Recent Articles from StockStory

Mortgage REIT PennyMac Mortgage Investment Trust (NYSE:PMT) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 19.3% year on year to $87.1 million. Its GAAP profit of $0.48 per share was 20.7% above analysts’ consensus estimates.

Financial services company The Bancorp (NASDAQ:TBBK) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 16.1% year on year to $172.6 million. Its GAAP profit of $1.28 per share was 9.9% below analysts’ consensus estimates.

Financial holding company Hilltop Holdings (NYSE:HTH) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 9.3% year on year to $329.9 million. Its GAAP profit of $0.69 per share was 99% above analysts’ consensus estimates.

Audio and video technology company Dolby Laboratories (NYSE:DLB) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 2.9% year on year to $346.7 million. Guidance for next quarter’s revenue was optimistic at $390 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $1.06 per share was 6.7% above analysts’ consensus estimates.

Regional banking company Ameris Bancorp (NYSE:ABCB) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 5.5% year on year to $307.1 million. Its non-GAAP profit of $1.59 per share was 0.9% above analysts’ consensus estimates.

IT services provider DXC Technology (NYSE:DXC) met Wall Streets revenue expectations in Q4 CY2025, but sales were flat year on year at $3.19 billion. On the other hand, next quarter’s revenue guidance of $3.18 billion was less impressive, coming in 1% below analysts’ estimates. Its non-GAAP profit of $0.96 per share was 16.2% above analysts’ consensus estimates.

Property and casualty insurer Selective Insurance Group (NASDAQ:SIGI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 8.6% year on year to $1.36 billion. Its non-GAAP profit of $2.57 per share was 17.7% above analysts’ consensus estimates.

Mortgage banking company PennyMac Financial Services (NYSE:PFSI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $538 million. Its GAAP profit of $1.97 per share was 39.6% below analysts’ consensus estimates.

Investment management firm Federated Hermes (NYSE:FHI) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 13.7% year on year to $482.8 million. Its GAAP profit of $1.39 per share was 14% above analysts’ consensus estimates.

Digital banking company Axos Financial (NYSE:AX) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 25.1% year on year to $385.1 million. Its non-GAAP profit of $2.25 per share was 8.5% above analysts’ consensus estimates.

Footwear and apparel conglomerate Deckers (NYSE:DECK) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 7.1% year on year to $1.96 billion. The company’s full-year revenue guidance of $5.41 billion at the midpoint came in 0.9% above analysts’ estimates. Its GAAP profit of $3.33 per share was 20.5% above analysts’ consensus estimates.

Global payments technology company Visa (NYSE:V) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 14.6% year on year to $10.9 billion. Its non-GAAP profit of $3.17 per share was 0.9% above analysts’ consensus estimates.

Medical device company ResMed (NYSE:RMD) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 11% year on year to $1.42 billion. Its non-GAAP profit of $2.81 per share was 3.2% above analysts’ consensus estimates.

Florida regional bank Seacoast Banking (NASDAQ:SBCF) announced better-than-expected revenue in Q4 CY2025, with sales up 43.6% year on year to $203.3 million. Its non-GAAP profit of $0.44 per share was 11.7% below analysts’ consensus estimates.

Medical technology company Stryker (NYSE:SYK) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.4% year on year to $7.17 billion. Its non-GAAP profit of $4.47 per share was 1.7% above analysts’ consensus estimates.

Insurance and financial services company The Hartford (NYSE:HIG) announced better-than-expected revenue in Q4 CY2025, with sales up 6.7% year on year to $7.34 billion. Its non-GAAP profit of $4.06 per share was 26.2% above analysts’ consensus estimates.

Independent financial services firm LPL Financial (NASDAQ:LPLA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 40.4% year on year to $4.93 billion. Its non-GAAP profit of $5.23 per share was 6.8% above analysts’ consensus estimates.

Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 25.2% year on year to $3.02 billion. On top of that, next quarter’s revenue guidance ($3.2 billion at the midpoint) was surprisingly good and 6.8% above what analysts were expecting. Its non-GAAP profit of $2.13 per share was 10.5% above analysts’ consensus estimates.

Insurance brokerage firm Arthur J. Gallagher (NYSE:AJG) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 35.6% year on year to $3.63 billion. Its non-GAAP profit of $2.38 per share was 1.4% above analysts’ consensus estimates.

iPhone and iPad maker Apple (NASDAQ:AAPL) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 15.7% year on year to $143.8 billion. Its GAAP profit of $2.84 per share was 6.4% above analysts’ consensus estimates.

Aerospace and defense company Hexcel (NYSE:HXL) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 3.7% year on year to $491.3 million. On the other hand, the company’s full-year revenue guidance of $2.05 billion at the midpoint came in 0.7% below analysts’ estimates. Its non-GAAP profit of $0.52 per share was 5.2% above analysts’ consensus estimates.

Specialized talent solutions company Robert Half (NYSE:RHI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 5.8% year on year to $1.30 billion. Its GAAP profit of $0.32 per share was 8.4% above analysts’ consensus estimates.

Freight and logistics provider Covenant Logistics (NASDAQ:CVLG) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 6.5% year on year to $295.4 million. Its non-GAAP profit of $0.31 per share was 7% below analysts’ consensus estimates.

Security and healthcare technology company OSI Systems (NASDAQ:OSIS) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $419.8 million. Its non-GAAP profit of $2.58 per share was 2.3% above analysts’ consensus estimates.

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 7.2% year on year to $3.30 billion. Guidance for next quarter’s revenue was better than expected at $3.35 billion at the midpoint, 1.9% above analysts’ estimates. Its non-GAAP profit of $8.85 per share was 0.6% above analysts’ consensus estimates.

Transportation company Schneider (NYSE:SNDR) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 4.5% year on year to $1.4 billion. Its non-GAAP profit of $0.13 per share was 35% below analysts’ consensus estimates.

Auto financing company Credit Acceptance (NASDAQ:CACC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 46.3% year on year to $579.9 million. Its non-GAAP profit of $11.35 per share was 15.2% above analysts’ consensus estimates.

Medical technology company Hologic (NASDAQ:HOLX) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 2.5% year on year to $1.05 billion. Its non-GAAP profit of $1.04 per share was 5.4% below analysts’ consensus estimates.

Industrial manufacturer Standex (NYSE:SXI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 16.6% year on year to $221.3 million. Its non-GAAP profit of $2.08 per share was 4.7% above analysts’ consensus estimates.

Banking services provider Coastal Financial (NASDAQ:CCB) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 23.3% year on year to $138 million. Its non-GAAP profit of $0.82 per share was 19.3% below analysts’ consensus estimates.

A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow. 

A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow. 

A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow. 

A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow. 

Equipment rental company United Rentals (NYSE:URI) fell short of the markets revenue expectations in Q4 CY2025 as sales rose 2.8% year on year to $4.21 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $17.05 billion at the midpoint. Its non-GAAP profit of $11.09 per share was 6.1% below analysts’ consensus estimates.

Homebuilder Meritage Homes (NYSE:MTH) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 11.5% year on year to $1.44 billion. Its non-GAAP profit of $1.20 per share was 21.2% below analysts’ consensus estimates.

Global specialty insurer AXIS Capital Holdings Limited (NYSE:AXS) announced better-than-expected revenue in Q4 CY2025, with sales up 8.9% year on year to $1.72 billion. Its non-GAAP profit of $3.25 per share was 4.2% above analysts’ consensus estimates.

Shares of cruise ship company Carnival (NYSE:CCL) jumped 7.8% in the afternoon session after its rival, Royal Caribbean, reported strong results and an upbeat full-year profit forecast, driven by record booking demand. Royal Caribbean's outlook for 2026 was above what Wall Street had expected. The company noted that since the start of the key "wave" booking period, it had seen the seven highest booking weeks in its history. A significant portion of its 2026 cruise capacity was already booked at record rates. The strong results from a major competitor provided a boost to rivals, suggesting very strong consumer demand across the entire cruise industry. This investor optimism lifted shares of other cruise lines, including Carnival.

Shares of water heating and treatment solutions company A.O. Smith (NYSE:AOS) jumped 5.9% in the afternoon session after its fourth-quarter 2025 earnings surpassed Wall Street's expectations, signaling strong profitability to investors. 

Shares of regional bank Washington Trust Bancorp (NASDAQ:WASH) jumped 11.6% in the afternoon session after the company posted strong fourth-quarter 2025 earnings that surpassed analyst expectations for both revenue and profit. 

Shares of puerto Rican financial services company OFG Bancorp (NYSE:OFG) jumped 4.6% in the afternoon session after the company announced an increase in its quarterly dividend and a new $200 million stock repurchase plan. 

Shares of industrial process heating solutions provider Thermon (NYSE:THR) jumped 3.8% in the afternoon session after the company reported strong quarterly financial results that beat expectations. Thermon posted an adjusted earnings per share of $0.55, which was significantly higher than the forecast of $0.365. This result marked a positive earnings surprise of more than 50%. Additionally, the company's revenue came in at $131.7 million, surpassing the anticipated $119.95 million. These figures highlighted the company's solid performance during the recent quarter, leading to a positive reaction from investors.

Shares of electrical connector manufacturer Amphenol (NYSE:APH) jumped 3% in the afternoon session after analysts at Barclays and Citigroup raised their price targets on the stock. Barclays maintained its "Overweight" rating while increasing its price target on Amphenol to $175.00 from $156.00. 

Shares of aviation and fleet aftermarket services provider VSE Corporation (NASDAQ:VSEC) jumped 4.7% in the afternoon session after the company agreed to acquire Precision Aviation Group (PAG) for approximately $2.025 billion and released strong preliminary financial results. 

Shares of network testing solutions company Viavi Solutions (NASDAQ:VIAV) jumped 14.3% in the afternoon session after the company reported strong fourth-quarter 2025 results that beat expectations and provided an optimistic forecast for the upcoming quarter. 

Shares of aerospace and defense company Hexcel (NYSE:HXL) jumped 7.4% in the afternoon session after its fourth-quarter results beat Wall Street's expectations, overshadowing a weaker-than-anticipated forecast for the full year. 

Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) jumped 8.1% in the afternoon session after the company reported fourth-quarter 2025 results that featured a notable revenue beat and a robust outlook for the upcoming quarter. 

Shares of government engineering solutions provider Amentum Holdings (NYSE:AMTM) jumped 3.4% in the afternoon session after the company announced multiple significant contract wins related to nuclear energy and received positive analyst commentary. 

Shares of CRM software giant Salesforce (NYSE:CRM) fell 7.2% in the afternoon session after negative sentiment spread across the software sector as peers including Microsoft (MSFT), SAP (SAP), and ServiceNow (NOW) provided mixed updates. 

Shares of industrial conglomerate Honeywell (NASDAQ:HON) jumped 4.6% in the afternoon session after the company reported mixed fourth-quarter 2025 results that featured a profit beat but a revenue miss. 

Shares of electronic component provider Littelfuse (NASDAQ:LFUS) jumped 3.3% in the afternoon session after the company reported fourth-quarter results that beat analyst expectations and provided a strong forecast for the upcoming quarter, leading to an analyst upgrade. 

Shares of technology and consulting giant IBM (NYSE:IBM) jumped 3.6% in the afternoon session after the company reported fourth-quarter results that beat Wall Street estimates and offered a strong financial outlook for the upcoming year. The technology and consulting giant's revenue grew 12.1% year-over-year to $19.69 billion, while its adjusted earnings of $4.52 per share also topped expectations. The company's performance was lifted by its Software segment, which has consistently outperformed its total sales. Looking ahead, IBM projected constant currency revenue growth of more than 5% for 2026 and an increase of about $1 billion in year-over-year free cash flow, signaling confidence in its future performance. The positive results and upbeat guidance were well-received by investors.

Shares of luxury cruise operator Viking (NYSE:VIK) jumped 4.8% in the afternoon session after positive results from rival Royal Caribbean suggested strong demand across the cruise industry. 

Shares of homebuilding company PulteGroup (NYSE:PHM) jumped 3.5% in the afternoon session after the company reported mixed fourth-quarter results, where a strong revenue beat appeared to outweigh an earnings shortfall. 

Regional banking company Origin Bancorp (NYSE:OBK) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 14.5% year on year to $102.9 million. Its non-GAAP profit of $0.99 per share was 15.3% above analysts’ consensus estimates.

Regional banking company First Interstate BancSystem (NASDAQ:FIBK) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 4.1% year on year to $250.2 million. Its non-GAAP profit of $1.08 per share was 71.3% above analysts’ consensus estimates.

Environmental engineering firm Tetra Tech (NASDAQ:TTEK) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 13.4% year on year to $1.04 billion. Guidance for next quarter’s revenue was better than expected at $1 billion at the midpoint, 1% above analysts’ estimates. Its GAAP profit of $0.40 per share was 25.9% above analysts’ consensus estimates.

Shares of HVAC company Trane (NYSE:TT) jumped 8.3% in the afternoon session after the company reported impressive fourth quarter results that topped analysts' revenue and EPS estimates. 

Shares of technology giant Microsoft (NASDAQ:MSFT) fell 11.8% in the afternoon session after the company reported mixed fourth quarter earnings: Business Services and Intelligent Cloud revenue beat, but Personal Computing missed. EPS, even after removing the impacts of OpenAI, also beat expectations. 

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 9.2% in the afternoon session after the company reported fourth-quarter 2025 earnings that surpassed Wall Street's expectations and provided a strong revenue forecast for the upcoming quarter. 

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) fell 6.1% in the afternoon session after the stock pulled back following a combination of regulatory updates in the U.K., a cautious analyst initiation, and weakness in the broader cryptocurrency market. 

Shares of equipment rental company United Rentals (NYSE:URI) fell 15.1% in the afternoon session after it reported fourth-quarter financial results that did not meet Wall Street's expectations. 

Shares of diversified bank holding company Merchants Bancorp (NASDAQCM:MBIN) jumped 16.3% in the afternoon session after the company reported fourth-quarter 2025 results that surpassed Wall Street's expectations for both earnings and revenue. 

Shares of boat and marine products retailer MarineMax (NYSE:HZO) fell 8.8% in the afternoon session after the company reported a wider-than-expected loss for its fourth quarter, overshadowing a beat on revenue. 

Shares of beverage company Zevia (NYSE:ZVIA) fell 4.5% in the afternoon session after a major shareholder, Caisse de dépôt et placement du Québec, sold a significant portion of its stake in the company. 

Shares of cruise company Norwegian Cruise Line (NYSE:NCLH) jumped 9.6% in the afternoon session after its peer, Royal Caribbean Cruises, reported strong full-year guidance, which lifted the entire cruise sector. 

Shares of financial services company Bread Financial (NYSE:BFH) jumped 5.1% in the afternoon session after the company reported fourth-quarter 2025 financial results that significantly surpassed Wall Street's expectations. 

Shares of equipment rental company Herc Holdings (NYSE:HRI) fell 7.3% in the afternoon session after BofA Securities double-downgraded the stock to "underperform" from "buy," citing impacts from the Hollywood writers and actors strike. 

Shares of auto services provider Monro (NASDAQ:MNRO) fell 2.9% in the afternoon session after the company reported mixed third-quarter results, with a 4% drop in total sales that missed revenue expectations. 

Shares of security and Aerospace company Lockheed Martin (NYSE:LMT) jumped 5.9% in the afternoon session after the company reported strong fourth-quarter 2025 results and provided an optimistic financial forecast for 2026 that surpassed Wall Street's expectations. 

Shares of senior living provider Brookdale Senior Living (NYSE:BKD) jumped 7.9% in the afternoon session after RBC Capital raised its price target on the stock in response to the company's strong 2026 financial guidance. 

Shares of vocational education company Adtalem Global Education (NYSE:ATGE) fell 9.5% in the afternoon session after the company reported mixed fourth-quarter 2025 results, as a significant miss on a key profitability metric overshadowed a revenue beat and raised profit guidance for the full year. The vocational education company's revenue grew 12.4% year-over-year to $503.4 million, ahead of Wall Street's expectations. Similarly, its adjusted earnings per share of $2.43 beat consensus estimates. However, investors appeared to focus on the company's adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), which came in at $87.91 million, missing analyst forecasts by a wide margin of 36.5%. While Adtalem also raised its full-year adjusted EPS guidance, the substantial EBITDA miss signaled underlying profitability concerns that appeared to weigh more heavily on investor sentiment.

Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) fell 5.7% in the afternoon session after Goldman Sachs lowered its price target on the company's stock. The firm reduced its target to $16.50 from $19.00 but kept its Neutral rating. 

Shares of financial technology provider SEI Investments (NASDAQ:SEIC) jumped 2.6% in the afternoon session after the company reported fourth-quarter financial results that surpassed analyst expectations for revenue and earnings. 

Shares of e-commerce florist and gift retailer 1-800-FLOWERS (NASDAQ:FLWS) jumped 18.6% in the afternoon session after the company reported fourth-quarter results that featured a significant beat on profit, even as revenue declined year on year.