by 5.54%, and in the past year, by 32.63%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Evaluating NextEra Energy P/E in Comparison to Its PeersThe P/E ratio is used by long-term shareholders to assess the company's market performance against ...

Core Viewpoint - SBA Communications Corporation (SBAC) is a significant player in the wireless communications infrastructure sector, focusing on leasing antenna space on multi-tenant towers to various wireless service providers [1] Financial Performance - SBAC is expected to release its quarterly earnings on February 26, 2026, with an estimated earnings per share (EPS) of $3.89 and a projected year-over-year revenue increase of 4.5%, reaching approximately $724.9 million [2][6] - The anticipated growth is primarily driven by an increase in site-leasing revenues, expected to rise to $668.8 million from $646.3 million the previous year [2] Challenges - Despite the positive revenue outlook, SBAC faces challenges with its adjusted funds from operations (AFFO) per share, projected to decline by 6.3% year-over-year to $3.25, attributed to debt and churn pressures related to Sprint [3][6] - In the previous quarter, SBAC reported an AFFO per share of $3.30, which surpassed the Zacks Consensus Estimate of $3.19, despite facing higher costs and interest expenses [3] Market Reactions - Over the past four quarters, SBAC's AFFO per share has consistently exceeded the Zacks Consensus Estimate, but the consensus EPS estimate for the upcoming quarter has been revised downwards by 1.5% over the past 30 days [4] - Such revisions can significantly impact investor reactions, as studies indicate a strong correlation between earnings estimate trends and short-term stock price performance [4] Financial Metrics - SBAC's financial metrics include a price-to-earnings (P/E) ratio of approximately 24.74, a price-to-sales ratio of about 7.53, an enterprise value to sales ratio of around 12.76, and an enterprise value to operating cash flow ratio of approximately 27.44 [5] - The company has a debt-to-equity ratio of -3.04 and a current ratio of 0.50, reflecting its ability to manage short-term liabilities amidst debt challenges [5]

Heavily shorted growth stocks are not en vogue --but their potential is still enticingThe last thing investors are thinking about right now -- as Wall Street wrestles with AI disruption -- is a short squeeze. But maybe that's what contrarians should be doing now, monitoring stocks to buy the dip on that could send bearish bettors packing. This screen finds stocks where the shorts might be at a big loss and therefore likely to begin covering. Obviously, there are quite a few assumptions so these would be ver ...

MIDLAND, Texas--(BUSINESS WIRE)--New Era Energy & Digital, Inc. (Nasdaq: NUAI) ("New Era†or the "Company†), a developer and operator of next-generation digital infrastructure and integrated power assets in the Permian Basin, today announced it has entered into a non-binding Letter of Intent ("LOI") to acquire approximately 54 acres of strategically located land adjacent to its Texas Critical Data Centers ("TCDC†) campus in Ector County, Texas. The contemplated acquisition was undertaken as. ...

Market Overview - The VIX index is above 20, indicating increased market volatility, while the S&P 500 is at session lows with Nvidia down 5% [1] - There is significant downward movement in chip stocks, despite the IGV (iShares Expanded Tech-Software Sector ETF) showing an increase [2] Nvidia Performance - Nvidia's recent results were disappointing despite good guidance and margins, leading to skepticism about its stock valuation [2][3] - The stock's performance reflects ongoing concerns about potential inflection points in capital expenditures that are hard to predict [3] Semiconductor and Software Sector Analysis - The semiconductor sector reached an all-time high recently, but the sentiment remains negative, particularly in the software sector [4] - The software sector is viewed as uncertain, with long-duration assets facing challenges due to AI disruption risks [5] Technical Indicators - There are signs of seller exhaustion in the software sector, with a positive divergence noted in relative strength indicators [6][12] - The IGV ETF has shown some near-term rally potential, but there is caution about calling a bottom in the software market [7][10] Salesforce Insights - Salesforce has announced a $50 billion buyback, which is significant given its market cap of $180 billion, indicating confidence from management [10][11] - The stock has seen a substantial decline of 25% year-to-date, with notable divergences between software and the NASDAQ since 2001 [12] Future Outlook - The potential for a mean reversion bounce exists, but predicting the long-term impact of AI on software margins and productivity remains uncertain [12][13] - The market is in a mixed state, particularly among major tech stocks, with ongoing analysis required to gauge future trends [13]

NEW YORK, Feb. 26, 2026 /PRNewswire/ -- Belfry Software, a modern platform for physical security providers, has partnered with Willis, a WTW business (NASDAQ: WTW), to launch a digital insurance program tailored for Belfry customers. The program pairs Willis insurance expertise with award-winning Kayna insurance technology to deliver data-led, streamlined insurance solutions. ...

PresentationRobert BorinChief Executive Officer Good morning, everyone, and welcome to Cavendish Hydrogen's Q4 presentation. My name is Robert Borin, and I am the CEO of Cavendish Hydrogen. And with me today, I have our CFO, Marcus Halland. The presentation this morning will take approximately 20 minutes, and there will be a live Q&A session after the presentation. Most of you know us pretty well by now. But for those of you who are new to our company, I will start with a short introduction before I move on ...