Core Insights - Five9, Inc. (FIVN) reported fourth-quarter 2025 earnings of 80 cents per share, exceeding the Zacks Consensus Estimate by 1.3% and showing a 1.3% increase from the previous year's 79 cents [1][9] - The company's fourth-quarter revenues rose 8% year over year to $300.3 million, also surpassing the Zacks Consensus Estimate by 0.9%, driven by a 12% increase in subscription revenues due to strong Enterprise AI traction [2][9] Financial Performance - FIVN's adjusted non-GAAP gross profit for Q4 was $189.47 million, up from $176.85 million in the same quarter last year, with a gross margin of 63.1%, down 40 basis points year over year [3] - Non-GAAP operating income increased to $61.62 million from $49.52 million year over year, resulting in a non-GAAP operating margin of 20.5%, up from 17.8% [4] - General & administrative expenses on a non-GAAP basis rose to $18.2 million, accounting for 6.1% of revenues, down from 6.4% in the previous year [4] - Research & development expenditures decreased to $26.2 million, representing 8.7% of revenues, down from 11.5% [5] - Non-GAAP sales & marketing costs increased to $67.7 million, maintaining 22.6% of revenues, consistent with the prior year [5] Balance Sheet & Cash Flow - At the end of the quarter, FIVN had cash and cash equivalents of $696.92 million, up from $676.2 million in the previous quarter [6] - The company generated an operating cash flow of $83.6 million and reported a free cash flow of $67.3 million, with a free cash flow margin of 22% [6] Guidance - For 2026, Five9 expects revenues to be between $1.247 billion and $1.261 billion, with the Zacks Consensus Estimate at $1.26 billion, indicating a year-over-year growth of 9.6% [7] - GAAP net income per share is projected to be between 86 cents and 95 cents, while non-GAAP net income per share is expected to range from $3.15 to $3.21, with the Zacks Consensus Estimate at $3.19, reflecting an 8.3% year-over-year growth [8] - For Q1 of fiscal 2026, revenues are forecasted to be between $296.5 million and $302.5 million, with the Zacks Consensus Estimate at $299.3 million, indicating a 7% year-over-year growth [10] - GAAP net income per share for Q1 is projected to be between 10 cents and 17 cents, while non-GAAP net income per share is expected to be between 66 cents and 70 cents, with the Zacks Consensus Estimate at 67 cents, indicating an 8.1% year-over-year growth [11]

Key Takeaways OKLO is pursuing a combined NRC license to cover both construction and operations.OKLO's Part 52 pathway allows reuse of safety and design documents for future sites.OKLO's Aurora-INL application is under review, building regulatory momentum.Regulatory execution is becoming one of the biggest deciding factors in bringing advanced nuclear technologies to market. In this industry, licensing timelines often determine whether projects move forward or face delays. For Oklo Inc. (OKLO) , steady prog ...

Key Takeaways Modine shares have surged 63% YTD, fueled by AI-driven data center cooling demand and strong earnings.MOD posted 31% revenue growth, with data center sales up 78% and multi-year pipeline visibility.MOD raised fiscal 2026 outlook, targeting 20-25% revenue growth and expanding EBITDA margins.Shares of Modine Manufacturing (MOD) have been on a tear. The stock is up nearly 63% year to date, outperforming the industry as well as peers, including Vertiv Holdings (VRT) and Johnson Controls (JCI) . Af ...

Key Takeaways Dominion Energy is set to report Q4 2025 earnings on Feb. 23, with EPS seen at 64 cents.Dominion Energy may benefit from data center demand and no Millstone refueling outage.D faces higher financing costs, weaker margins and trades at a premium to its industry.Dominion  Energy (D) is scheduled to release its fourth-quarter 2025 results on Feb. 23, before market open. The Zacks Consensus Estimate for earnings is currently pegged at 64 cents per share on revenues of $3.56 billion.Fourth-quarter ...

Oil States International (OIS) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.81%. A quarter ago, it was expected that this energy services company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.Over the last four ...

Western Union (WU) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.34%. A quarter ago, it was expected that this money transfer company would post earnings of $0.43 per share when it actually produced earnings of $0.47, delivering a surprise of +9.3%.Over the last four quarters, the ...

Core Insights - Artificial intelligence is driving significant growth in data center construction, with cooling becoming a critical challenge that impacts expansion speed [1] - Modine Manufacturing (MOD) is strategically positioned to capitalize on this trend, with record orders and plans for aggressive capacity expansion that could reshape its earnings over the next five years [2] Data Center Growth - Modine's data center sales increased by 31% sequentially in fiscal Q3 2026, with expectations for revenues exceeding $400 million in the fourth quarter [3] - The company has a record order book, with a five-year visibility on engagements increasingly structured around long-term supply agreements [4] Cooling Capacity Demand - For hyperscalers, securing cooling capacity is now as crucial as securing power, with production slots and delivery timelines gaining importance alongside technology performance [5] - Management projects annual growth of 50-70% in the data center business over the next two fiscal years, with capacity to support this growth expected by the end of fiscal 2027 [6] Expansion of Product Offerings - Modine is expanding its Climate Solutions portfolio beyond core cooling, having acquired several companies to enhance capabilities in heating, ventilation, and air handling [7][8] - The company is targeting the commissioning of eight chiller lines by fiscal year-end, with a long-term goal of approximately 20 lines by early fiscal 2028, representing a 125% cumulative capacity expansion [9][10] Competitive Landscape - Modine operates in a competitive environment alongside established players like Vertiv and Johnson Controls, both of which have strong positions in AI-driven data center cooling [12] - Vertiv benefits from deep relationships with hyperscalers and offers integrated thermal management solutions, while Johnson Controls provides a broad range of HVAC and building solutions [13][14] Future Outlook - Modine's aggressive scaling aims to capture the growing demand for AI-driven data center cooling, supported by multi-year visibility and expanding capacity [15] - The long-term expected EPS growth rate for Modine is projected at 34% [15]

Key Takeaways Brent and WTI rebound to six-month highs amid U.S.-Iran tensions and supply concerns.Sasol Limited is seeing earnings estimate upgrades and projects 4.3% growth next year.National Energy Services Reunited forecasts 87.8% earnings growth for the current year.Global oil prices have started the year with a mix of moderate gains and persistent volatility, deeply influenced by geopolitical tensions and underlying macroeconomic fundamentals. Both Brent crude, the global benchmark, and West Texas Int ...

Key Takeaways Caterpillar reported Q4 2025 EPS of $5.16, up 0.4%, ending five straight quarters of declines.CAT faced 29% higher costs in Q4 2025, with tariffs hitting margins and gross margin down to 30.3%.Caterpillar sees 2026 revenue near the top of 5-7% CAGR but expects $2.6B tariff impact.Caterpillar Inc. (CAT) delivered fourth-quarter 2025 adjusted earnings per share of $5.16, reflecting a 0.4% year-over-year increase. While the growth was modest, it marked a turnaround for the global construction and ...

Key Takeaways Dividend ETFs are quietly beating the S&P 500 in 2026, amid geopolitical tensions and tech-sector weakness.While Japan-focused DFJ surges on election optimism, SCHD, HDV and EYLD offer quality dividend exposure.Wall Street has delivered a moderate performance so far this year. SPDR S&P 500 ETF Trust (SPY) has gained about 0.2% so far this year, SPDR Dow Jones Industrial Average ETF Trust (DIA) has added about 2.2%, the Nasdaq-100 ETF Invesco QQQ Trust, Series 1 (QQQ) has lost about 1.6% and iS ...