Five9 Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Five9 (FIVN) reported strong fourth-quarter 2025 results, with earnings of 80 cents per share surpassing the Zacks Consensus Estimate by 1.3% and increasing 1.3% year-over-year. Revenues grew 8% to $300.3 million, driven by a 12% rise in subscription revenues from Enterprise AI. The company also provided optimistic guidance for Q1 and the full fiscal year 2026, forecasting continued revenue and earnings growth.
Five9 Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Five9, Inc. (FIVN) reported strong fourth-quarter 2025 results, with earnings of 80 cents per share, surpassing the Zacks Consensus Estimate by 1.3%. Revenues increased 8% year-over-year to $300.3 million, also beating estimates, driven by a 12% rise in subscription revenues and traction in Enterprise AI. The company provided optimistic guidance for both Q1 and the full year 2026, forecasting continued revenue and earnings growth.
Garmin's Q4 Earnings Surpass Estimates, Revenues Rise Y/Y
Garmin Ltd. (GRMN) reported strong fourth-quarter 2025 results, with pro forma earnings of $2.79 per share and net sales of $2.12 billion, both exceeding Zacks Consensus Estimates. The company's revenue growth of 16.6% year-over-year was driven by robust performance in its Outdoor, Fitness, Aviation, and Marine segments. Garmin also maintained its full-year 2026 guidance, projecting continued revenue growth and favorable profit margins.
EPAM Systems Q4 Earnings and Revenues Surpass Estimates
EPAM Systems reported better-than-expected fourth-quarter 2025 results, with earnings of $3.26 per share and revenues of $1.41 billion, beating consensus estimates. The company attributed its strong performance to improvements across business segments, particularly from AI-enabled technological innovations. EPAM also provided a positive outlook for Q1 and full-year 2026, forecasting continued revenue growth.
EPAM Systems Q4 Earnings and Revenues Surpass Estimates
EPAM Systems reported strong fourth-quarter 2025 results, with earnings of $3.26 per share and revenues of $1.41 billion, both exceeding analyst estimates. The company saw significant year-over-year revenue growth across most industry verticals, fueled by technological innovations including AI. EPAM also provided guidance for Q1 and full-year 2026, forecasting continued revenue growth and outlining anticipated GAAP and non-GAAP earnings per share.
Solar Cable Market Trends and Growth Report 2026 Featuring
The solar cable market is projected to grow from $1.12 billion in 2025 to $1.91 billion by 2030, driven by the expansion of utility-scale solar farms, demand for high-efficiency cables, and advancements in smart solar infrastructure. Key drivers include the rapid deployment of solar power installations and innovations in durable, weather-resistant cable designs by companies like Prysmian Group and Nexans. Asia-Pacific is identified as the leading and fastest-growing region in this dynamic market.
REX Shares Launches T-REX 2X FIGR (FGRU) & 2X APH (APHU) ETFs
REX Shares and Tuttle Capital Management have launched two new T-REX 2X Daily Target ETFs: FGRU and APHU. FGRU offers 2x daily long exposure to Figure Technology Solutions, Inc. (FIGR), focusing on blockchain technology in private credit, while APHU provides 2x daily long exposure to Amphenol Corporation (APH), a leader in sensor and antenna solutions. These ETFs expand the T-REX suite, aiming to provide tactical tools for traders interested in high-conviction views on specific companies.
Inside Viavi's 30-demo push into AI-driven networks at MWC
VIAVI (NASDAQ: VIAV) announced it will showcase over 30 technology demonstrations at MWC Barcelona from March 2-5, 2026, focusing on AI data centers, AIOps, 6G/AI-RAN, security, and quantum-safe communications. The company will also present its ePRTC360+ holdover clock, which offers 100 ns accuracy in GNSS-denied environments, and host daily live digital twin use case demonstrations. These initiatives highlight VIAVI's role in enabling AI-era networking and testing through its comprehensive suite of solutions and collaborations with over 20 partners.
VIAVI Highlights Importance of Trusted Partner Collaboration in AI Era and Outlines Core Solution Areas for Communications and Networking at MWC Barcelona
VIAVI Solutions will showcase its latest network testing, automation, and intelligence solutions at Mobile World Congress (MWC) Barcelona 2026. The demonstrations will focus on the convergence of networks, AI, and security, emphasizing trusted partner collaborations in developing solutions for areas like AI data centers, mission-critical communications, 6G, and AI-RAN. Over 30 demonstrations, including a daily digital twin use case, will be presented, featuring innovations like the ePRTC360+™ holdover clock and various collaborative projects with over 20 partners.
Wall Street Zen Downgrades Ampco-Pittsburgh (NYSE:AP) to Hold
Wall Street Zen has downgraded Ampco-Pittsburgh (NYSE:AP) from a "buy" to a "hold" rating, while Weiss Ratings reissued a "sell." This comes as company insiders have been actively buying shares, with over 152,000 shares acquired in the last three months, raising insider ownership to 31.61%. Despite recent share price gains, the small-cap industrial company currently has a negative P/E ratio and weak profitability, with institutional investors holding 49.16% of the stock.
Gartner, HP, Globalstar, Amphenol, and Equifax Stocks Trade Up, What You Need To Know
Shares of Gartner, HP, Globalstar, Amphenol, and Equifax rose following a softer-than-anticipated Consumer Price Index report, which has increased investor optimism for interest rate cuts by the Federal Reserve. The CPI report showed prices rising 0.2% from December to January and annual inflation moderating to 2.4%, both below forecasts. This news prompted a rally in stocks, particularly for smaller companies, as lower interest rates are expected to stimulate economic activity.
Gartner, HP, Globalstar, Amphenol, and Equifax Stocks Trade Up, What You Need To Know
Several stocks, including Gartner, HP, Globalstar, Amphenol, and Equifax, saw significant jumps following a softer-than-anticipated Consumer Price Index (CPI) report. This fueled investor optimism for potential interest rate cuts by the Federal Reserve, leading to a rally in affected stocks. The Russell 2000 index, comprising smaller companies, reacted particularly strongly to the positive economic news.
Gartner, HP, Globalstar, Amphenol, and Equifax Stocks Trade Up, What You Need To Know
Several stocks, including Gartner, HP, Globalstar, Amphenol, and Equifax, saw gains after the latest Consumer Price Index (CPI) report indicated softer inflation than anticipated. This news fueled investor optimism for potential interest rate cuts by the Federal Reserve, leading to a rally in both stocks and Treasuries. The article also provides a detailed look at Gartner's recent stock performance and market reactions to previous news.
NYSE Content Update: Boyd Group Services Rings Opening Bell to Celebrate Recent Listing
Boyd Group Services Inc (NYSE: BGSI) is celebrating its recent listing on the New York Stock Exchange by ringing the opening bell. The NYSE provides daily pre-market updates with market insights, and this event highlights Boyd Group Services' presence on the exchange.
Notable ETF Outflow Detected - IYW, IBM, APH, INTU
The iShares U.S. Technology ETF (IYW) experienced a notable outflow of approximately $324.3 million, marking a 1.6% decrease in shares outstanding week-over-week. This movement highlights the dynamic nature of ETF investments, where large outflows can lead to the selling of underlying holdings. Key components within IYW, including IBM, APH, and INTU, showed varied performance following this outflow.
ING Groep NV Sells 189,124 Shares of Amphenol Corporation $APH
ING Groep NV significantly reduced its stake in Amphenol Corporation (NYSE:APH) by 58.9% in the third quarter, selling 189,124 shares. Despite this, other institutional investors have increased their holdings, and analysts maintain a "Moderate Buy" rating for the electronics maker with an average target price of $151.38. Amphenol recently announced a quarterly dividend of $0.25 per share.
Amphenol Corp. (NYSE:APH) Passes Key Growth Screen from "The Little Book That Makes You Rich"
Amphenol Corp. (NYSE:APH) has been identified as a strong candidate by Louis Navellier's "The Little Book That Makes You Rich" growth screen due to its impressive financial momentum. The company demonstrates positive earnings revisions, consistent EPS surprises, accelerating sales and earnings growth, rising profitability, and a high return on equity. While its valuation is high, its strong fundamentals and future earnings potential suggest it warrants attention from growth-focused investors.
3 Quality Compounders to Consider Right Now
The article highlights three "quality compounders" – Comfort Systems (FIX), ResMed (RMD), and Amphenol (APH) – explaining why their business models, competitive advantages, and financial performance make them attractive investments. It details their market capitalization, growth metrics like revenue and EPS, and forward P/E ratios, suggesting they could turbocharge returns. The article also mentions that further analysis is available in free research reports for each company.
TE Connectivity stock today: TEL edges up after $750 million notes deal, with CPI next
TE Connectivity (NYSE: TEL) shares saw a modest rise after the company's Tyco Electronics unit priced a $750 million senior notes offering. The stock's performance is influenced by interest rate expectations, with investors closely watching the upcoming U.S. January CPI report for further cues. TE Connectivity plans to use the net proceeds, approximately $745.5 million, to repay existing debt and fund general corporate purposes, while also focusing on growth areas like AI, energy grid hardening, and next-generation vehicles.
Airgain, Inc.'s (NASDAQ:AIRG) Shares Bounce 36% But Its Business Still Trails The Industry
Airgain Inc. (NASDAQ:AIRG) shares have recently climbed 36%, but the stock is still down 23% over the last year. The company's price-to-sales (P/S) ratio of 1.2x is low compared to the industry average, which the article attributes to negative revenue growth in the past and a forecasted future growth rate of 6.8%, significantly lower than the industry's projected 19%. This suggests that despite the recent share price bounce, investors remain cautious due to the company's underperformance relative to its peers.
Earnings To Watch: Belden (BDC) Reports Q4 Results Tomorrow
Belden (NYSE: BDC) is scheduled to report its Q4 earnings before the bell on Thursday. Analysts expect a 4.6% year-on-year revenue growth to $696.9 million and adjusted earnings of $1.95 per share. The company has a strong record of exceeding revenue estimates and has seen positive investor sentiment in the electronic components sector, with its stock up 21.1% over the last month.
Zacks.com featured highlights include Amphenol, GE Aerospace, ResMed and Ameriprise Financial
This article highlights four Growth at a Reasonable Price (GARP) stocks: Amphenol, GE Aerospace, ResMed, and Ameriprise Financial, recommended by Zacks Investment Research for their potential to offer significant returns. The GARP strategy combines elements of value and growth investing, targeting undervalued stocks with strong prospects and stable growth rates. Each company's recent performance, strategic initiatives, and analyst outlook are discussed to demonstrate their alignment with GARP metrics.
nVent Electric Shares Rise on Q4 Earnings and Revenue Beat
nVent Electric (NVT) shares increased by 2% following its Q4 2025 earnings report, driven by strong growth in data center demand, infrastructure, and cooling adoption. The company reported adjusted Q4 earnings of 90 cents per share, beating estimates by 1.8%, and net sales rose 35% year-over-year to $1.1 billion, surpassing expectations. NVT also provided optimistic guidance for Q1 and full-year 2026, anticipating continued sales and EPS growth.
Fair Isaac Corporation (FICO) Gained from Strong Results and Improved Guidance
Fair Isaac Corporation (FICO) saw gains due to strong fourth-quarter earnings and solid preliminary fiscal year 2026 guidance, according to Baron Asset Fund's Q4 2025 investor letter. Despite a recent decline in stock value, the company's new Direct Licensing Program for mortgage lending further positions it for future monetization of its intellectual property. While Fair Isaac Corporation is not among the 30 most popular stocks for hedge funds, Baron Asset Fund expects it to be a strong earnings compounder over a multi-year period.
The Top 5 Analyst Questions From Hubbell's Q4 Earnings Call
Hubbell's Q4 2025 results exceeded expectations, driven by strong project activity in data centers and grid infrastructure, leading to a positive market response. Management provided an optimistic outlook for 2026 and beyond, supported by robust sales and orders. Analysts' questions focused on order book strength, margin expansion plans, incremental pricing strategies, data center growth projections, and the strategic fit of the Aclara business.
The Zacks Analyst Blog Highlights Micron Technology, MongoDB, Amphenol, Ciena and Seagate Technology
The Zacks Analyst Blog highlights five growth stocks for February 2026: Micron Technology (MU), MongoDB (MDB), Amphenol (APH), Ciena (CIEN), and Seagate Technology (STX). These companies are identified as strong buys with excellent growth scores, driven by demand in AI infrastructure, cloud adoption, advanced memory solutions, and high-speed interconnects. The article details their recent performances, strategic advantages, and growth projections in a positive market environment.
The Zacks Analyst Blog Highlights Micron Technology, MongoDB, Amphenol, Ciena and Seagate Technology
This Zacks Analyst Blog recommends five growth stocks for investors to enhance portfolio returns in February 2026: Micron Technology (MU), MongoDB (MDB), Amphenol (APH), Ciena (CIEN), and Seagate Technology (STX). The article highlights each company's strong growth prospects driven by trends like AI, 5G, and cloud infrastructure, and notes their Zacks Rank #1 (Strong Buy) and Growth Score of A.
The Zacks Analyst Blog Highlights Micron Technology, MongoDB, Amphenol, Ciena and Seagate Technology
The Zacks Analyst Blog identifies five growth stocks recommended for investment in February 2026: Micron Technology, MongoDB, Amphenol, Ciena, and Seagate Technology. These companies are highlighted for their strong growth potential, particularly in areas like AI infrastructure, data center interconnects, and advanced memory solutions, and each holds a Zacks Rank #1 (Strong Buy). The article discusses specific reasons for their positive outlook, including revenue and earnings growth projections and strategic market positioning.
Here's How Much $100 Invested In Amphenol 20 Years Ago Would Be Worth Today
Amphenol (NYSE: APH) has demonstrated significant outperformance over the past two decades, with an average annual return of 21.03%. An initial investment of $100 in APH stock 20 years ago would now be valued at $4,497.90. This article highlights the substantial impact of compounded returns on wealth growth over time.
Barclays Reaffirms Their Buy Rating on IMPINJ (PI)
Barclays analyst Guy Hardwick has reaffirmed a Buy rating on IMPINJ (PI) with a price target of $175.00. This comes after IMPINJ reported a quarterly revenue of $96.06 million and a GAAP net loss of $12.81 million in its latest earnings release. Despite a negative sentiment from corporate insiders increasing their selling activity, another analyst also issued a Buy rating, while a Hold rating was reiterated by TipRanks - Google.
Cleanspark Stock (+22%): Post-Earnings Bounce Ignites Retail Chase
Cleanspark (CLSK) stock surged 22% on heavy volume following its Q1 2026 earnings report, which showed a wider-than-expected loss but increased revenue. The rally is characterized as a technical, sentiment-driven bounce likely fueled by retail traders, rather than a reflection of fundamental improvement. Investors are advised to fade this rally due to weak earnings and watch for failure to hold the $10.50 resistance level.
Super Micro, Lumen, Globalstar, Amphenol, and Jabil Stocks Trade Up, What You Need To Know
Several stocks, including Super Micro, Lumen, Globalstar, Amphenol, and Jabil, saw significant jumps after major indices rebounded from a week of selling. This rally was driven by a recovery in technology stocks, a bounce in Bitcoin, improved U.S. consumer sentiment, and anticipation of massive AI-related capital expenditure benefiting chipmakers. The Dow Jones Industrial Average notably crossed the 50,000 threshold for the first time.
Discover which S&P500 stocks are making waves on Friday.
This article highlights the top gaining and losing S&P500 stocks on Friday. Robinhood Markets, Coinbase Global, and Super Micro Computer were among the top gainers, while Molina Healthcare, Verisign, and First Solar were among the biggest decliners. The report provides detailed percentage changes and reasons for the significant movements in these stocks.
Earnings call transcript: Proto Labs Q4 2025 earnings beat forecasts, stock surges
Proto Labs Inc. reported strong Q4 2025 earnings, with EPS of $0.44 and revenue of $136.5 million, both exceeding forecasts. This led to a 12.33% surge in pre-market stock trading. The company outlined a transformative strategy for 2026, focusing on customer experience, innovation, production expansion, and operational efficiency, aiming for sustained revenue growth and margin improvement.
Amphenol Governance Shift Raises Questions On Valuation And Future Returns
Amphenol (NYSE:APH) will see a significant governance shift in 2026 as President and CEO R. Adam Norwitt takes on the Chairman role, combining leadership positions. This change follows the retirement of long-serving Chairman Martin H. Loeffler and comes amidst strong long-term stock performance for Amphenol, despite recent short-term declines. Investors are now evaluating the potential impact of combined leadership on the company's oversight, long-term capital allocation, and valuation, especially given a flagged minor risk of insider selling.
Micron Rallies 315% in a Year: Is the Stock Still Worth Buying?
Micron Technology (MU) has seen a staggering 315% rally over the past year, significantly outperforming the broader tech sector, driven by strong demand for its memory chips in the AI boom. The company is well-positioned for continued growth due to its focus on AI, high-performance computing, and resilient financial performance, including a strong Q1 fiscal 2026. Despite its robust growth, Micron stock is considered attractively valued at a forward 12-month P/E multiple of 10.24, lower than its competitors, leading analysts to rate it as a Strong Buy.
MTSI Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology Solutions Holdings, Inc. (MTSI) reported strong first-quarter fiscal 2026 results, with earnings of $1.02 per share beating the Zacks Consensus Estimate of 99 cents and revenues of $271.6 million surpassing estimates by 1%. The company also provided a positive outlook for the second quarter of fiscal 2026, anticipating continued revenue growth and adjusted earnings per share between $1.05 and $1.09.
Qualys Q4 Earnings Surpass Expectations, Revenues Increase Y/Y
Qualys (QLYS) reported better-than-expected results for the fourth quarter of 2025, with both revenue and earnings per share surpassing analyst estimates and showing significant year-over-year improvement. The cybersecurity company also provided guidance for the first quarter and full-year 2026, projecting continued revenue and earnings growth. Additionally, Qualys announced an additional $200 million authorization for its share repurchase program.
Micron Rallies 315% in a Year: Is the Stock Still Worth Buying?
Micron Technology (MU) has experienced a significant 315% rally over the past year, largely due to the high demand for its memory chips driven by the AI boom. The company's strategic focus on AI, high-performance computing, and resilient verticals, coupled with strong financial performance and a relatively low valuation, makes it an attractive investment. Analysts predict continued growth, further supporting a "Strong Buy" recommendation for MU stock.
Applied Materials Stock’s Winning Streak May Not Be Over Yet
Applied Materials (AMAT) stock is presented as a strong investment candidate due to its robust fundamentals, including strong margins, a low-debt capital structure, and significant momentum. Despite past drawdowns during market crashes, the company's anticipated H2 2026 growth driven by AI demand and improved customer visibility, coupled with its trading 11% below its 52-week high, suggests continued upside potential. The article highlights its long-term profitability, strong momentum, and room to run, while also cautioning investors about its historical sensitivity to market downturns.
Can Corning Stock Hold Up When Markets Turn?
Corning (GLW) stock has seen a significant rally, driven by optimism around its AI data center fiber optics and strong earnings. However, a deeper analysis using Trefis's downturn resilience framework reveals that GLW has historically fared worse than the S&P 500 during economic downturns, exhibiting larger percentage drops and taking longer to recover in several cases. Despite its current moderate operational performance, its "Very High valuation" makes the stock "Unattractive," prompting investors to consider its resilience before chasing the rally.
Amphenol stock slides on heavy volume as board shake-up, dividend and Fidelity filing hit tape
Amphenol (APH) stock slipped 1.8% on heavy volume following news of a leadership transition, a quarterly dividend declaration, and an SEC filing revealing Fidelity's 7.1% stake. CEO R. Adam Norwitt will become chairman, replacing Martin H. Loeffler, while the company also declared a $0.25 per share dividend. Despite no fresh earnings or deal news, these developments spurred trading activity, with shareholder focus now turning to the annual meeting in May.
Here's Why Amphenol Stock Is a Buy Even With a Higher P/E of 29.36X
Amphenol (APH) stock is considered a strong buy despite its premium valuation of 29.36X P/E, which is higher than its sector and peers. The company's growth is driven by increasing participation in high-growth markets like AI-driven IT datacom and defense, strong bookings momentum, and strategic acquisitions. APH has outperformed its sector and competitors, with an optimistic Q1 2026 guidance, reinforcing its durable growth visibility and upside potential.
Clearfield, Inc. (NASDAQ:CLFD) Q1 2026 Earnings Call Transcript
Clearfield, Inc. (NASDAQ:CLFD) held its Q1 2026 earnings call, reporting net sales from continuing operations of $34.3 million, exceeding guidance, but missing EPS expectations with a net loss per share of $0.02. The company discussed the strategic importance of its new Nova platform for higher-density fiber solutions and the ongoing impact of the BEAD program, noting that while community broadband providers are more nimble, supply chain constraints for US-made optical fiber remain a challenge. Clearfield reiterated its full-year fiscal 2026 guidance for net sales between $160 million and $170 million, anticipating growth driven by fiber connectivity demand and modest BEAD contributions.
5 Insightful Analyst Questions From Allegro MicroSystems's Q4 Earnings Call
Allegro MicroSystems reported strong Q4 results, exceeding revenue and EBITDA estimates due to robust demand in automotive and industrial sectors, particularly data centers. The article highlights key analyst questions from the earnings call, focusing on gross margin, growth outlook for different segments, data center product pipeline, and operating expenses. Management provided insights into these areas, forecasting continued growth and addressing inventory and operational efficiency.
Corning (GLW) Among Hidden Winners To Watch In AI Investing Space
The rapid expansion of AI is driving significant investment in data center build-outs, presenting opportunities for less visible "glue" companies that provide essential infrastructure. Companies like Corning (GLW), Cisco (CSCO), and potentially Amphenol (APH) supply critical fiber optics, networking components, and cabling that enable the massive data transfer required for AI. Investors are encouraged to look beyond headline-grabbing AI companies and consider these undervalued infrastructure providers benefiting from the demand for AI-driven data centers.
LTC Properties stock hits 52-week high at 37.97 USD
LTC Properties Inc. (LTC) stock reached a 52-week high of $37.97, reflecting a 13.05% total return over the past year and showcasing strong investor confidence. The real estate investment trust, specializing in senior housing and healthcare properties, boasts a $1.75 billion market cap, a 6.22% dividend yield, and 25 years of consistent dividend payments. Recent activities include Q3 2025 financial results with a revenue beat, the acquisition of a $108 million senior housing portfolio, and an increase in its credit facility to $800 million.
Ruckus beefs up network portfolio with AV-optimized switches
Ruckus Networks has launched new AV-optimized switches and updated its management platforms to facilitate easier deployment of audio-visual over IP (AV-over-IP) solutions. This move positions Ruckus to meet the growing demand for Ethernet-based AV transport, supported by partnerships with Crestron and membership in the SDVoE Alliance. The announcement comes amidst rumors of a potential $1 billion acquisition of Ruckus by Extreme Networks from its parent company, Vistance Networks.
Amphenol Stock Dropped 17% After Earnings: Opportunity or Trap?
Amphenol Corp. (APH) shares dropped 17% after its latest earnings report, prompting valuation concerns despite strong Q4 2025 results that beat analyst expectations. The sell-off was likely triggered by softer-than-expected Q1 2026 guidance and potentially rapid acquisition strategy, including CommScope and Trexon. While analysts are generally optimistic, the high P/E ratio and PEG ratio suggest potential overvaluation, leaving limited short-term upside according to the current consensus price target.
Jack Henry & Associates Shares Rise as Q2 Earnings Beat Estimates
Jack Henry & Associates (JKHY) reported better-than-expected fiscal second-quarter 2026 results, with non-GAAP earnings beating estimates by over 20% and revenues surpassing expectations. The company's shares gained 4.7% following the announcement, driven by strong growth in services and support, and processing revenues. Jack Henry & Associates also updated its fiscal 2026 guidance upward for both GAAP revenues and earnings per share.
