Market Signal Briefing

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AppLovin (NASDAQ:APP) shares have declined sharply in 2026, falling 42% year-to-date. This drop has been driven primarily by investor concerns that advancements in artificial intelligence (AI) could disrupt the advertising technology sector, particularly in mobile gaming ads. Fears center on competitors like Meta Platforms (NASDAQ:META | META Price Prediction) potentially using AI to optimize their own ad systems more effectively, which could squeeze AppLovin’s profit margins. 

Adding to the pressure, a January report from the short-seller CapitalWatch alleged that major shareholder Hao Tang had ties to money laundering operations. These negative headlines overshadowed the company’s otherwise strong financial performance and contributed to significant selling pressure.

However, AppLovin delivered impressive results in the fourth quarter of 2025. Revenue increased 66% year-over-year to $1.66 billion, while adjusted EBITDA rose 82% to $1.4 billion, achieving an impressive 84% margin. In early February, CapitalWatch retracted key claims from its report, admitted inaccuracies, and issued a formal apology. This development triggered a relief rally, and AppLovin’s stock rose about 6% on Friday, closing above $390 per share.

Is AppLovin More Than a Gaming Ad Network? The core debate among investors and analysts is whether AppLovin is simply a mobile gaming ad network vulnerable to margin compression or a more resilient, broader discovery infrastructure platform. If viewed narrowly as a gaming-focused player, the company could face challenges as larger competitors capture more value in an AI-driven advertising landscape, potentially eroding AppLovin’s currently high margins.

A major source of its resilience, though, comes from AppLovin’s mediation model through its MAX platform. MAX functions as an in-app bidding system that enables real-time auctions for ad impressions. When AppLovin’s own demand wins the auction, the company takes a 20% to 30% share of the ad revenue. Importantly, even when external networks like Unity Software (NYSE:U) or Meta win the bid, AppLovin still collects a fee — typically around 5% of the ad value — from those competitors. 

This structure acts as a “tax” on rival bidders, allowing AppLovin to benefit from increased competition rather than suffer from it. By boosting bid density and overall auction revenue for app publishers, this model helps expand the total market opportunity.

Expanding Beyond Gaming to E-Commerce and Web To support a stronger recovery in 2026 and beyond, AppLovin is working to accelerate growth beyond mobile gaming into areas such as e-commerce and web advertising. Management has emphasized e-commerce as a key driver in recent quarters, and seasonal factors combined with these initiatives contributed to the robust Q4 revenue growth. However, scaling presents challenges and requires addressing gaps, such as running tens of thousands of creatives in gaming versus just hundreds in e-commerce.

AI-powered tools are helping bridge this gap by streamlining creative production. Expanding further into web advertising could diversify revenue streams, reduce dependence on mobile gaming, and provide a buffer against AI-related risks in that core segment.

Yet one persistent issue fueling AppLovin’s stock volatility has been the lack of detailed guidance on segment performance and future growth drivers. While self-service tools are being introduced to help advertisers, creative volume remains a primary constraint rather than demand itself. This near-term uncertainty has amplified the stock sell-offs — even following exceptional quarterly results. 

Greater transparency, such as clearer breakdowns of e-commerce progress and web advertising contributions, could help rebuild investor confidence and trust. Without it, the market struggles to forecast the company’s trajectory, leading to ongoing price swings despite strong fundamentals, such as AppLovin’s $3.95 billion in annual free cash flow.

Even so, the recent sell-off highlights lingering worries about AI disruption — especially from Meta’s advancements — potentially undermining AppLovin’s edge in ad optimization. Maintaining strong margins and showing tangible progress in diversification will be essential to closing the current valuation gap.

Key Takeaway AppLovin’s leadership should prioritize greater transparency around segment-specific growth, creative production bottlenecks, and AI integration strategies. By clearly demonstrating sustained momentum in e-commerce and the ability to capture fees from competitors, the company can reinforce its evolution into a broader platform beyond just gaming ads. 

While the investment case remains compelling given the strong fundamentals, substantial risks remain. Investors will likely need more clarity before committing aggressively to the stock.

UiPath could be one of the most important tech stocks in the coming years.

The technology sector is loaded with big megacap stocks that dominate their industry. However, if there is one mid-cap stock that could emerge to become one of the most important tech stocks by 2028, it is UiPath (PATH +1.39%).

UiPath roots are in robotics process automation (RPA). This is where software bots could perform simple, rules-based tasks, like data entry or customer onboarding, to help automate workflows and save employees from doing monotonous tasks. With the advent of artificial intelligence (AI), it shook up this business. However, software robots are much cheaper to deploy than AI agents, and thus still have solid use cases.

Image source: Getty Images.

An agentic AI opportunity Meanwhile, the introduction of AI agents also created a huge opportunity for UiPath. With RPA, UiPath needed to create a system with strict governance and compliance guardrails in place that could also reach into the depths of legacy systems. This gave the company the foundation to build out an AI agent orchestration platform to allow customers to manage a growing number of AI agents from various third-party vendors. With the proliferation of AI agents, this type of platform to be able to manage AI agents and make sure none go rogue will become vitally important in the coming years.

At the same time, UiPath's RPA background also gives its platform an added advantage of being able to manage both AI agents and software bots. Its Maestro platform can assign the most appropriate tasks for both AI agents and software bots, helping customers save money in the process by not wasting tokens of AI agents when the job could be just as easily done by a software bot. Its platform is also designed to keep humans in the loop, so no costly surprises show up later. Customers can also build their own AI agents on its platform through no-code and low-code tools, and it recently announced the acquisition of WorkFusion to add pre-built AI agents focused on financial service security to its platform.

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Right now, UiPath is still in the very early innings of its agentic AI journey, but it's formed partnerships with many top companies in the AI space and is innovating. The company also just saw revenue begin to accelerate last quarter, with it climbing 16% in fiscal Q3, up from 14% growth in fiscal Q2. If it can become a leading agentic AI orchestration platform, UiPath could become one of the most important tech companies by 2028.

With UiPath trading at a forward price-to-sales (P/S) ratio of below 4 times, based on analysts' estimates for fiscal 2027 (ending January), and a forward P/E of less than 16 times, the stock would have explosive upside if this were to happen, which looks like a real possibility.

Vanguard is known primarily for two dividend ETFs, but it has others that deserve equal consideration.

It's every retiree's dream to create a completely passive income stream from their portfolio to fund their retirement. It's not easy. Doing so requires careful planning, an understanding of your financial situation, and the right investments.

If you're searching for those right investments, Vanguard should be near the top of the list of places to consider. The fund giant offers several ultra-cheap, broadly diversified dividend ETFs that can produce a steady and reliable income stream whether you're in or near retirement.

Let's run down the Vanguard dividend ETF lineup, determining how to best fit them together.

Source: Getty Images.

The Vanguard Dividend Appreciation ETF (VIG +0.33%) is a fairly standard dividend growth fund. It targets U.S. companies with a 10-year-plus track record of annual dividend growth. It offers a current yield of about 1.6%. The Vanguard International Dividend Appreciation ETF (VIGI +0.30%) would be the foreign version of the fund above. It can invest in either developed or emerging markets, with the only major difference being that it requires a more modest seven-year dividend growth history. It currently pays 2.1%. The Vanguard High Dividend Yield ETF (VYM +0.47%) targets above-average yields but casts a wide net in doing so. It starts with a large-cap universe of U.S. stocks and includes those in the top 50% of yields. It has a current yield of 2.3%. The Vanguard International High Dividend Yield ETF (VYMI 0.08%) is the non-U.S. version of the fund above. It pretty much follows the same strategy and has a current yield of 3.4%. The Vanguard Wellington Dividend Growth Active ETF (VDIG 0.15%) is a newer fund in the Vanguard lineup. It actively selects stocks that focus on quality companies that demonstrate good value and the ability to grow their dividends over time. It has a current yield of about 1%.

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How Vanguard's dividend ETFs can work together You can probably tell from the relatively low yields that Vanguard's dividend funds are run relatively conservatively. The high-yield funds do a good job of producing above-average yields without any excessive risk, although their strategies can be a bit too broad.

My one gripe with the dividend appreciation ETFs is that they're market cap-weighted. That simply brings the largest companies to the top of the portfolio regardless of dividend profile.

From a high level, however, all of these funds can work in a portfolio geared for retirement. Here are a few of my thoughts:

Use the dividend-growth and high-yield ETFs together in an allocation that fits what you're looking for. Don't necessarily push too far toward the high-yield funds in the pursuit of more income. Owning both strategies can be beneficial. Don't be afraid to invest in the international ETFs. As we've seen over the past year or so, they can perform very well relative to the U.S. markets. Use the Wellington ETF as a satellite around the other ETFs, but only sparingly. It's still a little too new and I'd prefer a little history before committing further. With that plan in mind, the roster of Vanguard dividend ETFs can help generate the diversified income to prepare you for retirement.

David Dierking has positions in Vanguard Dividend Appreciation ETF. The Motley Fool has positions in and recommends Vanguard Dividend Appreciation ETF and Vanguard High Dividend Yield ETF. The Motley Fool has a disclosure policy.

, /PRNewswire/ -- The Shareholders Foundation, Inc. announces that a lawsuit was filed for certain investors in Kyndryl Holdings, Inc. (NYSE: KD) shares.

Investors, who purchased in excess of $100,000 in shares of Kyndryl Holdings, Inc. (NYSE: KD) between August 07, 2025 and February 09, 2026, have certain options and there are short and strict deadlines running. Deadline: April 13, 2026. NYSE: KD investors should contact the Shareholders Foundation at [email protected] or call +1(858) 779 - 1554.

On February 11, 2026, an investor inNYSE: KD shares filed a lawsuit against Kyndryl Holdings, Inc. The plaintiff alleged that the defendants made false and/or misleading statements and/or failed to disclose that Kyndryl's financial statements issued during the Class Period were materially misstated, that Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls, that as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025, and that as a result, defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times.

Those who purchased shares of Kyndryl Holdings, Inc. (NYSE: KD) should contact the Shareholders Foundation, Inc.

CONTACT:
Shareholders Foundation, Inc. 
Michael Daniels 
+1 (858) 779-1554 
[email protected] 
3111 Camino Del Rio North 
Suite 423 
San Diego, CA 92108

The Shareholders Foundation, Inc. is a professional portfolio legal monitoring and a settlement claim filing service, which does research related to shareholder issues and informs investors of securities class actions, settlements, judgments, and other legal related news to the stock/financial market. The Shareholders Foundation, Inc. is not a law firm. Any referenced cases, investigations, and/or settlements are not filed/initiated/reached and/or are not related to Shareholders Foundation. The information is only provided as a public service. It is not intended as legal advice and should not be relied upon.

SOURCE Shareholders Foundation, Inc.

Blue Bird: U.S.-Based School Bus Manufacturer With Profitable Growth Prospects

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Amazon (NASDAQ:AMZN | AMZN Price Prediction) has long set the pace in e-commerce, cloud computing through its AWS division, and as a leading force in artificial intelligence (AI) infrastructure. Yet the company is on the verge of a new record that investors neither expected nor wanted: If trends continue, Amazon will break its longest losing streak. 

With Friday’s 0.4% tick lower to close at $198.79 per share, Amazon stock has now declined for nine consecutive days — matching its worst streak from all the way back in July 2006. If Monday sees another dip, it will surpass that mark. Investors may feel dismayed by the more than 18% fall since the streak began — erasing about $463 billion in market value — but in fact, they should be excited that Amazon is down so much.

The Drivers of the Recent Decline The slide in Amazon’s stock picked up speed following its fourth-quarter earnings report earlier this month. While the company beat revenue expectations with $213.39 billion against estimates of $211.5 billion, it missed on adjusted earnings at $1.95 per share versus the forecasted $1.96. More critically, Amazon guided for capital expenditures of about $200 billion in 2026, focused on data centers, chips, and other AI-related equipment — far exceeding analysts’ expectations by more than $50 billion. 

This spending plan raised alarms about potential negative free cash flow and higher future expenses from depreciating assets. Anthony Saglimbene, chief market strategist at Ameriprise, noted that such heavy outlays turning cash flow negative represent a major concern for investors. 

Additionally, first-quarter guidance for net sales of $173.5 billion to $178.5 billion and operating income of $16.5 billion to $21.5 billion fell short of some market hopes, amplifying worries about the balance between growth and profitability during the AI push. Broader industry fears over escalating AI costs among tech giants also contributed to the sentiment, with Amazon’s slide mirroring pullbacks in peers like Microsoft (NASDAQ:MSFT).

Why This Pullback Is a Golden Opportunity Despite the current downturn, Amazon’s stock had been on a strong run, more than doubling in value over the past three years leading up to this decline — from around $100 per share in early 2023 to a peak of $254  in November. This recent 18% drop represents a healthy correction after such gains, offering a chance for investors to buy in at lower levels. 

History shows Amazon has weathered sharp pullbacks before and emerged stronger. For instance, it lost about 30% of its value beginning almost exactly one year ago following President Trump’s announcement of sweeping tariffs, including 145% on Chinese imports and 10% on others. The tariffs strained Amazon’s reliance on international sellers, leading to price hikes and a 7% stock drop in the two days after the initial announcement. 

Yet Amazon recovered, gaining some 45% in the ensuing year as it adapted through diversified sourcing and strong AWS performance. These dips allow savvy investors to acquire shares cheaper than when the stock is running higher. Investors should root for occasional sharp drops in strong stocks like Amazon, as they create entry points for long-term accumulation.

Key Takeaway Amazon is positioned to rebound due to several core strengths. AWS, the world’s largest cloud provider, saw its fastest growth in three years in the recent quarter, with annual run-rate revenue at $142 billion, driven by surging AI demand. CEO Andy Jassy emphasized that the $200 billion capex will support immediate monetization of new capacity. 

The company’s diversified revenue — spanning e-commerce, advertising, and cloud — provides a robust defense against concentration risk, with projections for revenue this year at $805 billion and operating margins at 14.4%. Past investments, like those in AWS during 2006’s similar streak, paid off handsomely, turning early spending into dominant market share. Investors profited, too: Amazon stock has rocketed over 12,400% in the last 20 years.

Analysts see significant upside potential in Amazon, with target prices implying 44% gains to $287 per share within a year. For great companies like Amazon with a long runway of growth ahead, short-term pain is only a stepping stone to long-term gains investors can profit from.

New York, New York--(Newsfile Corp. - February 14, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of F5, Inc. (NASDAQ: FFIV) between October 28, 2024 and October 27, 2025, both dates inclusive (the "Class Period"), of the important February 17, 2026 lead plaintiff deadline.

SO WHAT: If you purchased F5 securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the F5 class action, go to https://rosenlegal.com/submit-form/?case_id=46672 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than February 17, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period created the false impression that they possessed reliable information pertaining to F5's projected revenue outlook and anticipated growth while also minimizing risk from seasonality and macroeconomic fluctuations. In truth, F5's optimistic claims, touting its purported best-in-industry security and overall emphasis and confidence in F5's ability to meet and capitalize on the growing security needs for its clientele fell short of reality; F5 was, at the time, the subject of a significant security incident, placing its clientele's security and F5's future prospects at significant risk. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the F5 class action, go to https://rosenlegal.com/submit-form/?case_id=46672 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283878

Source: The Rosen Law Firm PA

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Standard Uranium Ltd (TSX-V:STND, OTCQB:STTDF, FRA:9SU0) earlier this week announced the start of drilling at its Corvo project, marking the first of several exploration campaigns planned for 2026.

CEO Jon Bey told Proactive that drills are now turning at the site, with the Corvo program expected to run for five to six weeks. The campaign is fully funded by partner Aventis under a three-year earn-in agreement, through which it can earn up to 75% of the project by funding exploration expenditures and making cash and share payments.

Bey described the arrangement as beneficial, allowing Standard Uranium to operate the program while leveraging partner capital.

Vice President Exploration Sean Hillacre outlined plans for approximately 3,000 metres of drilling across 8 to 10 holes. The program represents the first drill testing at Corvo in more than four decades, with the last drilling conducted in 1980.

Initial focus will centre on the Manhattan target, which returned prospecting results of 8.1% U₃O₈ in 2025. Hillacre described the grade as “really exceptional” and highlighted that the target has never previously been drill tested.

Additional drilling will target the Brooklyn and Tribeca zones, following up on mineralized holes drilled in 1979 and 1980.

The company has upgraded geophysical surveys across the property and identified two conductive trends spanning more than 29 kilometres of strike length.

Hillacre emphasized the importance of integrating geophysics, surface data and historical drilling to refine targeting, noting that an integrated geological approach is critical to improving discovery potential.

Corvo is the first of multiple planned drill programs in 2026. Following completion, Standard Uranium intends to commence drilling at the Rocas project in early March, before advancing its flagship Davidson River project later in the spring and summer.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of VRT, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

These companies have more diversified businesses than the computer chip giant.

Nvidia (NVDA 2.21%) is officially the largest company in the world by market capitalization. The computer chipmaker that dominates the artificial intelligence (AI) field has grown at an insatiable rate over the last few years, making investors rich in the process.

That does not mean it will repeat over the next few years. Today, Nvidia trades at a premium price-to-earnings (P/E) ratio, faces competition from its own customers, and relies solely on the growth of AI infrastructure spending to keep the party going. This makes the stock a risky bet for investors at its current market cap of $4.6 trillion.

Is it time to forget Nvidia and buy some other AI stocks instead?

Image source: Getty Images.

Amazon's large capital investments First up is Amazon (AMZN 0.41%). The technology giant is one of Nvidia's largest customers, spending a boatload of money each year on AI-related computer chips for its cloud infrastructure business, Amazon Web Services (AWS).

While Amazon will still remain an Nvidia customer, it has begun diversifying its chip procurement by developing in-house brands. Specifically, AWS is working closely with the fast-growing AI start-up Anthropic to build data centers using these in-house chips, slowly pushing Nvidia out as its preferred chip provider. This will save Amazon money while also potentially producing a headwind for Nvidia over the next few years.

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When looking at Amazon's business, it is doing just fine at the moment. Revenue from North American commerce grew 10% year over year last quarter to $127 billion, while AWS revenue was up 24% year over year to $35.6 billion. This year, Amazon plans to spend $200 billion on capital expenditures, primarily on AWS. This should lead to stronger growth for its AI cloud computing business as start-ups like Anthropic -- along with its existing corporate clients -- keep pouring billions of dollars into the AI race.

Alphabet's diversified exposure The other major customer-turned-competitor to Nvidia is Alphabet (GOOGL 1.06%) (GOOG 1.08%), parent company of Google, YouTube, and Gemini. Alphabet was one of the first big tech companies to invest in its own computer chips, with the in-house Tensor Processing Units (TPUs) now powering a bunch of the business's internal data center usage and cloud infrastructure.

Like Amazon, Alphabet will remain a customer of Nvidia but could reduce its exposure to the third-party chipmaker over time.

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Alphabet also has plenty of ways to benefit from the AI revolution, while Nvidia is focused solely on selling computer chips to data centers for close to 100% of its revenue. Alphabet's Google Search revenue rose 17%, and Google Cloud revenue rose 48%, both benefiting from the growing use of AI worldwide. Use of its advanced AI chatbot Gemini is growing quickly as well.

To top it all off, Alphabet and Amazon trade at P/E ratios below 30. Nvidia's is 46. These two stocks are much better AI bets for investors over the next few years, even if Nvidia crushed them over the last three.

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When geopolitical tensions rise or defense budgets expand, investors often chase the sector through broad market funds. But SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) doesn’t work like most sector plays. It spreads capital equally across 41 holdings, giving smaller aerospace suppliers and emerging space companies the same weight as industry giants like Boeing (NYSE:BA) and Lockheed Martin (NYSE:LMT). That structural choice creates a fundamentally different risk profile than market-cap weighted alternatives.

Where XAR Fits in a Portfolio This fund serves investors who want concentrated exposure to aerospace and defense but believe smaller companies will outperform the mega-cap primes. With 98.7% allocated to industrials, XAR functions as a tactical bet rather than a core holding. The equal-weight methodology gives emerging players like Kratos Defense the same portfolio impact as Boeing, fundamentally changing how the fund responds to sector trends compared to market-cap alternatives.

The equal-weight structure delivered strong results when sector momentum favored smaller players. XAR gained 54.17% over the past year, outpacing market-cap weighted alternatives by capturing disproportionate upside when smaller aerospace suppliers rallied on defense spending optimism. This outperformance demonstrates how giving emerging companies equal portfolio weight can amplify returns during sector rallies.

The Small-Cap Tilt Creates Volatility That outperformance came with elevated risk. The fund’s emphasis on smaller companies amplifies swings in both directions, as illustrated by the recent 4.99% monthly decline when sentiment shifted against aerospace names. Holdings like Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) carry higher volatility that creates sharper drawdowns during sector corrections.

Boeing’s challenges illustrate the portfolio’s complexity—the company posted negative $3.2 billion EBITDA yet maintains equal weight alongside profitable contractors. This creates uneven quality across holdings, though the equal-weight structure prevents any single troubled name from dominating risk.

Lockheed Martin provides a counterbalance with $8.3 billion in EBITDA and consistent dividends, representing the stable defense prime segment of the portfolio.

Accept Concentration Risk for Sector Conviction Investors must accept three tradeoffs: single-sector concentration that eliminates diversification benefits, heightened volatility from small-cap exposure, and vulnerability to defense budget cycles. The 0.35% expense ratio is reasonable for specialized exposure. XAR works best as a tactical allocation for investors with strong conviction that aerospace and defense will outperform, particularly if smaller innovators capture disproportionate value in emerging areas like commercial space and autonomous systems.

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)

Berkshire Hathaway's new CEO likes the surprise course reversal announced this week by the new CEO of Kraft Heinz.

In the food company's Q4 earnings release, Steve Cahillane said in the time since he joined the company five weeks ago, he has "seen that the opportunity is larger than expected and that many of our challenges are fixable and within our control."

As a result, he's decided to "pause work" on the planned separation of Kraft from Heinz that was announced last September. It would have essentially reversed the merger Warren Buffett helped orchestrate in 2015.

Berkshire is KHC's biggest shareholder with a 27.5% stake currently worth $8.1 billion.

In a statement given to CNBC and other news outlets, Berkshire CEO Greg Abel endorsed the change. "We support CEO Steve Cahillane and the Kraft Heinz Board of Directors' decision, under Steve's new leadership, to pause work on the company's previously planned separation. As a result, management can commit to strengthening Kraft Heinz's ability to compete and serve customers."

Buffett, who usually does not criticize the management of a Berkshire holding, was uncharacteristically vocal about his disapproval when plans for the split were made public more than five months ago.

In an off-camera phone call with CNBC's Becky Quick, he said he was "disappointed" and didn't rule out selling some or all of Berkshire's stake.

"It certainly didn't turn out to be a brilliant idea to put them together, but I don't think taking it apart will fix it."

Just three weeks ago, Abel appeared to signal a sharp reduction of Berkshire's KHC position with an SEC registration for "the potential resale" for "up to" 99.9% of the 325.6 million shares it reported holding as of September 30.

Kraft Heinz's decision to remain intact may help keep those potential sales from becoming reality.

Did Berkshire's preparation for KHC share sales play a role in Cahillane's reversal?

I certainly don't know, but if it did, and if it was an intentional effort to pressure KHC, it would be a significant departure from Buffett's long-standing hands-off policy when it comes to the companies in Berkshire's equity portfolio.

Kraft Heinz shares fell when the split reversal was announced Wednesday morning but quickly rebounded to end the week with a small 0.7% gain.

Coming attractionsLooking further ahead, Greg Abel's first annual letter to shareholders will be released Saturday morning, February 28 around 8 AM ET (7AM CT), according to a Berkshire news release.

The company's annual report and a fourth quarter earnings release will be out at the same time, along with information about Berkshire's May 2 shareholders meeting.

BUFFETT & BERKSHIRE AROUND THE INTERNETHIGHLIGHTS FROM CNBC'S BUFFETT ARCHIVEBuffett and Munger's book recommendations (1994)watch now

AUDIENCE QUESTION: What were the three best books you read last year outside of the investment field? Why don't — even one will do.

WARREN BUFFETT: I'll give you — I'll tout a book first that I've read but that isn't available yet. But it will be in September.

The woman who wrote it, I believe, is in the audience and it's Ben Graham's biography, which will be available in September, by Janet Lowe. And I've read it and I think those of you who are interested in investments, for sure, will enjoy it. She's done a good job of capturing Ben.

One of the books I enjoyed a lot was written also by a shareholder who is not here because he's being sworn in, I believe today or tomorrow, maybe tomorrow, as head of the Voice of America.

And that's Geoff Cowan's book, which is on "The People v. Clarence Darrow." It's the story of the Clarence Darrow trial for, essentially, jury bribery in Los Angeles back around 1912, when the McNamara brothers had bombed the LA Times.

It's a fascinating book.  Geoff uncovered a lot of information that the previous biographies of Darrow didn't have. I think you'd enjoy that...

CHARLIE MUNGER: Well, I very much enjoyed Connie Bruck's biography Master of the Game, which was a biography of Steve Ross, who headed Warner and later was, what, co-chairman of Time Warner.

WARREN BUFFETT: Yeah, he's a little more than co-chairman. (Laughs)

CHARLIE MUNGER: Yeah, and — she's a very insightful writer and it's a very interesting story.

I am rereading a book I really like, which is Van Doren's biography of Benjamin Franklin, which came out in 1952 [1938], and I'd almost forgotten how good a book it was. And that's available in paperback everywhere. We've never had anybody quite like Franklin in this country. Never again.

BERKSHIRE STOCK WATCHFour weeks

Twelve months

BRK.A stock price: $751,425.00

BRK.B stock price: $497.55

BRK.B P/E (TTM): 15.91

Berkshire market capitalization: $1,076,049,449,409

Berkshire Cash as of September 30: $381.7 billion (Up 10.9% from June 30)

Excluding Rail Cash and Subtracting T-Bills Payable: $354.3 billion (Up 4.3% from June 30)

No Berkshire stock repurchases since May 2024.

(All figures are as of the date of publication, unless otherwise indicated)

BERKSHIRE'S TOP EQUITY HOLDINGS - Feb. 13, 2026Berkshire's top holdings of disclosed publicly traded stocks in the U.S. and Japan, by market value, based on the latest closing prices.

Holdings are as of September 30, 2025, as reported in Berkshire Hathaway's 13F filing on November 14, 2025, except for:

Mitsubishi, which is as of August 28, 2025Mitsui, which is as of September 30, 2025The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

QUESTIONS OR COMMENTSPlease send any questions or comments about the newsletter to me at [email protected]. (Sorry, but we don't forward questions or comments to Buffett himself.)

If you aren't already subscribed to this newsletter, you can sign up here.

Also, Buffett's annual letters to shareholders are highly recommended reading. There are collected here on Berkshire's website.

-- Alex Crippen, Editor, Warren Buffett Watch

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in VKTX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Virtuix Holdings Inc (NASDAQ:VTIX) CEO Jan Goetgeluk talked with Proactive about the company’s official expansion into the European consumer market with its flagship product, the Omni – an omnidirectional treadmill for immersive virtual reality experiences.

Proactive: The company just came out with news about expanding into Europe, and we'll talk about that in depth in just a second. But for those not familiar, remind everyone a little bit about the company and what it is you're going to be selling into Europe.

Jan Goetgeluk: Yeah, we make the Omni. The Omni is an omnidirectional treadmill that lets you walk and run around in 360 degrees inside video games or other virtual worlds. It could be for entertainment, enterprise, or defense. And now, indeed, we're expanding our consumer business to Europe for the first time.

This has always been a part of the growth strategy for the company, and now you're fulfilling that part of it. Talk to me about moving into Europe and the opportunity there.

Exactly. As you remember, we reported 238% year-over-year growth. At the time of our public listing on Nasdaq a few weeks ago, I mentioned, “Hey, we're only getting started.” We're still only scratching the surface of that growth. So now, for the first time, we're expanding our consumer business overseas to Europe—first the UK, then EU countries. That’s a first step in accelerating our growth beyond the US on the consumer side.

You mentioned the UK and France, and other countries are coming as well. It'll be done in April. Talk to me about those markets specifically. Are they strong growth markets?

Yeah, they are. The European gaming markets, especially on the PC side, have historically been very strong. It's very exciting for us to go there. We have a lot of fans in Europe that have been following us since the beginning. The common question has been, "When can I buy the Omni in Europe?" Well, the answer is: today. We announced that you can now buy it. First containers are on the way, and units will be delivered in mid-April.

You've got a partner over there as well, someone familiar with that particular area. That’s a big bonus, right?

Yes, that's right. We’re working with Unbound XR, Europe’s leading XR online retailer for XR equipment and hardware. They’re a longstanding partner of ours on the enterprise side. We've been selling enterprise systems in Europe and other international markets. So they’re the perfect partner for us to now also expand our consumer business to Europe.

Your production capacity — can you talk a bit about that and the logistics of going into Europe?

Yeah, we currently have capacity to produce 3,000 units per month. That equates to around $100 million in potential annual revenues. So we’re ready to scale. We’ve been active in the US, and now we’re bringing that to Europe. We can fulfill demand and really take our growth to the next level on the consumer side. And as you know, we pair that with enterprise and defense contracts as well.

Is the defense side also an area you're exploring in Europe?

Absolutely. Our defense business, with our Virtual Terrain Walk system, allows soldiers to walk the terrain before they fight on it—exploring battlefields virtually before putting boots on the ground. It’s a revolutionary technology we're offering first to the US military—Army, Marine Corps, and others. We've sold test units to Eglin Air Force Base, the U.S. Air Force Academy, and the Military Academy at West Point. So there's some initial traction in the US, but it’s very much an international offering. We can extend this to allied forces, including NATO.

Lastly, Jan, talk to me about your message to investors at this point, given the tremendous growth in North America and now this expansion into Europe.

Yeah, we're ready to scale. We’re only getting started. For investors looking to join our journey, we’re expanding consumer growth and pairing that with potentially high-margin enterprise and defense contracts, like the VTW system. That dual-use strategy is what we believe will power our growth and value creation for shareholders. It’s an exciting journey ahead, and I hope investors join us in our future.

Quotes have been lightly edited for style and clarity

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CART either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Lead Plaintiff Deadline is March 31, 2026

, /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP announces that a class action lawsuit has been filed against China Liberal Education Holdings Ltd. (OTCMKTS:CLEUF) ("China Liberal" or the "Company") inclusive on behalf of all persons and entities that purchased or otherwise acquired China Liberal securities between January 22, 2025 and January 30, 2025, both dates inclusive (the "Class Period"). Investors have until March 31, 2026, to seek appointments as lead plaintiff.

PLEASE CLICK HERE TO JOIN THE CASE AND SUBMIT CONTACT INFORMATION

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

In January 2025, individuals impersonating investment advisors on social media platforms fraudulently induced investors to purchase shares of China Liberal stock, which artificially inflated ("pumping") the price of China Liberal shares; On January 30, 2025, the price of China Liberal stock abruptly collapsed, causing many investors to lose nearly all their investment in the Company; Although several individuals responsible for the coordinated pump‑and‑dump scheme are now being prosecuted by the United States Department of Justice, there is a possibility that executives at China Liberal may have known of, participated in, or acted with severe recklessness regarding the fraudulent conduct; and As a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.  Investors seeking appointment as Lead Plaintiff may file a motion with the court no later than March 31, 2026.

Why Wolf Haldenstein Adler Freeman & Herz LLP?:

This illustrious firm, founded in 1888, is steadfast in their pursuit of justice for investors who have suffered financial harm due to these misrepresented statements. The law firm brings to the fore over 125 years of legal expertise in securities litigation and has a proven track record of protecting the rights of investors.

We encourage all investors who have been affected or have information that will assist in our investigation, to contact Wolf Haldenstein Adler Freeman & Herz LLP.

Contact:

Phone: (800) 575-0735 or (212) 545-4774 Email: [email protected] Contact Person: Gregory Stone, Director of Case and Financial Analysis Firm Website: Wolf Haldenstein Adler Freeman & Herz LLP

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

SOURCE Wolf Haldenstein Adler Freeman & Herz LLP

HomeStock IdeasLong IdeasTech 

SummaryAppLovin Corp. is upgraded to BUY after a 31% price correction, supported by robust financials and technical signals.APP posted 66% YoY revenue growth and 84% EBITDA margin in Q4 ’25, while reducing marketing and R&D expenses.AI-driven gaming industry expansion is expected to drive higher ad spend and transaction volumes, benefiting APP’s Axon and MAX platforms.Key risks include intense competition, execution on new platforms, and macroeconomic sensitivity, but APP’s market leadership and margins remain compelling. Rawpixel/iStock via Getty Images

Investment Thesis Since my last article about AppLovin’s Corp. (APP), its stock is down by about 31%, as I anticipated a stronger price correction. The important question now is, after this price correction, is APP’s risk-reward profile

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

LOS ANGELES--(BUSINESS WIRE)--Kyndryl Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – KD.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In agilon health To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in agilon health between February 26, 2025 and August 4, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

NEW YORK, Feb. 14, 2026 (GLOBE NEWSWIRE) --  Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against agilon health, inc. (“agilon” or the “Company”) (NYSE: AGL) and reminds investors of the March 2, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Defendants recklessly issued guidance for 2025 that they knew or should have known was not going to be achieved, given material industry headwinds of which they were aware; (2) Defendants materially overstated the immediate positive financial impact from “strategic actions” taken by agilon to reduce risk; and (3) as a result, defendants’ statements about agilon’s business, operations, and prospects were materially false and/or misleading at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.

On August 4, 2025, agilon health issued a press release entitled "agilon health Reports Second Quarter 2025 Results." Commenting on the results, agilon health's Executive Chair stated that "as we progressed through this transition year, it's become clear that the industry headwinds are more acute than previously expected[.]" Further, the release announced that the company was "suspending its previously issued full-year 2025 financial guidance and related assumptions."

On this news, agilon health's stock fell 51.5% on August 5, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding agilon health’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the agilon health class action, go to www.faruqilaw.com/AGL or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fee60b7b-e6c3-458d-b56d-abc6af902c49

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Richtech To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Richtech between January 27, 2026 and 12:00 PM ET on January 29, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

NEW YORK, Feb. 14, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Richtech Robotics Inc. (“Richtech” or the “Company”) (NASDAQ: RR) and reminds investors of the April 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Richtech claimed that it had a collaborative and commercial relationship with Microsoft when it did not; and (2) as a result, Defendants’ statements about Richtech’s business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times.

On January 29, 2026, Investing.com published an article entitled “Richtech Robotics stock tumbles after Hunterbrook questions Microsoft deal.” The article stated that Richtech stock plunged “amid broader market weakness and a critical report from Hunterbrook questioning the company’s recently announced Microsoft collaboration.”

On this news, Richtech common stock fell $1.06, or 20.87% to close at $4.02 on January 29, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding Richtech’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Richtech Robotics class action, go to www.faruqilaw.com/RR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/c00df434-1b43-4881-800b-4385df9e694a

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Inovio To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Inovio between October 10, 2023 and December 26, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

NEW YORK, Feb. 14, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Inovio Pharmaceuticals, Inc. (“Inovio” or the “Company”) (NASDAQ: INO) and reminds investors of the April 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) manufacturing for Inovio's CELLECTRA device was deficient; (2) accordingly, Inovio was unlikely to submit the INO-3107 BLA to the FDA by the second half of 2024; (3) Inovio had insufficient information to justify the INO-3107 BLA's eligibility for FDA accelerated approval or priority review; (4) accordingly, INO-3107's overall regulatory and commercial prospects were overstated; and (5) as a result, Defendants' public statements were materially false and misleading at all relevant times.

On December 29, 2025, the U.S. Food and Drug Administration (“FDA”) announced it had accepted Inovio’s Biologics License Application (“BLA”) for INO-3107, a treatment for recurrent respiratory papillomatosis, on a standard review timeline. Inovio filed its BLA under the accelerated approval pathway, but the FDA stated that the Company did not submit adequate information to justify eligibility for accelerated approval. Inovio also announced it does not currently plan to seek approval under the standard review timeline, and will request a meeting with the FDA to discuss how it may still pursue accelerated approval.

On this news, Inovio’s stock price fell $0.56 per share, or 24.45%, to close at $1.73 per share on December 29, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding Inovio’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Inovio class action, go to www.faruqilaw.com/INO or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fee60b7b-e6c3-458d-b56d-abc6af902c49

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Bath & Body Works To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Bath & Body Works between June 4, 2024 and November 19, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

NEW YORK, Feb. 14, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Bath & Body Works, Inc. (“Bath & Body Works” or the “Company”) (NYSE: BBWI) and reminds investors of the March 16, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's strategy of pursuing "adjacencies, collaborations and promotions" was not growing the customer base and/or delivering the level of growth in net sales touted; (2) as the Company's strategy of "adjacencies, collaborations and promotions" faltered, the Company relied on brand collaborations "to carry quarters" and obfuscate otherwise weak underlying financial results; (3) as a result, the Company was unlikely to meet its own previously issued financial guidance; (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On November 20, 2025, Bath & Body Works, Inc. announced disappointing third quarter 2025 financial results, reporting a 1% year-over-year decline in revenue, missing prior guidance calling for 1–3% growth, and a 26% drop in net income to $77 million. The Company also sharply reduced its full-year outlook, cutting expected earnings per diluted share from a range of $3.28 to $3.53 to “at least $2.83.” That same day, in an investor presentation, Bath & Body Works unveiled a new business strategy and acknowledged that its prior focus on “adjacencies, collaborations and promotions” had failed to grow its total customer base. The Company further admitted that this strategy reduced investment in core categories, relied on collaborations to “carry quarters,” and led to an overreliance on deeper and more frequent promotions.

Following these disclosures, Bath & Body Works’ stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding Bath & Body Works’ conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Bath & Body Works class action, go to www.faruqilaw.com/BBWI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/c00df434-1b43-4881-800b-4385df9e694a

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Despite the past year’s stock market volatility, the explosive demand for semiconductors and microchips that has grabbed news headlines and led the market higher over the past few years remains. As the drive toward integrating artificial intelligence (AI) into our everyday lives progresses, a handful of mega-cap companies are capable of meeting that demand. While Nvidia Corp. (NASDAQ: NVDA | NVDA Price Prediction) may get the lion’s share of attention, companies like Broadcom Inc. (NASDAQ: AVGO) will also be playing a central role in supply.

The San Jose-based company, founded in 1961, has been a major player in the tech space for decades. But its business sectors focusing on semiconductors and infrastructure software products have been major catalysts in its market cap topping $1 trillion. That places it among the top 10 publicly traded companies.

Lately, Broadcom has heavily emphasized its advancements in optical connectivity solutions designed to support the growing demands of AI infrastructure. This includes developments in co-packaged optics, high-speed DSP and SerDes, and PCIe Gen6 over optics. Fiscal fourth-quarter financial results exceeded Wall Street expectations, primarily due to a 74% year-over-year surge in AI semiconductor revenue. It also provided an optimistic outlook for the first quarter. Broadcom says it has expanded its VMware Modernization Services initiative and that Anthropic is its fourth custom chip customer.

Though shares of Broadcom have gained over 576% in the past five years, despite pulling back after the most recent earnings report, 24/7 Wall St.’s analysis suggests there is still healthy upside for Broadcom before the end of the decade. Here is where prospective investors and current shareholders might expect the stock to head over the next five years.

Broadcom’s Recent Success Broadcom’s incredible growth has been reflected in its share price, which surged by 17,996% since it came public in 2009. On July 15, 2024, the company announced a 10-for-1 stock split, making its shares more accessible to investors by reducing the stock price to $167. Beyond its role in AI and semiconductors, Broadcom is also a major supplier for Apple Inc. (NASDAQ: AAPL), providing the Magnificent 7 mainstay with critical wireless connectivity components and other hardware. Between its semiconductor, software, and smartphone business segments, the company has experienced sizable growth in the recent past:

Year Share Price* Revenue** Net Income** 2015 $14.63 $6.897 $2.613 2016 $18.19 $13.269 $4.672 2017 $25.69 $17.656 $7.255 2018 $25.36 $20.805 $9.391 2019 $31.65 $22.548 $9.452 2020 $43.79 $23.858 $9.993 2021 $66.48 $27.403 $12.578 2022 $55.24 $33.169 $16.526 2023 $111.63 $35.798 $18.378 2024 $231.84 $51.574 $23.733 2025 $346.10 $63.890 $33.730 *Post-split adjusted basis, **Revenue and net income in $billions

Over the past decade, Broadcom’s revenue grew by more than 826% while its net income increased by almost 1,190%. Despite a slight contraction in share price in 2022 during an extended bull market that had an outsized impact on the tech sector, shares of Broadcom climbed 2,478% from 2015 through 2025 on a post-split adjusted basis.

Key Drivers of Broadcom’s Stock Performance

As the Silicon Valley mainstay looks toward the remainder of the decade, 24/7 Wall St. has identified three key drivers likely to have a positive impact on Broadcom’s growth metrics and stock performance through 2030.

AI Semiconductor and Networking Demand The insatiable demand for AI infrastructure in data centers is a primary driver. Broadcom provides the high-speed networking chips, such as the Tomahawk and Jericho series, and custom AI accelerator chips (ASICs/XPUs) that are essential for large-scale AI operations. Hyperscale customers, including Alphabet and OpenAI, have placed substantial orders and backlogs exceeding $73 billion for delivery through 2026. The successful execution of these contracts and continued leadership in next-generation networking technology (like Wi-Fi 8 and high-speed DSPs) should propel revenue growth and solidify Broadcom’s indispensable role in the AI ecosystem.

VMware Software Integration and Recurring Revenue The strategic acquisition of VMware in 2023 fundamentally shifted Broadcom’s business model by adding a significant, high-margin software component. The transition to a subscription-based model for VMware’s enterprise software creates stable, recurring revenue streams, providing a crucial buffer against the historical cyclicality of the semiconductor industry. The successful integration involves cross-selling hardware and software solutions to a captive enterprise customer base, with software revenue projected to account for a substantial portion of the company’s total income by 2030.

Strong Financial Position and Free Cash Flow Broadcom consistently demonstrates strong financial discipline, generating high free cash flow margins, which are projected to exceed $50 billion annually by fiscal 2027 and reach over $107 billion by 2030. This robust cash flow allows for significant investments in research and development (R&D) to maintain its technological edge in AI and connectivity. Furthermore, it underpins a growing capital return program, including consistent annual dividend increases (for 15 consecutive years) and share buybacks, which enhances shareholder returns and investor confidence in its long-term stability and growth trajectory.

How Broadcom’s Next Five Years Could Play Out

The current consensus median one-year price target for Broadcom is $455.90, which is 38.3% higher than the current share price. Of 50 analysts covering Broadcom stock, 49 of them recommend buying shares, nine of them with a Strong Buy rating.

At the end of 2026, we forecast Broadcom’s stock to be trading for just $364.50, based on revenue of $67.906 billion, an EPS of $7.29, and a PE ratio of 50.

Year Revenue* EPS 2026 $67.906 $7.29 2027 $75.850 $8.82 2028 $85.222 $11.94 2029 $91.920 $14.93 2030 $106.618 $18.66 *Revenue and net income in $billions

Starting in 2027 through 2029, we expect a 13% growth in revenue and a 40% jump in earnings per share, with a shrinking PE, bringing Broadcom’s price target from $423.36 in 2027 to $597.20 in 2029.

By the conclusion of 2030, 24/7 Wall St. estimates Broadcom’s stock will trade at $709.08, more than double its current price, based on revenue of $106.618 billion and an EPS of $18.66.

Year Price Target Potential Upside 2026 $364.50 10.5% 2027 $423.36 28.4% 2028 $501.48 51.2% 2029 $597.20 81.1% 2030 $709.08 115.1% Broadcom vs. AMD: Which AI Chipmaker Is the Better Stock?

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Kyndryl To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Kyndryl between August 7, 2024 and February 9, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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NEW YORK, Feb. 14, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Kyndryl Holdings, Inc. (“Kyndryl” or the “Company”) (NYSE: KD) and reminds investors of the April 13, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

According to the complaint, defendants made false and/or misleading statements and/or failed to disclose that: (1) Kyndryl’s financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, Defendants’ statements about Kyndryl’s business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times.

On February 9, 2026, Kyndryl disclosed in a filing with the U.S. Securities and Exchange Commission that its Audit Committee is reviewing the Company's cash management practices, related disclosures (including regarding the drivers of the Company's adjusted free cash flow metric), and the efficacy of its internal control over financial reporting following the Company's receipt of voluntary document requests from the SEC's Division of Enforcement.

Kyndryl further disclosed that it expects to report material weaknesses in internal control over financial reporting for multiple reporting periods. The Company also stated that its previously issued assessment of internal control over financial reporting and its independent auditor's opinion included in its Annual Report on Form 10-K for the fiscal year ended March 31, 2025 should no longer be relied upon.

In addition, Kyndryl announced the immediate departures of its Chief Financial Officer and General Counsel and filed a Form NT 10-Q indicating that it would delay the filing of its Quarterly Report on Form 10-Q.

Following these disclosures, Kyndryl's stock price declined approximately 50% on February 9, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding Kyndryl’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Kyndryl Holdings, Inc. class action, go to www.faruqilaw.com/KD or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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