When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

Key Takeaways Uber and Life360 expand partnership to integrate teen accounts and real-time trip tracking. UBER teen accounts have logged tens of millions of trips in more than 50 countries since 2023.UBER's shares fell in double digits in six months; forward P/S of 2.55X is cheap compared to its industry.Uber Technologies (UBER) and Life360 (LIF) announced an expanded strategic partnership aimed at helping families manage daily travel with greater convenience, transparency and confidence.Through a first-of- ...

Key Takeaways Sterling is expected to have seen support from high-margin infrastructure work and acquisitions in Q4 2025.Q4 EPS implies 82.2% year-over-year growth, while revenues are projected to rise 29.9% to $647.8 million.For 2025, Sterling's EPS is expected to increase 71.3% from the prior year's reported level.Sterling Infrastructure, Inc. (STRL) is scheduled to report fourth-quarter 2025 results on Feb. 25, after the closing bell.In the last reported quarter, Sterling delivered adjusted earnings per ...

Alight, Inc. (ALIT) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -25.00%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.12, delivering a surprise of -7.69%.Over the last four quarters, the company ha ...

Key Takeaways TTD reports Q4 2025 results Feb. 25, with revenues seen rising 13.6% year over year.Connected TV and Kokai adoption drive growth, with 85% clients using Kokai as default.TTD faces macro ad-spend caution and stiff competition from Amazon and Alphabet.The Trade Desk, Inc. (TTD) will report its fourth-quarter 2025 results on Feb. 25, after market close.The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at 59 cents, the same as in the prior-year quarter. The e ...

Key Takeaways Halliburton outpaced SLB and Baker Hughes over six months, leading peer performance.HAL trades at 14.6X forward earnings, but North America weakness may limit near-term upside.Halliburton returned 85% of 2025 free cash flow to shareholders, yet margins face early 2026 pressure.Shares of oilfield service biggie Halliburton Company (HAL) have staged an eye-catching rally over the past six months, climbing nearly 65% and pushing the stock to a 52-week high of $35.55 in late January. The move has ...

Southern Co. (SO) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this power company would post earnings of $1.5 per share when it actually produced earnings of $1.6, delivering a surprise of +6.67%.Over the last four quarters, the company ha ...

Core Insights - Arista Networks, Inc. (ANET) is enhancing its market position with a software-driven networking platform utilizing its Extensible Operating System (EOS) and CloudVision, which provide scalability, automation, and visibility for modern, AI-ready networks [1] Group 1: Product and Technology - Arista's EOS is a Linux-based network operating system featuring a modular architecture and shared state database, allowing for fault isolation, in-service software upgrades, and consistent operations across its switching portfolio [2] - The CloudVision platform serves as a centralized network management and automation tool, offering unified automation, telemetry, and lifecycle management across various environments, along with AI-driven insights through Autonomous Virtual Assist [3] - New features in the EOS Smart AI Suite, such as Cluster Load Balancing and NetDL Streamer, are designed to enhance low-latency performance and telemetry, positioning Arista to capitalize on the growing demand for smarter networking solutions [4][8] Group 2: Competitive Landscape - Arista faces competition from Cisco Systems, which is focusing on AI-powered networking software and expanding its cloud platform for unified network management [5] - Hewlett Packard Enterprise (HPE) is also enhancing its networking software through its Aruba platform, emphasizing cloud-based management and AI insights [6] Group 3: Financial Performance and Valuation - Arista's shares have increased by 35% over the past year, contrasting with a 17% decline in the industry [7] - The company trades at a forward price-to-sales ratio of 15.98, significantly higher than the industry average of 3.86 [10] - Earnings estimates for 2026 have risen by 0.61% to $3.32, while estimates for 2027 have increased by 0.76% to $3.96 [11]

Key Takeaways BIO posted Q4 adjusted EPS of $2.51, missing estimates as shares sank 12.3%. BIO revenues rose 3.8% to $693.2M, led by Clinical Diagnostics growth of 8.4%. BIO guided 2026 currency-neutral revenue growth of 0.5-1.5% with 12-12.5% margin outlook.Bio-Rad Laboratories, Inc. (BIO) posted fourth-quarter 2025 adjusted earnings per share (EPS) of $2.51, which missed the Zacks Consensus Estimate by 2.3%. The bottom line decreased 13.4% from the prior-year quarter’s level.The quarter’s adjustments prim ...

Key Takeaways Nebius targets $7B-$9B ARR by 2026, with 2026 revenue seen at $3B-$3.4B.Nebius topped $1.2B ARR in 2025, adding 9 data centers and over 2GW of contracted power.Nebius sees longer AI contracts, $4B pipeline growth and Microsoft revenue ramping in 2027.Nebius Group N.V. (NBIS) has outlined an ambitious yet clearly defined financial trajectory, targeting an annualized run rate (ARR) revenue of between $7 billion and $9 billion by the end of 2026. The company reiterated its confidence in achieving ...