aethir generates $166m annual revenue from 150 enterprise clients paying for gpu compute. trades at $144m market cap. that's 0.87x revenue for a protocol delivering 27.4m compute hours weekly. december unlock dumped $82m worth of ath tokens, price down 69% since. unlocks created the disconnect. enterprises need h200 gpus at $1.50/hour, aws charges $8. revenue grows, token bleeds. ...

Core Insights - ACM Research (NASDAQ: ACMR) is set to release its quarterly earnings on January 22, 2026, with analysts expecting an EPS of $0.39, up from $0.36 in the previous quarter [1][3] - Revenue is projected at approximately $248.4 million, following a previous quarter where ACMR reported $269 million, exceeding expectations [1][3] Financial Health Indicators - The company has a P/E ratio of 28.13, indicating a premium valuation by investors [2][4] - ACMR's debt-to-equity ratio is 0.21, reflecting a manageable level of debt [2][5] - The current ratio stands at 3.48, showcasing the company's ability to meet short-term obligations [2][5] - The price-to-sales (P/S) ratio is 3.77, and the enterprise value to sales ratio is 2.90, providing insights into market valuation relative to sales [4] - The enterprise value to operating cash flow ratio is 57.66, and the earnings yield is 3.56%, indicating profitability from an investment perspective [5]

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Core Insights - Charles Schwab Corporation is set to release its quarterly earnings on January 21, 2026, with Wall Street expecting an earnings per share (EPS) of $1.37 and revenue of approximately $6.37 billion [1][6] Financial Performance - The company's performance is anticipated to be driven by robust trading activity and a significant rise in net interest revenues (NIR), projected to increase by 23.7% year-over-year [2][6] - In the third quarter of 2025, Schwab's earnings exceeded the Zacks Consensus Estimate, supported by a strong asset management business and increased trading revenues [3] - Schwab has a history of earnings surprises, surpassing the Zacks Consensus Estimate in the last four quarters with an average beat of 6.6% [3][6] Valuation Metrics - The company has a price-to-earnings (P/E) ratio of approximately 22.77, a price-to-sales ratio of about 6.94, and an enterprise value to sales ratio around 6.83 [4] - The earnings yield is approximately 4.39%, indicating the return on investment [4] Debt and Liquidity - Schwab's debt-to-equity ratio is 0.56, suggesting a moderate level of debt compared to equity [5] - The current ratio is 0.50, indicating potential challenges in covering short-term liabilities with short-term assets [5]

Company Performance - American Tower (AMT) closed at $181.55, reflecting a +2.29% increase from the previous day, outperforming the S&P 500's daily gain of 0.26% [1] - The stock has decreased by 0.57% over the past month, underperforming compared to the Finance sector's gain of 0.62% and the S&P 500's gain of 1.57% [1] Earnings Expectations - The upcoming earnings report is anticipated to show an EPS of $2.54, representing a 9.48% growth year-over-year [2] - Quarterly revenue is projected to be $2.67 billion, which is a 4.76% increase from the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of $10.67 per share and revenue of $10.57 billion, indicating changes of +1.23% and 0% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for American Tower reflect evolving short-term business trends, with positive revisions indicating analyst optimism [4] - The Zacks Consensus EPS estimate has shifted 0.14% downward over the past month, resulting in a Zacks Rank of 4 (Sell) for American Tower [6] Valuation Metrics - American Tower has a Forward P/E ratio of 15.9, which is higher than the industry average of 11.38, suggesting it is trading at a premium [7] - The PEG ratio for AMT is currently 0.69, compared to the industry average PEG ratio of 2.6 [7] Industry Context - The REIT and Equity Trust - Other industry, part of the Finance sector, holds a Zacks Industry Rank of 105, placing it in the top 43% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Fifth Third Bancorp is expected to report quarterly earnings on January 20, 2026, with an anticipated EPS of $1.01 and revenue of approximately $2.34 billion, reflecting a positive growth outlook in the regional banking sector [1][2]. Financial Performance - The expected EPS of $1.01 indicates a 12.2% increase year-over-year, driven by a projected revenue increase of 7.3% [2][6]. - The company has a strong history of exceeding earnings expectations, with an average earnings surprise of 5.17% over the past two quarters [3][6]. Financial Metrics - Fifth Third Bancorp has a price-to-earnings (P/E) ratio of approximately 13.42, a price-to-sales ratio of about 2.50, and an enterprise value to sales ratio of around 3.75, reflecting the market's valuation of its earnings and revenue [4][6]. - The debt-to-equity ratio stands at approximately 0.90, indicating a balanced use of debt and equity, while the current ratio is around 0.35, showing the company's ability to cover short-term liabilities [5][6].

Core Viewpoint - H.B. Fuller Company reported strong earnings per share (EPS) but fell short on revenue expectations, reflecting mixed financial performance in the fourth quarter of 2025 [2][3]. Financial Performance - The company announced an EPS of $1.28, surpassing the estimated $1.24, and showing a significant increase from the previous year's EPS of $0.92 [2][6]. - Reported revenue was approximately $894.8 million, which was below the estimated $901.3 million, indicating a slight decline in sales [2][6]. - The revenue of $894.8 million represents a 3.1% decline compared to the same period last year; however, when adjusted for the flooring divestiture, net revenue increased by 0.9% year-on-year [3]. Profitability Metrics - The gross margin improved to 31.5%, with an adjusted gross margin of 32.5%, driven by favorable pricing and raw material cost actions [3]. Market Valuation - The company has a price-to-earnings (P/E) ratio of approximately 30.77, indicating how the market values its earnings [4]. - The price-to-sales ratio is nearly 1, suggesting that its market capitalization is roughly equal to its total sales [4]. - The enterprise value to sales ratio stands at about 1.56 [4]. Financial Health - The debt-to-equity ratio is about 1.06, reflecting the company's use of debt financing relative to equity [5][6]. - The current ratio is approximately 1.93, indicating the company's ability to cover short-term liabilities with short-term assets [5][6].

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Core Viewpoint - Goldman Sachs is positioned to report strong quarterly earnings driven by growth in investment banking fees and net interest income, despite rising expenses and the exit from the Apple Card partnership [2][3][4]. Financial Performance - The company is expected to release its quarterly earnings on January 15, 2026, with an estimated earnings per share (EPS) of $11.69 and projected revenue of approximately $14.26 billion [2][6]. - Revenues for the quarter are anticipated to reach $14.54 billion, indicating a robust performance despite a decline in EPS due to increased expenses [2]. Growth Drivers - Investment banking revenues are projected to increase by 27% year-over-year, while net interest income (NII) is expected to grow by 39% year-over-year, showcasing the company's resilience in a competitive market [3]. - The exit from the Apple Card partnership is expected to add 46 cents to its Q4 EPS from reserve releases, although this will be counterbalanced by a reduction in revenues [4][6]. Historical Performance - Goldman Sachs has a strong track record of exceeding earnings expectations, surpassing the Zacks Consensus Estimate in the last four quarters with an average earnings surprise of 21.28% [5]. - The company's financial metrics include a P/E ratio of 17.42 and a price-to-sales ratio of 2.31, reflecting its market valuation [5]. Financial Leverage - The debt-to-equity ratio of 5.36 indicates significant financial leverage, which is a point of consideration for investors [5].

Company Overview - Intercontinental Exchange, Inc. (ICE) is a leading financial services company that operates global financial exchanges, clearing houses, and associated technology and data services, with a market cap of $94.7 billion [1] Earnings Expectations - ICE is set to announce its Q4 2025 earnings report on February 5, with analysts expecting an EPS of $1.68, reflecting a 10.5% increase from $1.52 in the same quarter last year [2] - For the full fiscal year 2025, ICE is projected to report an EPS of $6.93, which is a 14.2% increase from $6.07 in 2024, and an EPS of $7.53 is expected for fiscal 2026, indicating an 8.7% year-over-year growth [3] Recent Performance - In Q3 2025, ICE reported net revenues of approximately $2.4 billion, marking a 3% year-over-year increase, while adjusted EPS was $1.71, about 10% higher than Q3 2024 [5] - Following the Q3 earnings release, ICE's stock experienced a decline of 1.4% on October 30 and 1.5% on October 31, as investors reacted to a slight revenue miss despite the EPS beat [5] Analyst Ratings - Analysts maintain a consensus "Strong Buy" rating for ICE, with 12 out of 16 analysts recommending a "Strong Buy," one suggesting a "Moderate Buy," and three advising a "Hold" [6] - The mean price target for ICE is $191.53, indicating a potential upside of 15.2% from current price levels [6] Stock Performance - Over the past 52 weeks, ICE's stock has gained 15%, compared to a 14% increase in the Financial Select Sector SPDR Fund (XLF) and a 19.2% return in the S&P 500 Index [4]