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Why It Moves

Why Shopify (SHOP) Stock Is Up Today

Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 8.5% in the afternoon session after its positive momentum continued as an analyst at Truist Securities upgraded the stock from Hold to Buy and raised the price target. 

Feb 18, 2026
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Earnings Call

PBI Q4 Deep Dive: Restructuring, New Leadership, and Competitive Pricing Shape Outlook

Shipping and mailing solutions provider Pitney Bowes (NYSE:PBI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 7.5% year on year to $477.6 million. The company’s full-year revenue guidance of $1.81 billion at the midpoint came in 1.9% below analysts’ estimates. Its non-GAAP profit of $0.45 per share was 17.6% above analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

BELFA Q4 Deep Dive: Aerospace, Defense, and Networking Drive Growth Amidst Margin Pressures

Electronic system and device provider Bel Fuse (NASDAQ:BELFA) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 17.4% year on year to $175.9 million. On top of that, next quarter’s revenue guidance ($172.5 million at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.88 per share was 71.7% above analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

GNK Q4 Deep Dive: Fleet Expansion and Market Tailwinds Drive Positive Momentum

Maritime shipping company Genco (NYSE:GNK) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 16% year on year to $78.29 million. Its non-GAAP profit of $0.39 per share was 5.8% above analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

RSI Q4 2025 Deep Dive: Online Casino Growth, Tax Headwinds, and New Market Prospects

Online casino and sports betting company Rush Street Interactive (NYSE:RSI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 27.8% year on year to $324.9 million. The company’s full-year revenue guidance of $1.4 billion at the midpoint came in 5.7% above analysts’ estimates. Its non-GAAP profit of $0.08 per share was 24.8% below analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

LESL Q4 Deep Dive: Transformation Plan Targets Customer Retention Amid Revenue Decline

Pool products retailer Leslie’s (NASDAQ:LESL) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 16% year on year to $147.1 million. The company’s full-year revenue guidance of $1.18 billion at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP loss of $5.24 per share was 23.7% below analysts’ consensus estimates.

Feb 18, 2026
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Earnings

OPENLANE (NYSE:OPLN) Surprises With Q4 CY2025 Sales

Digital vehicle marketplace OPENLANE (NYSE:OPLN) announced better-than-expected revenue in Q4 CY2025, with sales up 8.6% year on year to $494.3 million. Its non-GAAP profit of $0.25 per share was 8.3% below analysts’ consensus estimates.

Feb 18, 2026
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Earnings

SolarEdge’s (NASDAQ:SEDG) Q4 CY2025 Sales Beat Estimates

Solar power systems company SolarEdge (NASDAQ:SEDG) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 70.9% year on year to $335.4 million. Guidance for next quarter’s revenue was optimistic at $305 million at the midpoint, 3% above analysts’ estimates. Its non-GAAP loss of $0.14 per share was 39% above analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

CZR Q4 Deep Dive: Digital Momentum and Portfolio Investments Shape 2025 Results

Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 4.2% year on year to $2.92 billion. Its non-GAAP loss of $0.27 per share was 21% below analysts’ consensus estimates.

Feb 18, 2026
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Earnings Call

CDNS Q4 Deep Dive: AI-Driven Portfolio and Recurring Revenue Shape Guidance

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) announced better-than-expected revenue in Q4 CY2025, with sales up 6.2% year on year to $1.44 billion. The company expects the full year’s revenue to be around $5.95 billion, close to analysts’ estimates. Its non-GAAP profit of $1.99 per share was 4.1% above analysts’ consensus estimates.

Feb 18, 2026