Core Insights - Nvidia reported revenue of $57.01 billion for the quarter ended October 2025, marking a 62.5% increase year-over-year and exceeding the Zacks Consensus Estimate of $54.74 billion by 4.14% [1] - The company's EPS was $1.30, up from $0.81 in the same quarter last year, also surpassing the consensus estimate of $1.24 by 4.84% [1] Revenue Breakdown - Data Center revenue reached $51.22 billion, exceeding the nine-analyst average estimate of $49.07 billion, with a year-over-year increase of 66.4% [4] - Professional Visualization revenue was $760 million, surpassing the estimated $629.02 million, reflecting a 56.4% year-over-year growth [4] - Automotive revenue totaled $592 million, slightly below the average estimate of $615.05 million, but still showing a 31.9% increase year-over-year [4] - OEM and Other revenue was $174 million, exceeding the average estimate of $156.94 million, with a significant year-over-year change of 79.4% [4] - Gaming revenue was reported at $4.27 billion, below the average estimate of $4.58 billion, but still representing a 30.1% year-over-year increase [4] Stock Performance - Nvidia's shares returned +0.1% over the past month, while the Zacks S&P 500 composite declined by -0.6%, indicating relative outperformance [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for further outperformance in the near term [3]

Core Insights - Dolby Laboratories reported revenue of $307.02 million for the quarter ended September 2025, reflecting a year-over-year increase of 0.7% and a surprise of +0.54% over the Zacks Consensus Estimate of $305.38 million [1] - The company's EPS for the quarter was $0.99, which is an increase from $0.81 in the same quarter last year, resulting in an EPS surprise of +41.43% compared to the consensus estimate of $0.70 [1] Revenue Breakdown - Licensing revenue was $281.63 million, slightly above the estimated $280.87 million, but down 0.4% year-over-year [4] - Products and services revenue reached $25.4 million, exceeding the estimated $24.5 million, marking a significant increase of 14.9% compared to the previous year [4] - Revenue from the PC licensing market was $28.65 million, surpassing the estimate of $27.12 million, but down 15.9% year-over-year [4] - Other licensing market revenue was $60.14 million, below the estimated $78.82 million, reflecting a decrease of 3.2% from the prior year [4] - Consumer Electronics (CE) licensing revenue was $35.04 million, exceeding the estimate of $30.72 million, but down 16.6% year-over-year [4] - Broadcast licensing revenue was $107.17 million, significantly above the estimate of $91.88 million, showing an increase of 11.9% year-over-year [4] - Mobile licensing revenue was $50.63 million, slightly below the estimate of $53.77 million, with a year-over-year increase of 4% [4] Stock Performance - Over the past month, Dolby Laboratories' shares have returned -6.2%, contrasting with the Zacks S&P 500 composite's +0.2% 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 - TEGNA Inc. reported a revenue of $650.79 million for the quarter ended September 2025, reflecting a year-over-year decline of 19.3% and an EPS of $0.33 compared to $0.94 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $659.69 million, resulting in a surprise of -1.35%, while the EPS also missed the consensus estimate of $0.35 by -5.71% [1] Revenue Breakdown - Political revenue was reported at $9.88 million, below the two-analyst average estimate of $10.65 million, marking a significant year-over-year decline of 92.2% [4] - Distribution revenue amounted to $358.45 million, slightly below the average estimate of $360.72 million from two analysts [4] - Advertising & Marketing Services revenue was $273.38 million, compared to the estimated $279.23 million, representing a year-over-year decrease of 12.7% [4] - Other revenues were reported at $9.08 million, slightly below the average estimate of $9.15 million, with a year-over-year decline of 19.9% [4] Stock Performance - TEGNA's shares have returned -0.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of +0.3% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - JFrog Ltd. reported revenue of $136.91 million for the quarter ended September 2025, marking a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate of $128.4 million by 6.63% [1] - The company achieved an EPS of $0.22, up from $0.15 a year ago, representing a surprise of 37.5% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - The number of customers with over $100k in ARR increased to 1,121, surpassing the average estimate of 1,107 [4] - Revenue from self-managed licenses was reported at $8.02 million, exceeding the average estimate of $5.71 million, reflecting a year-over-year change of 43.9% [4] - Subscription revenue from self-managed and SaaS reached $128.89 million, compared to the average estimate of $122.5 million, representing a year-over-year increase of 24.6% [4] - SaaS subscription revenue was reported at $63.38 million, exceeding the average estimate of $58.03 million, with a year-over-year growth of 49.6% [4] - Revenue from self-managed subscriptions was $65.52 million, slightly above the estimated $64.53 million [4] - Revenue from self-managed subscriptions totaled $73.53 million, surpassing the average estimate of $70.29 million, reflecting a year-over-year increase of 10.2% [4] Stock Performance - JFrog's shares have returned -1.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Docebo Inc. reported revenue of $61.62 million for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and a surprise of +0.9% over the Zacks Consensus Estimate of $61.07 million [1] - The company's EPS for the quarter was $0.34, up from $0.27 in the same quarter last year, with an EPS surprise of +3.03% compared to the consensus estimate of $0.33 [1] Financial Performance Metrics - Docebo's customer count was 3,978, slightly below the two-analyst average estimate of 4,012 [4] - Annual Recurring Revenue (ARR) stood at $235.6 million, compared to the average estimate of $236.89 million from two analysts [4] - Revenue from Professional Services was reported at $3.58 million, exceeding the average estimate of $2.76 million based on four analysts, representing a year-over-year increase of +26.9% [4] - Subscription Revenue reached $58.05 million, slightly below the four-analyst average estimate of $58.17 million, with a year-over-year growth of +10.3% [4] Stock Performance - Over the past month, Docebo's shares have returned -11.3%, contrasting with the Zacks S&P 500 composite's -0.2% 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 Insights - DraftKings reported $1.14 billion in revenue for Q3 2025, a year-over-year increase of 4.4% [1] - The EPS for the same period was -$0.26, an improvement from -$0.60 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of $1.21 billion, resulting in a surprise of -5.26% [1] - The company experienced an EPS surprise of -8.33%, with the consensus estimate being -$0.24 [1] Financial Performance Metrics - Average Revenue per Monthly Unique Payer (ARPMUP) was $106.00, below the estimated $108.89 [4] - Monthly Unique Payers (MUPs) totaled 3.6 million, slightly below the estimated 3.65 million [4] - Sportsbook revenue was $596.12 million, significantly lower than the estimated $668.27 million [4] - Revenue from Other sources was $96.6 million, exceeding the estimated $84.95 million [4] - iGaming revenue reached $451.3 million, surpassing the average estimate of $434.36 million [4] Stock Performance - DraftKings shares have returned -17.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market [3]

Core Insights - StepStone Group Inc. reported a revenue of $282.34 million for the quarter ended September 2025, reflecting a year-over-year increase of 35.2% and surpassing the Zacks Consensus Estimate by 5.44% [1] - The earnings per share (EPS) for the quarter was $0.54, an increase from $0.45 in the same quarter last year, exceeding the consensus EPS estimate of $0.49 by 10.2% [1] Financial Performance Metrics - Fee-Earning AUM (FEAUM) for Focused Commingled Funds reached $54,584 billion, significantly higher than the average estimate of $17,651.97 billion [4] - Total Fee-Earning AUM (FEAUM) was reported at $132,791 billion, compared to the average estimate of $43,654.68 billion [4] - FEAUM for Separately Managed Accounts (SMAs) was $78,207 billion, exceeding the average estimate of $26,002.71 billion [4] - Assets Under Advisement (AUA) totaled $561.56 billion, surpassing the average estimate of $528.57 billion [4] - Assets Under Management (AUM) stood at $209.15 billion, slightly above the average estimate of $208.32 billion [4] Revenue Breakdown - Total revenues from management and advisory fees, net, were $215.49 million, slightly below the average estimate of $217.05 million [4] - Total performance fees amounted to $238.74 million, significantly higher than the average estimate of $79.7 million [4] - Performance fees from carried interest allocations (unrealized) reached $147.81 million, compared to the average estimate of $26.14 million [4] - Total revenues from carried interest allocations were $206.69 million, exceeding the average estimate of $75.29 million [4] - Realized performance fees from carried interest allocations were reported at $58.88 billion, above the average estimate of $49.15 million [4] Stock Performance - Over the past month, StepStone Group's shares have returned -0.5%, while the Zacks S&P 500 composite has increased by 1.3% [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 - 10x Genomics reported a revenue of $149 million for the quarter ended September 2025, reflecting a decrease of 1.8% year-over-year, while EPS improved to -$0.22 from -$0.30 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $142.39 million by 4.64%, and the EPS also surpassed the consensus estimate of -$0.27 by 18.52% [1] Revenue Breakdown - Services revenue was reported at $8.13 million, exceeding the average estimate of $7.86 million by analysts, marking a year-over-year increase of 27.1% [4] - Instruments revenue was $12 million, below the average estimate of $14.06 million, representing a significant decline of 37% year-over-year [4] - Chromium Instruments revenue was $4.93 million, slightly below the estimate of $5.36 million [4] - Consumables revenue from Chromium was reported at $92.52 million, surpassing the average estimate of $85.29 million [4] - Spatial Consumables revenue was $35.37 million, slightly above the average estimate of $35.06 million [4] - Total Consumables revenue reached $127.89 million, exceeding the average estimate of $120.35 million, with a year-over-year change of 1.3% [4] - Spatial Instruments revenue was reported at $7.07 million, below the average estimate of $8.71 million [4] Stock Performance - Over the past month, shares of 10x Genomics have returned +11.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +1.3% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Wynn Resorts reported revenue of $1.83 billion for the quarter ended September 2025, reflecting an 8.3% increase year-over-year and a surprise of +3.88% over the Zacks Consensus Estimate of $1.77 billion [1] - The company's EPS was $0.86, down from $0.90 in the same quarter last year, resulting in an EPS surprise of -21.1% compared to the consensus estimate of $1.09 [1] Financial Performance Metrics - Table Games Win in Las Vegas Operations was $150.07 million, exceeding the average estimate of $141.79 million [4] - Slot Machine Win in Las Vegas Operations reached $123.5 million, surpassing the average estimate of $121.02 million [4] - Table Drop in Las Vegas Operations was $652.29 million, compared to the estimated $586.05 million [4] - REVPAR for Las Vegas Operations was $433.00, slightly above the two-analyst average estimate of $422.12 [4] - Operating revenues for Encore Boston Harbor were $211.75 million, below the estimated $217.42 million, representing a -1.1% change year-over-year [4] - Operating revenues for Las Vegas Operations were $621.01 million, exceeding the estimated $598.6 million, with a +2.3% change year-over-year [4] - Operating revenues for Wynn Palace were $635.47 million, significantly above the estimated $581.65 million, reflecting a +22.3% change year-over-year [4] - Operating revenues for Wynn Macau were $365.51 million, slightly above the estimated $361.2 million, with a +3.9% change year-over-year [4] - Operating revenues for Las Vegas Operations in Entertainment, retail, and other segments were $80.18 million, below the estimated $84.23 million, representing a -3.5% change year-over-year [4] - Operating revenues for Las Vegas Operations in Casino were $161.58 million, exceeding the estimated $153.51 million, with an +11.3% change year-over-year [4] - Operating revenues for Las Vegas Operations in Rooms were $186.71 million, slightly above the estimated $181.21 million, with a -0.2% change year-over-year [4] - Operating revenues for Encore Boston Harbor in Casino were $156.21 million, below the estimated $164.19 million, reflecting a -1.6% change year-over-year [4] Stock Performance - Wynn's shares have returned +3% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Consolidated Edison (ED) reported a revenue of $4.53 billion for the quarter ended September 2025, marking a year-over-year increase of 10.7% and exceeding the Zacks Consensus Estimate of $4.16 billion by 8.82% [1] - The company's EPS for the same period was $1.90, up from $1.68 a year ago, representing a surprise of 7.95% compared to the consensus estimate of $1.76 [1] Revenue Performance - Operating revenues for O&R were $349 million, surpassing the average estimate of $332.21 million, reflecting a year-over-year change of +6.1% [4] - CECONY's operating revenues reached $4.18 billion, exceeding the three-analyst average estimate of $3.85 billion, with a year-over-year increase of +11.1% [4] - Steam operating revenues were reported at $56 million, compared to the average estimate of $54.1 million, showing a +14.3% year-over-year change [4] - Con Edison Transmission reported operating revenues of $1 million, slightly below the average estimate of $1.02 million [4] - CECONY's Gas operating revenues were $392 million, exceeding the average estimate of $346.7 million, with a year-over-year increase of +16.3% [4] - O&R's Electric operating revenues were $308 million, surpassing the two-analyst average estimate of $288.21 million, reflecting a +5.1% year-over-year change [4] - Gas operating revenues totaled $433 million, exceeding the average estimate of $388.81 million, representing a +16.1% change compared to the previous year [4] - Electric operating revenues were reported at $4.04 billion, compared to the average estimate of $3.7 billion, indicating a +10.1% year-over-year increase [4] - CECONY's Electric operating revenues reached $3.73 billion, surpassing the average estimate of $3.42 billion, with a +10.6% year-over-year change [4] - Operating Income for CECONY was $914 million, slightly above the three-analyst average estimate of $901.84 million [4] Stock Performance - Shares of Con Ed have returned -4.7% over the past month, while the Zacks S&P 500 composite has changed by +1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]