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The ‘English Warren Buffett’ Just Dumped Half His Alphabet Stake
Yahoo Finance· 2026-02-17 19:43
Quick Read Alphabet (GOOG, GOOGL) Q4 revenue rose 18% to $113.8B. Net income increased 30% to $34.5B. Google Cloud revenue surged 48% to $17.7B driven by AI infrastructure demand. Alphabet stock dropped 11% following 2026 capex guidance ranging from $175B to $185B. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Terry Smith, the founder and CEO of Fundsmith, is often dubbed the "English Warren Buffe ...
NVDU As AI Stocks Dip
Seeking Alpha· 2026-02-17 18:57
Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports available, covering market movements of over 20 different commodities and providing various trading recommendations [1][2]. Group 1: Report Overview - The report includes bullish, bearish, and neutral calls, along with directional trading recommendations and actionable ideas for traders through a portfolio approach [1][2]. Group 2: Author Background - Andrew Hecht, a veteran with 35 years of experience on Wall Street, specializes in commodities and precious metals, and manages The Hecht Commodity Report [2].
Labcorp Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-17 18:46
Management also highlighted continued strength in specialty and esoteric testing. Schechter said esoteric testing grew double digits in 2025 and remains a key growth engine, including in the company’s central laboratory business serving clinical trials. CFO Julia Wang added that esoteric testing as a share of total testing revenue increased over time, from 37.5% in the first quarter of 2023 to 41.5% in the fourth quarter of 2025.During the fourth quarter, Labcorp entered into an agreement to acquire select ...
Appian to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-17 18:41
Core Insights - Appian (APPN) is expected to report its fourth-quarter 2025 results on February 19, with earnings estimated at 9 cents per share and revenues projected at $189.1 million, indicating a 13.45% year-over-year increase [1][8] - The company has consistently surpassed earnings estimates in the past four quarters, with an average surprise of 268.33% [1] Revenue and Performance - Appian's fourth-quarter performance is anticipated to benefit from record cloud subscription revenues, which increased by 21% year-over-year, and strong Q3 cloud net new ACV bookings, with 90% of new software bookings coming from cloud offerings [2] - The company secured a significant seven-figure software deal for AI deployment, reflecting a 50% year-over-year increase [2] Guidance and Market Conditions - Appian has adopted a cautious stance regarding the potential impact of a government shutdown, estimating a maximum revenue and EBITDA impact of $10 million [3] - The company has raised its full-year Cloud Subscriptions Revenue guidance to a range of $435-$437 million and total revenue guidance to $711-$715 million, with Adjusted EBITDA guidance set at $67-$70 million [6] AI and International Operations - AI is becoming a core strength for Appian, with over 25% of customers currently paying for AI services, and nearly half of AI customers utilizing Intelligent Document Processing [4] - International operations contributed 40% of total revenues, with increased AI adoption expected to have occurred in the fourth quarter, positively impacted by the depreciation of the dollar against foreign currencies [5]
AI Vs. Software: The $2 Trillion Paradox
Seeking Alpha· 2026-02-17 18:14
Core Viewpoint - The company focuses on helping individual investors achieve financial independence through strategic dividend investing, emphasizing a straightforward method that empowers investors to control their financial future [1] Group 1: Investment Strategy - The investment approach is centered around the motto "Buy Low, Sell High, Get Paid to Wait," which has proven effective in generating reliable income even during market volatility [1] - The company offers three model portfolios tailored for different investing styles: high yield, high growth, and balanced approach, all of which have outperformed the market since inception [1] Group 2: Tools and Resources - Members gain access to a comprehensive suite of tools, including in-depth analysis of 100 hand-picked dividend stocks and weekly buy/watch/sell lists to facilitate informed decision-making [1] - The proprietary DFT Charts are part of the resources provided to members, enhancing their investment insights [1] Group 3: Community and Support - The company fosters a vibrant community of dividend investors, promoting transparency and engagement, where members can learn from each other and share their investment goals [1] - Support is available for both novice and experienced investors, aiming to help them turn retirement dreams into reality [1]
HD Jumps 17% in 3 Months: Should You Buy, Hold or Sell the Stock?
ZACKS· 2026-02-17 18:01
Core Insights - Home Depot's shares have increased by 17% over the past three months, underperforming the Zacks Retail - Home Furnishings industry's growth of 18.8% but outperforming the Retail-Wholesale sector's return of 3.7% and the S&P 500's rally of 4.1% during the same period [1][6] - The stock is currently trading at $391.05, which is 8.4% below its 52-week high of $426.75 reached in September [1][2] Performance Comparison - Home Depot has lagged behind key peers such as Lowe's Companies Inc. (31.5%), Williams-Sonoma, Inc. (19.1%), and Floor & Decor Holdings, Inc. (21%) over the past three months [2][6] - The stock is trading above its 50-day and 200-day simple moving averages, indicating a favorable technical setup [2][3] Growth Strategy - Home Depot is focusing on expanding its Pro ecosystem and enhancing digital tools, including AI-powered blueprint takeoffs, to drive growth [6][7] - The company is deepening relationships with professional contractors by combining retail scale with wholesale distribution expertise, enhancing cross-selling opportunities [8] Digital Innovation - The AI-powered blueprint takeoffs tool improves planning efficiency by analyzing construction plans and generating material estimates quickly [9] - Investments in fulfillment and operational efficiency are aimed at enhancing customer experience through faster delivery and improved inventory visibility [10] Financial Overview - In Q3 of fiscal 2025, Home Depot invested approximately $900 million in capital expenditures, with a full-year capex projected at 2.5% of sales [11] - The Zacks Consensus Estimate projects a 3.3% year-over-year increase in sales and a 4.9% decline in EPS for the current fiscal year [12] Market Challenges - Home Depot faces downward estimate revisions due to pressures in the home improvement environment, particularly for larger discretionary projects [15] - High interest rates and subdued housing turnover are impacting customer demand for big-ticket remodels, while smaller projects remain stable [15] Valuation Analysis - The company is currently trading at a forward 12-month P/E multiple of 25.74, which is above the industry's average of 23.53 and the sector's 24.19, suggesting that Home Depot may be overvalued [18][20] - Compared to peers, Home Depot trades at a premium to Lowe's and Williams-Sonoma but at a discount to Floor & Decor Holdings [20] Investment Outlook - Home Depot's structural strengths through Pro expansion and digital investments support its long-term growth outlook [21] - However, the stock's premium valuation and slower earnings momentum limit near-term upside potential, suggesting that maintaining existing positions may be prudent while new investors might wait for clearer demand improvement [22]
Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
Seeking Alpha· 2026-02-17 17:58
Alibaba ( BABA ) has been in play for several months for a variety of reasons. The firm reported mixed Q2 results last November, shortly after detailing its Qwen AI application . Then, just recently, the company was added to and then removed from theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion ...
Should You Invest in Teva Pharmaceutical (TEVA), Here’s What the Street Has to Say
Yahoo Finance· 2026-02-17 17:56
​Teva Pharmaceutical Industries Limited (NYSE:TEVA) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street is bullish on Teva Pharmaceutical since its fiscal Q4 2025 earnings were released on January 28. ​Recently, on February 10, Goldman Sachs analyst Matthew Dellatorre reiterated a Buy rating on the stock and raised the price target from $36 to $45. Earlier on January 28, Trust Financial also raised its price target from $36 to $38, while maintaining a Buy rating on the stock. ​Teva Phar ...
Barrick Mining Corporation (B) Among the Best Performing Foreign Stocks to Buy Now
Yahoo Finance· 2026-02-17 17:56
Barrick Mining Corporation (NYSE:B) is one of the Best Performing Foreign Stocks to Buy Now. The company topped estimates for its fiscal Q4 2025 earnings released on February 5. Wall Street maintains its bullish stance, with analysts’ 12-month price target reflecting more than 22% upside from the current level. ​Recently, on February 10, Ralph M. Profiti from Stifel Nicolaus reiterated a Buy rating on the stock and raised the price target from $47.73 to $69.76. Earlier, on February 6, D.A. Davidson also ...
Wall Street Turns Bullish on ​ASML Holding N.V. (ASML), Here’s Why
Yahoo Finance· 2026-02-17 17:56
​ASML Holding N.V. (NASDAQ:ASML) is one of the Best Performing Foreign Stocks to Buy Now. ASML Holding N.V. (NASDAQ:ASML) released its fiscal Q4 2025 earnings on January 28. The company topped revenue estimates and reported strong bookings growth. Wall Street has been bullish on the stock ever since. ​Recently, on January 29, Barclays upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, Bernstein raised the price target from $1,642 to $1,911 and maintained a Buy ratin ...