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Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of securities of Franklin BSP Realty Trust, Inc. for the period between November 5, 2024, and February 11, 2026, alleging that the company made false and misleading statements regarding its business prospects and dividend maintenance [1][5]. Group 1: Lawsuit Details - The lawsuit claims that defendants overstated Franklin BSP Realty Trust's prospects and its ability to maintain a $0.355 dividend, leading to materially false and misleading statements about the company's business and operations [5]. - Investors who purchased securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Participation Information - To join the class action, interested parties can visit the provided link or contact Phillip Kim, Esq. for more information [3][6]. - A lead plaintiff must move the Court by April 27, 2026, to represent other class members in the litigation [1][3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].

Core Insights - The Baldwin Insurance Group reported revenue of $347.28 million for Q4 2025, a 5.3% year-over-year increase, with an EPS of $0.31 compared to $0.27 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $354.34 million, resulting in a surprise of -1.99%, while the EPS exceeded expectations by 7.83% [1] Financial Performance Metrics - Organic revenue growth was 3%, below the two-analyst average estimate of 4.2% [4] - Commissions and fees revenue was $344.58 million, compared to the average estimate of $351.21 million, reflecting a year-over-year increase of 5.5% [4] - Investment income was reported at $2.7 million, slightly below the estimated $2.71 million, marking a 15.4% decrease year-over-year [4] - Corporate and Other revenues were -$16.93 million, better than the estimated -$17.65 million, but showed an 18.9% decline from the previous year [4] - Underwriting, Capacity & Technology Solutions revenue was $129.5 million, compared to the estimate of $132.18 million, with a year-over-year increase of 10.9% [4] - Mainstreet Insurance Solutions revenue was $76.84 million, in line with the estimate of $76.83 million, reflecting a 6.9% year-over-year increase [4] - Insurance Advisory Solutions revenue was $157.87 million, below the average estimate of $164.49 million, showing a significant year-over-year decline of 68.6% [4] Stock Performance - Shares of The Baldwin Insurance Group have decreased by 25.8% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Brink's reported revenue of $1.38 billion for the quarter ended December 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate of $1.35 billion by 2.04% [1] - The company's EPS for the same period was $2.54, up from $2.12 a year ago, also surpassing the consensus EPS estimate of $2.47 by 2.83% [1] Revenue Performance by Geography - Latin America generated $335.8 million, slightly below the estimated $338.5 million, reflecting a year-over-year increase of 3.8% [4] - North America reported $455.9 million, exceeding the average estimate of $444.55 million, with a year-over-year growth of 8.7% [4] - Europe achieved $377.2 million, surpassing the average estimate of $348.15 million, showing a significant year-over-year increase of 21.4% [4] - The Rest of World segment reported $210.1 million, below the average estimate of $220.65 million, with a minimal year-over-year change of -0.1% [4] Stock Performance - Brink's shares have returned +3.9% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - AvePoint, Inc. reported a revenue of $114.69 million for the quarter ended December 2025, reflecting a year-over-year increase of 28.6% [1] - The earnings per share (EPS) for the quarter was $0.10, a significant improvement from -$0.04 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $111.11 million by 3.22%, while the EPS surpassed the consensus estimate of $0.09 by 11.11% [1] Financial Metrics - Annual recurring revenue (ARR) reached $416.8 million, slightly above the average estimate of $415.8 million from two analysts [4] - Revenue from maintenance services was reported at $0.98 million, exceeding the average estimate of $0.77 million [4] - Revenue from services amounted to $14.65 million, significantly higher than the two-analyst average estimate of $12.28 million [4] Stock Performance - AvePoint's shares have declined by 17.5% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Arcosa reported $716.7 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 7.6% and exceeding the Zacks Consensus Estimate of $714 million by 0.38% [1] - The company achieved an EPS of $1.15, significantly higher than the $0.46 reported a year ago, and surpassed the consensus EPS estimate of $0.95 by 21.05% [1] Revenue Performance - Construction Products revenue was $305.4 million, below the average estimate of $336.5 million, reflecting a year-over-year decline of 2.1% [4] - Transportation Products revenue reached $110.2 million, exceeding the estimated $100.76 million, with an 18.6% increase compared to the previous year [4] - Engineered Structures revenue was reported at $301.1 million, surpassing the average estimate of $276.75 million, and showing a year-over-year growth of 15.1% [4] Operating Profit Analysis - Operating profit for the Construction Products Group was $41.4 million, lower than the estimated $50.71 million [4] - Operating profit for the Transportation Products Group was $11.3 million, below the average estimate of $19.48 million [4] - Operating profit for Engineered Structures was $43.5 million, exceeding the estimated $28.95 million [4] Stock Performance - Arcosa's shares have returned 12.1% over the past month, outperforming the Zacks S&P 500 composite's 0.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Strategic Education (STRA) reported revenue of $323.21 million for the quarter ended December 2025, marking a year-over-year increase of 3.8% and a slight surprise of +0.04% over the Zacks Consensus Estimate of $323.07 million [1] - The earnings per share (EPS) for the same period was $1.74, compared to $1.27 a year ago, resulting in an EPS surprise of +18.1% against the consensus estimate of $1.47 [1] Revenue Breakdown - Revenue from Australia/New Zealand was $65.59 million, slightly below the estimated $65.78 million, reflecting a year-over-year decrease of -1.6% [4] - Revenue from Education Technology Services reached $39.09 million, exceeding the estimated $36.81 million, and showing a significant year-over-year increase of +28.3% [4] - U.S. Higher Education revenue was reported at $218.53 million, which is lower than the average estimate of $220.52 million, but still represents a year-over-year growth of +2% [4] Stock Performance - Over the past month, shares of Strategic Education have returned -9.9%, contrasting with the Zacks S&P 500 composite's increase of +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]

Core Insights - OrthoPediatrics reported revenue of $61.61 million for the quarter ended December 2025, marking a year-over-year increase of 17% and exceeding the Zacks Consensus Estimate by 4.05% [1] - The company’s EPS for the same period was -$0.26, an improvement from -$0.29 a year ago, with a surprise of 29.73% compared to the consensus estimate of -$0.37 [1] Revenue Performance - Product sales in the Trauma and deformity category reached $42.64 million, slightly below the estimated $43.45 million, but still reflecting a year-over-year increase of 17.1% [4] - Sales in the Sports medicine/other category were reported at $1.37 million, significantly surpassing the average estimate of $0.68 million, representing a remarkable year-over-year growth of 118.5% [4] - Scoliosis product sales amounted to $17.6 million, exceeding the estimated $15.17 million, with a year-over-year increase of 12.6% [4] Stock Performance - Over the past month, OrthoPediatrics shares have returned -3.5%, contrasting with the Zacks S&P 500 composite's increase of +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - The company reported approximately $18.5 billion in Gross Bookings for 2025, indicating significant business activity and growth potential [1] - Adjusted EBITDA exceeded $500 million, reflecting improved operational efficiency and profitability [1] - GAAP profitability has become more consistent, suggesting a positive trend in earnings quality over the year [1] Areas for Improvement - The senior leadership team is focused on identifying key learnings from 2025 to enhance future performance [1] - There is an emphasis on continuous improvement in various operational areas as the company looks ahead [1]

Core Viewpoint - Netflix has abandoned its $83 billion acquisition of Warner Bros. Discovery (WBD) due to opposition from investors and political figures, particularly Republicans [1][2]. Group 1: Netflix's Acquisition Attempt - Netflix's withdrawal from the deal allows Paramount, led by Larry and David Ellison, to potentially acquire all of WBD, including its TV networks and HBO [2]. - The initial belief within Netflix was that they could secure support from Donald Trump to facilitate the merger, but this support did not materialize [3][4]. - Netflix faced significant backlash from Republicans, who criticized the company's content as "woke," further complicating the deal's approval [3]. Group 2: Investor Sentiment and Stock Performance - Netflix shareholders expressed disapproval of the acquisition, leading to a decline in the company's stock prior to the announcement of the deal's cancellation [5]. - Following the news of Netflix's exit, the company's shares rebounded by 10% as Paramount's chances of acquiring WBD improved [5]. Group 3: Implications for WBD and Paramount - The future of WBD's assets remains uncertain, including leadership changes at CNN and HBO, and the impact on Warner Bros. studio employees [5]. - If Paramount's acquisition proceeds, the Ellison family will gain control of a significant media conglomerate, including two movie studios, major news operations, and streaming services [6]. - The Ellison family's relationship with Trump may play a role in their media strategy, despite their limited experience in the industry [7][8].