Earnings call transcript: Yelp Q4 2025 beats EPS forecast, stock rises
Yelp Inc. reported stronger-than-expected Q4 2025 financial results, with EPS of $0.61 (15.09% above forecast) and revenue of $359.99 million (slightly above forecast). The company's stock rose 1.16% in aftermarket trading. Yelp attributes its success to strategic investments in AI and product innovation, forecasting continued growth in 2026 despite persistent challenges in the restaurant and retail sectors, while aiming to diversify revenue through SaaS offerings and data licensing.
Yelp (YELP) Q4 2025 Earnings Call Transcript
Yelp Inc. (YELP) reported strong 2025 financial results driven by growth in its services segment and significant investment in AI-powered product innovation, including a substantial increase in Request-A-Quote submissions through Yelp Assistant. Despite these gains, the company faced challenges in its Restaurants, Retail, and Other (RR&O) categories due to macroeconomic pressures. Yelp also announced a data licensing agreement with OpenAI and the acquisition of Hatch to enhance its SaaS offerings and diversify revenue streams, though increased expenses for AI and Hatch integration are expected to impact 2026 adjusted EBITDA.
Disney to pay $2.75 million to settle alleged violations of the California Consumer Privacy Act
Walt Disney Co. has agreed to pay $2.75 million to settle allegations that it violated the California Consumer Privacy Act by not fully complying with users' requests to opt out of data sharing on its streaming services. The settlement, which is the largest under the state privacy act, will require Disney to implement a more consumer-friendly process for data opt-out requests. California Attorney General Rob Bonta emphasized the importance of businesses making privacy rights easy for consumers to exercise.
Akamai Technologies (AKAM) Earnings Expected to Grow: Should You Buy?
Akamai Technologies (AKAM) is expected to report a year-over-year increase in earnings and higher revenues for the quarter ended December 2025, with an earnings release anticipated on February 19. The company has a positive Earnings ESP of +1.02% and a Zacks Rank of #3, indicating a high probability of beating the consensus EPS estimate. Over the last four quarters, Akamai has consistently surpassed EPS estimates.
Small cap wrap: BioVie, VivoPower, NanoViricides, Aftermath Silver...
This small cap wrap-up highlights several companies making recent news. NanoViricides has filed for Orphan Drug Designation for its MPOX treatment, VivoPower International completed a $30 million private investment, and Aftermath Silver commenced a pre-feasibility study for its Berenguela project. BioVie Inc. will present research on its drug candidate bezisterim at an upcoming medical meeting, and Genflow Biosciences reported positive interim results from its SLAB clinical trial.
Fiserv, Inc. Introduces Indx, A Real-Time Cash Settlement Platform for Digital Asset Companies
Fiserv, Inc. has launched INDX, a real-time cash settlement platform designed for digital asset companies. This platform enables secure, 24/7/365 real-time storage and transfer of US dollars with up to $25 million in FDIC insurance through the Fiserv Deposit Network, which includes over 1,100 US-based financial institutions. INDX aims to provide institutional-grade accounts, faster transfers, enhanced safety, and full programmability via APIs, redefining fiat operations for the digital asset industry by keeping cash off-chain while offering instant settlement.
Vanguard’s Mid Cap Growth Filter Fails to Deliver on Its Investor Promise
The Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) has underperformed, returning only 0.59% over the past year and 26.75% over five years, significantly lagging the S&P 500 ETF (SPY). Despite its competitive 0.07% expense ratio and focus on high-growth mid-cap companies like Constellation Energy, Robinhood, and DoorDash, its "growth filter" has not consistently identified winning investments. This underperformance raises questions about the strategy's effectiveness in delivering the expected premium returns for the concentration risk taken.
ING Groep NV Sells 9,756 Shares of DoorDash, Inc. $DASH
ING Groep NV has reduced its stake in DoorDash, Inc. by selling 9,756 shares, decreasing its holdings by 15.4% to 53,629 shares valued at $14.587 million. This comes amidst significant insider selling, with company insiders offloading over 600,000 shares worth about $124.5 million in the last 90 days. Despite this, Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $280.24, even as the stock trades around $175 with a high P/E ratio.
UPDATE 2: FAT Brands UCC Taps M3 Partners as FA
The official committee of unsecured creditors in the FAT Brands chapter 11 cases has selected M3 Partners as its financial advisor, as reported in an update. This follows an earlier selection of Paul Hastings as legal counsel for the seven-member committee. The committee was appointed by the U.S. Trustee and includes various creditors such as 3|5|2 Capital GP LLC, DoorDash Inc., and Landlord Simon Property Group LP.
P/E Ratio Insights for DoorDash
This article analyzes DoorDash Inc.'s current stock performance and its Price-to-Earnings (P/E) ratio. As of the current session, DoorDash is trading at $178.54 after a 3.82% drop, with significant decreases over the past month and year. The article highlights DoorDash's P/E ratio of 93.76, which is higher than the Hotels, Restaurants & Leisure industry average of 50.21, suggesting potential overvaluation or high investor expectations for future performance.
DoorDash Delivers Europe Push As Deliveroo Deal Meets Valuation Questions
DoorDash has completed its acquisition of Deliveroo, expanding its operations into over 20 European countries and new categories beyond restaurant delivery. The company is also investing in autonomous delivery and a revamped tech platform. Despite a long-term stock return of 3x over three years, recent market reactions show short-term declines, with its valuation trading significantly below analyst targets and estimated fair value.
SERV Stock Tanks 28% in a Month: Smart Entry Point or More Pain Ahead?
Serve Robotics Inc. (SERV) shares have dropped 28% in the past month despite significant operational milestones like triple-digit revenue growth and surpassing 1,000 robot deployments. The stock's underperformance is attributed to high investment in scaling and acquisitions, leading to substantial cash burn and a widening gap between ambitious long-term goals and near-term profitability. While the company boasts strong liquidity and a clear roadmap for growth, analysts are cautious due to increased loss per share estimates and a premium valuation compared to industry peers.
Benchmark Cuts Criteo (NASDAQ:CRTO) Price Target to $30.00
Benchmark has lowered its price target for Criteo (NASDAQ:CRTO) from $38.00 to $30.00, while maintaining a "buy" rating, indicating a potential upside of 54.77%. Analyst opinions on CRTO are divided, with a consensus "Hold" rating and an average price target of $36.67 from MarketBeat data, reflecting a range of "Buy" to "Sell" ratings from individual firms. Despite high institutional ownership, insiders have been net sellers of the stock recently.
Hub Cyber Security Ltd. Launches SecureRide Trust Infrastructure for the $400B+ Global Rideshare Market
Hub Cyber Security Ltd. has commercially launched SecureRide, a trust infrastructure designed for the rideshare market, in partnership with Fare Co-op. SecureRide offers continuous, real-time verification of drivers and riders, moving beyond the traditional static safety checks. This innovation is aimed at enhancing safety, reducing insurance friction, and improving unit economics in the rapidly growing $400B+ global rideshare industry.
Viral videos raise meat pricing questions at Walmart stores
Viral TikTok videos have raised concerns about accurate meat pricing at Walmart stores, prompting scrutiny, particularly in Northern Nevada, which previously settled a $2 million discrepancy case with Walmart. A Georgia man, Jimmy Wrigg, highlighted significant price mismatches in several videos, indicating customers were often overcharged due to incorrect weighing. While one manufacturer, Kentucky Legend, acknowledged an isolated error, Walmart faces ongoing questions regarding broader pricing accuracy across multiple products and locations.
King Soopers parent company names former Walmart executive as new CEO
Kroger, parent company of King Soopers, has appointed former Walmart executive Greg Foran as its new CEO. Foran, known for his tech-savvy and detail-oriented leadership at Walmart's U.S. division and Air New Zealand, is expected to help Kroger compete with rivals like Walmart and Amazon. His appointment follows the abrupt resignation of the previous CEO and comes as Kroger navigates challenges in e-commerce and faces scrutiny over new technologies.
Kroger names former Walmart executive as its new CEO
Kroger has appointed Greg Foran, a former Walmart executive, as its new Chief Executive Officer following the resignation of its previous CEO. Foran is known for his tech-savvy and detail-oriented leadership, having previously improved Walmart's U.S. division by focusing on store operations, inventory, fresh produce, and accelerating digital capabilities. This appointment comes as Kroger faces intense competition from Walmart, discount chains, and online retailers, leading it to explore new strategies for e-commerce and store operations.
DoorDash Expands SNAP Access And Grocers As Valuation Gap Widens
DoorDash is expanding its services by rolling out SNAP/EBT payment support across more than 50,000 stores and adding local grocery and alcohol retailers to its platform. This move aims to broaden DoorDash's role in everyday spending beyond restaurant delivery, tapping into new customer segments and increasing engagement within its ecosystem. The expansion comes as the company's P/E ratio significantly exceeds the industry average, indicating high market expectations for its growth.
DoorDash restaurant listings Chicago City settlement
DoorDash has agreed to an undisclosed settlement with the City of Chicago concerning allegations that it listed Chicago-based restaurants on its platforms (DoorDash and Caviar) without prior contractual agreements or consent. Eligible restaurants, defined as those with nine or fewer locations operating under a common name, listed between August 27, 2019, and November 14, 2025, and lacking a current agreement with DoorDash or Caviar, can claim up to $2,500. The deadline to file a claim is March 30, 2026.
DoorDash restaurant listings Chicago City settlement
DoorDash has agreed to a settlement with the City of Chicago to resolve claims that it listed Chicago restaurants on its platform without a contractual relationship and without their consent, violating a city ordinance. Eligible Chicago-based restaurants with nine or fewer locations, listed on DoorDash or Caviar without a contract between August 27, 2019, and November 14, 2025, and currently without an agreement, can submit claims for a share of an undisclosed settlement fund, with individual awards not exceeding $2,500. The deadline to file a claim is March 30, 2026.
OMG They’re Back Again: T-Mobile Teams Up with the Backstreet Boys for Big Game Commercial
T-Mobile is collaborating with the Backstreet Boys for its 13th consecutive Big Game commercial, featuring a reimagined version of "I Want It That Way" to highlight T-Mobile's network, value, and benefits. The 60-second ad, also featuring cameos from Druski, mgk, and Pierson Fodé, will air in the second quarter of the Big Game on February 8th. T-Mobile emphasizes superior customer experiences, entertainment bundles, and travel perks, alongside new features like "15 Minutes to Better" for expedited switching and a free trial for potential customers.
Guarantor: JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC has issued $555,000 in Auto Callable Contingent Interest Notes linked to DoorDash, Inc. Class A Common Stock, fully guaranteed by JPMorgan Chase & Co. These notes offer contingent interest payments if the reference stock's closing price meets specific barriers, with an automatic call feature. Investors face risks including potential principal loss, no guaranteed interest, and credit risks of both JPMorgan entities.
DoorDash Food Delivery Specialization Is Less Exposed to Autonomous Disruption, but Amazon Lurks
DoorDash dominates the North American food and convenience delivery market with 65% share and has expanded globally through Wolt's acquisition. The company, which boasts 42 million monthly active users and 2.6 billion annual orders, is considered less vulnerable to autonomous disruption compared to other sectors, though Amazon's potential moves pose a competitive threat. Despite strong market positioning, analyst notes hint at pressure from significant tech investment plans.
UBER Q4 Earnings Miss Estimates, Decrease Year Over Year
Uber Technologies (UBER) reported mixed results for Q4 2025, with earnings per share (EPS) of 71 cents missing the Zacks Consensus Estimate of 79 cents, a 77.8% year-over-year decrease. However, total revenues of $14.3 billion surpassed estimates and increased 20.1% year-over-year. The company provided Q1 2026 guidance, expecting gross bookings between $52.00 billion and $53.50 billion, and adjusted EPS in the range of $0.65-$0.72.
DoorDash Tests Broader Commerce Role With SNAP And New Retail Partners
DoorDash is expanding its retail and grocery delivery services through new partnerships with chains like Hibbett and Binny’s Beverage Depot, and by implementing SNAP/EBT payment support across over 50,000 participating stores. This expansion moves DoorDash beyond restaurant delivery into a broader local commerce platform, aiming to increase customer engagement through essential goods and compete more directly with rivals like Uber Eats and Instacart. The company is evaluating how these new initiatives, including broader SNAP/EBT access, impact order frequency and overall business growth, while also considering the complexities and investment risks associated with entering new categories.
Uber Earnings: Network Effect Is Strengthening, but Future AV Impact Remains Uncertain
Morningstar has lowered its fair value estimate for Uber stock to $85 from $93, maintaining a narrow moat rating, despite strong network effects visible in accelerating user growth and food delivery. The reduction reflects persistent uncertainty about the impact of autonomous vehicles, as companies like Waymo and Tesla seem more inclined to control rider relationships directly rather than through partnerships. While Uber's two-sided marketplace remains strong, the long-term question of its asset-light model versus the need for AV investment creates a significant headwind, making shares appear cheap but recommending investment only if they drop to the $60 range.
12 High Growth E-commerce Stocks To Buy
This article identifies high-growth e-commerce stocks. It highlights Etsy, Inc. (NYSE:ETSY) as one such company, detailing its revenue growth, hedge fund interest, and recent leadership changes. An analyst from Stifel lowered Etsy's price target due to potential consumer pricing pressure in 2026, despite a healthy broader e-commerce market.
How DoorDash’s Hibbett Partnership And Profitability Surge At DoorDash (DASH) Has Changed Its Investment Story
DoorDash recently partnered with Hibbett, Inc., expanding its on-demand delivery services to include athletic wear from nearly 1,000 stores across the U.S. This collaboration, along with DoorDash's improved profitability and significant EPS growth, is reframing its investment narrative from a food delivery service to a broader convenience logistics platform. While this partnership supports DoorDash's long-term vision, the company still faces risks from regulatory pressures, fee competition, and consumer pushback on delivery costs.
Instacart can’t stall new NYC delivery driver wage laws
Instacart has lost another attempt to prevent a new New York City law, which extends minimum wage requirements for food delivery drivers to grocery deliverers, from taking effect. The company argues that this requirement will cause "irreparable harm" and has failed to convince a U.S. District Judge of its likelihood of success on appeal. Instacart claims the city misunderstood the unique nature of its "personal shoppers" and that the law will force them to overhaul their business model, reducing flexibility for drivers and increasing costs for customers.
Earnings call transcript: 1-800-FLOWERS.COM beats Q2 2026 EPS forecast
1-800-FLOWERS.COM (FLWS) reported a Q2 2026 EPS of $1.20, significantly exceeding the forecast of $0.86, with revenue marginally surpassing expectations at $702.2 million. Despite a 9.5% consolidated revenue decline year-over-year, largely due to a 22.7% drop in the Consumer Floral & Gifts segment, the company's stock rose 6.93% in pre-market trading. The company is focusing on cost savings, operational efficiency, and a refined marketing strategy while anticipating a low double-digit revenue decline for H2 2026, alongside a slight increase in normalized Adjusted EBITDA.
DoorDash Stock Performance & Analyst Outlook 2026 | DASH Analysis - News and Statistics
DoorDash (DASH) stock has underperformed the S&P 500 and the Amplify Online Retail ETF despite strong analyst bullishness. While the company's revenue beat estimates in Q3, EPS missed expectations, causing a significant stock drop. Analysts maintain a "Strong Buy" consensus rating with substantial price target upside predicted.
DoorDash Shares: Expert Predictions & Evaluations
DoorDash, Inc. (DASH) has seen its stock performance lag the broader market and the Amplify Online Retail ETF over the past year, despite a 27.3% revenue increase in Q3 due to heightened orders. Analysts, however, are largely optimistic, with a "Strong Buy" consensus among 42 analysts and an average price target indicating a significant upside from current prices. This optimism is fueled by anticipated EPS growth of 662.1% for the fiscal year ending in December, despite mixed past earnings results.
DoorDash Shares: Expert Predictions & Evaluations
DoorDash Inc. (DASH) has significantly underperformed the S&P 500 over the past year, despite a 27.3% year-over-year revenue growth in Q3. While its EPS missed Wall Street expectations, analysts maintain an optimistic outlook, with a "Strong Buy" consensus and an average price target indicating a substantial upside. The company, which operates a digital marketplace connecting merchants, customers, and delivery partners, faces mixed investor reactions following its latest financial results.
Dollar General Launches One-Day Deals
Dollar General has launched a "7 Days of Savings" event across its 20,000 stores, offering a new, limited-time deal each day from February 1st to 7th. This initiative also coincides with the expansion of its "myDG Delivery" service to 17,000 stores, including same-day and one-hour delivery options. The deals, which include items like laundry detergent, storage totes, and snacks, are designed to help customers stock up on essentials and prepare for the Super Bowl.
187,850 Shares in Criteo S.A. $CRTO Acquired by Ballast Asset Management LP
Ballast Asset Management LP initiated a new position in Criteo S.A. ($CRTO) by acquiring 187,850 shares valued at approximately $4.245 million, making it their 22nd largest holding. This acquisition represents about 0.32% of Criteo's stock, with institutional investors now owning 94.27% of the company. Insider activity was mixed, with the CFO selling shares and a director purchasing shares, while analysts currently rate CRTO as a "Hold" with an average price target of $38.11.
Y Intercept Hong Kong Ltd Sells 126,024 Shares of Criteo S.A. $CRTO
Y Intercept Hong Kong Ltd significantly reduced its stake in Criteo S.A. by selling 126,024 shares, decreasing its holdings by 71.5% to 50,288 shares. Despite this institutional selling, Criteo maintains a high institutional ownership of 94.27% and analysts have a consensus "Hold" rating with an average target price well above its current trading price. Insider transactions show a slight net buying over the past 90 days, even with recent individual insider sales.
Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth
DoorDash (DASH) shares have recently experienced weakness, with negative returns over the past one and three months, despite an 8.36% return over the last year. The article suggests that DoorDash is significantly undervalued, with an average analyst price target indicating a 35% discount and an intrinsic discount of 51%. This undervaluation is supported by accelerating growth in high-margin revenue streams like platform advertising and SaaS offerings, alongside rapid top-line expansion and rising profitability.
DoorDash Faces New Tipping Rules And Weather Shocks As Valuation Lags
DoorDash is navigating new tipping rules in New York City, operational adjustments due to severe winter weather, and is supporting federal legislation for rural senior grocery delivery. These factors highlight the interplay of regulation, operations, and social policy affecting the company's business model. Investors are advised to monitor order volumes, courier supply, and the impact of these changes on DoorDash's cost base and pricing flexibility, especially considering its current valuation lags analyst targets and fair value estimates.
Dollar General Launches its Latest “7 Days of Savings” Event February 1-7
Dollar General is launching its "7 Days of Savings" event from February 1-7, 2026, offering daily deals on household essentials, snacks, and more. This promotion aims to provide customers with increased value and savings, including discounts on popular items like Scott® Bathroom Tissue, Arm & Hammer® laundry detergent, and various food and beverage products. Additionally, the company is offering a free delivery promotion through its same-day delivery service, myDG Delivery, until February 28.
Serve Robotics vs. Teradyne: Which Robotics Stock Is the Better Buy?
This article compares Serve Robotics (SERV) and Teradyne (TER) as investment opportunities within the robotics and automation sector. It evaluates their business models, financial performance, and future outlook, concluding that Serve Robotics is currently a better buy due to its stronger growth outlook and improving fundamentals despite ongoing losses, while Teradyne, though more established, faces uneven performance in certain segments.
1-800-FLOWERS.COM, Inc. (NASDAQ:FLWS) Q2 2026 Earnings Call Transcript
1-800-FLOWERS.COM, Inc. beat earnings expectations for Q2 2026, reporting an EPS of $1.2 against an expectation of $0.86. The company discussed operational improvements, strategic changes including a shift to a function-based operating structure and disciplined marketing, and initiatives to stabilize the business for future growth. Revenue and adjusted EBITDA saw declines, attributed to efficient marketing spend and changes in search engine results, but the company anticipates significant cost savings and improved performance in the long term.
DoorDash Balances Weather Shocks, Tipping Rules And Retail Growth Story
DoorDash is navigating challenges including winter storm disruptions, new tipping regulations in New York City, and expansion into retail delivery with a Hibbett partnership. The company also appointed a robotics expert to its board as it seeks to balance growth in new verticals with managing costs and regulatory pressures. Investors are watching how these changes will impact customer behavior, delivery economics, and the mix of food versus non-food orders, considering both risks and potential rewards.
1-800 FLOWERS.COM (NASDAQ:FLWS) Posts Earnings Results
1-800 FLOWERS.COM (NASDAQ:FLWS) reported Q1 earnings with EPS of $1.20, significantly beating the consensus of $0.86, on revenue of $702.18 million. Despite beating revenue expectations, consolidated revenue declined 9.5%, largely due to reduced marketing efforts and e-commerce weakness, leading management to project low double-digit revenue decline for the second half of the fiscal year. The company's shares jumped over 21% on the news, but analysts maintain a "Reduce" rating with an average target price of $7.50.
Prediction: 2026 Will Be the Year of PayPal
Despite its stock decline, PayPal's revenue and earnings continue to grow, and the company is actively repurchasing shares. A new partnership with OpenAI, which will power checkout processes within ChatGPT, is seen as a significant catalyst that could boost PayPal's stock in 2026. The article suggests that PayPal's current cheap valuation combined with this new AI integration makes it a strong potential investment.
Papa Johns hopes this nostalgia-inducing pizza brings people back
Papa Johns is reintroducing its Pan Pizza after a decade, hoping to attract customers and boost sales amidst a challenging market for pizza chains. The company's struggles extend beyond pricing, and the new Pan Pizza, launching February 3rd for $11.99, is part of a broader turnaround effort focusing on menu innovation. While a new pizza has potential, analysts suggest Papa Johns also needs to improve its side dishes and appetizers to truly capture market share.
Instacart slaps NYC shoppers with surprise ‘regulatory response fee’ after new city law kicks in
Instacart has introduced a new $5.99 "Regulatory Response Fee" for grocery delivery orders in New York City, directly attributing it to a new city law that mandates a minimum wage of $21.44 per hour for app-based grocery delivery workers. The company argues this law, which will further increase the minimum wage to $22.13 by April, will raise costs for consumers and make food less affordable, despite warnings to the city council. New Yorkers have reacted negatively to the new fee on social media, with some expressing intentions to cancel their subscriptions.
Dollar General expands reach of rural same-day delivery service
Dollar General is expanding its same-day delivery service, MyDG Delivery, to over 17,000 locations, primarily targeting underserved rural areas. This initiative is part of the company's broader digital strategy to personalize user experience and reach more customers, building on a successful third quarter with increased net sales and income. Other major retailers like Walmart and Amazon are also increasing their focus on rapid delivery services to a wider range of U.S. households, including rural communities.
3 Reasons to Hold FVRR Stock Despite a 34% Decline in 6 Months
Fiverr International (FVRR) shares have declined significantly over the past six months, but the company is well-positioned in the rapidly growing AI services market. Its competitive advantages include AI-driven matching technology and managed services, supporting an attractive valuation despite a shift towards higher-value, more complex projects that have led to a decline in active buyers. Investors are advised to hold FVRR stock, as it currently carries a Zacks Rank #3 (Hold).
Dollar General Expands Same-Day Delivery Service
Dollar General announced the expansion of its same-day delivery service, myDG, reaching over 17,000 stores and aiming to serve rural communities nationwide. This expansion, coinciding with promotional offers, complements existing partnerships with DoorDash and Uber Eats, and is part of the company's broader digital ecosystem growth and ambitious store development plans for the fiscal year.
Uber (UBER) Stock; Falls Slightly as NYC Enforces 10% Tip Prompt
Uber's stock dipped slightly after New York City implemented a mandatory 10% tip prompt for food delivery apps, raising concerns among investors about its impact on revenue and operating costs. Uber, DoorDash, and Instacart are appealing the new regulation, which also increases the minimum wage for delivery workers. Investors are closely watching Uber's upcoming earnings report for insights into how these regulations will affect its financial performance and whether similar policies could spread to other cities.
