## Today's Catalyst Results
How did scheduled events play out?
- **Chegg (CHGG) Q4 2025 Earnings Call** - Result: Revenue beat expectations; strategic shift towards workforce skilling outlined - Market reaction: Positive, but shares remained volatile.
- **Simpson Manufacturing (SSD) Q4 2025 Earnings Call** - Result: Above-market growth despite housing sector headwinds - Market reaction: Stock rose on strong sales growth.
- **ON Semiconductor (ON) Q4 2025 Earnings Call** - Result: Continued margin expansion amid a strategic pivot to AI and EVs - Market reaction: Mixed, with concerns over soft sales forecast.
- **Columbus McKinnon (CMCO) Q3 FY26 Earnings Call** - Result: 10% sales growth reported, acquisition milestone achieved - Market reaction: Positive, shares increased on growth outlook.
- **Proficient Auto Logistics, Inc. (PAL) Q4 2025 Earnings Call** - Result: Earnings call highlights strong performance - Market reaction: Shares stayed stable amid earnings growth.
## Surprise News Today
Unexpected developments that moved markets:
- **$HIMS** - Hims & Hers Health announced the withdrawal of its Wegovy copycat weight-loss pill after FDA warnings - Market reaction: Shares plummeted over 16% as investors reacted to regulatory pressures.
## After-Hours Catalysts
Earnings and events happening tonight:
- **$Ichor (ICHR)** - What to watch: Focus on margin recovery after recent losses.
## Tomorrow's Calendar
Key events scheduled for tomorrow:
- **Cleveland-Cliffs (CLF) Q4 2025 Earnings** - Time: Unknown - Watch for: Impact on stock following revenue miss and overall performance outlook.
## This Week Ahead
Other catalysts coming this week:
- **February 12**: Earnings report from Gilead Sciences (GILD) - Watch for: Potential impacts from ongoing market conditions.
## Highest Conviction Setup
Based on today's action and upcoming catalysts:
- Stock: **$HIMS**
- Catalyst: FDA's announcement regarding Wegovy competition.
- Thesis: Regulatory challenges pose significant downside risks, and the market is reacting sharply, indicating potential for further declines.
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