Shares of aerospace and defense company Ducommun (NYSE:DCO)
fell 4.4% in the afternoon session after the company reported fourth-quarter financial results that showed a miss on revenue expectations, despite beating profit estimates.
Shares of business management solutions provider Barrett Business Services (NASDAQ:BBSI) fell 18% in the afternoon session after the company reported fourth-quarter financial results where key metrics fell short of Wall Street's expectations.
Shares of cross-border payment platform Payoneer (NASDAQ:PAYO) fell 16.7% in the afternoon session after the company reported disappointing fourth-quarter 2025 financial results and provided a weak forecast for 2026.
Shares of egg and butter company Vital Farms (NASDAQ:VITL)
fell 18.9% in the afternoon session after the company's weak forecast for the upcoming year overshadowed its fourth-quarter results.
Shares of enterprise AI software company C3.ai (NYSE:AI) fell 21.1% in the afternoon session after it reported disappointing fourth-quarter 2025 results that missed analyst expectations and issued a weak forecast for the upcoming quarter.
Shares of energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) fell 35% in the morning session after the company reported disappointing fourth-quarter 2025 financial results that fell short of Wall Street's expectations.
Shares of payment processing company Shift4 Payments (NYSE:FOUR) fell 14.4% in the afternoon session after it provided a disappointing financial outlook alongside its fourth-quarter results.
Shares of environmental services provider Montrose (NYSE:MEG)
jumped 14.8% in the morning session after the company reported fourth-quarter 2025 results that topped Wall Street estimates and provided an upbeat forecast for the upcoming year. For the fourth quarter, Montrose posted revenue of $193.3 million, a 2.2% increase year-on-year, which surpassed analysts' expectations. The company's profitability was a significant highlight, with non-GAAP earnings of $0.35 per share, soundly beating the consensus estimate of $0.19. Looking ahead, Montrose issued full-year revenue guidance with a midpoint of $870 million, which was above analyst forecasts. The company also projected 2026 adjusted EBITDA of $127.5 million at the midpoint, also ahead of expectations. The strong quarter and optimistic outlook signaled healthy demand for its environmental services, boosting investor confidence.
Shares of debt recovery company Encore Capital Group (NASDAQ:ECPG) jumped 7.3% in the morning session after it posted fourth-quarter 2025 results that easily surpassed Wall Street's expectations.
Shares of online fashion retailer Revolve (NASDAQ:RVLV)
jumped 7.7% in the morning session after the company reported strong fourth-quarter earnings and revenue that surpassed analyst expectations.
Shares of digital medical services platform Teladoc Health (NYSE:TDOC) jumped 13.5% in the morning session after the company reported fourth-quarter results that surpassed analyst expectations, along with a narrower loss, even as it provided a cautious outlook for the year ahead. The virtual healthcare company posted revenue of $642.3 million, which was slightly ahead of Wall Street's estimates. A key positive for investors was the improvement on the bottom line, with the quarterly loss per share narrowing to $0.14 from $0.28 in the same period of the previous year. This result also beat market forecasts. However, the company's guidance for the upcoming first quarter and the full year 2026 came in below what analysts had anticipated. Despite the soft forecast, the market's positive reaction suggested investors placed more weight on the strong quarterly performance and improved profitability.
Shares of infrastructure engineering software company Bentley Systems (NASDAQ:BSY) jumped 12.8% in the morning session after the company reported better-than-expected fourth-quarter 2025 results and provided a robust financial outlook for 2026. The company announced its fourth-quarter revenue grew 11.9% year-over-year to $391.6 million, exceeding market expectations, while its non-GAAP profit of $0.27 per share was in line with analysts' consensus estimates. Looking ahead, Bentley Systems initiated its full-year 2026 revenue guidance in the range of $1.685 billion to $1.715 billion. The midpoint of this forecast was notably above what analysts had projected. The company also reported a substantial increase in its free cash flow margin, which was 13 percentage points higher than the same period last year.
Shares of packaged foods company J.M Smucker (NYSE:SJM)
jumped 6.4% in the morning session after the company reported fourth-quarter earnings that surpassed analyst expectations.
Shares of vaccine biotechnology company Novavax (NASDAQ:NVAX) jumped 24.4% in the morning session after the company reported fourth-quarter financial results that significantly beat analyst expectations. Novavax announced revenue of $147.1 million, up approximately 67% from the prior year's quarter and well ahead of forecasts. The company also posted a surprise profit with earnings per share (EPS) of $0.11. This was a significant beat, as analysts had expected a loss of $0.49 per share, and it marked a notable turnaround from a loss of $0.51 per share in the same period of the previous year. The strong top-line growth and unexpected profitability drove investor optimism.
As of February 26, 2026, the global PC market stands at a critical juncture, caught between a massive corporate hardware upgrade cycle and a crippling supply chain squeeze. HP Inc. (NYSE:HPQ) recently reported its first-quarter fiscal 2026 results, revealing a "beat and lower" performance that perfectly illustrates the current
The recent fourth-quarter fiscal 2026 financial results from Workday, Inc. (NASDAQ: WDAY) have sent a complex signal to the technology sector, serving as a definitive bellwether for the state of enterprise software spending in 2026. While the company exceeded analyst expectations for both revenue and profitability in the quarter ending
As the final week of February 2026 draws to a close, the financial markets have emerged from what analysts are calling the most consequential “Heavyweight Week” of the post-pandemic era. The triple-threat earnings reports from Alphabet Inc. (NASDAQ: GOOGL), Qualcomm Inc. (NASDAQ: QCOM), and Eli Lilly and Company (NYSE: LLY)
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As the first quarter of 2026 unfolds, all eyes on Wall Street are turning toward Amazon.com Inc. (NASDAQ:AMZN), which stands at a pivotal crossroads following a year of massive capital investment and structural reorganization. After trailing its "Magnificent 7" peers for much of 2025, the e-commerce and cloud
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.3% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 4.5% in the morning session after the company reported fourth quarter results and provided optimistic full-year EBITDA guidance, which blew past analysts' expectations.
