Core Insights - CDW Corporation reported fourth-quarter 2025 non-GAAP EPS of $2.57, exceeding the Zacks Consensus Estimate of $2.44, with a year-over-year increase of 3.8% [1] - The company achieved net sales of $5.51 billion in the fourth quarter, reflecting a 6.3% year-over-year growth, driven by increased customer spending in software, notebooks, mobile devices, and services [2] Financial Performance - For the full year 2025, net sales rose 6.8% year over year to $22.4 billion, with strong gross profit growth and disciplined working capital management allowing the return of approximately $982 million to shareholders through dividends and share repurchases [3] - Gross profit increased by 8.6% year over year to $1.25 billion, with gross margin expanding to 22.8% from 22.3% due to a higher contribution from software and services [10] Segment Analysis - The Corporate segment reported net sales of $2.37 billion, down 0.6% year over year, indicating caution among large enterprise customers [6] - The Small Business segment saw net sales rise 18.4% year over year to $457 million, reflecting improved investment activity among SMB customers [6] - The Public segment's revenues totaled $2.02 billion, up 7% year over year, with the Education sector leading growth at 12.9% [7] Future Outlook - CDW reaffirmed its long-term growth ambition, targeting 200–300 basis points of growth above the U.S. IT addressable market in 2026, driven by demand across hardware, software, services, and AI-related guidance [4] - The company announced a quarterly dividend of 63 cents, payable on March 10, 2026, to shareholders on record as of February 25 [4] Market Reaction - Following the strong performance, CDW's shares increased by 7% in pre-market trading, although shares have declined 38.8% over the past year compared to a 31.9% decline in the Zacks Computers-IT Services industry [5]

Key Takeaways Project Vault sets up a $12B U.S. reserve of rare earths to shield industry from supply shocks. MP jumped as the plan targets domestic miners and developers amid concerns over China's supply dominance. REMX and clean energy ETFs stand to benefit as stockpiling supports materials vital to EVs and renewables. U.S. President Donald Trump recently launched “Project Vault,” a $12 billion strategic stockpile of critical and rare earth minerals aimed at insulating U.S. manufacturers from supply shoc ...

Key Takeaways NVS posted Q4 core EPS of $2.03, beating estimates, while revenues rose 1% but missed expectations.NVS sales were pressured by U.S. generic competition for Entresto and Promacta, causing a 1% decline.NVS saw strong Q4 growth from Cosentyx, Kisqali, Pluvicto and Scemblix, partly offsetting headwinds.Swiss pharma giant Novartis AG (NVS) reported fourth-quarter core earnings per share (excluding one-time charges) of $2.03, which beat the Zacks Consensus Estimate of $1.99. The figure was also up f ...

Key Takeaways TECH posted Q2 adjusted EPS of 46 cents and revenues of $295.9M, beating consensus estimates. Bio-Techne saw Protein Sciences grow 2% while Diagnostics and Spatial Biology sales fell 4% year over year. TECH expanded operating margin 244 bps to 18.4% as operating profit rose to $54.5M. Bio-Techne Corporation (TECH) reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of 46 cents, which surpassed the Zacks Consensus Estimate by 8.2%. The bottom line was up 9.5% on a year-over-ye ...

Key Takeaways Amdocs posted Q1 EPS of $1.81, topping estimates and rising 9% year over year.Revenues grew 4.1% YOY to $1.156B and surpassed the consensus mark.FY2026 outlook calls for 1.5-5.5% revenue growth and 4-8% EPS expansion.Amdocs Limited (DOX) shares gained 4% during Tuesday’s extended trading session after the company reported better-than-expected first-quarter fiscal 2026 results. DOX’s non-GAAP earnings of $1.81 per share came above the midpoint of management’s guidance of $1.73-$1.79 and increas ...

Epam (EPAM) has been beaten down lately with too much selling pressure. While the stock has lost 16.1% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price move ...

Genpact (G) has been on a downward spiral lately with significant selling pressure. After declining 17.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...

A downtrend has been apparent in S&P Global (SPGI) lately with too much selling pressure. The stock has declined 13.2% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. T ...

A downtrend has been apparent in J&J Snack Foods (JJSF) lately with too much selling pressure. The stock has declined 11% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold ...

A downtrend has been apparent in Autodesk (ADSK) lately with too much selling pressure. The stock has declined 17.9% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. Thi ...