Core Insights - Willdan Group, Inc. (WLDN) reported strong fourth-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding expectations, while both metrics showed year-over-year growth [1][4][9] Financial Performance - Adjusted EPS for Q4 was $1.57, surpassing the Zacks Consensus Estimate of 79 cents by 98.7%, and increased from $0.75 in the same quarter last year [4] - Net revenues reached $89.5 million, beating the consensus mark of $87 million by 2.4% and reflecting a 12.9% year-over-year increase [4] - Contract revenues rose 20.6% year over year to $173.7 million, with gross profit increasing to $62.6 million from $55 million [4][5] Segment Analysis - Energy Segment: Contract revenues increased to $148.3 million from $120.7 million year over year, with net revenues growing 15.7% to $65.5 million [6] - Engineering and Consulting Segment: Contract revenues rose to $25.4 million from $23.4 million year over year, with net revenues up 6% to $24 million [6][7] Annual Highlights - For fiscal year 2025, Willdan reported net revenues of $364.8 million, a 23.1% increase from fiscal 2024, and adjusted EPS of $4.89, up 101.2% from $2.43 a year ago [8] - Adjusted EBITDA for the year was $79.5 million, reflecting a 40.2% increase from the previous fiscal year [8] Future Outlook - For fiscal 2026, Willdan projects net revenues between $390 million and $405 million, with adjusted EBITDA expected to be between $85 million and $90 million, and adjusted EPS anticipated in the range of $4.50-$4.70 [9][11]

On February 17, 2026, Metavasi Capital reported selling its entire stake in Wix.com (NASDAQ:WIX) in the fourth quarter. What happened According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Metavasi Capital sold its entire holding of 37,000 shares in Wix.com. The quarter-end value of the position declined by $6.57 million as a result. What else to know Top holdings after the filing: NYSE:SPHR: $20.74 million (9.1% of AUM) NYSE:BLND: $19.41 million (8.6% of A ...

Key Takeaways ZETA delivered its 18th straight beat-and-raise quarter with $6.5M in net income and a 1.7% margin.Super-scaled customers rose 24% to 184, while the adjusted EBITDA margin expanded 174 bps.Zeta Global lifted the 2026 revenue and EBITDA guidance, backed by strong free cash flow growth.Zeta Global (ZETA) reported its 18th consecutive “beat and raise” quarter in its fourth-quarter 2025 earnings release. The primary point of interest was $6.5 million in net income, accompanied by a 1.7% margin. Th ...

Key Takeaways TIGO is set to report its fourth quarter on Feb. 26, with revenues expected to grow 9% year over yearMobile ARPU growth, B2B digital expansion and Colombia, Guatemala strength remain key factors.Millicom targets below 2.5x leverage and $750M 2025 equity FCF.Millicom International Cellular S.A. (TIGO) is set to report fourth-quarter 2025 results on Feb. 26. The Zacks Consensus Estimate for revenues is pinned at $1.56 billion, up 9% from the prior-year reported number. The consensus estimate for ...

Key Takeaways MARA is set to report Q4 2025 results on Feb. 26, after the bell.Zacks Consensus Estimate projects a $0.23 loss per share versus $1.24 earnings last year.Revenues are estimated at $224M, up 4.4% year over year.MARA Holdings, Inc. (MARA) is set to report fourth-quarter 2025 results on Feb. 26, after the bell.The Zacks Consensus Estimate for the bottom line is pegged at a loss of 23 cents per share compared with earnings of $1.24 in the year-ago quarter.MARA’s earnings have surpassed the Zacks C ...

Key Takeaways MAN expects Q1 2026 earnings to rise 13.64%, with 2026 and 2027 EPS up 26.9% and 36.9%. ManpowerGroup benefits from AI talent shortages, boosting Experis and reskilling demand. MAN's current ratio fell to 0.65 in 2025, signaling rising liquidity and macro risks.ManpowerGroup (MAN) has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missing once, delivering an average beat of 2.43%.The company’s first-quarter 20 ...

Core Insights - Cipher Mining (CIFR) is set to report its fourth-quarter 2025 earnings on February 24, with revenue expectations of $77.86 million, indicating an 84.41% year-over-year growth, while the consensus for loss is at 12 cents per share, a significant decline from earnings of 6 cents in the previous year [1][8] Financial Performance - The company has consistently exceeded the Zacks Consensus Estimate in the past four quarters, with an average surprise of 61.88% [2] - The all-in electricity cost per bitcoin rose to $34,189 in the prior quarter, a 25% sequential increase, driven by higher network hashrate and the activation of Black Pearl Phase I, which has higher power costs [3] - The bitcoin mining segment is expected to remain a strong cash-flow generator, with a production increase of 35% and a revenue surge of 65% to $72 million, supported by a self-mining capacity of 23.6 EH/s [6] Leverage and Risk Factors - The company's leverage profile is anticipated to have increased significantly due to the issuance of $1.3 billion in convertible senior notes, raising long-term borrowings to $1.02 billion, which reflects higher financial obligations and increased balance sheet pressure [4] - Cipher Mining is transitioning from a bitcoin miner to an HPC data center developer, supported by significant agreements with Fluidstack, Google, and Amazon Web Services, which introduces execution and development risks [5] Market Position - The current Earnings ESP for Cipher Mining is 0.00%, and it holds a Zacks Rank of 4 (Sell), indicating that the model does not predict an earnings beat this time [7][9]

Core Viewpoint - Stantec (STN) is expected to report its fourth-quarter 2025 results on February 25, with a strong earnings surprise history and projected revenue growth of 11.3% year over year [1][2][9] Revenue Expectations - The Zacks Consensus Estimate for revenues in the upcoming quarter is $1.18 billion, reflecting an increase of 11.3% compared to the previous year [2][9] - Strong demand across various sectors, including water, transportation, energy transition, and mission-critical sectors, is anticipated to drive revenue growth [3] Sector Performance - The water business is expected to show continuous double-digit organic growth due to AMP8 long-term framework agreements and public sector investments in water infrastructure in the U.K., Australia, and New Zealand [4] - Growth in the Energy Transition, Mining, and Infrastructure sectors is likely driven by land development projects in Alberta, airport projects in Quebec, and transit, rail, and bridge projects in Eastern Canada [5] - New energy projects in Chile and Peru, along with an electrical transmission project in Germany, are also expected to contribute to sales volume [5] Project Highlights - Stantec's Energy team has been selected for Manitoba Hydro's $7 billion high-voltage direct current reliability project, which is expected to enhance grid reliability across Canada [6] - The Infrastructure team is involved in a $745 million project in South Carolina aimed at improving traffic operations and infrastructure [6] Earnings Expectations - The Zacks Consensus Estimate for earnings is set at 87 cents per share, indicating a year-over-year growth of 10.1% [7][9] - The increase in operating income and organic backlog growth is expected to positively impact the bottom line [7] Earnings Prediction Model - The current model indicates that there is no clear prediction for an earnings beat for Stantec, with an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [8][10]

Core Viewpoint - Dave Inc. (NASDAQ:DAVE) is highlighted as a promising investment opportunity with a significant upside potential, supported by recent analyst coverage and a strong market position in the neobanking sector [1][4]. Group 1: Analyst Ratings and Price Target - Ryan Tomasello at Keefe, Bruyette & Woods initiated coverage of Dave Inc. with an Outperform rating and a price target of $250, indicating a 41.02% upside potential [1]. - William Blair also initiated coverage on Dave Inc. with an Outperform rating, emphasizing the company's innovative approach to banking [4]. Group 2: Company Overview and Market Position - Dave Inc. is a California-based neobank with 13.5 million members, focusing on financially underserved and lower-income consumers [2][5]. - The company offers a key cash advance product, ExtraCash, which is projected to support a revenue growth of 20% over the medium term [2]. - Dave Inc. operates in a total addressable market (TAM) of 185 million accounts, providing short-term and low-balance unsecured loans [4].

Core Insights - Dave Inc. (DAVE) has maintained customer acquisition costs (CAC) at $19 in Q2 and Q3 2025, optimizing marketing investments to enhance gross margins [1][8] - The company attracted 843,000 new members in Q3 2025, up from 722,000 in the previous quarter, demonstrating the effectiveness of its marketing initiatives [2][8] - DAVE's revenue increased by 64% year-over-year in Q3 2025, following a 47% increase in Q2, while adjusted EBITDA rose by 236% in Q3 and 235% in Q2 [3][8] - Adjusted net income saw significant growth, with a 347% increase in Q2 and a 233% increase in Q3 2025, reflecting the success of the CAC optimization strategy [4][8] - Despite a higher CAC, DAVE focused on a strong user acquisition funnel, enhancing its financial status and customer lifetime value [5] Valuation and Performance - DAVE's stock price has increased by 56.2% over the past year, outperforming the industry, which saw a 10.2% decline, and the Zacks S&P 500 composite, which rose by 15.1% [6] - The company trades at a forward price-to-earnings ratio of 12.15, significantly lower than the industry average of 21.76, and compared to Agora at 29.58 and LiveRamp at 9.12 [10] - DAVE holds a Zacks Rank 1 (Strong Buy), indicating strong market confidence in its future performance [13]