I gave a buy rating to ArcBest Corporation ( ARCB ) as the fundamentals continue to trend in the direction I expected. Specifically, the volume rebound in November, pricing trends, and also how well the Managed SolutionsI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality compan ...

Gladstone Investment (GAIN) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10.64%. A quarter ago, it was expected that this business development company would post earnings of $0.24 per share when it actually produced earnings of $0.24, delivering no surprise.Over the last four quar ...

Core Viewpoint - Nintendo Co., Ltd. has shown strong financial performance, particularly due to the success of its Switch 2 console, but faces potential challenges from an impending chip shortage [3][4][6]. Financial Performance - Nintendo reported a net profit increase of over 50% in the nine months leading up to December, driven by the success of the Switch 2 console [3][6]. - As of February 3, 2026, Macquarie upgraded NTDOY's stock grade to "Outperform," reflecting a positive outlook on the company's future performance [2][6]. - The current stock price of NTDOY is $15.15, with a market capitalization of approximately $70.55 billion [5][6]. Market Position - Nintendo is a significant player in the gaming industry, known for its iconic franchises like Mario and Zelda, competing primarily with Sony and Microsoft [1][5]. Challenges - An impending chip shortage could impact future production and sales, posing a risk to maintaining the momentum gained from the Switch 2's success [4][6].

Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/w ...

For the quarter ended December 2025, Take-Two Interactive (TTWO) reported revenue of $1.76 billion, up 27.9% over the same period last year. EPS came in at $1.23, compared to $0.72 in the year-ago quarter.The reported revenue represents a surprise of +10.95% over the Zacks Consensus Estimate of $1.58 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +48.09%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to de ...

RenaissanceRe (RNR) came out with quarterly earnings of $13.34 per share, beating the Zacks Consensus Estimate of $10.59 per share. This compares to earnings of $8.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +25.97%. A quarter ago, it was expected that this insurance company would post earnings of $9.49 per share when it actually produced earnings of $15.62, delivering a surprise of +64.59%.Over the last four quarters, ...

KKR Real Estate Finance (KREF) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +69.23%. A quarter ago, it was expected that this real estate finance company would post earnings of $0.01 per share when it actually produced a loss of $0.03, delivering a surprise of -400%.Over the last f ...

For the quarter ended December 2025, Electronic Arts (EA) reported revenue of $3.05 billion, up 37.5% over the same period last year. EPS came in at $4.82, compared to $2.83 in the year-ago quarter.The reported revenue represents a surprise of +6.69% over the Zacks Consensus Estimate of $2.86 billion. With the consensus EPS estimate being $4.77, the EPS surprise was +1.11%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Advanced Micro Devices (AMD) reported $10.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 34.1%. EPS of $1.53 for the same period compares to $1.09 a year ago.The reported revenue represents a surprise of +6.24% over the Zacks Consensus Estimate of $9.67 billion. With the consensus EPS estimate being $1.32, the EPS surprise was +16.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...

For the quarter ended December 2025, Amgen (AMGN) reported revenue of $9.87 billion, up 8.6% over the same period last year. EPS came in at $5.29, compared to $5.31 in the year-ago quarter.The reported revenue represents a surprise of +4.23% over the Zacks Consensus Estimate of $9.47 billion. With the consensus EPS estimate being $4.76, the EPS surprise was +11.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...