Sanmina’s (NASDAQ:SANM) Q4 CY2025 Sales Beat Estimates But Stock DropsElectronics manufacturing services company Sanmina (
NASDAQ:SANM) announced better-than-expected revenue in Q4 CY2025, with sales up 59% year on year to $3.19 billion. On the other hand, next quarter’s revenue guidance of $3.25 billion was less impressive, coming in 7.6% below analysts’ estimates. Its non-GAAP profit of $2.38 per share was 11% above analysts’ consensus estimates.
Triumph Financial (NASDAQ:TFIN) Delivers Impressive Q4 CY2025Financial services company Triumph Financial (
NASDAQ:TFIN) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 16% year on year to $120.1 million. Its GAAP profit of $0.77 per share was significantly above analysts’ consensus estimates.
Northwest Bancshares’s (NASDAQ:NWBI) Q4 CY2025 Sales Top EstimatesRegional banking company Northwest Bancshares (
NASDAQ:NWBI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.8% year on year to $179.9 million. Its non-GAAP profit of $0.33 per share was 7.8% above analysts’ consensus estimates.
First Merchants (NASDAQ:FRME) Misses Q4 CY2025 Sales ExpectationsRegional banking company First Merchants (
NASDAQ:FRME) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 11.5% year on year to $172.2 million. Its non-GAAP profit of $0.98 per share was 3% above analysts’ consensus estimates.
Why Oracle (ORCL) Stock Is Trading Up TodayShares of enterprise software giant Oracle (
NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed.
Why Is GameStop (GME) Stock Rocketing Higher TodayShares of video game retailer GameStop (
NYSE:GME)
jumped 5.2% in the afternoon session after famed investor Michael Burry disclosed he had been buying its shares. Burry, known for his depiction in 'The Big Short,' revealed in a Substack post that he had been purchasing GameStop stock as a long-term value investment. This announcement fueled a rally that was already supported by strong insider confidence.
Why Booz Allen Hamilton (BAH) Stock Is Falling TodayShares of government consulting firm Booz Allen Hamilton (
NYSE:BAH) fell 9.2% in the afternoon session after the U.S. Department of the Treasury announced it canceled all contracts with the consulting firm.
Why Datadog (DDOG) Stock Is Up TodayShares of cloud monitoring platform Datadog (
NASDAQ:DDOG) jumped 4.9% in the afternoon session after Stifel upgraded the company's stock to "Buy" from "Hold", citing expectations of a strong quarterly performance.
Why Cisco (CSCO) Stock Is Trading Up TodayShares of networking technology giant Cisco (
NASDAQ:CSCO) jumped 3.7% in the afternoon session after Evercore ISI upgraded the stock to Outperform from In Line and raised its price target.
Why CrowdStrike (CRWD) Stock Is Trading Up TodayShares of cybersecurity platform provider CrowdStrike (
NASDAQ:CRWD) jumped 3.4% in the afternoon session after the stock's positive momentum continued following recent analyst upgrades.
Why Seagate Technology (STX) Stock Is Up TodayShares of data storage manufacturer Seagate (
NASDAQ:STX)
jumped 3.8% in the afternoon session after several analysts raised their price targets, citing strong demand for the company's new products and optimism ahead of its fiscal second-quarter report. The stock also reached a new all-time high.
Badger Meter (BMI) Stock Is Up, What You Need To KnowShares of water control and measure company Badger Meter (
NYSE:BMI) jumped 2.5% in the afternoon session after analysts at Deutsche Bank highlighted the company as being well-positioned for 2026.
Apple (AAPL) Stock Trades Up, Here Is WhyShares of iPhone and iPad maker Apple (
NASDAQ:AAPL) jumped 3.3% in the afternoon session after investor optimism grew ahead of its earnings report, fueled by positive analyst commentary citing strong iPhone 17 sales.
Bloomin' Brands (BLMN) Stock Trades Down, Here Is WhyShares of restaurant company Bloomin’ Brands (
NASDAQ:BLMN)
fell 13.8% in the afternoon session after Bank of America Securities trimmed its price target on the stock to $5 from $6 and maintained its Underperform rating.
AMD (AMD) Stock Trades Down, Here Is WhyShares of computer processor maker AMD (
NASDAQ:AMD)
fell 3.3% in the afternoon session after Microsoft unveiled its latest AI chip to reduce reliance on established chipmakers.
BANR Q4 Deep Dive: Deposit Growth, Loan Headwinds, and Margin Uncertainty Shape OutlookRegional banking company Banner Corporation (
NASDAQ:BANR) met Wall Streets revenue expectations in Q4 CY2025, with sales up 6.1% year on year to $173.3 million. Its non-GAAP profit of $1.55 per share was 6.8% above analysts’ consensus estimates.
RLI Q4 Deep Dive: Margin Expansion Amid Heightened Competition and Market ShiftsSpecialty insurance provider RLI (
NYSE:RLI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 2.8% year on year to $451.5 million. Its non-GAAP profit of $0.94 per share was 17.1% above analysts’ consensus estimates.
OSBC Q4 Deep Dive: Powersports Portfolio and Margin Resilience in FocusMidwest regional bank Old Second Bancorp (
NASDAQ:OSBC) met Wall Streets revenue expectations in Q4 CY2025, with sales up 29.9% year on year to $95.54 million. Its non-GAAP profit of $0.58 per share was 8.1% above analysts’ consensus estimates.
CUBI Q4 Deep Dive: Margin Miss Overshadows Deposit and Payments ExpansionRegional banking company Customers Bancorp (
NYSE:CUBI) announced better-than-expected revenue in Q4 CY2025, with sales up 22.5% year on year to $236.9 million. Its non-GAAP profit of $2.06 per share was 0.8% above analysts’ consensus estimates.
SSB Q4 2025 Deep Dive: Integration Complete, Organic Growth Accelerates in New MarketsRegional banking company SouthState (
NYSE:SSB) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 52.5% year on year to $686.9 million. Its non-GAAP profit of $2.47 per share was 8.3% above analysts’ consensus estimates.
EBC Q4 Deep Dive: Organic Growth and Integration Shape 2026 PrioritiesRegional banking company Eastern Bankshares (
NASDAQ:EBC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 31.3% year on year to $290.1 million. Its non-GAAP profit of $0.44 per share was 6.9% above analysts’ consensus estimates.
GBCI Q4 Deep Dive: Acquisition Integration and Margin Expansion Shape OutlookRegional banking company Glacier Bancorp (
NYSE:GBCI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 36% year on year to $308.7 million. Its non-GAAP profit of $0.55 per share was 11.4% below analysts’ consensus estimates.
OCFC Q4 Deep Dive: Commercial Growth, Margin Pressures, and Flushing Merger Set the StageRegional bank OceanFirst Financial (
NASDAQ:OCFC) fell short of the markets revenue expectations in Q4 CY2025 as sales only rose 1.6% year on year to $97.08 million. Its non-GAAP profit of $0.41 per share was 12.3% above analysts’ consensus estimates.
BY Q4 Deep Dive: Organic Commercial Growth and Capital Allocation Take Center StageRegional banking company Byline Bancorp (
NYSE:BY) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 11.8% year on year to $117 million. Its non-GAAP profit of $0.76 per share was 6% above analysts’ consensus estimates.
FULT Q4 Deep Dive: Deposit Momentum and Loan Growth Position Fulton Financial for 2026Regional banking company Fulton Financial (
NASDAQ:FULT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 4.3% year on year to $340.4 million. Its non-GAAP profit of $0.55 per share was 7.8% above analysts’ consensus estimates.
CATY Q4 Deep Dive: Revenue Growth Overshadowed by Margin Pressure and Credit TrendsRegional bank Cathay General Bancorp (
NASDAQ:CATY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 13.5% year on year to $213.2 million. Its non-GAAP profit of $1.33 per share was 8.3% above analysts’ consensus estimates.
CNS Q4 Deep Dive: Margin Compression Overshadows Net Inflows and Product ExpansionInvestment management firm Cohen & Steers (
NYSE:CNS) met Wall Streets revenue expectations in Q4 CY2025, with sales up 2.9% year on year to $143.8 million. Its non-GAAP profit of $0.81 per share was in line with analysts’ consensus estimates.
Why Sweetgreen (SG) Shares Are Trading Lower TodayShares of casual salad chain Sweetgreen (
NYSE:SG)
fell 6.3% in the morning session after an analyst at UBS lowered their rating on the stock. The bank changed its view on the company's shares, moving it from a "Buy" to a "Neutral" rating.
Why Twilio (TWLO) Stock Is Up TodayShares of customer engagement platform Twilio (
NYSE:TWLO) jumped 4.6% in the morning session after a Citizens analyst reiterated a "Market Outperform" rating, pointing to strong user engagement metrics and the company's position in the voice AI market.
Western Digital (WDC) Stock Is Up, What You Need To KnowShares of leading data storage manufacturer Western Digital (
NASDAQ: WDC)
jumped 3.7% in the morning session after an analyst at Cantor Fitzgerald increased their price target on the stock.
Why Exponent (EXPO) Stock Is Trading Up TodayShares of scientific consulting firm Exponent (
NASDAQ:EXPO) jumped 2.3% in the morning session after JPMorgan initiated coverage on the company with an 'Overweight' rating and a $100 price target.
Why The Trade Desk (TTD) Shares Are Falling TodayShares of digital advertising platform The Trade Desk (
NASDAQ:TTD) fell 5.1% in the morning session after the company announced the appointment of an interim Chief Financial Officer while it searched for a permanent successor.
Why CAVA (CAVA) Shares Are Getting Obliterated TodayShares of mediterranean fast-casual restaurant chain CAVA (
NYSE:CAVA) fell 5.1% in the morning session after its CEO and President, Brett Schulman, sold a significant amount of company stock. Schulman sold 21,650 shares for a total of approximately $1.46 million, at an average price of $67.41 per share. Such large sales by high-level executives can sometimes make investors uneasy, as they might interpret it as a sign of weakening confidence in the company's future performance.
Pure Storage (PSTG) Stock Is Up, What You Need To KnowShares of data storage solutions provider Pure Storage (
NYSE:PSTG) rose 1.8% in the morning session after the stock's positive momentum continued as the company emphasized its shareholder return strategy, backed by a new $400 million share repurchase authorization.
Why BellRing Brands (BRBR) Shares Are Trading Lower TodayShares of nutrition products company Bellring Brands (
NYSE:BRBR)
fell 7.5% in the morning session after Deutsche Bank lowered its price target on the stock. The bank reduced its price target on BellRing Brands to $31 from $35, citing a potentially challenging quarter ahead and noting that trends for its Premier Protein product line were below management's initial expectations.
Why Stewart Information Services (STC) Stock Is Up TodayShares of title insurance provider Stewart Information Services (
NYSE:STC) jumped 3.7% in the morning session after analyst firm Keefe, Bruyette & Woods upgraded the stock's rating to 'Outperform' from 'Market Perform'.
Why Is DigitalOcean (DOCN) Stock Rocketing Higher TodayShares of cloud computing platform DigitalOcean (
NYSE:DOCN) jumped 10.5% in the morning session after an analyst raised the company's price target to $60 and it announced significant performance improvements on its AI platform.
Cloudflare (NET) Shares Skyrocket, What You Need To KnowShares of cloud security and performance company Cloudflare (
NYSE:NET) jumped 10.1% in the morning session after TD Cowen reiterated a Buy rating and a $265 price target, pointing to healthy security demand and recent strategic moves.
Applied Digital (APLD) Stock Is Up, What You Need To KnowShares of digital infrastructure provider Applied Digital (
NASDAQ:APLD) jumped 2.8% in the morning session after the company announced it had broken ground on a new artificial intelligence (AI) data center campus.
Why Is Viavi Solutions (VIAV) Stock Soaring TodayShares of network testing solutions company Viavi Solutions (
NASDAQ:VIAV) jumped 6% in the morning session after B. Riley raised its price target on the company's stock to $22 from $18 and maintained its 'Buy' rating.
Why Bank of Hawaii (BOH) Stock Is Trading Up TodayShares of regional banking institution Bank of Hawaii (
NYSE:BOH) jumped 2.5% in the morning session after the company reported fourth-quarter 2025 financial results that surpassed analyst expectations.
Lake City Bank (NASDAQ:LKFN) Reports Q4 CY2025 In Line With ExpectationsRegional banking company Lakeland Financial (NASDAQGS:LKFN) met Wall Streets revenue expectations in Q4 CY2025, with sales up 7.9% year on year to $69.8 million. Its GAAP profit of $1.16 per share was 9.8% above analysts’ consensus estimates.
Bank of Hawaii’s (NYSE:BOH) Q4 CY2025: Beats On RevenueRegional banking institution Bank of Hawaii (
NYSE:BOH) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 13.3% year on year to $189.6 million. Its GAAP profit of $1.39 per share was 5.5% above analysts’ consensus estimates.
2 Profitable Stocks Worth Your Attention and 1 We QuestionNot all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
1 Profitable Stock with Exciting Potential and 2 We AvoidWhile profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
3 Low-Volatility Stocks We Find RiskyLow-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
3 Market-Beating Stocks to Research FurtherCompanies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
2 Cash-Producing Stocks to Consider Right Now and 1 Facing HeadwindsWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
3 Unpopular Stocks with Warning SignsWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
2 Insurance Stocks on Our Buy List and 1 We Turn DownInsurance companies serve as the backbone of risk management, providing essential protection and financial security for individuals and businesses. But worries about an economic slowdown and potential claims deterioration have kept sentiment in check,
and over the past six months, the industry’s 2.8% return has trailed the S&P 500 by 5.4 percentage points.
1 Momentum Industrials Stock for Long-Term Investors and 2 Facing ChallengesThe stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
1 Momentum Stock with Exciting Potential and 2 That UnderwhelmThe stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
2 Financials Stocks for Long-Term Investors and 1 We Turn DownFinancial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. But worries about economic uncertainty and potential market volatility have kept sentiment in check,
and over the past six months, the industry's 3.2% return has trailed the S&P 500 by 4.9 percentage points.
1 Cash-Producing Stock on Our Buy List and 2 We Brush OffGenerating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
1 Unpopular Stock That Should Get More Attention and 2 We QuestionWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
3 Hyped Up Stocks We’re Skeptical OfThe stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
3 Value Stocks with Questionable FundamentalsValue investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
1 High-Flying Stock with Impressive Fundamentals and 2 That UnderwhelmExpensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
1 of Wall Street’s Favorite Stock on Our Watchlist and 2 Facing HeadwindsWall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
3 Mid-Cap Stocks with Open QuestionsMany investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities.
However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
2 High-Flying Stocks to Consider Right Now and 1 We Find RiskyExpensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match.
The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
1 Oversold Stock Primed to Rebound and 2 Facing ChallengesRock-bottom prices don't always mean rock-bottom businesses.
The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?
3 Growth Stocks That Concern UsGrowth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
2 Unpopular Stocks That Deserve a Second Chance and 1 We IgnoreWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
1 Unpopular Stock That Deserves Some Love and 2 We IgnoreWhen Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
3 Small-Cap Stocks That Concern UsSmall-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
2 High-Flying Stocks to Target This Week and 1 That UnderwhelmExpensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
1 Safe-and-Steady Stock Worth Investigating and 2 We Find RiskyStability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
3 Market-Beating Stocks to Target This WeekStocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
1 Profitable Stock for Long-Term Investors and 2 We AvoidWhile profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
1 Mooning Stock with Exciting Potential and 2 We Find RiskyExciting developments are taking place for the stocks in this article.
They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.
3 Cash-Producing Stocks We Find RiskyWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
2 Unprofitable Stocks to Consider Right Now and 1 That UnderwhelmUnprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around.
Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
1 Volatile Stock with Exciting Potential and 2 We AvoidVolatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
1 Russell 2000 Stock Worth Your Attention and 2 We Brush OffThe Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential.
However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.
