Southern Co. (SO) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this power company would post earnings of $1.5 per share when it actually produced earnings of $1.6, delivering a surprise of +6.67%.Over the last four quarters, the company ha ...

Core Insights - Arista Networks, Inc. (ANET) is enhancing its market position with a software-driven networking platform utilizing its Extensible Operating System (EOS) and CloudVision, which provide scalability, automation, and visibility for modern, AI-ready networks [1] Group 1: Product and Technology - Arista's EOS is a Linux-based network operating system featuring a modular architecture and shared state database, allowing for fault isolation, in-service software upgrades, and consistent operations across its switching portfolio [2] - The CloudVision platform serves as a centralized network management and automation tool, offering unified automation, telemetry, and lifecycle management across various environments, along with AI-driven insights through Autonomous Virtual Assist [3] - New features in the EOS Smart AI Suite, such as Cluster Load Balancing and NetDL Streamer, are designed to enhance low-latency performance and telemetry, positioning Arista to capitalize on the growing demand for smarter networking solutions [4][8] Group 2: Competitive Landscape - Arista faces competition from Cisco Systems, which is focusing on AI-powered networking software and expanding its cloud platform for unified network management [5] - Hewlett Packard Enterprise (HPE) is also enhancing its networking software through its Aruba platform, emphasizing cloud-based management and AI insights [6] Group 3: Financial Performance and Valuation - Arista's shares have increased by 35% over the past year, contrasting with a 17% decline in the industry [7] - The company trades at a forward price-to-sales ratio of 15.98, significantly higher than the industry average of 3.86 [10] - Earnings estimates for 2026 have risen by 0.61% to $3.32, while estimates for 2027 have increased by 0.76% to $3.96 [11]

Key Takeaways BIO posted Q4 adjusted EPS of $2.51, missing estimates as shares sank 12.3%. BIO revenues rose 3.8% to $693.2M, led by Clinical Diagnostics growth of 8.4%. BIO guided 2026 currency-neutral revenue growth of 0.5-1.5% with 12-12.5% margin outlook.Bio-Rad Laboratories, Inc. (BIO) posted fourth-quarter 2025 adjusted earnings per share (EPS) of $2.51, which missed the Zacks Consensus Estimate by 2.3%. The bottom line decreased 13.4% from the prior-year quarter’s level.The quarter’s adjustments prim ...

Core Insights - Nebius Group N.V. (NBIS) aims for an annualized run rate (ARR) revenue of $7 billion to $9 billion by the end of 2026, with expected revenue for 2026 between $3 billion and $3.4 billion [1] Financial Performance - In 2025, Nebius exceeded its ARR guidance, achieving over $1.2 billion, driven by strong demand from large accounts, hyperscalers, and AI-native start-ups [2] - The company anticipates a pipeline growth exceeding $4 billion in the first quarter of 2026, with new customer contract durations increasing by 50% [2] Strategic Partnerships - Nebius delivered the first tranche of its Microsoft commitment on schedule in November, with full annual run rate revenue from Microsoft expected to begin in 2027 [3] Growth Drivers - The growth of Nebius is fueled by the expansion of its AI cloud platform through organic development and acquisitions, including the launch of Token Factory and Aether, and the acquisition of Tavily [4] - The company has announced nine new data centers and secured over 2 gigawatts of contracted power, with expectations to surpass 3 gigawatts [5] Competitive Landscape - Nebius faces intense competition from hyperscalers and specialized AI infrastructure providers, making disciplined execution and differentiated platform capabilities critical for long-term growth [6] Market Position - Nebius shares have gained 50.8% in the past six months, contrasting with a 9.9% decline in the Internet – Software and Services industry [11] - The company's shares are trading at a price/book ratio of 5.56X, higher than the industry average of 3.41X [12]

Core Insights - Barrick Mining Corporation's fourth-quarter profits more than doubled year over year due to higher gold prices, but increased unit costs negatively impacted results [1][7] - The company's total cash costs per ounce of gold rose approximately 15% year over year, while all-in-sustaining costs (AISC) increased around 9% year over year [1][7] - Barrick's consolidated gold production fell roughly 19% year over year to 871,000 ounces in the fourth quarter, contributing to higher unit costs [2][7] Cost Metrics - AISC for Barrick in the fourth quarter was $1,581, reflecting a 10% year-over-year increase to $1,637 in 2025 [1][3] - For 2026, Barrick projects AISC to be in the range of $1,760-$1,950 per ounce, indicating a significant year-over-year increase at the midpoint [3] - Cash costs per ounce are forecasted to be $1,330-$1,470, up from $1,199 in 2025 [3] Industry Comparison - Agnico Eagle Mines Limited reported an AISC of $1,517 per ounce in the fourth quarter, marking a 10% increase from the prior quarter and a 15% year-over-year rise [4] - Kinross Gold Corporation's fourth-quarter attributable AISC was $1,825 per ounce, a 21% increase from the prior-year quarter [5] Stock Performance and Valuation - Barrick's shares have increased by 101.1% over the past six months, outperforming the Zacks Mining – Gold industry's rise of 73.2% [6] - The company is currently trading at a forward 12-month earnings multiple of 13.13, which is a 3.9% discount compared to the industry average of 13.67X [8] Earnings Estimates - The Zacks Consensus Estimate for Barrick's 2026 earnings implies a year-over-year increase of 48.8%, with a 15.3% increase projected for 2027 [9]

Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.96%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.2, delivering a surprise of -20%.Over the last four quarters, the company has sur ...

Core Insights - The Progressive Corporation (PGR) reported earnings per share of $1.98 for January 2026, reflecting a 4% year-over-year increase driven by higher revenues and investment income, despite rising expenses [1][7] Financial Performance - Total revenues for Progressive reached $7.5 billion, marking a 5.3% increase year over year, attributed to a 5% rise in premiums and a 16% increase in investment income [3][7] - Net premiums written were $6.7 billion, up 4% from $6.5 billion in the same month last year, while net premiums earned rose 5% to approximately $6.9 billion [2] - The combined ratio deteriorated by 30 basis points year over year to 84.4, indicating a slight increase in claims and expenses relative to premiums [2] Policy Growth - Policies in force (PIF) in the Vehicle business increased significantly, with Personal Auto segment policies rising 10% to 37.6 million and Direct Auto policies improving 14% to 16.1 million [4] - The Property business also saw growth, with 3.6 million policies in force, up 3% year over year [5] Investment Metrics - The book value per share increased by 16.4% to $53.24 as of January 31, 2026, compared to $45.75 a year earlier [5] - The return on equity for the trailing 12 months was 38.9%, up 130 basis points from 37.6% in January 2025 [5] - The debt-to-total-capital ratio improved by 230 basis points year over year to 18.1 as of January 31, 2026 [5] Market Performance - Progressive shares have experienced a decline of 24.6% over the past year, contrasting with the industry's growth of 3.5% [6]

Core Insights - Appian (APPN) reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, compared to break-even earnings per share a year ago, representing an earnings surprise of +59.57% [1] - The company achieved revenues of $202.87 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.28% and showing a year-over-year increase from $166.68 million [2] - Appian has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The sustainability of Appian's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $186.08 million, and for the current fiscal year, it is $0.80 on revenues of $794.58 million [7] Industry Context - The Internet - Software industry, to which Appian belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Appian's stock performance [5]

分组1 - Bandwidth reported quarterly earnings of $0.35 per share, matching the Zacks Consensus Estimate, but down from $0.37 per share a year ago, resulting in an earnings surprise of -0.71% [1] - The company posted revenues of $207.67 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.24%, but down from $209.97 million year-over-year [2] - Bandwidth shares have declined approximately 15.9% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] 分组2 - The earnings outlook for Bandwidth is uncertain, with current consensus EPS estimates at $0.34 for the coming quarter and $1.90 for the current fiscal year, with revenues expected to be $189.15 million and $840.33 million respectively [7] - The Communication - Infrastructure industry, to which Bandwidth belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

Core Insights - Exact Sciences Corporation (EXAS) reported a net loss of 21 cents per share in Q4 2025, which is higher than the loss of 6 cents in the same quarter last year, aligning with the Zacks Consensus Estimate [1] - For the full year 2025, earnings per share were 7 cents, a significant improvement from the loss of 23 cents in the previous year [1] EXAS Revenues - Q4 consolidated revenues reached $878.4 million, reflecting a 23.1% increase on a reported basis and 23% on a core revenue basis, surpassing the Zacks Consensus Estimate by 2.1% [2] - Full-year 2025 consolidated revenues totaled $3.25 billion, marking a 17.7% increase on a reported basis and 18% on a core revenue basis [2] - Following the earnings announcement, EXAS shares saw a slight increase of 0.07% [2] EXAS Q4 Segments in Detail - Screening revenues, which include laboratory service revenues from Cologuard and PreventionGenetics, amounted to $695.1 million, up 26% year over year [3] - Precision Oncology revenues, including laboratory service revenues from global Oncotype products and therapy selection products, were $183.2 million, reflecting a 14% year-over-year increase and 12% on a core basis [3] EXAS' Margins - Gross profit increased by 25% year over year to $615.8 million, with gross margin expanding by 106 basis points to 70.1% [4] - Research and development expenses rose by 96% year over year to $191.5 million, while sales and marketing expenses increased by 18% to $288.5 million [4] - General and administrative expenses grew by 14.1% year over year to $218 million [4] EXAS' Financial Update - At the end of Q4 2025, Exact Sciences had cash and cash equivalents and marketable securities totaling $964.7 million, down from $1.04 billion at the end of Q4 2024 [6] - Cumulative net cash provided by operating activities was $491.4 million, compared to $210.5 million in the previous year [6] Notable Developments - In Q4, Exact Sciences announced the first clinical study results from its Oncodetect molecular residual disease test in breast cancer, which showed favorable outcomes [10] - The company also reported pivotal clinical validation results from the ALTUS study during the quarter [10] - On November 19, 2025, Exact Sciences entered into a merger agreement with Abbott Laboratories, aiming for a close in Q2 2026, pending regulatory approvals [11]