Core Insights - Riot Platforms, Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of a loss of $0.19 per share, and showing improvement from a loss of $0.54 per share a year ago [1] - The company achieved revenues of $180.23 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.31% and significantly up from $84.79 million year-over-year [2] - Riot Platforms, Inc. shares have increased approximately 117.1% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [2] - The recent earnings surprise of +236.84% indicates strong performance compared to previous expectations [1] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is -$0.19 on revenues of $175.21 million, and for the current fiscal year, it is -$0.67 on revenues of $657.98 million [7] Industry Context - The Financial - Miscellaneous Services industry, to which Riot Platforms, Inc. belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - IREN Limited (IREN) shares experienced a significant increase of 6.8% to $61.68, with a notable trading volume and a total gain of 120.5% over the past four weeks [1][2] Company Overview - IREN's vertically integrated model allows full ownership of data centers, computing hardware, electrical infrastructure, and land, providing operational control, cost efficiency, and flexibility compared to competitors [2] - The company utilizes 100% renewable energy sources, enhancing sustainability and community support [2] Recent Developments - IREN announced multi-year cloud service contracts with leading AI firms for NVIDIA Blackwell GPU deployments, aiming to expand AI Cloud capacity [3] - The company has 23,000 GPUs in operation or on order, targeting over $500 million in annualized run-rate revenue (ARR) by Q1 2026, with contracts for 11,000 GPUs secured, valued at approximately $225 million ARR by the end of 2025 [3] Financial Performance Expectations - IREN is expected to report quarterly earnings of $0.17 per share, reflecting a year-over-year increase of 177.3%, with revenues projected at $236.71 million, up 335.2% from the previous year [4] - The consensus EPS estimate has been revised 18% lower over the last 30 days, indicating a potential negative trend in earnings estimate revisions [5] Industry Context - IREN Limited is part of the Zacks Financial - Miscellaneous Services industry, which includes other companies like SoFi Technologies, Inc. (SOFI) [6] - SOFI's consensus EPS estimate has increased by 1.7% over the past month, with a year-over-year change of 60%, and it currently holds a Zacks Rank of 2 (Buy) [7]

分组1 - Marathon Digital Holdings, Inc. reported a quarterly loss of $0.81 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.53, and compared to a loss of $0.24 per share a year ago, indicating a significant decline in performance [1] - The company posted revenues of $238.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.21%, and showing an increase from year-ago revenues of $145.14 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates just once, indicating inconsistent performance in earnings [2] 分组2 - The stock has added about 2.3% since the beginning of the year, underperforming compared to the S&P 500's gain of 8.6%, raising questions about future performance [3] - The current consensus EPS estimate for the coming quarter is -$0.47 on revenues of $228.45 million, and for the current fiscal year, it is -$2.36 on revenues of $919.85 million [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is currently in the bottom 42% of over 250 Zacks industries, suggesting a challenging environment for the sector [8]