Core Insights - Check Point Software (CHKP) has a strong track record of exceeding earnings estimates, particularly in the last two quarters, with an average surprise of 30.62% [1] - In the last reported quarter, Check Point achieved earnings of $3.94 per share, significantly surpassing the Zacks Consensus Estimate of $2.45 per share by 60.82% [2] - The previous quarter also saw Check Point slightly exceed expectations, reporting earnings of $2.37 per share against an estimate of $2.36 per share, resulting in a surprise of 0.42% [2] Earnings Estimates and Predictions - There has been a favorable shift in earnings estimates for Check Point, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time, suggesting a high probability of exceeding consensus estimates [6] - Check Point currently has an Earnings ESP of +0.08%, reflecting recent bullish sentiment among analysts regarding the company's earnings prospects [8] Upcoming Earnings Report - The next earnings report for Check Point is anticipated to be released on February 12, 2026, and the combination of a positive Earnings ESP and a Zacks Rank 3 suggests a potential for another earnings beat [8]

Rubric - Rubric reported a surprise profit with adjusted EPS of 10 cents per share, significantly better than the expected loss of 17 cents per share [2] - Revenue for Rubric topped $350 million, exceeding expectations, driven by a 52% growth in subscription revenue, indicating strong customer retention [2][3] - The company achieved positive operating income for the first time, with gross margins climbing to over 82%, reflecting efficient scaling of the business [3][4] - Free cash flow surged to $76.9 million, up nearly 400% year-over-year, and Rubric holds over $1.5 billion in cash, providing ample room for growth without needing to raise additional funds [4][5] Victoria's Secret - Victoria's Secret reported a loss of 27 cents per share, better than the expected loss of 59 cents, with revenue coming in at $1.47 billion, also exceeding expectations [6][7] - The company experienced less reliance on discounting, leading to improved margins and a shrinking quarterly loss, with strong performance across both its namesake brand and Pink [7][8] - Traffic improvements outpaced overall mall traffic, indicating a resurgence in popularity among younger consumers, particularly those aged 18 to 24 [9] Ulta Beauty - Ulta Beauty's shares surged following better-than-expected results, with adjusted EPS of $5.14 compared to the expected $4.56, and revenue of $2.86 billion, surpassing the anticipated $2.72 billion [11] - Comparable sales increased by more than 6%, with strong performance in both mass market and premium brands, indicating robust consumer spending on beauty products [12][13] - The company reported positive trends in average transaction value and increased customer transactions, suggesting strong momentum heading into the holiday shopping season [13]

Core Viewpoint - Truist Securities initiated coverage of Commvault Systems (NASDAQ:CVLT) with a Buy rating, highlighting the company's potential to benefit from the increasing significance of data security [2] Summary by Category Company Overview - Commvault Systems is positioned to capitalize on the growing importance of data security, which is a critical factor in the current market landscape [2] Stock Performance - Truist set a price target of $230 for Commvault's stock, indicating a positive outlook for the company's future performance [2] - Following the initiation of coverage, shares of Commvault were up 4% [2]