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A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.

A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.

A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.

A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.

A number of stocks jumped in the afternoon session after a softer-than-expected inflation report fueled hopes for interest rate cuts by the Federal Reserve. The January Consumer Price Index (CPI), a key measure of inflation, rose by 0.2%, which was less than economists had forecast, with the annual rate cooling to 2.4%. This encouraging data increased market expectations for the Fed to begin cutting interest rates as early as June. The news prompted a rally in Treasuries as their yields fell. While the market's reaction was initially described as a "bumpy ride" due to concerns in other sectors, the favorable inflation data ultimately helped calm Wall Street. Lower inflation is a key prerequisite for the central bank to ease its monetary policy, which is generally supportive of stock valuations.

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report came in softer than anticipated, fueling investor optimism for interest rate cuts by the Federal Reserve. 

Shares of construction management software provider Procore Technologies (NYSE:PCOR) jumped 10.2% in the afternoon session after the company reported fourth-quarter results that beat Wall Street's expectations and provided a positive forecast for the upcoming quarter. 

Shares of environmental engineering firm Tetra Tech (NASDAQ:TTEK) jumped 4.6% in the afternoon session after the company announced it received a position on a five-year contract from the U.S. Army Corps of Engineers. 

Shares of restaurant technology platform Toast (NYSE:TOST) jumped 7.5% in the afternoon session after the company reported fourth-quarter 2025 earnings that featured a significant beat on profitability, leading investors to look past a slightly disappointing forecast. 

Shares of mortgage insurance provider Essent Group (NYSE:ESNT) fell 6.3% in the afternoon session after the company reported fourth-quarter earnings that missed analyst expectations. 

Shares of private prison operator CoreCivic (NYSE:CXW) jumped 6.5% in the afternoon session after the company reported strong fourth-quarter earnings that beat expectations and provided an optimistic forecast for 2026. 

Shares of social commerce platform Pinterest (NYSE: PINS) fell 17.9% in the afternoon session after the company provided a weak financial forecast for the first quarter that fell short of analyst expectations. For the upcoming first quarter, Pinterest guided for revenue of approximately $961 million and EBITDA of $176 million, both missing Wall Street's estimates of $981.8 million and $205.4 million, respectively. The disappointing outlook overshadowed a strong quarter for user growth, where the company added 66 million monthly active users, sparking investor concerns about a potential slowdown in advertising demand.

Shares of low-code automation software company Pegasystems (NASDAQ:PEGA) jumped 7.7% in the afternoon session after Barclays upgraded its rating on the stock to "Overweight" from "Equal-Weight." 

Shares of industrial manufacturing company Ingersoll Rand (NYSE:IR) jumped 6.1% in the afternoon session after the company reported fourth-quarter 2025 results that surpassed analyst expectations for both revenue and profit. 

Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 18.4% in the afternoon session after it extended its positive momentum as it reported better-than-expected fourth-quarter financial results.

Shares of home and security products company Fortune Brands (NYSE:FBIN) fell 16.7% in the afternoon session after the company reported disappointing fourth-quarter 2025 results and issued a weak forecast for the upcoming year. 

Packaged bakery food company Flower Foods (NYSE:FLO) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11% year on year to $1.23 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.22 billion at the midpoint. Its non-GAAP profit of $0.22 per share was 45.6% above analysts’ consensus estimates.

Flooring manufacturer Mohawk Industries (NYSE:MHK) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 2.4% year on year to $2.7 billion. Its non-GAAP profit of $2 per share was 1.1% above analysts’ consensus estimates.

Industrial manufacturing company Ingersoll Rand (NYSE:IR) announced better-than-expected revenue in Q4 CY2025, with sales up 10.1% year on year to $2.09 billion. Its non-GAAP profit of $0.96 per share was 6.6% above analysts’ consensus estimates.

Shares of golf entertainment and gear company Callaway Golf Company (NYSE:CALY) fell 11.4% in the morning session after the company reported fourth-quarter revenue that significantly missed analyst expectations and issued a disappointing financial outlook for 2026. 

Shares of medical device company DexCom (NASDAQ:DXCM) jumped 7.3% in the morning session after it reported better-than-expected fourth-quarter 2025 financial results, beating analyst estimates for both revenue and earnings. 

Shares of child care and education company Bright Horizons (NYSE:BFAM) fell 19.3% in the morning session after it issued a weak financial forecast for 2026 that overshadowed its fourth-quarter earnings beat. 

Shares of streaming TV platform Roku (NASDAQ: ROKU) jumped 6.1% in the morning session after the company reported better-than-expected fourth-quarter results and provided an optimistic financial outlook. 

Shares of local business platform Yelp (NYSE:YELP) fell 11.2% in the morning session after the company provided a weak sales and profit forecast for the full year 2026, which overshadowed its fourth-quarter results that beat some market estimates. 

Shares of online grocery delivery platform Instacart (NASDAQ:CART) jumped 13.2% in the morning session after the company reported strong fourth-quarter revenue that beat analyst estimates and provided a robust forecast for the upcoming quarter, overshadowing a miss on earnings per share. 

Shares of fantasy sports and betting company DraftKings (NASDAQ:DKNG) fell 12.7% in the morning session after the company issued a disappointing financial outlook for 2026 that fell short of analysts' expectations. 

Shares of biotech company 10x Genomics (NASDAQ:TXG) jumped 10.5% in the morning session after the company reported better-than-expected fourth-quarter results, highlighted by a smaller loss than analysts had forecast. 

Shares of financial services company Robinhood (NASDAQ:HOOD) jumped 6.8% in the morning session after the stock rebounded from a recent sell-off that was triggered by its fourth-quarter earnings report, which missed revenue expectations. 

Shares of medical device company Artivion (NYSE:AORT) fell 5.8% in the morning session after the company reported mixed fourth-quarter 2025 financial results, with revenues falling short of analyst expectations. 

Shares of pet insurance provider Trupanion (NASDAQ:TRUP) fell 8.5% in the morning session after the company reported mixed fourth-quarter 2025 financial results, which included an earnings per share (EPS) miss. 

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 16.3% in the morning session after investors appeared to look past disappointing fourth-quarter results suggesting expectations were low heading into the announcement. 

Shares of online accommodations platform Airbnb (NASDAQ:ABNB) jumped 3.9% in the morning session after the company reported strong fourth-quarter revenue and provided an optimistic outlook for the upcoming quarter. 

Shares of homebuilder Tri Pointe Homes (NYSE:TPH) jumped 26.7% in the morning session after Japanese firm Sumitomo Forestry Co., Ltd. announced it would acquire the company in an all-cash transaction valued at approximately $4.5 billion. 

Specialty insurance provider Kinsale Capital Group (NYSE:KNSL) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.3% year on year to $483.3 million. Its non-GAAP profit of $5.81 per share was 9.5% above analysts’ consensus estimates.

Business development company Sixth Street Specialty Lending (NYSE:TSLX) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 12.5% year on year to $108.2 million. Its non-GAAP profit of $0.62 per share was 23.3% above analysts’ consensus estimates.

Insurance specialty broker Ryan Specialty (NYSE:RYAN) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 13.2% year on year to $751.2 million. Its non-GAAP profit of $0.45 per share was 8.3% below analysts’ consensus estimates.

Online accommodations platform Airbnb (NASDAQ:ABNB) announced better-than-expected revenue in Q4 CY2025, with sales up 12% year on year to $2.78 billion. Guidance for next quarter’s revenue was optimistic at $2.61 billion at the midpoint, 3% above analysts’ estimates. Its non-GAAP profit of $0.56 per share was 14.3% below analysts’ consensus estimates.

Online grocery delivery platform Instacart (NASDAQ:CART) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 12.3% year on year to $992 million. Its non-GAAP profit of $0.97 per share was 2.8% above analysts’ consensus estimates.

Local business platform Yelp (NYSE:YELP) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $360 million. On the other hand, the company’s full-year revenue guidance of $1.47 billion at the midpoint came in 2.8% below analysts’ estimates. Its non-GAAP profit of $0.89 per share was 1.3% below analysts’ consensus estimates.

Software supply chain platform JFrog (NASDAQ:FROG) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 25.2% year on year to $145.3 million. Guidance for next quarter’s revenue was optimistic at $147 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $0.22 per share was 16.2% above analysts’ consensus estimates.

Restaurant technology platform Toast (NYSE:TOST) announced better-than-expected revenue in Q4 CY2025, with sales up 22% year on year to $1.63 billion. Its non-GAAP profit of $0.27 per share was 12.9% above analysts’ consensus estimates.

Electric vehicle manufacturer Rivian (NASDAQ:RIVN) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 25.8% year on year to $1.29 billion. Its non-GAAP loss of $0.53 per share was 21% above analysts’ consensus estimates.

Child care and education company Bright Horizons (NYSE:BFAM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.8% year on year to $733.7 million. On the other hand, the company’s full-year revenue guidance of $3.1 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $1.15 per share was 2.5% above analysts’ consensus estimates.

Streaming TV platform Roku (NASDAQ: ROKU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 16.1% year on year to $1.39 billion. Guidance for next quarter’s revenue was optimistic at $1.2 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.53 per share was 88.3% above analysts’ consensus estimates.

Home and security products company Fortune Brands (NYSE:FBIN) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 2.4% year on year to $1.08 billion. Its GAAP profit of $0.63 per share was 36% below analysts’ consensus estimates.

Genomics company Pacific Biosciences of California (NASDAQ:PACB) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 13.8% year on year to $44.65 million. Its non-GAAP loss of $0.12 per share was 10.8% above analysts’ consensus estimates.

Customer engagement platform Twilio (NYSE:TWLO) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.3% year on year to $1.37 billion. On top of that, next quarter’s revenue guidance ($1.34 billion at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 8.2% above analysts’ consensus estimates.

Coffee chain Dutch Bros (NYSE:BROS) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 29.4% year on year to $443.6 million. On the other hand, the company’s full-year revenue guidance of $2.02 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $0.17 per share was 73.9% above analysts’ consensus estimates.

Blockchain infrastructure company Coinbase (NASDAQ:COIN) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 21.6% year on year to $1.78 billion. Its non-GAAP loss of $2.49 per share was significantly below analysts’ consensus estimates.

Climate investment firm HA Sustainable Infrastructure Capital (NYSE:HASI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 12.2% year on year to $124.6 million. Its non-GAAP profit of $0.67 per share was 1.6% above analysts’ consensus estimates.

Construction management software provider Procore Technologies (NYSE:PCOR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 15.6% year on year to $349.1 million. Guidance for next quarter’s revenue was better than expected at $352 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $0.37 per share was 3.8% above analysts’ consensus estimates.

Commercial real estate lender Franklin BSP Realty Trust (NYSE:FBRT) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 52.7% year on year to $84.04 million. Its non-GAAP profit of $0.12 per share was 56% below analysts’ consensus estimates.

Check out the companies making headlines this week:

Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.8% year on year to $446.6 million. Its GAAP profit of $0.58 per share was 4.4% above analysts’ consensus estimates.

Fast-food chain Wendy’s (NASDAQ:WEN) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 5.5% year on year to $543 million. Its non-GAAP profit of $0.16 per share was 10.4% above analysts’ consensus estimates.

Biotechnology company Moderna (NASDAQ:MRNA) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 29.8% year on year to $678 million. Its GAAP loss of $2.11 per share was 18.9% above analysts’ consensus estimates.

Mortgage insurance provider Essent Group (NYSE:ESNT) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $312.4 million. Its GAAP profit of $1.60 per share was 8% below analysts’ consensus estimates.

Auto parts and accessories retailer Advance Auto Parts (NYSE:AAP) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 1.2% year on year to $1.97 billion. On the other hand, the company’s full-year revenue guidance of $8.53 billion at the midpoint came in 1.6% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was significantly above analysts’ consensus estimates.

Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 1.6% year on year to $244 million. Its GAAP profit of $0.34 per share was 58.1% above analysts’ consensus estimates.

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.

AutoNation’s fourth quarter was marked by contrasting trends, with the company missing Wall Street’s revenue targets but surpassing profit expectations. Management attributed the quarter’s performance to lower new vehicle sales, particularly in premium luxury and electrified vehicles, which were impacted by reduced OEM incentives and changing consumer demand. CEO Mike Manley explained that “the largest drop…was dealer OEM support for hybrid and battery electric vehicles,” contributing to a 10% decline in same-store new unit sales. Offsetting these pressures, strong results in aftersales and customer financial services supported gross profits and earnings.

Electronic equipment provider Vontier (NYSE:VNT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 4.1% year on year to $808.5 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $735 million was less impressive, coming in 2.1% below expectations. Its non-GAAP profit of $0.86 per share was in line with analysts’ consensus estimates.

Piper Sandler delivered a notably positive fourth quarter, with revenue and non-GAAP earnings per share outperforming Wall Street expectations. Management attributed the strong results to robust advisory activity, particularly in financial services and industrials, and highlighted growing contributions from non-M&A advisory businesses. CEO Chad Abraham commented that “five out of seven industry teams grew revenues versus 2024,” and emphasized record results in both advisory and equity brokerage. The quarter’s performance reflected a combination of sector diversification and improved market conditions, positioning the firm ahead of broader industry trends.

Aerospace and defense company Howmet (NYSE:HWM) announced better-than-expected revenue in Q4 CY2025, with sales up 14.6% year on year to $2.17 billion. On top of that, next quarter’s revenue guidance ($2.24 billion at the midpoint) was surprisingly good and 3.5% above what analysts were expecting. Its non-GAAP profit of $1.05 per share was 8.7% above analysts’ consensus estimates.

Railcar products and services provider Trinity (NYSE:TRN) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.9% year on year to $611.2 million. Its GAAP profit of $2.28 per share was in line with analysts’ consensus estimates.

Proto Labs delivered a positive fourth quarter, highlighted by double-digit revenue growth and a significant improvement in operating margin. Management attributed the strong performance to robust demand in CNC machining and sheet metal, particularly from high-growth sectors such as aerospace, defense, robotics, and data centers. CEO Suresh Krishna emphasized, "The results this quarter are an early indication of what's possible when we align execution around the right priorities," referencing new operational initiatives and improvements in customer relationships as key contributors. This marked the company’s strongest quarterly and annual organic growth rate since 2018, with notable gains in revenue per customer.

Fast-food company Restaurant Brands (NYSE:QSR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.4% year on year to $2.47 billion. Its non-GAAP profit of $0.96 per share was 1.3% above analysts’ consensus estimates.

Insurance and retirement company Lincoln National (NYSE:LNC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 5.7% year on year to $4.89 billion. Its non-GAAP profit of $2.21 per share was 16.5% above analysts’ consensus estimates.

Biogen’s fourth-quarter results were received positively by the market, as the company exceeded Wall Street’s revenue and non-GAAP profit expectations despite a year-over-year decline in sales. Management attributed performance to robust growth in its newer product portfolio, particularly Lekembi, Skyclaris, Xerxuve, and Calcadi, which collectively surpassed $1 billion in annual revenue. CEO Christopher Viehbacher pointed to successful expansion of VUMERITY within the multiple sclerosis segment and highlighted that, "Biogen is functioning and firing on all cylinders, and doing very well," as the company pivots its commercial focus toward growth products and away from legacy assets.