Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Nvidia (NASDAQ:NVDA) reported blockbuster fourth-quarter earnings, but that failed to energize markets this week as investors grappled with growing skepticism around the broader AI trade and competitive pressures. The chipmaker easily beat revenue and profit expectations and issued strong guidance, but shares slid sharply in response, reflecting concern over whether sky-high expe ...

Core Insights - Axon Enterprise's stock increased by over 18% following strong fourth-quarter results, driven by heightened demand for its software products due to artificial intelligence advancements [1] - The company reported adjusted earnings of $2.15 per share and revenue of $797 million, exceeding analyst expectations of $1.60 per share and $755 million in revenue [1] - Axon provided optimistic revenue guidance for 2026, projecting growth between 27% and 30%, surpassing the previous estimate of 25.8% [2] Company Strategy - CEO Rick Smith emphasized the unique moment AI presents for the company since its inception in 1993, indicating a transformative impact on operations and offerings [2] - The company aims to deploy AI more aggressively and thoughtfully than competitors, focusing on creating unique value for customers that cannot be easily replicated [3]

Axon shares rise as Taser-maker's profit gets boost from government spending | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A van marketing jobs at Axon Enterprise is seen near the company's headquarters in Scottsdale, Arizona, U.S. August 22, 2022. REUTERS/Jeffrey Dastin [Purchase Licensing Rights, opens new tab]Feb 25 (Reuters) - Axon Enterprise [(AXON.O), opens new tab] shares jumped 16% in premarket trading on Wednesday after ...

公共安全技术公司Axon Enterprise盘前大幅上涨16%。消息上，Axon Enterprise第四季度调整后每股收益 为2.15，较分析师普遍预期的1.60高出0.55。营收达到7.97亿，同比增长39%，超过分析师预估的7.5555 亿。营收增长主要得益于高级软件的采用、TASER 10、Axon Body 4以及反无人机设备。 对于2026财年全年，Axon预计营收同比增长27%至30%，中值28.5%的增长意味着营收约为35.7亿。该 公司预计将维持25.5%的调整后EBITDA利润率。展望更远的未来，Axon设定了2028年的新目标，即年 营收约60亿。(格隆汇) ...

Core Insights - Axon reported fourth-quarter revenue of $796.72 million, surpassing analyst estimates of $755.40 million [1] - The company achieved fourth-quarter adjusted earnings of $2.15 per share, exceeding estimates of $1.60 per share [1] - Following the earnings report, Axon Enterprise shares increased by 16.2% to $514.21 in pre-market trading [1] Financial Performance - Fourth-quarter revenue: $796.72 million, beating estimates by $41.32 million [1] - Adjusted earnings per share: $2.15, exceeding estimates by $0.55 [1]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Axon Enterprise beats fourth-quarter profit estimates, shares rise February 24, 202610:00 PM UTCUpdated ago By Reuters Feb 24 (Reuters) - Taser-maker Axon Enterprise (AXON.O), opens new tab beat Wall Street estimates for fourth-quarter profit on Tuesday, driven by strong demand for its security devices and software products. Shares of the Arizona-based company were up 15% in extended trading. ...

Company Overview - Pathward Financial is a diversified financial services provider focusing on innovative banking and payment solutions, leveraging expertise in commercial and consumer finance to drive growth and maintain a competitive position within the U.S. regional banking sector [8] - The company reported trailing-12-month revenue of $724.3 million and net income of $191.0 million as of September 30, 2025 [6][4] - As of January 20, 2026, shares of Pathward Financial were priced at $74.18, reflecting a 5.16% decline over the past year, underperforming the S&P 500 Index by 17.67 percentage points [4][6] Recent Transaction - On January 20, 2026, Shepherd Wealth Management liquidated its entire position in Pathward Financial, selling 15,726 shares for an estimated transaction value of $10.06 million [2][4] - Following this sale, Pathward Financial represented 0% of Shepherd's reported assets under management (AUM), down from 6.7% in the previous quarter [4] Market Position and Performance - Pathward Financial's market capitalization is approximately $1.95 billion, with a current price of $74.18 [6][4] - The company's dividend yield stood at 0.27% as of January 20, 2026 [4] - The stock's 52-week range was between $64.45 and $88.66, with a trading volume of 181K and an average volume of 222K [5] Strategic Insights - The liquidation of Pathward Financial shares by Shepherd Wealth Management indicates a significant strategic overhaul, with the firm reallocating its investments towards water resources, which now constitute 27% of its portfolio [10][11] - This shift suggests a potential belief in better opportunities within water infrastructure and nuclear energy compared to traditional tech growth stocks [11]

Core Insights - Axon Enterprise is experiencing significant growth driven by its innovative technology in law enforcement, including TASERs, body cameras, and cloud-based software services [1][3] - The company is focusing on enhancing its 911 services through recent acquisitions and the introduction of AI technology to improve response times and efficiency [5][6] Financial Performance - Axon reported strong performance in its most recent quarter, with a notable increase in AI bookings expected to contribute over 10% of US state and local bookings for the year [6][8] - The company has achieved a growth rate of over 30% in recent years, maintaining a consistent upward trajectory [18] Strategic Initiatives - Recent acquisitions of Prepared and Carbyne are aimed at improving the 911 response process, leveraging AI to reduce the time taken to dispatch help from over two minutes to mere seconds [5][6] - The introduction of the AI Era Plan is expected to streamline administrative tasks in public safety, allowing officers to focus more on their core duties [8][10] Product Development - Axon is expanding its product offerings beyond public safety into the enterprise market, addressing issues like workplace theft and abuse with new technologies [13][20] - The company is developing products like the ABW mini body camera and Fusus, which integrates various video feeds for enhanced security monitoring [13][20] Market Opportunities - Axon sees significant potential in the enterprise sector, with a focus on providing solutions that can reduce theft and improve safety in retail environments [13][20] - The company is also exploring opportunities in surveillance and live security monitoring, ensuring that privacy and ethical considerations are prioritized [11][12] Competitive Landscape - The less-than-lethal space is gaining traction, with Axon viewing it as an opportunity for growth rather than competition, emphasizing the importance of safer incapacitation methods [16] - Axon aims to maintain its leadership in public safety technology while adapting to emerging trends and customer needs [16][18]

Axon Enterprise - Axon Enterprise reported a return to operating losses for the first time in nearly four years, which led to negative market reactions despite strong revenue growth [3] - The company experienced its seventh consecutive quarter of over 30% revenue growth, indicating ongoing investment in future growth despite current losses [3] - Analysts believe the market's reaction may have been overly pessimistic, as the losses were partly driven by tariffs affecting margins [3] Trex - Trex's stock has fallen 75% from its previous high, marking a significant decline in its 15-year history [4] - The company reported over 20% revenue growth, but concerns about inventory reductions from distributors and margin pressures due to competition have negatively impacted market sentiment [4][5] - Trex maintains a cost advantage in manufacturing, using 95% waste products, which could help sustain better margins compared to competitors [8] Warby Parker - Warby Parker missed its revenue guidance for Q3, forecasting only 11-12% revenue growth for Q4, attributed to macroeconomic weaknesses [9] - Despite challenges, the company remains a brand leader with a 9.3% increase in average customers, reaching 2.7 million [9] - The company's adjusted EBITDA rose nearly 50% to approximately $25.7 million, showcasing operational efficiency despite external pressures [9] General Market Sentiment - The discussion highlighted a general sense of hope regarding the potential end of the government shutdown, which could positively impact market conditions [1] - The analysts expressed differing views on the competitive landscape and macroeconomic factors affecting companies like Trex and Warby Parker, indicating a complex environment for investors [6][8]

Core Viewpoint - Stocks experienced notable movements influenced by the Supreme Court's skepticism regarding President Trump's tariffs and a stronger-than-expected U.S. jobs market reading [2][3]. Company Summaries - **Advanced Micro Devices (AMD)**: Reported better-than-expected third-quarter earnings and revenue, with data-center revenue increasing by 22% to $4.3 billion. The company anticipates fourth-quarter revenue of approximately $9.6 billion, exceeding analysts' expectations of $9.2 billion [3][5]. - **Arista Networks**: Experienced an 8.6% decline despite reporting third-quarter adjusted earnings that surpassed expectations. Revenue rose by 27% to $2.31 billion, but the fourth-quarter sales guidance of $2.3 billion to $2.4 billion fell short of projections [4][5]. - **Super Micro Computer (SMCI)**: Saw an 11% drop after reporting weaker-than-expected fiscal first-quarter earnings and revenue, along with mixed guidance for the current quarter [6][5]. - **Pinterest**: Plummeted by 22% following weak third-quarter earnings and disappointing fourth-quarter revenue guidance, although adjusted EBITDA outlook met Wall Street expectations [6]. - **Axon Enterprise**: Dropped 9.4% after reporting a third-quarter loss, with adjusted earnings of $1.17 per share missing analysts' expectations of $1.52. The company announced an acquisition of Carbyne valued at $625 million [7]. - **Novo Nordisk (NVO)**: Lowered its growth outlook due to competitive pressures from copycat versions of its weight-loss drugs, now expecting operating profit growth of 4% to 7% and sales growth of 8% to 11% [8]. - **Humana (HUM)**: Reported third-quarter adjusted earnings of $3.24 per share, exceeding analysts' estimates of $2.93. However, the stock declined by 6% after the company lowered its full-year guidance [9]. - **Rivian Automotive**: Gained 23% despite a wider-than-expected third-quarter loss, reporting a gross profit of $24 million against analysts' expectations of a $64 million loss [10]. - **McDonald's**: Rose by 2.2% after third-quarter adjusted earnings slightly missed estimates, with same-store sales increasing by 2.4% in the U.S. and 3.6% globally [10]. - **Zimmer Biomet**: Was the worst performer in the S&P 500, with a 15% decline following weaker-than-expected quarterly sales [11]. - **Trex**: Dropped 31% after reporting weaker-than-expected quarterly sales and earnings, along with slashed guidance for 2025 and 2026 [11]. - **Kratos Defense & Security Solutions**: Fell 14% after issuing fourth-quarter sales guidance that missed analysts' estimates [11]. - **Lumentum Holdings**: Gained 24% after posting fiscal first-quarter earnings and revenue that beat forecasts, along with strong revenue guidance for the second quarter [12].