FTAI Infrastructure Inc. (NASDAQ:FIP) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the FTAI Infrastructure Inc. Fourth Quarter 2025 Earnings Conference Call.
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National Health Investors, Inc. (NYSE:NHI) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the National Health Investors, Inc. Fourth Quarter 2025 Earnings Webcast and Conference Call.
MBIA Inc. (NYSE:MBI) Q4 2025 Earnings Call Transcript
Operator: Please standby. Your program is about to begin. Welcome to the MBIA Inc. Fourth Quarter and Full Year 2025 Financial Results Conference Call.
PAR Technology Corporation (NYSE:PAR) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the PAR Technology Fiscal Year 2025 Fourth Quarter Financial Results Conference Call.
WillScot Holdings Corporation (WSC): A Bear Case Theory
We came across a bearish thesis on WillScot Holdings Corporation on DF Research’s Substack by Keith Dalrymple.
PACS Group, Inc. (NYSE:PACS) Q4 2025 Earnings Call Transcript
PACS Group, Inc. (NYSE:PACS) Q4 2025 Earnings Call Transcript February 26, 2026PACS Group, Inc. misses on earnings expectations.
Compañía de Minas Buenaventura S.A.A. (NYSE:BVN) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Welcome to the Compañía de Minas Buenaventura S.A.A. Fourth Quarter 2025 Earnings Results Conference Call.
eBay Inc. (EBAY): A Bull Case Theory
We came across a bullish thesis on eBay Inc. on TickerTrends Research’s Substack.
TORM plc (NASDAQ:TRMD) Q4 2025 Earnings Call Transcript
Operator: Hello, and welcome to the TORM Full Year 2025 Results Conference Call. [Operator Instructions] I would now like to turn the conference over to Jacob Meldgaard, CEO.
Main Street Capital Corporation (NYSE:MAIN) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Main Street Capital Corporation Fourth Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.
Titan International, Inc. (NYSE:TWI) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Titan International, Incorporated Fourth Quarter 2025 Earnings Conference Call.
Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Morgan Stanley Direct Lending Funds Fourth Quarter and Full Year 2025 Earnings Call.
BellRing Brands, Inc. (BRBR): A Bull Case Theory
We came across a bullish thesis on BellRing Brands, Inc. on Daniel's Deep Dive’s Substack.
RLJ Lodging Trust (NYSE:RLJ) Q4 2025 Earnings Call Transcript
Operator: Welcome to the RLJ Lodging Trust Fourth Quarter 2025 Earnings Call. As a reminder, all participants are in listen-only mode and the conference is being recorded.
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q4 2025 Earnings Call Transcript
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Q4 2025 Earnings Call Transcript February 26, 2026Applied Optoelectronics, Inc. beats earnings expectations.
Block, Inc. (NYSE:XYZ) Q4 2025 Earnings Call Transcript
Operator: Hi, everyone. Thanks for joining our fourth quarter 2025 earnings call. Today's call will be 45 minutes.
Vtex (NYSE:VTEX) Q4 2025 Earnings Call Transcript
Julia Fernandez: Hello, everyone, and welcome to the VTEX Earnings Conference Call for the quarter ended December 31, 2025.
The RealReal, Inc. (NASDAQ:REAL) Q4 2025 Earnings Call Transcript
The RealReal, Inc. (NASDAQ:REAL) Q4 2025 Earnings Call Transcript February 26, 2026The RealReal, Inc. misses on earnings expectations.
CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV) Q4 2025 Earnings Call Transcript
CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV) Q4 2025 Earnings Call Transcript February 26, 2026CoreWeave, Inc. Class A Common Stock misses on earnings expectations.
Oportun Financial Corporation (NASDAQ:OPRT) Q4 2025 Earnings Call Transcript
Oportun Financial Corporation (NASDAQ:OPRT) Q4 2025 Earnings Call Transcript February 26, 2026Oportun Financial Corporation beats earnings expectations.
Data I/O Corporation (NASDAQ:DAIO) Q4 2025 Earnings Call Transcript
Data I/O Corporation (NASDAQ:DAIO) Q4 2025 Earnings Call Transcript February 26, 2026Data I/O Corporation misses on earnings expectations.
Seer, Inc. (NASDAQ:SEER) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Seer Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded.
Flutter Entertainment plc (NYSE:FLUT) Q4 2025 Earnings Call Transcript
Flutter Entertainment plc (NYSE:FLUT) Q4 2025 Earnings Call Transcript February 26, 2026Flutter Entertainment plc beats earnings expectations.
MasTec, Inc. (NYSE:MTZ) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Q4 2025 MasTec, Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode.
Park Dental Partners, Inc. Common Stock (NASDAQ:PARK) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to Park Dental Partners Fourth Quarter and Full-Year 2025 Earnings Conference Call. Today's call is being recorded. [Operator Instructions].
Pebblebrook Hotel Trust (NYSE:PEB) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to Pebblebrook Hotel Trust Fourth Quarter Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Summit Hotel Properties, Inc. (NYSE:INN) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Summit Hotel Properties, Inc. Fourth Quarter 2025 Conference Call.
H2O America (NASDAQ:HTO) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the H2O America's Fourth Quarter Financial Results Call.
Fidelis Insurance Holdings Limited (NYSE:FIHL) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to Fidelis Insurance Group's Fourth Quarter 2025 Earnings Conference Call.
Photronics, Inc. (NASDAQ:PLAB) Q1 2026 Earnings Call Transcript
Operator: Welcome to the Photronics' First Quarter and Fiscal Year 2026 Earnings Conference Call.
Exzeo Group, Inc. (NYSE:XZO) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to Exzeo Group's Fourth Quarter 2025 Earnings Call. My name is Mark, and I will be your conference operator.
Gartner, Inc. (IT): A Bull Case Theory
We came across a bullish thesis on Gartner, Inc. on MarTech Square’s Substack’s Substack by MarTech Square.
Life Time Group Holdings, Inc. (LTH): A Bull Case Theory
We came across a bullish thesis on Life Time Group Holdings, Inc. on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on LTH.
Planet Fitness, Inc. (PLNT): A Bull Case Theory
We came across a bullish thesis on Planet Fitness, Inc. on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on PLNT.
Ralph Lauren Corporation (RL): A Bull Case Theory
We came across a bullish thesis on Ralph Lauren Corporation on TickerTrends Research’s Substack.
The Simply Good Foods Company (SMPL): A Bull Case Theory
We came across a bullish thesis on The Simply Good Foods Company on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on SMPL.
Victoria’s Secret & Co. (VSCO): A Bull Case Theory
We came across a bullish thesis on Victoria’s Secret & Co. on TickerTrends’s Substack.
Celanese Corporation (CE): A Bull Case Theory
We came across a bullish thesis on Celanese Corporation on Hidden Rock Capital's Newsletter’s Substack by Hidden Rock Capital.
Diversified Energy Company (DEC): A Bull Case Theory
We came across a bullish thesis on Diversified Energy Company on r/dividends by Leveraged_Lots. In this article, we will summarize the bulls’ thesis on DEC.
GoDaddy Inc. (GDDY): A Bull Case Theory
We came across a bullish thesis on GoDaddy Inc. on slo capital’s Substack by Justin.
Life360, Inc. (LIF): A Bull Case Theory
We came across a bullish thesis on Life360, Inc. on The Atomic Moat’s Substack by Rob H. | Atomic Moat.
William Blair Reiterates Buy on Erie Indemnity (ERIE)
In another development, Erie Indemnity Company (NASDAQ:ERIE) reported its Q4 2025 and full-year 2025 earnings results on February 23, 2026.
Morgan Stanley Maintains Hold on Assurant (AIZ) With $248 Target
On February 23, 2026, Morgan Stanley analyst Bob Huang maintained a Hold rating on Assurant, Inc. (NYSE:AIZ) with a price target of $248.
TD Cowen Reiterates Hold on Raymond James Financial (RJF) Shares
In another development, on February 19, 2026, the company announced that its Board of Directors had declared the quarterly cash dividend of $0.54 per share.
Raymond James Cuts Brown and Brown (BRO) Target by $8
On February 17, 2026, Raymond James lowered the price target on Brown & Brown, Inc. (NYSE:BRO) from $90 to $82 while keeping an Outperform rating on the shares.
Morgan Stanley Reiterates Buy on Globe Life (GL) Shares
Prior to this, on February 9, 2026, Michael Clay Majors, the company’s Executive Vice President and Chief Strategy Officer, engaged in a significant insider transaction, selling...
Barclays Cuts FactSet (FDS) Target to $210, Keeps Underweight Rating
On February 20, 2026, Barclays analyst Manav Patnaik lowered the price target on FactSet Research Systems Inc.
Ameriprise Financial (AMP) Executives Sell Shares in Insider Transactions Activity
Ameriprise Financial, Inc. (NYSE:AMP) witnessed notable insider activities in February.
Morgan Stanley Maintains Buy on Nasdaq (NDAQ) With $116 Target
On February 23, 2026, Morgan Stanley analyst Michael Cyprys maintained a Buy rating on Nasdaq, Inc. (NASDAQ:NDAQ) with a price target of $116.
UBS Cuts Target on Progressive (PGR), Maintains Neutral Rating
The Progressive Corporation (NYSE:PGR) saw mixed analyst sentiments on February 23, 2026.
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