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]

Core Insights - Deere (DE) reported quarterly earnings of $2.42 per share, exceeding the Zacks Consensus Estimate of $1.92 per share, but down from $3.19 per share a year ago, resulting in an earnings surprise of +26.21% [1] - The company achieved revenues of $8 billion for the quarter, surpassing the Zacks Consensus Estimate by 5.22%, compared to $6.81 billion in the same quarter last year [2] - Deere's stock has increased by approximately 27.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.55, with projected revenues of $11.32 billion, and for the current fiscal year, the EPS estimate is $16.82 on revenues of $40 billion [7] - The trend of estimate revisions for Deere was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Manufacturing - Farm Equipment industry, to which Deere belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Alamo Group (ALG), another company in the same industry, is expected to report quarterly earnings of $2.06 per share, reflecting a year-over-year decline of -13.8%, with revenues projected at $399.6 million, up 3.7% from the previous year [9][10]

Core Viewpoint - Epam (EPAM) reported quarterly earnings of $3.26 per share, exceeding the Zacks Consensus Estimate of $3.16 per share, and showing an increase from $2.84 per share a year ago, indicating a positive earnings surprise of +3.17% [1] Financial Performance - The company achieved revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.08%, and up from $1.25 billion in the same quarter last year [2] - Over the last four quarters, Epam has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Epam shares have declined approximately 18.2% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.80 on revenues of $1.4 billion, while for the current fiscal year, the estimate is $12.56 on revenues of $5.81 billion [7] - The trend of earnings estimate revisions for Epam was mixed prior to the earnings release, which may change following the latest results [6] Industry Context - The Computers - IT Services industry, to which Epam belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Nutrien Ltd. reported a significant profit increase to $580 million or $1.18 per share for Q4 2025, up from $118 million or 23 cents in the same quarter last year [1] - Adjusted earnings per share, excluding one-time items, were 83 cents, an increase from 31 cents year-over-year, although it fell short of the Zacks Consensus Estimate of 87 cents [1] - Sales rose approximately 5% year-over-year to $5,340 million, surpassing the Zacks Consensus Estimate of $5,207.3 million [1] Segment Performance - The Nutrien Ag Solutions (Retail) segment experienced a 1% decline in sales year-over-year, totaling $3,144 million, attributed to lower sales volumes and reduced demand for phosphate, yet it exceeded the estimate of $2,883.3 million [2] - The Potash division saw a 37% year-over-year increase in sales, reaching $736 million, although it missed the estimate of $857.9 million due to lower sales volumes [3] - The Nitrogen segment reported sales of $1,093 million, an 11% increase year-over-year, beating the estimate of $657.6 million, despite a decline in sales volumes due to facility shutdowns [4] - The Phosphate segment generated sales of $483 million, up around 17% year-over-year, exceeding the estimate of $288.1 million [4] Financial Overview - At the end of the quarter, Nutrien had cash and cash equivalents of $701 million, down approximately 18% year-over-year, while long-term debt increased by 5.3% to $9,350 million [5] - Cash provided from operating activities was reported at $2,977 million for the quarter [5] Future Outlook - The company projects retail adjusted EBITDA for 2026 to be between $1.75 billion and $1.95 billion, indicating high-single digit growth in proprietary products gross margins and mid-single digit increases in North American crop nutrient sales volumes [6] - Expected potash sales volumes are projected to be between 14.1 million and 14.8 million tons, while nitrogen sales volumes are forecasted at 9.2 million to 9.7 million tons [7] - Capital expenditures are anticipated to be between $2 billion and $2.1 billion, including $400 million for growth investments [8]

Pediatrix Medical Group (MD) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.94%. A quarter ago, it was expected that this physician group would post earnings of $0.46 per share when it actually produced earnings of $0.67, delivering a surprise of +45.65%.Over the last four quarters ...

Gentherm (THRM) came out with quarterly earnings of $0.49 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.53%. A quarter ago, it was expected that this maker of climate-controlled seats and other products would post earnings of $0.64 per share when it actually produced earnings of $0.73, delivering a surprise of +14.06%.O ...

Core Insights - Kinross Gold Corporation (KGC) reported a profit of $906.5 million or 75 cents per share for the fourth quarter of 2025, a significant increase from $275.6 million or 22 cents per share in the same quarter last year [1][8] - Adjusted earnings were 67 cents per share, up from 20 cents in the prior-year quarter, surpassing the Zacks Consensus Estimate of 55 cents [1][8] Revenue Performance - Revenues rose approximately 43% year over year to $2,023 million in the fourth quarter, exceeding the Zacks Consensus Estimate of $1,874.4 million, driven by a higher average realized gold price [2][8] Operational Performance - The company produced 483,582 gold equivalent ounces in the reported quarter, a decrease of 3.5% year over year, but this figure surpassed the estimate of 452,757 gold equivalent ounces [3] - Average realized gold prices were $4,144 per ounce, up 56% from the previous year, and also beat the estimate of $4,080 per ounce [3] Cost Analysis - The production cost of sales per gold equivalent ounce was $1,297, an increase of 18.1% from the prior-year quarter, which was above the estimate of $1,218 [4] - All-in sustaining cost per gold equivalent ounce sold rose nearly 21% year over year to $1,825, also above the estimate of $1,823 [4] - Margin per gold equivalent ounce sold was $2,847 in the quarter, up from $1,565 in the prior-year quarter [4] Financial Position - Cash and cash equivalents were $1,742.3 million at the end of the quarter, reflecting an increase of around 185% year over year [5] - Long-term debt was $738.2 million at the end of the quarter, a decline of 40.3% [5] Future Outlook - Kinross expects to produce 2 million gold equivalent ounces (+/- 5%) on an attributable basis in 2026, with a production cost of sales per gold equivalent ounce of $1,360 (+/- 5%) and an all-in sustaining cost of $1,730 (+/- 5%) per ounce sold [6] - Annual production is estimated to remain stable at approximately 2 million attributable Au equivalent ounces (+/- 5%) in 2027 and 2028 [6] Stock Performance - Kinross' shares have surged 205.1% in the past year, compared to a 133.4% rise in the industry [7]

Core Insights - Teck Resources Ltd reported quarterly earnings of $0.98 per share, exceeding the Zacks Consensus Estimate of $0.59 per share, and showing a significant increase from $0.33 per share a year ago, resulting in an earnings surprise of +67.38% [1] - The company achieved revenues of $2.19 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 8.63% and up from $1.99 billion year-over-year [2] - Teck Resources has outperformed the S&P 500, gaining approximately 24% since the beginning of the year compared to the S&P 500's gain of 0.5% [3] Earnings Outlook - The future performance of Teck Resources' stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4][6] - The current consensus EPS estimate for the next quarter is $0.49 on revenues of $2 billion, while for the current fiscal year, the estimate is $2.12 on revenues of $8.27 billion [7] Industry Context - The Mining - Miscellaneous industry, to which Teck Resources belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5]

Core Insights - ImmunityBio (IBRX) shares surged 41.9% to close at $8.54, reversing a previous 7.1% loss over the past four weeks, supported by high trading volume [1][2] Company Developments - The significant share price increase was driven by the European Commission granting conditional approval for ImmunityBio's Anktiva plus BCG therapy for treating BCG-unresponsive non-muscle invasive bladder cancer, expanding its market presence to 33 countries [2] - This approval marks the first immunotherapy authorized in Europe for this specific indication, enhancing the company's growth prospects [2] Financial Expectations - ImmunityBio is projected to report a quarterly loss of $0.08 per share, reflecting a year-over-year increase of 46.7%, with expected revenues of $37.1 million, up 391.4% from the previous year [3] - The consensus EPS estimate for the upcoming quarter has been revised 6.3% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] Industry Context - ImmunityBio operates within the Zacks Medical - Biomedical and Genetics industry, where Mirum Pharmaceuticals, another company in the sector, has seen a 2.2% increase in its stock price, closing at $105.1, with an 11.9% return over the past month [4] - Mirum Pharmaceuticals has a consensus EPS estimate that has changed by +50.9% over the past month, indicating a significant year-over-year change of +104.1% [5]

Core Insights - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies [1][2]. Company Summaries - **Cenovus Energy Inc. (CVE)**: This company is involved in the exploration and production of crude oil, natural gas, and natural gas liquids. The Zacks Consensus Estimate for its current year earnings has been revised nearly 2% downward over the last 60 days [1]. - **Ispire Technology Inc. (ISPR)**: This company designs and sells vaping devices and cannabis products globally. The Zacks Consensus Estimate for its current year earnings has been revised 162.5% downward over the last 60 days [1]. - **Kyndryl Holdings, Inc. (KD)**: A technology services company, Kyndryl has seen its Zacks Consensus Estimate for current year earnings revised 9.4% downward over the last 60 days [2].