分组1 - BrightSpire (BRSP) reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.16 per share, and down from $0.18 per share a year ago, representing an earnings surprise of -4.28% [1] - Colony Credit posted revenues of $17.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.76%, and showing a slight increase from year-ago revenues of $17.46 million [2] - The stock of Colony Credit has increased by approximately 2.3% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for Colony Credit is crucial for investors, with current consensus EPS estimates at $0.17 for the coming quarter and $0.68 for the current fiscal year, alongside revenues of $17.85 million and $75.25 million respectively [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust sector is currently in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - Adamas Trust, another stock in the same industry, is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year increase of +154.6%, with revenues anticipated to be $42.4 million, up 58.7% from the previous year [9][10]

Core Insights - Republic Services reported revenue of $4.14 billion for the quarter ended December 2025, reflecting a 2.2% increase year-over-year, while EPS rose to $1.76 from $1.58 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $4.21 billion, resulting in a surprise of -1.76%, whereas the EPS exceeded expectations by 8.74% against a consensus estimate of $1.62 [1] Revenue Breakdown - Environmental solutions revenue was $422 million, below the average estimate of $438.21 million, marking a year-over-year decline of 12.5% [4] - Recycling & Waste revenue reached $3.71 billion, slightly below the estimated $3.78 billion [4] - Total Collection revenue was $2.83 billion, compared to an estimate of $2.87 billion, showing a year-over-year increase of 3.9% [4] - Small-container Collection revenue matched estimates at $1.29 billion, with a year-over-year increase of 5.4% [4] - Large-container Collection revenue was $768 million, below the estimated $791.85 million, reflecting a year-over-year increase of 2.8% [4] - Residential Collection revenue was $761 million, slightly below the estimate of $768.99 million, with a year-over-year increase of 2.4% [4] - Transfer revenue was $457 million, below the average estimate of $470.21 million, with a year-over-year increase of 2.7% [4] - Landfill revenue was $781 million, below the estimated $803.64 million, showing a year-over-year increase of 4.6% [4] - Other non-core revenue was $95 million, slightly below the estimate of $96.67 million, with a year-over-year increase of 4.4% [4] - Recycling processing and commodity sales revenue was $105 million, exceeding the estimate of $99.67 million, with a year-over-year increase of 6.1% [4] - Environmental solutions revenue was $435 million, below the average estimate of $465.3 million, marking a year-over-year decline of 12.8% [4] Stock Performance - Shares of Republic Services have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite, which declined by -1.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

分组1 - TPG RE Finance Trust reported quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.27 per share, and showing an increase from $0.1 per share a year ago, resulting in an earnings surprise of -10.01% [1] - The company posted revenues of $35.04 million for the quarter, missing the Zacks Consensus Estimate by 8.42%, and showing a slight increase from $34.74 million year-over-year [2] - TPG RE Finance Trust has not surpassed consensus EPS estimates over the last four quarters, indicating a trend of underperformance [2] 分组2 - The stock has added about 2.8% since the beginning of the year, outperforming the S&P 500, which has declined by 0.1% [3] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $39.34 million, and for the current fiscal year, it is $1.15 on revenues of $160.35 million [7] - The Zacks Industry Rank for Real Estate - Operations is in the bottom 36% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Core Insights - Palo Alto Networks (PANW) reported revenue of $2.59 billion for the quarter ended January 2026, reflecting a year-over-year increase of 14.9% [1] - The company's earnings per share (EPS) was $1.03, up from $0.81 in the same quarter last year, exceeding the consensus EPS estimate of $0.93 by 10.67% [1] - The reported revenue slightly surpassed the Zacks Consensus Estimate of $2.58 billion, resulting in a revenue surprise of +0.5% [1] Financial Performance Metrics - Remaining Performance Obligation (RPO) stood at $16.00 billion, exceeding the average estimate of $15.81 billion from seven analysts [4] - Product revenue was reported at $514 million, surpassing the average estimate of $493.76 million based on 13 analysts, marking a year-over-year increase of +22% [4] - Subscription and support revenue reached $2.08 billion, slightly below the average estimate of $2.09 billion, with a year-over-year growth of +13.3% [4] - Subscription revenue was $1.4 billion, close to the average estimate of $1.41 billion, reflecting a year-over-year increase of +13.9% [4] - Support revenue was $676 million, marginally below the average estimate of $677.57 million, with a year-over-year change of +12.2% [4] Profitability Metrics - Non-GAAP product gross profit was $402 million, exceeding the average estimate of $387.92 million from 10 analysts [4] - Non-GAAP subscription and support gross profit was reported at $1.57 billion, slightly below the average estimate of $1.59 billion [4] - GAAP product gross profit was $399 million, surpassing the average estimate of $386.91 million from two analysts [4] - GAAP subscription and support gross profit was $1.51 billion, compared to the average estimate of $1.54 billion from two analysts [4] Stock Performance - Over the past month, shares of Palo Alto Networks have returned -11%, while the Zacks S&P 500 composite has changed by -1.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

分组1 - Kenvue reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.22 per share, and showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of +22.06% [1] - The company achieved revenues of $3.78 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.86% and increasing from $3.66 billion year-over-year [2] - Kenvue has outperformed the S&P 500, with shares rising about 8.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $3.87 billion, and for the current fiscal year, it is $1.09 on revenues of $15.52 billion [7] - The Consumer Products - Staples industry, to which Kenvue belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Glaukos (GKOS) reported $143.12 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 35.7%. EPS of -$0.28 for the same period compares to -$0.40 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $142.93 million, representing a surprise of +0.13%. The company delivered an EPS surprise of -26.47%, with the consensus EPS estimate being -$0.22.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Core Insights - Expand Energy (EXE) reported a revenue of $2.31 billion for Q4 2025, marking a year-over-year increase of 44.5% and exceeding the Zacks Consensus Estimate by 2.56% [1] - The company's EPS for the same quarter was $2.00, significantly up from $0.55 a year ago, and also surpassed the consensus EPS estimate of $1.89 by 5.82% [1] Financial Performance - Total Daily Production of Natural Gas was 6,824 million cubic feet per day, exceeding the average estimate of 6,710.5 million cubic feet per day [4] - Total Daily Production of Oil was 16 million barrels per day, slightly below the estimated 16.72 million barrels per day [4] - Total Daily Production of NGL was 80 million barrels per day, also below the average estimate of 83.74 million barrels per day [4] - Average Sales Price for NGL was $23.48 per barrel, higher than the estimated $22.77 per barrel [4] - Average Sales Price for Natural Gas was $3.28 per thousand cubic feet, above the estimated $3.21 per thousand cubic feet [4] - Average Sales Price for Oil was $47.97 per barrel, slightly lower than the estimated $48.56 per barrel [4] - Total Daily Production across all categories was 7,400 million cubic feet per day, exceeding the estimate of 7,287.78 million cubic feet per day [4] - Revenues from Natural Gas, Oil, and NGL totaled $2.31 billion, surpassing the three-analyst average estimate of $2.25 billion [4] - Revenues from Marketing reached $799 million, significantly above the two-analyst average estimate of $685.81 million [4] Stock Performance - Shares of Expand Energy have returned +4.2% over the past month, contrasting with the Zacks S&P 500 composite's -1.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Company Performance - HP's stock closed at $18.49, reflecting a -4% change from the previous day's closing price, underperforming the S&P 500's 0.1% gain [1] - Over the past month, HP shares have decreased by 5.45%, compared to a 4.05% loss in the Computer and Technology sector and a 1.43% loss in the S&P 500 [1] Upcoming Earnings - HP is set to release its earnings report on February 24, 2026, with an expected EPS of $0.77, indicating a 4.05% growth year-over-year [2] - The consensus estimate for revenue is $14.06 billion, representing a 4.13% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of $2.97 per share and revenue of $55.16 billion, reflecting changes of -4.81% and -0.25% respectively from the previous year [3] Analyst Estimates - Recent changes in analyst estimates for HP are crucial as they indicate shifts in near-term business trends, with positive revisions suggesting optimism about the business outlook [4] Zacks Rank and Valuation - HP currently holds a Zacks Rank of 4 (Sell), with the consensus EPS estimate having decreased by 0.79% over the past month [6] - The Forward P/E ratio for HP is 6.48, which is lower than the industry average of 10.53 [7] - HP has a PEG ratio of 0.3, compared to the industry average PEG ratio of 0.84 [8] Industry Context - The Computer - Micro Computers industry, to which HP belongs, ranks in the bottom 7% of all industries, with a Zacks Industry Rank of 230 [9]

Hyster-Yale (HY) closed the most recent trading day at $39.96, moving +1.24% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.1%. Meanwhile, the Dow experienced a rise of 0.07%, and the technology-dominated Nasdaq saw an increase of 0.14%. Coming into today, shares of the maker of lift trucks and aftermarket parts had gained 16.64% in the past month. In that same time, the Industrial Products sector gained 9.49%, while the S&P 500 lost 1.43%. The upcoming ear ...

NetApp (NTAP) closed the most recent trading day at $101.07, moving -1.32% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.1%. Elsewhere, the Dow gained 0.07%, while the tech-heavy Nasdaq added 0.14%. Coming into today, shares of the data storage company had lost 1.37% in the past month. In that same time, the Computer and Technology sector lost 4.05%, while the S&P 500 lost 1.43%. The investment community will be closely monitoring the performance of NetApp ...