Core Viewpoint - LiveRamp (RAMP) shares have shown a modest gain of 0.4% over the past month, closing at $25.11, with analysts suggesting a potential upside of 57% based on a mean price target of $39.43 [1] Price Targets - The average price target consists of seven estimates ranging from a low of $33.00 to a high of $50.00, with a standard deviation of $5.68, indicating a potential increase of 31.4% to 99.1% from the current price [2] - A low standard deviation suggests a strong agreement among analysts regarding the price targets, which can be a useful starting point for further research [9] Analyst Sentiment - Analysts have shown increasing optimism regarding LiveRamp's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [11] - The Zacks Consensus Estimate for the current year has risen by 2.4% over the past month, with two estimates increasing and no negative revisions [12] Zacks Rank - LiveRamp currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, which serves as a strong indicator of potential upside [13] Caution on Price Targets - While price targets are a common metric for investors, relying solely on them can be misleading, as analysts may set overly optimistic targets due to business incentives [3][8] - A tight clustering of price targets, indicated by low standard deviation, suggests a consensus among analysts, but does not guarantee that the stock will reach the average target [10]

Core Insights - MongoDB (MDB) has established a competitive advantage with its flexible document model and unified architecture, which supports various data types and AI workloads, leading to strong performance in revenue growth and operating margins [1][6][18] Financial Performance - In the fiscal third quarter, MDB reported revenues of $628.3 million, reflecting a 19% year-over-year increase, with non-GAAP operating margins rising to 20% from 19% [1] - MDB raised its full-year fiscal 2026 revenue guidance to between $2.434 billion and $2.439 billion, indicating a year-over-year growth of 21-22% [2] - The Zacks Consensus Estimate for MDB's fiscal 2026 revenues is $2.44 billion, suggesting a growth of 21.45%, with earnings expected to reach $4.79 per share, a 30.87% increase from the previous year [2] Stock Performance - MDB shares have surged 70.6% over the past six months, significantly outperforming the broader Zacks Computer and Technology sector, which increased by 10.5%, and the Zacks Internet-Software industry, which declined by 20.1% [3] Product and Platform Development - MDB's Atlas platform has evolved into a comprehensive operational platform, supporting various workloads and accommodating different data types, which enhances its appeal to enterprises modernizing their application stacks [6][8] - Atlas revenues grew by 30% year-over-year in the fiscal third quarter, making up 75% of total revenues, up from 68% in the previous year [8][9] AI Integration and Capabilities - The acquisition of Voyage AI is a strategic move for MDB, allowing for the integration of AI capabilities directly into the Atlas platform, which enhances its position in the AI market and simplifies the development of AI applications [10][11] - Adoption of Atlas among AI-native companies is increasing, with examples of significant growth in companies utilizing Voyage AI's capabilities [12] Customer Growth and Market Position - MDB added 2,600 customers in the fiscal third quarter, bringing the total to over 62,500, representing an 18.8% year-over-year increase [15] - The company is expanding its MongoDB for Startups initiative, which targets early-stage companies and positions MDB as a key player in the growing AI market projected to reach $1.77 trillion by 2032 [14] Strategic Partnerships - MDB has established strong partnerships with major cloud providers like Microsoft, Amazon, and Alphabet, facilitating easier deployment and reinforcing its role in hybrid and multi-cloud environments [13]

Core Insights - Garmin Ltd. reported fourth-quarter 2025 pro forma earnings of $2.79 per share, exceeding the Zacks Consensus Estimate by 16.6%, with a year-over-year improvement of 16% [1] - Net sales reached $2.12 billion, surpassing the Zacks Consensus Estimate by 5.6% and increasing 16.6% from the previous year [1] Revenue Growth - The year-over-year growth in net sales was driven by strong performance in the Outdoor, Fitness, Aviation, and Marine segments, partially offset by a decline in the Auto OEM segment [2] Segment Performance - **Outdoor Segment**: Contributed 29.5% of net sales with $627.6 million in sales, maintaining year-over-year performance, and an operating income of $233.9 million at a 37% margin [3] - **Fitness Segment**: Accounted for 36.0% of sales, generating $765.8 million, reflecting a 42% year-over-year increase, with an operating income of $256.9 million and a 34% margin [3] - **Aviation Segment**: Achieved $274.2 million in sales, up 16% year over year, with an operating income of $84.7 million at a 31% margin [4] - **Marine Segment**: Reported $296.9 million in sales, an 18% increase year over year, with an operating income of $52.1 million and an 18% margin [4] - **Auto OEM Segment**: Sales were $160.4 million, down 3% year over year, resulting in an operating loss of $13.5 million and a gross margin of 17% [5] Operating Results - Garmin's gross margin for Q4 2025 was 59.2%, a decrease of 10 basis points year over year, while operating expenses rose 14% to $644 million [6] - Operating income increased to $614 million, up 19% year over year, with an operating margin of 28.9%, an increase of 60 basis points [6] Balance Sheet & Cash Flow - As of December 27, 2025, Garmin held $2.67 billion in cash and marketable securities, up from $2.54 billion in the previous quarter [7] - Operating cash flow for Q4 2025 was $554 million, with free cash flow at $430 million [7] - The company paid a quarterly dividend of $173 million and repurchased $51 million in shares during the quarter [7] Future Guidance - Garmin expects full-year 2026 revenues of $7.9 billion, indicating continued growth momentum, with the Zacks Consensus Estimate at $7.54 billion, reflecting a year-over-year growth of 13.3% [8] - The company projects a gross margin of 58.5%, an operating margin of 25.5%, and a pro forma effective tax rate of 16.0% for 2026 [10] - Pro forma EPS is projected at $9.35, with the Zacks Consensus Estimate at $8.77, indicating a year-over-year growth of 7% [10]

Core Insights - Hormel Foods Corporation is selling its whole-bird turkey business to Life-Science Innovations to enhance profitability and adapt to changing consumer preferences [1][8] - The divestiture reflects Hormel's strategic shift towards value-added protein products, reducing reliance on commodity-driven operations that can lead to earnings volatility [2][5] Transaction Details - Life-Science Innovations will acquire production assets, including a Minnesota processing facility, feed mill, transportation equipment, and grower supply contracts related to the whole-bird business [3] - The transaction is expected to close by the end of the second quarter of fiscal 2026, with co-manufacturing services provided during the transition to ensure customer order fulfillment [3][5] Financial Impact - Management anticipates that the divestiture will have a limited impact on adjusted fiscal 2026 results, with further details to be discussed in the upcoming earnings call [4][8] Strategic Focus - The move is part of Hormel Foods' broader strategy to streamline turkey operations and align resources with key focus areas, ensuring continuity for employees, customers, growers, and suppliers during the transition [5] Market Performance - Hormel Foods shares have increased by 10.4% over the past three months, outperforming the S&P 500 index's growth of 3.2% during the same period [6]

Core Insights - LPL Financial Holdings Inc. (LPLA) has formed a strategic partnership with Simplicity Group to enhance its insurance platform and support for financial advisors, effective May 1, 2026 [1][9] Partnership Details - Simplicity will act as LPLA's preferred Brokerage General Agency (BGA), providing a wide range of insurance products, advanced technology, and dedicated client service support to advisors [2] - LPLA will transition its internal insurance unit, LPL Insurance Associates, to Simplicity to create a more unified experience for advisors and clients [2] Advisor Benefits - Advisors using Simplicity's platform will gain access to specialized wholesale assistance, point-of-sale support, integrated insurance solutions, and advanced planning expertise for high-net-worth individuals [3] Strategic Goals - The partnership aims to provide advisors with advanced technology and support, enabling them to build deeper client relationships and address a broader range of financial needs, which is expected to drive revenue growth and asset retention [5] Market Position - LPLA has a network of over 32,000 advisors and nearly $2.4 trillion in brokerage and advisory assets, which will significantly enhance Simplicity's distribution capabilities and competitive position in the insurance advisory market [6] Ongoing Expansion Efforts - LPLA is actively expanding its wealth management platform through strategic acquisitions and partnerships, including the acquisition of Commonwealth Financial and The Investment Center in 2025, and Crown Capital Securities and Atria Wealth Solutions in 2024 [7][8]

Key Takeaways BKNG Q4 EPS rose 16% to $48.8 as revenues climbed 16% to $6.35B, beating estimates.Booking Holdings saw merchant gross bookings jump 27% to $30.8B, 72% of total bookings.BKNG expects double-digit 2026 bookings growth, margin expansion and $700M reinvestment.Booking Holdings (BKNG) reported fourth-quarter 2025 earnings of $48.8 per share, beating the Zacks Consensus Estimate by 1.18%. The figure increased 16.1% year over year.Revenues of $6.35 billion beat the Zacks Consensus Estimate by 3.87% ...

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IdaCorp (IDA) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.88%. A quarter ago, it was expected that this utility company would post earnings of $2.23 per share when it actually produced earnings of $2.26, delivering a surprise of +1.35%.Over the last four quarters, the company ha ...

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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks ...