Key Takeaways Stride benefits from strong virtual K-12 and career learning demand, driving faster growth and margins.Strategic Education gains from employer-linked programs, but growth appears steadier and less dynamic.Valuation favors Stride with stronger ROE, rising estimates and a more attractive risk-reward profile.The shifting interests of students and parents toward online education alternatives, especially for career learning, have altered the perspective of the education market and the firms operati ...

Key Takeaways ACHR is highlighted as a key contender as demand grows for cleaner, faster urban air mobility solutions.ACHR is advancing FAA approval, adding NVIDIA-powered AI and expanding in Europe through a Serbia partnership.EHang secured autonomous eVTOL certification in China and completed a 22 km pilotless cross-strait flight.Rising demand for cleaner and more efficient travel is driving growth in the electric vertical takeoff and landing eVTOL industry, which is expected to play an important role in ...

Key Takeaways SMMT's FDA-accepted BLA seeks approval of ivonescimab plus chemo for NSCLC after third-generation EGFR-TKIs.SMMT faces Nov. 14, 2026, PDUFA date, with FDA planning mid- and late-cycle reviews and labeling talks.SMMT's BLA is backed by the phase III HARMONi data that met PFS, while OS missed but trended favorably.Summit Therapeutics (SMMT) announced that the FDA has accepted its biologics license application (BLA) seeking approval for ivonescimab plus chemotherapy in patients with EGFR-mutated, ...

Key Takeaways GPI posted Q4 adjusted EPS of $8.49, missing estimates, while revenues rose to $5.58B from last year.Group 1 Automotive saw new-vehicle sales drop 3.2% Y/Y, while used-vehicle retail sales rose 5.2%.Parts and Service revenues grew 2.9% with higher gross profit, as GPI continued sizable share repurchases.Group 1 Automotive (GPI) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $8.49, down 15.3% year over year from $10.02. The figure also missed the Zacks Consensus Estimate of $ ...

Key Takeaways LHX benefits from diversified operations, steady growth and a more attractive valuation.LHX posted Q4 revenue growth, higher EPS, delivered the MC-55A aircraft and secured satellite payload work.AVAV expanded its defense footprint with a $75M Air Force award and progress in BVLOS airspace operations.As global defense spending increases amid ongoing geopolitical tensions, companies such as AeroVironment, Inc. (AVAV) and L3Harris Technologies, Inc. (LHX) are drawing greater investor interest. Ri ...

Stryker Corporation (SYK) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $4.47, which beat the Zacks Consensus Estimate of $4.40 by 1.6%. The bottom line also improved 11.5% year over year. Our model estimate for the metric was pegged at $3.15 per share.GAAP EPS was $2.22, up 2.8% from the year-ago quarter’s level.For the full year, adjusted EPS gained 11.8% to $13.63. GAAP EPS was $8.40, up 8.2% from the year-ago level.Revenue DetailsRevenues totaled $7.17 billion, which beat the Zacks C ...

Key Takeaways Coinbase is expanding into payments, prediction markets and tokenized assets to diversify revenues.The Base network and stablecoins are central to COIN's push for real-world crypto adoption and lower costs.COIN's 10 acquisitions in 2026, including The Clearing Company, aim to boost its reach in prediction markets.Increased volatility, supportive U.S. economic policies under President Donald Trump, higher acceptance of digital assets, continued efforts of the exchange players to go beyond only ...

Key Takeaways Regeneron posted Q4 EPS of $11.44, beating estimates, while revenues rose 3% to $3.9 billion.REGN saw Eylea HD sales jump 66%, offsetting sharp declines in U.S. sales of its legacy Eylea drug.Higher R&D and manufacturing investments pressured margins, contributing to a 5% year-over-year EPS drop.Regeneron Pharmaceuticals, Inc. (REGN) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $11.44, which comfortably beat the Zacks Consensus Estimate of $10.56. However, the bottom line ...

Core Viewpoint - ServiceNow's stock experienced a significant decline of 37% over nearly three months, driven by concerns over AI disruption, cautious FY26 outlook, and aggressive acquisition strategies, overshadowing modest revenue growth and share repurchase initiatives [2][3]. Group 1: Stock Performance - The stock fell 37%, influenced by a modest 4.8% revenue increase and a 3.7% margin decrease [3]. - Valuation saw a sharp decline of 37%, contributing to the overall stock drop [3]. Group 2: Earnings and Guidance - Q4 2025 earnings surpassed revenue and non-GAAP EPS expectations, but diluted EPS fell short, leading to an 11% stock decrease on January 29, 2026 [8]. - FY26 guidance for revenue was below analyst expectations, raising concerns among investors [8]. Group 3: Acquisition and Market Concerns - There are worries regarding the impact of expensive acquisitions, such as Moveworks and Armis, on the company's financial health [8]. - Investors are concerned that competitors may leverage AI tools to replicate software, posing a threat to the SaaS sector [8]. Group 4: Stock Actions - A 5-for-1 stock split on December 17, 2025, and a $5 billion buyback did not alleviate negative sentiment surrounding the stock [8].

GERMANY - 2025/10/03: In this photo illustration, the AppLovin Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesFrom early May 2025 until late January 2026, AppLovin (APP)’s stock jumped by 85%, driven by rising revenue, better margins, and a slight lift in the P/E ratio. Behind these figures, a combination of robust earnings, strategic divestitures, analyst upgrades, buybacks, an ...