Business News 11 February 2026 - 15 February 2026

Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA
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Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA

Plug Power shares surged 11.2% to $2.48 on Wednesday, capping a three-day rally after naming Jose Luis Crespo as CEO and reporting improved margins. Trading volume reached 129 million shares, well above average. The company posted a fourth-quarter gross profit of $5.5 million and swung to a 2.4% gross margin. Analysts remain divided on the stock’s outlook as Plug plans asset sales and aims for positive EBITDAS by end-2026.
March 5, 2026
Compass Group share price: what to watch in CPG.L after Friday’s lift and ahead of key dates
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Compass Group share price: what to watch in CPG.L after Friday’s lift and ahead of key dates

Compass Group shares closed up 1.1% at 2,058 pence on Friday after a week of volatile trading. Investors are watching for follow-through when London markets reopen Monday, with attention on office demand and AI risks. The company reported 7.3% organic revenue growth last quarter and will pay a final dividend of 31.75p per share on Feb. 26. A switch to U.S. dollar trading for London shares takes effect April 1.
February 15, 2026
Uber stock price: SEC shelf filing and CFO switch loom after Friday slide
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Uber stock price: SEC shelf filing and CFO switch loom after Friday slide

Uber shares closed down 1.7% at $69.99 Friday, with volume at 26.5 million. The company registered a broad shelf offering with the SEC and filed its annual report showing 2025 revenue up 18% to $52 billion. CFO Prashanth Mahendra-Rajah will step down Feb. 16, succeeded by Balaji Krishnamurthy. Uber agreed to buy Getir’s delivery arm for $335 million and will launch robotaxi rides with Baidu in Dubai.
February 14, 2026
Maplebear (Instacart) stock jumps after upbeat outlook — CART slips in late trading
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Maplebear (Instacart) stock jumps after upbeat outlook — CART slips in late trading

Maplebear Inc shares closed up 9.2% at $36.30 Friday after Instacart’s parent forecast first-quarter gross transaction value above Wall Street estimates and reported a 12% rise in fourth-quarter revenue. The company cited strong demand for essentials and ad sales, but flagged higher legal costs including a $60 million FTC settlement. Shares slipped 1.4% after hours as traders weighed rising competition in grocery delivery.
February 14, 2026
Tri Pointe Homes stock jumps nearly 27% after Sumitomo Forestry’s $47-a-share, $4.5 billion deal
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Tri Pointe Homes stock jumps nearly 27% after Sumitomo Forestry’s $47-a-share, $4.5 billion deal

Tri Pointe Homes shares surged 26.6% to $46.30 after Sumitomo Forestry agreed to acquire the U.S. builder for $47 per share in cash, valuing the deal at about $4.5 billion. The companies expect to close in Q2 2026, pending shareholder approval. Tri Pointe’s board backed the merger and will recommend it to shareholders. The stock continues to trade just below the offer price as investors watch for deal progress and the Feb. 25 results update.
February 13, 2026
Mint Incorporation stock jumps 80% premarket as Rice Robotics JV talk resurfaces
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Mint Incorporation stock jumps 80% premarket as Rice Robotics JV talk resurfaces

Mint Incorporation shares surged about 80% to $0.50 in premarket trading Friday after news of a non-binding robotics joint venture plan with Rice Robotics. The stock, which closed at $0.28 Thursday, is thinly traded and prone to large swings. The memorandum of understanding is preliminary and not a final contract. Traders are watching if gains hold once Nasdaq trading opens.
February 13, 2026
Accenture stock price slides nearly 4% as CEO share sale, AI jitters weigh on ACN
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Accenture stock price slides nearly 4% as CEO share sale, AI jitters weigh on ACN

Accenture shares fell 3.8% to $221.58 Thursday after touching $215.22 intraday, with about 7.5 million shares traded. CEO Julie Sweet disclosed a planned sale of 6,057 shares in an SEC filing. Traders are watching the March 19 earnings call and a May 20 GAO deadline on a $1.4 billion federal contract protest. Peers IBM, Cognizant, DXC, and Infosys also declined.
February 12, 2026
Thermo Fisher stock slides 4%: Datavant data pact and $3.8B notes put TMO in focus
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Thermo Fisher stock slides 4%: Datavant data pact and $3.8B notes put TMO in focus

Thermo Fisher shares fell 4.3% to $504.53 Thursday afternoon, extending a recent slide. The company expects to settle a $3.8 billion debt offering on Feb. 12 to help fund its pending Clario acquisition. Thermo Fisher also announced a data collaboration with Datavant. An executive vice president sold 400 shares under a pre-set plan, according to an SEC filing.
February 12, 2026
Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX
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Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX

Netflix shares fell 5.1% to $75.53 in late-morning Thursday trading amid uncertainty over its proposed deal with Warner Bros Discovery. Activist investor Ancora said it would oppose the Warner-Netflix deal and support Paramount’s rival bid. Paramount extended its $30-a-share cash offer and pledged to cover Warner’s $2.8 billion breakup fee to Netflix. Traders are watching shareholder votes and antitrust reviews.
February 12, 2026
Nebius Q4 revenue miss drags NBIS stock premarket as CEO raises 2026 run-rate target
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Nebius Q4 revenue miss drags NBIS stock premarket as CEO raises 2026 run-rate target

Nebius reported fourth-quarter revenue of $227.7 million, missing estimates and sending shares down 3.5% in U.S. premarket trading. Adjusted EBITDA turned positive at $15 million, but capital spending surged to $2.06 billion. CEO Arkady Volozh raised 2026 annualized run-rate revenue guidance to $7–$9 billion. Net loss from continuing operations widened to $249.6 million.
February 12, 2026
Lyft stock steadies before the bell after 17% plunge as outlook and buyback take center stage
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Lyft stock steadies before the bell after 17% plunge as outlook and buyback take center stage

Lyft shares held steady premarket Thursday after plunging nearly 17% to $13.99 on Wednesday, following a weak first-quarter adjusted EBITDA forecast and lower-than-expected 2025 ride numbers. The company reported a 2025 operating loss of $188.4 million despite net income of $2.84 billion, driven by a $2.90 billion tax benefit. Lyft’s board authorized up to $1 billion in additional share repurchases.
February 12, 2026
SoftBank’s OpenAI bet powers $1.6B profit as Vision Fund rebounds
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SoftBank’s OpenAI bet powers $1.6B profit as Vision Fund rebounds

SoftBank reported a 248.6 billion yen profit for the October-December quarter, driven by a surge in OpenAI’s valuation. The company’s loan-to-value ratio rose to 20.6% as it increased borrowing and asset sales to fund AI investments. Quarterly revenue climbed 8% to 1.98 trillion yen. SoftBank’s stake in OpenAI Group PBC reached about 11% after a December closing.
February 12, 2026
HubSpot stock drops after earnings: why HUBS is sliding even after upbeat 2026 targets
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HubSpot stock drops after earnings: why HUBS is sliding even after upbeat 2026 targets

HubSpot shares fell 9.8% to $209.33 in after-hours trading Wednesday after the company posted higher profit, raised its outlook, and announced a $1 billion share buyback. Fourth-quarter revenue rose 20% to $846.7 million, with billings up 27%. The 2026 revenue forecast of $3.69–$3.70 billion topped estimates. Investors focused on future billings and margins despite the upbeat results.
February 12, 2026
BorgWarner stock jumps 22% after earnings beat and AI data-center power deal
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BorgWarner stock jumps 22% after earnings beat and AI data-center power deal

BorgWarner shares jumped 22.5% to $66.10 in after-hours trading Wednesday after quarterly profit beat estimates and the company announced a new supply deal for AI data center power equipment. Fourth-quarter net sales rose 3.9% to $3.57 billion, with adjusted earnings at $1.35 a share. The 2026 sales outlook of $14.0–$14.3 billion missed analyst forecasts. Peer Aptiv fell 1.6%; Lear was little changed.
February 12, 2026
Elevance Health stock bounces as House subpoenas revive Obamacare subsidy scrutiny
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Elevance Health stock bounces as House subpoenas revive Obamacare subsidy scrutiny

Elevance Health shares climbed 1.5% to $330.68 Wednesday after rebounding from an intraday low, as subpoenas from the House Judiciary Committee targeted the company and other insurers over ACA premium subsidies. Trading volume reached 0.67 million shares. Other major managed-care stocks mostly rose. RBC Capital Markets recently downgraded Elevance, citing a softer 2026 outlook and lower margin targets.
February 11, 2026
Smurfit WestRock stock jumps nearly 11% as SW lifts 2026 outlook and maps $7B EBITDA goal
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Smurfit WestRock stock jumps nearly 11% as SW lifts 2026 outlook and maps $7B EBITDA goal

Smurfit WestRock shares jumped nearly 11% to $50.73 after the company raised its 2026 adjusted EBITDA forecast to $5.0–$5.3 billion and set a 2030 target of about $7 billion. The company also reported Q4 net sales of $7.58 billion and net income of $98 million, and announced the closure of a Quebec paper machine and extrusion facility, cutting about 90 jobs.
February 11, 2026
Aptiv stock price slips as BorgWarner jumps 22% — CPI and Versigent spin are the next tests
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Aptiv stock price slips as BorgWarner jumps 22% — CPI and Versigent spin are the next tests

Aptiv shares fell 0.5% to $84.70 in early afternoon trading Wednesday, trailing a 22% surge in rival BorgWarner after its quarterly results. The move came as a stronger U.S. jobs report shifted rate expectations and pressured cyclical stocks. Investors are watching Aptiv’s Feb. 18 Barclays conference appearance and its planned Versigent spin-off on April 1.
February 11, 2026
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