Core Insights - Navitas Semiconductor (NVTS) is set to report its fourth-quarter 2025 results on February 24, 2026, with anticipated revenues of approximately $7 million, indicating a year-over-year decline of 61.9% compared to the previous year [1][2] - The consensus estimate for loss is pegged at 5 cents per share, unchanged over the past 60 days, while NVTS reported a loss of 6 cents per share in the same quarter last year [2] Financial Performance - NVTS has matched the Zacks Consensus Estimate for bottom-line results in each of the last four quarters [3] - The company has an Earnings ESP of 0.00% and currently holds a Zacks Rank 3 (Hold) [4][5] Market Position and Strategy - Navitas Semiconductor is focusing on high-power markets, including AI data centers and industrial electrification, leveraging its GaN and SiC technologies [6][7] - The company is part of NVIDIA's new 800-volt AI factory ecosystem, which requires advanced power electronics, creating opportunities for NVTS [8][10] Challenges and Risks - The company is facing near-term challenges in its China business, including tariff risks and a decision to exit its low-margin mobile business, which may negatively impact financial performance [11][21] - Despite these challenges, NVTS has seen a significant stock price increase of 259.4% over the past year, outperforming the Zacks Electronics - Semiconductors industry growth of 52.4% [12] Valuation Metrics - NVTS trades at a forward price-to-sales (P/S) ratio of 45.25X, significantly higher than the industry average of 8.2X and compared to peers like Lam Research and Applied Materials [16][19] Long-term Outlook - The company is well-positioned to benefit from the growth in AI and data center markets, with its GaN and SiC products playing a crucial role in NVIDIA's new power setup [20][22] - Management anticipates some softer quarters before new projects begin to generate higher revenues, indicating a cautious but optimistic long-term outlook [21][22]

Core Insights - Artificial intelligence is a compelling long-term investment theme, with SoundHound AI and C3.ai representing distinct approaches within the AI sector [1][2] Company Performance - SoundHound has positioned itself as a leader in voice-enabled AI across various sectors, while C3.ai focuses on enterprise AI applications [2] - Over the past six months, SoundHound's stock has decreased by 39.4%, and C3.ai's stock has fallen by 37.5%, both underperforming the Zacks Computers – IT Services industry, which declined by 18.6% [4] - SoundHound reported a 68% year-over-year revenue growth in Q3, with revenues reaching $42 million, while C3.ai's total revenues for the fiscal second quarter were $75.1 million, with subscription revenue making up 93% of total revenue [10][14] Valuation and Financial Metrics - SoundHound trades at a forward price-to-sales ratio of 13.26X, in line with the industry average, while C3.ai trades at a significantly lower 4.59X, indicating a steep discount [8] - SoundHound is narrowing its projected losses, with a consensus estimate for a loss per share of 6 cents in 2026, while C3.ai faces deeper expected losses with a projected loss of $1.21 per share [13][18] Growth and Strategic Initiatives - SoundHound is expanding its voice commerce capabilities and has partnerships with companies like Parkopedia and OpenTable to enhance monetization [12] - C3.ai has shown strong federal bookings growth, with a 49% sequential increase in bookings and an 89% year-over-year growth in federal bookings, indicating strong momentum in government sectors [15] Investment Outlook - SoundHound's growth trajectory and expanding monetization ecosystem suggest better upside potential compared to C3.ai, which is facing revenue contraction and deeper losses [20][21]

Key Takeaways BAC's no-fee BofA Rewards launches May 27 for personal checking clients, expanding eligibility.BAC ties rewards to checking to boost bill pay, debit and direct deposit for stickier deposits and NII.Bank of America offers 10-75% card bonus rewards and loan discounts to lift spend, borrowing and cross-sell.Bank of America (BAC) is widening the funnel on relationship-based rewards with BofA Rewards, a no-fee loyalty program set to launch on May 27, for any client with a personal checking account. ...

Key Takeaways Analog Devices posted Q1 EPS of $2.46 on $3.16B revenues, both above estimates and up sharply Y/Y.ADI saw strong growth in Communications and Industrial, with gross margins expanding to 71.2%.Analog Devices guided Q2 revenues around $3.5B and adjusted EPS near $2.88 per share.Analog Devices (ADI) reported first-quarter fiscal 2026 non-GAAP earnings of $2.46 per share, which beat the Zacks Consensus Estimate by 6.5%. This company reported earnings of $1.63 per share in the year-ago period.Analo ...

Choice Hotels (CHH) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $1.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.38%. A quarter ago, it was expected that this hotel franchiser would post earnings of $2.18 per share when it actually produced earnings of $2.1, delivering a surprise of -3.67%.Over the last four quarters, the comp ...

Core Insights - GoDaddy (GDDY) is set to report its fourth-quarter 2025 results on February 24, with expected revenues between $1.26 billion and $1.28 billion, indicating a 6% growth at the mid-point compared to the previous year [2][10] - The Zacks Consensus Estimate for fourth-quarter revenues is $1.27 billion, suggesting a 6.39% year-over-year increase, while the consensus for earnings is $1.58 per share, reflecting an 11.27% growth from the prior year's figure [3] Revenue Expectations - GoDaddy anticipates Applications & Commerce (A&C) revenue growth in the low to mid-teens, with A&C revenues estimated at $499.1 million, indicating a 13.1% year-over-year rise [5] - Core platform revenues are expected to reach $769.5 million, suggesting a 2.4% year-over-year growth [5] Business Drivers - The company is expected to benefit from strong adoption of high-margin subscriptions, including GoDaddy Capital, Rate Saver, and Faster Payouts, which are designed to help entrepreneurs streamline operations and reduce costs [6] - GoDaddy Airo and Ask Airo tools are driving better attachment rates, higher average order sizes, and improved retention, with bookings estimated at $1.31 billion, suggesting a 6.8% year-over-year growth [7][10] Challenges - Despite positive growth indicators, GoDaddy faces challenges such as macroeconomic conditions, foreign exchange impacts, contract expirations, and customer renewal headwinds [7][10] Earnings Outlook - According to the Zacks model, GoDaddy currently has an Earnings ESP of 0.00% and a Zacks Rank of 2, indicating a moderate outlook for an earnings beat [8]

Key Takeaways IBRX soars 41.9% after the EC cleared Anktiva plus BCG for BCG-unresponsive NMIBC CIS in the EU.The IBRX combo therapy showed a 71% complete response rate in the phase II/III QUILT-3.032 study.IBRX to submit more data to confirm Anktiva's efficacy and safety, with EU approval subject to annual renewal.Shares of ImmunityBio, Inc. (IBRX) soared 41.9% on Wednesday after the company announced that the European Commission (EC) has granted conditional marketing authorization for Anktiva (nogapendeki ...

Key Takeaways EverQuote expects Q4 revenues of $174M-$180M, implying 20% YoY growth at midpoint. Automotive and Home and Renters gained from higher carrier spend for referrals. Variable marketing margin may dip due to pricing pressure; buybacks likely aided the bottom line. EverQuote, Inc. (EVER) is expected to register an improvement in its top and bottom lines when it reports fourth-quarter 2025 results on Feb. 23, after the closing bell.The Zacks Consensus Estimate for EVER’s fourth-quarter revenues is p ...

CenterPoint Energy (CNP) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.10%. A quarter ago, it was expected that this energy delivery company would post earnings of $0.46 per share when it actually produced earnings of $0.5, delivering a surprise of +8.7%.Over the last four quarter ...

Core Viewpoint - Cenovus Energy reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing significant growth from $0.05 per share a year ago, indicating a strong earnings surprise of +30.91% [1] Financial Performance - The company achieved revenues of $7.81 billion for the quarter ended December 2025, which fell short of the Zacks Consensus Estimate by 19.2% and decreased from $8.4 billion year-over-year [2] - Over the last four quarters, Cenovus has surpassed consensus EPS estimates four times but has only topped consensus revenue estimates once [2] Stock Performance - Cenovus shares have increased approximately 31.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.22 for the coming quarter and $1.20 for the current fiscal year, alongside projected revenues of $9.69 billion and $36.36 billion respectively [7] - The Zacks Rank for Cenovus is currently 5 (Strong Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Oil and Gas - Integrated - Canadian industry, to which Cenovus belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8]