All articles tagged with #guidance 2026
CVS Health beat Q1 estimates across all segments, delivering adjusted earnings of $2.57 per share on $100.43 billion in revenue and raising full-year guidance to $7.30–$7.50 per share and at least $405 billion in revenue, driven by improving performance in Aetna and ongoing cost cuts, store closures, and leadership changes as part of its turnaround; shares rose in premarket trading.
Palantir posted a strong Q4 2025: adjusted EPS 25 cents vs. 23 cents, revenue of $1.41 billion (up 70% year over year), with U.S. revenue up 93% and commercial revenue up 137% to $507 million; government revenue was $570 million. The company issued optimistic Q1 and full-year 2026 guidance well above expectations, and Q4 operating margin was 41% with free cash flow conversion of 47% for 2025 and over $7 billion in cash and marketable securities. Palantir is expanding beyond government contracts into large-scale commercial data solutions (including a Navy contract up to $448 million), though its high valuation remains a point of critique. Shares rose about 4% in after-hours trading.