Vertiv Holdings Co (NYSE:VRT) reported better-than-expected third-quarter fiscal 2025 results on Wednesday.Net sales rose 29% year-over-year (Y/Y) to $2.68 billion, beating the consensus of $2.56 billion. Adjusted EPS stood at $1.24, beating the consensus of $0.99.For fiscal 2025, Vertiv Holdings lifted its adjusted EPS guidance to $4.07–$4.13, up from $3.75–$3.85 and above the $3.81 consensus estimate. The company also raised its 2025 sales outlook to $10.16 billion–$10.24 billion, compared with the prior ...

Core Insights - BlackBerry Limited reported strong second-quarter results, with earnings of $0.04 per share, surpassing the analyst consensus estimate of $0.01, and quarterly revenue of $129.6 million, a 3% increase year-over-year, exceeding the Street estimate of $122.1 million [1] Group 1: Earnings and Revenue Expectations - For the third quarter, BlackBerry anticipates earnings per share between 2 cents and 4 cents, compared to the consensus estimate of 3 cents, and expects sales to range from $132 million to $140 million, against the consensus estimate of $137.73 million [2] - The company projects FY26 adjusted earnings per share of 11 cents to 15 cents, up from the prior estimate of 8 cents to 10 cents, and expects sales between $519 million and $541 million, revised from the previous range of $508 million to $538 million, compared to the consensus estimate of $530.61 million [3] Group 2: Stock Performance and Analyst Ratings - Following the earnings announcement, BlackBerry shares increased by 5.7% to $4.9150 [3] - Analyst Luke Junk from Baird maintained a Neutral rating on BlackBerry and raised the price target from $5 to $5.5, while RBC Capital analyst Paul Treiber maintained a Sector Perform rating and increased the price target from $4 to $4.5 [8]

Core Insights - Macy's Inc. reported better-than-expected second-quarter earnings, with net sales of $4.81 billion, down 2.5% year over year, surpassing both consensus and management guidance [1][2] - The company raised its fiscal 2025 earnings guidance from $1.60-$2.00 to $1.70-$2.05, and sales guidance from $21 billion-$21.4 billion to $21.15 billion-$21.45 billion [3] Financial Performance - Adjusted earnings per share were 41 cents, exceeding the consensus of 18 cents and last year's 53 cents, and surpassing management's guidance of 15-20 cents [1][2] - The retailer's second-quarter performance was driven by the strongest comparable sales growth in 12 quarters, particularly in Macy's Reimagine 125 locations, Bloomingdale's, and Bluemercury [2] Stock Market Reaction - Following the earnings announcement, Macy's shares gained 4%, trading at $16.92 [3] - Analysts adjusted their price targets for Macy's, with Jefferies raising it from $14.5 to $18.5, while UBS raised it from $6 to $6.5 [8]

Core Insights - Jabil Inc. reported better-than-expected third-quarter results with adjusted earnings per share of $2.55, surpassing the analyst consensus estimate of $2.31, and quarterly sales of $7.83 billion, exceeding the consensus estimate of $7.06 billion [1] Financial Projections - For the fourth quarter, Jabil projects net revenues between $7.10 billion and $7.80 billion, compared to a consensus of $7.19 billion, and anticipates adjusted EPS of $2.64 to $3.04 against a consensus of $2.74 [2] - For fiscal 2025, Jabil expects revenues of $29.0 billion, above the consensus of $28.0 billion, and anticipates adjusted EPS of $9.33, exceeding the consensus of $8.97 [3] Stock Performance - Following the earnings announcement, Jabil shares rose by 4.1% to trade at $204.98 [3] Analyst Ratings and Price Targets - UBS analyst David Vogt maintained a Neutral rating and raised the price target from $157 to $208 [5] - JP Morgan analyst Samik Chatterjee maintained an Overweight rating and increased the price target from $180 to $214 [5] - Goldman Sachs analyst Mark Delaney maintained a Buy rating and raised the price target from $188 to $215 [5] - Raymond James analyst Melissa Fairbanks reiterated a Strong Buy rating and increased the price target from $170 to $230 [5]