Key TakeawaysApple shares rose Friday morning after the company reported better-than-expected earnings and said customers are increasingly upgrading their iPhones to take advantage of AI features.The stock looks set to continue its upward momentum after finding support near the lower trendline of a rising wedge pattern.Investors should watch crucial overhead areas on Apple's chart around $260 and $350, while also monitoring major support levels near $235 and $218. Apple (AAPL) shares rose Friday morning aft ...

Broadridge Financial Solutions, Inc. (BR) has reported impressive second-quarter fiscal 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.See Zacks Earnings Calendar to stay ahead of market-making news.BR’s adjusted earnings of $1.6 per share outpaced the consensus mark by 12.2% and increased 69.6% from the year-ago quarter. Total revenues of $1.6 billion surpassed the consensus mark by 3% and rose 12.8% year over year.The company’s stock has gained 20.5% over the past year ...

Surmodics, Inc. (SRDX) delivered adjusted loss per share of 4 cents in the first quarter of fiscal 2025 against the year-ago quarter’s breakeven level. The metric was narrower than the Zacks Consensus Estimate of a loss of 8 cents per share.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.GAAP loss per share for the quarter was 26 cents, wider than the year-earlier loss of 6 cents per share.Surmodics’ Revenues in DetailSurmodics registered revenues of $29.9 million in the fiscal first ...

Shares of Compass Therapeutics (CMPX) have skyrocketed 108.3% in a month after the company announced updates regarding its pipeline development programs and current cash position. The phenomenal stock price rally underscores positive investors’ expectations regarding the pipeline potential of the clinical-stage, oncology-focused biotech company.CMPX’s Lead Pipeline ProgramCompass Therapeutics’ lead therapeutic candidate, tovecimig (CTX-009), is currently being evaluated in a phase II/III study in combinatio ...

Nvidia CEO Jensen Huang is in Washington D.C., and will be meeting with President Donald Trump Friday afternoon, CNBC has confirmed.The main topic Huang and Trump are expected to discuss is U.S. artificial intelligence policy, according to people familiar with the matter who asked not to be named because they weren't authorized to speak publicly on the plans. China's DeepSeek is likely to be part of the discussion, but the meeting is seen as a way for both leaders to get to know one another, the sources sai ...

The Trump administration is reportedly probing whether DeepSeek bought Nvidia’s advanced computer chips through Singapore – despite US export controls blocking the sale of the powerful technology to China-based firms.Key tech leaders, including Elon Musk and Palmer Luckey, have been skeptical of DeepSeek’s claim that it trained an AI model on par with US rivals for less than $6 million and without Nvidia’s most powerful chips.Officials at the White House and the FBI are investigating whether DeepSeek may ha ...

Hewlett Packard Enterprise (HPE) shares have gained 38% in the past year, outperforming the Zacks Computer and Technology sector and S&P 500 index’s return of 27.5% and 24.5%, respectively. Shares of the company have also outperformed the Zacks Computer - Integrated Systems industry’s decline of 4.3% in the past year.However, following the recent lawsuit filed by the U.S. Department of Justice (DOJ) to impede Hewlett Packard Enterprise’s $14 billion acquisition of Juniper Networks Inc. (JNPR) , investors re ...

文章核心观点 - 文章介绍了W.W. Grainger公司2024年第四季度及全年业绩、各业务板块表现、现金流与资产负债表情况，给出2025年展望，还提及公司股价表现、Zacks排名，同时对比了同行MSC Industrial Direct业绩，并预告了Hillenbrand和SiteOne Landscape Supply的财报发布时间及市场预期 [1][3][9][10][11][13][14][16] 2024年第四季度业绩 - 调整后每股收益为9.71美元，未达Zacks共识预期的9.75美元 [1] - 季度销售额同比增长5.9%至42.3亿美元，未达Zacks共识预期的42.4亿美元，每日销售额同比增长4.2% [3] - 2023年第四季度每股收益重述为7.89美元，此前报告的调整后每股收益为8.33美元 [2] 第四季度各业务板块表现 - High - Touch Solutions N.A. 板块每日销售额同比增长2.3%，模型预测有机每日销售额同比增长5% [4] - Endless Assortment板块每日销售额增长13.3%，模型预测有机每日销售额同比增长8.7% [5] 第四季度运营情况 - 销售成本同比增长5.1%至25.6亿美元，毛利润同比增长7.2%至16.8亿美元，毛利率为39.6% [6] - 销售、一般和行政费用同比增长3.7%至10.4亿美元，营业收入同比增长19%至6.63亿美元，运营利润率为15% [6] 第四季度现金流与资产负债表 - 2024年底现金及现金等价物为10.4亿美元，高于2023年底的6.7亿美元，2024年经营活动现金流为21.1亿美元 [7] - 截至2024年12月31日，长期债务为22.8亿美元，2024年通过股息和股票回购向股东返还16亿美元，资本支出为5.41亿美元 [8] 2024年全年业绩 - 调整后每股收益同比增长23.6%至38.96美元，超过Zacks共识预期，包含一次性项目的收益为38.71美元 [9] - 销售额同比增长4.2%至171.7亿美元，符合公司指引，达到Zacks共识预期，按固定汇率计算每日销售额增长4.7% [9] 2025年展望 - 预计净销售额在176亿 - 181亿美元之间，销售增长2.7% - 5.2%，每日销售额增长4% - 6.5%，每股收益预计在39.00 - 41.50美元 [10] 股价表现 - 过去一年，GWW股价上涨23%，行业增长5.9% [11] Zacks排名 - 公司目前Zacks排名为3（持有） [13] 同行表现 - MSC Industrial Direct 2025财年第一季度调整后每股收益为86美分，超Zacks共识预期，但较去年同期下降31% [14] - 该季度销售额为9.285亿美元，同比下降2.7%，但超Zacks共识预期 [15] 待公布财报公司 - Hillenbrand将于2月5日公布2025财年第一季度财报，Zacks共识预期每股收益54美分，同比下降21.7%，总收入6.95亿美元，同比下降10% [16] - SiteOne Landscape Supply将于2月12日公布2024年第四季度财报，Zacks共识预期每股亏损28美分，总收入10.1亿美元，同比增长4.3% [17]

公司信息 - 第一长岛公司（FLIC）是一家为长岛以及纽约市及其周边地区的企业和消费者提供服务的地区性银行 [1] 业务推广 - 采用混合交易和投资方式显著增加财富，可在一站式服务中实现 [1] - 2月3日价格将上涨，现在行动可锁定75%的储蓄，相比部分会员支付的1668美元费用，优惠本周结束，可直接联系基金交易员 [2] - 邀请尝试，若不满意可退款，收益到来时不会失望 [3]

文章核心观点 - Atlassian 2025财年第二季度财报超预期，营收和利润增长强劲，上调全年营收指引，有望推动股价上涨 [1][2][3] 财务表现 整体业绩 - 非GAAP每股收益96美分，超Zacks共识预期31.5%，同比增长31.5% [1] - 营收同比增长21.4%至12.9亿美元，超Zacks共识预期4.12% [2] 各业务板块业绩 - 订阅收入同比增长30.2%至12.1亿美元，受向云服务转型推动 [4] - 维护业务因运营关闭无收入 [4] - 其他收入（包括永久许可证收入）同比下降42.8%至7320万美元 [4] - 云服务收入8.469亿美元，同比增长29.7% [5] - 数据中心收入3.623亿美元，同比增长32% [5] - 市场和服务收入7720万美元，同比增长22.6% [5] - 服务器业务因运营关闭无收入 [5] 利润情况 - 非GAAP毛利润同比增长23%至11亿美元，毛利率同比提高100个基点至85% [6] - 非GAAP运营收入同比增长33.7%至3.351亿美元，运营利润率同比提高200个基点至26% [7] 资产负债表 - 2025财年第二季度末现金及现金等价物和短期投资为25亿美元，低于上季度末的22.2亿美元 [8] - 第二财季运营现金流和自由现金流分别为3.52亿美元和3.426亿美元 [8] 业绩指引 第三财季指引 - 预计营收在13.45 - 13.53亿美元之间，Zacks共识预期为13.2亿美元 [9] - 预计非GAAP毛利率为84.5%，非GAAP运营利润率为23.5% [9] 2025财年指引 - 预计营收同比增长18.5 - 19%，高于此前宣布的16.5 - 17% [10] - 预计非GAAP毛利率为84.5%，运营利润率为23.5% [10] 评级与股票推荐 - Atlassian目前Zacks评级为3（持有） [11] - Bill Holdings、Marvell Technology和Twilio是Zacks计算机与科技板块中评级较好的股票，目前均为Zacks评级1（强力买入） [11] - Bill Holdings 2025年盈利共识预期在过去60天上调4美分至每股1.81美元，同比增长13%，过去一年股价上涨24.1% [12] - Marvell Technology 2025年盈利共识预期在过去60天下调10美分至每股1.56美元，同比增长3.31%，过去一年股价上涨52.3% [12] - Twilio 2025年盈利共识预期在过去30天上调5美分至每股3.69美元，同比增长50.6%，过去一年股价上涨110.6% [13]