Market Signal Briefing

The TD Sequential accurately marked Solana’s local top in early January, preceding the sharp decline that followed. 

Since then, the downside sequence has completed, and the indicator has now flashed a fresh buy signal. 

This shift matters because it appears after exhaustion rather than during distribution. The signal suggests downside momentum has likely run its course. 

However, it does not imply a trend reversal. Instead, it points to a short-term recovery window where sellers lose control. 

Solana [SOL] price responding positively reinforces this interpretation. Still, the signal works best when aligned with structure, which remains mixed.

Solana price rebounds but stays capped by regression resistance Solana’s price has rebounded cleanly from the $100 support, a level that has repeatedly attracted demand. From this base, price has recovered toward $104, confirming buyer presence. 

However, the broader structure still reflects a descending regression trend that continues to cap upside attempts. 

Price remains above the regression mean, which previously rejected recovery rallies near $120 and $146. Therefore, the rebound currently reflects stabilization rather than strength. 

As long as the price holds above $100, recovery attempts remain valid. However, failure to reclaim the regression mean would keep the move corrective.

Source: TradingView

MACD remains below the zero line, confirming the broader bearish structure. However, its behavior has changed. 

The histogram is flattening rather than expanding lower, signaling that selling pressure is easing. This stabilization aligns with price holding support instead of accelerating downward. 

Importantly, previous declines saw MACD momentum deepen aggressively. This time, momentum loss appears controlled. That shift supports a recovery narrative. 

However, MACD has not turned positive. Therefore, the indicator favors stabilization and relief rather than a sustained upside impulse.

Aggressive spot buying supports the bounce Spot Taker CVD remained buyer-dominant at press time, showing that traders continue to execute market buys despite recent downside pressure. 

This behavior matters because it reflects urgency rather than hesitation. Earlier in the decline, aggressive buying failed to lift price, as sellers absorbed demand near resistance. 

Now, price responds more constructively, indicating absorption has begun translating into recovery. That shift suggests selling pressure has weakened. However, buyer dominance alone does not guarantee continuation. Sellers still appear near overhead levels, especially below regression resistance. 

Still, sustained taker buying limits downside risk. Buyers consistently defend dips instead of waiting for deeper pullbacks.

As long as taker dominance persists, price is likely to maintain upward drift rather than sharp rejection. The metric supports a controlled recovery, not an impulsive breakout.

Source: CryptoQuant

Solana exchange outflows reduce immediate sell pressure Spot Netflows remain negative, with approximately $52.4 million in SOL leaving exchanges during the latest session as price rebounds toward $104. 

This scale of withdrawal signals reduced supply available for immediate selling. Besides, these outflows continue even as price recovers, suggesting holders prefer custody over distribution into strength. 

This behavior contrasts with typical relief rallies, where inflows often increase. However, negative netflows do not guarantee upside. 

They simply reduce forced sell pressure during pullbacks. When combined with buyer-dominant spot activity, the setup favors stabilization. Sellers face a tighter supply, while buyers encounter less overhead liquidity. 

As long as netflows remain negative, downside extensions become harder to sustain. This dynamic supports the ongoing recovery structure.

Source: CryptoQuant

In summary, Solana’s recovery reflects genuine stabilization supported by a TD buy signal, easing momentum, strong spot demand, and continued exchange outflows. 

However, price remains capped below descending regression resistance. As a result, the move currently favors controlled recovery rather than trend reversal. 

Sustained upside would require reclaiming key regression levels, while holding $100 keeps the recovery intact.

Final Thoughts Solana’s recovery looks deliberate, driven by steady demand rather than emotional short covering. Trend resistance still defines risk, making continuation dependent on the buyer’s follow-through.

Investor Michael Burry issued a stern warning regarding the systemic consequences of the recent Bitcoin crash. Through his Substack, Burry stated that the pioneering cryptocurrency has failed as a hedge against currency debasement, revealing itself as a purely speculative asset. The analyst noted that the loss of critical support levels not only affects the crypto sector but threatens to trigger a massive liquidation of traditional assets.

The context is alarming: Bitcoin fell below $73,000, erasing gains accumulated since Trump’s re-election. Burry highlights that institutional adoption by companies like Strategy Inc. has created a dangerous shared risk; if the price continues to decline, risk managers will force massive sales to comply with financial reporting requirements. Furthermore, he claimed that crypto liquidations are already contaminating the precious metals market through tokenized futures.

The psychological support at $50,000 will be the central focus in the coming days. A drop to that level could lead to miner bankruptcies and dry up liquidity in Bitcoin ETFs, which are already seeing record outflows. Investors must remain alert to Bitcoin’s growing correlation with the S&P 500, as a further decline could force global-scale value destruction across financial markets.

Source:https://www.bloomberg.com/news/articles/2026-02-03/michael-burry-warns-of-cascading-effects-from-bitcoin-plunge

Disclaimer: Crypto Economy Flash News is compiled from official and public sources verified by our editorial team. Its purpose is to provide rapid information on relevant events in the crypto and blockchain ecosystem. This information does not constitute financial advice or investment recommendations. We recommend always verifying the official channels of each project before making related decisions.

In brief Bitcoin is holding above the $74,000 level, but analysts say momentum remains fragile and downside risks persist. QCP Capital is warning a break below could deepen losses, while relief likely requires a move back above $80,000. Macro uncertainty, policy risk, and leveraged positioning continue to weigh on confidence across crypto markets, Decrypt was told. Bitcoin has stabilized after a sharp selloff, but weakening momentum below key support levels has left it and the broader crypto market vulnerable to further downside, experts warn.

The stable level finds Bitcoin “above $74,500,” but price action “remains fragile,” with momentum that “continues to point lower,” analysts at crypto trading firm QCP Capital noted this week.

The desk added that “upside remains constrained near recent resistance levels,” leaving broader markets “exposed to further liquidation-driven moves.”

QCP said the next few sessions will be key, warning that a sustained drop below $74,000 could open the door to a deeper slide across crypto, while a move back above $80,000 may offer short-term relief.

It also said traders are watching for signs of institutional buying near $76,000, along with easing geopolitical tensions and more dovish signals from the Federal Reserve.

Bitcoin has pared back losses seen during the U.S. trading session when it dipped to as low as $73,100. It remains down 1.7% on the day to $76,400, according to CoinGecko data.

Outside of crypto, the same caution flagged by QCP is being echoed.

Michael Burry, best known for his role in The Big Short, flagged tightening liquidity conditions and renewed fragility across risk assets, warning that recent moves reflect structural pressure.

"Sickening scenarios have now come within reach," Burry said as cited by Business Insider, outlining three other consequences in particular he believed were possible if bitcoin continued its free-fall.

Burry noted a slide below $70,000 for Bitcoin could force heavy losses across those institutions holding the crypto, tighten capital access for Strategy, and prompt more aggressive risk management, while deeper moves approaching $60,000 could trigger a crisis for Michael Saylor’s firm.

A drop toward $50,000 could push Bitcoin miners into bankruptcy, unleash forced selling of reserves, and spill over into severe dislocations in tokenized and physical metals markets, the analyst said.

"Tokenized metals futures would collapse into a black hole with no buyer. Physical metals may break from the trend on safe haven demand," Burry warned.

Converging factorsQCP’s outlook “aligns with what we’re seeing in market structure,” Trantor, who leads Linea-based decentralized exchange Etherex, told Decrypt.

“Centralized exchanges (CEX) remain dominant holders, while leveraged traders continue to amplify short-term volatility as they push prices in both directions.” 

Until such time leverage becomes “meaningfully flushed from the system and spot buyers regain control,” Bitcoin would likely “remain stuck in a regime of chop, uncertainty, and persistent downside anxiety,” he explained. 

Still, in the near term, easing “liquidity conditions, cheaper money, and a more certain global environment” is “capable of changing sentiment decisively,” he added.

“Consensus trades have a habit of persisting far longer than expected until they don’t. When positioning, sentiment, and narrative become too one-sided, the conditions for reversal quietly begin to form,” Trantor said.

Macro risk is believed to “remain the predominant factor” at this point, Siwon Huh, researcher at crypto analytics firm Four Pillars, told Decrypt.

“With respect to macro risk, the uncertainty following Kevin Warsh's nomination has emerged as a key driver. Until his stance on interest rates and quantitative easing is clearly articulated, volatility stemming from this ambiguity is unlikely to subside,” Huh said.

There’s also a range of “destabilizing factors,” he said, pointing to “the risk of military conflict with Iran, a sharp decline in precious metals, and elevated risk in AI-related equities.”

These factors “collectively suggest that conditions are not yet conducive to a rotation of liquidity into Bitcoin,” he noted.

Let's get technicalOn the technical side, Bitcoin's current price level at around $74,000 “constitutes a critically important psychological support zone,” Huh explained.

“This level not only represents the 2025 cycle low but also corresponds to Strategy's average cost basis. Should this support level be breached, a further sharp decline accompanied by institutional net outflows would become increasingly probable,” he said.

That view is also reflected in forward-looking signals for prediction markets, where positioning and probabilities suggest downside risk remains firmly in play.

“Prediction markets are currently implying close to a coin-flip probability of trading below $55k by 2026, alongside roughly 78% confidence in a move toward the $65k range,” Tom Chalmers, founder and CEO of prediction market protocol functionSPACE, told Decrypt.

The trend points to a “market pricing fragility,” Chalmers said.

Because prediction markets “aggregate views across traders with very different models and time horizons,” it tends to “produce a cleaner signal,” he said.

“Right now, that signal looks consistent with a momentum-driven regime, where positioning and technical damage matter more than fresh macro information,” he said, reinforcing views from Huh and Trantor that conviction remains weak and downside risks unresolved.

Users of Myriad Markets, owned by Decrypt’s parent company Dastan, have pivoted bearish, with 74% now expecting Bitcoin to hit $69,000 instead of $100,000, marking a 44% leap from January 30th’s reading of 30%.

A broader crypto market repricing could be underway “once forced selling has cleared and participants are willing to underwrite risk again with real capital,” Chalmers said. “Until those probabilities stabilise at higher levels, the market is still signalling that downside scenarios remain materially in play.”

Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.

Bitcoin is struggling to reclaim the $80,000 level after several days of sustained selling pressure and heightened market uncertainty. Price action remains fragile, with each rebound attempt failing to attract strong follow-through, reinforcing concerns that the market is still digesting a broader structural shift rather than a short-term correction. According to top analyst Axel Adler, Bitcoin entered a bear cycle in October 2025 and is now moving through a correction phase following the local peak near $125,000.

On-chain data supports this interpretation. Two key indicators — Percent Unrealised Loss and the LTH/STH SOPR Ratio — point to mounting stress across the holder base, but without the hallmarks of full capitulation. Unrealised losses have risen sharply, tripling since January from roughly 7% to around 22% as prices declined from $95,000 to near $78,000.

While this increase signals growing discomfort among investors, it remains well below the 40–60% levels historically associated with deep bear-market capitulation in 2019 and 2023.

Bitcoin Percent Unrealized Profit and Loss | Source: Axel Adler At the same time, the LTH/STH SOPR Ratio has dropped around 40% from its peaks, indicating compressed profitability and reduced willingness to sell at a loss, particularly among longer-term holders. Together, these signals suggest Bitcoin is in a mid-cycle stress phase: pressure is building, confidence is weakening, but widespread forced selling has not yet emerged.

Adler also highlights the behavior of the Bitcoin LTH/STH SOPR Ratio as a critical lens for understanding the current market phase. This metric compares the profitability of coins being spent by long-term holders (LTH) versus short-term holders (STH), offering insight into who is absorbing losses and who is still distributing coins at a profit. High readings indicate that long-term holders are realizing profits far more efficiently than short-term participants, while lower values imply growing loss realization among newer entrants.

Bitcoin LTH/STH SOPR Ratio | Source: CryptoQuant Since peaking near 1.85 in October, the LTH/STH SOPR Ratio has fallen to around 1.13, representing a decline of roughly 40%. This sharp compression reflects a clear deterioration in profitability across the market. However, the indicator remains above the critical 1.0 threshold. Historically, sustained moves below 1.0 have marked periods where short-term holders capitulate en masse, selling at significant losses. Deeper drops into the 0.6–0.8 range coincided with full capitulation and cycle lows in 2015, 2019, and 2023.

At the current level, profit margins are tightening for both cohorts, but long-term holders are still, on average, exiting positions above cost. Adler notes that a decisive break below 1.0 would signal a transition into true capitulation, while a recovery toward 1.3–1.4 would indicate renewed confidence. Taken together with rising unrealised losses, the data points to a mid-cycle stress phase rather than a terminal bear-market bottom.

Bitcoin price action on the 12-hour chart reflects a market still under structural pressure. Despite a short-term stabilization attempt around the $78,000 zone. After an aggressive sell-off from the mid-$90,000s, BTC broke decisively below multiple key moving averages. This confirms a broader bearish regime rather than a simple pullback. The sharp downside impulse was accompanied by a notable spike in volume. Signaling forced selling and liquidation-driven flows rather than orderly profit-taking.

BTC testing $78K demand | Source: BTCUSDT chart on TradingView Since tagging the local low near $78,000, the price has attempted a modest rebound. However, this bounce remains technically weak. Bitcoin continues to trade below the short-term and medium-term moving averages. Which are now sloping downward and acting as dynamic resistance. Previous support in the $88,000–$90,000 region has clearly flipped into a supply zone. Capping upside attempts and reinforcing the idea of a range forming beneath a broken structure.

The current consolidation appears more consistent with a relief pause than a trend reversal. Momentum has slowed, but there is no evidence yet of sustained bid absorption or higher-timeframe demand stepping in.

As long as BTC remains below the descending moving averages, downside risks persist. The price is vulnerable to renewed tests of the recent lows. Reclaiming and holding above the $82,000–$85,000 area would be required to signal a meaningful shift in short-term structure.

Featured image from ChatGPT, chart from TradingView.com 

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Cardano’s ADA token has slipped out of the crypto top 10 by market capitalization, a symbolic shift as newer platforms attract attention and capital.

Related Reading: Hong Kong Prepares To Grant Limited Batch Of Stablecoin Licenses In March – Report

While ADA struggles with price pressure and political controversy around crypto regulation, Hyperliquid’s HYPE token has surged sharply, underscoring how quickly market leadership can change in the current cycle.

The contrast accentuates diverging narratives, one centered on governance and ideology, the other on rapid product expansion and trader demand.

ADA's price trends to the downside on the daily chart. Source: ADAUSD on Tradingview Hyperliquid Rally Fueled by New Market Design HYPE jumped more than 20% after the HyperCore team backed HIP-4, a proposal that introduces “outcome trading” to the protocol. The move pushes Hyperliquid beyond its core perpetual futures offering into event-based contracts, a category that includes prediction markets and bounded outcome instruments.

Following the announcement, HYPE reached its highest price since late November 2025, with trading volume climbing to around $1 billion. Open interest on the platform has also expanded, reflecting rising participation.

The proposal is currently live on testnet and is expected to launch with fully collateralized contracts that avoid leverage and liquidations, differentiating them from traditional derivatives.

The timing aligns with broader growth in prediction markets. Industry data shows monthly trading volume in the sector hit a record in January, driven by platforms such as Kalshi and Polymarket.

Cardano (ADA) Faces Price Pressure and Political Headwinds While Hyperliquid gains momentum, Cardano has faced a different set of challenges. ADA dropped around 7% following public comments from founder Charles Hoskinson criticizing the proposed US “Clarity Act,” which aims to define regulatory oversight between the SEC and CFTC.

Hoskinson argued the bill favors banks and centralized custodians, warning it could undermine decentralized finance. These remarks reignited debate over Cardano’s positioning as a values-driven project at a time when parts of the industry are moving closer to traditional finance.

Although Cardano continues to emphasize research-led development, decentralized governance, and long-term infrastructure upgrades, market sentiment has been less forgiving in the short term.

Shifting Rankings Reflect Changing Priorities ADA’s exit from the top 10 does not signal the end of the project, but it does reflect changing investor priorities. Tokens tied to fast-growing use cases and near-term trading activity are gaining ground, while slower-moving platforms face tougher scrutiny.

Related Reading: Strategy Announces New Buy Even As Crash Threatens Cost Basis: 855 Bitcoin Added

Currently, Hyperliquid’s rise and Cardano’s slide illustrate a market increasingly driven by execution speed and product relevance rather than legacy status alone.

Cover image from ChatGPT, ADAUSD chart on Tradingview

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XRP price extended losses and traded below $1.5320. The price is now attempting to recover but faces hurdles near $1.6250 and $1.650.

XRP price started a recovery wave from the $1.5250 zone. The price is now trading below $1.6220 and the 100-hourly Simple Moving Average. There is a key bearish trend line forming with resistance at $1.6250 on the hourly chart of the XRP/USD pair (data source from Kraken). The pair could continue to move down if it stays below $1.6350. XRP Price Recovery Faces Hurdles XRP price failed to stay above $1.550 and extended its decline, like Bitcoin and Ethereum. The price declined below $1.5250 and $1.520 to enter a short-term bearish zone.

The price even spiked below $1.5120. A low was formed at $1.50, and the price is now attempting to recover. There was a move above the $1.550 level. The price already attempted to settle above the 23.6% Fib retracement level of the downward move from the $1.93 swing high to the $1.50 low but failed.

The price is now trading below $1.6220 and the 100-hourly Simple Moving Average. If there is a fresh upward move, the price might face resistance near the $1.6220 level. There is also a key bearish trend line forming with resistance at $1.6250 on the hourly chart of the XRP/USD pair.

Source: XRPUSD on TradingView.com The first major resistance is near the $1.650 level. A close above $1.650 could send the price to $1.7190 or the 50% Fib retracement level of the downward move from the $1.93 swing high to the $1.50 low. The next hurdle sits at $1.770. A clear move above the $1.770 resistance might send the price toward the $1.80 resistance. Any more gains might send the price toward the $1.8250 resistance. The next major hurdle for the bulls might be near $1.850.

Another Drop? If XRP fails to clear the $1.6250 resistance zone, it could start a fresh decline. Initial support on the downside is near the $1.550 level. The next major support is near the $1.5250 level.

If there is a downside break and a close below the $1.5250 level, the price might continue to decline toward $1.50. The next major support sits near the $1.4650 zone, below which the price could continue lower toward $1.450.

Technical Indicators

Hourly MACD – The MACD for XRP/USD is now losing pace in the bearish zone.

Hourly RSI (Relative Strength Index) – The RSI for XRP/USD is now above the 50 level.

Major Support Levels – $1.550 and $1.5250.

Major Resistance Levels – $1.6250 and $1.650.

The firm said unrealized losses are expected in a downturn, arguing its ethereum-heavy balance sheet is designed to track and outperform ETH over a full market cycle. Feb 4, 2026, 4:39 a.m.

BitMine Immersion chairman Tom Lee pushed back against criticism of its growing paper losses this week, saying the drawdown reflected the design of its ethereum treasury strategy rather than a flaw in execution.

In a series of posts on X, Lee said BitMine is built to track the price of ether and outperform it over a full market cycle, likening its structure to an index-style product rather than a tactical trading vehicle.

STORY CONTINUES BELOW

With crypto markets in a downturn, however, the firm said unrealized losses on its ETH holdings are inevitable.

“Crypto is in a downturn, so naturally ETH is down,” Lee wrote, adding that paper losses are “not a bug — it’s a feature,” and questioning whether similar scrutiny is applied to index funds during market declines.

These tweets miss the point of an ethereum treasury:
- BitMine is designed to track the price of $ETH
- outperform over the cycle (think up ETH)
- crypto is in a downturn, so naturally ETH is down$BMNR will see “unrealized” losses on our holdings of ETH during these times:
-… https://t.co/VpoNjAnJdC

— Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) February 3, 2026 The comments follow recent reporting showing BitMine sitting on more than $6 billion in unrealized losses after ether’s slide pulled the value of its 4.24 million ETH holdings down to about $9.6 billion from nearly $14 billion in October.

The firm added more than 40,000 ETH shortly before the latest leg lower, intensifying focus on its balance-sheet exposure.

BitMine has framed itself as an ether treasury company rather than a discretionary buyer, with its strategy centered on long-term ETH accumulation and staking yield rather than short-term price timing.

That's a similar approach used by some bitcoin-focused treasury firms, which argue that volatility is the cost of maintaining long-duration exposure to a core asset.

But the scale of BitMine’s holdings means price swings have an outsized impact on reported results, particularly during periods of thin liquidity and forced selling across derivatives markets.

While the firm has previously estimated annual staking revenue of around $164 million, that income provides only limited offset during sharp drawdowns.

Chairman Tom Lee has struck a more cautious tone on near-term market conditions, warning that crypto is still working through a deleveraging phase that could extend into early 2026.

Lee's latest comments, however, make clear that the company remains committed to its thesis.

“Bottom line,” the firm said, “ethereum is the future of finance.”

The software giant is being out-innovated by AI start-ups.

Shares of Microsoft (MSFT 2.86%) crashed last week following the tech giant's latest earnings report. Investors were likely uneasy about a slowdown in cloud growth, a massive increase in AI infrastructure capital expenditures, and the revelation that nearly half of its backlog was tied to OpenAI.

Image source: Getty Images.

There was potentially another reason why investors turned on Microsoft: AI start-up Anthropic. Anthropic's Claude Code programming tool reached a $1 billion revenue run rate in just six months, and it's not hard to see why. Putting its powerful AI models in a loop to work through problems, with tooling that enables web search, file access, and more, turns out to be an incredibly effective way to write code.

In January, Anthropic announced a research preview of a new product called Cowork. Microsoft should be very worried.

"Why isn't Microsoft doing that?" Anthropic Cowork is essentially Claude Code, but for general computer tasks. It can organize files and folders, create spreadsheets, and even complete tasks in a browser. One example Anthropic gave was going through screenshots of receipts and producing a spreadsheet listing all expenses. Cowork opens the door to powerful and useful automations and workflows on the PC.

It's almost incredible that Microsoft, which dominates the PC operating system market with Windows and the productivity software market with Office, doesn't offer anything like this. Analyst Ben Reitzes, speaking to CNBC, summed up the problem: "It is a little embarrassing that in 10 days, Anthropic was able to invent, co-work, put it out and everybody ... could look at it and go, 'Wow, why isn't Microsoft doing that?"

While Anthropic is innovating, Microsoft is trying to sell AI products that no one really wants. The company now has 15 million paid seats for Microsoft 365 Copilot, which brings AI tools to Office. However, with 450 million Microsoft 365 paid seats, the adoption rate is downright anemic. Around 3% of commercial customers have been willing to pay up for Microsoft's AI.

On the consumer side, Microsoft has been trying to stuff AI features into Windows for the past couple of years, and the results have only annoyed users. The company is now starting to pull back on this strategy to a degree.

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A potentially flawed AI strategy Right now, Microsoft offers nothing in the same ballpark as Anthropic's Cowork. For business users of Windows PCs, there are many workflows and processes that could be at least partially automated by such a tool. Microsoft's own AI tools haven't convinced most of those customers to pay a premium for AI.

The success of Claude Code and the promise of Claude Cowork, though, show that people and businesses are willing to pay for AI if it's genuinely useful. Given how quickly the AI industry is evolving, Microsoft needs to reset its AI strategy and develop AI products that truly solve customer pain points. Otherwise, the company risks becoming an AI loser.

Intel Corporation is downgraded to a sell as the turnaround appears to be losing momentum. Q4 showed revenue decline, margin contraction, and soft Q1 guidance, signaling recovery has stalled. Valuation has expanded sharply, with optimism for a comeback largely priced in despite weak fundamentals.

Lumen (LUMN - Free Report) reported $3.04 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 8.7%. EPS of $0.23 for the same period compares to $0.09 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.08 billion, representing a surprise of -1.4%. The company delivered an EPS surprise of +209.52%, with the consensus EPS estimate being -$0.21.

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 Lumen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Operating Revenues- Total Business Segment Revenue: $2.43 billion versus $2.47 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.8% change.Operating Revenues- Total Mass Markets Revenue: $616 million versus the two-analyst average estimate of $617.38 million. The reported number represents a year-over-year change of -8.1%.Operating Revenues- Total Business Segment Revenue- Wholesale: $661 million versus $672.36 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.7% change.Operating Revenues- International and Other- Total: $77 million versus the two-analyst average estimate of $85.7 million. The reported number represents a year-over-year change of -16.3%.Mid-Market Enterprise- Total: $472 million versus the two-analyst average estimate of $483.11 million. The reported number represents a year-over-year change of +4.4%.Public Sector- Total: $457 million versus $485.35 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -17.5% change.Large Enterprise- Total: $758 million versus the two-analyst average estimate of $740.71 million. The reported number represents a year-over-year change of -10.3%.View all Key Company Metrics for Lumen here>>>

Shares of Lumen have returned +18% over the past month versus the Zacks S&P 500 composite's +1.8% 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.

HomeDividends AnalysisDividend Strategy

SummaryThe 4-Factor Dividend Growth Portfolio, inspired by SCHD, targets high-quality, growth-focused dividend stocks using a rules-based, four-metric screen.Since inception, the strategy has delivered an annualized return of 16.07%, outperforming SCHD by 5.85% and consistently exceeding a 12% CAGR in most cycles.Key selection metrics—free cash flow to debt, 5-year dividend growth, ROIC, and forward yield—have produced stable, high-quality portfolios with low turnover.Recent tests adding an expected rate of return filter have underperformed the original process, suggesting the core 4-factor method remains superior for now. Alex Cristi /iStock via Getty Images

4-Factor Dividend Growth Portfolio The 4-Factor Dividend Growth Strategy is an alternative investment strategy to the popular Schwab U.S. Dividend Equity ETF (SCHD). Think of it as having your own custom tailored

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

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

Nintendo shares plunged more than 10% on Wednesday, a day after the gaming giant missed market estimates for quarterly revenue and as it faces headwinds from an unprecedented memory shortage.

The company beat profit estimates though, clocking a 24% jump year on year, bolstered by sales of its Nintendo Switch — now the company's best selling console ever following its release in 2017. Revenue rose 86%.

Nintendo is facing pressure this year from a shortage in memory chips — a key component in its gaming consoles — that has resulted in surging prices.

According to Andrew Jackson, head of Japanese Equity Strategy at Ortus Advisors, investors remain concerned about the impact that memory costs will have on the company's margins. 

While Nintendo President Shuntaro Furukawa said Tuesday that memory price rises were not significantly impacting results for the financial year, he said it could impact profitability if the component costs remain high over the longer term. 

While the company maintained its full-year Switch 2 sales forecast on Tuesday, a question facing Nintendo this is year is whether its pipeline of upcoming Switch 2 games will be enough to convince consumers to upgrade to the latest gaming console released in June last year.

In February, it plans to release "Mario Tennis Fever" for the Switch 2, and "Pokémon Pokopia" in March — two titles from its most popular franchises.

The company also has "The Super Mario Galaxy Movie" set for release in April. The first Super Mario movie released in 2023 had provided a significant boost to Nintendo's console sales, with the company likely hoping for a similar effect on the Switch 2.

On Tuesday, James McWhirter, senior analyst at Omdia, told CNBC that 2026 would be a "make-or-break" year for the for Switch 2′s future as Nintendo looks to win more mass market appeal.

Nintendo's shares have lost more than 15% so far this year.

— CNBC's Arjun Kharpal contributed to this report.

The latest results suggest this transportation giant's turnaround is still underway.

United Parcel Service (UPS +1.51%), better known as UPS, is one of the most widely followed high-yield dividend stocks. Although shares sport an above-average forward yield, there has been some uncertainty over the past year as the logistics giant attempts to successfully execute a turnaround.

However, based on the latest quarterly earnings release, I'm more bullish than ever about UPS's turnaround prospects.

Even as, based on the latest results themselves, a turnaround remains a work in progress. Why?

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Digging deeper, there's more to suggest that improved results are just on the horizon. Coupled with UPS's 6.2% forward dividend yield, this could be the recipe for some strong total returns in the years ahead.

Image source: Getty Images.

First, the bad news While you may be thinking I'm about to report that UPS had a banner quarter during the fourth quarter of 2025, don't hold your breath. The takeaway here is "better than expected." The company reported declines in revenue, operating earnings, and adjusted earnings per share (EPS).

Metric Q4 2025

Q4 2024

% Change

Total revenue

$24.5 billion

$25.3 billion

-3.2%

Total operating earnings

$2.6 billion

$2.9 billion

-12%

Adjusted earnings per share (EPS)

$2.38

$2.75

-13.5%

To make matters worse, UPS made another disappointing announcement. By maintaining, rather than raising, UPS's $1.64 per share quarterly cash dividend, the company's 16-year dividend growth streak is now over.

Yes, all of this seems lackluster. It makes perfect sense why shares are experiencing mixed price action post-earnings. However, take a closer look, and there is more reason to be excited than disappointed with the latest developments.

Why I'm more bullish than before on UPS's comeback Again, while revenue and earnings fell year over year, Wall Street was expecting worse results. For instance, sell-side analysts were expecting revenue of just $24 billion and earnings of only $2.20 per share. Besides exceeding walked-back expectations, UPS also reported strong guidance for the coming year.

UPS's outlook calls for revenue of $89.7 billion in 2026, versus analysts' estimates of just $88 billion. UPS's operating margin guidance of 9.6% implies operating profits of $8.6 billion. That's a 9.3% improvement compared to the reported operating profit for 2025.

As for the lack of dividend increases, it's encouraging that UPS has maintained its high payout. For months, there were rising concerns that UPS would cut or suspend its dividend, given its dividend payout ratio exceeding 80%.

There's reason for hope After a transitory 2025, UPS appears well-positioned to begin a comeback in 2026, at least based on the aforementioned guidance updates. Further progress could lead to further gains for the stock. Shares have surged from $82 to $110 at this writing, but don't rule out further upside.

Longer-term earnings estimates call for EPS to hit $8.11 per share by 2027. UPS currently trades for around 14 times forward earnings, but during more promising times, it has traded at a slightly higher forward price-to-earnings (P/E) ratio.

A mix of improved earnings and valuation expansion could mean steady gains in the years ahead. Add to this the fact that UPS will maintain its 6.2% dividend throughout the turnaround, and you may start to see why I'm more bullish on UPS than I was before earnings.

New York, New York--(Newsfile Corp. - February 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Lakeland Industries, Inc. (NASDAQ: LAKE) resulting from allegations that Lakeland may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Lakeland 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=50020 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 December 9, 2025, Lakeland Industries issued a press release entitled "Lakeland Fire + Safety Reports Fiscal Third Quarter 2026 Financial Results." In this press release, Lakeland announced that it was withdrawing its previously issued financial guidance for the 2026 fiscal year and that it would "not be providing financial guidance going forward."

On this news, Lakeland stock fell 38.97% on December 10, 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.

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282646

Source: The Rosen Law Firm PA

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SummaryAlphabet faces high investor expectations following a year of significant stock growth, with the core focus being proof that massive capital investments in AI.Wall Street expects a strong quarter, projecting revenue of approximately $111.4 billion (+15.4% YoY) and earnings per share (EPS) of $2.64.Critical items for investors include updates on AI monetization (Gemini integration, Search evolution), the conversion velocity and margin expansion of Google Cloud. 400tmax/iStock Unreleased via Getty Images

By Zain Vawda

Alphabet Inc. (GOOG) (GOOGL) is scheduled to release its fourth quarter 2025 earnings on Wednesday, February 4, 2026, after the market close. The tech giant enters this report following a historic year

New York, New York--(Newsfile Corp. - February 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"), of the important March 13, 2026 lead plaintiff deadline.

SO WHAT: If you purchased CoreWeave 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 CoreWeave class action, go to https://rosenlegal.com/submit-form/?case_id=50571 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 13, 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 false and/or misleading statements and/or failed to disclose that: (1) defendants had overstated CoreWeave's ability to meet customer demand for its service; (2) defendants materially understated the scope and severity of the risk that CoreWeave's reliance on a single third-party data center supplier presented for CoreWeave's ability to meet customer demand for its services; (3) the foregoing was reasonably likely to have a material negative impact on CoreWeave's revenue; (4) as a result, CoreWeave's public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the CoreWeave class action, go to https://rosenlegal.com/submit-form/?case_id=50571 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/282649

Source: The Rosen Law Firm PA

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NEW YORK and NEW ORLEANS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until March 23, 2026 to file lead plaintiff applications in a securities class action lawsuit against BellRing Brands, Inc. (NYSE: BRBR), if they purchased or otherwise acquired the Company’s securities between November 19, 2024 and August 4, 2025, inclusive (the “Class Period”). This action is pending in the United States District Court for the Southern District of New York.

What You May Do

If you purchased securities of BellRing and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, 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/nyse-brbr/ to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by March 23, 2026.

About the Lawsuit

BellRing and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.  

On May 6, 2025, the Company disclosed that “several key retailers lowered their weeks of supply on hand, which is expected to be a mid-single-digit headwind to our third quarter growth,” and that “[w]e now expect Q3 sales growth of low single digits.” On this news, the price of BellRing’s shares fell $14.88 per share, or 19%, from $78.43 per share on May 5, 2025, to close at $63.55 per share on May 6, 2025, on unusually heavy trading volume.

Then, on August 4, 2025, post-market, the Company reported its fiscal 3Q 2025 financial results, disclosing a disappointing new 2025 sales outlook, stating “BellRing management has narrowed its fiscal year 2025 outlook for net sales to [a] range between $2.28-$2.32 billion,” due to “several other competitors” gaining space to sell their products with a large retailer and that “it is not surprising to see new protein RTDs enter[ed]” the convenient nutrition market. On this news, the price of BellRing’s shares fell $17.46 per share, or nearly 33%, from $53.64 per share on August 4, 2025, to $36.18 per share on August 5, 2025, on unusually heavy trading volume.

The case is Denha v. BellRing Brands, Inc., No. 26-cv-00575.

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.

Contact:

Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163

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NEW YORK CITY and NEW ORLEANS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in Coupang, Inc. (“Coupang” or the “Company”) (NYSE: CPNG) of class action securities lawsuits.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors of Coupang who were adversely affected by alleged securities fraud between May 7, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://www.ksfcounsel.com/cases/nyse-cpng/

Coupang 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/nyse-cpng/ to learn more.

CASE DETAILS: According to the Complaint, Coupang and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws. The alleged false and misleading statements and omissions include, but are not limited to, that: (i) the Company had inadequate cybersecurity protocols that allowed a former employee to access sensitive customer information for nearly six months without being detected; (ii) this subjected the Company to a materially heightened risk of regulatory and legal scrutiny; (iii) when defendants became aware that the Company had been subjected to this data breach, they did not report it in a current report filing in compliance with applicable Securities and Exchange Commission reporting rules; and (iv) as a result, defendants’ public statements were materially false and/or misleading at all times.

The first-filed case is Barry v. Coupang, Inc., et al., No. 25-cv-10795. A subsequent case, Lee v. Coupang, Inc., et al., No. 26-cv-00047, expanded the class period.

WHAT TO DO? If you invested in Coupang and suffered a loss during the relevant time frame, you have until February 17, 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.

Contact:

Kahn Swick & Foti, LLC

Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163

CONNECT WITH US: Facebook || Instagram || YouTube || TikTok || LinkedIn

Enphase Energy, Inc. (ENPH) Q4 2025 Earnings Call February 3, 2026 4:30 PM EST

Company Participants

Zachary Freedman - Head of Investor Relations
Badrinarayanan Kothandaraman - President, CEO & Director
Mandy Yang - EVP & CFO
Raghuveer Belur - SVP, Co-founder & Chief Products Officer

Conference Call Participants

Philip Shen - ROTH Capital Partners, LLC, Research Division
Brian Lee - Goldman Sachs Group, Inc., Research Division
Praneeth Satish - Wells Fargo Securities, LLC, Research Division
Colin Rusch - Oppenheimer & Co. Inc., Research Division
Eric Stine - Craig-Hallum Capital Group LLC, Research Division

Presentation

Operator

Good day, and welcome to the Enphase Energy's Fourth Quarter 2025 Financial Results. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Zach Freedman. Please go ahead, sir.

Zachary Freedman
Head of Investor Relations

Good afternoon, and thank you for joining us on today's conference call to discuss Enphase Energy's Fourth Quarter 2025 results. On today's call are Badri Kothandaraman, our President and Chief Executive Officer; Mandy Yang, our Chief Financial Officer; and Raghu Belur, our Chief Products Officer. After the market closed today, Enphase issued a press release announcing the results for its fourth quarter ended December 31, 2025. During this conference call, Enphase management will make forward-looking statements, including, but not limited to, statements related to our expected future financial performance, market trends, the capabilities of our technology and products and the benefits to homeowners and installers; our operations, including manufacturing, customer service and supply and demand, anticipated growth in existing and new markets, including the TPO market, the timing of new product introductions and enhancements to existing products and regulatory tax, tariff and supply chain matters.

These forward-looking statements involve significant risks and uncertainties, and our actual results and the timing of events could differ materially from these

New York, New York--(Newsfile Corp. - February 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Klarna Group plc (NYSE: KLAR) pursuant and/or traceable to the registration statement and related prospectus (collectively, the "Registration Statement") issued in connection with Klarna's September 2025 initial public offering (the "IPO"), of the important February 20, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Klarna securities 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 Klarna class action, go to https://rosenlegal.com/submit-form/?case_id=48971 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 20, 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, the Registration Statement contained false and/or misleading statements and/or failed to disclose that: (1) Defendants materially understated the risk that Klarna's loss reserves would materially go up within a few months of the IPO, which they either knew of or should have known of given the risk profile of many individuals agreeing to Klarna's buy now, pay later ("BNPL") loans; and (2); as a result, defendants' public statements were materially false and misleading at all relevant times and negligently prepared. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Klarna class action, go to https://rosenlegal.com/submit-form/?case_id=48971 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 or 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/282650

Source: The Rosen Law Firm PA

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After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race. But data shows that it is losing ground with users.

For the quarter ended December 2025, Carlisle (CSL - Free Report) reported revenue of $1.13 billion, up 0.4% over the same period last year. EPS came in at $3.90, compared to $4.47 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.1 billion, representing a surprise of +2.24%. The company delivered an EPS surprise of +8.21%, with the consensus EPS estimate being $3.60.

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 Carlisle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Carlisle Construction Materials (CCM): $826.8 million versus the four-analyst average estimate of $810.77 million. The reported number represents a year-over-year change of -0.8%.Revenues- Carlisle Weatherproofing Technologies (CWT): $300.9 million compared to the $292.82 million average estimate based on four analysts. The reported number represents a change of +4% year over year.Adjusted EBIT- Carlisle Construction Materials (CCM): $198.7 million versus the three-analyst average estimate of $182.97 million.Adjusted EBIT- Corporate and unallocated: $-21 million versus the three-analyst average estimate of $-20.18 million.Adjusted EBIT- Carlisle Weatherproofing Technologies (CWT): $21.3 million versus the three-analyst average estimate of $20.86 million.View all Key Company Metrics for Carlisle here>>>

Shares of Carlisle have returned +3.1% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

SANTA CLARA, Calif.--(BUSINESS WIRE)--SiTime Corporation (NASDAQ: SITM), the Precision Timing company, today confirmed that it is in discussions with Renesas Electronics Corporation (“Renesas”) regarding a potential acquisition of Renesas' timing business. No agreement has been reached, and there can be no assurance that any transaction will result from these discussions or on what terms any transaction may occur. The Company does not intend to make further comments with respect to the discussi.

Nvidia reports its quarterly results on Feb. 25, and all signs so far are pointing to a great quarter.

Nvidia (NVDA 2.82%) is, by far, the dominant maker of artificial intelligence (AI) chips and related technology. Indeed, the AI revolution is largely being fueled by the company's AI-enabling hardware, software, and tools.

So, when large companies in the AI space report powerful demand for their AI-related products, this is a positive for Nvidia. That's because these companies are almost always Nvidia partners and/or customers – directly or indirectly.

This is the case with both Palantir Technologies (PLTR +6.85%) and Teradyne (TER +13.35%), which both reported great fourth-quarter results after the market close on Monday. Both stocks had substantial gains on Tuesday.

Image source: Getty Images.

Palantir's quarterly results Palantir is an AI-powered data analytics company serving both government and commercial customers, and its growth – which was already powerful – accelerated in the quarter. It's an Nvidia partner and incorporates Nvidia's graphics processing units (GPUs) and other tech into its AI-driven platform.

Today's Change

(

6.85

%) $

10.12

Current Price

$

157.88

In the fourth quarter, Palantir's revenue soared 70% year over year to $1.41 billion. Growth was driven by U.S. commercial revenue skyrocketing 137% to $507 million and U.S. government revenue jumping 66% to $570 million. Adjusted earnings per share (EPS) surged 79% to 0.25.

Moreover, management provided 2026 revenue guidance of 61% annual growth.

The quarter's results and guidance easily beat Wall Street's estimates.

Palantir stock jumped 6.8% on Tuesday.

Teradyne's quarterly results Teradyne's largest business is making testing equipment for semiconductors (or chips). Management attributed its robust results to strong demand for AI-related chips.

One of Teradyne's major customers is Taiwan Semiconductor Manufacturing (TSM), the world's largest chip foundry and Nvidia's primary chip manufacturing partner. This makes Nvidia kind of an indirect customer of Teradyne.

Today's Change

(

13.35

%) $

33.31

Current Price

$

282.84

In Q4, Teradyne's revenue jumped 44% year over year to $1.08 billion, driven by strong demand for its testing equipment for AI-related chips, both compute (the category that includes the GPUs that Nvidia designs) and memory (Nvidia buys memory chips for integration with its GPUs for its AI data center chips). Adjusted EPS soared 89% year over year to $1.80, crushing the $1.38 Wall Street had expected.

CEO Greg Smith said, "In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI."

Teradyne stock rocketed 13.4% on Tuesday.

Nvidia reports its quarterly earnings on Feb. 25 Nvidia is scheduled to report its fourth-quarter and full-year fiscal 2026 (ended in late January) results on Wednesday, Feb. 25, after the market close. (It generally releases its results at 4:20 p.m. ET, in my observation.) An earnings call with analysts is scheduled for 5 p.m. ET the same day.

For Q4, management guided for revenue of $65 billion, representing year-over-year growth of 65%. It also guided (albeit indirectly, through several inputs) for adjusted EPS of $1.50, representing 69% growth.

Skyworks Solutions, Inc. (SWKS) Q1 2026 Earnings Call February 3, 2026 4:30 PM EST

Company Participants

Rajvindra Gill - Vice President of Investor Relations
Philip Brace - CEO, President & Director
Philip Carter - Senior VP, CFO and Principal Financial & Accounting Officer

Conference Call Participants

Harsh Kumar - Piper Sandler & Co., Research Division
Karl Ackerman - BNP Paribas, Research Division
Edward Snyder - Charter Equity Research
Timothy Arcuri - UBS Investment Bank, Research Division
Peter Peng - JPMorgan Chase & Co, Research Division
James Schneider - Goldman Sachs Group, Inc., Research Division
Gary Mobley - Loop Capital Markets LLC, Research Division
Yash Shah - Susquehanna Financial Group, LLLP, Research Division
Liam Pharr - BofA Securities, Research Division

Presentation

Operator

Good afternoon, and welcome to Skyworks Solutions First Quarter Fiscal Year 2026 Earnings Call. This call is being recorded. At this time, I will turn the call over to Raji Gill, Vice President of Investor Relations for Skyworks. Mr. Gill, please go ahead.

Rajvindra Gill
Vice President of Investor Relations

Thank you, operator. Good afternoon, everyone, and welcome to Skyworks' First Fiscal Quarter 2026 Conference Call. With me today for our prepared remarks is Phil Brace, our Chief Executive Officer and President; and Philip Carter, Senior Vice President and Chief Financial Officer for Skyworks. This call is being broadcast over the web and can be accessed from the Investor Relations section of the company's website at skyworksinc.com.

In addition, the company's prepared remarks will be made available on our website promptly after the conclusion during the call. Before we begin, I would like to remind everyone that our discussion will include statements relating to future results and expectations that are or may be considered forward-looking statements. Please refer to our earnings press release and recent SEC filings, including our annual report on Form 10-K for information on certain risks that could cause