It has been about a month since the last earnings report for The Trade Desk (TTD) . Shares have lost about 9.2% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is The Trade Desk due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for The Trade Desk before we dive into how investors and analysts have r ...

Core Insights - Marchex (MCHX) reported a quarterly loss of $0.04 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.01, marking a 300% earnings surprise [1] - The company's revenues for the quarter ended December 2025 were $10.85 million, missing the Zacks Consensus Estimate by 1.11% and down from $11.92 million a year ago [2] - Marchex shares have declined approximately 13.9% year-to-date, compared to a 4.2% decline in the S&P 500 [3] Financial Performance - Over the last four quarters, Marchex has only surpassed consensus EPS estimates once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $11.4 million, and for the current fiscal year, it is $0.01 on revenues of $48.59 million [7] Market Outlook - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Internet - Services industry, to which Marchex belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Key Takeaways DoorDash sees strong e-commerce growth, with Q4 2025 orders up 32% to 903 million and GOV up 39%. DASH expands into grocery, retail and alcohol, adding partners like Kroger to boost volume and reach. DoorDash faces rising competition from Shopify and Amazon while trading at a premium valuation. DoorDash (DASH) is benefiting from the growing consumer demand for e-commerce and local delivery services, which has led to a significant uptick in its e-commerce growth.The company’s efforts to expand ...

Core Insights - Alphabet Inc. (GOOG) closed at $289.20, reflecting a -3.28% change from the previous day, underperforming the S&P 500's loss of 0.37% [1] - The upcoming earnings report is anticipated to show an EPS of $2.76, a decrease of 1.78% year-over-year, with expected revenue of $91.69 billion, indicating a 19.88% increase from the same quarter last year [2] - For the full year, earnings are projected at $11.6 per share and revenue at $407.2 billion, representing increases of +7.31% and +18.75% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Alphabet Inc. reflect changing short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's profitability [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Alphabet Inc. as 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [6] Valuation Metrics - Alphabet Inc. has a Forward P/E ratio of 25.77, which is higher than the industry average of 15.43, suggesting that the company is trading at a premium [7] - The company also has a PEG ratio of 1.75, which is comparable to the industry average PEG ratio of 1.77 [7] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 182, placing it in the bottom 26% of over 250 industries [8]

Company Performance - Dropbox (DBX) stock closed at $24.42, reflecting a -2.4% change from the previous day's closing price, underperforming the S&P 500 which gained 1.15% [1] - The stock has decreased by 1.81% over the past month, which is better than the Computer and Technology sector's loss of 5.27% and the S&P 500's loss of 5.69% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.71, a 1.43% increase compared to the same quarter last year, while revenue is forecasted to be $619.51 million, indicating a 0.83% decline year-over-year [2] - Full-year Zacks Consensus Estimates predict earnings of $3.05 per share and revenue of $2.49 billion, representing year-over-year changes of +7.39% for earnings and -1.13% for revenue [3] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for Dropbox are seen as indicative of the company's business outlook, with positive revisions suggesting optimism [3][4] - Dropbox currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 8.2, which is below the industry average of 15.03 [5] - The company has a PEG ratio of 1.17, compared to the industry average of 1.76, indicating a more favorable valuation relative to expected earnings growth [6] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 174, placing it in the bottom 29% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

It has been about a month since the last earnings report for DoorDash, Inc. (DASH) . Shares have lost about 9.6% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is DoorDash due for a breakout? 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 DoorDash, Inc. before we dive into how investors and analysts have reacted as of late.DoorDash Q4 Earnings ...

Core Insights - LivePerson (LPSN) reported a quarterly loss of $0.29 per share, significantly better than the Zacks Consensus Estimate of a loss of $1.75, marking an earnings surprise of +83.43% [1] - The company generated revenues of $59.29 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 14.26%, although this represents a decline from year-ago revenues of $73.21 million [2] Financial Performance - Over the last four quarters, LivePerson has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is -$1.97 on revenues of $51.61 million, and for the current fiscal year, it is -$6.59 on revenues of $211.75 million [7] Market Position - LivePerson shares have declined approximately 28.4% since the beginning of the year, contrasting with the S&P 500's decline of 1% [3] - The Zacks Industry Rank places the Internet - Services sector in the bottom 29% of over 250 Zacks industries, indicating potential challenges for stock performance [8] Future Outlook - The sustainability of LivePerson's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for LivePerson is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Insights - DoorDash (DASH) is experiencing significant growth in its Marketplace Gross Order Value (GOV), which increased by 39% year-over-year to $29.7 billion in Q4 2025, surpassing the Zacks Consensus Estimate by 1.64% [1][10] Group 1: Marketplace Expansion - A key driver of DoorDash's GOV growth is its focus on expanding marketplace offerings, including investments in fulfillment services like DashMart, which provides same-day delivery for groceries and convenience items [2] - The expansion into adjacent categories such as retail and grocery has enabled DoorDash to capture a larger share of consumer spending, positioning the company as a leader in the on-demand delivery space [2] Group 2: Partnerships and Collaborations - DoorDash's partnerships with major retailers and restaurants, including OpenAI, Old Navy, Family Dollar, Waymo, Kroger, McDonald's, and Ace Hardware, have significantly broadened its reach and enhanced service offerings, acting as a catalyst for growth [3] Group 3: Future Projections - For Q1 2026, DoorDash anticipates Marketplace GOV to be between $31.0 billion and $31.8 billion, indicating continued growth potential [4][10] Group 4: Competitive Landscape - DoorDash faces rising competition from local food delivery platforms such as Uber Technologies (UBER) and Amazon (AMZN), which are also seeking to expand their market presence and differentiate their services [5] - Amazon's Prime membership program offers fast and free delivery options, contributing to its competitive edge in the delivery ecosystem [6] - Uber Technologies reported a 30% year-over-year increase in Delivery segment revenues to $4.89 billion in Q4 2025, highlighting the competitive dynamics in the delivery market [7] Group 5: Stock Performance and Valuation - DoorDash's shares have declined by 34.3% over the past six months, underperforming the Zacks Internet-Services industry's growth of 23.9% and the broader Zacks Computer & Technology sector's increase of 3.5% [8] - The company's current valuation appears overvalued, with a forward 12-month Price/Earnings ratio of 56.4X, compared to the industry average of 25.7X [11] - The Zacks Consensus Estimate for earnings in Q1 2026 is 41 cents per share, reflecting a 35.9% decrease over the past 30 days and a year-over-year decline of 6.82% [13]

Core Viewpoint - Zillow Group's recent earnings report shows mixed results, with adjusted EPS missing estimates but total revenues exceeding expectations, indicating potential growth despite rising costs [2][3]. Financial Performance - The fourth-quarter 2025 adjusted EPS was 39 cents, below the Zacks Consensus Estimate of 42 cents, but showed significant year-over-year growth [2]. - Total revenues reached $654 million, surpassing the Zacks Consensus Estimate of $649.8 million, reflecting an 18.1% year-over-year increase [3]. - For-sale revenues increased by 11% to $475 million, while residential revenues grew by 8% to $418 million, supported by agent and software offerings [4]. - Mortgage revenues rose by 39% year-over-year to $57 million, driven by a 67% increase in purchase loan origination volume to $1.5 billion [4]. - Rental revenues surged by 44.8% year-over-year to $168 million, primarily due to a 63% increase in multifamily revenue [4]. Cost and Margin Analysis - Adjusted EBITDA margin improved by 260 basis points to 23% of revenues, amounting to $149 million, attributed to revenue growth and cost discipline [5]. - Total operating expenses and cost of revenues grew by 7% year-over-year to $665 million, influenced by increased lead acquisition costs and higher legal expenses [6]. Balance Sheet and Shareholder Actions - At the end of Q4 2025, Zillow had $1.3 billion in cash and investments, down from $1.4 billion in the previous quarter [7]. - The company repurchased 3.4 million shares for $232 million during the fourth quarter [7]. Future Outlook - For Q1 2026, Zillow expects total revenues between $700-710 million and adjusted EBITDA between $160 and $175 million, with for-sale revenues projected to grow slightly above 11% [8]. - Rental revenues are anticipated to rise around 40% year-over-year, driven by accelerated multifamily revenue growth [8]. - Management projects mid-teens revenue growth year-over-year and rental revenue growth of around 30% for 2026, with expectations for adjusted EBITDA margin expansion [10]. Market Sentiment and Estimates - Since the earnings release, there has been a downward trend in fresh estimates, with the consensus estimate shifting down by 6.25% [11]. - Zillow currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [13].

Group 1 - Tencent Holding Ltd. shares increased by 10.4% to close at $73.96, following a notable trading volume, contrasting with a 6.7% loss over the past four weeks [1] - The stock is benefiting from Tencent's enhanced AI integration within Weixin's ecosystem, positioning the company to capture significant value as AI evolves [1] - The upcoming quarterly earnings are expected to be $0.98 per share, reflecting a year-over-year increase of 19.5%, with revenues projected at $27.83 billion, up 16.1% from the previous year [2] Group 2 - The consensus EPS estimate for Tencent has remained stable over the last 30 days, indicating that stock price movements may not continue without changes in earnings estimate revisions [3] - Tencent holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment towards the stock [3] - In comparison, Alphabet (GOOGL), another company in the same industry, has a Zacks Rank of 3 (Hold) and has seen a -5.5% return over the past month [3][4]