Core Insights - USA Compression Partners (USAC) reported a revenue of $250.26 million for the quarter ended September 2025, reflecting a 4.3% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $0.26, up from $0.13 in the same quarter last year, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $247.33 million by 1.19%, while the EPS surpassed the consensus estimate of $0.22 by 18.18% [1] Financial Performance - Revenue-generating horsepower at period end was 3.56 billion, matching the average estimate from two analysts [4] - The average revenue-generating horsepower was reported at 3.55 billion, slightly below the two-analyst average estimate of 3.59 billion [4] - Parts and service revenues were $5.37 million, which fell short of the estimated $7.03 million by two analysts, representing a 6.7% decline compared to the year-ago quarter [4] Stock Performance - Over the past month, shares of USA Compression have returned -7.7%, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance against the broader market in the near term [3]

Core Insights - Postal Realty Trust (PSTL) reported a revenue of $24.33 million for the quarter ended September 2025, marking a year-over-year increase of 23.7% and exceeding the Zacks Consensus Estimate by 0.8% [1] - The earnings per share (EPS) for the same period was $0.33, compared to $0.03 a year ago, representing a surprise of 6.45% over the consensus estimate of $0.31 [1] Revenue Breakdown - Rental income was reported at $23.69 million, surpassing the three-analyst average estimate of $23.43 million, with a year-over-year change of 26.2% [4] - Fee and other revenues were $0.63 million, slightly below the estimated $0.7 million, reflecting a year-over-year decline of 29.2% [4] Stock Performance - Over the past month, shares of Postal Realty Trust have returned -1%, while the Zacks S&P 500 composite has increased by 2.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Douglas Emmett (DEI) reported revenue of $250.58 million for the quarter ended September 2025, reflecting a slight decline of 0.1% year-over-year, while EPS increased to $0.34 from $0.03 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $249.92 million by 0.27%, but the EPS met the consensus estimate without delivering a surprise [1] Revenue Breakdown - Total multifamily revenues were reported at $49.52 million, slightly below the two-analyst average estimate of $49.57 million, showing a year-over-year increase of 3% [4] - Total office revenues reached $201.06 million, surpassing the two-analyst average estimate of $200.32 million, but reflecting a year-over-year decline of 0.8% [4] Stock Performance - Over the past month, shares of Douglas Emmett have decreased by 15.1%, contrasting with a 2.1% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Cadre Holdings, Inc. reported revenue of $155.87 million for the quarter ended September 2025, marking a year-over-year increase of 42.5% [1] - The company's EPS for the same period was $0.27, compared to $0.09 a year ago, indicating significant growth [1] - Revenue fell short of the Zacks Consensus Estimate of $159.64 million, resulting in a surprise of -2.36%, while the EPS exceeded the consensus estimate of $0.26 by 3.85% [1] Financial Performance Metrics - Net sales for products were reported at $138.79 million, below the average estimate of $142.34 million from three analysts [4] - Net sales for reconciling items were -$9.4 million, compared to the average estimate of -$8.28 million from three analysts [4] - Net sales for distribution reached $26.48 million, slightly above the average estimate of $25.61 million from three analysts [4] Stock Performance - Shares of Cadre Holdings, Inc. have returned +13.2% over the past month, outperforming the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Integral Ad Science (IAS) reported a revenue of $154.36 million for Q3 2025, marking a year-over-year increase of 15.6% [1] - The earnings per share (EPS) for the same period was $0.07, down from $0.10 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $149.4 million by 3.32%, while the EPS fell short of the consensus estimate of $0.09 by 22.22% [1] Revenue Breakdown - Optimization revenue reached $73.7 million, surpassing the estimated $69.96 million, reflecting a year-over-year increase of 20.6% [4] - Publisher revenue was reported at $23.5 million, exceeding the average estimate of $21.97 million, with a year-over-year growth of 20.5% [4] - Measurement revenue stood at $57.1 million, slightly below the average estimate of $57.23 million, but still showing a year-over-year increase of 7.9% [4] Stock Performance - Over the past month, shares of Integral Ad Science have returned +0.2%, compared to a +2.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Delta Air Lines, Inc. (DAL) has a market capitalization of $38.4 billion and provides scheduled air transportation for passengers and cargo [1] Performance Overview - DAL shares have underperformed the broader market, declining 2.3% over the past year, while the S&P 500 Index has increased by 17.4% [2] - In 2025, DAL stock is down 5.6%, contrasting with the S&P 500's 16% gains year-to-date [2] - Compared to the U.S. Global Jets ETF (JETS), DAL's underperformance is less pronounced, as JETS has gained about 5.1% over the past year [3] Financial Results - On October 9, DAL reported Q3 results with revenue of $16.7 billion, exceeding consensus estimates by 3.8% [4] - The company's EPS was $2.17, surpassing consensus estimates by 39.8% [4] - For the current fiscal year ending in December, analysts expect DAL's EPS to decline by 2.1% to $6.03 on a diluted basis [4] - DAL has consistently beaten consensus estimates in each of the last four quarters [4] Analyst Ratings - Among 20 analysts covering DAL, the consensus rating is a "Strong Buy," with 18 "Strong Buy" ratings, one "Moderate Buy," and one "Hold" [5] - The configuration has improved from a month ago, with 17 analysts suggesting a "Strong Buy" [6] - Freedom Capital maintained a "Buy" rating on DAL and raised the price target to $69, indicating a potential upside of 20.8% from current levels [6] - The mean price target of $73.58 represents a 28.8% premium to DAL's current price, while the highest price target of $90 suggests an upside potential of 57.6% [6]

Strategy announces Q3 2025 results & reaffirms 2025 guidance.Q3 results: $3.9B Operating Income, $2.8B Net Income, $8.42 Diluted EPSFY2025 guidance: $34B Operating Income, $20B BTC $ Gain https://t.co/lNR3FetIao ...

Core Insights - Bandwidth reported revenue of $191.9 million for the quarter ended September 2025, a decrease of 1% year-over-year, with EPS at $0.36 compared to $0.43 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $189.9 million by 1.05%, while the EPS fell short of the consensus estimate of $0.38 by 5.26% [1] Financial Performance Metrics - Net retention rate was reported at 105%, below the estimated 110.6% by analysts [4] - International revenue reached $26.15 million, surpassing the estimated $24.6 million, reflecting a year-over-year increase of 10.8% [4] - North American revenue was $165.74 million, slightly below the estimate of $165.77 million, indicating a year-over-year decline of 2.7% [4] - Revenue from messaging surcharges was $50.09 million, exceeding the average estimate of $47.04 million [4] - Revenue from cloud communications was reported at $141.81 million, below the estimated $143.27 million [4] Stock Performance - Bandwidth shares have returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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 - APi reported revenue of $2.09 billion for the quarter ended September 2025, reflecting a year-over-year increase of 14.2% [1] - Earnings per share (EPS) for the quarter was $0.41, up from $0.34 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.99 billion by 4.98%, and the EPS also surpassed the consensus estimate of $0.39 by 5.13% [1] Revenue Breakdown - Safety Services generated net revenues of $1.4 billion, exceeding the average estimate of $1.35 billion by analysts, with a year-over-year increase of 5.1% [4] - Specialty Services reported net revenues of $683 million, surpassing the average estimate of $664.32 million, marking a significant year-over-year increase of 38.5% [4] - Corporate and Eliminations segment reported net revenues of -$1 million, slightly better than the average estimate of -$1.5 million, but reflecting a substantial year-over-year decline of 50% [4] Stock Performance - Over the past month, APi's shares returned +0.2%, underperforming the Zacks S&P 500 composite, which saw a +3.6% 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 - Ventas reported $1.49 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 20.4% and exceeding the Zacks Consensus Estimate by 3.86% [1] - The earnings per share (EPS) for the same period was $0.88, a significant increase from $0.05 a year ago, surpassing the consensus EPS estimate of $0.87 by 1.15% [1] Revenue Breakdown - Resident fees and services generated $1.09 billion, exceeding the average estimate of $1.05 billion by analysts, reflecting a year-over-year change of 28.7% [4] - Interest and other income amounted to $4.18 million, compared to the estimated $2.83 million, but showed a decline of 49% year-over-year [4] - Rental income from outpatient medical & research portfolio was $226.2 million, slightly above the average estimate of $224.12 million, with a year-over-year increase of 2.4% [4] - Income from loans and investments reached $5.52 million, significantly higher than the average estimate of $4.35 million, representing a year-over-year increase of 193.7% [4] - Rental income totaled $386.25 million, surpassing the average estimate of $372.06 million, with a year-over-year change of 2.6% [4] - Third-party capital management revenues were $4.49 million, slightly above the average estimate of $4.41 million, reflecting a year-over-year increase of 2.3% [4] - Rental income from triple-net leased properties was $160.05 million, exceeding the average estimate of $149.42 million, with a year-over-year change of 3% [4] - Net earnings per share (diluted) were reported at $0.14, compared to the estimated $0.10 by analysts [4] Stock Performance - Over the past month, shares of Ventas have returned +0.1%, while the Zacks S&P 500 composite has changed by +3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]