Investors with a lot of money to spend have taken a bullish stance on NXP Semiconductors (NASDAQ:NXPI).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NXPI, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scann ...

Berwyn, Pennsylvania-based AMETEK, Inc. (AME) manufactures and sells electronic instruments (EIG) and electromechanical (EMG) devices. Valued at a market cap of $48.1 billion, the company serves a diverse range of end markets, including aerospace, defense, medical, industrial, energy, and research applications. It is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this industrial company to report a profit of $1.94 per share, up 3.7% from $1.87 ...

Core Viewpoint - Plains All American Pipeline, L.P. (PAA) and Plains GP Holdings (PAGP) announced their quarterly distributions for the fourth quarter of 2025 and the timing for their earnings release [1][4]. Distribution Declaration - PAA and PAGP declared a quarterly cash distribution of $0.4175 per Common Unit and Class A Share, which is an increase of $0.0375 from the previous distribution in November 2025, representing a 10% annualized increase [7]. - PAA also announced a quarterly distribution of $21.02 per Series B Preferred Unit, payable on February 17, 2026 [2]. Earnings Timing - The companies will release their fourth quarter 2025 earnings before market open on February 6, 2026, followed by a conference call at 9:00 a.m. CT to discuss the earnings [4]. Company Overview - PAA operates midstream energy infrastructure and logistics services for crude oil and natural gas liquids, handling approximately nine million barrels per day [5]. - PAGP holds a non-economic controlling general partner interest in PAA and is one of the largest energy infrastructure and logistics companies in North America [6].

With a market cap of $19.3 billion, Quest Diagnostics Incorporated (DGX) is a leading provider of diagnostic testing and information services, offering routine, advanced, and specialty clinical testing to healthcare providers, patients, and organizations in the United States and internationally. It operates under brands such as Quest Diagnostics, AmeriPath, Dermpath Diagnostics, ExamOne, and Quanum, delivering services through an extensive network of laboratories and healthcare professionals. The Secaucu ...

Core Insights - The investor reaction to Phreesia's third-quarter performance was overly negative despite the company showing significant improvements in revenue and profitability [1][8] Financial Performance - Phreesia reported a 13% year-over-year increase in revenue, exceeding $120 million, driven by a 7% growth in the average number of healthcare services clients to 4,520 [2][4] - The company achieved a net profit of nearly $4.3 million ($0.07 per share), a turnaround from a loss of $14.4 million in the same quarter last year, with both revenue and profit figures surpassing analyst expectations [4][5] Revenue Streams - All three revenue streams—subscription and related services, network solutions, and payment processing—grew at low double-digit rates of 12%, 14%, and 11% respectively during the quarter [5] Guidance and Market Reaction - Phreesia tightened its full-year 2026 revenue guidance to $479 million to $481 million, slightly below analyst expectations of nearly $486 million [6] - The company's forecast for non-GAAP EBITDA was raised to $99 million to $101 million, up from a previous range of $89 million to $92 million [7] - Despite the stock's significant drop of over 23% following the earnings release, the negative sentiment appears exaggerated, primarily due to the revenue guidance miss [1][8]

Broadcom Inc. ( AVGO ) is set to release its FQ4 2025 earnings next week, which will likely become another bullish catalyst for the share price. The company remains one of the biggest beneficiaries of theI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have deve ...

Dec 4, 2025 4:10 PM Eastern Standard Time KB Home to Release 2025 Fourth Quarter and Full Year Earnings on December 18, 2025 Share LOS ANGELES--(BUSINESS WIRE)--KB Home (NYSE: KBH) today announced that it will release earnings for its fourth quarter and fiscal year ended November 30, 2025 after the market closes on Thursday, December 18, 2025. A live webcast of the Company's earnings conference call will be held the same day at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time. To listen to the call, go to the ...

Core Insights - Banco Macro S.A. reported its third quarter results for 2025, highlighting significant changes in net income and operational metrics [1][4]. Financial Performance - In the first nine months of 2025, Banco Macro's net income totaled Ps.176.7 billion, a decrease of 35% or Ps.95.2 billion compared to the same period last year [4]. - The accumulated annualized return on average equity (ROAE) was 4.5%, while the return on average assets (ROAA) was 1.3% as of 3Q25 [4]. - Operating income for the first nine months of 2025 was Ps.1.03 trillion, which is 64% or Ps.1.84 trillion lower than in 9M24 [4]. Financing and Deposits - Total financing increased by 3% or Ps.332.4 billion quarter over quarter, reaching Ps.10.12 trillion, and rose by 69% or Ps.4.13 trillion year over year [4]. - Total deposits grew by 5% or Ps.556.4 billion QoQ and 11% or Ps.1.17 trillion YoY, totaling Ps.11.81 trillion, which represents 75% of the Bank's total liabilities [4]. - Private sector deposits increased by 6% or Ps.604.9 billion QoQ [4]. Capital and Solvency - Banco Macro maintained a strong solvency ratio with excess capital of Ps.3.30 trillion, a Capital Adequacy Ratio of 29.9%, and a Tier 1 Ratio of 29.2% [4]. - Liquid assets accounted for 67% of total deposits in 3Q25 [4]. Asset Quality - The non-performing to total financing ratio stood at 3.19%, with a coverage ratio of 120.87% [4]. Customer Base - As of 3Q25, Banco Macro served 6.29 million retail customers, including 2.5 million digital customers, and over 219,235 corporate customers across Argentina [4].

Core Insights - Kemper experienced a significant decline in stock value, with shares dropping over 14% following its latest earnings release, contrasting sharply with the S&P 500's 1.1% dip [1] Financial Performance - The company reported total revenue of nearly $1.24 billion for the third quarter, marking a 5% increase compared to the same period in 2024, primarily driven by a 6% rise in earned premiums to $1.13 billion [2] - However, Kemper's net operating income, not in accordance with GAAP, fell dramatically to $20.4 million ($0.33 per share) from $105 million in the previous year, significantly missing the consensus analyst estimate of $1.33 per share [3] Challenges - The decline in profitability was mainly attributed to the specialty property and casualty line, which suffered from higher adverse prior year developments on bodily injury coverages within commercial automobile insurance, despite some offset from growth in earned premiums due to rate increases [4][5]

Core Insights - Nucor Corporation is set to announce its Q3 earnings on October 27, with analysts expecting a profit of $2.16 per share, a 45% increase from $1.49 per share in the same quarter last year [2][6] - The company has a mixed earnings surprise history, having missed bottom-line estimates once in the past four quarters while surpassing projections three times [2] - For the full fiscal year 2025, Nucor is projected to report an EPS of $7.80, a decrease of 12.4% from $8.90 in 2024, but is expected to rebound with a 39.2% increase to $10.86 in fiscal 2026 [3] Financial Performance - Nucor's topline for the last quarter grew 4.7% year-over-year to $8.5 billion, aligning closely with market expectations [6] - However, the company's bottom-line fell 6.5% year-over-year to $603 million, missing consensus estimates due to increased costs and high marketing and administrative expenses [6] Stock Performance - Nucor's stock has declined 11.1% over the past 52 weeks, underperforming the Materials Select Sector SPDR Fund's 5.8% drop and the S&P 500 Index's 17.9% increase during the same period [4] - Following the release of disappointing Q2 results, Nucor's stock prices fell by 2.7% [5] Analyst Ratings - The consensus opinion on Nucor stock remains optimistic, with a "Strong Buy" rating from 10 out of 14 analysts, one recommending "Moderate Buy," and three suggesting a "Hold" rating [7] - The mean price target for Nucor is $158.67, indicating a potential upside of 16.8% from current price levels [7]