Wall Street analysts forecast that Uber Technologies (UBER) will report quarterly earnings of $0.79 per share in its upcoming release, pointing to a year-over-year decline of 75.4%. It is anticipated that revenues will amount to $14.28 billion, exhibiting an increase of 19.4% compared to the year-ago quarter.The current level reflects a downward revision of 4.9% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappr ...

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of the letter can be downloaded here. In Q4 2025, the S&P 500 returned 2.7%, bringing its yearly gains to 17.9%. Since the 2007-08 financial crisis, the Index has increased tenfold, achieving positive results in 15 of 17 years. However, high valuations have made investors cautious, particularly with the returns concentrated in a few stocks. ...

Berkshire Hathaway Inc. (BRK.B), headquartered in Omaha, Nebraska, is a holding company that owns subsidiaries in various business sectors, including insurance, freight, rail, transportation, and utilities. With a market cap of $1 trillion, Berkshire's other operations include a railway company, a specialty chemical company, and an international association of diversified businesses. The company is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. Ahead of the event, anal ...

Market Overview - U.S. equities showed resilient but volatile performance in Q4, with major indexes near all-time highs while market conditions shifted significantly beneath the surface [2] - The S&P 500 Index returned 2.7% during the quarter, while the Russell Midcap Growth Index declined 3.7%, indicating increased selectivity among investors [3] Performance Analysis - The ClearBridge Growth Strategy outperformed its benchmark for the third consecutive quarter, benefiting from early-quarter momentum in AI-related sectors and strong downside protection as risk appetite moderated [4] - The Strategy delivered a strong year, outperforming its benchmark by nearly 600 basis points (gross of fees), highlighting the importance of stock selection in a market where much of the upside is already priced in [6] Sector Contributions - Positive contributions came from the consumer discretionary and materials sectors, while the consumer staples and information technology sectors detracted from performance [20] - Notable contributors included Vertex Pharmaceuticals, Broadcom, Freeport-McMoRan, and TE Connectivity, while detractors included e.l.f. Beauty and Doximity [22] Portfolio Positioning - The Strategy reallocated capital towards opportunities with more attractive risk-reward profiles, including new positions in Vistra, Alnylam Pharmaceuticals, and Hilton [14] - The portfolio is more diversified across sectors and subsectors, improving resilience while maintaining the ability to capture long-term upside [7] Outlook - The outlook remains consistent with earlier assessments, emphasizing the importance of disciplined stock selection and a balanced approach to portfolio construction amid increased volatility [17] - AI continues to represent a long-term opportunity, with a focus on maintaining exposure within the AI complex while balancing offensive and defensive characteristics in the portfolio [18]

Core Viewpoint - Uber Technologies Inc. is highlighted as a strong investment opportunity for 2026, with a Buy rating and a price target of $119 set by BofA Securities, emphasizing its strategic positioning in the autonomous vehicle market [1]. Group 1: Autonomous Vehicle Market Positioning - BofA Securities notes that Uber's partnership with Nvidia is crucial for accelerating the adoption of Level 4 autonomous technology, which is expected to lower entry barriers for manufacturers and benefit Uber's operations [2]. - Increased competition among autonomous vehicle manufacturers is anticipated to lead to a higher number of autonomous vehicles on Uber's network, reinforcing a bullish outlook on the stock [3]. Group 2: Analyst Ratings and Market Sentiment - Analysts from Bernstein SocGen have also expressed a positive outlook on Uber, maintaining an outperform rating with a price target of $115, reflecting confidence amid rising competition in the autonomous vehicle market [3]. Group 3: Company Overview - Uber Technologies Inc. operates a multi-sided platform that connects users with transportation, food delivery, and freight services, with its core segments being Mobility, Delivery, and Freight [4].

An error in calculating commissions for some brokers at 3PL giant TQL led to a clawback of some bonus funds in recent weeks, according to several sources.Sources at the company confirmed the accuracy of social media posts that said TQL had erred in the size of bonuses calculated for some of its brokers. Rather than allowing the brokers to hold on to the overpayment, the company sought repayment.According to the social media posts, and confirmed by sources close to TQL, the company’s payroll system erred an ...

Vooma, a leader in automated email quoting, and SONAR, the leading provider of high-frequency data for the global supply chain, are excited to officially launch our partnership. Through this partnership, mutual customers can now embed SONAR spot rates and lane scores directly into their users workflows to enhance decision-making at the point of quoting. This integration targets the “revenue sitting in your inbox” by ensuring that win/loss data and market intelligence are accessible exactly when the rep ne ...

Core Insights - The article emphasizes the importance of accessing comprehensive reports, data, and investment ideas in the aerospace, defense, and airline sectors through The Aerospace Forum, which is highlighted as a leading investment research service on Seeking Alpha [1]. Group 1: Analyst Background - Dhierin-Perkash Bechai is identified as an analyst specializing in aerospace, defense, and airline sectors, with a background in aerospace engineering, which enhances the analysis of this complex industry [2]. - The goal of The Aerospace Forum is to uncover investment opportunities within the aerospace, defense, and airline industries, indicating a focus on growth prospects [2]. Group 2: Analytical Approach - The analysis provided by the forum is data-driven, suggesting that investment ideas are informed by thorough data analysis, which is crucial for understanding industry developments [2].

Core Insights - The article emphasizes the importance of data-driven analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [2]. Group 1: Analyst Background - Dhierin-Perkash Bechai is highlighted as an experienced analyst specializing in aerospace, defense, and airline industries, with a background in aerospace engineering [2]. - The investing group, The Aerospace Forum, aims to uncover investment opportunities in these sectors, leveraging data analytics for informed decision-making [2]. Group 2: Investment Research Service - The Aerospace Forum is presented as a leading investment research service on Seeking Alpha, providing access to proprietary data analytics tools [1]. - The service focuses on delivering insights and analysis that can influence investment strategies in the aerospace and defense industries [2].

Core Insights - SONAR has launched an integration with Blue Yonder's Transportation Management System (TMS), providing real-time freight market intelligence directly within the TMS workflow [1][6] - This integration allows shippers to make faster, data-driven transportation decisions without the need to switch screens or complicate operations [2][5] Group 1: Integration Features - Users can access daily spot rates, weekly contract rate benchmarks, and lane scores directly within the TMS [4] - The integration includes a bi-directional data feed, enabling Blue Yonder customers to contribute anonymized shipment data to SONAR's multi-modal shipper consortium for benchmarking [2][4] - The integration simplifies freight decision-making by embedding visibility and benchmarking power into a single workflow [3][5] Group 2: Benefits to Users - Shippers can monitor lane-level volatility, capacity shifts, and market movements in real time [4] - Users can leverage lane scores to assess risk and identify opportunities within their supply chain [4] - The integration requires minimal technical effort, allowing for quick activation and seamless onboarding for all customers [5]