Core Insights - Figma has opted to go public after rejecting a buyout offer from Adobe, but its stock price has struggled, falling below its $33 IPO price despite a strong opening at $85 and closing at $115.50 on its first trading day [1] Financial Performance - For Q4, Figma reported a revenue increase of 40% year-over-year, reaching $303.8 million, surpassing analyst expectations of $293.15 million [4] - The adjusted EPS for Q4 was $0.08, slightly above analyst estimates [4] Customer Metrics - Figma achieved a net revenue retention (NRR) rate of 136% for customers with annual recurring revenue (ARR) of $10,000 or more, indicating strong growth from existing clients [5] - The NRR has been increasing, with rates of 131% in Q3 and 129% in Q2 [5] Product Adoption and AI Integration - Strong cross-platform adoption is evident, with 80% of weekly users of Figma Make also using Figma Design, highlighting product integration [6] - The company has expanded its product lineup to eight solutions and reported that 75% of customers with ARR above $10,000 are now using AI credits weekly, a significant increase from the previous year [7] Future Projections - Figma forecasts 2026 revenue between $1.366 billion and $1.374 billion, indicating approximately 30% year-over-year growth at the midpoint [8] - For Q1, the expected revenue is between $315 million and $317 million, representing 38% year-over-year growth at the midpoint [8] Valuation and Growth Potential - The company's forward price-to-sales (P/S) ratio is around 8.5 times, which is considered attractive given the projected 30% revenue growth [10] - Figma is introducing new AI-powered products and shifting its pricing model to charge for AI credit usage, which is expected to drive further growth [10]

In South Africa, the return of Stage 3 load-shedding in February 2025 underscored the fragility of the national grid. Eskom’s ageing units continued to experience repeated breakdowns, with unplanned outages often exceeding 14,000 MW, well beyond the threshold required to avoid rotational blackouts . With reserve margins consistently strained, even minor equipment failures trigger load-shedding, highlighting how the combination of ageing infrastructure, maintenance backlogs, and rising demand leaves little r ...

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 ...

Sometimes, the market offers opportunities to buy great stocks at a discount. That's happening now.What goes up can go down. We've seen that adage come true with quite a few stocks in recent months. But can what comes down also go back up? Absolutely, at least in some cases.Some of the sell-offs appear to be overdone. Here are three growth stocks down 30% (or more) to buy right now. 1. DoorDashLike millions of people around the world, you're probably already familiar with DoorDash (DASH +0.04%). The company ...

Core Viewpoint - The upcoming financial reports from Nvidia and Salesforce are anticipated to provide critical insights into the current state of the AI revolution and its implications for the stock market, particularly for SaaS stocks and AI-related technologies [2][13]. Nvidia - Nvidia has experienced a remarkable stock increase of 1,200% since early 2023, driven by the demand for its GPUs, which are essential for running AI models in data centers [4]. - The company's third-quarter revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase, with diluted EPS rising 67% to $1.30 [5]. - Nvidia's management forecasts record revenue of $65 billion for Q4, representing a 65% growth, with adjusted EPS expected to be $1.45, an increase of 63% [5]. - Nvidia constitutes approximately 7.4% of the S&P 500, indicating that its performance can significantly influence the index's movement [6]. Salesforce - Salesforce's stock has declined by 30% since the start of 2026 due to fears that advancements in AI could diminish demand for its SaaS offerings [8]. - For its fiscal 2026 third quarter, Salesforce reported revenue of $10.3 billion, a 9% year-over-year increase, and EPS of $2.20, up 38% [9]. - The company's remaining performance obligation (RPO) grew 12% to $59.5 billion, suggesting strong future demand as RPO growth outpaces revenue growth [9]. - Salesforce is forecasting Q4 revenue of $11.2 billion, indicating an 11% growth, although heavy investments in AI-related tools are expected to reduce EPS by 15% [10]. - Despite its small weighting of 0.28% in the S&P 500, Salesforce's results are viewed as a bellwether for the overall SaaS market [11]. Market Sentiment - There is a prevailing concern among investors regarding the potential decline of SaaS stocks due to AI advancements, termed the "SaaSpocalyse" [8]. - However, Nvidia's CEO Jensen Huang suggests that fears of AI replacing existing software solutions may be exaggerated, arguing that AI will likely enhance rather than replace current software offerings [14].

CSX Corporation (NASDAQ:CSX) is included among the 13 Best NASDAQ Dividend Stocks to Buy Now. BMO Capital Raises CSX Price Target, Sees Continued Freight Recovery On February 19, BMO Capital raised its price recommendation on CSX Corporation (NASDAQ:CSX) to $41 from $38. The firm reiterated a Market Perform rating on the shares. The update came as part of a broader research note on the transportation sector. The firm said the strong rally in transportation stocks since late November 2025 still looks reas ...

Datadog, Inc. (NASDAQ:DDOG) is one the Top 10 AI Stocks in Focus on Wall Street. On February 17, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $225.00 price target. The firm cited clarity following Investor Day, reinforcing the stock as a “Top Pick” for the year. DA Davidson attended Datadog’s investor day in New York City, citing improved confidence in the company’s strategy. Management provided clarity into how Datadog’s platform may evolve, it said, and how it will fit in a ...

The stock is likely to make a big move.Nvidia (NVDA +0.94%) remains the most talked-about stock on the market, even though its performance has been underwhelming recently. It's roughly flat year to date, but it's likely to make a big move after it reports fiscal 2026 fourth quarter (ended Jan. 25) earnings on Wednesday, Feb. 25, although it's unclear in which direction.Here's what investors can expect, and what I'll be watching for in the results.Beating Wall Street's expectationsNvidia has a history of bea ...

Group 1 - The S&P 500 is considered one of the best long-term wealth creation tools despite short-term valuation or economic growth concerns [1][3] - The Vanguard S&P 500 ETF is the largest ETF globally, providing simple and cost-effective exposure to major U.S. companies [1] - The index's allocation to technology stocks has grown significantly, now accounting for 33% of the S&P 500, with a focus on the "Magnificent Seven" stocks [2][5] Group 2 - The current sector allocations in the S&P 500 include Technology (33%), Communication Services (11%), Consumer Discretionary (10%), Healthcare (9%), and Industrials (9%) [5] - The S&P 500's performance will be heavily influenced by the tech sector and the Magnificent Seven stocks in the foreseeable future [6] - Long-term investors should maintain exposure to various sectors of the U.S. economy, and owning the Vanguard S&P 500 ETF is an effective way to achieve this [9] Group 3 - The economic environment currently favors large-cap companies, which show better earnings growth and quality compared to small-cap companies [10] - A significant portion of companies in the Russell 2000 index are unprofitable, while the S&P 500 has a much lower percentage of unprofitable companies [10] - Long-term wealth creation will be driven by earnings, making the S&P 500 a solid long-term investment despite short-term valuation concerns [11]

Market Performance - The S&P 500 posted a weekly gain of 1.1%, marking its best weekly performance since early January [1] - The tech-heavy Nasdaq 100 also advanced by 1.1%, stabilizing after an early-month decline [1] - The Small-Cap 600 saw more modest gains of 0.6%, while the Mid-Cap 400 increased by 1.2% [1] Sector Performance - Real estate equities benefited from unexpectedly strong REIT earnings, helping to mitigate rate-related challenges [1] - The Equity REIT Index rose by 0.3%, with 10 out of 20 property sectors showing positive performance [1] - The Housing Index declined by 1.8%, reflecting mixed housing market data and ongoing affordability issues due to high mortgage rates [1] Economic Context - Geopolitical uncertainty has led to a pause in the "value rotation" trend that characterized early 2026 [1] - There are concerns regarding the sustainability of high capital spending and changing competitive dynamics influenced by AI-written software [1]