Key Takeaways Hims & Hers reported strong quarterly revenue growth, driven by momentum in its Online channel.HIMS posted $617.8 million in Q4 revenue, driven by strong Online growth and 2.5 million subscribers.Hims & Hers' gross margin fell 487 bps to 71.9%, with 2026 revenue guided to $2.7 billion and $2.9 billionHims & Hers Health, Inc. (HIMS) came out with quarterly earnings per share (EPS) of 7 cents in fourth-quarter 2025, compared with the year-ago period’s EPS of 11 cents. However, the figure compare ...

Key Takeaways OPEN's Opendoor 2.0 shifts focus from growth at any cost to profitability and unit economics.Opendoor's October 2025 cohort shows faster sell-through and improved contribution margins.OPEN trades at 0.73x forward P/S, while 2026 loss estimates have narrowed in the past month.Opendoor Technologies Inc.’s (OPEN) fourth-quarter 2025 earnings call made one thing clear: the company is no longer chasing growth at any cost. Instead, Opendoor 2.0 is deliberately slowing the top line to fix the engine ...

Key Takeaways ET gained 14.1% in three months, lagging its industry and sector despite a vast U.S. pipeline network.Energy Transfer gets nearly 90% of revenues from fees and expanded Transwestern capacity to 2.3 Bcf/d.ET trades at 10.1x EV/EBITDA, below industry, while ROE of 10.17% trails peers.Units of Energy Transfer LP (ET) have rallied 14.1% in the past three months compared with the Zacks Oil and Gas - Production Pipeline - MLB industry’s growth of 16% and the Zacks Oil-Energy sector’s rally of 19.2%. ...

Key Takeaways GigaCloud is riding e-commerce growth and closed an $18M New Classic acquisition to expand reach. NABL topped Q4 revenue estimates and guided up to $559M in 2026 sales, but EPS missed on higher costs. GCT shares outperformed NABL and trade at a lower forward sales multiple of 0.87. GigaCloud Technology (GCT) and N-able (NABL) are notable players in the Zacks Technology Services industry. GigaCloud Technology, headquartered in California, is a leading provider of comprehensive global B2B techno ...

Key Takeaways AXSM reported a Q4 loss of 71 cents, missing estimates even as revenues rose 65% to $196M.Auvelity sales climbed 68% Y/Y to $155.1M, with prescriptions up 42% year over year in Q425.Axsome's Sunosi sales rose 40% Y/Y, while newly launched Symbravo generated $4.1M in Q4.Axsome Therapeutics (AXSM) incurred a loss of 71 cents per share in the fourth quarter of 2025, wider than the Zacks Consensus Estimate of a loss of 70 cents. The company had incurred a loss of 96 cents per share in the year-ago ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Lululemon (LULU) , which belongs to the Zacks Textile - Apparel industry.This athletic apparel maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 12.91%.For the most recent quarter, Lululemon was expected to post earnings of $2.22 per share, but it ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering TopBuild (BLD) , which belongs to the Zacks Building Products - Miscellaneous industry.When looking at the last two reports, this insulation products company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 3.71%, on average, in the last two quarters.For the last reported quarter, TopBuild came out with earnin ...

Key Takeaways Block is set to report Q4 2025 results on Feb. 26, with revenues expected to rise 5.7% year over year.XYZ projects Q4 gross profit of $2.755B, up 19%, with a 20% adjusted operating margin.Block's EPS consensus estimate was cut to 65 cents, down 8.5% from last year.Block (XYZ) is set to report fourth-quarter 2025 results on Feb. 26, after market close. While the company’s quarterly results are likely to display a year-over-year rise in revenues, earnings per share (EPS) are expected to decline. ...

Core Insights - SoundHound AI, Inc. (SOUN) is set to report its fourth-quarter 2025 results on February 26, 2026, after market close [1] Financial Performance - In the last reported quarter, SoundHound achieved a revenue increase of 68% year over year, reaching $42 million, surpassing the Zacks Consensus Estimate by 4.9% [2] - The company raised its 2025 revenue outlook to a range of $165 million to $180 million, indicating confidence in sustained growth [2] - Non-GAAP gross margin was reported at 59.3%, supported by operational efficiencies and proprietary model usage [3] - The company reported a non-GAAP net loss of 3 cents per share, which was narrower than the Zacks Consensus Estimate of a loss of 4 cents [3] Future Estimates - The Zacks Consensus Estimate for the fourth-quarter bottom line remains unchanged at a loss of 2 cents per share, compared to a loss of 69 cents per share a year ago [6] - For 2026, revenues are expected to increase by 38.3% year over year to $232.2 million, with an anticipated improvement in the bottom line to a loss of 6 cents per share from an estimated loss of 13 cents for 2025 [7] Market Position and Competition - SoundHound operates in a competitive voice and conversational AI market, facing challenges from established players like Nuance Communications, Cerence Inc., and NICE Ltd. [25] - The competitive landscape is characterized by pricing and platform competition, particularly from Nuance's enterprise and healthcare AI solutions [25] Valuation and Investment Outlook - SOUN shares are currently considered slightly overvalued, trading at a forward 12-month price-to-sales (P/S) ratio of 13.73, higher than the Zacks Computers - IT Services industry average [26] - Despite strong revenue momentum and a solid liquidity position of $269 million in cash with no debt, ongoing automotive market softness and elevated investments may pressure near-term profitability [27][28]

Key Takeaways Lilly's Mounjaro and Zepbound drove $36.5B in 2025 sales, fueling strong cardiometabolic growth.Novo Nordisk expects 2026 sales and operating profit to decline amid competition and pricing pressure.LLY shares rose 17.4% in a year, while NVO plunged 56.4%.Novo Nordisk (NVO) and Eli Lilly (LLY) lead the diabetes and obesity market, driven by blockbuster GLP-1 therapies. Lilly sells its dual GIP/GLP-1 agonist tirzepatide as Mounjaro for type II diabetes and as Zepbound for obesity. Novo Nordisk m ...