Samsung rose 4.9% in trading in Seoul amid a report of a boost to high-bandwidth memory prices but Micron wasn't feeling the benefit. ...

Investors focused on accelerating revenue growth and upbeat guidance that signaled continued momentum for the collaborative design platform.Wall Street also reacted to the company’s recent expanding partnership with Anthropic, which introduces a feature called “Code to Canvas” aimed at linking AI-generated code with Figma’s design workflow, CNBC reported on Tuesday.The new “Code to Canvas” feature allows developers to convert AI-produced interfaces into editable layouts inside the Figma canvas. Teams can ad ...

Core Insights - Many software companies have rapidly transitioned from being favored AI stocks to facing significant risks due to competition from low-cost, AI-driven applications [1] Group 1: Industry Trends - The Q4 earnings season is revealing strong performance among technology companies, indicating a potential shift in market dynamics [1] - The experience of analysts covering technology firms on Wall Street and in Silicon Valley highlights the evolving themes within the industry [1] Group 2: Analyst Background - Gary Alexander, an analyst with extensive experience in both technology and startup environments, has been contributing insights to Seeking Alpha since 2017 [1] - His work has been featured in various web publications and is syndicated to popular trading platforms like Robinhood [1]

Core Viewpoint - Zacks Investment Research has initiated coverage of Iveda Solutions, Inc. (IVDA) with a "Neutral" recommendation, indicating a balanced risk-reward profile as the company aims to convert backlog into sustainable profitability while managing geographic and customer concentration risks [1] Company Overview - Iveda Solutions, headquartered in Mesa, AZ, provides AI-driven video surveillance and IoT technologies supporting smart city and digital transformation initiatives, with offerings including intelligent video analytics, the Cerebro IoT platform, smart poles, power solutions, drones, sensors, body cameras, and health monitoring systems [2] - The company primarily operates in the United States and Taiwan, with Taiwan accounting for 85% of total revenues projected for 2024 [2] Financial Performance - For 2024, consolidated revenues are projected at $6 million, reflecting a 7% decrease year over year, with equipment sales and installation comprising 93% of revenues and services making up 7% [3] - In the first nine months of 2025, the company raised $2.7 million through an equity program and an additional $2.2 million in October, increasing cash and equivalents to $3.3 million as of September 30, 2025, which extends operational runway [4] - Total operating expenses decreased by approximately $810,000 year over year in the first nine months of 2025, narrowing the operating loss to $1.6 million from $2.5 million in the prior year, while gross profit improved to $1.25 million with a gross margin expansion to 31% from 17% [5] Growth Drivers - The company is developing a modest but growing services stream, which may help stabilize revenue volatility over time, enhancing visibility and supporting margin stability [6] Challenges - Iveda remains unprofitable and is dependent on the timing of equipment shipments, installations, and milestone approvals, leading to potential revenue volatility [7] - Customer concentration is significant, with two customers representing a large portion of 2025 revenues, and the company's geographic exposure to Taiwan is high [7] - Working capital fluctuations and potential future financing needs introduce uncertainty regarding the path to sustained profitability [7] Valuation - Shares have declined significantly over the past year, trading at 0.53X trailing 12-month P/B and 0.22X EV/EBITDA, both below industry and broader market averages, indicating a compressed valuation [8]

Market Analysis by covering: Bank of America Corp, Alphabet Inc Class A, Apple Inc, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

在AI高速发展拉动电力需求、老旧电网设备更新等逻辑的驱动下，电力设备板块在节前一度领涨市场。 兴业证券在近期的研报中做出了2026年十大产业趋势展望，其中电力设备赫然在列。 上周，输配电设备制造商思源电气递表港交所，冲击A+H双重上市。 格隆汇获悉，思源电气股份有限公司（简称"思源电气"）于2月11日递表港交所，由中信证券担任保荐人。 2004年8月，思源电气成功登陆深交所主板，证券代码：002028.SZ，截至2026年2月13日，公司股价212.63元/股，市 值1661亿元。 公司股价自2023年以来年线全部收红，2025年年初至今涨幅近2倍。 01 公司董事会目前由七名董事组成，包括三名执行董事、一名非执行董事及三名独立非执行董事。 董增平今年56岁，目前担任公司执行董事、主席兼总经理，他1991年7月毕业于上海交通大学，获高电压技术与设备 专业学士学位。 此外，董增平还担任江苏省如高高压、江苏思源赫兹、上海思源电力电容器等公司的董事，以及思源清能、北京思源 清能电气电子有限公司、上海思源高压的执行董事等职务。 | | | | 加入 | 獲委任為 | | 高級管理層 | | --- | --- | - ...

V.F. Corporation (NYSE:VFC) is one of the best luxury stocks to buy now. On February 2, JPMorgan lifted the price target on V.F. Corporation (NYSE:VFC) to $19 from $17 while maintaining a Neutral rating on the shares. Jim Cramer Is Not Seeing a Comeback For VF Corp (VFC) Anytime Soon In another development, Williams Trading reaffirmed a Sell rating on the stock on January 30, setting a price target of $14.00 and citing the company’s questionable long-term targets and execution risk. The firm considers V. ...

Upbound Group (NasdaqGS:UPBD) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsBobby Griffin - Managing Director of Equity ResearchFahmi Karam - CEOHal Khouri - CFOKyle Joseph - Managing DirectorSteven Kos - Director of Finance and Investor RelationsYuna Sohn - Equity Research Senior AssociateConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystBrad Thomas - Managing Director and Equity Research AnalystHoang Nguyen - VP and Senior Equity Research ...

Cushman & Wakefield (NYSE:CWK) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsJulien Blouin - VPMegan McGrath - Head of Investor RelationsMichelle MacKay - CEONeil Johnston - CFOSeth Bergey - Senior Research AssociateConference Call ParticipantsAlex Kram - Senior Research AnalystAnthony Paolone - Executive Director and Head of U.S. Real Estate Stock Research and Senior AnalystBrendan Lynch - Director and Co-Head of U.S. Equity REIT Research AnalystMitch Germain - Managing Director a ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q4 2025 was $45.5 million, a year-over-year decrease of 10.4% [11] - GAAP net income was $1 million or $0.08 per diluted share, compared to $0.3 million or $0.02 per diluted share in the prior year [14] - Non-GAAP net income was $2.5 million or $0.21 per diluted share, compared to $2.8 million or $0.23 per diluted share in the prior year [15] - Full year 2025 consolidated revenue was $191.4 million, a year-over-year decrease of 3.8% [16] - Gross profit for Q4 was $12.9 million, a decline of 12.5% compared to the same period last year [13] Business Line Data and Key Metrics Changes - IT Staffing Services segment revenue for Q4 2025 was $37.7 million, down 7% year-over-year, with headcount falling by 16.7% [6][11] - Data and Analytics Services segment revenue for Q4 2025 was $7.8 million, a decrease of 24% year-over-year [7][12] - Average bill rates reached an all-time high of $87.32, reflecting a focus on higher value engagements [7][11] Market Data and Key Metrics Changes - Bookings for Q4 2025 totaled $11.3 million, up nearly 37% over the same period last year [8][12] - The company is seeing strong renewals, indicating customer confidence in its ability to deliver value [8][51] Company Strategy and Development Direction - The company aims to build an AI-first services company, focusing on long-term sustainable growth and unlocking value for customers [9][32] - Strategic priorities for 2026 include delivering sustainable growth, investing in differentiated capabilities, and enhancing customer relationships [9][30] - The EDGE initiative is reshaping the company's cost structure and resource allocation to support future growth [17][18] Management's Comments on Operating Environment and Future Outlook - The market remains challenging, with clients cautious about technology budgets while pursuing modernization [5][34] - Despite macroeconomic volatility, there is reasonable confidence from clients regarding modernization efforts [36] - The company is well-positioned to help clients accelerate their AI adoption journeys [36] Other Important Information - The company maintained a solid financial position with $36.5 million in cash and no bank debt as of December 31, 2025 [18][19] - A new share repurchase program has been authorized, allowing for the repurchase of up to $5 million in common stock [20] Q&A Session Summary Question: What was the billable consultant count at the end of the quarter? - The company ended the quarter with 840 billable consultants in IT Staffing Services as of December 25 [24] Question: Are there any more one-time expenses and severance expected? - The finance and accounting transition is complete, and no significant future costs are expected [26] Question: What is the plan for cost savings in 2026? - The company plans to focus on efficiencies and investments in talent and capabilities to drive growth in 2026 [28] Question: What is the grand plan for 2026 and 2027? - The focus is on growth, targeting specific industry segments, and enhancing offerings to help clients modernize with AI [30][31] Question: Can the company grow this year given the market conditions? - The company has not seen significant pressure from clients and remains focused on modernization efforts [34][36] Question: How should SG&A levels be viewed moving forward? - Q4 SG&A levels are considered efficient, but the company plans to increase investments in talent and capabilities [42] Question: What is the outlook for cash usage and potential M&A activity? - The company aims to use cash for strategic priorities, including share repurchases and investments in capabilities [54]