Core Insights - IBM reported revenue of $19.69 billion for the quarter ended December 2025, marking a year-over-year increase of 12.2% and exceeding the Zacks Consensus Estimate of $19.2 billion by 2.53% [1] - The company's EPS for the same period was $4.52, up from $3.92 a year ago, surpassing the consensus EPS estimate of $4.33 by 4.39% [1] Revenue Breakdown - Revenue from Financing was $179 million, slightly above the average estimate of $175.71 million [4] - Revenue from Other was -$5 million, significantly below the estimated $32.55 million, representing a year-over-year decline of 117.2% [4] - Revenue from Infrastructure reached $5.13 billion, exceeding the average estimate of $4.67 billion, with a year-over-year increase of 20.6% [4] - Consulting revenue was $5.35 billion, slightly below the average estimate of $5.42 billion, reflecting a year-over-year growth of 3.4% [4] - Software revenue was $9.03 billion, surpassing the estimated $8.89 billion, with a year-over-year increase of 14% [4] - Data revenue was $2.1 billion, exceeding the average estimate of $1.98 billion [4] - Hybrid Infrastructure revenue was $3.8 billion, above the estimated $3.36 billion, with a year-over-year growth of 26.7% [4] - Transaction Processing revenue was $2.6 billion, slightly above the estimated $2.55 billion, with a year-over-year increase of 8.3% [4] - Automation revenue was $2.3 billion, exceeding the average estimate of $2.25 billion [4] - Hybrid Cloud revenue was $2 billion, below the estimated $2.13 billion [4] - Intelligent Operations revenue was $2.4 billion, slightly below the average estimate of $2.45 billion [4] - Strategy and Technology revenue was $2.9 billion, compared to the average estimate of $2.97 billion [4] Stock Performance - IBM shares have returned -2.7% over the past month, while the Zacks S&P 500 composite has increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Wall Street analysts anticipate Dover Corporation (DOV) to report quarterly earnings of $2.48 per share, reflecting a year-over-year increase of 12.7%, with revenues expected to reach $2.07 billion, up 7.2% from the previous year [1]. Earnings Estimates - There has been a downward revision of 0.2% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts [2]. - It is crucial to consider revisions to earnings projections prior to the earnings release, as they are indicative of potential investor behavior and correlate with short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Engineered Products' will reach $291.21 million, a 1% increase year-over-year [5]. - 'Revenue- Clean Energy & Fueling' is expected to be $550.00 million, reflecting a 4.2% year-over-year change [5]. - 'Revenue- Climate & Sustainability Technologies' is estimated at $375.88 million, indicating an 8.2% increase from the prior year [5]. - 'Revenue- Pumps & Process Solutions' is projected at $546.35 million, a 14% year-over-year increase [6]. - The consensus for 'Revenue- Imaging & Identification' stands at $303.86 million, showing a 5.2% increase from the previous year [6]. Adjusted EBITDA Estimates - 'Adjusted EBITDA- Engineered Products' is estimated at $65.37 million, compared to $64.86 million in the same quarter last year [7]. - 'Adjusted EBITDA- Clean Energy & Fueling' is expected to be $121.44 million, up from $111.36 million a year ago [7]. - 'Adjusted EBITDA- Climate & Sustainability Technologies' is projected at $64.83 million, compared to $52.57 million in the same quarter last year [8]. - 'Adjusted EBITDA- Pumps & Process Solutions' is forecasted to reach $179.26 million, up from $155.00 million year-over-year [8]. - 'Adjusted EBITDA- Imaging & Identification' is expected to arrive at $87.10 million, compared to $82.45 million in the previous year [9]. Stock Performance - Over the past month, Dover shares have recorded a return of +4.4%, outperforming the Zacks S&P 500 composite's +0.4% change [9].

Core Insights - CACI International (CACI) is expected to report quarterly earnings of $6.44 per share, reflecting a year-over-year increase of 8.2% [1] - Anticipated revenues for the quarter are projected to be $2.27 billion, which represents an 8% increase compared to the same quarter last year [1] Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.2%, indicating analysts' reassessment of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate that 'Revenues by Expertise or Technology- Expertise' will reach $1.02 billion, marking a 9.8% increase from the previous year [5] - The consensus for 'Revenues by Customer Group- Federal Civilian Agencies' is $420.06 million, indicating a decrease of 3.1% year-over-year [5] - For 'Revenues by Customer Group- Department of Defense', the estimate is $1.42 billion, reflecting a year-over-year decline of 10.1% [6] - 'Revenues by Expertise or Technology- Technology' is projected to be $1.27 billion, showing an 8% increase compared to last year [6] Organic Growth - Total Revenue - Organic Growth (YOY) is projected to be 6.3%, down from 8.1% reported in the same quarter last year [7] Stock Performance - CACI shares have returned +9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.6% change [7] - CACI holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [7]

Core Insights - Synopsys (SNPS) is expected to report quarterly earnings of $2.79 per share, reflecting a decline of 17.9% year-over-year, while revenues are forecasted to reach $2.25 billion, indicating a significant increase of 37.6% compared to the previous year [1] Earnings Projections - Analysts have revised the consensus EPS estimate for the quarter 5.5% higher over the last 30 days, indicating a collective reevaluation of initial estimates by analysts [1][2] - The importance of earnings projection revisions is highlighted as they serve as a critical gauge for predicting investor behavior regarding the stock [2] Revenue Estimates - Revenue from Maintenance and Service is projected to reach $412.49 million, showing a year-over-year increase of 47% [4] - Total Products Revenue is expected to be $1.84 billion, reflecting a change of +35.6% year-over-year [4] - Revenue by segment for Design IP is estimated at $408.35 million, indicating a decline of 21.1% from the prior-year quarter [4] - Revenue by segment for Design Automation is projected to reach $1.84 billion, with a significant increase of 64.5% from the year-ago quarter [5] - Upfront Products Revenue is expected to be $669.89 million, marking a change of +28.6% year-over-year [5] - Time-based Products Revenue is forecasted to reach $1.13 billion, indicating a change of +35.1% from the previous year [5] Stock Performance - Synopsys shares have increased by 17.1% in the past month, outperforming the Zacks S&P 500 composite, which saw a 1.3% increase [6] - With a Zacks Rank of 2 (Buy), Synopsys is expected to outperform the overall market performance in the near term [6]

Core Insights - Guidewire Software (GWRE) is expected to report quarterly earnings of $0.66 per share, reflecting a 53.5% increase year over year, with revenues projected at $317.24 million, a 20.7% increase from the previous year [1] Revenue Estimates - Analysts estimate 'Revenues- Services' at $59.81 million, indicating a 7.2% increase from the year-ago quarter [4] - 'Revenues- License' is forecasted to reach $39.53 million, representing a 5.8% increase year over year [4] - The consensus for 'Revenue- Subscription and support' stands at $217.95 million, showing a 28.4% increase from the previous year [4] Subscription and Support Revenue - 'Subscription Revenue' is predicted to be $202.41 million, reflecting a 32.4% increase year over year [5] - 'Term License Revenue' is expected to reach $38.44 million, indicating a 2.9% increase from the prior-year quarter [5] - 'Support Revenue' is projected at $15.74 million, suggesting a decrease of 6.8% year over year [5] Gross Profit Estimates - Analysts predict 'Gross profit- Subscription and support' to be $153.69 million, compared to $115.72 million in the same quarter last year [6] - 'Gross profit- Services' is expected to be $8.99 million, up from $6.19 million in the previous year [7] - The consensus for 'Gross profit- License' is $39.93 million, compared to $36.49 million from the year-ago quarter [7] Market Performance - Guidewire Software shares have decreased by 10.8% in the past month, contrasting with the S&P 500 composite's increase of 0.4% [7]

Core Insights - Wall Street analysts forecast that Maximus (MMS) will report quarterly earnings of $1.63 per share, reflecting a year-over-year increase of 11.6% [1] - Anticipated revenues for the quarter are projected to be $1.34 billion, showing a 1.7% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have maintained their initial projections [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Revenue- U.S. Federal Services' to be $750.39 million, representing an 11.2% increase from the prior-year quarter [5] - 'Revenue- U.S. Services' is expected to reach $454.98 million, indicating a decrease of 1.9% from the year-ago quarter [5] - 'Revenue- Outside the U.S' is projected to be $133.36 million, reflecting a significant year-over-year decline of 24.7% [5] Stock Performance - Over the past month, shares of Maximus have decreased by 6.3%, while the Zacks S&P 500 composite has increased by 1.5% [6] - Maximus currently holds a Zacks Rank 3 (Hold), suggesting that its performance may align with the overall market in the near future [6]

Core Insights - The upcoming earnings report for Elastic (ESTC) is projected to show quarterly earnings of $0.58 per share, reflecting a decline of 1.7% year-over-year, while revenues are expected to reach $418.13 million, indicating a 14.4% increase compared to the previous year [1] Earnings Projections - There has been a significant downward revision of 37.5% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies have shown a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts forecast 'Revenue- Services' to be $26.03 million, representing a 6% increase from the prior-year quarter [5] - The consensus for 'Revenue- Subscription' is $385.76 million, indicating a year-over-year change of 13.2% [5] - 'Revenue- Subscription- Elastic Cloud' is expected to reach $201.75 million, reflecting a 19.5% increase from the year-ago quarter [5] - 'Revenue- Subscription- Other subscription' is projected to be $189.54 million, showing a 10.2% increase from the previous year [6] Stock Performance - Over the past month, Elastic shares have gained 11.9%, outperforming the Zacks S&P 500 composite, which saw a 1.5% change [6] - Based on its Zacks Rank 3 (Hold), Elastic is expected to perform in line with the overall market in the near term [6]

Core Insights - Akamai Technologies (AKAM) is expected to report quarterly earnings of $1.64 per share, a 3.1% increase year-over-year, with revenues projected at $1.04 billion, reflecting a 3.7% year-over-year growth [1] Earnings Projections - Analysts emphasize the importance of revisions to earnings projections prior to earnings releases, as these revisions are critical indicators of potential investor behavior [2] - The consensus EPS estimate for Akamai has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Estimates - Analysts predict 'Revenue- Security' will reach $569.75 million, showing a year-over-year increase of 9.9% [4] - 'Revenue- Compute' is expected to be $188.02 million, reflecting a 12.7% increase from the prior-year quarter [4] - 'Revenue- Delivery' is forecasted to be $285.18 million, indicating a decline of 10.6% from the prior-year quarter [4] Stock Performance - Akamai shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [5] - With a Zacks Rank 2 (Buy), Akamai is anticipated to outperform the overall market in the near future [5]

Core Insights - Analysts project that Brown & Brown (BRO) will report quarterly earnings of $0.90 per share, reflecting a year-over-year decline of 1.1%, while revenues are expected to reach $1.51 billion, marking a 27% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 1.3% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Metrics - Analysts project 'Revenues- Investment income' to be $32.98 million, a 6.4% increase from the prior-year quarter [5] - 'Revenues- Commissions and fees' are expected to reach $1.47 billion, reflecting a 27.4% increase year-over-year [5] - The average prediction for 'Total revenues- Other' is $26.15 million, indicating a 24.5% year-over-year change [5] Stock Performance - Over the past month, shares of Brown & Brown have decreased by 4.2%, contrasting with the Zacks S&P 500 composite's increase of 1.1% [6] - Currently, BRO holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Core Insights - Analysts project Intel (INTC) will announce quarterly earnings of $0.00 per share, reflecting a 100% year-over-year increase, while revenues are expected to decline by 1.3% to $13.11 billion [1] - The consensus EPS estimate has been revised upward by 2.1% in the past 30 days, indicating a reassessment of initial estimates by covering analysts [2] - Earnings estimate revisions are critical for predicting investor behavior and have a strong correlation with short-term stock price performance [3] Revenue Estimates - The consensus estimate for 'Net Revenues- All other- Total' is $966.92 million, suggesting a year-over-year decline of 6.9% [4] - Analysts forecast 'Net Revenues- Total Intel Products Group- Client Computing Group' to reach $8.13 billion, indicating a year-over-year increase of 10.9% [5] - 'Net Revenues- Total Intel Products Group- Data Center and AI' is expected to reach $3.96 billion, reflecting an 18.4% increase from the previous year [5] - 'Net Revenues- Intel Foundry Services' is projected at $4.37 billion, suggesting a slight year-over-year increase of 0.4% [6] - The overall 'Net Revenues- Total Intel Products Group' is expected to be $12.10 billion, indicating a year-over-year decline of 0.8% [6] Stock Performance - Over the past month, Intel shares have increased by 25.1%, significantly outperforming the Zacks S&P 500 composite, which saw a 1.1% change [6] - Intel holds a Zacks Rank 3 (Hold), suggesting its performance is likely to align with the overall market in the near term [6]