At Valuentum, we follow hundreds of stocks and dividends. We serve individual investors, financial advisers, and institutions. Join Today! You’ll gain immediate access to our premium product and service offering (including articles, commentary, stock reports, dividend reports, and more). You’ll also receive the Best Ideas Newsletter and Dividend Growth Newsletter in your inbox every month. You can also order our ultra-premium publications, the High Yield Dividend Newsletter and the Exclusive publication, too!
-
Booking Holdings Hit By AI “Scare Trade”
Image Source: TradingView By Brian Nelson, CFA On February 18, Booking Holdings (BKNG) reported better than expected fourth quarter results with both revenue and non-GAAP earnings per share exceeding the consensus marks. Room nights grew 9% in the quarter compared to 2024, while gross bookings advanced 16% on a year-over-year basis (11% on a constant…
-
Energy Transfer Raises 2026 Adjusted EBITDA Guidance
Image Source: TradingView By Brian Nelson, CFA On February 17, Energy Transfer (ET) reported mixed fourth quarter results with revenue beating expectations, but GAAP earnings missing the consensus forecast. Net income for the three months ended December 31, 2025, was $928 million, down from $1.08 billion for the same period last year. Adjusted EBITDA for…
-
Republic Services Continues to Price in Excess of Cost Inflation
Image Source: TradingView By Brian Nelson, CFA On February 17, Republic Services (RSG) reported fourth quarter results that were mixed with non-GAAP earnings per share coming in better than expected but revenue coming in a bit light relative to forecasts. Total revenue growth in the quarter was 2.2% thanks to 2.9% organic growth from its…
-
Walmart Continues to Execute Well
Image Source: Walmart By Brian Nelson, CFA On February 19, Walmart (WMT) reported better than expected fourth quarter fiscal 2026 results with both revenue and non-GAAP earnings per share beating the consensus forecast. Revenue increased 5.6% in the quarter and 4.9% in constant currency. Walmart U.S. comp sales increased 4.6% in the quarter. Global eCommerce…
-
Amazon 2026 Capex Guidance Casts Shadow Over Stock
Image Source: TradingView By Brian Nelson, CFA Amazon (AMZN) recently reported mixed fourth quarter results with revenue coming in better than expected, but GAAP earnings per share missing the mark. Net sales for the quarter increased 14%, to $213.4 billion, with AWS segment sales increasing 24% year-over-year, to $35.6 billion. Adjusted operating income in the…