Key Takeaways C3.ai is shifting sales to IPDs, using smaller deployments to prove value before scaling enterprise-wide.AI signed 20 new IPDs in fiscal Q2, bringing total IPDs to 394, with 269 currently active.C3.ai is absorbing near-term margin pressure to improve IPD execution and long-term conversions.C3.ai, Inc. (AI) is entering a new phase of commercial execution, with Initial Production Deployments (IPDs) emerging as the central driver of its sales reset. Management is repositioning IPDs as the primary ...

Key Takeaways DY, STRL, FIX, TPC and WMS are favored by analysts for their backlog visibility and execution strength.DY leads with 35% projected EPS growth and strong demand for digital and AI-driven infrastructure builds.FIX & STRL gain from tech-enabled construction, while WMS gains from resilient water infrastructure spend.As 2025 comes to a close, the construction sector is navigating a rare combination of moderating monetary policy, easing inflation pressures and improving forward economic visibility — ...

Key Takeaways PANW's Cortex XSIAM reached about 470 customers, with average ARR per customer above $1M.Palo Alto Networks signed its largest XSIAM deal yet, an $85M contract with a U.S. telecom customer.Cortex XSIAM is driving platform adoption, with linked platform deals more than doubling year over year.Palo Alto Networks (PANW) is seeing steady growth in Cortex Extended Security Intelligence and Automation Management (XSIAM), its security operations platform. In the first quarter of fiscal 2026, the comp ...

Key Takeaways LOW's strategy and Pro market gains make it better positioned for 2026 than HD despite housing headwinds.Home Depot faces weak Pro demand, softer comps and declining EPS estimates heading into the next fiscal year.LOW leverages AI, acquisition of FBM, and strong capital discipline to drive higher efficiency and engagement.The Home Depot, Inc. (HD) and Lowe’s Companies, Inc. (LOW) are key players in the home improvement retail sector, serving both do-it-yourself (DIY) customers and professional ...

Key Takeaways Caterpillar returned to revenue growth in Q3 2025, posting record $17.6B sales on a 10% rise in volume.CAT will benefit from U.S. infrastructure spending, mining demand and strong orders for data-center engines.Komatsu is facing falling sales, yen pressure and tariff costs, with fiscal 2025 net income projected to drop.Caterpillar Inc. (CAT) and Komatsu Ltd. (KMTUY) rank among the world’s largest manufacturers of heavy equipment. Caterpillar holds the top position, with Komatsu close behind, i ...

Key Takeaways INCY won EC approval for Minjuvi with lenalidomide and rituximab to treat follicular lymphoma.The decision was backed by inMIND trial data showing improved progression-free survival.INCY continues diversifying beyond Jakafi as Minjuvi gains new labels across the world. Incyte (INCY) announced that the European Commission (EC) has approved a label expansion of Minjuvi (tafasitamab).The drug, in combination with Revlimid (lenalidomide) and rituximab, is now indicated for the treatment of adult p ...

CarMax (KMX) reported $5.79 billion in revenue for the quarter ended November 2025, representing a year-over-year decline of 6.9%. EPS of $0.51 for the same period compares to $0.81 a year ago.The reported revenue represents a surprise of +1.18% over the Zacks Consensus Estimate of $5.73 billion. With the consensus EPS estimate being $0.32, the EPS surprise was +59.38%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

For the quarter ended November 2025, Darden Restaurants (DRI) reported revenue of $3.1 billion, up 7.3% over the same period last year. EPS came in at $2.08, compared to $2.03 in the year-ago quarter.The reported revenue represents a surprise of +0.6% over the Zacks Consensus Estimate of $3.08 billion. With the consensus EPS estimate being $2.09, the EPS surprise was -0.48%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

FactSet Research (FDS) reported $607.62 million in revenue for the quarter ended November 2025, representing a year-over-year increase of 6.9%. EPS of $4.51 for the same period compares to $4.37 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $599.48 million, representing a surprise of +1.36%. The company delivered an EPS surprise of +2.73%, with the consensus EPS estimate being $4.39.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about M/I Homes (MHO) .M/I Homes currently has an average brokerage recommendati ...