Market Signal Briefing

Fear has taken hold of the cryptocurrency market. Bitcoin is sitting near $67,000, well below where it stood late last year, and a closely watched sentiment tracker is flashing some of its most alarming readings on record.

"The balance tilts toward gradual recovery or stabilization in Q1 rather than a dramatic collapse," Grok stated.

The European Central Bank is considering launching the digital euro stablecoin on a public blockchain like ethereum.

From FTX debris to global finance: Solana’s 2026 plan is all about the application layerResilience built from the debris of 2022 is now shaping the Solana ecosystems future, leaders from Jupiter, Backpack, Kamino and DoubleZero argued at Consensus Hong Kong 2026. Feb 12, 2026, 4:49 p.m.

A few years after the collapse of FTX nearly took it down by association, Solana’s core builders say the network’s next phase will be defined not by survival, but by scaling into global finance.

Resilience built from the debris of 2022 is now shaping the Solana ecosystems future, leaders from Jupiter, Backpack, Kamino and DoubleZero argued at Consensus Hong Kong 2026 on Thursday.

STORY CONTINUES BELOW

“When FTX collapsed, it was the most brutal possible experience you can imagine,” said Armani Ferrante, founder of Backpack Exchange. Many startups in the ecosystem lost significant portions of their treasuries.

Yet despite the shock, Solana retained its technical base.

“Solana lost no technical teams,” said Austin Federa, co-founder of DoubleZero and former head of strategy at the Solana Foundation. “It’s the developers that keep building throughout these markets.”

While Solana became known during the last cycle for memecoin mania and speculative trading, the next chapter will center on bringing more traditional finance onchain, the panellists argued.

“The single most important thing happening right now across any blockchain,” is all of finance coming onchain, Ferrante said. Crypto, he added, remains small relative to global markets. “We have a proof of concept. That’s it.”

Builders emphasized that growth will depend on improving both infrastructure and user-facing products. Xiao Xiao Zhu, president of decentralized exchange aggregator Jupiter, said value is increasingly accruing to the application layer.

“Users absolutely do not care whether an application is built on Solana or Ethereum. It’s just about the user-experience,” he said.

Upcoming upgrades aimed at reducing latency and improving confirmation times are expected to strengthen Solana’s pitch as a high-performance, general-purpose execution layer. But the panel cautioned against complacency.

“The worst thing you can feel in blockchain is comfortable,” Federa said. “If you think you’ve got a moat, that means someone's about to knife you in the back and take your lunch.”

Read more: Ethereum and Solana set the stage for 2026’s DeFi reboot

AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk's full AI Policy.

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Bitcoin can bottom soon because a 2026 recession, or a stock market crash, keeps looking like the outlier scenarioMy core idea around the Bitcoin market has remained the same since last September, before we hit the all-time high in October.

I laid it out clearly in my medium-term $49,000 Bitcoin bear thesis published on Nov. 24, 2025, and revisited it again on Jan. 30, 2026.

Across both pieces, the argument didn’t change:

Bitcoin still trades in cycles, the real “this is the low” moment tends to arrive when miner economics and institutional flows align, and the eventual bottom print usually feels mechanical rather than emotional.

Since then, the debate around 2026 has drifted into a familiar place, people (especially on social media) keep trying to tie Bitcoin’s next move to a looming global recession, or a stock market crash that forces everything to liquidate together.

I get why that story is attractive. It is clean, it is cinematic, it gives everyone a single thing to blame.

It also feels less and less like the base case.

If you look at the big macro forecasts, they invoke slowdown language, not breakage language.

The IMF has global growth projected at 3.3% for 2026. The World Bank sees global growth easing to 2.6% in 2026, and it frames the world as resilient even with trade tension noise. The OECD projects global GDP growth easing to 2.9% in 2026.

Then you have the crowd-sourced version of the same idea.

On Polymarket, the odds of a US recession by the end of 2026 have been sitting around the low 20s, a market that is basically telling you recession risk is real, yet it is not the central expectation.

Jobs are the first place that story really gets tested, because jobs are how regular people experience the economy. Here, the data turned into a genuine warning light, and also a reminder that slowdown and crash live in different lanes.

The BLS benchmark revision shows total nonfarm job growth in 2025 was cut to 181,000, down from 584,000. That kind of revision changes the texture of the whole macro debate, and it fits what many people felt through 2025, hiring slowed, job switches became harder, and a lot of white-collar momentum cooled.

Annual U.S. job gains and losses since 2000, highlighting the sharp pandemic-driven contraction in 2020 and a slowdown to 181,000 jobs added in 2025. (Source: BLS)The same BLS release shows unemployment at 4.3% in January 2026, and payrolls up 130,000 that month, with gains led by health care and social assistance. That is a cooling labor market, and also a labor market that keeps moving, which helps explain why stocks can stay levitated while people argue about recession around the dinner table.

That gap between how the system feels and how the indices trade is exactly why I keep separating Bitcoin’s cycle mechanics from the global doom narrative. A recession can still land in 2026, yet markets keep treating it as a minority outcome.

That macro framing matters for Bitcoin, because it means the next big drawdown does not need a global fire to start. It can be a local fire, leverage gets flushed, miners get forced into mechanical selling, ETF flows keep leaking, and the market prints the level where the buyer base changes character.

Bitcoin is already down into the high $60,000s, equities have kept making fresh highs, and the disconnect is the whole story. The chart looks like a typical cooling phase, the internals have felt like winter for weeks.

So, when I say a 2026 recession, or stock crash, feels like the outlier scenario, I mean the base case has shifted. The world looks like it can absorb friction, even if it stays politically messy.

That leaves Bitcoin with a simple setup, it can still print a cycle floor because of Bitcoin-specific mechanics.

Jobs are the macro stress test, and the test points to a grindIf you want one chart that explains why recession talk got louder, it is the annual jobs added or lost series since 2000.

The pandemic contraction sits like a crater, the rebound years tower above everything, and 2025 looks tiny by comparison. The revised BLS figure of just 181,000 jobs added in 2025 is a number that makes people pay attention.

The practical point is the shape of the slowdown. January 2026 job growth was concentrated in essential services, health care and social assistance in particular, per the same BLS report.

Federal government payrolls also kept shrinking, with the report noting a sizable decline from its October 2024 peak. This is the kind of labor market that can feel rough on the ground while the headline unemployment rate stays relatively calm.

Weak hiring increases recession risk, it also increases the odds of policy easing and lower real yields as the year goes on. Polymarket’s end-2026 rate market has traders clustering in the low-to-mid threes on Polymarket, which matches the idea of a slower economy that eventually pulls rates down.

This is the crux for Bitcoin. Jobs can push policymakers toward easier conditions, and easier conditions can arrive without a global crash. A slow grind still creates stress inside crypto, because crypto runs on reflex, leverage, and plumbing.

Debt and corporate failures scream loudThere is one more corner of the macro picture that matters here, it just sits lower down the stack than GDP forecasts and stock charts.

Corporate failures have been climbing, and the count is high enough to change how the cycle feels even while the headline economy keeps walking forward. S&P data showed qualifying U.S. corporate bankruptcy filings hit 785 in 2025, the highest annual total since 2010, with December alone printing 72 filings.

The month to month read through is simple, refinancing got harder, interest expense stayed sticky, and the weakest balance sheets started to snap, one by one. Market Intelligence also showed the pace was already running hot by midyear, with first half 2025 filings at the highest level since 2010.

On the household side, the stress is even easier to picture, because it shows up at the checkout line. The NY Fed reported total household debt hit $18.8 trillion in Q4 2025, up $191 billion in the quarter, with credit card balances at $1.28 trillion.

Credit card distress has been rising too, the NY Fed charts show around 13% of credit card balances were 90+ days delinquent in Q4 2025, and the quarterly transition into 90+ day delinquency for credit cards sat around 7% of balances.

Younger borrowers are carrying the sharpest edge of that pressure, the NY Fed age breakdown shows 18–29 running around the 9–10% zone for serious delinquency transitions on credit cards, with 30–39 close behind.

This mix changes the tone of 2026. It looks like a late-cycle grind where cracks spread through weaker corners, and policymakers get pulled closer to the easing playbook as the year goes on.

That matters for Bitcoin because Bitcoin trades the path of liquidity, risk appetite, and forced selling, long before a recession label ever shows up on a calendar.

The macro read-through for 2026 looks like friction, not collapseThe reason I keep pushing back on the “everything must crash together” framing is that the world’s forward-looking plumbing keeps pointing to a muddle-through environment.

The IMF describes the global economy as steady, with technology investment and adaptability offsetting trade policy headwinds. The World Bank uses the word resilient, and it explicitly talks about easing financial conditions cushioning the slowdown. The OECD highlights fragilities, but it still sits in a forecast world where growth continues.

On the higher-frequency side, the J.P.Morgan Global Composite PMI for January printed 52.5, and S&P Global’s own read-through says that level has historically lined up with global GDP running around a 2.6% annualised pace. That is boring growth, it is also growth.

Trade is the other place people expect to see the world cracking first, and it is complicated there too. The UNCTAD trade update going into 2026 talks about pressure from fragmentation and regulation, but pressure is different to collapse. The Kiel Trade Indicator is useful here because it sits closer to real-time than most macro data, and it helps you separate shipping drama from actual demand conditions.

The Bitcoin security budget looks like winter already arrivedMy original bear thesis leaned on miner economics for a reason. Miner economics is where Bitcoin’s real-world costs meet its market structure.

On Jan. 29, miners earned about $37.22 million in daily revenue. On the same date, total transaction fees paid per day were about $260,550.

That fee share works out to roughly 0.7%.

That number matters because it tells you how the chain is being secured in practice. Fees have been a rounding error, the system has been leaning on issuance, and issuance steps down on schedule. That forces the burden back onto price, and hash economics, when conditions get tighter.

You can feel it in the live fee market too. The mempool feed has had next-block median fee projections that look sleepy for long stretches, exactly the kind of environment where a sharp price leg can arrive without any “macro” headline attached.

This is why the $49,000 to $52,000 zone still makes sense to me as a cycle floor. It is the level where the market tends to stop debating narratives and starts transferring inventory, from forced sellers and impatient holders to allocators who have been waiting for a number they can size into.

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The ETF era gave us a clean stress gauge, and the gauge has been flashingThe second pillar of my framework is flow elasticity, and the ETF pipe is the cleanest version of that idea.

In late January, flows looked like risk appetite was leaking out even while the price was trying to hold together.

On Farside, there were multiple heavy outflow prints, including roughly -$708.7 million on Jan. 21 and -$817.8 milion on Jan. 29, and the year-to-date total was negative by around -$1.095 billion at the time of my Jan. 30 check-in. Since then, total yearly flows have reached -$1.8 billion, with $1 billion leaving Fidelity's FBTC alone.

Those are the kinds of numbers that change the psychology of dips. In the friendly version of the ETF era, down days bring steady net buying, because allocators treat weakness like inventory. In the stressed version, the pipe becomes a drain, and the market has to find a clearing price that turns the drain back into a bid.

The important part is that this dynamic can play out while the rest of the world looks fine. Stocks can grind higher, growth forecasts can stay intact, and Bitcoin can still have a violent internal reset because its dominant marginal buyer and seller are now visible through a daily flow table.

Miners are running two businesses now, and that changes how drawdowns feelThe public-interest angle in this cycle is that miners have stopped being simple Bitcoin margin machines.

A lot of them now look like power and infrastructure operators, with a Bitcoin division attached.

That shift matters for two reasons.

First, it changes survival math. If you have a second revenue stream, you can keep the lights on through a low-fee environment, and you can keep financing capex even when hash economics feel tight.

Second, it changes behaviour under stress. A miner with a compute roadmap might sell Bitcoin more mechanically to fund buildouts, or protect liquidity for power contracts, or curtail in ways that make network conditions more elastic at the exact moment the market wants stability.

You can see the shape of this shift in public announcements. TeraWulf signed long-duration AI hosting agreements tied to large-scale capacity, with Google involved in the structure per the company’s release. DataCenterDynamics reported that Riot has been evaluating options to pivot capacity toward AI and HPC as well.

Zoom out and picture what that means on the ground. Teams negotiating power, managing shareholders, planning data halls, buying machines, and still competing in the harshest hash race on earth. That is a lot of moving parts, and moving parts create reflexive market behaviour when the price starts sliding.

This is why I believe the market feels like winter under the hood even when the chart has not delivered the full cathartic flush yet.

Why a $49k-style bottom still fits, even if 2026 stays economically boringPut the pieces together and the path is pretty simple.

Macro looks resilient enough that a synchronized global risk event has slipped out of the centre lane. The Polymarket recession odds reflect that. The growth forecasters, the IMF, the World Bank, the OECD, sit in the same neighbourhood.

Bitcoin’s internals still look strained, fees as a share of miner revenue have been tiny, ETF flows have shown real risk-off windows, and the fee market has looked lethargic on mempool.

That combination builds tension.

Tension usually resolves with a fast move, two or three sharp legs lower, a moment where leverage gets rinsed, and a new buyer base steps in with conviction.

One more thing ties this together, the stress building in the real economy has started to show up in places that markets often ignore until they cannot.

The S&P bankruptcy counts and the NY Fed delinquency charts both point to the same reality, a lot of companies and households are running out of slack at the margin. That does not require a stock market crash to matter.

It tightens credit, it drags on discretionary spending, it raises the odds that rates drift lower over time, and it sets up the kind of policy response that tends to arrive after the strain becomes obvious in the data.

A final flush can still happen on Bitcoin specific mechanics, fees staying depressed, miner economics getting squeezed, ETF flow tables staying sloppy. The macro layer adds a second ingredient, a world where stress rises quietly, and the path toward easier conditions gets shorter.

If the market delivers the mechanical reset, the liquidity regime can turn friendlier on the other side of it, and that is the part of the story I care about most.

My $49,000 to $52,000 zone is still my base case for that kind of transfer. It is close enough to feel plausible from here, and it is psychologically clean enough to attract size, especially from allocators who have been waiting for sub-$50,000 to treat Bitcoin as inventory.

The macro wildcards still exist, and they always will. Geopolitics can always break the neat forecast world. The market for a China-Taiwan escalation has been actively traded on Polymarket, and those odds move fast when headlines hit.

My focus stays boring on purpose. Fees, ETF flows, miner behaviour.

If those stay weak while price keeps bleeding, the odds of a sharp print into the $40,000s stay alive, even if the world economy keeps trudging forward and stocks keep acting like nothing is wrong.

Mentioned in this articlePosted in

Ripple has officially participated in the United States Federal Reserve’s public discussion process regarding the Reserve Bank Payment Account pilot proposal under Docket OP-1877. 

The fintech company is engaging in a conversation that could lead to non-bank financial institutions accessing central bank accounts without depending on intermediary commercial banks. 

Under OP-1877, the Fed governors stated, “Any institution that is legally eligible for Federal Reserve accounts or services (accounts and services) under the Federal Reserve Act would be eligible to request a Payment Account from a Reserve Bank. The Payment Account prototype does not seek to expand or otherwise change legal eligibility for access to accounts and services.”

Ripple says model aligns with transparency and financial stability goals The initiative is currently in its exploratory stage. The docket OP-1877 concerns whether the Fed should provide specialized accounts to specific non-bank institutions. Ripple based its response on enhancing the safety, efficiency, and resiliency of the US payment system.

🚨 JUST IN: #Ripple Engages Fed Consultation on OP-1877 Payment Account Pilot. pic.twitter.com/egOHTZKu1g

— RippleXity (@RippleXity) February 12, 2026

“As a leader in enterprise blockchain, stablecoin and cross-border payment solutions, Ripple is committed to the safety, efficiency and modernization of the US payment system,” the company wrote. Ripple noted that changing account structures will likely reflect the increasing significance of real-time digital finance. 

Ripple stated that this model is consistent with regulatory objectives of transparency and financial stability. According to market analysts, for the RLUSD stablecoins, the initiative can minimize counterparty risk with the commercial bank. It can make the settlement process more reliable during periods of stress. 

This follows a robust growth as RLUSD. As reported by Cryptopolitan, the stablecoin reached a supply of $1.2 billion after 14 months of launch. This represents approximately a 10× year-over-year increase and reflects the stablecoin’s rapid traction.

The $1.2 billion milestone marks a 20% increase since RLUSD reached a supply of over $1 billion on the ETH blockchain in November. It hit this milestone just a few days after hitting $900 million in October of last year.

On-chain data showed that the supply of Ethereum’s RLUSD rose by 2.40% over the last seven days and by 11.54% over the last month. The supply of XRPL increased by 4.50% over the past month, driven by continued issuance and adoption across both networks.

RLUSD’s market capitalization is $1.52 billion, up 9.85% over the previous 30 days. There are 41,277 active holdings, including 3,206 active addresses, and a 30-day trading volume of $3.2 billion. 

Meanwhile, Cryptopolitan has reported that Binance has finalized the integration of Ripple’s RLUSD stablecoin on the XRP Ledger network and is preparing withdrawals once liquidity conditions are met. In its public statement, Binance confirmed that the integration enables users to transfer RLUSD directly through the Ripple-made blockchain network. 

Overall, Ethereum led the stablecoin ecosystem, accounting for $163.6 billion of the total market capitalization. TRON came in second with $83.7 billion, Solana with $16.3 billion, BNB Chain with $12.7 billion, and Arbitrum with $7.7 billion.

XRP struggles below key resistance levels Data from SosoValue shows that XRP ETFs recorded zero daily net inflows during their last trading session. This follows single-day inflows of $3.26 million on Feb. 11 and $6.31 million on Feb. 10. 

This silent movement of XRP funds reflects a pause in investor activity, possibly out of caution, even as market watchers pointed to potential recovery signals in XRP’s price.

Meanwhile, Ripple’s native coin has already broken support levels and failed to hold major resistance. Now, it is attempting a comeback after a 2% surge in the past 24 hours, as volume is also up almost 20% 

The main short-term support area sits between $1.34 and $1.28. Analysts expect high volatility inside this zone due to thin liquidity. If the market stabilizes in this range, XRP could find temporary support and attempt a recovery. However, the level may not hold if broader financial markets weaken.

Bitcoin’s recent slide has left traders squinting at charts and asking the same blunt question: correction or crash? Prices have tumbled sharply, but some market watchers still see this as a deep pullback inside a longer uptrend. Others warn the data points to something colder.

Price Decline And Hard Numbers According to XWIN Research’s CryptoQuant analysis, Bitcoin has fallen about 46% from a peak near $126,000 and now trades around $67,900 after five straight months of losses.

The Fear & Greed Index sits at 14 — a reading labeled Extreme Fear. Reports note that net realized losses recently hit over $13 billion, a level that matched the worst stretches of the 2022 slump.

In 2024, roughly $10 billion of inflows helped lift market cap. Then in 2025, more than $300 billion flowed in while the overall market value shrank. That odd mix of heavy inflows and falling market cap suggests selling pressure is higher than fresh buying.

How Rising Prices Are Masking a Quiet Shift in Bitcoin’s Structure

“The base scenario is that Bitcoin may already be entering winter, with higher prices and stronger structure delaying recognition.” – By @xwinfinance

Read more ⤵️https://t.co/7soxNoBhqi pic.twitter.com/fEsSXpAmuK

— CryptoQuant.com (@cryptoquant_com) February 11, 2026

Capital Flows Versus Price Action Based on reports, the capital flow numbers are the most awkward fact for bulls. Money moved in, but value fell. Who was selling into that demand? Large holders, paper traders, or complex derivatives desks might have taken profits or hedged positions.

The data alone doesn’t name the seller, but the pattern is a red flag. On-chain measures also reveal shrinking realized gains even as prices remained far above prior bear-era levels. That tends to weaken the internal strength of the market over time.

Sentiment And Historical Echoes Some traders point to a quirk of memory: high nominal prices make pain feel milder. People don’t want to relive the chaos of 2022. Reports say the launch of spot ETFs and deeper institutional access have changed the market’s plumbing, and that gives many confidence.

Bitcoin is now trading at $67,918. Chart: TradingView Yet sentiment readings at extreme fear often show up near capitulation points. It’s worth remembering that in 2022 realized losses peaked about five months before the market bottom, which means big losses can precede a final low by a long stretch.

Technical Patterns And The Bigger Picture Bitcoin posted four consecutive losing months and a 41% decline across that stretch — a streak last seen during 2018 rather than 2022. That pattern matters because similar sequences have led to extended downturns in the past.

Bitcoin At A Crossroads As XWIN Flags Early Signs Of Crypto Winter For XWIN Research, the message is simple: price alone does not define the cycle. What matters is who is buying, who is selling, and whether demand can absorb supply without market value shrinking.

Right now, that balance looks strained. Until inflows begin translating into sustained market cap growth and realized losses cool meaningfully, the firm believes the market should be treated with caution rather than optimism. Winter may not have fully arrived, but based on the data, the temperature is clearly dropping.

Featured image from Unsplash, chart from TradingView

World Liberty Financial (WLFI), a decentralized finance (DeFi) platform backed by the family of US President Donald Trump, announced on Thursday that it will launch foreign currency exchange (FX) and remittance services for its users.

The planned foreign exchange and remittance platform, called World Swap, seeks to challenge traditional remittance and FX service providers with lower fees and a simplified user interface, according to Reuters.

Daily global FX trading volume surpassed $9.6 trillion in April 2025, according to a report from the Bank of International Settlements (BIS), and the personal remittances market topped $892 billion in annual volume in 2024, according to data from the World Bank.

Annual remittances volume from 1970 to 2024. Source: World BankNo exact timeline was given for the rollout. Cointelegraph reached out to World Liberty Financial but did not receive a response by the time of publication.

The expansion into FX and remittances follows WLFI's application for a national trust bank charter in January and the launch of World Liberty Markets, a lending platform, as WLFI continues to grow while attracting scrutiny from Democratic lawmakers in the US.

World Liberty Financial faces probe following foreign investment tiesIn January, the Wall Street Journal published a report revealing that an investment vehicle registered in the United Arab Emirates purchased a 49% stake in WLFI for $500 million, four days before the Trump inauguration on Jan. 20, 2025.

The investment vehicle, Aryam Investment 1, is backed by United Arab Emirates National Security Advisor Sheikh Tahnoon bin Zayed Al Nahyan.

The report triggered a probe into WLFI and the transaction from Democratic Representative Ro Khanna. “This is about public trust and transparency,” the California lawmaker said. 

Trump denied knowledge of the deal. “My sons are handling that — my family is handling it,” Trump said, adding, “I guess they get investments from different people.”

Representative Stephen Lynch on Wednesday questioned Securities and Exchange Commission Chair Paul Atkins about the World Liberty Financial deal and Trump’s crypto projects. Source: US House Committee on Financial ServicesHowever, Democratic lawmakers voiced concerns about the deal during a US House Committee on Financial Services hearing on Wednesday.

Massachusetts Representative Stephen Lynch and California Representative Maxine Waters characterized the deal as a potential national security threat that could allow the president’s office to peddle influence and engage in foreign pay-to-play schemes.

Magazine: Quitting Trump’s top crypto job wasn’t easy: Bo Hines

Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy

Wall Street expects a year-over-year increase in earnings on higher revenues when PTC Therapeutics (PTCT - Free Report) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 19. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis biopharmaceutical company is expected to post quarterly loss of $0.21 per share in its upcoming report, which represents a year-over-year change of +12.5%.

Revenues are expected to be $304.72 million, up 43% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 15.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for PTC Therapeutics?For PTC Therapeutics, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +133.56%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that PTC Therapeutics will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that PTC Therapeutics would post a loss of$1.19 per share when it actually produced earnings of $0.20, delivering a surprise of +116.81%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

PTC Therapeutics appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Medical - Biomedical and Genetics industry, BioMarin Pharmaceutical (BMRN - Free Report) , is soon expected to post earnings of $0.25 per share for the quarter ended December 2025. This estimate indicates a year-over-year change of -72.8%. This quarter's revenue is expected to be $829.66 million, up 11% from the year-ago quarter.

The consensus EPS estimate for BioMarin has been revised 1.2% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that BioMarin will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Opendoor Technologies Inc. (OPEN - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 19. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +27.3%.

Revenues are expected to be $596.39 million, down 45% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.67% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Opendoor Technologies?For Opendoor Technologies, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -8.00%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Opendoor Technologies will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Opendoor Technologies would post a loss of$0.07 per share when it actually produced a loss of -$0.08, delivering a surprise of -14.29%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Opendoor Technologies doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Internet - Software industry, Waystar Holding (WAY - Free Report) , is soon expected to post earnings of $0.39 per share for the quarter ended December 2025. This estimate indicates a year-over-year change of +34.5%. Revenues for the quarter are expected to be $294.61 million, up 20.7% from the year-ago quarter.

The consensus EPS estimate for Waystar has been revised 1.5% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +1.82%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Waystar will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The market expects N-able (NABL - Free Report) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on February 19, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis provider of cloud-based software services is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents no change from the year-ago quarter.

Revenues are expected to be $127.14 million, up 9.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for N-able?For N-able, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +5.26%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that N-able will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that N-able would post earnings of $0.09 per share when it actually produced earnings of $0.13, delivering a surprise of +44.44%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

N-able appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAmong the stocks in the Zacks Technology Services industry, Amplitude, Inc. (AMPL - Free Report) , is soon expected to post earnings of $0.04 per share for the quarter ended December 2025. This estimate indicates a year-over-year change of +100%. This quarter's revenue is expected to be $90.09 million, up 15.3% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Amplitude has remained unchanged. Nevertheless, the company now has an Earnings ESP of -9.09%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Amplitude will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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LOS ANGELES, Feb. 12, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Bath & Body Works, Inc. (“Bath & Body Works” or “the Company”) (NYSE: BBWI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between June 4, 2024 and November 19, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before March 16, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Bath & Body Works’ strategy of seeking “adjacencies, collaborations and promotions” failed to grow its customer base and net sales. The Company then resorted to brand collaborations to “carry quarters” despite weak financial results. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Bath & Body Works, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

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

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE:

 The Schall Law Firm

COST trades at 46.21X forward P/E, below its median but above peers, while renewal rates, comps and digital sales stay strong, making it a hold for now.

RDDT shares are under pressure amid macro headwinds and stiff competition, but strong ad momentum and AI-driven tools could shape what comes next.

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Embracer Group AB (publ) (EBCRY) Q3 2026 Earnings Call February 12, 2026 3:00 AM EST

Company Participants

Philip Rogers - Chief Executive Officer
Muge Bouillon - Group CFO

Conference Call Participants

Nicolas Langlet - BNP Paribas, Research Division
Jacob Edler - Danske Bank A/S, Research Division
Amar Galijasevic - DNB Carnegie, Research Division
Simon Jönsson - ABG Sundal Collier Holding ASA, Research Division
Erik Larsson - SEB, Research Division
Rasmus Engberg - Kepler Cheuvreux, Research Division

Presentation

Philip Rogers
Chief Executive Officer

Thank you. And good morning, everyone, and thank you for joining our webcast today. And let's just take a moment to set the scene on the performance today, but really the performance of Kingdom Come: Deliverance II, which 5 million copies sold that was announced today, but actually achieved within the first year from launch. And we've talked a lot about core IP at our recent conferences. And I think this is a great example of a core IP, an owned IP created by our studio, Warhorse, based in Prague, and a studio sitting at the center of our future strategy as we build out games, delighting millions of players around the world.

Keeping on the game theme, last night, European time, the press embargo lifted for REANIMAL. We're now 1 day from launch. We have a strong set of reviews from critics. The most important steps, of course, are ahead, and this is getting the game into the hands of gamers. It really does bode well for horror Adventure fans for Friday the 13th.

But now we'll come to look at our highlights for Q3. Overall, our Group 3 results reflect delivery above plan on both revenue and adjusted EBIT. Total net sales were SEK 5.2 billion, an 8% organic drop year-over-year, which we'll see today comes across from all of our segments, but mainly in Entertainment & Services, which had some

Ipsen S.A. (IPSEY) Q4 2025 Earnings Call February 12, 2026 8:00 AM EST

Company Participants

David Loew - MD, CEO & Director
Aymeric Le Chatelier - Executive VP & CFO

Conference Call Participants

Charles Pitman - Barclays Bank PLC, Research Division
Xian Deng - UBS Investment Bank, Research Division
Simon Baker - Rothschild & Co Redburn, Research Division
Richard Vosser - JPMorgan Chase & Co, Research Division
Victor Floch - BNP Paribas, Research Division
Lucy-Emma Codrington-Bartlett - Jefferies LLC, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Ipsen's Conference Call and Webcast on full year 2025 results. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, David Loew, Ipsen's CEO. Please go ahead.

David Loew
MD, CEO & Director

Thank you, operator, and hello, everyone. I'm delighted to welcome you to our presentation this afternoon, which can also be found on ipsen.com. I want to use the time we have together to focus on the progress Ipsen delivered in 2025 and on the future opportunities and platforms for growth.

Please turn to Slide 2. Please take note of our forward-looking statements, which outline the routine risks and uncertainties contained within this presentation. Also, all of my comments on growth will be based on constant exchange rates.

Please turn to Slide 3. I'm going to take you through the presentation of our latest business update followed by our CFO, Aymeric Le Chatelier, who will take you through the financials. And finally, I will provide an R&D update. At the end of the presentation, we will open the Q&A session. Let's begin by looking at today's highlights.

Please turn to Slide 4. Turn to Slide 5. Today's headlines illustrates how we are continuing to deliver strong and

, /PRNewswire/ -- Global talent solutions and business consulting firm Robert Half (NYSE: RHI) has appointed Ryan Skubis to senior district president, business operations modernization. In this newly created role, Skubis will lead efforts to strengthen the company's operational infrastructure, advance technology adoption and accelerate strategic initiatives supporting teams and customers worldwide.

Ryan Skubis Skubis joined Robert Half in 1999 and has held numerous leadership roles during his tenure. Most recently, he served as senior district president for talent solutions, overseeing operations across the Southeastern U.S. He has played a key role in several major modernization initiatives, including the expansion of Robert Half's proprietary AI and business development tools.

"Modernizing our operations is essential to delivering exceptional experiences for our clients, candidates and employees," said Paul F. Gentzkow, president and CEO of talent solutions at Robert Half. "Ryan brings deep institutional knowledge, a strong track record of leading transformation and the ability to turn strategy into action. His leadership will be critical as we continue investing in the future of our business."

About Robert Half
Robert Half is the world's first and largest specialized talent solutions and business consulting firm, connecting highly skilled job seekers with rewarding opportunities at great companies. We offer contract talent and permanent placement solutions in the fields of finance and accounting, technology, marketing and creative, legal, and administrative and customer support, and we also provide executive search services. Robert Half is the parent company of Protiviti®, a global consulting firm that delivers internal audit, risk, business and technology consulting solutions. In the past 12 months, Robert Half, including Protiviti, has been named one of the Fortune® Most Admired Companies™ and 100 Best Companies to Work For. Explore talent solutions, research and insights at RobertHalf.com.

SOURCE Robert Half

An updated edition of the Dec. 23, 2025 article.

Cybersecurity has become one of the top priorities for organizations. Businesses today face nonstop attacks, whether through ransomware, phishing or large-scale data breaches. These cyberattacks do not just disrupt operations. They threaten financial stability and long-term brand reputation.

That’s why cybersecurity has become one of the fastest-growing global industries. Fortune Business Insights expects that the global cybersecurity market will jump from $218.98 billion in 2025 to nearly $699.39 billion by 2034, a 13.8% compound annual growth rate. This surge reflects not only stronger demand but also the growing complexity of digital networks, new compliance requirements and the urgent need to protect critical data. Leaders like Palo Alto Networks (PANW - Free Report) , CrowdStrike Holdings (CRWD - Free Report) and Fortinet (FTNT - Free Report) are already monetizing this demand with platforms built for modern threats.

Today’s attacks are smarter and faster than ever, and traditional security tools are falling behind. This is where artificial intelligence (AI) comes in. AI can analyze vast volumes of data and detect potential threats before they escalate. It shifts cybersecurity from reactive to proactive. The pace at which threats emerge means companies need to automate their detection and response processes, and AI is the most promising way to do that.

Companies like Palantir Technologies (PLTR - Free Report) , Cisco Systems (CSCO - Free Report) and A10 Networks (ATEN - Free Report) are leaning heavily into AI. They're upgrading their platforms to detect and respond to threats more quickly and intelligently. This not only makes their products more valuable to customers but also gives them a stronger position in a fast-growing industry.

Our Cybersecurity Screen makes it easy to identify high-potential stocks at any given time, just like the four mentioned above. Leveraging advanced tools, our thematic screens identify companies shaping the future, making it easier to capitalize on emerging trends.

Ready to uncover more transformative thematic investment ideas? Explore 37 cutting-edge investment themes with Zacks Thematic Screens and discover your next big opportunity.

3 Cybersecurity Stocks to BuyPalantir Technologies builds and deploys software platforms for the intelligence community to help in counterterrorism investigations and operations across the United States and internationally.

Palantir Technologies’ AI strategy is comprehensive, combining its proprietary Foundry and Gotham platforms with a solid plan to promote AI adoption across both government and commercial sectors. Its AI Platform (“AIP”) is the backbone of these capabilities, enabling organizations to process large datasets and derive real-time insights. This is especially valuable in sectors requiring extensive data integration, such as defense, healthcare, finance and intelligence, where operational efficiency and decision-making speed are critical.

In the government sector, Palantir Technologies is aligning its AI strategy with U.S. defense priorities. Its work in high-profile initiatives, such as the Department of Defense’s Open DAGIR project, highlights its ability to modernize military operations through AI-driven solutions where data interoperability and real-time decision-making capabilities are imperative. These capabilities solidify Palantir Technologies’ position as a key player in the defense sector. In the commercial space, PLTR's AIP boot camps — providing hands-on experience to more than 1,000 companies — have proven instrumental in customer acquisition.

With the global cybersecurity market rapidly expanding, this Zacks Rank #2 (Buy) company’s deep integration of AI not only enhances its competitive edge but also provides an opportunity for sustainable revenue growth. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Cisco Systems offers cybersecurity products and services that prevent unauthorized access to system resources and protect from worms, spam, viruses and other malware. The company has been integrating AI into its product portfolios across networking, security, collaboration and observability.

Strong demand for Cisco’s products in developing AI infrastructure has been a game-changer for the company. In the second quarter of fiscal 2026, the company received $2.1 billion worth of AI infrastructure orders from web-scale customers.

Data center switching orders continue to register solid year-over-year growth in the second quarter of fiscal 2026, implying strong demand. These orders are coming from some of the biggest players in cloud computing and reflect a growing demand for AI-optimized networks. Cisco Systems is expanding its AI portfolio for data centers with new solutions like the Unified Nexus Dashboard, Cisco Intelligent Packet Flow, configurable AI PODs, and 400G bidirectional (BiDi) optics.

As cyber threats become more sophisticated, Cisco Systems’ AI-powered platform gives it a competitive edge. These innovations are likely to accelerate customer adoption and support strong long-term revenue growth for this Zacks Rank #2 company.

A10 Networks provides software-based application networking solutions. A10 Networks is embedding AI across its security and infrastructure stack, and these initiatives are increasingly shaping its growth outlook. Its Advanced Core Operating System now includes an integrated AI stack that can interface directly with customer AI inference and generative AI systems, helping optimize performance and reduce infrastructure complexity. This allows A10 Networks solutions to offload compute-heavy tasks from GPUs and CPUs, improving throughput and latency for AI workloads, an advantage as enterprises scale AI deployments.

The company is also building AI-native security tools. Its AI firewall protects large language models by inspecting prompt-level traffic to detect threats like data leakage and prompt injection. Its DDoS (Distributed Denial of Service) solutions use machine learning and automated mitigation to detect anomalous behavior and block attacks in real time.

These capabilities are already gaining traction. Microsoft selected A10 to help secure mission-critical generative AI workloads, highlighting demand for its technology in hyperscale environments. By securing AI infrastructure and improving performance for AI workloads, A10 Networks is positioning itself as a critical enabler of enterprise AI adoption. ATEN currently carries a Zacks Rank #2.

Key Takeaways Energy Fuels has rallied 134% in six months, beating industry, sector and uranium peers.UUUU is expanding rare earth capacity at White Mesa and acquiring Australian Strategic Materials.Energy Fuels expects a wider 2025 loss despite higher uranium volumes and long-term contracts. Energy Fuels (UUUU - Free Report) has rallied 134.2% in the past six months, significantly outperforming the non-ferrous mining industry’s 81.3% growth,  the Zacks Basic Materials sector’s 31% gain and the S&P 500’s 9.8% climb.

The stock has also beaten peers like Centrus Energy (LEU - Free Report) , Uranium Energy (UEC - Free Report) and Cameco (CCJ - Free Report) , as shown in the chart below. 

UUUU’s Performance vs. Industry, Sector, S&P 500 & Peers
Image Source: Zacks Investment Research

Before investors chase this powerful run, it is important to examine what is driving the momentum, the sustainability of UUUU’s growth and the associated risks.

UUUU’s Recent Efforts in Growing Rare Earth PresenceBuilding a "Mine-to-Metal & Alloy" REE champion: Last month, Energy Fuels inked a deal to acquire Australian Strategic Materials, a leading producer of REE (rare earth element) metals and alloys.  This will combine Australian Strategic Materials’ operating Korean Metals Plant (KMP) and its planned American Metals Plant with Energy Fuels' existing REE oxide production at its White Mesa Mill. Expected to close in the first half of this year, the deal will help create the largest, fully integrated REE "mine-to-metal and alloy" producer outside of China.

REE Expansion Project at White Mesa Mill: Energy Fuels is planning a Phase 2 expansion of REE processing at White Mesa, increasing Neodymium and praseodymium (NdPr) oxide capacity from roughly 1,000 tons per year to more than 6,000 tons annually. With an estimated capital cost of $410 million and projected all-in production costs of $29.39/kg NdPr equivalent, the company expects its REE operations to rank among the lowest-cost producers globally. The expansion could play a pivotal role in rebuilding a competitive U.S.-based rare earth supply chain.

Vara Mada Shows Strong Economics: The feasibility study for the Vara Mada project (previously Toliara) in Madagascar highlights strong project economics, world-class reserves of rare earths, titanium and zircon, and an initial mine life of 38 years with significant expansion potential.

Breakthroughs in Magnet-Grade Rare Earth Production: In December, the 99.9% purity dysprosium oxide produced at its White Mesa Mill passed the stringent quality check requirements of a major South Korean permanent magnet manufacturer. This follows the earlier qualification of its NdPr oxide (another key ingredient in REPMs) for use in NdFeB magnet applications.  These achievements position it among the very few U.S. companies capable of supplying both “light” (NdPr) and “heavy” rare earth oxides that are qualified for permanent magnet applications, representing a meaningful step toward rebuilding a secure domestic and allied rare earth ecosystem.  

Energy Fuels’ Uranium Mines Continue to OutperformThe Pinyon Plain Mine in Arizona and La Sal Complex in Utah produced more than 1.6 million pounds of uranium through 2025, exceeding the upper end of its guidance by approximately 11%. 

Current operations are running at an annualized rate of about 2 million pounds of recoverable uranium, a level management expects to sustain through 2026. Additional exploration drilling is planned in the Juniper Zone at Pinyon Plain in 2026 to further delineate and potentially expand the resource base.

UUUU Headed for Y/Y Decline in Revenues, Loss in 2025Despite operational momentum, near-term financials remain pressured. In December, Energy Fuels announced uranium sales volume for the fourth quarter of 2025 to be around 360,000 pounds, reflecting a 50% sequential rise. At an average price of around $74.93 per pound, uranium revenues for the quarter are expected to be $27 million. UUUU sold 50,000 pounds of uranium at $80.00 per pound in the fourth quarter of 2024, generating uranium revenues of around $40 million. The company is expected to report its fourth-quarter 2025 results later this month. 

This will likely take its yearly total uranium sales volumes to 650,000 pounds at an average price of $74.15 per pound. In 2024, the company had sold 450,000 pounds at an average price of $84.23.  Despite higher sales volumes, the lower realized prices are weighing on its revenues.  In addition, elevated exploration, development, processing and administrative expenses are expected to result in a full-year loss. Although lower-cost Pinyon Plain ore processing beginning in the fourth quarter is likely to have provided some margin relief, profitability remains elusive.

The Zacks Consensus Estimate for Energy Fuels’ 2025 earnings is currently pegged at a loss of 34 cents per share, wider than the loss of 28 cents reported in 2024. The bottom-line estimate for 2026 is also pegged at a loss of 14 cents per share.

Image Source: Zacks Investment Research

Both the estimates have undergone negative revisions, as shown in the chart below.

Image Source: Zacks Investment Research

Energy Fuels Provided Upbeat Long-Term Sales OutlookThe company has secured two uranium supply contracts with U.S. nuclear utilities covering deliveries from 2027 through 2032. With these agreements, Energy Fuels expects to sell 780,000–880,000 pounds of uranium under long-term contracts in 2026, while retaining flexibility to sell into the spot market. 
From 2027-2032, its current six long-term contracts represent delivery commitments totaling 2.41-4.41 million pounds of uranium, leaving significant additional uncommitted low-cost uranium for sale.

UUUU’s Balance Sheet Remains Debt-FreeEnergy Fuels ended the third quarter with $298.5 million of working capital, including $94 million of cash and cash equivalents, $141.3 million of marketable securities, $12.1 million of trade and other receivables, $74.4 million of inventory and no debt.

The company, like its peer Uranium Energy, has no debt on its balance sheet. Meanwhile, Cameco’s debt-to-capital ratio is at 0.13 and Centrus Energy’s at 0.77.

Energy Fuels’ Valuation Appears StretchedEnergy Fuels is trading at a forward price/sales (P/S) of 49.83X, well above the industry average of 5.19X. The company’s Value Score of F suggests that the stock is not so cheap and has a stretched valuation at this moment.

Image Source: Zacks Investment Research

Meanwhile, Centrus Energy and Cameco are cheaper alternatives than UUUU, with P/S of 7.82X and 20.66X, respectively. Uranium Energy is trading at a loftier P/S of 76.64.

UUUU’s Long-Term Investment Thesis IntactDemand growth for uranium and rare earth elements, coupled with U.S. efforts to reduce dependence on China, provides structural tailwinds for the company. The inclusion of uranium on the U.S. Geological Survey’s 2025 Critical Minerals List further underscores its national security importance. White Mesa’s unique capability as the only U.S. facility to be able to process monazite and produce separated REE materials gives the company an edge. 

Backed by its debt-free balance sheet, Energy Fuels is ramping up uranium production while developing significant REE capabilities. The Whirlwind mine and Nichols Ranch ISR project are capable of producing within a year of a “go” decision. This could lift annual production to more than 2 million pounds by 2026. Advancing major projects like the Roca Honda Project and the Bullfrog Project in Utah, which, together with its Sheep Mountain Project, could expand the company’s uranium production to a run-rate of up to 5 million pounds annually in the coming years.

Our Final Take on UUUU StockEnergy Fuels presents a compelling long-term growth story, backed by a strong balance sheet, expanding uranium production and an increasingly strategic rare earth platform.However, after a 134% rally, the stock trades at a premium valuation and faces near-term losses through 2027. It has also seen downward earnings revisions. New investors can consider waiting for a better entry point.

UUUU currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Are SHIB bulls about to face another massive setback?

Shiba Inu (SHIB) has lately been a pale shadow of its former self, with its valuation tumbling by double digits in a matter of weeks.

According to some analysts, the bad days for the bulls might be just starting.

Devastating Crash Ahead? As of press time, SHIB trades at around $0.000006127, representing a 20% decline on a 14-day scale. Its market cap slipped to around $3.6 billion, making it the 30th-biggest cryptocurrency. Recall that it ranked much higher in the spring of last year when the capitalization neared $10 billion.

One popular analyst who touched upon the meme coin’s downfall is Ali Martinez. He claimed that the recent drop below $0.00000667 could have opened the door to a much deeper collapse to as low as $0.00000138. Such a move south would represent a whopping 77% crash from current levels.

Several key indicators also suggest that SHIB’s price could be headed for a further plunge. Over the past 24 hours, the Shiba Inu team and community have burned a negligible 483 coins, representing a 99% decline from yesterday’s figure.

The ultimate goal of the mechanism, adopted in 2022, is to reduce the meme coin’s overall supply, potentially making it more valuable in time (assuming demand remains constant or heads north). Data shows that the current circulating supply is roughly 585.46 trillion tokens after more than 410.7 trillion SHIB have been scorched over the years.

SHIB Supply, Source: shibburn.com Meanwhile, Shibburn – the X account spreading information about the recent token burns – has been inactive lately. The last update on the matter, from January 9, showed that the daily and weekly burn rates have been unimpressive.

You may also like: Whales Can’t Get Enough of Meme Coins as FLOKI Explodes 950% DOGE, SHIB, PEPE Explode: Is Meme Coin Frenzy Back in Full Force? Shiba Inu’s Relative Strength Index (RSI) supports the bearish scenario. Over the past few hours, the metric’s ratio exceeded 70, indicating the asset is overbought and could be gearing up for a pullback. The technical analysis tool ranges from 0 to 100, where readings between 30 and 70 are considered neutral, whereas anything below 30 may be viewed as a buying opportunity.

SHIB RSI, Source: RSI Hunter Can the Bulls Return? Contrary to Martinez’s grim prediction, the analyst who goes by the X moniker Vuori Trading argued that SHIB may explode in the foreseeable future.

They claimed that the asset remains in the “bear trap” stage, characterizing the setup as “pure manipulation before shooting higher.” The analyst set a target of “at least” $0.00014, which would be an all-time high and represent a staggering 2,200% increase from the ongoing valuation.

Despite the recent price plunge, SHIB investors don’t appear to be rushing to sell. In fact, CryptoQuant’s data shows that the number of coins stored on exchanges has declined over the past month. This trend signals a shift toward self-custody and reduces immediate selling pressure.

SHIB Exchange Reserves, Source: CryptoQuant Tags:

Solana network has experienced explosive growth in payment volume, outpacing both Web3 and Web2 platforms. The network’s payment volume grew 755% year on year, according to Artemis data.

The Solana network is currently leading all payment platforms across Web2 and Web3 in total payment volume. According to data from onchain data provider Artemis, Solana’s payment processing volume grew 755% year over year across all platforms, with total payment volume exceeding $1.8 billion.

Solana Network’s B2B payment volume rises by 9X in 16 months, onchain data shows Solana leads payments growth across all platforms, at +755% YoY.

While blockchains are winning growth (+755% on $6.5B), TradFi still owns volume (PayPal processes $1.8T). https://t.co/9bW2qfzIlA pic.twitter.com/k0BlKxdckJ

— Artemis (@artemis) February 11, 2026

In comparison, Artemis data showed that stablecoin payment volume increased by over 137% year over year as of August 2025, with B2B accounting for the largest share across all stablecoins. The data also shows that Solana’s B2B payment volume grew by 9X to $3.84 billion in just 16 months.

Solana Network has also witnessed massive growth in spot trading volume. A previous report by Cryptopolitan, dated January 5, highlighted that the network recorded $1.6 trillion in spot trading volume in 2025, outpacing major crypto exchanges.

Solana’s trading volume accounted for 11.92% of the global spot market according to onchain data. The network’s spot volume ranked it only behind Binance, which led the pack with $7.2 trillion. According to onchain data, Solana outperformed major crypto exchanges such as Bybit, Coinbase, and Bitget in 2025. 

Data from the open-source DeFi data aggregator DefiLlama shows that SOL’s monthly volume on decentralized exchanges outperformed major rivals such as Ethereum and BSC in most of 2025, peaking in January 2025 at $313.91 billion.

In the same month, Ethereum followed in second place with a total trading volume of $85.692 billion, while Base ranked third with $50 billion. Solana ended the year with total trading volume exceeding $1.5 trillion, while Ethereum clocked $950 billion.

SOL price dips, sending treasury firms tumbling However, SOL has had a rough start to the year amid the ongoing crypto winter. The crypto asset is down 9% over the last 7 days, according to CoinMarketCap data. SOL has declined by more than 35% year to date and is trading at $82.38 at the time of this publication.

The price decline has had a devastating impact on SOL treasury firms. Cryptopolitan recently reported that Solana treasury firms have seen their holdings decline after SOL fell nearly 40% over the last 30 days.

According to data from Coingecko, Forward Industries currently ranks first with 6.9 million Solana in its books, valued at $564.38 million. In comparison, Solana Company claims the second spot with 2.3 million SOL, valued at $187.8 million. The report noted that SOL’s price mirrored the massive liquidations that occurred on Friday, wiping out more than $300 million in long positions. 

Spot SOL ETFs have recorded net outflows of more than $10 million so far in February. Data from Sosovalue shows that these funds recorded inflows worth $478.90k on Wednesday after drawing $8.43 million from investors the previous day. The funds currently hold $673.99 million in net assets under management, which accounts for 1.49% of the crypto asset’s total market capitalization.

Solana’s daily validator count has fallen to its lowest level since 2021, below 800. The figures mark a significant decline from the network’s peak validator count of 2,500 recorded in early 2023. The decline in validator count could be a deliberate effort by the Solana Foundation, according to a previous Cryptopolitan coverage.

The report noted that the foundation implemented a deliberate behind-the-scenes restructuring to reshape validator conditions and requirements. The pruning phase led the Solana Foundation to offload many underperforming nodes amid efforts to improve the network’s quality and reliability.

The crypto market is beginning to return to the green zone as leading cryptocurrencies are beginning to show decent increases after the recent market crash.

While there are multiple indications that the market is seeing shifting sentiment and is about to see broad market resurgence, data from SosoValue shows that XRP ETFs recorded zero daily net inflows during their last trading session on Feb. 11.

This silent movement of XRP funds reflects a pause in investor activity, possibly out of caution, even as market watchers pointed to potential recovery signals in XRP’s price.

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XRP ETFs maintain $1.23 billion milestone despite zero twistAccording to the data, the U.S. XRP spot ETFs have retained massive cumulative net inflows of $1.23 billion even though they posted a daily total net inflow of $0.00.

While XRP has continued to hover below the $1.40 line, the flat inflow seen yesterday suggests that investors are taking a moment to observe the market following the repeated volatility recently seen across the broader crypto market.

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Following the dormant performance pulled off by XRP funds, all five funds, including Bitwise, Franklin Templeton and others, reported zero one-day net inflows and modest daily price declines of roughly 1% to 1.3%, alongside small premium or discount fluctuations.

While XRP ETFs have continued to show mixed momentum, they have maintained resilience as they have continued to pull in steady but low inflows, while other ETFs saw repeated withdrawals. XRP ETFs previously recorded single-day inflows of $3.26 million on Feb. 11 and $6.31 million on Feb. 10. 
 

Ripple and Stellar Lead the Charge in Transforming Cross-Border PaymentsTop crypto researcher SMQKE notes that only Ripple (XRP) and Stellar (XLM) are effectively offering DLT to correspondent banking infrastructures, positioning them to transform the more than $100 trillion cross-border payments industry.

Cross-border payments, long slowed by multiple intermediaries, high fees, and delayed settlements, are being transformed by Ripple and Stellar. According to SMQKE, their DLT-powered solutions, XRP and XLM, serve as efficient bridges, cutting costs, accelerating transfers, and enhancing transparency in international transactions.

Ripple’s global network of bank and financial institution partnerships leverages the XRP Ledger to deliver near-instant settlements and liquidity solutions, bypassing traditional correspondent banking delays. 

By integrating XRP into cross-border payments, Ripple reduces pre-funded accounts and boosts efficiency, transforming a market worth over $100 trillion.

From Correspondent Banks to Remittances: Ripple and Stellar’s Playbooks for Cross-Border EfficiencyStellar champions financial inclusion by connecting institutions to underbanked populations. 

Its blockchain enables faster, cheaper, and transparent cross-border payments, facilitating direct currency transfers without heavy reliance on intermediaries, ideal for remittances and emerging market transactions.

While both XRP and XLM target cross-border payments, their approaches differ. Ripple excels through deep integration with traditional banks and major corporate partnerships, while Stellar offers a lightweight, flexible network serving smaller institutions and underserved communities. 

Together, they showcase how distributed ledger technology can transform payments for both institutions and individuals.

By prioritizing speed, cost-efficiency, and transparency, XRP and XLM are not just cryptocurrencies, they are practical solutions poised to capture a significant share of the trillion-dollar global payments market and redefine the future of international finance.

ConclusionIn today’s fast-paced, cost-conscious, and transparent financial world, Ripple and Stellar are redefining cross-border payments. Leveraging distributed ledger technology, XRP and XLM go beyond cryptocurrencies, they offer real solutions to inefficiencies in global banking. 

With the $100 trillion cross-border payments market ripe for disruption, these platforms are poised to capture market share, drive innovation, and transform international money transfers.

Therefore, Ripple and Stellar are proving to be gateways to a faster, smarter, and more inclusive global financial system.