Search AI platform provider Elastic (NYSE:ESTC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 17.7% year on year to $449.9 million. Guidance for next quarter’s revenue was better than expected at $446 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $0.73 per share was 13% above analysts’ consensus estimates.
Voice AI technology company SoundHound AI (NASDAQ:SOUN) announced better-than-expected revenue in Q4 CY2025, with sales up 59.4% year on year to $55.06 million. Its GAAP loss of $0.03 per share was 69.1% above analysts’ consensus estimates.
Equipment distribution company Alta Equipment Group (NYSE:ALTG) announced better-than-expected revenue in Q4 CY2025, with sales up 2.2% year on year to $509.1 million. Its non-GAAP loss of $0.27 per share was significantly below analysts’ consensus estimates.
Infrastructure construction company MasTec (NYSE:MTZ) announced better-than-expected revenue in Q4 CY2025, with sales up 15.8% year on year to $3.94 billion. On top of that, next quarter’s revenue guidance ($3.48 billion at the midpoint) was surprisingly good and 8.7% above what analysts were expecting. Its non-GAAP profit of $2.07 per share was 6.4% above analysts’ consensus estimates.
The global mergers and acquisitions (M&A) market has officially emerged from its prolonged hibernation, entering a record-breaking resurgence in early 2026. Following a blockbuster 2025 that saw deal volumes soar to nearly $4.9 trillion, the momentum has only accelerated in the first two months of this year. Driven
Casual salad chain Sweetgreen (NYSE:SG) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 3.5% year on year to $155.2 million. Its GAAP loss of $0.42 per share was 28.2% below analysts’ consensus estimates.
BEIJING / NEW YORK — In a move that has sent shockwaves through international debt markets, the People’s Bank of China (PBOC) and the National Financial Regulatory Administration (NFRA) have reportedly issued a directive to the nation’s largest state-owned banks, advising a strategic and accelerated reduction in their holdings of
In a dramatic reversal of the post-pandemic "experience economy," major Wall Street analysts have issued a sweeping upgrade for the Consumer Discretionary goods sector, marking the first time since 2021 that physical products are being prioritized over services. As of February 26, 2026, the consensus among institutional heavyweights suggests that
Energy drink company Monster Beverage (NASDAQ:MNST) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.6% year on year to $2.13 billion. Its non-GAAP profit of $0.51 per share was 4.7% above analysts’ consensus estimates.
Insurance distribution company Baldwin Insurance Group (NASDAQ:BWIN) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 5.3% year on year to $347.3 million. Its non-GAAP profit of $0.31 per share was 7.3% above analysts’ consensus estimates.
The U.S. bond market is currently suspended in a state of high-tension equilibrium, but technical analysts warn that the calm is deceptive. As of late February 2026, a rare and aggressive technical formation known as the "exothermic triangle" has appeared in U.S. Treasury yields, signaling that a violent
Cash management services provider Brink's (NYSE:BCO) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.1% year on year to $1.38 billion. Guidance for next quarter’s revenue was optimistic at $1.37 billion at the midpoint, 2.6% above analysts’ estimates. Its non-GAAP profit of $2.54 per share was 2.7% above analysts’ consensus estimates.
As of February 26, 2026, the financial markets are witnessing one of the most aggressive sector rotations in recent memory. For over two years, the artificial intelligence trade was synonymous with silicon—a relentless bull run for the companies manufacturing the chips and building the data centers. But in the
Pharmaceutical company Amphastar Pharmaceuticals (NASDAQAMPH) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 1.8% year on year to $183.1 million. Its non-GAAP profit of $0.73 per share was 20.5% below analysts’ consensus estimates.
Global online betting powerhouse Flutter Entertainment (NASDAQ:FLUT) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 24.9% year on year to $4.74 billion. Its GAAP loss of $0.05 per share was significantly below analysts’ consensus estimates.
As the first quarter of 2026 unfolds, the U.S. financial sector has emerged as the unexpected engine of the domestic market, driven by a potent combination of resilient earnings and a seismic shift in the regulatory landscape. While the broader market grappled with tech-driven volatility in early February, major
NEW YORK — In a bold projection that has sent ripples through the financial corridors of Wall Street, Morgan Stanley (NYSE: MS) has released its comprehensive 2026 stock market outlook, setting a towering year-end target of 7,800 for the S&P 500. This forecast, spearheaded by Chief U.S. Equity
European automotive stocks experienced a significant relief rally this week, as markets reacted to a series of legal and executive shifts in Washington that averted a worst-case trade war scenario. Investors, who had spent much of late 2025 and early 2026 bracing for punitive "reciprocal" tariffs that could have reached
Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 39.5% year on year to $33.38 billion. On top of that, next quarter’s revenue guidance ($35.2 billion at the midpoint) was surprisingly good and 21.4% above what analysts were expecting. Its non-GAAP profit of $3.89 per share was 10.4% above analysts’ consensus estimates.
As the bull market of the mid-2020s enters a more mature and discerning phase, a profound shift is unfolding across global trading floors. The speculative fervor that once propelled "AI darlings" to stratosphere-piercing valuations is being replaced by a calculated migration into "heavy asset" stocks. In February 2026, the narrative
Is Arista Networks the overlooked AI infrastructure stock that could quietly power its way toward $200? Discover the full breakdown before the next earnings cycle.
In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a
Healthcare solutions provider Solventum (NYSE:SOLV) announced better-than-expected revenue in Q4 CY2025, but sales fell by 3.7% year on year to $2.00 billion. Its GAAP profit of $0.36 per share was 37.3% below analysts’ consensus estimates.
WASHINGTON D.C. — In a significant endorsement of the Federal Reserve’s current monetary trajectory, International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated on February 26, 2026, that the U.S. central bank has sufficient room to lower interest rates to approximately 3.4% from the current effective level
LONDON, February 26, 2026 — Global energy markets have reached a definitive turning point as Brent crude oil decisively cleared the psychological $70 per barrel resistance level this week. This technical breakout marks the culmination of a multi-month bottoming process that began in late 2025, signaling a shift from a bearish
The International Monetary Fund (IMF) released its latest Article IV assessment of the United States economy today, February 26, 2026, painting a picture of a nation that has defied gravity despite a landscape of shifting trade policies and mounting debt. The global lender upgraded its 2026 GDP growth forecast to
Financial technology company NCR Atleos (NYSE:NATL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 4% year on year to $1.15 billion. Its GAAP profit of $1.09 per share was 11.2% above analysts’ consensus estimates.
