News
Rexel’s share price has risen 44.9 % over the past year, but it fell 3.5 % in the last seven days. The company scores 2 of 6 on Simply Wall St’s valuation screen, indicating undervaluation on two of six criteria. A discounted‑cash‑flow (DCF) analysis shows Rexel may be overvalued by 36.9 %, with an intrinsic value of €26.49 per share versus the rec...
16/02/2026 | Rexel S.A.
Scorpio Tankers Inc. (STNG) announced it will raise its dividend to $0.45 per share effective March 20, yielding 2.6%, below the industry average. The company has maintained a history of dividend payments, though recent cuts have indicated a declining trend of roughly 9.7% per year since 2016. In contrast, EPS has grown 34% annually over the past f...
16/02/2026 | Scorpio Tankers Inc.
Analyst coverage reflects a mixed outlook. Benchmark lowered its price target for Maplebear from $60 to $53 on February 10, 2026, yet retained a “Buy” rating, citing current multiples and secular tailwinds. Needham increased its target from $50 to $55 on February 13, 2026, also maintaining a “Buy” stance. Daniel Sundheim’s portfolio includes approx...
16/02/2026 | Maplebear Inc.
Instacart, the marketplace to which Maplebear’s inventory will be integrated, reported a 14% year‑over‑year increase in gross transaction volume to $9.9 billion in Q4, with transaction revenue rising 13% to $698 million and advertising and other revenue up 10% to $294 million. Total revenue for Instacart was $992 million and EBITDA leapt 20% to $30...
16/02/2026 | Maplebear Inc.
A key driver of the firm’s growth narrative is its strategic partnership with Toast (NYSE:TOST). The agreement enables Toast’s retail customers to connect their in‑store inventory directly to Instacart’s marketplace, creating new sales channels for both platforms. The partnership is positioned to launch a pilot in early 2026 and roll out nationwide...
16/02/2026 | Maplebear Inc.
Maplebear Inc. (NASDAQ:CART) reported fourth‑quarter revenue of $992 million, $18 million above consensus estimates, while earnings per share of $0.30 fell short of the expected $0.52. During the quarter the company repurchased $1.1 billion of shares.
16/02/2026 | Maplebear Inc.
These financial results and forward‑looking guidance have propelled Fastly to a two‑year high, amplifying its valuation and supporting continued capital market interest. The company’s emphasis on AI‑enabled traffic and edge services is expected to drive further revenue and margin gains through 2026, maintaining its growth momentum and reinforcing i...
16/02/2026 | Fastly, Inc.
Fastly’s strategic pivot centers on edge computing, security services, and emerging AI workloads. The new AI partnership, coupled with a focus on agentic AI traffic, has repositioned the company as a key player in the AI‑driven digital infrastructure landscape. Major clients—Reddit, Shopify, and Stripe—anchor its service portfolio and bolster its r...
16/02/2026 | Fastly, Inc.
In Q4, Fastly’s revenue climbed 23 % year‑over‑year to $172.6 million, and adjusted EPS rose to $0.12, while the net loss narrowed 53 % to $15.5 million. GAAP losses shrank, signalling the onset of operating leverage. The company reiterated a 2026 full‑year revenue outlook of $700–$720 million, implying a 12–15 % year‑over‑year growth and positioni...
16/02/2026 | Fastly, Inc.
Fastly’s shares jumped 13.84 % to $18.26 on Friday, Feb 13, as the company reported a record‑quarter 2023 earnings blowout and announced a new AI cloud partnership that widened investor enthusiasm. Trading volume surged to 55 million shares, a 710 % increase over the three‑month average, underscoring the market’s confidence in the company’s expansi...
16/02/2026 | Fastly, Inc.