A month has gone by since the last earnings report for Griffon (GFF) . Shares have added about 13.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Griffon due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Griffon Corporation before we dive into how investors and analysts have reacted as of late.Griffon's Earnings Miss Esti ...

It has been about a month since the last earnings report for Copa Holdings (CPA) . Shares have added about 6.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Copa Holdings due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Copa Holdings, S.A. before we dive into how investors and analysts h ...

Core Viewpoint - Lowe's has shown positive performance in its recent earnings report, with growth in both revenue and earnings, and is positioned for future expansion despite macroeconomic uncertainties [2][3][4]. Financial Performance - Lowe's reported adjusted earnings of $3.06 per share, exceeding the Zacks Consensus Estimate of $2.97, marking a 5.9% increase from $2.89 per share in the same period last year [4]. - Net sales reached $20,813 million, meeting consensus estimates and showing a slight increase from $20,170 million the previous year, driven by a 0.4% rise in comparable sales and significant growth in online sales (11.4%) and home services [5]. - The gross margin expanded to 34.2%, up 50 basis points year-over-year, while SG&A expenses increased to 20% of sales, leading to a decrease in operating income to $2,481 million from $2,536 million in the prior year [6]. Strategic Developments - The acquisition of Foundation Building Materials (FBM) is expected to enhance Lowe's reach in the Pro segment, contributing to long-term sales and profit improvement [3]. - Lowe's updated its full-year sales outlook to $86 billion, up from a previous range of $84.5-$85.5 billion, while projecting flat comparable sales and a slight decrease in adjusted operating margin expectations [9][10]. Financial Health - As of the end of the quarter, Lowe's had cash and cash equivalents of $621 million and long-term debt of $37,498 million, with a shareholders' deficit of $10,382 million [7]. - Operating cash flow for the nine months ended October 31 totaled $8,297 million, with $8.8 billion allocated for the FBM acquisition and $673 million paid in dividends during the quarter [7]. Market Position and Outlook - Lowe's has experienced a downward trend in estimates revision, with a consensus estimate shift of -5.91% [11]. - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [13]. - In comparison, Home Depot, a competitor in the same industry, reported revenues of $41.35 billion with a year-over-year change of +2.8%, highlighting competitive dynamics within the retail home furnishings sector [14].

It has been about a month since the last earnings report for Jack In The Box (JACK) . Shares have added about 27% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Jack In The Box due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.Jack in the Box Q4 Earnings Lag & Revenue ...

A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 0.4% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Palo Alto Networ ...

Core Insights - Nvidia reported better-than-expected third-quarter fiscal 2026 results, with non-GAAP earnings of $1.30 per share, surpassing estimates by 4.84% and showing a 60% year-over-year increase [2][3] - Total revenues for the third quarter reached $57.01 billion, a 62% increase year-over-year and 22% sequentially, beating the consensus mark by 4.14% [3][6] Financial Performance - Non-GAAP gross margin was 73.6%, reflecting a decline of 140 basis points year-over-year but an improvement of 90 basis points sequentially [13] - Non-GAAP operating income increased by 62% year-over-year and 25% sequentially to $37.75 billion, with a non-GAAP operating margin of 66.2% [15] - Operating cash flow for the third quarter was $23.75 billion, with free cash flow of $22.09 billion [17] Segment Performance - The Graphics segment accounted for 10.7% of revenues, rising 51% year-over-year to $6.1 billion, exceeding the consensus estimate of $5.65 billion [5] - Compute & Networking revenues represented 89.3% of total revenues, soaring 64% year-over-year to $50.91 billion, surpassing the consensus estimate of $48.59 billion [6] - Data Center revenues, a significant part of Compute & Networking, jumped 66% year-over-year to $51.22 billion, driven by increased shipments of Blackwell GPU computing platforms [7] Market Insights - Gaming revenues increased by 30% year-over-year to $4.27 billion, although they declined 1% sequentially due to normalized inventory levels [8][9] - Professional Visualization revenues rose 56% year-over-year to $760 million, driven by new product launches [10] - Automotive sales totaled $592 million, up 32% year-over-year, reflecting the adoption of self-driving platforms [11] Shareholder Returns - Nvidia returned $243 million to shareholders through dividends and repurchased $12.46 billion in stocks during the third quarter [18] - The company has a new $60 billion share repurchase authorization approved by its board [18] Future Guidance - For the fourth quarter of fiscal 2026, Nvidia anticipates revenues of $65 billion (+/-2%) and a non-GAAP gross margin of 75% (+/-50 bps) [19] - The consensus estimate has shifted upward by 8.31% in the past month, indicating positive sentiment among investors [20] Investment Outlook - Nvidia holds a Zacks Rank 1 (Strong Buy), suggesting an expectation of above-average returns in the coming months [23]

It has been about a month since the last earnings report for Viking Holdings (VIK) . Shares have added about 13.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Viking due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Viking Q3 Earnings Beat EstimatesViking Holdings rep ...

FactSet Research Systems Inc. (NYSE:FDS) reported better-than-expected first-quarter results on Thursday.The company posted first-quarter sales of $607.6 million, surpassing analyst expectations of $600.5 million and representing a 6.9% year-over-year (Y/Y) gain. The company reported quarterly adjusted earnings per share of $4.51, exceeding the street view of $4.37.FactSet CEO Sanoke Viswanathan said, "FactSet's strong start to the year underscores the quality of our data and products and the strategic role ...

A month has gone by since the last earnings report for Target (TGT) . Shares have added about 18.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Target due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Target Corporation before we dive into how investors and analysts have reacted as of late. ...

It has been about a month since the last earnings report for Williams-Sonoma (WSM) . Shares have added about 9.7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Williams-Sonoma due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Williams-S ...