Archer-Daniels-Midland Company engages in the procurement, transportation, storage, processing, and merchandising of agricultural commodities, ingredients, flavors, and solutions in the United States, Switzerland, the Cayman Islands, Brazil, Mexico, Canada, the United Kingdom, and internationally. It operates in three segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. The company originates, merchandises, stores, and transports agricultural raw materials, such as oilseeds and soft seeds. It also engages in the agricultural commodity and feed product import, export, and distribution; and various structured trade finance activities. In addition, the company offers soybean meal and oil; vegetable and salad oils and protein meals; ingredients for the food, feed, energy, and industrial customers; margarine, shortening, and other food products; and partially refined oils to produce biodiesel and glycols for use in chemicals, paints, and other industrial products. Further, it provides peanuts, peanut-derived ingredients, and cotton cellulose pulp; sweeteners, corn and wheat starches, syrup, glucose, wheat flour, and dextrose; alcohol, and other food and animal feed ingredients; ethyl alcohol and ethanol; corn gluten feed and meal; distillers' grains; corn germ; and citric acids. Additionally, the company provides proteins, natural flavors, flavor systems, natural colors, emulsifiers, soluble fiber, polyols, hydrocolloids, probiotics, prebiotics, postbiotics, enzymes, and botanical extracts; and other specialty food and feed ingredients; edible beans; formula feeds, and animal health and nutrition products; and contract and private label pet treats and food products. It also offers futures commission merchant; commodity brokerage services; cash margins and securities pledged to commodity exchange clearinghouse; and cash pledged as security under certain insurance arrangements. The company was founded in 1902 and is headquartered in Chicago, Illinois.

Компания Archer-Daniels-Midland Company демонстрирует смешанную фундаментальную картину. С одной стороны, мультипликатор P/E составляет 27.34, что на 31.4% выше медианы отрасли, указывая на потенциальную переоцененность. Однако, показатели прибыли на акцию (EPS) и прогноз EPS выше медианных значений на 52.6% и 88.6% соответственно, что является позитивным сигналом. С другой стороны, рентабельность (ROE, ROA) и маржи (gross и operating margin) значительно ниже медианы, что негативно сказывается на оценке компании. Долговая нагрузка на уровне 0.29 по отношению к капиталу является приемлемой, что также положительно влияет на оценку. Дивидендная доходность, хотя и снизилась, остается на уровне 0.76, что не вызывает особых опасений. Тем не менее, низкие значения gross и operating margin указывают на возможность снижения прибыли в будущем. Анализ показывает, что компания имеет сильные стороны в виде высоких доходов и прогнозов, но слабая рентабельность и высокие мультипликаторы требуют осторожности в оценке ее текущей стоимости.

Archer-Daniels-Midland Company

Archer Daniels Midland Company ADM is navigating a complex operating environment marked by softer commodity margins, evolving global trade flows and persistent macroeconomic uncertainty. Against this backdrop, the company is pursuing a balanced strategy that focuses on improving operational efficiency while continuing to invest in long-term growth opportunities. Management has emphasized that disciplined cost management and portfolio optimization will remain critical to protecting profitability, even as ADM directs capital toward innovation, higher-value products and sustainability-driven initiatives that can support future expansion.
A key part of this strategy is ADM’s ongoing cost-reduction and network-simplification initiatives. ADM delivered about $200–$300 million in cost savings in 2025 as part of its broader efficiency program, which targets $500–$750 million in cumulative savings over three to five years. These savings are being driven by actions such as portfolio streamlining, operational efficiencies and improvements in manufacturing productivity. Additionally, the Decatur East plant, which has resumed operations, is expected to enhance efficiency and support improved capacity utilization in the Specialty Ingredients business, further strengthening the company’s cost structure.
At the same time, ADM continues to invest in growth-oriented areas that align with long-term industry trends. The company is expanding its capabilities in health and wellness ingredients, alternative proteins and biosolutions, while also advancing innovation across its Nutrition segment. Demand for solutions such as natural colors, flavors and functional ingredients remains strong, providing opportunities for higher-margin product offerings. Through these investments, ADM aims to shift a greater portion of its portfolio toward value-added and specialty businesses that offer more stable earnings and better margin potential over time.
Looking ahead, ADM’s ability to balance cost discipline with strategic investments will be critical in navigating near-term market volatility while positioning the business for sustainable growth. Although segments like Ag Services & Oilseeds continue to face pressure from weaker crush margins and softer trade activity, the company’s efficiency initiatives and focus on higher-value products could help mitigate cyclical headwinds. If ADM successfully executes its cost savings targets while expanding innovation-driven businesses, it could strengthen its competitive position and support more resilient long-term profitability.
ADM’s Zacks Rank & Share Price Performance
Shares of this Zacks Rank #3 (Hold) company have gained 42.6% in the past three months, outperforming both the industry and the broader Consumer Staples sector, which rose 18.1% and 0.7%, respectively.
ADM Stock's Three-Month Performance
Image Source: Zacks Investment Research
Is ADM a Value Play Stock?
From a valuation standpoint, ADM trades at a forward price-to-earnings ratio of 17.10X, higher than the industry’s average of 15.64X.
ADM P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to Consider
Mama's Creations, Inc. MAMA manufactures and markets fresh deli-prepared foods in the United States. At present, it sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for MAMA’s current fiscal-year sales and earnings implies growth of 39.9% and 44.4%, respectively, from the year-ago figures. Mama's Creations delivered a trailing four-quarter earnings surprise of 133.3%, on average.
The Hershey Company HSY engages in the manufacture and sale of confectionery products and pantry items in the United States and internationally. It carries a Zacks Rank #2 (Buy) at present. HSY delivered a trailing four-quarter earnings surprise of 17.2%, on average.
The Zacks Consensus Estimate for Hershey’s current financial-year sales and earnings indicates growth of 4.8% and 29.3%, respectively, from the prior-year reported levels.
US Foods Holding Corp. USFD engages in the marketing, sale and distribution of fresh, frozen and dry food and non-food products to foodservice customers in the United States. It currently carries a Zacks Rank of 2. USFD delivered a trailing four-quarter earnings surprise of 2.2%, on average.
The Zacks Consensus Estimate for US Foods Holding’s current fiscal-year sales and earnings implies growth of 5.4% and 20.9%, respectively, from the year-ago figures.
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Archer Daniels Balances Cost Cuts and Growth Investments: What's Next?

It has been about a month since the last earnings report for FMC (FMC). Shares have added about 4.5% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is FMC due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
FMC's Q4 Earnings and Revenues Miss Estimates on Lower Prices
FMC reported a loss of $13.74 per share for the fourth quarter of 2025. This was wider compared to the loss of 13 cents in the year-ago quarter.
Barring one-time items, adjusted earnings per share (EPS) were $1.20, down from $1.79 reported a year ago. It missed the Zacks Consensus Estimate of $1.21.
Revenues were roughly $1.08 billion in the quarter, down around 11.5% from the year-ago quarter’s levels. It also lagged the Zacks Consensus Estimate of $1.15 billion.
Fourth-quarter revenues decreased primarily due to a steep price decline, mainly in Rynaxypyr. The competition was also intense for core products, especially in Latin America, leading to stunted volumes.
Regional Sales Performance
In North America, sales increased 3% year over year to $350.5 million in the quarter. Sales in North America increased as a result of higher volumes driven by herbicides and fungicides, and strong growth of fluindapyr. Sales topped the consensus estimate of $346.7 million.
Latin American sales saw a 5% year-over-year decrease to $371.1 million in the reported quarter. Sales in Latin America suffered from increased pressure from generics, leading to lower volumes and price declines of branded products. It missed the consensus estimate of $416.3 million.
In Asia, excluding India, revenues declined 41.1% from the previous year to $180.7 million. Sales declined due to lower volumes driven by weather and the price declines of the branded products. It missed the consensus estimate of $186.3 million.
EMEA experienced a 2% year-over-year sales decrease to $183.8 million in the reported quarter. The downside was primarily due to lower volumes from adverse weather and weak grower economics. It lagged the consensus estimate of $196.9 million.
Financials
The company had cash and cash equivalents of $584.5 million at the end of the quarter. Long-term debt was around $2.77 billion.
Guidance
FMC expects first-quarter revenues to range between $725 million and $775 million, implying a 5% decline at the midpoint compared to 2025. Adjusted EBITDA is forecasted between $45 million and $55 million, indicating a 58% decline at the midpoint. Adjusted loss per share is projected to be 32 cents to 44 cents, indicating a 56-cent year-over-year decrease at the midpoint.
Additionally, full-year revenues are expected to range between $3.6 billion and $3.80 billion, implying a 5% decline at the midpoint compared to the previous year. Adjusted EBITDA is expected to be $670-$730 million, indicating a decline of 17% at the midpoint compared to the prior year. Adjusted EPS is expected to be between $1.63 and $1.89, calling for a year-on-year decrease of 41% at the midpoint.
FMC also announced its strategic priorities for 2026 and its board’s authorization to explore strategic options, including, but not limited to, the sale of the company.
How Have Estimates Been Moving Since Then?
In the past month, investors have witnessed a downward trend in estimates revision.
The consensus estimate has shifted -419.61% due to these changes.
VGM Scores
Currently, FMC has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of A on the value side, putting it in the top 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise FMC has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months.
Performance of an Industry Player
FMC is part of the Zacks Agriculture - Operations industry. Over the past month, Archer Daniels Midland (ADM), a stock from the same industry, has gained 1.7%. The company reported its results for the quarter ended December 2025 more than a month ago.
ADM reported revenues of $18.56 billion in the last reported quarter, representing a year-over-year change of -13.7%. EPS of $0.87 for the same period compares with $1.14 a year ago.
For the current quarter, ADM is expected to post earnings of $0.71 per share, indicating a change of +1.4% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.8% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for ADM. Also, the stock has a VGM Score of B.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Is FMC (FMC) Up 4.5% Since Last Earnings Report?

Investors in Archer Daniels Midland Co. (Symbol: ADM) saw new options begin trading today, for the March 2027 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly trading contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the ADM options chain for the new March 2027 contracts and identified one put and one call contract of particular interest.
The put contract at the $65.00 strike price has a current bid of $5.70. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $65.00, but will also collect the premium, putting the cost basis of the shares at $59.30 (before broker commissions). To an investor already interested in purchasing shares of ADM, that could represent an attractive alternative to paying $66.15/share today.
Because the $65.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 62%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 8.77% return on the cash commitment, or 8.27% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Archer Daniels Midland Co., and highlighting in green where the $65.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $72.50 strike price has a current bid of $5.80. If an investor was to purchase shares of ADM stock at the current price level of $66.15/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $72.50. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 18.37% if the stock gets called away at the March 2027 expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if ADM shares really soar, which is why looking at the trailing twelve month trading history for Archer Daniels Midland Co., as well as studying the business fundamentals becomes important. Below is a chart showing ADM's trailing twelve month trading history, with the $72.50 strike highlighted in red:
Considering the fact that the $72.50 strike represents an approximate 10% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 51%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 8.77% boost of extra return to the investor, or 8.27% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 29%, while the implied volatility in the call contract example is 30%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 251 trading day closing values as well as today's price of $66.15) to be 29%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Interesting ADM Put And Call Options For March 2027

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Dauch Corp (Symbol: DCH), where a total volume of 84,154 contracts has been traded thus far today, a contract volume which is representative of approximately 8.4 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 88% of DCH's average daily trading volume over the past month, of 9.6 million shares. Especially high volume was seen for the $10 strike call option expiring July 17, 2026, with 28,630 contracts trading so far today, representing approximately 2.9 million underlying shares of DCH. Below is a chart showing DCH's trailing twelve month trading history, with the $10 strike highlighted in orange:
Pinterest Inc (Symbol: PINS) options are showing a volume of 142,463 contracts thus far today. That number of contracts represents approximately 14.2 million underlying shares, working out to a sizeable 83.5% of PINS's average daily trading volume over the past month, of 17.1 million shares. Especially high volume was seen for the $13 strike put option expiring February 20, 2026, with 16,327 contracts trading so far today, representing approximately 1.6 million underlying shares of PINS. Below is a chart showing PINS's trailing twelve month trading history, with the $13 strike highlighted in orange:
And Archer Daniels Midland Co. (Symbol: ADM) saw options trading volume of 34,299 contracts, representing approximately 3.4 million underlying shares or approximately 81.2% of ADM's average daily trading volume over the past month, of 4.2 million shares. Particularly high volume was seen for the $65 strike call option expiring February 20, 2026, with 9,308 contracts trading so far today, representing approximately 930,800 underlying shares of ADM. Below is a chart showing ADM's trailing twelve month trading history, with the $65 strike highlighted in orange:
For the various different available expirations for DCH options, PINS options, or ADM options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: DCH, PINS, ADM

Looking at the universe of stocks we cover at Dividend Channel, on 2/17/26, Oshkosh Corp (Symbol: OSK), Archer Daniels Midland Co. (Symbol: ADM), and Spectrum Brands Holdings Inc (Symbol: SPB) will all trade ex-dividend for their respective upcoming dividends. Oshkosh Corp will pay its quarterly dividend of $0.57 on 3/3/26, Archer Daniels Midland Co. will pay its quarterly dividend of $0.52 on 3/10/26, and Spectrum Brands Holdings Inc will pay its quarterly dividend of $0.47 on 3/10/26. As a percentage of OSK's recent stock price of $167.08, this dividend works out to approximately 0.34%, so look for shares of Oshkosh Corp to trade 0.34% lower — all else being equal — when OSK shares open for trading on 2/17/26. Similarly, investors should look for ADM to open 0.75% lower in price and for SPB to open 0.62% lower, all else being equal.
Below are dividend history charts for OSK, ADM, and SPB, showing historical dividends prior to the most recent ones declared.
Oshkosh Corp (Symbol: OSK):
Archer Daniels Midland Co. (Symbol: ADM):
Spectrum Brands Holdings Inc (Symbol: SPB):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.36% for Oshkosh Corp, 2.99% for Archer Daniels Midland Co., and 2.48% for Spectrum Brands Holdings Inc.
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In Friday trading, Oshkosh Corp shares are currently down about 4.3%, Archer Daniels Midland Co. shares are up about 0.3%, and Spectrum Brands Holdings Inc shares are up about 0.4% on the day.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Oshkosh, Archer Daniels Midland and Spectrum Brands Holdings

The directors of a company tend to have a unique inside view into the business, so when directors make major buys, investors are wise to take notice. Presumably the only reason a director of a company would choose to take their hard-earned cash and use it to buy stock in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So in this series we look at the largest insider buys by company directors over the trailing six month period, one of which was a total of $486.7K by David R. McAtee II, Director at Archer Daniels Midland Co. (Symbol: ADM).
Purchased
Insider
Title
Shares
Price/Share
Value
02/05/2026
David R. McAtee II
Director
7,500
$64.90
$486,720.00
McAtee II's average cost works out to $64.90/share. Shares of Archer Daniels Midland Co. were changing hands at $68.32 at last check, trading up about 1.2% on Tuesday. The chart below shows the one year performance of ADM shares, versus its 200 day moving average:
Looking at the chart above, ADM's low point in its 52 week range is $40.98 per share, with $69.75 as the 52 week high point — that compares with a last trade of $68.32.
The current annualized dividend paid by Archer Daniels Midland Co. is $2.08/share, currently paid in quarterly installments, and its most recent dividend has an upcoming ex-date of 02/17/2026. Below is a long-term dividend history chart for ADM, which can be of good help in judging whether the most recent dividend with approx. 3.1% annualized yield is likely to continue.
Click here to find out which other top insider buys by company directors you need to know about »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Buys by Directors: McAtee II's $486.7K Bet on ADM

Archer-Daniels-Midland Company’s ADM Nutrition segment has long been positioned as a key growth pillar, offering diversification beyond the company’s more cyclical agricultural operations. However, shifting demand patterns and near-term pressures are testing whether Nutrition can continue to deliver consistent growth.
The segment, which includes flavors, specialty ingredients, proteins and health-focused solutions, has benefited from long-term trends such as clean-label products, plant-based diets and functional nutrition. These drivers support steady demand from food, beverage and health customers seeking value-added ingredients rather than commodity inputs. In the past few years, Nutrition has helped smooth earnings volatility and lift margin profiles compared with ADM’s traditional Ag Services and Oilseeds businesses. Recent demand softness has weighed on results. Customers have become more cautious amid inflationary pressures, leading to inventory rationalization and delayed purchasing decisions. In fourth-quarter 2025, Nutrition segment revenues were flat at $1.8 billion. Human Nutrition posted 5% growth, while Animal Nutrition declined 4% due to portfolio exits, leading to an 11% decrease in segment operating profit.
Despite these headwinds, Nutrition remains strategically important. ADM has strengthened its core operations through portfolio optimization, disciplined capital allocation, and tighter cost controls. ADM continues to invest in innovation, capacity expansion and product development aimed at higher-margin applications, including flavors, probiotics and specialty proteins. Management has also emphasized disciplined cost control and portfolio optimization to protect profitability during periods of uneven demand. Supported by these initiatives, the Animal Nutrition segment delivered 66% operating profit growth in 2025.
ADM reiterated that its Nutrition segment is expected to sustain a path of stronger organic growth supported by disciplined execution, highlighting management’s confidence in the company’s long-term outlook. The company believes there are significant opportunities ahead, with 2026 and beyond positioned for continued progress, reinforcing Nutrition as a key driver of future growth.
Looking ahead, ADM expects continued momentum in the Nutrition segment, driven by expansion in Flavors, recovery in Specialty Ingredients, and rising Health and Wellness demand. Growth in these areas is expected to benefit from increasing biotech-related consumption and broader customer adoption across end markets. In Animal Nutrition, margin expansion is expected to support operating profit growth as the portfolio shifts toward higher-margin products and the benefits of optimization initiatives begin to materialize.
The Zacks Rundown for ADM
In the past six-month period, ADM’s shares have gained 13.8% compared with the industry’s growth of 0.2%. ADM presently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
From a valuation standpoint, ADM trades at a forward price-to-earnings ratio of 16.53X, higher than the industry’s average of 14.34X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ADM’s current and next year earnings implies a year-over-year rise of 15.2% and 13.6%, respectively.
Image Source: Zacks Investment Research
Better-Ranked Stocks to Consider
The Simply Good Foods Company SMPL, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. SMPL currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Simply Good Foods' current fiscal-year sales implies a decline of 0.3%, and the same for current fiscal-year earnings implies growth of 1.6% from the year-ago reported figures. SMPL delivered a trailing four-quarter earnings surprise of 5.53%, on average.
Kimberly-Clark Corporation KMB manufactures and markets personal care products in the United States. KMB currently carries a Zacks Rank #2 (Buy).
.The Zacks Consensus Estimate for Kimberly-Clark's current fiscal-year sales and earnings implies a decline of 2.1% and 6.2%, respectively, from the year-ago actuals. KMB delivered a trailing four-quarter earnings surprise of 18.9%, on average.
Medifast, Inc. MED operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions to address obesity and support a healthy life in the United States. MED currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Medifast's current fiscal-year sales and earnings implies a decline of 36.7% and 156.5%, respectively, from the year-ago actuals. MED delivered a trailing four-quarter negative earnings surprise of 640%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Nutrition Still a Growth Engine for ADM Amid Demand Shifts?

The S&P 500 Index ($SPX) (SPY) on Tuesday closed down -0.84%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.55%. March E-mini S&P futures (ESH26) fell -0.84%, and March E-mini Nasdaq futures (NQH26) fell -1.54%.
Stock indexes gave up an early advance on Tuesday and sold off sharply, with the Dow Jones Industrials falling from a new record high and the S&P 500 and Nasdaq 100 dropping to 1.5-week lows. Data service and software stocks retreated on Tuesday, dragging the broader market lower, following the release of an automation tool for lawyers by artificial-intelligence firm Anthropic. Also, chip makers and AI-infrastructure stocks gave up an early rally and fell sharply as investors rotated out of tech stocks into more economically sensitive industries.
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Stocks initially moved higher on Tuesday after robust earnings from Palantir Technologies and Teradyne sparked a rally in technology stocks. Palantir Technologies closed up more than +5% after forecasting 2026 revenue that significantly exceeded expectations. Also, Teradyne closed up by more than +11% after forecasting Q1 revenue well above consensus.
Mining stocks rallied on Tuesday after the price of gold jumped more than +6% and silver prices soared more than +8%. Precious metals are rebounding after the sharp selloff seen over the past two sessions.
Cryptocurrency-exposed stocks tumbled on Tuesday after Bitcoin (^BTCUSD) fell more than 3% to a 1.25-year low, as the rout in equity markets sparked risk-off sentiment across other asset markets.
Richmond Fed President Tom Barkin said today that the US economic outlook is improving as uncertainty fades, but risks remain, with hiring concentrated in a few sectors and inflation still running above the Fed's goal.
The partial US government shutdown, now in its fourth day on Tuesday, has dampened investor sentiment as markets await the House's approval of a funding deal President Trump worked out with Democrats. The funding lapse may be short-lived, however, with the House possibly voting on the spending bill later Tuesday. The partial shutdown has already prompted the Bureau of Labor Statistics to delay the release of today’s Dec JOLTS job opening report and Friday’s Jan nonfarm payrolls report.
The markets this week will focus on earnings, economic news, and the passage of a spending bill to end the partial government shutdown. On Wednesday, the Jan ADP employment change is expected to increase by +45,000. Also, the Jan ISM services index is expected to fall by -0.3 to 53.5. On Thursday, initial weekly unemployment claims are expected to increase by 3,000 to 212,000. On Friday, the University of Michigan Jan consumer sentiment index is expected to fall -1.5 to 54.9.
Q4 earnings season is in full swing, with 150 of the S&P 500 companies scheduled to report earnings this week. Earnings have been a positive factor for stocks, with 80% of the 195 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth. Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.
The markets are discounting a 9% chance for a -25 bp rate cut at the next policy meeting on March 17-18.
Overseas stock markets settled mixed on Tuesday. The Euro Stoxx 50 fell from a new all-time high and closed down by -0.20%. China’s Shanghai Composite rebounded from a 4-week low and closed up +1.29%. Japan’s Nikkei Stock 225 climbed to a new record high and closed up sharply by +3.92%.
Interest Rates
March 10-year T-notes (ZNH6) today closed unchanged. The 10-year T-note yield fell -0.7 bp to 4.270%. Mar T-notes recovered from a 1.5-week low on Tuesday, and the 10-year T-note yield fell from a 1.5-week high of 4.298%. T-notes recovered from early losses today on an increase in safe-haven demand after US-Iranian tensions ramped up when the US Navy shot down an Iranian drone that was approaching a US aircraft carrier in the Arabian Sea. Also, Tuesday’s selloff in stocks boosted safe-haven demand for T-notes.
T-notes initially moved lower on Tuesday on negative carryover from Monday, after the Jan ISM manufacturing index expanded by the most in more than 3.25 years, and after Atlanta Fed President Raphael Bostic said he doesn't project any rate cuts for 2026, dampening expectations of further Fed rate cuts. Also, comments on Tuesday from Richmond Fed President Tom Barkin weighed on T-notes, as he said the US economic outlook is improving and inflation is still running above the Fed's goal.
T-notes also have some negative carryover from last Friday when President Trump nominated Keven Warsh as the next Fed Chair. Mr. Warsh is seen as more hawkish than other Fed Chair candidates and often emphasized inflation risks during his tenure as a Fed Governor from 2006-2011.
European government bond yields moved higher on Tuesday. The 10-year German bund yield rose to a 1-week high of 2.903% and finished up +2.3 bp to 2.891%. The 10-year UK gilt yield rose +1.1 bp to 4.517%.
The French Jan CPI (EU harmonized) fell -0.4% m/m and rose +0.4% y/y, weaker than expectations of -0.2% m/m and +0.6% y/y.
Swaps are discounting a 2% chance of a +25 bp rate hike by the ECB at Thursday’s policy meeting.
US Stock Movers
Data service and software stocks retreated on Tuesday following the release of an automation tool for lawyers by artificial intelligence firm Anthropic. Thomson Reuters Corp (TRI) closed down by more than -15%, and EPAM Systems (EPAM) closed down more than -13%. Also, Intuit (INTU) and FactSet Research Systems (FDS) closed down by more than -10%, and ServiceNow (NOW) and Adobe (ADBE) closed down by more than -7%. In addition, Salesforce (CRM) closed down by more than -6% to lead losers in the Dow Jones Industrials.
NXP Semiconductors NV (NXPI) closed down more than -5% to lead chip stocks lower after reporting Q4 automotive revenue of $1.88 billion, below the consensus of $1.89 billion. Also, KLA Corp (KLAC) and Micron Technology (MU) closed down more than -4%, and Marvell Technology (MRVL), ASML Holding NV (ASML), Broadcom (AVGO), Applied Materials (AMAT), and Lam Research (LRCX) closed down more than -3%.
Gartner (IT) closed down more than -21% to lead IT stocks lower and losers in the S&P 500 after reporting Q4 consulting segment revenue of $133.6 million, weaker than the consensus of $157.9 million. Also, International Business Machines (IBM) closed down by more than -6%.
Travel booking companies sold off on Tuesday after Bloomberg Intelligence said Google’s AI Travel planner poses a risk to booking platforms. As a result, Expedia Group (EXPE) closed down more than -15%, Booking Holdings (BKNG) closed down more than -9%, and TripAdvisor (TRIP) closed down more than -5%.
Gold and silver mining stocks moved higher on Tuesday after gold rose more than +6% and silver rose more than +8%. Hecla Mining (HL) closed up more than +8%, and Freeport McMoRan (FCX) closed up more than +6%. Also, Coeur Mining (CDE) closed up more than +4%, Newmont Corp (NEM) closed up more than 3%, and Barrick Mining (B) closed up more than +2%.
PayPal Holdings (PYPL) closed down more than -20% to lead losers in the Nasdaq 100 after reporting Q4 net revenue of $8.68 billion, weaker than the consensus of $8.79 billion and announcing that CEO Chriss will be replaced by HP Inc CEO Lores.
Fabrinet (FN) closed down more than -10% after the company’s results showed component constraints pressuring the datacom business, with Q2 datacom revenue down -7% y/y at $278 million.
TransDigm Group (TDG) closed down more than -9% after forecasting full-year EBITDA of $5.14 billion to $5.28 billion, with the midpoint below the consensus of $5.24 billion.
Pfizer (PFE) closed down more than -3% after forecasting full-year revenue of $59.5 billion to $62.5 billion, the midpoint below the consensus of $61.02 billion.
Archer-Daniels-Midland (ADM) closed down more than -1% after reporting Q4 revenue of $18.56 billion, well below the consensus of $21.05 billion.
DaVita (DVA) closed up more than +21% to lead gainers in the S&P 500 after reporting Q4 total revenue of $3.62 billion, above the consensus of $3.51 billion.
Woodward Inc (WWD) closed up more than +13% after reporting Q1 adjusted EPS of $2.17, stronger than the consensus of $1.65.
Teradyne Inc (TER) closed up more than +13% after reporting Q4 net revenue of $1.08 billion, stronger than the consensus of $964.2 million, and forecasting Q1 revenue of $1,15 billion to $1.25 billion, well above the consensus of $929.8 million.
AES Corp (AES) closed up more than +8% after Bloomberg reported that BlackRock Inc.’s Global Infrastructure Partners has teamed up with EQT AB in a bid to acquire the company.
Western Digital (WDC) closed up more than +7% to lead gainers in the Nasdaq 100 after its board authorized an additional $4 billion of share repurchases.
Palantir Technologies (PLTR) closed up more than +6% after reporting Q4 revenue of $1.41 billion, better than the consensus of $1.33 billion, and forecasting 2026 revenue of $7.18 billion to $7.20 billion, well above the consensus of $6.27 billion.
FedEx (FDX) closed up more than +5% after Bernstein upgraded the stock to outperform from market perform with a price target of $427.
Merck & Co (MRK) closed up more than +2% after reporting Q4 sales of $16.40 billion, better than the consensus of $16.17 billion.
Earnings Reports(2/4/2026)
AbbVie Inc (ABBV), Aflac Inc (AFL), Align Technology Inc (ALGN), Allstate Corp/The (ALL), Alphabet Inc (GOOGL), ARM Holdings PLC (ARM), AvalonBay Communities Inc (AVB), Avery Dennison Corp (AVY), Bio-Techne Corp (TECH), Boston Scientific Corp (BSX), Bunge Global SA (BG), CDW Corp/DE (CDW), Cencora Inc (COR), CME Group Inc (CME), Cognizant Technology Solutions (CTSH), Corpay Inc (CPAY), Crown Castle Inc (CCI), Cummins Inc (CMI), Eli Lilly & Co (LLY), Equifax Inc (EFX), Essex Property Trust Inc (ESS), Everest Group Ltd (EG), Fortive Corp (FTV), Fox Corp (FOXA), GE HealthCare Technologies Inc (GEHC), Globe Life Inc (GL), IDEX Corp (IEX), Johnson Controls International (JCI), McKesson Corp (MCK), MetLife Inc (MET), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), Omnicom Group Inc (OMC), O'Reilly Automotive Inc (ORLY), Phillips 66 (PSX), PTC Inc (PTC), QUALCOMM Inc (QCOM), Stanley Black & Decker Inc (SWK), STERIS PLC (STE), T Rowe Price Group Inc (TROW), Uber Technologies Inc (UBER), Yum! Brands Inc (YUM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Tumble on AI Disruption Fears

Archer Daniels Midland Company ADM posted fourth-quarter 2025 results, wherein the top line fell short of the Zacks Consensus Estimate and declined year over year. Meanwhile, earnings surpassed the Zacks Consensus Estimate but declined from the same period last year.
Insight Into ADM’s Q4 Performance
Adjusted earnings of 87 cents per share surpassed the Zacks Consensus Estimate of 83 cents. However, the figure decreased from adjusted earnings of $1.14 per share in the year-ago quarter. On a reported basis, Archer Daniels’ third-quarter earnings were 94 cents per share, down from $1.17 reported in the year-ago quarter.
Archer Daniels Midland Company Price, Consensus and EPS Surprise
Revenues declined 13.7% year over year to $18.6 billion and lagged the consensus estimate of $22.3 billion.
Segment-wise, revenues for Ag Services & Oilseeds fell 16.9% year over year to $14 billion, while Carbohydrate Solutions’ revenues decreased 3.9% year over year to $2.6 billion. Nutrition’s revenues rose 0.7% year over year to $1.8 billion. The Zacks Consensus Estimate for these segments’ revenues was pegged at $17.7 billion, $2.6 billion and $1.9 billion, respectively. Revenues from Other Business are almost flat at $117 million compared with the figure in the prior-year period.
The gross profit decreased 10.7% year over year to $1.2 billion, while the gross margin stood at 6.5%. Selling, general and administrative expenses declined to $893 million from $943 million in the year-ago quarter.
Archer Daniels reported adjusted segmental operating profit of $821 million, down 22% from the year-ago quarter.
The company has a trailing four-quarter return on invested capital of 6.3% on an adjusted basis.
ADM’s Segmental Operating Profit
Adjusted operating profit for Ag Services & Oilseeds dropped 31% year over year to $444 million. The Ag Services subsegment’s operating profit declined 31% year over year, primarily reflecting lower soybean export activity from North America and unfavorable mark-to-market impacts. This quarter included $1 million in net negative mark-to-market impacts, versus $50 million in net positive impacts in the prior-year period.
The Crushing subsegment’s operating profit plunged 69% year over year as weaker crush margins in both North and South America more than offset higher global crush volumes. Results were further pressured by approximately $20 million in net negative mark-to-market impacts during the quarter, compared with a neutral impact in the prior-year period.
Refined Products and Other operating profit were down 2% from the prior year due to lower refining margins. Margins were pressured by weaker food demand and softer fuel demand amid delayed clarity on U.S. biofuel policy. The quarter included approximately $22 million in net positive mark-to-market impacts, compared with roughly $50 million in net negative impacts in the prior-year period, which partially offset the margin pressure. Equity earnings from ADM’s investment in Wilmar were about 49% higher year over year.
The Carbohydrate Solutions segment posted an operating profit of $299 million in the fourth quarter of 2025, reflecting a 6% decline from the year-ago period. Operating profit in the Starches & Sweeteners subsegment also fell 16% due to lower global S&S demand, which pressured both volumes and margins. The subsegment also continued to face higher corn costs in EMEA stemming from corn quality issues, further weighing on profitability.
Results were further impacted by a tougher comparison, as the prior-year quarter reflected $37 million in insurance proceeds from the Decatur East and West claims, compared with only $4 million related to the Decatur West claim in the fourth quarter of 2025.
Vantage Corn Processors’ subsegment operating profit surged 187% year over year, supported by firm ethanol industry margins during October and November, followed by a typical seasonal decline in December. Strong export demand reduced industry inventories on a year-over-year basis, partially offsetting domestic seasonal softness.
The Nutrition segment reported an operating profit of $78 million in the fourth quarter of 2025, marking an 11% decrease from the same period last year. Operating profit in the Human Nutrition subsegment fell 10% year over year, largely reflecting the absence of insurance proceeds. Within this segment, Flavors’ operating profit increased, driven primarily by strong sales in North America, with additional support from Europe and Asia Pacific. Specialty Ingredients continued its recovery over the course of the quarter, while Health & Wellness posted lower operating profit, mainly due to strategic actions aimed at normalizing inventory levels and optimizing cash flow.
Meanwhile, the Animal Nutrition subsegment’s operating profit decreased 15% year over year, primarily due to localized volume softness and the impact of one-time items.
Archer Daniels’ Other Financials
The company ended the quarter with cash and cash equivalents of $1.02 billion, long-term debt, including current maturities, of $7.6 billion, and shareholders’ equity of $34.7 billion. As of Dec. 31, 2025, ADM generated $5.45 billion in cash from operating activities. It paid out dividends of $987 million during 2025.
Given a balanced approach to capital allocation, management has announced a 2% hike in the quarterly dividend. The company’s board has declared a cash dividend of 52 cents per share, up from 51 cents per share. This is payable March 10, 2026, to its shareholders of record as of Feb. 17. This is the company’s 94th straight year of uninterrupted dividends.
ADM’s 2026 Outlook
For 2026, ADM expects adjusted EPS of approximately $3.60-$4.25. The lower end of the range reflects continued deferral of U.S. biofuel policy clarity and largely flat crush margins, while the upper end assumes sustained crush margin expansion, progress on manufacturing efficiency initiatives and strengthening customer demand.
From a segment perspective, the outlook for 2026 assumes year-over-year operating profit growth in Ag Services & Oilseeds, supported by improving global trade flows and a range of potential crush margin outcomes. Carbohydrate Solutions’ operating profit is expected to remain flat, as reduced starches and sweeteners volumes and pricing are offset by higher ethanol margins. Nutrition is anticipated to continue delivering stronger organic growth and improved execution.
Capital expenditures for 2026 are projected to be in the range of $1.3-$1.5 billion, reflecting continued investment in strategic priorities and operational efficiencies.
We note that shares of this Zacks Rank #3 (Hold) company have gained 13.2% in the past three months compared with the industry’s 14.8% growth.
ADM Stock's Price Performance
Image Source: Zacks Investment Research
Here’s How Better-Ranked Stocks Fared
Mama's Creations, Inc. MAMA manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA sports a Zacks Rank of 1 (Strong Buy). Mama's Creations delivered a trailing four-quarter earnings surprise of 133.3%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 39.9% and 44.4%, respectively, from the year-ago figures.
The Hershey Company HSY engages in the manufacture and sale of confectionery products and pantry items in the United States and internationally. It holds a Zacks Rank #2 (Buy) at present. HSY delivered a trailing four-quarter earnings surprise of 15%, on average.
The Zacks Consensus Estimate for Hershey’s current fiscal-year sales implies growth of 3.6% from the year-ago figures.
J&J Snack Foods Corp. JJSF manufactures, markets and distributes nutritional snack food and beverages. It carries a Zacks Rank #2 at present. JJSF delivered an earnings surprise for two consecutive quarters.
The Zacks Consensus Estimate for J&J Snack Foods’ current fiscal-year sales and earnings indicates growth of 1.7% and 4.5%, respectively, from the year-ago figures.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Archer Daniels Q4 Earnings Beat Estimates, Lower Segment Sales Hurt

The S&P 500 Index ($SPX) (SPY) today is down -0.35%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.94%. March E-mini S&P futures (ESH26) are down -0.38%, and March E-mini Nasdaq futures (NQH26) are down -0.95%.
Stock indexes are mixed today, with the Dow Jones Industrials posting a new record high and the Nasdaq 100 falling to a 1.5-week low. Data service and software stocks are retreating today, dragging the broader market lower, following the release of an automation tool for lawyers by artificial-intelligence firm Anthropic. Also, chip makers and AI-infrastructure stocks gave up an early rally and turned lower as investors rotated out of tech stocks into more economically sensitive industries.
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Stocks initially moved higher today after robust earnings from Palantir Technologies and Teradyne sparked a rally in technology stocks. Palantir Technologies is up more than +5% after forecasting 2026 revenue that significantly exceeded expectations. Also, Teradyne is up by more than +13% after forecasting Q1 revenue well above consensus.
Mining stocks are also climbing today, with the price of gold up more than +6% and silver prices soaring more than +13%. Precious metals are rebounding after the sharp selloff seen over the past two sessions.
Higher bond yields today are also undercutting stocks after strong US manufacturing data on Monday, and hawkish Fed comments have curbed expectations for additional rate cuts. The 10-year T-note yield climbed to a 1.5-week high today at 4.30%.
Richmond Fed President Tom Barkin said today that the US economic outlook is improving as uncertainty fades, but risks remain, with hiring concentrated in a few sectors and inflation still running above the Fed's goal.
The partial US government shutdown, now in its fourth day on Tuesday, has dampened investor sentiment as markets await the House's approval of a funding deal President Trump worked out with Democrats. The funding lapse may be short-lived, however, with the House possibly voting on the spending bill later today. The partial shutdown has already prompted the Bureau of Labor Statistics to delay the release of today’s Dec JOLTS job opening report and Friday’s Jan nonfarm payrolls report.
The markets this week will focus on earnings, economic news, and the passage of a spending bill to end the partial government shutdown. On Wednesday, the Jan ADP employment change is expected to increase by +45,000. Also, the Jan ISM services index is expected to fall by -0.3 to 53.5. On Thursday, initial weekly unemployment claims are expected to increase by 3,000 to 212,000. On Friday, the University of Michigan Jan consumer sentiment index is expected to fall -1.5 to 54.9.
Q4 earnings season is in full swing, with 150 of the S&P 500 companies scheduled to report earnings this week. Earnings have been a positive factor for stocks, with 78% of the 167 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth. Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.
The markets are discounting a 9% chance for a -25 bp rate cut at the next policy meeting on March 17-18.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell from a new all-time high and is down by -0.45%. China’s Shanghai Composite rebounded from a 4-week low and closed up +1.29%. Japan’s Nikkei Stock 225 climbed to a new record high and closed up sharply by +3.92%.
Interest Rates
March 10-year T-notes (ZNH6) today are down by -2 ticks. The 10-year T-note yield is up +0.8 bp to 4.286%. Mar T-notes fell to a 1.5-week low today, and the 10-year T-note yield rose to a 1.5-week high of 4.298%. T-notes are under pressure today on negative carryover from Monday, after the Jan ISM manufacturing index expanded by the most in more than 3.25 years, and after Atlanta Fed President Raphael Bostic said he doesn't project any rate cuts for 2026, dampening expectations of further Fed rate cuts.
T-notes also have some negative carryover from last Friday when President Trump nominated Keven Warsh as the next Fed Chair. Mr. Warsh is seen as more hawkish than other Fed Chair candidates and often emphasized inflation risks during his tenure as a Fed Governor from 2006-2011.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 1-week high of 2.903% and is up +2.4 bp to 2.892%. The 10-year UK gilt yield is up +1.0 bp to 4.516%.
The French Jan CPI (EU harmonized) fell -0.4% m/m and rose +0.4% y/y, weaker than expectations of -0.2% m/m and +0.6% y/y.
Swaps are discounting a 1% chance of a +25 bp rate hike by the ECB at Thursday’s policy meeting.
US Stock Movers
Data service and software stocks are retreating today following the release of an automation tool for lawyers by artificial intelligence firm Anthropic. Thomson Reuters Corp (TRI) is down by more than -17%, and Intuit (INTU) and FactSet Research Systems (FDS) are down by more than -9%. Also, EPAM Systems (EPAM) is down more than -8%, and ServiceNow (NOW) is down more than -7%. In addition, Salesforce (CRM) and Adobe (ADBE) are down more than -6%.
Gold and silver mining stocks are moving higher today, with gold up more than 6% and silver up more than 13%. Freeport McMoRan (FCX) and Hecla Mining (HL) are up more than +6%. Also, Coeur Mining (CDE) is up more than +5%, and Newmont Corp (NEM) and Barrick Mining (B) are up more than +4%.
Gartner (IT) is down more than -25% to lead IT stocks lower and losers in the S&P 500 after reporting Q4 consulting segment revenue of $133.6 million, weaker than the consensus of $157.9 million. Also, International Business Machines (IBM) is down by more than -8% to lead the Dow Jones Industrials' losers.
PayPal Holdings (PYPL) is down more than -18% to lead losers in the Nasdaq 100 after reporting Q4 net revenue of $8.68 billion, weaker than the consensus of $8.79 billion and announcing that CEO Chriss will be replaced by HP Inc CEO Lores.
Fabrinet (FN) is down more than -12% after the company’s results showed component constraints pressuring the datacom business, with Q2 datacom revenue down -7% y/y at $278 million.
TransDigm Group (TDG) is down more than -11% after forecasting full-year EBITDA of $5.14 billion to $5.28 billion, with the midpoint below the consensus of $5.24 billion.
NXP Semiconductors NV (NXPI) is down more than -7% after reporting Q4 automotive revenue of $1.88 billion, below the consensus of $1.89 billion.
Archer-Daniels-Midland (ADM) is down more than -3% after reporting Q4 revenue of $18.56 billion, well below the consensus of $21.05 billion.
Pfizer (PFE) is down more than -3% after forecasting full-year revenue of $59.5 billion to $62.5 billion, the midpoint below the consensus of $61.02 billion.
DaVita (DVA) is up more than +25% to lead gainers in the S&P 500 after reporting Q4 total revenue of $3.62 billion, above the consensus of $3.51 billion.
Woodward Inc (WWD) is up more than +14% after reporting Q1 adjusted EPS of $2.17, stronger than the consensus of $1.65.
Teradyne Inc (TER) is up more than +13% after reporting Q4 net revenue of $1.08 billion, stronger than the consensus of $964.2 million, and forecasting Q1 revenue of $1,15 billion to $1.25 billion, well above the consensus of $929.8 million.
AES Corp (AES) is up more than +9% after Bloomberg reported that BlackRock Inc.’s Global Infrastructure Partners has teamed up with EQT AB in a bid to acquire the company.
Western Digital (WDC) is up more than +7% to lead gainers in the Nasdaq 100 after its board authorized an additional $4 billion of share repurchases.
Palantir Technologies (PLTR) is up more than +5% to lead gainers in the Nasdaq 100 after reporting Q4 revenue of $1.41 billion, better than the consensus of $1.33 billion, and forecasting 2026 revenue of $7.18 billion to $7.20 billion, well above the consensus of $6.27 billion.
FedEx (FDX) is up more than +4% after Bernstein upgraded the stock to outperform from market perform with a price target of $427.
Merck & Co (MRK) is up more than +2% after reporting Q4 sales of $16.40 billion, better than the consensus of $16.17 billion.
Earnings Reports(2/3/2026)
Advanced Micro Devices Inc (AMD), Amcor PLC (AMCR), AMETEK Inc (AME), Amgen Inc (AMGN), Archer-Daniels-Midland Co (ADM), Atmos Energy Corp (ATO), Ball Corp (BALL), Broadridge Financial Solutions (BR), Chipotle Mexican Grill Inc (CMG), Chubb Ltd (CB), Clorox Co/The (CLX), Corteva Inc (CTVA), Eaton Corp PLC (ETN), Electronic Arts Inc (EA), Emerson Electric Co (EMR), Gartner Inc (IT), Hubbell Inc (HUBB), Illinois Tool Works Inc (ITW), Jack Henry & Associates Inc (JKHY), Jacobs Solutions Inc (J), Marathon Petroleum Corp (MPC), Match Group Inc (MTCH), Merck & Co Inc (MRK), Mondelez International Inc (MDLZ), PayPal Holdings Inc (PYPL), Pentair PLC (PNR), PepsiCo Inc (PEP), Pfizer Inc (PFE), Prudential Financial Inc (PRU), Skyworks Solutions Inc (SWKS), Super Micro Computer Inc (SMCI), Take-Two Interactive Software (TTWO), TransDigm Group Inc (TDG), Veralto Corp (VLTO), Willis Towers Watson PLC (WTW), WW Grainger Inc (GWW).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	31.10 22.85
Price/Sales	0.34 0.83
P/B	1.48 1.84
P/FCF	7.07 20.34

Indicator	TTM Median
ROE	4.80 14.25
ROA	2.26 6.43
ROI	4.01 9.47
Net Worth	33.42 1.48
Quick Ratio	0.92 0.80
Current Ratio	1.37 1.34

Indicator	TTM Median
Net Profit Margin	1.43 6.41
Operating Margin	1.83 9.57
Gross Margin	6.27 34.43
Return on tangible equity	7.70 24.79

Indicator	TTM Median
EPS	0.87 0.57
EPS Forecast	0.83 0.45
Revenue	20.37B 136.00M
Gross Profit	1.21B —
EBITDA	693.00M —

Archer-Daniels-Midland Company

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue