Key Takeaways Western Digital targets 20% revenue CAGR over 35 years on surging AI storage demand.WDC projects 50% gross margins and 30% free cash flow margins under its new model.Teradata expects 2-4% ARR growth in 2026 amid rising cloud adoption and AI platform expansion.Both Western Digital Corporation (WDC) and Teradata (TDC) are tied to enterprise data infrastructure, with WDC providing the physical storage hardware, and Teradata delivering data analytics and cloud-based data platform solutions that re ...

Key Takeaways NKE faces $1.5B in annualized costs from higher U.S. tariffs, pressuring margins.Gross margin fell 300 bps to 40.6% in Q2 FY26 as EPS dropped 32% year over year.NIKE targets efficiency gains to offset tariffs, expecting Q3 margin down 175-225 bps.NIKE, Inc. (NKE) , like other industry players, remains exposed to the impact of rising tariffs and production costs. Management highlighted rising tariffs as a major structural headwind affecting the financial performance and cost structure. Higher t ...

Key Takeaways KEYS beats Q1 estimates with $1.6B revenue and EPS of $2.17, up from $1.82 a year ago.KEYS saw 27% CSG growth on AI data centers, 5G/6G, NTN and strong wireline, wireless demand.KEYS guided Q2 revenue to $1.69-$1.71B and EPS of $2.27-$2.33 after strong orders and margins.Keysight Technologies, Inc. (KEYS) reported strong first-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.The leading electronic design and testing solution provider reported ...

Key Takeaways Lowe's is set to report Q4 results on Feb. 25, with revenues seen rising 9.8% to $20.36B.Lowe's Total Home Strategy and Pro segment expansion likely supported sales and engagement.High rates and weak housing turnover may have curbed demand for big-ticket projects.As Lowe's Companies, Inc. (LOW) prepares to unveil its fourth-quarter fiscal 2025 earnings on Feb. 25, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for r ...

Shares of FirstEnergy (FE) have been strong performers lately, with the stock up 7.9% over the past month. The stock hit a new 52-week high of $50.83 in the previous session. FirstEnergy has gained 12.7% since the start of the year compared to the 11.4% move for the Zacks Utilities sector and the 12.4% return for the Zacks Utility - Electric Power industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each ...

Have you looked into how Universal Display Corp. (OLED) performed internationally during the quarter ending December 2025? Considering the widespread global presence of this organic light-emitting diode technology company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and g ...

Wall Street analysts expect CubeSmart (CUBE) to post quarterly earnings of $0.66 per share in its upcoming report, which indicates a year-over-year decline of 2.9%. Revenues are expected to be $280.47 million, up 21.2% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnings, it is vital to take into ...

Analysts on Wall Street project that Acushnet (GOLF) will announce quarterly loss of -$0.27 per share in its forthcoming report, representing a decline of 1250% year over year. Revenues are projected to reach $453.8 million, increasing 1.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a compa ...

The upcoming report from PENN Entertainment (PENN) is expected to reveal quarterly loss of -$0.21 per share, indicating an increase of 52.3% compared to the year-ago period. Analysts forecast revenues of $1.75 billion, representing an increase of 5.1% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 256.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before ...

The upcoming report from Chord Energy Corporation (CHRD) is expected to reveal quarterly earnings of $1.17 per share, indicating a decline of 66.5% compared to the year-ago period. Analysts forecast revenues of $910.72 million, representing a decline of 37.4% year over year.Over the last 30 days, there has been a downward revision of 12.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts o ...