Today's News Sentiment

Ticker Summary Sentiment Date
HUMHumana has launched Agent Assist, an AI-powered support tool developed with Google Cloud, to help its member advocates provide faster and more personalized responses. This initiative uses Google Cloud's Vertex AI, Gemini, and Gemini Enterprise for Customer Experience to assist over 20,000 member advocates. The tool is designed with a "human-in-the-loop" approach, aiming to enhance service quality by accelerating information retrieval while keeping advocates in charge of decisions.Bullish2026-02-03 22:23:02
EMREmerson Electric, a St. Louis-based industrial company, reported $4.35 billion in sales, marking a 4% growth in the first quarter of fiscal year 2026. Despite the sales increase, the company experienced a decline of approximately 10% in its operating cash flow during the same period.Bearish2026-02-03 22:23:02
GMThis article compares the fates of the Tucker Model 48 and the GM EV1, two revolutionary American automobiles, arguing that both were victims of automotive sabotage. The Tucker 48 faced external opposition from the Big Three automakers and government, leading to its demise, while the GM EV1 was intentionally terminated by its own company leadership despite its technological advancements and public appeal. The author explores which vehicle was "fleeced" harder, attributing the Tucker's downfall to external conspiracy and the EV1's to internal corporate shortsightedness.Bearish2026-02-03 22:23:02
CMGChipotle Mexican Grill (CMG) experienced a sharp drop in after-hours trading due to negative comparable sales growth. Despite a 4.6% increase in total revenue driven by new restaurant openings and gift card breakage, comparable sales fell by 2.5%. The company's expansion strategy, particularly with "Chipotlanes," is expected to support future revenue and margins, despite current headwinds in same-store sales.Bearish2026-02-03 22:23:02
CLXLinda Rendle, Chair and CEO of The Clorox Company, discusses the Q2 FY26 earnings, noting that results were generally in line with expectations despite consumer pressure and the final phase of their U.S. ERP implementation. The company is focusing on innovation and leveraging its digital transformation to enhance value, accelerate decision-making, and improve execution. Clorox also announced the strategic acquisition of GOJO Industries, makers of Purell®, to strengthen its health and hygiene leadership and drive accretive growth.Bullish2026-02-03 22:23:02
EMREmerson Electric (EMR) surpassed profit expectations and met revenue forecasts for its fiscal first quarter, with adjusted earnings of $1.46 per share. Following the announcement, the industrial automation company's shares were little changed in extended trading.Bullish2026-02-03 22:23:02
FITBFifth Third Bancorp has completed its $12.3 billion acquisition of Comerica Bank, with rebranding set to begin in September. The merger will lead to the closure of 76 branches in Michigan, but is expected to increase branch access for customers of both banks. Account numbers for most Comerica customers will remain the same, and Comerica Park will be renamed after the 2026 baseball season.Bullish2026-02-03 22:23:02
ITCrowdStrike has been recognized as a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Application Security Posture Management (ASPM) Tools report. The company received top customer ratings for product capabilities and deployment experience, demonstrating its success in providing a unified cloud security platform that addresses application risk and complex security challenges. Customers highlighted Falcon ASPM's comprehensive approach to application security, real-time visibility, intelligent risk insights, and seamless DevSecOps integration.Bullish2026-02-03 22:23:02
JJacobs Solutions (NYSE:J) exceeded Wall Street's revenue expectations in Q4 CY2025, with sales up 12.3% year-on-year to $3.29 billion and an adjusted EPS of $1.53, beating analyst estimates. The company's backlog grew significantly by 20.6% year-on-year to $26.31 billion, indicating strong demand. Management raised its fiscal year outlook, driven by robust performance in Infrastructure & Advanced Facilities and PA Consulting.Bullish2026-02-03 22:23:02
AMCRAmcor PLC (AMCR) reported fourth-quarter earnings per share of $0.86, surpassing analyst estimates by $0.02. However, the company's revenue of $5.45 billion fell short of the consensus estimate of $5.52 billion. Amcor provided a full-year 2026 EPS guidance of $4.00-$4.15, aligning with analyst expectations.Bearish2026-02-03 22:23:02
AATAmerican Assets Trust (NYSE: AAT) announced its Q4 earnings on Tuesday, February 3, 2026, reporting an EPS of $0.47, significantly beating the estimated $0.24 by 96.0%. Despite beating EPS estimates, revenue was down $3.37 million compared to the same period last year. The article also provides an overview of the company's past quarterly performance showing consistent beats on EPS.Bullish2026-02-03 22:23:02
VLTOVeralto (NYSE: VLTO) announced strong financial results for the fourth quarter and full year 2025. The company reported a 3.8% sales increase to $1,396 million in Q4 2025 and a 6.0% sales increase to $5,503 million for the full year 2025, driven by mid-single-digit core sales growth and double-digit adjusted earnings per share growth. Veralto also provided 2026 guidance, anticipating low-to-mid-single-digit core sales growth and adjusted EPS in the range of $4.10 to $4.20.Bullish2026-02-03 22:23:02
VTRSViatris Inc. (Nasdaq: VTRS) announced it will report its fourth quarter and full-year 2025 financial results on February 26, 2026, and host a webcast to discuss these findings. Additionally, the company will hold an Investor Event in New York City on March 19, 2026. Further details for the investor event will be provided during the February investor call, with a live webcast also available for interested parties.Bearish2026-02-03 22:23:02
DGDollar General (NYSE: DG) has announced significant changes to its board of directors. David P. Rowland has been appointed as the new chairman, succeeding Michael M. Calbert, who will remain an independent director. Additionally, long-serving director Warren F. Bryant will retire at the 2026 annual meeting of shareholders after 16 years of service.Bullish2026-02-03 22:23:02
EPAMEPAM Systems Inc. (EPAM) stock declined by 12.87% on Tuesday, closing at $183.33. This underperformance occurred during a generally negative trading session, with both the S&P 500 Index and Dow Jones Industrial Average also falling. The company's stock is now 31.85% below its 52-week high.Bearish2026-02-03 22:23:02
EXPEExpedia Group Inc. (EXPE) stock fell 15.26% on Tuesday, closing at $234.46. This underperformance occurred during a general market downturn, with both the S&P 500 and Dow Jones Industrial Average also declining. The stock is now 22.82% below its 52-week high of $303.80 reached on January 9th.Bearish2026-02-03 22:23:02
INTUShares of Intuit Inc. (INTU) fell by 10.89% to $434.09 on Tuesday, marking its seventh consecutive day of losses. This decline occurred in a generally negative trading session, with the S&P 500 Index (SPX) dropping 0.84% and the Dow Jones Industrial Average (DJIA) falling 0.34%. The article highlights that Intuit's stock underperformed its competitors during this period.Bearish2026-02-03 22:23:02
ABTAbbott has received an FDA warning letter alleging quality system regulation violations concerning the production of its FreeStyle Libre continuous glucose monitors (CGMs). The letter, issued on January 23 and made public on February 3, relates to an October 2025 inspection of Abbott's Alameda, California facility. The FDA found that the CGMs produced there were "adulterated" due to manufacturing, packing, storage, or installation methods not conforming to current good manufacturing practice requirements, deeming Abbott's responses to the four alleged violations "inadequate."Bearish2026-02-03 22:23:02
ATOAtmos Energy Corporation announced that its Board of Directors has declared a quarterly dividend of $1.00 per share on its common stock, totaling an indicated annual dividend of $4.00. This marks the company's 169th consecutive quarterly dividend. The dividend is payable on March 9, 2026, to shareholders of record as of February 23, 2026.Bullish2026-02-03 22:23:02
BENFranklin Resources, Inc. (NYSE: BEN) has announced a quarterly cash dividend of $0.33 per share, payable on April 10, 2026, to shareholders of record by March 31, 2026. This dividend is consistent with the previous quarter's payout and marks a 3.1% increase compared to the same quarter last year. Franklin Templeton, the investment manager, highlighted its role as a trusted partner delivering tailored solutions across public and private markets.Bullish2026-02-03 22:23:02
BENFranklin Resources (BEN) has declared a quarterly dividend of $0.33 per share, amounting to $1.32 annualized. The dividend record date is March 31, 2026, with an ex-dividend date of March 30, 2026, and will be payable on April 10, 2026. This translates to an annual dividend yield of 4.9 percent.Bullish2026-02-03 22:23:02
CTVACorteva, Inc. (CTVA) reported a Q4 adjusted EPS of $0.22 per share, meeting FactSet's estimate. This financial update indicates the company's performance against analyst expectations. Additional news highlighted Corteva's fiscal 2026 operating EPS range, missing quarterly sales estimates, and recent analyst rating adjustments.Bearish2026-02-03 22:23:02
WBS-P-FBanco Santander has agreed to acquire Webster Financial Corp. in a $12.3 billion cash-and-stock transaction. Webster stockholders will receive cash and Santander American Depository Shares. The deal values Webster at a premium to its recent stock prices and tangible book value, with the transaction expected to close in the second half of 2026.Bearish2026-02-03 22:23:02
ENPHEnphase Energy (NASDAQ:ENPH) exceeded Q4 earnings and revenue estimates, causing its shares to jump over 5% in after-hours trading. The company reported adjusted EPS of $0.71 and revenue of $343.3 million, and provided an optimistic Q1 2026 revenue forecast above analyst expectations. This positive performance was driven by increased product demand in the U.S. and strong cash reserves, despite negative impacts from reciprocal tariffs.Bullish2026-02-03 22:23:02
WAFDPWaFd, Inc. announced a cash dividend of $12.1875 per share on its 4.875% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock, which translates to $0.30468750 per depositary share. The dividend is payable on April 15, 2026, to shareholders of record as of March 31, 2026. This announcement follows a recent earnings report where WaFd Inc. slightly missed analyst expectations for Q1 FY2026, and an adjusted price target by Keefe, Bruyette & Woods.Bearish2026-02-03 22:23:02
MMM3M Company has announced a quarterly dividend of $0.78 per share for the first quarter of 2026, payable on March 12, 2026. This dividend maintains its consistent payment history of over 100 years and remains unchanged from the previous quarter. The announcement follows recent fourth-quarter 2025 earnings where 3M surpassed analyst expectations for both EPS and revenue, although its stock experienced a decline due to broader market conditions.Bullish2026-02-03 22:23:02
AMGNAmgen released its Q4/FY 2025 earnings report, showing strong performance with double-digit growth in revenues and earnings per share. Chairman and CEO Robert A. Bradway highlighted the company's momentum across its medicine portfolio and its focus on advancing innovative therapies for long-term growth. Further details are available in the earnings press release and a webcast of the earnings call.Bullish2026-02-03 22:23:02
AXPShares of BILL Holdings (BILL), American Express Global Business Travel (GBTG), and DigitalOcean (DOCN) experienced significant drops due to widespread market fears about disruption from artificial intelligence, leading to a broad-based sell-off. The negative sentiment impacted various sectors, including the S&P 500 Information Technology Sector, and was exacerbated by concerns over trade protectionism, central bank independence, and rising oil prices. American Express Global Business Travel, in particular, has seen a 22% decline year-to-date and is trading well below its 52-week high.Bearish2026-02-03 22:23:02
CMGChipotle Mexican Grill's stock fell 8% after the company issued weak guidance for 2026, projecting flat same-store sales growth, and reported a fourth consecutive quarter of declining customer traffic. Despite beating Q4 2025 earnings and revenue estimates, the grim outlook and consumer pullback on discretionary spending overshadowed these positives. Chipotle plans to introduce new menu items, but has avoided price discounts.Bearish2026-02-03 22:23:02
EAElectronic Arts (EA) reported weaker-than-expected fiscal third-quarter results, missing both revenue and earnings estimates. However, the company experienced record net bookings, primarily driven by the launch of Battlefield 6, which helped to mitigate some of the negative impact and led to a modest increase in shares during after-hours trading. The company's expenses related to R&D, marketing, and G&A were higher, contributing to the missed estimates.Bullish2026-02-03 22:23:02
REGA new King Soopers-anchored shopping center, Lone Tree Village, is being developed in the RidgeGate master-planned community in Lone Tree, Colorado. The open-air center will span approximately 158,000 square feet. This development was announced by Regency Centers and reported by the Denver Business Journal.Bullish2026-02-03 22:23:02
CLXThe Clorox Company has completed the full rollout of its new SAP enterprise resource planning (ERP) system across the United States and Canada. This represents a 5-year, $580 million investment aimed at transforming the company's digital capabilities and enhancing nearly every aspect of its operations. The new cloud-based system provides real-time data, improves efficiency, and strengthens collaboration, forming a digital backbone to accelerate growth and increase resilience.Bullish2026-02-03 22:23:02
USBU.S. Bancorp (NYSE:USB) experienced an unusually high volume of call options trading on Tuesday, with investors acquiring 36% more call options than the average daily volume. The company’s stock traded up, reaching $58.78, and has seen various institutional investors increase their stakes. Analysts maintain a "Moderate Buy" rating for U.S. Bancorp with an average price target of $58.19.Bullish2026-02-03 22:23:02
WAFDPWaFd, Inc. has declared a cash dividend of $12.1875 per share on its 4.875% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock, equivalent to $0.30468750 per depositary share. This dividend is scheduled to be paid on April 15, 2026, to shareholders of record as of March 31, 2026. Analyst ratings for Washington Federal (WAFD) stock currently indicate a Buy with a $36.00 price target, while TipRanks’ AI Analyst, Spark, assesses WAFD as Neutral due to mixed financial performance.Bearish2026-02-03 22:23:02
FSLRFirst Solar, Inc. (NASDAQ:FSLR) experienced a 14.2% decline in short interest during January, totaling 8,442,378 shares as of January 15th. The stock traded up 3.7% to $239.04 with below-average volume, has a market cap of $25.65 billion, and a P/E of 18.36. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $275.94.Bullish2026-02-03 22:23:02
JKHYJack Henry & Associates (NASDAQ: JKHY) reported its Q2 earnings, beating estimated EPS by 21.0% with $1.72 against an estimate of $1.42. The company's revenue increased by $45.49 million year-over-year. Management also provided guidance for FY 2026, forecasting earnings between $6.61 and $6.72 per share.Bullish2026-02-03 22:23:02
JKHYJack Henry & Associates (NASDAQ:JKHY) reported Q4 earnings of $1.72 per share, surpassing the consensus estimate of $1.40. The technology company updated its FY 2026 guidance and saw its stock trade down 7.3% following the announcement. Insider activity included sales by COO Shanon G. Mclachlan and Director David B. Foss, while institutional investors adjusted their stakes.Bullish2026-02-03 22:23:02
JKHYJack Henry & Associates (NASDAQ:JKHY) has updated its FY 2026 earnings guidance, projecting an EPS of $6.61 to $6.72 and revenue between $2.5 billion. This is higher than the analyst consensus of $6.38 EPS and matches the $2.5 billion revenue estimate. The company's stock recently traded down 7.3% to $166.16 amidst various analyst ratings, and the dividend payout ratio stands at 35.26%.Bullish2026-02-03 22:23:02
CSGPCoStar Group (NASDAQ:CSGP) recently experienced unusually high put option trading, with 16,452 put options acquired, a 417% increase from its average daily volume. The company's stock traded down 15.4%, reaching $51.73, and it announced a $1.50 billion share repurchase program, suggesting management believes the stock is undervalued. Analysts have a "Moderate Buy" consensus rating with an average target price of $83.39, despite some recent price target reductions.Bearish2026-02-03 22:23:02
ENPHEnphase (NASDAQ:ENPH) reported better-than-expected Q4 CY2025 results, with revenue beating estimates despite a 10.3% year-on-year decline, and non-GAAP profit exceeding analyst consensus. The company also provided surprisingly strong revenue guidance for the next quarter. Despite recent declines in revenue and operating margin, the stock rose 5.9% immediately after the report, suggesting market optimism about its future performance.Bullish2026-02-03 22:23:02
VLTOVeralto Corporation (VLTO) has provided its adjusted EPS guidance for 2026, expecting a range of $4.10 to $4.20. This forecast is in line with FactSet's estimated EPS of $4.19. The company also released its Q1 adjusted EPS range of $0.97 - $1.01 and reported Q4 adjusted EPS of $1.04 per share, surpassing FactSet's estimate of $0.98.Bullish2026-02-03 22:23:02
TTWOTake-Two Interactive Software Inc. (NASDAQ: TTWO) saw its shares rise by as much as 5% in after-hours trading after the company raised its fiscal year forecast and exceeded bookings expectations in the fiscal third quarter. The game publisher's strong performance led to investor optimism.Bullish2026-02-03 22:23:02
BMYBristol-Myers Squibb (NYSE:BMY) is strategically balancing the acquisition of Orbital Therapeutics, which adds RNA-based therapies to its pipeline, against the immediate competitive pressure from Lupin's launch of a generic version of its key oncology drug, Sprycel. This dual development highlights BMY's efforts to diversify its product portfolio with promising new technologies while managing the impact of patent expiries and increased market competition for established treatments. Investors are now focused on the progression of new RNA programs and the revenue implications of Sprycel's generic competition.Bearish2026-02-03 22:23:02
PRUPrudential Financial (PRU) reported Q4 earnings that missed analyst estimates, primarily due to flat assets under management quarter-over-quarter. Adding to the challenges, its Japanese subsidiary, Prudential of Japan, voluntarily suspended new sales for 90 days following employee misconduct. Despite an increase in U.S. business operating income, the company acknowledged reputational damage from the Japan incident.Bearish2026-02-03 22:23:02
VLTOVeralto (NYSE: VLTO) announced strong financial results for the fourth quarter and full year 2025, driven by rigorous execution and strategic growth. The company reported a 3.8% increase in sales for Q4 2025 and a 6.0% increase for the full year, along with robust operating profit margins and significant free cash flow. Veralto also provided optimistic guidance for 2026, anticipating continued core sales growth and margin expansion, following its recent acquisition of In-Situ and an increase in its dividend.Bullish2026-02-03 22:23:02
XPOJerry Wade of Salem, an XPO driver for 31 years, was honored for achieving three million accident-free miles, a rare feat recognized by the company for only the third time in its Salem facility's 25-year history. Wade, who was surprised with a new truck, is one of only 68 XPO drivers nationwide to reach this milestone. Despite his eligibility for retirement, he plans to continue driving but notes significant negative changes in the trucking industry due to technology use and disrespect for laws.Bullish2026-02-03 22:23:02
PSXPhillips 66 announced its capacity to process approximately 250,000 barrels per day of Venezuelan crude at its Gulf Coast refineries, contingent on competitive pricing. This re-entry of Venezuelan oil into the U.S. market could displace other heavy crude sources like Western Canadian Select. The company recently purchased a cargo of Venezuelan crude at a discount to Brent, reflecting a potential shift in U.S. heavy crude sourcing dynamics following the lifting of sanctions.Bullish2026-02-03 22:23:02
KKRKKR & Co. is reportedly preparing its beauty care brand Wella Company, known for OPI nail polish, for an initial public offering in the US as early as this year. The IPO is expected to value Wella significantly higher than the $4.3 billion KKR initially paid for it.Bullish2026-02-03 22:23:02
AMCRAmcor (NYSE:AMCR) reported Q2 adjusted EPS of $0.86, exceeding estimates of $0.84, with revenue of $5.45 billion, slightly below the $5.52 billion consensus. The company's shares rose 2% following the announcement, driven by an 83% increase in adjusted EBITDA to $826 million and $55 million in acquisition synergies from the Berry acquisition. Amcor reaffirmed its fiscal 2026 adjusted EPS guidance of $4.00-$4.15 and announced a quarterly cash dividend of $0.65 per share.Bullish2026-02-03 22:23:02
CIFRCipher Mining's subsidiary, Black Pearl Compute LLC, is issuing $2 billion in senior secured notes to finance the construction of its 300-megawatt Black Pearl Facility in Wink, Texas. This move signifies Cipher's pivot from Bitcoin mining, which has become less profitable, to high-performance computing (HPC) and AI hosting. The company has already secured significant long-term leases with major tech companies, aiming for more stable, predictable revenue streams.Bullish2026-02-03 22:23:02