Clear Secure (YOU) came out with quarterly earnings of $0.31 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.05%. A quarter ago, it was expected that this airport security company would post earnings of $0.27 per share when it actually produced earnings of $0.29, delivering a surprise of +7.41%.Over the last four quarters, the company h ...

Key Takeaways OPEN's Opendoor 2.0 shifts focus from growth at any cost to profitability and unit economics.Opendoor's October 2025 cohort shows faster sell-through and improved contribution margins.OPEN trades at 0.73x forward P/S, while 2026 loss estimates have narrowed in the past month.Opendoor Technologies Inc.’s (OPEN) fourth-quarter 2025 earnings call made one thing clear: the company is no longer chasing growth at any cost. Instead, Opendoor 2.0 is deliberately slowing the top line to fix the engine ...

分组1 - EverQuote reported quarterly earnings of $1.54 per share, significantly exceeding the Zacks Consensus Estimate of $0.35 per share, representing an earnings surprise of +337.87% [1] - The company achieved revenues of $195.32 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 10.33%, compared to $147.46 million in the same quarter last year [2] - EverQuote has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has underperformed, losing about 42.6% since the beginning of the year, while the S&P 500 has gained 0.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $195.44 million, and for the current fiscal year, it is $1.77 on revenues of $774.18 million [7] - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the bottom 47% of over 250 Zacks industries, which may impact stock performance [8]

MongoDB (MDB) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended January 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on March 2, might help the stock move higher if these key numbers are better than expectations. ...

分组1 - Opendoor Technologies Inc. reported a quarterly loss of $0.07 per share, better than the Zacks Consensus Estimate of a loss of $0.08, and improved from a loss of $0.11 per share a year ago, resulting in an earnings surprise of +15.97% [1] - The company posted revenues of $736 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 23.41%, but down from $1.08 billion in the same quarter last year [2] - Opendoor Technologies has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 20.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $871.95 million, and for the current fiscal year, it is -$0.21 on revenues of $4.61 billion [7] - The Zacks Industry Rank for Internet - Software is in the top 36% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8]

What happened According to a February 18, 2026, SEC filing, Kanen Wealth Management LLC disclosed a significant buy in Compass (NYSE:COMP), adding 1,573,950 shares during the fourth quarter. The estimated transaction value was approximately $14.36 million, based on the average Compass share price from October through December 2025. The quarter-end value of Kanen’s Compass stake increased by $29.11 million, a figure that reflects both the share purchase and price appreciation. What else to know Kanen’s C ...

Core Insights - EverQuote, Inc. (EVER) is anticipated to show improvements in both revenue and earnings for the fourth quarter of 2025, with revenue estimates at $177.04 million, reflecting a 20% year-over-year growth, and earnings estimated at 35 cents per share, indicating a 6% increase year-over-year [1]. Revenue Expectations - The revenue for EverQuote is projected to be between $174 million and $180 million, suggesting a 20% year-over-year growth at the midpoint [4]. - The automotive vertical is expected to contribute significantly, with a Zacks Consensus Estimate of $164 million, driven by increased carrier spending for referrals from major customers [5]. - The Home and Renters vertical is also expected to benefit from higher carrier spending, with a consensus estimate of $12.95 million [5]. Marketing and Expenses - Variable marketing dollars are expected to be between $46 million and $48 million, indicating a 7% year-over-year growth at the midpoint, with a consensus estimate of $47.33 million [6]. - The variable marketing margin is projected to decrease due to competitive pricing pressures, with a consensus estimate of 26.7% [6]. - Total costs and operating expenses are likely to rise due to increased sales and marketing, research and development, and general and administrative expenses [7]. Share Buybacks - Continued share buybacks are expected to positively impact the bottom line in the upcoming quarter [7].

分组1 - Clearwater Analytics reported quarterly earnings of $0.15 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.13 per share a year ago, resulting in an earnings surprise of +2.74% [1] - The company posted revenues of $217.46 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.37%, and up from $126.46 million year-over-year [2] - Clearwater Analytics has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has underperformed the market, losing about 4.9% since the beginning of the year, while the S&P 500 has shown a zero return [3] - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $222.31 million, and for the current fiscal year, it is $0.68 on revenues of $947.34 million [7] - The Zacks Industry Rank places the Internet - Software sector in the bottom 48% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8]

Group 1 - CrowdStrike, C.H. Robinson, and Compass are identified as stocks that have been unfairly impacted by concerns over AI disruption [1] - Analysts suggest that the market's reaction to these companies is exaggerated and does not reflect their underlying fundamentals [1] - The fear of AI disruption has led to a mispricing of these stocks, presenting potential investment opportunities [1]

Core Insights - Barrier Capital Management initiated a new position in Compass, purchasing 952,074 shares valued at approximately $10.06 million, representing 7.4% of its 13F reportable assets under management [1][2][6] Company Overview - Compass reported trailing twelve months (TTM) revenue of $6.64 billion and a net income of -$56.40 million, with a market capitalization of $7.54 billion [3] - As of February 13, 2026, Compass shares were priced at $10.41, reflecting a 37.3% increase over the past year, outperforming the S&P 500 by 25.54 percentage points [2] Business Model and Strategy - Compass offers real estate brokerage services and a cloud-based software platform that integrates CRM, marketing, and operational tools, targeting real estate agents and brokerages in the U.S. [8] - The company focuses on platform innovation and agent enablement, positioning itself competitively in the evolving U.S. real estate market [5] Financial Performance - In the third quarter, Compass achieved record revenue of $1.9 billion, marking a 24% year-over-year growth, with forecasts for fourth-quarter sales estimated between $1.6 billion and $1.7 billion, up from $1.4 billion the previous year [9] - Compass exited Q3 with total assets of $1.6 billion and total liabilities of $775 million, indicating a solid balance sheet [10]