Key Takeaways Kospi rose 115.54% over the past year and 34.39% this year, highlighting strong momentum.Semiconductor exports surged 102%, anchoring the AI-driven rally.ETFs like FLKR and EWY give investors exposure to South Korea.Kospi, South Korea’s benchmark index, hit an all-time high above 5,600 on Thursday, after gaining about 3.09% in a single trading session. South Korea remains one of Asia’s most lucrative markets, with the Kospi surging 79.35% over the past six months and 115.54% over the past year ...

Core Insights - Pfizer is a leading player in the oncology market with a diverse portfolio of approved cancer medicines and a strong pipeline focused on various modalities [1][9] Oncology Sales Performance - Oncology sales account for approximately 27% of Pfizer's total revenues, with an 8% growth in 2025 driven by key drugs such as Xtandi, Lorbrena, Braftovi-Mektovi combination, and Padcev [2][11] - Xtandi generated alliance revenues of $2.19 billion in 2025, up 8% year over year, while Lorbrena sales increased by 40% to $1.02 billion [3] - Padcev sales rose 22% to $1.94 billion, supported by strong demand trends, while Ibrance revenues declined by 6% to $4.1 billion [4][11] Pipeline and Future Growth - Pfizer is investing in Padcev, which has received FDA approval for a combination treatment with Merck's Keytruda for muscle-invasive bladder cancer, potentially expanding its patient population [5][9] - The oncology biosimilars segment contributed $1.3 billion in sales, reflecting a 26% year-over-year increase [6] - Pfizer's late-stage pipeline includes candidates like atirmociclib and sigvotatug vedotin, with expectations of having eight or more blockbuster oncology medicines by 2030 [7][11] Competitive Landscape - Pfizer competes with major players in the oncology space, including AstraZeneca, Merck, Johnson & Johnson, and Bristol-Myers [10] - AstraZeneca's oncology sales rose 14% in 2025, while Merck's Keytruda accounted for over 50% of its pharmaceutical sales, reaching $31.7 billion [12][13] Stock Performance and Valuation - Pfizer's stock has increased by 5.7% over the past year, compared to a 17.3% rise in the industry [18] - The company's shares are trading at a forward price/earnings ratio of 9.28, lower than the industry average of 18.86 and its own 5-year mean of 10.22 [20]

Key Takeaways Trump invoked the DPA to secure U.S. phosphorus and glyphosate supply chains. Bayer and CTVA may benefit from loans, guarantees and regulatory support. MOO and VEGI, offering exposure to fertilizer and ag-chemical leaders, are in focus. On Feb. 18, 2026, U.S. President Donald Trump signed a landmark executive order invoking the Defense Production Act (DPA) to secure the domestic supply of elemental phosphorus and glyphosate-based herbicides. Citing these materials as essential to "national se ...

For investors seeking momentum, the Texas Capital Texas Oil Index ETF (OILT) is probably on the radar now. The fund just hit a 52-week high and is up 50.5% from its 52-week low price of $18.22 per share.  But are there more gains in store for this ETF? Let’s take a quick look at the fund and its near-term outlook to get a better sense of where it might head.OILT in FocusThe fund provides exposure to companies that extract oil and gas within Texas. The fund charges 35 basis points (bps) in annual fees (See: ...

Key Takeaways CNP Q4 adjusted EPS of 45 cents missed estimates but rose 12.5% year over year.CenterPoint Energy's 2025 operating income climbed to $2.11B as revenues rose 11%.CNP reaffirmed 2026 EPS outlook and raised its 10-year capital plan to over $65B.CenterPoint Energy, Inc. (CNP) reported fourth-quarter 2025 adjusted earnings of 45 cents per share, which missed the Zacks Consensus Estimate of 46 cents by 1.1%. However, the bottom line increased 12.5% from 40 cents in the year-ago quarter.The company r ...

Key Takeaways OMC posted Q4 EPS of $2.59 and revenues of $5.5B, both missing the respective consensus estimate.OMC's Media & Advertising and the U.S. market contributed 60.1% and 51.9% of revenues, respectively.OMC reported a $977.2M operating loss against $685.3M profit in the year-ago quarter.Omnicom (OMC) reported unimpressive fourth-quarter 2025 results, with both earnings and revenues missing the Zacks Consensus Estimate.OMC’s earnings were $2.59 per share, missing the Zacks Consensus Estimate by 11.9% ...

For the quarter ended December 2025, Integer (ITGR) reported revenue of $472.06 million, up 5% over the same period last year. EPS came in at $1.76, compared to $1.43 in the year-ago quarter.The reported revenue represents a surprise of +2.04% over the Zacks Consensus Estimate of $462.63 million. With the consensus EPS estimate being $1.70, the EPS surprise was +3.62%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

LKQ (LKQ) reported $3.31 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.3%. EPS of $0.59 for the same period compares to $0.80 a year ago.The reported revenue represents a surprise of +1.6% over the Zacks Consensus Estimate of $3.26 billion. With the consensus EPS estimate being $0.65, the EPS surprise was -8.95%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Core Viewpoint - Entrada Therapeutics, Inc. (TRDA) is anticipated to report a significant year-over-year decline in earnings and revenues for the quarter ended December 2025, which could impact its stock price depending on the actual results compared to estimates [1][3]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $1.32 per share, reflecting a drastic year-over-year change of -4500% [3]. - Expected revenues are projected at $1.29 million, down 96.6% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.52%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Entrada Therapeutics is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -59.09%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but it is more reliable for positive readings [9][10]. - The current Zacks Rank for Entrada Therapeutics is 3, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Entrada Therapeutics was expected to post a loss of $1.04 per share but actually reported a loss of -$1.06, resulting in a surprise of -1.92% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - Overall, Entrada Therapeutics does not appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [17].

Core Viewpoint - The market anticipates Shake Shack (SHAK) will report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Shake Shack is expected to post quarterly earnings of $0.36 per share, reflecting a year-over-year increase of +38.5% [3]. - Revenues are projected to reach $402.42 million, which is a 22.4% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 14.64% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Shake Shack is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.74% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [9][10]. - Shake Shack currently holds a Zacks Rank of 5, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Shake Shack exceeded the expected earnings of $0.31 per share, achieving $0.36, resulting in a surprise of +16.13% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Dine Brands (DIN), another player in the restaurant industry, is expected to report earnings of $1.1 per share for the same quarter, indicating a year-over-year change of +26.4% [18]. - Dine Brands' revenues are expected to be $227.8 million, up 11.3% from the previous year, but it has a negative Earnings ESP of -5.94% and a Zacks Rank of 4 [19][20].