Key Takeaways BJRI is set to report Q4 fiscal 2025 results on Feb. 25, with EPS projected at 60 cents, up 27.7% YoY.Traffic gains, Pizookie Meal Deal and menu innovation likely drove 2.1% comp sales growth.Cost discipline, lower pre-opening expenses and operating leverage supported margin expansion.BJ's Restaurants, Inc. (BJRI) is scheduled to report fourth-quarter fiscal 2025 results on Feb. 25, after the closing bell.In the previous quarter, the company’s earnings surpassed the Zacks Consensus Estimate by ...

Industry Overview - The U.S. manufacturing sector is showing signs of a solid rebound after struggling for the past three years, with rising demand boosting manufacturing activity despite concerns over high prices and a shrinking labor market [1] - U.S. industrial production increased by 0.7% in January, surpassing analysts' expectations of a 0.4% rise, following a 0.2% gain in December, indicating a recovery in manufacturing activity [3][11] - The ISM Manufacturing Index reported a PMI reading of 52.6 in January, up from 47.9 in December, marking the strongest reading since 2022 and indicating sector growth for the first time in a year [5] Economic Indicators - The New Orders Index surged by 9.7 percentage points to 57.1% in January, reaching its highest level since February 2022, driven by increased demand for manufactured products [6] - Inflation has eased over the past two quarters, and the Federal Reserve cut interest rates by 75 basis points last year, which has helped reduce borrowing costs and price pressures, thereby driving demand [7] - The Federal Reserve is maintaining interest rates in the range of 3.5% to 3.75% and is open to further rate cuts depending on inflation trends, with expectations of inflation slowing to 2.4% by the end of 2026 [8] Stock Recommendations - Proto Labs, Inc. (PRLB) is a quick-turn manufacturer of custom parts with an expected earnings growth of 8.4% for the current year and a Zacks Rank of 1 [9] - RBC Bearings Incorporated (RBC) specializes in engineered bearings and precision components, with an expected earnings growth of 23.6% for the current year and a Zacks Rank of 1 [12] - Helios Technologies, Inc. (HLIO) develops hydraulic and electronic control solutions, with an expected earnings growth of 17.2% for the current year and a Zacks Rank of 2 [13] - Trimble Inc. (TRMB) provides technology solutions for various industries, with an expected earnings growth of 12.8% for the current year and a Zacks Rank of 2 [15]

Core Insights - Samsara is enhancing its Connected Operations Platform by integrating artificial intelligence to improve workflow applications, security, analytics, and data enrichment [1][10] Group 1: AI Enhancements - The company has introduced Samsara Assistant for conversational assistance and Samsara Intelligent Experiences for AI-based insights [2] - Samsara processes over 20 trillion operational data points from its IoT devices to train and enhance its AI models [2] - These AI enhancements lead to more accurate predictions, smarter automation, and improved safety outcomes, solidifying Samsara's industry leadership [3] Group 2: Customer Growth and Financial Metrics - In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in annual recurring revenue (ARR), bringing the total to 2,771 [3][10] - The company has more than 147 customers contributing over $1 million in ARR, with 164 customers surpassing this threshold, representing over 20% of total ARR [4] - The dollar-based net retention rate among core customers is approximately 115%, indicating strong engagement and expansion potential [5] Group 3: Competitive Landscape - Samsara operates in a competitive connected operations market, facing rivals such as Motive, Lytx, Trimble, Verizon, and Geotab [6] - Trimble's AI offerings in construction and logistics directly compete with Samsara's services [7] Group 4: Stock Performance and Valuation - Samsara's shares have declined by 57.1% over the past year, underperforming the Zacks Internet - Software industry's decline of 11.3% [8][10] - The company trades at a forward price-to-sales ratio of 7.81, significantly higher than the industry average of 3.87 [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings indicates year-over-year growth of 96.2% and 12.9%, respectively [15]

Core Insights - Alliant Energy Corporation (LNT) reported fourth-quarter 2025 operating earnings of 60 cents per share, exceeding the Zacks Consensus Estimate of 58 cents by 3.45%, but down 14.29% from 70 cents in the same quarter last year [1] - The company achieved total revenues of $1.06 billion, surpassing the Zacks Consensus Estimate of $0.94 billion by 13.45%, and reflecting a year-over-year increase of 9.01% from $0.98 billion [2] - Adjusted earnings for 2025 were reported at $3.22 per share, a 5.92% increase from $3.04 in 2024 [1] Financial Performance - Total operating expenses rose to $868 million, a 15.12% increase from $754 million in the previous year, primarily due to higher costs in electric production fuel and purchased power [3] - Operating income decreased to $196 million, down 11.71% from $222 million in the year-ago period [3] - Interest expenses increased by 16.7% to $140 million compared to the prior year [4] Sales and Production - Total utility electric sales were reported at 7,907 thousand megawatt-hours, a decrease of 2.58% from the previous year [4] - Total utility gas sold and transported increased to 46,558 thousand dekatherms, reflecting a year-over-year growth of 4.63% [4] Cash Flow and Debt - As of December 31, 2025, cash and cash equivalents stood at $556 million, a significant increase from $81 million as of December 31, 2024 [5] - Long-term debt rose to $10.95 billion from $8.68 billion in the previous year [5] - Cash flow from operating activities was reported at $1.169 billion, slightly up from $1.167 billion in the prior year [5] Future Guidance - For 2026, Alliant Energy expects earnings per share to be in the range of $3.36 to $3.46, with long-term EPS growth projected at 5-7% for 2027-2029 [8] - The company anticipates a 1% growth in retail sales, driven by data center construction and commissioning sales [9] - Planned capital expenditures for 2026 are estimated at $3 billion, with a total of $13.4 billion earmarked for the period from 2026 to 2029 [9]

Core Insights - Analog Devices (ADI) shares have increased by 13.2% in the past month, outperforming the Zacks Semiconductor - Analog and Mixed industry which rose by 9.8% and the Zacks Computer and Technology sector which declined by 1.7% [1][4] Financial Performance - ADI reported a revenue growth of up to 63% in Q1 FY26, with significant contributions from the data center segment, which has been growing in double digits year over year [7][10] - The company expects Q2 revenues of $3.5 billion, indicating a year-over-year growth of 21.4% compared to the Zacks Consensus Estimate of $3.21 billion [11] - The gross margin expanded to 71.2%, up 140 basis points sequentially and 240 basis points year over year, while the operating margin reached 45.5%, up 200 basis points sequentially and 500 basis points year over year [12] Segment Growth - ADI's industrial segment grew by 38%, communications by 63%, consumer by 27%, and automotive by 8% year-over-year in Q1 FY26 [9] - The industrial and communications segments have been benefiting from AI-driven infrastructure demand, particularly in automatic test equipment systems and electro-optical interfaces [8][9] Competitive Landscape - ADI faces competition from Texas Instruments, STMicroelectronics, and NXP Semiconductors, which are also active in analog, digital, and mixed-signal markets [13][14] - Despite rising competition and increased spending on research & development and sales & marketing, ADI has managed to protect its margins through strong revenue growth [14] Earnings Outlook - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is projected at $2.48, reflecting a year-over-year growth of 34% [15] - Recent upward revisions in earnings estimates indicate positive investor sentiment and confidence in ADI's growth trajectory [15][19]

Core Insights - Consolidated Edison, Inc. reported fourth-quarter 2025 adjusted earnings of 89 cents per share, exceeding the Zacks Consensus Estimate of 84 cents by 5.6%, but down 9.2% from 98 cents in the prior-year quarter [1] - The company generated total revenues of $3.99 billion in the reported quarter, surpassing the Zacks Consensus Estimate of $3.7 billion by 8.1% and increasing 8.9% from $3.67 billion in the year-ago quarter [2] - For 2025, adjusted earnings were $5.70 per share, up from $5.40 in 2024, with total revenues reaching $16.92 billion compared to $15.26 billion in 2024 [1][2] Revenue Breakdown - Electric revenues totaled $2.88 billion, a 5.9% increase from $2.72 billion in the year-ago quarter [3] - Gas revenues surged 16.1% to $923 million from $795 million in the prior-year quarter [3] - Steam revenues rose 20.6% to $187 million compared to $155 million in the year-ago quarter [3] - Non-utility revenues amounted to $1 million, up from nil in the year-ago quarter [3] Operating Expenses - Total operating expenses in the fourth quarter increased 11.1% year over year to $3.51 billion [4] - Purchase power costs rose 6.8%, while other operations and maintenance expenses increased by 5.9% [4] - Depreciation and amortization expenses jumped 7.4%, and taxes other than income taxes went up 15.7% year over year [4] - Fuel expenses surged 67.5% year over year, and the cost of gas purchased for resale rose 28.4% [4] Financial Position - Cash and temporary cash investments as of December 31, 2025, totaled $1.63 billion, up from $1.32 billion as of December 31, 2024 [6] - Long-term debt was $25.55 billion as of December 31, 2025, compared to $24.65 billion at the end of 2024 [6] Future Guidance - The company expects adjusted earnings for 2026 to be in the range of $6.00-$6.20 per share, with a five-year adjusted EPS growth rate projected at 6-7% [9] - Consolidated Edison plans to invest $38 billion in capital from 2026 to 2030 [9] Market Position - Consolidated Edison currently holds a Zacks Rank 2 (Buy) [10]

分组1 - PPL reported quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.42 per share, but showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of -1.21% [1] - The company posted revenues of $2.27 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.75%, compared to $2.21 billion in the same quarter last year [2] - PPL has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has gained approximately 5.6% since the beginning of the year, outperforming the S&P 500, which gained 0.2% [3] - The earnings outlook for PPL is crucial for investors, with current consensus EPS estimates at $0.61 for the coming quarter and $1.95 for the current fiscal year [7] - The Zacks Industry Rank for Utility - Electric Power is in the top 37% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Company Performance - Array Digital Infrastructure (AD) reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and significantly up from $0.05 per share a year ago, indicating strong growth [1] - The earnings surprise for this quarter was +52.38%, and the company had a remarkable surprise of +288% in the previous quarter, showcasing its ability to outperform expectations [2] - The company posted revenues of $60.33 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.52%, although this is a decline from year-ago revenues of $970 million [3] Stock Performance and Outlook - Array Digital shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.2%, indicating underperformance relative to the broader market [4] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $58.05 million, and for the current fiscal year, it is $0.70 on revenues of $215.45 million, suggesting cautious optimism for future performance [8] Industry Context - Array Digital operates within the Zacks Wireless National industry, which is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of Array Digital's stock may be influenced by the overall industry trends, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [6]

Market Overview - Wall Street began 2026 positively after a significant bull run over the past three years, but U.S. stock markets experienced fluctuations in February due to concerns regarding artificial intelligence (AI) trade [1] - Investors are moving away from tech stocks amid growing worries about the downsides of AI stocks, leading to a continued selloff as fears increase about the potential of AI stocks compared to the substantial investments in the sector [1] Investment Strategy - It is advisable to invest in high dividend-paying corporate giants, which typically possess strong financial positions, robust business models, and globally recognized brand value, providing a steady income stream during market fluctuations [2] Stock Recommendations - Five stocks with a top Zacks Rank are identified as strong investment opportunities: - AngloGold Ashanti plc (AU) - Ford Motor Co. (F) - The Hershey Co. (HSY) - Rio Tinto Group (RIO) - BHP Group Ltd. (BHP) - Each of these stocks currently holds a Zacks Rank 1 (Strong Buy) [3] Company Profiles AngloGold Ashanti plc (AU) - Operates as a gold mining company with a focus on Africa, Australia, and the Americas, primarily exploring for gold and producing silver and sulphuric acid as by-products [6] - Expected revenue and earnings growth rates for the current year are 22.5% and 52.9%, respectively, with a 10% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [7] - Current dividend yield stands at 3.36% [7] Ford Motor Co. (F) - Generated $187 billion in revenues in 2025, marking its fifth consecutive year of revenue growth, with the Ford Pro unit being a key growth driver [8][9] - Expected revenue and earnings growth rates for the current year are 0.3% and 39.5%, respectively, with a 3.4% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] - Current dividend yield is 4.33% [11] The Hershey Co. (HSY) - Focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [12] - Expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a 15.9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [14] - Current dividend yield is 2.62% [14] Rio Tinto Group (RIO) - An international mining company with interests in various minerals, including aluminum, copper, and iron ore, with operations in multiple countries [15] - Expected revenue and earnings growth rates for the current year are 10% and 19%, respectively, with a 9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] - Current dividend yield is 2.98% [16] BHP Group Ltd. (BHP) - Experienced a 1% dip in iron ore output, while copper production increased by 4% in the first quarter of fiscal 2026, projecting iron ore production of 258-269 million tons for fiscal 2026 [17][9] - Expected revenue and earnings growth rates for the current year are -4.1% and 29.1%, respectively, with a 0.4% improvement in the Zacks Consensus Estimate for earnings over the last seven days [19] - Current dividend yield is 3.18% [19]

Core Insights - Bandwidth Inc. reported modest fourth-quarter 2025 results, with revenues slightly exceeding estimates and adjusted earnings meeting expectations [1][3] Revenue Performance - Quarterly revenues decreased to $207.7 million from $210 million in the prior-year quarter, primarily due to lower messaging surcharges and the absence of political campaign revenues, although it beat the Zacks Consensus Estimate of $207.2 million [5][9] - For 2025, total revenues increased to $753.8 million from $748.5 million in 2024 [5] Income and Earnings - On a GAAP basis, the net loss for the quarter was $3 million or a loss of 10 cents per share, compared to a net loss of $1.8 million or a loss of 6 cents per share in the prior-year quarter [2] - Non-GAAP net income for the quarter was $11.5 million or 35 cents per share, slightly down from $11.6 million or 37 cents per share in the prior-year quarter, aligning with the Zacks Consensus Estimate [3] Gross Profit and Margins - Non-GAAP gross profit for the quarter was $86.3 million with a margin of 57%, compared to $83.4 million and a margin of 58% in the year-ago quarter [7] - For 2025, non-GAAP gross profit rose to $326 million from $307.9 million in 2024, with respective margins of 58% and 57% [7] Cash Flow and Liquidity - In the fourth quarter, cash generated from operations was $38.6 million, up from $36.5 million in the year-earlier quarter [8] - For 2025, cash from operating activities totaled $89.5 million compared to $83.9 million in 2024 [8] Future Outlook - For the first quarter of 2026, Bandwidth expects revenues between $200 million and $203 million, with adjusted EBITDA forecasted in the range of $21 million to $24 million [10] - For 2026, the company anticipates revenues between $864 million and $884 million, indicating approximately 16% year-over-year growth, and adjusted EBITDA expected to be between $117 million and $123 million [11]