Core Insights - Equinox Gold Corp. (EQX) is expected to release its fourth-quarter 2025 results on February 18, with a history of mixed earnings surprises, having beaten estimates in two of the last four quarters and missed in two, averaging an earnings surprise of approximately 86.6% over the trailing four quarters [1][10] Group 1: Performance Metrics - EQX's shares have increased by 125.7% over the past year, while the Zacks Mining – Gold industry has seen a rise of 140% [2] - The company reported record gold production of 922,827 ounces for the full year 2025, indicating strong operational performance [5] - For the fourth quarter, gold production reached a record 247,024 ounces, including contributions from Greenstone (72,091 ounces) and Valentine (23,207 ounces) [6][8] Group 2: Market Factors - Higher gold prices are anticipated to have positively impacted EQX's profitability, with prices closing nearly 13% higher in the fourth quarter and surging approximately 65% throughout 2025 due to increased safe-haven demand amid global trade tensions and geopolitical issues [4] - Operational improvements at Greenstone and Valentine are expected to have contributed to the strong production figures, with Greenstone showing enhanced mining and milling rates [9]

Core Insights - Kinross Gold Corporation (KGC) shares have increased by 38.1% over the past three months, outperforming the Zacks Mining – Gold industry's growth of 36.1% and the S&P 500's rise of 3% [1][6] - The surge in KGC's stock price is attributed to strong earnings, higher gold prices, and solid operational performance across its mining assets [6] Price Performance - KGC has been trading above the 200-day simple moving average (SMA) since March 6, 2024, indicating a bullish trend [4] - The stock is also above its 50-day SMA, which is higher than the 200-day moving average [4] Development Projects - Kinross is advancing three organic growth projects in the U.S. aimed at extending mine life and optimizing costs, including Round Mountain Phase X, Bald Mountain Redbird 2, and Kettle River–Curlew [10] - These projects are expected to contribute 3 million ounces of life-of-mine production, with a combined Internal Rate of Return (IRR) of 55% and a post-tax Net Present Value (NPV) of $4.1 billion [11] Financial Health - KGC has a strong liquidity position, generating substantial cash flows to finance development projects and pay down debt [13] - The company reactivated its share buyback program in April 2025, returning over $750 million to shareholders through dividends and buybacks [13] - As of September 30, 2025, KGC had $1.6 billion in available credit and no debt maturities until 2033 [14] Gold Prices Impact - Gold prices surged by 65% in 2025, driven by aggressive trade policies and central bank purchases, which are expected to boost KGC's profitability [16][18] - Despite a recent pullback, gold prices remain elevated, currently around $5,000 per ounce [17] Production Costs - KGC faced a 17% year-over-year increase in production cost of sales per ounce to $1,145, with all-in-sustaining costs (AISC) rising nearly 20% to $1,622 per gold equivalent ounce sold [19] - The company anticipates an AISC of $1,500 per ounce for 2025, indicating continued inflationary pressure [19] Analyst Sentiment - Earnings estimates for KGC have been rising, with the Zacks Consensus Estimate for 2025 earnings at $1.69, reflecting a year-over-year growth of 148.5% [20] - Analysts expect earnings to grow approximately 52.9% in 2026 [20] Valuation - KGC is currently trading at a forward 12-month earnings multiple of 13.39, which is a 4.7% discount to the peer group average of 14.05 [24] - The company has a Value Score of B, indicating a favorable valuation compared to its peers [24] Investment Considerations - KGC's strong pipeline of development projects and solid financial health, along with rising earnings estimates, present positive investment opportunities [25] - However, higher production costs may pose challenges, suggesting a cautious approach for investors [25]

Watsco (WSO) came out with quarterly earnings of $1.68 per share, missing the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $2.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.33%. A quarter ago, it was expected that this heating and cooling company would post earnings of $4.21 per share when it actually produced earnings of $3.98, delivering a surprise of -5.46%.Over the last four quarters, t ...

Hillman Solutions Corp. (HLMN) came out with quarterly earnings of $0.1 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.26%. A quarter ago, it was expected that this company would post earnings of $0.18 per share when it actually produced earnings of $0.22, delivering a surprise of +22.22%.Over the last four quarters, the company has su ...

Heightened uncertainty over global macroeconomic conditions and volatile supply-chain dynamics, amid ongoing tariff troubles, continues to be concerning for the participants of the Zacks Computer - Networking industry in the near-term. Fierce competition is an overhang on pricing power and margin expansion. Over the long term, participants are expected to receive a boost from momentum in cloud computing, network security, big data and cloud storage, as well as next-gen connectivity, amid the rapid adoption ...

Ceragon Networks (CRNT) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this provider of wireless backhaul services would post earnings of $0.04 per share when it actually produced earnings of $0.02, delivering a surprise of -50%.Over the l ...

Core Viewpoint - Expeditors International of Washington (EXPD) is expected to report a decline in earnings per share (EPS) and revenues for the fourth quarter of 2025, with the Zacks Consensus Estimate indicating a year-over-year decrease of 13.1% in EPS and a 5.4% contraction in revenues [1][2][7]. Financial Performance Expectations - The earnings per share for the upcoming quarter is estimated at $1.46, while revenues are projected to be $2.8 billion [1][2]. - For the full year 2025, the revenue estimate stands at $11.01 billion, reflecting a 3.9% year-over-year increase, and the EPS estimate is $5.92, indicating a 3.5% increase year-over-year [2][3]. Segment Performance Insights - The airfreight services segment is expected to perform well, with revenues estimated at $1.04 billion, surpassing the previous quarter's figures, driven by growth in airfreight tonnage from North and South Asia [6][7]. - Customs brokerage and other services revenues are projected to reach $1.07 billion, marking a 9% increase from the same quarter in 2024 [8]. - Conversely, the ocean freight segment is anticipated to underperform, with revenues estimated at $688 million, reflecting a decline due to oversupply and weak demand in U.S.-China trade [8][9]. Market Conditions and Challenges - The company faces challenges from significant exposure to China, with weakening demand on trans-Pacific routes impacting results [9]. - The overall transportation industry is experiencing pressures from oversupply in ocean freight, which is contributing to downward pressure on rates [8][9]. Historical Performance - In the previous four quarters, Expeditors has consistently beaten earnings estimates, with an average surprise of 13.9% [4]. - The most recent third-quarter results showed earnings of $1.64 per share, exceeding the consensus estimate of $1.40, although total revenues decreased by 4% year-over-year [10].

分组1 - Ceva reported quarterly earnings of $0.18 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.11 per share a year ago, with an earnings surprise of -1.80% [1] - The company posted revenues of $31.29 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.80%, and up from $29.22 million year-over-year [2] - Ceva has surpassed consensus EPS estimates two times and revenue estimates three times over the last four quarters [2] 分组2 - The stock has increased approximately 5.3% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $28.58 million, and for the current fiscal year, it is $0.57 on revenues of $121.86 million [7] - The Zacks Industry Rank for Internet - Software is in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Shutterstock (SSTK) came out with quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.19%. A quarter ago, it was expected that this online marketplace for royalty-free images and videos would post earnings of $1.47 per share when it actually produced earnings of $0.99, delivering a surprise of -32. ...

Valmont Industries (VMI) came out with quarterly earnings of $4.92 per share, missing the Zacks Consensus Estimate of $4.95 per share. This compares to earnings of $3.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.54%. A quarter ago, it was expected that this infrastructure equipment maker would post earnings of $4.64 per share when it actually produced earnings of $4.98, delivering a surprise of +7.33%.Over the last fo ...