Market Overview - Investor sentiment is currently weighed down by concerns over AI's potential impact on various industries, leading to continued selling pressure in the markets, particularly in technology and software sectors [3][4][9] - The Dow is down 180 points, and the S&P 500 has decreased by 0.75% year-to-date, while the NASDAQ is down 4% [3][5] - Despite the negative sentiment, the S&P 500 remains near record levels, indicating that the market is not far off from its highs [4] Company Earnings and Performance - Walmart is set to report its fourth-quarter earnings, with expectations of strong performance following a successful holiday season, projecting same-store sales growth of around 4.5% [90][93] - Concerns exist regarding future guidance, particularly in light of weak consumer sentiment affecting purchasing patterns, as noted by General Mills [95][98] - Dutch Bros plans to aggressively expand, aiming to open at least 181 stores by 2026 and reach 2,029 shops by 2029, despite shares falling over 30% in the past year due to concerns about demand and costs [33][34] Technology Sector Insights - The software sector is experiencing significant selling pressure, with many stocks underperforming, although some companies, particularly those with usage-based models, may thrive in an AI-driven environment [26][31] - Companies like Micron are facing pressure despite ongoing demand for memory chips, indicating a disconnect between market sentiment and actual business fundamentals [6][7] - The private credit market is showing signs of distress, with over 15% of US leveraged technology loans marked at distressed levels, raising concerns about the overall health of the credit market [9][12] Analyst Ratings and Market Predictions - Morgan Stanley has named Citigroup as a top pick among large US lenders, raising its price target to $152, indicating confidence in the bank's performance [72] - Deutsche Bank has lowered its price target for DraftKings to $26, citing pressures from increased promotions and slowing growth [73] - True Securities upgraded Shopify to a buy rating, highlighting its recent growth and long-term drivers, raising the price target to $150 [75]

Si-Bone (SIBN) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 23, might help the stock move higher if these key numbers are better than expectat ...

As filed with the U.S. Securities and Exchange Commission on February 13, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Ping An Biomedical Co., Ltd. (Exact name of registrant as specified in its charter) (I.R.S. Employer Identification Number) 22/F, China United Plaza 1002-1008, Tai Nan West Street Cheung Sha Wan, Kowloon Hong Kong +852 3915 2600 (Address, including zip code, and telephone ...

We recently published 10 Stocks Delivering Massive Returns. Koninklijke Philips NV (NYSE:PHG) was one of the best performers on Tuesday. Philips soared to a new 52-week high on Tuesday, as investors cheered its strong earnings performance and upbeat business outlook over the next two years. At intra-day trading, the stock soared to its highest price of $33.44 before trimming gains to finish the session just up by 11.11 percent at $32.91 apiece. During its earnings call, Koninklijke Philips NV (NYSE:PHG ...

Core Insights - DuPont de Nemours, Inc. reported a fourth-quarter 2025 loss from continuing operations of $108 million or 27 cents per share, an improvement from a loss of $291 million or 70 cents per share in the same quarter last year [1] - Adjusted earnings were 46 cents per share, exceeding the Zacks Consensus Estimate of 43 cents [1] Financial Performance - DuPont's net sales for the quarter reached $1,693 million, remaining flat year over year and surpassing the Zacks Consensus Estimate of $1,684.1 million [2] - Organic sales decreased by 1%, with a 1% positive impact from foreign currency offsetting a 1% decline in volume [2] - The company had cash and cash equivalents of $715 million at the end of the quarter, down approximately 60% year over year, while long-term debt was $3,134 million, down about 41% [5] Segment Performance - The Healthcare & Water Technologies segment reported net sales of $821 million, up 4% year over year, with organic sales growth of 3% and a 1% benefit from currency [3] - The Diversified Industrials segment recorded net sales of $872 million, down 3% year over year, with organic sales dipping 4% but partially offset by a 1% currency benefit [4] Future Outlook - For the first quarter of 2026, DuPont expects net sales of $1,670 million, operating EBITDA of $395 million, and adjusted EPS of 48 cents [6] - For the full year 2026, net sales are projected to be between $7,075 million and $7,135 million, with operating EBITDA estimated at $1,725 million to $1,755 million and adjusted EPS expected to be between $2.25 and $2.30 [6] Stock Performance - DuPont's shares have declined by 42.2% over the past year, compared to a 13.5% decline in the industry [7]

Core Viewpoint - Boston Scientific Corporation is experiencing strong financial performance, leading to optimistic price targets from analysts, particularly Needham, who set a target of $97, indicating a potential increase of approximately 28.44% from the current trading price of $75.52 [2][6]. Financial Performance - Boston Scientific reported fourth-quarter revenues of $5.29 billion, slightly surpassing the consensus estimate of $5.28 billion [2][6]. - The adjusted earnings per share for the fourth quarter were 80 cents, exceeding both the consensus estimate of 78 cents and the management's guidance of 77 to 79 cents [3][6]. Growth Outlook - The company forecasts net sales growth of approximately 10.5% to 11.5% in 2026 on a reported basis, and 10% to 11% organically [4]. - Expected sales for 2026 are projected to be between $22.18 billion and $22.38 billion, aligning closely with the consensus of $22.37 billion [4][6]. Market Reaction - Following the earnings announcement, BSX shares rose by 0.6% to $75.92 in pre-market trading, although the stock is currently priced at $75.45, reflecting a slight decrease of approximately 0.07% [5]. - The company's market capitalization remains robust at approximately $111.9 billion, indicating strong investor confidence [5].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for DexCom, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - DexCom is expected to report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of +44.4% [3] - Revenues are projected to reach $1.25 billion, representing a 12.5% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.21% lower in the last 30 days, indicating a reassessment by analysts [4] - The direction of estimate revisions may not always align with the aggregate change [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for DexCom is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.75% [12] - DexCom currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, DexCom exceeded the expected earnings of $0.57 per share by delivering $0.61, resulting in a surprise of +7.02% [13] - Over the past four quarters, DexCom has beaten consensus EPS estimates two times [14] Conclusion - While an earnings beat may influence stock movement, other factors can also play a significant role in stock performance [15] - Monitoring Earnings ESP and Zacks Rank is crucial for making informed investment decisions ahead of earnings releases [16]

Market Overview - The market has experienced significant volatility, with geopolitical events and economic uncertainties contributing to fluctuations. January saw a rotation between safe haven stocks and technology stocks, with commodities initially rising before pulling back [8][9][12]. - The AI sector is facing challenges, with fears of overvaluation leading to sell-offs, particularly among major technology stocks. The Nasdaq index was down nearly 2% at one point, driven by concerns surrounding NVIDIA and other AI-related investments [10][24]. AI Market Insights - The global AI market is projected to reach $3 trillion by 2033, driven by the demand for AI infrastructure and the rapid adoption of AI technologies. ChatGPT has seen a surge in active users, growing from 200 million to over 1 billion in just two years [16][17]. - AI stocks have outperformed traditional sectors, with chipmakers and technology firms leading the way. The demand for AI infrastructure has outpaced supply, particularly for memory chips [22][37]. Top AI Stocks for 2026 - The top 10 AI stocks identified have a forward revenue growth rate of 38% and a forward EPS growth rate of 99%, significantly outperforming the S&P 500's growth rates of 6% and 10.6% respectively [39]. - The stocks were selected from major AI-focused ETFs and analyzed using a quantitative model to identify strong performers based on various metrics [36][37]. Individual Stock Highlights - **Lumentum Holdings (LITE)**: Market cap of $27 billion, ranked 1st in its sector. The stock has increased by 402% over the past year, with strong growth metrics [41][43]. - **Micron Technology (MU)**: Market cap of $466 billion, ranked 1st in the semiconductor industry. The stock is up 387% over the past year, with a forward EPS growth rate of 222% [46][52]. - **Ciena (CIEN)**: Market cap of $35 billion, ranked 2nd in communications equipment. The company has a long-term growth rate of 44% [54][55]. - **General Motors (GM)**: Market cap of $1.46 trillion, recognized for its integration of AI in automotive technology. The stock is up 76% over the past year [57][59]. - **Taiwan Semiconductor (TSM)**: Market cap of $1.46 trillion, ranked 2nd in semiconductors. The company has a long-term EPS growth rate of 30% [60][61]. - **Hut 8 Corp (HUT)**: Market cap of $6 billion, ranked 1st in application software. The stock has returned 160% over the past year [62][63]. - **Celestica (CLS)**: Market cap of $32 billion, ranked 2nd in electronic manufacturing services. The stock is up 136% over the past year [64][66]. - **Credo Technology Holding (CRDO)**: Ranked 4th in semiconductors, with a long-term EPS growth rate of 69% [70][71]. - **AppLovin Corporation (APP)**: Despite a rocky year, the stock is up 31% and has strong growth metrics [72][74]. - **Globus Medical (GMED)**: Market cap of $12 billion, focused on AI and robotics in healthcare. The stock is up 68% over the past six months [78][80].

Risks and non-GAAP disclosures This presentation contains forward-looking statements within the meaning of U.S. securities laws, including statements related to our future financial results and our guidance for future financial performance (including expected revenues, operating income, margins and earnings per share). These forward-looking statements are based on current expectations, forecasts and assumptions involving risks and uncertainties that could cause the actual outcomes and results to differ mate ...

Core Insights - Hologic's international revenue performance is crucial for assessing its financial resilience and growth prospects in a globally interconnected economy [2][3] Group 1: International Revenue Performance - Hologic's total revenue for the quarter was $1.05 billion, reflecting a year-over-year increase of 2.5% [4] - The Rest of World segment generated $56 million, accounting for 5.3% of total revenue, which was a surprise decrease of -1.79% compared to the projected $57.02 million [5] - Europe contributed $161.6 million, making up 15.4% of total revenue, exceeding the consensus estimate of $154.36 million by +4.69% [6] - Asia-Pacific generated $56.7 million, representing 5.4% of total revenue, which was a surprise decrease of -10.77% from the expected $63.54 million [7] Group 2: Future Revenue Projections - Analysts project Hologic's total revenue for the current fiscal quarter to be $1.05 billion, indicating a 4.5% increase from the prior year [8] - Expected revenue contributions from Rest of World, Europe, and Asia-Pacific are projected to be 5.3% ($55.61 million), 14.3% ($150.68 million), and 5.9% ($62.41 million), respectively [8] - For the full year, total annual revenue is expected to reach $4.28 billion, marking a 4.3% increase compared to last year, with projected contributions from Rest of World ($226.05 million), Europe ($612.64 million), and Asia-Pacific ($254.19 million) [9] Group 3: Market Context and Analysis - The reliance on global markets for revenue presents both opportunities and challenges for Hologic, making the analysis of international revenue trends essential for forecasting future performance [10] - Financial analysts closely monitor these developments to adjust earnings estimations for companies operating internationally [10]