Core Insights - Prothena reported a quarterly loss of $0.44 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.45, and an improvement from a loss of $1.08 per share a year ago, resulting in an earnings surprise of +1.12% [1] - The company generated revenues of $0.02 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 99.3%, and a significant decline from year-ago revenues of $2.12 million [2] - Prothena's stock has underperformed, losing about 4.8% since the beginning of the year, while the S&P 500 has gained 0.5% [3] Earnings Outlook - The future performance of Prothena's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4] - The estimate revisions trend for Prothena was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] - Current consensus EPS estimate for the next quarter is -$0.39 on $5 million in revenues, and for the current fiscal year, it is $0.20 on $148.76 million in revenues [7] Industry Context - The Medical - Biomedical and Genetics industry, to which Prothena belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Compugen, another company in the same industry, is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year change of +171.4%, with revenues anticipated to be $17.87 million, up 1115.7% from the previous year [9]

分组1 - CTO Realty reported quarterly funds from operations (FFO) of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and showing an increase from $0.49 per share a year ago, resulting in an FFO surprise of +2.00% [1] - The company achieved revenues of $38.34 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.34%, and this represents a year-over-year revenue increase from $35.74 million [2] - CTO Realty has outperformed the market with a share price increase of approximately 3.2% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $0.54, with expected revenues of $38.66 million, and for the current fiscal year, the estimate is $2.16 on revenues of $157.56 million [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 32% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for CTO Realty was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]

Core Insights - Travere Therapeutics reported a revenue of $129.69 million for the quarter ended December 2025, reflecting a year-over-year increase of 73.4% [1] - The earnings per share (EPS) was $0.03, a significant improvement from -$0.73 in the same quarter last year, with an EPS surprise of +16.73% [1] - The reported revenue was below the Zacks Consensus Estimate of $142.46 million, resulting in a revenue surprise of -8.97% [1] Revenue Breakdown - Revenue from Tiopronin products / Thiola was $23.27 million, slightly above the estimated $21.9 million, but a decrease of 2.6% compared to the previous year [4] - Total net product sales reached $126.61 million, exceeding the average estimate of $125.35 million, marking a year-over-year increase of 72.2% [4] - Revenue from FILSPARI was $103.34 million, slightly above the estimated $103.05 million, representing a substantial increase of 108.2% year-over-year [4] - License and collaboration revenue was reported at $3.08 million, significantly lower than the average estimate of $15.33 million, but still showing a year-over-year increase of 148.3% [4] Stock Performance - Over the past month, shares of Travere have returned -1.4%, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Ardelyx reported $125.22 million in revenue for Q4 2025, a year-over-year increase of 7.8%, and a surprise of +6.51% over the Zacks Consensus Estimate of $117.57 million [1] - The EPS for the same period was $0, down from $0.02 a year ago, resulting in a -100% EPS surprise compared to the consensus estimate of $0.02 [1] Revenue Breakdown - Product sales totaled $114.4 million, slightly above the five-analyst average estimate of $114.14 million, reflecting a year-over-year change of +3.1% [4] - IBSRELA product sales reached $86.6 million, exceeding the average estimate of $85.75 million, with a significant year-over-year increase of +60.8% [4] - XPHOZAH product sales were $27.8 million, below the average estimate of $28.39 million, showing a year-over-year decline of -51.4% [4] - Licensing revenue was reported at $0.02 million, matching the average estimate, with a year-over-year increase of +4.6% [4] - Non-cash royalty revenue related to future royalties was $1.35 million, below the average estimate of $3.66 million, but still reflecting a year-over-year increase of +47.4% [4] Stock Performance - Ardelyx shares have returned -15.9% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

分组1 - Dropbox reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, but down from $0.73 per share a year ago, representing an earnings surprise of +2.52% [1] - The company achieved revenues of $636.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.39%, although this is a decrease from $643.6 million in the same quarter last year [2] - Over the last four quarters, Dropbox has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has underperformed, losing about 11.2% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $618.88 million, and for the current fiscal year, it is $3.06 on revenues of $2.5 billion [7] - The Zacks Industry Rank places the Internet - Services sector in the bottom 34% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

分组1 - Inseego reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +71.43% [1] - The company achieved revenues of $48.4 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.54% and showing growth from $48.09 million year-over-year [2] - Inseego has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 3.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $41.5 million, and for the current fiscal year, it is $0.37 on revenues of $190.11 million [7] - The Zacks Industry Rank for Internet - Software is in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for the industry [8]

Core Viewpoint - Cenovus Energy reported a revenue decline of 7% year-over-year for Q4 2025, with a significant EPS surprise of +30.91% compared to analyst expectations [1]. Financial Performance - Revenue for the quarter was $7.81 billion, which was 19.2% below the Zacks Consensus Estimate of $9.66 billion [1]. - EPS for the quarter was $0.36, up from $0.05 in the same quarter last year, exceeding the consensus estimate of $0.28 [1]. Production Metrics - Total upstream production was 917.9 million barrels of oil equivalent, slightly below the average estimate of 920.65 million barrels [4]. - Conventional natural gas production was 860.4 million cubic feet, also below the average estimate of 870.78 million cubic feet [4]. - Daily production of NGLs was 27.90 MBbls, under the average estimate of 29.91 MBbls [4]. - Bitumen production was 696.20 MBbls, slightly above the average estimate of 691.76 MBbls [4]. - Total oil sands production from Foster Creek was 220.1 million barrels, exceeding the average estimate of 217.75 million barrels [4]. - Christina Lake production was 308.9 million barrels, just below the average estimate of 310.79 million barrels [4]. - Sunrise production was 60.3 million barrels, in line with the average estimate of 60 million barrels [4]. - Lloydminster Therma production was 106.9 million barrels, above the average estimate of 103.23 million barrels [4]. - Conventional heavy oil production from Lloydminster was 28.1 million barrels, slightly above the average estimate of 26.97 million barrels [4]. - Total oil sands production was 724.3 million barrels, compared to the average estimate of 718.73 million barrels [4]. - Heavy crude oil unit throughput in Canadian refining was 112.9 million barrels, exceeding the average estimate of 106.38 million barrels [4]. - U.S. refining crude oil unit throughput was 352.6 million barrels, above the average estimate of 339.36 million barrels [4]. Stock Performance - Cenovus shares returned +20.3% over the past month, contrasting with a -0.8% change in the Zacks S&P 500 composite [3]. - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market [3].

Core Viewpoint - Comfort Systems (FIX) reported strong quarterly earnings, significantly exceeding expectations and showing substantial year-over-year growth in both earnings and revenues [1][3]. Financial Performance - The company achieved earnings of $9.37 per share, surpassing the Zacks Consensus Estimate of $6.77 per share, and up from $4.09 per share a year ago, representing an earnings surprise of +38.34% [1][2]. - Revenues for the quarter reached $2.65 billion, exceeding the Zacks Consensus Estimate by 15.84%, compared to $1.87 billion in the same quarter last year [3]. Market Performance - Comfort Systems' shares have increased by approximately 41.4% since the beginning of the year, significantly outperforming the S&P 500, which gained only 0.5% [4]. - The stock currently holds a Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [7]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $5.88, with projected revenues of $2.27 billion, and for the current fiscal year, the EPS estimate is $30.61 on revenues of $10.02 billion [8]. - The outlook for the industry, particularly the Building Products - Air Conditioner and Heating sector, is currently in the bottom 17% of Zacks industries, which may impact stock performance [9].

Core Viewpoint - Harmonic (HLIT) reported quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.10 per share, and showing a significant decline from $0.45 per share a year ago, indicating an earnings surprise of -40.00% [1] Financial Performance - The company posted revenues of $98.24 million for the quarter ended December 2025, which was 30.87% below the Zacks Consensus Estimate and a decrease from $222.17 million in the same quarter last year [2] - Over the last four quarters, Harmonic has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Harmonic shares have increased approximately 6.8% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.10 for the upcoming quarter and $0.71 for the current fiscal year, with revenues expected to be $142.75 million and $674.35 million respectively [7] - The Zacks Rank for Harmonic is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Communication - Components industry, to which Harmonic belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - RingCentral (RNG) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.14 per share, and up from $0.98 per share a year ago [1] - The company achieved a revenue of $644.03 million for the quarter, surpassing the Zacks Consensus Estimate by 0.27%, compared to $614.51 million in the same quarter last year [3] Earnings Performance - The earnings surprise for the quarter was +3.69%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - RingCentral's shares have increased by approximately 2.4% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.07 on revenues of $639.58 million, and for the current fiscal year, it is $4.69 on revenues of $2.62 billion [8] - The estimate revisions trend for RingCentral was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The Internet - Software and Services industry, to which RingCentral belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Comparatively, Globant (GLOB), another company in the same industry, is expected to report a year-over-year earnings decline of 12% in its upcoming results [10]