Akamai Technologies (AKAM) shares soared 10.3% in the last trading session to close at $104.61. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.6% gain over the past four weeks.The increasing demand for Akamai’s security solutions will likely translate into a significant growth opportunity over the long term. With the rapid adoption of cloud computing, security has become a major concern for enterprises. Hackers are using new a ...

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].

Key Takeaways Shopify reported 31% Q4 revenue growth to $3.67B but missed earnings estimates.SHOP generated $715M in free cash flow with improved operating leverage.SHOP trades at 10.8X forward sales, well above sector and peer valuations.Shopify (SHOP) reported a mixed fourth-quarter performance, delivering strong revenue growth but missing earnings expectations. The company posted earnings of 46 cents per share, missing the Zacks Consensus Estimate by 8.69%, though improving marginally from a profit of 44 ...

The market expects Akamai Technologies (AKAM) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to b ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Cirrus Logic (CRUS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Cirrus Logic is one of 612 companies in the Computer and Technology group. The Computer and Technology group currently sits at #5 within the Zacks Sect ...

Company Performance - Dropbox closed at $24.41, down 2.28% from the previous trading session, underperforming the S&P 500's loss of 0.01% [1] - Prior to the recent trading day, Dropbox shares had declined 6.62%, compared to a 1.54% loss in the Computer and Technology sector and a 0.28% loss in the S&P 500 [1] Upcoming Earnings - Dropbox is set to report earnings on February 19, 2026, with an expected earnings per share (EPS) of $0.66, reflecting a year-over-year decline of 9.59% [2] - The Zacks Consensus Estimate for revenue is projected at $627.51 million, down 2.5% from the previous year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.82 per share and revenue of $2.51 billion, indicating a 13.25% increase in earnings but a 1.41% decrease in revenue compared to the prior year [3] Analyst Estimates and Stock Performance - Recent changes in analyst estimates for Dropbox suggest confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Dropbox at 3 (Hold) [5] Valuation Metrics - Dropbox has a Forward P/E ratio of 8.16, which is lower than the industry average of 15.58 [6] - The company has a PEG ratio of 1.32, compared to the Internet - Services industry average PEG ratio of 1.8 [6] Industry Context - The Internet - Services industry, which includes Dropbox, has a Zacks Industry Rank of 159, placing it in the bottom 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The Trade Desk (TTD) ended the recent trading session at $27.23, demonstrating a -3.2% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 0.01%. At the same time, the Dow lost 0.13%, and the tech-heavy Nasdaq lost 0.16%. The digital-advertising platform operator's shares have seen a decrease of 24.26% over the last month, not keeping up with the Computer and Technology sector's loss of 1.54% and the S&P 500's loss of 0.28%.The upcoming earnings release of The Trade ...

Group 1 - Baidu Inc. (BIDU) stock decreased by 1.72% to $145.12, performing better than the S&P 500's daily loss of 0.01% [1] - Over the past month, Baidu's shares have declined by 1.13%, while the Computer and Technology sector and the S&P 500 lost 1.54% and 0.28%, respectively [1] Group 2 - Baidu's upcoming earnings report is scheduled for February 26, 2026, with projected EPS of $1.47, reflecting a 44.11% decrease compared to the same quarter last year [2] - The consensus estimate for revenue is $4.68 billion, indicating a slight increase of 0.15% from the same quarter last year [2] Group 3 - For the full year, analysts expect earnings of $7.12 per share and revenue of $18.42 billion, representing declines of 32.38% and 0.39% from the previous year [3] Group 4 - Recent changes to analyst estimates for Baidu indicate the dynamic nature of near-term business trends, with positive revisions suggesting a favorable outlook on business health and profitability [4] Group 5 - The Zacks Rank system, which evaluates estimate changes, indicates that Baidu Inc. currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate decreasing by 0.92% in the past month [6] Group 6 - Baidu's Forward P/E ratio is 15.47, which is lower than the industry average Forward P/E of 15.58, suggesting a valuation discount [7] - The Internet - Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 159, placing it in the bottom 36% of over 250 industries [7]

分组1 - Shopify reported quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.50 per share, representing an earnings surprise of -8.69% [1] - The company posted revenues of $3.67 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.55%, compared to year-ago revenues of $2.81 billion [2] - Over the last four quarters, Shopify has surpassed consensus revenue estimates four times, but has only exceeded consensus EPS estimates once [2] 分组2 - Shopify shares have lost about 21% since the beginning of the year, while the S&P 500 has gained 1.4% [3] - The current consensus EPS estimate for the coming quarter is $0.32 on revenues of $2.93 billion, and for the current fiscal year, it is $1.78 on revenues of $13.97 billion [7] - The Zacks Industry Rank for Internet - Services is currently in the bottom 36% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

分组1 - Lyft reported a quarterly loss of $0.2 per share, missing the Zacks Consensus Estimate of $0.32, and compared to earnings of $0.3 per share a year ago, representing an earnings surprise of -162.50% [1] - The company posted revenues of $1.59 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 9.55%, and this is an increase from year-ago revenues of $1.55 billion [2] - Lyft shares have declined approximately 14.3% since the beginning of the year, while the S&P 500 has gained 1.7% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $1.68 billion, and for the current fiscal year, it is $1.51 on revenues of $7.44 billion [7] - The Zacks Industry Rank indicates that the Internet - Services sector is currently in the bottom 37% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]