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Emerson Electric (NYSE:EMR) 2026 Conference Transcript
2026-02-18 14:52
Emerson Electric (NYSE:EMR) 2026 Conference February 18, 2026 08:50 AM ET Company ParticipantsLal Karsanbhai - President and CEOMichael Baughman - EVP and CFOModeratorWe're gonna get started again. We are really excited to have Emerson with us today. We've got Lal Karsanbhai, who's the President and CEO of Emerson, and Mike Baughman, who is the CFO. Lal, as I walk over to you, it's been a year since you closed the acquisition of the remaining shares of AspenTech, almost a year. And I know you had a vision, ...
高瓴 大调仓
2月18日,高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors(简称"HHLR")公布了截至2025年四季度末的美股持仓情况。 数据显示,截至2025年末,HHLR共持有33只美股上市公司,中概股仍是其核心配置资产。从调仓动作来看,HHLR去年显著增持了阿里巴巴和拼多多, 减持网易、富途控股等标的,持仓进一步集中在电商龙头、生物医药和科技方向。 中概股仍是"心头好" 数据显示,截至2025年末,中概股仍是HHLR的核心配置资产,市值占比达92%。而且截至去年末,HHLR前十大重仓股分别为拼多多、阿里巴巴、百济 神州、富途控股、传奇生物、ARRIVENT BIOPHARMA INC、贝壳、WEBULL CORP、CYTEK BIOSCIENCES INC和CLEARWATER ANALYTICS HLDGS I,中概股占据七席。 从减仓动作来看,截至去年四季度末,HHLR持有富途控股163万股,相较于去年三季度末的323.8万股减少近50%,持有Webull597万股,相较于去年三季 度末的3308万股几乎是清仓式减持。另外,HHLR去年四季度对网易、百度、满帮、冬海集团和Bright Schol ...
Element Solutions (ESI) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:32
Element Solutions (NYSE:ESI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBen Gliklich - CEOBhavesh Lodaya - US Chemicals Equity ResearchCarey Dorman - CFOFrank Mitsch - PresidentJosh Spector - Director of Equity ResearchVarun Gokarn - VP of Strategy and IntegrationConference Call ParticipantsAleksey Yefremov - Managing Director and Equity Research AnalystChris Parkinson - Managing Director and Senior Research AnalystDuffy Fischer - Chemicals Equity Research AnalystJohn Roberts - ...
MKS Instruments(MKSI) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:32
MKS (NasdaqGS:MKSI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDavid Lu - Senior Research AssociateJohn Lee - President and CEOMelissa Weathers - Equity Research AssociateMichael Mani - Equity Research AssociateParetosh Misra - VP of Investor RelationsRam Mayampurath - EVP and CFOConference Call ParticipantsJames Schneider - Senior Equity AnalystJim Ricchiuti - AnalystJoe Quatrochi - Director and Equity Research AnalystPeter Peng - Equity Research AnalystShane Brett - Equity Res ...
PROG (PRG) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:32
PROG (NYSE:PRG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAlessandra Jimenez - Senior Equity Research AssociateBrad Thomas - Associate Director of ResearchBrian Garner - CFOHarold Goetsch - Senior Managing Director and Head of Fintech and FinancialsHoang Nguyen - Equity ResearchJohn Baugh - VP of Investor RelationsKyle Joseph - Managing DirectorSteve Michaels - President and CEOConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystEunice Ah ...
Fiverr(FVRR) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:30
Fiverr (NYSE:FVRR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9Please note this event is being recorded. I would now like to turn the conference over to Emily Greenstein, Investor Relations. Please go ahead.Speaker2Thank you, operator, and good morning, everyone. Thank you for joining us on Fiverr's earnings conference call for the fourth quarter that ended December 31, 2025. Joining me on the call today are Micha Kaufman, Founder and CEO, and Ofer Katz, President and CFO. Before we start, I ...
Uniti Wholesale Accelerates 2026 Expansion; FastWaves™ Delivers 100G/400G in Days, Not Months
Globenewswire· 2026-02-18 14:30
LITTLE ROCK, Ark., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Uniti Wholesale today announced accelerated progress on its 2026 expansion plan, including new data center on-ramps, key route upgrades, and the launch of FastWaves™—a pre-deployed optical capacity program designed to cut delivery intervals for 100G and 400G wavelength services to less than three weeks on select routes. These initiatives expand the company’s reach to critical U.S. data centers while pairing faster turn-ups with market-aligned pricing and ...
Is Fluor Corporation (FLR) One of the Best Stocks Under $50 to Invest In?
Yahoo Finance· 2026-02-18 14:27
Fluor Corporation (NYSE:FLR) is one of the best stocks under $50 to invest in. On January 14, Bank of America analyst Michael Feniger raised the firm’s price target on Fluor to $47.50 from $43 and kept a Neutral rating. This adjustment was made as part of the firm’s 2026 outlook for the machinery, engineering, construction, and waste sectors. While much of Feniger’s coverage experienced a multiple re-rating to a recovery valuation as demand and earnings per share reached their lows, the analyst suggested ...
BMO Capital Expresses Concern Over DraftKings’ (DKNG) 2026 Guidance, Prediction Market Competition
Yahoo Finance· 2026-02-18 14:27
DraftKings Inc. (NASDAQ:DKNG) is one of the best stocks under $50 to invest in. On February 13, BMO Capital analyst Brian Pitz lowered the firm’s price target on DraftKings to $42 from $50 while maintaining an Outperform rating. The analyst noted that the company’s 2026 guidance fell 8% below revenue and 20% below EBITDA estimates at the midpoint. This guidance is discouraging despite management’s claims that prediction markets have a minimal impact on business. Additionally, the firm also suggested that ...
Needham Raises Instacart (CART ) PT to $55 on Strong Execution
Yahoo Finance· 2026-02-18 14:26
Maplebear Inc. (NASDAQ:CART) is one of the best stocks under $50 to invest in. On February 13, Needham raised its price target for Instacart from $50 to $55 and maintained a Buy rating. The firm noted that the company’s ongoing execution serves as a positive indicator against competition concerns. On the same day, Cantor Fitzgerald lowered its price target on Instacart to $47 from $54 while keeping an Overweight rating. The firm noted that Instacart reported a record 14% GTV growth in Q4 2025 and exceeded ...