Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...

Core Viewpoint - Dell Technologies Inc. is recognized as one of the 12 cheap technology stocks to invest in according to hedge funds, with analysts maintaining a positive outlook despite recent price target adjustments [1][2]. Group 1: Analyst Ratings and Price Targets - Wells Fargo analyst Aaron Rakers lowered the price target on Dell from $200 to $180 while maintaining a Buy rating, indicating an upside potential of over 47% [1]. - Evercore ISI added Dell to its 'Tactical Outperform' list ahead of the Q4 FY2026 results, with analyst Amit Daryanani lowering the price target from $180 to $160 [2]. Group 2: Financial Performance and Growth Potential - Despite the price adjustments, Daryanani remains optimistic about Dell's strong near-term demand trends in traditional hardware and AI compute, expecting upside to revenue and earnings per share estimates of $31.4 billion and $3.52 respectively [3]. - Dell's ISG segment is experiencing significant growth, with a 24% increase in Q3 FY2026 and a robust AI server backlog, indicating a strong outlook for this segment [4]. Group 3: Market Position and Strategic Focus - Dell Technologies designs, develops, manufactures, and sells integrated solutions, products, and services globally, operating in two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) [4].

Key Takeaways Lumentum's OCS backlog surpassed $400M, with most shipments set for the second half of 2026.Lumentum's CPO wins, including a multi-million laser order for 2027, expand its AI photonics pipeline.The Zacks Consensus Estimate pegs LITE's Q3 revenues at $805.39M, up 89.41% year over year.Lumentum (LITE) is at an inflection point in two of the most strategically significant optical technologies powering the AI infrastructure buildout. Optical circuit switches (OCS) and co-packaged optics (CPO) are ...

Investors who lost money on Oracle Corporation(ORCL) should contact The Gross Law Firm about pending Class Action - ORCL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 24, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Oracle Corporation (NYSE: ORCL).Shareholders who purchased shares of ORCL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake ...

Keysight Technologies (NYSE:KEYS) Q1 2026 Earnings call February 23, 2026 04:30 PM ET Company ParticipantsKailash Narayanan - President of the Communication Solutions GroupLiz Morali - VP of Investor RelationsNeil Dougherty - EVP and CFOSatish Dhanasekaran - President and CEOSteve Yoon - SVP of Global SalesConference Call ParticipantsAaron Rakers - Managing Director and Senior Equity AnalystAndrew Spinola - Director and Senior Equity AnalystAtif Malik - Managing Director and Senior Equity AnalystDavid Ridle ...

Core Viewpoint - Dominion Energy is a significant player in the utility sector, focusing on electric power and natural gas, with a strong presence in the U.S. energy market [1] Financial Performance - Dominion Energy reported an EPS of $0.68 for the quarter ending December 2025, surpassing the estimated EPS of $0.66, consistent with its trend of exceeding expectations [2][6] - The company's revenue for the same quarter was approximately $4.09 billion, exceeding the estimated $3.64 billion, representing a 14.90% increase over the Zacks Consensus Estimate and a rise from $3.4 billion in the previous year [3][6] Strategic Outlook - Despite strong quarterly results, Dominion Energy has projected its annual profit to fall short of Wall Street expectations, but it plans a nearly 30% increase in its five-year capital spending to meet rising electricity demand, particularly from AI infrastructure [4][6] Market Position - The company has a P/E ratio of approximately 23.53, a price-to-sales ratio of about 3.48, and a debt-to-equity ratio of 1.75, indicating financial leverage [5] - A current ratio of 0.84 suggests the company's ability to cover short-term liabilities [5]

Core Viewpoint - Brookfield Corporation is making significant investments in AI infrastructure, viewing it as a once-in-a-generation opportunity to capitalize on the transformative potential of AI technology [1][3]. Investment Strategy - Brookfield has launched the Brookfield AI Infrastructure Fund with a goal of securing $10 billion in equity commitments, having already received $5 billion at launch, including contributions from Brookfield and Nvidia [5]. - The company aims to leverage the capital raised to acquire up to $100 billion in AI infrastructure assets, focusing on energy, land, data centers, and compute power [5]. Market Potential - An estimated $7 trillion is needed globally for AI infrastructure over the next decade to fully realize AI's potential [2]. - Brookfield's strategy includes building specialized AI data centers and ensuring the necessary power-generating capacity to support these facilities [2]. Initial Investments - One of the fund's initial investments is Radiant, a new Nvidia cloud partner that will build AI factories based on Nvidia's design to provide AI services [6]. Growth Drivers - Brookfield's extensive investments in infrastructure and power through other funds position it well to support AI infrastructure projects [9]. - The company anticipates a 25% annual growth rate in earnings per share over the next five years, with current shares trading at a discount to their estimated value [10]. Competitive Position - Brookfield is emerging as a leader in AI infrastructure, supported by its partnership with Nvidia, which enhances its ability to deliver robust earnings growth [11].

Performance was constrained in Q4 by slower-than-expected processing of China export permits, despite robust underlying demand for substrate materials. The AI infrastructure build-out is fueling a massive upgrade cycle in data centers, driving indium phosphide backlog to a record high of over $60 million. Management is executing a rapid capacity expansion, having already added 25% more capacity since October with plans to double Q4 2025 levels by year-end 2026. Strategic vertical integration through ...

AXT (NasdaqGS:AXTI) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsGary Fischer - CFOLeslie Green - Investor RelationsMorris Young - CEOTim Bettles - VP of Business DevelopmentConference Call ParticipantsMatt Bryson - AnalystRichard Shannon - AnalystTim Savageaux - AnalystOperatorGood afternoon, everyone, and welcome to AXT's Q4 2025 financial conference call. Leading the call today is Dr. Morris Young, Chief Executive Officer, and Gary Fischer, Chief Financial Officer. In addition, ...

Core Viewpoint - Caterpillar, Honeywell, and Chevron are the top performers in the Dow Jones for 2026, each showing over 20% year-to-date gains, driven by strong earnings, strategic restructuring, and resilience in the energy market [1] Group 1: Company Performance - Caterpillar (CAT) has a year-to-date return of +31.6%, achieving record revenue of $19.13 billion in Q4 2025, surpassing estimates of $17.8 billion, with adjusted EPS of $5.16 [1] - Honeywell (HON) has a year-to-date return of +23.6%, with Q4 2025 revenue of $9.76 billion, slightly below the estimate of $9.87 billion, but adjusted EPS of $2.59 exceeded the consensus of $2.54 [1] - Chevron (CVX) has a year-to-date return of +21.8%, reporting Q4 2025 revenue of $46.87 billion, beating estimates of $46.7 billion, and adjusted EPS of $1.52 against a consensus of $1.44 [1] Group 2: Strategic Developments - Honeywell is restructuring into three public companies to unlock value, with orders increasing 23% organically and a backlog exceeding $37 billion [1] - Chevron's record production increased by 12% year-over-year, supported by the integration of the Hess acquisition, and it generated free cash flow of $5.5 billion, a 26% increase [1] - Caterpillar's Power and Energy segment surged 23% to $9.40 billion, driven by demand for power-generation equipment related to AI data centers [1] Group 3: Financial Metrics - Chevron's operating cash flow rose 24% to $10.8 billion, funding a 4% dividend increase to $1.78 per share and a $12.1 billion share repurchase program [1] - Honeywell's guidance for 2026 includes sales of $38.8 billion to $39.8 billion, adjusted EPS of $10.35 to $10.65, and free cash flow of $5.3 billion to $5.6 billion [1] - Caterpillar's share repurchases and dividends totaled $7.9 billion in 2025, supported by $11.74 billion in operating cash flow [1]