Core Insights - Arlo Technologies (ARLO) is set to report its fourth-quarter 2025 results on February 26, with expected revenues between $131 million and $141 million and non-GAAP earnings per share ranging from 13 cents to 19 cents [1][9] - The Zacks Consensus Estimate for fourth-quarter 2025 revenues is $135.56 million, indicating an 11.5% growth compared to the same quarter last year [1] - The consensus for earnings per share is 16 cents, reflecting a 60% year-over-year increase [2] Revenue and Earnings Expectations - Arlo Technologies anticipates a revenue range of $131 million to $141 million for Q4 2025, with earnings per share projected between 13 to 19 cents [1][9] - The Zacks Consensus Estimate for revenues stands at $135.56 million, suggesting an 11.5% increase from the previous year [1] Performance Drivers - The company's services-first strategy is expected to enhance annual recurring revenues, supported by high-margin subscription offerings like Arlo Secure [3] - A growing subscriber base and the adoption of AI-powered premium features are likely to boost Annual Recurring Revenue and operating leverage [3] - The Secure 6 platform, featuring advanced capabilities, is anticipated to improve customer engagement and conversion rates [4] Product Developments - Arlo Technologies has undergone its largest product refresh, introducing over 100 new SKUs across its camera lines, which has contributed to a 30% year-over-year unit sales growth in the third quarter [5] - The introduction of Pan-Tilt Zoom designs has reduced bill of materials (BOM) costs by 20-35% [5] Challenges - The global tariff environment is expected to negatively impact Arlo's performance, as reliance on overseas manufacturing may lead to increased import duties and higher product costs [6] - Tariff volatility is likely to constrain overall margin expansion in the upcoming quarter [6] Earnings Prediction Model - Current analysis indicates that Arlo Technologies does not have a strong prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [7]

Industry Overview - The global drone industry is experiencing significant growth, with a projected CAGR of 9.3% from 2026 to 2031, driven by adoption in commercial, government, and military sectors [1] - The integration of drones with AI, cloud computing, and edge processing is enhancing their adoption across various verticals [1] Ondas Inc. (ONDS) - Ondas's Ondas Autonomous Systems (OAS) is becoming a primary growth engine, benefiting from increased deployments of autonomous platforms and initial revenue from acquired businesses [3] - The company is focusing on strategic partnerships and compliance with U.S. production standards, which supports long-term growth, particularly in the C-UAS segment and ground robotics [4] - Ondas is actively pursuing M&A to enhance its portfolio, having acquired several companies, including Roboteam and Rotron Aero, to expand its capabilities [5] - Preliminary financial results for 2025 indicate expected revenues of $27 million to $29 million for Q4, a 51% increase from prior targets, with a backlog of $65.3 million, up 180% from previous estimates [6][10] - For 2026, Ondas raised its revenue outlook to $170-$180 million, a 25% increase from earlier projections, which includes contributions from recent acquisitions [7] - The company is investing heavily in infrastructure and team expansion, which may create short-term financial pressures despite strengthening its competitive position [9] Draganfly, Inc. (DPRO) - Draganfly is a Canadian drone solutions developer with a diverse product lineup, including military and public safety drones, and is expanding its U.S. capacity [11][12] - Recent contracts with the U.S. military, including a significant order for FPV drones, are key growth drivers for the company [12][13] - Draganfly's compliance with NDAA regulations provides a competitive advantage as the U.S. and NATO phase out non-compliant systems [14] - The company is collaborating with Drone Nerds to expand its customer reach and is in the process of establishing multiple manufacturing plants in the U.S. to significantly increase production capacity [15] - Draganfly achieved a 14.4% year-over-year revenue growth, supported by rising product sales, and has a strong cash position of $69.9 million with minimal debt [16][17] Financial Performance & Valuation - Over the past six months, ONDS and DPRO have seen stock gains of 110.1% and 84.8%, respectively [18] - ONDS has a forward price/sales ratio of 21.27X, significantly higher than DPRO's 2.44X, indicating a higher valuation relative to sales [20] - Analysts have revised earnings estimates down for ONDS by 3.6% over the past 60 days, while estimates for DPRO have been revised upwards [19][22] Investment Outlook - ONDS holds a Zacks Rank of 3 (Hold), while DPRO has a Zacks Rank of 2 (Buy), suggesting that DPRO is currently the more favorable investment option [23][24]

Key Takeaways CLH beat Q4 estimates with $1.62 EPS and $1.49B revenues, up 4.5% and 4.8% year over year, respectively.ES revenues rose 6.3%, while SKSS sales fell 3.6% due to base oil pricing headwinds.CLH guides 2026 adjusted EBITDA of $1.20B-$1.26B and GAAP net income of $410M-$461M.Clean Harbors, Inc. (CLH) reported better-than-expected fourth-quarter 2025 results, with both earnings and revenues beating the Zacks Consensus Estimate. However, the positive results did not affect investor sentiment as the ...

Key Takeaways Gold and silver jumped as fresh tariff threats and tensions revived safe-haven demand.First Majestic Silver delivered a record 15.4M oz output in 2025, up 84% year over year.New Gold generated over $530M in 2025 free cash flow while advancing key growth projects.Gold and silver delivered exceptional gains last year as investors rushed toward safe-haven assets amid growing economic and geopolitical uncertainty. That momentum carried into 2026, with spot gold briefly surging past $5,500 per ounc ...

Key Takeaways Netflix fell 8.1% since Q4 despite 17.6% revenue growth and EPS beating estimates.NFLX guided 12-14% 2026 revenue growth, with margin pressure from $275M acquisition costs.Netflix paused buybacks for the Warner Bros. deal as shares lag sector peers over six months.Netflix (NFLX) shares have lost 8.1% since the release of its fourth-quarter 2025 results in January 2026, leaving investors weighing whether the post-earnings sell-off represents a buying opportunity or a signal to wait for a more f ...

CSP Inc. (CSPI) operates in a fast-moving, highly competitive tech landscape where rapid innovation heightens both opportunity and risks. Its IT integration and VAR business faces pricing pressure from large national providers and OEMs, while its cybersecurity segment competes against well-funded global players.At the same time, macroeconomic and geopolitical uncertainties, including global conflicts, shifting trade policies, new U.S. tech tariffs, currency swings and supply-chain volatility, add complexity ...

Investors with an interest in Medical - Instruments stocks have likely encountered both Coloplast A/S Sponsored ADR (CLPBY) and Penumbra (PEN) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts a ...

Investors looking for stocks in the Automotive - Foreign sector might want to consider either Volkswagen AG Unsponsored ADR (VWAGY) or Byd Co., Ltd. (BYDDY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimat ...

Key Takeaways WULF is set to report Q4 2025 results with revenues seen rising 24.46% year over year.TeraWulf advanced its HPC pivot, expanding a 168 MW JV and securing major project financing.WULF likely maintained 7.2 EH/s hash rate, but wider losses and dilution may pressure results.TeraWulf (WULF) is slated to report fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $43.55 million, indicating an increase of 24.46% year over year.The consensus mar ...

Key Takeaways SMMT reported a wider Q4 loss of 29 cents per share, with no revenues recorded in 2025.Summit Therapeutics boosted R&D 117% to advance ivonescimab across late-stage NSCLC studies.SMMT's FDA-accepted BLA for ivonescimab in NSCLC faces a decision by Nov. 14, 2026.Summit Therapeutics (SMMT) reported fourth-quarter 2025 loss per share of 29 cents, wider than the Zacks Consensus Estimate of 22 cents. In the year-ago period, the company had incurred a loss of 8 cents per share.The reported loss incl ...