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Acuity (AYI) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2026-02-18 15:50
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring 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, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsi ...
EU Approves Novo Nordisk's Higher-Dose Wegovy for Obesity Patients
ZACKS· 2026-02-18 15:45
Key Takeaways Novo Nordisk secured EU approval for a 7.2 mg once-weekly Wegovy dose for obesity patients.STEP UP data showed 20.7% weight loss at 72 weeks with 7.2 mg vs 17.5% for 2.4 mg.About 33.2% on Wegovy 7.2 mg lost at least 25% weight. Safety matched the 2.4 mg profile.Novo Nordisk (NVO) announced that the European Commission (EC) has approved a new 7.2 mg once-weekly maintenance dose of Wegovy (semaglutide injection) for adults with obesity. This provides physicians with an additional treatment optio ...
Tempus AI Stock Before Q4 Earnings Release: To Buy or Not to Buy?
ZACKS· 2026-02-18 15:45
Core Insights - Tempus AI, Inc. (TEM) is set to report its fourth-quarter 2025 results on February 24, with expectations of an 82.8% year-over-year revenue increase to $366.8 million [2][7] - The company reported an adjusted loss of 11 cents per share in the last quarter, which was better than the Zacks Consensus Estimate of a loss of 16 cents [1] - Tempus has seen a share price decline of 32.9% in the fourth quarter due to macroeconomic challenges, despite strong momentum from strategic acquisitions and product launches [3][7] Financial Performance - The Zacks Consensus Estimate for loss per share has remained unchanged at 2 cents over the past 30 days [2] - The company's earnings estimate revision trend shows consistent expectations for the current quarter and the next, with losses projected at -0.02 for Q4 and -0.13 for Q1 2026 [3] - In the previous quarter, Tempus achieved a gross profit improvement of 98.4% year-over-year, and adjusted EBITDA turned positive, indicating progress towards profitability [14] Market Position and Competitive Landscape - Tempus trades at a forward price-to-sales (P/S) ratio of 5.82X, which is above the industry average of 5.66X and higher than competitors like 10x Genomics (3.83X) and SOPHiA GENETICS (3.69X) [16] - The Zacks Medical Info Systems industry experienced a loss of 21.6% during the same period, while the S&P 500 gained 3.3% [4] Strategic Developments - Recent collaborations include a multi-year partnership with Whitehawk Therapeutics for oncology treatments and a selection by the Advanced Research Projects Agency for Health to provide testing services [8] - The Genomics segment is expected to show improvement due to growth in oncology testing and hereditary sequencing, while the Data and Services business is likely to benefit from strong demand for proprietary data licensing and AI solutions [9][10] - Tempus has enhanced its capabilities through the acquisition of Paige, an AI leader in digital pathology, and expanded its collaboration with Northwestern Medicine to integrate AI into clinical workflows [12] Future Outlook - The AI market is anticipated to grow rapidly, positioning Tempus to capitalize on emerging opportunities in healthcare [17] - Despite recent upsides, the company's premium valuation and lack of near-term profitability may limit immediate gains [18]
CNH Q4 Earnings Beat Expectations, Revenues Increase Y/Y
ZACKS· 2026-02-18 15:45
Key Takeaways CNH reported Q4 EPS of 19 cents, topping estimates as revenues rose 5.8% to $5.16B.Agriculture sales climbed 5% and Construction jumped 19%, though margins narrowed.CNH guides 2026 EPS at 35-45 cents and sees $150-$350M in industrial free cash flow.CNH Industrial (CNH) reported fourth-quarter 2025 adjusted earnings per share (EPS) of 19 cents, up from 15 cents in the prior-year quarter. The figure also beat the Zacks Consensus Estimate of 11 cents.Consolidated revenues rose 5.8% from the year- ...
W.P. Carey Stock Up 12.1% in Three Months: Will the Trend Last?
ZACKS· 2026-02-18 15:45
Key Takeaways WPC shares gained 12.1% in three months, beating the industry growth of 7.4%.W.P. Carey posted Q4 2025 AFFO of $1.27, up 5% year over year on higher rents and investments.WPC holds 98% occupancy, a 12-year lease term and $2.2B liquidity to fund value-accretive deals.W.P. Carey (WPC) shares have rallied 12.1% over the past three months, outperforming the industry's upside of 7.4%.The company is poised to benefit from a high-quality, mission-critical, diversified portfolio of single-tenant, net- ...
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
ZACKS· 2026-02-18 15:45
Key Takeaways Seagate is accelerating HAMR drive shipments, topping 1.5M units in 2025.STX secured qualifications with all major U.S. cloud providers, with global approvals due by 2026.Seagate expects fiscal Q3 revenues of $2.9B ( /-$100M), up 34% at midpoint.In today’s digital era, data continues to grow at a staggering pace, driven by cloud computing, generative AI, video streaming and billions of connected devices. At the center of this explosion is the ongoing demand for high-capacity, cost-efficient st ...
Why Air Products and Chemicals (APD) is a Top Growth Stock for the Long-Term
ZACKS· 2026-02-18 15:45
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Sty ...
Why Howmet (HWM) is a Top Growth Stock for the Long-Term
ZACKS· 2026-02-18 15:45
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.Featuring 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, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sc ...
Valmont Industries (VMI) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2026-02-18 15:45
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring 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, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as we ...
Innodata vs. BigBear.ai: Which AI Play Has More Upside Now?
ZACKS· 2026-02-18 15:42
Core Insights - The artificial intelligence boom has created distinct investment opportunities, with Innodata (INOD) and BigBear.ai (BBAI) representing different approaches to capitalize on this trend [1][2]. Company Overview - Innodata has positioned itself as a high-growth data engineering partner for Big Tech and AI model builders, acting as a "picks and shovels" enabler of generative AI [2]. - BigBear.ai focuses on mission-ready AI solutions for defense and intelligence, recently expanding its capabilities through acquisitions [2]. Financial Performance - Innodata reported third-quarter revenues of $62.6 million, a 20% increase year over year, with adjusted EBITDA of $16.2 million, and anticipates 45% or more revenue growth in 2025 [7][10]. - In contrast, BigBear.ai's third-quarter revenue declined 20% year over year to $33.1 million, with a gross margin decrease to 22.4% [8][10]. Growth Potential - Innodata's revenue for the first nine months of 2025 reached $179.3 million, up 61% year over year, driven by demand for high-quality data [9]. - The company has a potential revenue pipeline of approximately $68 million from new contracts, positioning it well for future growth [11]. - BigBear.ai's recent acquisition of Ask Sage for $250 million aims to enhance its secure AI capabilities, although operational performance remains under pressure [14][17]. Valuation Metrics - Innodata trades at a forward price-to-sales ratio of 4.39X, while BigBear.ai trades at 9.95X, despite BigBear's weaker growth trajectory and negative EBITDA [10][18]. - Innodata's lower valuation multiple aligns with its profitable growth profile and clearer earnings visibility [18]. Earnings Outlook - The consensus estimate for Innodata's 2026 earnings per share is $1.12, indicating a 27.8% growth from 2025, with revenues expected to rise 25.9% [21]. - BigBear.ai is projected to narrow its loss to 25 cents per share in 2026, with revenues expected to grow 30.2% [22]. Investment Considerations - Both companies are positioned to benefit from expanding AI budgets, particularly in generative AI and federal deployments [23]. - However, Innodata is seen as having a clearer path to sustained profitability and diversified growth drivers, making it a more compelling investment opportunity at current levels [24][25].