RT Token Terminal 📊 (@tokenterminal)Stablecoin issuers are generating billions in real revenue using @ethereum as their primary settlement layer.In 2025, stablecoin issuers generated ~$5 billion in revenue from their Ethereum deployments. https://t.co/EXoWJiM3Rs ...

Stablecoin issuers are generating billions in real revenue using @ethereum as their primary settlement layer.In 2025, stablecoin issuers generated ~$5 billion in revenue from their Ethereum deployments. https://t.co/EXoWJiM3Rs ...

RT Vicki.hl (@vickydiamond21)@SkyEcosystem printed roughly $340M in revenue in 2025, putting the DAO in the top tier of crypto earners.At the same time, $USDS transfer volume jumped ~400% YoY, hitting ~$260B in Q4.That’s usage scaling, not just fees.cc; @RuneKek https://t.co/qXU4OL5zUe ...

RT Token Terminal 📊 (@tokenterminal)ICYMI: @HyperliquidX made ~$250 million in revenue in Q4 '25; Perps ($233.8m), Spot ($11.5m), and L1 ($3.7m). https://t.co/ZRzR3v4mbd ...

Core Insights - Cleveland-Cliffs Inc. is set to report quarterly earnings on February 9, 2026, with an anticipated EPS of -$0.62 and revenue of approximately $4.59 billion [1] - The expected quarterly loss of $0.62 per share represents an 8.8% improvement from the same period last year, with projected revenue of $4.62 billion marking a 6.8% year-over-year increase [2][6] - Analysts have revised the consensus EPS estimate for Cleveland-Cliffs downwards by 17.4% over the past 30 days, indicating a reevaluation of the company's financial outlook [3][6] Financial Metrics - The company has a negative P/E ratio of -4.07, indicating negative earnings, while its price-to-sales ratio is 0.42, suggesting the stock is valued at less than half of its sales per share [4] - The enterprise value to sales ratio is 0.85, reflecting its valuation relative to sales [4] - Cleveland-Cliffs has a current ratio of 2.04, indicating good short-term financial health, but a debt-to-equity ratio of 1.47 suggests a relatively high level of debt [5]

Core Viewpoint - GrafTech International is facing significant financial challenges as it prepares to release its quarterly earnings, with Wall Street projecting an EPS of -$1.27 and revenue of $140 million, indicating potential difficulties in achieving earnings expectations [1][2][6] Financial Performance - The anticipated earnings for GrafTech show a year-over-year improvement in revenues, but concerns remain about the company's ability to exceed earnings expectations [2] - GrafTech's financial metrics include a negative P/E ratio of -19.90, indicating negative earnings, and a price-to-sales ratio of 0.78, suggesting the stock is valued at 78 cents per dollar of sales [3][6] - The enterprise value to sales ratio stands at 2.62, providing insight into the company's valuation relative to its revenue [3] Liquidity and Financial Position - GrafTech maintains a strong liquidity position with a current ratio of 4.22, indicating sufficient current assets to cover liabilities [4][6] - However, the company has a negative debt-to-equity ratio of -5.87, reflecting a negative equity position and highlighting financial hurdles that need to be addressed [4][6] Upcoming Earnings Call - The upcoming earnings call is critical for investors, as management's discussion of business conditions will significantly influence future earnings expectations [5] - The sustainability of any immediate price changes will depend on the company's ability to tackle its financial challenges and leverage revenue growth [5]

Core Insights - SS&C Technologies reported revenue of $1.65 billion for the quarter ended December 2025, reflecting an 8.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.63 billion by 1.45% [1] - The company's EPS for the quarter was $1.69, up from $1.58 in the same quarter last year, exceeding the consensus EPS estimate of $1.62 by 4.48% [1] Financial Performance Metrics - Adjusted revenues from license, maintenance, and related services were $289.4 million, exceeding the three-analyst average estimate of $272.73 million, with a year-over-year change of 4.9% [4] - Adjusted revenues from software-enabled services reached $1.37 billion, slightly above the three-analyst average estimate of $1.36 billion, marking an 8.8% increase year-over-year [4] - Total revenues from license, maintenance, and related services were reported at $289.4 million, compared to the average estimate of $279.24 million based on two analysts, indicating a 5% year-over-year change [4] - Total revenues from software-enabled services were $1.36 billion, slightly above the estimated $1.35 billion by two analysts [4] Stock Performance - SS&C Technologies' shares have declined by 16.7% over the past month, contrasting with a 0.5% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Cousins Properties (CUZ) reported a revenue of $253.34 million for the quarter ended December 2025, reflecting a 15% increase year-over-year and a surprise of +0.49% over the Zacks Consensus Estimate of $252.1 million [1] - The earnings per share (EPS) for the quarter was $0.71, significantly higher than $0.09 in the same quarter last year, aligning with the consensus EPS estimate [1] Revenue Breakdown - Rental property revenues were reported at $253.34 million, exceeding the two-analyst average estimate of $244.68 million, with a year-over-year change of +15% [4] - Other revenues amounted to $1.16 million, surpassing the two-analyst average estimate of $0.8 million, but showing a significant year-over-year decline of -74.9% [4] - Fee income was reported at $0.53 million, matching the average estimate from two analysts, and representing a year-over-year increase of +9.8% [4] Stock Performance - Shares of Cousins Properties have returned +0.6% over the past month, slightly outperforming the Zacks S&P 500 composite's +0.5% 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 - O'Reilly Automotive, Inc. (ORLY) reported Q4 2025 adjusted EPS of 71 cents, missing the Zacks Consensus Estimate of 72 cents, but up from 66 cents in the prior year [1][9] - Quarterly revenues reached $4.41 billion, exceeding the Zacks Consensus Estimate of $4.40 billion, and reflecting a year-over-year increase of 7.8% [1][9] Financial Performance - Comparable store sales increased by 5.6% during the quarter, with the company opening 47 new stores across the U.S., Mexico, and Canada, bringing the total store count to 6,585 as of December 31, 2025 [2][9] - Selling, general, and administrative expenses rose by 7% year over year to $1.46 billion, while operating income increased by 12% to $829 million [3] - Net income for the quarter was $605 million, up from $551 million in the same quarter last year [3] Share Repurchase and Cash Flow - O'Reilly repurchased 5.2 million shares for $500 million at an average price of $96.69 per share during the quarter, with an additional 1.4 million shares repurchased for $134 million at an average price of $93.86 per share by February 4, 2026 [4] - As of December 31, 2025, cash and cash equivalents were $193.8 million, an increase from $130.2 million a year earlier, while long-term debt rose to $6.02 billion from $5.52 billion [5] - Cash generated from operating activities was $633.4 million, compared to $624.5 million in the previous year, with free cash flow increasing by 9.5% year over year to $362.2 million [6] 2026 Outlook - For 2026, O'Reilly projects total revenues between $18.7 billion and $19 billion, up from $17.8 billion in 2025, with EPS expected to be in the range of $3.10 to $3.20 compared to $2.97 in 2025 [7] - Comparable store sales are anticipated to grow by 3-5%, and free cash flow is expected to be between $1.8 billion and $2.1 billion [7] - The company plans to open 225-235 new stores in 2026 [7] Market Position - O'Reilly currently holds a Zacks Rank 3 (Hold), while competitors such as Ford Motor, Modine Manufacturing, and PHINIA Inc. have a Zacks Rank 1 (Strong Buy) [8]

Core Insights - Canadian National Railway Company (CNI) reported strong fourth-quarter 2025 results, with earnings and revenues exceeding expectations, leading to a 2.8% stock price increase since the earnings release on January 30 [2][8]. Financial Performance - Earnings per share were $1.49 (C$2.03), surpassing the Zacks Consensus Estimate by 4.2% and reflecting a 14.6% year-over-year increase [3]. - Revenues reached $3.20 billion (C$4.46 billion), exceeding the Zacks Consensus Estimate by 0.5% and rising 2.8% year over year [3]. - Revenue ton-miles (RTMs) increased by 4% year over year, while carloads rose by 2.9% [3][8]. - Operating expenses remained flat at $2.73 billion year over year, attributed to effective cost-cutting measures [4]. - Operating income grew by 6% compared to the fourth quarter of 2024, with the operating ratio improving by 140 basis points to 61.2% [4][8]. Segment Performance - Freight revenues, which accounted for 97% of total revenues, increased by 3% year over year [5]. - Specific freight revenue growth included petroleum and chemicals (4%), grain and fertilizers (6%), intermodal (10%), and automotive (4%), while metals and minerals, forest products, and coal saw declines of 4%, 8%, and 1%, respectively [5][6]. Liquidity and Capital Management - CNI ended Q4 2025 with cash and cash equivalents of C$350 million, down from C$389 million at the end of Q4 2024 [7]. - Long-term debt increased to C$20.3 billion from C$19.7 billion year over year [7]. - CNI generated C$2.23 billion from operating activities, with free cash flow reported at C$995 million [7]. Dividend and Share Buyback - The board approved a 3% increase in the 2026 dividend, raising it to C$0.9150 per share, marking the 30th consecutive year of dividend increases [8]. - A new normal course issuer bid was approved, allowing the purchase of up to 24 million common shares for cancellation between February 4, 2026, and February 3, 2027 [9]. Outlook - For full-year 2026, CNI expects adjusted earnings per share growth to slightly exceed volume growth, with planned capital investments of approximately C$2.8 billion [10]. - Volume growth in terms of RTMs is anticipated to remain flat [10].