Rolls-Royce share price targets 1,500p ahead of earnings and buyback - Invezz# Rolls-Royce share price targets 1,500p ahead of earnings and buyback[Europe]Author[Crispus Nyaga]Feb 23, 2026, 09:22 AM- The company will also announce strong financial results.- Sky News reported that the company will announce a new buyback this week.- Rolls-Royce stock price surged to a record high this month.Rolls-Royce share price continued soaring last week and reached a record high as market participants waited for its fina ...

Group 1: Global Financial Landscape - The U.S. Dollar's share of global reserves has fallen to 56.9%, the lowest level since 1994, indicating a shift towards gold and non-traditional currencies by central banks [2][10] - Corporate giants, including Costco, Revlon, and Bumble Bee Foods, are leading a coalition of over 1,000 companies suing the federal government for approximately $175 billion in tariff refunds following a Supreme Court ruling against unauthorized trade duties [3][10] Group 2: Domestic Developments - The Department of Homeland Security has suspended TSA PreCheck and Global Entry programs due to a funding lapse, redirecting personnel to primary security roles amid a legislative standoff [4][10] Group 3: Technology Sector - The job market is experiencing a "Tinderization" effect, where AI-generated resumes are overwhelming HR departments, leading to qualified candidates being overlooked due to automated screening processes [5][10] Group 4: Geopolitical and Energy Developments - Japan has restarted the Kashiwazaki-Kariwa nuclear facility, marking the end of its post-Fukushima hiatus and aiming for 100% energy self-sufficiency and a tripling of nuclear capacity by 2040 [8][10] - Safran is advancing a significant offer to provide India with 100% technology transfer for fighter jet engines, positioning itself as a key partner in India's fifth-generation AMCA project [9]

Core Viewpoint - American Airlines has selected CFM International's LEAP-1A engines for its upcoming Airbus A321neo jets, indicating a strategic move to streamline operations and reduce costs by maintaining a single engine type across its fleet [1]. Group 1: Company Decisions - American Airlines placed an order for 260 new aircraft in March 2024, which includes 85 A321neo jets, with the remaining orders divided between Boeing and Embraer [1]. - CFM International, a joint venture between GE Aerospace and Safran, will provide long-term maintenance support for the LEAP engines, ensuring operational reliability for American Airlines [1]. Group 2: Industry Context - The decision to use CFM engines aligns with industry trends where airlines prefer a single engine type for specific fleet segments to simplify operations and lower costs [1]. - CFM International competes with Pratt & Whitney, a unit of RTX, in supplying engines for Airbus' narrowbody aircraft, highlighting the competitive landscape in the aerospace engine market [1].

Market Performance - European stocks closed positively, with the pan-European Stoxx 600 up by 1.19%, the UK's FTSE 100 climbing 1.23%, Germany's DAX gaining 1.12%, and France's CAC 40 ending 0.81% higher [1][3]. - Defense stocks rose due to an agreement between India and France to strengthen defense and aerospace ties [2]. - Mining and banking sectors also saw significant gains, with notable performances from companies like Antofagasta, which soared nearly 11% [4]. Company Updates - BAE Systems reported a better-than-expected 12% rise in full-year operating profit, leading to a 4% increase in its shares [4]. - In Germany, Rheinmetall climbed more than 5%, and Heidelberg Materials gained about 4.3% [5]. - Bayer's shares fell over 7% due to a proposed $10.5 billion settlement related to litigation over its Roundup weedkiller [6]. Sector Performance - In the UK market, mining companies such as Fresnillo, Anglo American Plc, and Glencore gained between 4.25% and 4.8% [4]. - In France, companies like Thales, ArcelorMittal, and STMicroelectronics saw gains of 2%-5% [7]. - Notable declines were observed in food retailer Carrefour, which slid more than 5% after reporting a decline in operating profit [8]. Economic Indicators - France's inflation eased to the lowest in five years, with the consumer price index rising only 0.3% year-on-year in January [9]. - The EU harmonized inflation softened to 0.4% from 0.7% in December, marking the weakest rate since December 2020 [10]. - In the UK, the consumer price index posted an annual increase of 3% in January, the lowest since March 2025 [12].

Tyler Crowe: [ Shopify 's] earnings and conference call had two very different reactions. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe. Today, I'm joined by longtime Fool contributors, Matt Frankel and Jon Quast. We got a pretty good show today. We're going to talk about Moderna's recent I'll say challenges with the FDA approval on some of its flu vaccines. We'll do our normal Thursday thing where we do stocks on our radar. But we wanted to open today's show with Shopify's up and ...

Commodities and Equity Markets - Silver prices have declined over 3% to settle near $74.94 per ounce, following a period of volatility where it reached record highs above $120 in late January, attributed to market deleveraging and expectations of prolonged higher interest rates by the Federal Reserve [2] - In regional equity markets, India's NSE Index opened down 0.19%, reflecting cautious sentiment, although specific pharmaceutical stocks like Lupin showed resilience, with Citi maintaining a 'Buy' rating and raising the target price to Rs 2,540 after a strong Q3 performance [3] Tech, AI, and Intellectual Property - The Walt Disney Company has issued a cease-and-desist notice to ByteDance over its AI video tool, Seedance 2.0, alleging it was trained using a "pirated library" of Disney's copyrighted characters, leading ByteDance to restrict access to the application [4] - KPMG faced an ethics scandal as a partner was fined for using AI to pass an internal exam, highlighting regulatory and ethical challenges as generative AI tools become more integrated into professional workflows [5] Geopolitics and Global Security - Ukrainian President Volodymyr Zelensky criticized U.S. diplomatic efforts at the Munich Security Conference, claiming Washington pressures Kyiv for territorial concessions while exerting less pressure on Russia, amid reports of a push for a peace deal by June 2026 [6] - Zelensky emphasized the need for long-term security guarantees from the U.S. before any formal peace agreement, indicating a growing rift between Kyiv and its Western allies regarding ceasefire terms and the future of the Donbas region [7] Corporate Developments and Trends - JP Morgan analysts raised their target price for Safran to €400 from €375, reflecting confidence in the aerospace sector's recovery and strong earnings momentum [8][9] - Data from South Korea indicated that average annual earnings for YouTubers have increased by 25% over the last four years to approximately US$49,000, showcasing the maturing creator economy in the Asia-Pacific region [10]

Core Viewpoint - Safran reported mixed financial results, with earnings per share slightly exceeding estimates while revenue fell short, yet the company remains optimistic about future growth driven by strong demand in civil engines and defense sectors [1][2]. Financial Performance - Earnings per share for Safran were reported at $1.28, surpassing the estimated $1.27 [1]. - Revenue amounted to $19.39 billion, which was below the anticipated $19.54 billion [1]. Future Outlook - Safran has raised its forecasts for 2028, indicating confidence in capitalizing on growth in the civil engines aftermarket and defense sector [2]. Market Valuation - The company has a price-to-earnings (P/E) ratio of approximately 32.23, reflecting market valuation of its earnings [3]. - The price-to-sales ratio stands at about 4.80, indicating how the market values its revenue [3]. - The enterprise value to sales ratio is around 4.74, while the enterprise value to operating cash flow ratio is approximately 27.06 [3]. Investment Metrics - Safran's earnings yield is 3.10%, providing insight into the return on investment for shareholders [4]. - The debt-to-equity ratio is 0.39, suggesting a moderate level of debt relative to equity [4]. - The current ratio is 0.93, indicating the company's ability to cover short-term liabilities with short-term assets [4].

Safran Fires on All Cylinders as Engine Boom Lifts Outlook - Moby THE GIST Safran is not just riding the aerospace recovery. It's monetizing it. Record engine deliveries, a roaring aftermarket and fresh defense momentum drove a bumper 2025 and a punchy 2026 outlook, sending shares sharply higher as investors lean into the jet engine supercycle. WHAT HAPPENED The French aerospace group reported a 15% rise in 2025 revenue to €31.3 billion (about $37 billion) and a 26% jump in recurring operating income to ...

Market Performance - European stocks exhibited a mixed performance for the third consecutive session, influenced by corporate earnings updates and regional economic data [1] - The pan-European Stoxx 600 index decreased by 0.13%, while the U.K.'s FTSE 100 rose by 0.42% and Germany's DAX increased by 0.25% [1] - France's CAC 40 closed down by 0.35%, and Switzerland's SMI gained 0.52% [1] Sector Performance - In the U.K. market, defense stocks saw gains, while banks experienced weakness [2] - Notable gainers included Relx, which soared by 10%, and Experian and 3i Group, which rose by 5.5% and 5.1%, respectively [2] - Rolls-Royce Holdings, Halma, Endeavour Mining, Melrose Industries, Tesco, Fresnillo, and BAE Systems gained between 2% and 4% [2] Company-Specific Updates - Entain declined by 4.7%, while Natwest Group, Croda International, HSBC Holdings, Barclays Group, Lloyds Banking Group, and others lost between 1% and 2.5% [3] - In Germany, companies like Deutsche Boerse, MTU Aero Engines, and BMW saw gains ranging from 1% to 5.2% [3] - Rheinmetall's stock rose sharply due to news of an automotive divestment and a €200 million NATO contract for 120mm ammunition [4] - In France, Safran's stock surged over 8% on strong revenue growth and an upward revision of future financial targets [5] - Capgemini increased by 5.6% due to strong full-year revenue growth, with other companies like Eurofins Scientific and Publicis Groupe also closing with strong gains [5] Economic Indicators - The euro area experienced steady GDP growth of 0.3% in the fourth quarter, matching the growth rate of the previous quarter [7] - Year-on-year GDP growth was recorded at 1.3%, slightly below the 1.4% seen in the prior quarter [7] - Employment in the euro area increased by 0.2% in the fourth quarter, with a yearly rise of 0.6% [7] - The euro area trade surplus decreased to €12.6 billion in December from €13.9 billion the previous year, with exports increasing by 3.4% [8] - Germany's wholesale prices rose by 1.2% year-on-year in January, consistent with the previous month's increase [9]

Core Insights - Safran Landing Systems, a subsidiary of Safran Group, has signed a deal with Morocco to establish a landing gear factory near Casablanca valued at 280 million euros ($332 million) to support Airbus A320 production [1][1][1] - The new plant is part of Morocco's strategy to enhance its role in the global aerospace supply chain, with production expected to commence in 2029 [1][1][1] - The Moroccan aerospace sector, which includes 150 firms, employs approximately 25,000 people and saw exports increase to 29 billion dirhams ($3 billion) in 2025, up from 26.4 billion dirhams the previous year [1][1][1] Company Developments - The new factory will aid Safran in maintaining the production pace of the Airbus A320 family and in preparing for the next generation of short and medium-haul aircraft [1][1][1] - Safran has previously signed agreements with the Moroccan government to establish an engine assembly line for Airbus jets and a maintenance and repair facility in Midparc, an industrial zone near Casablanca [1][1][1]