Sensata Technologies Holding plc (NYSE:ST) reported better-than-expected earnings for the fourth quarter on Thursday.The company posted quarterly earnings of 88 cents per share which beat the analyst consensus estimate of 86 cents per share. The company reported quarterly sales of $917.900 million which beat the analyst consensus estimate of $910.199 million.Sensata Technologies said it sees first-quarter adjusted EPS of 81 cents to 85 cents versus market estimates of 83 cents. The company sees sales of $91 ...

Lincoln Electric Holdings (NASDAQ:LECO) reported mixed results for the fourth quarter on Thursday.The company posted quarterly earnings of $2.65 per share which beat the analyst consensus estimate of $2.54 per share. The company reported quarterly sales of $1.079 billion which missed the analyst consensus estimate of $1.099 billion.Lincoln Electric shares gained 0.3% to trade at $296.95 on Friday.These analysts made changes to their price targets on Lincoln Electric following earnings announcement.Keybanc a ...

Core Insights - Broadridge Financial, a fintech firm, raised its full-year earnings forecast and reported a higher second-quarter profit, driven by strong performance in its investor communications business [1] Financial Performance - The company experienced an increase in second-quarter profit, which contributed to the upward revision of its full-year earnings forecast [1]

Core Viewpoint - Microsoft Corp. reported strong second-quarter financial results, exceeding market expectations in revenue and earnings per share [1][2]. Financial Performance - Microsoft reported second-quarter revenue of $81.3 billion, representing a 21% year-over-year increase, surpassing the consensus estimate of $80.25 billion [1]. - The company achieved non-GAAP earnings per share of $4.14, exceeding the consensus estimate of $3.86 [1]. Cloud Revenue - Microsoft Cloud revenue surpassed $50 billion this quarter, indicating robust demand for its service portfolio [2]. Market Reaction - Following the earnings announcement, Microsoft shares fell by 6.8% to $448.82 in pre-market trading [2]. Analyst Ratings - Piper Sandler analyst Hannah Rudoff maintained an Overweight rating on Microsoft but reduced the price target from $650 to $600 [3]. - Keybanc analyst Jackson Ader also kept an Overweight rating while lowering the price target from $630 to $600 [3].

Core Viewpoint - Columbia Banking System Inc reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2]. Financial Performance - The company posted quarterly earnings of 82 cents per share, surpassing the analyst consensus estimate of 71 cents per share [1]. - Quarterly sales reached $717 million, exceeding the analyst consensus estimate of $696.191 million [1]. Management Commentary - CEO Clint Stein highlighted the strong performance as a culmination of a successful year, emphasizing disciplined balance sheet management and new customer relationships [2]. - The company is on track for a systems conversion that will enhance cost savings and improve operational efficiency by the third quarter [2]. - Investments made in 2025 are expected to strengthen the company's market position and long-term earnings potential [2]. Stock Performance - Following the earnings announcement, Columbia Banking System shares fell by 1.8%, trading at $29.12 [2]. Analyst Ratings and Price Targets - RBC Capital analyst Jon G. Arfstrom maintained a Sector Perform rating and raised the price target from $30 to $32 [4]. - DA Davidson analyst Jeff Rulis maintained a Neutral rating and increased the price target from $30 to $32.5 [4].

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, also below 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 employees, emphasizing 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 $30.34 [2] Analyst Ratings and Price Targets - Goldman Sachs maintained a Buy rating but lowered the price target from $47 to $41 [5] - Baird maintained an Outperform rating, reducing the 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, lowering the price target from $42 to $38 [5] - TD Cowen maintained a Buy rating and slashed the price target from $45 to $37 [5]

Core Insights - Endava plc reported mixed results for the first quarter, with adjusted earnings of 20 cents per share, surpassing market estimates of 8 cents per share, while quarterly sales were $240.314 million, below expectations of $245.910 million [1] - The company anticipates second-quarter adjusted earnings between 20 cents to 23 cents per share, with sales projected between $241.410 million to $245.456 million [1] Financial Performance - The first quarter results were impacted by an unexpected credit to a client and certain strategic pipeline opportunities that did not convert into revenue as expected [2] - Despite these challenges, the company secured a multi-year strategic relationship with a leading payments company worth up to $100 million, indicating strong client relationships [2] Stock Performance and Analyst Ratings - Following the earnings announcement, Endava shares increased by 2.2%, trading at $7.10 [3] - Analysts adjusted their price targets for Endava, with Needham maintaining a Buy rating and lowering the target from $12 to $9, Guggenheim also maintaining a Buy rating with a target reduction from $18 to $15, and JP Morgan maintaining a Neutral rating with a target cut from $13 to $10 [5]

Core Insights - Mondelez International reported Q2 earnings of 73 cents per share, exceeding analyst expectations of 68 cents per share [1] - The company achieved quarterly sales of $8.984 billion, surpassing the analyst consensus estimate of $8.831 billion [1] Financial Performance - The company experienced accelerated top-line growth in Q2 2025, driven by strong pricing execution in the chocolate segment and robust growth across most geographies [2] - Mondelez International affirmed a projected decline of 10% in FY2025 adjusted EPS on a constant currency basis [2] Stock Performance - Following the earnings announcement, Mondelez International shares fell by 4.8%, trading at $66.38 [3] - Analysts adjusted their price targets for Mondelez International after the earnings report [3] Analyst Ratings - Stifel analyst Matthew Smith maintained a Buy rating and raised the price target from $73 to $76 [8] - Piper Sandler analyst Michael Lavery maintained a Neutral rating and increased the price target from $66 to $67 [8] - Bernstein analyst Alexia Howard maintained an Outperform rating and raised the price target from $79 to $88 [8]