Core Insights - Vertex (VERX) reported revenue of $194.71 million for Q4 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate by 0.29% [1] - The earnings per share (EPS) for the same quarter was $0.17, up from $0.15 a year ago, with an EPS surprise of 1.74% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $671 million, slightly above the average estimate of $669.76 million [4] - The Net Revenue Retention Rate was reported at 105%, compared to the average estimate of 106.4% [4] - Revenue from Services was $28.49 million, exceeding the average estimate of $25.92 million, reflecting a year-over-year increase of 10.2% [4] - Revenue from Software Subscriptions was $166.23 million, slightly below the average estimate of $168.4 million, with a year-over-year increase of 8.9% [4] Stock Performance - Vertex shares have declined by 24.6% over the past month, contrasting with a minor decline of 0.3% in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Cloudflare has beaten EPS estimates for 7 straight quarters, which shows a strong track record of execution. ...

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Core Viewpoint - Kilroy Realty (KRC) reported a revenue of $272.19 million for the quarter ended December 2025, reflecting a year-over-year decline of 5% but exceeding the Zacks Consensus Estimate by 0.58% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.97, compared to $0.50 a year ago, indicating a significant improvement [1] - The EPS surprise was -1.12% against the consensus estimate of $0.98 [1] - Net earnings per share (diluted) was reported at $0.10, falling short of the average estimate of $0.28 based on two analysts [4] Revenue Breakdown - Rental income was reported at $267.36 million, slightly above the two-analyst average estimate of $266.45 million [4] - Other property income was $4.82 million, exceeding the two-analyst average estimate of $4.37 million [4] - The year-over-year change in other property income was -4% [4] Stock Performance - Kilroy Realty shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Key Takeaways Shell posted Q4 EPS of $1.14, missing estimates as oil prices fell and tax adjustments hurt results.Shell's upstream profit slipped as liquids and gas prices dropped, despite higher overall production volumes.Shell returned cash via buybacks and dividends, but operating and free cash flow declined year over year.Europe’s largest oil company, Shell plc (SHEL) , reported fourth-quarter 2025 earnings per ADS (on a current cost of supplies basis, excluding items — the market’s preferred measure) o ...

At this time, I’ve decided to downsize my holdings in Amazon.com, Inc. ( AMZN ). I am uncomfortable with holding the shares now after the latest earnings announcementI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, ...

Yet another, yet another quarter to put into a frame. Nothing to be said. Every quarter I rip my hair out, and I say, "Wow!" How are they able to make these kinds of numbers? I have no idea how they do it, but itI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection ...

Core Insights - Symbotic Inc. reported a revenue of $629.99 million for the quarter ended December 2025, reflecting a year-over-year increase of 29.4% [1] - The earnings per share (EPS) for the quarter was $0.39, a significant improvement from -$0.03 in the same quarter last year, resulting in an EPS surprise of +408.48% compared to the consensus estimate of $0.08 [1] Revenue Breakdown - Software maintenance and support revenue reached $10.89 million, exceeding the average estimate of $10.17 million by analysts, marking a year-over-year increase of 97% [4] - Revenue from systems was $590.29 million, slightly above the estimated $587.91 million, representing a 27.2% increase compared to the previous year [4] - Operation services revenue was reported at $28.81 million, surpassing the average estimate of $25.66 million, with a year-over-year growth of 68.4% [4] Stock Performance - Over the past month, shares of Symbotic Inc. have declined by 20.3%, contrasting with a 0.9% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - The Timken Company reported a strong finish to 2025, with higher organic sales and cash flow in Q4 compared to the previous year [3][4][12] - The company anticipates organic revenue growth, strong cash flow, and improved margins and earnings in 2026 [3][16] Financial Performance - Q4 2025 net sales reached $1.11 billion, a 3.5% increase from Q4 2024, driven by higher pricing and favorable foreign currency translation [2][3] - Net income for Q4 2025 was $62.3 million, or $0.89 per diluted share, down from $71.2 million, or $1.01 per diluted share in Q4 2024 [4][12] - Adjusted EBITDA margin for Q4 2025 was 16.0%, a decrease of 60 basis points from 16.6% in Q4 2024 [2][5] Segment Performance - Engineered Bearings segment sales were $714.2 million, up 0.9% year-over-year, primarily due to higher pricing [7][24] - Industrial Motion segment sales increased by 8.4% to $396.8 million, driven by higher demand and pricing [9][24] Full-Year Results - Total sales for 2025 were $4.58 billion, a modest increase of 0.2% compared to 2024, with organic sales down 1.0% [11][13] - Full-year net income was $288.4 million, or $4.11 per diluted share, compared to $352.7 million, or $4.99 per diluted share in 2024 [13][14] Cash Flow and Shareholder Returns - Net cash from operations for 2025 was $554.3 million, up 16.5% from $475.7 million in 2024 [15] - Free cash flow for the year was $406.1 million, a 32.8% increase from $305.7 million in 2024 [15] - The company returned $155.7 million to shareholders through dividends and share repurchases in 2025 [15] 2026 Outlook - The company projects 2026 diluted EPS in the range of $4.50 to $5.00 and adjusted EPS between $5.50 and $6.00 [12][16] - Revenue growth for 2026 is expected to be between 2% and 4% compared to 2025 [16]

Euroclear CEO Valérie Urbain joins Bloomberg's Opening Trade to discuss a record year for earnings and the impact of the European Union's deliberations over 210 billion in frozen Russian assets - most of them held at the Belgium-based clearing bank - and the implications for Euroclear and its clients. ...