Key Takeaways Baidu reported Q4 non-GAAP EPS of $1.52, topping estimates despite 4% revenue decline.Baidu's Core AI revenues topped RMB 11B, with AI Cloud infra up 143% year over year.Baidu authorized a $5B buyback, launched its first dividend and advanced Kunlunxin spin-off.Baidu (BIDU) reported fourth-quarter 2025 non-GAAP earnings of $1.52 per ADS (American Depositary Share), which surpassed the Zacks Consensus Estimate by 3.4%. The figure decreased 42% year over year. In domestic currency (Renminbi), th ...

Core Insights - Zscaler, Inc. reported strong second-quarter fiscal 2026 results, with non-GAAP earnings of $1.01 per share, exceeding estimates by 12.94% and reflecting a year-over-year increase of 29.5% driven by revenue growth and cost management [1][9] - The company's revenues for the second quarter reached $815.8 million, surpassing estimates by 2.22% and management's guidance, marking a 26% year-over-year growth [2][9] - Zscaler raised its fiscal 2026 revenue guidance to a range of $3.309-$3.322 billion, up from the previous forecast, indicating a projected growth of 23.2% from fiscal 2025 [7] Financial Performance - Non-GAAP gross profit increased by 25.6% year over year to $654 million, with a stable gross margin of 80% [4] - Non-GAAP operating income rose to $181 million from $140.5 million in the previous year, maintaining an operating margin of 22% [5] - The company generated operating cash flow of $204 million and free cash flow of $169 million in the second quarter, with total cash and short-term investments amounting to $3.5 billion [6] Customer Metrics - Zscaler added multiple large customers, ending the quarter with 728 customers generating $1 million or more in annual recurring revenues (ARR) and 3,886 customers with ARR exceeding $100,000 [4] - Remaining Performance Obligations (RPO) reached $6.1 billion, reflecting a 31% year-over-year increase, with current RPO representing approximately 47% of total RPO [3] Future Guidance - For the third quarter of fiscal 2026, Zscaler projects revenues between $834 million and $836 million, indicating a year-over-year growth of 22.5% [10] - Non-GAAP earnings per share for the third quarter are expected to be between $1.00 and $1.01, compared to the Zacks Consensus Estimate of 94 cents [10]

Key Takeaways Ambarella's Q4 EPS of 13 cents and $100.9M in revenues topped estimates with sharp year-over-year growth.AMBA saw 50% YoY growth in IoT revenues and high single-digit growth in the automotive segment.Ambarella projects Q1 FY27 revenues between $97M and $103M, while the consensus mark is pegged at $96.2M.Ambarella, Inc. (AMBA) reported stronger-than-expected fourth-quarter fiscal 2026 results. It reported fourth-quarter non-GAAP earnings of 13 cents per share, which surpassed the Zacks Consensu ...

Core Insights - NVIDIA Corporation (NVDA) reported strong fourth-quarter fiscal 2026 results, with both revenue and earnings exceeding expectations and showing significant year-over-year growth [1][2] Financial Performance - Fourth-quarter non-GAAP earnings reached $1.62 per share, surpassing the Zacks Consensus Estimate by 6.58%, and increased 82% year over year and 25% sequentially [1] - Revenues for the fourth quarter climbed 73% year over year and 20% sequentially to $68.13 billion, beating the consensus mark by 3.9% [2] Segment Analysis - NVIDIA's revenues are categorized into two segments: Graphics and Compute & Networking [3] - The Graphics segment accounted for 9.5% of fourth-quarter revenues, rising 97% year over year and 6% sequentially to $6.48 billion [4] - Compute & Networking represented 90.5% of revenues, with a 71% year-over-year and 21% sequential increase to $61.65 billion [5] Market Platform Performance - Data Center revenues, making up 91.5% of total revenues, surged 75% year over year and 22% sequentially to $62.31 billion, driven by increased shipments of Blackwell GPU computing platforms [6] - Gaming revenues increased 47% year over year but fell 13% sequentially to $3.73 billion, accounting for 5.5% of total revenues [7] - Professional Visualization revenues rose 159% year over year and 74% sequentially to $1.32 billion, while Automotive sales totaled $604 million, up 6% year over year [8] Operating Metrics - Non-GAAP gross margin improved to 75.2%, reflecting a 170 basis point increase year over year [9] - Non-GAAP operating income jumped 81% year over year and 22% sequentially to $46.12 billion, with an operating margin of 67.7% [11] Cash Flow and Balance Sheet - As of January 25, 2026, NVIDIA's cash, cash equivalents, and marketable securities totaled $62.6 billion, up from $60.6 billion [12] - The company generated $36.19 billion in operating cash flow during the fourth quarter and $102.72 billion for fiscal 2026 [13] Future Guidance - For the first quarter of fiscal 2027, NVIDIA anticipates revenues of $78 billion, indicating a year-over-year increase of 77% [14]

Key Takeaways Salesforce's Q4 earnings beat expectations, and revenues rose 12% year over year.CRM saw broad strength across renamed Agentforce segments, led by 37% growth in the 360 Platform.CRM initiates FY27 guidance, projecting up to $46.2B in revenues and higher non-GAAP EPS and cash flow.Salesforce, Inc. (CRM) reported better-than-expected results for the fourth quarter of fiscal 2026. Fourth-quarter non-GAAP earnings were $3.81 per share, which beat the Zacks Consensus Estimate by 25.69%. The bottom ...

Core Insights - Salesforce, Inc. (CRM) is expected to report its fourth-quarter fiscal 2026 earnings on February 25, with a focus on the impact of its investments in artificial intelligence (AI) and cloud products on financial performance [1] Group 1: Financial Performance Expectations - For the fiscal fourth quarter, Salesforce anticipates total revenues between $11.13 billion and $11.23 billion, with a midpoint of $11.18 billion, reflecting an 11.7% increase from the previous year's quarter [6][11] - The company projects non-GAAP earnings per share in the range of $3.02 to $3.04, indicating a 9% increase from the year-ago quarter [9][11] Group 2: Market Position and Growth Drivers - Despite a challenging macro environment, demand for digital tools remains strong, positioning Salesforce well with its subscription-based software and AI features [2] - Salesforce's cloud-based model aligns with the current work environment, making it a strong player in enterprise software [3] - AI is identified as a key growth lever, with analytics and generative AI tools helping clients automate workflows and improve customer targeting [4][5] Group 3: Cost Management and Profitability - Salesforce has focused on improving profitability through cost-cutting measures and operational improvements, allowing for increased earnings despite slower revenue growth [7] - The company's ability to control costs positions it favorably for profit growth, even with potential reductions in deal sizes [8]

Core Insights - NVIDIA Corporation (NVDA) is expected to report strong fourth-quarter fiscal 2026 earnings on February 25, driven by its leadership in artificial intelligence (AI) computing and high-performance datacenter GPUs [1][10] Financial Expectations - Fourth-quarter fiscal 2026 revenues are anticipated to reach approximately $65 billion, reflecting a 66.7% year-over-year increase and a 15% sequential rise [2] - The consensus estimate for fourth-quarter earnings is set at $1.52, indicating a year-over-year surge of 70.8% and a sequential growth of 16.9% [3] Datacenter Growth - NVIDIA's datacenter business has been a significant growth driver, with revenues in the third quarter of fiscal 2026 increasing by 66% year-over-year and 25% sequentially to $51.22 billion [4] - The Zacks Consensus Estimate for datacenter revenues in Q4 is projected at $58.72 billion, representing a 65% year-over-year increase and a 14.6% sequential rise [5] AI Demand and Market Trends - The rise of generative AI is creating a substantial demand for high-performance computing power across various industries, including healthcare, automotive, and manufacturing [7][9] - The global generative AI market is projected to grow to $1,260.15 billion by 2034, with a compound annual growth rate (CAGR) of 29.3% [8] Chip Technology - NVIDIA's latest chip designs, including Hopper, Ampere, and Blackwell, are integral to many AI applications, supporting major tech companies like Microsoft, Amazon, and Google [6]

Key Takeaways Intellia Therapeutics has surged 57.2% in 12 weeks, outperforming the S&P 500's 5.6% rise.Getty Realty jumped 14.5% since Dec. 24 after being upgraded to a Zacks Rank #2.Colgate-Palmolive gained 20.6% in 12 weeks as part of the ECAP portfolio.Last Friday, the three most widely followed benchmark indexes closed a winning week. The Nasdaq Composite, the S&P 500 and the Dow Jones Industrial Average advanced 1.5%, 1.1% and 0.3%, respectively.The rally was driven by improving investor sentiment fol ...

Core Insights - Wall Street is shifting focus from AI tech giants to infrastructure companies that will benefit from AI capital spending as investor enthusiasm for AI heavyweights wanes [1][2] Group 1: Market Performance - Shares in AI tech giants like Alphabet and Amazon have seen significant declines due to concerns over whether returns from their AI investments will justify their high valuations [2] - Infrastructure-related stocks such as Caterpillar, Lumentum, and Western Digital have experienced double-digit gains this year, contrasting with the S&P 500's return of 0.52% and the Roundhill Magnificent 7 ETF's loss of 7.3% [3] Group 2: New Investment Products - ETF providers like BlackRock, VistaShares, and Impax Asset Management are launching new products focused on AI infrastructure, reflecting a growing interest in niche investment opportunities [4] - VistaShares' Artificial Intelligence Supercycle ETF, launched in December 2024, gained 58.4% in 2025 and is up 16.87% this year, indicating strong performance in the AI infrastructure sector [5] Group 3: Fund Allocations - BlackRock's iShares A.I. Innovation and Tech Active ETF has increased its investment in AI infrastructure plays to 74% of its $8.8 billion in assets, up from 59% a year ago, highlighting a strategic pivot towards revenue-generating sectors [7] - The BlackRock fund has attracted $7.9 billion in new capital over the past year, driven by healthy returns from holdings like Fabrinet and Monolithic Power Systems, which have contributed to a 3.2% return this year [8]

With a market cap of $56.9 billion, Monolithic Power Systems, Inc. (MPWR) is a global designer and supplier of semiconductor-based power electronics solutions serving markets such as data centers, automotive, industrial, communications, and consumer electronics across the U.S., Asia, and Europe. It specializes in DC-to-DC and AC-to-DC power management ICs sold through a broad network of distributors, OEMs, and design manufacturers worldwide. Shares of the Kirkland, Washington-based company have surpassed ...