Herbalife Stock Surges 18% After Earnings Beat. Here’s What Changed
Herbalife (HLF) stock surged 18.32% after reporting fourth-quarter results that surpassed expectations, with adjusted EPS of $0.45 and net sales up 6.3% to $1.3 billion. The positive investor sentiment was further fueled by Cristiano Ronaldo's $7.5 million strategic investment and 10% equity stake in Herbalife’s Pro2col™ technology, aligning with the company's expansion into personalized nutrition. Despite analyst price targets averaging $14.25 below the current share price and a leveraged balance sheet, investors are focusing on near-term earnings stability and strong operating profitability, with analysts forecasting a 19.5% forward EPS CAGR.
Incyte Stock Fell 7% Last Week. Here’s What the Rest of 2026 Could Look Like
Incyte (INCY) shares dropped 7% last week, following a Q4 2025 earnings report that saw revenue beat estimates but adjusted EPS and 2026 product revenue guidance fall short. This guidance shortfall, particularly for Opzelura, raises concerns about the company's ability to offset Jakafi's upcoming patent expiration in 2028 with new pipeline assets. Despite a strong pipeline and positive analyst sentiment for long-term growth, the market is now pricing in execution risk for Incyte’s transition away from Jakafi, with its current valuation appearing fair to slightly stretched.
Earnings recap: DoorDash, Walmart, Analog Devices, Rio Tinto, Carvana…
This article provides an earnings recap for several major companies including DoorDash, Walmart, Analog Devices, Rio Tinto, and Carvana. It details their financial performance for recent quarters, highlighting revenues, earnings per share, and stock reactions. Key updates include DoorDash missing analyst expectations, Walmart issuing a cautious outlook, and Analog Devices exceeding forecasts.
BLOOMBERG: NLPC Pushes Amex, Deere, to Eliminate DEI for Corporate Boards
The National Legal and Policy Center (NLPC) successfully prompted American Express and Deere & Company to remove Diversity, Equity, and Inclusion (DEI) criteria for director nominees after filing shareholder proposals. Bloomberg reported on these developments, noting similar actions or discussions with Johnson & Johnson, Goldman Sachs, and Colgate-Palmolive as the NLPC advocates for eliminating DEI factors in corporate board selection. According to NLPC's Paul Chesser, the "DEI wave has gone in the opposite direction" for these companies.
Regeneron Stock: Here’s Why Four Expected FDA Approvals Could Push its 36% Rally Even Higher
Regeneron Pharmaceuticals (REGN) is showing strong performance, nearing its 52-week high, driven by an anticipated four FDA approvals in 2026 and a robust pipeline. The company's recent BLA acceptance for garetosmab for FOP, with striking Phase 3 data, highlights its transition from a two-product company to a diversified late-stage platform. Analysts project continued revenue and EPS growth, with TIKR's valuation model suggesting significant upside, contingent on key pipeline readouts and approvals.
IWX, DIS, HON, DE: ETF Outflow Alert
The iShares Russell Top 200 Value ETF (IWX) experienced a significant outflow of approximately $121.3 million, marking a 3.2% decrease in shares outstanding week-over-week. This alert highlights the performance of underlying components like Walt Disney Co. (DIS), Honeywell International Inc (HON), and Deere & Co. (DE) amidst this outflow. The article also provides a one-year price performance chart for IWX relative to its 200-day moving average.
Texas Pacific Land Stock Rallies 10% on Record Royalties: Here’s Where the Stock Could Go in 2026
Texas Pacific Land (TPL) stock surged 10.40% to $486.56 after reporting record-breaking financial results, driven by strong oil and gas royalty production and new ventures into AI data centers and water resources. Despite its unique business model and strong financials, TIKR's valuation model suggests the stock is currently overvalued with a projected 4.6% downside from its target price of $463.98, advising caution for investors. The company's expansion into technology infrastructure and its "fortress balance sheet" were highlighted by CEO Ty Glover, but the model indicates these growth prospects are already priced in.
Deere Stock Surges on Upbeat Earnings & Guidance: Agri ETFs to Play
Deere & Company reported stronger-than-expected first-quarter fiscal 2026 earnings of $2.42 per share, beating estimates despite a 24% year-over-year decline in the bottom line. The company's revenues also surpassed expectations, driven by increased shipment volumes. Following the positive earnings report and an increased fiscal 2026 net income guidance, Deere's stock surged, benefiting several agriculture-focused ETFs.
Edwards Lifesciences Stock at $78: Here’s the Analysts’ Bull Case Scenario
Edwards Lifesciences (EW) shares recently rose 4% to $78.92 after a stronger-than-expected Q4 earnings report, with revenue of $1.57 billion driven by strong TAVR and TMTT sales. The company's future looks promising with raised EPS guidance, new product launches, and a shifting market perception from a single-product company to a multi-therapy structural heart platform. Analysts have a mean price target of $96.50, implying a 22% upside, and a DCF model suggests a 70.4% total return by 2030, indicating the stock is potentially undervalued.
Analysts Offer Insights on Industrial Goods Companies: Deere (DE) and Pitney Bowes (PBI)
Analysts from Truist Financial have provided insights on two Industrial Goods companies: Deere (DE) and Pitney Bowes (PBI). Jamie Cook maintained a Buy rating on Deere, while Jasper Bibb maintained a Hold rating on Pitney Bowes. The article details analyst ratings, price targets, and success rates for both companies.
Emerson Electric Rose 15% in the Last 6 Months. Here’s Where the Stock Could Go in 2026
Emerson Electric Co. stock has risen 15% in the last six months, trading near $151 per share, driven by strong order trends and improved visibility for 2026 earnings, particularly in automation and software. The company's valuation model suggests a target price of $179, implying an 18.5% upside, largely supported by sustained order growth, expanding Annual Contract Value (ACV), and strength in LNG and power modernization despite weaknesses in China and Europe. The article concludes that Emerson Electric appears modestly undervalued, with its performance in 2026 expected to be driven by automation demand, recurring software revenue, and disciplined execution.
Agricultural ETF (VEGI) Touches New 52-Week High
The iShares MSCI Agriculture Producers ETF (VEGI) recently reached a new 52-week high, up 42.7% from its low. This surge is largely attributed to strong earnings and guidance from Deere & Company, a key holding. The ETF, which tracks agricultural producers in both developed and emerging markets, is expected to continue its positive performance.
Analog Devices to Participate in the Morgan Stanley Technology, Media, and Telecom Conference
Analog Devices, Inc. announced that CFO Richard Puccio will present at the Morgan Stanley Technology, Media, and Telecom Conference in San Francisco on March 3, 2026. The presentation will cover business topics and trends, with a live webcast and 30-day archive available on the company's investor relations website.
Dow Dips Over 250 Points Amid US-Iran Tensions: Investor Sentiment Declines, Greed Index Remains In 'Fear' Zone
The Dow Jones Industrial Average dropped over 250 points due to rising US-Iran tensions and a declining CNN Money Fear and Greed Index, which remains in the "Fear" zone at 38.5. U.S. stocks settled lower across most sectors, with significant losses in consumer discretionary, financial, and information technology stocks, despite some positive economic data points like declining jobless claims. Investors are also digesting recent corporate earnings, with Deere & Co. seeing a significant jump while Booking Holdings Inc. fell post-earnings.
Deere Expands with New US-Based Facilities, Impacting Market Sentiment
Deere & Company's stock surged by 9.73% following the announcement of two new U.S.-based facilities in Indiana and North Carolina, signaling strategic expansion and streamlined operations. The company is actively integrating AI and robotics through a Startup Collaborator Program and has appointed Ryan Campbell as interim CFO, indicating a shift in financial strategy. These strategic moves, along with strong financial indicators, suggest a promising long-term outlook for Deere, despite short-term market fluctuations.
Deere Has $600 Million Riding on Supreme Court’s Tariff Ruling
Deere & Company stands to lose about $600 million in tariff expenses, nearly half of its expected $1.2 billion for the year, pending a Supreme Court ruling on the legality of tariffs imposed under the International Emergency Economic Powers Act. The court's decision, expected soon, will determine if former President Trump had the unilateral authority to deploy these tariffs. Even if the tariffs are overturned, Deere is uncertain about the immediate relief it might receive, as the current administration could implement new tariffs.
Lam Research, Goldman Sachs among market cap stock movers on Thursday
Thursday's market saw significant movement among various stocks, with mega-caps like Lam Research and Goldman Sachs experiencing declines. In contrast, several large-cap and mid-cap companies, including UL Solutions, Omnicom Group, and Remitly Global, saw their shares rally due to positive earnings or corporate news. The article highlights key stock movers across different market capitalization tiers, identifying both gainers and losers.
Reddit Is Betting $80K on DHT as Tanker Rates Hit Record Highs
DHT Holdings (DHT) is experiencing significant stock growth due to high tanker rates and strong Reddit interest, with one user betting $80,000 on monthly call options. The company, which distributes 100% of its net income as quarterly dividends, saw record Q4 revenue and high VLCC spot rates. The sustainability of its attractive dividend yield, however, hinges on maintaining day rates above its breakeven point.
Deere & Company Q1 FY26 Earnings Call Transcript
Deere & Company (NYSE: DE) reported strong first-quarter FY26 financial results, with net sales and revenues up 13% and equipment operations net sales up 18%. The company highlighted improved order books, particularly in small ag and turf and construction forestry, and increased its industry outlooks for construction and compact construction equipment in North America. Despite challenges in global large ag fundamentals and the South American market, Deere anticipates mid-single-digit net sales growth for its equipment operations in fiscal year 2026, marking the bottom of the current cycle.
Deere soars to all-time high after beat-and-raise Q1 report, sees 2026 as ag cycle bottom (DE:NYSE)
Deere & Company (DE) stock surged to an all-time high after exceeding Q1 earnings and revenue expectations, driven by strong performance in its construction business. The company provided a bullish outlook, signaling 2026 as a potential bottom for the agricultural cycle, supported by cost efficiencies and demand recovery.
John Deere CEO Calls 2026 The Bottom Of The Farm Slump - Deere (NYSE:DE)
John Deere's CEO, John May, believes 2026 will mark the bottom of the current farming slump and provide a strong foundation for future growth. The company reported better-than-expected Q1 2026 results, with EPS of $2.42 and global net sales up 13% to $9.611 billion, surpassing analyst estimates. Despite challenges in large agriculture, growth in construction and small agriculture segments, coupled with continued R&D investment, underpins a raised net income guidance for fiscal 2026 to $4.5 billion to $5.0 billion.
Live: Newmont Corporation Reports After the Bell
Newmont Corporation reported strong Q4 fiscal year 2025 earnings, beating Wall Street expectations with $6.82 billion in revenue and $2.52 EPS. Despite the positive results, shares initially saw muted gains due to mixed 2026 guidance forecasting a production decline and increased all-in sustaining costs. The company remains committed to $1.1 billion in annual dividends and has $2.4 billion in buyback authorization remaining.
Oracle, Deere among market cap stock movers on Thursday By Investing.com
This article highlights significant stock movers across various market capitalization tiers on Thursday, February 19, 2026. Oracle and Deere & Co are among the companies experiencing notable movements, with detailed breakdowns of mega-cap, large-cap, mid-cap, and small-cap stocks, including reasons for their performance such as earnings reports, upgrades, and leadership changes. The article notes that these insights are generated with AI support and reviewed by an editor.
Deere Doubles Down On AI Farming And US Manufacturing Shift
Deere & Company is significantly increasing its investment in AI-powered agricultural technology, including autonomous tractors and precision farming platforms, and expanding its manufacturing capabilities in the US. The company recently acquired Tenna to bolster its digital tools for equipment management and is shifting excavator production onshore. These strategic moves aim to diversify revenue streams towards software and services, enhance supply chain resilience, and strengthen customer relationships, evidenced by its Q1 2026 revenue of US$9.61 billion despite a slight dip in EPS.
KeyBanc lowers Global-E Online stock price target on valuation
KeyBanc has lowered its price target for Global-E Online Ltd (NASDAQ:GLBE) shares to $40 from $45, while maintaining an Overweight rating, despite strong fourth-quarter results and optimistic fiscal 2026 guidance. This adjustment reflects current market conditions, even as the company shows impressive revenue growth and other analysts like BofA Securities, Needham, and Citizens reiterate bullish ratings with higher price targets. The firm cited continued momentum in Global-E's services and updated 2026 estimates based on better-than-expected sales trends.
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.
How to watch Caterpillar's CEO speak at CONEXPO in Vegas
Caterpillar (NYSE: CAT) announced that CEO Joe Creed and Construction Industries Group President Rod Shurman will participate in a fireside chat at CONEXPO in Las Vegas on Thursday, March 5, 2026, at 8:00 a.m. PST at Caesar's Palace. A real-time video webcast and a secondary webcast will be available, with a transcript, audio, and video posted afterward on the company's investor relations website. The article also provides phone call-in details and media/investor contacts for those interested in participating or seeking more information.
John Deere bringing back 27 workers to Dubuque facility
John Deere announced that 27 more employees will return to its Dubuque facility, bringing the total number of returning workers in Iowa this year to around 275 due to increasing demand for farm equipment. Earlier this month, the company also recalled 146 workers in Waterloo and previously recalled 75 in Davenport and 24 in Dubuque. All returning workers are expected to resume their positions in March.
Walmart, Carvana and Wayfair fall premarket; Deere & Company gains
U.S. stock futures experienced a dip on Thursday as investors processed hawkish minutes from the Federal Reserve's latest meeting and a fresh round of corporate earnings reports. Walmart, Carvana, and Wayfair saw their stock prices fall premarket, while Deere & Company and several other companies including Etsy, DoorDash, Hims Hers Health, Figma, and Occidental Petroleum reported gains or positive forecasts.
Deere (NYSE:DE) Delivers Strong Q4 CY2025 Numbers
Deere (NYSE:DE) reported strong Q4 CY2025 results, exceeding Wall Street's revenue and EPS expectations with sales up 13% year-on-year to $9.61 billion and GAAP profit of $2.42 per share. Despite a positive quarter, the company has faced a cyclical downturn in the Agricultural Machinery industry, with revenue declining over the past two years, though analysts project modest growth for the next 12 months. Operating margin decreased, highlighting potential concerns about expense management.
Deere lifts full-year profit forecast on construction, sales recovery; shares up
Deere & Co raised its annual profit forecast for 2026, driven by a recovery in its construction and small agriculture businesses and effective cost-cutting measures. This positive outlook comes despite continued challenges in the large agriculture sector due to weak crop prices and high input costs, which had previously led the company to scale back factory production. CEO John May stated that these developments suggest 2026 will mark the bottom of the current cycle.
Tractor Maker Deere Sees Upturn in Farm Economy
Deere & Co. boosted its annual profit outlook and saw its shares jump, anticipating an upturn in the agriculture economy, particularly in the construction and small agriculture segments. Despite ongoing challenges in global large agriculture, CEO John May believes 2026 marks the bottom of the current cycle, providing a foundation for accelerated growth. The increased optimism is partly driven by rising Chicago soybean prices due to U.S. exports to China and expected clarity on U.S. biofuels policy.
Deere Boosts Outlook, Sees Construction, Small Agriculture Demand Recovering
Deere & Company raised its full-year net income guidance to $4.5 billion to $5 billion, despite reporting a lower first-quarter profit. The company cited recovering demand in the construction and small agriculture markets as the reason for its improved outlook. First-quarter net income was $656 million ($2.42 per share), down from $869 million ($3.19 per share) the previous year, but still beat analyst expectations.
Deere lifts full-year profit forecast on construction, sales recovery; shares up
Deere & Co. raised its full-year profit forecast, citing a recovery in its construction and small agriculture businesses and effective cost-cutting measures, which sent its shares up pre-market. Despite weak demand for large farm machinery due to lower crop prices, the company anticipates net income between $4.5 billion and $5 billion for 2026. CEO John May noted that these positive developments indicate that 2026 represents the bottom of the current cycle.
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.
Hyperscale Data’s askROI app exceeds 1.3 million downloads
Hyperscale Data's subsidiary, askROI, has surpassed 1.3 million app downloads. The app offers various generative AI systems within a single interface, supporting multi-model comparison, context-aware reasoning, and collaborative AI workspaces. Despite the app's growth, Hyperscale Data's stock has declined significantly over the past year.
Deere Reports First Quarter Net Income of $656 Million
Deere & Company reported a net income of $656 million for the first quarter of 2026, a decrease from $869 million in the same period of 2025. Despite challenges in large agriculture, the company saw increased demand in construction and small agriculture segments, leading to a 13% increase in worldwide net sales and revenues. Deere updated its fiscal 2026 net income guidance to a range of $4.5 billion to $5.0 billion, citing strengthening order books and the positive impact of product innovation.
Citizens reiterates Market Outperform on Addus HomeCare stock at $150
Citizens has reiterated a "Market Outperform" rating on Addus HomeCare (NASDAQ: ADUS) with a maintained price target of $150, suggesting a 32% upside. The firm anticipates strong execution from Addus HomeCare into 2026, driven by recent rate increases in key personal care states. According to InvestingPro data, the stock appears undervalued and the company is well-positioned for accretive acquisitions due to its moderate debt level and projected $140 million in free cash flow for 2026.
Deere Reports First Quarter Net Income of $656 Million
Deere & Company reported a net income of $656 million for the first quarter ended February 1, 2026, a decrease from $869 million in the prior year. Despite challenges in the large agriculture industry, the company notes recovery in construction and small agriculture segments, reinforcing a belief that 2026 marks the bottom of the current cycle. Deere projects fiscal 2026 net income to be between $4.5 billion and $5.0 billion, driven by ongoing investments in research and development and a diverse product portfolio.
Deere: Fiscal Q1 Earnings Snapshot
Deere & Co. reported fiscal first-quarter profit of $656 million, or $2.42 per share, surpassing Wall Street expectations of $1.92 per share. The agricultural equipment manufacturer also exceeded revenue forecasts, posting $9.61 billion in the period, with adjusted revenue of $8 billion against an expected $7.6 billion.
Deere Q1 Preview: Trump Warned Company To 'Reduce Prices,' Will Earnings Be Impacted?
Deere & Company is expected to report first-quarter revenue of $7.54 billion and earnings per share of $2.03, both down from the previous year. Investors will be watching how political factors, specifically President Trump's past call for Deere to reduce prices and the impact of tariffs, will affect the company's results and future guidance. The company has new manufacturing and distribution facilities in the U.S. which could improve relations with the White House, potentially mitigating some tariff impacts.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. is strategically pivoting into AI and autonomous machinery to improve efficiency and reduce costs in the agricultural sector, where it expects 2026 to be the bottom of the current cycle. Despite some volatility and a higher-than-average P/E ratio, the company's embrace of high-margin technology and its ability to retrofit older equipment positions it for significant growth as the farming industry recovers. Investors willing to navigate current market uncertainties might find Deere a strong long-term winner due to its technological prowess.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. is strategically pivoting into AI and autonomous machinery for farming, aiming to increase productivity and reduce costs for farmers. Despite recent struggles in the U.S. agricultural sector and decreased net sales in fiscal year 2025, analysts anticipate 2026 to be the bottom of the farm cycle. While the stock's valuation is currently high, its technological advancements and consistent dividend growth suggest potential for long-term investors willing to navigate industry uncertainties.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. is strategically pivoting into AI and autonomous machinery to address rising costs in the agricultural sector, notably with its autonomous tractor technology that boosts productivity and reduces expenses. Despite a challenging period for U.S. agriculture, analysts predict 2026 to be the low point in the farming cycle, positioning Deere for potential upward movement. The company's ability to retrofit older equipment with new technology provides a significant competitive advantage, suggesting it could be a strong investment for those willing to weather current uncertainties in the farming recovery.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. (DE) is making a strategic pivot into AI and autonomous machinery to address rising costs for farmers, despite facing macroeconomic challenges in the U.S. agricultural sector. While the company's net sales decreased in fiscal year 2025, analysts anticipate 2026 to be the trough, making it a potentially opportune investment due to its technological advancements and consistent dividend growth. Investors willing to tolerate farming recovery uncertainties could find Deere a strong performer in the coming years.
Deere Earnings Are Coming. Investors Are Looking for a Bottom in Farming.
Deere is set to report its fiscal first-quarter earnings on Thursday morning. The stock has seen a significant rise, up 30% since its last earnings report in November. Investors are keenly watching for insights into the health of the U.S. farming economy.
John Deere Selects 2026 Startup Innovators
Deere & Company has announced the five startups selected for its 2026 Startup Collaborator Program, an initiative designed to foster partnerships with emerging tech firms to advance precision agriculture solutions. These startups, including AIRS ML, IoTag, resonAg, TorqueAGI, and Aerobotics, offer diverse technologies ranging from AI-driven sensing and real-time monitoring to robotics and digital crop intelligence. The program aims to accelerate the development of practical innovations that enhance equipment performance, efficiency, and sustainability for customers in agriculture, construction, and roadbuilding.
Is Deere Stock (DE) a Buy Ahead of Q1 Earnings?
Deere (DE) is set to report its Q1 earnings this week, with its stock up 29% this year due to its focus on AI and automation. Wall Street expects a 39.8% year-on-year fall in earnings per share to $1.92, despite a projected 11.7% increase in revenues to $7.6 billion. Analysts anticipate headwinds from weak farmer spending, low commodity prices, and high production expenses, leading to a "Moderate Buy" consensus with a potential 14.41% downside from the current consensus price target.
Zacks Industry Outlook Highlights Kubota, AGCO, Alamo, Lindsay, Deere and CNH
The Zacks Manufacturing - Farm Equipment industry faces near-term challenges due to projected lower farm income in 2026. However, long-term prospects are positive, driven by rising global food demand and advancements in agricultural technology and automation. Companies like Kubota, AGCO, Alamo, and Lindsay are well-positioned to capitalize on these trends through product innovation and strategic investments, despite the industry's current low ranking.
Public Sector Pension Investment Board Has $6.86 Million Position in Artivion, Inc. $AORT
Public Sector Pension Investment Board increased its stake in Artivion, Inc. (NYSE:AORT) by 23.7% in the third quarter, now owning 161,970 shares valued at approximately $6.86 million, representing 0.34% of the company. Other institutional investors also adjusted their positions, with overall institutional ownership at 86.37%. Artivion recently reported an EPS of $0.17, beating estimates, and revenue growth of 19.2% year-over-year to $118.3 million, while analysts maintain a "Moderate Buy" rating with a consensus target price of $48.97.
