分组1 - CCC Intelligent Solutions Holdings Inc. reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, with an earnings surprise of +7.64% [1] - The company posted revenues of $277.87 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.79%, compared to year-ago revenues of $246.46 million [2] - CCC Intelligent Solutions has outperformed consensus revenue estimates four times over the last four quarters [2] 分组2 - The stock has declined approximately 38.7% since the beginning of the year, while the S&P 500 has only declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $275.03 million, and for the current fiscal year, it is $0.42 on revenues of $1.15 billion [7] - The Internet - Software industry, to which CCC belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - HEALWELL AI has appointed Ian Kidson to its Board of Directors to enhance its mission of improving healthcare through early disease identification and detection [1][5] Company Overview - HEALWELL AI Inc. is a healthcare artificial intelligence company focused on preventative care, aiming to save lives through early disease detection [1][6] - The company is publicly traded on the Toronto Stock Exchange under the symbol "AIDX" and on the OTC Exchange under the symbol "HWAIF" [6] Leadership Background - Ian Kidson has extensive experience in both private and public sectors in Canada and the U.S., currently serving on the board of Lakeshore Recycling Systems [2] - He has held significant roles including Chief Financial Officer at Docebo Inc. and Apollo Health Corp., and was Executive Vice President and Chief Financial Officer at Progressive Waste Solutions Ltd. [3] - Kidson's earlier career includes senior leadership positions in capital markets, notably as Managing Director at CIBC Wood Gundy and TD Capital Mezzanine Partners [4] Strategic Importance - The appointment of Ian Kidson is seen as a strategic move to leverage his financial expertise and leadership experience to guide HEALWELL through growth and transformation [5]

Core Viewpoint - Docebo Inc. is highlighted as a strong investment opportunity in the EdTech sector, with a recent price target adjustment by Needham indicating confidence in the company's growth potential despite a slight reduction in target price [1][3]. Group 1: Business Performance - Docebo reported a shift in its business mix, moving away from reliance on a single OEM, which now contributes a smaller share to Annual Recurring Revenue (ARR) compared to the previous year [2]. - The growth rate excluding the largest OEM is accelerating, suggesting a more robust underlying business model [2]. - The company has shown momentum with systems-integrator partners and secured new government contracts, including expansions with the U.S. Department of Energy and the U.S. Air Force Cyber Academy through Deloitte, indicating a stronger presence in federal and SLED channels [3]. Group 2: Company Overview - Docebo Inc. is an enterprise learning-platform provider that utilizes AI-enabled Learning Management Systems (LMS) and related modules to assist organizations in designing, delivering, and measuring training at scale for both commercial and public-sector clients [4].

Group 1: Targa Resources - Targa Resources reported a solid third-quarter performance driven by volume growth in the gathering and processing segment, and plans to meet the high end of the previous fiscal 2025 adjusted EBITDA guidance [3] - The company bought back approximately $156 million of stock during the quarter and announced a 25% dividend increase for 2026, which is expected to be viewed positively by investors [3] Group 2: Bio-Techne - Bio-Techne reported first-quarter 2026 revenue of $286.6 million, down 1% year over year, and flat adjusted earnings of $0.42 compared to the same quarter in 2025 [5] - The company faced headwinds in its GMP proteins business and funding delays for emerging biotech customers, leading to results below expectations [5] - A Buy rating is maintained with a price target of $75, reflecting the long-term potential of the company's diversified life science product portfolio [6] Group 3: McDonald's - McDonald's reported U.S. comparable sales growth of 2.4%, slightly below expectations, with earnings falling short due to heavy marketing investments [7] - The company anticipates U.S. comps to accelerate in the fourth quarter, driven by easier comparisons from last year's food safety incident and promotions [8] - A price target of $315 is set, but the company remains cautious due to challenges in consumer transactions and a bifurcated consumer base [8] Group 4: Docebo - Docebo is initiated with an Outperform rating and a price target of $35, as it has outpaced the broader LMS market by displacing legacy vendors and moving upmarket [9] - The company is expected to benefit from its push into the public sector after achieving FedRAMP status in April 2025 [10] Group 5: Marriott International - Marriott International's third-quarter results were a surprise positive, while the fourth-quarter guidance is considered neutral/slightly positive, reflecting macro uncertainty [11] - The preliminary outlook for 2026 indicates similar growth compared to 2025, suggesting an attractive growth path for the lodging sector [11] - A Neutral rating is maintained with a price target of $297, indicating a balanced risk/reward scenario [11] Group 6: Snowflake - Snowflake's annual developer and product conference highlighted its evolution from a "Data Cloud" to an "Enterprise Intelligence Cloud," focusing on helping customers build and reason with their data [12] - Key product announcements included the launch of Snowflake Intelligence and expanded AI capabilities, which are expected to drive future growth [13][14] - A price target of $280 is set, reflecting the company's strategic direction and product enhancements [15]

Core Viewpoint - Porch Group, Inc. reported a quarterly loss of $0.1 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.08, marking a 25% earnings surprise [1]. Financial Performance - The company posted revenues of $115.07 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.87% and showing an increase from $111.2 million year-over-year [2]. - Over the last four quarters, Porch Group has surpassed consensus EPS estimates three times [2]. Stock Performance - Porch Group shares have increased approximately 197% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.1% [3]. Future Outlook - The company's earnings outlook will be crucial for determining future stock movements, with current consensus EPS estimates at -$0.07 for the coming quarter and -$0.04 for the current fiscal year [7]. - The Zacks Rank for Porch Group is currently 4 (Sell), indicating expectations of underperformance in the near future [6]. Industry Context - The Internet - Software industry, to which Porch Group belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8].

Company Performance - Appian reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.13, and improved from a loss of $0.26 per share a year ago, resulting in an earnings surprise of +100.00% [1] - The company posted revenues of $170.64 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.15%, and compared to year-ago revenues of $146.45 million [2] - Over the last four quarters, Appian has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance and Outlook - Appian shares have declined approximately 18.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The future performance of Appian's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $168.99 million, and for the current fiscal year, it is $0.22 on revenues of $678.76 million [7] Industry Context - The Internet - Software industry, to which Appian belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Appian's stock performance [5]

Company Performance - Olo Inc. reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 16.67% [1] - The company posted revenues of $80.68 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.08%, compared to year-ago revenues of $66.51 million [2] - Over the last four quarters, Olo has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Future Outlook - The sustainability of Olo's stock price movement will depend on management's commentary during the earnings call and the earnings outlook for the coming quarters [3][4] - The current consensus EPS estimate for the next quarter is $0.07 on revenues of $81.91 million, and for the current fiscal year, it is $0.31 on revenues of $334.71 million [7] - The estimate revisions trend for Olo is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Olo belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Backblaze, Inc. reported a quarterly loss of $0.03 per share, better than the Zacks Consensus Estimate of a loss of $0.06, and improved from a loss of $0.14 per share a year ago, representing a 50% earnings surprise [1] - The company achieved revenues of $34.61 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.08% and showing a year-over-year increase from $29.97 million [2] - Backblaze has consistently exceeded consensus EPS estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $35.18 million, and for the current fiscal year, it is -$0.15 on revenues of $143.8 million [7] - The estimate revisions trend for Backblaze is currently unfavorable, leading to a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Backblaze belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable environment compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Backblaze's stock performance [5]

Investor Presentation | February 2025 Note: All financials presented are in US$ unless otherwise noted. Disclaimer General This presentation is property of Docebo Inc. (the "Company", "Docebo", "us" or "we"). It cannot be circulated or forwarded without our consent. Any graphs, tables or other information demonstrating our historical performance or that of any other entity contained in this presentation are intended only to illustrate past performance and are not necessarily indicative of our or such entiti ...