Core Insights - The Baldwin Insurance Group reported revenue of $347.28 million for Q4 2025, a 5.3% year-over-year increase, with an EPS of $0.31 compared to $0.27 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $354.34 million, resulting in a surprise of -1.99%, while the EPS exceeded expectations by 7.83% [1] Financial Performance Metrics - Organic revenue growth was 3%, below the two-analyst average estimate of 4.2% [4] - Commissions and fees revenue was $344.58 million, compared to the average estimate of $351.21 million, reflecting a year-over-year increase of 5.5% [4] - Investment income was reported at $2.7 million, slightly below the estimated $2.71 million, marking a 15.4% decrease year-over-year [4] - Corporate and Other revenues were -$16.93 million, better than the estimated -$17.65 million, but showed an 18.9% decline from the previous year [4] - Underwriting, Capacity & Technology Solutions revenue was $129.5 million, compared to the estimate of $132.18 million, with a year-over-year increase of 10.9% [4] - Mainstreet Insurance Solutions revenue was $76.84 million, in line with the estimate of $76.83 million, reflecting a 6.9% year-over-year increase [4] - Insurance Advisory Solutions revenue was $157.87 million, below the average estimate of $164.49 million, showing a significant year-over-year decline of 68.6% [4] Stock Performance - Shares of The Baldwin Insurance Group have decreased by 25.8% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

It has been about a month since the last earnings report for F5 Networks (FFIV) . Shares have lost about 4.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is F5 due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for F5, Inc. before we dive into how investors and analysts have reacted as of late.F5 ...

Core Insights - Nvidia reported a revenue of $68.13 billion for the quarter ended January 2026, marking a year-over-year increase of 73.2% and exceeding the Zacks Consensus Estimate by 4.14% [1] - The earnings per share (EPS) for the same period was $1.62, compared to $0.89 a year ago, representing a surprise of 6.71% over the consensus estimate of $1.52 [1] Revenue Performance by Segment - Data Center revenue reached $62.31 billion, surpassing the estimated $58.72 billion, with a year-over-year increase of 75.1% [4] - OEM and Other revenue was reported at $161 million, slightly below the estimated $174.4 million, but still showing a 27.8% increase year-over-year [4] - Automotive revenue was $604 million, compared to the average estimate of $662.65 million, reflecting a 6% year-over-year growth [4] - Professional Visualization revenue was $1.32 billion, significantly exceeding the estimated $757.59 million, with a remarkable year-over-year increase of 158.5% [4] - Gaming revenue was reported at $3.73 billion, below the estimated $4.26 billion, but still showing a 46.5% increase year-over-year [4] - Compute & Networking revenue reached $61.65 billion, surpassing the estimated $59.03 billion, with a year-over-year increase of 71.1% [4] - Data Center-Compute revenue was $51.33 billion, slightly above the estimated $51.06 billion, with a year-over-year growth of 57.7% [4] - Graphics revenue was reported at $6.48 billion, exceeding the estimated $6.27 billion, with a year-over-year increase of 96.5% [4] - Data Center-Networking revenue was $10.98 billion, significantly above the estimated $9 billion, reflecting a year-over-year increase of 263.1% [4] Stock Performance - Nvidia shares have returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change, and currently hold a Zacks Rank 1 (Strong Buy) indicating potential for further outperformance in the near term [3]

Barrett Business Services (BBSI) reported $2.4 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.4%. EPS of $0.64 for the same period compares to $0.63 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.42 billion, representing a surprise of -1.08%. The company delivered an EPS surprise of -0.39%, with the consensus EPS estimate being $0.64.While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...

Snowflake Inc. (SNOW) reported $1.28 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 30.1%. EPS of $0.32 for the same period compares to $0.30 a year ago.The reported revenue represents a surprise of +2.42% over the Zacks Consensus Estimate of $1.25 billion. With the consensus EPS estimate being $0.27, the EPS surprise was +19.18%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

For the quarter ended December 2025, Williams Companies, Inc. (The) (WMB) reported revenue of $3.2 billion, up 16.6% over the same period last year. EPS came in at $0.55, compared to $0.47 in the year-ago quarter.The reported revenue represents a surprise of +1.8% over the Zacks Consensus Estimate of $3.14 billion. With the consensus EPS estimate being $0.58, the EPS surprise was -4.99%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare t ...

Resideo Technologies (REZI) reported $1.9 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 2%. EPS of $0.50 for the same period compares to $0.59 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.87 billion, representing a surprise of +1.18%. The company delivered an EPS surprise of +7.53%, with the consensus EPS estimate being $0.47.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Financial Performance - Ryman Hospitality Properties reported revenue of $737.81 million for the quarter ended December 2025, marking a year-over-year increase of 13.9% [1] - The earnings per share (EPS) for the same period was $2.38, compared to $1.13 a year ago, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $721.35 million by 2.28%, while the EPS surpassed the consensus estimate of $2.22 by 7.12% [1] Key Metrics - Total Revenue per Available Room (RevPAR) in the hospitality segment was $552.34, slightly above the average estimate of $550.06 from two analysts [4] - Entertainment revenues reached $109.53 million, exceeding the estimated $109.05 million by four analysts, reflecting an 11.6% increase compared to the previous year [4] - Hospitality revenues amounted to $628.28 million, surpassing the four-analyst average estimate of $614.63 million, with a year-over-year change of 14.4% [4] - Net Earnings Per Share (Diluted) was reported at $1.11, slightly above the estimated $1.10 from two analysts [4] Stock Performance - Ryman Hospitality Properties' shares have returned +9.8% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Capital One Financial has seen significant institutional interest, with hedge funds acquiring new stakes in the company during the second quarter, indicating strong confidence in its future performance [1] - The stock price of Capital One Financial has increased by 1.6%, with a current market cap of $132.46 billion and a price-to-earnings ratio of 70.39, reflecting a high valuation relative to earnings [2] - The company reported quarterly earnings of $3.86 EPS, which was below the consensus estimate of $4.14, but revenue increased by 53.3% year-over-year, showcasing strong growth despite the earnings miss [3] - A quarterly dividend of $0.80 per share has been announced, representing an annualized dividend of $3.20 and a yield of 1.5%, although the dividend payout ratio is notably high at 108.11% [4] - Insider trading activity has been observed, with significant sales by executives, indicating potential concerns about stock valuation or personal financial strategies [5] - Analysts have mixed views on the stock, with some downgrading their ratings while others maintain a "buy" rating, reflecting a range of opinions on the stock's future performance [6][8] Financial Metrics - The stock opened at $208.36, with a twelve-month low of $143.22 and a high of $259.64, indicating volatility in its price [2] - The company has a current ratio and quick ratio of 1.04, and a debt-to-equity ratio of 0.44, suggesting a stable liquidity position and manageable debt levels [2] - Analysts project an EPS of 15.65 for the current year, indicating expectations for continued earnings growth [3] Company Overview - Capital One Financial Corporation is a diversified bank holding company based in McLean, Virginia, focusing on credit card lending, consumer and commercial banking, and auto finance [8] - The company offers a variety of products, including credit and charge cards, checking and savings accounts, auto loans, and commercial lending solutions [9]

Western Union stock is feeling bearish pressure. Why is WU stock dropping?Earnings Beat, But Revenue MissesWestern Union posted fourth‑quarter earnings of 45 cents per share, topping analyst estimates of 43 cents and improving 12.5% from 40 cents a year ago. However, revenue came in at $1.008 billion, missing the $1.045 billion consensus and falling 4.73% year‑over‑year. The company is projecting GAAP sales of $4.254 billion to $4.375 billion and adjusted sales of $4.237 billion to $4.357 billion — above th ...