Key Takeaways Walmart beat Q4 estimates, with 24% e-commerce growth and 37% rise in global ad revenues.WMT posted 12.1% EPS growth, with operating income up 10.5% on a constant-currency basis. Walmart issued FY27 EPS outlook of $2.75-$2.85 and approved a new $30B buyback plan. Walmart Inc. (WMT) reported fourth-quarter fiscal 2026 results, wherein both top and bottom lines exceeded the respective Zacks Consensus Estimate. Growth was supported by sustained e-commerce momentum, advertising expansion, membersh ...

Key Takeaways PWR delivered record Q4 2025 results, with EPS up 7.5% and revenues rising 19.7% year over year.Electric Infrastructure revenue jumped to $6.43B on strong utility and load-center demand.Backlog hit a record $43.98B, with 2026 revenue guided to $33.25B-$33.75B.Quanta Services, Inc. (PWR) reported record fourth-quarter 2025 results, driven by robust demand in its Electric Infrastructure Solutions segment and contributions from recent acquisitions. Strong execution and expanding backlog supported ...

Key Takeaways Radian Group beat Q4 estimates with EPS of $1.16 and revenue of $302 million.RDN saw MI's new insurance written surge 20.2% to $15.9B, boosting premiums.RDN returned $576M in 2025 as book value rose 12.6% to $35.29 per share.Radian Group Inc. (RDN) reported fourth-quarter 2025 adjusted operating income of $1.16 per share, which beat the Zacks Consensus Estimate by 4.5%. The bottom line improved 2.7% year over year.Operating revenues increased 0.8% year over year to $302 million, driven by high ...

Key Takeaways OXY posted Q4 EPS of 31 cents, beating estimates, though revenues fell 5.2% year over year.OXY production hit 1,481 Mboe/d, topping guidance on strong Permian and Gulf of America volumes.OXY cut debt to $15B after the OxyChem sale, trimming interest costs 26.6% in the quarter.Occidental Petroleum Corporation (OXY) reported fourth-quarter 2025 earnings of 31 cents per share, which outpaced the Zacks Consensus Estimate of 19 cents by 63.2%. The bottom line dropped 61.3% year over year. GAAP loss ...

Key Takeaways Hims & Hers is set to post Q4 2025 results, with revenue projected to rise 28.7% year over year.Hims & Hers expanded into low testosterone, menopause care and Labs, boosting subscriber growth.HIMS faces higher marketing and operating costs plus compounded semaglutide legal scrutiny from Novo Nordisk.Hims & Hers Health, Inc. (HIMS) is scheduled to report fourth-quarter 2025 results on Feb. 23, after the closing bell.In the last reported quarter, the company’s earnings per share (EPS) of 6 cents ...

Shares of CBL & Associates Properties, Inc. (CBL) have gained 1.7% since the company reported results for the quarter ended Dec. 31, 2025, outperforming the S&P 500 Index, which rose 0.5% over the same period. Over the past month, CBL’s stock has risen 4.1%, ahead of the S&P 500’s 0.7% increase.CBL’s Earnings SnapshotFor the fourth quarter of 2025, net income attributable to common shareholders rose 29.7% year over year to $48.3 million, or $1.56 per diluted share, from $37.2 million, or $1.22 per diluted s ...

Core Insights - Teradyne (TER) is experiencing significant growth in its semiconductor test segment, with Q4 2025 revenues reaching $883 million, representing a 45% year-over-year increase and a 46% sequential rise from Q3 2025, driven by AI-related demand [1][10] Semiconductor Test Segment Performance - The semiconductor test segment, particularly System-on-Chip (SoC) and memory test divisions, has shown impressive growth, with SoC test revenue increasing by 23% year-over-year in 2025, while memory test revenue experienced slight growth in a flat market [2] - Compute has become the largest revenue component for Teradyne, increasing by 90% year-over-year in 2025, reflecting a strategic pivot towards AI-driven high-performance computing [3] Future Growth Projections - Teradyne anticipates robust growth in the semiconductor test market, especially in the compute segment, which is expected to expand significantly due to the rapid build-out of AI data centers, with AI applications projected to account for up to 70% of revenue in Q1 2026 [4] Competitive Landscape - Teradyne faces stiff competition from Advantest Corporation and Cohu, both of which are expanding their presence in the semiconductor test market, particularly focusing on AI-related high-performance semiconductors [5] - Cohu's Eclipse platform has been selected by a major U.S. semiconductor manufacturer for production testing of next-generation processors, showcasing its competitive advancements [6] Stock Performance and Valuation - Teradyne's shares have surged 184.6% over the past six months, significantly outperforming the Zacks Computer & Technology sector and the Zacks Electronics - Miscellaneous Products [8] - The stock is currently trading at a forward Price/Sales ratio of 11.77X, which is higher than the industry average of 8.33X, indicating a premium valuation [12] - The Zacks Consensus Estimate for 2026 earnings is $5.91 per share, reflecting a 49.24% year-over-year growth, with a recent increase of 16.11% in estimates over the past 30 days [14]

We have a decent amount of grist for the stock market mill this morning, with key earnings reports joining key economic news. Pre-market indexes have slid into the red from early-morning highs, but are leveling off currently: the Dow is -133 points, -0.27%, the S&P 500 -19, -0.28%, the Nasdaq -92, -0.37% and the small-cap Russell 2000 -10, -0.39%.Jobless Claims Remain Historically LowThursday morning Weekly Jobless Claims are out again ahead of today’s open, with an Initial Jobless Claims headline of 206K b ...

Key Takeaways FIS is set to report Q4 EPS of $1.69 on $2.74B revenues, up 20.7% and 5.4% year over year.Banking Solutions and Capital Market Solutions revenues are expected to rise 6.4% and 6.6%, respectively.Fidelity National projects 2025 adjusted EBITDA of $4.33B-$4.345B with a margin near 40.9%.Financial services technology solutions provider Fidelity National Information Services, Inc. (FIS) is set to report fourth-quarter 2025 results on Feb. 24, 2026, before the opening bell. The Zacks Consensus Esti ...

Key Takeaways AWK's Q4 adjusted EPS rose 7.8% year over year despite missing consensus estimates.American Water's 2025 revenues grew to $5.14B on rate cases and infrastructure recovery.AWK plans $3.7B in 2026 investments and sees long-term EPS growth of 7-9%.American Water Works Company (AWK) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $1.24, which lagged the Zacks Consensus Estimate of $1.28 by 3.1%.The bottom line improved 7.8% from the year-ago quarter's level of $1.15, driven by hi ...