Core Insights - Garmin reported a Q4 2025 earnings beat with pro forma EPS of $2.79, exceeding the consensus estimate of $2.40 by 16% [1] - Revenue for Q4 reached $2.12 billion, marking a 16.6% year-over-year increase, with record revenue across all five business segments [1] - The company raised its dividend by 17% to $4.20 per share and announced a new $500 million share repurchase program [1] Financial Performance Highlights - Q4 2025 Revenue: $2.12 billion, up 16.6% from $1.82 billion in Q4 2024 [1] - Q4 2025 Net Income: $528.7 million, a 21.3% increase from $435.7 million in Q4 2024 [1] - Full-Year 2025 EPS: $8.56, reflecting a 16% year-over-year growth [1] - Operating Margin: 28.9%, an increase of 60 basis points from the previous year [1] Segment Performance - Fitness Segment Revenue: $765.8 million, up 42% due to strong demand and market share gains [2] - Marine Segment Revenue: $296.9 million, an 18% increase driven by growth in electronics [2] - Aviation Segment Revenue: $274.2 million, up 16% due to continued demand [2] - Outdoor Segment Revenue: $627.6 million, flat year-over-year [2] - Auto OEM Segment Revenue: $160.4 million, a 3% increase despite the wind-down of legacy programs [2] Guidance and Outlook - Garmin projects FY2026 revenue of approximately $7.9 billion, representing a 9% growth over 2025 [1] - Expected pro forma EPS for FY2026 is around $9.35, continuing the trend of double-digit earnings expansion [1] - Key assumptions include an effective tax rate of 16.0% and an operating margin of 25.5% [1] Capital Actions - The company announced a 17% increase in its dividend to $4.20 per share, pending shareholder approval [1] - A new $500 million share repurchase program has been authorized, replacing a previous $300 million program [1]

Berkshire's NYT Stake Looks Like New Abel, Not Old Buffett - Moby BREAKING NEWS Let's start with what portfolio management looks like when you're piloting $561 billion. You trim Apple by 4.3%, which sounds like discipline until you realize the remaining stake is still worth $61.96 billion. That's more than the entire market cap of Ford. Buffett has been shaving Apple for years now, methodically turning a concentrated bet into something merely enormous, and the stock gained 9% in 2025 while the S&P 500 ran ...

Core Viewpoint - Apple (AAPL) is showing potential as a stock pick due to its recent technical indicators and positive earnings estimate revisions Technical Analysis - AAPL has surpassed resistance at the 20-day moving average, indicating a short-term bullish trend [1] - The 20-day simple moving average (SMA) is favored by traders for its ability to smooth out price fluctuations and provide trend reversal signals [2] - AAPL's price moving above the 20-day SMA suggests a positive trend, while falling below could indicate a downward trend [2] Earnings Estimates - In the past two months, no earnings estimates for AAPL have been lowered, while 9 estimates have been raised for the current fiscal year, leading to an increase in the consensus estimate [3] - The positive revisions in earnings estimates strengthen the bullish case for AAPL [3] Recent Performance - AAPL has moved 7% higher over the last four weeks, indicating potential for another rally [4] - The company currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4]

Fourth Quarter and Full Year 2025 Earnings February 18, 2026 Safe Harbor Statement These materials include projections and other forward-looking statements regarding Garmin Ltd. and its business that are commonly identified by words such as "anticipates," "would," "may," "expects," "estimates," "plans," "intends," "projects," and other words or phrases with similar meanings. Any statements regarding the Company's expected fiscal 2026 GAAP and pro forma estimated earnings, EPS, and effective tax rate, and th ...

Group 1 - Google launched the Pixel 10A smartphone priced at $499 [1]

Core Insights - Apple Inc. is accelerating the development of three new wearable devices focused on artificial intelligence, including smart glasses, a pendant, and enhanced AirPods [1][2] Wearable Devices - The new devices will integrate with Apple's iPhone and utilize a camera system with varying capabilities, with the AirPods and pendant featuring lower-resolution cameras for AI functionality rather than photography [3] - Smart glasses are positioned as a premium offering with high-resolution cameras, aimed at competing with Meta's eyewear [8][10] - Apple has made significant progress on the smart glasses, code-named N50, targeting production to start as early as December 2023, with a public release planned for 2027 [9] AI Integration - CEO Tim Cook emphasized the company's commitment to AI devices, indicating that Apple is investing in new technologies to adapt to rapid changes in the market [4] - The revamped Siri, expected to launch with iOS 27, will feature a chatbot-like interface, addressing previous development challenges [5] Market Positioning - Apple aims to differentiate its products through superior build quality and camera technology, while also ensuring that the glasses function as an all-day AI companion [10][14] - The pendant is designed as an accessory for the iPhone, serving as an always-on camera and microphone for Siri input, while the AirPods will also be equipped with AI capabilities [17][18] Future Developments - Beyond wearables, Apple is developing a range of AI devices for home use, including a smart display and an updated HomePod speaker, indicating a broader strategy in the AI hardware market [20]

Core Insights - Boost Mobile has launched the preorder for the Google Pixel 10a at a price of $99.99, aiming to make premium technology more accessible to consumers [1] Group 1: Product Offering - The Google Pixel 10a (128GB) is available for preorder at Boost Mobile, with no trade-in required to secure the price [1] - Customers must sign up for the Boost Mobile Premium Unlimited Plan, priced at $60 per month, to take advantage of the preorder offer [1] - The device features advanced AI capabilities, including a photo editing tool called Nano Banana and a camera designed for group photos [1] Group 2: Key Features - The Google Pixel 10a includes a dual rear camera system with a 48 MP wide lens and a 13 MP ultrawide lens, as well as a 13 MP selfie camera [1] - It boasts a battery life of over 30 hours on a full charge, with an Extreme Battery Saver mode that can extend usage up to 120 hours [1] - The device operates on Android 16 and is powered by the Google Tensor G4 chipset, featuring a 6.3-inch Actua display with a refresh rate of 60-120 Hz [1] Group 3: Availability and Company Background - The Google Pixel 10a will be available at Boost Mobile retailers starting March 5, 2026 [1] - Boost Mobile is a brand under EchoStar Corporation, offering flexible wireless plans starting at $25 per month without annual contracts [1]

It’s been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative to the artificial intelligence-fueled volatility that has gripped most other corners of the stock market in recent weeks. Apple’s 40-day correlation to the Nasdaq 100 Index tumbled to 0.21 last week, the lowest since 2006, according to data compiled by Bloomberg. Its correlation with the benchmark has been on the decline since May, when it reached 0.92, as Apple’s decision to mostl ...

Equity markets are trying to follow through on yesterday’s intraday rebound. Crude oil, gold, and silver are all nicely higher, while Treasuries and the dollar are flattish. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. Apple Inc. (AAPL) once took flack for not investing as heavily in AI tech as other Magnificent Seven names. Now, that restraint is helping the stock outperform its peers! While the Nasdaq 100 Index has struggled overall, AAPL’s correlation to it just dro ...

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he remains long on Apple Inc. (NASDAQ:AAPL) .Supporting his view, Wedbush analyst Dan Ives, on Tuesday, reiterated Apple with an Outperform rating and maintained a $350 price target.Jim Lebenthal, partner at Cerity Partners, said AstraZeneca PLC (NYSE:AZN) is a high-quality pharmaceutical stock.On the earnings front, AstraZeneca, on Feb. 10, reported fourth-quarter 2025 sales of $15.50 billion, up ...