Core Insights - Jacobs Solutions Inc. reported better-than-expected fourth-quarter earnings with gross revenue of $3.2 billion, a 6.6% increase year-over-year, and adjusted net revenue of $2.2 billion, up 5.8% [1] - Adjusted EPS for the quarter was $1.75, surpassing the estimate of $1.68, while revenue of $3.155 billion exceeded the $2.261 billion estimate [1] - The company provided fiscal 2026 guidance for adjusted EPS of $6.90 to $7.30, above the Wall Street estimate of $6.07, and expects adjusted net revenue of $9.217 billion to $9.564 billion, compared to the $8.989 billion estimate [2] Analyst Ratings and Price Targets - Baird analyst downgraded Jacobs from Outperform to Neutral, lowering the price target from $161 to $146 [5] - B of A Securities maintained a Neutral rating and cut the price target from $147 to $141 [5] - RBC Capital maintained an Outperform rating but reduced the price target from $157 to $156 [5] - Wells Fargo maintained an Equal-Weight rating and lowered the price target from $160 to $130 [5] - Truist Securities maintained a Hold rating and cut the price target from $163 to $152 [5]

Core Insights - Valvoline Inc reported disappointing earnings for Q4, with earnings per share at 45 cents, missing the analyst consensus estimate of 47 cents, and quarterly sales of $453.800 million, which also fell short of the consensus estimate of $454.919 million [1] - The company projects FY2026 adjusted EPS between $1.60 and $1.70, with sales expected to be between $2.000 billion and $2.100 billion [1] Management Commentary - Lori Flees, President and CEO, expressed gratitude towards franchise partners and the team of over 11,000, highlighting their role in driving growth and the company's strong positioning for fiscal 2026 [2] - The company received FTC approval for the acquisition of Breeze Autocare, expecting to close the transaction on December 1st [2] Stock Performance - Following the earnings announcement, Valvoline shares fell by 1% to trade at $30.34 [2] Analyst Reactions - Goldman Sachs maintained a Buy rating but lowered the price target from $47 to $41 [5] - Baird maintained an Outperform rating with a reduced price target from $44 to $40 [5] - RBC Capital kept an Outperform rating while cutting the price target from $48 to $44 [5] - Wells Fargo maintained an Overweight rating and reduced the price target from $42 to $38 [5] - TD Cowen maintained a Buy rating and slashed the price target from $45 to $37 [5]

Group 1 - Darden Restaurants reported first-quarter earnings of $1.97 per share, missing the analyst consensus estimate of $2.00 per share [1] - Quarterly sales were $3.004 billion, which also fell short of the analyst consensus estimate of $3.040 billion [1] - Darden's President & CEO Rick Cardenas noted a strong start to the fiscal year with same-restaurant sales and earnings growth exceeding expectations [1] Group 2 - Darden reaffirmed its fiscal 2026 adjusted EPS guidance at $10.50–$10.70, compared to the $10.68 consensus estimate [2] - The company raised its fiscal 2026 sales outlook to $12.983 billion–$13.104 billion from a previous range of $12.922 billion–$13.043 billion, against the $13.078 billion Street estimate [2] - Following the earnings announcement, Darden shares fell 7.7% to close at $192.74 [2] Group 3 - BTIG analyst Peter Saleh maintained a Buy rating on Darden but lowered the price target from $235 to $225 [7] - TD Cowen analyst Andrew M. Charles maintained a Hold rating and cut the price target from $235 to $200 [7] - Keybanc analyst Eric Gonzalez maintained an Overweight rating while lowering the price target from $240 to $225 [7]