Core Insights - American International Group (AIG) reported $6.95 billion in revenue for Q4 2025, a year-over-year increase of 1.4% [1] - The earnings per share (EPS) for the same period was $1.96, compared to $1.30 a year ago, exceeding the consensus estimate of $1.89 by 3.54% [1] - The revenue fell short of the Zacks Consensus Estimate of $7.1 billion, resulting in a surprise of -2.22% [1] Financial Performance Metrics - General Insurance - North America Commercial reported a loss ratio of 59.7%, better than the estimated 65.7% [4] - General Insurance - International Commercial had a combined ratio of 88.8%, slightly worse than the estimated 86.4% [4] - General Insurance - North America Commercial's combined ratio was 84.7%, outperforming the estimated 88.5% [4] - General Insurance - International Commercial's expense ratio was 31.7%, higher than the estimated 30.6% [4] - Total net investment income was $872 million, significantly below the estimated $1 billion, reflecting a year-over-year decline of 33.6% [4] - General Insurance - North America Commercial net premiums earned were $2.17 billion, slightly below the estimated $2.19 billion [4] - General Insurance - International Commercial net premiums earned were $2.22 billion, exceeding the estimated $2.15 billion [4] - General Insurance - Global Personal net premiums earned were $1.6 billion, in line with the estimated $1.59 billion [4] - General Insurance net investment income was $881 million, close to the average estimate of $881.82 million, showing a year-over-year increase of 13.1% [4] - General Insurance net premiums earned totaled $5.99 billion, slightly above the estimated $5.93 billion, representing a year-over-year change of 0.3% [4] Stock Performance - AIG shares returned +1.1% over the past month, 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 [3]

Core Insights - Zillow Group reported revenue of $654 million for the quarter ended December 2025, marking an 18.1% increase year-over-year, with EPS at $0.39 compared to $0.27 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $649.76 million by 0.65%, while the EPS fell short of the consensus estimate of $0.42 by 6.25% [1] Financial Performance Metrics - Average Monthly Unique Users for Zillow's mobile applications and websites reached 221 million, surpassing the estimated 215.1 million [4] - Total visits to mobile applications and websites were 2.1 billion, slightly above the average estimate of 2.11 billion [4] - Residential revenue was reported at $418 million, exceeding the average estimate of $415.98 million, reflecting an 8% year-over-year increase [4] - Revenue from other segments was $11 million, compared to the average estimate of $11.62 million, showing a 10% year-over-year increase [4] - Mortgage revenue reached $57 million, surpassing the average estimate of $50.89 million, with a significant year-over-year increase of 39% [4] - Rental revenue was reported at $168 million, slightly below the estimated $172.17 million, but still reflecting a substantial year-over-year increase of 44.8% [4] Stock Performance - Zillow's shares have declined by 19.7% over the past month, contrasting with the Zacks S&P 500 composite, which remained unchanged [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 - Yelp (YELP) is expected to report quarterly earnings of $0.47 per share, a decline of 24.2% year-over-year, with revenues forecasted at $358.21 million, reflecting a 1% decrease compared to the previous year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - Analysts project 'Net revenue- Advertising' to reach $339.01 million, indicating a year-over-year change of -1.9% [3] - 'Net revenue- Other services' is expected to be $19.20 million, showing a significant increase of 17.7% from the prior-year quarter [4] - 'Net revenue- Advertising revenue- Services' is estimated at $231.01 million, reflecting a year-over-year change of +2.8% [4] - The consensus for 'Net revenue- Advertising revenue- Restaurants, Retail & Other' stands at $108.00 million, indicating a decline of 10.6% from the previous year [5] Advertising Metrics - 'Paying Advertising Locations' is expected to be 502.67 thousand, down from 521.00 thousand in the same quarter last year [5] - 'Paying Advertising Locations - Restaurants, Retail & Other' is projected to reach 246.00 thousand, compared to 271.00 thousand reported in the same quarter of the previous year [6] - 'Paying Advertising Locations - Services' is estimated at 256.67 thousand, slightly up from 250.00 thousand reported in the same quarter last year [6] Stock Performance - Over the past month, Yelp shares have returned -21.1%, contrasting with the Zacks S&P 500 composite's unchanged performance [6] - Yelp currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6]

Core Viewpoint - Shopify Inc. is positioned as a leading e-commerce platform with a strong potential for growth, as indicated by analysts' price targets and earnings projections [1][5]. Group 1: Price Target and Stock Performance - Thanos Moschopoulos from BMO Capital has set a price target of $150 for Shopify, suggesting a potential increase of 33.87% from its current price of $112.05 [1][5]. - Shopify's current stock price of $112.05 reflects a slight increase of 0.73% from the previous trading session, with a trading range today between $109.78 and $115.04 [4]. Group 2: Earnings and Revenue Projections - Shopify is expected to report quarterly earnings of $0.50 per share for the quarter ending December 2025, representing a 13.6% increase from the previous year [2][5]. - The projected revenue for the same quarter is $3.58 billion, marking a 27.3% increase from the previous year [2][5]. Group 3: Analyst Confidence - The stability in earnings projections, with no revisions over the past 30 days, indicates analysts' confidence in their forecasts, which can influence investor behavior and stock price performance [3].

Core Insights - Analysts project Shopify (SHOP) will report quarterly earnings of $0.50 per share, reflecting a 13.6% year-over-year increase, with revenues expected to reach $3.58 billion, a 27.3% increase from the same quarter last year [1] Revenue Estimates - 'Revenues- Merchant solutions' are estimated to be $2.80 billion, indicating a 30.5% increase from the prior-year quarter [4] - 'Revenues- Subscription solutions' are projected to reach $777.54 million, reflecting a 16.8% increase from the same quarter last year [4] Gross Merchandise Volume and Recurring Revenue - Analysts estimate 'Gross Merchandise Volume (GMV)' will be $119.96 billion, compared to $94.46 billion a year ago [5] - The estimated 'Monthly Recurring Revenue (MRR)' is $199.05 million, up from $178.00 million in the same quarter last year [5] Gross Profit Estimates - 'Gross Profit- Merchant solutions' is forecasted at $1.03 billion, compared to $820.00 million from the previous year [6] - 'Gross Profit- Subscription solutions' is expected to reach $633.57 million, up from $532.00 million in the same quarter last year [6] Stock Performance - Over the past month, Shopify shares have decreased by 33.9%, while the Zacks S&P 500 composite has only decreased by 1.5% [6] - Currently, Shopify holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Wall Street analysts expect BP (BP) to post quarterly earnings of $0.57 per share in its upcoming report, which indicates a year-over-year increase of 29.6%. Revenues are expected to be $59.91 billion, up 24.6% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 3.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announces its ear ...

Core Insights - AptarGroup reported revenue of $962.74 million for the quarter ended December 2025, marking a year-over-year increase of 13.5% and exceeding the Zacks Consensus Estimate by 8.19% [1] - The company's EPS for the same period was $1.25, down from $1.52 a year ago, with a slight surprise of 1.22% over the consensus estimate of $1.24 [1] Revenue Performance by Segment - Aptar Beauty generated net sales of $341.11 million, surpassing the average estimate of $287.73 million by two analysts, reflecting a year-over-year increase of 24.5% [4] - Aptar Closures reported net sales of $181.61 million, slightly below the average estimate of $183.6 million, with a year-over-year change of 4.8% [4] - Aptar Pharma achieved net sales of $440.02 million, exceeding the average estimate of $431.39 million, representing a year-over-year increase of 9.8% [4] Stock Performance - Shares of AptarGroup have returned +7.3% over the past month, outperforming the Zacks S&P 500 composite's +0.5% 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 - Boyd Gaming reported revenue of $1.06 billion for the quarter ended December 2025, marking a 2% increase year-over-year and a surprise of +5.73% over the Zacks Consensus Estimate of $1 billion [1] - The company's EPS for the quarter was $2.21, up from $1.96 in the same quarter last year, resulting in an EPS surprise of +17.3% compared to the consensus estimate of $1.88 [1] Revenue by Segment - Managed & Other segment revenue was $38.69 million, exceeding the average estimate of $37.49 million by analysts, representing a +7.3% change year-over-year [4] - Downtown Las Vegas segment revenue was $62.97 million, below the average estimate of $65.21 million, reflecting a -3.9% change year-over-year [4] - Midwest and South segment revenue reached $533.08 million, surpassing the average estimate of $521.91 million, with a +2.8% change year-over-year [4] - Las Vegas Locals segment revenue was $227.23 million, slightly below the average estimate of $229.55 million, indicating a -2.1% change year-over-year [4] Adjusted EBITDAR Performance - Adjusted EBITDAR for the Online segment was $8.17 million, exceeding the average estimate of $5.46 million [4] - Adjusted EBITDAR for Managed & Other was $28.59 million, above the average estimate of $26.1 million [4] - Adjusted EBITDAR for Corporate expense was reported at -$24.7 million, slightly worse than the average estimate of -$23.86 million [4] - Adjusted EBITDAR for Downtown Las Vegas was $24.01 million, below the average estimate of $26.15 million [4] - Adjusted EBITDAR for Midwest and South was $191.43 million, slightly above the average estimate of $190.75 million [4] - Adjusted EBITDAR for Las Vegas Locals was $109.12 million, exceeding the average estimate of $107.59 million [4] Stock Performance - Boyd Gaming's shares have returned -1.5% over the past month, while the Zacks S&P 500 composite has changed by +0.5% [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 - MasterCraft Boat Holdings, Inc. reported revenue of $71.76 million for the quarter ended December 2025, marking a year-over-year increase of 13.2% and exceeding the Zacks Consensus Estimate of $69.87 million by 2.71% [1] - The company achieved an EPS of $0.29, significantly higher than the $0.10 reported a year ago, resulting in an EPS surprise of 77.59% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - MasterCraft's unit sales volume reached 409, slightly above the average estimate of 408, while the consolidated unit sales volume was 583, exceeding the average estimate of 563 [4] - The net sales per unit for MasterCraft was reported at $151.00, matching the average estimate, while the consolidated net sales per unit was $123.00, slightly below the average estimate of $125.05 [4] - Net sales for MasterCraft amounted to $61.74 million, surpassing the average estimate of $61.55 million, reflecting a year-over-year change of 12.1%, while net sales for Pontoon reached $10.02 million, exceeding the average estimate of $8.75 million with a year-over-year increase of 21.2% [4] Stock Performance - Over the past month, shares of MasterCraft Boat Holdings, Inc. have returned 12.2%, significantly outperforming the Zacks S&P 500 composite, which saw a change of 0.5% [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 Insights - Qualcomm reported $12.25 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 5% and an EPS of $3.50, up from $3.41 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $12.28 billion by -0.26%, while the EPS exceeded the consensus estimate of $3.39 by +3.15% [1] Revenue Breakdown - QCT revenues were $10.61 billion, slightly below the average estimate of $10.75 billion, reflecting a year-over-year increase of +5.3% [4] - Automotive revenues within QCT were $1.1 billion, matching analyst estimates and showing a +14.6% change year-over-year [4] - IoT revenues were reported at $1.69 billion, below the average estimate of $1.76 billion, with a year-over-year increase of +9% [4] - QTL revenues reached $1.59 billion, surpassing the average estimate of $1.5 billion, representing a +3.7% year-over-year change [4] - Handset revenues were $7.82 billion, slightly below the average estimate of $7.89 billion, with a +3.3% year-over-year increase [4] - Licensing revenues were $1.79 billion, exceeding the average estimate of $1.61 billion, reflecting a +3.4% year-over-year change [4] - Equipment and services revenues were $10.47 billion, below the average estimate of $10.76 billion, with a +5.3% year-over-year increase [4] Income Metrics - Income before taxes for QTL was $1.23 billion, above the average estimate of $1.11 billion [4] - Income before taxes for QCT was $3.3 billion, slightly below the average estimate of $3.37 billion [4] Stock Performance - Qualcomm shares have returned -19.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]