Recent Articles from StockStory

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) announced better-than-expected revenue in Q4 CY2025, with sales up 22.1% year on year to $5.34 billion. On top of that, next quarter’s revenue guidance ($5.7 billion at the midpoint) was surprisingly good and 6.2% above what analysts were expecting. Its non-GAAP profit of $1.27 per share was 8.7% above analysts’ consensus estimates.

Technology giant Microsoft (NASDAQ:MSFT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.7% year on year to $81.27 billion. Its GAAP profit of $5.16 per share was 34.1% above analysts’ consensus estimates.

Social network operator Meta Platforms (NASDAQ:META) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 23.8% year on year to $59.89 billion. On top of that, next quarter’s revenue guidance ($55 billion at the midpoint) was surprisingly good and 7.1% above what analysts were expecting. Its GAAP profit of $8.88 per share was 8% above analysts’ consensus estimates.

Texas-based commercial bank Stellar Bancorp (NYSE:STEL) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales were flat year on year at $109 million. Its non-GAAP profit of $0.51 per share was in line with analysts’ consensus estimates.

Shares of eyewear retailer Warby Parker (NYSE:WRBY) fell 7.5% in the afternoon session after an analyst expressed a cautious view on the company's partnership with Google for AI-enabled glasses. 

Shares of website building platform Wix (NASDAQ:WIX) jumped 6.5% in the afternoon session after the company announced that its board of directors approved a new share repurchase program of up to $2 billion. The authorization covered a two-year period spanning fiscal years 2026 and 2027, allowing the company to buy back its ordinary shares and/or convertible notes. The company said the program was supported by strong cash generation from operations. This significant buyback plan signaled the board's confidence in Wix's ability to generate strong cash flow and its commitment to boosting shareholder value.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 10.2% in the afternoon session after reports surfaced that chip giants Nvidia and Apple were considering using Intel's foundry services for future chip production. 

Regional banking company Renasant (NYSE:RNST) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 66% year on year to $281.5 million. Its non-GAAP profit of $0.91 per share was 13.5% above analysts’ consensus estimates.

Shares of lifestyle clothing conglomerate VF Corp (NYSE:VFC) fell 10% in the afternoon session after the company's weak first-quarter guidance overshadowed its fourth-quarter earnings beat. 

Regional bank Provident Financial Services (NYSE:PFS) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 10.2% year on year to $226.9 million. Its non-GAAP profit of $0.64 per share was 15.3% above analysts’ consensus estimates.

Regional banking company WesBanco (NASDAQ:WSBC) met Wall Streets revenue expectations in Q4 CY2025, with sales up 63% year on year to $266.2 million. Its non-GAAP profit of $0.84 per share was 1.2% below analysts’ consensus estimates.

Shares of regional bank Provident Financial Services (NYSE:PFS) jumped 6.7% in the afternoon session after the company reported fourth-quarter 2025 earnings and revenue that surpassed Wall Street's expectations. 

Shares of supply chain software provider Manhattan Associates (NASDAQ:MANH) fell 5.2% in the afternoon session after the company provided a weaker-than-expected earnings forecast for 2026, which overshadowed its strong fourth-quarter results. 

Shares of electronic component provider Littelfuse (NASDAQ:LFUS) jumped 6.8% in the afternoon session after the company posted fourth-quarter 2025 financial results that surpassed analyst expectations and provided a strong outlook for the upcoming quarter. 

Shares of electronic components distributor Avnet (NASDAQGS:AVT) jumped 11.6% in the afternoon session after the company reported strong fourth-quarter results for its quarter ended December 2025, beating analyst estimates for both revenue and profit. 

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 9.9% in the afternoon session after the stock pulled back as investors took profits, following a multi-day rally, as the company's AI capabilities were validated. 

Shares of online education Stride (NYSE:LRN) jumped 20% in the afternoon session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations and provided upbeat guidance for the upcoming quarter. 

Shares of regional banking company Prosperity Bancshares (NYSE:PB) fell 8.7% in the afternoon session after the company reported mixed fourth-quarter 2025 results that failed to impress investors. 

Shares of analog chip manufacturer Texas Instruments (NASDAQ:TXN) jumped 9% in the afternoon session after the company's optimistic forecast for the upcoming quarter overshadowed its mixed fourth-quarter financial results. 

Shares of health insurance company Alignment Healthcare (NASDAQ:ALHC) jumped 4% in the afternoon session after comments from a Baird analyst suggested a promising outlook for earnings growth, helping the stock rebound from a sharp decline in the previous trading session. The recovery followed a significant drop after the Centers for Medicare & Medicaid Services (CMS) released a preliminary payment proposal for Medicare Advantage that fell short of expectations. The agency proposed a mere 0.09% increase in payment rates, which shocked the industry as analysts had projected growth between 4% and 6%. 

Shares of student loan servicer Navient (NASDAQ:NAVI) fell 14.1% in the afternoon session after the company reported disappointing fourth-quarter results that missed both top- and bottom-line expectations. 

Shares of power management chips maker Monolithic Power Systems (NASDAQ:MPWR) jumped 5.7% in the afternoon session after a broad rally in the semiconductor sector lifted shares as industry bellwether ASML reported strong earnings and a positive outlook. 

Shares of online legal service provider LegalZoom (NASDAQ:LZ) jumped 5.1% in the afternoon session after S&P Dow Jones Indices announced the company will be added to the S&P SmallCap 600 index. 

Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP) jumped 6.8% in the afternoon session after Bank of America upgraded the stock to Buy from Neutral, pointing to signs of a recovery in the analog chip market. 

Shares of water control and measure company Badger Meter (NYSE:BMI) fell 15.2% in the afternoon session after the company reported fourth-quarter revenue that fell short of Wall Street expectations, overshadowing an earnings beat. 

Shares of application security provider F5 (NASDAQ:FFIV) jumped 6% in the afternoon session after the company reported fourth-quarter 2025 earnings that significantly beat Wall Street's expectations and provided an optimistic forecast. 

Shares of telecommunications conglomerate AT&T (NYSE:T) jumped 5.6% in the afternoon session after the company reported fourth-quarter 2025 results that surpassed Wall Street's expectations. 

Regional banking company Trustmark (NASDAQ:TRMK) met Wall Streets revenue expectations in Q4 CY2025, with sales up 3.7% year on year to $204.1 million. Its non-GAAP profit of $0.97 per share was 6.4% above analysts’ consensus estimates.

Water control and measure company Badger Meter (NYSE:BMI) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 7.6% year on year to $220.7 million. Its GAAP profit of $1.14 per share was 1.5% above analysts’ consensus estimates.

Electrical connector manufacturer Amphenol (NYSE:APH) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 49.1% year on year to $6.44 billion. On top of that, next quarter’s revenue guidance ($6.95 billion at the midpoint) was surprisingly good and 3.5% above what analysts were expecting. Its non-GAAP profit of $0.97 per share was 3.1% above analysts’ consensus estimates.

Electronic components distributor Avnet (NASDAQGS:AVT) announced better-than-expected revenue in Q4 CY2025, with sales up 11.6% year on year to $6.32 billion. On top of that, next quarter’s revenue guidance ($6.35 billion at the midpoint) was surprisingly good and 7.9% above what analysts were expecting. Its non-GAAP profit of $1.05 per share was 10.2% above analysts’ consensus estimates.

Check out the companies making headlines yesterday:

Coffeehouse chain Starbucks (NASDAQ:SBUX) announced better-than-expected revenue in Q4 CY2025, with sales up 5.5% year on year to $9.92 billion. Its non-GAAP profit of $0.56 per share was 4.6% below analysts’ consensus estimates.

Student loan servicer Navient (NASDAQ:NAVI) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 16% year on year to $137 million. Its GAAP loss of $0.06 per share was significantly below analysts’ consensus estimates.

Auto services provider Monro (NASDAQ:MNRO) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 4% year on year to $293.4 million. Its non-GAAP profit of $0.16 per share was 17.6% above analysts’ consensus estimates.

Glass and electronic component manufacturer Corning (NYSE:GLW) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 8.8% year on year to $4.22 billion. Next quarter’s revenue guidance of $4.25 billion underwhelmed, coming in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.72 per share was 2.1% above analysts’ consensus estimates.

Financial services firm Stifel Financial (NYSE:SF) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 14.4% year on year to $1.56 billion. Its non-GAAP profit of $2.71 per share was 8% above analysts’ consensus estimates.

Electronic component provider Littelfuse (NASDAQ:LFUS) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 12.2% year on year to $593.9 million. On top of that, next quarter’s revenue guidance ($635 million at the midpoint) was surprisingly good and 3.5% above what analysts were expecting. Its non-GAAP profit of $2.69 per share was 6.2% above analysts’ consensus estimates.

Payroll and HR services provider Automatic Data Processing (NASDAQ:ADP) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.2% year on year to $5.36 billion. Its non-GAAP profit of $2.62 per share was 2% above analysts’ consensus estimates.

Aerospace and defense company General Dynamics (NYSE:GD) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.8% year on year to $14.38 billion. Its GAAP profit of $4.17 per share was 1.5% above analysts’ consensus estimates.

Investment analytics provider MSCI (NYSE:MSCI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 10.6% year on year to $822.5 million. Its non-GAAP profit of $4.66 per share was 1.6% above analysts’ consensus estimates.

Climate control solutions innovator Lennox International (NYSE:LII) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 11.2% year on year to $1.20 billion. Its non-GAAP profit of $4.45 per share was 5.7% below analysts’ consensus estimates.

Casual restaurant chain Brinker International (NYSE:EAT) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.9% year on year to $1.45 billion. The company’s full-year revenue guidance of $5.80 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $2.87 per share was 9.2% above analysts’ consensus estimates.

Regional banking company Prosperity Bancshares (NYSE:PB) met Wall Streets revenue expectations in Q4 CY2025, with sales up 3.2% year on year to $317.7 million. Its GAAP profit of $1.49 per share was 4.4% above analysts’ consensus estimates.

Aerospace and defense company Textron (NYSE:TXT) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 15.6% year on year to $4.18 billion. The company expects the full year’s revenue to be around $15.5 billion, close to analysts’ estimates. Its non-GAAP profit of $1.73 per share was 1.5% above analysts’ consensus estimates.

Energy transition company GE Vernova (NYSE:GEV) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 3.8% year on year to $10.96 billion. The company’s full-year revenue guidance of $44.5 billion at the midpoint came in 6.3% above analysts’ estimates. Its GAAP profit of $13.39 per share was significantly above analysts’ consensus estimates.

Telecommunications conglomerate AT&T (NYSE:T) announced better-than-expected revenue in Q4 CY2025, with sales up 3.6% year on year to $33.47 billion. Its GAAP profit of $0.53 per share was 14.3% above analysts’ consensus estimates.

Elevator manufacturer Otis (NYSE:OTIS) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 3.3% year on year to $3.80 billion. The company’s full-year revenue guidance of $15.15 billion at the midpoint came in 0.7% below analysts’ estimates. Its non-GAAP profit of $1.03 per share was in line with analysts’ consensus estimates.

Health insurance provider Elevance Health (NYSE:EVH) met Wall Streets revenue expectations in Q4 CY2025, with sales up 10.6% year on year to $49.75 billion. Its non-GAAP profit of $3.33 per share was 7.7% above analysts’ consensus estimates.

Diversified science and technology company Danaher (NYSE:DHR) met Wall Streets revenue expectations in Q4 CY2025, with sales up 4.6% year on year to $6.84 billion. Its non-GAAP profit of $2.23 per share was 1.8% above analysts’ consensus estimates.

Lifestyle clothing conglomerate VF Corp (NYSE:VFC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.9% year on year to $2.83 billion. On the other hand, next quarter’s revenue guidance of $2.02 billion was less impressive, coming in 2.5% below analysts’ estimates. Its non-GAAP profit of $0.61 per share was 37.9% above analysts’ consensus estimates.

RLI’s fourth quarter results drew a negative market reaction as investors focused on tepid top-line growth and intensifying competitive headwinds in several of its core specialty insurance markets. Management highlighted that improved underwriting discipline, minimal storm activity, and higher investment income were the primary drivers of margin expansion, with Chief Financial Officer Aaron Diefenthaler citing “better underwriting performance, minimal storm activity and increases in investment income” as key contributors. Competitive pressures, particularly in the property and transportation segments, necessitated a selective approach to premium growth, which management believes underscores the company’s focus on profitability over volume.

Live Oak Bancshares’ fourth quarter was marked by strong loan production and expansion in customer relationships, contributing to a positive market reaction. Management attributed these results to record loan growth, improved operating controls, and gains from the company’s venture investment portfolio. President Vijay Moesch emphasized the significance of a 17% increase in loan balances and the successful ramp of initiatives like Live Oak Express and business checking. Notably, the company’s credit performance remained ahead of peers despite industry-wide headwinds, with Moesch highlighting, “Our loan portfolio showed continued credit stabilization over the course of the year.”

Knight-Swift Transportation’s fourth quarter saw management navigating a challenging freight environment, with demand in the truckload segment remaining subdued until late in the quarter. CEO Adam Miller pointed to a lack of typical seasonal improvement and supply reductions as primary market factors, while highlighting operational efficiencies and cost reductions that helped mitigate some revenue softness. The company’s focus on cost management, including holding truckload cost per mile flat despite a decline in miles, and integrating acquired brands, contributed to margin improvement within segments, even as overall operating margin declined year over year.

Teledyne’s fourth quarter results received a positive market reaction, reflecting management’s focus on higher-margin defense and imaging businesses as well as continued recovery in commercial segments. CEO George Bobb credited robust performance at Teledyne FLIR, citing “infrared imaging components and subsystems, many of which are used in our customers’ unmanned systems, increased over 20%.” The quarter was also supported by record sales of marine instrumentation and strong execution across long-cycle defense programs. Management pointed to operational cost controls and the impact of recent acquisitions as key contributors to margin improvement.

Banner Bank’s fourth quarter results reflected steady progress in core deposit growth and disciplined expense management, with the company meeting Wall Street’s revenue expectations and delivering higher-than-expected non-GAAP earnings per share. Management attributed the quarter’s performance to a resilient deposit base, improved net interest margin, and continued focus on small business lending. CFO Robert Butterfield noted, “Net interest income increased $2.5 million from the prior quarter due to a 5 basis point increase in net interest margin as well as average earning assets increasing $60 million during the quarter.”

Global airline American Airlines (NASDAQ:AAL) met Wall Streets revenue expectations in Q4 CY2025, with sales up 2.5% year on year to $14 billion. Its non-GAAP profit of $0.16 per share was 54.6% below analysts’ consensus estimates.

BankUnited’s fourth quarter saw a positive reaction from investors, as results topped expectations and management highlighted broad-based deposit growth and continued margin expansion. CEO Rajinder P. Singh pointed to growth across all business lines—excluding the seasonally weak title business—and noted that non-interest-bearing deposits contributed significantly to the company’s performance. Singh added, “Every business line contributed. It’s pretty even. Small business, middle market, corporate, even CRE, everything brought in deposits.” Management also emphasized ongoing progress in loan growth, particularly in core commercial and small business lending segments, which helped drive the quarter’s strong results.

Pinnacle Financial Partners saw a positive market reaction following its Q4 results, despite missing Wall Street’s revenue and non-GAAP profit expectations. Management attributed performance to continued balance sheet growth, robust loan origination—especially in expansion markets—and healthy core deposit growth. CEO Kevin Blair emphasized the firm’s ability to attract and retain revenue producers even amid the complexities of the recent merger with Synovus. CFO Jamie Gregory highlighted healthy credit metrics and capital ratios, while noting that noninterest revenue was supported by service charges, wealth management, and contributions from BHG. The team’s focus on client service and operational execution was underscored as a key factor in sustaining growth through the integration period.

Dime Community Bancshares delivered a positive Q4, with management attributing the company’s outperformance to strong organic growth across its commercial banking verticals and steady deposit inflows. CEO Stuart Lubow emphasized that all growth was generated organically, without M&A-related boosts, and highlighted robust business loan expansion fueled by new hires and industry-focused teams. The company’s focus on core deposit growth and cost control helped improve its net interest margin, while maintaining best-in-class capital ratios. Lubow noted, “Our core earnings power continues its upward trajectory,” crediting the team’s efforts in executing the bank’s strategic plan.

Supply chain software provider Manhattan Associates (NASDAQ:MANH) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.7% year on year to $270.4 million. The company expects the full year’s revenue to be around $1.14 billion, close to analysts’ estimates. Its non-GAAP profit of $1.21 per share was 6.7% above analysts’ consensus estimates.

Analog chip manufacturer Texas Instruments (NASDAQ:TXN) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 10.4% year on year to $4.42 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $4.5 billion at the midpoint, or 1.7% above analysts’ estimates. Its GAAP profit of $1.27 per share was 2.9% below analysts’ consensus estimates.

Hospital operator HCA Healthcare (NYSE:HCA) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 6.7% year on year to $19.51 billion. The company’s full-year revenue guidance of $78.25 billion at the midpoint came in 1.1% below analysts’ estimates. Its GAAP profit of $8.14 per share was 9.2% above analysts’ consensus estimates.

CACI’s second quarter fiscal 2026 results reflected ongoing momentum in technology-driven solutions, even as revenue fell short of Wall Street expectations. Management pointed to steady demand across its core national security markets and highlighted the growing role of software-defined technologies, particularly in electronic warfare and agile software development. CEO John Mengucci emphasized that CACI’s ability to anticipate customer needs and accelerate delivery was a primary factor in maintaining stable operating margins and strong cash flow, despite some lingering impacts from government shutdowns and delays in federal procurement processes.

Industrial products distributor Applied Industrial (NYSE:AIT) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 8.4% year on year to $1.16 billion. Its GAAP profit of $2.51 per share was 0.5% above analysts’ consensus estimates.

Data protection software company Commvault (NASDAQ:CVLT) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 19.5% year on year to $313.8 million. The company expects next quarter’s revenue to be around $306.5 million, close to analysts’ estimates. Its non-GAAP profit of $1.17 per share was 19.2% above analysts’ consensus estimates.

Fulton Financial’s fourth quarter results were met with a positive market reaction, reflecting better-than-expected revenue and adjusted earnings per share. Management attributed these results to robust deposit growth, ongoing expense discipline, and improved credit quality. CEO Curtis Myers highlighted the company’s “momentum from enhanced deposit initiatives,” noting a 25% increase in consumer demand deposit account openings and strong loan origination trends. The expansion of both business banking teams and product offerings further supported the company’s performance, while noninterest income benefited from growth in commercial fees and wealth management activities.

Old Second Bancorp’s fourth quarter delivered results that aligned with Wall Street’s revenue expectations, while non-GAAP earnings per share outpaced analyst forecasts. Management attributed the quarter’s performance to strong net interest margin, prudent cost control, and ongoing benefits from the integration of recent acquisitions. CEO Jim Eccher noted that the company’s “exceptionally strong net interest margin at 5.09%” was a key driver, alongside an increased tangible equity ratio and steady asset quality. However, management also highlighted higher net charge-offs in the Powersports portfolio, acknowledging, “losses given default are running a bit higher than we expected,” though they emphasized contribution margins in that segment remain robust.

Trucking company PACCAR (NASDAQ:PCAR) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 13.7% year on year to $6.82 billion. Its non-GAAP profit of $1.06 per share was in line with analysts’ consensus estimates.

Freight transportation company Union Pacific (NYSE:UNP) fell short of the markets revenue expectations in Q4 CY2025, with sales flat year on year at $6.09 billion. Its non-GAAP profit of $2.86 per share was in line with analysts’ consensus estimates.

FB Financial’s fourth quarter saw revenue and adjusted earnings per share come in above Wall Street expectations, yet the market responded negatively to the results. Management attributed the mixed reaction to softer-than-expected organic growth in both loans and deposits, which was partially offset by strong net interest margin management and low credit costs. CEO Christopher T. Holmes acknowledged that distractions from the recent Southern States Bank acquisition, combined with economic conditions and organizational changes, contributed to muted organic growth. He described the quarter’s profitability as within the company’s desired range, while highlighting that organic growth was the main area of underperformance.

CVB Financial’s fourth quarter results surpassed Wall Street’s expectations on both the revenue and earnings fronts, but the market responded negatively, with shares falling following the announcement. Management attributed the quarter’s performance to higher net interest income, driven by increased loan balances across nearly all categories and a notable payoff of a nonperforming loan. CEO David Brager highlighted that loan pipelines remain robust and loan originations were up significantly compared to last year, while acknowledging ongoing competitive pressures in both loan pricing and deposit gathering.

Aerospace and defense company Boeing (NYSE:BA) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 57.1% year on year to $23.95 billion. Its non-GAAP profit of $9.92 per share was significantly above analysts’ consensus estimates.

Application security provider F5 (NASDAQ:FFIV) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.3% year on year to $822.5 million. On top of that, next quarter’s revenue guidance ($780 million at the midpoint) was surprisingly good and 4.7% above what analysts were expecting. Its non-GAAP profit of $4.45 per share was 21.9% above analysts’ consensus estimates.

Puerto Rican financial institution Popular (NASDAQ:BPOP) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 8.5% year on year to $820 million. Its non-GAAP profit of $3.40 per share was 11.6% above analysts’ consensus estimates.