分组1 - Sprout Social (SPT) reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.19 per share a year ago, resulting in an earnings surprise of +27.63% [1] - The company achieved revenues of $120.89 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.78%, and up from $107.09 million year-over-year [2] - Sprout Social has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed, losing about 40% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.22 for the coming quarter and $0.94 for the current fiscal year [7] - The Zacks Industry Rank places the Internet - Services sector in the bottom 30% of over 250 Zacks industries, which may impact stock performance [8]

分组1 - The Trade Desk reported quarterly earnings of $0.59 per share, matching the Zacks Consensus Estimate, with an earnings surprise of +0.37% [1] - The company achieved revenues of $846.79 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.58%, and showing a year-over-year increase from $741.01 million [2] - The Trade Desk has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] 分组2 - The stock has underperformed, losing about 34.3% since the beginning of the year, while the S&P 500 has gained 0.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $685.9 million, and for the current fiscal year, it is $2.10 on revenues of $3.35 billion [7] - The Zacks Industry Rank indicates that the Internet - Services sector is in the bottom 30% of over 250 Zacks industries, which may negatively impact stock performance [8]

Core Viewpoint - HealthStream (HSTM) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.16 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +12.50%, with the company previously expected to post earnings of $0.17 per share but actually reporting $0.20, resulting in a surprise of +17.65% [2] - HealthStream's revenues for the quarter were $79.71 million, surpassing the Zacks Consensus Estimate by 4.63%, compared to $74.24 million in the same quarter last year [3] Stock Performance and Outlook - HealthStream shares have declined approximately 11.8% since the beginning of the year, while the S&P 500 has gained 0.9% [4] - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market [7] Future Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $78.1 million, and for the current fiscal year, it is $0.77 on revenues of $317.2 million [8] Industry Context - The Internet - Services industry, to which HealthStream belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [9]

Core Viewpoint - The Zacks Equity Research team highlights recent performance and outlook for several companies, including UnitedHealth Group, Honeywell, Shopify, and Optex Systems, emphasizing their respective strengths and challenges in the current market environment [2][4][5][6][12]. UnitedHealth Group Inc. (UNH) - UnitedHealth's shares have declined by 3.9% over the past six months, slightly better than the Zacks Medical - HMOs industry's decline of 4.6% [4]. - The company faces rising medical costs, with a medical care ratio (MCR) projected at 89.1% for 2025, alongside elevated debt and interest expenses impacting financial flexibility [4]. - Despite the share price decline, UnitedHealth's fourth-quarter earnings exceeded estimates, supported by steady revenue growth from Optum and UnitedHealthcare, and strong cash flow with significant shareholder returns [5]. Honeywell International Inc. (HON) - Honeywell's shares have outperformed the Zacks Diversified Operations industry over the past six months, increasing by 18.6% compared to 1.4% for the industry [6]. - The company benefits from strong performance in commercial aviation and building automation, particularly in the Aerospace segment driven by defense business strength and growth in air transport flight hours [6]. - However, Honeywell faces challenges in its Industrial Automation segment due to lower demand, increasing operating costs, and significant balance sheet debt from acquisitions [8]. Shopify Inc. (SHOP) - Shopify's shares have underperformed the Zacks Internet - Services industry, declining by 12.7% compared to a 43.1% increase for the industry [9]. - The company is experiencing gross margin pressure due to higher hosting costs and a new paid trial program, which affects profitability [9]. - Despite these challenges, Shopify's expanding merchant base and investment in AI-driven tools are expected to enhance customer engagement and operational efficiency [10][11]. Optex Systems Holdings, Inc. (OPXS) - Optex Systems' shares have outperformed the Zacks Aerospace - Defense Equipment industry, increasing by 20.1% compared to 18.6% for the industry [12]. - The company reported a 31.7% year-over-year increase in Q1 FY26 orders, driven by strong demand for periscopes and optical assemblies, with quarterly revenues rising by 11.6% to $9.1 million [12][13]. - Recent multi-year contract awards exceeding $6 million provide revenue visibility into 2027, although gross margins have declined due to mix pressure and higher general and administrative costs [13].

分组1 - Dropbox reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, but down from $0.73 per share a year ago, representing an earnings surprise of +2.52% [1] - The company achieved revenues of $636.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.39%, although this is a decrease from $643.6 million in the same quarter last year [2] - Over the last four quarters, Dropbox has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has underperformed, losing about 11.2% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $618.88 million, and for the current fiscal year, it is $3.06 on revenues of $2.5 billion [7] - The Zacks Industry Rank places the Internet - Services sector in the bottom 34% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

分组1 - Akamai Technologies reported quarterly earnings of $1.84 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, and showing an increase from $1.66 per share a year ago, resulting in an earnings surprise of +5.01% [1] - The company achieved revenues of $1.09 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.63% and increasing from $1.02 billion year-over-year [2] - Akamai Technologies has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 25.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] - The future performance of Akamai Technologies' stock will depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $1.73 on revenues of $1.07 billion, and for the current fiscal year, it is $7.26 on revenues of $4.44 billion [7] 分组3 - The Internet - Services industry, to which Akamai Technologies belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into future stock performance [5]

分组1 - DoorDash reported quarterly earnings of $0.48 per share, missing the Zacks Consensus Estimate of $0.58 per share, but showing an increase from $0.33 per share a year ago, resulting in an earnings surprise of -17.24% [1] - The company posted revenues of $3.96 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 0.37%, and an increase from $2.87 billion year-over-year [2] - Over the last four quarters, DoorDash has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - DoorDash shares have declined approximately 28.3% since the beginning of the year, contrasting with the S&P 500's zero return [3] - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $4.12 billion, and for the current fiscal year, it is $3.14 on revenues of $17.82 billion [7] - The Zacks Industry Rank indicates that the Internet - Services sector is currently in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - Shopify Inc. is a leading e-commerce platform that has recently faced a significant decline in stock price despite analyst optimism regarding its future growth potential [1][5]. Company Overview - Shopify provides tools for businesses to create and manage online stores, competing with platforms like WooCommerce and BigCommerce [1]. - The current stock price is $112.70, reflecting a 1.84% increase from the previous day [3]. Stock Performance - Shopify's stock has declined by 27.7% over the past month, contrasting sharply with the Zacks S&P 500 composite's decrease of only 1.7% [2][5]. - The stock has fluctuated between $107.43 and $113.39 today, with a yearly high of $182.19 and a low of $69.84 [3]. Market Capitalization - The company's market capitalization is approximately $147.08 billion, indicating its significant presence in the market [3]. Analyst Insights - Jefferies analyst Samad Samana has set a price target of $125 for Shopify, suggesting potential growth despite recent declines [5]. - Active investor interest is reflected in today's trading volume of 18,849,882 shares [4].

Core Viewpoint - Akamai Technologies is experiencing significant stock price movement and growth opportunities driven by increasing demand for its security solutions and advancements in API security technology [1][2][3]. Group 1: Stock Performance - Akamai's shares rose 10.3% in the last trading session, closing at $104.61, with trading volume significantly higher than normal [1]. - The stock has gained 4.6% over the past four weeks, indicating a positive trend [1]. Group 2: Growth Opportunities - The demand for Akamai's security solutions is expected to grow significantly due to the rapid adoption of cloud computing and increasing security concerns among enterprises [2]. - Large enterprises are anticipated to increase their security budgets to address these concerns effectively [2]. - The deployment of 5G and IoT devices is expected to drive higher demand for Akamai's security offerings related to data computing at the edge [2]. Group 3: API Security Market - The market for API security is projected to grow substantially, and Akamai is actively pursuing this opportunity [3]. - Akamai's acquisitions of Neosec and Noname Security have accelerated the development of its AI-powered API security solution, which analyzes APIs, detects vulnerabilities, and minimizes risks [3]. - The increasing use of APIs among enterprises is expected to boost demand for Akamai's API security solutions [3]. Group 4: Earnings Expectations - Akamai is expected to report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of 5.4%, with revenues projected at $1.08 billion, up 5.6% from the previous year [4]. - The consensus EPS estimate for Akamai has been revised marginally higher over the last 30 days, indicating a positive trend that may lead to price appreciation [5]. Group 5: Industry Context - Akamai Technologies is part of the Zacks Internet - Services industry, where another company, Sprout Social, has seen a decline of 5.6% in its stock price recently [5].

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].