Key Takeaways URBN's Q1 gross margin moved up 278 bps to 36.8%, aided by lower markdowns and reduced delivery costs. Operating income jumped 72% to $128.2M, with the operating margin rising 340 bps to 9.6% of sales. Management sees Q2 margin gains of 50-100 bps and targets a 10% operating margin for fiscal 2026.Urban Outfitters Inc. (URBN) reported a strong start to fiscal 2026, driven by improved profitability and greater operational efficiency. In the first quarter, gross profit rose 19.8% year over yea ...

Key Takeaways CSCO's Q3 product revenues rose 15% to $10.37B, led by strong gains in Security and Observability segments. Product ARR climbed 8% as CSCO shifted toward software-based offerings and recurring revenue streams. CSCO secured over $1B in AI infrastructure orders, aided by its NVIDIA partnership and AI Canvas launch.Cisco Systems (CSCO) is expanding its lead in network security and intelligent infrastructure through an innovative portfolio. In the third quarter of fiscal 2025, the company report ...

Key Takeaways USB is integrating Elan's credit card program into Fiserv's Credit Choice digital card solution. The partnership supports USB's digital-first strategy with a unified debit and credit platform. Fiserv will aid in rollout, training, and onboarding, targeting full integration by early 2026. U.S. Bancorp (USB) has entered a partnership with Fiserv (FI) to integrate its Elan Financial Services credit card program into Fiserv’s Credit Choice solution. The collaboration aims to enhance digital card ...

Key Takeaways STT has outperformed peers with a 9.5% gain, driven by strategic deals and strong fundamentals. Acquisitions, fee income gains and rising NII continue to support State Street's growth outlook. Higher expenses and reliance on fee income remain key risks to STT's ongoing performance.State Street Corporation (STT) shares have gained 9.5% in the past three months, outperforming the industry’s mere 0.6% growth and the S&P 500 Index’s 5.2% rise. Moreover, STT’s price performance has been better th ...

Key Takeaways DELL's ISG revenue rose 12% YoY to $10.31B in Q1 FY26, led by strong AI and traditional server demand. AI-optimized server orders hit $12.1B, with $1.8B shipped and a backlog of $14.4B in the fiscal first quarter. The PowerEdge XE9680 and XE8712 servers, built for NVIDIA AI platforms, drive DELL's AI infrastructure gains.Dell Technologies (DELL) is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI app ...

Key Takeaways VRT posted Q1 sales of $2.04B, up 24% YoY, fueled by rising AI infrastructure demand. New AI-ready solution for NVIDIA's GB300 NVL72 enables 142kW per rack with liquid-air cooling. Orders grew 13% YoY, driving backlog to $7.9B as Vertiv expands its AI-aligned portfolio.Vertiv’s (VRT) digital infrastructure portfolio has been gaining traction as hyperscalers and enterprises increasingly scale AI deployments to support high-performance data centers. Vertiv provides integrated solutions spannin ...

Rockwell Automation (ROK) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Ind ...

Glaukos (GKOS) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual invest ...

Immunome, Inc. (IMNM) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors of ...

Amentum Holdings (AMTM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...