Company Overview - Caterpillar Inc. (NYSE:CAT) is a manufacturer of agricultural and construction machinery [2] - The company has seen its shares increase by 123% over the past year and by 26% year-to-date [2] Financial Performance - Caterpillar reported $67.6 billion in revenue for 2025, marking a 4% growth and setting a new record [2] - The Power & Energy unit generated $9.4 billion in revenue, achieving a 23% annual growth [2] Market Sentiment and Analyst Ratings - Following the earnings report, Bank of America raised the price target for Caterpillar shares to $825 from $735, maintaining a Buy rating [2] - Demand for Caterpillar's turbines is extending beyond traditional data center sectors, indicating strong market interest [2] Hedge Fund Activity - Hedge funds are actively purchasing power products from Caterpillar, contributing to the company's strong quarterly performance [3] - The demand for power generation products is noted to be surprisingly robust, which is seen as a key driver for the company's growth [2][3]

Core Viewpoint - Sandisk Corporation (NASDAQ:SNDK) has shown remarkable stock performance, with shares increasing by over 1,300% in the past six months and 136% year-to-date, driven by strong fiscal second-quarter earnings and raised guidance for fiscal year 2026 [2]. Financial Performance - Sandisk Corporation expects to earn $15.7 billion in revenue and $39.50 in earnings per share for the current fiscal year, significantly up from previous estimates of $10.9 billion and $16.21 [2]. - The company's strong earnings report has led to analysts raising their price targets, with Bank of America increasing its target to $850 from $390 and Barclays raising it to $750 from $385 [2]. Analyst Commentary - Jim Cramer highlighted the significant earnings surprise as a key factor in Sandisk's stock performance and advised investors to buy shares during the company's secondary issuance [4].

We recently published 10 Stocks On Jim Cramer’s Mind & His Thoughts On Enterprise AI.  Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks on Jim Cramer's mind. Warehouse club Costco Wholesale Corporation (NASDAQ:COST) is one of Cramer’s favorite stocks. Even though the shares are down by 4% over the past year, the CNBC TV host has remained an ardent believer in the firm. Among the factors that drive his optimism are Costco Wholesale Corporation (NASDAQ:COST)’s ability to keep prices low for c ...

In this piece, we will look at the stocks that Jim Cramer discussed.As AI investing continues to drive market sentiment, it’s unsurprising that the latest trends haven’t escaped Jim Cramer’s radar. One hot topic in the industry right now is Anthropic. Anthropic is widely believed to be leading in the enterprise AI space. Cramer has also reiterated these opinions several times, as he has remarked that not only is the enterprise AI industry witnessing monetizable and stable demand, but added that Anthropic is ...

Core Insights - Five9, Inc. (FIVN) reported fourth-quarter 2025 earnings of 80 cents per share, exceeding the Zacks Consensus Estimate by 1.3% and showing a 1.3% increase from the previous year's 79 cents [1][9] - The company's fourth-quarter revenues rose 8% year over year to $300.3 million, also surpassing the Zacks Consensus Estimate by 0.9%, driven by a 12% increase in subscription revenues due to strong Enterprise AI traction [2][9] Financial Performance - FIVN's adjusted non-GAAP gross profit for Q4 was $189.47 million, up from $176.85 million in the same quarter last year, with a gross margin of 63.1%, down 40 basis points year over year [3] - Non-GAAP operating income increased to $61.62 million from $49.52 million year over year, resulting in a non-GAAP operating margin of 20.5%, up from 17.8% [4] - General & administrative expenses on a non-GAAP basis rose to $18.2 million, accounting for 6.1% of revenues, down from 6.4% in the previous year [4] - Research & development expenditures decreased to $26.2 million, representing 8.7% of revenues, down from 11.5% [5] - Non-GAAP sales & marketing costs increased to $67.7 million, maintaining 22.6% of revenues, consistent with the prior year [5] Balance Sheet & Cash Flow - At the end of the quarter, FIVN had cash and cash equivalents of $696.92 million, up from $676.2 million in the previous quarter [6] - The company generated an operating cash flow of $83.6 million and reported a free cash flow of $67.3 million, with a free cash flow margin of 22% [6] Guidance - For 2026, Five9 expects revenues to be between $1.247 billion and $1.261 billion, with the Zacks Consensus Estimate at $1.26 billion, indicating a year-over-year growth of 9.6% [7] - GAAP net income per share is projected to be between 86 cents and 95 cents, while non-GAAP net income per share is expected to range from $3.15 to $3.21, with the Zacks Consensus Estimate at $3.19, reflecting an 8.3% year-over-year growth [8] - For Q1 of fiscal 2026, revenues are forecasted to be between $296.5 million and $302.5 million, with the Zacks Consensus Estimate at $299.3 million, indicating a 7% year-over-year growth [10] - GAAP net income per share for Q1 is projected to be between 10 cents and 17 cents, while non-GAAP net income per share is expected to be between 66 cents and 70 cents, with the Zacks Consensus Estimate at 67 cents, indicating an 8.1% year-over-year growth [11]

Core Insights - Snowflake (SNOW) is significantly benefiting from the growing adoption of enterprise AI, achieving a $100 million AI revenue run rate a quarter earlier than expected, positioning itself as a key player in the AI revolution [1][9] Group 1: Product Innovations - Snowflake has launched significant AI innovations, including Semantic View Autopilot for automating semantic layers, improved machine learning capabilities with Snowflake Notebooks, and real-time model deployment [2] - The company introduced Cortex Agent Evaluations and enhanced AI cost governance features, allowing businesses to build and manage production-grade AI systems more effectively [2] Group 2: Strategic Partnerships - Snowflake's partnerships with major players like Google Cloud, SAP, Anthropic, and AWS enhance its position in the enterprise AI market, improving accessibility to AI models and streamlining data integration [3] Group 3: Market Position and Competition - As enterprise AI adoption accelerates, Snowflake is well-positioned to capture more market share and drive growth through innovation and customer-centric solutions [4] - However, Snowflake faces stiff competition from Oracle and Amazon, both of which are expanding their AI capabilities [5][6] Group 4: Stock Performance and Valuation - Snowflake shares have declined by 8.6% over the past 12 months, underperforming the broader Zacks Computer & Technology sector, but outperforming the Zacks Internet Software industry's decline of 20.5% [7][9] - The stock is trading at a premium with a forward 12-month Price/Sales ratio of 10.42X compared to the Internet Software industry's 3.86X, and it has a Value Score of F [11] - The Zacks Consensus Estimate for SNOW's fiscal 2026 earnings is $1.20 per share, indicating a year-over-year increase of 44.58% [14]

Group 1 - Broadcom is expected to experience accelerated growth in its semiconductor business in eFY26 due to a 76% increase in capital expenditures by major hyperscalers for 2026, driven by strong backlog growth and demand for compute capacity [1] - The growth in enterprise AI is a significant factor contributing to the increased capital outlays by hyperscalers [1] Group 2 - The article is authored by an analyst with extensive experience in various sectors, including technology and energy, indicating a knowledgeable perspective on the industry [1]

Key Takeaways The Zacks Consensus Estimate of $297.7 million for FIVN's Q4 revenues implies a Y/Y increase of 6.8%.The consensus mark for FIVN's Q4 EPS of 79 cents indicates Y/Y growth of 1.3%.Enterprise AI strength and partnerships are likely to have supported Q4 performance.Five9, Inc. (FIVN) is set to report its fourth-quarter 2025 results on Feb 19.The company expects revenues in the band of $294.7-$300.7 million for the fourth quarter. The Zacks Consensus Estimate for revenues is pegged at $297.71 mill ...

The enterprise AI land grab is on. Glean is building the layer beneath the interface. https://t.co/LEBrFrOWs2 ...

Core Insights - C3.ai's partnership with Vonage aims to develop a network-enabled AI field-services solution, reflecting the company's strategy to scale growth through partnerships and industry-specific applications [1][4] - The collaboration introduces C3 AI Field Services, designed for mission-critical operations that require reliable connectivity and real-time intelligence in challenging environments [1][2] Partnership and Strategy - The joint solution addresses challenges in the global field-service market, such as complex equipment maintenance and workforce skill gaps, by integrating C3.ai's AI capabilities with Vonage's communication APIs [2] - C3.ai's management highlighted that 89% of quarterly bookings in Q2 FY26 were secured through partners, emphasizing the importance of ecosystem relationships in accelerating adoption [3] Revenue and Market Position - The partnership with Vonage is expected to enhance recurring revenue growth and improve long-term visibility if adoption scales [4] - C3.ai's shares have declined by 23.1% over the past three months, compared to a 14.9% decline in the industry [7] Valuation Metrics - C3.ai currently trades at a forward price-to-sales ratio of 4.7, significantly lower than the industry's average of 13.73 [11] - The Zacks Consensus Estimate for C3.ai's fiscal 2026 earnings per share indicates a year-over-year decline of 141.7%, although the loss per share has narrowed recently [12]