Market Signal Briefing

, /PRNewswire/ -- Akeso, Inc. (9926.HK) is pleased to announce that ivonescimab, its global first-in-class bispecific antibody targeting PD-1 and VEGF, has been granted its fifth Breakthrough Therapy Designation from the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA). This latest designation applies to ivonescimab in combination with chemotherapy for the first-line treatment of advanced biliary tract cancer (BTC).

This milestone represents the fifth BTD awarded to ivonescimab by the NMPA, following three prior designations in lung cancer indications and one for triple-negative breast cancer (TNBC). The repeated recognition highlights ivonescimab's broad clinical potential across multiple high unmet need tumor types.

A randomized, controlled, multicenter, registrational Phase III clinical study (AK112-309/HARMONi-GI1) is evaluating ivonescimab plus chemotherapy versus durvalumab (a PD-L1 inhibitor) plus chemotherapy for first-line treatment of advanced BTC. Patient enrollment has been completed, and the BTD status for this indication underscores the promising clinical profile of ivonescimab. The BTD status is expected to accelerate both the ongoing clinical development and the regulatory review process in China.

Encouraging results from a Phase 1b/II study, presented at the 2024 American Society of Clinical Oncology (ASCO) Annual meeting, support the potential of the ivonescimab combination therapy as a superior first-line treatment for advanced BTC. In the study, ivonescimab plus chemotherapy achieved an Objective Response Rate (ORR) of 63.6% and a Disease Control Rate (DCR) of 100%. The ivonescimab regimen also demonstrated a median Progression-Free Survival (mPFS) of 8.5 months and a median Overall Survival (mOS) of 16.8 months.

These compelling Phase II results provide a robust foundation for the ongoing Phase III registrational trial and reinforce ivonescimab's potential to address the significant unmet needs in advanced BTC, where current treatment options often yield limited durable responses.

Forward-Looking Statement of Akeso, Inc.
This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.

Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in P.R.China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.

Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.

About Akeso
Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, the company has established a robust R&D innovation ecosystem centered on its proprietary Tetrabody bispecific antibody platform, ADC (Antibody-Drug Conjugate) technologies, siRNA/mRNA modalities, and cell therapies. Supported by a global-standard GMP manufacturing infrastructure and a highly efficient, integrated commercialization model, the company has evolved into a globally competitive biopharmaceutical focused on innovative solutions. With fully integrated multi-functional platform, Akeso is internally working on a robust pipeline of over 50 innovative assets in the fields of cancer, autoimmune disease, inflammation, metabolic disease and other major diseases. Among them, 26 candidates have entered clinical trials (including 15 bispecific/multispecific antibodies and bispecific ADCs. Additionally, 7 new drugs are commercially available. Through efficient and breakthrough R&D innovation, Akeso always integrates superior global resources, develops the first-in-class and best-in-class new drugs, provides affordable therapeutic antibodies for patients worldwide, and continuously creates more commercial and social values to become a global leading biopharmaceutical enterprise.

For more information, please visit https://www.akesobio.com/en/about-us/corporate-profile/ and follow us on Linkedin.

Akeso Contacts:
Media: [email protected]
Investors: [email protected]

SOURCE Akeso, Inc.

For the quarter ended December 2025, Werner Enterprises (WERN - Free Report) reported revenue of $737.64 million, down 2.3% over the same period last year. EPS came in at $0.05, compared to $0.08 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $770.01 million, representing a surprise of -4.2%. The company delivered an EPS surprise of -45.18%, with the consensus EPS estimate being $0.09.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Werner performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Operating Ratio: 104.9% versus 97.3% estimated by three analysts on average.Truckload Transportation Services - Operating Ratio: 106.4% compared to the 97.1% average estimate based on three analysts.Dedicated - Average trucks in service: 4,954 versus the two-analyst average estimate of 4,851.One-Way Truckload - Average percentage of empty miles: 16.2% versus the two-analyst average estimate of 15.7%.One-Way Truckload - Average % change YOY in revenues per total mile: -0.1% versus 1.4% estimated by two analysts on average.Revenues- Werner Logistics: $207.54 million compared to the $232.35 million average estimate based on three analysts. The reported number represents a change of -2.6% year over year.Revenues- Truckload Transportation Services- Trucking fuel surcharge revenues: $57.4 million compared to the $57.65 million average estimate based on three analysts. The reported number represents a change of -0.3% year over year.Revenues- Truckload Transportation Services: $512.64 million versus the three-analyst average estimate of $520.65 million. The reported number represents a year-over-year change of -2.8%.Revenues- Truckload Transportation Services- Non-trucking and other: $7.77 million compared to the $9.8 million average estimate based on three analysts. The reported number represents a change of -29.5% year over year.Revenues- Truckload Transportation Services- Trucking revenues, net of fuel surcharge: $447.47 million versus $453.19 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.5% change.Trucking revenues, net of fuel surcharge- Dedicated: $291.62 million compared to the $296.88 million average estimate based on two analysts. The reported number represents a change of +1% year over year.Trucking revenues, net of fuel surcharge- One-Way Truckload: $155.85 million compared to the $154.76 million average estimate based on two analysts. The reported number represents a change of -8.3% year over year.View all Key Company Metrics for Werner here>>>

Shares of Werner have returned +17.3% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

By PYMNTS  |  February 5, 2026

 | 

Amazon’s Q4 earnings call on Thursday (Feb. 5) produced the number everyone repeated: CEO Andy Jassy said Amazon expects to invest about $200 billion in capital expenditures in 2026, “predominantly in AWS,” to add capacity for AI and core cloud workloads.

But the call wasn’t only an AI-capex story. It also previewed how Amazon wants to use that infrastructure to make shopping faster and more frequent across Stores and grocery.

Jassy described the moment as something bigger than a typical tech cycle.

“As fast as we install this capacity, this AI capacity, we are monetizing it,” he told the company’s Q4 earnings call audience. “So it’s just a very unusual opportunity. I passionately believe that every customer experience that we know of today is going to be reinvented with AI … [and] if you really want to use AI in an expansive way, you need your data in the cloud and you need your application in the cloud.”

From there, the conversation shifted to what that means outside the data center. Amazon’s consumer pitch is still classic: broad selection, sharp prices and fast delivery. What’s changing is the interface. Amazon is betting that “agentic” AI will become a major way people shop.

On the enterprise side, Jassy said “the primary way companies will get value from AI is with agents,” and he emphasized the gating factor is trust. Agents have to connect to data and tools with controls around identity, policy and governance. On the retail side, those ideas show up in Rufus, Amazon’s shopping assistant. “We have 300 million customers who used Rufus in 2025,” Jassy said, adding that “customers who used Rufus are about 60% more likely to complete a purchase.”

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Rufus can research products, track prices and auto-buy when an item hits a customer-set price. It can also shop tens of millions of items in other online stores and make purchases using its agentic Buy For Me feature.

Essential Groceries Then Jassy turned to the retail driver he kept returning to: everyday essentials and grocery.

“In 2025, Everyday Essentials grew nearly twice as fast as all other categories in the U.S., representing 1 out of every 3 units sold in our store, and we’ve become a go-to grocery destination for over 150 million Americans, mostly through online shopping at Whole Foods,” he said. “With over $150 billion in gross sales, Amazon is clearly a large grocer at this point.”

The delivery piece matters. Amazon said customers in thousands of U.S. cities and towns can get perishables delivered same day alongside millions of other items and Jassy noted that shoppers who use same-day grocery shop more than twice as often as those who don’t. He also said Amazon plans to expand grocery delivery further in 2026 and “open more than 100 new Whole Foods Market stores over the next few years” as it works to make grocery shopping “easier, faster and more affordable.”

Three Other Call Moments Worth Watching

Delivery speeds: Amazon said 2025 was its fastest-ever year for Prime delivery globally. In the U.S., it delivered nearly 70% more items same day than the year before. Jassy highlighted “Add to Delivery,” a one-tap feature that already represents about 10% of weekly U.S. Prime volume fulfilled through Amazon’s network. OpenAI relationship: Jassy called Amazon’s OpenAI agreement “a big one” and said Amazon hopes to “continue to extend our partnership over time,” while stressing the AI boom will spread across thousands of companies, not just “a couple.” Robotics: Jassy said Amazon has “over a million robots” in its fulfillment network today, positioning automation as a lever to lower cost-to-serve (and reduce repetitive work) as delivery speeds keep rising. Amazon closed the quarter with net sales of $213.4 billion, up 14% year over year (12% excluding foreign exchange). North America revenue was $127.1 billion (+10%), International revenue was $50.7 billion (+17% reported), and AWS revenue was $35.6 billion (+24%). Operating income rose to $25 billion (including about $2.4 billion of special charges), and net income was $21.2 billion, or $1.95 per diluted share. Trailing 12‑month free cash flow was $11.2 billion.

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NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in Ultragenyx Pharmaceutical Inc. (“Ultragenyx” or the “Company”) (NasdaqGS: RARE) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors of Ultragenyx who were adversely affected by alleged securities fraud between August 3, 2023 and December 26, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://www.ksfcounsel.com/cases/nasdaqgs-rare/

Ultragenyx investors should contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-rare/ to learn more.

CASE DETAILS: On December 26, 2025, the Company announced the “results from the Phase 3 Orbit and Cosmic studies for setrusumab (UX143) in Osteogenesis Imperfecta” disclosing that both its Phase III Orbit and Cosmic studies failed to demonstrate that setrusumab triggered a statistically significant reduction in annualized fracture rates for patients with osteogenesis imperfecta, and, as a result the Company “is evaluating its planned operations and will promptly define and implement significant expense reductions.” On this news, the price of Ultragenyx’s shares fell approximately 42%, from $34.19 per share on December 26, 2025 to $19.72 per share on December 29, 2025.

The case is Steven Bailey v. Ultragenyx Pharmaceutical Inc., et al., No. 26-cv-01097.

WHAT TO DO? If you invested in Ultragenyx and suffered a loss during the relevant time frame, you have until April 6, 2026 to request that the Court appoint you as lead plaintiff; however, your ability to share in any recovery does not require that you serve as a lead plaintiff.

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

More News From Kahn Swick & Foti, LLC

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, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, announces that it is investigating potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. (NYSE: PFSI) resulting from allegations that PennyMac may have issued materially misleading business information to the investing public.

So What: If you purchased PennyMac securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=51887 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On January 29, 2026, PennyMac filed a Current Report with the Securities Exchange Commission on Form 8-K announcing PennyMac's fourth quarter and full-year 2025 financial results. The report stated that PennyMac's "servicing segment pretax income was $37.3 million, down from $157.4 million in the prior quarter and $87.3 million in the fourth quarter of 2024," as well as "[retax income excluding valuation-related items was $47.8 million, down 70 percent from the prior quarter driven primarily by increased realization of mortgage servicing rights (MSR) cash flows as lower mortgage rates drove higher prepayment activity."

On this news, PennyMac's stock price fell $49.78 per share, or 33.3%, to close at $99.92 per share on January 30, 2026.

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.  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 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.

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.

Contact Information:

      Laurence Rosen, Esq.
      Phillip Kim, Esq.
      The Rosen Law Firm, P.A.
      275 Madison Avenue, 40th Floor
      New York, NY 10016
      Tel: (212) 686-1060
      Toll Free: (866) 767-3653
      Fax: (212) 202-3827
      [email protected]
      www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Viasat, Inc. (VSAT) Q3 2026 Earnings Call February 5, 2026 5:30 PM EST

Company Participants

Lisa Curran - Vice President of Investor Relations
Mark Dankberg - Co-Founder, Chairman & CEO
Garrett Chase - Senior VP & CFO

Conference Call Participants

Brent Penter - Raymond James & Associates, Inc., Research Division
Sebastiano Petti - JPMorgan Chase & Co, Research Division
Ryan Koontz - Needham & Company, LLC, Research Division
Michael Crawford - B. Riley Securities, Inc., Research Division
Xin Yu - Deutsche Bank AG, Research Division
Justin Lang - Morgan Stanley, Research Division

Presentation

Operator

My name is Jordan, and I'll be your conference facilitator this afternoon. At this time, I'd like to welcome everyone to Viasat's Third Quarter Fiscal Year 2026 Earning Results Conference Call. [Operator Instructions]

I'd now like to turn the call over to Ms. Lisa Curran, SVP of Investor Relations. Ms. Curran, you may begin the conference.

Lisa Curran
Vice President of Investor Relations

Thank you, Jordan. We will present certain non-GAAP financial measures on today's call. Information required by the SEC relating to these non-GAAP financial measures is available in our Q3 Fiscal year 2016 (sic) [ 2026 ] shareholder letter on the Investor Relations section of our website.

During the presentation, we will describe certain of the more significant factors that impacted year-over-year performance. We will also make forward-looking statements within the meaning of the federal securities laws, including statements regarding events or developments that we expect or anticipate will or may occur in the future. These forward-looking statements are subject to a number of risks and uncertainties, and actual results might differ materially from any forward-looking statements that we make today.

Information regarding these factors that may cause actual results to differ materially from these forward-looking statements is available in our SEC filings and Annual Report on Form 10-K. These

SANTA ANA, CA / ACCESS Newswire / February 5, 2026 / Infinity Bancorp (OTCQB:INFT) (the "Company" or "Bancorp"), the holding company for Infinity Bank (the "Bank"), today announced the approval of a quarterly cash dividend by its Board of Directors. The Board of Directors declared a cash dividend of $0.09 per common share, payable March 6, 2026 to shareholders of record on February 20, 2026.

Infinity Bank is the sole subsidiary of Infinity Bancorp. Infinity Bancorp, formed on October 21, 2022, is the bank holding company for Infinity Bank. The Bancorp does not have any operations other than through its sole subsidiary, Infinity Bank. The Bank is a community bank that commenced operations in February 2018. The Bank is focused on serving the banking needs of commercial businesses, professional service entities, their owners, employees, and families. The Bank offers a broad selection of depository products and services as well as business loan and commercial real estate financing products uniquely designed for each client. For more information about Infinity Bank and its services, please visit the website at www.infinity.bank

6 Hutton Centre Drive, Suite 100
Santa Ana, CA 92707

SOURCE: Infinity Bank Santa Ana California

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Danone S.A. ("Danone" or the "Company") (OTCMKTS: DANOY). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Danone and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On January 21, 2026, Reuters reported Danone was "recalling and blocking batches of infant milk formula after a contamination scare." Specifically, cereulide, a potent cytotoxin, had been detected in Danone's Thai-origin Dumex Dulac 1. 

On this news, Danone's American Depositary Receipt ("ADR") price fell $1.37 per ADR, or 7.95%, to close at $15.87 per ADR on January 21, 2026. 

Then, on January 23, 2026, Danone issued a press release announcing a recall of select batches of its infant formula "to comply with the latest guidance." 

On this news, Danone's ADR price fell $0.43 per ADR, or 2.7%, to close at $15.55 per ADR on January 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Apollo Global Management, Inc. ("Apollo" or the "Company") (NYSE: APO). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Apollo and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On February 1, 2026, the Financial Times reported that "Top Apollo Global Management executives including chief Marc Rowan held wide-ranging discussions over the firm's tax arrangements with Jeffrey Epstein throughout the 2010s, despite the private capital firm having previously said it 'never did any business' with" Epstein. 

On this news, Apollo's stock price fell $7.69 per share, or 5.72%, to close at $126.85 per share on February 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

There's another fight brewing around GLP-1 drugs -- this time on the delivery side.

The headline-grabbing battle in the GLP-1 space pits pharmaceutical giants Eli Lilly (LLY 7.82%) and Novo Nordisk (NVO 8.18%) against each other. That makes sense, since they both make GLP-1 drugs.

However, another battle is brewing that could be even larger, as Amazon (AMZN 4.36%) starts selling GLP-1 pills, competing with sellers like Hims & Hers (HIMS 3.67%), WW International (WW 6.42%), and GoodRx (GDRX +4.98%).

The big development in GLP-1 drugs Up until 2026, GLP-1 weight loss drugs were only available in injection form. The first company to market was Novo Nordisk with its Wegovy drug. However, Eli Lilly's Mounjaro and Zepbound quickly took the lead after introducing their injectable versions.

Image source: Getty Images.

In 2026, Novo Nordisk was again first to market, this time with a pill version of Wegovy. Consumers generally prefer taking a pill to injecting themselves. Although Eli Lilly is working on its own GLP-1 pill, Novo Nordisk has a chance to regain some market share while it remains the only GLP-1 provider with a pill.

The opportunity here, however, may extend well beyond drug stocks. With a pill, there's a high likelihood that more consumers will be willing to take GLP-1 drugs to help them on their weight loss journey.

Amazon sees an opportunity This helps explain why Amazon is happily offering the pill version of Wegovy to its customers. The cost could be as low as $25 for a one-month supply for those with insurance and as little as $149 for those without insurance.

Today's Change

(

-4.36

%) $

-10.16

Current Price

$

222.82

Hims & Hers, WW International, and GoodRx will be in the same price range because they'll have to be if they want to compete. Notably, WW stands out for its holistic approach to weight loss, which goes well beyond just filling a prescription. But Amazon has an edge because of its large customer base, built-in advertising platform, and the ease with which consumers can buy from the company.

All will benefit, but one may benefit more The truth is that every company selling GLP-1 drugs, in pill form or shot form, is likely to benefit from increased demand. However, Amazon could end up taking material market share on the retail side because of its roughly 200 million Prime members. Simply put, it has a massive reach in the e-commerce space, and converting that into GLP-1 sales shouldn't be all that difficult. Hims & Hers, WW International, and GoodRx could all face a severe competitive disadvantage if GLP-1 pills lead to mass adoption of weight loss drugs.

Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Tandem Diabetes Care, Inc. (NASDAQ: TNDM) resulting from allegations that Tandem Diabetes Care may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Tandem Diabetes securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=19024 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On August 7, 2025, before the market opened, the company issued a press release entitled “Tandem Diabetes Care Issues Voluntary Medical Device Correction for Select t:slim X2 Insulin Pumps.” The release stated that Tandem Diabetes had “announced a voluntary medical device correction for select t:slim X2 insulin pumps to address a potential speaker-related issue that can trigger an error resulting in a discontinuation of insulin delivery.”

On this news, Tandem Diabetes’ stock fell 19.9% on August 7, 2025.

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. 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.

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.

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

Gen Digital Inc. (GEN) Q3 2026 Earnings Call February 5, 2026 5:00 PM EST

Company Participants

Jason Starr - Head of Investor Relation
Vincent Pilette - Chairman & CEO
Natalie Derse - Chief Financial Officer

Conference Call Participants

Roger Boyd - UBS Investment Bank, Research Division
Meta Marshall - Morgan Stanley, Research Division
Matthew Hedberg - RBC Capital Markets, Research Division
Saket Kalia - Barclays Bank PLC, Research Division
Robert Coolbrith - Evercore ISI Institutional Equities, Research Division
Joseph Gallo - Jefferies LLC, Research Division

Presentation

Operator

Good afternoon, everyone. Thank you for standing by. My name is Tamia, and I will be your conference operator today. Today's call is being recorded [Operator Instructions] At this time, for opening remarks, I would like to pass the call over to Jason Starr, Head of Investor Relations.

Jason Starr
Head of Investor Relation

Thank you, Tamia, and good afternoon, everyone. Welcome to Gen's Third Quarter Fiscal Year 2026 Earnings Call. Joining me today are Vincent Pilette, CEO; and Natalie Derse, CFO.

As a reminder, there will be a reminder of this call posted on the Investor Relations website along with our slides and press release. I'd like to remind everyone that during this call, all references to the financial measures are non-GAAP, and all growth rates are year-over-year unless otherwise stated. A reconciliation of non-GAAP to GAAP measures is included in our press release and earnings presentation. both of which are available on our IR website at investor.gendigital.com. We encourage investors to monitor this website as we routinely post investor-oriented information such as news and events and financial filings.

Today's call contains statements regarding our business, financial performance and operations, including the impact on our business and industry that may be considered forward-looking statements, and such statements involve risks and uncertainties that may cause actual results to differ materially from

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024 and October 22, 2025, both dates inclusive (the “Class Period”), of the important February 9, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Integer common stock 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 Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 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 9, 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 made materially false and/or misleading statements and/or failed to disclose that: (1) Integer materially overstated its competitive position within the growing electrophysiology (“EP”) manufacturing market; (2) despite Integer’s claims of strong visibility into customer demand, Integer was experiencing a sustained deterioration in sales relating to two of its EP devices; (3) in turn, Integer mischaracterized its EP devices as a long-term growth driver for its cardio and vascular (“C&V”) segment; (4) as a result of the above, defendants’ positive statements about Integer’s business, and operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 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.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

Envista (NVST - Free Report) reported $750.6 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 15%. EPS of $0.38 for the same period compares to $0.24 a year ago.

The reported revenue represents a surprise of +11.16% over the Zacks Consensus Estimate of $675.26 million. With the consensus EPS estimate being $0.32, the EPS surprise was +18.23%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Envista performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Sales- Equipment & Consumables: $274.7 million versus $248.55 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.5% change.Sales- Specialty Products & Technologies: $475.9 million compared to the $429.04 million average estimate based on four analysts. The reported number represents a change of +15.8% year over year.Adjusted Operating Profit- Equipment & Consumables: $55.2 million compared to the $52.56 million average estimate based on three analysts.Adjusted Operating Profit- Specialty Products & Technologies: $77 million compared to the $59.59 million average estimate based on three analysts.View all Key Company Metrics for Envista here>>>

Shares of Envista have returned +3.2% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Sun Country Airlines Holdings, Inc. (SNCY - Free Report) reported $280.96 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.9%. EPS of $0.17 for the same period compares to $0.27 a year ago.

The reported revenue represents a surprise of +2.71% over the Zacks Consensus Estimate of $273.56 million. With the consensus EPS estimate being $0.13, the EPS surprise was +36%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sun Country Airlines performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Total System Statistics - Fuel cost per gallon: $2.56 versus the two-analyst average estimate of $2.55.Scheduled Service Statistics - Available seat miles (ASMs): 1.45 million versus the two-analyst average estimate of 1.47 million.Total System Statistics - Available seat miles (ASMs): 1.85 billion versus the two-analyst average estimate of 1.83 billion.Scheduled Service Statistics - Revenue passenger miles: 1.22 billion versus 1.23 billion estimated by two analysts on average.Scheduled Service Statistics - Load factor: 84.4% versus 83.8% estimated by two analysts on average.Total System Statistics - Fuel Gallons Consumed: 19.48 Mgal versus 19.47 Mgal estimated by two analysts on average.Total System Statistics - Adjusted CASM: 8.78 cents compared to the 9.39 cents average estimate based on two analysts.Operating Revenues- Passenger: $221.48 million versus $213.07 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.Operating Revenues- Other: $11.44 million versus $12.4 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -30.8% change.Operating Revenues- Cargo: $48.05 million versus $48.21 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +67.9% change.View all Key Company Metrics for Sun Country Airlines here>>>

Shares of Sun Country Airlines have returned +26.2% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

For the quarter ended December 2025, Encompass Health (EHC - Free Report) reported revenue of $1.54 billion, up 9.9% over the same period last year. EPS came in at $1.46, compared to $1.17 in the year-ago quarter.

The reported revenue represents a surprise of +0.23% over the Zacks Consensus Estimate of $1.54 billion. With the consensus EPS estimate being $1.29, the EPS surprise was +12.95%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Encompass Health performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net patient revenue per discharge: $22,273.00 versus $22,062.08 estimated by two analysts on average.Discharges: 67,238 versus 67,407 estimated by two analysts on average.Net Operating Revenues- Net patient revenue- Inpatient: $1.5 billion versus $1.49 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.View all Key Company Metrics for Encompass Health here>>>

Shares of Encompass Health have returned -10.1% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

For the quarter ended December 2025, Arrow Electronics (ARW - Free Report) reported revenue of $8.75 billion, up 20.1% over the same period last year. EPS came in at $4.39, compared to $2.97 in the year-ago quarter.

The reported revenue represents a surprise of +7.97% over the Zacks Consensus Estimate of $8.1 billion. With the consensus EPS estimate being $3.55, the EPS surprise was +23.66%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arrow Electronics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Geographic Revenue- Americas Components sales, as reported: $1.96 billion compared to the $1.67 billion average estimate based on two analysts. The reported number represents a change of +22.2% year over year.Geographic Revenue- Americas ECS sales as reported: $1.25 billion versus the two-analyst average estimate of $1.32 billion. The reported number represents a year-over-year change of +7.2%.Geographic Revenue- Asia components sales, as reported: $2.46 billion compared to the $2.22 billion average estimate based on two analysts. The reported number represents a change of +26.4% year over year.Geographic Revenue- EMEA ECS sales as reported: $1.62 billion versus the two-analyst average estimate of $1.48 billion. The reported number represents a year-over-year change of +23.8%.Geographic Revenue- EMEA components sales, as reported: $1.46 billion compared to the $1.4 billion average estimate based on two analysts. The reported number represents a change of +15.7% year over year.Net Sales- Global ECS: $2.86 billion compared to the $2.8 billion average estimate based on three analysts. The reported number represents a change of +16% year over year.Net Sales- Global components: $5.88 billion versus the three-analyst average estimate of $5.3 billion. The reported number represents a year-over-year change of +22.2%.View all Key Company Metrics for Arrow Electronics here>>>

Shares of Arrow Electronics have returned +23.7% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Operator

Hello, everyone. Thank you for joining us, and welcome to the Good Times Restaurants, Inc. Q1 2026 Earnings Call. [Operator Instructions]

I will now hand the call over to Keri August, Chief Accounting Officer. Please go ahead.

Keri August
Senior VP of Finance & Accounting and Corporate Secretary

Thank you, Elodie. Good afternoon, ladies and gentlemen, and welcome to the Good Times Restaurants, Inc. Fiscal 2026 First Quarter Earnings Call. I am Keri August, the company's Chief Accounting Officer. By now, everyone should have access to the company's earnings release, which is available in the Investors section of the company's website.

As a reminder, a part of today's discussion will include forward-looking statements within the meaning of federal securities laws. These forward-looking statements are not guarantees of future performance, and therefore, you should not put undue reliance on them. These statements involve known and unknown risks, which may cause the company's actual results to differ materially from results expressed or implied by the forward-looking statements.

Such risks and uncertainties include, among other things, the market price of the company's stock prevailing from time to time, the nature of other investment opportunities presented to the company, the disruption to our business from pandemics and other public health emergencies, the impact of staffing constraints at our restaurants, the impact of supply chain constraints and inflation, the uncertain nature of current restaurant development plans and the ability to implement those plans and integrate new restaurants, delays in developing and opening new restaurants because of weather, local permitting or other reasons, increased competition, cost increases or ingredient shortages, general economic and operating

Affirm’s fiscal second quarter illustrated how buy now, pay later is becoming embedded in routine commerce, where paying over time was once reserved for occasional large purchases.

The company said Thursday (Feb. 5) that gross merchandise volume (GMV) increased 36% year over year to $13.8 billion, while revenue climbed 30% to $1.1 billion. Network growth continued to broaden, with active consumers as of the end of last year rising 23% to 25.8 million, transactions per active consumer increasing 20% to 6.4, and active merchants expanding 42% to roughly 478,000, reflecting deeper engagement on both sides of the platform.

Growth came from a mix of point-of-sale integrations, wallet partnerships and Affirm’s direct-to-consumer business, led by the Affirm Card. Direct-to-consumer GMV rose 52% to $4.3 billion, driven primarily by Card volume, which surged 159% to $2.2 billion. Active cardholders more than doubled to 3.7 million, pushing card attach rates to about 14%.

Zero Interest Becomes Central to Checkout Zero-interest financing played an increasingly central role in those results. GMV tied to 0% APR products, including Pay-in-X, grew 60% and continued to outpace overall platform growth. More than 60% of new Affirm customers chose a 0% option for their first transaction, the company said, and nearly 39% of all purchases during the quarter carried no interest. Roughly 60,000 merchants funded 0% APR offers during the period, nearly quadruple the prior year, underscoring how sellers are using these programs as a demand-generation tool rather than a limited promotion.

On the earnings call, CEO Max Levchin said Affirm’s approach rests on clarity at checkout, even as competitors experiment with more complicated offers.

“When Affirm says no interest, we actually mean no interest and there’s no asterisk,” Levchin told analysts. He added that Affirm’s pitch remains deliberately simple: “You are [paying] no interest. … It’s so easy to understand.”

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That simplicity, Levchin said, has limited the impact of aggressive cashback campaigns elsewhere in the market. “We saw no effects,” he said. “All those promotional go-to-market motions just don’t seem to make a dent in what we sell.”

Affirm Card Extends BNPL Into Daily Spend The Affirm Card continued to shift BNPL toward everyday usage. Card-based 0% APR GMV increased 190% year over year and now represents close to 20% of total Card volume, reflecting a steady migration from one-time installment purchases to repeat activity across categories.

Levchin described the Card as moving beyond its early adopter phase. “It’s no longer a cool novelty product for our die-hard users,” he said. “It’s helping us create more die-hard users.”

He also addressed the common assumption that customers who begin with promotional financing resist interest-bearing products later on. “There’s an industry myth that you self-select into a zero-APR deal and then react violently when it changes upward,” Levchin said. “That is not the case with the Affirm consumer.”

Consumer Health and Credit Remain Steady Affirm reported stable credit performance alongside rising volumes. Thirty-plus-day delinquencies on monthly installment loans stood at 2.7%, up year over year but down sequentially, while recent cohorts continue to track toward roughly 3.5% net charge-offs. Pay-in-4 losses remained below 1% of GMV, and allowance for credit losses held at 5.4% of loans held for investment, consistent with last year.

Levchin characterized the customer base as resilient despite persistent macroeconomic uncertainty.

“The consumer we see today is quite healthy,” he said. “They’re able and willing to pay us back. They’re borrowing money. We feel pretty good about both the demand and the ability and willingness to repay.”  He added that quarter-to-date trends have not materially diverged from conditions exiting December.

Affirm’s internally developed AdaptAI and BoostAI systems increasingly shape financing offers and merchant performance. BoostAI, which runs automated A/B tests and deploys merchant-funded incentives, is now live across dozens of enterprise merchants and hundreds of small businesses.

Levchin described BoostAI as allowing merchants to allocate incremental dollars while Affirm determines how best to deploy them. “It allows a merchant to say, ‘I have $100,000 more dollars I’d like to put into Affirm-specific promotions, 0% or just reduced APRs, and you guys go A/B test who is most likely to convert.’”

New Verticals and Regulatory Positioning During the quarter, Affirm expanded partnerships with major retailers, embedded pay-over-time into QuickBooks Payments for service providers, and began limited testing in rent-related use cases. Levchin stressed that the rental pilot is narrowly focused on timing mismatches, such as bridging paydays and due dates, rather than turning rent into long-term installment debt. “It’s very small,” he said. “Put nothing in your models for now,” he told analysts.

Levchin also expanded on the end of January announcement that it has applied for an industrial bank charter. Levchin framed the move primarily as a bid for regulatory clarity. He told analysts that owning a regulated subsidiary would provide clearer footing for partners and the company. He cautioned that approval timelines stretch over years and outcomes remain uncertain, characterizing the effort as a long-term investment rather than an immediate growth driver.

Affirm projected GMV in the current fiscal year of $48.3 billion to $48.85 billion (a deceleration from recent growth rates) and revenue between roughly $4.09 billion and $4.15 billion, with operating margins expected to improve in the second half of the year. Shares slipped 6% in after-hours trading on Thursday.

The quarter ultimately reflected a company pressing deeper into everyday commerce expanding distribution via the Affirm Card and partners, and increasingly automated decisioning. For Levchin, the strategy centers on keeping financing straightforward at checkout while the infrastructure behind it all becomes more sophisticated.

New York, New York--(Newsfile Corp. - February 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Ardent Health, Inc. (NYSE: ARDT) between July 18, 2024 and November 12, 2025, both dates inclusive (the "Class Period"), of the important March 9, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Ardent Health 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 Ardent Health class action, go to https://rosenlegal.com/submit-form/?case_id=50392 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 March 9, 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 handle 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 made misrepresentations regarding Ardent Health's accounts receivable. Defendants publicly reported Ardent Health's accounts receivable on a quarterly basis. They further stated that Ardent Health employed an active monitoring process to determine the collectability of its accounts receivable, and that this process included "detailed reviews of historical collections" as a "primary source of information." Further, defendants represented that Ardent Health considered "trends in federal and state governmental healthcare coverage" and that its "management determines [when an] account is uncollectible, at which time the account is written off." When defendants began to reveal increased claim denials by third-party payors, they downplayed the issue, stating that the increased payor denials were "turning [] more into a slow pay versus not getting paid," and did not write-off the uncollectible accounts. In addition, defendants represented that Ardent Health maintained professional malpractice liability insurance in amounts "sufficient to cover claims arising out of [its] operations[.]" In truth, Ardent Health did not primarily rely on "detailed reviews of historical collections" in determining collectability of accounts receivable nor did "management determine[] [when an] account is uncollectible." Instead, Ardent Health's accounts receivable framework "utilized a 180-day cliff at which time an account became fully reserved." This allowed Ardent Health to report higher amounts of accounts receivable during the Class Period, and delay recognizing losses on uncollectable accounts. And Ardent Health did not even maintain professional malpractice liability insurance in amounts "sufficient to cover claims arising out of [its] operations[.]" In truth, Ardent Health's professional liability reserves were insufficient to cover "significant social inflationary pressure in medical malpractice cases the past several years," which had been an "increasing dynamic year-over-year" in Ardent Health's New Mexico market. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Ardent Health class action, go to https://rosenlegal.com/submit-form/?case_id=50392 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/282965

Source: The Rosen Law Firm PA

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San Francisco, California, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Disclaimer: This article is for informational purposes only. It is not medical advice. Weight management concerns should be evaluated by a qualified healthcare professional. Hims GLP-1 Weight Loss is a prescription-only medication program available exclusively through licensed physician consultation. This content does not diagnose, treat, cure, or prevent any disease. Prescription approval is not guaranteed. If you purchase through links in this article, a commission may be earned at no additional cost to you.

Purpose and Scope

This release is an informational overview of publicly available disclosures for Hims GLP-1 Weight Loss and broader consumer research behavior within the prescription weight loss treatment access through telehealth platforms category. Nothing in this content should be interpreted as medical advice, a product endorsement, or a performance claim.

As consumer interest in prescription weight loss treatment access through telehealth platforms continues to grow heading into 2026, updated service disclosures for Hims GLP-1 Weight Loss—a prescription-only offering—have recently become publicly available. More people are researching telehealth-based weight loss treatment options online, and detailed information about the Hims platform's physician-supervised weight management protocols is now accessible for anyone exploring their options.

This article provides informational context about the telehealth weight loss category and summarizes what Hims has disclosed about its telehealth service. Readers seeking primary-source detail can view the current Hims GLP-1 Weight Loss offer (official Hims page) to review the company's published service disclosures directly. Nothing in this content should be interpreted as medical advice, an endorsement, or a treatment recommendation.

What Changed on February 5, 2026

On February 5, 2026, multiple outlets reported that Hims & Hers said it is launching a compounded semaglutide pill option and that Novo Nordisk responded by criticizing the move and signaling potential legal action. This release summarizes publicly available company disclosures and reported developments in the prescription weight loss telehealth category for informational purposes only.

The reported developments follow increased public discussion around compounded GLP-1 medications and telehealth access, making this a particularly active moment for consumers researching their options. For anyone following developments in the GLP-1 category and trying to sort out what is actually available, what it costs, and what the differences are between branded and compounded medications, this article is designed to present the publicly available facts so that consumers can make their own informed decisions.

Some third-party reporting described Novo Nordisk leadership as strongly criticizing the idea of compounded pill versions and questioning their value, while reiterating that only the FDA-approved product has been through the agency's approval process. According to the company's own disclosures, Hims states that its compounded products are not approved or evaluated for safety, effectiveness, or quality by the FDA. Both perspectives are part of the public record, and consumers evaluating this category should consider all available information.

Why Consumer Interest in Telehealth-Based Weight Loss Treatment Is Rising

Anyone who has spent time researching prescription weight loss treatment over the past couple of years has likely noticed how much the landscape has changed. A class of medications known as GLP-1 receptor agonists—originally developed for type 2 diabetes management—has become a major focal point of consumer interest after certain formulations received FDA approval for weight management. Public health guidance commonly encourages individuals to discuss weight management strategies, including prescription options, with qualified healthcare professionals.

Within this broader trend, telehealth platforms offering prescription weight loss medications have become a category that more consumers report researching. For many people, the appeal comes down to accessibility—the ability to consult with a licensed provider, receive a clinical evaluation, and potentially obtain a prescription without visiting a physical clinic. The research process often involves understanding what platforms are available, what medications might be prescribed, what the costs look like, and what factors might be worth considering when comparing services.

One thing worth understanding upfront: prescription medications in this category require clinical evaluation by a licensed healthcare provider. Signing up for a telehealth platform does not guarantee that a prescription will be issued. That decision rests entirely with the evaluating provider based on the individual's medical history, health profile, and clinical appropriateness.

What Prescription Weight Loss Treatment Access Through Telehealth Typically Refers To

When people refer to "prescription weight loss treatment access through telehealth platforms," they are generally describing services that connect consumers with licensed healthcare providers through online consultations. The provider evaluates whether prescription weight loss medication may be clinically appropriate for the individual's situation, and if so, the platform typically handles the prescribing, pharmacy fulfillment, and ongoing care through a single digital experience.

Within this category, the types of medications that licensed providers may prescribe generally fall into several groups. There are FDA-approved GLP-1 receptor agonist medications specifically indicated for weight management, FDA-approved medications that providers sometimes prescribe off-label for weight management at their clinical discretion, compounded medications prepared by licensed pharmacies based on individual prescriptions, and oral medication combinations. Understanding the regulatory distinctions between these medication types is an important part of making an informed decision.

FDA-Approved vs. Compounded: What the Labels Mean

This is one of the most important distinctions for anyone researching this category, and it is worth taking a moment to get it right.

FDA-approved branded medications—like Wegovy (semaglutide) and Zepbound (tirzepatide)—have gone through the FDA's full approval process. That process includes clinical trials evaluating safety, efficacy, and manufacturing quality. These brand-name medications are referenced as examples within the broader GLP-1 category; any prescribing decisions are made independently by licensed providers based on individual clinical appropriateness.

Compounded medications are different. They are prepared by licensed pharmacies based on individual prescriptions, but they have not gone through the FDA's approval process as finished drug products. The FDA has emphasized that compounded drugs are not FDA-approved and are not evaluated by the agency for safety, effectiveness, or quality before dispensing. That does not mean compounded medications are illegal—compounding is a legitimate practice in pharmacy—but the regulatory status is fundamentally different from FDA-approved products, and that distinction matters when evaluating available options.

Regulators have previously cautioned that marketing for compounded GLP-1 products should not imply equivalence to FDA-approved medications, and consumers evaluating this category may wish to review FDA communications alongside company disclosures.

Off-label prescribing is another term consumers may encounter. This is the practice of prescribing an FDA-approved medication for a use other than its primary approved indication. It is legal and common in medicine—but it means the FDA has not specifically evaluated the medication for that particular use.

How Telehealth Weight Loss Platforms Generally Operate

Telehealth platforms in this category commonly describe workflows that may include an online health assessment covering medical history, current medications, and relevant health information. A licensed healthcare provider then reviews the submitted information and makes an independent clinical determination about whether prescription medication is appropriate for the individual's situation.

If the provider determines medication is clinically warranted, a prescription is issued and the medication ships directly to the consumer. Ongoing care—including dosage adjustments and follow-up consultations—is generally available through the platform. Clinical guidance generally emphasizes that weight management is a long-term process, and medication decisions should be made in consultation with a provider who can monitor progress and adjust treatment as needed.

One practical detail worth knowing: state regulations affect availability for every platform in this category. Not all services are available in every state, and prescribing requirements—including whether a video consultation is required—vary by jurisdiction. Consumers should verify state-specific availability before starting any telehealth weight loss program.

What Hims Discloses About Its GLP-1 Weight Loss Service

According to publicly available company disclosures, Hims GLP-1 Weight Loss is a telehealth-based weight management program operated by Hims & Hers Health, Inc., a publicly traded company (NYSE: HIMS) headquartered in San Francisco, California, according to company materials. The platform connects consumers with licensed healthcare providers who evaluate whether prescription weight loss medication may be clinically appropriate on an individual basis.

The company's published materials indicate that the platform offers access to multiple categories of weight loss treatment, including FDA-approved branded GLP-1 medications, compounded GLP-1 medications, and oral medication kits. According to the company, FDA-approved medications available through the platform include Wegovy (semaglutide) and Zepbound (tirzepatide), both FDA-approved for weight management, along with medications that may be prescribed off-label at the provider's clinical discretion.

The company also discloses that compounded semaglutide—including both injectable and oral pill formulations—is available through the platform. According to Hims, compounded medications are prepared by licensed pharmacies based on individual prescriptions. The company's own disclosures state that compounded drug products are not approved or evaluated for safety, effectiveness, or quality by the FDA.

Additionally, according to company materials, oral medication kits may include combinations of metformin, bupropion, topiramate, naltrexone, and vitamin B12, prescribed at the evaluating provider's discretion. These oral kits are distinct from GLP-1 medications and work through different mechanisms.

According to the company, all treatment plans require evaluation and prescribing by a licensed healthcare provider. The platform states that prescription approval is not guaranteed and that the evaluating provider makes independent clinical decisions based on the individual's health profile. The company also discloses that GLP-1 treatment options are not currently available in all 50 states.

Reported Pricing

Reported pricing for the newly announced compounded semaglutide pill option has been described as starting at $49 for an introductory month for certain customers, with additional pricing and eligibility varying by plan and clinical determination. Consumers should verify current pricing, availability, and state-specific access directly through the company's published disclosures, as details may change over time.

Telehealth Access: What Varies by State

Consumers considering a telehealth-based weight loss program should first verify whether the service is available in their state. Telehealth prescribing regulations vary significantly by state, and platforms like Hims may not be able to offer certain medications or treatment plans in every jurisdiction. Some states require a video consultation before a prescription can be issued, while others allow treatment to be determined based on a written health assessment. According to company disclosures, Hims states that GLP-1 treatment options are not currently available in all 50 states and that availability is expanding over time.

Provider Evaluation: Why Prescriptions Are Not Guaranteed

This is a common point of confusion, so it is worth stating clearly. Completing an intake form on a telehealth platform does not mean a prescription will automatically be issued. A licensed healthcare provider reviews the submitted health information and makes an independent clinical decision about whether medication is appropriate for that individual's specific situation. Some people qualify, and some do not—and that determination is based on the individual's health profile, not on whether the form was completed.

According to Hims, the platform's providers are licensed and trained in weight management, and all prescribing decisions are made independently based on clinical appropriateness. If a provider determines that medication is not appropriate for a particular individual, that reflects the provider's independent clinical judgment.

Safety Monitoring Questions Consumers Often Ask Providers

Consumers researching GLP-1 weight loss medications often have questions about what ongoing care and monitoring look like once treatment begins. Based on publicly available guidance, common questions include what side effects to expect during the initial titration period, how dosage adjustments are handled over time, what warning signs should prompt immediate contact with a provider, and how long treatment is typically continued.

According to company disclosures, Hims states that ongoing provider access—including messaging for follow-up questions and dosage adjustments—is available through the platform. Clinical guidance generally emphasizes that any prescription weight loss treatment should include regular monitoring by a qualified healthcare professional.

Refund Policies and Customer Support Disclosures

According to the company's published policies, Hims describes refund and cancellation policies and provides customer service contact methods on its website. Readers should review the full terms directly on the official page, as policy details and eligibility requirements may vary based on the specific treatment plan purchased.

When to Consult a Healthcare Professional

While telehealth platforms have expanded access to weight management consultations, certain individuals should discuss any weight loss treatment plan with a qualified healthcare professional who has access to their full medical history. This commonly includes people with cardiovascular conditions, individuals managing type 2 diabetes, those with a history of thyroid conditions including medullary thyroid carcinoma or Multiple Endocrine Neoplasia syndrome type 2, individuals with a history of pancreatitis, those taking medications that may interact with GLP-1 receptor agonists, individuals with kidney or liver conditions, and those who are pregnant or nursing.

Many people choose to consult qualified healthcare professionals for personalized guidance on whether any prescription weight loss treatment fits their individual health circumstances. Telehealth consultations are one avenue for that guidance, but consumers with complex medical histories may benefit from in-person evaluation as well.

Informational Resources and Primary-Source Access

Consumers researching Hims GLP-1 Weight Loss who want to go deeper than what this article covers can access the company's complete service disclosures, medication information, pricing details, and eligibility requirements directly through the official Hims platform. Readers interested in primary-source information can visit the official Hims GLP-1 Weight Loss page to access the company's published disclosures directly.

Phone: 1-800-368-0038Support: https://support.hims.com/hc/en-us This article is for informational purposes only and does not constitute medical advice, a product endorsement, or a treatment recommendation. All prescription medication decisions should be made in consultation with a qualified, licensed healthcare professional.

For the quarter ended December 2025, Ventas (VTR - Free Report) reported revenue of $1.57 billion, up 21.7% over the same period last year. EPS came in at $0.89, compared to $0.13 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.5 billion, representing a surprise of +4.68%. The company delivered an EPS surprise of +0.38%, with the consensus EPS estimate being $0.89.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ventas performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Interest and other income: $7.88 million versus the two-analyst average estimate of $2.25 million. The reported number represents a year-over-year change of -5.2%.Revenues- Rental income- Outpatient medical & research portfolio: $226.76 million versus $229.22 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Revenues- Resident fees and services: $1.19 billion versus $1.11 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +32.3% change.Net Earnings Per Share (Diluted): $0.15 compared to the $0.12 average estimate based on two analysts.View all Key Company Metrics for Ventas here>>>

Shares of Ventas have returned +2.7% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

For the quarter ended December 2025, Cousins Properties (CUZ - Free Report) reported revenue of $253.34 million, up 15% over the same period last year. EPS came in at $0.71, compared to $0.09 in the year-ago quarter.

The reported revenue represents a surprise of +0.49% over the Zacks Consensus Estimate of $252.1 million. With the consensus EPS estimate being $0.71, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Cousins Properties performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Other: $1.16 million versus the two-analyst average estimate of $0.8 million. The reported number represents a year-over-year change of -74.9%.Revenues- Rental property: $253.34 million versus the two-analyst average estimate of $244.68 million. The reported number represents a year-over-year change of +15%.Revenues- Fee income: $0.53 million versus $0.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.8% change.View all Key Company Metrics for Cousins Properties here>>>

Shares of Cousins Properties have returned +0.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

For the quarter ended December 2025, Boyd Gaming (BYD - Free Report) reported revenue of $1.06 billion, up 2% over the same period last year. EPS came in at $2.21, compared to $1.96 in the year-ago quarter.

The reported revenue represents a surprise of +5.73% over the Zacks Consensus Estimate of $1 billion. With the consensus EPS estimate being $1.88, the EPS surprise was +17.3%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Boyd performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues by Segment- Managed & Other: $38.69 million versus $37.49 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.Revenues by Segment- Downtown Las Vegas: $62.97 million compared to the $65.21 million average estimate based on five analysts. The reported number represents a change of -3.9% year over year.Revenues by Segment- Midwest and South: $533.08 million versus $521.91 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.Revenues by Segment- Las Vegas Locals: $227.23 million versus the five-analyst average estimate of $229.55 million. The reported number represents a year-over-year change of -2.1%.Adjusted EBITDAR- Online: $8.17 million versus $5.46 million estimated by five analysts on average.Adjusted EBITDAR- Managed & Other: $28.59 million versus the five-analyst average estimate of $26.1 million.Adjusted EBITDAR- Corporate expense: $-24.7 million versus $-23.86 million estimated by five analysts on average.Adjusted EBITDAR- Downtown Las Vegas: $24.01 million versus the five-analyst average estimate of $26.15 million.Adjusted EBITDAR- Midwest and South: $191.43 million compared to the $190.75 million average estimate based on five analysts.Adjusted EBITDAR- Las Vegas Locals: $109.12 million versus the five-analyst average estimate of $107.59 million.View all Key Company Metrics for Boyd here>>>

Shares of Boyd have returned -1.5% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.