Core Viewpoint - Applied Optoelectronics reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.12, indicating a significant earnings surprise of +91.89% [1][2] Financial Performance - The company posted revenues of $134.27 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, compared to revenues of $100.27 million a year ago [3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2][3] Stock Performance - Applied Optoelectronics shares have increased approximately 66.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $145.37 million, and for the current fiscal year, it is $0.55 on revenues of $761.96 million [8] - The trend of estimate revisions for the company was mixed ahead of the earnings release, which could change following the recent report [7] Industry Context - The Electronics - Semiconductors industry, to which Applied Optoelectronics belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

分组1 - Ambarella reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $100.87 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.56% and increasing from $84.01 million year-over-year [2] - Ambarella has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 0.8% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $96.16 million, and for the current fiscal year, it is $0.64 on revenues of $431.43 million [7] - The Electronics - Semiconductors industry, to which Ambarella belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

分组1 - Asure Software Inc (ASUR) reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.15 per share a year ago, resulting in an earnings surprise of +41.16% [1] - The company achieved revenues of $39.31 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.67%, and up from $30.79 million year-over-year [2] - Over the last four quarters, Asure Software has surpassed consensus EPS estimates two times and revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 21.2% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the coming quarter is $0.24 on revenues of $41.51 million, and for the current fiscal year, it is $0.84 on revenues of $159.62 million [7] - The Zacks Industry Rank for Internet - Delivery Services is in the top 14% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Viewpoint - Brink's reported quarterly earnings of $2.54 per share, exceeding the Zacks Consensus Estimate of $2.47 per share, and showing an increase from $2.12 per share a year ago, representing an earnings surprise of +2.83% [1] Financial Performance - The company achieved revenues of $1.38 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.04%, compared to $1.26 billion in the same quarter last year [2] - Over the last four quarters, Brink's has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Brink's shares have increased approximately 11% since the beginning of the year, while the S&P 500 has gained 1.5% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $1.67 on revenues of $1.32 billion, and for the current fiscal year, it is $9.00 on revenues of $5.45 billion [7] Industry Context - The Financial Transaction Services industry, to which Brink's belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8]

分组1 - The Baldwin Insurance Group reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and showing an increase from $0.27 per share a year ago, resulting in an earnings surprise of +7.83% [1] - The company posted revenues of $347.28 million for the quarter ended December 2025, which was 1.99% below the Zacks Consensus Estimate, but an increase from $329.89 million year-over-year [2] - The stock has underperformed, losing about 29.5% since the beginning of the year, while the S&P 500 gained 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.69 on revenues of $548.56 million, and for the current fiscal year, it is $1.93 on revenues of $2.04 billion [7] - The Zacks Industry Rank for Insurance - Life Insurance is in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The estimate revisions trend for The Baldwin Insurance Group was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Core Viewpoint - Arcosa (ACA) reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and showing significant growth from $0.46 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +21.05%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Arcosa's revenues for the quarter reached $716.7 million, surpassing the Zacks Consensus Estimate by 0.38%, and up from $666.2 million year-over-year [3] Stock Performance - Arcosa shares have increased approximately 19.1% since the beginning of the year, compared to a 1.5% gain in the S&P 500 [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.51 for the upcoming quarter and $4.63 for the current fiscal year [8] - The Zacks Rank for Arcosa is currently 4 (Sell), indicating expected underperformance in the near future due to unfavorable estimate revisions prior to the earnings report [7] Industry Context - The Building Products - Miscellaneous industry, to which Arcosa belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting potential challenges ahead [9]

分组1 - CubeSmart reported quarterly funds from operations (FFO) of $0.64 per share, missing the Zacks Consensus Estimate of $0.66 per share, and down from $0.68 per share a year ago, representing an FFO surprise of -2.75% [1] - The company posted revenues of $282.69 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.79%, compared to year-ago revenues of $231.41 million [2] - CubeSmart shares have increased approximately 10.2% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.64 on revenues of $280.38 million, and for the current fiscal year, it is $2.61 on revenues of $1.15 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 38% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for CubeSmart was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Definitive Healthcare Corp. (DH) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.92%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of +16.67%.Over the last four quarters, the company ha ...

DoubleVerify Holdings (DV) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this software platform for digital media measurement and analytics would post earnings of $0.09 per share when it actually produced earnings of $0.22, delivering a su ...

Evertec (EVTC) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.48%. A quarter ago, it was expected that this payment processing company would post earnings of $0.89 per share when it actually produced earnings of $0.92, delivering a surprise of +3.37%.Over the last four quarters, t ...