We recently published 10 Stocks Jim Cramer Talked About. Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer discussed. Walmart Inc. (NYSE:WMT) factored into the discussion due to two reasons: its earnings report and the decision to transfer its listing to the NASDAQ stock exchange. Cramer had plenty to say about both developments. Walmart Inc. (NYSE:WMT)'s fiscal third-quarter earnings report saw the firm post $179.5 billion in revenue and $0.62 in adjusted earnings per share to beat analyst estimate ...

Core Viewpoint - Raymond James Financial, Inc. reported strong earnings for Q4 fiscal 2025, with adjusted earnings per share of $3.11, surpassing estimates and reflecting a 5% year-over-year increase [3][5]. Financial Performance - The company achieved record quarterly net revenues of $3.73 billion, an 8% increase year-over-year, exceeding the Zacks Consensus Estimate of $3.60 billion [6]. - For fiscal 2025, net revenues reached $14.07 billion, up 10% year-over-year, also beating the Zacks Consensus Estimate of $13.94 billion [6]. - Net income available to common shareholders for Q4 was $603 million, or $2.95 per share, compared to $601 million, or $2.86 per share, in the prior-year quarter [4]. Revenue Segmentation - The Private Client Group saw a 7% year-over-year growth in net revenues, while Asset Management's net revenues rose by 14% and Capital Markets increased by 6% [7]. - The Bank segment recorded a 6% rise in net revenues, but the "Others" category experienced a significant decline of 57% [7]. Expense Analysis - Non-interest expenses increased by 11% year-over-year to $3 billion, driven by rising costs across all components except for bank loan provisions for credit losses [8]. Asset Management - As of September 30, 2025, client assets under administration reached a record $1.73 trillion, up 10% from the previous year, while financial assets under management grew by 12% to $274.9 billion [9]. Balance Sheet Strength - Total assets stood at $88.2 billion, a 4% increase from the prior quarter, with total common equity at $12.4 billion, up 2% sequentially [10]. - The book value per share increased to $62.72 from $57.03 a year ago [10]. Share Repurchase Activity - In the reported quarter, the company repurchased shares worth $350 million at an average price of $166 per share [12]. Future Outlook - The company anticipates a 6.5% sequential increase in asset management and related administrative fees for the first quarter of fiscal 2026 [13]. - Management expects the aggregate of net interest income and third-party fees to remain stable in the upcoming quarter, despite the impact of the September Fed rate cut [14]. - The effective tax rate for fiscal 2026 is estimated to be around 24-25% [15]. Market Position - Raymond James Financial has a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return in the coming months [18].

Core Viewpoint - Texas Capital Bancshares reported strong third-quarter earnings, surpassing expectations and showing significant year-over-year improvements in net income and revenues, driven by increased net interest income and a decline in expenses [2][3][4]. Financial Performance - Earnings per share for Q3 2025 reached $2.18, exceeding the Zacks Consensus Estimate of $1.77 and up from $1.59 in the same quarter last year [2]. - Net income available to common shareholders was a record $100.9 million, compared to a net loss of $65.6 million in the prior-year quarter [3]. - Total quarterly revenues increased by 11.6% year over year to $340.4 million, surpassing the Zacks Consensus Estimate by 4.7% [4]. Revenue Breakdown - Net interest income (NII) was $271.8 million, reflecting a 13.2% year-over-year increase, primarily due to higher average earning assets and lower funding costs [4]. - Non-interest income rose by 5.8% year over year to $68.6 million, driven by increased service charges and trading income [5]. Expense Management - Non-interest expenses decreased by 2.4% year over year to $190.6 million, attributed to reductions in salaries, occupancy, and marketing expenses [6]. Loan and Deposit Growth - Total average loans held for investment increased by 1.1% sequentially to $24.2 billion, while total deposits rose by 5.5% sequentially to $27.5 billion [7]. Credit Quality - Total non-performing assets increased by 8% to $96.1 million from the prior-year quarter, with provisions for credit losses declining by 20% to $12 million [8]. Capital Ratios - Tangible common equity to total tangible assets improved to 10.3% from 9.7% in the year-ago quarter [9]. - The leverage ratio was 11.9%, up from 11.4% a year earlier, and the common equity tier one ratio rose to 12.1% from 11.2% [10]. Future Outlook - The company anticipates low-double-digit percentage growth in total adjusted revenues for 2025, with adjusted non-interest revenues expected to be $270 million [11]. - Management expects fee income to range between $230-$235 million in 2025, with a significant contribution from investment banking [11][13]. - The bank aims to increase non-interest income's contribution to total revenues from 11% in 2020 to 15-20% by 2025 [14]. Industry Comparison - Texas Capital operates within the Zacks Banks - Southwest industry, where BOK Financial reported revenues of $548.35 million, reflecting a year-over-year increase of 6.2% [21].

Core Viewpoint - Teledyne Technologies reported strong Q3 earnings, surpassing estimates, but the stock has underperformed the S&P 500 in the past month, raising questions about future performance [1][2]. Financial Performance - Adjusted earnings for Q3 2025 were $5.57 per share, exceeding the Zacks Consensus Estimate of $5.50 by 1.3% and improving 7.8% from $5.10 in the previous year [2]. - Total sales reached $1.54 billion, beating the Zacks Consensus Estimate of $1.52 billion by 1% and increasing 6.7% from $1.44 billion year-over-year [4]. Segment Performance - Instrumentation segment sales rose 3.9% year-over-year to $363.6 million, with adjusted operating income increasing 2.3% to $102.1 million [5]. - Digital Imaging sales increased 2.2% to $785.4 million, but adjusted operating income declined 2% to $170.2 million [6]. - Aerospace and Defense Electronics saw a significant sales increase of 37.6% to $275.5 million, with adjusted operating income rising 36.8% to $77.3 million [7]. - Engineered Systems revenues fell 8.1% to $115 million, with operating income decreasing 5.4% to $12.2 million [7]. Financial Condition - Cash and cash equivalents were $528.6 million as of September 28, 2025, down from $649.8 million at the end of 2024 [8]. - Long-term debt decreased to $2.08 billion from $2.65 billion over the same period [8]. - Operating cash flow totaled $343.1 million, up from $249.8 million year-over-year, with free cash flow increasing to $313.9 million from $228.7 million [9]. Guidance - For Q4 2025, Teledyne expects adjusted earnings between $5.73 and $5.88 per share, while the Zacks Consensus Estimate is $5.90 [10]. - For the full year 2025, the company anticipates adjusted earnings in the range of $21.45 to $21.60 per share, with the Zacks Consensus Estimate at $21.48 [10]. Market Sentiment - Estimates for Teledyne have trended downward over the past month, indicating a potential shift in market sentiment [11]. - The company currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13].

It has been about a month since the last earnings report for Tesla (TSLA) . Shares have lost about 12% 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 Tesla 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 drivers for Tesla, Inc. before we dive into how investors and analysts have reacted as of late.Tesla ...

A month has gone by since the last earnings report for CME Group (CME) . Shares have added about 2.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is CME due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for CME Group Inc. before we dive into how investors and analysts have reacted as of late.CM ...

Core Insights - UGI Corporation reported a narrower fourth-quarter fiscal 2025 operating loss of 23 cents per share, better than the Zacks Consensus Estimate of a loss of 44 cents, and an improvement from a loss of 16 cents in the same quarter last year [1] - The company’s GAAP loss per share for the fourth quarter was 6 cents, compared to a loss of $1.27 in the year-ago quarter [1] - Adjusted earnings for fiscal 2025 were $3.32 per share, reflecting an 8.5% increase from $3.06 in fiscal 2024 [1] Revenue Performance - UGI's total revenues for the fourth quarter were $1.20 billion, missing the Zacks Consensus Estimate of $1.72 billion by 30.5%, and decreased 3.6% from $1.24 billion in the year-ago quarter [2] - For fiscal 2025, total revenues reached $7.29 billion, a slight increase of 1.1% from $7.21 billion in fiscal 2024 [2] Investment and Expenses - The company invested $882 million in fiscal 2025, with 80% allocated to the natural gas business, primarily in regulated utilities [3] - Interest expenses rose to $106 million from $98 million in the year-ago quarter [3] - Earnings before interest expense and income tax for the fourth quarter were $19 million, a significant improvement from a loss of $256 million in the previous year [3] Segment Performance - AmeriGas Propane reported operating income before interest expense and income taxes of $166 million in fiscal 2025, up 16.9% from the previous year [4] - UGI International's EBIT was $314 million, down 2.8% from the year-ago level [4] - Midstream & Marketing's EBIT declined 6.4% to $293 million [4] - UGI Utilities reported EBIT of $403 million, a slight increase of 0.8% from the previous year [4] Future Guidance - UGI anticipates adjusted earnings for fiscal 2026 to be in the range of $2.90-$3.15 per share, with the Zacks Consensus Estimate at $3.21 [5] - The company plans to invest between $1 billion and $1.1 billion in fiscal 2026 to strengthen operations [5] - UGI expects a long-term earnings growth rate of 5-7% and plans to invest $4.5 billion to $4.9 billion during fiscal 2026-2029 [5][6]

Symbotic Inc. (NYSE:SYM) will release earnings results for the fourth quarter, after the closing bell on Monday, Nov. 24.Analysts expect the Wilmington, Massachusetts-based company to report quarterly earnings of 8 cents per share, down from 47 cents per share in the year-ago period. The consensus estimate for Symbiotic’s quarterly revenue is $604 million. Benzinga Pro data shows $576.77 million in quarterly revenue a year ago.On Aug. 6, Symbiotic reported a third-quarter EPS miss and issued fourth-quarter ...

Core Insights - Post Holdings reported revenue of $2.25 billion for the quarter ended September 2025, reflecting an 11.8% increase year-over-year and matching the Zacks Consensus Estimate, with an EPS of $2.09 compared to $1.53 in the previous year [1] - The company achieved an EPS surprise of +8.85%, exceeding the consensus estimate of $1.92 [1] Revenue Performance - Net Sales for Weetabix reached $145 million, surpassing the average estimate of $141.04 million, marking a year-over-year increase of +3.6% [4] - Net Sales for Post Consumer Brands were $1.16 billion, below the estimated $1.24 billion, but still showing a +10.6% change compared to the previous year [4] - Foodservice net sales amounted to $718 million, exceeding the average estimate of $637.73 million, with a year-over-year increase of +20.5% [4] - Refrigerated Retail net sales were $228.2 million, slightly below the estimated $232.5 million, reflecting a +0.8% change year-over-year [4] EBITDA Analysis - Adjusted EBITDA for Post Consumer Brands was $208 million, lower than the average estimate of $227.48 million [4] - Weetabix's Adjusted EBITDA was $32.6 million, slightly below the estimate of $33.75 million [4] - Foodservice Adjusted EBITDA reached $161.1 million, significantly above the estimated $127.83 million [4] - Corporate/Other Adjusted EBITDA was reported at -$21.9 million, better than the average estimate of -$23.67 million [4] - Refrigerated Retail Adjusted EBITDA was $45.6 million, exceeding the estimate of $36.63 million [4] Stock Performance - Over the past month, shares of Post Holdings have returned -1.8%, compared to a -0.3% change in the Zacks S&P 500 composite [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 - Veeva Systems reported a revenue of $811.24 million for the quarter ended October 2025, reflecting a 16% increase year-over-year and surpassing the Zacks Consensus Estimate of $791.88 million by 2.44% [1] - The company's EPS for the quarter was $2.04, up from $1.75 in the same quarter last year, exceeding the consensus EPS estimate of $1.95 by 4.62% [1] Revenue Breakdown - Subscription services revenue reached $682.5 million, exceeding the average estimate of $671.02 million, with a year-over-year growth of 17.5% [4] - Professional services and other revenue totaled $128.74 million, surpassing the average estimate of $120.86 million, marking an 8.8% increase year-over-year [4] - Veeva R&D Solutions generated $81.28 million in revenue, exceeding the average estimate of $74.66 million, representing a 12.1% year-over-year increase [4] - Subscription services from Veeva R&D Solutions amounted to $364.85 million, above the average estimate of $361.28 million, with a year-over-year growth of 20.6% [4] - Veeva Commercial Solutions' subscription services revenue was $317.65 million, exceeding the average estimate of $309.72 million, reflecting a 14.1% increase year-over-year [4] - Professional services and other revenue from Veeva Commercial Solutions reached $47.46 million, surpassing the average estimate of $46.26 million, with a year-over-year change of 3.5% [4] Margin Analysis - Non-GAAP Gross Margin for Professional services and other was reported at 29.8%, below the average estimate of 31.8% [4] - Non-GAAP Gross Margin for Subscription services was 86.6%, slightly above the average estimate of 85.9% [4] Stock Performance - Veeva's shares have returned -5.8% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]