分组1 - PPL reported quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.42 per share, but showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of -1.21% [1] - The company posted revenues of $2.27 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.75%, compared to $2.21 billion in the same quarter last year [2] - PPL has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has gained approximately 5.6% since the beginning of the year, outperforming the S&P 500, which gained 0.2% [3] - The earnings outlook for PPL is crucial for investors, with current consensus EPS estimates at $0.61 for the coming quarter and $1.95 for the current fiscal year [7] - The Zacks Industry Rank for Utility - Electric Power is in the top 37% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Company Performance - Array Digital Infrastructure (AD) reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and significantly up from $0.05 per share a year ago, indicating strong growth [1] - The earnings surprise for this quarter was +52.38%, and the company had a remarkable surprise of +288% in the previous quarter, showcasing its ability to outperform expectations [2] - The company posted revenues of $60.33 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.52%, although this is a decline from year-ago revenues of $970 million [3] Stock Performance and Outlook - Array Digital shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.2%, indicating underperformance relative to the broader market [4] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $58.05 million, and for the current fiscal year, it is $0.70 on revenues of $215.45 million, suggesting cautious optimism for future performance [8] Industry Context - Array Digital operates within the Zacks Wireless National industry, which is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of Array Digital's stock may be influenced by the overall industry trends, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [6]

Market Overview - Wall Street began 2026 positively after a significant bull run over the past three years, but U.S. stock markets experienced fluctuations in February due to concerns regarding artificial intelligence (AI) trade [1] - Investors are moving away from tech stocks amid growing worries about the downsides of AI stocks, leading to a continued selloff as fears increase about the potential of AI stocks compared to the substantial investments in the sector [1] Investment Strategy - It is advisable to invest in high dividend-paying corporate giants, which typically possess strong financial positions, robust business models, and globally recognized brand value, providing a steady income stream during market fluctuations [2] Stock Recommendations - Five stocks with a top Zacks Rank are identified as strong investment opportunities: - AngloGold Ashanti plc (AU) - Ford Motor Co. (F) - The Hershey Co. (HSY) - Rio Tinto Group (RIO) - BHP Group Ltd. (BHP) - Each of these stocks currently holds a Zacks Rank 1 (Strong Buy) [3] Company Profiles AngloGold Ashanti plc (AU) - Operates as a gold mining company with a focus on Africa, Australia, and the Americas, primarily exploring for gold and producing silver and sulphuric acid as by-products [6] - Expected revenue and earnings growth rates for the current year are 22.5% and 52.9%, respectively, with a 10% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [7] - Current dividend yield stands at 3.36% [7] Ford Motor Co. (F) - Generated $187 billion in revenues in 2025, marking its fifth consecutive year of revenue growth, with the Ford Pro unit being a key growth driver [8][9] - Expected revenue and earnings growth rates for the current year are 0.3% and 39.5%, respectively, with a 3.4% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] - Current dividend yield is 4.33% [11] The Hershey Co. (HSY) - Focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [12] - Expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a 15.9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [14] - Current dividend yield is 2.62% [14] Rio Tinto Group (RIO) - An international mining company with interests in various minerals, including aluminum, copper, and iron ore, with operations in multiple countries [15] - Expected revenue and earnings growth rates for the current year are 10% and 19%, respectively, with a 9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] - Current dividend yield is 2.98% [16] BHP Group Ltd. (BHP) - Experienced a 1% dip in iron ore output, while copper production increased by 4% in the first quarter of fiscal 2026, projecting iron ore production of 258-269 million tons for fiscal 2026 [17][9] - Expected revenue and earnings growth rates for the current year are -4.1% and 29.1%, respectively, with a 0.4% improvement in the Zacks Consensus Estimate for earnings over the last seven days [19] - Current dividend yield is 3.18% [19]

Core Insights - Bandwidth Inc. reported modest fourth-quarter 2025 results, with revenues slightly exceeding estimates and adjusted earnings meeting expectations [1][3] Revenue Performance - Quarterly revenues decreased to $207.7 million from $210 million in the prior-year quarter, primarily due to lower messaging surcharges and the absence of political campaign revenues, although it beat the Zacks Consensus Estimate of $207.2 million [5][9] - For 2025, total revenues increased to $753.8 million from $748.5 million in 2024 [5] Income and Earnings - On a GAAP basis, the net loss for the quarter was $3 million or a loss of 10 cents per share, compared to a net loss of $1.8 million or a loss of 6 cents per share in the prior-year quarter [2] - Non-GAAP net income for the quarter was $11.5 million or 35 cents per share, slightly down from $11.6 million or 37 cents per share in the prior-year quarter, aligning with the Zacks Consensus Estimate [3] Gross Profit and Margins - Non-GAAP gross profit for the quarter was $86.3 million with a margin of 57%, compared to $83.4 million and a margin of 58% in the year-ago quarter [7] - For 2025, non-GAAP gross profit rose to $326 million from $307.9 million in 2024, with respective margins of 58% and 57% [7] Cash Flow and Liquidity - In the fourth quarter, cash generated from operations was $38.6 million, up from $36.5 million in the year-earlier quarter [8] - For 2025, cash from operating activities totaled $89.5 million compared to $83.9 million in 2024 [8] Future Outlook - For the first quarter of 2026, Bandwidth expects revenues between $200 million and $203 million, with adjusted EBITDA forecasted in the range of $21 million to $24 million [10] - For 2026, the company anticipates revenues between $864 million and $884 million, indicating approximately 16% year-over-year growth, and adjusted EBITDA expected to be between $117 million and $123 million [11]

Core Insights - Palo Alto Networks (PANW) and Cisco Systems (CSCO) are significant players in the cybersecurity sector, with PANW focusing on next-generation firewalls, cloud security, and AI-driven threat detection, while CSCO emphasizes Threat Intelligence, Detection, and Response offerings, including Secure Access Service Edge (SASE) and Network Security [1][2] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.28% from 2026 to 2031, driven by increasing complex attacks such as credential theft and social engineering [2] Company Analysis: Palo Alto Networks (PANW) - PANW is recognized as a leader in cybersecurity, providing comprehensive solutions for network security, cloud security, and endpoint protection [4] - The company’s SASE segment is its fastest-growing area, with Annual Recurring Revenues (ARR) increasing by 40% year-over-year in Q2 of fiscal 2026 [5] - A significant deal worth over $50 million was secured with a global automotive leader for a major security transformation, highlighting PANW's strong market position [6] - PANW faces challenges from integration and acquisition-related costs, including a $25 billion acquisition of CyberArk and a $3.35 billion acquisition of Chronosphere, leading to increased costs and potential profitability impacts [7] - The issuance of 112 million shares as part of the CyberArk deal is expected to cause significant equity dilution, with EPS guidance for fiscal 2026 revised down to $3.65-$3.70 from $3.80-$3.90 [8] Company Analysis: Cisco Systems (CSCO) - CSCO is making steady advancements in its security business, with new products like Secure Access and AI Defense gaining traction, now representing about one-third of its security portfolio [9] - The company added 2.5 million Secure Access users in Q2 of fiscal 2026, with new customer acquisitions contributing significantly to new bookings [11] - CSCO has reported three consecutive quarters of double-digit growth in firewall units, supported by new high-end firewall platforms [12] - The company is embedding AI deeper into its security offerings, enhancing its capabilities to address advanced threats [12] - CSCO's earnings estimates for fiscal 2026 and 2027 have been revised upward, with current estimates at $4.13 and $4.46, respectively [17] Market Performance - Over the past six months, CSCO shares have increased by 17.2%, while PANW shares have decreased by 17.7% [19] - CSCO is trading at a forward sales multiple of 4.95X, which is lower than PANW's 9.31X, making CSCO more attractive for value-seeking investors [21] Conclusion - The analysis suggests that CSCO presents a more compelling investment opportunity due to its steady execution, strong product adoption, and favorable earnings revisions, while PANW faces near-term risks from integration costs and share dilution [23][24]

Core Viewpoint - Gildan Activewear Inc. (GIL) is expected to report revenue growth of 7.8% year-over-year, with a consensus estimate of $885.3 million for Q4 2025, and earnings per share estimated at 94 cents, reflecting a 13.3% increase from the previous year [1]. Group 1: Financial Performance Expectations - The consensus estimate for Gildan's revenues is $885.3 million, indicating a rise of 7.8% from the year-ago figure [1]. - The consensus estimate for earnings is 94 cents per share, which indicates a 13.3% increase from the year-ago quarter's actual [1]. - Gildan has a trailing four-quarter average earnings surprise of 2.6%, with a 2% earnings surprise in the last reported quarter [2]. Group 2: Factors Influencing Q4 Results - Gildan's results are expected to benefit from its Sustainable Growth Strategy, which includes expanding capacity, driving innovation, and advancing ESG initiatives [3]. - The company has completed the acquisition of HanesBrands, contributing to increased market share through brand strength, product innovation, and enhanced customer service [4]. - The Activewear segment is gaining momentum due to market share expansion and strong demand, which is likely to positively impact the upcoming quarter's performance [4]. Group 3: Challenges and Market Conditions - The company faces challenges from a tough operating landscape, including inflationary pressures and softness in the hosiery and underwear category [5]. - Higher operating expenses are expected to have somewhat dampened profitability in the quarter under review [5]. Group 4: Valuation and Stock Performance - Gildan has a forward 12-month price-to-earnings ratio of 15.72x, which is below the industry's average of 16.41x and below its five-year high of 21.94x [7]. - Gildan shares have gained 31.2% in the past six months, significantly outperforming the industry's growth of 0.1% [7].

Key Takeaways NEM beats Q4 earnings and revenue estimates as realized gold prices surge 59.5% YoY.NEM posts $6.8B revenue, up 20.6%, while gold output hits 1.45M oz.NEM cash jumps 111% to $7.6B, debt falls 32%, and 2026 output is expected at 5.26M oz.Newmont Corporation (NEM) reported fourth-quarter 2025 earnings of $1.19 per share compared with $1.24 in the year-ago quarter.Barring one-time items, adjusted earnings were $2.52 per share, up from $1.40 reported in the prior-year quarter. It topped the Zacks ...

Key Takeaways B expands production through projects like Goldrush, Fourmile and the Lumwana Super Pit.KGC advances Round Mountain Phase X, Bald Mountain Redbird 2 and Kettle River-Curlew projects.B and KGC maintain solid liquidity and pursue development plans supported by strong gold prices.Barrick Mining Corporation (B) and Kinross Gold Corporation (KGC) are two prominent players in the gold mining space with global operations. While gold prices have fallen from their January 2026 highs, they remain favora ...

Key Takeaways FSLR's Q4 EPS is projected to rise 43% YoY, with revenues expected to increase 3.9%.FSLR may benefit from its new Louisiana plant and up to $391M in 45X tax credit proceeds.FSLR is expected to face tariff-driven cost pressures and softer Malaysia, Vietnam output in Q4.First Solar (FSLR) is scheduled to release fourth-quarter 2025 results on Feb. 24, after market close. The company delivered a negative earnings surprise of 1.9% in the last reported quarter. Let’s discuss the factors that are li ...

Key Takeaways ALLT is expected to post Q4 revenues of $27.93M, up 12.2% Y/Y, with EPS of 7 cents.Allot's SECaaS ARR jumped about 60% Y/Y in Q3, lifting recurring revenues to 63% of total sales.ALLT trades at 4.21X forward sales, below sector and major cybersecurity peers.Allot Inc. (ALLT) is scheduled to report its fourth-quarter 2025 results on Feb. 25.The Zacks Consensus Estimate for Allot’s fourth-quarter 2025 revenues is pegged at $27.93 million, which implies growth of 12.2% from the year-ago reported ...