Key Takeaways HSBC reported Q4 pre-tax profit of $6.80B, driven by 41.5% y/y revenue growth and lower ECL charges.HSBC saw profit growth in Hong Kong, UK, CIB and Wealth units, while losses narrowed at Corporate Centre.HSBC expects at least $45B in 2026 NII and targets 17% or more RoTE through 2028.HSBC Holdings (HSBC) reported fourth-quarter 2025 pre-tax profit of $6.80 billion, which increased significantly from the prior-year quarter.Results were primarily driven by an increase in revenues, and lower exp ...

Core Insights - Adobe's expanding partner base and AI initiatives are expected to help the stock navigate a challenging business environment, particularly as traditional SaaS software stocks face ongoing AI disruption. An innovative AI-infused portfolio is anticipated to assist Adobe in competing against major players like Microsoft and Alphabet in the near term. Adobe shares have declined by 27.1% year to date [1]. Group 1: Partnerships and AI Integration - Adobe has a robust partner ecosystem that includes Amazon Web Services, Microsoft Azure, Google, and OpenAI, among others. The company is expanding its partnership with WPP to deliver integrated solutions for global brands, optimizing media through AI agents [2]. - Adobe's applications, such as Firefly, Express, and Creative Cloud, are integrating models from various partners, enhancing their capabilities and performance [2]. Group 2: Product Development and Adoption - The continued adoption of Adobe's cloud-based platforms, including Acrobat and Express, is expected to drive growth, supported by AI-powered features like Firefly and Acrobat AI Assistant. These innovations are facilitating faster content creation and improving document productivity, which is positively impacting subscription renewals and premium upgrades [3]. - Users are increasingly relying on Acrobat AI Assistant for efficient content consumption and utilizing Express for creating customized presentations and designs. This trend is expected to contribute to top-line growth in fiscal 2026, with revenue estimates at $26.04 billion, reflecting a 9.5% increase from fiscal 2025 [4][8]. Group 3: Competitive Landscape - Adobe's AI business remains small compared to competitors like Microsoft and Alphabet. Microsoft is experiencing growth in its Intelligent Cloud revenues, driven by Azure AI services and the AI Copilot business, which enhances customer relationships and revenue per user [5]. - Alphabet is leveraging AI across its offerings, including Search and Google Cloud, which is driving monetization opportunities and overall growth [6]. Group 4: Financial Performance and Valuation - Adobe shares have underperformed, losing 42.5% over the past year, compared to a 25.2% return in the broader Zacks Computer and Technology sector [7]. - The stock is currently trading at a lower forward price/sales multiple of 3.94 compared to the sector average of 6.38, indicating a potential undervaluation [11]. - The Zacks Consensus Estimate for fiscal 2026 earnings is $23.47 per share, suggesting a 12.1% growth from fiscal 2025 [14].

Key Takeaways Capital One trades at 9.42X forward earnings, above industry and key peers like Ally and OneMain.COF's credit card net revenues rose 40.5% in 2025, boosted by Discover and loan growth.Capital One faces margin risks from rate caps, rising costs and recent earnings estimate cuts.At a glance, Capital One Financial Corporation (COF) stock appears to trade at a premium when compared with the industry at large. The company’s current forward 12-month price/earnings (P/E) ratio of 9.42 is above the in ...

Lowe’s reported its fiscal fourth-quarter results this morning, posting beats on both the top and bottom lines that highlighted the effectiveness of its Total Home strategy in a pressured housing environment.Total sales reached $20.6 billion, up 11% year-over-year, exceeding the Zacks Consensus Estimate of $20.36 billion. Adjusted EPS came in at $1.98, up 2.6% from the prior-year quarter and surpassing expectations of $1.95, even after absorbing $149 million in pre-tax acquisition-related expenses. This per ...

Key Takeaways Goldman is shifting from consumer banking to focus on IB, trading and AWM growth.GS posted 21% y/y IB revenue growth in 2025 and targets high-teens AWM returns.Citigroup expects 4-5% revenue CAGR and $2-2.5B in savings by 2026.Wall Street’s largest institutions are redefining what sustainable growth looks like. The Goldman Sachs Group, Inc. (GS) is evolving from a deal-driven powerhouse into a more balanced financial services firm, while Citigroup Inc. (C) is shedding complexity to sharpen its ...

A longtime retail operator-turned-tech CEO is betting that agentic AI can replace spreadsheet-heavy planning by turning market data into weekly, profit-linked merchandising decisions. “Built for retailers by retailers,” touts CEO and co-founder Dr. Mark Chrystal, regarding agentic AI-powered retail decision intelligence platform Profitmind which has raised $9 million in a Series A financing round led by Accenture Ventures. More from Sourcing Journal The funding will be used to scale the platform to more ...

This is my first time covering The Mosaic Company ( MOS ) as an analyst on Seeking Alpha. Even so, I’m very familiar with the company , since it's based out of my home stateI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative posit ...

BOSTON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Block & Leviton is investigating Camping World Holdings, Inc. (NYSE: CWH) for potential securities law violations. Investors who have lost money in their Camping World Holdings, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/cwh. What is this all about? Shares of Camping World fell more than 20% on February 25, 2026, after the company announced it is pausing its ...

(NYSE: PLTR | PLTR Price Prediction) and Snowflake (NYSE: SNOW) just reported earnings revealing two companies attacking AI from…]## Snowflake Enjoys Avalanche of Growth and Profitability[Rich Duprey | Feb 27, 2025 at 1:36 PM EST Snowflake (NASDAQ:SNOW) is proving the turnaround strategy is working. CEO Sridhar Ramaswamy, who took over less than a year ago,…]## Atlassian Shares Jump on Strong FY26 Q1 Earnings[Joel South | Oct 30, 2025 at 6:41 PM EDT Atlassian (NASDAQ: TEAM) delivered a solid quarter that re ...

Group 1 - UBS reaffirmed its Buy rating and $475 price forecast for Broadcom, citing that the premium semiconductor valuation is justified by durable growth despite broader software-sector multiple compression acting as a drag on the stock [1] - A cautionary note regarding the integration of VMware was raised, with UBS warning that customer churn could increase in 2026 and 2027 as three-year contracts renew, posing a potential medium-term challenge for the enterprise segment [2] Group 2 - Arya projects that AI systems will expand by 100% in 2026 due to new deployments, and anticipates that chip vendors will pass higher memory costs to customers to protect margins against rising component expenses [3] - Broadcom shares were reported to be up 1.17% at $329.30 at the time of publication [3]