Bridgeline Digital, Inc. (BLIN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.00%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.07, delivering a surprise of -40%.Over the last four quarters, the company ha ...

Core Insights - The Zacks Equity Research team has highlighted key stocks including Alphabet Inc., Tesla, and Sony Group Corp., along with micro-cap stocks Tredegar Corp. and CVD Equipment Corp. [1][2] Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past year, gaining 63.8% compared to the industry's 59% [4] - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud's backlog reaching $155 billion, up 46% sequentially [4] - New Google Cloud Platform customers increased by approximately 34% year-over-year, and 70% of these customers are utilizing Alphabet's AI products [5] - Revenues from products based on Alphabet's generative AI models grew over 200% year-over-year, indicating strong adoption [5] - Search growth is supported by AI features, while YouTube benefits from increased demand for shorts, although competition in cloud computing remains a concern [6] Tesla, Inc. (TSLA) - Tesla's shares have increased by 11.3% over the past year, underperforming the Zacks Automotive - Domestic industry, which gained 13.9% [7] - The company achieved a new delivery record in Q3, largely due to buyers taking advantage of the expiring $7,500 EV tax credit, but Q4 deliveries are expected to decline due to the withdrawal of incentives and increased competition from Chinese EV manufacturers [7] - Automotive margins are under pressure, but the Energy Generation & Storage unit is performing well, and the Supercharger network is expanding [8] - Tesla's robotaxi service is operational in Austin and San Francisco, with driverless tests recently initiated, although significant results from AI and autonomous projects may take years [9] Sony Group Corp. (SONY) - Sony's shares have outperformed the Zacks Audio Video Production industry, rising 26.5% compared to 24.4% for the industry [10] - The company's performance is driven by strong results in Game & Network Services, Music, and Imaging & Sensing Solutions, despite challenges in Pictures and Entertainment, and Technology & Services [10] - Increased engagement in PlayStation and higher streaming in Recorded Music are contributing to growth, while Imaging & Sensing Solutions benefits from higher image sensor sales [11] - The acquisition of STATSports is expected to enhance sports analytics capabilities, although there are concerns about business volatility and a slowdown in the imaging market [12] Tredegar Corp. (TG) - Tredegar's shares have underperformed the Zacks Chemical - Plastic industry, declining 1.6% compared to the industry's 23.8% gain [13] - The company reported a strong Q3 2025 rebound, with Aluminum Extrusions EBITDA surging 172% year-over-year, driven by higher volumes and improved pricing [14] - Net income improved to $7.1 million from a loss of $3.4 million in Q3 2024, supported by stronger operating cash flow [14] - Despite facing challenges such as elevated corporate costs and high customer concentration, Tredegar maintained its market position through pricing flexibility and achieved 34% year-over-year volume growth in specialty products [15] CVD Equipment Corp. (CVV) - CVD Equipment's shares have gained 9.3% over the past six months, slightly underperforming the Zacks Manufacturing - General Industrial industry's gain of 10.5% [16] - The company is positioned for long-term growth in advanced materials for aerospace and EV batteries, supported by differentiated CVD/CVI platforms [16] - Key growth drivers include the adoption of ceramic matrix composites in aerospace and alignment with the shift to 200mm SiC wafers in power electronics [17] - Recent margin improvements and a restructuring plan targeting $2 million in annual cost savings are expected to enhance operating leverage, although risks include order volatility and customer concentration [18]

Core Insights - DoorDash (DASH) is experiencing significant growth due to increasing consumer demand for e-commerce and local delivery services, leading to a notable rise in its e-commerce growth [1] Group 1: Company Performance - Total orders for DoorDash increased by 21% year over year to 776 million in Q3 2025 [3] - Marketplace Gross Order Value (GOV) rose by 25% year over year to $25 billion, indicating strong demand across platforms [3] - The company is expanding its partner base to enhance express grocery delivery services, solidifying its position in the on-demand delivery market [2] Group 2: Strategic Initiatives - DoorDash is diversifying into new verticals such as grocery, convenience, alcohol, and retail, adding major grocers like Kroger to its platform [4] - Investments in autonomous delivery systems, including a partnership with Waymo to test autonomous delivery in Metro Phoenix, are expected to further enhance e-commerce growth [5] Group 3: Competitive Landscape - DoorDash faces stiff competition from other local food delivery platforms like Uber Technologies and Amazon, which are also expanding their market presence [6] - Uber Technologies reported a 27% year-over-year increase in delivery segment revenues, while Amazon is integrating fresh groceries into its same-day delivery offerings [7][8] Group 4: Valuation and Estimates - DoorDash shares have increased by 3.7% over the past six months, underperforming the Zacks Internet-Services industry's growth of 74.7% [9] - The current Price/Book ratio for DoorDash is 10.19, which is higher than the industry average of 7.88 [12] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.23 per share, reflecting a year-over-year increase of 668.97% [14]

Alphabet (GOOGL) closed at $312.43 in the latest trading session, marking a -2.43% move from the prior day. This change lagged the S&P 500's 0.21% gain on the day. Elsewhere, the Dow saw an upswing of 1.35%, while the tech-heavy Nasdaq depreciated by 0.26%. Heading into today, shares of the internet search leader had gained 11.68% over the past month, outpacing the Computer and Technology sector's gain of 2.05% and the S&P 500's gain of 0.89%.Market participants will be closely following the financial resul ...

Uber Technologies (UBER) closed the most recent trading day at $85.65, moving +1.77% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.21% for the day. On the other hand, the Dow registered a gain of 1.35%, and the technology-centric Nasdaq decreased by 0.26%. Prior to today's trading, shares of the ride-hailing company had lost 10.06% lagged the Computer and Technology sector's gain of 2.05% and the S&P 500's gain of 0.89%.The investment community will be close ...

Key Takeaways DoorDash shares jumped 29.6% over the past year on strong order and GOV growth. Expanding partnerships, including Family Dollar and McDonald's, boosted reach and demand. DASH guides Q4 Marketplace GOV to $28.9-$29.5B while 2025 revenue estimates rise sharply. DoorDash (DASH) shares have gained 29.7% in the trailing 12 months, outperforming the Zacks Computer & Technology sector’s growth of 27.2%. The outperformance can be attributed to strong order growth and rising Marketplace GOV, along with ...

It has been about a month since the last earnings report for DoorDash, Inc. (DASH) . Shares have added about 12.6% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is DoorDash due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.DASH Q3 Earnin ...

A month has gone by since the last earnings report for Lyft (LYFT) . Shares have added about 6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Lyft due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Lyft, Inc. before we dive into how investors and analysts have reacted as of late.Earnings Miss at LYFT in Q3Lyft reported unimpr ...

Key Takeaways DASH's total orders climbed 21% in Q3 2025 to 776M on stronger engagement and new customers. Record DashPass and Wolt subscriptions and added retail partners supported order growth. DASH expanded its Autonomous Delivery Platform through a new Waymo pilot and promotions.DoorDash (DASH) is benefiting from a large customer base and strong growth in average consumer engagement, which has enhanced its order volume. In the third quarter of 2025, total orders increased 21% year over year to 776 milli ...

Core Viewpoint - Alphabet Inc. has demonstrated strong stock performance, with a 16% increase over the past month and a 53.9% rise since the beginning of the year, outperforming both the Zacks Computer and Technology sector and the Zacks Internet - Services industry [1] Financial Performance - In the last earnings report on October 29, 2025, Alphabet reported an EPS of $2.87, exceeding the consensus estimate of $2.26, and beat the revenue estimate by 2.95% [2] - For the current fiscal year, Alphabet is projected to achieve earnings of $10.52 per share on revenues of $340.32 billion, reflecting a 30.85% increase in EPS and a 15.32% increase in revenues [3] - For the next fiscal year, expected earnings are $10.94 per share on revenues of $387.9 billion, indicating a year-over-year change of 3.97% in EPS and 13.98% in revenues [3] Valuation Metrics - Alphabet's current valuation metrics indicate a premium, trading at 27.9X current fiscal year EPS estimates compared to the peer industry average of 18.6X, and at 30.9X trailing cash flow versus an average of 13.5X for its peer group [7] - The stock has a PEG ratio of 1.7, which does not place it among the top echelon of stocks from a value perspective [7] Zacks Rank and Style Scores - Alphabet holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - The stock has a Value Score of D, while its Growth and Momentum Scores are both B, resulting in a combined VGM Score of B [6]