Key Takeaways GLW has surged 154.5% in a year and trades at a lower forward price/sales ratio than OLED.GLW's 2026 sales and EPS are projected to rise 10.4% and 21.8%, with estimates trending upward.Universal Display holds 6,500 patents, but 2025 sales and EPS growth are forecast at just 0.5% and 0.2%.Corning Incorporated (GLW) and Universal Display Corporation (OLED) are key technology firms focusing on advanced display technologies. Corning is a leading innovator in the glass substrate industry. In additi ...

Key Takeaways Rising geopolitical tensions lifted oil prices, which should boost energy and exploration ETFs.Oil-exporting markets like Norway may benefit from stronger crude prices and improved revenues.Higher oil costs could hurt retailers, airlines and oil-importing economies like India.Oil prices jumped more than 4% on Feb. 18, 2026 after U.S. Vice President JD Vance said Iran failed to meet key American demands during recent nuclear negotiations and warned that military action remains an option if dipl ...

Expro Group Holdings (XPRO) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this oil and gas pipe provider would post earnings of $0.23 per share when it actually produced earnings of $0.24, delivering a surprise of +4.35%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Expr ...

Core Insights - DoorDash (DASH) reported Q4 2025 earnings of 48 cents per share, up from 33 cents year-over-year, but missed the Zacks Consensus Estimate by 17.24% [1] - Revenues increased by 38% year-over-year to $3.96 billion, slightly missing the consensus mark by 0.37% [1] - Following the earnings report, DoorDash shares rose by 6.8% [1] Q4 Performance Details - Total orders in Q4 2025 increased by 32% year-over-year to 903 million, surpassing the Zacks Consensus Estimate by 1.69% [2] - Growth in total orders was attributed to an increase in consumers, average consumer engagement, and the acquisition of Deliveroo [2] Financial Metrics - Marketplace Gross Order Value (GOV) rose by 39% year-over-year to $29.7 billion, exceeding the consensus estimate by 1.64% [3] - Adjusted gross profit reached $2.08 billion, a 41.4% increase year-over-year, with adjusted gross margin expanding by 140 basis points to 52.6% [3] - Contribution margin improved to 35.5% from 33.7% in the previous year [3] Expense Overview - Adjusted sales and marketing expenses increased by 34.1% year-over-year to $676 million [4] - Adjusted research and development expenses rose by 65.1% year-over-year to $274 million [4] - Adjusted general and administrative expenses surged by 48.7% year-over-year to $351 million [4] - Adjusted EBITDA was $780 million, reflecting a 38% year-over-year increase, with an EBITDA margin remaining flat at 19.7% [4] Balance Sheet and Cash Flow - As of December 31, 2025, DoorDash had $5.78 billion in cash and equivalents, down from $8.32 billion as of September 30, 2025 [5] - Cash flow from operations was $421 million in Q4, compared to $871 million in the prior quarter [5] - Free cash flow decreased to $254 million from $723 million in the previous quarter [5] Guidance for Future Quarters - For Q1 2026, DoorDash expects Marketplace GOV to be between $31.0 billion and $31.8 billion [6] - Adjusted EBITDA is anticipated to range from $675 million to $775 million [6] - For the full year 2026, stock-based compensation expense is projected to be between $1.3 billion and $1.4 billion, with depreciation and amortization expenses expected to be between $1.1 billion and $1.2 billion [6] Stock Ranking - DoorDash currently holds a Zacks Rank of 3 (Hold) [7]

Core Viewpoint - Americold Realty Trust Inc. reported quarterly funds from operations (FFO) of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and showing a year-over-year increase from $0.37 per share [1] Group 1: Financial Performance - The company posted revenues of $658.45 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, and down from $666.43 million a year ago [2] - Over the last four quarters, Americold Realty Trust has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Americold Realty Trust shares have declined approximately 6.7% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus FFO estimate for the upcoming quarter is $0.29 on revenues of $631.51 million, and for the current fiscal year, it is $1.24 on revenues of $2.63 billion [7] Group 3: Industry Context - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 32% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Core Viewpoint - FMC Technologies reported quarterly earnings of $0.7 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and showing an increase from $0.54 per share a year ago [1] Earnings Performance - The earnings surprise for the quarter was +36.77%, with a previous quarter surprise of +15.38% when actual earnings were $0.75 compared to an expected $0.65 [2] - Over the last four quarters, FMC Technologies has surpassed consensus EPS estimates three times [2] Revenue Performance - The company reported revenues of $2.52 billion for the quarter, which was 1.17% below the Zacks Consensus Estimate, but an increase from $2.37 billion year-over-year [3] - FMC Technologies has topped consensus revenue estimates two times over the last four quarters [3] Stock Performance - Shares of FMC Technologies have increased approximately 39.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of $0.53 for the coming quarter and $2.74 for the current fiscal year, with revenues expected to be $2.52 billion and $10.64 billion respectively [5][8] - The Zacks Rank for FMC Technologies is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [7] Industry Context - The Oil and Gas - Field Services industry, to which FMC Technologies belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Key Takeaways PANW to acquire Koi to address security gaps from AI agents, plugins and scripts on endpoints.Palo Alto Networks will integrate Koi into Prisma AIRS and Cortex XDR to boost AI activity visibility.PANW sees the deal supporting long-term growth as enterprise AI adoption expands.Palo Alto Networks (PANW) recently announced its intent to acquire Koi, a company focused on Agentic Endpoint Security. Nowadays, new security risks are created by AI agents, tools, plugins and scripts that operate direct ...

Key Takeaways Pure Storage's flash portfolio is driving revenue growth and expanding product gross margins.PSTG posted 72.9% non-GAAP product gross margin, up on strong FlashArray and hyperscaler sales.Pure Storage raised FY26 revenue outlook to $3.63-$3.64B on sustained AI and cloud demand.In a world where data is growing exponentially, fueled by AI, cloud adoption, real-time analytics and digital transformation, storage systems have become critical infrastructure. While legacy HDDs once dominated data cen ...

Core Insights - Navitas Semiconductor (NVTS) is set to report its fourth-quarter 2025 results on February 24, 2026, with anticipated revenues of approximately $7 million, indicating a year-over-year decline of 61.9% compared to the previous year [1][2] - The consensus estimate for loss is pegged at 5 cents per share, unchanged over the past 60 days, while NVTS reported a loss of 6 cents per share in the same quarter last year [2] Financial Performance - NVTS has matched the Zacks Consensus Estimate for bottom-line results in each of the last four quarters [3] - The company has an Earnings ESP of 0.00% and currently holds a Zacks Rank 3 (Hold) [4][5] Market Position and Strategy - Navitas Semiconductor is focusing on high-power markets, including AI data centers and industrial electrification, leveraging its GaN and SiC technologies [6][7] - The company is part of NVIDIA's new 800-volt AI factory ecosystem, which requires advanced power electronics, creating opportunities for NVTS [8][10] Challenges and Risks - The company is facing near-term challenges in its China business, including tariff risks and a decision to exit its low-margin mobile business, which may negatively impact financial performance [11][21] - Despite these challenges, NVTS has seen a significant stock price increase of 259.4% over the past year, outperforming the Zacks Electronics - Semiconductors industry growth of 52.4% [12] Valuation Metrics - NVTS trades at a forward price-to-sales (P/S) ratio of 45.25X, significantly higher than the industry average of 8.2X and compared to peers like Lam Research and Applied Materials [16][19] Long-term Outlook - The company is well-positioned to benefit from the growth in AI and data center markets, with its GaN and SiC products playing a crucial role in NVIDIA's new power setup [20][22] - Management anticipates some softer quarters before new projects begin to generate higher revenues, indicating a cautious but optimistic long-term outlook [21][22]

Core Insights - Artificial intelligence is a compelling long-term investment theme, with SoundHound AI and C3.ai representing distinct approaches within the AI sector [1][2] Company Performance - SoundHound has positioned itself as a leader in voice-enabled AI across various sectors, while C3.ai focuses on enterprise AI applications [2] - Over the past six months, SoundHound's stock has decreased by 39.4%, and C3.ai's stock has fallen by 37.5%, both underperforming the Zacks Computers – IT Services industry, which declined by 18.6% [4] - SoundHound reported a 68% year-over-year revenue growth in Q3, with revenues reaching $42 million, while C3.ai's total revenues for the fiscal second quarter were $75.1 million, with subscription revenue making up 93% of total revenue [10][14] Valuation and Financial Metrics - SoundHound trades at a forward price-to-sales ratio of 13.26X, in line with the industry average, while C3.ai trades at a significantly lower 4.59X, indicating a steep discount [8] - SoundHound is narrowing its projected losses, with a consensus estimate for a loss per share of 6 cents in 2026, while C3.ai faces deeper expected losses with a projected loss of $1.21 per share [13][18] Growth and Strategic Initiatives - SoundHound is expanding its voice commerce capabilities and has partnerships with companies like Parkopedia and OpenTable to enhance monetization [12] - C3.ai has shown strong federal bookings growth, with a 49% sequential increase in bookings and an 89% year-over-year growth in federal bookings, indicating strong momentum in government sectors [15] Investment Outlook - SoundHound's growth trajectory and expanding monetization ecosystem suggest better upside potential compared to C3.ai, which is facing revenue contraction and deeper losses [20][21]