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UL Solutions Inc. (ULS) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-19 14:21
Core Insights - UL Solutions Inc. reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and showing an increase from $0.49 per share a year ago, resulting in an earnings surprise of +15.22% [1] - The company achieved revenues of $789 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.70% and increasing from $739 million year-over-year [2] - UL Solutions has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +19.15%, with actual earnings of $0.56 per share compared to an expected $0.47 per share [1] - The current consensus EPS estimate for the upcoming quarter is $0.42, with projected revenues of $740.08 million, while the estimate for the current fiscal year is $2.06 on $3.21 billion in revenues [7] Stock Performance and Outlook - UL Solutions shares have declined approximately 9.7% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Business - Services industry, to which UL Solutions belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact UL Solutions' stock performance [5]
Americold Realty Trust Inc. (COLD) Surpasses Q4 FFO Estimates
ZACKS· 2026-02-19 13:55
Core Viewpoint - Americold Realty Trust Inc. reported quarterly funds from operations (FFO) of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and showing a year-over-year increase from $0.37 per share [1] Group 1: Financial Performance - The company posted revenues of $658.45 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, and down from $666.43 million a year ago [2] - Over the last four quarters, Americold Realty Trust has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Americold Realty Trust shares have declined approximately 6.7% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus FFO estimate for the upcoming quarter is $0.29 on revenues of $631.51 million, and for the current fiscal year, it is $1.24 on revenues of $2.63 billion [7] Group 3: Industry Context - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 32% of over 250 Zacks industries, indicating potential challenges for the sector [8]
GoDaddy to Report Q4 Earnings: What's in the Cards for the Stock?
ZACKS· 2026-02-19 13:35
Core Insights - GoDaddy (GDDY) is set to report its fourth-quarter 2025 results on February 24, with expected revenues between $1.26 billion and $1.28 billion, indicating a 6% growth at the mid-point compared to the previous year [2][10] - The Zacks Consensus Estimate for fourth-quarter revenues is $1.27 billion, suggesting a 6.39% year-over-year increase, while the consensus for earnings is $1.58 per share, reflecting an 11.27% growth from the prior year's figure [3] Revenue Expectations - GoDaddy anticipates Applications & Commerce (A&C) revenue growth in the low to mid-teens, with A&C revenues estimated at $499.1 million, indicating a 13.1% year-over-year rise [5] - Core platform revenues are expected to reach $769.5 million, suggesting a 2.4% year-over-year growth [5] Business Drivers - The company is expected to benefit from strong adoption of high-margin subscriptions, including GoDaddy Capital, Rate Saver, and Faster Payouts, which are designed to help entrepreneurs streamline operations and reduce costs [6] - GoDaddy Airo and Ask Airo tools are driving better attachment rates, higher average order sizes, and improved retention, with bookings estimated at $1.31 billion, suggesting a 6.8% year-over-year growth [7][10] Challenges - Despite positive growth indicators, GoDaddy faces challenges such as macroeconomic conditions, foreign exchange impacts, contract expirations, and customer renewal headwinds [7][10] Earnings Outlook - According to the Zacks model, GoDaddy currently has an Earnings ESP of 0.00% and a Zacks Rank of 2, indicating a moderate outlook for an earnings beat [8]
Will EverQuote's Beat Streak Continue This Earnings Season?
ZACKS· 2026-02-19 13:31
Core Insights - EverQuote, Inc. (EVER) is anticipated to show improvements in both revenue and earnings for the fourth quarter of 2025, with revenue estimates at $177.04 million, reflecting a 20% year-over-year growth, and earnings estimated at 35 cents per share, indicating a 6% increase year-over-year [1]. Revenue Expectations - The revenue for EverQuote is projected to be between $174 million and $180 million, suggesting a 20% year-over-year growth at the midpoint [4]. - The automotive vertical is expected to contribute significantly, with a Zacks Consensus Estimate of $164 million, driven by increased carrier spending for referrals from major customers [5]. - The Home and Renters vertical is also expected to benefit from higher carrier spending, with a consensus estimate of $12.95 million [5]. Marketing and Expenses - Variable marketing dollars are expected to be between $46 million and $48 million, indicating a 7% year-over-year growth at the midpoint, with a consensus estimate of $47.33 million [6]. - The variable marketing margin is projected to decrease due to competitive pricing pressures, with a consensus estimate of 26.7% [6]. - Total costs and operating expenses are likely to rise due to increased sales and marketing, research and development, and general and administrative expenses [7]. Share Buybacks - Continued share buybacks are expected to positively impact the bottom line in the upcoming quarter [7].
Deere (DE) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2026-02-19 13:15
Core Insights - Deere (DE) reported quarterly earnings of $2.42 per share, exceeding the Zacks Consensus Estimate of $1.92 per share, but down from $3.19 per share a year ago, resulting in an earnings surprise of +26.21% [1] - The company achieved revenues of $8 billion for the quarter, surpassing the Zacks Consensus Estimate by 5.22%, compared to $6.81 billion in the same quarter last year [2] - Deere's stock has increased by approximately 27.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.55, with projected revenues of $11.32 billion, and for the current fiscal year, the EPS estimate is $16.82 on revenues of $40 billion [7] - The trend of estimate revisions for Deere was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Manufacturing - Farm Equipment industry, to which Deere belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Alamo Group (ALG), another company in the same industry, is expected to report quarterly earnings of $2.06 per share, reflecting a year-over-year decline of -13.8%, with revenues projected at $399.6 million, up 3.7% from the previous year [9][10]
Avino Silver (ASM) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2026-02-19 00:16
Core Viewpoint - Avino Silver (ASM) has shown strong stock performance, significantly outperforming both the S&P 500 and the Basic Materials sector over the past month, with a notable increase in stock price and positive earnings expectations for the upcoming quarter [1][2][3]. Group 1: Stock Performance - Avino Silver's stock closed at $9.22, reflecting a 2.56% increase from the previous trading session, outperforming the S&P 500's gain of 0.56% [1]. - The stock has risen by 28.43% in the past month, while the Basic Materials sector gained 7.08% and the S&P 500 experienced a loss of 1.27% [1]. Group 2: Earnings Forecast - The upcoming earnings disclosure is anticipated to show an EPS of $0.06, which represents a 14.29% decrease compared to the same quarter last year [2]. - Quarterly revenue is projected to be $29.1 million, indicating a 19.36% increase from the previous year [2]. Group 3: Full Year Estimates - For the full year, earnings are expected to be $0.17 per share, reflecting a 13.33% increase from the previous year, with revenue projected at $90.3 million, a 36.45% increase [3]. - Recent analyst estimate revisions suggest a positive outlook for the business, as these changes often correlate with short-term stock movements [3][4]. Group 4: Zacks Rank and Valuation - Avino Silver currently holds a Zacks Rank of 2 (Buy), with the consensus EPS estimate rising by 25.86% over the past month [5]. - The company has a Forward P/E ratio of 24.63, which is higher than the industry's Forward P/E of 16.53, indicating a premium valuation [6]. Group 5: Industry Context - The Mining - Silver industry, part of the Basic Materials sector, is currently ranked 11th by Zacks, placing it in the top 5% of over 250 industries [6]. - The Zacks Industry Rank suggests that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1, indicating a favorable environment for Avino Silver [7].
ChargePoint Holdings, Inc. (CHPT) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2026-02-19 00:16
Company Performance - ChargePoint Holdings, Inc. (CHPT) experienced a daily increase of +1.36%, closing at $5.95, outperforming the S&P 500's gain of 0.56% [1] - Over the past month, the company's shares have declined by 11.99%, which is significantly worse than the Auto-Tires-Trucks sector's loss of 2.23% and the S&P 500's loss of 1.27% [1] Upcoming Financial Results - ChargePoint is set to announce its earnings on March 4, 2026, with an expected EPS of -$1.07, reflecting a growth of 10.83% compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $104.61 million, indicating a 2.67% increase from the previous year [2] Full Year Projections - For the full year, the Zacks Consensus Estimates predict an EPS of -$5.08 and revenue of $406.51 million, showing changes of +33.16% and -2.54% respectively from the prior year [3] Analyst Estimates and Market Sentiment - Recent changes to analyst estimates for ChargePoint are crucial as they reflect short-term business trends, with positive revisions indicating a favorable outlook on the company's health and profitability [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks ChargePoint Holdings, Inc. at 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [6] Industry Context - ChargePoint operates within the Automotive - Original Equipment industry, which is part of the Auto-Tires-Trucks sector, currently holding a Zacks Industry Rank of 135, placing it in the bottom 45% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]
Industrial Logistics Properties Trust (ILPT) Surpasses Q4 FFO and Revenue Estimates
ZACKS· 2026-02-19 00:01
分组1 - Industrial Logistics Properties Trust (ILPT) reported quarterly funds from operations (FFO) of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing an increase from $0.13 per share a year ago, resulting in an FFO surprise of +3.57% [1] - The company posted revenues of $113.91 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.35%, and an increase from $110.52 million in the previous year [2] - The stock has underperformed the market with a loss of about 0.4% since the beginning of the year, compared to the S&P 500's zero return [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.30 on revenues of $111.79 million, and for the current fiscal year, it is $1.14 on revenues of $446.67 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 32% of over 250 Zacks industries, indicating potential challenges for the sector [8] - The estimate revisions trend for ILPT was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]
AST SpaceMobile, Inc. (ASTS) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2026-02-19 00:01
Company Performance - AST SpaceMobile, Inc. (ASTS) closed at $84.43, with a +1.69% change from the previous day, outperforming the S&P 500 which gained 0.56% [1] - Over the past month, shares of ASTS have decreased by 26.16%, while the Computer and Technology sector lost 4.09% and the S&P 500 lost 1.27% [1] Earnings Forecast - The upcoming earnings report for AST SpaceMobile is expected to show an EPS of -$0.18, indicating a 50% decline compared to the same quarter last year [2] - Revenue is projected at $40.69 million, reflecting a significant increase of 2019.17% from the equivalent quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at -$1.07 per share, representing a decline of 62.12% from the prior year, while revenue is expected to be $57.29 million, showing an increase of 1196.79% [3] Analyst Revisions - Recent revisions to analyst forecasts for AST SpaceMobile should be monitored, as they reflect short-term business trends and analysts' confidence in performance [4] - Changes in estimates are correlated with near-term stock prices, indicating the importance of these revisions [5] Zacks Rank and Industry Performance - AST SpaceMobile currently holds a Zacks Rank of 5 (Strong Sell), with a 22.01% downward shift in the consensus EPS estimate over the past month [6] - The Wireless Equipment industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 81, placing it in the top 34% of over 250 industries [7]
Radian (RDN) Q4 Earnings and Revenues Surpass Estimates
ZACKS· 2026-02-19 00:01
分组1 - Radian reported quarterly earnings of $1.16 per share, exceeding the Zacks Consensus Estimate of $1.11 per share, and showing an increase from $1.09 per share a year ago, resulting in an earnings surprise of +4.51% [1] - The company achieved revenues of $301.67 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.13%, although this represents a decline from year-ago revenues of $312.37 million [2] - Radian has surpassed consensus EPS estimates in all four of the last quarters, but has only topped consensus revenue estimates once during the same period [2] 分组2 - The stock has underperformed the market, losing about 9.1% since the beginning of the year, while the S&P 500 has shown a zero return [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $302.3 million, and for the current fiscal year, it is $4.50 on revenues of $1.22 billion [7] 分组3 - The Zacks Industry Rank indicates that the Insurance - Multi line sector is currently in the bottom 32% of over 250 Zacks industries, suggesting that the performance of Radian's stock may be influenced by the overall industry outlook [8] - James River Group, another company in the same industry, is expected to report quarterly earnings of $0.31 per share, reflecting a year-over-year change of +131.3%, with revenues anticipated to be $176.8 million, up 39.5% from the previous year [9][10]