Core Insights - Airbnb reported quarterly earnings of 56 cents per share, missing the analyst estimate of 65 cents [2] - Quarterly revenue reached $2.78 billion, surpassing the Street estimate of $2.72 billion [2] - The company recorded fourth quarter gross bookings value (GBV) of $20.4 billion, reflecting a 13% year-over-year increase, and nights/seats booked of 121.9 million, up 10% year-over-year [2] Outlook - Airbnb anticipates first-quarter revenue between $2.59 billion and $2.63 billion, exceeding the analyst estimate of $2.53 billion [3] - Following the earnings report, Airbnb stock increased by 5% to $121.76 in extended trading [3]

ARM - ARM's shares are lower, but not as much as pre-market indications suggested, with adjusted EPS at 43 cents, beating the expected 41 cents [2] - Revenue was in line with expectations at approximately $1.24 billion, matching consensus [2] - Despite solid earnings, concerns arise from missed expectations in licensing revenue, which is crucial for future growth, particularly due to smartphone exposure [3][4] Estee Lauder - Estee Lauder's shares are under significant pressure, down 15%, despite better-than-expected adjusted EPS of 89 cents compared to the expected 83 cents [5][6] - Revenue was $4.229 billion, slightly above the expected $4.219 billion, but non-adjusted profit fell below expectations due to a major restructuring program [6][7] - Tariff pressures are expected to reduce profits by about $100 million, leading to anticipated contraction in operating margins [8] Tapestry - Tapestry, the parent company of Coach and Kate Spade, reported strong results with shares rallying 9% [10] - Adjusted earnings were $2.69 per share, with revenue at $2.5 billion, both better than expected [11] - Coach sales surged by 25%, driven by strong demand, while Kate Spade continues to struggle in recovery [12][13]

Group 1 - Pfizer Inc. is set to release its fourth-quarter earnings results on February 3, with analysts expecting earnings of 57 cents per share, a decrease from 63 cents per share in the same period last year [1] - The consensus estimate for Pfizer's quarterly revenue is $16.83 billion, down from $17.76 billion a year earlier [1] Group 2 - Novavax, Inc. announced a license agreement with Pfizer for the use of its Matrix-M adjuvant on January 20 [2] - Following the announcement, Pfizer's shares increased by 1.4%, closing at $26.44 [2]

Core Insights - U.S. stock futures are trading higher, indicating a positive market sentiment for the day [1] Company Summaries - **Johnson & Johnson (NYSE: JNJ)**: Expected to report quarterly earnings of $2.46 per share on revenue of $24.16 billion. Shares fell 0.3% to $217.50 in after-hours trading [1] - **GameStop Corp. (NYSE: GME)**: Shares rose after CEO Ryan Cohen disclosed the purchase of 500,000 additional shares at an average price of approximately $21.12 per share. Shares surged 3.7% to $21.88 in after-hours trading [1] - **Halliburton Co. (NYSE: HAL)**: Analysts expect quarterly earnings of 55 cents per share on revenue of $5.41 billion. Shares fell 0.2% to $32.01 in after-hours trading [1] - **Netflix Inc. (NASDAQ: NFLX)**: Reported better-than-expected fourth-quarter results but projected first-quarter revenue of $12.16 billion, slightly below the consensus estimate of $12.19 billion. Shares declined 4.8% to $82.84 in after-hours trading [1] - **Charles Schwab Corp. (NYSE: SCHW)**: Expected to post quarterly earnings of $1.39 per share on revenue of $6.37 billion. Shares rose 0.5% to $101.53 in after-hours trading [1]

Core Insights - Pinnacle West Capital Corporation (PNW) has a market capitalization of $11.2 billion and provides retail and wholesale electric services primarily in Arizona [1] - The company is expected to report a fiscal Q4 2025 loss of $0.01 per share, which represents an 83.3% improvement from a loss of $0.06 per share in the same quarter last year [2] - For fiscal 2025, analysts predict an EPS of $4.84, reflecting a 7.6% decline from $5.24 in fiscal 2024 [3] Stock Performance - PNW stock has increased by 8.2% over the past 52 weeks, underperforming compared to the S&P 500 Index's 16.9% gain and the State Street Utilities Select Sector SPDR ETF's 9.4% return [4] - Following the release of strong Q3 2025 results, PNW shares recovered by 1.1%, with consolidated net income rising to $413.2 million ($3.39 per share) from $395.0 million ($3.37 per share) a year ago [5] Growth and Guidance - The company raised its 2025 EPS guidance to a range of $4.90 - $5.10 and plans to invest over $2.5 billion annually through 2028 to support Arizona's growth [6] - Analysts maintain a cautiously optimistic consensus rating on PNW stock, with a "Moderate Buy" rating, including four "Strong Buys" and 13 "Holds" among 17 analysts [6] - The average analyst price target for Pinnacle West Capital is $95.78, indicating a potential upside of 2.2% from current levels [6]

Company Overview - Vulcan Materials Company (VMC) has a market capitalization of $39.9 billion and is a leading producer and supplier of construction aggregates in the United States, operating through Aggregates, Asphalt, and Concrete segments [1] Earnings Expectations - Analysts anticipate VMC to report Q4 earnings of $2.11 per share on a diluted basis, reflecting a decrease of 2.8% from $2.17 per share in the same quarter last year [2] - For FY2025, VMC is expected to report an EPS of $8.40, which is an increase of 11.6% from $7.53 in fiscal 2024, and a further rise of 15.6% year over year to $9.71 in fiscal 2026 [3] Stock Performance - VMC stock has increased by 12.5% over the past year, which is lower than the S&P 500 Index's gain of 16.3% but matches the Materials Select Sector SPDR Fund's surge of 12.5% during the same period [4] Recent Financial Results - In the third quarter, VMC reported revenues of $2.29 billion, marking a year-over-year increase of 14.4%, with adjusted EBITDA rising by 26.5% to approximately $735 million [5] - Aggregates shipments increased by around 12% to 64.7 million tons, driven by strong demand from public infrastructure projects, alongside improved pricing and reduced unit cash costs [5] - Management reaffirmed full-year guidance, projecting adjusted EBITDA between $2.35 billion and $2.45 billion [5] Analyst Ratings - The consensus opinion on VMC stock is moderately bullish, with a "Moderate Buy" rating overall; out of 22 analysts, 14 recommend a "Strong Buy," one suggests a "Moderate Buy," and seven give a "Hold" rating [6] - The average analyst price target for VMC is $328.01, indicating a potential upside of 8.7% from current levels [6]

Core Insights - Corning Incorporated (GLW) has a market capitalization of $75.4 billion and operates in various sectors including optical communications, display technologies, environmental technologies, specialty materials, and life sciences, serving multiple markets such as telecommunications and consumer electronics [1] Financial Performance - Analysts anticipate that Corning will report an adjusted EPS of $0.69 for fiscal Q4 2025, reflecting a 21.1% increase from $0.57 in the same quarter last year [2] - For the entire fiscal 2025, the expected adjusted EPS is projected to be $2.52, which represents a 28.6% increase from $1.96 in fiscal 2024 [3] Stock Performance - Over the past 52 weeks, Corning's shares have increased by 83.3%, significantly outperforming the S&P 500 Index's gain of 17.1% and the State Street Technology Select Sector SPDR ETF's return of 24.9% [4] Recent Developments - Despite reporting an adjusted EPS of $0.67 for Q3 2025 and core sales of $4.27 billion, Corning's shares fell by 3.3% on October 28 due to its optical communications segment's net sales of $1.65 billion, which fell short of analyst expectations [5] - Concerns have arisen regarding the fiber business due to slower network spending in China and a 37.9% anti-dumping tariff on Corning's optical fiber products [5] Analyst Sentiment - The consensus among analysts remains optimistic, with a "Strong Buy" rating for GLW stock; out of 13 analysts, 10 recommend a "Strong Buy" and 3 suggest "Holds" [6] - The average price target for Corning is set at $98.31, indicating a potential upside of 12.4% from current levels [6]

Core Viewpoint - Ameriprise Financial, Inc. is poised for growth with optimistic earnings projections ahead of its fourth-quarter results for fiscal 2025, despite recent stock underperformance compared to the broader market and its sector [2][3][4]. Financial Performance - The company is expected to report a profit of $10.33 per share for Q4, reflecting a 10.4% year-over-year increase [3]. - For the full fiscal year 2025, analysts anticipate a diluted EPS growth of 12.8% to $38.75, followed by a 7.5% increase to $41.64 in fiscal 2026 [3]. - Ameriprise's adjusted operating net revenues for Q3 were $4.61 billion, a 6% year-over-year growth, exceeding analyst expectations of $4.52 billion [6]. - The adjusted EPS for Q3 was $9.92, up 12% year-over-year, surpassing the expected $9.60 [7]. Market Performance - Over the past 52 weeks, Ameriprise's stock has declined by 5.8%, and by 7.2% over the past six months, underperforming the S&P 500 Index, which increased by 17.1% and 11.1% respectively [4]. - Compared to its sector, represented by the State Street Financial Select Sector SPDR ETF, which gained 15.1% over the past 52 weeks and 5.6% over the past six months, Ameriprise has also underperformed [5]. Assets Under Management - Ameriprise reported a record high of $1.70 trillion in assets under management, administration, and advisement, marking an 8% increase [7].

Core Insights - IDEXX Laboratories, Inc. is a leading healthcare company focused on diagnostics for companion animals, livestock, and water quality, with a market cap of approximately $53.6 billion [1] Financial Performance - Analysts project IDEXX to report Q4 fiscal 2025 earnings of $2.93 per share, an increase of 11.8% from $2.62 in the same quarter last year [2] - For the fiscal year, expected EPS is $12.93, reflecting a 21.2% increase from $10.67 in fiscal 2024, with further growth anticipated to $14.42 in fiscal 2026 [3] Stock Performance - IDEXX shares have increased by 61.4% over the past 52 weeks, outperforming the S&P 500 Index's 16.9% return and the Health Care Select Sector SPDR Fund's 11.3% increase [4] Drivers of Growth - Strong financial results have boosted investor confidence, driven by robust performance in the Companion Animal Group Diagnostics segment and increased global instrument installations [5] - High demand for cloud-based software solutions and diagnostic products, along with effective strategic execution, has further supported share price gains [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for IDEXX, with eight out of 14 analysts recommending "Strong Buy," one suggesting "Moderate Buy," and five advising "Hold" [6] - The mean price target for IDEXX is $790.67, indicating an 18% potential upside from current levels [6]

Core Insights - PNC Financial Services Group, Inc. is a diversified financial services company with a market cap of $82.5 billion, providing regional banking, wholesale banking, and asset management services [1] Earnings Expectations - Analysts expect PNC to report a profit of $4.19 per share on a diluted basis for Q4 2025, reflecting an 11.1% increase from $3.77 per share in the same quarter last year [2] - For the full fiscal year 2025, EPS is projected to be $15.95, up 14.7% from $13.91 in fiscal 2024, with an expected rise to $17.78 in fiscal 2026, representing an 11.5% year-over-year increase [3] Stock Performance - PNC stock has underperformed the S&P 500 Index, which gained 15.4% over the past 52 weeks, with PNC shares only increasing by 9.1% during the same period [4] - The stock also lagged behind the Financial Select Sector SPDR Fund's 14.5% returns in the same timeframe [4] Market Reaction - PNC's underperformance is linked to weaknesses in core lending operations, leading to a negative market reaction despite a solid earnings report [5] - Following the Q3 results announcement, PNC shares closed down by 3.9%, with revenue reported at $5.9 billion, an 8.9% year-over-year increase, and EPS rising 24.6% year over year to $4.35 [5] Analyst Ratings - The consensus opinion on PNC stock is moderately bullish, with a "Moderate Buy" rating overall; 14 out of 24 analysts recommend a "Strong Buy," three suggest a "Moderate Buy," six give a "Hold," and one recommends a "Strong Sell" [6] - The average analyst price target for PNC is $223.19, indicating a potential upside of 6.5% from current levels [6]