Latest Stories

F
Earnings

Fiverr (NYSE:FVRR) Misses Q4 CY2025 Sales Expectations, Stock Drops 13%

Online freelance marketplace Fiverr (NYSE:FVRR) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 3.4% year on year to $107.2 million. Next quarter’s revenue guidance of $104 million underwhelmed, coming in 7.5% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was 16.2% above analysts’ consensus estimates.

Feb 18, 2026
F
Earnings

Fresh Del Monte Produce (NYSE:FDP) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Soars

Fresh produce company Fresh Del Monte (NYSE:FDP) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $1.02 billion. Its non-GAAP profit of $0.70 per share was significantly above analysts’ consensus estimates.

Feb 18, 2026
R
Earnings Call

5 Must-Read Analyst Questions From Rollins’s Q4 Earnings Call

Rollins' fourth quarter saw a negative market reaction following results that missed Wall Street’s expectations for both revenue and non-GAAP profit. Management attributed the underperformance primarily to early winter weather in the Midwest and Northeast, which sharply reduced demand for one-time and seasonal pest control projects. CEO Jerry Gahlhoff described the impact as “choppy,” noting that while recurring and ancillary services grew more than 7%, the one-time business declined almost 3% in the quarter. Management emphasized that underlying customer retention and demand trends remained healthy, suggesting the softness was transitory and not reflective of broader weakness.

Feb 18, 2026
I
Earnings Call

5 Insightful Analyst Questions From Inspire Medical Systems’s Q4 Earnings Call

Inspire Medical Systems’ fourth quarter was marked by robust revenue growth and improved operating margins, yet the market responded negatively due to heightened uncertainty around reimbursement for its Inspire 5 system. Management attributed the quarter’s performance to strong patient demand, successful rollout of Inspire 5, and disciplined cost controls, with CEO Timothy Herbert highlighting “a significant increase in the fourth quarter in social media activity” and expanded physician training. However, the looming changes in procedure coding and associated professional fee reductions created caution among investors and management alike.

Feb 18, 2026
V
Earnings Call

VMI Q4 Deep Dive: Infrastructure Strength Offsets Agriculture Weakness as Guidance Holds Steady

Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $1.04 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.3 billion at the midpoint. Its GAAP profit of $8.51 per share was 72.2% above analysts’ consensus estimates.

Feb 18, 2026
C
Earnings Call

The 5 Most Interesting Analyst Questions From Curtiss-Wright’s Q4 Earnings Call

Curtiss-Wright’s Q4 results drew a positive market response, reflecting robust sales momentum in both aerospace and defense, as well as commercial nuclear markets. Management attributed the outperformance to organic growth in defense segments, accelerated international and NATO-related demand, and successful integration of recent acquisitions. CEO Lynn Bamford noted, “Our performance reflects the critical positioning of our technologies across our A&D and commercial markets, our ongoing pursuit of operational and commercial excellence, and our commitment to delivering exceptional results for our shareholders.” Investments in research and development and operational efficiency initiatives were also key contributors.

Feb 18, 2026
P
Earnings Call

The Top 5 Analyst Questions From Parsons’s Q4 Earnings Call

Parsons' fourth quarter results prompted a significant negative market reaction, as the company missed Wall Street’s revenue and profit expectations. Management attributed the underperformance to contract timing issues and the completion of a large confidential contract, which reduced overall revenue and backlog. CEO Carey Smith described the environment as “dynamic,” highlighting a 43-day government shutdown that delayed procurement activity and led to project deferrals, especially in the federal solutions segment. Despite these setbacks, Smith emphasized continued strength in critical infrastructure and noted that several new contract wins helped offset some of the volume decline.

Feb 18, 2026
W
Earnings Call

The 5 Most Interesting Analyst Questions From Waste Connections’s Q4 Earnings Call

Waste Connections’ fourth quarter results were marked by operational improvements and disciplined pricing, but the market reacted negatively to the report. Management attributed margin gains to enhanced employee retention and declining safety incident rates, which CEO Ronald Mittelstaedt described as reaching “historic company record levels in safety.” The company also overcame commodity headwinds and the closure of the Chiquita Canyon Landfill through cost savings, productivity efforts, and solid waste core pricing, while noting continued sluggishness in core volume growth. Ongoing challenges in recycling commodity values and regulatory issues at Chiquita remained notable drags.

Feb 18, 2026
V
Earnings Call

The Top 5 Analyst Questions From Vertiv’s Q4 Earnings Call

Vertiv’s fourth-quarter results were met with a strong positive market reaction, as the company delivered robust revenue growth and exceeded Wall Street’s non-GAAP profit expectations. Management attributed these results to exceptional demand for data center infrastructure, particularly in the Americas, where sales surged and large customer orders drove a significant increase in backlog. CEO Giordano Albertazzi highlighted that “fourth quarter orders were up 152% year over year and up 117% sequentially,” emphasizing the company’s strengthened position in the accelerating AI-driven data center market. Management also noted that operational leverage, productivity gains, and favorable pricing contributed to higher margins and strong cash generation.

Feb 18, 2026
C
Earnings Call

The Top 5 Analyst Questions From Cognex’s Q4 Earnings Call

Cognex’s fourth quarter delivered results that outpaced Wall Street expectations, prompting a significant positive reaction from the market. Management attributed the strong performance to robust growth in logistics and packaging, as well as the successful rollout of new AI-enabled products that expanded adoption in factory automation. CEO Matt Moschner highlighted that the company’s efforts to simplify the product portfolio and strengthen customer engagement were central to building momentum, particularly noting the acceleration in new customer acquisition and operational improvements across key end markets.

Feb 18, 2026