For Immediate ReleasesChicago, IL – February 17, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include  NVIDIA Corp. (NVDA) , Micron Technology, Inc. (MU) , Palantir Technologies Inc. (PLTR) and Advanced Micro Devices, Inc. (AMD) .Here are highlights from Tuesday’s Analyst Blog:2 AI Stocks Soaring Over 400% That Could B ...

Group 1 - TTM Technologies, Inc. (TTMI) has seen a 12.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Advanced Energy Industries, Inc. (AEIS) has experienced a 9.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Deluxe Corporation (DLX) has reported an 11.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Ford Motor Company (F) has seen a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Simmons First National Corporation (SFNC) has experienced a 5.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Viewpoint - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies based on recent earnings estimate revisions Group 1: Company-Specific Insights - Avantor, Inc. (AVTR) provides mission-critical products and services for life sciences industries, with a 9% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Columbus McKinnon Corporation (CMCO) is a scientific and technical instruments company, experiencing a 26% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - The Kraft Heinz Company (KHC) operates in the food and beverages sector, with a 10.3% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]

Group 1: Western Digital Corporation (WDC) - Western Digital Corporation is a data storage devices and solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 17.4% over the last 60 days [1] - The company has a PEG ratio of 0.62, which is lower than the industry average of 1.36, and possesses a Growth Score of B [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation is an integrated manufacturing solutions and components, products, and repair company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 4.4% over the last 60 days [2] - The company has a PEG ratio of 0.56, compared to the industry average of 1.37, and possesses a Growth Score of A [2] Group 3: LATAM Airlines Group (LTM) - LATAM Airlines Group is a passenger and cargo airlines company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.3% over the last 60 days [3] - The company has a PEG ratio of 0.40, which is lower than the industry average of 0.57, and possesses a Growth Score of A [3]

Core Insights - Three stocks with strong value characteristics and a buy rank are highlighted for investors: Deluxe Corporation, Slide Insurance Holdings, and Ford Motor Company [1][2][3] Company Summaries Deluxe Corporation - Provides integrated payments, data, and marketing solutions for businesses nationwide - Holds a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 11.1% over the last 60 days - Price-to-earnings ratio (P/E) is 6.38, compared to the industry average of 10.80 - Possesses a Value Score of A [1][2] Slide Insurance Holdings, Inc. - An insurance company with a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 4.9% over the last 60 days - Price-to-earnings ratio (P/E) is 6.24, compared to the industry average of 10.30 - Possesses a Value Score of B [2] Ford Motor Company - An automobile giant with a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 7% over the last 60 days - Price-to-earnings ratio (P/E) is 9.28, compared to the industry average of 33.40 - Possesses a Value Score of A [3]

Core Insights - The article highlights three stocks with a buy rank and strong income characteristics for investors to consider as of February 17 Group 1: Company Performance - Simmons First National Corporation (SFNC) has seen a 5.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - West Bancorporation, Inc. (WTBA) has experienced a 6.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - BCB Bancorp, Inc. (BCBP) has witnessed a significant 14.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 2: Dividend Yield Comparison - Simmons First National Corporation (SFNC) offers a dividend yield of nearly 4%, which is higher than the industry average of nearly 2% [1] - West Bancorporation, Inc. (WTBA) has a dividend yield of 3.9%, compared to the industry average of 2.6% [2] - BCB Bancorp, Inc. (BCBP) provides a dividend yield of 3.8%, exceeding the industry average of 2.3% [3]

Core Viewpoint - Select Medical Holdings Corporation (SEM) is expected to report its fourth-quarter 2025 results on February 19, 2026, with earnings estimated at 23 cents per share and revenues at $1.36 billion [1]. Financial Performance Estimates - The fourth-quarter earnings estimate has decreased by one cent over the past 60 days, indicating a year-over-year increase of 27.8% [2]. - The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year growth of 3.7% [2]. - For the full year 2025, the revenue estimate is $5.42 billion, reflecting an 18.2% year-over-year decline, while the earnings per share estimate is $1.23, implying a rise of 30.9% from the previous year [3]. Earnings Surprise History - Select Medical's earnings have surpassed the Zacks Consensus Estimate in two of the last four quarters, missing in the other two, with an average surprise of 8.7% [3]. Earnings Prediction Model - The current model does not predict an earnings beat for SEM, as it has an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [4]. Segment Performance Insights - The Critical Illness Recovery segment is projected to see a 2.1% year-over-year revenue growth in Q4, with revenues per Patient Day expected to increase by 2.8% [6]. - The Rehabilitation Hospital segment's revenues are anticipated to rise by 11.1% in Q4, with revenues per Patient Day expected to increase by 5.9% [8]. - The Outpatient Rehabilitation segment's adjusted EBITDA is projected to surge by 55.8% year-over-year, although revenues per Visit are expected to dip by 0.8% [9]. Operational Metrics - A 3.8% increase in admissions is expected in Q4, with an occupancy rate projected at 67.3% [7]. - The Rehabilitation Hospital segment is expected to see admissions grow by 10.4% year-over-year, with an occupancy rate expanding by 320 basis points to 84.2% [8]. - Total operating expenses are estimated to decrease to $1.28 billion, primarily due to lower general and administrative expenses, despite a nearly 6% growth in interest expense [10]. Peer Performance Comparison - Ensign Group reported a fourth-quarter adjusted EPS of $1.82, beating estimates by 4%, with a 19.5% year-over-year improvement in earnings [12]. - Encompass Health reported an adjusted EPS of $1.46, exceeding estimates by 13.2%, with a 24.8% year-over-year increase in earnings [13].

Industry Overview - The fourth-quarter 2025 reporting season for the Medical sector is nearing its final stretch, with only a few pharma and biotech companies left to report [1] - As of February 11, 73.3% of companies in the Medical sector, representing 91% of the sector's market capitalization, reported quarterly earnings, with 86.4% exceeding both earnings and sales estimates [2][10] - Overall, fourth-quarter earnings in the medical sector are expected to decrease by 0.6%, while sales are projected to rise by 10.4% compared to the previous year [4] Company Performance Johnson & Johnson - Reported strong fourth-quarter results, beating estimates for both earnings and sales [3] Novartis - Beat earnings estimates but faced revenue pressure due to generic competition for key drugs like Entresto and Promacta [3] Bristol Myers Squibb - Beat both earnings and sales estimates and issued encouraging guidance [3] Gilead Sciences - Earnings exceeded both top and bottom lines, supported by higher sales of HIV and Liver Diseases drugs [3] Bausch Health - Mixed performance with two earnings beats and two misses in the last four quarters, delivering a four-quarter average negative surprise of 6.26% [5] - Scheduled to report on February 18, with an Earnings ESP of -8.84% and a Zacks Rank 3 [7] Amicus Therapeutics - Disappointing earnings track record with three misses and one beat in the last four quarters, averaging a negative surprise of 20.21% [8] - Set to be acquired by BioMarin, with its lead drug Galafold showing solid uptake [9] BioMarin Pharmaceutical - Impressive track record, beating earnings estimates in each of the last four quarters with an average surprise of 66.51% [11] - Scheduled to report with an Earnings ESP of -3.23% and a Zacks Rank 3, driven by strong demand for its dwarfism drug Voxzogo [12] Insmed - Poor earnings track record with four consecutive misses, averaging a negative surprise of 20.64% [13] - Scheduled to report on February 19, with an Earnings ESP of +7.01% and a Zacks Rank 3 [14] - Lead drug Arikayce gaining traction, with a new drug approval marking a significant milestone [15] Madrigal Pharmaceuticals - Missed earnings expectations in three of the last four quarters, with an average negative surprise of 17.17% [16] - Scheduled to report on February 19, with an Earnings ESP of -852.37% and a Zacks Rank 4 [16][17]

Core Insights - Magna International (MGA) reported fourth-quarter 2025 adjusted earnings of $2.18 per share, an increase from $1.69 in the same quarter last year, surpassing the Zacks Consensus Estimate of $1.81 [1] - Net sales rose 2% year over year to $10.85 billion, exceeding the Zacks Consensus Estimate of $10.48 billion [1] Segmental Performance - The Body Exteriors & Structures segment generated revenues of $4.25 billion, up 4.6% year over year, driven by higher production on ongoing and new programs, as well as foreign currency appreciation, surpassing the Zacks Consensus Estimate of $4.1 billion [2] - Adjusted EBIT for this segment increased to $465 million from $371 million year over year, exceeding the Zacks Consensus Estimate of $365.22 million due to enhanced productivity and efficiency [3] - The Power & Vision segment's revenues grew 1.5% year over year to $3.84 billion, also benefiting from higher production and foreign currency appreciation, surpassing the Zacks Consensus Estimate of $3.8 billion [4] - However, adjusted EBIT for the Power & Vision segment fell from $235 million to $166 million, missing the Zacks Consensus Estimate of $269.2 million due to an unfavorable product mix and increased warranty and production costs [5] - Revenues from the Seating Systems segment rose 8.1% year over year to $1.63 billion, exceeding the Zacks Consensus Estimate of $1.48 billion, driven by new program launches and currency strength [5] - Adjusted EBIT for the Seating Systems segment increased to $136 million from $67 million year over year, surpassing the Zacks Consensus Estimate of $89 million due to productivity improvements and lower warranty costs [6] - The Complete Vehicles segment saw revenues decrease by 10.1% year over year to $1.26 billion, attributed to lower engineering revenues and the end of production for certain models, but still outpacing the Zacks Consensus Estimate of $1.24 billion [7] - Adjusted EBIT for the Complete Vehicles segment decreased to $50 million from $56 million year over year, exceeding the Zacks Consensus Estimate of $39.62 million despite lower income from engineering sales [8] Financial Overview - As of December 31, 2025, Magna had $1.61 billion in cash and cash equivalents, up from $1.25 billion a year earlier, while long-term debt increased to $4.69 billion from $4.13 billion [9] - Cash provided from operating activities totaled $1.98 billion, an increase from $1.91 billion year over year [9] - The company raised its quarterly dividend by 2% to 49.50 cents per common share, payable on March 13, 2026, to shareholders of record as of February 27, 2026 [10] 2026 Guidance - Magna expects 2026 revenues to be between $41.9 billion and $43.5 billion, compared to $42.01 billion in 2025, with an adjusted EBIT margin projected between 6% and 6.6% [12] - Adjusted diluted EPS is anticipated to be in the range of $6.25 to $7.25, up from $5.73 reported in 2025, with capital expenditures guided between $1.5 billion and $1.6 billion [12]

Core Insights - Investors in 2026 are focused on established AI leaders like NVIDIA for capital allocation, benefiting from AI infrastructure spending, with projected fiscal 2026 revenue near $213 billion driven by GPU platforms and software ecosystems [1] - The discussion centers on whether to invest in emerging AI companies with rapid monetization or speculative quantum computing firms with potential high returns [2] AI Companies - SoundHound AI reported a 68% year-over-year revenue increase in Q3 2025, with guidance suggesting nearly 98% annual growth, despite ongoing net losses as it invests in product scaling [5] - Marvell's revenue for Q2 fiscal 2026 reached $2.006 billion, a 58% increase year-over-year, with its data center segment contributing approximately 74% of total revenue, showcasing strong demand for AI infrastructure [6][7] - SoundHound AI is expected to achieve earnings growth of 56.9% on revenue growth of 38.3% in 2026, while Marvell anticipates earnings growth of 23.3% on revenue growth of 22.8% in fiscal 2027 [5][6] Quantum Computing Companies - IonQ reported a 222% revenue growth in Q3 2025, reaching $39.9 million, and holds $3.5 billion in cash after a $2 billion equity raise, indicating strong financial positioning for R&D [7][8] - D-Wave's Q3 2025 revenue doubled to $3.7 million, with a cash balance of $836 million, reflecting strong liquidity despite ongoing net losses [9] - IonQ is projected to achieve earnings growth of 65.8% on revenue growth of 38.3% in 2026, while D-Wave expects earnings growth of 8.7% on revenue growth of 67.8% [8][9] Comparative Analysis - SoundHound AI and Marvell are generating significant revenue tied to enterprise deployments, while IonQ and D-Wave are still in early revenue stages and heavily focused on R&D [13] - Valuation frameworks differ, with AI infrastructure companies evaluated on revenue durability and margin trajectory, while quantum firms are assessed based on technical milestones and commercialization potential [14]