Camtek (NasdaqGM:CAMT) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Company ParticipantsBrian Chin - DirectorCraig Ellis - Senior Managing DirectorGus Richard - Managing DirectorKenny Green - VP of Investor RelationsMichael Mani - Equity Research AssociateMoshe Eisenberg - CFORamy Langer - COOVedvati Shrotre - DirectorConference Call ParticipantsCharles Shi - Senior AnalystEdward Yang - Stock AnalystJim Schneider - Senior Equity AnalystShane Brett - Equity Research AnalystKenny GreenLadies and gentle ...

Camtek (NasdaqGM:CAMT) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Speaker6Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek's Result Zoom Webinar. My name is Kenny Green, and I'm part of the Investor Relations team at Camtek. All participants other than the presenters are currently muted. Following the formal presentation, I will provide some instructions for participating in the live question and answer session. I would like to remind everyone that this ...

Sabre (NasdaqGS:SABR) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Speaker7Good morning, and welcome to Sabre's full year and fourth quarter 2025 earnings conference call. My name is Olivia, and I'll be your operator. As a reminder, please note today's call is being recorded. I will now turn the call over to the Senior Vice President of Finance, Roshan Mendis. Please go ahead, sir.Speaker8Good morning, and welcome to our full year and fourth quarter 2025 earnings call. This morning, we issued an earn ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a price target of $419, down from $462. The shares have re-rated from a peak multiple and now reflect fair value, the firm tells investors in a research note.Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 price ta ...

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, ...

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 (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 (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 (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 (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 ...