Core Insights - Compugen Ltd. is a clinical-stage cancer immunotherapy company that utilizes AI/ML for drug target discovery [1] - The company will participate in two upcoming investor conferences, including the Oppenheimer 36th Annual Healthcare Life Sciences Conference and the Leerink Partners 2026 Global Healthcare Conference [1] Company Overview - Compugen is focused on developing cancer immunotherapies through its AI/ML powered computational discovery platform, Unigen™ [1] - The company has two main programs targeting TIGIT: COM902, a fully owned anti-TIGIT antibody in Phase 1, and rilvegostomig, an Fc-reduced PD-1/TIGIT bispecific antibody in Phase 3 development by AstraZeneca [1] - Additional programs include COM701, a potential first-in-class anti-PVRIG antibody, and GS-0321, a high affinity anti-IL-18 binding protein antibody licensed to Gilead [1] Upcoming Events - The Oppenheimer conference will take place on February 26, 2026, featuring a fireside chat at 2 PM ET [1] - The Leerink Partners conference is scheduled for March 9, 2026, with a fireside chat at 8:40 AM ET [1] - Live webcasts of the fireside chats will be available on Compugen's Investor Relations website [1]

Core Insights - Arista Networks, Inc. (ANET) reported strong fourth-quarter 2025 results, with revenues and adjusted earnings significantly increasing year over year, driven by robust demand trends and innovative product launches [1] Financial Performance - GAAP net income for the quarter rose to $955.8 million or 75 cents per share, up from $801 million or 62 cents per share in the previous year [2] - Non-GAAP net income reached a record high of $1.05 billion or 82 cents per share, compared to $849.6 million or 66 cents per share in the year-ago quarter, beating the Zacks Consensus Estimate by 7 cents [2] - For the full year 2025, GAAP earnings were $3.51 billion or $2.75 per share, an increase from $2.85 billion or $2.23 per share in 2024 [3] Revenue Growth - Quarterly revenues surged to $2.49 billion from $1.93 billion in the prior-year quarter, exceeding the consensus estimate of $2.37 billion [4] - Total revenues for 2025 increased to $9.01 billion from $7 billion in 2024, driven by strong demand across the product portfolio [4] Product and Service Performance - Net quarterly sales from products totaled $2.09 billion, up from $1.61 billion in the year-ago quarter, while service revenues increased to $392.1 million from $322.3 million [5] - The Americas contributed approximately 79% to total revenues, with international revenues making up the remainder [6] Profitability Metrics - Non-GAAP gross profit rose to $1.58 billion with respective margins of 63.4% and 64.2%, although the margin declined year over year due to a higher mix of sales to cloud and AI Titan customers [7] - Total operating expenses increased to $530.9 million from $431.4 million in the year-ago quarter, but operating income rose to $1.03 billion from $799.6 million [8] Future Outlook - For Q1 2026, management expects revenues to be approximately $2.6 billion, with a projected 25% revenue growth for 2026 [9][11] - Non-GAAP gross margin is expected to be between 62-63% and non-GAAP operating margin around 46% for Q1 2026 [11] Cash Flow and Liquidity - In 2025, Arista generated $4.37 billion of net cash from operating activities, compared to $3.71 billion in 2024 [10] - As of December 31, 2025, the company had $1.96 billion in cash and cash equivalents [10]

Core Viewpoint - Zealand Pharma A/S will host a conference call on February 19, 2026, to present its full year 2025 financial results [1] Group 1: Conference Call Details - The call will feature President and CEO Adam Steensberg, CFO Henriette Wennicke, and CMO David Kendall, followed by a Q&A session [2] - A live audio webcast and accompanying slide presentation will be available online [3] - Participants are encouraged to register approximately 10 minutes before the call, and a recording will be accessible on the company's website afterward [4] Group 2: Company Overview - Zealand Pharma A/S is focused on developing medicines for obesity and metabolic health, leveraging over 25 years of peptide R&D expertise and advanced data-driven approaches [5] - The company has over ten drug candidates in clinical development, with two products already on the market and three in late-stage development [6] - Zealand Pharma was founded in 1998 and is headquartered in Copenhagen, Denmark, with a presence in Boston, Massachusetts [6]

Core Viewpoint - Compugen has appointed Michele Holcomb, Ph.D., as an independent director to its Board of Directors, effective February 11, 2026, bringing over 30 years of experience in biotech, pharmaceuticals, and healthcare services [1] Group 1: Appointment Details - Michele Holcomb's extensive background includes strategic insights, corporate development, and operational experience, which will enhance Compugen's Board [1] - The appointment is expected to strengthen the company's ability to convert clinical opportunities into long-term value for patients and shareholders [1] Group 2: Company Overview - Compugen is a clinical-stage cancer immunotherapy company utilizing AI/ML for drug target discovery [1] - The company has multiple first-in-class clinical programs and partnerships, including two validating pharma partnerships [1] - Compugen's pipeline includes several differentiated programs targeting TIGIT and other novel drug targets [1] Group 3: Dr. Holcomb's Background - Dr. Holcomb has held significant roles, including EVP at Cardinal Health and COO at Teva Pharmaceuticals, focusing on strategy and business development [1] - She has experience in managing partnerships, acquisitions, and optimizing portfolios in the healthcare sector [1] - Dr. Holcomb serves on various boards and has a strong academic background with a BS and PhD in chemistry [1]

Powering Our Critical Energy Future February 5, 2026 Disclaimer Cautionary Note Regarding Forward-Looking Statements. This presentation contains "forward-looking statements" and information based on the current beliefs of Kodiak Gas Services, Inc. (the "Company"). Forward- looking statements in this communication are identifiable by the use of the following words, the negative of such words, and other similar words: "anticipates," "assumes," "believes," "could," "estimates," "expects," "forecasts," "goal," ...

Core Insights - Algorhythm Holdings, Inc. will showcase its APEX AI SaaS solution at the Link 2026: The Retail Supply Chain Conference, a premier event for retail logistics in the US [1][2] Company Overview - Algorhythm Holdings is a leading AI technology company focused on the development of SemiCab, which addresses supply chain challenges for major retailers and transportation providers globally [5] - SemiCab's AI-enabled Collaborative Transportation Platform optimizes logistics by predicting and managing millions of loads and hundreds of thousands of trucks [5] Industry Context - The U.S. full-truckload market is valued at over $450 billion annually for 2025 and is projected to grow to $535 billion by 2030 [4] - An estimated $150 billion was lost to empty miles in 2025, highlighting inefficiencies in the logistics sector [4] Product Features - SemiCab Apex is designed to integrate seamlessly with existing transportation management systems (TMS) and enhance logistics operations for 3PLs and enterprise shippers [3][7] - The platform allows for the creation of multi-party freight networks, reducing empty miles and unlocking shared efficiencies [7] - Predictive analytics and benchmarking capabilities are included to identify cost savings and improve yield per lane [7]

Core Viewpoint - HII has appointed Daniel Marks as vice president of contracts and pricing at its Ingalls Shipbuilding division, succeeding Stephen Fitts, who has moved to vice president of supply chain management [1][2]. Group 1: Leadership Changes - Daniel Marks takes over the role of vice president of contracts and pricing, responsible for contract administration, estimating and pricing, and export/import licensing and compliance [2]. - Stephen Fitts has been appointed vice president of supply chain management, succeeding Scott Weldon, who retired after 25 years with the company [1]. Group 2: Daniel Marks' Background - Marks has been with HII since 2007, starting as an analyst in cost estimating and progressing through various roles including cost estimating manager and director of business management [5]. - He holds a bachelor's degree in business administration from Millsaps College and a master's in business administration from the University of Southern Mississippi [6]. Group 3: Company Overview - HII is the largest military shipbuilder in the U.S. with over 135 years of history in advancing national security [8]. - The company employs a workforce of 44,000 and focuses on delivering powerful ships and all-domain solutions to protect peace and freedom globally [7][8].

Core Viewpoint - Super Micro Computer, Inc. (SMCI) will host its second quarter fiscal 2026 financial results conference call on February 3rd, 2026, at 5:00 p.m. ET / 2:00 p.m. PT, with a webcast available for access [1]. Group 1 - Supermicro is a global leader in Application-Optimized Total IT Solutions, focusing on Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure [2]. - The company designs and manufactures its products in-house in the US, Taiwan, and the Netherlands, optimizing for scale and efficiency while reducing environmental impact [2]. - Supermicro's award-winning portfolio includes Server Building Block Solutions® that allow customers to customize systems based on their specific workloads and applications [2].

Core Insights - HII's Ingalls Shipbuilding division has successfully completed builder's sea trials for the USS Zumwalt (DDG 1000), marking a significant milestone in the modernization of the Navy's first Conventional Prompt Strike (CPS) platform [1][2] Group 1: Modernization and Capabilities - The USS Zumwalt underwent extensive modernization, including the integration of the CPS weapon system and the replacement of the original twin 155mm Advanced Gun Systems with new missile tubes [2] - The Zumwalt-class destroyers are equipped with advanced technologies such as electric propulsion systems, wave-piercing tumblehome hulls, and stealth designs, enabling them to perform a variety of missions including deterrence and power projection [5] Group 2: Company Overview - HII is recognized as the largest military shipbuilder in the U.S., with a history of over 135 years in advancing national security [6] - The company employs a workforce of 44,000 and focuses on delivering a wide range of defense capabilities, including ships, unmanned systems, and cyber solutions [6]

Core Insights - Algorhythm Holdings, Inc. announced a $1.6 million contract expansion with Hindustan Unilever, Ltd. (HUL), marking a significant increase in business for SemiCab, a subsidiary focused on logistics and distribution [1][2] Group 1: Contract Details - The new contract represents a more than 10x increase in value compared to the previous pilot program [2] - The contract provides SemiCab with strategic geographic synergies in the Southern Corridor of Bangalore, where it holds a dominant market share [2] Group 2: Strategic Implications - The additional volume from HUL is expected to enhance SemiCab's freight network, minimizing empty mileage and improving fleet utilization [2][3] - The CEO of SemiCab emphasized that the contract aligns with their growth strategy for 2026, focusing on improved network optimization and lane density [3] Group 3: Company Overview - Algorhythm Holdings, through SemiCab, utilizes AI technology to address supply chain challenges, enabling collaboration among manufacturers, retailers, and carriers [4] - SemiCab's platform leverages real-time data and predictive optimization models to enhance logistics efficiency, allowing shippers to reduce costs while increasing carrier earnings [4]