Shares of casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN)
jumped 14.8% in the morning session after the company reported fourth-quarter financial results that surpassed Wall Street expectations for both revenue and earnings.
Shares of environmental services provider Montrose (NYSE:MEG)
jumped 14.8% in the morning session after the company reported fourth-quarter 2025 results that topped Wall Street estimates and provided an upbeat forecast for the upcoming year. For the fourth quarter, Montrose posted revenue of $193.3 million, a 2.2% increase year-on-year, which surpassed analysts' expectations. The company's profitability was a significant highlight, with non-GAAP earnings of $0.35 per share, soundly beating the consensus estimate of $0.19. Looking ahead, Montrose issued full-year revenue guidance with a midpoint of $870 million, which was above analyst forecasts. The company also projected 2026 adjusted EBITDA of $127.5 million at the midpoint, also ahead of expectations. The strong quarter and optimistic outlook signaled healthy demand for its environmental services, boosting investor confidence.
Shares of private equity firm Carlyle Group (NASDAQ:CG) jumped 5.9% in the morning session after the comapny announced new three-year financial targets and a $2 billion share repurchase program during its 2026 Shareholder Update. The company outlined its growth plan, setting goals to be achieved by the end of 2028. These targets included Fee Related Earnings of at least $1.9 billion and inflows of over $200 billion. Carlyle also aimed for Distributable Earnings per common share of more than $6.00. In addition to the growth targets, the company's Board approved the new $2 billion buyback program. This plan provided Carlyle with the flexibility to return capital to its shareholders and was intended to boost market confidence.
Shares of luxury furniture retailer Arhaus (NASDAQ:ARHS) jumped 10.3% in the morning session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations for revenue and profit.
Shares of debt recovery company Encore Capital Group (NASDAQ:ECPG) jumped 7.3% in the morning session after it posted fourth-quarter 2025 results that easily surpassed Wall Street's expectations.
Shares of online fashion retailer Revolve (NASDAQ:RVLV)
jumped 7.7% in the morning session after the company reported strong fourth-quarter earnings and revenue that surpassed analyst expectations.
Shares of medical technology company Enovis Corporation (NYSE:ENOV) jumped 12.6% in the morning session after the company reported mixed fourth-quarter results but issued a strong earnings forecast for 2026. While the company's revenue of about $576 million for the quarter fell short of expectations, its adjusted earnings per share of $0.95 comfortably beat analyst estimates. The key driver for the stock's jump appeared to be the company's positive outlook. For 2026, Enovis forecasted full-year adjusted earnings per share to be in the range of $3.52 to $3.73. The midpoint of this forecast was significantly higher than what analysts had previously projected, signaling to investors that management expected strong profitability in the year ahead. This encouraging profit outlook overshadowed the slight revenue miss from the previous quarter.
Shares of quantum computing company IonQ (NYSE:IONQ) jumped 19% in the morning session after the company reported strong fourth-quarter financial results that significantly beat Wall Street's expectations and provided an optimistic revenue forecast for 2026. The company's revenue for the quarter soared by 429% year-over-year to $61.9 million, easily topping analysts' projections. IonQ also posted a smaller-than-expected adjusted loss per share of $0.20, which was better than the consensus estimate for a loss of $0.23. Looking ahead, management issued a strong outlook, projecting full-year 2026 revenue of $235 million at the midpoint, which was 22% above analysts' estimates.
Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 4% in the morning session after the company reported fourth-quarter results that beat revenue expectations and showed a substantial increase in cash flow, outweighing a mixed outlook.
Shares of digital medical services platform Teladoc Health (NYSE:TDOC) jumped 13.5% in the morning session after the company reported fourth-quarter results that surpassed analyst expectations, along with a narrower loss, even as it provided a cautious outlook for the year ahead. The virtual healthcare company posted revenue of $642.3 million, which was slightly ahead of Wall Street's estimates. A key positive for investors was the improvement on the bottom line, with the quarterly loss per share narrowing to $0.14 from $0.28 in the same period of the previous year. This result also beat market forecasts. However, the company's guidance for the upcoming first quarter and the full year 2026 came in below what analysts had anticipated. Despite the soft forecast, the market's positive reaction suggested investors placed more weight on the strong quarterly performance and improved profitability.
Shares of insurance and technology company HCI Group (NYSE:HCI) jumped 5.3% in the morning session after the company reported fourth-quarter financial results that significantly surpassed analyst expectations. HCI announced earnings per share of $7.25, beating analyst estimates by $2.67. This marked a substantial jump from the $0.23 per share earned in the same quarter last year. Revenue for the quarter also topped forecasts, coming in at $246.2 million, a 52.1% increase year-on-year. The company's book value per share also impressed, growing 90.3% over the year to $80.13, beating Wall Street's expectations.
Shares of medical device company LeMaitre Vascular (NASDAQ:LMAT)
jumped 16.8% in the morning session after the company reported strong fourth-quarter 2025 results that surpassed Wall Street's expectations for both revenue and earnings. The medical device provider posted sales of $64.45 million, a 15.7% increase from the same period in the previous year. Earnings per share (EPS) grew significantly to $0.68, up from $0.49 in the prior year's quarter and beating analyst forecasts. The company's profitability also saw a notable lift, with its operating margin expanding to 29.2% from 23.1% a year ago. Looking ahead, LeMaitre offered a bright outlook, providing first-quarter revenue guidance that was ahead of consensus and a full-year 2026 GAAP EPS forecast of $2.91 at the midpoint, which was well above market predictions.
Shares of infrastructure engineering software company Bentley Systems (NASDAQ:BSY) jumped 12.8% in the morning session after the company reported better-than-expected fourth-quarter 2025 results and provided a robust financial outlook for 2026. The company announced its fourth-quarter revenue grew 11.9% year-over-year to $391.6 million, exceeding market expectations, while its non-GAAP profit of $0.27 per share was in line with analysts' consensus estimates. Looking ahead, Bentley Systems initiated its full-year 2026 revenue guidance in the range of $1.685 billion to $1.715 billion. The midpoint of this forecast was notably above what analysts had projected. The company also reported a substantial increase in its free cash flow margin, which was 13 percentage points higher than the same period last year.
Shares of burger restaurant chain Red Robin (NASDAQ:RRGB)
jumped 32.8% in the morning session after the company reported fourth-quarter results that beat expectations and provided an optimistic outlook for 2026. For its fourth quarter, Red Robin's adjusted loss per share of $0.41 was better than analyst forecasts, and revenue also topped projections. Although comparable restaurant sales fell 3.1% in the quarter due to a drop in traffic, investors appeared to focus on the company's full-year performance and future guidance. For the full year 2025, adjusted EBITDA grew by 53% to $69.7 million, and the company's net loss narrowed significantly compared to the previous year. Looking ahead, the company projected comparable restaurant revenue growth between 0.5% and 1.5% and adjusted EBITDA between $70 million and $73 million for 2026, signaling confidence in its continued financial improvement.
Shares of media broadcasting company Sinclair (NASDAQ:SBGI) jumped 21.2% in the morning session after the company reported fourth-quarter 2025 results that showed a significant profit beat.
Shares of packaged foods company J.M Smucker (NYSE:SJM)
jumped 6.4% in the morning session after the company reported fourth-quarter earnings that surpassed analyst expectations.
Shares of home warranty company Frontdoor (NASDAQ:FTDR)
jumped 15.5% in the morning session after it reported fourth-quarter 2025 financial results that surpassed Wall Street's expectations.
Shares of vaccine biotechnology company Novavax (NASDAQ:NVAX) jumped 24.4% in the morning session after the company reported fourth-quarter financial results that significantly beat analyst expectations. Novavax announced revenue of $147.1 million, up approximately 67% from the prior year's quarter and well ahead of forecasts. The company also posted a surprise profit with earnings per share (EPS) of $0.11. This was a significant beat, as analysts had expected a loss of $0.49 per share, and it marked a notable turnaround from a loss of $0.51 per share in the same period of the previous year. The strong top-line growth and unexpected profitability drove investor optimism.
The company said on Thursday that it now expects its mid-stage trial of AKB-097 in rare kidney diseases to start in the second half of 2026, with initial data expected in 2027.
In a defining moment for the managed care industry, UnitedHealth Group (NYSE: UNH) has signaled a fundamental pivot in its operational philosophy, choosing to prioritize profit margins over its long-held dominance in membership growth. This strategic retrenchment comes as the company prepares for what analysts are calling a "regulatory earthquake"
May ICE NY cocoa (CCK26 ) today is up +18 (+0.59%), and March ICE London cocoa #7 (CAH26 ) is down -16 (-0.74%). Cocoa prices are mixed today as they consolidate recent losses. On Tuesday, May NY cocoa posted a contract low, and Mar London cocoa pos...
As of February 26, 2026, the global PC market stands at a critical juncture, caught between a massive corporate hardware upgrade cycle and a crippling supply chain squeeze. HP Inc. (NYSE:HPQ) recently reported its first-quarter fiscal 2026 results, revealing a "beat and lower" performance that perfectly illustrates the current
The recent fourth-quarter fiscal 2026 financial results from Workday, Inc. (NASDAQ: WDAY) have sent a complex signal to the technology sector, serving as a definitive bellwether for the state of enterprise software spending in 2026. While the company exceeded analyst expectations for both revenue and profitability in the quarter ending
WASHINGTON, D.C. — CoStar Group (NASDAQ:CSGP), the undisputed heavyweight of commercial real estate data, has sent a powerful signal to Wall Street this week. Following a fourth-quarter earnings report that handily beat analyst expectations, the company announced a massive $700 million share buyback program for 2026. The move marks
The transition of power at the Federal Reserve has historically been a period of market adjustment, but the shift occurring in February 2026 has introduced a volatility not seen in decades. As the market digests the nomination of Kevin Warsh to succeed Jerome Powell, the "Yield Curve Twist" has become
As the final week of February 2026 draws to a close, the financial markets have emerged from what analysts are calling the most consequential “Heavyweight Week” of the post-pandemic era. The triple-threat earnings reports from Alphabet Inc. (NASDAQ: GOOGL), Qualcomm Inc. (NASDAQ: QCOM), and Eli Lilly and Company (NYSE: LLY)
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As the first quarter of 2026 unfolds, all eyes on Wall Street are turning toward Amazon.com Inc. (NASDAQ:AMZN), which stands at a pivotal crossroads following a year of massive capital investment and structural reorganization. After trailing its "Magnificent 7" peers for much of 2025, the e-commerce and cloud
In a season where many global technology giants have struggled to maintain double-digit growth, Mercado Libre (NASDAQ: MELI) has delivered a definitive statement of strength. Reporting its fourth-quarter and full-year 2025 results in late February 2026, the Latin American e-commerce and fintech leader posted a staggering 45% year-over-year revenue increase,
May arabica coffee (KCK26 ) today is down -2.75 (-0.97%), and May ICE robusta coffee (RMK26 ) is down -68 (-1.84%). Coffee prices are moving lower today amid an outlook for higher global coffee output. Rabobank said Wednesday that global coffee prod...
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.3% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 4.5% in the morning session after the company reported fourth quarter results and provided optimistic full-year EBITDA guidance, which blew past analysts' expectations.
