For the quarter ended October 2025, Palo Alto Networks (PANW) reported revenue of $2.47 billion, up 15.7% over the same period last year. EPS came in at $0.93, compared to $0.78 in the year-ago quarter.The reported revenue represents a surprise of +0.52% over the Zacks Consensus Estimate of $2.46 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +4.49%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Core Insights - NerdWallet, Inc. reported revenue of $215.1 million for the quarter ended September 2025, reflecting a year-over-year increase of 12.4% [1] - The earnings per share (EPS) for the quarter was $0.34, a significant improvement from $0 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $193.1 million by 11.4%, while the EPS surpassed the consensus estimate of $0.20 by 70% [1] Revenue Breakdown - Revenue from Insurance was $70.9 million, exceeding the average analyst estimate of $64.82 million [4] - Revenue from Credit Cards was $34.1 million, slightly below the average estimate of $35.18 million [4] - Revenue from Emerging Verticals reached $46.9 million, significantly higher than the estimated $36.45 million [4] - Revenue from Loans was $39.6 million, surpassing the average estimate of $29.52 million [4] - Revenue from SMB Products was $23.6 million, falling short of the estimated $27 million [4] Stock Performance - Over the past month, shares of NerdWallet, Inc. have returned +13.8%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - American Healthcare REIT (AHR) reported revenue of $572.94 million for Q3 2025, a 9.4% increase year-over-year, with an EPS of $0.44 compared to -$0.03 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $565.26 million by 1.36%, and the EPS also surpassed the consensus estimate of $0.42 by 4.76% [1] Revenue Breakdown - Resident fees and services generated $532.06 million, slightly below the two-analyst average estimate of $535.68 million, reflecting an 11.6% year-over-year increase [4] - Real estate revenue was reported at $40.88 million, exceeding the average estimate of $39.47 million, but showing a 13% decline year-over-year [4] Stock Performance - Over the past month, shares of American Healthcare REIT have returned +17.2%, significantly outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Cummins reported revenue of $8.32 billion for the quarter ended September 2025, a decrease of 1.6% year-over-year, but exceeded the Zacks Consensus Estimate by 3.24% [1] - The earnings per share (EPS) was $5.59, slightly down from $5.60 in the same quarter last year, but surpassed the consensus estimate of $4.73 by 18.18% [1] Financial Performance Metrics - Unit shipments for light-duty engines were 49,600, significantly higher than the average estimate of 32,719 [4] - Heavy-duty engine unit shipments were 22,400, below the average estimate of 28,236 [4] - Medium-duty engine unit shipments totaled 63,100, slightly below the average estimate of 66,038 [4] - Total engine unit shipments reached 135,100, exceeding the average estimate of 126,992 [4] - Net sales for Power Systems were $2 billion, surpassing the estimate of $1.9 billion and reflecting an 18.3% increase year-over-year [4] - Net sales for Engine were $2.61 billion, slightly above the estimate of $2.5 billion, but represented a 10.6% decrease year-over-year [4] - Net sales for Components were $2.33 billion, in line with the estimate of $2.32 billion, showing a 14.5% decline year-over-year [4] - Distribution net sales were $3.17 billion, exceeding the estimate of $3.06 billion, with a year-over-year increase of 7.5% [4] - Accelera net sales were $121 million, above the estimate of $115.38 million, marking a 10% year-over-year increase [4] - Off-highway engine net sales were $466 million, surpassing the estimate of $418.45 million, with a 9.9% year-over-year increase [4] - Medium-duty truck and bus engine net sales were $784 million, below the estimate of $905.6 million, reflecting a 26.9% year-over-year decline [4] Stock Performance - Cummins shares returned +0.7% over the past month, compared to the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - OPKO Health reported revenue of $151.7 million for the quarter ended September 2025, a decrease of 12.6% year-over-year, and EPS remained unchanged at $0.03 compared to the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $157.11 million, resulting in a surprise of -3.44%, while the EPS exceeded expectations with a surprise of +250% against a consensus estimate of -$0.02 [1] Revenue Breakdown - Revenue from services was $95.2 million, below the average estimate of $96.86 million, reflecting a year-over-year decline of 21.5% [4] - Revenue from the transfer of intellectual property and other sources reached $18.8 million, slightly above the estimated $18.46 million, marking a significant increase of 42.4% year-over-year [4] - Revenue from products totaled $37.7 million, which was lower than the average estimate of $41.79 million, indicating a year-over-year decrease of 3.6% [4] Stock Performance - Over the past month, OPKO Health's shares have returned -7.1%, contrasting with the Zacks S&P 500 composite's increase of +3.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

For the quarter ended September 2025, BCB Bancorp (BCBP) reported revenue of $26.46 million, up 1.1% over the same period last year. EPS came in at $0.22, compared to $0.36 in the year-ago quarter.The reported revenue represents a surprise of +3.02% over the Zacks Consensus Estimate of $25.68 million. With the consensus EPS estimate being $0.21, the EPS surprise was +4.76%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Core Insights - Glacier Bancorp reported a revenue of $260.73 million for the quarter ended September 2025, reflecting a year-over-year increase of 21.3% and a surprise of +1.43% over the Zacks Consensus Estimate of $257.05 million [1] - The earnings per share (EPS) for the quarter was $0.62, compared to $0.45 in the same quarter last year, with an EPS surprise of +1.64% against the consensus estimate of $0.61 [1] Financial Performance Metrics - Efficiency Ratio stood at 62.1%, slightly above the average estimate of 61.4% based on three analysts [4] - Net interest margin (tax-equivalent) was reported at 3.4%, matching the average estimate of 3.4% [4] - Net charge-offs as a percentage of total loans were 0%, better than the average estimate of 0.1% [4] - Non-accrual loans amounted to $45.45 million, exceeding the average estimate of $39.57 million [4] - Total non-performing assets reached $54.31 million, higher than the average estimate of $47.99 million [4] - Average balances of total earning assets were $26.82 billion, slightly below the average estimate of $26.86 billion [4] - Total non-interest income was $35.35 million, surpassing the average estimate of $34.36 million [4] - Net interest income was reported at $225.38 million, exceeding the average estimate of $222.42 million [4] - Gain on sale of loans was $5.03 million, slightly below the average estimate of $5.16 million [4] - Net interest income (tax-equivalent) was $228.84 million, above the average estimate of $227.81 million [4] Stock Performance - Shares of Glacier Bancorp have returned -0.4% over the past month, while the Zacks S&P 500 composite has changed by +0.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - UMH Properties reported a revenue increase of 10.5% year-over-year for Q2 2025, with earnings per share (EPS) showing significant improvement compared to the previous year, although it fell short of consensus estimates [1]. Financial Performance - Revenue for the quarter was $66.64 million, exceeding the Zacks Consensus Estimate of $66.16 million by 0.74% [1]. - EPS for the quarter was $0.23, a notable increase from $0.01 in the same quarter last year, but below the consensus estimate of $0.25, resulting in an EPS surprise of -8% [1]. - Sales of Manufactured Homes reached $10.48 million, surpassing the two-analyst average estimate of $10.17 million, reflecting an 18.6% year-over-year increase [4]. - Rental and Related Income was reported at $56.17 million, slightly above the estimated $55.99 million, marking a 9.1% increase compared to the previous year [4]. - Diluted Net Income Per Share was $0.03, which was lower than the estimated $0.04 by three analysts [4]. Stock Performance - Over the past month, UMH shares have returned -2.4%, contrasting with a +0.5% change 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].

Financial Performance - For the quarter ended June 2025, PSEG reported revenue of $2.81 billion, up 15.8% year-over-year, and EPS of $0.77, compared to $0.63 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.34 billion, representing a surprise of +19.62%, while the EPS surprise was +8.45% against a consensus estimate of $0.71 [1] Key Metrics - PSEG's shares returned +9.5% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - Gas sold and transported totaled 702.00 MDth, exceeding the average estimate of 542.52 MDth [4] - Electric sales were reported at 9,455.00 KWH, below the estimated 10,225.33 KWH [4] - Revenue from PSE&G was $2.03 billion, surpassing the estimated $1.97 billion, reflecting a +9% change year-over-year [4] - Revenue from PSEG Power & Other was $920 million, significantly higher than the estimated $453.29 million, marking a +34.5% year-over-year change [4] - Operating income for Power & Other was $325 million, compared to the average estimate of $72.68 million [4]

Core Insights - Preferred Bank (PFBC) reported revenue of $70.65 million for the quarter ended June 2025, marking a year-over-year increase of 1.6% and exceeding the Zacks Consensus Estimate of $70.15 million by +0.71% [1] - The earnings per share (EPS) for the same period was $2.52, compared to $2.48 a year ago, with an EPS surprise of +3.7% against the consensus estimate of $2.43 [1] Financial Performance Metrics - Efficiency Ratio was reported at 31.8%, slightly higher than the estimated 31.3% by analysts [4] - Net Interest Margin stood at 3.9%, surpassing the average estimate of 3.8% [4] - Net charge-offs to average loans were 0%, significantly better than the estimated 0.3% [4] - Average Interest-Earning Assets were reported at $6.98 billion, matching the estimate [4] - Total noninterest income was $3.77 million, slightly above the estimated $3.73 million [4] - Net interest income before provision for credit losses was $66.87 million, exceeding the average estimate of $66.39 million [4] Stock Performance - Shares of Preferred Bank have returned +13.8% over the past month, outperforming the Zacks S&P 500 composite's +5.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]