Shares of Agnico Eagle Mines Ltd (TSX:AEM) rose about 5.5% in New York trading after the gold producer reported a modest fourth-quarter earnings beat and maintained its three-year production outlook.
Agnico posted adjusted fourth-quarter 2025 earnings per share of $2.70, slightly ahead of the $2.68 consensus estimate, while adjusted EBITDA of $2.51 billion also topped expectations. The beat was driven by stronger-than-expected gold sales.
Moderna Inc (NASDAQ:MRNA, XETRA:0QF) reported fourth quarter 2025 results that exceeded Wall Street expectations, sending its shares up about 11% on Friday.
The company posted a net loss of $2.11 per share on revenue of $678 million, compared with analysts’ consensus of a $2.60 loss on revenue near $660 million.
Roku Inc (NASDAQ:ROKU) shares climbed almost 5% following the company’s release of fourth quarter 2025 results, which exceeded Wall Street expectations and highlighted growth in its platform business.
The company reported revenue of $1.395 billion for Q4, a 16% increase from the same period a year earlier and above analyst forecasts of $1.35 billion.
Draftkings Inc (NASDAQ:DKNG) shares fell more than 12% after the company reported fourth quarter 2025 results that included a significant earnings-per-share miss and cautious fiscal 2026 guidance.
The sports betting and online gaming company posted Q4 revenue of $1.99 billion, up 43% from $1.39 billion in the same period last year, surpassing analyst expectations of $1.97 billion.
Shore Capital downgraded AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) to 'hold' from 'buy', citing a less favourable earnings trajectory as the drugmaker prioritises revenue growth through escalating research spending.
The broker warns the current valuation looks full at 20 times forecast 2026 earnings despite confidence the company can exceed its $80 billion 2030 revenue target.
The market's perception of artificial intelligence disruption risk has exploded from affecting just 4% of the MSCI Europe index a month ago to 24% today, according to Morgan Stanley's latest assessment. The acceleration mirrors the early stages of the Covid pandemic sell-off, when risks that began concentrated in China rapidly broadened across sectors.
The dramatic repricing reflects investors grappling with non-linear advances in AI capabilities. Morgan Stanley expects several US frontier large language models launching in the first half of 2026 with performance far exceeding current systems, as developers apply roughly 10 times the computational power to training.
Pinterest Inc (NYSE:PINS) shares fell more than 20% to about $15 on Friday morning after the company issued a softer-than-expected outlook as well as disappointing fourth quarter earnings.
The social media platform guided first quarter 2026 revenue to between $951 million and $971 million, representing year-over-year growth of about 11% to 14% but below the Wall Street consensus of $980 million. The company said it expects first-quarter adjusted EBITDA of $166 million to $186 million.
Coinbase Global Inc (NASDAQ:COIN) reported fourth quarter 2025 results that fell short of analyst expectations as crypto market activity softened during the period.
The company posted revenue of $1.78 billion for the quarter, below the $1.85 billion consensus estimate, while earnings per share came in at $0.66 versus the $1.05 forecast. Total revenue declined 5% quarter-over-quarter, reflecting weaker trading conditions late in the year.
BridgeBio Pharma (NASDAQ:BBIO) saw its shares rise more than 5% to about $77 on Thursday after reporting positive Phase 3 topline results for oral infigratinib in achondroplasia, with Jefferies analysts describing the data as “compelling.”
Achondroplasia is the most common form of dwarfism, a genetic condition that affects bone growth and results in short stature and disproportionate limb development.
DoorDash Inc (NYSE:DASH) will hand down its fourth quarter earnings report on February 18, with Bank of America expecting an in-line print.
The bank’s analysts expect gross order value (GOV) of $29.2 billion, revenue of $3.94 billion, and EBITDA of $792 million, compared with Street estimates of $29.2 billion, $3.99 billion and $774 million, respectively.
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock’s near-term upside as limited.
The firm maintained a ‘Buy’ rating on the chipmaker.
The recent selloff in credit markets reflects growing concern that artificial intelligence (AI) is moving faster than many expect, and its impact may extend well beyond software, according to UBS analysts.
In a note to clients, the bank’s analysts said markets have only partially priced in the risk, particularly for lower-quality credit sectors in the US. Investment-grade (IG) bonds, by contrast, are likely to hold up thanks to stronger balance sheets and stable credit ratings.
Satellite imagery shows Rio Tinto Ltd is accelerating activity at the Simandou iron ore project in Guinea, with shipments now under way and infrastructure close to completion.
Shares in the FTSE 100 miner hit an all-time high of 7,421p on Thursday, up 0.7% on the day, 22% since the start of 2026 and 47% since this time last year.
Seeing Machines Ltd (AIM:SEE, OTC:SEEMF, FRA:M2Z) is entering the decisive phase of Europe’s General Safety Regulation rollout, according to Stifel, which reiterated its 'buy' rating and 10.5p price target following Wednesday’s trading statement.
In a note titled “SEE KPIs – the ramp into GSR is real”, the broker said quarterly data confirmed that automotive original equipment manufacturer production and aftermarket sales were accelerating as the July GSR deadline approaches.
UK economic growth remained weak at the end of 2025, with output rising just 0.1% in the final quarter, slower than economists expected.
Month-on-month growth in December also came in at 0.1%, according to the Office for National Statistics, while November’s growth was revised down to 0.2%.
FedEx Corp (NYSE:FDX, XETRA:FDX)’s planned investment in InPost announced this week could help lower European delivery costs and sharpen the company’s focus on higher-margin business-to-business shipments, Bank of America analysts believe.
The firm reiterated its ‘Buy’ rating and raised their price target on the stock to $414 from $408 following the announcement.
Double-digit earnings outlook and strong trial momentum support top pick status
AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) remains a top pick at Citi following full-year results and 2026 guidance that the bank described as “reassuring”, with a reiterated target price of £170 and unchanged earnings forecasts.
Cloudflare (NYSE:NET) shares jumped almost 11% to just shy of $200 in early trade following the company’s fourth quarter report which topped revenue expectations.
For the quarter, Cloudflare reported revenue of $614.5 million, up 34% year over year, above the consensus estimate of $591.3 million.
Lyft Inc (NASDAQ:LYFT) shares fell about 13% at the open on Wednesday after the ride-hailing company reported fourth quarter results that met revenue expectations but offered a softer profitability outlook, with analysts pointing to slowing ride growth and competitive pressures.
For the fourth quarter, Lyft reported adjusted earnings of $0.16 per share, above the $0.12 per share expected by analysts. Adjusted revenue was $1.76 billion, up 3% and in line with consensus estimates.
Deutsche Bank has cut its price target for Novo Nordisk (NYSE:NVO) by 16% to DKK400 following a turbulent week for the Danish pharmaceutical group, citing revenue headwinds, management uncertainty and clinical trial risks.
Emmanuel Papadakis, equity analyst at Deutsche Bank, described the period post fourth-quarter results as “the best of times, the worst of times”, reflecting a mix of strong product potential and acute business volatility.
Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set to reshape cloud economics and reward scale players despite near-term margin pressure.
AI capex surge reframes the sell-off
UK food producers face a mixed backdrop for prices and margins after the latest global commodity data confirmed diverging trends across key crops, according to Shore Capital.
In a note on February's World Agricultural Supply and Demand Estimates, analyst Akhil Patel said the report “confirms a global environment still characterised by abundant supply overall, but with diverging signals”.
Target Corp (NYSE:TGT)’s newly announced leadership changes are “directionally positive” and would help improve execution and strategic momentum under CEO Michael Fiddelke, according to Jefferies analysts.
Target announced the appointment of Cara Sylvester as chief merchandising officer and Lisa Roath as chief operating officer, alongside several planned executive departures and retirements.
Wedbush analysts said OpenAI (Unlisted:OPAI)’s launch of advertising in ChatGPT introduces a new competitive surface for digital advertising, with early interest from major agencies and brands signaling potential shifts in marketing budgets across the industry.
“As brands begin to shift experimental budgets across both the upper and lower-funnel to new AI-enabled surfaces, advertising platforms capturing just a small percentage of retailer wallets are most at risk,” Wedbush wrote, adding that the impact could be most pronounced for Pinterest and Instacart.
The Coca-Cola Company (NYSE:KO) shares edged about 2.8% lower on Tuesday after the company reported quarterly revenue that missed Wall Street expectations, marking its first revenue shortfall versus consensus estimates in five years.
The beverage giant reported adjusted earnings of $0.58 per share for the fourth quarter, topping analysts’ expectations of $0.56.
Peel Hunt has reiterated its 'buy' recommendation and 60p price target on Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1), following the company’s pre-close trading update, which confirmed another year of double-digit revenue and profit growth, led by continued US momentum.
Revenue for the last financial year rose around 10% year-on-year, with adjusted EBITDA up approximately 15%.
Accesso Technology Group PLC's (LSE:ACSO, OTC:LOQPF, FRA:LQG) decision to expand its relationship with Adyen and internalise payments under its own brand marks a meaningful evolution in the company’s commercial model.
The move, flagged in a note by Peel Hunt, sees Accesso shift from a passive integrator of third-party payment services to an active payments facilitator.
Cavendish Securities reiterated its 'buy' rating and 21.8p target price for 88 Energy Ltd (AIM:88E, ASX:88E, OTCQB:EEENF, FRA:POQ), highlighting the increased potential of the company’s Namibian acreage following positive regional drilling results.
The recent Kavango West-1X well, drilled by a separate operator, confirmed meaningful net pay and hydrocarbon shows, and will now progress to production testing.
AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) full-year results showed the pharmaceutical group navigating a challenging comparison period with a robust operational performance and a renewed commitment to long-term growth, analysts said.
Fourth-quarter revenue came in at $15.5 billion, 2% ahead at constant exchange rates and just over 1% above consensus.
Block Inc (NYSE:XYZ) is reportedly considering a workforce reduction of up to 10%, according to a Bloomberg report that said “hundreds” of employees have been informed their roles may be cut during annual performance reviews.
The company had fewer than 11,000 employees as of late November, down from 11,400 at the end of 2024.
Bit Digital Inc (NASDAQ:BTBT) has earned a repeat ‘Outperform’ rating from Noble Capital analysts, who cited the company’s transformation into a Strategic Asset Company (SAC) and its strong Ethereum treasury as key drivers for potential upside.
The firm maintained a $5.50 price target, noting that shares currently trade roughly 14% below net asset value (NAV) at about $1.80.
Analysts at UBS are expecting artificial intelligence to become a meaningful tailwind for aviation, arguing airlines are already finding ways to use the technology across pricing, operations and maintenance, even as regulators and cyber risks loom large.
The broker said AI is being deployed to improve the customer journey through targeted marketing, fare discovery and revenue management, while “agentic” tools could reshape distribution and discovery.
Wedbush has moved to re-plant its flag in battered enterprise software, arguing the recent sell-off in Salesforce Inc and ServiceNow Inc has overshot reality as investors fret about AI disrupting traditional SaaS economics.
The broker said the pair of big-cap enterprise software stocks were caught in what it views as an exaggerated “software Armageddon” trade, with the market “baking in a doomsday scenario” for software names.
Broker Cavendish says additional US protection strengthens long-term outlook and reiterates buy rating.
Shares in Shield Therapeutics PLC (AIM:STX, OTCQB:SHIEF) jumped as much 11% earlier in the session after the company said US regulators had granted an additional three years of data exclusivity for its oral iron therapy Accrufer.
Citi has raised its price target for GSK PLC (LSE:GSK, NYSE:GSK) to £22.50 while maintaining a 'neutral' rating, citing a sharp rally driven by improving investor sentiment.
The broker said full-year 2025 earnings per share were 2% ahead of consensus, with constant exchange rate guidance for 2026 broadly in line with expectations.