A month has gone by since the last earnings report for Bank of America (BAC) . Shares have lost about 0.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Bank of America due for a breakout? 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 drivers.Bank of Amer ...

A month has gone by since the last earnings report for Wells Fargo (WFC) . Shares have lost about 3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Wells Fargo due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Wells Fargo & Company before we dive into how investors and analysts have reacted as of late.Wells Fargo Q4 Earnings T ...

Core Insights - Applied Materials (AMAT) reported first-quarter fiscal 2026 non-GAAP earnings of $2.38 per share, exceeding the Zacks Consensus Estimate by 8.7% and remaining flat compared to the previous year [1] - The company has consistently beaten the Zacks Consensus Estimate in the last four quarters, with an average surprise of 5.2% [1] Financial Performance - AMAT's revenues for the first quarter of fiscal 2026 were $7.01 billion, surpassing the Zacks Consensus Estimate by 1.79%, but decreased by 2.2% year over year [2] - The stock price increased by 11.8% in pre-market trading following the earnings report, and the stock has surged 112% over the past year [2] Segment Performance - Semiconductor Systems generated revenues of $5.14 billion, accounting for 73.3% of total revenues, but declined by 8.1% year over year [3] - Applied Global Services reported revenues of $1.56 billion, representing 22.2% of total revenues, with a year-over-year increase of 15.2% [3] - Other revenues reached $312 million, up 44.4% year over year [3] Geographic Revenue Breakdown - Revenue contributions from various regions included: - United States: $656 million (9%) - Europe: $221 million (3%) - Japan: $525 million (7%) - Korea: $1.46 billion (21%) - Taiwan: $1.72 billion (25%) - Southeast Asia: $335 million (5%) - China: $2.1 billion (30%) [4] - Year-over-year growth was observed in Taiwan (45.6%) and Southeast Asia (17.1%), while declines were noted in Japan (2.8%), Europe (33.0%), China (6.6%), Korea (12.5%), and the United States (28.5%) [4] Margins and Expenses - The non-GAAP gross margin was reported at 49.1%, an increase of 20 basis points year over year [5] - Non-GAAP operating expenses were $1.34 billion, up 1.7% year over year, leading to a non-GAAP operating margin of 30.0%, down 60 basis points from the previous year [5] Balance Sheet and Cash Flow - As of January 25, 2026, cash and cash equivalents plus short-term investments totaled $8.51 billion, slightly down from $8.57 billion in the prior quarter [6] - Long-term debt stood at $6.45 billion, and the company generated non-GAAP free cash flow of $1.04 billion, returning $702 million to shareholders through share repurchases and dividends [6] Q2 Guidance - For the fiscal second quarter of 2026, AMAT expects net sales of $7.65 billion (+/- $500 million), above the Zacks Consensus Estimate of $7.03 billion, indicating a year-over-year decline of 1% [9] - The company anticipates non-GAAP earnings per share of $2.64 (+/- $0.20), with a projected non-GAAP gross margin of approximately 49.3% and operating expenses around $1.42 billion [10]

Key Takeaways OXY is set to post a 76% EPS drop and nearly 14% revenue decline for Q4 2025.Occidental Petroleum's strong domestic output and debt cuts may aid earnings.OXY trades at 5.48X EV/EBITDA, above the industry average of 4.89X.Occidental Petroleum Corporation (OXY) is expected to report a year-over-year decline in both top and bottom lines when it reports fourth-quarter 2025 results on Feb. 18, after market close.The Zacks Consensus Estimate for revenues is pinned at $5.88 billion, indicating a decl ...

Key Takeaways Wynn Resorts posted adjusted EPS of $1.17, missing estimates, while revenues increased 1.5% year over year.Macau operations gained from higher VIP turnover and mass table drop, lifting property performance.Las Vegas saw solid casino volumes and better room rates, though margins narrowed across the portfolio.Wynn Resorts, Limited (WYNN) reported mixed fourth-quarter 2025 results, with earnings missing the Zacks Consensus Estimate but revenues beating the same. The top line increased year over y ...

The anticipated earnings per share (EPS) is $0.34, marking a 17.2% increase from the previous year.Revenue is projected to reach $26.02 billion, a 33.2% rise from the same period last year.Energy Transfer is considered undervalued with a forward yield of 7.42%, indicating a positive outlook.Energy Transfer LP, trading on the NYSE:ET, is a prominent player in the energy sector. The company is known for its extensive network of pipelines and energy infrastructure assets. As it prepares to release its fourth-q ...

Toast (TOST) reported $1.63 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 22.1%. EPS of $0.23 for the same period compares to $0.05 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.62 billion, representing a surprise of +0.75%. The company delivered an EPS surprise of -5.47%, with the consensus EPS estimate being $0.24.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Core Insights - Mohawk Industries reported revenue of $2.7 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.4% [1] - The company's EPS was $2.00, up from $1.95 in the same quarter last year, with an EPS surprise of +0.92% compared to the consensus estimate of $1.98 [1] Financial Performance - Revenue from Global Ceramic was $1.07 billion, matching analyst estimates and showing a year-over-year increase of 6.1% [4] - Revenue from Flooring ROW was $737.1 million, exceeding the average estimate of $717.58 million and representing a 6.6% increase year-over-year [4] - Revenue from Flooring NA was $892.5 million, below the average estimate of $931.18 million, indicating a decline of 4.8% year-over-year [4] Operating Income - Adjusted Operating Income for Global Ceramic was $62.7 million, surpassing the average estimate of $56.49 million [4] - Adjusted Operating Income for Flooring NA was $39.2 million, falling short of the average estimate of $49.53 million [4] - Adjusted Operating Income for Flooring ROW was $65.1 million, slightly above the average estimate of $64.63 million [4] - Adjusted Operating Income for Corporate and intersegment eliminations was -$14.9 million, compared to the average estimate of -$14.39 million [4] Stock Performance - Shares of Mohawk Industries have returned +12.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

For the quarter ended December 2025, Kinsale Capital Group, Inc. (KNSL) reported revenue of $483.27 million, up 17.3% over the same period last year. EPS came in at $5.81, compared to $4.62 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $471.61 million, representing a surprise of +2.47%. The company delivered an EPS surprise of +9.59%, with the consensus EPS estimate being $5.30.While investors scrutinize revenue and earnings changes year-over-year and how they comp ...

Ryan Specialty Group (RYAN) reported $751.21 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.2%. EPS of $0.45 for the same period compares to $0.45 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $777.88 million, representing a surprise of -3.43%. The company delivered an EPS surprise of -9.4%, with the consensus EPS estimate being $0.50.While investors closely watch year-over-year changes in headline numbers -- revenue and ear ...