# ![@FintwitAi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1340018369496530946.png) @FintwitAi Fintwit.ai

Fintwit.ai posts on X about strong, stocks, target, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1340018369496530946/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1340018369496530946/c:line/m:interactions.svg)

- [--] Week [-----] -16%
- [--] Month [------] +100%
- [--] Months [-------] -35%
- [--] Year [-------] -21%

### Mentions: [--] [#](/creator/twitter::1340018369496530946/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1340018369496530946/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [---] +29%
- [--] Months [-----] -2.70%
- [--] Year [-----] -16%

### Followers: [-----] [#](/creator/twitter::1340018369496530946/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1340018369496530946/c:line/m:followers.svg)

- [--] Week [-----] +0.04%
- [--] Month [-----] -0.03%
- [--] Months [-----] +2.40%
- [--] Year [-----] +8%

### CreatorRank: [---------] [#](/creator/twitter::1340018369496530946/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1340018369496530946/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64.22% [finance](/list/finance)  61.47% [cryptocurrencies](/list/cryptocurrencies)  20.18% [currencies](/list/currencies)  9.17% [technology brands](/list/technology-brands)  3.67% [countries](/list/countries)  1.83% [financial services](/list/financial-services)  0.92% [agencies](/list/agencies)  0.92%

**Social topic influence**
[strong](/topic/strong) 44.95%, [stocks](/topic/stocks) 21.1%, [target](/topic/target) 12.84%, [ai](/topic/ai) 10.09%, [growth](/topic/growth) #1449, [ceo](/topic/ceo) 7.34%, [cash flow](/topic/cash-flow) #706, [flow](/topic/flow) 6.42%, [company](/topic/company) 6.42%, [share](/topic/share) 5.5%

**Top assets mentioned**
[Born in [--] (19)](/topic/$19) [Karooooo Ltd. (KARO)](/topic/$karo) [Brunswick Corporation (BC)](/topic/$bc) [PulteGroup, Inc. (PHM)](/topic/$phm) [Aventus (AVT)](/topic/$avt) [Banco Santander-Chile (BSAC)](/topic/$bsac) [Stryker Corporation (SYK)](/topic/$syk) [Adtalem Global Education Inc. Common Shares (ATGE)](/topic/$atge) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Shopify Inc (SHOP)](/topic/$shop) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Camden Property Trust (CPT)](/topic/camden-property-trust) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Heima (HEI)](/topic/$hei) [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Marginswap (MFI)](/topic/$mfi) [Soho House & Co Inc (SHCO)](/topic/$shco) [Tenaris S. A. (TS)](/topic/$ts) [GeneDx Holdings Corp. Class A Common Stock (WGS)](/topic/$wgs) [First Horizon, Corp. (FHN)](/topic/$fhn) [ForTube (FOR)](/topic/$for) [Progress Software Corp (DE) (PRGS)](/topic/$prgs) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Earnings summary $ACLS (2025-11-04): Axcelis Q3 [----] Summary: * Solid Q3: Revenue $214M EPS $1.21(non-GAAP). CS&I record revenue. * Bookings declined sequentially expected to improve in Q4. Power general mature softer. * Veeco merger discussed citing cross-sell synergy tech depth market opps. * Power: SiC grew sequentially select capacity investments. * Advanced Logic: Revenue from previously booked system. * Memory: Muted but expects Q4 increase & [----] growth. * Q4 Outlook: Rev $215M gross margin 43% EPS $1.12 (non-GAAP). Q1 [----] rev similar to Q4 [----]. *China revenue down sequentially"  
[X Link](https://x.com/FintwitAi/status/2018104678983057884)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $CPT (2026-02-06): Camden Property Trust Q4 [----] Earnings Call Summary: **Financial Performance & Outlook:** * Exceeded [----] core FFO guidance by $0.13/share. * [----] core FFO per share guidance is $6.60-$6.90 a $0.13 decrease from [----] primarily due to lower fee income increased overhead and a decrease in same-store NOI. * Same-store revenue growth projected at [--] basis points for [----] with modest acceleration expected in the second half. * New lease rates were down 5.3% in Q4 [----] renewals up 2.8% for a blended rate of -1.6%. Renewal offers for Q1 expirations show a 3% to"  
[X Link](https://x.com/FintwitAi/status/2021230310562603261)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $ACGLN (2026-02-10): Arch Capital reported strong Q4 [----] results with after-tax operating income up 26% year-over-year to $1.1 billion. Full-year operating income reached a record $3.7 billion translating to $9.84 EPS and a 17.1% annualized operating return on equity. Key highlights: * Book value per share grew 22.6% in [----] with a 15%+ CAGR since [----]. * $1.9 billion in share repurchases were executed in [----]. * Insurance segment delivered $119 million in underwriting income with a solid 90.8% ex-cat combined ratio. * Reinsurance segment achieved a record $1.6 billion in"  
[X Link](https://x.com/FintwitAi/status/2021592620598747469)  2026-02-11T14:30Z [----] followers, [--] engagements


"Earnings summary $ALAB (2026-02-10): Astera Labs reported strong Q4 [----] results with revenue of $270.6 million up 17% sequentially and 92% year-over-year. Full-year [----] revenue reached $852.5 million a 115% increase. Key highlights: * Broad-based growth across product portfolios: signal conditioning smart cable modules and switch fabric. * Benefiting from robust AI and cloud infrastructure spending with hyperscalers guiding significant CapEx. * Market opportunity for intelligent connectivity platform is larger than anticipated. Product updates: * Scorpio P Series (PCIe Gen [--] fabric)"  
[X Link](https://x.com/FintwitAi/status/2021592667549798559)  2026-02-11T14:30Z [----] followers, [---] engagements


"Earnings summary $AEIS (2026-02-10): Advanced Energy reported a strong Q4 [----] exceeding guidance with nearly $490 million in revenue driven by robust demand in semiconductor industrial and medical markets and a record quarter in data centers. Key highlights: * Full-year [----] revenue grew over 20% with EPS up over 70%. * Data center revenue more than doubled year-on-year. * Semiconductor revenue grew 6% year-on-year. * Gross margin reached nearly 40% the best in five years. * Record operating cash flow was delivered. Looking ahead to 2026: * Projected revenue growth in the high teens"  
[X Link](https://x.com/FintwitAi/status/2021592655910551739)  2026-02-11T14:30Z [----] followers, [---] engagements


"Earnings summary $AMKR (2026-02-09): Amkor Technology reported strong Q4 [----] results with $1.89 billion in revenue and $0.69 EPS exceeding guidance. Full-year revenue reached $6.7 billion a 6% increase. Key highlights: * Strong performance across all end markets particularly communications driven by iOS demand. * Record advanced and computing revenue fueled by AI and HPC engagements. * Successful ramp-up of High-Density Fan-Out (HDFO) programs. * Operational progress in Vietnam reaching breakeven and groundbreaking for the Arizona facility. Strategic focus remains on technology leadership"  
[X Link](https://x.com/FintwitAi/status/2021592675988672678)  2026-02-11T14:30Z [----] followers, [---] engagements


"$IQV Insider Trade Alert ⚠ BOUSBIB ARI (director See Remarks) sold shares worth $8132931 on Dec [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/IQV/Insider https://fintwit.ai/quote/IQV/Insider"  
[X Link](https://x.com/FintwitAi/status/2002217422011445341)  2025-12-20T03:20Z [----] followers, [---] engagements


"Earnings summary $BIRK (2025-12-18): Birkenstock's FY25 results exceeded guidance with 18% revenue growth (CC) reaching 2.1B. * Dbl-digit growth in all segments/channels. * Adj. EBITDA margin up [---] bps to 31.8%. * 38M pairs sold (+12%). FY26 guidance: * Revenue growth 13-15% (CC) 10-12% reported (2.3-2.35B). * FX/Tariffs headwinds impacting margins. * Adj. EBITDA at least 700M. * Focus: Capacity managed scarcity APAC growth. * B2B strength DTC expansion (40 stores). * Innovation in closed-toe styles. * Capital Markets Day in January. * Mid-teens long term growth target. * Capacity not demand"  
[X Link](https://x.com/FintwitAi/status/2003473216950370620)  2025-12-23T14:30Z [----] followers, [---] engagements


"Earnings summary $HEI (2025-12-19): HEICO Q4 [----] Earnings Call Summary: * Remembrance of Larry Mendelson. * Record results driven by team efforts. * Q4 '25 Highlights: * Net income up 35% to $188.3M. * Operating income up 28%. * Net sales up 19%. * Flight Support Group (FSG) & Electronic Technologies Group (ETG) set sales/income records. * EBITDA up 26% to $331.4M. * Net debt-to-EBITDA at [----]. * Dividend declared. * [--] acquisitions completed. * FSG: * Sales up 21% organic growth 16%. * Operating income up 30%. * Defense sector strong. * ETG: * Sales up 14% organic growth 7%. * Operating"  
[X Link](https://x.com/FintwitAi/status/2003743556008312878)  2025-12-24T08:24Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $MOBBW Target: $4.0 Upside: +17% $TYRA Target: $33.5 Upside: +11% $IGIC Target: $26.5 Upside: +11% $GMED Target: $100.0 Upside: +10% $MFI Target: $20.2 Upside: +8% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2009038051658338435)  2026-01-07T23:02Z [----] followers, [---] engagements


"Earnings summary $KARO (2025-10-15): Karooooo Q2 FY'26 highlights: * ARR up 20% (ZAR) & 21% (USD). * Commercial retention 95%. * LTV to CAC above 9x. * Cartrack (SaaS): subscription revenue up 20% margin 29%. Growth in SA & EU accelerating. * Karooooo Logistics (Delivery-as-a-Service): revenue up 38%. * Total revenue up 21%. * Subscribers up 15% to 2.5M. * Focused on organic growth dividends strategic M&A. * FY'26 outlook unchanged (excluding secondary offering). * Bottleneck: building teams to meet demand. * AI is being explored but needs careful implementation."  
[X Link](https://x.com/FintwitAi/status/2011083360500621575)  2026-01-13T14:30Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $SHCO Target: $8.8 Upside: +10% $MOBBW Target: $4.0 Upside: +10% $OCS Target: $25.3 Upside: +7% $TS Target: $44.8 Upside: +6% $WGS Target: $110.2 Upside: +5% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2011574550882869399)  2026-01-14T23:02Z [----] followers, [---] engagements


"Earnings summary $FHN (2026-01-15): First Horizon [----] Q4 Earnings Call: * Delivered strong results increased pre-provision net revenue and 15% ROTCE. * Solid loan & deposit trends improved profitability. * Returned $900M capital via buybacks & $300M via dividends. * Optimistic about [----] profitability aim to grow earnings. * Q4 EPS $0.52 NIM 3.512% loan growth. * NII growth driven by deposit pricing & mortgage company loans. * Deposits up $2B Q/Q. * Loans up $1.1B Q/Q led by mortgage companies & C&I. * Fee income increased driven by service charges. * Expenses increased due to incentives &"  
[X Link](https://x.com/FintwitAi/status/2012170547350651344)  2026-01-16T14:30Z [----] followers, [---] engagements


"Earnings summary $FOR (2026-01-20): Forestar Group Inc. Q1 [----] Earnings Call: * Q1 Revenues: $273M (+9% YoY) [----] lots sold. * Book value per share: $35.10 (+10% YoY). * Contracted backlog: $2.2B. * Net income: $15.4M ($0.30/diluted share). * Liquidity: $820M. * Investment: 75% land development 25% land acquisition. * Gross margin: 20.1% (21.5% excluding track sale impact). Expect 21-23% range. * SG&A: $36.5M (13.4% of revenues); stable headcount expected. * 16% of D.R. Horton's starts are on Forestar lots. Target is 33%. * FY26 revenue guidance maintained: $1.6-1.7B. Lot delivery: 14-15K. *"  
[X Link](https://x.com/FintwitAi/status/2013982539199725814)  2026-01-21T14:30Z [----] followers, [--] engagements


"Earnings summary $PRGS (2026-01-20): Progress Software Q4 '25 Earnings Call Summary: * FY25 strongest year: $978M revenue (+30%) $5.72 EPS (+16%). Exceeded original guidance. * Q4: $253M revenue (+18%) $1.51 EPS (above guidance). * ARR: $852M (+2%) 100% net retention. * ShareFile integration successful Nuclea added value. * AI focus: new capabilities customer wins. * FY26 Guidance: $1B revenue (high-end) $320M unlevered FCF (midpoint). Expect 2% ARR growth. * M&A: Active disciplined approach. Infrastructure SW vendors with strong customer base sought. Selectivity emphasized. * Balance Sheet"  
[X Link](https://x.com/FintwitAi/status/2013982652466958545)  2026-01-21T14:30Z [----] followers, [---] engagements


"Earnings summary $KARO (2026-01-21): Karooooo's Q3 FY26 summary: * Strong results: Accelerating ARR growth subscriber momentum & profitability. * ARR: Increased 28% to $298M. * Cortrak: Subscription revenue up 20% driven by SA growth (21%). * Karooooo Logistics: Revenue up 24% scaling profitably. * FY26 Outlook: Increased Cartrack subscription revenue guidance; reaffirmed EPS outlook. * Capital Allocation: Prioritizes organic growth shareholder returns (dividends) and strategic M&A. * South Africa: Focus on video solution adoption & sales capacity expansion. ARPU up 7%. * Rule of [--] company"  
[X Link](https://x.com/FintwitAi/status/2014345041980829739)  2026-01-22T14:30Z [----] followers, [--] engagements


"Earnings summary $HBAN (2026-01-22): Huntington Bancshares (HBAN) Q4 [----] Earnings Call Summary: * Strong [----] results: * 11% revenue growth 16% adjusted EPS growth [---] bps operating leverage. * Focused on organic growth & integrating partnerships (Veritex Cadence). * Strategic investments in new markets (TX Carolinas) commercial verticals and digital capabilities. * Partnership Approach: Collaborative integrations; faster decision-making. * [----] Outlook (standalone): * NII +10-13% Loan +11-12% Deposit +8-9% Fee revenue +13-16%. * Core expense +10-11% 150-200 bps operating leverage. * Cadence"  
[X Link](https://x.com/FintwitAi/status/2014843263773966781)  2026-01-23T23:30Z [----] followers, [---] engagements


"Earnings summary $IBN (2026-01-17): ICICI Bank Q3 FY26 Earnings Call Summary: Strategic focus: Profit before tax growth (excl. treasury) via customer-centric approach. Financials: * Core operating profit: INR 175.13B (+6% YoY). * PBT (excl. treasury): INR 149.57B. * PAT: INR 113.18B. * Deposits +9.2% YoY. CASA +8.9% YoY. * Avg LCR: 126%. * Domestic loans +11.5% YoY; Retail loans +7.2% YoY. * Net NPA: 0.37%. Contingency provisions: INR 131B. * CET1: 16.46%; Total CAR: 17.34%. RBI Review: * INR 12.83B provision for agri-sector lending non-compliance. Segment Performance: * Mortgage +11.1% YoY;"  
[X Link](https://x.com/FintwitAi/status/2014843322657882569)  2026-01-23T23:30Z [----] followers, [---] engagements


"🚀 Top Stocks to watch this week $OSIS Target: $375.0 Upside: +36% $PFSI Target: $168.5 Upside: +12% $VLO Target: $205.5 Upside: +10% $BC Target: $94.5 Upside: +9% $PHM Target: $135.5 Upside: +8% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2015560972304334868)  2026-01-25T23:02Z [----] followers, [---] engagements


"Earnings summary $AGNC (2025-10-21): AGNC's Q3 [----] highlights: * Economic return of 10.6%. * Agency MBS outperformed treasuries. * Fed easing & fiscal policy drove performance. Factors supporting MBS: * Improved spreads & admin focus. * Supply/demand balanced. * Strong financing market. * Favorable GSE reform. Financials: * Comprehensive income $0.78/share. * Leverage 7.6x. * Liquidity $7.2B. * Net spread/dollar roll $0.35. * Expect net spread improvement. * Added receiver swaptions for protection. Outlook: * Positive on agency MBS. * Monitoring prepayment risks. * Expect end of Fed balance"  
[X Link](https://x.com/FintwitAi/status/2016156789834670220)  2026-01-27T14:30Z [----] followers, [---] engagements


"Earnings summary $CNS (2026-01-23): C&S Q4 & FY [----] Earnings: * FY25 EPS: $3.09 vs $2.93 in [----]. Q4 EPS: $0.81. * Revenue up 2% Q/Q 6.9% Y/Y driven by higher AUM and fees. * Net inflows for Q4: $1.2B (advisory & closed-end funds). * Ending AUM: $90.5B. * Compensation ratio: 40% for FY25 expected same for [----]. * G&A growth expected mid-single digits for [----]. * Tax rate guidance: 25.4% for [----]. * 95%+ AUM outperformed benchmarks (3 [--] [--] yr basis). * Pipeline strong at $1.72B. Focus on Global Distribution REITs Natural Resources Infrastructure Active ETFs. * Expects economic and market"  
[X Link](https://x.com/FintwitAi/status/2016156989403861160)  2026-01-27T14:30Z [----] followers, [---] engagements


"Earnings summary $CUBI (2026-01-23): Customers Bancorp (CUBI) [----] Q4/Year-End Earnings: * Strong [----] core EPS $7.61 (up from $5.60 '24). * Deposit-led growth low-cost deposits +16% CAGR (6 yrs). * #1 in core EPS growth #2 in TBV growth (vs. peers). * Margin/ROE increased capital levels up. * [----] priorities: organic growth team recruitment payments leadership AI. * Instant Payments platform: $2T volume (+30%) #1 commercial payments network. * AI: broad enablement 20% productivity gain. * [----] outlook: * Loan growth: 8-12%. * Deposit growth: 8-12%. * NII: $800M-$830M (+7-11%). * Expense:"  
[X Link](https://x.com/FintwitAi/status/2016157004046233948)  2026-01-27T14:31Z [----] followers, [---] engagements


"Earnings summary $CVLT (2025-10-28): Commvault (CVLT) Q2 FY26: * Strong quarter exceeding $1B ARR 2Qs early. * Record $47M net new ARR (CC). * Sub. ARR up 30% ($894M) SaaS ARR up 56% ($336M). * Total revenue up 18% ($276M). * Key drivers: hybrid cloud demand cloud migration innovation. * Cyber resilience offerings saw strong momentum 40% of new ARR. Partnership with BeyondTrust announced. * Clumio ARR grew sequentially. * SaaS customers grew 40% Y/Y. * Satori Cyber acquisition closed. * Q3 & FY26 guidance updated. * FY26 total ARR growth guided to 18-19% (CC). * FY26 subscription ARR up"  
[X Link](https://x.com/FintwitAi/status/2016157027098152981)  2026-01-27T14:31Z [----] followers, [---] engagements


"Earnings summary $ARE (2026-01-27): Alexandria Real Estate Equities 4Q & YE 2025: * Challenging life science market navigated. * Disposition plan focus for '26. Financials: * FFO/share $2.16 (4Q) $9.01 (YE). * Leasing volume up driven by vacant space. * Occupancy 90.9%; '26 dip expected in Q1. * '26 occupancy range 87.7-89.3%. * Net debt/EBITDA target of 5.6x-6.2x Strategy: * Investor Day path is the "North Star". * Focus on dispositions and leasing. * CapEx reduction planned. * '26 dispositions midpoint $2.9B; land focused. * '26 FFO/share reaffirmed; trough expected in Q4. Market: *"  
[X Link](https://x.com/FintwitAi/status/2016519288752849376)  2026-01-28T14:30Z [----] followers, [---] engagements


"Earnings summary $AVT (2025-10-29): Avnet Q1 FY26 Summary: * Sales $5.9B (above guidance). EPS $0.84. * Asia & Farnell led growth (double-digit YoY). * Americas grew YoY (first time since FY23). * EMEA flat YoY but better sequentially. * Strength in trans. compute comm. * Stable lead times pricing for most tech. * Extended lead times price hikes in mem/storage. * Book-to-bill improved; backlog growing. * EC sales up YoY & sequentially (Asia Americas). * Farnell: sequential/YoY growth. Stable margin. * Q2 FY26 sales guidance: $5.85-$6.15B. EPS: $0.90-$1.00."  
[X Link](https://x.com/FintwitAi/status/2016519310798168289)  2026-01-28T14:30Z [----] followers, [--] engagements


"Earnings summary $BPOP (2026-01-27): Popular Inc. Q4 [----] Earnings Call Summary: * [----] net income: $833M (+36% YoY) * Q4 net income: $234M EPS $3.53 (+$23M +$0.38) * Loan growth: $2.2B (+6%) driven by commercial lending. * Net charge-offs: [--] bps. * CET1 ratio: 15.7%. * TBV per share: $82.65 (+21% YoY). * Buybacks: $500M in [----]. * Dividend increased to $0.75/share. * PR economy: Solid tourism & construction sectors strong. * NII increased. NIM expanded to 3.61%. * OpEx decreased. * [----] outlook: Loan growth 3-4% NII growth 5-7% OpEx +3% Charge-offs 55-70 bps. * M&A: Open to niche"  
[X Link](https://x.com/FintwitAi/status/2016519338996486185)  2026-01-28T14:30Z [----] followers, [--] engagements


"Earnings summary $BRO (2026-01-27): Brown & Brown's Q4 earnings call summary: * **Financial Performance:** * Q4 revenue: $1.6B (+35.7%). Organic -2.8% (flood claims). * Full-year revenue: $5.9B (+23%). Organic +2.8%. * Adjusted EPS: Q4 $0.93 (+8%) FY $4.26 (+10%). * M&A: Record $1.8B revenue added. * Cash flow from operations: $1.45B (+23.5%). * **Market Outlook:** * Stable economic growth expected. * Admitted rates: Similar/moderate decline. * Casualty rates: Increase continues. * CAT property: Modest decline. * **Strategic Initiatives:** * Accession integration progressing. Synergies"  
[X Link](https://x.com/FintwitAi/status/2016519354708349392)  2026-01-28T14:30Z [----] followers, [---] engagements


"Earnings summary $HDB (2026-01-17): HDFC Bank Q3 FY'26 Earnings Call Summary: * Credit growth encouraged by easing rates & benign credit. Deposit funding maintains rate discipline. Granular retail deposits strong. * Optimistic about outpacing FY'27 loan growth. Liquidity expected to stabilize. Focus on granular mobilizations & segmented pricing. * LDR reduction a focus for sustainable profitability; glide path committed for March '26 & '27. Not constrained by CD ratio. * Target top-line growth in line with system this year faster next year. * Agri portfolio: INR 5B regulatory impact absorbed."  
[X Link](https://x.com/FintwitAi/status/2016655081311973433)  2026-01-28T23:30Z [----] followers, [--] engagements


"Earnings summary $ADP (2026-01-28): ADP Q2 FY26 highlights: * Revenue +6% EPS +11%. * Solid new business bookings. * Retention as expected. * Client satisfaction record high. * PEO revenue +6%. Strategic priorities: * HCM tech: Workforce Now NextGen success; Lyric pipeline strong. * Expertise/outsourcing: New pooled employer plan (PEP). * Global scale: Won large European bank deal. Updated FY26 outlook: * Revenue growth 6%. * Adj. EPS growth 9-10%. * ES revenue growth 6%. * PEO revenue growth 5-7%. * Client funds interest revenue up $10M. * $6B share repurchase authorized. * International"  
[X Link](https://x.com/FintwitAi/status/2016881564584398910)  2026-01-29T14:30Z [----] followers, [--] engagements


"Earnings summary $AVT (2026-01-28): Avnet's Q2 FY26 results: * Sales: $6.3B exceeding guidance up 12% Y/Y. * EC sales up 11% Y/Y Farnell up 24%. * Operating margins: EC 3.2% Farnell 4.7%. * Gross margin 10.5% flat Y/Y. * EPS: $1.05 above guidance. Highlights: * Record Asia sales EMEA recovery. * Demand strong in compute aerospace/defense. * Lead times trending higher driving supply chain opportunities. * Spot price increases seen in some areas. * Book-to-bills robust in all regions. Guidance: * Q3 sales: $6.2B-$6.5B EPS $1.20-$1.30. * Assumes Americas/EMEA growth less seasonal Asia decline."  
[X Link](https://x.com/FintwitAi/status/2016881632695722442)  2026-01-29T14:30Z [----] followers, [--] engagements


"Earnings summary $CHRW (2026-01-28): C.H. Robinson Q4 [----] Earnings Call Summary: - Challenging macro: weak demand rising truck spot costs falling ocean rates. - Outperformed market via service execution & cost control. - NAST volume +1% truckload +3% YoY; share gains. AGP margin up. - Global Forwarding: gross margin expansion. - Double-digit productivity gains in NAST high single-digit in Global Forwarding. - Lean AI focus: automation better customer/carrier outcomes. - Builder culture proprietary tech scalable AI driving advantage. - LTL volume up for 8th quarter; AI improves service. -"  
[X Link](https://x.com/FintwitAi/status/2016881711049551916)  2026-01-29T14:30Z [----] followers, [--] engagements


"$MCHP Insider Trade Alert ⚠ Sanghi Steve (director President CEO and Chair of Bd) sold shares worth $7959814 on Jan [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/MCHP/Insider https://fintwit.ai/quote/MCHP/Insider"  
[X Link](https://x.com/FintwitAi/status/2017014904868225290)  2026-01-29T23:20Z [----] followers, [---] engagements


"Earnings summary $BSAC (2025-11-05): Santander-Chile Q3 [----] Earnings Call Summary: -Economic Overview: *GDP growth estimated at 2.4% for [----] 2% next year. *Inflation moderating but above 3% target. *Presidential election near right-wing gain possible in Congress. -Strategy & Results: *Aiming for 5M clients by [----] efficiency mid-30s. *Net income CLP 798B ROE 24% efficiency 35.9%. *Fee income +8% financial transactions +19%. *CET1 ratio 10.8%. [-----] Outlook: *GDP growth 2% NIMs 4%. *Cost of credit improving to 1.3%. *ROE expected 22-24%. *$20-25M impact with interchange fee reduction."  
[X Link](https://x.com/FintwitAi/status/2017244081483608357)  2026-01-30T14:30Z [----] followers, [---] engagements


"$TEM Insider Trade Alert ⚠ LEFKOFSKY ERIC P (director [--] percent owner CEO and Chairman) sold shares worth $6702824 on Jan [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/TEM/Insider https://fintwit.ai/quote/TEM/Insider"  
[X Link](https://x.com/FintwitAi/status/2017377359528124631)  2026-01-30T23:20Z [----] followers, [---] engagements


"Earnings summary $ACN (2025-12-18): Accenture FY26 Q1 Summary: * Strong Q1 results: * Bookings: $20.9B (+10% LC) * Revenue: $18.7B (+5% LC) * EPS: $3.94 (+10%) * Advanced AI: Demand maturing. No longer reporting specific AI metrics. * Partnerships: Top [--] partners' revenue growing faster. Expanding partnerships for AI. * Acquisitions: DLB Associates (data centers) CPOL Total EBS NeuroFLASH Atomy Deco Ranger Data. * FY26 Outlook (unchanged): 2-5% revenue growth in LC; EPS $13.52-$13.90. * Discretionary spending: No change expected. * Fixed price work: 60% of work is fixed price * Talent:"  
[X Link](https://x.com/FintwitAi/status/2018104691373003016)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ACT (2025-11-06): Enact Q3 [----] Summary: -Strong quarter $1.12 EPS. -Increased [----] capital return to $500M. -New $435M credit facility. -New insurance written: $14B. -Insurance in-force up 2% YOY. -Delinquencies up seasonal trends. -Reserve release: $45M. -Expense management strong. -PMIERs ratio: 162%. -Moody's ratings upgraded. -Investments in tech/AI for efficiency & customer experience. -Optimistic about housing market long-term. -Strong balance sheet prudent risk management. https://twitter.com/i/web/status/2018104714454339841"  
[X Link](https://x.com/FintwitAi/status/2018104714454339841)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ADEA (2025-11-03): Adeia Q3 2025: * Revenue: $87.3M met expectations. * Non-Pay TV revenue up 31% YoY. * Filed patent suits vs. AMD (hybrid bonding advanced nodes). * Disney litigation progressing well. * Altice renewal new e-commerce deal signed. * Revised [----] revenue guidance: $360M-$380M (AMD litigation). * Pipeline remains strong sees [----] growth. * OpEx guidance lowered: $160M-$164M. * Debt reduced by $11.1M in Q3 $312M since separation. * RapidCool still mid-long term opp. https://twitter.com/i/web/status/2018104742279331927"  
[X Link](https://x.com/FintwitAi/status/2018104742279331927)  2026-02-01T23:30Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $TER Target: $315.0 Upside: +26% $WWD Target: $376.6 Upside: +15% $DVA Target: $127.0 Upside: +14% $WULF Target: $15.2 Upside: +13% $PSNY Target: $16.2 Upside: +11% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2018460191583252905)  2026-02-02T23:03Z [----] followers, [---] engagements


"Earnings summary $PLTR (2026-02-02): Palantir's Q4 2025: Historic results 70% YoY revenue growth. * US revenue: +93% YoY 77% total revenue. * Rule of 40: [---] (new high). * TCV: Record $4.3B. * AIP driving customer value & adoption. * US commercial growth: 137% YoY. * US government +66% YoY; Navy contract. * [----] Guidance: $7.19B revenue (61% growth). * Focus: Enterprise autonomy. * AIFD aids SAP ERP migrations. * Adj. operating margin: 57% (Q4). * Adj. free cash flow margin: 51% (Full yr). * Key area for growth: government and defense. * Int'l growth is lagging."  
[X Link](https://x.com/FintwitAi/status/2018693639782772860)  2026-02-03T14:30Z [----] followers, [---] engagements


"$BSX Insider Trade Alert ⚠ Mahoney Michael F (director Chairman President & CEO) sold shares worth $14930526 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/BSX/Insider https://fintwit.ai/quote/BSX/Insider"  
[X Link](https://x.com/FintwitAi/status/2018826843130925259)  2026-02-03T23:20Z [----] followers, [---] engagements


"$TRV Insider Trade Alert ⚠ Schnitzer Alan D (director Chairman and CEO) sold shares worth $14606435 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/TRV/Insider https://fintwit.ai/quote/TRV/Insider"  
[X Link](https://x.com/FintwitAi/status/2019566807636402601)  2026-02-06T00:20Z [----] followers, [---] engagements


"$GILD Insider Trade Alert ⚠ O'Day Daniel Patrick (director Chairman & CEO) sold shares worth $17346000 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/GILD/Insider https://fintwit.ai/quote/GILD/Insider"  
[X Link](https://x.com/FintwitAi/status/2019944317381456206)  2026-02-07T01:20Z [----] followers, [---] engagements


"$HIG Insider Trade Alert ⚠ Swift Christopher (director Chairman and CEO) sold shares worth $11421790 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/HIG/Insider https://fintwit.ai/quote/HIG/Insider"  
[X Link](https://x.com/FintwitAi/status/2019944339518922787)  2026-02-07T01:20Z [----] followers, [---] engagements


"$ITW Insider Trade Alert ⚠ SANTI ERNEST SCOTT (director) sold shares worth $47532646 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/ITW/Insider https://fintwit.ai/quote/ITW/Insider"  
[X Link](https://x.com/FintwitAi/status/2019944361576857924)  2026-02-07T01:20Z [----] followers, [---] engagements


"$PHM Insider Trade Alert ⚠ MARSHALL RYAN (director Chief Exec Officer President) sold shares worth $14892036 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/PHM/Insider https://fintwit.ai/quote/PHM/Insider"  
[X Link](https://x.com/FintwitAi/status/2019944427901325796)  2026-02-07T01:20Z [----] followers, [---] engagements


"$AMP Insider Trade Alert ⚠ CRACCHIOLO JAMES M (director CHAIRMAN AND CEO) sold shares worth $8610906 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/AMP/Insider https://fintwit.ai/quote/AMP/Insider"  
[X Link](https://x.com/FintwitAi/status/2019959306951504037)  2026-02-07T02:20Z [----] followers, [---] engagements


"$SYK Insider Trade Alert ⚠ STRYKER RONDA E (director) sold shares worth $85666427 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/SYK/Insider https://fintwit.ai/quote/SYK/Insider"  
[X Link](https://x.com/FintwitAi/status/2019959329642746102)  2026-02-07T02:20Z [----] followers, [---] engagements


"$SYK Insider Trade Alert ⚠ STRYKER RONDA E (director) sold shares worth $87128732 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/SYK/Insider https://fintwit.ai/quote/SYK/Insider"  
[X Link](https://x.com/FintwitAi/status/2019959352090636324)  2026-02-07T02:20Z [----] followers, [---] engagements


"Our 2nd biggest position is $MU"  
[X Link](https://x.com/FintwitAi/status/2020375965021733100)  2026-02-08T05:55Z [----] followers, [--] engagements


"Earnings summary $CGABL (2026-02-06): The Carlyle Group Inc. reported a record [----] exceeding targets with strong performance across all segments. Key highlights include: * Record fee-related earnings (FRE) of $1.24 billion up 12% year-over-year with FRE margins at a record 47%. * $54 billion in inflows significantly surpassing the $40 billion target driven by Global Credit and Carlyle AlpInvest. * Record assets under management (AUM) of $477 billion fueled by strong investment performance and fundraising. * A leading position in private equity IPOs generating approximately $10 billion in"  
[X Link](https://x.com/FintwitAi/status/2020641361460908266)  2026-02-08T23:30Z [----] followers, [---] engagements


"Earnings summary $KB (2026-02-05): KBFG reported a 15.1% year-over-year net profit increase to KRW [---] trillion in [----] driven by a normalized bank earnings and significant growth in non-interest income from capital markets. Key highlights: * [----] net profit: KRW [---] trillion (+15.1% YoY) * Total [----] cash dividend: KRW [----] billion (+32% YoY) * [----] total shareholder return ratio: 52.4% (+12.6 pp YoY) * Anticipated [----] year-end CET1 ratio: 13.79% Strategic focus for [----] includes: * Expanding non-banking earnings contribution and shifting to a capital market-focused business structure. *"  
[X Link](https://x.com/FintwitAi/status/2020641436589273523)  2026-02-08T23:30Z [----] followers, [--] engagements


"Earnings summary $SKM (2026-02-05): SK Telecom's [----] fiscal year results show consolidated revenue of KRW 17.099.2 trillion down 4.7% YoY and operating income of KRW 1.073.2 trillion down 41.1% YoY. Net income was KRW [-----] billion down 73% YoY. These declines are attributed to subsidiary sales subscriber loss post-cybersecurity incident restructuring costs and penalty payments. Key financial and business highlights: * Dividend per share (DPS) for FY2025 is set at KRW [----] with a decision not to pay a Q4 dividend due to financial impacts. The company aims to restore previous dividend payout"  
[X Link](https://x.com/FintwitAi/status/2020641473213989221)  2026-02-08T23:30Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $MOBBW Target: $4.0 Upside: +10% $TBBB Target: $34.9 Upside: +9% $TGTX Target: $30.0 Upside: +8% $BMNR Target: $33.5 Upside: +7% $SSII Target: $6.4 Upside: +7% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2011212285574783487)  2026-01-13T23:02Z [----] followers, [---] engagements


"Earnings summary $WIT (2026-01-16): Wipro Q3 FY'26 Earnings Call Summary: * Highlights: CEO Srinivas Pallia & CFO Aparna Iyer presented. * Revenue: IT services grew 1.4% CC sequentially (0.6% ex-HARMAN). Growth in Americas [--] Europe APMEA. PFSI strong; Capco flat. * AI Focus: Wipro Intelligence (Industry platforms delivery platforms Innovation Network) key for deal wins. * Margin: 17.6% up [--] bps QoQ. Expect dilution from HARMAN DTS. * Guidance: Q4 IT services revenue growth 0%-2% CC. Includes HARMAN impacted by fewer working days & delayed ramp-ups. * Financials: Americas grew Americas 2"  
[X Link](https://x.com/FintwitAi/status/2012532971819975048)  2026-01-17T14:30Z [----] followers, [---] engagements


"🚀 Top stocks to watch today $ONDS Target: $15.8 Upside: +20% $HYMC Target: $51.0 Upside: +19% $AMBP Target: $4.6 Upside: +13% $KEP Target: $23.5 Upside: +10% $GROY Target: $5.7 Upside: +9% 🔔 Next update at [--] PM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2013975618010915006)  2026-01-21T14:02Z [----] followers, [---] engagements


"Earnings summary $KEY (2026-01-20): KeyCorp's Q4'25 earnings: $0.43/share. Revenue exceeded $2B +12% YOY. * NIM & net interest income above targets. * Asset quality improved. * Stock repurchases: $200M planning $300M+/quarter in '26. * CET1 at 10.3% targetting 9.5-10%. FY'25: Record revenue +16%. Expenses +4.6%. Loan growth strong (C&I +9%). Fee income +7.5%. Maintained strong risk discipline. [----] Outlook: * Revenue +7% NII +8-10% fees +3-4% (adjusted 5-6%). * Expenses +3-4%. * Loans +1-2% (commercial +5%). * Net charge-offs: 40-45 bps. Strategic Priorities: Organic growth (Middle Market"  
[X Link](https://x.com/FintwitAi/status/2013982561517621487)  2026-01-21T14:30Z [----] followers, [---] engagements


"Earnings summary $CFG (2026-01-21): Citizens Financial Group Earnings Call Summary: -Strong Q4/FY 2025: EPS up NII/fees grew. Credit solid. -Strategic Initiatives: Private bank exceeding targets non-core asset rundown complete. -Reimagine the Bank: Tech-driven customer experience & efficiency program launched. [-----] Outlook: *NII up 10-12% NIM expanding. *Fees up 6-8% Wealth/capital market driven. *Expense growth at 4.5%. *Credit improving. *Buybacks: $700M-$850M. -Medium-Term: 16-18% ROTCE target reaffirmed benefits from initiatives will contribute. -Private Bank: Growth in"  
[X Link](https://x.com/FintwitAi/status/2014344899403874704)  2026-01-22T14:30Z [----] followers, [---] engagements


"Earnings summary $BANC (2026-01-22): Banc of California's Q4 [----] earnings call summary: * Strong Q4 & '25 overall. * Loan production up 31% YoY. * NIB deposits increased significantly. * Margin expanded due to lower deposit costs. * Expenses decreased 7% YoY. * Share repurchase: 8% of outstanding shares. * Q4 EPS up 11% sequentially. * Loan & NIB deposit growth: 15% & 11% annualized. * ROTE: 10.75%. * NII growth expected 10-12% in '26. * Loan growth expected mid-single digits in '26. * Expense growth targeted 3-3.5% in '26. * Pretax pre-provision income growth projected 20-25%. * Preferred"  
[X Link](https://x.com/FintwitAi/status/2014843178533130297)  2026-01-23T23:30Z [----] followers, [---] engagements


"Earnings summary $ATGE (2025-10-30): Adtalem Global Education Q1 2026: * Strong start to FY26. * Enrollment up 8% revenue up 11%. * Adjusted EPS up 36%. * Chamberlain: Execution issues in marketing/enrollment led to 2% enrollment growth. Addressing w/ leadership change & process improvements. * Walden: Enrollment up 14% record enrollment. * Med/Vet: Enrollment up 2.4% partnerships expanding reach. * FY26 guidance maintained: Rev $1.9-$1.94B Adj EPS $7.60-$7.90. * Investor Day on 2/24/2026. https://twitter.com/i/web/status/2016519299368718776 https://twitter.com/i/web/status/2016519299368718776"  
[X Link](https://x.com/FintwitAi/status/2016519299368718776)  2026-01-28T14:30Z [----] followers, [---] engagements


"Earnings summary $ALGM (2025-10-30): Allegro MicroSystems Q2 FY26: * Financials: * Sales: $214M * GM: 49.6% * EPS: $0.13 * Growth drivers: Auto (e-Mobility other) & Data Center. * Auto: Strong IC adoption in xEV powertrain & motor driver IC sales grew. * Industrial: Data Center growth led by server power upgrades & current sensors. * Design Wins: e-Mobility ADAS onboard charger & data center power supply. * China: Lean inventory strong design wins. No material tariff pull-in. * Q3 FY26 Outlook: * Sales: $215M-$225M * GM: 49%-51% * EPS: $0.12-$0.16 *Distributor Inventory declined $5M. *Data"  
[X Link](https://x.com/FintwitAi/status/2016881577205080082)  2026-01-29T14:30Z [----] followers, [---] engagements


"Earnings summary $ATGE (2026-01-28): Adtalem Q2 [----] Earnings: * 10th consecutive quarter of enrollment growth. * Revenue grew 12% to $503M. * Adjusted EPS up 34% to $2.43. * Raised adjusted EPS guidance to 17%-20% growth. * Walden: Record enrollment up 13%. * Chamberlain: Enrollment down 1% application volumes up. Soft Q3 expected. * MedVet: Momentum in enrollment indicators. * $165M deployed to share repurchases. * Full-year revenue guidance: 6%-8.5% growth. * Healthcare workforce shortage is intensifying. * Investor Day on Feb [--] to discuss future growth."  
[X Link](https://x.com/FintwitAi/status/2016881622084210826)  2026-01-29T14:30Z [----] followers, [---] engagements


"Earnings summary $ALGM (2026-01-29): Allegro Microsystems Q3 FY26: * Strong bookings & backlog design wins in ADAS XEV data center. * Sales $229M (above guidance) EPS $0.15 (above midpoint). * Auto growth led by e-mobility data center sales record. * New current sensor cuts power losses by 90%. * Q4 sales guidance: $230-$240M; EPS $0.14-$0.18. * Gross margin 49.9% target 49-51% in Q4. * OpEx disciplined expecting inflationary increases going forward. * Positive trends in Automotive and Data Center markets. https://twitter.com/i/web/status/2017243954220048388"  
[X Link](https://x.com/FintwitAi/status/2017243954220048388)  2026-01-30T14:30Z [----] followers, [---] engagements


"Earnings summary $BC (2026-01-29): Brunswick Corp (Q4 & FY 2025) * Financials: * Q4 & full year sales/earnings growth. * FY net sales +2%. EPS $3.27. * FCF: $442M. * Debt reduction: $240M. * Market: * US retail down 9% in units. * Brunswick outperformed US. * Dealer inventories low. * Improved early season retail. * Segments: * Revenue growth across all. * Propulsion: strong Q4. * Navico: revenue & margin up. * Boat: sales growth expanded margins. * Freedom Boat Club grew. * Guidance (2026): * Flat to slightly up US retail. * Revenue: $5.6-5.8B. * EPS: $3.80-$4.40. * FCF $350M. * Debt"  
[X Link](https://x.com/FintwitAi/status/2017244026437591212)  2026-01-30T14:30Z [----] followers, [--] engagements


"Earnings summary $BEP (2025-11-05): BEP Q3 [----] Summary: * Strong quarter FFO $302M (up 10% YoY) $0.46/unit. * Expect 10%+ FFO/unit growth for [----]. * Signed contracts for [----] GWh/year. * Commissioned [----] MW new projects. * Strategic investments in key technologies. * Accelerating power demand (electrification reindustrialization hyperscalers). * "Any-and-all" energy solutions needed (solar wind hydro gas nuclear). * US Govt partnership to build new Westinghouse nuclear reactors ($80B investment). Westinghouse Partnership: * US govt orders new reactors invests $80B. * Aim is [--] reactors"  
[X Link](https://x.com/FintwitAi/status/2017244041306321014)  2026-01-30T14:30Z [----] followers, [---] engagements


"Earnings summary $BEPC (2025-11-05): BEP Q3 [----] Summary: -Strong quarter: FFO $302M ($.46/unit) up 10% YoY; Expects 10%+ FFO/unit growth for '25. -Signed contracts for [----] GWh/year. -Commissioned [----] MW new projects. -Strategic investments made. * Demand driven by: Electrification Reindustrialization Hyperscalers (AI/cloud). -"Any-and-all" energy solutions needed. -US govt partners w/ Westinghouse ($80B+ investment) to boost nuclear & AI leadership. -Diligence ongoing for VC Summer reactors. -Hydro benefits from hyperscaler demand. -Battery storage growth; delivered 340MW battery in"  
[X Link](https://x.com/FintwitAi/status/2017244058167415106)  2026-01-30T14:30Z [----] followers, [---] engagements


"Earnings summary $ACAD (2025-11-06): Acadia Pharma Q3 2025: * Strong quarter; Revenue: $278.6M (+11% YoY). * DAYBUE: $101.1M sales; largest referral increase since launch. * 1000+ patients globally. * Penetration low growth potential. * NUPLAZID: Record $177.5M (+12% YoY). * Field force expansion planned. * Pipeline: Phase II/III trials initiated. * [--] readouts by [----]. * EMA review delayed. * Financials: Raising NUPLAZID & DAYBUE guidance. * Focus: Growth pipeline business development. https://twitter.com/i/web/status/2018104623815409934 https://twitter.com/i/web/status/2018104623815409934"  
[X Link](https://x.com/FintwitAi/status/2018104623815409934)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ACHC (2025-11-06): Acadia Q3 [----] Summary: * Q3 Rev: $851.6M (+4.4%). Adj. EBITDA: $173M (vs. $194.3M prior year). * Lowered '25 EBITDA guidance to $650-660M due to Medicaid volume softness & higher costs. * Focus: growth capital realignment portfolio optimization. * Pausing projects '26 CapEx down at least $300M. Expect +FCF in [----]. * Closed [--] facilities. Strong bed growth continues. * [----] headwinds: Medicaid liability costs & lost TN payment. * Payer friction: scrutiny on LOS & rates. * Expect legal expenses to continue to decrease."  
[X Link](https://x.com/FintwitAi/status/2018104658972012925)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ACVA (2025-11-06): ACV Q3 [----] Earnings: * Record revenue despite market headwinds. * Q3 revenue: $200M (+16% Y/Y). * Sold 218K vehicles (+10% Y/Y). * ACV Transport Capital record revenue. * Franchise rooftop penetration: 35%. * ACV Guarantee increased to 18% units sold. * [----] revenue guidance: $756-760M (+19% Y/Y). * Adj. EBITDA guidance: $56-58M (+100% Y/Y). * Expects flat wholesale market in [----]. * Plan to reaccelerate share gains in '26. * ACV Capital revenue lowered cautious approach. * Project Viper commercial launch in 2026."  
[X Link](https://x.com/FintwitAi/status/2018104733706207691)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ADMA (2025-11-06): ADMA Biologics Q3 [----] Summary: - Record $134.2M revenue (10% Q/Q 12% Y/Y). - GAAP net income $36.4M (6% Q/Q 1% Y/Y). - Adj. EBITDA $58.7M (16% Q/Q 29% Y/Y). - ASCENIV drives growth payer access improving. - Data shows 50% infection rate reduction vs. standard IG. - Yield enhanced production boosts margins. - SG-001 advances CNPV voucher applied. - [----] revenue guidance raised to $510M. - [----] revenue guidance raised to $630M+. - [----] revenue target: $1.1B. - Share repurchases continue strong balance sheet."  
[X Link](https://x.com/FintwitAi/status/2018104769273852035)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ADSK (2025-11-25): Autodesk (Q3 FY26) summary: -Strong results; revenue EPS exceed guidance. -Billings margins FCF beat expectations. FY26 guidance raised. -AECO strong (data centers infrastructure). Go-to-market optimization on track. -Q3 Revenue +18% (12% ex-new transaction model). Billings +21% (16% ex-model). -Construction Cloud momentum with convergence of design/make. -Fusion driving growth. AI integration delivers productivity gains. -Expect moderate growth FY27 due to macro uncertainty and completion of new transaction model implementation. -Plan to automate renewals"  
[X Link](https://x.com/FintwitAi/status/2018104800982728925)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ADT (2025-11-04): ADT Q3 [----] Summary: - Revenue up 4% to $1.3B. - Adj. EBITDA up 3% to $676M. - EPS $0.23 up 15%. - Free cash flow $709M YTD. - $746M returned to shareholders. - RMR $362M up 1%. - Attrition at 13% focus on improvement (ADT+ AI). - ADT+ gaining traction. - State Farm: Exploring new digital approach. - [----] guidance tightened. - Revenue: $5.075B-$5.175B. - EPS: $0.85-$0.89. - EBITDA: $2.665B-$2.715B. - FCF: $800M-$900M. https://twitter.com/i/web/status/2018104810780705247 https://twitter.com/i/web/status/2018104810780705247"  
[X Link](https://x.com/FintwitAi/status/2018104810780705247)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $AEE (2025-11-06): Ameren Q3 [----] Earnings Call Summary: * Q3 adjusted EPS $2.17 (excl. tax benefit). * Strategic investments drive grid improvements. * $3B deployed in infrastructure upgrades YTD. * Committed to affordable rates. * Economic growth spurs utility investments. * [----] EPS guidance raised to $4.90-$5.10. * [----] EPS expected $5.25-$5.45. * 6-8% EPS growth targeted through [----]. * Data center agreements at [--] GW; Expect ramps in [----]. * $68B investment opportunities pipeline. * Leadership changes: Moehn to Group President Singh to CFO. * Focus on MISO transmission"  
[X Link](https://x.com/FintwitAi/status/2018104840572837888)  2026-02-01T23:31Z [----] followers, [---] engagements


"Earnings summary $FN (2026-02-02): Fabrinet's [----] earnings call summary: * Q2 revenue: Record $1.13B (+36% YoY +16% QoQ). * Non-GAAP EPS: Record $3.36. * Optical comms +29% YoY. Telecom +59% YoY (record) DCI +42% YoY. Datacom -7% YoY (improving). * Non-optical comms +61% YoY driven by HPC ($86M). Auto +12% YoY. * Q3 Guidance: Rev $1.15-$1.2B (+35% YoY). EPS $3.45-$3.60 (+40% YoY). Growth in telecom datacom HPC. * Building [--] (2M sq ft) on track for completion end of [----] 250k sq ft by mid-year. * Pinehurst campus expanding (120k sq ft). * CPO programs with [--] customers. OCS also promising. *"  
[X Link](https://x.com/FintwitAi/status/2018693565048586586)  2026-02-03T14:30Z [----] followers, [---] engagements


"Earnings summary $IDXX (2026-02-02): IDEXX Q4 [----] & [----] Outlook: * Q4'25: Revenue +14% (+12% organic) EPS $3.08 (+17%). CAG recurring revenue +10%. * 2025: Revenue +10% organic EPS $13.08 (+14%). Premium instrument base +12%. * InVue DX placements: [----] in Q4 [----] in [----]. InVue rev contributed $75M. * US vet visits -1.7% (wellness pressured) aging pet pop aids diagnostics. * [----] Outlook: * Revenue: $4.632B-$4.72B (+7-9% organic). * CAG recurring: +8-10% organic (+4% price). * Oper. margin: 32-32.5%. * EPS: $14.29-$14.80 (+10-14%). * Q1'26 Revenue growth: +11.5-13.5% (+9-11% organic). Oper"  
[X Link](https://x.com/FintwitAi/status/2018693593855152570)  2026-02-03T14:30Z [----] followers, [--] engagements


"🚀 Top Stocks to watch this week $CCJ Target: $138.5 Upside: +22% $ACGL Target: $115.5 Upside: +14% $MFC Target: $41.5 Upside: +9% $ANET Target: $145.5 Upside: +6% $LYG Target: $6.2 Upside: +6% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2020634015577858189)  2026-02-08T23:01Z [----] followers, [---] engagements


"Earnings summary $WF (2026-02-06): Woori Financial Group reported a [----] net income of KRW [------] billion a 1.8% year-over-year increase with ROE at 9.1%. Key highlights: * Record net operating revenue driven by balanced top-line growth and insurance acquisition. * Strengthened fundamentals through sizable reserves for future loss factors. * Completed insurance acquisition without impacting capital ratios. * Established growth foundation for securities business with final license and MTS Group launch. * CET1 ratio improved to 12.9% (up [--] bps) exceeding the [----] target. * Year-end dividend of"  
[X Link](https://x.com/FintwitAi/status/2020641495557026233)  2026-02-08T23:30Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $CRDO Target: $145.8 Upside: +18% $APP Target: $495.5 Upside: +8% $RGC Target: $29.5 Upside: +6% $SMTC Target: $93.5 Upside: +5% $SHOP Target: $124.5 Upside: +5% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2020996429926301854)  2026-02-09T23:01Z [----] followers, [---] engagements


"Earnings summary $APH (2026-01-28): Amphenol's [----] results were strong: * Record sales: $23.1B (+52%) * Record orders: $25.4B [---] book-to-bill * Adj. EPS: $3.34 (+77%) * Closed Trexon CCS acquisitions. Strong growth across most markets: * IT datacom (+124% organic) AI driven. * Defense (+21% organic). Q1 [----] outlook: * Sales $6.9-$7.0B (+43%-45%) * Adj. EPS $0.91-$0.93 (+44%-48%) incl. CCS. Focus remains on: * Entrepreneurial culture. * Managing supply chain metal costs. * Capital allocation. * Broad portfolio including fiber optics. https://twitter.com/i/web/status/2016881590392037435"  
[X Link](https://x.com/FintwitAi/status/2016881590392037435)  2026-01-29T14:30Z [----] followers, [---] engagements


"Earnings summary $ADPT (2025-11-06): Adaptive Biotechnologies Q3 [----] Earnings Call Summary: * Strong quarter accelerating momentum. MRD Business: * Profitability milestones: Positive Adj. EBITDA & Cash Flow. * Revenue up 52% YoY driven by volume & ASP. * NCCN guidelines updated for CLL (MRD guided). * clonoSEQ now on NovaSeq X Plus improved margins. Clinical Revenue: * Impressive growth. * Volume up 38% YoY broad expansion. * Blood-based testing 45% of volume. * U.S. clonoSEQ ASP over $1340. * Progress on EMR integrations driving volume. Immune Medicine: * Advancing R&D programs. *"  
[X Link](https://x.com/FintwitAi/status/2018104791558221933)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $APTV (2026-02-02): Aptiv Q4 [----] Earnings Call Summary: - Solid Q4 navigated macro changes. - Leveraged portfolio in non-auto (robotics telecom). - Versagen spin-off on track (April 1st). *Financials* - Record revenue $5.2B (+3%). - Adj. Op. Income $607M (FX/commodities headwind). - EPS $1.86. - Op. Cash Flow $818M. *Key Achievements:* - Enhanced product portfolio. - Gained new business in auto/non-auto. - Strengthened operating model. *2025 Bookings:* - $27B (short of $31B target timing shift). - $5B in China. *2026 Outlook:* - NuAptiv revenue $12.8-$13.2B (+4%). - NuAptiv"  
[X Link](https://x.com/FintwitAi/status/2018693511286084063)  2026-02-03T14:30Z [----] followers, [--] engagements


"Earnings summary $APO (2026-02-09): Apollo Global Management reported strong Q4 and full-year [----] results driven by record fee-related earnings (FRE) and spread-related earnings (SRE). Key highlights: * Full-year FRE: $2.5 billion up 23% YoY. * Full-year SRE: $3.4 billion up 9% YoY. * Origination volume: Crossed $300 billion. * Capital formation inflows: $228 billion a record year. * Investment performance: Strong across credit and hybrid value strategies. The company is expanding its reach beyond institutional clients to serve individuals insurance debt/equity portfolios traditional asset"  
[X Link](https://x.com/FintwitAi/status/2021230233924317219)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $BBD (2026-02-06): Bradesco reported strong Q4 [----] results with recurring net income growing 20.6% year-on-year to BRL [---] billion and full-year net income up 26.1% to BRL [----] billion. ROAE reached 15.2% exceeding the cost of capital. Key highlights from the earnings call: * **Transformation Plan Progress:** The bank is on track with its 5-year transformation plan launched less than two years ago. * **Digital Retail:** [--] million clients are fully digital with BIA GenAI resolving 90% of inquiries. The goal is to reach [--] million clients by [----] further reducing cost to"  
[X Link](https://x.com/FintwitAi/status/2021230258289054073)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $BBDO (2026-02-06): Bradesco reported strong Q4 [----] results with recurring net income growing 20.6% year-on-year to BRL [---] billion and full-year net income up 26.1% to BRL [----] billion. ROAE reached 15.2% exceeding the cost of capital. Key highlights from the earnings call: * **Transformation Plan Progress:** The bank is on track with its 5-year transformation plan launched less than two years ago. * **Digital Retail:** [--] million clients are fully digital with BIA GenAI resolving 90% of inquiries. The goal is to reach [--] million clients by [----] further reducing cost to"  
[X Link](https://x.com/FintwitAi/status/2021230268846154149)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $CLF (2026-02-09): Cleveland-Cliffs reported Q4 and full-year [----] results highlighting a challenging year impacted by steel imports and a disconnected slab market. Key takeaways: * **Market Improvement:** The company anticipates a significantly improved business environment in [----] due to reshoring policies Section [---] tariffs and new galvanizing capacity reducing import reliance. * **Contract Termination:** The termination of the index-based slab supply contract with ArcelorMittal is expected to add approximately $500 million in EBITDA. * **Automotive Sector:** Multi-year"  
[X Link](https://x.com/FintwitAi/status/2021230297958715658)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $EHC (2026-02-06): Encompass Health reported a strong Q4 [----] capping a stellar year with 10.5% revenue growth driven by discharge and pricing increases. Key highlights: * EBITDA grew 14.9% with a significant decline in premium labor costs. * Outstanding quality and patient outcome scores exceeding industry averages. * Capacity expansion continues with [---] new beds added in [----] and plans for small-format hospitals starting in [----]. * Successful ERP system conversion to Oracle Fusion. * Preparedness for regulatory changes like RCD and the TEAM model with positive engagement"  
[X Link](https://x.com/FintwitAi/status/2021230344280723573)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $ITUB (2026-02-06): The company reported strong Q4 [----] results highlighting a successful transformation journey driven by client centricity robust risk management disciplined capital allocation and technological modernization. Key achievements and performance indicators: * Loan portfolio grew 40% with a derisked approach. * ROE increased from 19.3% (2021) to 23.4%. * Efficiency ratio improved from 44% to 38.8%. * Value creation doubled from [----] to [----]. * Employee satisfaction (eNPS) at [--] points. * Consolidated NPS reached an all-time high. * Total shareholder return over"  
[X Link](https://x.com/anyuser/status/2021230367823352036)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $IX (2026-02-09): ORIX Group reported strong results for the [--] months ended December [--] [----]. Key highlights: * Net income reached JPY [-----] billion a significant increase year-over-year and 89% of the full-year forecast. * Pretax profits grew to JPY [-----] billion with all three segments (Finance Operation Investment) showing profit growth. * The share buyback program was expanded to JPY [---] billion. Segment performance: * Finance: 8% year-over-year profit increase. * Operation: 17% year-over-year profit increase boosted by asset management gains and strong auto segment"  
[X Link](https://x.com/anyuser/status/2021230378514563505)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $ON (2026-02-09): ON Semiconductor Corporation reported Q4 [----] results with $1.53 billion in revenue exceeding guidance. Full-year [----] revenue was $6 billion. Key highlights: * **Strategic Focus:** The company is transitioning to a product-centric model focusing on intelligent power and sensing for critical market transitions. * **Growth Drivers:** * AI Data Center revenue exceeded $250 million in [----] with strong growth expected. * Automotive content is expanding with zonal architecture adoption and ADAS features. * Industrial markets show signs of recovery. * **Product"  
[X Link](https://x.com/FintwitAi/status/2021230441718583301)  2026-02-10T14:31Z [----] followers, [---] engagements


"🚀 Top stocks to watch tomorrow $LRN Target: $85.5 Upside: +18% $ULS Target: $83.0 Upside: +15% $PSNYW Target: $3.2 Upside: +14% $NNNN Target: $24.1 Upside: +12% $FFIV Target: $301.6 Upside: +12% 🔔 Next update at [--] AM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2016285856449855548)  2026-01-27T23:03Z [----] followers, [---] engagements


"Earnings summary $AOS (2026-01-29): A.O. Smith (2025) Earnings Call: * Record EPS of $3.85 up 6%. * Sales up slightly China decline offset. * North America: Margin up driven by water treatment. * Rest of World: Restructuring helped margin. * Leonard Valve acquisition expands water management. * [----] Outlook: EPS $3.85-$4.15. * NA boiler sales +6-8% WT +10-12%. * China sales down mid-single digits. * Focus: portfolio innovation excellence. * Evaluating strategic options in China. * Continue to evaluate broader options for strengthening core NA water heater and boiler business"  
[X Link](https://x.com/FintwitAi/status/2017243988357468549)  2026-01-30T14:30Z [----] followers, [--] engagements


"Earnings summary $ADM (2025-11-04): ADM Q3 [----] Summary: * Adj. EPS $0.92 segment profit $845M. * ROIC 6.7%. Cash flow $2.1B YTD. * AS&O profit down (biofuel policy). * Ag Services up on exports. * Crush down on margins. * Carb Solutions profit down. * S&S down on demand. * Ethanol up on exports. * Nutrition profit up (flavors animal). * Flavors record revenue NA. * Animal turnaround continues. * Self-help on track for savings. * Alltech JV announced. * Revised FY25 EPS guidance: $3.25-$3.50. * Expect [----] to be more constructive. https://twitter.com/i/web/status/2018104759886987648"  
[X Link](https://x.com/FintwitAi/status/2018104759886987648)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ADNT (2025-11-05): Adient FY25 Earnings Call Summary: - FY25 Adj. EBITDA $881M sales $14.5B. - Strong free cash flow $204M. - $125M share buybacks. - Won new business China growth. - F-150 JIT/foam & trim secured. - AI integration for efficiency. - Strategic China JV announced. FY26 Outlook: - Sales decline $480M. - Adj. EBITDA impacted by volume/mix. - China margins compress slightly. - Free cash flow $90M. - Investments in growth/innovation. - Monitoring F-150 recovery. - Capital allocation: growth debt buybacks. - Q1 weak due to F-150 downtime/Nexperia."  
[X Link](https://x.com/FintwitAi/status/2018104778757112120)  2026-02-01T23:30Z [----] followers, [---] engagements


"Earnings summary $ARLP (2026-02-02): ARLP's Q4 [----] results: * Adj. EBITDA $191.1M (+54.1% YOY). * Net income $82.7M (64/unit). * Revenue $535.5M (lower coal sales). * Coal production 8.2M tons. * Avg. coal price $57.57/ton (-4% YOY). [----] Outlook: * Coal sales 33.75-35.25M tons (impacted by Metiqui closure). * 93% of '26 volumes committed. * Coal pricing -3% to -6% vs Q4 '25. * Illinois Basin pricing $50-$52/ton. * Appalachia $66-$71/ton. * Capex $280-$300M. Key takeaways: * Strong Illinois Basin performance. * Metiqui mine closure in March '26. * Focus on productivity improvements not"  
[X Link](https://x.com/FintwitAi/status/2018693525039140903)  2026-02-03T14:30Z [----] followers, [---] engagements


"Earnings summary $BDX (2026-02-09): Becton Dickinson and Company (BDX) reported stronger-than-expected Q1 FY2026 results with revenue of $5.3 billion up 0.4%. New BDX grew 2.5% driven by double-digit growth in key areas like biologic drug delivery and PureWick and mid-single-digit growth in 90% of its portfolio. Adjusted EPS was $2.91. Key highlights: * Completion of the Life Sciences business combination with Waters via a Reverse Morris Trust transaction ahead of schedule. * $4 billion cash distribution from the transaction to be used for $2 billion in share repurchases (ASR) and $2 billion"  
[X Link](https://x.com/FintwitAi/status/2021230277968703828)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $CURB (2026-02-09): Curbline Properties reported a strong fourth quarter and fiscal year [----] marking an exceptional first year as a public company. Key highlights include: * Acquisitions totaling nearly $800 million in [----]. * Lease signings exceeding [------] sq ft with strong new lease spreads (20%) and renewal spreads (nearly 10%). * Same-property growth of over 3% building on prior year's 5.8%. * Capital expenditures at a low 7% of NOI demonstrating capital efficiency. The company expressed confidence in its strategy citing: * A significant addressable market for"  
[X Link](https://x.com/FintwitAi/status/2021230325779566908)  2026-02-10T14:30Z [----] followers, [--] engagements


"Earnings summary $DT (2026-02-09): Dynatrace reported strong Q3 FY2026 results exceeding guidance across all metrics. Key highlights include: * **ARR Growth:** Stabilized at 16% with three consecutive quarters of double-digit net new ARR growth. The company is on track to surpass $2 billion in ARR by [----]. * **Log Management:** Annualized log consumption exceeded $100 million with over 100% year-over-year growth becoming the fastest-growing product category. * **Platform Innovation:** Introduced Dynatrace Intelligence an agentic operations system designed for modern software and AI"  
[X Link](https://x.com/FintwitAi/status/2021230334205989055)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $KD (2026-02-09): Kyndryl Holdings Inc. reported Q3 FY2026 results with 3% revenue growth (flat in constant currency). Key highlights: * Signings reached $3.9 billion with $15.4 billion trailing twelve months maintaining a book-to-bill ratio above [---]. * Margin expansion and higher earnings were achieved alongside positive free cash flow of $217 million. * Investments in Kyndryl Consult are ongoing though Q3 performance was below expectations due to longer sales cycles. * Evolving collaboration with IBM impacted revenue by 3.5% reducing spend from $4 billion to $2 billion"  
[X Link](https://x.com/FintwitAi/status/2021230387444277468)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $MGY (2026-02-06): Magnolia Oil & Gas reported strong [----] results driven by consistent execution of their capital-efficient business model and high-quality assets. Key Highlights: * Full-year production grew 11% to [------] BOE/d with oil production up 4%. * Field-level cash operating expenses declined 7% to $5.12/BOE. * Fourth-quarter production hit a record [------] BOE/d. * Generated over $425 million in free cash flow for the full year. * Returned 75% of free cash flow to shareholders via dividends and share repurchases. * Repurchased [---] million shares reducing diluted"  
[X Link](https://x.com/FintwitAi/status/2021230396202004810)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $MNDY (2026-02-09): Ltd. reported strong Q4 and FY25 results with revenue up 27% YoY and operating margin at 14%. Key highlights: * **Upmarket Growth:** Larger customers ($50k+ ARR) now represent 41% of total ARR. Customers with $500k+ ARR grew 74% YoY. * **AI Integration:** Significant product rearchitecture around AI including AI agents (beta) Monday Vibe (fastest product to $1M ARR) and AI Sidekick. * **Financials:** FY25 revenue $1.232B non-GAAP operating income $175.3M (14% margin). FY26 revenue guidance $1.452B-$1.462B (18-19% growth). * **Guidance Shift:** Moving focus"  
[X Link](https://x.com/FintwitAi/status/2021230407459516808)  2026-02-10T14:30Z [----] followers, [---] engagements


"Earnings summary $MSTR (2026-02-06): Strategy's Q4 [----] earnings call highlighted a strong year for Bitcoin accumulation ending with [------] BTC. The company raised over $25 billion in capital expanding its product ecosystem with five preferred equity securities. Key financial and operational points: * Reported Q4 operating loss of $17.4 billion and net loss of $12.6 billion driven by Bitcoin's fair value decline. * Full-year operating loss of $5.4 billion and net loss of $4.2 billion within guidance. * Achieved a BTC yield of 22.8% for the year exceeding targets. * Increased Bitcoin per share"  
[X Link](https://x.com/FintwitAi/status/2021230424614175142)  2026-02-10T14:31Z [----] followers, [---] engagements


"$THS Insider Trade Alert ⚠ JANA Partners Management LP (director [--] percent owner other: (See Remarks)) sold shares worth $47961730 on Feb [--] [----] For more details go to #StockMarket #Trading #fintwit #stocks https://fintwit.ai/quote/THS/Insider https://fintwit.ai/quote/THS/Insider"  
[X Link](https://x.com/FintwitAi/status/2021469252461502969)  2026-02-11T06:20Z [----] followers, [---] engagements


"🚀 Top stocks to watch today $VRT Target: $239.5 Upside: +20% $LSCC Target: $105.5 Upside: +16% $NET Target: $207.5 Upside: +15% $SHOP Target: $145.5 Upside: +14% $TIMB Target: $28.5 Upside: +13% 🔔 Next update at [--] PM Stay tuned #StockMarket #Investing"  
[X Link](https://x.com/FintwitAi/status/2021585317627642223)  2026-02-11T14:01Z [----] followers, [---] engagements


"Earnings summary $ACGL (2026-02-10): Arch Capital reported strong Q4 [----] results with after-tax operating income up 26% year-over-year to $1.1 billion. Full-year operating income reached a record $3.7 billion translating to $9.84 EPS and a 17.1% annualized operating return on equity. Key highlights: * Book value per share grew 22.6% in [----] with a 15%+ CAGR since [----]. * $1.9 billion in share repurchases were executed in [----]. * Insurance segment delivered $119 million in underwriting income with a solid 90.8% ex-cat combined ratio. * Reinsurance segment achieved a record $1.6 billion in"  
[X Link](https://x.com/FintwitAi/status/2021592612281417820)  2026-02-11T14:30Z [----] followers, [--] engagements


"Earnings summary $ACGLO (2026-02-10): Arch Capital reported strong Q4 [----] results with after-tax operating income up 26% year-over-year to $1.1 billion. Full-year operating income reached a record $3.7 billion translating to $9.84 EPS and a 17.1% annualized operating return on equity. Key highlights: * Book value per share grew 22.6% in [----] with a 15%+ CAGR since [----]. * $1.9 billion in share repurchases were executed in [----]. * Insurance segment delivered $119 million in underwriting income with a solid 90.8% ex-cat combined ratio. * Reinsurance segment achieved a record $1.6 billion in"  
[X Link](https://x.com/FintwitAi/status/2021592630149128252)  2026-02-11T14:30Z [----] followers, [--] engagements


"Earnings summary $AMTM (2026-02-10): Amentum reported strong Q1 FY2026 results demonstrating continued momentum. Key Financials: * Revenue: $3.2 billion (3% normalized growth) * Adjusted EBITDA: $263 million (8.1% margin) * Adjusted Diluted EPS: $0.54 (up 6% YoY) Strategic Highlights: * Net bookings of $3.3 billion with a book-to-bill of 1x (1.1x LTM). * Backlog grew 4% to over $47 billion. * Significant progress in accelerating growth markets: Space Systems and Technologies Critical Digital Infrastructure and Global Nuclear Energy. * Notable nuclear awards include partnerships with"  
[X Link](https://x.com/FintwitAi/status/2021592686113747449)  2026-02-11T14:30Z [----] followers, [---] engagements


"Earnings summary $CCS (2026-01-28): Century Communities Q4/FY [----] Earnings: * Exceeded guidance delivering [----] units in Q4. Total FY: [-----]. * Record Q4 net orders (2702) up 13% sequentially. * Reduced construction costs by $13k/home cycle times to [---] days. * Share repurchases: 7% outstanding invested $1.2B in land. Strategy/Operations: * Focused on sales pace in Q4 shifting to balanced approach in '26. * Incentives high in Q4 expecting slight pullback in [----]. * Average community count expected to increase low-mid single digits in '26. * 61k lots owned/controlled. Financials/Guidance: *"  
[X Link](https://x.com/FintwitAi/status/2016881696574984237)  2026-01-29T14:30Z [----] followers, [--] engagements


"Earnings summary $BSAC (2026-02-05): Banco Santander-Chile reported strong Q4 [----] results with net income up 23% year-on-year reaching CLP [----] billion. This translated to a return on equity (ROE) of 23.5% and an efficiency ratio of 36%. Key highlights include: * **Economic Environment:** Chile's economy showed gradual improvement in [----] with declining inflation and easing monetary policy. Regulatory advancements in fintech and open finance are expected to foster competition and innovation. The new administration's agenda includes potential stimulus measures like corporate tax rate"  
[X Link](https://x.com/FintwitAi/status/2020641349217714575)  2026-02-08T23:30Z [----] followers, [---] engagements


"Earnings summary $ACM (2026-02-10): AECOM reported a strong Q1 [----] exceeding expectations across key financial metrics. * **Financial Highlights:** * Record Q1 Net Service Revenue (NSR) and Adjusted EBITDA. * Backlog reached an all-time high up 9% with a [---] book-to-burn ratio. * Adjusted EBITDA of $287 million and Adjusted EPS of $1.29. * Increased full-year financial guidance. * Share repurchase authorization increased to $1 billion. * **Strategic Initiatives:** * Decision to retain and operate the Construction Management business seeing synergy opportunities. * Continued investment in"  
[X Link](https://x.com/FintwitAi/status/2021592638646862193)  2026-02-11T14:30Z [----] followers, [---] engagements


"Earnings summary $ARMK (2026-02-10): Aramark reported strong Q1 fiscal [----] results driven by significant business momentum. Key highlights: * Organic revenue grew 5% to $4.8 billion with an estimated 8% growth excluding a calendar shift. * Exceptional client retention and strong new client wins across FSS US (healthcare education corrections) and International (sports mining energy). * FSS US organic revenue increased 2% (5% excluding calendar shift) with workplace experience refreshments healthcare sports and corrections showing strength. * International revenue grew over 13% organically"  
[X Link](https://x.com/FintwitAi/status/2021592705751449642)  2026-02-11T14:30Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing