Deutsche Bank sets a price target of $205 for ODFL, indicating a potential 1.41% increase.Despite a 5.7% year-over-year decline in revenue, Old Dominion's earnings per share (EPS) of $1.09 surpassed Street estimates.Analyst ratings vary, with Baird downgrading the stock to Underperform and adjusting the price target to $204, while Jefferies maintains a Hold rating with a price target of $195.Old Dominion Freight Line Inc (NASDAQ: ODFL) is a leading entity in the freight and logistics sector, renowned for it ...

Core Insights - Uber Technologies, Inc. reported a 20% year-over-year revenue growth to $14.37 billion for fiscal Q4 2025, exceeding analyst expectations of $14.32 billion [1] - The company reported an adjusted EPS of 71 cents, which fell short of the analyst consensus estimate of 80 cents [1] Financial Performance - Revenue from Mobility increased to $8.20 billion, up 19% year-over-year [2] - Delivery revenue reached $4.89 billion, up 30% year-over-year, while Freight revenue remained flat at $1.27 billion year-over-year [2] - Gross Bookings grew 22% year-over-year to $54.14 billion, with Mobility Gross Bookings at $27.44 billion (up 20% Y/Y), Delivery Gross Bookings at $25.43 billion (up 26% Y/Y), and Freight Gross Bookings at $1.27 billion (down 1% Y/Y) [3] - Total trips increased by 22% year-over-year to 3.75 billion [3] - Monthly Active Platform Consumers reached 202 million, an 18% increase year-over-year [3] - Adjusted EBITDA was $2.49 billion, up 35% year-over-year, with an Adjusted EBITDA margin of 4.6%, up from 4.2% year-over-year [3] Cash Position - As of December 31, 2025, Uber held $7.6 billion in unrestricted cash and equivalents and generated $2.81 billion in free cash flow [4] Management Changes - Balaji Krishnamurthy has been appointed as the new CFO, effective February 16, 2026, succeeding Prashanth Mahendra-Rajah [5] - CEO Dara Khosrowshahi acknowledged the contributions of the outgoing CFO in achieving investment-grade status and other strategic initiatives [5] Management Commentary - The CEO highlighted record-breaking performance with over 200 million monthly users completing more than 40 million trips daily, indicating a strong consumer base [6] - The company is positioned for growth entering 2026, with significant cash flow and ambitions to become the largest facilitator of autonomous vehicle trips globally [6]

Uber Technologies Inc. (NYSE:UBER) is one of the stocks that should double by 2030. On February 2, UBS lowered the firm’s price target on Uber to $111 from $122 while maintaining a Buy rating. Earlier on January 30, Bank of America Securities lowered Uber’s price target to $93 from $96 while maintaining a Buy rating. The firm identified ongoing uncertainty regarding autonomous vehicles as a short-term pressure on the company’s valuation. However, BofA noted that consistent revenue growth, improved 2025 ma ...

ArcBest Corp (NASDAQ:ARCB) reported mixed fourth-quarter 2025 results on Friday.Revenue totaled $972.7 million, down from $1.0 billion a year earlier. Adjusted earnings of 36 cents per share missed the 41 cents analyst estimate, while revenue exceeded expectations of $966.361 million. Results included a $9.1 million after-tax, noncash impairment charge."2025 was a year of strong execution and meaningful progress for ArcBest," said President and CEO Seth Runser. "Amid a challenging freight environment, our t ...

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 ...