Key Takeaways Seagate is accelerating HAMR drive shipments, topping 1.5M units in 2025.STX secured qualifications with all major U.S. cloud providers, with global approvals due by 2026.Seagate expects fiscal Q3 revenues of $2.9B ( /-$100M), up 34% at midpoint.In today’s digital era, data continues to grow at a staggering pace, driven by cloud computing, generative AI, video streaming and billions of connected devices. At the center of this explosion is the ongoing demand for high-capacity, cost-efficient st ...

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Core Insights - The artificial intelligence boom has created distinct investment opportunities, with Innodata (INOD) and BigBear.ai (BBAI) representing different approaches to capitalize on this trend [1][2]. Company Overview - Innodata has positioned itself as a high-growth data engineering partner for Big Tech and AI model builders, acting as a "picks and shovels" enabler of generative AI [2]. - BigBear.ai focuses on mission-ready AI solutions for defense and intelligence, recently expanding its capabilities through acquisitions [2]. Financial Performance - Innodata reported third-quarter revenues of $62.6 million, a 20% increase year over year, with adjusted EBITDA of $16.2 million, and anticipates 45% or more revenue growth in 2025 [7][10]. - In contrast, BigBear.ai's third-quarter revenue declined 20% year over year to $33.1 million, with a gross margin decrease to 22.4% [8][10]. Growth Potential - Innodata's revenue for the first nine months of 2025 reached $179.3 million, up 61% year over year, driven by demand for high-quality data [9]. - The company has a potential revenue pipeline of approximately $68 million from new contracts, positioning it well for future growth [11]. - BigBear.ai's recent acquisition of Ask Sage for $250 million aims to enhance its secure AI capabilities, although operational performance remains under pressure [14][17]. Valuation Metrics - Innodata trades at a forward price-to-sales ratio of 4.39X, while BigBear.ai trades at 9.95X, despite BigBear's weaker growth trajectory and negative EBITDA [10][18]. - Innodata's lower valuation multiple aligns with its profitable growth profile and clearer earnings visibility [18]. Earnings Outlook - The consensus estimate for Innodata's 2026 earnings per share is $1.12, indicating a 27.8% growth from 2025, with revenues expected to rise 25.9% [21]. - BigBear.ai is projected to narrow its loss to 25 cents per share in 2026, with revenues expected to grow 30.2% [22]. Investment Considerations - Both companies are positioned to benefit from expanding AI budgets, particularly in generative AI and federal deployments [23]. - However, Innodata is seen as having a clearer path to sustained profitability and diversified growth drivers, making it a more compelling investment opportunity at current levels [24][25].

Key Takeaways KROS is set to report Q4 results, with investors focused on pipeline progress over limited license revenues.Rinvatercept advanced in DMD with phase I data and orphan drug tag; phase II start planned for 2026.Takeda deal on elritercept triggered $10M milestone as phase III RENEW study dosed first patient.We expect investors to focus on pipeline updates when Keros Therapeutics (KROS) reports fourth-quarter results shortly. The Zacks Consensus Estimate for sales and loss per share is pegged at $6 ...

Core Viewpoint - Kratos Defense & Security Solutions (KTOS) is anticipated to report fourth-quarter 2025 results on February 23, with earnings expected to grow by 7.69% year-over-year and revenues projected to increase by 15.95% from the previous year [1][7]. Financial Estimates - The Zacks Consensus Estimate for earnings is set at 14 cents per share for Q4 2025, with a revenue estimate of $328.25 million [1][2]. - Year-over-year growth estimates for earnings and revenues are 7.69% and 15.95%, respectively [1][2]. - The earnings estimates for the current year (2025) and next year (2026) are $0.51 and $0.73 per share, indicating growth of 4.08% and 41.92% respectively [2]. Earnings Surprise History - Kratos has consistently beaten earnings estimates in the last four quarters, with an average surprise of 29.17% [3][4]. Growth Drivers - The company is expected to benefit from increased target drone production and expanded maintenance, repair, and overhaul (MRO) capacity [7][10]. - New facilities in the U.S. and Jerusalem are anticipated to enhance engine, microwave, and RF production, thereby improving efficiency and revenue [7][12][13]. Stock Performance - Over the past three months, KTOS stock has returned 30.9%, outperforming the industry growth of 16.1% [14]. - The stock is currently trading at a discount compared to its industry on a forward 12-month price-to-sales (P/S) basis [17]. Investment Thesis - Kratos is recognized as a leading provider of unmanned aerial target drones, with a strong reputation and technology that supports consistent contract wins and global expansion [20]. - The Valkyrie UAS is becoming a core platform in the U.S. Marine Corps' Collaborative Combat Aircraft program, enhancing cash flow visibility and long-term growth prospects [21]. Challenges - The company faces supply-chain challenges due to raw material shortages, which may impact operations [24].

Key Takeaways Reddit's Q4 2025 ARPU surged 42% YoY to $5.98, fueled by strong advertiser and user growth. RDDT added 121M daily users, up 19%, while active advertisers jumped 75% year over year. International revenue climbed 78%, with AI tools and automation expected to support ARPU growth. Reddit (RDDT) is benefiting from solid growth in Average Revenue Per User (ARPU).  In the fourth quarter of 2025, ARPU increased 42% year over year to $5.98, indicating that portfolio expansions are driving higher moneti ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongside ...