Investors looking for stocks in the Waste Removal Services sector might want to consider either Veolia Environnement SA (VEOEY) or Waste Management (WM) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with s ...

Core Insights - CareDx (CDNA) announced clinical validation data for AlloHeme, a blood-based monitoring test aimed at predicting relapses in acute myeloid leukemia (AML) and myelodysplastic syndromes (MDS) post-allogeneic hematopoietic cell transplant (HCT) [1][4] Group 1: AlloHeme Test Details - AlloHeme utilizes next-generation sequencing and artificial intelligence to enhance sensitivity in detecting early relapse signals compared to traditional methods [2][4] - The ACROBAT clinical study demonstrated that AlloHeme achieved 85% sensitivity and 92% specificity, detecting relapses a median of 41 days earlier than standard clinical diagnosis [9][12] - The assay's performance metrics indicate a 95% negative predictive value and a 79% positive predictive value, with an area under the curve of 0.89 [11] Group 2: Commercialization and Market Strategy - CareDx plans to roll out AlloHeme in the U.S. starting with CLIA readiness in 2026, followed by commercialization in 2027 and expected payer coverage by 2028 [3][9] - The company aims to expand its Transplant+ strategy into cell therapy and hematologic oncology, addressing unmet needs in AML and MDS monitoring [3][6] - The integrated offering will combine diagnostics, digital tools, and patient support solutions tailored for the cell therapy ecosystem [4][7] Group 3: Market Performance and Growth Potential - Following the announcement, CDNA shares increased by 2.8%, with a 65.6% rise over the past six months, significantly outperforming the industry and S&P 500 [5] - The clinical validation of AlloHeme is seen as a significant growth catalyst, enhancing CareDx's position in the cell therapy and hematologic oncology markets [6][7] - The cell therapy market is projected to reach $9.13 billion by 2026, with a compound annual growth rate (CAGR) of 22.9% through 2034, driven by advancements in technology and increasing disease prevalence [14][15]

Core Viewpoint - TechnipFMC plc (FTI) is set to announce its fourth-quarter fiscal 2025 results on February 19, with earnings estimated at 51 cents per share and revenues at $2.55 billion [1] Group 1: Recent Performance - In the last reported quarter, FTI achieved adjusted earnings of 75 cents per share, surpassing the Zacks Consensus Estimate of 65 cents, driven by strong performance in the Subsea segment [2] - FTI's revenues for the last quarter were $2.6 billion, exceeding the Zacks Consensus Estimate by 1.2% [2] - FTI has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 20.16% [3] Group 2: Fourth Quarter Expectations - The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings has remained unchanged, indicating a 5.56% year-over-year decrease, while revenue estimates suggest a 7.58% increase from the previous year [3] - FTI's revenue is expected to improve due to strong contributions from the Subsea segment, which is projected to generate $2.2 billion, reflecting an 8.7% year-over-year increase [4][5] - The company holds a $16.8 billion backlog, which, along with the ongoing industrialization of its Subsea business, is expected to positively influence fourth-quarter earnings [6] Group 3: Cost Considerations - Rising costs may negatively impact FTI's bottom line, with total costs and expenses increasing by 8.8% in the last quarter, a trend expected to continue [7] - The increase in costs is attributed to the inflationary environment and a tight labor market [7] Group 4: Earnings Prediction - The model predicts an earnings beat for FTI, supported by a positive Earnings ESP of +1.61% and a Zacks Rank of 2 (Buy) [10][11]

Key Takeaways eBay is set to report Q4 2025 results with revenues guided to $2.83-$2.89B.EBAY expects GMV of $20.5-$20.9B, aided by marketplace upgrades and key partnerships.eBay sees mid-20% non-GAAP margins, reflecting higher costs and strategic investments.eBay (EBAY) is scheduled to report its fourth-quarter 2025 results on Feb. 18, 2026.For the fourth quarter, eBay expects total revenues between $2.83 billion and $2.89 billion. On an FX-neutral basis, year-over-year revenue growth is anticipated to be ...

Core Insights - PPL Corporation (PPL) is anticipated to report its fourth-quarter 2025 results on February 20, with earnings expected to rise by 23.53% year-over-year to 42 cents per share and revenues projected to increase by 5.76% to $2.34 billion [1][6]. Financial Estimates - The Zacks Consensus Estimate for PPL's earnings per share (EPS) for the current quarter is 0.42, with a range of estimates from 0.41 to 0.42 [2]. - For the next quarter, the EPS estimate is 0.61, with a high estimate of 0.63 and a low of 0.57 [2]. - The current year EPS estimate stands at 1.82, reflecting a year-over-year growth of 7.69%, while the next year is projected at 1.95, indicating a growth of 7.54% [2]. Earnings Surprise History - PPL has beaten the Zacks Consensus Estimate in two of the last four quarters, resulting in a negative average surprise of 1.02% [3]. Earnings Prediction Model - The current Earnings ESP for PPL is 0.00%, and it holds a Zacks Rank of 3 (Hold), indicating that the model does not predict an earnings beat this time [5]. Key Factors Influencing Q4 Results - PPL's performance is likely to benefit from ongoing cost reduction initiatives, energy efficiency programs, and increased demand from data centers in Pennsylvania and the private sector in Kentucky [8][9]. - The expected return on capital investment in the latter half of 2025 is also anticipated to contribute positively to fourth-quarter earnings [8]. Stock Performance - Over the past three months, PPL's stock has returned 2.8%, outperforming the industry growth of 1.7% [12]. - PPL is trading at a forward price-to-earnings ratio of 19.16X, which is higher than the industry average of 17.17X [13]. Return on Equity - PPL's trailing 12-month return on equity (ROE) is 9.08%, which is below the industry average of 10.7% [15]. Investment Considerations - PPL plans to invest $20 billion from 2025 to 2028, focusing on infrastructure construction across generation, transmission, and distribution assets, which is expected to enhance system reliability [16]. - The company operates in a favorable regulatory environment, with over 60% of its capital investment plan eligible for contemporaneous recovery, mitigating the impact of regulatory lag on earnings [17]. - PPL has implemented common design and operational standards across its utilities to improve service resilience and efficiency in meeting rising customer demand [18]. Summary - PPL Corporation is positioned to benefit from rising demand, cost savings initiatives, and infrastructure upgrades, with strong liquidity and ongoing grid modernization serving as key tailwinds [19].

Core Insights - Live Nation Entertainment, Inc. (LYV) is set to report its fourth-quarter 2025 results on February 19, after market close [1] - The company's adjusted earnings per share (EPS) for the last reported quarter missed the Zacks Consensus Estimate by 39.7% and declined 56% year over year, while revenues missed the consensus mark by 0.6% but increased 11% year over year [1] Earnings Performance - LYV's earnings exceeded the consensus estimate in two of the last four quarters, while missing in the other two, with an average surprise of 13.5% [2] Earnings Estimates - The Zacks Consensus Estimate for the fourth-quarter loss has widened to $1.02 per share from a previous estimate of a loss of 97 cents, compared to an adjusted EPS of 56 cents in the same quarter last year [3] - Revenue estimates for the fourth quarter are projected at $6.07 billion, reflecting a 6.9% increase from $5.68 billion reported in the prior year [3] Revenue Drivers - The anticipated revenue growth in the fourth quarter is attributed to pent-up demand for live events and strong ticket sales, supported by high attendance at large venues and sustained international demand [4] - Concert revenues are expected to rise by 7.5% year over year to $4.9 billion, while Sponsorship and Advertising revenues are projected to increase by 15.2% to $324 million, and Ticketing revenues by 4.2% to $876.2 million [5] Cost Pressures - Increased labor-hiring costs, artist activation costs, and other operational expenses are likely to negatively impact LYV's bottom line for the quarter [6] - The company is also facing rising venue costs and service fees, with caution regarding cost overruns related to the development and expansion of live music venues [6] Earnings Prediction Model - The current model does not predict an earnings beat for Live Nation Entertainment, as it has an Earnings ESP of -15.45% and a Zacks Rank of 5 (Strong Sell) [7][8]

Core Insights - Cadence Design Systems, Inc. (CDNS) is set to release its fourth-quarter results for 2025 on February 17, with earnings per share (EPS) expected at $1.90 and revenues at $1.42 billion, reflecting a 1.1% increase in EPS and nearly 5% growth in revenues year-over-year [1][2] Financial Performance - The management anticipates fourth-quarter revenues to be between $1.405 billion and $1.435 billion, compared to $1.356 billion in the same quarter last year [2] - For the full year 2025, revenues are projected to be in the range of $5.262 billion to $5.292 billion, with non-GAAP EPS expected between $7.02 and $7.08 [3] - The company has a strong earnings surprise history, beating the Zacks Consensus Estimate in each of the last four quarters with an average surprise of 5.4% [3] Stock Performance - CDNS stock has increased by 1.5% over the past year, contrasting with a 10.4% decline in the Computer-Software industry, while the S&P 500 composite and the Zacks Computer and Technology sector have risen by 18.2% and 14.1%, respectively [6] Market Factors - Ongoing global macroeconomic uncertainties, particularly U.S.-China tech tensions, along with competition in the EDA space and inflation, are concerns ahead of the fourth-quarter earnings [7] - The demand for AI-driven design solutions is significantly influencing Cadence's performance, with strong activity in sectors such as data centers, drones, robotics, and automotive [8][10] Product and Service Developments - Cadence has expanded its AI and IP portfolio through new launches, partnerships, and acquisitions in 2025, benefiting from a $7 billion backlog and increased R&D spending [8][11] - The core EDA business is expected to gain from demand for new hardware systems, particularly among AI, automotive, and high-performance computing clients [13] - Recent product launches, including the ChipStack AI Super Agent and Tensilica HiFi iQ DSP IP, are designed to address the complexities of modern chip architectures and enhance performance in voice AI and immersive audio applications [19][20] Strategic Collaborations - Cadence is collaborating with major tech companies like Qualcomm and NVIDIA on next-generation AI designs, which is expected to enhance its market position [12] - The acquisition of the Design & Engineering division of Hexagon AB is anticipated to accelerate Cadence's footprint expansion in various sectors, including automotive and aerospace [16][17]

Core Insights - Charles Schwab (SCHW) reported total client assets of $12.15 trillion in January 2026, reflecting a 17.6% increase year-over-year and a 2.1% increase sequentially, attributed to market volatility [1][7] - The company's core net new assets (NNA) were $27.8 billion, which is a decrease of 9.2% from January 2025 and a significant drop of 64.9% from December 2025 [1][7] Performance Breakdown - Client assets under ongoing advisory services reached $6.16 trillion, marking an 18.6% increase from the previous year and a 2.3% increase from the prior month [2] - Average interest-earning assets rose to $441.7 billion, up 2.4% year-over-year and 1.3% sequentially [2] - Margin balances increased to $116.3 billion, showing a 40.3% rise from January 2025 and a 3.6% increase from December 2025 [2][7] Account Activity - The company opened 476,000 new brokerage accounts in January 2026, which is a 9.9% increase compared to the same month last year and stable compared to the previous month [3] - Active brokerage accounts totaled 38.7 million at the end of January 2026, up 5.5% year-over-year and slightly from December 2025 [4] - Client banking accounts reached 2.23 million, reflecting a 10.9% increase from January 2025 and a 1.1% increase sequentially [4] - Workplace plan participant accounts rose to 5.79 million, up 6.3% year-over-year and marginally from December 2025 [4] Market Comparison - In the past three months, Schwab shares have gained 2%, while the industry has seen a growth of 4.5% [5]

Core Insights - Carnival Corporation & plc (CCL) anticipates a measurable earnings boost for fiscal 2026, primarily driven by fuel prices and currency fluctuations, contributing approximately $0.20 per share [1][8] Earnings Expectations - The company projects adjusted net income of around $3.45 billion for fiscal 2026, reflecting a year-over-year increase of over 12%, or $0.23 per share [3] - Adjusted EBITDA is expected to reach approximately $7.6 billion, up from $7.2 billion in fiscal 2025 [3] Cost Pressures - Cruise costs, excluding fuel, are expected to rise by approximately 3.25% in fiscal 2026 [4] - Regulatory expenses related to emissions allowances and Pillar 2 taxes are projected to reduce earnings by about $0.11 per share [4] Fuel and Currency Impact - Fuel prices are expected to provide a favorable impact of $0.17 per share, while foreign exchange rate changes are anticipated to add another $0.03 per share in fiscal 2026 [2][8] - The combined impact of fuel and foreign exchange is integrated into the broader earnings outlook, with adjusted earnings per share projected at approximately $2.48 for fiscal 2026, compared to $2.25 in fiscal 2025 [5] Stock Performance and Valuation - CCL shares have increased by 25.2% over the past three months, outperforming the industry growth of 10.9% [6] - The stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.24, significantly below the industry average of 16.65 [9] Analyst Confidence - The Zacks Consensus Estimate for CCL's fiscal 2026 earnings per share has been revised upward from $2.40 to $2.54 over the past 60 days, indicating strong analyst confidence [11]

Key Takeaways VLY shares jumped 29.3% in 3 months, topping the industry and broader market.Valley National's revenues rose, seeing a 9.2% CAGR, with 2026-2027 growth projected near 9%.VLY faces CRE loan risks and high expenses, but earnings estimates for 2026-2027 moved higher.Shares of Valley National Bancorp (VLY) have gained 29.3% in the past 3 months, outperforming the industry’s 21.3% growth and the S&P 500 Index’s 2.9% rise.If we compare VLY’s price performance with its peers, Fulton Financial Corpora ...