Jupiter Asset Management Ltd. Purchases New Position in Corteva, Inc. $CTVA
Jupiter Asset Management Ltd. recently acquired a new position in Corteva, Inc. (NYSE:CTVA), purchasing 976,446 shares valued at approximately $66 million in the third quarter. This move is part of broader institutional interest, with other firms like Norges Bank and Pacer Advisors also making significant investments, contributing to institutional investors owning over 81% of Corteva's stock. Analysts currently rate Corteva as a "Moderate Buy" with an average target price of $82.30, following the company's recent earnings report which met EPS expectations but missed revenue forecasts, and an announced quarterly dividend.
Corteva, Inc. $CTVA Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. reduced its stake in Corteva, Inc. by 17.9% in the third quarter, selling over 900,000 shares but still owning a significant position worth about $282 million. Corteva's recent earnings report met EPS expectations but missed revenue targets, showing a slight year-over-year decrease in revenue. The company also declared a quarterly dividend of $0.18 per share and has an average analyst rating of "Moderate Buy" with an average price target of $82.30.
Cornerstone Advisors LLC Has $95,000 Stock Holdings in Corteva, Inc. $CTVA
Cornerstone Advisors LLC significantly reduced its stake in Corteva, Inc. ($CTVA) by 90.8% in the third quarter, bringing its total holdings to $95,000. Despite this reduction, other major institutional investors like Vanguard Group Inc., Geode Capital Management LLC, and Franklin Resources Inc. increased their positions in Corteva during the second quarter. The article also provides details on Corteva's stock performance, recent earnings, dividend announcement, and current analyst ratings.
Alberta Investment Management Corp Makes New $5.02 Million Investment in Corteva, Inc. $CTVA
Alberta Investment Management Corp recently acquired 74,200 shares of Corteva, Inc. ($CTVA) valued at $5.02 million during Q3. Other institutional investors also adjusted their positions in Corteva, which saw its most recent quarterly EPS align with estimates but missed revenue expectations. The company declared a quarterly dividend of $0.18 per share and currently holds a "Moderate Buy" consensus rating from analysts with an $82.30 price target.
ETFs in Spotlight as Trump Moves to Mobilize Defense Production Act
U.S. President Donald Trump has invoked the Defense Production Act to secure domestic supplies of elemental phosphorus and glyphosate-based herbicides, materials deemed crucial for national security. This move aims to reduce reliance on foreign imports and will benefit domestic producers like Bayer AG, Corteva Agriscience, The Mosaic Company, and Nutrien Ltd. Several ETFs with significant holdings in these companies, including iShares MSCI Agriculture Producers ETF (VEGI), VanEck Agribusiness ETF (MOO), First Trust Materials AlphaDEX ETF (FXZ), and Global X AgTech & Food Innovation ETF (KROP), are expected to see increased investor interest.
Deere Jumps as Tractor Maker Sees Upturn in Farm Economy
Deere & Co. shares surged after the company raised its annual profit forecast, anticipating a recovery in the agriculture economy. CEO John May stated that 2026 is expected to mark the bottom of the current cycle, providing a strong foundation for future growth, particularly driven by demand in construction and small agriculture segments. The company's first-quarter adjusted earnings also beat analyst estimates, fueled by improved sales and margins.
Sorghum Producers Sweep Yield Contest Divisions Planting Pioneer® Brand Hybrids
Pioneer® brand hybrids helped farmers achieve first-place honors in all six categories of the 2025 National Sorghum Producers Yield Contest, including the prestigious Bin Buster award. Chris Santini of New Jersey, with 239.93 bu/A, and Kenny Rathjen of Texas, with 237.15 bu/A, were among the top winners, crediting Pioneer genetics for their consistent high yields across diverse environments. This success reinforces Pioneer's position as an industry leader in sorghum performance and agronomic support.
Targa Resources Reports Strong 2025 Financial Results with Record EBITDA
Targa Resources reported a net income of $545 million for Q4 2025, a 55% increase year-over-year, and achieved a record full-year adjusted EBITDA of $4.957 billion for 2025, up 20% from 2024. The company repurchased 3.765 million shares for $642 million in 2025 and projects an adjusted EBITDA of $5.4 billion to $5.6 billion for 2026, alongside a 25% increase in its annual dividend to $5.00 per share.
Corteva CEO, CFO to speak at Bank of America global agriculture conference
Corteva (NYSE: CTVA) announced that CEO Chuck Magro and EVP/CFO David Johnson will speak at the 2026 Bank of America Global Agriculture & Materials conference on February 25, 2026, at 9:00 a.m. ET. The remarks will be webcast live and a replay will be available for one year. This participation follows strong 2025 financial results and strategic announcements, offering investors further insights into the company's direction.
Shell Asset Management Co. Sells 14,542 Shares of Corteva, Inc. $CTVA
Shell Asset Management Co. reduced its stake in Corteva, Inc. by 64.3% in the third quarter, selling 14,542 shares and retaining 8,058 shares worth $545,000. Despite this, other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC increased their holdings. Corteva recently reported earnings of $0.22 per share, matching consensus, but revenue of $3.91 billion missed analyst estimates, and the company announced a quarterly dividend of $0.18 per share.
Corteva to Participate in Bank of America Global Agriculture & Materials Conference
Corteva, Inc. announced that its CEO, Chuck Magro, and CFO, David Johnson, will speak at the 2026 Bank of America Global Agriculture & Materials conference on Wednesday, February 25, 2026, at 9:00 a.m. Eastern Time. A live webcast of their remarks will be available on the Corteva Investor Relations website, with a replay accessible for up to one year. Corteva is a global agriculture company focused on innovation in seeds, crop protection, and digital solutions.
CTVA: Mizuho Maintains Outperform, Raises Target Price to $82
Mizuho has reiterated an Outperform rating for Corteva (CTVA) and increased its target price from $80 to $82, signifying continued confidence in the company's market prospects. This adjustment follows several other analyst actions this month, showing varying levels of confidence in Corteva. Corteva, an agricultural inputs company set to spin off its seeds business in late 2026, currently has an average target price of $82.36 from 21 analysts, suggesting a 9.76% upside.
Goodyear Fell 14% This Week. Here’s How Much the Stock Could Rise in 2026
Goodyear Tire & Rubber Company (GT) stock fell 14% this week due to cautious Q1 guidance despite strong Q4 results, with management projecting a 10% fall in Q1 volume and a $60 million overhead headwind. Analyst models suggest GT is undervalued with a target price of $13, implying a 35% upside, driven by new product launches, commercial truck recovery, and continued balance sheet improvement rather than aggressive revenue growth. The company’s future performance is expected to rely on margin recovery through product mix and cost discipline, as well as deleveraging.
Possible Bearish Signals With Corteva Insiders Disposing Stock
Over the past year, Corteva, Inc. (NYSE:CTVA) insiders sold a significant stake, including a large sale by CEO Charles Magro for US$3.0m at US$63.82 per share, which is below the current price of US$75.03. While insider selling can have various explanations, a pattern of sales, especially at lower valuations, can be a weak bearish signal. Despite the sales, insiders still own 0.1% of the company, valued at US$49m, indicating a reasonable degree of alignment, but no insider buying has occurred in the last year.
Mizuho Boosts Corteva (NYSE:CTVA) Price Target to $82.00
Mizuho has increased its price target for Corteva (NYSE:CTVA) to $82.00 from $80.00, maintaining an "outperform" rating and suggesting a 9.36% upside. This aligns with a "Moderate Buy" consensus target of $82.30 from analysts, and several other firms have also recently raised their targets. Corteva met EPS expectations at $0.22 in its latest quarter but missed revenue estimates, and has provided FY2026 EPS guidance between $3.45 and $3.70.
Resurrect Bio announces $8.1M initial close of Series A led by Corteva
Resurrect Bio has successfully closed the initial Series A funding round, securing $8.1 million. This investment, led by Corteva, will accelerate the company's high-throughput trait discovery platform and advance disease resistance products. Resurrect Bio focuses on equipping crops with genetic defenses against disease using its FloraFold® AI computational biology and gene-editing platform.
Corteva Stock Trading Near All-Time Highs, Here’s Why It Can Soar New Highs in 2026
Corteva, Inc. (CTVA) is approaching all-time highs, driven by its planned separation into two public companies (Seed and Crop Protection) by Q4 2026 and a $610 million resolution with Bayer that accelerates corn trait licensing. While analysts project the stock could reach $93 by December 2028 with an annualized return of 8%, the underlying valuation model suggests a "Hold" rating due to the return falling short of the 10% equity hurdle rate, indicating insufficient compensation for inherent execution risks. The company aims for $4 billion in operating EBITDA for 2026, supported by royalty improvements and productivity savings, but faces potential headwinds from tariff costs and Latin American pricing pressures.
Corteva, Inc. $CTVA Shares Sold by PNC Financial Services Group Inc.
PNC Financial Services Group Inc. reduced its stake in Corteva, Inc. by 7.9% in Q3, selling 57,115 shares and now owning 662,970 shares valued at $44.84 million. Corteva's recent earnings report showed in-line EPS of $0.22, but revenue missed estimates at $3.91 billion, though the company provided FY2026 EPS guidance of $3.45-$3.70. The stock reportedly has a "Moderate Buy" consensus rating with an $82.20 target price and offers a quarterly dividend of $0.18.
Corteva, Inc. $CTVA Shares Acquired by Aberdeen Group plc
Aberdeen Group plc significantly increased its stake in Corteva, Inc., owning 525,044 shares worth $35.4 million, with institutional investors now holding 81.54% of the company. Analysts maintain a "Moderate Buy" rating with an average target price of $82.20, following several price target increases. Despite missing revenue expectations, Corteva met EPS estimates of $0.22 in its latest quarter and declared a $0.18 quarterly dividend.
Agricultural Soil Amendments Market See Incredible Growth
The agricultural soil amendments market is experiencing incredible growth, driven by increasing demand for organic farming and enhanced soil quality. A new report by Coherent Market Insights Pvt. Ltd provides an in-depth analysis of market trends, growth drivers, and competitor landscapes, forecasting significant expansion from 2026 to 2033. Key players in this market include BASF SE, Corteva Agriscience, Nutrien Ltd., and Yara International, utilizing various organic, inorganic, bio-based, and chemical amendments.
Bionematicides Market to Reach US$ 726.4 Million by 2031 | North America leads with 30% share | Top Companies - FMC Corporation, Corteva, Agri Life
The global bionematicides market is projected to reach US$ 726.4 million by 2031, growing at a CAGR of 15.6% from 2024 to 2031, driven by increasing demand for sustainable agricultural solutions and the rise of organic farming. North America leads the market with a 30% share, attributed to strong adoption of sustainable practices and strict regulations on chemical pesticides. Key players like FMC Corporation, Corteva, and Agri Life are innovating with advanced microbial formulations, RNA-based biocontrol, and improved delivery systems to offer effective and eco-friendly nematode management solutions.
The Bull Case For Corteva (CTVA) Could Change Following Q4 Loss, UBS Downgrade, And Planned Split
Corteva, Inc. reported a Q4 2025 net loss of US$552 million despite full-year sales of US$17.40 billion, leading to a UBS downgrade to neutral. The company plans to split its seed and crop protection businesses by early 2027, introducing execution risks but also an expected US$1 billion benefit from a Bayer settlement for its seed segment. This strategic move and its associated financial implications are reshaping the investment outlook for Corteva.
The Bull Case For Corteva (CTVA) Could Change Following Q4 Loss, UBS Downgrade, And Planned Split
Corteva, Inc. recently reported a Q4 2025 loss and a full-year 2025 net income, alongside issuing 2026 operating EPS guidance. UBS downgraded the stock to neutral as Corteva plans to split its seed and crop protection businesses by early 2027, citing execution risks and potential costs. The planned separation and associated risks are key factors influencing the investment outlook for Corteva.
ING Groep NV Has $3.24 Million Stock Position in Corteva, Inc. $CTVA
ING Groep NV reduced its stake in Corteva by 46.6% in the third quarter, now holding shares worth $3.24 million. Other hedge funds also adjusted their positions, with institutional investors owning 81.54% of Corteva. The company recently announced a quarterly dividend and analysts maintain a "Moderate Buy" rating with an average target price of $82.20.
TD SYNNEX (SNX) outlines 2026 board elections, pay vote and new meeting rights
TD SYNNEX has announced the agenda for its 2026 annual meeting, which includes the election of ten directors, an advisory vote on executive compensation, and the ratification of KPMG LLP as the independent auditor. The company is also proposing an amendment to its Charter to allow stockholders owning at least 25% of common stock to call a special meeting. The proxy statement emphasizes the board's independence and diversity, performance-based executive pay, and progress in corporate citizenship, including significant reductions in greenhouse gas emissions.
Dow Declares Quarterly Dividend of 35 Cents per Share
Dow (NYSE: DOW) has announced a quarterly dividend of 35 cents per share, payable on March 13, 2026, to shareholders of record as of February 27, 2026. This dividend marks the 458th consecutive payment by the company or its affiliates since 1912. Dow, a leading materials science company, serves high-growth markets globally and reported approximately $40 billion in sales in 2025.
Corteva Offers Cattle Producers Options To Improve Pasture Conditions
Corteva Agriscience is offering cattle producers two herbicide options, DuraCor® and NovaGraz™, to improve pasture conditions and enhance forage utilization. DuraCor® provides broadleaf weed control with no grazing restrictions, while NovaGraz™ allows for the preservation of white clover, offering flexibility in pasture management. These products aim to eliminate unwanted weeds and brush, enabling productive grasses to thrive for healthier cattle.
Illinois Municipal Retirement Fund Increases Position in Corteva, Inc. $CTVA
Illinois Municipal Retirement Fund significantly increased its stake in Corteva, Inc. (NYSE:CTVA) by 9.9% during the third quarter, bringing its total holdings to 221,070 shares valued at $14.95 million. Other institutional investors also adjusted their positions in Corteva, indicating continued interest from hedge funds and institutional players. The article also provides details on Corteva's recent financial performance, dividend announcement, and analyst ratings, with the stock currently holding a "Moderate Buy" consensus.
Caprock Group LLC Buys Shares of 39,997 Corteva, Inc. $CTVA
Caprock Group LLC recently acquired a new stake of 39,997 shares in Corteva, Inc. (NYSE:CTVA) during the third quarter, valued at approximately $2.97 million. Other institutional investors have also adjusted their holdings in Corteva, with the stock currently having a "Moderate Buy" consensus rating from analysts and an average target price of $82.20. Corteva also announced a quarterly dividend of $0.18 per share, payable on March 16th, which translates to an annualized dividend of $0.72 and a yield of 1.0%.
FMC Corp.: How a Quiet Chemistry Powerhouse Became a Strategic Tech Product in Global Food Security
FMC Corp. has transformed itself from a traditional chemical company into a technology platform for precision crop protection, integrating proprietary chemistries, advanced formulations, biological solutions, and digital tools. This strategic shift positions FMC as a resilience provider in global food security, competing with larger agricultural giants by offering an integrated product ecosystem rather than just chemical products. The company's focus on innovation, resistance management, regulatory alignment, and data integration aims to drive long-term value and growth, enabling it to be viewed as a strategic asset rather than a cyclical commodity stock.
Corteva (NYSE:CTVA) Price Target Raised to $80.00
CICC Research has increased its price target for Corteva (NYSE:CTVA) from $70.00 to $80.00, maintaining an "outperform" rating and implying a 5.8% upside. Other analysts like RBC, Deutsche Bank, and BNP Paribas have also raised their targets, contributing to a consensus "Moderate Buy" rating with an average price target of $82.20. Corteva recently reported Q4 EPS of $0.22, meeting estimates, though revenue of $3.91 billion missed forecasts, and the company set FY2026 EPS guidance between $3.45 and $3.70.
Corteva Stock Gained 20% Last Year. Here’s the Path to $100 per Share
Corteva, Inc. (CTVA) saw its stock rise by 20% last year and has a path to $93 per share by December 2028, representing a 23% upside from its current $75 price, based on TIKR's valuation model. This projection relies on 3% revenue growth, 18% operating margins, and a 20x exit P/E through 2028, with the company also announcing a formal separation process and a $610 million settlement with Bayer. However, the model signals a "Sell" due to the 7.5% annualized return falling below a 10% equity hurdle rate, considering complexities like separation execution and agricultural pricing cycles.
Eaton Stock Rose 18% Over the Past Year. Here’s Where the Stock Could Go in 2026
Eaton Corporation (ETN) saw its stock climb 18% over the last year, driven by a "Grid Super-Cycle" fueled by the demand for upgrading national power grids to support AI data centers. TIKR's valuation model suggests a target price of $602, representing a 51.9% potential upside from its current price of approximately $396. The company's strategic decision to spin off its Mobility segment will allow it to focus on its high-growth Electrical and Aerospace businesses, further bolstering its investment case as a structural mega-trend play in the AI infrastructure sector.
FMC Weighs Full Sale As Debt Pressures And Patent Risks Mount
FMC (NYSE:FMC) is considering a full company sale and has engaged advisors to explore broad options for its future, alongside ongoing plans to sell its Indian business and reduce debt. This strategic review is a response to recent credit rating downgrades and the impact of patent expirations. The move signals a potential major shift for the company, as it faces financial challenges including a 2025 net loss and high leverage, requiring careful attention from investors regarding ownership structure and future cash flows.
CICC Adjusts Price Target on Corteva to $80 From $70, Maintains Outperform Rating
CICC has increased its price target for Corteva (CTVA) to $80 from $70, while reiterating an "Outperform" rating on the stock. This adjustment reflects a positive outlook from the firm regarding the agricultural chemicals company. The article also lists other recent analyst recommendations for Corteva, showing a mix of upgrades, downgrades, and price target adjustments from various financial institutions.
Consumer Staples ETFs: Sector-Wide Defense or a Food-and-Beverage Tilt? VDC vs. PBJ
This article compares two consumer staples ETFs: Vanguard Consumer Staples ETF (VDC) and Invesco Food & Beverage ETF (PBJ). VDC offers broad sector exposure with a lower expense ratio and higher assets under management, while PBJ provides a more concentrated focus on food and beverage companies with higher fees. The analysis highlights differences in cost, returns, risk, and portfolio composition to help investors choose the fund that best fits their needs.
XLP Provides Broad Staples Exposure, While PBJ Focuses on a Specific Sub-Sector. Which ETF is Right for Average Investors?
This article compares two ETFs, XLP and PBJ, which both target the U.S. consumer sector but have different approaches. XLP offers broader consumer staples exposure with lower costs and higher yields, while PBJ focuses on food and beverage companies with a more diversified sector mix. For average investors, XLP generally presents a more attractive option due to its lower expense ratio, higher dividend yield, and better long-term performance.
J.P. Morgan Remains a Buy on Silgan Holdings (SLGN)
J.P. Morgan analyst Jeffrey Zekauskas maintained a Buy rating on Silgan Holdings (SLGN) with a price target of $53.00, citing his average 4.9% return and 57.69% success rate on recommended stocks. This comes as other analysts like xAI’s xAi Packaging and Containers also issued a Buy, while PerPlexity reiterated a Hold rating. Silgan Holdings reported quarterly revenue of $1.47 billion and a net profit of $18.2 million, showing an increase in revenue but a decrease in net profit compared to the previous year.
UBS Downgrades Corteva (CTVA) Amid Business Separation Concerns
UBS has downgraded Corteva (CTVA) from Buy to Neutral, citing a balanced risk-reward profile as the stock approaches its price target. The downgrade is primarily due to concerns surrounding the company's planned separation of its seed and crop protection businesses by early 2027, which introduces potential execution risks and increased costs. While the seed segment shows strong growth potential, the crop protection division faces uncertainties as it transitions to a standalone entity.
Insect Pest Control Market Poised to Hit US$ 25.47 Billion
The global insect pest control market is projected to reach US$ 25.47 billion by 2035, driven by record-high incidences of vector-borne diseases like dengue and malaria, and increasing threats from invasive species. Key segments include chemical control, led by new active ingredients, and the residential sector, which benefits from extended pest seasons due to climate change. Companies like Rollins are expanding through acquisitions, while technological advancements such as IoT and AI are revolutionizing monitoring standards in the industry.
UBS Downgrades Corteva to Neutral From Buy, Adjusts Price Target to $80 From $81
UBS has downgraded Corteva (CTVA) from a "Buy" rating to "Neutral" and reduced its price target from $81 to $80. The agricultural chemicals company specializes in producing seeds and crop protection products, with primary markets in the US, Canada, and Latin America. This adjustment follows several other recent analyst recommendations for Corteva, with price targets ranging from $77 to $90.
UBS downgrades Corteva stock to Neutral on balanced risk-reward
UBS has downgraded Corteva Inc. (NYSE:CTVA) from Buy to Neutral and slightly lowered its price target, citing a more balanced risk-reward profile as the stock approaches its target price and 52-week high. The downgrade also reflects potential execution risks associated with Corteva's planned separation of its Seed and Crop Chemicals businesses. Despite these concerns, Corteva has a consistent dividend growth record, moderate debt, and conservative guidance, suggesting potential for upward revisions.
UBS downgrades Corteva stock to Neutral on balanced risk-reward
UBS has downgraded Corteva Inc. (NYSE:CTVA) from Buy to Neutral and slightly lowered its price target, citing a more balanced risk-reward profile as the stock approaches its target. The downgrade is influenced by the upcoming separation of its Seed and Crop Chemicals businesses, which introduces execution risk. Despite these concerns, Corteva has consistent dividend increases and moderate debt, with analysts expecting the stock to remain range-bound until the spinoff.
How Investors Are Reacting To Corteva (CTVA) Spinning Off Seeds After Bayer Deal And Record Cash Flow
Corteva (CTVA) reported mixed Q4 2025 results with a loss but strong full-year sales and record free cash flow. The company resolved seed-licensing litigation with Bayer and plans to spin off its seeds business by late 2026, transitioning to a pure-play crop protection company. This strategic shift, combined with a relatively high valuation, presents both opportunities and risks for investors.
How Investors Are Reacting To Corteva (CTVA) Spinning Off Seeds After Bayer Deal And Record Cash Flow
Corteva (CTVA) reported mixed Q4 2025 results but strong full-year performance with record free cash flow. The company resolved litigation with Bayer, confirmed its seed business spin-off plan for late 2026, and will focus on crop protection. This strategic shift and the Bayer settlement are now central to Corteva's investment narrative, with analysts' fair value estimates showing a wide range of opinions on its future resilience.
Bessemer Group Inc. Sells 3,536,542 Shares of Corteva, Inc. $CTVA
Bessemer Group Inc. significantly cut its stake in Corteva, Inc. by 97.7% in the third quarter, selling over 3.5 million shares while retaining a smaller holding. This move comes as Corteva faces mixed investor sentiment due to a Q4 revenue miss and a JPMorgan downgrade, despite analyst consensus generally indicating a "Moderate Buy" rating with an average price target of $82.37. The company recently announced a quarterly dividend of $0.18 per share and provided FY 2026 EPS guidance between $3.45 and $3.70.
FMC Corporation (FMC): A Bull Case Theory
This article summarizes a bullish thesis on FMC Corporation, an agricultural sciences company that has experienced a significant sell-off. Despite recent challenges like an 83% dividend cut and agricultural demand weakness, the underlying business is described as operationally sound. The bull case hinges on an eventual recovery in the agricultural cycle and successful debt reduction, presenting a potential deep-value opportunity.
Thrivent Financial for Lutherans Sells 939,907 Shares of Corteva, Inc. $CTVA
Thrivent Financial for Lutherans significantly reduced its stake in Corteva, Inc. (NYSE:CTVA) by selling 939,907 shares, retaining 84,644 shares valued at $5.724 million. This sell-off followed Corteva's Q4 earnings, which met EPS expectations but missed revenue targets, leading to an after-hours stock decline. Despite this, analysts maintain a "Moderate Buy" consensus for Corteva with an average price target around $82.
VDC vs. PBJ: Does Comprehensive Coverage Beat Concentrated Food Bets?
This article compares two ETFs, VDC (Vanguard Consumer Staples ETF) and PBJ (Invesco Food & Beverage ETF), which both target defensive sectors. It highlights that VDC offers broader coverage of consumer staples with lower costs and higher dividend yields, while PBJ provides a more concentrated bet on food and beverage companies. The comparison details their expense ratios, dividend yields, performance, risk, and portfolio makeup, suggesting that VDC has delivered stronger returns over 1-year and 5-year periods.
Corteva (NYSE:CTVA) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded Corteva (NYSE:CTVA) from a "buy" to a "hold" rating. Despite this downgrade, other analysts have recently raised price targets for Corteva, contributing to a consensus "Moderate Buy" rating with an average target price of $82.37. The company recently reported Q4 earnings of $0.22 EPS, meeting consensus, but revenue of $3.91 billion missed estimates.
