Market Signal Briefing

At 8:30 a.m. Eastern, the U.S. labor market handed traders a breaking story with two timelines, one for today, one for last year.

Nonfarm payrolls grew by 130,000 in January, unemployment held at 4.3%, and wages kept climbing.

The details came straight from the BLS, the monthly snapshot that tells markets how hiring and paychecks are moving.

Then I scrolled, and the past shifted.

The same release carried a huge annual benchmark revision that rewrote the job count for March 2025 lower by 898,000 on a seasonally adjusted basis, and pushed the entire 2025 trendline down.

Those revisions matter because traders build expectations from the shape of the curve, and the curve just changed.

That is where Bitcoin enters the room.

Crypto traders should follow the jobs report because it can move the Federal Reserve’s timeline in a single morning. Rates shape the price of risk across the world, and Bitcoin sits right in the path of that pressure, especially on days when the market is repricing the cost of money.

Today, the first reaction came through bonds. Right after the release, Treasury yields climbed, with the 10 year moving up to around 4.20% from about 4.15%, a classic signal of markets leaning toward tighter conditions.

CME FedWatch odds of a March cut dropped to about 6% from roughly 22% before the data hit.

Bitcoin followed that pulse, down around 3% on the day, trading near $66,900, as traders absorbed the shift toward later cuts.

$66,537.71

-4.03%

Market Cap $1.33T

24h Volume $46.99B

All-Time High $126,173.18

Sectors

The heart of this story lives in the tension between the morning’s headline and the year that got revised.

January hiring looks steady, wages look firm, and the official unemployment rate sits at 4.3%. The benchmark process also says the economy carried fewer jobs through 2025 than the first draft suggested, and that gap forces traders to hold two pictures in their head at once.

Why one jobs report can swing BitcoinBitcoin’s macro wiring has become clearer over time, and today’s release shows it in plain English.

Stronger hiring data can lift yields, higher yields raise the bar for risk, and Bitcoin often feels that weight first. The market has been flirting with record highs, while yields have climbed, driven by a mix of growth confidence and rate caution.

Wages are a key piece of the caution. Average hourly earnings rose 0.4% in January to $37.17, and they are up 3.7% over the past year, figures that keep the conversation about sticky inflation alive.

When wage growth runs firm, markets tend to price a Fed that stays patient, and a patient Fed often means tighter financial conditions for longer.

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At the same time, the benchmark revisions invite a second storyline, one that points toward a softer backdrop under the surface.

The BLS revised the March 2025 level down by 898,000 on a seasonally adjusted basis, and it revised 2025’s net job growth sharply lower, which changes how investors interpret the past year of “resilience.”

Jobs report revision (Source: BLS)That is why rate cut odds matter so much to Bitcoin traders, and why it's wise to watch the futures market like a second scoreboard. Those odds moved rapidly after the release, and that speed itself becomes part of the risk, because it pulls liquidity expectations forward and back within hours.

Three paths from here, and what each means for BTCMarkets move on the story that the next few data points confirm, and today set up three plausible paths.

One path looks like higher for longer, jobs keep printing steady enough, wage growth stays firm, and inflation cools slowly. In that world, cuts get pushed out, yields stay elevated, and Bitcoin’s rallies can struggle to hold, because the cost of money keeps pressing on risk.A second path grows out of the revisions, the downshift in 2025 becomes the first clue to a broader slowdown that shows up in future hiring, hours, and spending. In that world, cuts come back into the frame faster, and Bitcoin can find support as markets price easier conditions.A third path sits between them, a soft landing with gradual cooling and eventual cuts, and a choppy road in between. That world can still be constructive for Bitcoin, and it can feel noisy because every major print becomes a debate over timing.Two near-term calendar beats matter most for that debate.

The next inflation report lands Friday, and the next employment report is scheduled for March 6.

Barron’s flagged CPI as the next catalyst traders were circling, which makes sense given how quickly rate cut odds moved today.

For now, the impact reads like this, a jobs beat pushed yields up, cut odds slipped, and Bitcoin traded lower in that first wave of repricing.

The deeper takeaway lives in the benchmark revisions, because they change the story people tell about where the economy has been, and that story shapes where they think policy heads next.

Posted in

Uniswap up 40% as BlackRock buys tokens & lists $1.8B BUIDL on Uniswap. TradFi enters DeFi! $15 next?

Emir Abyazov2 min read

11 February 2026, 04:09 PM

Uniswap's native token $UNI skyrocketed over 40% in a 30-minute surge today, peaking above $4.3 before settling near $3.8, after BlackRock announced its BUIDL tokenized Treasury fund integration on Uniswap and revealed plans to purchase an undisclosed amount of UNI tokens.

Trading volume exploded to $3.2B, with open interest spiking 25% as DeFi whales piled in.

BlackRock's DeFi Bombshell: BUIDL Goes Live on UniswapThe world's largest asset manager ($14T AUM) partnered with Securitize to enable institutional trading of its $1.8B BUIDL fund – a tokenized U.S. Treasury-backed vehicle – directly on Uniswap via the RFQ framework on UniswapX.

Whitelisted investors (>$5M assets) can now swap BUIDL for USDC 24/7 with market makers like Wintermute and Flowdesk, slashing settlement times and unlocking instant liquidity without centralized rails.

BlackRock's digital assets head Robert Mitchnick called it a "critical step" blending TradFi stability with DeFi efficiency. Uniswap CEO Hayden Adams hailed the validation: "BlackRock's entry proves DeFi's maturity."

UNI Buy Signals Governance Power PlayBlackRock's UNI purchase, quantity undisclosed, grants governance rights, letting the giant vote on protocol upgrades impacting BUIDL liquidity. This echoes past UNI catalysts like the "UNIfication" fee switch proposal, which ignited a 63% rally to $10 in Nov 2025 via $842M token burns and buybacks. UNI's market cap now tops $8.5B, with 956M tokens off exchanges (uptrend intact).

Token AnalyticsRSI hit 85 (overbought but momentum strong), MACD bullish crossover, and OI at $1.2B signal more upside–analysts eye $15 resistance if volume holds.

CryptoQuant's Ki Young Ju predicts "inevitable supply shock" from burns and BlackRock staking.

Yet risks linger: restricted access caps immediate flow, and UNI's 93x P/E screams froth amid unlocks.

Broader Partnerships Fuel UNI FireUniswap's momentum builds on integrations like Circle's USDC conversions and BNB Chain expansion, plus v4 hooks enabling custom liquidity. Opinion: BlackRock's move isn't just hype – it's TradFi's DeFi gateway, potentially funneling billions into UNI liquidity pools.

If governance votes align BUIDL growth with fee accrual, $UNI could redefine DEX tokens. Bulls target $20; bears warn of post-pump fade.

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well-curated news from the crypto world!

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Interactive Brokers Group, Inc. (IBKR - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this company have returned +9.4%, compared to the Zacks S&P 500 composite's -0.3% change. During this period, the Zacks Financial - Investment Bank industry, which Interactive Brokers falls in, has lost 2%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Interactive Brokers is expected to post earnings of $0.57 per share for the current quarter, representing a year-over-year change of +21.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +7.6%.

For the current fiscal year, the consensus earnings estimate of $2.35 points to a change of +7.3% from the prior year. Over the last 30 days, this estimate has changed +5.5%.

For the next fiscal year, the consensus earnings estimate of $2.51 indicates a change of +6.7% from what Interactive Brokers is expected to report a year ago. Over the past month, the estimate has changed +23.6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Interactive Brokers.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Interactive Brokers, the consensus sales estimate of $1.61 billion for the current quarter points to a year-over-year change of +15.2%. The $6.53 billion and $6.97 billion estimates for the current and next fiscal years indicate changes of +6.1% and +6.6%, respectively.

Last Reported Results and Surprise HistoryInteractive Brokers reported revenues of $1.67 billion in the last reported quarter, representing a year-over-year change of +17.3%. EPS of $0.65 for the same period compares with $0.51 a year ago.

Compared to the Zacks Consensus Estimate of $1.49 billion, the reported revenues represent a surprise of +12.41%. The EPS surprise was +25%.

Over the last four quarters, Interactive Brokers surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Interactive Brokers is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Interactive Brokers. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Chipotle Mexican Grill (CMG - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this Mexican food chain have returned -2.5% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Retail - Restaurants industry, to which Chipotle belongs, has gained 4.4% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Chipotle is expected to post earnings of $0.25 per share for the current quarter, representing a year-over-year change of -13.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.7%.

The consensus earnings estimate of $1.14 for the current fiscal year indicates a year-over-year change of -2.6%. This estimate has changed -5% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $1.36 indicates a change of +19.3% from what Chipotle is expected to report a year ago. Over the past month, the estimate has changed -3.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Chipotle is rated Zacks Rank #5 (Strong Sell).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Chipotle, the consensus sales estimate of $3.07 billion for the current quarter points to a year-over-year change of +6.8%. The $12.93 billion and $14.35 billion estimates for the current and next fiscal years indicate changes of +8.5% and +10.9%, respectively.

Last Reported Results and Surprise HistoryChipotle reported revenues of $2.98 billion in the last reported quarter, representing a year-over-year change of +4.9%. EPS of $0.25 for the same period compares with $0.25 a year ago.

Compared to the Zacks Consensus Estimate of $2.97 billion, the reported revenues represent a surprise of +0.6%. The EPS surprise was +4.17%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates just once over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Chipotle is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Chipotle. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Synchronoss (SNCR - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this mobile services company have returned +3.8% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Internet - Software industry, to which Synchronoss belongs, has lost 6.9% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Synchronoss is expected to post earnings of $0.22 per share, indicating a change of -76.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $0.91 points to a change of -44.2% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $1.18 indicates a change of +30.2% from what Synchronoss is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Synchronoss is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Synchronoss, the consensus sales estimate of $43.03 million for the current quarter points to a year-over-year change of -2.7%. The $169.73 million and $177.15 million estimates for the current and next fiscal years indicate changes of -2.2% and +4.4%, respectively.

Last Reported Results and Surprise HistorySynchronoss reported revenues of $42 million in the last reported quarter, representing a year-over-year change of -2.2%. EPS of $0.63 for the same period compares with -$0.26 a year ago.

Compared to the Zacks Consensus Estimate of $43.04 million, the reported revenues represent a surprise of -2.41%. The EPS surprise was +80%.

Over the last four quarters, Synchronoss surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Synchronoss is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Synchronoss. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Booking Holdings (BKNG - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this online booking service have returned -19.5% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Internet - Commerce industry, to which Booking Holdings belongs, has lost 13.4% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Booking Holdings is expected to post earnings of $47.58 per share for the current quarter, representing a year-over-year change of +14.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.9%.

For the current fiscal year, the consensus earnings estimate of $227.19 points to a change of +21.4% from the prior year. Over the last 30 days, this estimate has changed -0.2%.

For the next fiscal year, the consensus earnings estimate of $266.24 indicates a change of +17.2% from what Booking Holdings is expected to report a year ago. Over the past month, the estimate has changed -0.2%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Booking Holdings.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Booking Holdings, the consensus sales estimate of $6.11 billion for the current quarter points to a year-over-year change of +11.7%. The $26.68 billion and $28.94 billion estimates for the current and next fiscal years indicate changes of +12.4% and +8.5%, respectively.

Last Reported Results and Surprise HistoryBooking Holdings reported revenues of $9.01 billion in the last reported quarter, representing a year-over-year change of +12.7%. EPS of $99.5 for the same period compares with $83.89 a year ago.

Compared to the Zacks Consensus Estimate of $8.74 billion, the reported revenues represent a surprise of +3.12%. The EPS surprise was +3.6%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Booking Holdings is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Booking Holdings. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

NRG Energy (NRG - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this power company have returned +3.9%, compared to the Zacks S&P 500 composite's -0.3% change. During this period, the Zacks Utility - Electric Power industry, which NRG falls in, has gained 7%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

NRG is expected to post earnings of $1.19 per share for the current quarter, representing a year-over-year change of -21.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The consensus earnings estimate of $8.05 for the current fiscal year indicates a year-over-year change of +21.2%. This estimate has changed -16% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $9.6 indicates a change of +19.3% from what NRG is expected to report a year ago. Over the past month, the estimate has changed -6.3%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, NRG is rated Zacks Rank #5 (Strong Sell).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For NRG, the consensus sales estimate for the current quarter of $7.32 billion indicates a year-over-year change of +7.4%. For the current and next fiscal years, $31.14 billion and $36.28 billion estimates indicate +10.7% and +16.5% changes, respectively.

Last Reported Results and Surprise HistoryNRG reported revenues of $7.64 billion in the last reported quarter, representing a year-over-year change of +5.7%. EPS of $2.75 for the same period compares with $1.85 a year ago.

Compared to the Zacks Consensus Estimate of $7.16 billion, the reported revenues represent a surprise of +6.66%. The EPS surprise was +21.68%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

NRG is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about NRG. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Silicon Motion (SIMO - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this chip company have returned +15.6% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Computer - Integrated Systems industry, to which Silicon Motion belongs, has gained 4.8% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Silicon Motion is expected to post earnings of $1.14 per share for the current quarter, representing a year-over-year change of +90%. Over the last 30 days, the Zacks Consensus Estimate has changed +25.5%.

The consensus earnings estimate of $5.42 for the current fiscal year indicates a year-over-year change of +52.7%. This estimate has changed +21.9% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $6.93 indicates a change of +27.8% from what Silicon Motion is expected to report a year ago. Over the past month, the estimate has changed +6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Silicon Motion.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Silicon Motion, the consensus sales estimate for the current quarter of $299.65 million indicates a year-over-year change of +80%. For the current and next fiscal years, $1.24 billion and $1.41 billion estimates indicate +39.5% and +14.2% changes, respectively.

Last Reported Results and Surprise HistorySilicon Motion reported revenues of $278.46 million in the last reported quarter, representing a year-over-year change of +45.7%. EPS of $1.26 for the same period compares with $0.91 a year ago.

Compared to the Zacks Consensus Estimate of $261.2 million, the reported revenues represent a surprise of +6.61%. The EPS surprise was -2.33%.

Over the last four quarters, Silicon Motion surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Silicon Motion is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Silicon Motion. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

Symbotic Inc. (SYM - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this company have returned -10% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Technology Services industry, to which SYMBOTIC INC belongs, has lost 7.6% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, SYMBOTIC INC is expected to post earnings of $0.11 per share, indicating a change of +375% from the year-ago quarter. The Zacks Consensus Estimate has changed +900% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $0.48 points to a change of -73.6% from the prior year. Over the last 30 days, this estimate has changed +112.8%.

For the next fiscal year, the consensus earnings estimate of $0.61 indicates a change of +27.1% from what SYMBOTIC INC is expected to report a year ago. Over the past month, the estimate has changed +8.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, SYMBOTIC INC is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For SYMBOTIC INC, the consensus sales estimate for the current quarter of $660.93 million indicates a year-over-year change of +20.2%. For the current and next fiscal years, $2.74 billion and $3.59 billion estimates indicate +22.1% and +30.7% changes, respectively.

Last Reported Results and Surprise HistorySYMBOTIC INC reported revenues of $629.98 million in the last reported quarter, representing a year-over-year change of +29.4%. EPS of $0.39 for the same period compares with -$0.03 a year ago.

Compared to the Zacks Consensus Estimate of $622.31 million, the reported revenues represent a surprise of +1.23%. The EPS surprise was +387.5%.

Over the last four quarters, SYMBOTIC INC surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

SYMBOTIC INC is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SYMBOTIC INC. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

T-Mobile (TMUS - Free Report) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $2.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5.29%. A quarter ago, it was expected that this wireless carrier would post earnings of $2.42 per share when it actually produced earnings of $2.59, delivering a surprise of +7.02%.

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

T-Mobile, which belongs to the Zacks Wireless National industry, posted revenues of $24.33 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.94%. This compares to year-ago revenues of $21.87 billion. The company has topped consensus revenue estimates four 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.

T-Mobile shares have lost about 1.8% since the beginning of the year versus the S&P 500's gain of 1.4%.

What's Next for T-Mobile?While T-Mobile 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 T-Mobile 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 $2.56 on $22.54 billion in revenues for the coming quarter and $11.22 on $93.36 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, Wireless National is currently in the bottom 34% 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, Optimum Communications, Inc. (OPTU - Free Report) , has yet to report results for the quarter ended December 2025. The results are expected to be released on February 12.

This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +91.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Optimum Communications, Inc.'s revenues are expected to be $2.15 billion, down 3.9% from the year-ago quarter.

Q4: 2026-02-11 Earnings SummaryEPS of $0.48 beats by $0.06

 |

Revenue of

$2.00B

(9.90% Y/Y)

misses by $54.48M

Dassault Systèmes SE (DASTY) Q4 2025 Earnings Call February 11, 2026 4:00 AM EST

Company Participants

Marie Dumas
Pascal Daloz - CEO & Director
Rouven Bergmann - CFO & Executive VP

Conference Call Participants

Derric Marcon - Bernstein Institutional Services LLC, Research Division
Laurent Daure - Kepler Cheuvreux, Research Division
Gregory Ramirez
Mohammed Moawalla - Goldman Sachs Group, Inc., Research Division
Adam Wood - Morgan Stanley, Research Division
Michael Briest - UBS Investment Bank, Research Division

Presentation

Marie Dumas

Good morning, everyone. I'm Marie Dumas. I'm the new Investor Relations Director for Dassault Syst�mes. Some of you might recognize my voice from my previous role at the company, and I'm delighted to reconnect with many of you today.

Joining from Dassault Syst�mes with me are Pascal Daloz, our Chief Executive Officer; and Rouven Bergmann, our Chief Financial Officer.

On behalf of the team, I'd like to welcome you to Dassault Syst�mes Fourth Quarter and Full Year 2025 Earnings Presentation. Following the presentation, we will open the floor for questions. First, from the room, and then from participants joining us online. Later today, we will also host a conference call. Dassault Syst�mes results are prepared in accordance with IFRS. Most of the financial figures are presented on a non-IFRS basis, with revenue growth rates in constant currencies, unless otherwise noted. For an understanding of the differences between IFRS and non-IFRS, please see the reconciliation tables included in our press release.

Some of the comments we will make during today's presentation will contain forward-looking statements, which could differ materially from actual results. Please refer to our risk factors in our 2024 document d'enregistrement universel published on March 18.

With that, I will now hand over to Pascal Daloz.

Pascal Daloz
CEO & Director

Good morning, everyone. Thank you for joining us today to review the Dassault Syst�mes performance for

Yext (YEXT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

February 11, 2026 10:09 ET  | Source: CBIZ, Inc

CLEVELAND, Feb. 11, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ) (the “Company”), a leading advisor to the middle market, will announce its financial results for the fourth-quarter and full-year periods ended December 31, 2025, after markets close on Wednesday, February 25, 2026.

A conference call to discuss the Company’s financial results will be hosted by CBIZ President and Chief Executive Officer, Jerry Grisko and Chief Financial Officer, Brad Lakhia, at 5 p.m. (ET) on Wednesday, February 25, 2026. The conference call will be webcast live on the investor relations page of the CBIZ website at https://cbiz.gcs-web.com/investor-overview.

An archived replay of the webcast will be available following the conclusion of the call.

Investors can register at https://dpregister.com/sreg/10205902/1031778be4c to receive the dial-in number and a unique personal identification number. Registration will be open throughout the live call; however, we encourage participants to dial in approximately 10 minutes early to avoid delays.

About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com. 

Contact:
Media: Amy McGahan, Director of Corporate & Strategic Communications, [email protected]
Investor Relations: Chris Sikora, Vice President, Investor Relations & Corporate Finance, chris.sikora@cbiz
CBIZ, Inc., Cleveland, Ohio, (216) 447-9000

Frontier Group Holdings (ULCC - Free Report) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +123.95%. A quarter ago, it was expected that this discount airline would post a loss of $0.36 per share when it actually produced a loss of $0.34, delivering a surprise of +5.56%.

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

Frontier Group, which belongs to the Zacks Transportation - Airline industry, posted revenues of $997 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.09%. This compares to year-ago revenues of $1 billion. The company has topped consensus revenue estimates just once 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.

Frontier Group shares have added about 26.5% since the beginning of the year versus the S&P 500's gain of 1.4%.

What's Next for Frontier Group?While Frontier Group 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 Frontier Group 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 -$0.34 on $990.49 million in revenues for the coming quarter and $0.08 on $4.4 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 - Airline is currently in the top 10% 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, Air Canada (ACDVF - Free Report) , has yet to report results for the quarter ended December 2025. The results are expected to be released on February 13.

This company is expected to post quarterly earnings of $0.20 per share in its upcoming report, which represents a year-over-year change of +11.1%. The consensus EPS estimate for the quarter has been revised 68.4% lower over the last 30 days to the current level.

Air Canada's revenues are expected to be $3.96 billion, up 2.4% from the year-ago quarter.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Ceconomy AG (MTTRY) Q1 2026 Earnings Call February 11, 2026 4:00 AM EST

Company Participants

Fabienne Caron
Kai-Ulrich Deissner - CEO & Chairman of Management Board
Remko Rijnders - CFO & Member of the Management Board

Conference Call Participants

Matthias Inverardi

Presentation

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the CECONOMY Q1 2025-2026 Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I will now hand over to Fabienne Caron, Vice President, Investor Relations and Communications. Please go ahead.

Fabienne Caron

Thank you. Good morning, everyone, and welcome to our Q1 results. I'm joined today by our CEO, Dr. Kai-Ulrich Deissner; and our CFO, Remko Rijnders.

Before we begin, a brief reminder. Today's discussion will include forward-looking statements. Please refer to the disclaimer in the presentation for important information. This call is being recorded, and the recorded (sic) [ recording ] will be available on our website later today.

With that, I'm pleased to hand over to Kai to walk you through the key highlights. Kai, over to you.

Kai-Ulrich Deissner
CEO & Chairman of Management Board

Thank you, Fabienne. Good morning, everyone. Thank you for joining us today. Together with my partner in crime, our trusted CFO, Remko Rijnders, I will soon take you through the results of our first quarter in financial year '25-'26. But let's first recognize, Q1 is a very important quarter for us. It includes the full peak season around Black Week and Singles Day and Cyber Week and Christmas.

And in that quarter, we see millions of customers visiting our stores and our app. So at least statistically, you personally will have been part of those customers, too, and hopefully, even in real life and not just statistically. But effectively, it's a stress test for us, a stress test to our business model

LAVAL, QC, Feb. 11, 2026 /PRNewswire/ - Alimentation Couche-Tard Inc. ("Couche-Tard" or the "Corporation") (TSX: ATD) will present today its 2026 Business Strategy Update in Toronto. The Corporation will introduce its Core + More strategy: Amplify the Core and Invest in More.

Verra Mobility will manage NYC's red-light, speed, and bus lane enforcement programs, contributing to the City's lowest number of pedestrian deaths in history

Red-light and bus lane camera programs to expand across the five boroughs

The contract value represents a 34% increase from the previous five-year contract period, 2021-2025

, /PRNewswire/ -- Verra Mobility Corporation (NASDAQ: VRRM), a leading provider of safe, smart, and connected mobility technology solutions, announced today that it has finalized a new, five-year, $998 million contract with the New York City Department of Transportation (NYC DOT) to continue managing New York City's automated enforcement camera programs, with an option to extend for an additional five-year term. This includes the city's red-light, speed, and bus lane enforcement systems, as well as cameras used to enforce weight limits on the Brooklyn-Queens Expressway (BQE).

The new contract will support the city's red-light safety camera program expansion to 600 signalized intersections and the future growth of automated bus lane enforcement. Verra Mobility has managed the city's automated enforcement programs – the largest network of its kind – since they were originally introduced more than 30 years ago. The new contract will be effective from January 1, 2026.

The previous contract between Verra Mobility and NYC DOT expired in December 2025. Under the new contract, the number of red-light camera locations will significantly increase, following legislation signed by New York State Governor Kathy Hochul in 2025 to renew and expand the city's red-light camera program to 600 signalized intersections – up from just 150 previously, or less than one percent of intersections in the city.

In addition to growing the city's bus lane obstruction enforcement program, Verra Mobility will upgrade legacy equipment across various programs. The new contract also commits to 33 percent utilization of minority- and women-owned business enterprises, community partnerships, and public education components.

"At Staffing 101 Group, our mission has always been to connect qualified talent with purpose-driven opportunities," said Raymond Aviles, managing director, Staffing 101 Group. "Partnering with Verra Mobility allows us to do just that, ensuring that New Yorkers are directly supporting and benefiting from one of the city's most important traffic safety initiatives. Since joining Verra Mobility's New York City operations in 2023, we have already connected more than 100 New Yorkers—many from historically underserved communities—with meaningful employment that supports safer streets across the five boroughs. As a certified MBE staffing firm, Staffing 101 is committed to building a diverse, city-based workforce that reflects and serves New York's communities. We're proud to provide a local, diverse workforce that keeps this critical program running for the benefit of all New Yorkers."

"Windsor Electrical Contracting Inc. is honored to collaborate with Verra Mobility on the NYC DOT safety camera enforcement program, an essential initiative dedicated to improving roadway safety across New York City," said Andy Rambharose, president, Windsor Electrical Contracting Inc. "With over 35 years of experience in the Electrical Construction industry, Windsor brings a proven track record of reliability, technical excellence and precision to complex infrastructure projects.

After a competitive request for proposals (RFP) issued last summer, NYC DOT selected Verra Mobility as the vendor to manage New York City's network enforcement programs. Verra Mobility was selected based on the company's proven ability to operate large-scale camera systems and by providing the highest technical response to the agency's RFP, fully meeting the standards for expanded operations. This includes the company's ability to leverage recent innovations in camera technology to tackle new challenges, such as the increase in obscured license plates.

"We are proud to extend our decades-standing partnership with the New York City Department of Transportation to continue operating the nation's largest automated traffic enforcement program, which is saving lives and enhancing public safety," said Jon Baldwin, executive vice president, Verra Mobility. "This agreement advances our shared mission to leverage best-in-class technology and by expanding the red-light and bus lane programs, we are building on years of proven success. We are grateful to NYC DOT for their commitment to safer streets and look forward to continuing to deliver safer transportation for millions of New Yorkers."

The red-light and bus lane expansions will extend to all five boroughs, bringing continued traffic safety to communities throughout New York City. Building on the program's established success, the new contract advances local employment opportunities, supports the growth of minority- and women-owned businesses, promotes public education, and delivers meaningful safety benefits to all New Yorkers.

About Verra Mobility

Verra Mobility Corporation (NASDAQ: VRRM) is a leading provider of smart mobility technology solutions that make transportation safer, smarter and more connected. The company sits at the center of the mobility ecosystem, bringing together vehicles, hardware, software, data and people to enable safe, efficient solutions for customers globally. Verra Mobility's transportation safety systems and parking management solutions protect lives, improve urban and motorway mobility and support healthier communities. The company also solves complex payment, utilization and compliance challenges for fleet owners and rental car companies. Headquartered in Arizona, Verra Mobility operates in North America, Europe and Australia. For more information, please visit www.verramobility.com.

Forward Looking Statements

We describe initiatives that drive our business and future results in this press release. Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Forward-looking statements are those that address activities, events, or developments that management intends, expects, projects, believes or anticipates will or may occur in the future. They are based on management's assumptions and assessments in light of past experience and trends, current economic and industry conditions, expected future developments and other relevant factors. They are not guarantees of future performance, and actual results, developments and business decisions may differ significantly from those envisaged by our forward-looking statements. We do not undertake to update or revise any of our forward-looking statements, except as required by applicable securities law. Our forward-looking statements are also subject to material risks and uncertainties that can affect our performance in both the near-and long-term. In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this press release can or will be achieved. These forward-looking statements should be considered in light of the information included in this press release, our Form 10-K and other filings with the Securities and Exchange Commission. Any forward-looking plans described herein are not final and may be modified or abandoned at any time.

Additional Information

We periodically provide information for investors on our corporate website, www.verramobility.com, and our investor relations website, ir.verramobility.com.

We intend to use our website as a means of disclosing material non-public information and for complying with disclosure obligations under Regulation FD. Accordingly, investors should monitor our website, in addition to following the Company's press releases, SEC filings and public conference calls and webcasts.

SOURCE Verra Mobility

February 11, 2026 09:05 ET  | Source: SEALSQ

Geneva, Switzerland, Feb. 11, 2026 (GLOBE NEWSWIRE) --

SEALSQ Presented at Tech&Fest How the Quantum Shield QS7001 Can be Integrated as a Hardware Root of Trust to Meet Cryptographic Transition New Legal Requirements Like CNSA 2.0

The quantum resistant chip can be embedded inside robots, autonomous systems, automotive ECUs, industrial controllers, IoT edge nodes, and other intelligent devices to comply with emerging post-quantum mandates and regulation, like CNSA 2.0 or CRA.

SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, has been showcasing last week its quantum resistant chip, at Tech&Fest, a prominent deep-tech fair at the heart of the European and French research and technology ecosystem in Grenoble.

The QS7001 is a quantum-resistant secure microcontroller (SoC) built around a 32-bit RISC-V core tightly coupled with a dedicated cryptographic acceleration subsystem. Unlike software-based PQC implementations running on general-purpose MCUs, the QS7001 implements SHA 3 lattice-based post-quantum primitive directly in silicon, significantly reducing cycle count, memory footprint, and power consumption while mitigating timing and side-channel leakage risks.

At the core of its CNSA 2.0 compliance is native hardware support for:

ML-DSA-87 (Dilithium 5) for firmware and software signing, as required under CNSA 2.0 for high-security environmentsML-KEM (Kyber) for quantum-resistant key establishmentSHA-3 hardware hashing enginesAES-256 symmetric encryptionTrue Random Number Generator (TRNG) Hardware & ROM based PQC Acceleration
Beyond SHA 3 hardware acceleration, The QS7001 integrates at ROM level a dedicated lattice-math accelerator optimized for:

Number Theoretic Transform (NTT) operationsPolynomial multiplication over module latticesRejection sampling and modular reductionConstant-time arithmetic to mitigate timing attacks By implementing these computationally intensive lattice operations in hardware, the device achieves up to 10x performance improvement versus software-only PQC stacks running on conventional microcontrollers.

Most importantly, Hardware acceleration also reduces RAM usage, enabling full ML-DSA-87 execution within embedded constraints typical of robotics controllers and automotive ECUs.

The chip includes 512 KB embedded FLASH and secure SRAM partitions, supporting

Secure key storageFirmware image storageEncrypted bootloadersTrusted execution environments Secure Boot and Firmware Signing (CNSA 2.0 Alignment)
CNSA 2.0 mandates ML-DSA-87 (Dilithium 5) for firmware and software signing in National Security Systems and high-assurance environments. The QS7001 ML-DSA-87 implementation is protected against side channel attacks and fault injections. The chip also features Anti-rollback firmware protection and cryptographically enforced firmware authenticity and integrity.

Hybrid and Migration Support
CNSA 2.0 defines a transition path from classical public-key cryptography to post-quantum algorithms. The QS7001 supports hybrid cryptographic modes, enabling:

Parallel support for ECC/RSA and ML-DSAHybrid key establishment combining ECDH and ML-KEMConfigurable cryptographic policies for phased migration This ensures backward compatibility with existing infrastructure while enabling forward compliance with NSA timelines.

Tamper Resistance and Physical Security
The QS7001 is engineered for Common Criteria EAL5+ and FIPS certification pathways and integrates:

Active tamper detection sensorsVoltage, frequency, and glitch monitoringSecure key zeroization on tamper eventsSide-channel hardened cryptographic enginesMemory protection units (MPU) These protections are essential for robotics, defense systems, autonomous vehicles, and critical infrastructure where physical exposure cannot be ruled out.

Application Integration in Intelligent Systems
Within robotics and intelligent devices, the QS7001 functions as:

A secure element for identity provisioningA hardware trust anchor for AI model integrityA secure communication co-processorA TPM-like security controller in embedded architectures It ensures that:

Robot firmware updates are quantum-safeAI models deployed at the edge cannot be alteredDevice-to-device authentication is resistant to quantum adversariesTelemetry and control channels are encrypted using CNSA 2.0-aligned primitives CNSA 2.0 is critical because it mandates the transition from classical cryptography (RSA and ECC) to quantum-resistant algorithms to protect national security systems against future quantum-computing threats. It addresses the “harvest now, decrypt later” risk, where adversaries can capture encrypted data today and decrypt it once quantum computers become powerful enough.

A key requirement is the use of ML-DSA-87 (Dilithium 5) for firmware and software signing, ensuring that secure boot and system integrity remain protected in a post-quantum world. It also mandates ML-KEM (Kyber) for quantum-safe key exchange, safeguarding encrypted communications and device authentication.

CNSA 2.0 is not just a cryptographic update — it is a strategic shift that forces governments, defense contractors, and technology providers to redesign hardware, firmware, and infrastructure with long-term quantum resilience built in.

The moment is critical to accelerate the migration to Post-Quantum Cryptography (PQC). As quantum technologies rapidly advance, governments are moving decisively to secure strategic leadership.

About SEALSQ:
SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable.

SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries.

For more information on our Post-Quantum Semiconductors and security solutions, please visit www.sealsq.com.

Forward-Looking Statements
This communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC.

SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise.

SEALSQ Corp.
Carlos Moreira
Chairman & CEO
Tel: +41 22 594 3000
[email protected] Investor Relations (US)
The Equity Group Inc.
Lena Cati
Tel: +1 212 836-9611
[email protected]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Ultragenyx To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Ultragenyx between August 3, 2023 and December 26, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

, /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Ultragenyx Pharmaceutical Inc ("Ultragenyx" or the "Company") (NASDAQ: RARE) and reminds investors of the April 6, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

James (Josh) Wilson, Faruqi & Faruqi Senior Partner (PRNewsfoto/Faruqi & Faruqi, LLP) Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to the effects of setrusumab on patients with variable types of Osteogenesis Imperfecta ("OI"), while also minimizing risk that patients in Ultragenyx' Phase III Orbit study would fail to achieve a statistically significant reduction in annualized fracture rate ("AFR"), such that the second interim analysis could be performed and presented to the investing public; and (ii) in truth, Ultragenyx' optimism in the Phase III Orbit study's results and interim analysis benchmark were misplaced because Ultragenyx failed to convey the risk associated with basing such threshold figures on Phase II results that had no placebo control group for appropriate comparison and thus had not ruled out that the reduction in AFR from that study could merely be triggered by an increased standard of care and the placebo effect of being provided a novel treatment.

On July 9, 2025, Ultragenyx revealed that the Phase III Orbit study failed to achieve statistical significance for the second interim analysis and that Phase III Orbit and Cosmic studies would now be "progressing toward final analysis."

On this news, the price of Ultragenyx stock fell more than 25%, according to the complaint.

Then, on December 29, 2025, Ultragenyx announced that both its Phase III Orbit and Cosmic Studies had not "achieved statistical significance against the primary endpoints of reduction in annualized clinical fracture rate compared to placebo or bisphosphonates, respectively." Ultragenyx allegedly attributed the study failure to a "low fracture rate in the placebo group" of Orbit and a trend that fell shy of statistical significance in Cosmic.

On this news, the price of Ultragenyx stock fell more than 42%, according to the complaint.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. 

Faruqi & Faruqi, LLP also encourages anyone with information regarding Ultragenyx's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Ultragenyx Pharmaceutical class action, go to www.faruqilaw.com/RARE or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

SOURCE Faruqi & Faruqi, LLP

Ryder (R - Free Report) came out with quarterly earnings of $3.59 per share, missing the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $3.45 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -1.91%. A quarter ago, it was expected that this truck leasing company would post earnings of $3.56 per share when it actually produced earnings of $3.57, delivering a surprise of +0.28%.

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

Ryder, which belongs to the Zacks Transportation - Equipment and Leasing industry, posted revenues of $3.18 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.18%. This compares to year-ago revenues of $3.19 billion. The company has topped consensus revenue estimates just once 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.

Ryder shares have added about 10.9% since the beginning of the year versus the S&P 500's gain of 1.4%.

What's Next for Ryder?While Ryder 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 Ryder was favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform 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 $2.77 on $3.19 billion in revenues for the coming quarter and $14.94 on $13.27 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 - Equipment and Leasing is currently in the top 11% 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, Freightcar America (RAIL - Free Report) , is yet to report results for the quarter ended December 2025.

This rail car maker is expected to post quarterly earnings of $0.18 per share in its upcoming report, which represents a year-over-year change of -14.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Freightcar America's revenues are expected to be $144.78 million, up 5.1% from the year-ago quarter.

The Zacks Automotive Replacement Parts industry faces a challenging setup as multiple pressures weigh on its outlook. Persistent cost inflation and intensifying competition continue to dampen margins and pricing power. At the same time, increasing vehicle complexity is raising operating costs and execution risk across the aftermarket, particularly for smaller players. Tariff exposure adds to cost volatility. Offsetting these headwinds, an aging vehicle fleet remains a key demand stabilizer, as consumers continue to maintain older cars amid elevated vehicle prices. Against this backdrop, two industry players — Genuine Parts Company (GPC - Free Report) and Dorman Products (DORM - Free Report) — are expected to benefit from their strategic initiatives, expansion efforts and investor-friendly moves.

About the Industry The Zacks Automotive – Replacement Parts industry includes companies involved in the manufacturing, marketing and distribution of replacement components for the automotive aftermarket. Industry participants supply systems, components, and equipment used to repair and maintain vehicles, including engine, steering, drivetrain, suspension, brake and transmission parts. Demand for replacement parts is generally more resilient than new vehicle sales, as consumers tend to maintain existing vehicles rather than purchase new ones during periods of economic uncertainty. Repairs may be undertaken either by vehicle owners themselves or through professional service providers. That said, the industry is undergoing a period of transition, with evolving consumer expectations, rising vehicle complexity and technological innovation reshaping cost structures and competitive dynamics.

Factors At Play Margin Pressure from Persistent Cost Inflation: Elevated labor, freight and sourcing costs continue to put pressure on profitability across the replacement parts value chain. While companies have implemented price increases, incomplete cost pass-through—amid a price-sensitive repair market—has constrained margin recovery, particularly for manufacturers and smaller distributors with limited pricing power.

Rising Vehicle Complexity Weighs on the Aftermarket: Increasing reliance on advanced electronics, ADAS, and EV-specific systems is raising the cost and complexity of vehicle repairs. Aftermarket players must invest more heavily in diagnostics, training, and inventory while adapting to rapidly changing vehicle platforms. These higher fixed costs and execution challenges are expected to weigh on margins, especially for less-scaled replacement parts providers.

Tariff Exposure Adds Cost Volatility: Ongoing reliance on imported parts, particularly from China and Europe, leaves sections of the auto replacement supply chain exposed to U.S. import tariffs. While some of these costs can be passed through, incomplete pass-through risks margin pressure and higher repair costs, increasing earnings volatility for parts manufacturers and distributors.

Intensifying Competition Limits Pricing Power: Heightened competition—driven by private-label expansion, aggressive promotions, and growing omnichannel offerings—has constrained pricing power across the industry. At the same time, elevated investments in technology and supply chain capabilities are raising operating costs, further hurting returns on invested capital.

Aging Vehicle Fleet Supports Replacement Demand: The steady aging of the vehicle fleet continues to underpin demand for replacement parts, as older vehicles require more frequent repairs and maintenance. With new and used vehicle prices still elevated, many consumers are delaying purchases and opting to keep existing cars on the road longer. The average age of vehicles in the United States has climbed to nearly 12.8 years, which bodes well for the auto replacement industry.

Zacks Industry Rank Indicates Glum Prospects The Zacks Automotive – Replacements Parts industry is part of the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #208, which places it in the bottom 14% of around 240 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dim near-term prospects. 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. The industry’s positioning in the bottom 50% of the Zacks-ranked industries is a result of a weak earnings outlook for the constituent companies in aggregate. Over the past year, the industry’s earnings estimate for 2026 has declined 54%.

Still, we will present a few stocks from the industry worth considering for your portfolio. But before that, let's take a look at the industry’s stock market performance and current valuation.

Industry Lags Sector and S&P 500 The Zacks Automotive – Replacement Parts industry has underperformed the Auto, Tires and Truck sector and the S&P 500 composite over the past year. The industry has declined around 5% against the S&P 500 and the sector’s growth of 18% and 30%, respectively.

One-Year Price Performance

Industry's Current Valuation Since automotive companies are debt-laden, it makes sense to value them based on the Enterprise Value/ Earnings before Interest, Tax, Depreciation and Amortization (EV/EBITDA) ratio. On the basis of trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 9.64X compared with the S&P 500’s 17.29X and the sector’s trailing 12-month EV/EBITDA of 28.92X. Over the past five years, the industry has traded as high as 12.15X, as low as 7.32X and at a median of 10.26X, as the chart below shows.

EV/EBITDA Ratio (Past 5 Years)

2 Stocks to Watch Genuine Parts is a leading global distributor of automotive and industrial replacement parts, offering both products and value-added solutions across multiple end markets. The company continues to expand its footprint through acquisitions, including KDG, Gaudi, MPEC, Walker, and the recent buyout of Benson Auto Parts, which added roughly 85 stores in Canada. GPC’s Industrial Parts Group—operating under Motion Industries—is benefiting from steady MRO demand, rising data center activity and onshoring trends supported by shifting trade policies.

At the same time, management is executing a global restructuring initiative to better align its cost base and asset footprint with current market conditions, which should enhance operational efficiency. GPC’s shareholder-friendly approach remains a key positive. Being a dividend aristocrat, the company has paid dividends since 1948 and raised its 2025 payout by 3% to $4.12 per share, marking its 69th consecutive annual increase.

Genuine Parts carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for GPC’s 2026 sales and EPS implies 4% and 10% growth, respectively, from the projected 2025 levels.

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

Price & Consensus: GPC

Dorman Products is one of the leading automotive aftermarket suppliers focused on the replacement and upgrade of parts across the automotive, medium-, and heavy-duty vehicle markets. Dorman continues to expand its addressable market by launching hundreds of new direct replacement parts and assemblies that meet or exceed original equipment standards. This steady product innovation supports organic growth and helps the company capture demand tied to an aging vehicle fleet. The acquisition of SuperATV further strengthened Dorman Products’ growth profile by broadening its product portfolio and exposure to adjacent aftermarket categories.

DORM rolled out a redesigned website with an upgraded e-commerce platform. The modern, user-friendly interface is tailored to the next generation of heavy-duty repair professionals, improving part identification, order accuracy and delivery efficiency. This digital investment should support operational scalability and reinforce Dorman’s competitive position over time.Additionally, the company’s share buybacks demonstrate management’s commitment to shareholder value.

Dorman Products Parts carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for GPC’s 2026 sales and EPS implies 6% and 9% growth, respectively, from the projected 2025 levels.

Price & Consensus: DORM

BP p.l.c. is rated Buy as it pivots back to core oil operations, suspending buybacks to prioritize debt reduction and future growth. BP's safety and operational reliability have markedly improved since 2019, with process safety events dropping to 27 in 2025 and record upstream reliability. 2026 will be a transition year with flat organic production, new CEO leadership, and major project ramp-up setting the stage for growth post-2027.

SAN FRANCISCO, Feb. 11, 2026 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman is issuing notice to investors in F5, Inc. (NASDAQ: FFIV) regarding the February 17, 2026, lead plaintiff deadline in a pending securities class action against the company and certain of its executives.

The firm is actively investigating the alleged claims, which allege that F5 executives misled the market regarding the security of its core BIG-IP products. The lawsuit alleges that while F5 touted its comprehensive security platform, the truth emerged in October 2025: a sophisticated nation-state threat actor had allegedly maintained long-term persistent access to F5’s systems, exfiltrating sensitive source code. This breach and the subsequent 2026 revenue guidance cut triggered a series of crashes wiping out over $2 billion in market value.

[CLICK HERE TO SUBMIT YOUR F5 LOSSES]

View our latest video summary of the allegations: www.youtube.com/watch?v=_SyUnnvAYak

“We are investigating if F5 unduly delayed in disclosing a material cybersecurity incident,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation of the alleged claims in the pending suit.

FFIV Case Summary at a Glance

Key DetailInformation for FFIV InvestorsLead Plaintiff DeadlineFebruary 17, 2026Class PeriodOct. 28, 2024 – Oct. 27, 2025Core AllegationUndisclosed breach of BIG-IP source codeStock Price ImpactSignificant declines from Oct. 2025 disclosures   F5, Inc. (FFIV) Securities Fraud Claims: Alleged Infiltration and the Guidance Collapse

Concealment of Systemic Vulnerabilities and Significant Financial risks: The lawsuit alleges the company falsely touted its best-in-industry security and confidence in its ability to meet and capitalize on the growing security needs for its clientele. In reality, F5 was, at the time, the subject of a significant security incident, placing its clientele’s security and F5’s future prospects at significant risk.Undetected Longterm Persistent Infiltration: On Oct. 15, 2025, F5 revealed that “[i]n August 2025, we learned a highly sophisticated nation-state threat actor maintained long-term, persistent access to, and downloaded files from, certain F5 systems.  These systems included our BIG-IP product development environment and engineering knowledge management platforms.” This news drove shares down nearly 14% over two trading days, according to the complaint.Poor Performance and Dismal Outlook: On Oct. 27, 2025, F5 released disappointing 4Q FY25 results, providing significantly below-market growth expectations for fiscal 2026 due in significant part to the security breach as F5 announced expected reductions to sales and renewals, elongated sales cycles, terminated projections, and increased expenses attributed to ongoing remediation efforts.  Defendants also allegedly disclosed that BIG-IP, the product that was the subject of the security breach, is F5’s highest revenue product. This news drove the price of F5 shares down $22.83 (-7%) the next day and was followed by several analyst rating and price target downgrades.
Next Steps: Contact Partner Reed Kathrein Today
Hagens Berman is a top-tier plaintiff litigation firm recognized for leading complex securities fraud class actions.

Mr. Kathrein is actively advising investors who purchased FFIV shares during the Class Period (October 28, 2024 – October 27, 2025) and suffered substantial losses.

The Lead Plaintiff Deadline is February 17, 2026.

TO SUBMIT YOUR F5 (FFIV) LOSSES NOW, PLEASE USE THE SECURE FORM BELOW:

Report Your FFIV Losses to Hagens BermanContact: Reed Kathrein at 844-916-0895 or email [email protected]. If you’d like more information and answers to additional frequently asked questions about the F5 case and our investigation, read more »

Whistleblowers: Persons with non-public information regarding F5 should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Contact:
Reed Kathrein, 844-916-0895

Kraft Heinz (KHC - Free Report) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.37%. A quarter ago, it was expected that this processed food company with dual headquarters in Pittsburgh and Chicago would post earnings of $0.57 per share when it actually produced earnings of $0.61, delivering a surprise of +7.02%.

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

Kraft Heinz, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $6.35 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $6.58 billion. The company has topped consensus revenue estimates just once 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.

Kraft Heinz shares have added about 2.7% since the beginning of the year versus the S&P 500's gain of 1.4%.

What's Next for Kraft Heinz?While Kraft Heinz 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 Kraft Heinz was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $0.61 on $6.07 billion in revenues for the coming quarter and $2.53 on $25.08 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, Food - Miscellaneous is currently in the bottom 23% 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, Utz Brands (UTZ - Free Report) , has yet to report results for the quarter ended December 2025. The results are expected to be released on February 12.

This company is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of +18.2%. The consensus EPS estimate for the quarter has been revised 2.8% lower over the last 30 days to the current level.

Utz Brands' revenues are expected to be $342.65 million, up 0.5% from the year-ago quarter.