Howard Robin Sells 423 Shares of Nektar Therapeutics (NASDAQ:NKTR) Stock
Nektar Therapeutics CEO Howard Robin recently sold 423 shares of NKTR stock on February 18th for $73.00 per share, reducing his stake by 0.56%. Following this transaction, Robin now owns 75,489 shares valued at approximately $5.51 million. The stock is trading near its 12-month high of $74.89, with a market capitalization of $1.50 billion.
Royal Caribbean Cruises (NYSE:RCL) Director Sells $31,802,595.18 in Stock
Royal Caribbean Cruises (NYSE:RCL) Director Arne Alexander Wilhelmsen sold 101,902 shares of the company's stock on February 19th for over $31.8 million, following other sales earlier in the month totaling approximately $156.6 million. Despite these sales, Wilhelmsen retains a significant direct ownership of over 17.6 million shares valued at about $5.52 billion. The company recently increased its quarterly dividend and authorized a $2.0 billion share buyback program.
SQL Server Transformation Market Analysis Report - 2035
The SQL Server Transformation Market is projected to grow from USD 20.7 billion in 2025 to USD 54.2 billion by 2035, exhibiting a CAGR of 10.1%. This growth is driven by the need for modernization of legacy data infrastructures, the shift to hybrid and multi-cloud environments, and demand for real-time analytics and data integration. Large Enterprises and Data Integration Scripts are expected to be leading segments in terms of market share, with North America, Asia-Pacific, and Europe identified as key growth regions.
ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
The Rosen Law Firm has announced a class action lawsuit against Oracle Corporation (NYSE: ORCL) on behalf of investors who purchased common stock between June 12, 2025, and December 16, 2025. The lawsuit alleges that Oracle made false or misleading statements regarding its AI infrastructure strategy, significant capital expenditure increases, and the resulting risks to its debt, credit rating, and free cash flow. Investors are encouraged to join the lawsuit and may be entitled to compensation.
Live Oak Bancshares, Inc. (NASDAQ:LOB) to Issue Quarterly Dividend of $0.03
Live Oak Bancshares, Inc. (NASDAQ:LOB) has declared a quarterly dividend of $0.03 per share, payable on March 15th to shareholders of record on March 5th. This translates to an annualized dividend of $0.12 and a yield of approximately 0.3%. The company's dividend appears sustainable, with a payout ratio of 3.6% and expected future earnings projected to cover it.
Enterprise software at scale: risk, governance, stability
This article examines the increasing centrality of risk, governance, and stability in enterprise software decisions at scale. It argues that scaling software does not dilute risk but concentrates or redistributes it, focusing on how ERP implementation structures, vendor instability, and AI governance influence project outcomes. The piece highlights that the margin for error in enterprise decision-making is shrinking, making early structural choices disproportionately important.
SAP SE (SAP) to Raise Annual Dividend
SAP SE plans to increase its annual dividend for fiscal year 2025 by €0.15 per share, bringing the total to €2.50 per share, representing a 6.4% year-over-year increase. This move is aligned with the company's policy to distribute at least 40% of its non-IFRS profit after tax, with the payout ratio dropping to 40.7% from 52.0%. The company reported strong Q4 2025 results with an 18.46% revenue growth and significant cloud revenue growth.
Experts share practices to overcome AI data readiness
This article discusses the critical importance of data readiness for successful AI implementation. Experts emphasize that while organizations have vast amounts of data, many struggle with its quality, accessibility, and consistency, hindering AI initiatives. The piece outlines key steps for organizations to achieve AI data readiness, including establishing strong data governance, prioritizing metadata management, and continuous data quality monitoring.
Oracle drops a truckload of CX-centric generative AI agents
Oracle has released a new set of generative AI agents designed for customer experience (CX) users across marketing, sales, and service functions. These agents aim to automate and streamline various tasks, from campaign planning and sales outreach to quote generation and customer service interactions. The company leveraged insights from customer pain points and internal hackathons to develop these task-oriented tools, with experts highlighting the significant efficiency gains they offer, especially in content creation for marketers and complex processes like quote generation.
PayPal Is Back Near IPO-Era Prices—Value Setup or Value Trap?
PayPal's stock (PYPL) has fallen to near its IPO-era prices, trading just above $40, and its P/E ratio has collapsed to a historic low of 7.67. This presents a potential contrarian opportunity due to its durable profitability, deep market embedment, and extremely oversold technical indicators, despite concerns about slowing growth and competitive pressures. With a leadership transition underway, a strategic reset could shift sentiment and unlock significant upside, according to some analysts who maintain Buy ratings.
Oracle, Google among market cap stock movers on Friday
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various market factors and company-specific news. Key factors influencing these movements include analyst ratings, investment talks, and project developments.
Oracle, Google among market cap stock movers on Friday By Investing.com
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various news and analyst rating changes. Notable corporate developments such as HSBC downgrading Walmart, Morgan Stanley initiating GE Aerospace with an overweight rating, and Google's potential investment in Fluidstack are cited as factors influencing stock performance.
Old National Bancorp to Issue Quarterly Dividend of $0.15 (NASDAQ:ONB)
Old National Bancorp (NASDAQ:ONB) has declared a quarterly dividend of $0.145 per share, payable on May 16th to shareholders of record on May 5th. This dividend represents an annualized yield of 2.3% with a payout ratio of 21.4%, indicating strong coverage by earnings. The bank recently surpassed Q4 EPS estimates with $0.62, though revenue slightly missed analyst expectations.
First Capital, Inc. Announces Quarterly Dividend of $0.31 (NASDAQ:FCAP)
First Capital, Inc. (NASDAQ:FCAP) declared a quarterly dividend of $0.31 per share, payable on March 27th to shareholders of record on March 13th. This represents an annualized yield of 2.4%. The company has reported a net margin of 25.06% and a return on equity of 12.95%, with shares trading around $52.67.
CG Oncology stock hits all-time high at 57.92 USD
CG Oncology Inc.'s stock reached an all-time high of $57.92 USD, reflecting a 107.15% appreciation over the past year and a 121% return in six months, valuing the company at $4.55 billion USD. This surge is driven by investor confidence, an increased stock offering of $550 million, and an accelerated timeline for its Phase 3 PIVOT-006 clinical trial, with topline data now expected in the first half of 2026. Despite this, InvestingPro analysis suggests the stock may be overvalued relative to its Fair Value.
WEC Energy Stock Near All-Time Highs: Can Microsoft’s Wisconsin Expansion Push It Further in 2026?
WEC Energy Group (WEC) is nearing its 52-week high, largely driven by Microsoft's significant data center expansion in Wisconsin. This expansion has led WEC to increase its demand forecast and capital plan, positioning the utility as a high-growth infrastructure play. Analysts maintain a largely positive outlook, with expectations of continued EPS growth fueled by hyperscaler demand.
Amer Sports stock hits all-time high at 42.42 USD
Amer Sports Inc. stock reached an all-time high of $42.42, marking a 46.15% increase over the past year, reflecting strong investor confidence. Despite potentially being overvalued according to InvestingPro analysis, its market capitalization stands at $23 billion, driven by a 25% revenue growth. The company is set to release its Q4 and fiscal year 2025 financial results soon and has received positive ratings and price targets from Piper Sandler, Truist Securities, and Barclays.
Forum Energy Technologies (NYSE:FET) Shares Gap Up After Better-Than-Expected Earnings
Forum Energy Technologies (NYSE:FET) gapped up after reporting better-than-expected quarterly earnings, with EPS of $0.41 against a $0.36 consensus and revenue of $202.2 million exceeding estimates. Despite the positive earnings surprise and stock price increase, the company maintains weak profitability with a negative net margin and return on equity. Analyst ratings are mixed, with a consensus of "Moderate Buy," and institutional investors have recently adjusted their positions in the stock.
Ardelyx (NASDAQ:ARDX) Trading Down 10.4% on Disappointing Earnings
Ardelyx (NASDAQ: ARDX) shares fell 10.4% after reporting Q4 EPS of -$0.01, missing the consensus of $0.02, despite revenue beating estimates at $125.2 million. The decline highlights concerns about near-term profitability, even as analysts largely maintain a "Buy" rating with a consensus price target of $15.09, citing strong commercial momentum for IBSRELA. Insider selling by Laura A. Williams and varying institutional investor activities were also noted in the report.
Wolverine World Wide (NYSE:WWW) Receives Market Perform Rating from Telsey Advisory Group
Telsey Advisory Group has reissued a "market perform" rating for Wolverine World Wide (NYSE:WWW) and set an $18.00 price target, suggesting a minimal upside from its previous close. This rating is part of a mixed analyst consensus, with the stock currently holding an average "Hold" rating and an average price target of $21.38. Shares of Wolverine World Wide opened down 3% on Friday at $17.96, impacted by broader market factors and its current financial metrics.
Vanguard Group Inc. Increases Stake in lululemon athletica inc. $LULU
Vanguard Group Inc. significantly increased its stake in lululemon athletica inc. by 3.9% during the third quarter, now owning 13.78 million shares valued at approximately $2.45 billion. This increase makes Vanguard one of the largest institutional holders of LULU stock, as other firms also adjusted their positions. Meanwhile, an insider sold a portion of her shares, and the company reported strong earnings, beating analyst estimates and providing optimistic FY2025 guidance, leading to an average analyst "Hold" rating with a target price of $227.05.
Q2 EPS Estimate for Central Garden & Pet Boosted by Analyst
Zacks Research has increased its Q2 2026 earnings per share estimate for Central Garden & Pet (NASDAQ:CENTA) from $1.06 to $1.08, maintaining a "Hold" rating on the stock. This adjustment is part of several revised forecasts, including higher full-year 2026 and 2028 EPS estimates. The company recently surpassed its Q1 earnings consensus and is set to participate in investor conferences, which may improve market perceptions.
Needham & Company LLC Has Lowered Expectations for Ocular Therapeutix (NASDAQ:OCUL) Stock Price
Needham & Company LLC has reduced its price target for Ocular Therapeutix (NASDAQ:OCUL) from $20 to $18, while maintaining a "buy" rating, indicating a potential 156% upside. This adjustment follows the biopharmaceutical company reporting a quarterly loss of ($0.29) EPS, beating estimates, but revenue of $13.25 million, falling short of expectations and marking a 22.4% year-over-year decline. Despite the lowered target, the consensus among analysts remains a "Moderate Buy" with an average price target of $23.78, even as company insiders have sold shares totaling approximately $1.5 million in recent months.
Jupiter Asset Management Ltd. Makes New $49.86 Million Investment in The PNC Financial Services Group, Inc $PNC
Jupiter Asset Management Ltd. has initiated a new stake in The PNC Financial Services Group, Inc. (NYSE:PNC) by acquiring 248,145 shares valued at approximately $49.86 million. This investment comes as PNC reported strong Q3 earnings, surpassing analyst expectations with an EPS of $4.88 and revenue of $6.07 billion. The company also offers an attractive dividend yield of 3.0% and has a "Moderate Buy" consensus rating from Wall Street analysts.
Is Salesforce Stock Worth Owning Ahead of Q4 Earnings Release?
Salesforce (CRM) is set to release its Q4 fiscal 2026 earnings on Feb. 25, with analysts expecting strong revenue growth and increased non-GAAP earnings per share, largely driven by its focus on digital transformation, cloud solutions, and strategic AI integrations. Despite recent stock underperformance compared to peers, CRM is trading at a discount in terms of forward 12-month P/E, suggesting it might be a solid investment due to its market leadership and AI expansion initiatives. The company's cost restructuring and acquisitions are also expected to contribute positively to its profitability and revenue diversification.
JPMorgan Chase & Co. Sells 4,092,854 Shares of Fiserv, Inc. $FISV
JPMorgan Chase & Co. significantly reduced its stake in Fiserv, Inc. by 61.8% in the third quarter, selling over 4 million shares and retaining approximately 2.5 million shares valued at $326 million. Despite this large sale, other institutional investors have recently increased their holdings in Fiserv. The company's stock has faced mixed analyst sentiment, with some initiating "Buy" ratings and others maintaining "Hold," while also dealing with activist investor pressure and a noted slowdown in its small-business POS platform.
Q1 EPS Estimates for Yum! Brands Raised by Zacks Research
Zacks Research has increased its Q1 2026 earnings per share estimates for Yum! Brands (NYSE:YUM) to $1.37, up from $1.34. The report also provided full-year 2026 and subsequent year estimates for the restaurant operator. Several other firms have issued "buy" or "overweight" ratings for Yum! Brands, with a consensus "Moderate Buy" rating and an average price target of $174.00.
Hingham Institution for Savings (NASDAQ:HIFS) Stock Passes Above 200-Day Moving Average - Here's What Happened
Shares of Hingham Institution for Savings (NASDAQ:HIFS) have surpassed their 200-day moving average, trading as high as $316.72 with a 200-day moving average of $285.48. The company reported $4.54 earnings per share last quarter and recently announced a $0.70 special dividend. Institutional investors have notably increased their positions in the company, with 49.33% of the stock owned by hedge funds and other institutional investors.
Is Salesforce Stock Worth Owning Ahead of Q4 Earnings Release?
Salesforce (CRM) is set to release its Q4 fiscal 2026 results on February 25, with expectations for revenue between $11.13 billion and $11.23 billion and non-GAAP EPS in the $3.02-$3.04 range. The company is anticipated to report strong results due to its focus on digital transformation, cloud solutions, and generative AI integration, despite its stock underperforming the broader software industry over the past year. Salesforce holds a strong market position in CRM, actively expanding its AI-driven offerings, and is considered a solid investment due to its growth potential and current valuation.
American Tower Corporation $AMT Shares Sold by GSA Capital Partners LLP
GSA Capital Partners LLP significantly reduced its holdings in American Tower Corporation (NYSE:AMT) by 52.4% during the third quarter, while major shareholder Tower Corp /Ma/ also sold a substantial block of shares, decreasing their stake by over 91%. The article notes American Tower's high dividend payout ratio of 108.63%, which could impact the sustainability of its 3.7% yield. Analyst ratings for AMT are mixed, with a consensus of "Moderate Buy" and a target price of $218.79.
Synchrony Financial $SYF Shares Bought by NEOS Investment Management LLC
NEOS Investment Management LLC recently increased its stake in Synchrony Financial (NYSE:SYF) by 42% in Q3, now owning 53,599 shares worth approximately $3.81 million. Synchrony Financial exceeded Q3 EPS expectations, reporting $2.18 against an estimated $2.02, and provided strong FY2026 EPS guidance of $9.10–$9.50. Despite some insider selling, analysts maintain a "Moderate Buy" rating with an average target price of $87.11, and the company offers a quarterly dividend of $0.30, yielding 1.7%.
Is Salesforce Stock Worth Owning Ahead of Q4 Earnings Release?
Salesforce (CRM) is set to release its Q4 fiscal 2026 earnings on February 25, with revenue expectations between $11.13 billion and $11.23 billion and anticipated non-GAAP earnings per share of $3.02-$3.04. The company is expected to report strong results driven by its focus on digital transformation, cloud solutions, and generative AI, despite its stock underperforming peers in the last year. Salesforce's leadership in CRM, aggressive AI expansion, and a discounted valuation make it a potentially attractive investment.
Illinois Municipal Retirement Fund Cuts Stake in MGM Resorts International $MGM
The Illinois Municipal Retirement Fund significantly reduced its stake in MGM Resorts International by 64.3% in Q3, selling 41,838 shares and retaining 23,231 shares valued at $805,000. Despite this, institutional investors collectively own about 68.11% of MGM, with IAC Inc. notably increasing its holding by 1.70%. MGM reported strong quarterly earnings, beating expectations with $1.60 EPS and $4.61 billion in revenue, and currently holds a consensus "Hold" rating with an average target price of $41.94.
Principal Financial Group Inc. Invests $608,000 in National Energy Services Reunited $NESR
Principal Financial Group Inc. has initiated a new position in National Energy Services Reunited (NESR), purchasing 59,257 shares valued at $608,000. This investment contributes to institutional ownership of approximately 15.55% of the company. NESR holds a "Moderate Buy" consensus rating from analysts with an average price target of $26.00, and recently surpassed earnings expectations with $0.32 EPS against a $0.25 forecast, and revenue of $398.3 million.
Compass Wealth Management LLC Buys New Stake in Tractor Supply Company $TSCO
Compass Wealth Management LLC has acquired a new stake in Tractor Supply Company, purchasing 25,351 shares valued at approximately $1.44 million. This investment comes as several other hedge funds have also adjusted their positions in TSCO. The article also details recent insider trading activity, dividend increases, and analyst ratings for the company, highlighting a "Moderate Buy" consensus.
The TJX Companies, Inc. $TJX Stake Cut by Fiera Capital Corp
Fiera Capital Corp reduced its stake in The TJX Companies, Inc. (NYSE:TJX) by 6.9% in the third quarter, selling 389,853 shares. Despite this reduction, TJX remains Fiera Capital Corp's 8th largest holding, accounting for approximately 2.5% of its portfolio. Various other institutional investors have either increased or decreased their positions in TJX, and Wall Street analysts generally maintain a "Buy" consensus rating with an average target price of $163.86 for the stock.
Mettler-Toledo International, Inc. $MTD Shares Sold by Fiera Capital Corp
Fiera Capital Corp recently reduced its holdings in Mettler-Toledo International (NYSE:MTD) by 2.6%, selling 8,951 shares, though it remains a significant holding in their portfolio. Mettler-Toledo reported strong quarterly earnings, surpassing analyst estimates, and provided positive Q1 and full-year 2026 guidance. Despite this, insider selling has been observed with executives selling a notable number of shares in recent months.
CenterBook Partners LP Lowers Stock Position in Evolv Technologies Holdings, Inc. $EVLV
CenterBook Partners LP significantly reduced its stake in Evolv Technologies Holdings, Inc. (NASDAQ:EVLV) by 86.4% in the third quarter, selling over 1.9 million shares. Despite this, other institutional investors have modified their holdings, with the stock currently having a "Moderate Buy" rating from analysts and an average target price of $9.13. An insider also recently sold a substantial number of shares, decreasing their ownership.
Bundled Pay Management Software Analysis Report 2026-2035: A $7.25+ Billion Market by 2030 with UnitedHealth, McKesson, Oracle, Tata Consultancy Services Leading
The bundled pay management software market is projected to grow significantly from $3.08 billion in 2025 to $7.29 billion by 2030, driven by the complexities of payroll regulations, HR digital tool adoption, and the need for integrated systems. Key factors include AI-enabled automation, cloud-based solutions, real-time compliance, and advanced analytics. North America currently leads the market, with Asia-Pacific anticipated as the fastest-growing region.
Rimini Street, Inc. (NASDAQ:RMNI) Q4 2025 Earnings Call Transcript
Rimini Street, Inc. (NASDAQ:RMNI) held its Q4 2025 earnings call, discussing solid execution despite the Oracle PeopleSoft support wind-down. The company highlighted accelerating sales growth, strong ARR subscription renewals, and the launch of its next-generation Agentic AI ERP solutions. Management expressed confidence in achieving growth in 2026 by leveraging AI innovation to modernize ERP infrastructure without costly upgrades, while also seeing improved sales momentum post-litigation settlement.
Sunstone Hotel Investors (SHO) Expected to Announce Quarterly Earnings on Friday
Sunstone Hotel Investors (SHO) is scheduled to announce its Q4 2025 earnings before market open on Friday, February 27th, with analysts projecting $0.18 EPS and $226.18 million in revenue. Institutional investors hold 99.37% of the shares, with notable firms increasing their stakes. The stock currently has a "Hold" consensus rating and an average price target of $9.38.
Rimini Street Posts Q4 Revenue Decline, Swings to Full-Year Profit; Guides 2026 Revenue Growth of 4-6%
Rimini Street, Inc. reported a decline in Q4 2025 revenue by 3.9% year-over-year, alongside a full-year 2025 revenue decrease of 1.7%, though the company swung to a net profit of $37.1 million from a prior year loss. Despite the revenue dip attributed to the wind-down of Oracle PeopleSoft support services, RMNI achieved a record $652.9 million in remaining performance obligations and guided for 4-6% revenue growth in 2026. Shares declined following the announcement, reflecting market reaction to the revenue figures and an EPS miss.
Arcellx (ACLX) Expected to Announce Earnings on Thursday
Arcellx (ACLX) is anticipated to release its Q4 2025 earnings before market open on Thursday, February 26th, with analysts forecasting a loss of ($1.01) per share. The company's stock has a market cap of $3.99 billion and a negative P/E ratio, while insiders have recently sold shares. Despite some downgrades, the consensus analyst rating remains "Moderate Buy" with an average price target of $109.20.
Oracle Recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software
Oracle has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software for its Fusion Cloud Enterprise Performance Management (EPM) solution. The company was acknowledged for its Ability to Execute and Completeness of Vision, highlighting its embedded AI capabilities that enhance financial planning workflows. Oracle Cloud EPM aims to transform budgeting, planning, and forecasting through automation, predictive insights, and integrated financial and operational planning.
Licensing Deals Propel InterDigital, Inc. (IDCC) to Record Revenues
InterDigital, Inc. (IDCC) achieved near-record total revenues and record smartphone licensing revenues, reaching $834 million and $678.9 million respectively, driven by successful licensing deals including with Samsung, Vivo, and Honor. The company also reported record net income and adjusted EBITDA. InterDigital, a global R&D firm, focuses on patenting and licensing foundational wireless communication and video processing technologies, recently filing patent infringement lawsuits against Hisense and TCL.
Ardelyx (NASDAQ:ARDX) Releases Earnings Results
Ardelyx (NASDAQ:ARDX) reported its quarterly earnings, missing EPS estimates at ($0.01) against a $0.02 consensus, yet exceeding revenue expectations with $125.22 million. The stock saw a slight increase of 0.3% to $6.74, driven by trading volume above its average. Despite insider sales, institutional investors increased their stakes, and Wall Street analysts currently hold a "Buy" consensus rating with an average target price of $14.36.
Rimini Street, Inc. SEC 10-K Report
Rimini Street, Inc. has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The company achieved profitability in 2025 with $37.1 million in net income, driven by a litigation settlement, despite a 1.7% revenue decrease to $421.5 million. Rimini Street is focusing on expanding its solutions portfolio, including Agentic AI ERP innovation, and navigating challenges like intense competition and ongoing litigation with Oracle.
Rimini Street (NASDAQ: RMNI) returns to profit and sets 2026 growth targets
Rimini Street (NASDAQ: RMNI) reported its 2025 financial results, showing a return to profitability with a net income of $37.1 million, despite a slight 1.7% decrease in revenue to $421.5 million. The company's remaining performance obligations hit a record $652.9 million, and cash and cash equivalents increased to $120.0 million. Rimini Street also provided Q1 2026 revenue guidance and reiterated full-year 2026 targets for revenue growth of 4% to 6% and Adjusted EBITDA margins of 12.5% to 15.5%, highlighting new Agentic AI ERP solutions.
Canadian Imperial Bank of Commerce (TSE:CM) Upgraded by Barclays to Overweight Rating
Barclays has upgraded Canadian Imperial Bank of Commerce (TSE:CM) from an "underweight" to an "overweight" rating, increasing its price target to C$137.00. This upgrade, along with other positive analyst revisions, suggests a "Moderate Buy" consensus rating for CM with an average price target of C$135.40. The stock recently traded near its 52-week high, reflecting positive market sentiment following these analyst reports and strong financial metrics.
ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle
The ClearBridge Appreciation ESG Strategy initiated a new position in Arista Networks during the fourth quarter while divesting its stake in Oracle. The strategy also increased its holdings in companies like Salesforce and Microsoft, reflecting a focus on software-as-a-service growth and AI beneficiaries, respectively. Conversely, positions in Fiserv and Thermo Fisher Scientific were reduced.
