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N-able, Inc. (NABL) Q1 2026 Earnings Call Transcript

BURLINGTON, Mass.--(BUSINESS WIRE)--N‑able, Inc. (NYSE: NABL), a global cybersecurity company delivering business resilience, today announced strategic leadership appointments of Robert Johnston as Chief Innovation Officer and Nicole Reineke as Chief AI Officer. These leadership updates are designed to accelerate business resilience and innovation across its security services, product ecosystem, and applied AI capabilities. As organizations face increasing pressure from evolving cyberthreats, r.

BURLINGTON, Mass.--(BUSINESS WIRE)--N-able, Inc. (NYSE: NABL), a global cybersecurity company delivering business resilience, today announced plans for Empower 2027, its flagship customer conference, alongside the launch of its Empower on the Move global event series. Empower 2027 will take place September 20-22, 2027, in Scottsdale, Arizona, bringing together managed service providers (MSPs), IT professionals, value-added resellers (VARs), distributors, and industry experts from around the wor.

On April 16, 2026, Iron Mountain Inc IRM shares rose 3.7% today, continuing a strong upward trend that has seen the stock increase 43.1% year-to-date and 47.5% over the past year. The current price of $117.73 is just shy of its 52-week high of $118.02, while the low for the same period sits at $77.77.

GF Value™ verdict: Current price of $117.73 compared to GF Value™ of $101.12 indicates the stock is 16.4% overvalued.GF Score™ of 87/100 signifies a strong ranking, suggesting good long-term potential.Notable insider activity shows that insiders have sold $63.6 million in shares over the last three months, indicating potential concerns from those with inside knowledge. Is IRM Overvalued or Undervalued? According to the GF Value™, Iron Mountain Inc IRM is currently valued at $101.12, which means the shares are trading at a 16.4% premium to this intrinsic value. This level of overvaluation suggests that there is limited margin of safety for prospective buyers. The GF Valuation label categorizes IRM as "Modestly Overvalued," indicating that while the stock may not be excessively overpriced, there are risks associated with entering at current levels.

The overvaluation signals caution as the stock price is significantly above its intrinsic value, reflecting potentially unsustainable growth expectations. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does IRM's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 245.3x 63.0x Forward P/E 50.2x N/A The current P/E ratio of 245.3x is significantly above the 5-year median P/E of 63.0x, indicating that the stock is trading at a valuation well above its historical averages. This analysis agrees with the GF Value™ verdict, reinforcing the notion that IRM is overvalued at its current price.

What Does IRM's GF Score™ Tell Us? Metric Rating GF Score™ 87/100 Financial Strength 3/10 Profitability 8/10 Growth 9/10 Valuation 7/10 Momentum 8/10 The GF Score™ of 87/100 suggests a strong overall performance, particularly in the areas of Growth (9/10) and Profitability (8/10). However, the Financial Strength score of 3/10 highlights a significant weakness that could pose risks to investors. This combination of scores indicates that while IRM has strong growth and profitability metrics, its financial stability may be a concern for potential investors.

What Are Insiders Doing with IRM Stock? In recent months, insider activity has indicated a trend of selling, with insiders unloading a total of $63.6 million worth of shares. This pattern of selling, without any buying activity, could suggest that insiders may have concerns about the company's future performance or current valuation. Such activity often warrants attention as it may reflect the sentiments of those with the most knowledge about the company's operations.

What This Means for Investors Based on the GF Value™ assessment, Iron Mountain Inc IRM is currently overvalued with its shares trading at a premium to intrinsic value. This situation may lead to potential risks for investors considering entry at this price point.

For the complete analysis, visit the Iron Mountain Inc IRM stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is IRM's GF Score™?

IRM's GF Score™ is 87/100, indicating a strong ranking that suggests good potential for long-term returns based on historical performance.

Is IRM overvalued or undervalued?

IRM is currently overvalued according to the GF Value™ assessment, with shares trading at a 16.4% premium to its intrinsic value.

What is IRM's P/E ratio?

IRM's P/E (TTM) is 245.3x, significantly above its 5-year median P/E of 63.0x, indicating that the stock is trading at a valuation well above historical levels.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Posted by Defense World Staff on Apr 22nd, 2026

Iron Mountain Incorporated (NYSE:IRM – Get Free Report) shares reached a new 52-week high on Wednesday . The company traded as high as $121.00 and last traded at $117.9670, with a volume of 1526779 shares. The stock had previously closed at $120.53.

Analyst Upgrades and Downgrades A number of research analysts recently weighed in on IRM shares. Barclays raised their price objective on Iron Mountain from $126.00 to $127.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Loop Capital set a $130.00 price objective on Iron Mountain in a research note on Wednesday, March 4th. Zacks Research downgraded Iron Mountain from a “hold” rating to a “strong sell” rating in a research note on Monday, April 13th. Wells Fargo & Company raised their price objective on Iron Mountain from $125.00 to $135.00 and gave the company an “overweight” rating in a research note on Tuesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Iron Mountain in a research note on Thursday, January 22nd. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Iron Mountain has a consensus rating of “Moderate Buy” and an average price target of $124.60.

Get Our Latest Stock Report on Iron Mountain

Iron Mountain Stock Performance The company has a 50-day simple moving average of $107.39 and a 200 day simple moving average of $97.59. The company has a market capitalization of $35.09 billion, a P/E ratio of 245.76 and a beta of 1.13.

Iron Mountain Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Shareholders of record on Monday, March 16th were given a $0.864 dividend. This represents a $3.46 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Monday, March 16th. Iron Mountain’s payout ratio is currently 720.83%.

Insiders Place Their Bets In other Iron Mountain news, EVP Mithu Bhargava sold 59,725 shares of Iron Mountain stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $104.62, for a total value of $6,248,429.50. Following the transaction, the executive vice president directly owned 16,054 shares of the company’s stock, valued at $1,679,569.48. The trade was a 78.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Jennifer Allerton sold 7,000 shares of Iron Mountain stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $108.88, for a total value of $762,160.00. Following the completion of the transaction, the director directly owned 11,541 shares in the company, valued at approximately $1,256,584.08. This represents a 37.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 451,648 shares of company stock valued at $48,297,449. Corporate insiders own 1.70% of the company’s stock.

Institutional Trading of Iron Mountain Several institutional investors have recently modified their holdings of IRM. Norges Bank acquired a new stake in shares of Iron Mountain during the 4th quarter worth approximately $368,890,000. Cohen & Steers Inc. grew its holdings in shares of Iron Mountain by 20.0% during the 4th quarter. Cohen & Steers Inc. now owns 18,903,716 shares of the financial services provider’s stock worth $1,568,110,000 after purchasing an additional 3,155,034 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Iron Mountain by 597.9% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,161,589 shares of the financial services provider’s stock valued at $322,292,000 after buying an additional 2,708,560 shares in the last quarter. Principal Financial Group Inc. boosted its stake in Iron Mountain by 66.5% in the 4th quarter. Principal Financial Group Inc. now owns 4,207,596 shares of the financial services provider’s stock valued at $349,021,000 after buying an additional 1,680,438 shares in the last quarter. Finally, Vontobel Holding Ltd. acquired a new stake in Iron Mountain in the 3rd quarter valued at $109,941,000. Institutional investors and hedge funds own 80.13% of the company’s stock.

About Iron Mountain (Get Free Report)

Iron Mountain Incorporated is a global information management company that helps organizations protect, store, and manage their physical and digital information. The firm provides a range of services including secure records storage, document imaging and digitization, secure shredding and destruction, and information governance solutions designed to support regulatory compliance and business continuity. Iron Mountain also offers specialized secure storage environments and logistics for sensitive assets such as art, medical records, and legal archives.

Beyond traditional records management, Iron Mountain has expanded into technology-driven services to support customers’ digital transformation.

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Verisk Analytics (VRSK - Free Report) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.73 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.49%. A quarter ago, it was expected that this insurance data provider would post earnings of $1.6 per share when it actually produced earnings of $1.82, delivering a surprise of +13.75%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Verisk, which belongs to the Zacks Business - Information Services industry, posted revenues of $782.6 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.86%. This compares to year-ago revenues of $753 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Verisk shares have lost about 21% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Verisk?While Verisk has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Verisk was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.93 on $803.78 million in revenues for the coming quarter and $7.63 on $3.22 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Information Services is currently in the top 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Iron Mountain (IRM - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.

This real estate investment trust is expected to post quarterly earnings of $1.39 per share in its upcoming report, which represents a year-over-year change of +223.3%. The consensus EPS estimate for the quarter has been revised 2.7% higher over the last 30 days to the current level.

Iron Mountain's revenues are expected to be $1.86 billion, up 16.6% from the year-ago quarter.

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, announces financial results for the first quarter of 2026. "We are pleased to report another quarter of exceptional results, with record performance that exceeded our expectations and showed strength across all key metrics. Our business is experiencing significant momentum, driven by outstanding performance in our growth businesses of data center, ALM, and digital and c.

Iron Mountain (IRM - Free Report) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.88%. A quarter ago, it was expected that this real estate investment trust would post earnings of $1.39 per share when it actually produced earnings of $0.61, delivering a surprise of -56.12%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Iron Mountain, which belongs to the Zacks Business - Information Services industry, posted revenues of $1.94 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.31%. This compares to year-ago revenues of $1.59 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Iron Mountain shares have added about 38.1% since the beginning of the year versus the S&P 500's gain of 4.2%.

What's Next for Iron Mountain?While Iron Mountain has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Iron Mountain was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.44 on $1.91 billion in revenues for the coming quarter and $5.72 on $7.72 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Information Services is currently in the top 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the broader Zacks Business Services sector, Banzai International, Inc. (BNZI - Free Report) , has yet to report results for the quarter ended March 2026.

This company is expected to post quarterly loss of $0.29 per share in its upcoming report, which represents a year-over-year change of +80.7%. The consensus EPS estimate for the quarter has been revised 18.6% higher over the last 30 days to the current level.

Banzai International, Inc.'s revenues are expected to be $2.9 million, down 14.2% from the year-ago quarter.

Iron Mountain Incorporated (IRM) Q1 2026 Earnings Call Transcript

Iron Mountain stock price soared to a record high on Thursday after the company published a strong financial report. It rose to $125.26, up by 78% from its lowest level in April, pushing its market capitalization to over $36 billion.

Iron Mountain stock is building positive momentum. What’s pushing IRM stock higher? Trend‑Following Flows Support Today's MoveToday's action looks more like a continuation of an established trend than a reaction to any single headline. With mega‑cap momentum lifting the Nasdaq and overall risk tone improving, Iron Mountain is benefiting from a supportive backdrop even as sector breadth remains mixed.

The stock's longer‑term strength is also playing a role. Iron Mountain is up 32.56% over the past year, and dips have consistently been bought. That kind of positioning tends to amplify green‑market sessions, and Iron Mountain’s outperformance versus its sector suggests this is more than just passive Real Estate flow.

Technical Analysis: Uptrend Intact and Momentum BuildingIRM's chart remains firmly bullish. The stock is trading 7.6% above its 20‑day SMA, 15.9% above its 50‑day SMA and nearly 30% above its 200‑day SMA. This is the kind of spacing typically seen in strong, sustained uptrends. The 20‑day SMA is also above the 50‑day SMA, reinforcing the strength of the near‑term trend.

Trend confirmation is also coming from the golden cross in March, when the 50‑day SMA moved above the 200‑day SMA — a signal that often attracts longer‑term trend followers. After setting a swing low in March and a swing high in May (which also marked the 52‑week high), the stock continues to hold in the upper portion of its 52‑week range.

MACD is also leaning bullish: it's above its signal line and the histogram is positive, indicating improving upside pressure and fading selling momentum.

Key Levels Traders Are Watching Next Key Support: $110.00 — This level has acted as a recent demand zone and sits close to the 50‑day SMA ($110.67), making it a practical "line in the sand" for trend‑focused traders. Sector Performance ContextIron Mountain is outperforming the Real Estate sector by more than a full percentage point today (1.30% vs. 0.18%). With Real Estate sitting mid‑pack among the 11 sectors and Technology leading, IRM's relative strength stands out versus its immediate peer group.

IRM Shares Are ClimbingIRM Price Action: Iron Mountain shares were up 1.77% at $129.06 at the time of publication on Friday. The stock is approaching its 52-week high of $134.09, according to Benzinga Pro.

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April 2026 delivered another major milestone for the portfolio. We posted an insane 80% year-over-year increase. In April 2026, I received $1,742.78 in dividend income compared to $968.18 in April 2025. Looking beyond just April, the full 2026 dividend income picture continues to trend dramatically ahead of 2025. The portfolio is producing significantly more cash flow through the first four months of the year.

Key Takeaways WERN benefits from the FirstFleet acquisition, boosting the Dedicated segment scale and revenue stability.Werner Enterprises targets 55% emission cuts by 2035, with cost savings and efficiency gains underway.WERN faces margin pressure as costs rise, with Q4'25 operating loss despite a slight revenue decline. Werner Enterprises (WERN - Free Report) is bolstered by its commitment to promoting sustainability. Shareholder-friendly initiatives bode well for the company. The economic uncertainty and increased cost pressure are adversely impacting WERN’s prospects.

Factors Favoring WERNWerner Enterprises secured its 2026 Truckload Carriers Association Elite Fleet recognition for the second consecutive year, highlighting its strong focus on driver-centric policies and operational excellence. Developed with the University of Denver Transportation & Supply Chain Institute, the certification reflects Werner Enterprises’ efforts to offer competitive pay, uphold safety standards and improve driver satisfaction. These are key factors in an industry facing labor shortages. This recognition strengthens its employer brand and supports better retention and service reliability.

Werner Enterprises’ acquisition of FirstFleet, Inc. significantly strengthens its position in the high-margin Dedicated segment, positioning the company as the fifth-largest player in the United States. By adding scale, long-term customer contracts and exposure to resilient end markets like grocery and packaging, Werner Enterprises enhances revenue stability and margin visibility.

The deal’s immediate EPS accretion and expected synergies of around $18 million highlight strong financial upside, while increased network density and asset utilization should further improve efficiency. Overall, the transaction aligns with Werner Enterprises’ strategic shift toward Dedicated services, supporting more predictable growth and stronger cash flow generation.

Werner Enterprises is advancing its sustainability strategy with clear financial and operational impact. The company targets a 55% emission reduction by 2035. It has already reduced Scope 1 emissions by 24% since 2020 and GHG emissions by 10% since 2022. The company is projecting more than $45 million in cost savings for 2025. Strong efficiency metrics, including an 86.5% load factor and 16.7B revenue ton miles, along with large-scale recycling efforts, further support cost control and operational optimization.

Werner Enterprises’ consistent and growing dividend payments reflect its strong financial performance and commitment to returning value to shareholders. The company paid out $34.1 million in dividends in 2025, following $35.1 million in 2024, $34.2 million in 2023 and $32.2 million in 2022. The company’s quarterly dividend rate increased 8% in both 2023 and 2022, demonstrating confidence in its earnings and long-term stability. This steady dividend approach not only enhances shareholder value but signals that Werner Enterprises is financially healthy and focused on generating sustainable returns, which can attract long-term investors.

WERN: Key Risks to WatchWerner Enterprises is facing significant pressure as profitability deteriorates sharply despite modest revenue declines and rising costs. In the fourth quarter of 2025, revenues fell 2% to $737.6 million, while the company swung to an operating loss of $35.8 million. The situation was further strained by a 4.3% year-over-year increase in operating costs, intensifying margin compression.

The company operates in a challenging macroeconomic environment. Economic uncertainty, evolving tariff policies and heightened geopolitical tensions are increasing operational and compliance risks. These conditions are prompting companies to delay investments, reassess forecasts and remain highly agile, adding another layer of uncertainty to WERN’s near-term prospects.

The company’s shares have declined 5.2% over the past 90 days, underperforming the Transportation - Truck industry’s 16% growth.

Image Source: Zacks Investment Research

Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Seanergy Maritime Holdings (SHIP - Free Report) and Euroseas (ESEA - Free Report) . 

SHIP currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Seanergy Maritime has an expected earnings growth rate of 53.13% for the current year.  The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in the trailing four quarters, delivering an average beat of 76.43%.

ESEA currently carries a Zacks Rank #2 (Buy).

ESEA has an expected earnings growth rate of 4.7% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters and missed once, delivering an average beat of 4.28%.

Wall Street expects a year-over-year increase in earnings on higher revenues when Werner Enterprises (WERN - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis transportation company is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +75%.

Revenues are expected to be $804.78 million, up 13% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.98% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Werner?For Werner, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -67.95%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Werner will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Werner would post earnings of $0.09 per share when it actually produced earnings of $0.05, delivering a surprise of -44.44%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Werner doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

OMAHA, Neb.--(BUSINESS WIRE)--Werner Enterprises, Inc. (Nasdaq: WERN), a premier transportation and logistics provider, today reported results for the first quarter ended March 31, 2026. "The first quarter reflects early results from our strategic positioning and positive momentum in our core business," said Derek Leathers, Chairman and CEO. "Dedicated revenue and fleet size grew, bolstered by our FirstFleet acquisition, improving rates, and a strong 95% customer retention rate. Restructuring i.

Werner Enterprises (WERN - Free Report) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to a loss of $0.12 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +171.69%. A quarter ago, it was expected that this transportation company would post earnings of $0.09 per share when it actually produced earnings of $0.05, delivering a surprise of -44.44%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Werner, which belongs to the Zacks Transportation - Truck industry, posted revenues of $808.61 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.48%. This compares to year-ago revenues of $712.11 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Werner shares have added about 13.8% since the beginning of the year versus the S&P 500's gain of 4.8%.

What's Next for Werner?While Werner has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Werner was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.18 on $904.84 million in revenues for the coming quarter and $0.84 on $3.55 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Truck is currently in the bottom 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Saia (SAIA - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.

This trucking company is expected to post quarterly earnings of $1.82 per share in its upcoming report, which represents a year-over-year change of -2.2%. The consensus EPS estimate for the quarter has been revised 2.2% higher over the last 30 days to the current level.

Saia's revenues are expected to be $787.58 million, unchanged compared to the year-ago quarter.

Werner Enterprises delivered improved Q1 2026 revenue growth of 13.6% YoY, driven by acquisitions and strategic fleet management. WERN's operating margin improved to 0.5%, but persistent inflation and rising costs keep margins thin and risk elevated. Asset-light Werner Logistics and a robust balance sheet provide some insulation against macro headwinds and cost pressures.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Werner Enterprises (WERN - Free Report) Werner Enterprises, Inc. is a transportation and logistics company founded in 1956. Headquartered in Omaha, NE, the company is primarily focused on transporting the truckload shipments such as retail store merchandise, consumer products, grocery products and manufactured products. The company operates mainly under two segments — Truckload Transporation Services (TTS) and Werner Logistics.

WERN is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 38.15; value investors should take notice.

For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.09 to $0.94 per share. WERN boasts an average earnings surprise of +30.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, WERN should be on investors' short list.

OMAHA, Neb.--(BUSINESS WIRE)--Werner Enterprises, Inc. (Nasdaq: WERN), a premier transportation and logistics provider, is proud to announce it has earned the prestigious VETS Indexes 5 Star Employer designation for the third consecutive year. This recognition, part of the 2026 VETS Indexes Employer Awards, highlights Werner's strong commitment to the military-connected community through intentional recruiting, development and retention. As a top-tier recipient in the 2026 VETS Indexes Employer.

OMAHA, Neb.--(BUSINESS WIRE)--Werner Enterprises, Inc. (Nasdaq: WERN), one of the nation's largest transportation and logistics companies, announced today that its Board of Directors declared a regular quarterly cash dividend of $0.14 (fourteen cents) per common share. This dividend will be paid on July 22, 2026, to stockholders of record at the close of business on July 6, 2026. Werner Enterprises has paid a quarterly cash dividend to its stockholders every quarter since July 1987. Werner Ente.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Werner Enterprises (WERN - Free Report) Werner Enterprises, Inc. is a transportation and logistics company founded in 1956. Headquartered in Omaha, NE, the company is primarily focused on transporting the truckload shipments such as retail store merchandise, consumer products, grocery products and manufactured products. The company operates mainly under two segments — Truckload Transporation Services (TTS) and Werner Logistics.

WERN is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 43.3; value investors should take notice.

Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.10 to $0.94 per share. WERN boasts an average earnings surprise of +30.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, WERN should be on investors' short list.

OMAHA, Neb.--(BUSINESS WIRE)--Werner Enterprises, Inc. (Nasdaq: WERN), a premier transportation and logistics provider, was recently named a winner of the prestigious FreightWaves 2026 Fraud Fighters Award. Werner was selected as one of only five companies in the Logistics Operations category for delivering innovative, effective solutions to combat escalating threats like freight fraud and double brokering. The annual awards recognize organizations demonstrating exceptional, measurable results.

Oaktree Specialty Lending trades at its steepest discount to NAV, now 32.88%, offering potential upside if the gap narrows. OCSL maintains a 14.63% dividend yield with a $0.40 per share quarterly payout, but dividend coverage is tight at 105%, leaving little margin for slippage. Portfolio diversification is healthy, with a 23% exposure to software & services, which the market sees as a risk from possible AI-driven disruption.

Retirement income portfolios should prioritize meaningful dividend yields to avoid principal drawdown. Predictable and frequent cash flows, ideally monthly, are essential for reliable retirement income. Stress-free investments are key to minimizing worry during adverse economic conditions and avoiding income cuts.

I have gathered 20 BDC short interest statistics. What I found out surprised me - i.e., my top (quality) BDC picks are among the most shorted ones. In the article I've unpacked this situation and explained the potential drivers from the short sellers' perspective.