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Why It Moves Summary

Stocks making big moves yesterday: Leslie's, Wendy's, Amplitude, Guidewire Software, and Vita Coco

Check out the companies making headlines yesterday:

Feb 19, 2026
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Earnings

Lemonade’s (NYSE:LMND) Q4 CY2025: Strong Sales, Stock Jumps 11.1%

Digital insurance provider Lemonade (NYSE:LMND) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 53.3% year on year to $228.1 million. Its GAAP loss of $0.29 per share was 26.1% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Alight’s (NYSE:ALIT) Q4 CY2025 Earnings Results: Revenue In Line With Expectations

Human capital management provider Alight (NYSE:ALIT) met Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 4% year on year to $653 million. Its non-GAAP profit of $0.18 per share was 23% below analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Walmart (NASDAQ:WMT) Reports Q4 CY2025 In Line With Expectations

Retail behemoth Walmart (NYSE:WMT) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.6% year on year to $190.7 billion. On the other hand, next quarter’s revenue guidance of $172.2 billion was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.74 per share was 1.8% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Laureate Education (NASDAQ:LAUR) Beats Q4 CY2025 Sales Expectations

Higher education company Laureate Education (NASDAQ:LAUR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 27.9% year on year to $541.4 million. The company’s full-year revenue guidance of $1.90 billion at the midpoint came in 2.2% above analysts’ estimates. Its GAAP profit of $1.17 per share was 48.5% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Bandwidth (NASDAQ:BAND) Reports Q4 CY2025 In Line With Expectations, Growth To Accelerate Next Year

Cloud communications provider Bandwidth (NASDAQ:BAND) met Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 1.1% year on year to $207.7 million. The company expects next quarter’s revenue to be around $201.5 million, coming in 2.9% above analysts’ estimates. Its non-GAAP profit of $0.35 per share was 4.8% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Brady’s (NYSE:BRC) Q4 CY2025: Beats On Revenue

Identification solutions manufacturer Brady (NYSE:BRC) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.7% year on year to $384.1 million. Its non-GAAP profit of $1.09 per share was in line with analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Wayfair (NYSE:W) Beats Q4 CY2025 Sales Expectations But Active Customers Fall

Online home goods retailer Wayfair (NYSE:W) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 6.9% year on year to $3.34 billion. Its non-GAAP profit of $0.85 per share was 23.9% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

Etsy’s (NYSE:ETSY) Q4 CY2025 Earnings Results: Revenue In Line With Expectations, Stock Jumps 21.4%

Online marketplace Etsy (NYSE:ETSY) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 3.5% year on year to $881.6 million. Its GAAP profit of $0.92 per share was 7.6% above analysts’ consensus estimates.

Feb 19, 2026
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Earnings

UL Solutions’s (NYSE:ULS) Q4 CY2025 Sales Top Estimates

Safety certification company UL Solutions (NYSE:ULS) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 6.8% year on year to $789 million. Its GAAP profit of $0.32 per share was 13.3% below analysts’ consensus estimates.

Feb 19, 2026