Optimist Fund, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q4 2025, the Fund declined 8.5%. The Fund, although not yet five years old, invests with a five-year perspective. While short-term drawdowns can be tough, the Fund is optimistic about the portfolio's fundamental performance and confident in ...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Gartner, Inc. - IT [Accessibility Statement] Skip NavigationNEW YORK, Feb. 26, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Gartner, Inc. ("Gartner" or the "Company") (NYSE: IT). Such investors are advised to contact Danielle Peyton at [[email protected]] or 646-581-9980, ext. 7980.The investigation concerns whether Gartner and certain of its officers and/or directors have engaged in secu ...

Root (NasdaqGS:ROOT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings, welcome to the Root, Inc. fourth quarter earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the call over to Matt LaMalva, Head of Investor Relations ...

Core Viewpoint - Tempus AI achieved positive adjusted EBITDA for the first time in Q3 at $1.5 million, with Q4 revenue reaching $367 million, an 83% year-over-year increase. Despite beating revenue consensus, shares declined 22% since January due to widening net losses [1]. Financial Performance - Q4 revenue was pre-announced at $367 million, reflecting an 83% year-over-year growth, with diagnostics revenue at $266 million, up 121% year-over-year [1]. - Data and Applications segment contributed $100 million, a 25% increase, while the Insights segment grew by 68% [1]. - Total contract value exceeded $1.1 billion, and net revenue retention was 126%, indicating strong customer base expansion [1]. Profitability and Guidance - Q3 net loss widened to $80 million from $75.8 million a year earlier, despite higher revenue [1]. - Management guided for slightly positive adjusted EBITDA for the full year, absorbing integration costs from the Paige acquisition [1]. - 2026 guidance is crucial, with expectations for the foundation model to produce its first versions in Q1 2026 and ongoing MRD reimbursement progress [1]. Market Reaction and Stock Performance - Tempus shares have underperformed, down approximately 22% since the preliminary filing, despite strong revenue growth and achieving a key profitability milestone [1]. - Analyst consensus includes 7 Buy ratings and 7 Hold ratings, with an average price target of $86.71, suggesting potential upside if execution remains strong [1].

Discretionary has been a really interesting space. It's it's been getting trounced by staples so far this year. Looks pretty good today.Just uh consumer confidence beat. So, that's one thing. But that was after Home Depot showed unexpected Q4 comps growth.And that stock was up a bunch. Lowe's up. A lot of the homebuilders up uh today, cruises, casinos.Part of it, Jimmy, plays into the Halo idea. Um, Carvana, which Joe owns, has been on the list I read earlier. Win was on the list I read earlier today, too.> ...

Carvana (CVNA) revolutionizes used car buying with a fully online platform, letting customers browse thousands of inspected vehicles using 360° photos, get instant financing, and choose home delivery or pickup from signature coin-operated vending machines. Carvana sources cars via auctions and trade-ins, reconditions them at inspection centers, and earns from vehicle sales, financing interest, and protection plans, disrupting traditional dealerships with convenience and transparency. More News from Barc ...

This Auto Seller Stocks Soared 90-Fold Since 2022 | Investor's Business DailyBREAKING: [Futures Edge Higher; Trump Gives State Of The Union]---In its most recent quarterly report, highly ranked car seller Carvana (CVNA) reported a 654% surge in earnings to $4.22 per share. It was the fourth quarter in a row of surging profits. Sales grew 58% to $5.6 billion in its most recent quarter. The prior three periods EPS rose 557%, 814% and 61%. Analyst consensus is for continued strong…## Related news## Stock Marke ...

行业政策与环境 汽车电商行业面临宏观环境挑战，如政策变动（如以旧换新补贴退坡）和市场竞争加剧。Carvana需关 注库存管理、成本压力及需求波动对增长节奏的影响。 股票近期走势 2026年2月19日财报发布后，Carvana股价因业绩超预期受到市场关注，但需注意低流动性可能放大波 动。 来源：经济观察网 经济观察网 Carvana Co. (CVNA) 近期值得关注的事件。截至2026年2月24日，Carvana Co.（可能被部分 媒体称为"车之国"）的未来事件主要围绕2025年业绩表现及2026年增长计划。 业绩经营情况 根据报道，Carvana在2025年实现零售销量596,641辆（同比增长43%），总收入203.22亿美元（同比增 长49%），净利润18.95亿美元，均创历史新高。2026年，公司计划维持三个关键目标：推动零售销量 和调整后息税折旧摊销前利润（EBITDA）显著增长；提升单位经济效益和客户体验；发展基础能力， 并更加注重大规模、盈利性的增长。公司长期目标为2030至2035年实现年销售300万辆零售车辆，调整 后EBITDA利润率达13.5%。 经营状况 2025年第四季度，Carv ...

Carvana Co. (NYSE:CVNA) is one of the 14 Best Consumer Discretionary Stocks to Buy Right Now. On February 20, UBS reduced its target price on Carvana by 11.0% to $485 (from $585) but retained its Buy recommendation. This price update was triggered by Carvana’s Q4 2025 earnings miss, which the analyst attributed to higher (albeit temporary) reconditioning costs and flat gross profit per unit (GPU). Despite the cost challenges, the company’s revenue growth targets remain intact, with Carvana on track to ach ...

Market Overview - U.S. markets experienced modest gains after a volatile trading week, influenced by mixed economic data, geopolitical events, and upcoming corporate earnings [2] - Major indexes, including the S&P 500, Dow Jones Industrial Average, and Nasdaq, ended higher following a Supreme Court ruling that invalidated former President Trump's tariff regime, which provided a relief bounce [2][3] - Despite the gains, traders remained cautious due to rising Treasury yields and underperformance of the Russell 2000 compared to large-cap stocks, indicating ongoing rotation out of risk assets [2] Tariff and Economic Sentiment - The Supreme Court's 6-3 ruling against broad tariffs imposed under emergency powers alleviated cost pressures for importers and positively impacted stocks related to consumer and industrial demand [3] - However, President Trump indicated plans to implement a new 10% global tariff under different trade laws, maintaining uncertainty around trade policy and its impact on market sentiment [3] - The backdrop of 1.4% GDP growth and persistent core inflation contributed to mixed macroeconomic signals, leading to cautious sentiment among traders [3] Upcoming Catalysts - Investors are preparing for significant upcoming events, including key technology earnings and economic indicators that may influence the Federal Reserve's policy outlook [4] - The focus on AI-related sector scrutiny is expected to play a crucial role in shaping market direction in the near term [4] Stock Highlights Bullish Sentiment - Jim Cramer expressed confidence that Microsoft will perform exceptionally well, noting the stock is currently 25% below its peak [5] - Rackspace saw a significant surge of 217% from its lows as it tested a key long-term trend barrier [5] - Small-cap stocks are showing signs of recovery, which is interpreted as a positive macroeconomic signal [5] Bearish Sentiment - Copart's stock declined following disappointing Q2 earnings results [5] - The "Magnificent 7" saw substantial losses, with the 10 richest individuals losing significant wealth in 2026 [5] - Palo Alto Networks experienced a drop in stock price, raising concerns among investors [5]