Recent Articles from StockStory

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) announced better-than-expected revenue in Q4 CY2025, with sales up 6.2% year on year to $1.44 billion. The company expects the full year’s revenue to be around $5.95 billion, close to analysts’ estimates. Its non-GAAP profit of $1.99 per share was 4.1% above analysts’ consensus estimates.

Homebuilding company Toll Brothers (NYSE:TOL) announced better-than-expected revenue in Q4 CY2025, with sales up 15.4% year on year to $2.15 billion. Its GAAP profit of $2.19 per share was 3.4% above analysts’ consensus estimates.

Online casino and sports betting company Rush Street Interactive (NYSE:RSI) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 27.8% year on year to $324.9 million. The company’s full-year revenue guidance of $1.4 billion at the midpoint came in 6.2% above analysts’ estimates. Its non-GAAP profit of $0.08 per share was 24.8% below analysts’ consensus estimates.

Maritime shipping company Genco (NYSE:GNK) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 62.8% year on year to $109.9 million. Its non-GAAP profit of $0.39 per share was 5.8% above analysts’ consensus estimates.

Shipping and mailing solutions provider Pitney Bowes (NYSE:PBI) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 7.5% year on year to $477.6 million. The company’s full-year revenue guidance of $1.81 billion at the midpoint came in 2.2% below analysts’ estimates. Its non-GAAP profit of $0.45 per share was 17.6% above analysts’ consensus estimates.

Building products manufacturer JELD-WEN (NYSE:JELD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 10.5% year on year to $802 million. On the other hand, the company’s full-year revenue guidance of $3.03 billion at the midpoint came in 2.4% below analysts’ estimates. Its GAAP loss of $0.47 per share was 60% below analysts’ consensus estimates.

Furniture company La-Z-Boy (NYSE:LZB) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 3.8% year on year to $541.6 million. On the other hand, next quarter’s revenue guidance of $570 million was less impressive, coming in 3.2% below analysts’ estimates. Its non-GAAP profit of $0.61 per share was 2.8% above analysts’ consensus estimates.

Waste management company Republic Services (NYSE:RSG) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 2.2% year on year to $4.14 billion. The company’s full-year revenue guidance of $17.1 billion at the midpoint came in 1.3% below analysts’ estimates. Its non-GAAP profit of $1.76 per share was 7.9% above analysts’ consensus estimates.

Electronic system and device provider Bel Fuse (NASDAQ:BELFA) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.4% year on year to $175.9 million. On top of that, next quarter’s revenue guidance ($172.5 million at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.98 per share was 80.8% above analysts’ consensus estimates.

Health and wellness products company USANA Health Sciences (NYSE:USNA) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.9% year on year to $226.2 million. The company’s full-year revenue guidance of $962.5 million at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 46.3% above analysts’ consensus estimates.

Engineered materials manufacturer Rogers (NYSE:ROG) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 4.8% year on year to $201.5 million. On the other hand, next quarter’s revenue guidance of $200.5 million was less impressive, coming in 2.9% below analysts’ estimates. Its non-GAAP profit of $0.89 per share was 48.3% above analysts’ consensus estimates.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.9% year on year to $2.59 billion. The company expects next quarter’s revenue to be around $2.94 billion, coming in 13.1% above analysts’ estimates. Its GAAP profit of $0.61 per share was 32.2% above analysts’ consensus estimates.

Wellness company Medifast (NYSE:MED) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 36.9% year on year to $75.1 million. On the other hand, next quarter’s revenue guidance of $72.5 million was less impressive, coming in 15.2% below analysts’ estimates. Its GAAP loss of $1.65 per share was significantly below analysts’ consensus estimates.

Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 4.2% year on year to $2.92 billion. Its GAAP loss of $1.23 per share was significantly below analysts’ consensus estimates.

Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 51.6% year on year to $451.8 million. The company expects the full year’s revenue to be around $1.76 billion, close to analysts’ estimates. Its non-GAAP loss of $0.24 per share was significantly below analysts’ consensus estimates.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) announced better-than-expected revenue in Q4 CY2025, with sales up 6.2% year on year to $1.44 billion. The company expects the full year’s revenue to be around $5.95 billion, close to analysts’ estimates. Its GAAP profit of $1.42 per share was 17.2% above analysts’ consensus estimates.

Commercial asset marketplace RB Global (NYSE:RBA) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.4% year on year to $1.20 billion. Its non-GAAP profit of $1.11 per share was 11.8% above analysts’ consensus estimates.

Commercial vehicle retailer Rush Enterprises (NASDAQ:RUSH.A) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 11.8% year on year to $1.77 billion. Its GAAP profit of $0.81 per share was 17.1% above analysts’ consensus estimates.

Auto insurance provider Mercury General (NYSE:MCY) announced better-than-expected revenue in Q4 CY2025, with sales up 11.3% year on year to $1.54 billion. Its GAAP profit of $3.66 per share was 43% above analysts’ consensus estimates.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

Shares of software supply chain platform JFrog (NASDAQ:FROG) fell 9.2% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

Stock photography and footage provider Shutterstock (NYSE:SSTK) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 12% year on year to $220.2 million. Its non-GAAP profit of $0.67 per share was 40.4% below analysts’ consensus estimates.

Shares of professional staffing firm Kforce (NYSE:KFRC) fell 3.5% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

Shares of equipment rental company Herc Holdings (NYSE:HRI) fell 12.1% in the afternoon session after the company reported mixed fourth-quarter 2025 results and issued a disappointing outlook for 2026. 

Shares of automotive parts company LKQ (NASDAQ:LKQ) fell 4.5% in the afternoon session after its competitor, Genuine Parts Company (GPC), reported disappointing fourth-quarter financial results, sparking concerns across the auto parts sector. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. 

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

Shares of financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) jumped 7.3% in the afternoon session after the company reported fourth-quarter earnings and revenue that significantly beat analyst expectations. 

Shares of affordable single-family home construction company LGI Homes (NASDAQ:LGIH) fell 7.5% in the afternoon session after the company reported disappointing fourth-quarter 2025 results that showed significant declines in key financial metrics. 

Shares of bedding manufacturer Somnigroup (NYSE:SGI) fell 6.8% in the afternoon session after the company reported fourth-quarter financial results where its revenue and full-year 2026 earnings forecast missed analyst expectations. 

Shares of AI lending platform Upstart (NASDAQ:UPST) jumped 3.7% in the afternoon session after Compass Point upgraded the stock to Neutral from Sell and raised its price target. 

Shares of security hardware provider Allegion (NYSE:ALLE) fell 7.7% in the afternoon session after the company reported fourth-quarter earnings that missed Wall Street estimates and issued a weaker-than-expected forecast for the full year 2026. 

Shares of aerospace and defense company AeroVironment (NASDAQ:AVAV) jumped 7.7% in the afternoon session after JPMorgan initiated coverage on the stock with an 'Overweight' rating and a $320 price target. 

Shares of cruise company Norwegian Cruise Line (NYSE:NCLH) jumped 12.3% in the afternoon session after activist investor Elliott Management built a stake of more than 10% in the cruise operator and planned to push for changes at the company. 

Shares of construction materials company Vulcan Materials (NYSE:VMC) fell 5.5% in the afternoon session after the company reported weak fourth-quarter 2025 earnings and issued a disappointing financial outlook for 2026. 

Shares of auto and industrial parts retailer Genuine Parts (NYSE:GPC) fell 14.1% in the afternoon session after the company reported fourth-quarter 2025 results that missed analyst expectations and provided a weak forecast for the upcoming year, causing shares to fall. 

Shares of healthcare diagnostics company Labcorp Holdings (NYSE:LH) fell 2.7% in the afternoon session after the company reported fourth-quarter revenue that fell short of Wall Street's expectations, overshadowing an earnings beat. 

Shares of document technology company Xerox (NASDAQ:XRX) jumped 3.7% in the afternoon session after the company announced it had raised $450 million for a new joint venture with global alternative asset management firm TPG and revealed a new global sales structure. 

Resource management provider Itron (NASDAQ:ITRI) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 6.7% year on year to $571.7 million. On the other hand, next quarter’s revenue guidance of $570 million was less impressive, coming in 1.8% below analysts’ estimates. Its non-GAAP profit of $2.46 per share was 12.4% above analysts’ consensus estimates.

Affordable single-family home construction company LGI Homes (NASDAQ:LGIH) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 15% year on year to $474 million. Its non-GAAP profit of $0.97 per share was 6.2% above analysts’ consensus estimates.

Hardware products and merchandising solutions provider Hillman (NASDAQ:HLMN) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 4.5% year on year to $365.1 million. The company’s full-year revenue guidance of $1.65 billion at the midpoint came in 1.9% below analysts’ estimates. Its non-GAAP profit of $0.10 per share was in line with analysts’ consensus estimates.

Equipment distributor Watsco (NYSE:WSO) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 10% year on year to $1.58 billion. Its GAAP profit of $1.68 per share was 11% below analysts’ consensus estimates.

Oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 10.6% year on year to $190.2 million. The company expects the full year’s revenue to be around $797 million, close to analysts’ estimates. Its non-GAAP profit of $0.06 per share was $0.02 above analysts’ consensus estimates.

Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $1.04 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.3 billion at the midpoint. Its GAAP profit of $9.05 per share was 83.1% above analysts’ consensus estimates.

Construction materials company Vulcan Materials (NYSE:VMC) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 3.2% year on year to $1.91 billion. Its non-GAAP profit of $1.70 per share was 19.5% below analysts’ consensus estimates.

Financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $172.5 million. On the other hand, next quarter’s revenue guidance of $205 million was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.70 per share was 70.7% above analysts’ consensus estimates.

Auto and industrial parts retailer Genuine Parts (NYSE:GPC) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 4.1% year on year to $6.01 billion. Its non-GAAP profit of $1.55 per share was 14.8% below analysts’ consensus estimates.

Healthcare diagnostics company Labcorp Holdings (NYSE:LH) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 5.6% year on year to $3.52 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $14.7 billion at the midpoint. Its non-GAAP profit of $4.07 per share was 3.2% above analysts’ consensus estimates.

Bedding manufacturer Somnigroup (NYSE:SGI) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 54.7% year on year to $1.87 billion. Its non-GAAP profit of $0.72 per share was in line with analysts’ consensus estimates.

Equipment rental company Herc Holdings (NYSE:HRI) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 27.1% year on year to $1.21 billion. The company’s full-year revenue guidance of $4.34 billion at the midpoint came in 14.2% below analysts’ estimates. Its non-GAAP profit of $2.07 per share was 11% above analysts’ consensus estimates.

Building materials company Builders FirstSource (NYSE:BLDR) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 12.1% year on year to $3.36 billion. On the other hand, the company’s full-year revenue guidance of $15.3 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $1.12 per share was 12.3% below analysts’ consensus estimates.

Security hardware provider Allegion (NYSE:ALLE) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.3% year on year to $1.03 billion. Its non-GAAP profit of $1.94 per share was 2% below analysts’ consensus estimates.

Defense contractor Leidos (NYSE:LDOS) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 3.6% year on year to $4.21 billion. The company’s full-year revenue guidance of $17.7 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $2.76 per share was 5.9% above analysts’ consensus estimates.

Teradata’s Q4 results were met with a strong positive market reaction, reflecting better-than-expected execution across key areas. Management attributed the upside to a resurgence of customer interest in hybrid cloud and on-premise deployments, with demand spurred by new AI-focused products and services. CEO Steve McMillan highlighted, “We stabilized the business, meaningfully improved retention, and saw customers choosing to expand their use of Teradata with a mix of both traditional and new types of workloads.” Operational discipline and improved consulting services margins also contributed to the solid quarter.

WESCO’s fourth quarter saw a muted market response, as the company's non-GAAP earnings per share fell short of Wall Street’s expectations despite sales growth in line with analyst forecasts. Management attributed the positive revenue trend to exceptional performance in its data center solutions business, which reported approximately 30% year-over-year growth, as well as solid results from communications, security, and electrical solutions. However, CEO John Engel acknowledged that ongoing sales and margin pressures in the utility and broadband segment, particularly with public power customers, remained a significant challenge. Engel also noted, "We saw a clear inflection back to growth with our investor-owned utilities in the second quarter of last year."

Cloudflare’s fourth quarter results were met with a strong positive market reaction, as the company’s focus on enterprise sales and AI-driven demand underscored its performance. Management credited the acceleration in large customer growth and an expanding pipeline of high-value deals as key contributors to the quarter’s outperformance. CEO Matthew Prince highlighted, “We blew away our previous record for new ACV in the quarter, with strong year-over-year and quarter-over-quarter acceleration,” while emphasizing Cloudflare’s strategic positioning as a “must-have” platform for both traditional and AI-native customers.

Xylem’s fourth quarter results were driven by disciplined execution and operational improvements across its portfolio, though the market reacted negatively due to concerns about future growth. Management highlighted progress on its operating model transformation, which included simplifying the company’s structure, improving on-time delivery, and reducing layers in the organization. CEO Matthew Pine emphasized that the “numbers we posted this morning reflect the ground we’ve already taken,” citing gains from increased productivity and focused resource allocation. However, the company acknowledged transient softness in several segments, particularly in China and analytics, as deliberate exits from low-margin businesses created short-term revenue pressure.

Lattice Semiconductor’s fourth quarter was marked by robust growth, reflecting strong demand in both data center artificial intelligence (AI) and physical AI applications. Management credited the quarter’s performance to expanded adoption of its low-power field-programmable gate arrays (FPGAs), which serve as companion chips in a wide array of systems. CEO Ford Tamer emphasized that Lattice’s solutions are now “being widely adopted at an accelerating rate,” noting that the company’s attach rates and average selling prices both increased. The business also benefited from successful normalization of channel inventory and record design wins across computing and communications sectors.

Masco’s fourth quarter results were viewed favorably by the market despite revenue falling short of Wall Street expectations. Management attributed the quarter’s performance to strong pricing actions in plumbing, cost savings initiatives, and ongoing market share gains in key brands like Delta Faucet and Behr. CEO Jonathon Nudi pointed to Delta’s robust trade and e-commerce growth and highlighted that “our pro paint market share has grown over 200 basis points since 2019,” citing expanded delivery options and a growing sales force as contributors. The company also noted significant headwinds from lower volumes and elevated tariff and commodity costs, particularly in the Decorative Architectural segment.

Pegasystems’ fourth quarter saw revenue and profit metrics exceed Wall Street expectations, but the market responded negatively as operating margin contracted significantly year over year. Management attributed the growth in sales to accelerated adoption of its cloud-first strategy and the increased use of Blueprint, the company’s AI-powered design agent. However, COO and CFO Ken Stillwell noted that while total annual contract value (ACV) rose and cloud-related backlog expanded, near-term profit margins were affected by ongoing investments in innovation and a shift in the business mix toward subscription revenues. CEO Alan Trefler acknowledged that, despite notable top-line performance, the company remains focused on balancing growth and operational efficiency.

Hasbro’s fourth-quarter results were well received by the market, reflecting significant growth in both revenue and profitability. Management attributed the strong performance to the resurgence of its consumer products division, led by MONOPOLY, Peppa Pig, and Marvel, as well as remarkable momentum in its Wizards of the Coast segment. CEO Chris Cocks highlighted the success of Magic: The Gathering, noting that “Magic delivered a record fourth quarter,” and credited robust player growth and expanded distribution for the gains. Cost transformation initiatives and improved product mix also contributed to notable margin expansion.

Zillow’s fourth quarter was marked by double-digit revenue growth and a substantial improvement in operating margin, but the market responded negatively, reflecting concerns about profitability and rising legal expenses. Management attributed the strong topline gains to accelerating momentum in rentals—especially multifamily—and continued expansion of its integrated enhanced markets strategy. CEO Jeremy Wacksman cited traction in software tools like Follow-up Boss and growth in mortgage originations as key contributors, while CFO Jeremy Hofmann noted that higher-than-anticipated legal costs weighed on margins.

Trimble’s fourth quarter results reflected a mixed environment, with the company surpassing Wall Street’s expectations for both revenue and non-GAAP earnings per share despite a modest year-on-year decline in overall sales. Management pointed to the strength of recurring revenue streams—now representing nearly two-thirds of its business—as a key driver, particularly in the AECO (architecture, engineering, construction, and operations) and Field Systems segments. CEO Robert Painter highlighted the company’s “compounding returns” from its Connect & Scale platform strategy, emphasizing the expansion of software and services as well as growing adoption of AI-powered tools that automate customer workflows and unlock efficiencies across construction and logistics.

Assurant’s fourth quarter results reflected continued expansion in its housing and lifestyle segments, but the market responded negatively to the results. Management highlighted the impact of ongoing investments in new product initiatives, such as the launch of home warranty offerings, and the resilience of its core housing business. CEO Keith Demmings credited double-digit growth in adjusted EBITDA, excluding catastrophe losses, to scale in mobile device protection and strong demand in lender-placed insurance. However, he acknowledged that “year-over-year growth was impacted by an unfavorable $7 million non-run rate mobile inventory adjustment in Connected Living.”

NMI Holdings’ fourth quarter results reflected steady execution and consistency, with management attributing performance to expansion of its insured mortgage portfolio and disciplined expense control. CEO Adam Pollitzer highlighted strong new insurance written (NIW) volume and record primary insurance in force, which he described as “the fastest-growing, highest-quality, and best-performing in the MI industry.” Management also cited the success of reinsurance programs and ongoing customer development as key elements supporting the quarter’s results.

Harley-Davidson delivered fourth quarter results that exceeded Wall Street’s revenue expectations, though profitability remained under significant pressure. Management attributed this to deliberate efforts to reduce elevated dealer inventory, especially touring models in North America, and to targeted promotions intended to accelerate retail performance. CEO Arthur Starrs noted, “These actions are beginning to deliver results,” citing improved dealer profitability and positive rider response late in the quarter. However, the leadership team acknowledged that the quarter did not reflect the company’s full potential, highlighting the impact of both macroeconomic challenges and internal operational changes.