Key Takeaways CAR posted Q4 adjusted loss of $6.53 per share as revenues fell 1.7% to $2.66B.Americas revenues dropped 3.6%, while International revenues rose 5.2% year over year.CAR 2026 EBITDA is projected to be in the range of $800M-$1B and fleet costs between $320 and $330 per unit.Avis Budget Group (CAR) reported unimpressive fourth-quarter 2025 results, with both earnings and revenues significantly missing the Zacks Consensus Estimate.The stock has plummeted 21.8% since the release of results on Feb. ...

Key Takeaways VLY's 2025 revenues climbed to $2.03B, lifted by strong NII and fee income growth.Valley National saw NIM rebound in 2025 on lower funding costs and deposit growth.VLY projects 11-13% NII growth in 2026, with 4-6% loan growth and margin expansion.Valley National Bancorp (VLY) reported a 9.3% year-over-year increase in 2025 total revenues to $2.03 billion. The growth was primarily driven by a substantial increase in net interest income (NII), supported by higher average loan balances and a nota ...

Key Takeaways SM Energy to sell South Texas assets for $950M in cash, with deal closure expected in 2Q26.SM plans to use proceeds to reduce debt and strengthen its balance sheet.Assets for sale include 61,000 net acres and 260 wells, with 2026 output expected to be 37-39 Mboe/d.SM Energy Company (SM) struck a deal to sell certain South Texas assets for $950 million in cash to Caturus Energy, LLC. The cash transaction, subject to customary closing adjustments, has an effective date of Feb. 1, 2026, and is ex ...

Core Insights - Astera Labs (ALAB) and KLA Corporation (KLAC) are significant players in the semiconductor industry, with ALAB focusing on high-speed connectivity solutions for AI-driven data centers and KLAC providing advanced process control and inspection solutions for semiconductor manufacturing [1][2]. Semiconductor Market Growth - The global semiconductor market size was $598.06 billion in 2025 and is projected to grow to $1,477.06 billion by 2034, reflecting a CAGR of 10.60% from 2026 to 2034 [2]. Astera Labs (ALAB) Overview - ALAB is leveraging a robust and diversified product portfolio to meet the increasing demands of AI infrastructure and connectivity solutions, with strong demand for its PCIe solutions driving growth [3][6]. - In Q4 2025, ALAB expanded its product offerings with custom NVLink Fusion connectivity solutions aimed at optimizing AI infrastructure performance and reducing costs [4]. - The company is also enhancing its Smart Fabric Switch roadmap to cater to next-generation scale-up networking, with the merchant scale-up switching market expected to reach $20 billion by 2030 [5]. KLA Corporation (KLAC) Overview - KLAC's strong portfolio and leadership in process control systems enable customers to manage increasing design complexity, accelerating time to market for diverse semiconductor designs [7]. - Advanced packaging revenue for KLAC grew over 70% year over year in 2025, with continued growth expected in 2026 [8]. - KLAC's solutions are critical for AI-driven applications, utilizing AI-driven analytics to optimize chip manufacturing [9]. Financial Performance - In the trailing 12-month period, ALAB shares surged 53.3%, while KLAC shares increased by 102.9%, attributed to KLAC's dominant market share and strong investment in AI infrastructure [12]. - ALAB expects Q1 2026 revenues between $286 million and $297 million, driven by strong demand for PCIe and AI solutions [11]. - The Zacks Consensus Estimate for ALAB's 2026 earnings is $2.39 per share, indicating a 29.89% year-over-year increase, while KLAC's estimate is $36.58 per share, reflecting a 9.92% year-over-year increase [18]. Valuation Insights - Both ALAB and KLAC shares are currently considered overvalued, with ALAB trading at a forward Price/Sales ratio of 15.69X and KLAC at 13.08X [16]. - ALAB is facing challenges with profit margins due to a shift towards a higher mix of hardware sales and increased operating expenses from R&D and acquisitions [13]. Conclusion - While both companies are positioned to benefit from the growing semiconductor market, KLAC presents a greater upside potential due to its leadership in process control and advanced packaging growth [21].

SIFCO Industries, Inc.’s (SIF) investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and defense, energy and commercial space markets) have surged 109.7% in the past three months compared with the industry’s 21.7% rise. The stock also outperformed the sector and the S&P 500’s 16.5% and 2.8% gains, respectively, in the same time frame.A major development ...

Key Takeaways Photronics expects Q1 revenues of $217-$225M and EPS of 51-59 cents per share.PLAB saw record high-end IC revenues, driven by U.S. and Asia demand in advanced nodes.Mainstream IC softness, geopolitical uncertainty and short backlog may weigh on results.Photronics (PLAB) is set to report its first-quarter fiscal 2026 results on Feb. 25.For the to-be-reported quarter, PLAB expects revenues between $217 million and $225 million. Non-GAAP earnings are expected to be between 51 cents and 59 cents p ...

Key Takeaways Sezzle is set to report 4Q25 results on Feb. 25, after market close.SEZL expects $128.3M in revenues, suggesting 30.6% y/y growth on engagement and product growth.Sezzle anticipates EPS of 96 cents, implying 31.5% growth, aided by strong margins and cost discipline.Sezzle Inc. (SEZL) will release fourth-quarter 2025 results on Feb. 25, after market close.SEZL has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average s ...

Key Takeaways NRDS is set to report 4Q25 results on Feb. 25, with revenues expected to rise 15.3% y/y.NerdWallet projects $207-$250M in Q4 revenues and $20-$24M in non-GAAP operating income.NRDS raised the 2025 adjusted EBITDA outlook to $141-$145M from the prior mentioned $106-$116M.NerdWallet, Inc. (NRDS) is scheduled to release fourth-quarter 2025 earnings on Feb. 25, after the closing bell.In the third quarter of 2025, NRDS delivered an earnings beat, supported by a robust year-over-year increase in tot ...

For the quarter ended December 2025, Domino's Pizza (DPZ) reported revenue of $1.54 billion, up 6.4% over the same period last year. EPS came in at $5.35, compared to $4.89 in the year-ago quarter.The reported revenue represents a surprise of +1.29% over the Zacks Consensus Estimate of $1.52 billion. With the consensus EPS estimate being $5.38, the EPS surprise was -0.56%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

AMC Entertainment (AMC) reported $1.29 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.4%. EPS of -$0.18 for the same period compares to -$0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.28 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +7.69%, with the consensus EPS estimate being -$0.20.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...