Core Viewpoint - Amazon.com Inc. is facing challenges due to a significant decline in free cash flow, primarily driven by increased capital expenditures related to artificial intelligence and cloud expansion, making it a difficult investment choice [1][2]. Financial Performance - Amazon's free cash flow is projected to decline sharply through 2025 and into early 2026, with specific quarterly figures indicating a drop from $25.9 billion in Q1 2025 to $11.2 billion in Q4 2025 [2]. - The company plans to increase capital expenditures to approximately $200 billion in 2026, representing a $70 billion year-over-year increase [2]. Market Position and Strategy - Jim Cramer has shifted his perspective on Amazon, previously defending it during a selloff, but now acknowledges that it has transitioned from being perceived as cheap to expensive for many investors [4]. - Cramer has identified Alphabet Inc. as a more attractive investment within the mega-cap tech sector due to its aggressive AI infrastructure initiatives [4]. Investment Metrics - Amazon's Benzinga Edge scorecard indicates a weak value score of 58.94, suggesting the stock is trading at a premium compared to peers [6]. - The company has a strong quality score of 71.7, reflecting robust financial health and profitability [6]. - However, Amazon's momentum score is weak at 14.69, indicating underperformance relative to the broader market [6].

Investors looking to take advantage of the volatility in tech stocks might find Amazon ( AMZN ) attractive. The e-commerce and cloud juggernaut has achieved dominant positioning at a global scale. The company is generating stunning e-commerce margins despite offering best-in-class shipping speeds. IJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors wi ...

Core Insights - The company anticipates a $100 million adjusted free cash flow impact from Hurricane Melissa in 2026, with a goal to return to pre-hurricane operational levels by year-end 2026, setting the stage for a full recovery in 2027 [1] - The company reported a significant year-over-year growth in adjusted OIBDA, with a 27% increase for fiscal 2025 and a 30% increase in Q4 2025 [3][8] - The company is focused on driving organic growth and cash flow improvement, with a strategic vision for 2026 that includes operational and financial priorities [9][10] Financial Performance - Adjusted OIBDA less P&E additions reached $1.1 billion in 2025, representing 24% of revenue, a notable improvement from 2024 [3][8] - The company achieved a robust Q4 with adjusted free cash flow before partner distributions of $278 million, leading to a full-year total of $150 million, marking a 29% year-over-year increase [3][8] - Total debt stands at $8.4 billion, with liquidity of $800 million in cash and $900 million available under credit lines [1][5] Capital Expenditures - The company invested $640 million in 2025, a decrease from $725 million in 2024, with P&E additions as a percentage of revenue dropping from 16% in 2024 to 14% in 2025 [4][5] - The company is maintaining a disciplined capital approach despite various commitments and challenges faced during the year [4] Market and Operational Outlook - The company is experiencing stabilization in its Puerto Rico operations, with a focus on improving market share and expanding revenue streams [6][9] - The fixed-to-mobile convergence strategy is expected to enhance ARPU and reduce churn, with significant growth opportunities identified in 2026 and beyond [27][29] - The company is actively working on separating Liberty Puerto Rico from Liberty Latin America Ltd. to enhance operational efficiency [8] Strategic Initiatives - The company is engaged in a liability management exercise with creditors, aiming to improve its leverage profile [7][8] - Partnerships with AWS are being leveraged to enhance internal operations and customer offerings, with ongoing investments in regional data centers [20][22] - The company is focused on translating AI initiatives into tangible free cash flow improvements, with ongoing trials and implementations [23][24]

Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 5 minutes. Please stand by. Good day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begin in approximately 2 minutes. Good morning, ladies and gentlemen, a ...

Core Insights - Amazon.com, Inc. (AMZN) has experienced a significant decline, with shares falling for nine consecutive sessions, marking one of the longest losing streaks in nearly two decades [1][4][7] - The decline is part of a broader trend affecting large-cap tech stocks, particularly in the tech-heavy Nasdaq, as investors reassess valuations and growth expectations related to the artificial intelligence (AI) sector [2][3][7] Company Performance - Since February 2, 2023, AMZN's stock has dropped 18.2%, underperforming its sub-industry, which has decreased by 15.9%, and peers such as Alibaba Group Holding Limited (BABA) and 1stdibs.Com, Inc. (DIBS), which fell by 7.5% and 3.3%, respectively [6][7] - Amazon's cloud division plays a crucial role in AI development, making the stock particularly sensitive to shifts in investor sentiment regarding AI-related investments [3][5] Market Sentiment - The current downturn reflects a broader macroeconomic and sector-driven sentiment shift rather than specific issues within Amazon, highlighting the volatility that can occur in richly valued market segments [4][5] - As risk appetite diminishes, traders are reducing their positions in major technology companies, including Amazon, indicating a cautious approach to high-growth stocks [2][3]

Group 1 - Microsoft Corporation (NASDAQ:MSFT) is the top stock pick for billionaire Chase Coleman III, accounting for a 10.49% share valued at $3.40 billion in his portfolio [1] - Citi reported that software stocks, including Microsoft, have experienced a decline of at least 10% in the past month, with terminal multiples now below forward P/E ratios, despite higher consensus EPS estimates for 2025-2027 [2] - Melius Research downgraded Microsoft from 'Buy' to 'Hold' with a price target of $430, citing the need for increased AI-driven capital expenditures to compete with Google and Amazon, which may strain free cash flow [3] Group 2 - Microsoft develops software, cloud services, devices, and enterprise solutions across various segments, including Productivity and Business Processes, Intelligent Cloud, and More Personal Computing [5] - There are opinions suggesting that while Microsoft is a potential investment, certain AI stocks may offer greater upside potential and carry less downside risk [6]

Core Viewpoint - Akamai Technologies is experiencing significant stock price movement and growth opportunities driven by increasing demand for its security solutions and advancements in API security technology [1][2][3]. Group 1: Stock Performance - Akamai's shares rose 10.3% in the last trading session, closing at $104.61, with trading volume significantly higher than normal [1]. - The stock has gained 4.6% over the past four weeks, indicating a positive trend [1]. Group 2: Growth Opportunities - The demand for Akamai's security solutions is expected to grow significantly due to the rapid adoption of cloud computing and increasing security concerns among enterprises [2]. - Large enterprises are anticipated to increase their security budgets to address these concerns effectively [2]. - The deployment of 5G and IoT devices is expected to drive higher demand for Akamai's security offerings related to data computing at the edge [2]. Group 3: API Security Market - The market for API security is projected to grow substantially, and Akamai is actively pursuing this opportunity [3]. - Akamai's acquisitions of Neosec and Noname Security have accelerated the development of its AI-powered API security solution, which analyzes APIs, detects vulnerabilities, and minimizes risks [3]. - The increasing use of APIs among enterprises is expected to boost demand for Akamai's API security solutions [3]. Group 4: Earnings Expectations - Akamai is expected to report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of 5.4%, with revenues projected at $1.08 billion, up 5.6% from the previous year [4]. - The consensus EPS estimate for Akamai has been revised marginally higher over the last 30 days, indicating a positive trend that may lead to price appreciation [5]. Group 5: Industry Context - Akamai Technologies is part of the Zacks Internet - Services industry, where another company, Sprout Social, has seen a decline of 5.6% in its stock price recently [5].

Goldman Sachs reaffirms a "Buy" rating for Microsoft Corporation (NASDAQ:MSFT), with a current stock price of $401.84.The recent sell-off in Microsoft's stock is attributed to a reset in multiples and product mix shift, not a decrease in structural demand.Microsoft's investment in artificial intelligence impacts its near-term free cash flow, yet strong bookings indicate sustained demand.Microsoft Corporation (NASDAQ:MSFT) is a leading technology company known for its software products, cloud services, and h ...

Roubaix, February 12, 2026 – OVHcloud announces that the publication of its first-half 2026 results has been brought forward to April 9, 2026, instead of April 16, 2026 as initially planned. The change in publication date is due to internal scheduling constraints. About OVHcloud OVHcloud is a global player and the leading European cloud provider operating over 500,000 servers within 46 datacenters across 4 continents to reach 1.6 million customers in over 140 countries. Spearheading a trusted cloud and pion ...

Core Viewpoint - Akamai Technologies (AKAM) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The consensus estimate for Akamai's upcoming quarterly earnings is $1.75 per share, reflecting a year-over-year increase of +5.4% [3]. - Revenues are anticipated to reach $1.08 billion, which is a +5.6% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.13% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Akamai is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.02%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [9]. - Akamai currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Akamai exceeded the expected earnings of $1.64 per share by delivering $1.86, resulting in a surprise of +13.41% [12]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [13]. Industry Context - In comparison, DoorDash, Inc. (DASH) is expected to report earnings of $0.58 per share for the same quarter, indicating a year-over-year change of +75.8%, with revenues projected at $3.97 billion, up 38.2% from the previous year [17]. - However, DoorDash's consensus EPS estimate has been revised down by 3% over the last 30 days, resulting in an Earnings ESP of -1.72% and a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [18].