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Parker-Hannifin (PH) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2026-02-19 18:45
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...
3 Reasons Why Growth Investors Shouldn't Overlook Laureate Education (LAUR)
ZACKS· 2026-02-19 18:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth sto ...
Community Health Q4 Earnings Beat Estimates on Lower Expenses
ZACKS· 2026-02-19 18:35
Key Takeaways CYH posted break-even Q4 EPS, topping estimates and improving from prior-year loss.Community Health Systems saw Q4 revenue fall 4.9% as admissions and patient days declined.CYH forecasts 2026 revenue of $11.6B-$12B and EBITDA of $1.34B-$1.49B, below 2025 levels.Community Health Systems, Inc. (CYH) reported break-even earnings per share in the quarter, outperforming the Zacks Consensus Estimate of a loss of 32 cents. The bottom line improved from a loss of 42 cents in the prior-year quarter.Net ...
Founder-Led Powerhouses That Boast Durable Growth Potential
ZACKS· 2026-02-19 18:25
An updated edition of the December 30, 2025, article.Founders possess a unique ability to shape their companies from inception, much like a parent nurturing a child’s development. Guided by a compelling vision and unwavering dedication, they are often willing to embrace uncertainty, take calculated risks and pursue unconventional strategies that traditional executives might avoid. Founder-led organizations frequently reflect the personal values, philosophies and long-term aspirations of their creators, evol ...
Host Hotels' Q4 AFFO & Revenues Top Estimates, Hotel RevPAR Rises
ZACKS· 2026-02-19 18:25
Key Takeaways Host Hotels Q4 AFFO of 51 cents beat estimates; revenue rose 12.3% to $1.60B.HST RevPAR hit $227.14, up 4.6%, driven by higher room rates and leisure demand.HST ended Q4 2025 with $2.4B in liquidity and sees 2026 AFFO per share of $2.03-$2.11.Host Hotels & Resorts, Inc. (HST) reported fourth-quarter adjusted funds from operations (AFFO) per share of 51 cents, which surpassed the Zacks Consensus Estimate of 47 cents. The figure increased 13.3% from the prior-year quarter.Host Hotels generated t ...
APP Declines 29% in a Month: AI Edge and Profit Engine, Buy or Wait?
ZACKS· 2026-02-19 18:25
Core Insights - AppLovin (APP) has transitioned from a mobile gaming infrastructure provider to a highly profitable performance advertising platform [1] - The company's operating profile showcases rapid expansion alongside strong margin discipline, raising questions about its need for fresh capital versus a patient monitoring approach [2] Financial Performance - AppLovin reported revenues of $1.7 billion in Q4 2025, marking a 66% year-over-year increase, while adjusted EBITDA grew 82% to $1.4 billion, resulting in an 84% margin [3] - The company's ability to achieve strong revenue growth alongside high operating efficiency indicates structural advantages rather than temporary benefits [5] AI Integration - Artificial intelligence is central to AppLovin's business model, with its proprietary optimization engine, AXON, enhancing targeting and performance outcomes [6] - The MAX mediation platform connects publishers with various advertising demand sources, creating a reinforcing cycle that improves network outcomes [7] Competitive Landscape - AppLovin's performance can be compared to peers like The Trade Desk (TTD) and Unity Software (U), which operate in programmatic advertising and game engine markets, respectively [10][12] - Unlike AppLovin, The Trade Desk focuses on data transparency and independence, while Unity Software has a broader software focus that includes monetization as one aspect of its ecosystem [11][13] Market Volatility - Despite strong operational metrics, AppLovin's stock has experienced a 29% decline in a month, contrasting with an 11% decline in the industry, driven by investor concerns over competition from larger technology platforms [14] - Management views AI as an accelerant rather than a threat, suggesting that performance optimization engines will become increasingly essential as digital content complexity grows [15] Investment Outlook - AppLovin's model benefits from network effects, operating efficiency, and advertiser reliance on measurable outcomes, but risks include concentration in mobile advertising and regulatory scrutiny [17][18] - The current investment stance is a hold, as the company presents a compelling operational narrative but faces uncertainties from competitive dynamics and market sentiment [19]
Here's What You Must Know Ahead of Planet Fitness' Q4 Earnings
ZACKS· 2026-02-19 18:21
Key Takeaways Planet Fitness is set to report Q4 results, with EPS and revenues projected to rise year over year.PLNT expects growth from new clubs, equipment sales and higher-tier Black Card memberships.PLNT faces pressure from elevated attrition and rising operating costs tied to expansion.Planet Fitness, Inc. (PLNT) is scheduled to report fourth-quarter 2025 results on Feb. 24, before the opening bell.In the last reported quarter, the company’s earnings and revenues beat the Zacks Consensus Estimate by 1 ...
Earnings Estimates Moving Higher for Redwood Trust (RWT): Time to Buy?
ZACKS· 2026-02-19 18:21
Redwood Trust (RWT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this specialty finance company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between t ...
Earnings Estimates Rising for Cognex (CGNX): Will It Gain?
ZACKS· 2026-02-19 18:21
Cognex Corporation (CGNX) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this company, should get reflected in its stock price. After all, empirical research shows a strong correlation between tr ...
Here's What You Must Know Ahead of Primoris Services' Q4 Earnings
ZACKS· 2026-02-19 18:15
Core Insights - Primoris Services Corporation (PRIM) is set to report its fourth-quarter 2025 results on February 23, after market close, with previous quarter's adjusted EPS and revenues exceeding Zacks Consensus Estimates by 44.1% and 20.3% respectively [1] Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q4 EPS remains unchanged at 95 cents, reflecting a 15.9% year-over-year decline from $1.13 [2] - The revenue estimate for Q4 is pegged at $1.7 billion, indicating a 2.7% decrease from $1.74 billion reported in the same quarter last year [2] Group 2: Factors Influencing Q4 Results - Revenue performance is expected to be impacted by reduced contributions from the Utilities segment due to a decline in storm-related work and adverse weather affecting the Pipeline business [3][4] - The Energy segment is anticipated to show strong momentum, driven by record activity in utility-scale solar and battery storage projects, partially offsetting the downturn in other segments [4] Group 3: Segment Performance and Backlog - The Zacks Consensus Estimate for revenues in the Energy segment is $1.2 billion, indicating a year-over-year growth of 9%, while the Utilities segment is expected to decline by 9% to $604 million [5] - The backlog for the Energy segment is expected to be $4.83 billion, down 23.9% year-over-year, while the Utilities segment's backlog is projected to increase by 20.5% to $6.65 billion [10] Group 4: Earnings and Margins - The bottom line is expected to decline year-over-year due to margin compression in both segments, with Utilities margins pressured by the absence of high-margin storm restoration work [7] - Gross profit for the Utilities segment is expected to decrease by 32.3% to $54.4 million, while the Energy segment's gross profit is expected to rise by 29.8% to $134.9 million [9] Group 5: Financial Position - The company has made significant progress in deleveraging its balance sheet and generating free cash flow, positioning it to capitalize on demand for power generation and opportunities in the data center market [6]