Harrow Inc. (NASDAQ:HROW) posted mixed results for the fourth quarter on Tuesday.The eye disease medicine maker, Harrow, reported fourth quarter earnings of 17 cents per share, missing the consensus estimate of 38 cents. Sales jumped from $66.81 million to $89.09 million, beating the consensus of $88.45 million.During the fourth quarter and full-year ended December 31, 2025, Harrow recorded $8.5 million in acquired in-process research and development expenses related to its acquisition of Melt Pharmaceutica ...

本文源自：金融界AI电报 美国银行：将美国雅宝(ALB.N)评级从中性评级上调至买入；将目标价从167.00美元上调至190.00美 元。 ...

Core Insights - Equinix reported quarterly FFO of $8.91 per share, exceeding the analyst consensus estimate of $8.85 [1] - The company reported quarterly sales of $2.420 billion, which fell short of the analyst consensus estimate of $2.461 billion [1] - Equinix projects first-quarter sales between $2.496 billion and $2.536 billion, compared to market estimates of $2.463 billion [1] - Following the earnings announcement, Equinix shares increased by 11.3%, reaching a trading price of $965.44 [1] Analyst Ratings and Price Targets - Scotiabank analyst Maher Yaghi maintained a Sector Outperform rating on Equinix and raised the price target from $959 to $997 [2] - Wells Fargo analyst Eric Luebchow maintained an Overweight rating and increased the price target from $925 to $975 [2] - Goldman Sachs analyst James Schneider maintained a Neutral rating and raised the price target from $785 to $894 [2]

Core Viewpoint - Plains All American Pipeline, L.P. reported disappointing earnings for the fourth quarter, missing both earnings and sales estimates, which led to a decline in share price [1]. Financial Performance - The company reported quarterly earnings of 40 cents per share, missing the analyst consensus estimate of 41 cents per share [1]. - Quarterly sales were reported at $10.565 billion, falling short of the analyst consensus estimate of $12.731 billion [1]. Stock Performance - Following the earnings announcement, Plains All American shares fell by 1.6%, trading at $19.09 [1]. Analyst Ratings and Price Targets - Wells Fargo analyst Michael Blum maintained an Equal-Weight rating and raised the price target from $20 to $21 [3]. - Barclays analyst Theresa Chen maintained an Underweight rating and raised the price target from $17 to $18 [3]. - Scotiabank analyst Brandon Bingham maintained a Sector Outperform rating and raised the price target from $22 to $23 [3].

Core Viewpoint - Rambus Inc. reported record revenue for Q4 2025, exceeding expectations, with a notable increase in product revenue and adjusted EPS in line with forecasts [1]. Financial Performance - Rambus achieved record revenue of $190.2 million for Q4 2025, surpassing expectations [1]. - Product revenue reached $96.8 million, reflecting a 41% year-over-year increase [1]. - The adjusted EPS for Q4 2025 was 68 cents, consistent with market expectations [1]. Future Outlook - For Q1 2026, Rambus anticipates revenue between $171 million and $189 million, compared to the analyst consensus of $189.30 million [1]. Stock Performance - Following the earnings announcement, Rambus shares fell by 16.6%, trading at $94.85 [2]. - Analysts adjusted their price targets for Rambus post-earnings, with Evercore ISI Group lowering the target from $126 to $119 while maintaining an Outperform rating [3]. - Susquehanna analyst maintained a Neutral rating and reduced the price target from $100 to $90 [3].

Core Viewpoint - Progressive Corp reported better-than-expected fourth-quarter financial results, with earnings and sales surpassing analyst estimates [1] Financial Performance - Quarterly earnings were $4.67 per share, exceeding the analyst consensus estimate of $4.41 per share [1] - Quarterly sales reached $21.093 billion, surpassing the analyst consensus estimate of $20.101 billion [1] - Following the earnings announcement, Progressive shares rose 0.1% to $212.76 in pre-market trading [1] Analyst Ratings and Price Targets - BMO Capital analyst Michael Zaremski maintained a Market Perform rating on Progressive and lowered the price target from $239 to $232 [2] - Wells Fargo analyst Elyse Greenspan maintained an Equal-Weight rating and cut the price target from $240 to $220 [2]

Core Viewpoint - Northern Trust Corp reported better-than-expected earnings for the fourth quarter, with adjusted EPS of $2.69 surpassing market estimates of $2.37 and sales of $2.123 billion exceeding expectations of $2.058 billion [1] Group 1: Earnings Performance - The adjusted EPS for Northern Trust was $2.69, which is higher than the market estimate of $2.37 [1] - The company's sales reached $2.123 billion, compared to the expected $2.058 billion [1] - Following the earnings announcement, Northern Trust shares fell by 2.4% to $149.24 [1] Group 2: Analyst Ratings and Price Targets - Evercore ISI Group analyst Glenn Schorr maintained an In-Line rating and raised the price target from $142 to $155 [2] - Wells Fargo analyst Mike Mayo maintained an Equal-Weight rating and increased the price target from $145 to $150 [2] - RBC Capital analyst Gerard Cassidy maintained an Outperform rating and raised the price target from $139 to $159 [2]

Core Viewpoint - Knight-Swift Transportation Holdings Inc. reported disappointing earnings for the fourth quarter, missing both earnings and sales estimates [1] Financial Performance - The company posted quarterly earnings of 31 cents per share, below the analyst consensus estimate of 36 cents per share [1] - Quarterly sales amounted to $1.856 billion, missing the analyst consensus estimate of $1.900 billion [1] - For the first quarter, Knight-Swift anticipates adjusted earnings of 28 to 32 cents per share, compared to market estimates of 32 cents per share [1] Stock Performance - Knight-Swift shares increased by 0.1%, trading at $57.99 following the earnings announcement [2] Analyst Ratings and Price Targets - Stifel analyst J. Bruce Chan maintained a Buy rating and lowered the price target from $63 to $61 [7] - Susquehanna analyst Bascome Majors maintained a Neutral rating and raised the price target from $58 to $60 [7] - UBS analyst Thomas Wadewitz maintained a Neutral rating and raised the price target from $51 to $54 [7]

Core Viewpoint - Regions Financial Corp reported weaker-than-expected fourth-quarter results, with earnings per share of 57 cents, missing the analyst consensus estimate of 61 cents, and quarterly sales of $1.921 billion, falling short of the $1.936 billion estimate [1][2]. Financial Performance - The company’s quarterly earnings were 57 cents per share, below the expected 61 cents per share [1]. - Quarterly sales amounted to $1.921 billion, which was less than the anticipated $1.936 billion [1]. Management Commentary - John Turner, Chairman, President, and CEO, highlighted solid growth in 2025, driven by client attraction across various business lines and record results in Wealth Management and Treasury Management [2]. - Turner expressed optimism about improving economic trends in the U.S., which support the company's momentum and foundation for performance in 2026 [2]. - The company is in a strong capital position and is modernizing its technology to enhance growth and shareholder returns [2]. Analyst Reactions - Following the earnings announcement, analysts adjusted their price targets for Regions Financial [3]. - Piper Sandler analyst Scott Siefers maintained a Neutral rating and raised the price target from $29 to $31 [4]. - Wells Fargo analyst Mike Mayo maintained an Underweight rating and lowered the price target from $30 to $28 [4].

责任编辑：栎树 美股频道更多独家策划、专家专栏，免费查阅>> 1月20日，花旗集团一年多来首次下调了欧洲股票评级，理由是美国总统特朗普试图吞并格陵兰岛，导 致布鲁塞尔和华盛顿之间的关系恶化。包括Beata Manthey在内的策略师写道：跨大西洋紧张局势的最 新升级和关税不确定性削弱了欧洲股票的近期投资前景，并损害了欧洲大陆公司的盈利前景。他们将除 英国以外的欧洲市场在全球资产配置中的评级下调至"中性"，理由是近期投资前景疲软。 与此同时，花旗集团将日本股票的评级从"中性"上调至"超配"。过去一年表现优于美国股市的欧洲股市 周一大幅下挫，因特朗普宣布对支持格陵兰岛的国家加征新关税。欧盟正在考虑对价值1080亿美元的美 国商品加征关税，以及其他可能的报复措施。 ...