Core Insights - Palo Alto Networks (PANW) reported revenue of $2.59 billion for the quarter ended January 2026, reflecting a year-over-year increase of 14.9% [1] - The company's earnings per share (EPS) was $1.03, up from $0.81 in the same quarter last year, exceeding the consensus EPS estimate of $0.93 by 10.67% [1] - The reported revenue slightly surpassed the Zacks Consensus Estimate of $2.58 billion, resulting in a revenue surprise of +0.5% [1] Financial Performance Metrics - Remaining Performance Obligation (RPO) stood at $16.00 billion, exceeding the average estimate of $15.81 billion from seven analysts [4] - Product revenue was reported at $514 million, surpassing the average estimate of $493.76 million based on 13 analysts, marking a year-over-year increase of +22% [4] - Subscription and support revenue reached $2.08 billion, slightly below the average estimate of $2.09 billion, with a year-over-year growth of +13.3% [4] - Subscription revenue was $1.4 billion, close to the average estimate of $1.41 billion, reflecting a year-over-year increase of +13.9% [4] - Support revenue was $676 million, marginally below the average estimate of $677.57 million, with a year-over-year change of +12.2% [4] Profitability Metrics - Non-GAAP product gross profit was $402 million, exceeding the average estimate of $387.92 million from 10 analysts [4] - Non-GAAP subscription and support gross profit was reported at $1.57 billion, slightly below the average estimate of $1.59 billion [4] - GAAP product gross profit was $399 million, surpassing the average estimate of $386.91 million from two analysts [4] - GAAP subscription and support gross profit was $1.51 billion, compared to the average estimate of $1.54 billion from two analysts [4] Stock Performance - Over the past month, shares of Palo Alto Networks have returned -11%, while the Zacks S&P 500 composite has changed by -1.4% [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 - Lincoln Electric Holdings reported revenue of $1.08 billion for the quarter ended December 2025, reflecting a year-over-year increase of 5.6% [1] - The earnings per share (EPS) for the quarter was $2.65, up from $2.57 in the same quarter last year, representing a surprise of +4.67% compared to the consensus estimate of $2.53 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.09 billion, resulting in a surprise of -0.94% [1] Key Metrics - The Harris Products Group achieved net sales of $137.43 million, exceeding the average estimate of $135.44 million by analysts, with a year-over-year change of +10.6% [4] - Total sales for the Harris Products Group were reported at $139.98 million, surpassing the average estimate of $139.47 million, marking a +10.2% year-over-year increase [4] - International Welding's total sales reached $265.21 million, above the average estimate of $259.81 million, with a year-over-year change of +4.3% [4] Segment Performance - Americas Welding reported total sales of $707.03 million, which was below the estimated $728.31 million, but still showed a +2.2% change year-over-year [4] - Adjusted EBIT for Americas Welding was $141.11 million, slightly above the estimated $139 million [4] - Inter-segment sales for International Welding were reported at $5.86 million, significantly lower than the estimated $10.51 million, reflecting a year-over-year decline of -47.9% [4] Stock Performance - Lincoln Electric's shares have returned +13.6% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Optimum Communications, Inc. reported $2.18 billion in revenue for Q4 2025, a year-over-year decline of 2.3%, with an EPS of -$0.03 compared to -$0.12 a year ago, indicating a slight improvement in earnings despite revenue decline [1] - The revenue exceeded the Zacks Consensus Estimate of $2.15 billion by 1.61%, but the EPS fell short of the consensus estimate of -$0.01, resulting in a 200% EPS surprise [1] Financial Performance - The stock has returned -14.3% over the past month, underperforming the Zacks S&P 500 composite's -0.3% change, and currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance in the near term [3] - Unique Residential Customer Relationships stood at 3.96 million, slightly below the estimated 3.98 million, while SMB Unique Customer Relationships were 369.9 thousand, also below the estimate of 371.6 thousand [4] - Total Residential Customers for Pay TV/Video Subscribers matched estimates at 1.63 million, while Broadband Subscribers were 3.81 million, slightly below the estimate of 3.83 million [4] Revenue Breakdown - Residential revenue from Video was reported at $619.48 million, below the estimate of $634.03 million, reflecting a year-over-year decline of 9.8% [4] - Residential revenue from Broadband was $884.08 million, exceeding the estimate of $861.76 million, but still showing a year-over-year decline of 1.8% [4] - Revenue from Telephony was $60.84 million, slightly below the estimate of $61 million, with a year-over-year decline of 7% [4] - Total Residential revenue was $1.61 billion, slightly above the estimate of $1.6 billion, but down 4.4% year-over-year [4] - Revenue from News and Advertising was $144.76 million, exceeding the estimate of $137.86 million, with an 8.1% year-over-year decline [4] - Other revenue was reported at $23.91 million, above the estimate of $21.57 million, showing an 18.1% year-over-year increase [4] - Residential revenue from Mobile was $47.97 million, exceeding the estimate of $41.3 million, with a significant year-over-year increase of 40.5% [4] - Business services and wholesale revenue was $401.84 million, surpassing the estimate of $383.48 million, reflecting an 8.2% year-over-year increase [4]

Core Insights - Advanced Energy Industries (AEIS) reported a revenue of $489.4 million for the quarter ended December 2025, marking a year-over-year increase of 17.8% and an EPS of $1.94 compared to $1.30 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $475.24 million by 2.98%, while the EPS surpassed the consensus estimate of $1.77 by 9.61% [1] Revenue Performance by Market - Data Center Computing generated $177.9 million, slightly below the average estimate of $178.51 million, with a year-over-year increase of 100.6% [4] - Telecom and Networking reported $21.7 million, below the average estimate of $24.98 million, reflecting a year-over-year decrease of 6% [4] - Semiconductor Equipment achieved $211.6 million, exceeding the average estimate of $194.55 million, but showing a year-over-year decline of 6.7% [4] - Industrial and Medical sectors reported $78.2 million, slightly above the average estimate of $77.32 million, with a year-over-year increase of 1.8% [4] Stock Performance - Advanced Energy's shares have returned +22.7% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Upstart Holdings, Inc. reported a revenue of $296.09 million for the quarter ended December 2025, reflecting a year-over-year increase of 35.2% [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.26 in the same quarter last year, although it fell short of the consensus estimate of $0.47 by 1.6% [1] - The revenue exceeded the Zacks Consensus Estimate of $288.47 million, resulting in a positive surprise of 2.64% [1] Financial Performance Metrics - Transaction volume reached $3.2 million, surpassing the average estimate of $2.96 million from three analysts [4] - Revenue from fees, net, was reported at $265.22 million, exceeding the four-analyst average estimate of $262.3 million, marking a year-over-year increase of 33.1% [4] - Total interest income, interest expense, and fair value adjustments, net, amounted to $30.87 million, compared to the average estimate of $26.07 million from four analysts [4] - Revenue from servicing and other fees, net, was $42.94 million, slightly below the two-analyst average estimate of $45.08 million, with a year-over-year change of 28.1% [4] - Revenue from platform and referral fees, net, was reported at $222.28 million, exceeding the average estimate of $217.23 million from two analysts, representing a year-over-year increase of 34.1% [4] Stock Performance - Over the past month, Upstart's shares have returned -14.1%, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Blue Owl Capital Inc. reported $701.47 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 17.8% and an EPS of $0.24 compared to $0.21 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $704.46 million, resulting in a surprise of -0.43%, while the EPS exceeded expectations by 6.9% [1] Financial Performance - The company’s shares have returned -22.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change, indicating potential underperformance in the near term with a Zacks Rank 4 (Sell) [3] - Total Assets Under Management (AUM) reached $307.43 billion, slightly below the four-analyst average estimate of $307.89 billion [4] - AUM breakdown includes: - GP Strategic Capital: $69.07 billion vs. $69.55 billion estimated [4] - Credit: $157.76 billion vs. $159.18 billion estimated [4] - Real Assets: $80.6 billion vs. $78.44 billion estimated [4] Revenue Streams - FRE Revenues from the Credit Platform were $422.05 million, below the $438.55 million average estimate [4] - FRE Revenues from the GP Strategic Capital Platform were $163.16 million, compared to the $167.82 million average estimate [4] - FRE Revenues from the Real Assets Platform were $116.27 million, exceeding the two-analyst average estimate of $96.79 million [4]

Core Insights - Peloton reported revenue of $656.5 million for the quarter ended December 2025, reflecting a year-over-year decline of 2.6% and an EPS of -$0.09 compared to -$0.24 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $672.68 million, resulting in a surprise of -2.41%, while the EPS surprise was -31.2% against a consensus estimate of -$0.07 [1] Financial Performance Metrics - Ending Paid Connected Fitness Subscriptions remained stable at 2.66 million, matching the average estimate by analysts [4] - Ending Paid App Subscriptions were reported at 522,000, below the average estimate of 552,508 [4] - Average Net Monthly Paid Connected Fitness Subscription Churn was 1.9%, consistent with analyst estimates [4] - Subscription revenues totaled $412.6 million, slightly below the average estimate of $418.68 million, marking a year-over-year decline of 1.9% [4] - Revenues from Connected Fitness Products were $243.9 million, falling short of the estimated $253.07 million, representing a year-over-year decline of 3.8% [4] - Gross profit from Subscription services was $297.3 million, exceeding the average estimate of $289.57 million [4] - Gross profit from Connected Fitness Products was $34 million, slightly above the average estimate of $33.86 million [4] Stock Performance - Peloton shares have returned -10.5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Heartland Express (HTLD) reported a revenue of $179.36 million for the quarter ended December 2025, reflecting a year-over-year decline of 26.1% [1] - The earnings per share (EPS) for the same period was -$0.06, compared to -$0.02 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $185.76 million, resulting in a surprise of -3.45% [1] - The company achieved an EPS surprise of +14.29%, with the consensus EPS estimate being -$0.07 [1] Financial Performance Metrics - The operating ratio was reported at 112.7%, significantly higher than the estimated 101.8% by analysts [4] - Fuel surcharge revenue was $21.68 million, slightly below the estimated $22.03 million, marking a -22.6% change compared to the year-ago quarter [4] - Operating revenue, excluding fuel surcharge revenue, was $157.68 million, which is lower than the estimated $163.72 million, representing a -26.5% change year-over-year [4] Stock Performance - Heartland Express shares have returned +9.5% 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), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Seacoast Banking (SBCF) reported a revenue of $203.26 million for the quarter ended December 2025, marking a 53% increase year-over-year [1] - The company's EPS was $0.44, down from $0.48 in the same quarter last year, with an EPS surprise of -13.73% against a consensus estimate of $0.51 [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $202.6 million by 0.33% [1] - Total Nonperforming Assets stood at $76.25 million, higher than the average estimate of $66.67 million [4] - Efficiency Ratio was reported at 63.4%, significantly above the estimated 55.2% [4] - Nonperforming loans were $72 million, compared to the average estimate of $61.64 million [4] - Net charge-offs to average loans were reported at 0%, better than the estimated 0.2% [4] - Net Interest Margin was 3.7%, aligning with the average estimate [4] - Average Balance of Total Earning Assets was $19.11 billion, exceeding the estimate of $18.84 billion [4] - Net interest income was $174.63 million, slightly below the average estimate of $176.51 million [4] - Total noninterest income was $28.63 million, surpassing the average estimate of $26.16 million [4] Stock Performance - Shares of Seacoast Banking have returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - AT&T's fourth-quarter earnings report may provide insights into Apple's iPhone sales performance, as noted by a Wells Fargo analyst [1] Financial Performance - AT&T reported equipment operating revenue of $7.4 billion, reflecting a 12.7% increase compared to the same period last year, driven by higher wireless device sales volumes [1] Analyst Commentary - Wells Fargo analyst Aaron Rakers views the increase in AT&T Wireless Equipment sales and year-over-year upgrade rate improvements as a net positive for Apple [1] - Rakers has rated Apple as Overweight with a price target of $300 [1]