Investments 11 February 2026 - 13 February 2026

Pegasystems shares rose 0.7% to $40.89 early Friday after Barclays upgraded the stock to overweight but cut its target to $48. The move follows sharp swings this week after earnings and a $1 billion buyback expansion. Pegasystems forecast $2 billion in 2026 revenue and 15% ACV growth. Analyst targets remain mixed amid growth and legal concerns.

Beazley shares rose 0.65% to 1,245 pence after Caxton Associates disclosed a 3.48% stake via derivatives, as Zurich Insurance weighs a possible takeover offer worth up to 1,335 pence per share. Zurich faces a Feb. 16 deadline to make a firm bid or withdraw. Goldman Sachs, Polar Capital, and State Street reported recent trades and holdings in Beazley. The shares remain about 90 pence below Zurich’s proposed maximum.

Airbnb shares climbed about 5% after hours Thursday as the company projected first-quarter revenue above estimates, citing strong premium rental demand. The stock closed regular trading down 3% at $115.97. Airbnb expects flat adjusted EBITDA margins this year as it reinvests in growth. Fourth-quarter revenue rose 12% to $2.22 billion, with gross booking value up 16%.

DraftKings shares fell about 15% to $21.39 in after-hours trading Thursday after forecasting 2026 revenue of $6.5–$6.9 billion and adjusted EBITDA of $700–$900 million, below Wall Street estimates. The company said the outlook reflects increased spending on its new Predictions unit. Fourth-quarter revenue rose 43% to $1.989 billion. Volume topped 27.5 million shares, more than double the 50-day average.

DraftKings shares dropped 13% in after-hours trading Thursday after its 2026 revenue and profit outlook missed Wall Street estimates. The company reported fourth-quarter revenue up 43% to $1.99 billion and posted positive net income for 2025. Monthly unique payers were flat at 4.8 million. DraftKings cited increased investment in its Predictions product ahead of 2026 launches.

T-Mobile US shares jumped 4.3% to $218.60 Thursday after the company raised its 2027 revenue and cash flow targets and said it would double first-quarter buybacks to as much as $5 billion. The company reported 962,000 postpaid phone net adds in Q4, but churn rose to 1.02%. T-Mobile also plans a euro-denominated bond offering. Management will stop reporting postpaid phone adds, shifting focus to account growth and ARPA.

Solstice Advanced Materials shares rose 3.4% premarket after a 17.5% jump Wednesday, as the company forecast 2026 profit below Wall Street estimates but reported stronger sales and announced its first dividend. Fourth-quarter net sales rose 8% to $987 million, while adjusted EBITDA fell 20%. Solstice plans to boost UF6 output at its Illinois plant by 20% in 2026 and holds a $2 billion backlog.

Grab shares fell 1.9% to $4.23 in premarket trading after the company forecast 2026 revenue below analyst expectations and missed Q4 estimates. Grab reported its first full-year net profit for 2025 and approved a $500 million buyback. The firm also agreed to acquire U.S. investing app Stash in a deal valued at $425 million.

Ashtead Group shares rose 1.1% to 5,210 pence in early London trading after the company bought back 88,700 shares for treasury on Feb. 11. The buyback is part of a $1.5 billion program as Ashtead prepares for a U.S. primary listing. UK GDP grew 0.1% in Q4, missing forecasts, while construction output fell 2.1%.

BAE Systems shares slipped 0.1% to 1,923 pence by 0925 GMT, trailing a higher FTSE 100. The company disclosed new share buybacks for cancellation, purchasing over 222,000 shares across Feb. 10–11. A U.S. Navy bulletin listed a $23.7 million contract for a BAE unit. Full-year results are due Feb. 18.

Diageo shares rose 0.9% to 1,853.5 pence in early London trading after a filing showed chair Sir John Manzoni bought 365 shares at £17.99 each. Several executives also bought small amounts of shares through the company’s employee plan. Investors await Diageo’s fiscal first-half results on Feb. 25.

Prudential shares fell 0.7% to 1,153.5 pence by 0850 GMT in London after the insurer disclosed a buyback of 305,305 shares for cancellation. The company’s stock is down nearly 2% over five days. Prudential launched a $1.2 billion buyback in January, aiming to finish by December 2026. Full-year 2025 results are scheduled for March 18.

London Stock Exchange Group shares rose 1.7% to 7,508 pence by 08:20 GMT Thursday after headlines about Elliott’s activist stake. Investors await LSEG’s full-year results on Feb. 26, with attention on buybacks, costs, and AI risks. LSEG completed its latest share buyback on Feb. 10. The stock has dropped about 35% over the past year.

Classover shares jumped 23% in after-hours trading after the board approved a $2 million Class B stock buyback program. The company said repurchases are optional and may be paused or stopped at any time. Shares last traded at $0.186 with volume over 495 million. Repurchases will use existing or future cash, and bought-back shares may be held as treasury stock or cancelled.

Centrus Energy shares fell 21% after hours Wednesday, closing at $210.16, following new guidance and details on a major uranium enrichment expansion. The company signed an EPC agreement with Fluor for work at its Piketon, Ohio facility, with costs tied to scope and a $24 million early termination fee. Centrus forecast 2026 revenue of $425–$475 million and reported a $3.8 billion backlog. Fluor shares slipped 1.6%.

Sysco shares closed up 0.5% at $88.04 and held steady after hours as the company filed to market senior notes, with proceeds earmarked to repay about $1.3 billion in commercial paper. Investors await final debt pricing and Sysco’s CAGNY presentation on Feb. 17.