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 ...

Key Takeaways SNOW reached a $100M AI revenue run rate a quarter ahead of expectations. Snowflake rolled out Semantic View Autopilot, Cortex tools, and real-time model deployment. SNOW faces Amazon and Oracle competition as shares fell 8.6% in 12 months. Snowflake (SNOW) is benefiting significantly from the growing adoption of enterprise AI, positioning itself as a key player in the ongoing AI revolution. With a $100 million AI revenue run rate achieved a quarter earlier than anticipated, Snowflake has demo ...

Core Insights - Evergy, Inc. (EVRG) reported fourth-quarter 2025 operating earnings per share (EPS) of 42 cents, missing the Zacks Consensus Estimate of 57 cents by 26.3% [1]. - Full-year 2025 adjusted EPS increased to $3.83 from $3.81 in the previous year, driven by recovery in regulated investments and increased weather-normalized demand [1]. Revenue Performance - Quarterly revenues reached $1.34 billion, exceeding the Zacks Consensus Estimate of $1.29 billion by 4.3% [2]. - Full-year 2025 revenues totaled $5.96 billion, up from $5.85 billion in the prior year [2]. Expense Overview - Fuel and purchased power costs for the year were $1.41 billion, a decrease of 4.6% from $1.48 billion last year [3]. - Operating and maintenance expenses rose to $995.3 million, an increase of 3.5% from $961.9 million in the previous year [3]. - Interest expenses increased by 9.4% year over year, totaling $616.3 million [3]. Financial Position - As of December 31, 2025, cash and cash equivalents were $19.8 million, down from $22 million a year earlier [4]. - Long-term debt increased to $13.04 billion from $11.81 billion as of December 31, 2024 [4]. - Cash provided by operating activities in 2025 was $2.05 billion, compared to $1.98 billion in the previous year [4]. Future Guidance - Evergy provided 2026 adjusted EPS guidance in the range of $4.14-$4.34, with the Zacks Consensus Estimate at $4.27, near the upper end of the guidance [5]. - The company targets an annual adjusted EPS growth of 6-8% through 2030 [5]. Market Position - Evergy currently holds a Zacks Rank 4 (Sell) [6].

Core Insights - Intuitive Surgical's (ISRG) fourth-quarter 2025 results indicate a significant increase in international demand for its robotic procedures, with a 23% rise in procedures performed outside the U.S. to over 1.1 million, surpassing the 15% domestic growth rate [1][9] - International procedures now account for approximately 35% of total global procedures, highlighting a shift towards geographic diversification as a key growth driver [1][4] International Growth Dynamics - The international growth is broad-based, with Europe experiencing a 21% increase, Asia expanding by 24%, and other global markets rising by 27% [2][9] - Factors contributing to this momentum include improved market access, expanded training initiatives, and favorable economic conditions that support hospitals in justifying capital investments in robotic systems, particularly in emerging markets [2][3] Strategic Planning and Investment - Intuitive Surgical is strategically planning to capitalize on rising international opportunities by investing in local clinical evidence and country-specific commercial infrastructure to align with regional reimbursement frameworks [3][4] - The company recognizes that the adoption of robotic surgery relies heavily on surgeon training ecosystems, payer support, and institutional familiarity, necessitating significant upfront investments [3] Broader Industry Trends - Other major medtech companies, such as Medtronic and Abbott, are also experiencing growth driven by international markets, indicating a broader trend within the industry [5] - Medtronic reported revenues of $9.02 billion with 6% organic growth, supported by strong performance across various regions, while Abbott Laboratories highlighted international markets as its primary growth engine, expecting organic sales growth of 6.5%–7.5% in 2026 [6][7] Valuation and Market Performance - Intuitive Surgical's shares have increased by 4.5% over the past six months, contrasting with a 7.1% decline in the industry [10] - The company trades at a forward price-to-earnings ratio of 49, which is above the industry average but lower than its five-year median of 71.18, indicating potential valuation considerations [12]

Company Overview - Masimo is a global medical technology company known for its innovative monitoring technologies, including pulse oximetry, which is used on over 200 million patients annually [5] - The company went public in August 2007 at $17 per share and reached a high of $305.21 in November 2021, but experienced a decline of over 60% in the following months [6][9] Acquisition Details - Masimo has entered into a definitive agreement to be acquired by Danaher for $9.9 billion, with Danaher offering $180 in cash per share [1][8] - The acquisition has been unanimously approved by the boards of both companies and is expected to close in the second half of 2026, pending regulatory approvals [2] - Post-acquisition, Masimo will operate as a standalone business unit within Danaher's Diagnostics segment, enhancing Danaher's offerings in acute care settings [2][8] Financial Performance - Following the acquisition announcement, Masimo's shares surged nearly 35%, and over the past six months, the shares have risen 19.6%, contrasting with a 7% decline in the industry [3] - For Q4 2025, Masimo reported preliminary sales of $411 million, reflecting a 12% increase, with full-year revenues expected to be approximately $1.523 billion, indicating a 9% growth [14][15] Industry Prospects - The global pulse oximeter market was valued at approximately $3.34 billion in 2023 and is projected to grow at a CAGR of 6.9%, reaching about $5.33 billion by 2030, driven by increasing respiratory and cardiovascular diseases [12] - The demand for continuous monitoring devices, including pulse oximeters, is expected to rise due to technological advancements and the growing adoption of home healthcare [12][13]

Cushman & Wakefield (CWK) reported $2.91 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.8%. EPS of $0.54 for the same period compares to $0.48 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.77 billion, representing a surprise of +5.07%. The company delivered an EPS surprise of +1.89%, with the consensus EPS estimate being $0.53.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Core Insights - Royal Gold, Inc. (RGLD) reported adjusted earnings per share of $1.92 in Q4 2025, missing the Zacks Consensus Estimate of $2.68, but showing an 18% year-over-year increase [1] - The company generated record revenues of $375 million in Q4, representing an 85% increase year-over-year [2] - RGLD's adjusted EBITDA margin was 82% in Q4, slightly down from 84% in the prior year [3] Financial Performance - RGLD's total revenues for 2025 reached $1.03 billion, up 43.2% year-over-year, driven by higher metal prices and contributions from various streams and assets [6] - Stream revenues for 2025 were $686.5 million, a 42% increase from 2024, while royalty revenues rose to $344 million from $236 million in the previous year [7] - The company's net cash from operating activities in Q4 was $242 million, up from $141 million in the same quarter last year, ending the year with cash and cash equivalents of $234 million [4][9] Cost and Margin Analysis - The cost of sales in Q4 was $50.8 million, a significant increase of 109.1% year-over-year, while general and administrative expenses surged 97.8% to $17.6 million [3] - Adjusted EBITDA for Q4 was $307 million, an 81.3% increase year-over-year, reflecting strong operational performance despite rising costs [3] Stock Performance - Over the past year, RGLD shares have increased by 84.3%, although this is lower than the industry's growth of 134.2% [8]