We recently published 10 Big Names With Explosive Gains.  Royal Caribbean Cruises Ltd. (NYSE:RCL) was one of the top performers on Thursday. Royal Caribbean rallied for a second day on Thursday, jumping 18.65 percent to finish at $345.98 apiece following a strong earnings performance and a highly optimistic outlook for the year. In an earnings call, the company said that attributable net income for full-year 2025 surged by 48 percent to $4.268 billion from only $2.877 billion in 2024, as total revenues g ...

Company Performance - Carnival Corporation & PLC (NYSE:CUK) experienced a share price increase of 8.60% on Thursday, closing at $30.94, driven by positive earnings from a competitor, Royal Caribbean Group, which may indicate overall industry performance [1] - The company announced a dividend distribution of 15 cents per share to common shareholders, payable on February 27, 2026, reflecting confidence in future performance [2][3] Industry Context - Royal Caribbean Group reported a 48% increase in attributable net income, reaching $4.27 billion for the full year 2025, with revenues of $17.9 billion, an 8.5% year-on-year growth, positively impacting the cruise industry [4] Corporate Strategy - Carnival Corporation & PLC plans to unify its two companies into one, with Carnival Corp. becoming the main entity and Carnival PLC as a wholly-owned subsidiary, aiming for a single stock for all shareholders [5][6] - The company seeks shareholder approval for this unification plan on April 17, 2026 [6]

Core Viewpoint - Joby Aviation Inc. is facing significant stock price decline due to plans for raising $1.38 billion through the issuance of convertible senior notes and new shares, leading to potential dilution of existing shares [1]. Group 1: Fundraising Plans - Joby Aviation plans to raise $690 million from the issuance of convertible senior notes due in 2032, with an additional 30-day option to purchase up to $90 million [2]. - The company also aims to raise another $690 million from the sale of 60.79 million new shares to the public, including an overallotment option of over 7.9 million shares [3]. - The notes will have a yield rate of 0.75 percent per annum, payable semi-annually until maturity in February 2032 [3]. Group 2: Use of Proceeds - Proceeds from the fundraising will be allocated to fund certification and manufacturing efforts, as well as to prepare for commercial operations, with the remainder designated for working capital and general corporate purposes [4]. Group 3: Manufacturing Expansion - Joby Aviation has announced plans to expand its manufacturing capabilities with the acquisition of a second facility in Ohio, which will support the production of four electric air taxis per month starting in 2027 [5].

Core Viewpoint - LendingClub Corp. (NYSE:LC) has experienced significant stock price declines despite reporting strong earnings, primarily due to its transition to fair value option accounting [1][2]. Financial Performance - The company reported a net income increase of 164% for 2025, reaching $135.7 million, up from $51.3 million in 2024 [3]. - In Q4 alone, net profit surged by 329% to $41.6 million compared to $9.7 million year-on-year [3]. - Total revenues for the full year increased by 27% to $998.8 million from $787 million in 2024 [4]. - Revenues in Q4 rose by 23% year-on-year, driven by higher marketplace sales, loan sale pricing, net interest margin, and strong credit performance [4]. Accounting Changes - The company is transitioning to fair value accounting, which eliminates the upfront provision for credit losses under the previous standard, aiming to better align revenue with credit costs and enhance returns on capital [2][3]. - The Chief Finance Officer stated that this shift would establish "a consistent accounting framework" across the company's marketplace and bank businesses [3].

Core Insights - Vizsla Silver Corp. experienced a significant drop in share prices by 14.87% to close at $5.84 following the abduction of 10 employees by an armed group in Mexico [1][3] - The incident occurred on January 23, with local reports indicating that the workers were taken from their accommodation in Concordia, Mexico [2][3] - Vizsla Silver has temporarily suspended its mining operations as a precaution and is currently investigating the situation [3][4] Company Response - The company has notified local authorities and is actively engaging its crisis management and security response teams, prioritizing the safety of the abducted individuals [4] - Limited information is available regarding the incident, and the company is focused on managing the crisis effectively [3][4] Market Impact - The decline in Vizsla Silver's stock price coincided with a 1% drop in spot prices of silver on the same day, affecting the company's performance alongside its industry counterparts [4]

We recently published 10 Stock Titans With Massive Losses. Hycroft Mining Holding Corp. (NASDAQ:HYMC) was one of the worst performers on Thursday. Hycroft dropped for a second day on Thursday, shedding 11.53 percent to close at $45.73 apiece as investors took path from the decline in prices of precious metals during the session. After hitting a series of record runs, spot prices of silver and gold both dropped by more than 1 percent during the session, a day after the Federal Reserve’s decision to keep i ...

Core Insights - Brown & Brown, Inc. (NYSE:BRO) has been recognized as one of the 13 Best February Dividend Stocks to Buy [1] - BofA analyst Joshua Shanker has lowered the long-term earnings outlook for Brown & Brown following Q4 results, reducing the price target from $94 to $90 while maintaining a Neutral rating [2] - The company's fourth-quarter operating earnings were reported at $0.93 per share, slightly above the Street's consensus of $0.90 but below BofA's estimate of $0.96 [2] - BofA has adjusted its earnings forecasts for 2026, 2027, and 2028 down by 4.8%, 5.1%, and 5.3% respectively, citing slower expected organic growth [2] Financial Performance - Brown & Brown reported a higher adjusted profit for Q4, driven by stronger commission and fee income, although shares fell nearly 6% due to concerns over weakening organic growth [3] - Organic revenue for the quarter was $1.08 billion, a decrease from $1.11 billion in the same period last year [3] - Commissions and fees saw a significant increase of 36%, reaching $1.58 billion for the quarter, contributing to total revenue of $1.61 billion compared to $1.18 billion a year earlier [4] - Investment and other income rose to $27 million from $23 million a year earlier, while adjusted earnings increased to $0.93 per share from $0.86 a year prior [4] Company Overview - Brown & Brown, Inc. operates as an insurance broker, connecting customers with insurers across a wide range of policies, focusing on risk management and selling insurance products primarily in property, casualty, and employee benefits [5]

Core Viewpoint - Western Midstream Partners, LP (NYSE:WES) is recognized as one of the best dividend stocks to buy in February, despite recent adjustments in financial projections and contract renegotiations with Occidental Petroleum [1][2]. Financial Adjustments - Wells Fargo analyst Ned Baramov has lowered the price target for Western Midstream from $40 to $39, maintaining an Equal Weight rating, reflecting updated assumptions for 2026, including lower expected operating cash flow and reduced capital spending [2]. - The adjustments also account for a smaller unit count and distributions, alongside anticipated cost savings [2]. Contract Renegotiations - Western Midstream has renegotiated contracts with Occidental Petroleum regarding its Delaware Basin assets, shifting to a fixed-fee structure for natural gas gathering [3]. - Occidental will transfer 15.3 million common units back to Western Midstream, valued at approximately $610 million, reducing its ownership stake to about 40% [3][4]. Revenue Structure - Following the contract changes, approximately 9% of Western's revenue will still come from cost-of-service arrangements, with most contracts set to expire between the late 2020s and mid-to-late 2030s, potentially transitioning to fixed-fee terms [4]. - The previous fee structure was based on the cost of providing services plus a regulated return, while the new agreement stipulates a fixed rate payment from Occidental [4]. New Agreements - Western Midstream has also entered into a new natural gas gathering and processing agreement with ConocoPhillips for a portion of its Delaware Basin volumes [5].

McDonald’s Corporation (NYSE:MCD) is included among the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds. Bank of America Trims McDonald’s (MCD) Target as Oppenheimer Turns Bullish On January 26, Bank of America trimmed its price target on McDonald’s Corporation (NYSE:MCD) to $344 from $348 and kept a Neutral rating on the stock. The adjustment came as the firm fine-tuned estimates across 22 restaurant names in its coverage, with some price targets reset to reflect updated forecasts and ...

Moderna, Inc. (NASDAQ:MRNA) is one of the stocks Jim Cramer was recently asked about. Noting that the company is working on a cancer vaccination, a caller asked if they should invest in the stock. Cramer replied: Well, I gotta tell you, this is something that they did promise a long time ago, and I hope that it’s for real… I do say that we have to wait and see. Why? Because the stock’s up so much, 54% for the year. I just want to know how certain things really are. Photo by Ian Hutchinson on Unsplash ...