Core Insights - Arlo Technologies (ARLO) is set to report its fourth-quarter 2025 results on February 26, with expected revenues between $131 million and $141 million and non-GAAP earnings per share ranging from 13 cents to 19 cents [1][9] - The Zacks Consensus Estimate for fourth-quarter 2025 revenues is $135.56 million, indicating an 11.5% growth compared to the same quarter last year [1] - The consensus for earnings per share is 16 cents, reflecting a 60% year-over-year increase [2] Revenue and Earnings Expectations - Arlo Technologies anticipates a revenue range of $131 million to $141 million for Q4 2025, with earnings per share projected between 13 to 19 cents [1][9] - The Zacks Consensus Estimate for revenues stands at $135.56 million, suggesting an 11.5% increase from the previous year [1] Performance Drivers - The company's services-first strategy is expected to enhance annual recurring revenues, supported by high-margin subscription offerings like Arlo Secure [3] - A growing subscriber base and the adoption of AI-powered premium features are likely to boost Annual Recurring Revenue and operating leverage [3] - The Secure 6 platform, featuring advanced capabilities, is anticipated to improve customer engagement and conversion rates [4] Product Developments - Arlo Technologies has undergone its largest product refresh, introducing over 100 new SKUs across its camera lines, which has contributed to a 30% year-over-year unit sales growth in the third quarter [5] - The introduction of Pan-Tilt Zoom designs has reduced bill of materials (BOM) costs by 20-35% [5] Challenges - The global tariff environment is expected to negatively impact Arlo's performance, as reliance on overseas manufacturing may lead to increased import duties and higher product costs [6] - Tariff volatility is likely to constrain overall margin expansion in the upcoming quarter [6] Earnings Prediction Model - Current analysis indicates that Arlo Technologies does not have a strong prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [7]

Industry Overview - The global drone industry is experiencing significant growth, with a projected CAGR of 9.3% from 2026 to 2031, driven by adoption in commercial, government, and military sectors [1] - The integration of drones with AI, cloud computing, and edge processing is enhancing their adoption across various verticals [1] Ondas Inc. (ONDS) - Ondas's Ondas Autonomous Systems (OAS) is becoming a primary growth engine, benefiting from increased deployments of autonomous platforms and initial revenue from acquired businesses [3] - The company is focusing on strategic partnerships and compliance with U.S. production standards, which supports long-term growth, particularly in the C-UAS segment and ground robotics [4] - Ondas is actively pursuing M&A to enhance its portfolio, having acquired several companies, including Roboteam and Rotron Aero, to expand its capabilities [5] - Preliminary financial results for 2025 indicate expected revenues of $27 million to $29 million for Q4, a 51% increase from prior targets, with a backlog of $65.3 million, up 180% from previous estimates [6][10] - For 2026, Ondas raised its revenue outlook to $170-$180 million, a 25% increase from earlier projections, which includes contributions from recent acquisitions [7] - The company is investing heavily in infrastructure and team expansion, which may create short-term financial pressures despite strengthening its competitive position [9] Draganfly, Inc. (DPRO) - Draganfly is a Canadian drone solutions developer with a diverse product lineup, including military and public safety drones, and is expanding its U.S. capacity [11][12] - Recent contracts with the U.S. military, including a significant order for FPV drones, are key growth drivers for the company [12][13] - Draganfly's compliance with NDAA regulations provides a competitive advantage as the U.S. and NATO phase out non-compliant systems [14] - The company is collaborating with Drone Nerds to expand its customer reach and is in the process of establishing multiple manufacturing plants in the U.S. to significantly increase production capacity [15] - Draganfly achieved a 14.4% year-over-year revenue growth, supported by rising product sales, and has a strong cash position of $69.9 million with minimal debt [16][17] Financial Performance & Valuation - Over the past six months, ONDS and DPRO have seen stock gains of 110.1% and 84.8%, respectively [18] - ONDS has a forward price/sales ratio of 21.27X, significantly higher than DPRO's 2.44X, indicating a higher valuation relative to sales [20] - Analysts have revised earnings estimates down for ONDS by 3.6% over the past 60 days, while estimates for DPRO have been revised upwards [19][22] Investment Outlook - ONDS holds a Zacks Rank of 3 (Hold), while DPRO has a Zacks Rank of 2 (Buy), suggesting that DPRO is currently the more favorable investment option [23][24]

Key Takeaways CLH beat Q4 estimates with $1.62 EPS and $1.49B revenues, up 4.5% and 4.8% year over year, respectively.ES revenues rose 6.3%, while SKSS sales fell 3.6% due to base oil pricing headwinds.CLH guides 2026 adjusted EBITDA of $1.20B-$1.26B and GAAP net income of $410M-$461M.Clean Harbors, Inc. (CLH) reported better-than-expected fourth-quarter 2025 results, with both earnings and revenues beating the Zacks Consensus Estimate. However, the positive results did not affect investor sentiment as the ...

SGHC Ltd (NYSE:SGHC) reported better-than-expected fourth-quarter sales results and issued strong FY26 revenue guidance on Monday.Super Group reported quarterly sales of $578.300 million which beat the analyst consensus estimate of $518.328 million.SGHC said it sees FY2026 revenue to be more than $2.550 billion, versus market estimates of $2.219 billion.Super Group shares gained 11.5% to trade at $10.84 on Tuesday.These analysts made changes to their price targets on Super Group following earnings announcem ...

TORONTO--(BUSINESS WIRE)--Greenland Resources Inc. (TSX:MOLY | FSE: M0LY) ("Greenland Resources†or the "Company†) is pleased to announce the government of Greenland has granted the Company exclusive rights of special exploration license MEL-S 2026-07 consisting of 1,147.76 km2 in the Semersooq region surrounding the Company's existing exploitation license for molybdenum and magnesium. The Company now has a dominant mineral licence position in the east coast of Greenland. The new special explor. ...

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1: Market Context - The author has over two decades of experience in the market, focusing on technology, media, and telecommunications (TMT) sectors [1] - The article highlights the significance of risk mitigation strategies employed during various market crises [1] Group 2: Investment Focus - The primary focus of the service is on momentum, suggesting that it plays a crucial role in investment decisions within the technology sector [1]

A screen of the S&P 500 financial sector highlights companies with high returns on equity that are trading at low P/E valuations. ...

Key Takeaways Gold and silver jumped as fresh tariff threats and tensions revived safe-haven demand.First Majestic Silver delivered a record 15.4M oz output in 2025, up 84% year over year.New Gold generated over $530M in 2025 free cash flow while advancing key growth projects.Gold and silver delivered exceptional gains last year as investors rushed toward safe-haven assets amid growing economic and geopolitical uncertainty. That momentum carried into 2026, with spot gold briefly surging past $5,500 per ounc ...

Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. Investors have this year been pickier about investing in tech dips and are piling into value stocks instead of growth. Meanwhile, the energy, materials, and industrials sectors are up at least 14% year-to-date compared to a decline for information technology, according to State Street Investment Management's sector tracker. That doesn't mean investors are done with AI, according to Yardeni. "Much of the AI capital sp ...

Palo Alto Networks ( PANW ) stock is down 21% year-to-date and 35% from the October high. The negative sentiment is also driven by the sharp pullback in the software sector. The 2Q FY2026 earnings beat both revenue andAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...