TPG RE Finance Trust (TRTX) reported $35.04 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.9%. EPS of $0.24 for the same period compares to $0.10 a year ago.The reported revenue represents a surprise of -8.42% over the Zacks Consensus Estimate of $38.27 million. With the consensus EPS estimate being $0.27, the EPS surprise was -10.01%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...

Core Insights - MKS reported $1.03 billion in revenue for Q4 2025, a 10.5% year-over-year increase, with an EPS of $2.47 compared to $2.15 a year ago, indicating strong financial performance [1] - The revenue exceeded the Zacks Consensus Estimate of $1.02 billion by 1.2%, while the EPS fell short of the consensus estimate of $2.51 by 1.71% [1] Revenue Breakdown - Semiconductor segment generated $435 million, surpassing the average estimate of $421.37 million, reflecting an 8.8% year-over-year increase [4] - Electronics and Packaging segment reported $303 million, exceeding the estimated $298.92 million, with a 19.3% year-over-year growth [4] - Specialty Industrial segment achieved $295 million, above the average estimate of $285.23 million, marking a 5% year-over-year increase [4] - Products segment recorded $907 million, exceeding the estimate of $866.43 million, representing a 10.1% year-over-year growth [4] - Services segment reported $126 million, slightly below the estimate of $126.87 million, with a year-over-year increase of 13.5% [4] Stock Performance - MKS shares have returned +27.8% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a -1.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for continued outperformance in the near term [3]

Core Insights - Select Water Solutions, Inc. reported revenue of $346.5 million for the quarter ended December 2025, reflecting a slight decline of 0.7% year-over-year, while EPS improved to $0 from -$0.01 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $320.81 million by 8.01%, although the EPS fell short of the consensus estimate of $0.01, resulting in a 100% EPS surprise [1] Financial Performance - Revenue from Chemical Technologies was $86.97 million, surpassing the average estimate of $75.19 million, marking a significant year-over-year increase of 38.2% [4] - Water Services generated revenue of $178.34 million, exceeding the estimated $156.36 million but showing a decline of 14.8% compared to the same quarter last year [4] - Revenue from Water Infrastructure was reported at $81.19 million, slightly below the estimated $88 million, but showed a year-over-year increase of 5.7% [4] Profitability Metrics - Gross Profit before D&A for Water Services was $34.94 million, exceeding the average estimate of $30.2 million [4] - Gross Profit before D&A for Chemical Technologies was $17.66 million, higher than the estimated $14.3 million [4] - Gross Profit before D&A for Water Infrastructure was $43.92 million, which fell short of the average estimate of $46.67 million [4] Stock Performance - Shares of Select Water Solutions, Inc. have increased by 8.5% over the past month, contrasting with a -1.4% change in the Zacks S&P 500 composite [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Hecla Mining reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing significant growth from $0.04 per share a year ago, indicating a strong performance in the precious metals sector [1] Financial Performance - The company achieved revenues of $448.11 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 25% and showing a substantial increase from $249.65 million in the same quarter last year [2] - Over the last four quarters, Hecla Mining has consistently exceeded consensus EPS estimates, achieving this four times [2] Stock Performance - Hecla Mining shares have increased approximately 17.8% since the beginning of the year, contrasting with a slight decline of 0.1% in the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.29, with projected revenues of $513.4 million, and for the current fiscal year, the consensus EPS estimate is $0.64 on revenues of $1.49 billion [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which may influence future stock movements [6] Industry Context - The Mining - Silver industry, to which Hecla Mining belongs, is currently ranked in the top 5% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8] - Another company in the same industry, Endeavour Silver, is expected to report a quarterly earnings increase of 50% year-over-year, with revenues projected to rise by 245.1% from the previous year [9]

Core Viewpoint - Globe Specialty Metals reported a quarterly loss of $0.06 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.07, compared to earnings of $0.03 per share a year ago [1] Financial Performance - The company experienced an earnings surprise of +14.29% for the quarter, having previously been expected to post earnings of $0.05 per share but instead reported a loss of $0.02, resulting in a surprise of -140% [2] - Revenues for the quarter were $329.38 million, exceeding the Zacks Consensus Estimate by 12.19%, but down from $367.51 million in the same quarter last year [3] Stock Performance - Globe Specialty Metals shares have increased by approximately 13.8% since the beginning of the year, while the S&P 500 has declined by 0.1% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $332.4 million, and for the current fiscal year, it is $0.12 on revenues of $1.59 billion [8] - The estimate revisions trend for Globe Specialty Metals was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Mining - Miscellaneous industry, to which Globe Specialty Metals belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Company Performance - Array Technologies, Inc. (ARRY) ended the recent trading session at $11.29, showing a +1.16% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.1% [1] - Over the past month, shares of Array Technologies have appreciated by 16.13%, surpassing the Oils-Energy sector's gain of 11.68% and the S&P 500's loss of 1.43% [1] Upcoming Earnings - The upcoming earnings release for Array Technologies is scheduled for February 25, 2026, with an expected EPS of $0, indicating a 100% decline compared to the same quarter last year [2] - Revenue is predicted to be $210.01 million, reflecting a 23.7% drop compared to the year-ago quarter [2] Fiscal Year Projections - For the entire fiscal year, Zacks Consensus Estimates project earnings of $0.67 per share and revenue of $1.27 billion, representing changes of +11.67% and +38.47% from the prior year, respectively [3] Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Array Technologies should be noted, as positive alterations indicate analyst optimism regarding the business and profitability [3][4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Array Technologies at 3 (Hold) [5] Valuation Metrics - Array Technologies is currently traded at a Forward P/E ratio of 11.91, which is below the industry average Forward P/E of 19.3, suggesting it is trading at a discount [6] - The company holds a PEG ratio of 0.61, compared to the Solar industry's average PEG ratio of 0.7, indicating favorable valuation metrics [7] Industry Ranking - The Solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 80, placing it within the top 33% of over 250 industries [7] - The Zacks Industry Rank evaluates the performance of distinct industry groups, showing that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Dollar General (DG) ended the recent trading session at $149.68, demonstrating a -2.7% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.1%. Elsewhere, the Dow gained 0.07%, while the tech-heavy Nasdaq added 0.14%. The stock of discount retailer has risen by 3.43% in the past month, leading the Retail-Wholesale sector's loss of 5.35% and the S&P 500's loss of 1.43%.The upcoming earnings release of Dollar General will be of great interest to inve ...

Company Performance - Bitfarms Ltd. (BITF) experienced a decline of 1.87% to $2.10, underperforming against the S&P 500's gain of 0.1% on the same day [1] - Over the past month, Bitfarms shares have decreased by 27.46%, while the Business Services sector and the S&P 500 have lost 7.85% and 1.43%, respectively [1] Earnings Expectations - The upcoming earnings disclosure for Bitfarms is expected to show an EPS of -$0.05, representing a 266.67% decrease compared to the same quarter last year [2] - The Zacks Consensus Estimate projects net sales of $64.38 million, which is a 14.63% increase from the previous year [2] Annual Projections - For the annual period, the Zacks Consensus Estimates predict an EPS of -$0.28 and revenue of $278.28 million, indicating a 100% decline in earnings and a 44.27% increase in revenue compared to last year [3] - Changes in analyst estimates for Bitfarms are crucial as they reflect the evolving short-term business dynamics, with positive revisions indicating optimism [3] Zacks Rank and Industry Context - Bitfarms currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the past month [5] - The Technology Services industry, part of the Business Services sector, has a Zacks Industry Rank of 145, placing it in the bottom 41% of over 250 industries [6] - Research indicates that top-rated industries outperform lower-rated ones by a factor of 2 to 1 [6]

PagSeguro Digital Ltd. (PAGS) closed at $10.29 in the latest trading session, marking a -2.46% move from the prior day. This move lagged 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%. The company's shares have seen an increase of 4.66% over the last month, surpassing the Business Services sector's loss of 7.85% and the S&P 500's loss of 1.43%.Analysts and investors alike will be keeping a close eye on the perfor ...

分组1 - VICI Properties Inc. (VICI) shares increased by 1.91% to $29.86, outperforming the S&P 500's daily gain of 0.1% [1] - Over the past month, VICI's shares have gained 1.1%, while the Finance sector and S&P 500 have lost 1.62% and 1.43% respectively [1] 分组2 - VICI is set to release its earnings on February 25, 2026, with projected earnings per share (EPS) of $0.6, a 5.26% increase from the same quarter last year [2] - The consensus estimate for quarterly revenue is $1.02 billion, reflecting a 4.08% increase from the previous year [2] 分组3 - Full-year Zacks Consensus Estimates for VICI indicate earnings of $2.37 per share and revenue of $4.01 billion, representing year-over-year changes of +4.87% and +4.16% respectively [3] - Recent changes to analyst estimates for VICI reflect optimism about the business and profitability [3] 分组4 - The Zacks Rank system, which assesses estimate changes, currently ranks VICI Properties Inc. at 4 (Sell) [5] - Over the past month, there has been no change in the Zacks Consensus EPS estimate for VICI [5] 分组5 - VICI Properties Inc. has a Forward P/E ratio of 11.98, which is in line with its industry's Forward P/E [6] - The PEG ratio for VICI is currently 2.91, compared to the industry average of 2.59 [6] 分组6 - The REIT and Equity Trust - Other industry, which includes VICI, has a Zacks Industry Rank of 173, placing it in the bottom 30% of over 250 industries [7] - Research indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [7]