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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
We’re a father-and-son team dedicated to helping individual investors achieve financial independence through strategic dividend investing. With years of combined experience and a deep understanding of the markets, we’ve developed a straightforward yet powerful method that empowers investors like you to take control of your financial future, create a massive dividend snowball, and retire happy and free. At The Dividend Freedom Tribe, we don’t serve institutional clients or cater to Wall Street’s elite. Inste ...
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 ...
Fluor Corporation Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-17 17:32
Management has transitioned from a 'fix-and-build' strategy to a 'grow-and-execute' chapter, focusing on project delivery and aggressive shareholder value return. The Energy Solutions segment loss was primarily driven by the $643 million Santos ruling; excluding this, management noted the segment exceeded internal performance expectations. Urban Solutions results were impacted by $108 million in cost growth across three infrastructure projects, though this was partially offset by favorable negotiation ...
eToro Group Ltd. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-17 17:32
Management attributed resilient performance to a multi-asset model that allowed for investor rotation into commodities and equities as crypto demand softened in late 2025. The company is transitioning to an 'AI-first' operating model, claiming AI now handles 100% of app development and enables the firm to move 10x faster without increasing headcount. Strategic positioning is shifting toward 'on-chain' market infrastructure, with management viewing crypto not just as a tradable asset but as the future ...
Gitlab Down 35% in Six Months: Should You Buy, Sell or Hold the Stock?
ZACKS· 2026-02-17 17:30
Key Takeaways GTLB shares have plunged 34.8% in six months, lagging the sector despite DevSecOps demand. GitLab grew $100K ARR customers 23% and sees FY26 revenue near $946M, up about 25%. GTLB faces U.S. public sector delays, SMB weakness and stiff competition from Microsoft and Atlassian. Gitlab (GTLB) shares have plunged 34.8% in the trailing six-month period, underperforming the broader Zacks Computer & Technology sector’s rise of 7.9% and the Zacks  Internet - Software industry’s decline of 22.4%.The u ...