We recently published 10 Losing Stocks in an Otherwise Optimistic Market. USA Rare Earth Inc. (NASDAQ:USAR) was one of the worst performers on Wednesday. USA Rare Earth extended losses for a second day on Wednesday, shedding 4.31 percent to finish at $18.20 apiece as investors parked funds amid the absence of fresh catalysts to boost buying appetite. Despite the decline, USA Rare Earth Inc. (NASDAQ:USAR) was notably up by 53 percent year-to-date, albeit its month-to-date tally showed a decline of 18.8 p ...

Group 1 - Amazon has officially surpassed Walmart to become the world's highest-grossing company for the year, with a revenue of $717 billion compared to Walmart's $713.2 billion, marking a difference of $3.8 billion [1] - Walmart has held the title of global revenue leader for over a decade, primarily driven by its extensive physical store network and "Everyday Low Prices" strategy [1] - Walmart's e-commerce business has recently become profitable as an independent segment, with global e-commerce sales maintaining double-digit growth [1] Group 2 - Amazon's revenue growth is attributed to its diversified business structure, including significant contributions from its cloud computing division AWS, which saw a 20% year-over-year increase in sales, reaching $128.7 billion [1] - The competition between the two giants is evolving, with Walmart partnering with Google to integrate AI into its shopping process and increasing investments in supply chain automation and store renovations [2] - Amazon plans to invest approximately $200 billion in capital expenditures by 2026, focusing on expanding AI infrastructure and data centers [2]

Cummins (NYSE:CMI) FY Conference February 19, 2026 08:05 AM ET Company ParticipantsJeff Wiltrout - CFONick Arens - VP of Power SystemsConference Call ParticipantsAdam Seiden - Equity Research AnalystAdam SeidenAll right, great. I think we'll get going today for what is day three of the Barclays Industrial Select Conference. My name's Adam Seiden, and I lead the U.S. Machinery and Construction effort at Barclays, if I haven't met you. We're pleased to have at this session the folks from Cummins. We got both ...

Financial Data and Key Metrics Changes - In Q4 2025, total revenue increased by 12% year-over-year on an organic basis, excluding cyclical revenue from political campaign messaging [15][16] - For the full year 2025, total revenue reached $754 million, up 10% organically year-over-year, with a non-GAAP gross margin of 58% and adjusted EBITDA of $93 million [16][19] - Free cash flow for 2025 was $57 million, significantly exceeding the cumulative target of $125 million set for 2026 [7][19] Business Line Data and Key Metrics Changes - Voice segment achieved 11% year-over-year growth driven by increased usage and adoption of voice-based AI applications [15][16] - Messaging segment saw an organic growth of 12% year-over-year, primarily due to robust holiday messaging demand [15][16] - The enterprise voice customer category grew by 21% in 2025, supported by a record number of million-dollar-plus deals [16][17] Market Data and Key Metrics Changes - The company noted strong demand across both voice and messaging markets, with healthy execution contributing to confidence in future growth [8][18] - The political campaign contribution to revenue is expected to be approximately 2.5% of cloud communications revenue for 2026, with monitoring ongoing [32][34] Company Strategy and Development Direction - The company is focused on high-margin innovation, particularly in AI voice tools and orchestration software, which are seen as critical for future growth [6][9] - A share repurchase program of up to $80 million was authorized, reflecting confidence in the business model and cash generation capabilities [8][24] - The company aims for a 15%-20% revenue compound annual growth rate through 2026, with specific targets for gross margin, EBITDA margin, and free cash flow [7][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the upward trajectory of the business, despite market dynamics potentially impacting revenue growth [6][7] - The company anticipates continued growth in voice driven by AI applications and large deal activity, projecting a total revenue growth of approximately 16% year-over-year for 2026 [18][19] - Management highlighted the importance of customer relationships and the durability of the business model, with a customer retention rate above 99% [20][21] Other Important Information - The number of third-party conversational AI developers building on the company's platform has quadrupled over the past six months, indicating strong momentum [13] - The company is positioned at the intersection of enterprise communications and AI, with a robust infrastructure to support future innovations [14][26] Q&A Session Summary Question: Insights on Enterprise Voice segment growth - Management acknowledged a slight tick down in Q4 growth rates but expressed optimism for continued healthy growth in 2026 driven by large deals [30] Question: Political contribution to revenue - Management indicated that political campaign contributions are expected to be around 2.5% of cloud communications revenue for 2026, with ongoing monitoring [32][34] Question: Dynamics between cloud communication growth and total revenue growth - Management explained the difference is due to carrier messaging surcharges, which are expected to increase due to recent price hikes from carriers [38][43] Question: Competitive landscape with Twilio - Management noted that recent customer wins were not influenced by Twilio, highlighting competitive advantages over other carriers [46][47] Question: Details on the insurance example and Google AI integration - Management elaborated on the integration of Google AI within a complex Cisco environment, emphasizing the value of their orchestration platform [51] Question: AI's impact on the business and competitive moats - Management described AI as a significant tailwind for the business, with strong infrastructure and customer relationships serving as competitive advantages [53][54] Question: Pipeline for voice AI and its revenue impact - Management indicated that 2026 is expected to be a pivotal year for AI adoption in voice, with significant revenue implications [58][59] Question: Composition of million-dollar-plus deals - Management confirmed that the number of million-dollar-plus deals in 2025 exceeded previous years, driven by an expanded product portfolio and customer demand for AI integration [60][61]

Lemonade (NYSE:LMND) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Speaker5Ladies and gentlemen, thank you for standing by. Today's conference call will begin shortly. If you would like to register a question at any time, please press star one on your telephone keypad. Hello, everybody, and welcome to the Lemonade Q4 2025 earnings call. My name is Elliot, and I'll be coordinating your call today. If you'd like to register a question during today's event, please press star one on your telephone keypad. ...

PALO ALTO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the launch of BroadPeak™, a highly integrated radio digital front-end (DFE) SoC device, unlocking new possibilities for 5G massive multiple-input multiple-output (MIMO) and remote radio head (RRH) applications and paving the path for next-generation 5G Advanced and 6G wireless infrastructure. The ...

Bandwidth (NasdaqGS:BAND) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Speaker6Good day, and welcome to the Bandwidth Inc. fourth quarter and full year 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad, and to withdraw your que ...

Core Insights - Snowflake Inc. has experienced a significant decline in stock value, losing over 36% since early November 2025 due to market revaluation amid AI-related threats, referred to as the "SaaSpocalypse" [2] Company Overview - Snowflake Inc. is categorized under SaaS-associated stocks, which have been heavily impacted by market conditions and investor sentiment regarding high-multiple valuations [2] Investment Analysis - Oakoff Investments, a personal portfolio manager and quantitative research analyst, provides insights into balancing growth and value, sharing proprietary Wall Street information [2] - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [2]

Financial Data and Key Metrics Changes - Revenue for the fourth quarter increased by 4.9% in constant currency, with e-commerce growth at 24% [4][14] - Adjusted operating income grew by 10.5%, outpacing sales growth [4][14] - For the full year, total revenue exceeded $700 billion for the first time, with a 5% increase in constant currency [14] - Adjusted operating income for the full year grew by 5.4%, despite a 300 basis point headwind from increased claims expenses [14][23] Business Line Data and Key Metrics Changes - Walmart U.S. comp sales rose by 4.6%, with e-commerce sales growing by 27% [14][15] - International segment operating income increased by over 26%, driven by improved e-commerce economics [15] - Advertising income globally increased by 37%, with Walmart Connect in the U.S. up by 41% [16][35] - Membership income grew by over 15%, reflecting strength in Sam's Club in China and the U.S. [16] Market Data and Key Metrics Changes - E-commerce sales in China grew by 28%, representing more than 50% of the sales mix in that market [15] - Fast delivery services in the U.S. saw a growth of over 60% year-over-year [9][15] - The majority of share gains in the U.S. came from households earning over $100,000, while lower-income households are managing spending carefully [5][6] Company Strategy and Development Direction - The company is focused on an omnichannel strategy, leveraging technology and automation to enhance customer experience and delivery speed [4][9] - Investments in AI and technology are aimed at improving inventory management and customer engagement through tools like Sparky [10][11] - The strategy includes capital allocation based on return on investment, with a focus on maintaining a strong value proposition for customers [7][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's momentum and the ability to navigate complex operating conditions [13][41] - The outlook for the upcoming fiscal year includes sales growth expectations of 3.5% to 4.5% and operating income growth of 6% to 8% [21][22] - Management remains cautious about potential economic headwinds but is optimistic about the company's ability to outperform guidance [41][42] Other Important Information - The company authorized a $30 billion share repurchase program, its largest to date, reflecting confidence in cash flow generation [23] - Capital expenditure levels for FY 2027 are expected to be approximately 3.5% of sales, with a focus on supply chain automation and store remodels [24] Q&A Session Summary Question: On agentic commerce and its impact on customer traffic and advertising - Management highlighted that agentic commerce is part of the omnichannel strategy, enhancing customer intent understanding and driving higher average order values [28][29][32] Question: Regarding unexpected costs and outlook for the year - Management noted a measured approach to guidance, considering potential economic indicators while maintaining flexibility [37][41] Question: On disinflation and its impact on pricing - Management indicated that inflation trends are expected to remain stable, with some pressures from legislation affecting drug prices [44][45] Question: About e-commerce profitability and competition - Management emphasized the importance of maintaining share momentum through effective inventory management and leveraging technology [84]

Johnson Controls International (NYSE:JCI) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsAndy Kaplowitz - Managing Director and Head of the Industrials Sector Research TeamMarc Vandiepenbeeck - EVP and CFOAndy KaplowitzWe're very excited to start day three of our conference with Johnson Controls. We've got Marc Vandiepenbeeck with us, who is the EVP and CFO of Johnson Controls. Marc, as I walk over, a lot's been going on over the last year for you guys. I wanna start with JCI's transforma ...