Netflix (NASDAQ: NFLX) investors have had a rough go of it the past six months. Shares are down more than 38% from their peak at the end of last June as of this writing. That sell-off accelerated at the end of last year as it agreed to acquire Warner Bros. Discovery (NASDAQ: WBD), and then released earnings with a disappointing 2026 outlook. But long-term investors may be holding on with expectations for the stock to bounce back this year. Here are three things investors need to know. Where to invest $1,0 ...

Group 1 - The company reported total sales of MSEK 38,422 for Q4 2025, a decrease from MSEK 41,794 in the same period of the previous year [1] - Organic sales growth for Q4 2025 was 3 percent, down from 4 percent year-over-year, while adjusted organic sales growth remained at 4 percent [1] - Operating income before amortization for Q4 2025 was MSEK 3,063, slightly up from MSEK 3,036, resulting in an operating margin of 8.0 percent compared to 7.3 percent in Q4 2024 [1] Group 2 - For the full year 2025, total sales were MSEK 155,113, down from MSEK 161,921 in 2024, with organic sales growth at 4 percent, a decline from 5 percent [1] - The operating income before amortization for 2025 was MSEK 11,493, an increase from MSEK 11,200, leading to an operating margin of 7.4 percent, up from 6.9 percent [1] - The company proposed a dividend of SEK 5.30 per share for 2025, an increase from SEK 4.50 per share in the previous year [1]

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Core Viewpoint - UBS maintains a "Buy" rating for Walmart and raises the price target from $122 to $135, reflecting confidence in Walmart's financial performance and future prospects [1][5] Financial Performance - Walmart achieved $681 billion in revenue during fiscal 2025, averaging about $1.87 billion per day [2][5] - The company reported a 4.3% operating margin in fiscal 2025, resulting in an operating income of $29.3 billion, indicating profitability after covering costs [2][5] Competitive Positioning - Walmart's 4.3% operating margin positions it between Target's 4.6% and Costco's 3.7%, showing its competitive standing in the discount retail sector [3] - The operating margin has improved from 3.3% in fiscal 2023, marking a full percentage point increase over two years, highlighting Walmart's ability to enhance profitability alongside revenue growth [3] Stock Performance - Walmart's current stock price is $117.57, reflecting a slight increase of 0.13%, with a trading range between $116.61 and $117.63 [4] - Over the past year, Walmart's stock has reached a high of $121.62 and a low of $79.81, with a market capitalization of approximately $937.33 billion [4][5]

Seagate Technology Holdings PLC (NYSE:STX) stock jumped Wednesday following strong quarterly results and raised guidance, prompting two firms to lift their price forecast to $500.Analysts Lift Price ForecastsCantor Fitzgerald analyst C.J. Muse raised the price forecast to $500 from $400 following the results, maintaining an Overweight rating. The firm cited incremental gross margins of ~70% during the December quarter and an implied gross margin guide of at least 44%.The analyst highlighted that like-for-li ...

Seagate Technology Holdings PLC (NYSE:STX) stock jumped Wednesday following strong quarterly results and raised guidance, prompting two firms to lift their price forecast to $500.Analysts Lift Price ForecastsCantor Fitzgerald analyst C.J. Muse raised the price forecast to $500 from $400 following the results, maintaining an Overweight rating. The firm cited incremental gross margins of ~70% during the December quarter and an implied gross margin guide of at least 44%.The analyst highlighted that like-for-li ...

Key Takeaways UPS posted Q4 EPS of $2.38, beating estimates but down 13.5% year over year.Q4 revenues of $24.4B beat estimates but fell 3.3% due to a decline in volume and Mail Innovations business. UPS expects 2026 revenues of $89.7 billion, higher than the 2025 reported figure of $88.7 billion.United Parcel Service, Inc. (UPS)  reported solid fourth-quarter 2025 results, wherein the company’s earnings and revenues surpassed the Zacks Consensus Estimate.Quarterly earnings per share (excluding 28 cents from ...

Core Insights - EMCOR Group, Inc. is benefiting from strong demand in the network and communications sector, particularly due to increased data center construction projects [1] - The company reported a 29% year-over-year growth in Remaining Performance Obligations (RPOs), reaching $12.61 billion, with approximately $4.3 billion coming from the networking and communications sector [1][8] - EMCOR's operating margin for the first nine months of 2025 was 9.1%, with an increase to 9.4% in the third quarter, and the full-year margin guidance has been raised to 9.2-9.4% [2][8] Financial Performance - The operating margin is supported by strong execution and disciplined project selection, with the company leveraging prefabrication and advanced construction techniques to manage labor costs effectively [3][4] - Earnings estimates for 2025 and 2026 have been revised upward to $25.24 and $27.41 per share, indicating year-over-year growth of 17.3% and 8.6%, respectively [12] Market Position - EMCOR's stock has increased by 28.7% over the past six months, outperforming the broader Construction sector and the S&P 500 index, although it has underperformed compared to the Zacks Building Products - Heavy Construction industry [5][9] - The company is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 22.85, which is a premium compared to its peers, Quanta Services, Inc. and AECOM, which have P/E ratios of 35.61 and 17.12, respectively [10][11]

Core Viewpoint - RH's shares increased over 6% intra-day following a third-quarter revenue report that surpassed expectations despite challenging operating conditions in the housing market [1] Financial Performance - The company reported third-quarter revenue of $884 million, slightly above the consensus estimate of $883.26 million, reflecting a 9% year-over-year growth [2] - Adjusted earnings per share were $1.71, missing analyst expectations of $2.16 [2] - Free cash flow for the quarter was $83 million, bringing the year-to-date total to $198 million, with a reaffirmed full-year guidance of $250 million to $300 million [2] Operating Metrics - Adjusted operating margin was 11.6%, below the midpoint of management's guidance of 12.5%, attributed to higher-than-expected tariff costs and expenses related to the Paris location opening [3] - For the fourth quarter, the company forecasts revenue growth of 7% to 8% and an adjusted operating margin of 12.5% to 13.5% [3] - Fiscal 2025 revenue growth outlook has been narrowed to 9.0% to 9.2% [3] Inventory Management - Inventory declined by 11% year-over-year and decreased by $82 million from the second quarter, indicating progress in reducing excess inventory previously estimated at $300 million [4]

Core Insights - Disney and Netflix reported contrasting quarterly earnings, with Disney beating EPS estimates but missing revenue expectations, while Netflix met revenue expectations but missed EPS due to a tax dispute [2][7]. Financial Performance - Disney's EPS was $1.11, exceeding the expected $1.05, but revenue was $22.46 billion, below the anticipated $22.75 billion [2][7]. - Netflix's revenue reached $11.51 billion, meeting expectations, but EPS was $5.87, missing the expected $6.97 due to a $619 million tax issue in Brazil [2][4]. Revenue Growth - Disney's direct-to-consumer segment saw an 8% revenue increase driven by subscription growth in Disney+ and Hulu, but the overall revenue growth was -0.5% year-over-year [3][5]. - Netflix experienced a 17.2% year-over-year revenue growth, attributed to membership expansion, pricing adjustments, and strong ad sales [4][5]. Operating Margins - Disney's operating margin was 11.9%, significantly lower than Netflix's 28.2% [5][7]. - Disney's profit margin stood at 13.1%, nearly half of Netflix's 24% [7]. Strategic Focus - Disney's Parks & Experiences segment achieved a 13% growth in operating income, and the company plans to invest $24 billion in content by fiscal 2026 while increasing its share buyback target to $7 billion [6]. - Netflix is focusing on expanding its user interface and integrating advertising platforms, achieving its highest quarterly view share in the U.S. and U.K. [4][6].