Stock Market News for February 25, 2026
889 news published.
Earnings and quarterly reports shaping market moves
Salesforce (CRM) delivered record fourth-quarter fiscal 2026 results, a major signal for enterprise‑software demand and subscription visibility; read the release.
Snowflake (SNOW) reported fourth-quarter and full-year fiscal 2026 results, important for cloud‑data platform growth and consumption trends as customers scale AI workloads; details here.
Zoom Communications (ZM) posted fourth-quarter and fiscal year 2026 financials, another bellwether for hybrid‑work communications spend and monetization of new product tiers; release here.
Nutanix (NTNX) reported second quarter fiscal 2026 results, and separately unveiled a strategic partnership with AMD to advance an open, scalable platform for enterprise AI — a one‑two read on on‑prem-plus‑accelerator deployment.
The Trade Desk (TTD) released fourth-quarter and fiscal 2025 results, offering clues on programmatic ad demand as advertisers shift budgets across digital channels; filing here.
NVIDIA (NVDA) announced fourth-quarter and fiscal 2026 financial results, the standout macro read for AI‑infrastructure demand and chip pricing trends; the report reframes market outlooks for semiconductors and cloud capex here.
AI infrastructure, data platforms and hardware partnerships
Super Micro (SMCI) and VAST Data, with NVIDIA, launched an enterprise AI data platform to accelerate model deployment — evidence that server, storage and accelerator bundling continues to shorten time‑to‑model.
Building on that, the AMD–Nutanix tie-up aims to give enterprises another integrated path for deploying GPU‑accelerated workloads on familiar infrastructure.
Biotech, clinical readouts and regulatory milestones
Merck (MRK) unveiled late‑breaking Phase 3 data for a two‑drug HIV regimen, a potential step toward simplified therapy if safety and durability hold; details here.
ViiV Healthcare (PFE) reported positive 12‑month data on the broadly neutralizing antibody lotivibart (N6LS) in a long‑acting regimen, developments that could alter HIV treatment economics and dosing cadence; read updates here and here.
Eton Pharmaceuticals (ETON) earned U.S. FDA approval for DESMODA™ oral solution, unlocking U.S. market access for a specialty product; approval note here.
Merck Animal Health also scored a veterinary win as the FDA approved NUMELVI™ for dogs, a reminder that regulatory outcomes span human and animal health businesses; release here.
Capital returns, buybacks and balance‑sheet moves
Xylem (XYL) authorized a $1.5 billion share repurchase, a sizable capital‑return program that can boost EPS and signal management confidence in growth and free cash flow here.
FICO (FICO) announced a new stock repurchase program today, a move investors watch for signaling on capital allocation and earnings leverage; details here.
Becton, Dickinson and Company (BDX) disclosed the pricing and amounts accepted in its tender offers, a technical update that affects outstanding float and near‑term ownership; filing here.
Energy, resources and outlooks
SM Energy (SM) reported fourth‑quarter and full‑year 2025 results and provided a 2026 outlook, offering guidance on production, capex and cash returns that will shape E&P peers' comparisons; read the releases here and here.
Excelerate Energy (EE) posted record full‑year 2025 results and issued a 2026 outlook, notable for LNG project cash flows and contracted capacity metrics; details here.
Northern Oil & Gas (NOG) released results and a detailed 2026 guidance package, a read investors use to assess capital discipline and hedging plans; report here.
Real estate, utilities and regulated growth
California Water Service Group (CWT) reported solid Q4 and year‑end 2025 results and separately announced an agreement to acquire Nexus Water Group assets in Nevada and Oregon — a deal that makes it the largest regulated water utility in the western U.S. and supports regulated revenue growth results, details.
Whitestone REIT (WSR) reported fourth‑quarter and full‑year 2025 results, useful for investors tracking retail‑anchored REIT fundamentals; release here.
Transportation, aerospace and industrials
Joby Aviation (JOBY) reported fourth‑quarter 2025 results, an operational checkpoint for eVTOL timelines and cash‑burn assumptions as commercialization plans progress; report here.
HEICO (HEI) posted record net income and strong revenue gains for the first quarter of fiscal 2026 — a positive signal for aerospace aftermarket demand and margin expansion here.
Deals, partnerships and strategy shifts
OUTFRONT Media (OUT) entered an exclusive commercial partnership and strategic equity investment with AdQuick to speed campaign planning and measurement — a strategic blend of inventory and ad‑tech capabilities here.
Fidelis Insurance Group (FIHL) announced a rebrand to Pelagos Insurance Capital in 2026 and reported an outstanding fourth quarter — moves that reposition the firm in specialty re/insurance markets; filings here and results.
Exzeo (XZO) struck a strategic partnership with Tokio Marine Highland to offer a primary residential flood program, an example of niche insurance distribution scaling via carrier ties here.
Smaller wins and notable corporate updates investors should note
- Box (BOX) landed RWS Global as a content customer to power AI‑ready workflows, reinforcing SaaS stickiness here.
- FS KKR Capital (FSK) reported results and declared a $0.48 quarterly distribution, relevant for income‑seeking investors in closed‑end credit vehicles here.
- Redwire (RDW) beat its revenue guidance with record contracted backlog and reported full‑year results, noteworthy for space‑infrastructure backlog visibility here.
- Ibotta (IBTA) released fourth‑quarter and full‑year 2025 financials, an operating read for adtech and consumer cashback economics here.
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