Investments 25 February 2026 - 27 February 2026

MercadoLibre shares rose 0.8% to $1,755.16 Friday afternoon, recovering slightly after a two-day, 9% post-earnings drop. Management cited margin pressure from investments in shipping and credit, with operating margin down 5–6 points. Net revenue and financial income climbed 45% to $8.8 billion in Q4, but net income fell 13% to $559 million. Wall Street analysts cut price targets but maintained buy ratings.

LandBridge shares slipped 0.35% to $74.18 in Friday premarket trading after a 13.7% surge on Thursday. The company raised its quarterly dividend to 12 cents a share and approved a $50 million buyback through 2027. Fourth-quarter revenue reached $56.8 million, with net income at $18.2 million. Barclays lifted its price target to $75; investor day is set for March 19.

Primo Brands shares fell 1.6% to $22.30 in premarket trading Friday after a 15.4% surge Thursday. The company reported Q4 net sales of $1.554 billion and a net loss of $25.3 million, with adjusted earnings of 26 cents a share. Management set 2026 organic net sales growth targets of 0% to 1% and adjusted free cash flow of $790 million to $810 million. Focus remains on direct-delivery service recovery and merger integration.

Nu Holdings shares rose 0.7% to $15.16 in premarket trading Friday after plunging 9.55% the previous session. The Nubank parent reported fourth-quarter net income of $894.8 million, up 50%, and revenue of $4.86 billion. Investors focused on rising costs and credit risks despite strong growth. First-quarter results are due May 14.

CoreWeave shares dropped 10.6% to $87.33 in premarket trading Friday after the company warned of higher 2026 spending and margin pressure. Fourth-quarter revenue rose to $1.57 billion, but net loss widened to $452 million as interest expense increased. The company forecast 2026 revenue of $12–13 billion and capital expenditures of $30–35 billion. Revenue backlog stood at $66.8 billion at year-end.

Diageo shares slipped 0.1% to 1,584.5p in early London trading after Citi cut its target price to 2,200p but kept a “buy” rating, citing tougher U.S. conditions. The stock remains under pressure after the company halved its interim dividend and lowered its sales outlook. Investors await details on CEO Dave Lewis’s turnaround plan and the April 16 ex-dividend date.

Shares in St. James’s Place Plc rose 0.5% to 1,385.5 pence in early London trading after the firm raised its shareholder return target to 70% of underlying cash result from 2026. The company reported 2025 net inflows of £6.2 billion and plans to start buybacks tied to 2025 results in March.

London Stock Exchange Group shares rose 0.5% to 8,544 pence by 0804 GMT Friday after activist investor Elliott backed its new £3 billion buyback plan. The stock had surged 9% on Thursday, its biggest one-day gain since March 2022. Elliott called the move a “positive first step” but urged further action. LSEG shares remain down about 30% over the past year.

AppLovin shares closed up 5.5% at $444.93 Thursday, then slipped about 2% in after-hours trading. Citi initiated coverage with a Buy rating and a $710 price target, while Piper Sandler maintained a Buy at $650. Options pricing showed traders bracing for more volatility, with 30-day implied volatility near 73.6. A recent insider filing showed shares withheld for taxes, not an open-market sale.

UWM Holdings shares slipped 0.2% to $4.15 premarket after an 8.8% drop Wednesday, following a weak first-quarter revenue forecast and a surge in refinance originations. An SEC filing showed CEO Mat Ishbia’s vehicle sold over 1.2 million shares this week. UWM reported Q4 revenue of $945.2 million and net income of $164.5 million, with a $0.10 dividend declared. Rocket Companies reports results Thursday.

ImmunityBio shares rose 4.2% to $9.94 in premarket trading Thursday after plunging 17.4% the previous day. SEC filings showed directors Barry J. Simon and Christobel Selecky sold shares last week under pre-arranged plans. Cambridge Equities LP disclosed a 25.5% stake. Investors await updates on Anktiva and upcoming medical meetings.

Clear Secure shares slipped 1.1% to $46.00 premarket Thursday, following a 39% surge after the company raised its dividend, declared a special payout, and expanded its buyback plan. Fourth-quarter revenue rose 16.7% to $240.8 million; net income reached $46.5 million. The company forecast at least $440 million in free cash flow for 2026. Total members climbed to 38 million.

Palantir shares fell 3.4% after hours to $134.19 following a series of insider stock sales and news of a defense partnership with GE Aerospace. CEO Alex Karp sold 493,025 shares on Feb. 20 to cover taxes after RSUs vested, with other executives also disclosing sales. The iShares tech-software ETF dropped 4.7% on the day. Palantir forecast Q1 revenue of $1.53–$1.54 billion and 2026 revenue near $7.2 billion.

XWELL Inc shares surged 124% to about $0.85 in premarket trading Wednesday after announcing a $31.3 million private placement with American Ventures, LLC. The deal involves Series H convertible preferred stock and warrants, priced “at the market.” XWELL closed Tuesday at $0.378, giving it a market value near $2.18 million. The company plans to use proceeds for debt repayment, redemptions, and working capital.

Haleon shares dropped 4% to 389.30 pence in early London trading after the company forecast slower 2026 organic revenue growth of 3–5%, below its medium-term target. The Sensodyne maker cited weak U.S. demand and a mild cold-and-flu season. 2025 revenue slipped 1.8% to £11.03 billion. Haleon plans a £500 million buyback and proposed a 7.1 pence dividend.

HSBC’s Hong Kong shares closed up 4% after the bank raised its profitability target and set 2026 guidance for interest income, costs, and credit charges. The bank said it will pause new share buybacks until its core capital ratio returns to the target range, following the Hang Seng Bank deal. Annual pretax profit fell 7% to $29.9 billion due to $4.9 billion in one-off charges, but beat consensus by about $1 billion.

Zip Co shares jumped 9.4% to A$1.75, reversing recent losses after Australian Retirement Trust disclosed a 5.145% stake. Trading volume reached 39.6 million shares. The company’s A$50 million buyback is set to begin in March. Investors await Zip’s next update on April 17.