HCA Healthcare Surges After Strong Q4 Earnings and Upgraded FY25 Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Source: Benzinga
- Earnings Beat: HCA Healthcare reported an adjusted EPS of $8.01 for Q4, surpassing the analyst consensus of $7.43, indicating robust profitability and strong market demand.
- Stock Surge: Following the earnings report, HCA's shares jumped 9.5% to $517.00 on Tuesday, reflecting investor confidence in the company's future growth prospects.
- Upgraded Guidance: The company raised its FY25 guidance above estimates, signaling a positive outlook for business development that may attract more investor interest.
- Positive Market Reaction: HCA's favorable news boosted overall market confidence in the healthcare sector, potentially leading to further gains in related stocks.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 91.000
Low
68.00
Averages
123.23
High
180.00
Current: 91.000
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
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See More
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- Revenue Growth Outlook: CoreWeave is projected to see a 136% revenue spike to $12 billion in 2026, primarily driven by its robust backlog and increased AI spending, significantly enhancing the company's market valuation.
- Customer Base Expansion: Major contracts from clients like Meta, Microsoft, and OpenAI have propelled CoreWeave's revenue backlog to nearly quadruple, reaching $55.6 billion in Q3 2025, indicating strong demand in the AI infrastructure sector.
- Investment and Capacity Enhancement: Recently, CoreWeave secured a $2 billion investment from Nvidia, which will expedite the expansion of its data centers, aiming to increase its current 590 megawatts of capacity to over 1 gigawatt within the next 12 to 24 months, further solidifying its market position.
- Attractive Market Valuation: With a current sales multiple of just 10 times, investors buying CoreWeave stock now could see substantial returns by 2026, as its market cap is expected to rise from $50 billion to $120 billion based on future growth potential.
See More
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- CoreWeave Lawsuit: CoreWeave, Inc. faces a class action for failing to disclose its ability to meet customer demand during the period from March 28, 2025, to December 15, 2025, potentially leading to significant financial losses for investors and likely negatively impacting future revenues.
- Bath & Body Works Lawsuit: Bath & Body Works, Inc. is being sued for not meeting its financial guidance during the period from June 4, 2024, to November 19, 2025, raising investor concerns about the effectiveness of its brand collaboration strategy, which may affect the company's future market performance.
- Smart Digital Group Lawsuit: Smart Digital Group Limited is facing legal action for market manipulation and fraudulent promotion during the period from May 5, 2025, to September 26, 2025, putting investors at risk of trading suspensions that could lead to significant stock price volatility.
- Legal Consultation Services: The Law Offices of Frank R. Cruz remind investors that those who suffered losses during the aforementioned periods can contact them for legal consultation to ensure their rights are protected and to participate in the class actions.
See More
Stocks related to NVIDIA saw an overall increase, with Synopsys, CoreWeave, and NEBIUS jumping more than 5%, Nokia up nearly 2%, and Intel climbing close to 1%.
NVIDIA's Stock Performance: NVIDIA's holdings-related stocks generally rose, indicating positive market sentiment.
Other Companies' Gains: Synopsys, Core Weave, and NEBIUS surged over 5%, while Nokia gained nearly 2% and Intel rose almost 1%.
See More
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- Nvidia's Stake Sale: Nvidia's SEC filing on Tuesday revealed it has offloaded its stake in semiconductor firm Arm, yet this does not signify the end of their relationship, as Arm's shares rose 1.4% in premarket trading on Wednesday.
- Shareholding History: By the end of Q3, Nvidia held 1.1 million shares of Arm valued at $155.8 million, having maintained its stake since 2023 while gradually winding it down towards the end of 2024, indicating a strategic shift in its investment approach.
- Market Reaction: When Arm debuted on Nasdaq in 2023, Nvidia was part of a strategic investment group that collectively purchased $735 million in shares, and although its $40 billion acquisition bid failed due to regulatory hurdles, Nvidia retains a 20-year licensing agreement with Arm, continuing to support its technology.
- Financial Performance: Arm's recent earnings report showed a 26% year-on-year sales increase to $1.24 billion, exceeding analyst expectations, although shares fell in after-hours trading, with analysts noting high operating expenses suggest the company is preparing for long-term demand.
See More
Nvidia Sells ARM Stake, Market Reacts Positively
- Nvidia Reduces ARM Stake: Nvidia gradually reduced its stake in ARM by the end of 2024, holding 1.1 million shares valued at $155.8 million; despite the sell-off, Nvidia's 20-year licensing agreement with ARM remains intact, indicating a long-term partnership.
- ARM Earnings Beat Expectations: ARM reported a 26% year-on-year increase in sales to $1.24 billion in its latest earnings report, surpassing analyst expectations and demonstrating strong momentum in AI projects, although its stock fell in after-hours trading, reflecting cautious market sentiment regarding future guidance.
- Positive Market Reaction: Following its Nasdaq debut, ARM's market cap is approximately $135 billion, and Nvidia's stake reduction did not dampen market confidence, as ARM shares rose 1.4% in premarket trading, indicating investor recognition of its long-term growth potential.
- Morgan Stanley Optimistic: Morgan Stanley has an “overweight” rating on ARM with a price target of $135, representing a premium of over 6% from Tuesday's closing price, reflecting a positive outlook on ARM's future performance, particularly in ongoing investments in AI.
See More
Applied Digital Stock Volatility Analysis
- Stock Fluctuation: Applied Digital's stock gained 37% as of the last close, driven by a strong earnings report in January, but slumped over 8% in pre-market trading on Wednesday after Nvidia disclosed its exit from the stake, indicating volatility in market confidence.
- Investor Sentiment Improvement: Despite Nvidia's sale of a $177 million stake, retail sentiment on Stocktwits improved from 'extremely bearish' to 'bearish', suggesting a potential shift in market perception that could attract more investor interest in Applied Digital.
- Analyst Perspective: Roth Capital reiterated its 'Buy' rating with a $58 price target for Applied Digital, asserting that Nvidia's exit does not alter the fundamental business outlook, and may even present an attractive entry point for investors amid the stock's decline.
- Long-Term Lease Agreements: Applied Digital reported securing billions in long-term leases, including a $5 billion agreement with a U.S.-based hyperscaler for 200 MW at its Polaris Forge 2 campus, highlighting strong demand and growth potential in the market.
See More
