ZACKS
Search documents
Seeking Clues to Viper Energy (VNOM) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2026-02-20 15:15
Analysts on Wall Street project that Viper Energy Partners (VNOM) will announce quarterly earnings of $0.27 per share in its forthcoming report, representing a decline of 35.7% year over year. Revenues are projected to reach $426.49 million, increasing 86.5% from the same quarter last year.Over the last 30 days, there has been a downward revision of 5.9% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their init ...
Salesforce (CRM) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2026-02-20 15:15
The upcoming report from Salesforce (CRM) is expected to reveal quarterly earnings of $3.03 per share, indicating an increase of 9% compared to the year-ago period. Analysts forecast revenues of $11.17 billion, representing an increase of 11.7% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings release ...
Seeking Clues to Nvidia (NVDA) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2026-02-20 15:15
Wall Street analysts expect Nvidia (NVDA) to post quarterly earnings of $1.52 per share in its upcoming report, which indicates a year-over-year increase of 70.8%. Revenues are expected to be $65.56 billion, up 66.7% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings release, it is of utmost importance ...
Wall Street's Insights Into Key Metrics Ahead of Diamondback (FANG) Q4 Earnings
ZACKS· 2026-02-20 15:15
Analysts on Wall Street project that Diamondback Energy (FANG) will announce quarterly earnings of $1.88 per share in its forthcoming report, representing a decline of 48.4% year over year. Revenues are projected to reach $3.15 billion, declining 15% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 12.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during th ...
What Analyst Projections for Key Metrics Reveal About Snowflake (SNOW) Q4 Earnings
ZACKS· 2026-02-20 15:15
Analysts on Wall Street project that Snowflake Inc. (SNOW) will announce quarterly earnings of $0.27 per share in its forthcoming report, representing a decline of 10% year over year. Revenues are projected to reach $1.25 billion, increasing 26.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a ...
AI-Driven Innovation Accelerates Tempus AI's Expansion Across MedTech
ZACKS· 2026-02-20 15:06
Core Insights - Artificial intelligence, particularly generative AI, is significantly transforming the MedTech industry, with companies like Tempus AI, Inc. leading the way in AI-driven healthcare solutions [1] Product Developments - Tempus launched its HRD-RNA algorithm in February 2026, a next-generation AI model designed to identify patients likely to respond to platinum-based chemotherapy or PARP inhibitors [2] - In January 2026, Tempus introduced Paige Predict, an AI-powered digital pathology application that analyzes whole slide images to assist in testing decisions [3] - Tempus received FDA clearance in July 2025 for its ECG-Low EF software, which uses AI to identify patients with low left ventricular ejection fraction [3] - The company also launched Notetaker in May 2025, an AI clinical assistant that records patient sessions to generate clinical notes for electronic health records [3] Industry Collaborations - GE HealthCare is collaborating with NVIDIA to utilize AI and high-performance computing to enhance patient comfort and reduce radiologist burnout [4] - Stryker's Mako SmartRobotics platform integrates AI to improve surgical accuracy in knee and hip procedures, with significant adoption and a recurring revenue model [5] Financial Performance - Tempus' stock has decreased by 21.9% over the past year, while the industry has seen a decline of 37.8%, contrasting with a 14.8% increase in the S&P 500 [6] - The company's current forward Price-to-Sales ratio is 6.63X, higher than the industry average of 5.66X, indicating an expensive valuation [9] Earnings Estimates - Tempus' loss per share estimates for 2025 have remained stable over the past 30 days, with projections of -0.59 for the current year and -0.21 for the next year [10][11]
Akamai Q4 Earnings Beat Estimates, Revenues Increase Y/Y
ZACKS· 2026-02-20 15:06
Core Insights - Akamai Technologies, Inc. (AKAM) reported strong fourth-quarter 2025 results, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate [1] - The company experienced year-over-year revenue growth, driven by solid demand across various end markets, particularly in security and cloud infrastructure services [1] Financial Performance - GAAP net income for Q4 2025 declined to $85.1 million or 58 cents per share from $139.9 million or 91 cents per share in the previous year, impacted by higher costs and operating expenses [2] - Non-GAAP net income for Q4 2025 was $270.1 million or $1.84 per share, compared to $253.9 million or $1.66 per share a year ago, beating the Zacks Consensus Estimate by 9 cents [2] - For the full year 2025, net income was $452 million or $3.07 per share, down from $504.9 million or $3.27 per share in 2024, while non-GAAP net income increased to $1.05 billion or $7.12 per share from $995.6 million or $6.48 per share in 2024 [3] Revenue Breakdown - Quarterly net sales reached $1.09 billion, a 7% increase from $1.02 billion in the year-ago quarter, driven by strong performance in the Security and Compute segments [4] - Revenues from the Security Technology Group were $592.4 million, up 11% year-over-year, primarily due to demand for Guardicore Segmentation and API security solutions [5] - The Delivery segment generated $311.1 million, down from $317.8 million in the previous year, but exceeded estimates [5] - The Cloud Computing segment reported revenues of $191.4 million, up from $167.5 million, although it missed estimates [6] - U.S. net sales were $552.9 million, a 4% increase year-over-year, while international revenues rose to $542.1 million from $490.1 million [6] Operating Expenses and Cash Flow - Total operating expenses increased to $1 billion from $871.9 million in the prior-year period, while non-GAAP income from operations improved to $316 million [7] - Adjusted EBITDA for Q4 was $457.5 million, up from $429.4 million in the year-ago quarter [7] - In Q4, Akamai generated $366.6 million in cash from operations, compared to $343.8 million in the previous year, with total cash and cash equivalents at $930.2 million as of December 31, 2025 [9] Future Outlook - For Q1 2026, Akamai expects revenues between $1.06 billion and $1.085 billion, with non-GAAP operating margins projected at 26-27% and earnings forecasted at $1.50-$1.67 per share [10] - For the full year 2026, revenues are expected to be between $4.4 billion and $4.55 billion, with non-GAAP operating margins of 26-28% and earnings projected at $6.20-$7.20 per share [11]
Deere Stock Surges on Upbeat Earnings & Guidance: Agri ETFs to Play
ZACKS· 2026-02-20 15:01
Key Takeaways Deere (DE) beat earnings estimates and raised FY2026 outlook, sending the stock sharply higher.Strong shipment volumes and demand recovery lifted Deere despite tariff concerns.Agri ETFs VEGI, KROP and FTAG rose as Deere's rally boosted the broader agriculture space.Deere & Company (DE) has reported first-quarter fiscal 2026 (ended Feb. 1, 2026) earnings of $2.42 per share, beating the Zacks Consensus Estimate of $1.92 on Feb. 19, 2026 before market open. However, the bottom line fell 24% from ...
Salesforce, Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
ZACKS· 2026-02-20 15:00
Salesforce (CRM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this customer-management software developer have returned -18.8% over the past month versus the Zacks S&P 500 composite's -0.8% change. The Zacks Internet - Software industry, to which Salesforce belongs, has lost 3.7% over this period. Now the key question is: Where could the stock be headed in the near ...
HPQ Gears Up to Report Q1 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-20 14:50
Key Takeaways HPQ's Q1 results hinge on Personal Systems strength and softness in Printing.AI PC launches and gaming products are expected to support HPQ's top-line growth.Rising memory prices may weigh on HPQ's profitability.HP Inc. (HPQ) is set to release first-quarter fiscal 2026 results on Feb. 25, after market close.The Zacks Consensus Estimate for revenues is pegged at $14.06 billion, suggesting an improvement of 4.1% from the prior-year quarter.HP expects non-GAAP earnings per share between 73 cents ...