Core Viewpoint - Agilent Technologies has experienced a 12% decline in share price over the past month, underperforming the S&P 500, raising questions about its future performance leading up to the next earnings release [1] Financial Performance - Agilent reported Q4 fiscal 2025 earnings of $1.59 per share, matching estimates and reflecting an 8.9% year-over-year increase [2] - Revenues reached $1.86 billion, exceeding estimates by 1.49%, with a reported increase of 9.4% and a core increase of 7.2% year-over-year [2] Segment Performance - Life Sciences and Diagnostics Markets Group (LDG) generated $755 million, accounting for 40.6% of total revenues, with a reported increase of 15% and a core increase of 11% year-over-year [3] - Agilent CrossLab Group (ACG) also reported revenues of $755 million, contributing 40.6% to total revenues, with a reported growth of 7% and a core growth of 6% year-over-year [4] - Applied Markets Group (AMG) revenues increased by 4% year-over-year to $351 million, representing 18.9% of total revenues, with a core increase of 3% [4] Operating Results - Gross margins for LDG, ACG, and AMG segments contracted, with LDG at 52.9% (down 90 bps), ACG at 54.9% (down 140 bps), and AMG at 54.6% (down 40 bps) year-over-year [5] - Non-GAAP operating margin for Q4 was 27.1%, a contraction of 30 bps year-over-year, with LDG's margin increasing to 22.7% (up 130 bps), while ACG and AMG margins decreased [7] Expenses - R&D expenses on a non-GAAP basis were $116 million, up 6.4% year-over-year, while SG&A expenses rose to $386 million, marking a 6.6% increase [6] - As a percentage of revenues, R&D expenses fell to 6.2% (down 20 bps), and SG&A expenses decreased to 20.7% (down 50 bps) year-over-year [6] Balance Sheet - As of October 31, 2025, Agilent's cash and cash equivalents increased to $1.78 billion from $1.54 billion as of July 31, 2025 [8] - Long-term debt decreased to $3.05 billion from $3.35 billion over the same period [8] Guidance - For Q1 fiscal 2026, Agilent expects revenues between $1.79 billion and $1.82 billion, indicating a 6% to 8% increase on a reported basis and 4% to 6% on a core basis [10] - For fiscal 2026, the revenue guidance is set between $7.3 billion and $7.4 billion, implying a 5% to 7% increase on a reported basis and 4% to 6% on a core basis, with non-GAAP earnings expected between $5.86 and $6.00 per share [10] Market Sentiment - Recent estimates for Agilent have trended downward, indicating a shift in market sentiment [11] - The company currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13]

U.S. stocks traded higher this morning, with the Dow Jones index gaining around 400 points on Thursday.The Dow traded up 0.84% to 48,289.58 while the NASDAQ jumped 1.53% to 23,040.25. The S&P 500 also rose, gaining, 1.09% to 6,794.36.Check This Out: Wall Street’s Most Accurate Analysts Give Their Take On 3 Materials Stocks Delivering High-Dividend YieldsLeading and Lagging SectorsConsumer discretionary shares rose by 1.6% on Thursday.In trading on Thursday, energy stocks fell by 0.8%.Top HeadlineAccenture ( ...

Earnings per Share (EPS) of -$0.31, missing estimates.Actual revenue of approximately $50.3 million, below expectations.Year-over-year system sales increase of 12.8%.TH International Limited, known as Tims China, trades on the NASDAQ:THCH. It operates Tim Hortons coffee shops in China. On December 9, 2025, THCH reported its earnings before the market opened. The company had an earnings per share (EPS) of -$0.31, which was lower than the estimated EPS of -$0.14. Additionally, THCH's actual revenue was approx ...

Core Insights - Ollie's Bargain Outlet reported revenue of $613.62 million for the quarter ended October 2025, marking an 18.6% year-over-year increase and an EPS of $0.75 compared to $0.58 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $615.68 million by 0.33%, while the EPS exceeded the consensus estimate of $0.71 by 5.63% [1] Financial Performance - Comparable store sales change was 3.3%, slightly below the estimated 3.8% by analysts [4] - The number of stores at the end of the period was 645, surpassing the average estimate of 640 [4] - The company opened 32 new stores, exceeding the average estimate of 27 [4] - Average Net Sales per Store were $0.95 million, below the average estimate of $0.99 million [4] Stock Performance - Ollie's Bargain Outlet shares have returned -6.1% over the past month, contrasting with the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Ulta Beauty reported revenue of $2.86 billion for the quarter ended October 2025, reflecting a 13% increase year-over-year, and EPS remained stable at $5.14 compared to the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.72 billion by 4.95%, and the EPS surpassed the consensus estimate of $4.56 by 12.72% [1] Financial Performance - Comparable sales increased by 6.3%, outperforming the average estimate of 3.5% from nine analysts [4] - Total stores open at the end of the quarter reached 1,500, exceeding the average estimate of 1,494 from seven analysts [4] - Total gross square footage at the end of the quarter was 15,588.93 thousand square feet, slightly above the average estimate of 15,522.33 thousand square feet [4] - The company opened 28 new stores during the quarter, surpassing the average estimate of 20 from six analysts [4] - Net sales per average total square footage were $183.31, exceeding the average estimate of $178.08 from four analysts [4] Category Performance - Net Sales by Primary Category - Other: 2%, matching the average estimate [4] - Net Sales by Primary Category - Services: 3%, slightly below the average estimate of 4% [4] - Net Sales by Primary Category - Fragrance: 11%, exceeding the average estimate of 10.5% [4] - Net Sales by Primary Category - Haircare: 19%, slightly below the average estimate of 19.5% [4] - Net Sales by Primary Category - Cosmetics: 41%, above the average estimate of 40.8% [4] Stock Performance - Ulta's shares returned +4.4% over the past month, compared to a +0.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Ulta Beauty (NASDAQ: ULTA) reported third quarter fiscal 2026 results after market close on December 4, 2025, and investors liked what they saw. ...

Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [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 Viewpoint - Ensign Group reported strong Q3 2025 earnings, beating estimates and showing significant year-over-year growth in both revenue and adjusted EPS, despite a recent decline in share price [1][2][11]. Financial Performance - Adjusted EPS for Q3 2025 was $1.64, exceeding the Zacks Consensus Estimate by 3.1% and improving 18% year over year [2]. - Operating revenues increased by 19.8% year over year to $1.3 billion, surpassing the consensus mark by 2.5% [2]. - Adjusted net income rose to $96.5 million, an 18.9% increase year over year [4]. Operational Metrics - Same-facilities occupancy improved by 210 basis points, while transitioning-facilities occupancy increased by 360 basis points year over year [4]. - Skilled services segment revenues reached $1.2 billion, growing 19.9% year over year, supported by higher occupancy rates and improved patient days [5]. Segment Performance - Rental revenues climbed 33.5% year over year to $32.6 million, aided by buyouts, with segment income advancing 32.3% year over year [6]. - Total expenses increased by 20.9% year over year to $1.2 billion, exceeding estimates by 3.6% [4]. Financial Position - As of September 30, 2025, cash and cash equivalents were $443.7 million, down 4.5% from the end of 2024 [7]. - Total assets increased by 11.9% year over year to $5.2 billion [7]. - Long-term debt decreased by 2.1% to $138.6 million, while total equity rose by 15.3% to $2.1 billion [8]. Capital Deployment - No share buybacks occurred in Q3 2025, but dividends paid in the first nine months totaled $10.8 million [10]. Future Outlook - Revenue guidance for 2025 has been raised to between $5.05 billion and $5.07 billion, indicating an 18.8% improvement from 2024 [11]. - Adjusted EPS is now anticipated to be between $6.48 and $6.54 for 2025, reflecting an 18.4% growth from the previous year [11]. - The stock has a Zacks Rank 2 (Buy), with upward trends in estimates suggesting potential for above-average returns in the coming months [15].

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones increasing by approximately 250 points, up 0.55% to 47,550.31, the NASDAQ rising 0.79% to 23,458.73, and the S&P 500 gaining 0.40% to 6,839.62 [1] - Information technology shares saw a notable increase of 1.1%, while energy stocks declined by 1.4% [1] Company Performance - Signet Jewelers Limited (NYSE:SIG) reported a stronger-than-expected quarter, with stock falling around 4% despite higher earnings and wider margins, attributed to firm pricing, improved assortments, and tighter cost controls [2] - The company achieved quarterly sales of $1.391 billion, reflecting a 3.1% year-over-year increase, surpassing the expected $1.370 billion [3] - Adjusted earnings per share for the third quarter were reported at 63 cents, exceeding the anticipated 29 cents [3] Notable Stock Movements - Polyrizon Ltd (NASDAQ:PLRZ) shares surged 101% to $6.36 following the announcement of a manufacturing upscaling milestone for its nasal-spray product platform [9] - Eventbrite Inc (NYSE:EB) shares increased by 79% to $4.44 after the announcement of its acquisition by Bending Spoons for approximately $500 million [9] - Mongodb Inc (NASDAQ:MDB) shares rose 25% to $412.22 after reporting better-than-expected third-quarter results and raising its FY26 guidance above estimates [9] - Janux Therapeutics Inc (NASDAQ:JANX) shares fell 47% to $17.91 following the release of updated interim data for its JANX007 [9] - Vestis Corp (NYSE:VSTS) shares decreased by 17% to $5.58 after reporting mixed fourth-quarter results and announcing a multi-year restructuring plan [9] - American Bitcoin Corp (NASDAQ:ABTC) shares dropped 42% to $2.06 [9]

It has been about a month since the last earnings report for Berkshire Hathaway B (BRK.B) . Shares have added about 7.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Berkshire Hathaway B due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Berkshire Hathaway Q3 Earni ...