Investment banking firm Moelis & Company (NYSE:MC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.2% year on year to $487.9 million. Its non-GAAP profit of $1.13 per share was 35.4% above analysts’ consensus estimates.
Title insurance provider Stewart Information Services (NYSE:STC) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 18.8% year on year to $790.6 million. Its non-GAAP profit of $1.65 per share was 21.9% above analysts’ consensus estimates.
Insurance holding company Globe Life (NYSE:GL) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 3.7% year on year to $1.52 billion. Its GAAP profit of $3.29 per share was 3.2% below analysts’ consensus estimates.
Electricity storage and software provider Fluence (NASDAQ:FLNC) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 154% year on year to $475.2 million. On the other hand, the company’s full-year revenue guidance of $3.4 billion at the midpoint came in 1.3% above analysts’ estimates. Its GAAP loss of $0.34 per share was 63% below analysts’ consensus estimates.
IT solutions provider Connection (NASDAQ:CNXN) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $702.9 million. Its non-GAAP profit of $0.91 per share was 5.8% above analysts’ consensus estimates.
Vocational education Universal Technical Institute (NYSE:UTI) announced better-than-expected revenue in Q4 CY2025, with sales up 9.6% year on year to $220.8 million. The company expects the full year’s revenue to be around $910 million, close to analysts’ estimates. Its GAAP profit of $0.23 per share was 66.3% above analysts’ consensus estimates.
Product design software company PTC (NASDAQ:PTC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 21.4% year on year to $685.8 million. On top of that, next quarter’s revenue guidance ($740 million at the midpoint) was surprisingly good and 7.9% above what analysts were expecting. Its non-GAAP profit of $1.92 per share was 22.8% above analysts’ consensus estimates.
Online advertising giant Alphabet (NASDAQ:GOOGL) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 18% year on year to $113.8 billion. Its GAAP profit of $2.82 per share was 7% above analysts’ consensus estimates.
Luxury casino and resort operator Monarch (NASDAQ:MCRI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 4.1% year on year to $140 million. Its GAAP profit of $1.25 per share was 8.9% below analysts’ consensus estimates.
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK stock is still a buy.
Advanced Micro Devices stock has had heavy, unusual trading in short-term out-of-the-money call options today. Based on the company's strong earnings results yesterday, it could be a bullish signal for AMD stock.
Valued at $18.64 billion, US Foods is a food service distributor. The company serves independent and multi-unit restaurants, healthcare and hospitality entities, and government and educational institutions.
A number of stocks traded in opposite directions in the afternoon session after the market slid following the release of weaker-than-expected private-sector employment data, fueling concerns about a cooling economy. According to the ADP report, U.S. private employers added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000. This miss signals that the multi-year cooling in labor demand has continued into the new year. The disappointing data added to existing market pressures, particularly on the tech sector, as investors weigh the implications of a potential economic slowdown on corporate earnings and growth prospects.
A number of stocks fell in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
A number of stocks fell in the afternoon session after sentiment weakened following a surprisingly weak private payrolls report from ADP. According to the ADP National Employment Report, the U.S. private sector added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000 to 48,000. The slowdown was led by the manufacturing and the professional and business services sectors. The professional and business services category was particularly hard-hit, shedding 57,000 jobs, marking its most substantial monthly decline since mid-2025. This lackluster hiring data points to a potential cooling in the labor market, raising concerns for companies whose revenues are closely tied to employment levels and business spending.
A number of stocks fell in the afternoon session after the market slid following the release of weaker-than-expected private-sector employment data, fueling concerns about a cooling economy.
Shares of financial services company Robinhood (NASDAQ:HOOD)
fell 8.4% in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
Shares of online community and discussion platform Reddit (NYSE:RDDT) fell 6.9% in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
