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Robinhood Markets, Inc. (NASDAQ:HOOD) shares are trading higher premarket on Wednesday after the company disclosed a share buyback authorization.

Stock Buyback

On Tuesday, the company’s board approved a new share repurchase program authorizing up to $1.5 billion in share buybacks.

This program replaces the previous authorization, incorporating any unused capacity and adding more than $1.1 billion in additional repurchase capacity.

While the program has no set expiration, management expects to execute it over roughly three years starting in the first quarter of 2026.

Also, Robinhood Markets disclosed that it had appointed Shiv Verma as Chief Financial Officer, effective Feb. 6, 2026.

Investments in Stripe, ElevenLabs

Last week, the company announced investments in Stripe and ElevenLabs through its Robinhood Ventures Fund I (NYSE:RVI).

Robinhood Ventures Fund I has invested approximately $14.6 million in Stripe and nearly $20 million in ElevenLabs, reflecting its strategy to support innovative companies in fintech and AI.

February 2026 Operating Data

Crypto Notional Trading Volumes were $25.0 billion (up 74% year-over-year), including Robinhood App Notional Trading Volumes of $9.4 billion (down 35% year-over-year). Bitstamp Notional Trading Volumes were $15.6 billion.

Total Platform Assets at the end of February were $314 billion (down 3% from the end of January 2026, up 68% year-over-year).

At the end of the fourth quarter, Robinhood’s cash and equivalents balance totaled $4.3 billion.

Robinhood Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $136.59. Recent analyst moves include:

• Mizuho: Outperform (Lowers Target to $110.00) (Mar. 13)
• Cantor Fitzgerald: Overweight (Lowers Target to $100.00) (Feb. 17)
• Mizuho: Outperform (Lowers Target to $135.00) (Feb. 17)

Price Action: HOOD shares are up 3.47% at $71.48 premarket at the last check on Wednesday.

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Super Micro Computer Inc. (NASDAQ:SMCI) is staring down a double threat: a federal smuggling scandal and a business model that hinges almost entirely on continued access to Nvidia Corp.’s (NASDAQ:NVDA) AI chips.

Board Exit, Smuggling Allegations Shake Confidence

The company’s near-term outlook now hinges on whether it can maintain access to Nvidia’s critical chip supply, even as it navigates the fallout from a widening legal controversy.

Co-founder Yih-Shyan “Wally” Liaw resigned from the board after federal prosecutors accused him and others of smuggling Nvidia AI servers to China using intermediaries and falsified paperwork to evade export controls.

Authorities allege the group relied on shell entities and dummy equipment to bypass compliance checks. In response, Super Micro said it placed certain employees on leave, severed ties with a contractor, and appointed an acting compliance chief to strengthen oversight.

The market reaction was swift. Shares plunged more than 33% on Friday, hitting a 52-week low.

Growth Intact, but Risks Mount

Analysts say the company’s fortunes remain closely tied to Nvidia. Bernstein warned that any disruption to GPU supply would significantly impair operations, The Wall Street Journal reported Tuesday.

Despite the turmoil, demand tied to the AI boom continues to drive growth. Super Micro’s revenue more than doubled to $12.7 billion in the December quarter, and the company is projected to reach about $40 billion for the full fiscal year.

Still, concerns are building. Bernstein highlighted ongoing credibility risks, while Susquehanna analyst Mehdi Hosseini pointed to the need for leadership and board changes. He also flagged weak margins and a strategy overly focused on top-line growth, even as underlying financial quality deteriorates.

Ultimately, Super Micro’s future may hinge on a single question: can it keep getting Nvidia’s GPUs? The report said continued access to those chips is critical.

Nvidia, for its part, said compliance with export controls remains a “top priority,” but stopped short of saying whether it will keep supplying Super Micro.

Technical Analysis

SMCI is trading 28.8% below its 20-day SMA and 34.4% below its 100-day SMA, keeping the intermediate trend firmly pointed down. Shares are down 48.27% over the past 12 months and are closer to the 52-week low ($19.48) than to the 52-week high ($62.36).

Momentum is stretched: RSI is at 28.18 (oversold), while MACD is at -1.5693 and still below its signal line at -0.4871, which keeps bearish pressure in place despite the bounce attempt. The MACD histogram at -1.0822 reinforces that downside momentum has been strong recently.

The combination of oversold RSI (below 30) and bearish MACD suggests mixed momentum.

• Key Resistance: $30.50
• Key Support: $19.50

Earnings & Analyst Outlook

Looking further out, the next major catalyst for the stock arrives with the May 5, 2026 (estimated) earnings report.

• EPS Estimate: 59 cents (Up from 31 cents YoY)
• Revenue Estimate: $12.42 Billion (Up from $4.60 Billion YoY)
• Valuation: P/E of 15.8x (Suggests fair valuation relative to peers)

Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $39.28. Recent analyst moves include:

• Northland Capital Markets: Downgraded to Market Perform (Target $22.00) (Mar. 23)
• CJS Securities: Downgraded to Market Underperform (Mar. 20)
• Barclays: Equal-Weight (Lowers Target to $38.00) (Feb. 4)

Top ETF Exposure

• Themes US R&D Champions ETF (NASDAQ:USRD): 2.21% Weight
• Schwab Fundamental US Small Company Index ETF (NYSE:FNDA): 0.30% Weight
• iShares Future AI & Tech ETF (NYSE:ARTY): 3.20% Weight

Significance: Because SMCI carries significant weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock.

Price Action

SMCI Price Action: Super Micro Computer shares were down 0.14% at $21.55 during premarket trading on Tuesday. The stock is near its 52-week low of $19.48, according to Benzinga Pro data.

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Tesla, Inc. (NASDAQ:TSLA) has spent years selling the robotaxi ambition. Now, that ambition is facing something more tangible—a 50,000-vehicle deployment plan backed by Rivian Automotive, Inc. (NASDAQ:RIVN) and Uber Technologies, Inc. Common Stock (NYSE:UBER).

This isn’t another prototype or pilot. It’s scale.

Rivian and Uber say they plan to roll out up to 50,000 R2 robotaxis across 25 cities spanning the U.S., Canada, and Europe by 2031.

That immediately shifts the conversation from “who has the best tech” to “who gets there first at scale.”

From Vision to Deployment

Tesla’s approach has been clear: build a vertically integrated autonomy stack and deploy it across millions of vehicles over time. The bet is that once Full Self-Driving is solved, scale follows naturally.

But Rivian and Uber are taking a different route—pairing vehicles, platform, and network upfront.

Uber brings demand. Rivian brings hardware. Together, they’re attempting to compress the timeline between development and real-world deployment. And with a defined rollout plan across multiple geographies, this looks less like experimentation and more like execution.

That contrast matters.

The Network Vs The Stack

At its core, this is shaping up as a philosophical split.

Tesla is building a closed system—owning the vehicle, the software, and eventually the network. Rivian and Uber are building an ecosystem, where each piece is optimized and then combined. Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Waymo already runs commercial driverless robotaxi services in several U.S. cities, adding another layer of competition as the market scales.

In autonomous driving, scale isn’t just about vehicles—it’s about data. More miles mean faster learning. A 50,000-vehicle fleet operating across continents creates a data flywheel that can accelerate the process.

Tesla still has the advantage of an existing global fleet. But alliances like this could narrow that gap faster than expected.

The Race Just Got Real

The bigger shift here is psychological.

Robotaxis are no longer just a Tesla or Waymo narrative. They’re becoming a competitive market.

A multi-city, multi-continent rollout signals that autonomy is moving closer to commercialization—not just promises. And it suggests that the race may not be won by the company with the best model alone, but by the one that can combine technology with distribution and execution.

Tesla isn’t out of the race. But it’s no longer running alone.

Image made with Gemini

Roche Holding AG (OTC:RHHBY) is ramping up its artificial intelligence capabilities with a large-scale AI “factory” powered by advanced computing from NVIDIA Corp. (NASDAQ:NVDA), aiming to accelerate drug development timelines and improve diagnostics across its global operations.

Roche Expands AI Infrastructure Across US And Europe

The Swiss pharmaceutical giant on Monday said the new infrastructure includes 2,176 high-performance GPUs deployed on premises across the U.S. and Europe.

Combined with its cloud capabilities, Roche’s total AI computing capacity now exceeds 3,500 Blackwell GPUs, marking one of the largest AI footprints disclosed by a pharmaceutical company.

The initiative builds on a strategic collaboration with NVIDIA that began in 2023, reflecting Roche’s push to integrate AI across its full value chain — from early discovery to commercialization.

Executives Highlight Speed And Innovation Benefits

Wafaa Mamilli, Roche’s Chief Digital and Technology Officer, emphasized the role of speed in healthcare innovation.

“In healthcare, time is the most critical variable,” Mamilli said, noting that faster development cycles can bring treatments to patients sooner.

The AI factory combines large-scale computing with Roche’s scientific expertise to streamline processes across research, manufacturing, and diagnostics, she added.

Roche AI Factory Targets Drug Discovery And Manufacturing Efficiency

Roche said the platform will support its “Lab-in-the-Loop” approach, where AI models are integrated with real-world biology and chemistry experiments. Using NVIDIA’s BioNeMo platform, scientists can test hypotheses at scale and accelerate discovery timelines.

In manufacturing, the company is deploying digital twins — virtual replicas of production systems — using NVIDIA Omniverse tools to optimize factory design and operations.

The infrastructure also enhances diagnostics, with AI-powered tools analyzing large datasets and identifying subtle disease patterns through digital pathology systems.

Genentech R&D Head Sees Faster Path To Medicines

Aviv Regev, head of Genentech Research and Early Development, said the expanded computing power will enable more advanced predictive models.

Regev added that scaling Roche’s Lab-in-the-Loop strategy could significantly shorten the timeline from biological insights to life-saving treatments.

New Timeline For Residual Cancer Detection

In March, Droplet Biosciences, a diagnostics company developing lymph-based liquid biopsy tests, announced a collaboration with NVIDIA to detect residual cancer within 24 hours of surgery — weeks earlier than traditional blood-based monitoring.

Unlike conventional minimal residual disease (MRD) tests that rely on blood plasma weeks after surgery, Droplet collects lymphatic fluid just 24 hours after tumor removal.

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Bitcoin seems to have entered a new bull market unnoticed.

The largest cryptocurrency in the world has gained 20.5% since its February low. Technically, it meets the standard threshold for a bull market.

The gain comes despite escalating tensions between Iran and the U.S., and oil prices nearing $100 a barrel due to Iran’s closure of the Strait of Hormuz.

The gain has also helped Bitcoin post its best week and month since September, showing its ability to remain strong even as other markets struggle amid heightened geopolitical tensions and inflation concerns.

Investment vehicles that are tied to cryptocurrency are also reflecting this momentum.

Bitcoin ETFs See Fresh Inflows

ETFs tied to the cryptocurrency are on track to clock their third straight week of inflows, the longest stretch since July 2025. This week so far, $583 million have flowed into Bitcoin ETFs, according to Bloomberg.

The continued inflows indicate that investors are increasing their exposure to the digital asset, even as the rest of the world becomes more uncertain.

Some of the biggest spot Bitcoin funds, that usually attract trading interest, are BlackRock’s iShares Bitcoin Trust (NASDAQ:IBIT). The fund has become one of the biggest vehicles for investors looking to gain exposure to the digital asset through traditional brokerage accounts.

Other leading funds include the Fidelity Wise Origin Bitcoin Fund (BATS:FBTC), as well as the ARK 21Shares Bitcoin ETF (BATS:ARKB), which is backed by Cathie Wood’s investment firm ARK Invest.

Meanwhile, the Grayscale Bitcoin Trust (NYSE:GBTC), which converted from a trust into an ETF in 2024, remains one of the largest vehicles for institutional-style Bitcoin exposure.

Resilience During Geopolitical Stress

Despite geopolitical risks that have raised concerns about inflation and supply disruptions, Bitcoin’s recovery suggests the cryptocurrency may be stabilizing after months of selling pressure.

After its record high above $126,000 in October, it dipped to as low as $63,000 in February.

Various market experts still warn that the cryptocurrency may face some hurdles on its way to further recovery unless the overall market risk appetite improves. Nevertheless, the current data showing a 20% recovery from the February lows, strong weekly performance, as well as the continued ETF inflows, indicate that the narrative for the Bitcoin bull market might be picking up again despite global turmoil.

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On Thursday, Palantir Technologies Inc. (NASDAQ:PLTR) and Centrus Energy Corp. (NYSE:LEU) announced a partnership to deploy artificial intelligence software to support Centrus’ multi-billion-dollar expansion of uranium enrichment capacity in the United States.

The collaboration will apply Palantir’s Foundry and Artificial Intelligence Platform (AIP) to integrate data systems and improve operational efficiency across Centrus’ uranium enrichment plant expansion in Piketon, Ohio. Early work since the partnership began in late January has already identified nearly $300 million in potential cost savings and efficiency gains.

Centrus said the AI-driven platform will help optimize project controls, engineering, manufacturing execution, supply chains, and regulatory compliance while connecting classified and unclassified operational environments.

Centrus is currently the only U.S.-owned company enriching uranium and aims to expand domestic capacity as the U.S. seeks to reduce reliance on foreign, state-owned enrichment providers that dominate the global market.

Executives Highlight Strategic Impact

“Centrus has developed and proven America’s most advanced uranium enrichment technology, and this expansion marks the moment when we scale it for commercial deployment,” said Centrus President and CEO Amir Vexler. “The nearly $300 million in savings we have identified to date are only the beginning.”

Palantir executives Joanna Peller and Tom McArdle said the partnership will connect Centrus’ manufacturing ecosystem through a unified data framework to accelerate production timelines and improve decision-making.

The companies plan to showcase the collaboration at Palantir’s AIPCon 9 event.

Technical Analysis

Centrus Energy shares have increased 169.87% over the past 12 months, demonstrating strong long-term momentum. Currently, the stock is trading 0.3% above its 20-day simple moving average (SMA) but is 25.6% below its 100-day SMA, indicating a potential struggle in the medium term.

The RSI is at 42.60, which is considered neutral territory, suggesting that the stock is neither overbought nor oversold. Meanwhile, MACD is at -15.6511, with the signal line at -17.8432, indicating a bullish crossover as the MACD is above the signal line.

The combination of neutral RSI and bullish MACD suggests mixed momentum, indicating that traders should watch for potential shifts in direction.

• Key Resistance: $217.00
• Key Support: $183.50

Earnings & Analyst Outlook

Centrus Energy is slated to provide its next financial update on May 6, 2026 (estimated).

• EPS Estimate: 57 cents (Down from $1.07)
• Revenue Estimate: $81.38 million (Up from $73.10 million)
• Valuation: Forward P/E of 356.4x

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $205.63. Recent analyst moves include:

• UBS: Neutral (Lowers Target to $195.00) (Mar. 5)
• Citigroup: Neutral (Lowers Target to $225.00) (Feb. 18)
• JP Morgan: Neutral (Lowers Target to $242.00) (Feb. 5)

Top ETF Exposure

• Global X Uranium ETF (NYSE:URA): 4.83% Weight
• VanEck Uranium & Nuclear ETF (NYSE:NLR): 4.32% Weight
• SPDR S&P Metals & Mining ETF (NYSE:XME): 6.35% Weight

Significance: Because LEU carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

LEU Price Action: Centrus Energy shares were down 0.82% at $198.70 during premarket trading on Thursday, according to Benzinga Pro data.

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Target Corp. (NYSE:TGT) announced Wednesday it is lowering prices on more than 3,000 items across apparel, home goods, baby essentials, and select food and beverages as shoppers prepare for the spring season.

The price reductions are mostly 5% to 20% lower than the original prices.

The company is lowering prices on more than 3,000 on-trend items across its apparel and home assortment, baby essentials, and select food and beverages.

“Busy families are thinking about value as they begin to update their homes and wardrobes for spring,” said Cara Sylvester, executive vice president and chief merchandising officer, Target.

“We’re delivering by lowering prices on 3,000 spring favorites across apparel, essentials and home. We’re committed to making it easier than ever for guests to have the fresh style and incredible value they love, with lower prices on the items we know they want.”

The reductions cover women’s and kids’ apparel, bedding and home goods, footwear, including flats, sandals, and sneakers, and everyday essentials, such as baby items and pantry staples.

Expansion and Investment Plans

The pricing initiative is part of Target’s broader growth strategy. The company announced plans to open more than 30 stores in 2026, including its 2,000th location in Fuquay-Varina, North Carolina, and to complete more than 130 remodels.

These efforts are backed by a $5 billion capital investment plan for 2026, alongside hundreds of millions of dollars in additional store payroll and training to improve guest service.

Target also plans to expand next-day delivery to more than 20 new metro areas, reaching 60% of the U.S. population.

Technical Analysis

Currently, Target shares are trading 3.9% above their 20-day simple moving average (SMA) and 9.7% above their 100-day SMA, indicating a strong short-term uptrend.

Over the past 12 months, shares have increased by 7.08%, and they are currently closer to their 52-week highs than their lows, reflecting robust performance.

The RSI is at 64.31, which is in neutral territory, suggesting the stock is neither overbought nor oversold at this time. Meanwhile, the MACD is at 2.9628, above its signal line at 2.8153, indicating bullish momentum for the stock.

The combination of a neutral RSI and a bullish MACD suggests mixed momentum, indicating that while price action is positive, traders should remain cautious as the stock approaches overbought territory.

• Key Resistance: $126.00
• Key Support: $110.00

Analyst Consensus & Recent Actions

The stock has a Neutral rating and an average price target of $118.46. Recent analyst moves include:

• DA Davidson: Buy (Raises Target to $140.00) (Mar. 10)
• JP Morgan: Neutral (Raises Target to $120.00) (Mar. 5)
• Evercore ISI Group: In-Line (Raises Target to $120.00) (Mar. 5)

Benzinga Edge Scorecard

Below is the Benzinga Edge scorecard for Target, highlighting its strengths and weaknesses compared to the broader market:

• Value: Strong (Score: 82.37) — Trading at a reasonable valuation compared to peers.
• Quality: Weak (Score: 21.23) — Indicates some concerns about financial health.
• Momentum: Bullish (Score: 72.24) — Stock is outperforming the broader market.

The Verdict: Target’s Benzinga Edge signal reveals a mixed outlook. While the strong Value score suggests potential for growth, the weak Quality score indicates caution and suggests that investors should monitor financial health closely.

Top ETF Exposure

• The Consumer Staples Select Sector SPDR Fund (NYSE:XLP): 2.91% Weight
• ALPS Sector Dividend Dogs ETF (NYSE:SDOG): 2.17% Weight
• Invesco S&P Ultra Dividend Revenue ETF (NYSE:RDIV): 5.21% Weight

Significance: Because TGT carries significant weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock.

TGT Price Action: Target shares were down 0.01% at $120.73 during premarket trading on Wednesday, according to Benzinga Pro data.

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SSR Mining Inc. (NASDAQ:SSRM) shares surged Wednesday after the company agreed to sell its 80% stake in the Çöpler Mine in Türkiye to Cengiz Holding A.S. for $1.5 billion in cash.

Cengiz Holding will pay a $100 million deposit, credited toward the purchase price at closing. The agreement also includes a $50 million reciprocal break fee and allows either party to terminate the deal, subject to the fee.

Details

The company expects to use the cash proceeds from the transaction to fund ongoing business reinvestment, capital returns, and growth initiatives that enhance value.

The transaction is anticipated to close in the third quarter of 2026, providing the company with substantial liquidity to pursue further growth opportunities.

Additionally, the company is undertaking a strategic review of the remaining operations in Türkiye, including its 20% earned interest in the Hod Maden development project.

This strategic decision aligns with the company’s long-term vision of optimizing its asset portfolio and maximizing returns for investors.

Technical Analysis

The stock is currently trading 5.2% above its 20-day simple moving average (SMA) and 12.4% above its 100-day SMA, indicating a strong upward trend. Over the past 12 months, shares have increased by 18%, and they are currently positioned closer to their 52-week highs than lows.

The RSI is at 55.32, which is considered neutral territory, suggesting the stock is neither overbought nor oversold. Meanwhile, MACD is at 0.10, above its signal line at 0.05, indicating bullish momentum for the stock.

The combination of neutral RSI and bullish MACD suggests mixed momentum, indicating potential for further upward movement if positive sentiment continues.

• Key Resistance: $34.00
• Key Support: $30.00

Earnings & Analyst Outlook

Looking further out, the next major catalyst for the stock arrives with the May 5, 2026, earnings report.

• EPS Estimate: 82 cents (Up from 29 cents)
• Revenue Estimate: $628.15 million (Up from $316.62 million)
• Valuation: P/E of 15.6x (Indicates fair valuation)

Analyst Consensus & Recent Actions: The stock carries a Hold Rating with an average price target of $23.99. Recent analyst moves include:

• UBS: Buy (Raises Target to $37.00) (Feb. 18)

SSRM Price Action: SSR Mining shares were up 11.46% at $32.24 at the time of publication on Wednesday. The stock is trading near its 52-week high of $32.60, according to Benzinga Pro data.

Nvidia Corp. (NASDAQ:NVDA) is doubling down on artificial intelligence infrastructure with a $4 billion investment in optical networking companies and a new push into 6G.

Nvidia Invests $4 Billion In Photonics Partners

The biggest tech giant by market cap agreed to invest $2 billion each in Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) under separate multi-year deals.

Each agreement includes multibillion-dollar purchase commitments and future capacity access rights for advanced laser and optical networking components.

The companies said Nvidia will use the funds to support research and development and to expand future capacity and U.S. manufacturing operations.

Lumentum and Coherent develop optical and photonics technologies that generate and transmit light for high-bandwidth, energy-efficient data transfer in AI and cloud computing systems.

Indium phosphide lasers—produced in the U.S. mainly by these two companies—enable faster data transmission and higher bandwidth connections in data centers.

The agreements provide demand visibility for these components and help reduce expansion risk.

Nvidia CEO Jensen Huang told CNBC, “Together with Lumentum, Nvidia is advancing the world’s most sophisticated silicon photonics to build the next generation of gigawatt-scale AI factories,” and added that Nvidia will work with Coherent to develop next-generation silicon photonics for AI infrastructure.

Shares of Lumentum and Coherent rose following the announcement, with Lumentum climbing as much as 11% and Coherent reaching a record high in earlier trading.

Nvidia Expands Into 6G With Telecom Partners

Separately, Nvidia announced Sunday that it is partnering with telecom and technology companies to advance 6G using open, secure, and AI-native network designs.

The company said it plans to build future wireless systems around software-based architectures and AI-RAN (artificial intelligence—radio access network), allowing networks to improve through software updates and embedded intelligence.

CEO Jensen Huang said, “AI is redefining computing and driving the largest infrastructure buildout in human history — and telecommunications is next.”

Nvidia named partners, including T-Mobile US Inc. (NASDAQ:TMUS), SoftBank Corp. (OTC:SFTBY), and Cisco Systems, Inc. (NASDAQ:CSCO).

NVDA Price Action

Semiconductor and major tech stocks continued to slide despite strong earnings from Nvidia, as investors weighed AI profitability concerns, heavy capital spending, macroeconomic pressures, and rising geopolitical tensions in the Middle East. Nvidia shares were down 3.09% at $176.85 during premarket trading on Tuesday, according to Benzinga Pro data.

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Manchester United Ltd. (NYSE:MANU) posted second-quarter fiscal 2026 results on Wednesday.

The club posted quarterly net sales of 190.31 million pounds ($253.13 million), down from 198.70 million pounds a year earlier and falling well short of the Street’s $301.52 million estimate.

Overall revenue declined 4.2% year over year, weighed down by a 7.8% drop in commercial revenue and a 4.8% fall in matchday income, partially offset by a modest 1.1% increase in broadcasting revenue.

Profitability Metrics

The company clocked a quarterly operating profit of 19.6 million pounds, up from 3.1 million pounds in the same period last year.

Adjusted EBITDA reached 76.0 million pounds, a 7.8% increase.

The company reported adjusted earnings of 3 cents per share, lagging analysts’ projected 11 cents per share.

Net finance costs fell to 13.9 million pounds from 37.6 million pounds a year earlier, largely due to the absence of significant unrealized foreign exchange losses on unhedged U.S. dollar borrowings, which had weighed heavily on the prior-year quarter.

CEO Omar Berrada said the company is now seeing clear financial benefits from its off-pitch transformation, reflected in lower costs and improved profitability.

He added that the organization continues to prioritize a football-first strategy by investing in both the men’s and women’s first teams.

He noted that the men’s team currently sits fourth in the Premier League. In contrast, the women’s team ranks second in the Women’s Super League and has reached the League Cup Final and the UEFA Women’s Champions League quarterfinals.

Outlook

For fiscal 2026, Manchester United reiterated revenue between 640.00 million pounds and 660.00 million pounds, compared to the analysts’ expectations of 654.67 million pounds.

It also maintained its adjusted EBITDA guidance in the range of 180 million pounds to 200 million pounds.

MANU Price Action: Manchester United shares were down 3.95% at $17.03 at the time of publication on Wednesday, according to Benzinga Pro data.

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