Core Insights - Axon Enterprise reported a revenue of $710.64 million for the quarter ended September 2025, reflecting a year-over-year increase of 30.6% [1] - The earnings per share (EPS) for the quarter was $1.17, down from $1.45 in the same quarter last year, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $699.57 million by 1.58%, while the EPS fell short of the consensus estimate of $1.63 by 28.22% [1] Financial Performance Metrics - Annual recurring revenue reached $1,252.00 million, surpassing the average estimate of $1,231.82 million from five analysts [4] - Net sales from Connected Devices amounted to $405.4 million, exceeding the six-analyst average estimate of $396.32 million [4] - Net sales from Software and Services were reported at $305.24 million, slightly above the average estimate of $302.27 million [4] - Net sales from Connected Devices - TASER were $237.95 million, marginally higher than the estimated $237.85 million [4] - Net sales from Services also matched the reported figure of $305.24 million against the average estimate of $302.27 million, showing a year-over-year increase of 41.1% [4] - Net sales from Connected Devices - Platform Solutions reached $60.77 million, exceeding the six-analyst average estimate of $55.05 million [4] - Net sales from Products were $405.4 million, compared to the average estimate of $396.32 million, reflecting a year-over-year growth of 23.6% [4] - Net sales from Connected Devices - Personal Sensors were reported at $106.68 million, above the average estimate of $103.42 million [4] - Adjusted gross margin for Software and Services was $234.32 million, slightly below the three-analyst average estimate of $239.95 million [4] - Adjusted gross margin for Connected Devices was $211.13 million, slightly above the three-analyst average estimate of $209.83 million [4] Stock Performance - Over the past month, Axon shares have returned +0.4%, while the Zacks S&P 500 composite has changed by +2.1% [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 - Pinterest reported revenue of $1.05 billion for the quarter ended September 2025, reflecting a year-over-year increase of 16.8% and a slight surprise of +0.17% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) was $0.38, down from $0.40 in the same quarter last year, resulting in an EPS surprise of -5% compared to the consensus estimate [1] Financial Performance - Monthly Active Users (MAUs) globally reached 600 million, exceeding the average estimate of 592 million [4] - Average Revenue Per User (ARPU) globally was $1.78, matching the average estimate [4] - Geographic revenue breakdown showed: - U.S. and Canada: $786 million, slightly below the estimate of $798.57 million, with a year-over-year increase of +9.3% [4] - Rest of World: $70 million, surpassing the estimate of $64.98 million, with a significant year-over-year increase of +66.7% [4] - Europe: $193 million, exceeding the estimate of $184.51 million, representing a year-over-year increase of +40.9% [4] Market Performance - Pinterest shares returned +5.2% 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), indicating expected performance in line with the broader market [3]

Core Insights - Sterling Infrastructure, Inc. (STRL) reported strong third-quarter 2025 results, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate, and both metrics showing year-over-year growth [1][3]. Financial Performance - Adjusted earnings per share (EPS) reached $3.48, surpassing the Zacks Consensus Estimate of $2.79 by 24.7%, and increased from $2.20 in the same quarter last year [3][9]. - Revenues totaled $689 million, exceeding the consensus mark of $612 million by 12.5%, and reflecting a 16% increase from $594 million in the prior year [3][9]. - Adjusted EBITDA rose 47% year over year to $155.8 million, with gross margin expanding by 280 basis points to 24.7% [6][9]. Segment Performance - E-Infrastructure Solutions generated revenues of $417.1 million, a 58% increase from $263.9 million year-over-year, with adjusted operating income rising 56.8% to $111.7 million [4]. - Transportation Solutions reported revenues of $170.5 million, up 10% from $155.1 million in the previous year, with adjusted operating income increasing to $26.7 million from $19.1 million [5]. - Building Solutions saw revenues of $101.4 million, a slight decline of 1.1% from $102.6 million year-over-year, but adjusted operating income increased by 9.6% to $12.6 million [5]. Outlook - The company raised its adjusted EPS guidance for 2025 to a range of $10.35 to $10.52, up from the previous expectation of $9.21 to $9.47 [8][9]. - Adjusted net income for the full year 2025 is now projected to be between $321 million and $326 million, compared to the prior estimate of $285 million to $294 million [8]. - Adjusted EBITDA for the year is expected to be between $486 million and $491 million, an increase from the previous forecast of $438 million to $453 million [10].

Market Overview - U.S. stocks experienced a decline, with the Nasdaq Composite falling over 350 points, Dow down 0.60% to 47,053.04, NASDAQ down 1.65% to 23,441.48, and S&P 500 down 1.05% to 6,780.03 [1] - Financial shares increased by 0.4%, while information technology stocks decreased by 1.8% [1] Company Performance - Uber Technologies reported a 20% year-over-year revenue growth to $13.47 billion, exceeding analyst expectations of $13.28 billion, and adjusted EPS of 81 cents, beating the consensus estimate of 69 cents [2] - Evoke Pharma shares surged 133% to $10.71 following an acquisition agreement with QOL Medical [8] - PTL Limited shares rose 49% to $0.28 after reporting a year-over-year increase in H1 EPS results [8] - Denny's Corporation shares increased by 50% to $6.16 after announcing an all-cash acquisition deal valued at approximately $620 million, or $6.25 per share [8] - Norwegian Cruise Line Holdings Ltd shares fell 15% to $18.86 after missing third-quarter revenue expectations [8] - JELD-WEN Holding, Inc. shares dropped 28% to $3.01 due to worse-than-expected third-quarter results and a lowered FY25 guidance [8] - Sarepta Therapeutics Inc shares declined 31% to $16.82 after reporting disappointing third-quarter results and a failed clinical study [8] Commodity Market - Oil prices decreased by 0.5% to $60.77, gold fell by 1.1% to $3,970.20, silver dropped 1.5% to $47.345, and copper fell 2.5% to $4.9450 [5] European Market - European shares were mostly lower, with the eurozone's STOXX 600 declining 0.30%, while Spain's IBEX 35 Index fell 0.01%, London's FTSE 100 rose 0.14%, Germany's DAX 40 dipped 0.76%, and France's CAC 40 fell 0.52% [6] Asian Market - Asian markets closed lower, with Japan's Nikkei 225 down 1.74%, Hong Kong's Hang Seng down 0.79%, China's Shanghai Composite down 0.41%, and India's BSE Sensex down 0.62% [7] Economic Indicator - The Logistics Manager's Index remained unchanged at 57.4 in October, matching the previous month's reading [9]

Palantir Technologies Inc. (PLTR) reported $1.18 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 62.8%. EPS of $0.21 for the same period compares to $0.10 a year ago.The reported revenue represents a surprise of +8.06% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.17, the EPS surprise was +23.53%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Market Overview - U.S. stocks traded lower, with the Dow Jones index falling more than 400 points, down 0.91% to 46,906.05, NASDAQ down 1.59% to 23,456.33, and S&P 500 down 1.17% to 6,772.04 [1] - Consumer staples shares increased by 0.5%, while information technology stocks decreased by 1.8% [1] Pfizer Inc. Performance - Pfizer reported better-than-expected third-quarter earnings of 87 cents, compared to $1.06 a year ago, surpassing the consensus estimate of 63 cents [2] - Third-quarter sales fell 6% year-over-year to $16.65 billion, slightly above the consensus of $16.59 billion, reflecting an operational decline of 7% [2] - Pfizer raised its fiscal 2025 adjusted earnings guidance from $2.90-$3.10 per share to $3.00-$3.15, compared to the consensus of $3.04 [3] Commodity Market - Oil prices decreased by 1.2% to $60.34, gold fell by 1.8% to $3,943.90, silver dropped 2.6% to $46.780, and copper also fell 2.6% to $4.9355 [6] European Market Performance - European shares were lower, with the eurozone's STOXX 600 declining 0.7%, Spain's IBEX 35 down 0.5%, London's FTSE 100 down 0.4%, Germany's DAX 40 down 1.2%, and France's CAC 40 down 0.9% [7] Asian Market Performance - Asian markets closed lower, with Japan's Nikkei 225 down 1.74%, Hong Kong's Hang Seng down 0.79%, China's Shanghai Composite down 0.41%, and India's BSE Sensex down 0.62% [8] Notable Stock Movements - Evoke Pharma shares surged 135% to $10.74 after announcing an acquisition agreement with QOL Medical [9] - Denny's Corporation shares rose 50% to $6.16 following an acquisition announcement valued at approximately $620 million [9] - Prelude Therapeutics shares dropped 56% to $1.7601 after signing an acquisition agreement with Incyte [9] - JELD-WEN Holding shares fell 38% to $2.61 after reporting worse-than-expected third-quarter results and cutting FY25 guidance [9]

U.S. stocks traded lower this morning, with the Dow Jones index falling more than 400 points on Tuesday.Following the market opening Tuesday, the Dow traded down 0.91% to 46,906.05 while the NASDAQ dipped 1.59% to 23,456.33. The S&P 500 also fell, dropping, 1.17% to 6,772.04.Check This Out: Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For TuesdayLeading and Lagging SectorsConsumer staples shares jumped by 0.5% on Tuesday.In trading on Tuesday, information technology stocks fell by 1.8%.Top ...

Core Insights - Arthur J. Gallagher & Co. (AJG) reported third-quarter 2025 adjusted net earnings of $2.32 per share, missing the Zacks Consensus Estimate by 7.6%, but showing a year-over-year increase of 2.7% [1][7] - The company achieved total revenues of $3.3 billion, reflecting a 21.5% year-over-year growth, although it fell short of the Zacks Consensus Estimate by 3.4% [2][7] - This quarter marked the 19th consecutive quarter of double-digit top-line growth for the company [7] Operational Update - Total revenues increased to $3.3 billion, up 21.5% year over year, driven by higher commissions, fees, and interest income [2] - Total expenses rose by 25.6% year over year to $3 billion, attributed to increased compensation and reimbursements [2] Earnings Performance - Adjusted EBITDAC grew by 22% year over year to $981.6 million, with an adjusted EBITDAC margin of 32.1% [3] - In the Brokerage segment, revenues reached $2.9 billion, a 22.7% increase year over year, although it missed the Zacks Consensus Estimate by 1.1% [4] - Risk Management revenues increased by 9.1% year over year to $401.9 million, surpassing the Zacks Consensus Estimate by 0.8% [5] Financial Update - As of September 30, 2025, total assets were $79.1 billion, up 23.1% from the end of 2024 [6] - Cash and cash equivalents decreased by 91% to $1.4 billion compared to the end of 2024 [6] - Shareholders' equity increased by 15.2% to $23 billion from December 31, 2024 [6] Acquisition Update - During the quarter, Arthur J. Gallagher completed six acquisitions with estimated annualized revenues of approximately $3,036 million [8] Industry Performance - Brown & Brown, Inc. reported third-quarter 2025 adjusted earnings of $1.05 per share, beating estimates by 16.6% with total revenues of $1.6 billion, up 35.4% year over year [10] - Willis Towers Watson Public Limited Company delivered adjusted earnings of $3.07 per share, beating estimates by 2.3%, with revenues of $2.3 billion remaining unchanged year over year [11] - Aon plc reported adjusted earnings of $3.05 per share, exceeding estimates by 5.5%, with total revenues rising 7% year over year to $4 billion [12] Future Outlook - The company anticipates mid-single-digit or higher organic growth for 2025 and beyond, with expectations for adjusted operating margin expansion and strong growth in adjusted EPS [13]

Core Insights - LPL Financial (LPLA) reported better-than-expected third-quarter 2025 results, with adjusted earnings of $5.20 per share, exceeding the Zacks Consensus Estimate of $4.47 and reflecting a 25% year-over-year growth [1][8] - The company experienced a significant revenue increase of 46.4% year over year, totaling $4.55 billion, which also surpassed the Zacks Consensus Estimate of $4.34 billion [3][8] - Total expenses rose sharply by 66.1% to $4.59 billion, primarily due to increases in all cost components except other expenses [3] Financial Performance - LPL Financial's total brokerage and advisory assets reached $2,314.5 billion, marking a 45.4% increase year over year, exceeding the estimate of $2,126.8 billion [4] - The company recorded total net new assets of $307.7 billion in the reported quarter, with client cash balances rising 21.8% year over year to $55.8 billion [4] Balance Sheet Analysis - As of September 30, 2025, total assets were $18.03 billion, reflecting a 3.2% sequential increase, while cash and cash equivalents decreased to $1.34 billion from $4.19 billion in the previous quarter [5] - Total stockholders' equity was $5.04 billion, showing a slight sequential decline [5] Strategic Outlook - LPL Financial's recruiting efforts and advisor productivity are expected to continue supporting advisory revenues, alongside strategic acquisitions and a strong balance sheet [6] - However, rising expenses and uncertainties in capital markets may negatively impact commission revenues [6] Peer Comparisons - Interactive Brokers (IBKR) reported adjusted earnings per share of 57 cents, surpassing estimates and reflecting a 42.5% year-over-year increase, driven by revenue growth and reduced expenses [7] - Charles Schwab (SCHW) achieved adjusted earnings of $1.31 per share, exceeding estimates and showing a 70% year-over-year increase, supported by strong asset management performance and higher trading revenues [9]

Core Insights - Arthur J. Gallagher & Co. reported weaker-than-expected earnings for Q3, with adjusted earnings of $2.32 per share, missing market estimates of $2.54 per share, and quarterly sales of $2.923 billion, below expectations of $3.454 billion [1] Financial Performance - The company achieved 20% total revenue growth in its combined brokerage and risk management segments, marking the 19th consecutive quarter of double-digit top-line growth [2] - Organic revenue growth was reported at 4.8%, with incremental revenue from acquisitions exceeding $450 million [2] - Net earnings margin stood at 13.8%, while adjusted EBITDAC margin was 32.1%, with adjusted EBITDAC growing by 22% [2] Analyst Ratings and Price Targets - Keefe, Bruyette & Woods analyst Meyer Shields maintained a Market Perform rating and reduced the price target from $315 to $275 [5] - Evercore ISI Group analyst David Motemaden kept an Outperform rating but lowered the price target from $370 to $353 [5]