Core Insights - Skyward Specialty Insurance (SKWD) reported a revenue of $385.59 million for Q4 2025, marking a year-over-year increase of 26.7% and exceeding the Zacks Consensus Estimate by 3.1% [1] - The earnings per share (EPS) for the same quarter was $1.17, compared to $0.80 a year ago, resulting in an EPS surprise of 21.56% against the consensus estimate of $0.96 [1] Financial Performance Metrics - Expense ratio stood at 28.9%, slightly above the six-analyst average estimate of 28.6% [4] - Loss ratio was reported at 59.6%, better than the average estimate of 62.6% [4] - Combined ratio was 88.5%, outperforming the six-analyst average estimate of 91.2% [4] - Net investment income was $23.51 million, exceeding the average estimate of $22.96 million, reflecting a year-over-year increase of 13.4% [4] - Commission and fee income was reported at $0.42 million, significantly lower than the average estimate of $1.57 million, indicating a year-over-year decline of 48.5% [4] - Net earned premiums reached $356.8 million, surpassing the average estimate of $349.51 million, with a year-over-year growth of 21.7% [4] Stock Performance - Skyward's shares have returned +4.4% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Financial Performance - Ryman Hospitality Properties reported revenue of $737.81 million for the quarter ended December 2025, marking a year-over-year increase of 13.9% [1] - The earnings per share (EPS) for the same period was $2.38, compared to $1.13 a year ago, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $721.35 million by 2.28%, while the EPS surpassed the consensus estimate of $2.22 by 7.12% [1] Key Metrics - Total Revenue per Available Room (RevPAR) in the hospitality segment was $552.34, slightly above the average estimate of $550.06 from two analysts [4] - Entertainment revenues reached $109.53 million, exceeding the estimated $109.05 million by four analysts, reflecting an 11.6% increase compared to the previous year [4] - Hospitality revenues amounted to $628.28 million, surpassing the four-analyst average estimate of $614.63 million, with a year-over-year change of 14.4% [4] - Net Earnings Per Share (Diluted) was reported at $1.11, slightly above the estimated $1.10 from two analysts [4] Stock Performance - Ryman Hospitality Properties' shares have returned +9.8% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Viper Energy Partners reported $435 million in revenue for Q4 2025, marking a 90.2% year-over-year increase, with an EPS of $0.31 compared to $0.42 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $426.49 million by 2%, and the EPS surpassed the consensus estimate of $0.27 by 14.39% [1] Financial Performance Metrics - Average daily combined volumes were 134,000 BOE/D, exceeding the average estimate of 126,597 BOE/D [4] - Total production reached 12,328 MBOE, surpassing the estimated 11,670.99 MBOE [4] - Natural gas production was 19,668 MMcf, compared to the average estimate of 17,048.17 MMcf [4] - Crude oil production was 6,110 MBBL, slightly above the estimated 6,066.66 MBBL [4] Income Breakdown - Natural Gas Income was reported at $16 million, significantly lower than the average estimate of $23.5 million, but showed a year-over-year increase of 164.5% [4] - Natural Gas Liquids Income was $49 million, slightly above the average estimate of $47.99 million, with an 83% year-over-year increase [4] - Oil income was $357 million, close to the estimated $359.92 million, reflecting an 85.9% year-over-year increase [4] - Royalty income was $422 million, slightly below the average estimate of $423.28 million, with an 87.7% year-over-year increase [4] Stock Performance - Viper Energy's shares returned +15.2% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Core Insights - Myriad Genetics reported revenue of $209.8 million for the quarter ended December 2025, a decrease of 0.4% year-over-year, with an EPS of $0.04 compared to $0.03 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $207.59 million by 1.07%, while the EPS surprised positively by 350% against a consensus estimate of -$0.02 [1] Revenue Breakdown - Prenatal revenue was $44.9 million, below the two-analyst average estimate of $47.02 million, showing no year-over-year change [4] - Hereditary Cancer revenue reached $96.8 million, surpassing the average estimate of $94.87 million, reflecting a year-over-year increase of 2.7% [4] - Tumor Profiling revenue was reported at $31.5 million, exceeding the two-analyst average estimate of $28.59 million, with a year-over-year growth of 2.3% [4] Stock Performance - Myriad's shares have declined by 26.9% over the past month, contrasting with a 1.8% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Adeia (ADEA) reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.73 per share, and showing significant growth from $0.47 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +17.81%, with the company previously expected to post earnings of $0.36 per share but actually reporting $0.28, resulting in a surprise of -22.22% [2] - Adeia's revenues for the quarter ended December 2025 were $182.64 million, surpassing the Zacks Consensus Estimate by 9.43%, compared to $119.17 million in the same quarter last year [3] Stock Performance - Adeia shares have increased approximately 10.2% since the beginning of the year, while the S&P 500 has gained 0.9% [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $96.2 million, and for the current fiscal year, it is $1.49 on revenues of $415.44 million [8] Industry Context - The Technology Services industry, to which Adeia belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [9]

Core Viewpoint - DMC Global reported a quarterly loss of $0.5 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.11, marking an earnings surprise of -376.19% [1] Financial Performance - The company posted revenues of $143.53 million for the quarter ended December 2025, slightly surpassing the Zacks Consensus Estimate by 0.07%, but down from $152.37 million in the same quarter last year [2] - Over the last four quarters, DMC Global has exceeded consensus revenue estimates four times [2] Stock Performance - DMC Global shares have increased by approximately 27.8% since the beginning of the year, outperforming the S&P 500, which gained 0.9% [3] Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at -$0.06 for the upcoming quarter and $0.11 for the current fiscal year on revenues of $149.6 million and $617.37 million, respectively [7] - The estimate revisions trend for DMC Global was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Industrial Services industry, to which DMC Global belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Great Lakes Dredge & Dock (GLDD) reported quarterly earnings of $0.3 per share, exceeding the Zacks Consensus Estimate of $0.2 per share, and showing an increase from $0.29 per share a year ago [1] - The company achieved an earnings surprise of +51.90% for the quarter, and has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter reached $256.5 million, surpassing the Zacks Consensus Estimate by 17.30%, and increased from $202.77 million year-over-year [3] 分组2 - The stock has gained approximately 28.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.9% [4] - The current consensus EPS estimate for the upcoming quarter is $0.39 on revenues of $234.13 million, and for the current fiscal year, it is $1.10 on revenues of $898.18 million [8] - The Building Products - Heavy Construction industry, to which Great Lakes Dredge & Dock belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [9]

分组1 - Hims & Hers Health, Inc. reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, but down from $0.11 per share a year ago, resulting in an earnings surprise of +227.10% [1] - The company posted revenues of $617.82 million for the quarter ended December 2025, which was 0.22% below the Zacks Consensus Estimate, compared to $481.14 million in the same quarter last year [2] - Hims & Hers Health shares have declined approximately 51.9% year-to-date, contrasting with the S&P 500's gain of 0.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $645.27 million, and for the current fiscal year, it is $0.55 on revenues of $2.73 billion [7] - The Medical Info Systems industry, to which Hims & Hers Health belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

Core Viewpoint - HealthStream (HSTM) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.16 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +12.50%, with the company previously expected to post earnings of $0.17 per share but actually reporting $0.20, resulting in a surprise of +17.65% [2] - HealthStream's revenues for the quarter were $79.71 million, surpassing the Zacks Consensus Estimate by 4.63%, compared to $74.24 million in the same quarter last year [3] Stock Performance and Outlook - HealthStream shares have declined approximately 11.8% since the beginning of the year, while the S&P 500 has gained 0.9% [4] - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market [7] Future Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $78.1 million, and for the current fiscal year, it is $0.77 on revenues of $317.2 million [8] Industry Context - The Internet - Services industry, to which HealthStream belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [9]

分组1 - Innovative Industrial Properties (IIPR) reported quarterly funds from operations (FFO) of $1.88 per share, exceeding the Zacks Consensus Estimate of $1.81 per share, but down from $2.22 per share a year ago, representing an FFO surprise of +4.06% [1] - The company posted revenues of $66.66 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.31%, but down from $76.74 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus FFO estimates two times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed the market, losing about 3.5% since the beginning of the year compared to the S&P 500's gain of 0.9% [3] - The current consensus FFO estimate for the coming quarter is $1.78 on revenues of $65.95 million, and for the current fiscal year, it is $7.33 on revenues of $272.06 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]