GE HealthCare Technologies Inc. (NASDAQ:GEHC) is one of the best IPO stocks to buy right now. On February 6, Barclays increased its price target for GE HealthCare to $87 from $86 and maintained an Equal Weight rating. The firm noted that the company achieved a solid beat in its Q4 2025 results and established a 2026 outlook that exceeds Street expectations. A day before that, Stifel analyst Rick Wise increased the firm’s price target for GE HealthCare to $98 from $95 with a Buy rating. Following the comp ...

Financial giants have made a conspicuous bullish move on Ciena. Our analysis of options history for Ciena (NYSE:CIEN) revealed 20 unusual trades.Delving into the details, we found 55% of traders were bullish, while 25% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $268,183, and 14 were calls, valued at $809,623.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $180. ...

Group 1 - UBS analyst Timothy Arcuri raised the price target for Applied Materials, Inc. (NASDAQ:AMAT) to $405 from $285, maintaining a Buy rating on the stock [2][8] - The shares of Applied Materials have increased nearly 80% over the past year, attributed to the company's steady growth profile and the long-term nature of chip fabrication projects [3] - Applied Materials is positioned to benefit from the growing semiconductor manufacturing industry, driven by demand from network-connected industrial equipment, electric vehicles, and artificial intelligence [4] Group 2 - The company provides materials engineering solutions across the semiconductor and display markets, offering a combination of equipment, services, and software to technology manufacturers globally [5] - Applied Materials consistently delivers strong operating margins and returns all free cash flow to shareholders through dividends and share buybacks, highlighting its profitability [4]

ESCO Technologies (NYSE:ESE) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBryan Sayler - President and CEOChris Tucker - SVP and CFOKate Lowrey - VP of Investor RelationsConference Call ParticipantsJon Tanwanteng - Managing Director and Senior Equity Research AnalystTommy Moll - Managing Director and Senior Equity Research AnalystOperatorday, and thank you for standing by. Welcome to the first quarter 2026 ESCO Technologies earnings call. At this time, all participants are in a li ...

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. Citi Jumps Applied Materials (AMAT) Target Ahead of Earnings On February 4, Citi analyst Atif Malik raised his price target on Applied Materials, Inc. (NASDAQ:AMAT) to $400 from $250 and reiterated a Buy rating ahead of the company’s January-quarter earnings report scheduled for February 12. Citi is looking for results to come in above consensus, pointing to upward spending revisions across major f ...

ALBUQUERQUE, N.M., Feb. 04, 2026 (GLOBE NEWSWIRE) -- ARRAY Technologies, Inc. (the “Company” or “ARRAY”) (NASDAQ: ARRY), a leading global provider of solar tracking technology products, software, services and foundation solutions, today announced that the Company will release its fourth quarter and full year 2025 results after the market closes on Wednesday, February 25, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time) that same day. The conference call can be accessed live over the pho ...

Core Insights - CDW Corporation reported fourth-quarter 2025 non-GAAP EPS of $2.57, exceeding the Zacks Consensus Estimate of $2.44, with a year-over-year increase of 3.8% [1] - The company achieved net sales of $5.51 billion in the fourth quarter, reflecting a 6.3% year-over-year growth, driven by increased customer spending in software, notebooks, mobile devices, and services [2] Financial Performance - For the full year 2025, net sales rose 6.8% year over year to $22.4 billion, with strong gross profit growth and disciplined working capital management allowing the return of approximately $982 million to shareholders through dividends and share repurchases [3] - Gross profit increased by 8.6% year over year to $1.25 billion, with gross margin expanding to 22.8% from 22.3% due to a higher contribution from software and services [10] Segment Analysis - The Corporate segment reported net sales of $2.37 billion, down 0.6% year over year, indicating caution among large enterprise customers [6] - The Small Business segment saw net sales rise 18.4% year over year to $457 million, reflecting improved investment activity among SMB customers [6] - The Public segment's revenues totaled $2.02 billion, up 7% year over year, with the Education sector leading growth at 12.9% [7] Future Outlook - CDW reaffirmed its long-term growth ambition, targeting 200–300 basis points of growth above the U.S. IT addressable market in 2026, driven by demand across hardware, software, services, and AI-related guidance [4] - The company announced a quarterly dividend of 63 cents, payable on March 10, 2026, to shareholders on record as of February 25 [4] Market Reaction - Following the strong performance, CDW's shares increased by 7% in pre-market trading, although shares have declined 38.8% over the past year compared to a 31.9% decline in the Zacks Computers-IT Services industry [5]

Core Insights - The FPA Crescent Fund achieved a return of 3.09% in Q4 2025, with annual returns reaching 17.65%, outperforming the global market's 79.0% of the MSCI AWCI index [1] - The fund emphasizes a "value-aware" investment strategy, avoiding speculative sectors and focusing on long-term investments [1] Company Highlights - Microsoft Corporation (NASDAQ:MSFT) is highlighted as a key stock in the FPA Crescent Fund's portfolio, with a one-month return of -9.00% and a 52-week gain of 4.71% [2] - As of January 30, 2026, Microsoft shares closed at $430.29, with a market capitalization of $3.195 trillion [2] - The FPA Crescent Fund reflects on its past ownership of Microsoft from 2010 to 2020, noting the company's significant value creation under its current management [3] - The fund's analysis questions whether Microsoft could continue to deliver equity-type returns despite potential stagnation in earnings, acknowledging the transformative impact of AI and cloud technologies on the business [3]

Core Insights - Applied Materials, Inc. (NASDAQ:AMAT) is recognized as one of the most profitable stocks on NASDAQ, with multiple analysts upgrading their ratings and price targets due to increased spending in key markets [1][2][3] Group 1: Analyst Upgrades and Price Targets - Mizuho analyst Vijay Rakesh upgraded AMAT to Outperform from Neutral, raising the price target to $370 from $275 [1] - Deutsche Bank analyst Melissa Weathers upgraded the stock rating to Buy from Hold and increased the price target to $390 from $275 [2] - Needham analyst Charles Shi raised the price target to $390 from $260 while maintaining a Strong Buy rating [3] Group 2: Market Trends and Valuation - Analysts cite favorable trends in wafer fabrication equipment as a positive indicator for the semiconductor sector through 2027 [3] - The current valuation of AMAT is considered a discount compared to peers, with expectations that this gap will narrow in the future [3] - A bullish outlook on the semiconductor capital equipment sector was reiterated at the Needham Growth Conference, driven by a surge in demand over the last three months [4] Group 3: Company Overview - Applied Materials, Inc. is a leader in materials engineering solutions, providing manufacturing equipment, services, and software to the semiconductor and display industries [5]

Core Viewpoint - Finning International Inc. is set to report its Q4 and annual results for 2025 on February 10, 2026, with an investor call scheduled for February 11, 2026, at 10:00 AM Eastern Time [1] Group 1: Company Overview - Finning is recognized as the world's largest Caterpillar dealer, providing exceptional service to customers for over 90 years [2] - The company is headquartered in Surrey, British Columbia, and offers Caterpillar equipment, parts, services, and performance solutions across various regions including Western Canada, Chile, Argentina, Bolivia, the United Kingdom, and Ireland [2] Group 2: Investor Communication - The investor call can be accessed via a toll-free number for Canada and the US (1-833-752-3398) and an international toll number (1-647-846-2852) [1] - The investor call will be available as a live webcast and will be archived for three months for future access [1] - Additional information, including the webcast and accompanying presentation, can be found on the company's website [1]