Recent Articles from StockStory

Renewable energy and infrastructure solutions provider Gibraltar Industries (NASDAQ:ROCK) announced better-than-expected revenue in Q4 CY2025, but sales fell by 11% year on year to $268.7 million. The company’s full-year revenue guidance of $1.80 billion at the midpoint came in 50.8% above analysts’ estimates. Its non-GAAP profit of $0.76 per share was 2.2% above analysts’ consensus estimates.

Building products installation services company Installed Building Products (NYSE:IBP) beat Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $747.5 million. Its non-GAAP profit of $3.24 per share was 18% above analysts’ consensus estimates.

Specialty construction contractor company EMCOR (NYSE:EME) announced better-than-expected revenue in Q4 CY2025, with sales up 19.7% year on year to $4.51 billion. The company’s full-year revenue guidance of $18.13 billion at the midpoint came in 1.7% above analysts’ estimates. Its GAAP profit of $9.68 per share was 45% above analysts’ consensus estimates.

Business advisory firm FTI Consulting (NYSE:FCN) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 10.7% year on year to $990.7 million. The company’s full-year revenue guidance of $4.02 billion at the midpoint came in 1.4% above analysts’ estimates. Its non-GAAP profit of $1.78 per share was 21.6% above analysts’ consensus estimates.

Egg and butter company Vital Farms (NASDAQ:VITL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 28.7% year on year to $213.6 million. On the other hand, the company’s full-year revenue guidance of $910 million at the midpoint came in 3.1% below analysts’ estimates. Its GAAP profit of $0.35 per share was 11% below analysts’ consensus estimates.

Infrastructure engineering software company Bentley Systems (NASDAQ:BSY) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.9% year on year to $391.6 million. The company’s full-year revenue guidance of $1.7 billion at the midpoint came in 3.2% above analysts’ estimates. Its non-GAAP profit of $0.27 per share was in line with analysts’ consensus estimates.

Medication company Viatris (NASDAQ:VTRS) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 5% year on year to $3.7 billion. The company’s full-year revenue guidance of $14.7 billion at the midpoint came in 2.3% above analysts’ estimates. Its non-GAAP profit of $0.57 per share was 7.4% above analysts’ consensus estimates.

Home warranty company Frontdoor (NASDAQ:FTDR) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 13.1% year on year to $433 million. On the other hand, next quarter’s revenue guidance of $442.5 million was less impressive, coming in 2% below analysts’ estimates. Its non-GAAP profit of $0.23 per share was 74.1% above analysts’ consensus estimates.

Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 4% year on year to $406.8 million. On the other hand, the company’s full-year revenue guidance of $1.43 billion at the midpoint came in 4.6% below analysts’ estimates. Its non-GAAP profit of $1.67 per share was 42.9% above analysts’ consensus estimates.

Fast-food chain Shake Shack (NYSE:SHAK) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 21.9% year on year to $400.5 million. Its non-GAAP profit of $0.37 per share was 6.1% above analysts’ consensus estimates.

Kitchen product manufacturer Middleby (NYSE:MIDD) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 14.5% year on year to $866.4 million. Next quarter’s revenue guidance of $774 million underwhelmed, coming in 14% below analysts’ estimates. Its non-GAAP profit of $2.42 per share was 7.2% above analysts’ consensus estimates.

Packaged foods company J.M Smucker (NYSE:SJM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7% year on year to $2.34 billion. Its non-GAAP profit of $2.38 per share was 5.2% above analysts’ consensus estimates.

Fast-food pizza chain Papa John’s (NASDAQ:PZZA) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 6.1% year on year to $498.2 million. Its non-GAAP profit of $0.34 per share was 3.8% above analysts’ consensus estimates.

Doughnut chain Krispy Kreme (NASDAQ:DNUT) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 2.9% year on year to $392.4 million. Its non-GAAP profit of $0.09 per share was significantly above analysts’ consensus estimates.

Building services and installation company TopBuild (NYSE:BLD) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 13.2% year on year to $1.49 billion. On the other hand, the company’s full-year revenue guidance of $6.08 billion at the midpoint came in 1.4% below analysts’ estimates. Its non-GAAP profit of $4.50 per share was 0.9% below analysts’ consensus estimates.

Local television broadcasting and media company Gray Television (NYSE:GTN) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 24.2% year on year to $792 million. The company expects next quarter’s revenue to be around $762.5 million, close to analysts’ estimates. Its GAAP loss of $0.24 per share was 26.5% above analysts’ consensus estimates.

Eyewear retailer Warby Parker (NYSE:WRBY) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.2% year on year to $212 million. On the other hand, the company’s full-year revenue guidance of $967.5 million at the midpoint came in 2% below analysts’ estimates. Its GAAP loss of $0.05 per share was significantly below analysts’ consensus estimates.

Outdoor advertising company Clear Channel Outdoor (NYSE:CCO) announced better-than-expected revenue in Q4 CY2025, with sales up 8.2% year on year to $461.5 million. Its GAAP profit of $0.02 per share was in line with analysts’ consensus estimates.

Medical technology company Teleflex (NYSE:TFX) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 28.5% year on year to $569 million. Its non-GAAP profit of $1.93 per share was 48.4% below analysts’ consensus estimates.

Golf equipment and apparel company Acushnet (NYSE:GOLF) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 7.2% year on year to $477.2 million. The company’s full-year revenue guidance of $2.65 billion at the midpoint came in 1.9% above analysts’ estimates. Its GAAP loss of $0.58 per share was 90.5% below analysts’ consensus estimates.

Government and sustainable technology solutions company KBR (NYSE:KBR) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 11.2% year on year to $1.89 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $8.13 billion at the midpoint. Its non-GAAP profit of $0.99 per share was 4.4% above analysts’ consensus estimates.

Background screening provider First Advantage (NASDAQ:FA) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 36.8% year on year to $420 million. The company’s full-year revenue guidance of $1.66 billion at the midpoint came in 2.4% above analysts’ estimates. Its non-GAAP profit of $0.30 per share was 13.7% above analysts’ consensus estimates.

Footwear conglomerate Wolverine Worldwide (NYSE:WWW) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 4.6% year on year to $517.5 million. The company’s full-year revenue guidance of $1.97 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $0.45 per share was 3.1% above analysts’ consensus estimates.

Medical device company Integra LifeSciences (NASDAQ:IART) announced better-than-expected revenue in Q4 CY2025, but sales fell by 1.7% year on year to $434.9 million. On the other hand, next quarter’s revenue guidance of $382.5 million was less impressive, coming in 2.8% below analysts’ estimates. Its non-GAAP profit of $0.83 per share was 3.7% above analysts’ consensus estimates.

Aerospace and defense company Ducommun (NYSE:DCO) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 9.4% year on year to $215.8 million. Its non-GAAP profit of $1.05 per share was 8.9% above analysts’ consensus estimates.

Clinical research company Fortrea Holdings (NASDAQ:FTRE) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 5.2% year on year to $660.5 million. The company’s full-year revenue guidance of $2.6 billion at the midpoint came in 4.9% below analysts’ estimates. Its non-GAAP profit of $0.09 per share was 43.8% below analysts’ consensus estimates.

Commercial real estate finance company Walker & Dunlop (NYSE:WD) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $340 million. Its non-GAAP profit of $0.28 per share was 80.8% below analysts’ consensus estimates.

Medical technology company Enovis Corporation (NYSE:ENOV) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 2.6% year on year to $575.8 million. The company’s full-year revenue guidance of $2.34 billion at the midpoint came in 0.7% below analysts’ estimates. Its non-GAAP profit of $0.95 per share was 13.1% above analysts’ consensus estimates.

Healthcare tech company Privia Health Group (NASDAQ:PRVA) announced better-than-expected revenue in Q4 CY2025, with sales up 17.4% year on year to $541.2 million. The company’s full-year revenue guidance of $2.4 billion at the midpoint came in 3.7% above analysts’ estimates. Its non-GAAP profit of $0.25 per share was 30.2% above analysts’ consensus estimates.

Filtration equipment manufacturer Donaldson (NYSE:DCI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 3% year on year to $896.3 million. Its non-GAAP profit of $0.83 per share was 6.6% below analysts’ consensus estimates.

Energy drink company Celsius (NASDAQ:CELH) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 117% year on year to $721.6 million. Its non-GAAP profit of $0.26 per share was 36.9% above analysts’ consensus estimates.

Luxury furniture retailer Arhaus (NASDAQ:ARHS) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.1% year on year to $364.8 million. On the other hand, next quarter’s revenue guidance of $310 million was less impressive, coming in 5% below analysts’ estimates. Its GAAP profit of $0.11 per share was 15.8% above analysts’ consensus estimates.

Pediatrix Medical Group’s fourth quarter was marked by a negative market reaction, driven by a combination of lower-than-expected non-GAAP earnings and year-on-year revenue declines. Management attributed the softer results primarily to a decrease in net patient volumes across all service lines, with Chief Financial Officer Kasandra H. Rossi citing "a tough comp" from the prior year as a key factor. Despite these volume pressures, Pediatrix was able to partially offset the impact through favorable payer mix, improved revenue cycle management collections, and higher patient acuity in neonatology, resulting in a notable increase in operating margin compared to the previous year.

Lemonade's fourth quarter was marked by significant top-line acceleration and operational progress, though the market responded negatively to the results. Management credited rapid growth in in-force premium, improved marketing efficiency, and the scaling of pet, car, and European businesses as the primary drivers of performance. CEO Daniel Schreiber highlighted that gross profit increased sharply and free cash flow turned positive, noting, “This was our strongest quarter ever,” yet also acknowledged the need to maintain disciplined expense growth. Management’s cautious remarks around the pace of investment and the competitive landscape may have influenced the market’s reaction.

Etsy’s fourth quarter results were met with a positive market reaction, as the company’s profitability exceeded Wall Street expectations despite ongoing softness in buyer activity. Management attributed this outcome to operational improvements in its core marketplace, such as reorganizing around customer outcomes and investing in targeted marketing, particularly on social channels like TikTok. CEO Kruti Goyal emphasized that enhancements to Etsy’s mobile app and personalized marketing efforts are beginning to drive healthier engagement and retention, noting, “Our app is making it our most personalized and engaging platform.”

Farmer Mac’s third quarter was marked by strong business volume growth and an 11% year-over-year increase in sales, despite falling short of Wall Street’s revenue expectations. Management credited the quarter’s positive performance to continued expansion in infrastructure finance, particularly in broadband and renewable energy lending, and highlighted a record net effective spread. CEO Bradford Nordholm emphasized, “Our strategy-driven decision to diversify our loan portfolio into newer lines of business…has been a key priority, and that diversification is benefiting us through changing market cycles.” Operating expenses increased due to higher headcount and technology investments, but these were seen as essential to supporting new business volumes and operational efficiency projects.

Walmart’s fourth quarter was marked by robust digital growth and continued market share gains, earning a positive reaction from investors. Management attributed the performance to a strong omnichannel strategy, as e-commerce sales grew 24% globally and new technology investments improved inventory and delivery speeds. CEO John Furner highlighted that customers using Walmart’s AI-powered shopping assistant, Sparky, placed larger orders, saying, “Customer engagement is up, and customers who use Sparky have an average order value that’s about 35% higher than non-Sparky customers.” The company also saw strength in fashion and general merchandise, with both in-store and online sales outperforming expectations. Inventory management improvements, automation, and a focus on higher-margin areas like advertising and membership further supported profit growth.

Pool’s fourth quarter results were met with a negative market reaction, as revenue remained flat year over year and fell short of Wall Street expectations. Management attributed the quarter’s performance to persistent weakness in new pool construction, with CEO Peter Arvan noting that industry-wide new pool builds continued to decline, while maintenance spending held up. In particular, difficult year-over-year comparisons in regions like Florida, which benefited from hurricane-related repairs last year, contributed to the flat sales. Arvan highlighted that, despite these headwinds, the company’s pricing discipline and supply chain initiatives supported improved gross margins.

Bandwidth’s fourth quarter was marked by steady operational execution and a clear focus on large enterprise customers, as highlighted by management. CEO David Morken emphasized, “We closed a record number of million-dollar-plus deals, including two significant wins in the fourth quarter alone.” The company also pointed to growing adoption of its AI voice solutions and Maestro orchestration software as contributing factors, with increased engagement from both new and existing enterprise clients. Management attributed ongoing profitability improvement to a stronger mix of software services and disciplined cost control.

Choice Hotels’ fourth quarter saw a positive market reaction as the company outpaced Wall Street’s expectations on both revenue and non-GAAP earnings per share, despite flat top-line growth compared to last year. Management credited higher-revenue brand momentum, robust international expansion, and strong growth in extended stay segments for supporting results. CEO Patrick Pacious pointed to “record U.S. extended stay hotel openings” and a deliberate strategy to exit underperforming properties, which improved the portfolio’s earnings profile and guest satisfaction scores.

Integer Holdings saw a positive market reaction to its fourth quarter results, as revenue and non-GAAP earnings per share both exceeded Wall Street expectations. Management cited strong performance in the Cardio & Vascular segment, particularly from acquisitions and demand in neurovascular, as a primary driver. CEO Peyman Khales emphasized the role of operational improvements and disciplined expense management, noting, "Operational improvements accounted for $30 million, or $0.86 per share, and reflected the benefits of higher sales volume, manufacturing efficiencies, operating expense management, and acquisition performance." The company’s product development pipeline and recent investments in manufacturing were also highlighted as contributors to the quarter's results.

YETI’s fourth quarter was met with a significant negative market reaction despite the company achieving both revenue and non-GAAP earnings ahead of analyst expectations. Management attributed the quarter’s results to strong international momentum—particularly in Europe and Australia—and the ongoing expansion of its Drinkware and Coolers & Equipment segments. CEO Matthew Reintjes highlighted that “[Q4] delivers 5% net sales growth fueled by continued momentum across the YETI brand,” but also acknowledged increased promotional activity and ongoing tariff pressures that weighed on profitability. The company’s operating margin declined year over year, with higher tariffs and increased spending on marketing and technology investments contributing to the margin compression.

Laureate Education’s fourth quarter reflected strong execution on strategic initiatives, with management highlighting robust student enrollment growth and a continued shift toward online programs as core drivers of performance. The company’s focus on scaling operations in Mexico and Peru, alongside targeted investments in new campus facilities and health science offerings, contributed to improved operating margins. CEO Eilif Serck-Hanssen pointed to the expansion of Laureate’s online education capabilities and the launch of new campuses as key pillars supporting both top-line growth and improved academic outcomes.

Cushman & Wakefield’s fourth quarter results came in ahead of Wall Street’s revenue expectations, but the market response was negative. Management attributed the quarter’s performance to momentum in its capital markets business, which delivered double-digit growth, and resilient leasing activity across regions. CEO Michelle MacKay emphasized the company’s progress in breaking down organizational silos and leveraging technology, while also acknowledging the impact of higher annual healthcare costs and a non-cash impairment related to its Greystone joint venture.

LKQ’s fourth quarter saw revenue come in ahead of Wall Street’s expectations, even as overall sales remained flat year on year. The market responded positively, reflecting confidence in LKQ’s execution amid a tough backdrop. Management attributed performance to steady share gains with large repair shop groups (MSOs), disciplined cost actions, and the simplification of its business through the sale of its self-service segment. CEO Justin Jude acknowledged that headwinds from weak repairable claims, tariffs, and ongoing softness in Europe all challenged profitability, but highlighted the company’s ability to generate robust free cash flow and maintain operational discipline.

Appian’s fourth quarter was marked by continued momentum in large enterprise deals and strong traction with artificial intelligence (AI)-powered solutions. Management attributed performance to a significant increase in customers adopting advanced AI features, particularly through upgrades to higher subscription tiers. CEO Matthew Calkins noted that, “Much of our revenue, profit and pipeline growth in 2025 is a result of our synergy with AI,” highlighting successful customer use cases in regulated industries and government.

UL Solutions delivered revenue ahead of Wall Street expectations in Q4, with management attributing growth to continued strength in both its Consumer and Industrial segments. CEO Jennifer Scanlon emphasized that the company’s focus on global megatrends such as digitalization, energy transition, and sustainability drove demand for its testing and certification services. The quarter benefited from investments in advanced laboratory infrastructure and higher productivity, leading to robust margin expansion. Scanlon noted, “Our strategic alignment with major industry megatrends is resonating with customers,” highlighting balanced performance across all regions and offerings.

Brady’s latest quarter reflected continued momentum in engineered identification products, with management highlighting robust performance in the Americas and Asia, particularly in wire identification solutions for data centers and industrial clients. CEO Russell Shaller noted that “engineered products have more than compensated” for softness in commoditized offerings, supporting margin resilience despite sluggish manufacturing activity in key regions. The company’s improved gross profit margin was attributed to a shift in sales mix and benefits from last year’s cost reduction actions. Management also emphasized strong cash generation and disciplined operating expense control, helping offset pockets of weaker organic growth, especially in the Americas and Europe.

Wayfair’s fourth quarter was marked by revenue and profit performance that exceeded Wall Street expectations, but the market reacted negatively as management acknowledged continued customer softness and headwinds in active customers. CEO Niraj Shah described the quarter as a period in which the company “returned to growth and accelerated throughout the year,” largely driven by initiatives such as store expansion and the Wayfair Rewards loyalty program. Despite these efforts, active customers declined year over year, and management highlighted ongoing challenges in the broader home goods category, noting it “contracted in the low single digits for the final quarter of the year.”

What a brutal six months it’s been for BlackLine. The stock has dropped 38% and now trades at $32.81, rattling many shareholders. This may have investors wondering how to approach the situation.

BankUnited’s 24.8% return over the past six months has outpaced the S&P 500 by 18.2%, and its stock price has climbed to $48.60 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Citizens Financial Group’s 24% return over the past six months has outpaced the S&P 500 by 17.5%, and its stock price has climbed to $63.62 per share. This performance may have investors wondering how to approach the situation.

Over the past six months, Avnet has been a great trade, beating the S&P 500 by 16.4%. Its stock price has climbed to $67.34, representing a healthy 22.9% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

First Financial Bancorp trades at $29.40 per share and has stayed right on track with the overall market, gaining 10.6% over the last six months. At the same time, the S&P 500 has returned 6.5%.

Xerox’s stock price has taken a beating over the past six months, shedding 52.5% of its value and falling to $1.82 per share. This was partly due to its softer quarterly results and might have investors contemplating their next move.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But cutbacks in corporate spending and the threat of new AI products have kept sentiment in check, and over the past six months, the industry has tumbled by 1.2%. This drawdown was discouraging since the S&P 500 returned 6.5%.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

LiveRamp has been treading water for the past six months, recording a small loss of 3.6% while holding steady at $26.07. The stock also fell short of the S&P 500’s 6.5% gain during that period.

Hitting a new 52-week low can be a pivotal moment for any stock. These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. But worries about an economic slowdown and potential credit deterioration have kept sentiment in check, and over the past six months, the banking industry’s 4.2% return has trailed the S&P 500 by 2.4 percentage points.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. Still, investors are uneasy as banks face challenges from credit quality concerns and potential regulatory changes. These doubts have certainly contributed to banking stocks’ recent underperformance - over the past six months, the industry’s 4.2% gain has fallen behind the S&P 500’s 6.5% rise.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.