Electronics manufacturing services company Sanmina (NASDAQ:SANM) announced better-than-expected revenue in Q4 CY2025, with sales up 59% year on year to $3.19 billion. On the other hand, next quarter’s revenue guidance of $3.25 billion was less impressive, coming in 7.6% below analysts’ estimates. Its non-GAAP profit of $2.38 per share was 11% above analysts’ consensus estimates.
Financial services company Triumph Financial (NASDAQ:TFIN) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 16% year on year to $120.1 million. Its GAAP profit of $0.77 per share was significantly above analysts’ consensus estimates.
Regional banking company Northwest Bancshares (NASDAQ:NWBI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.8% year on year to $179.9 million. Its non-GAAP profit of $0.33 per share was 7.8% above analysts’ consensus estimates.
Regional banking company First Merchants (NASDAQ:FRME) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 11.5% year on year to $172.2 million. Its non-GAAP profit of $0.98 per share was 3% above analysts’ consensus estimates.
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed.
Shares of video game retailer GameStop (NYSE:GME)
jumped 5.2% in the afternoon session after famed investor Michael Burry disclosed he had been buying its shares. Burry, known for his depiction in 'The Big Short,' revealed in a Substack post that he had been purchasing GameStop stock as a long-term value investment. This announcement fueled a rally that was already supported by strong insider confidence.
Shares of government consulting firm Booz Allen Hamilton (NYSE:BAH) fell 9.2% in the afternoon session after the U.S. Department of the Treasury announced it canceled all contracts with the consulting firm.
Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 4.9% in the afternoon session after Stifel upgraded the company's stock to "Buy" from "Hold", citing expectations of a strong quarterly performance.
Shares of networking technology giant Cisco (NASDAQ:CSCO) jumped 3.7% in the afternoon session after Evercore ISI upgraded the stock to Outperform from In Line and raised its price target.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.4% in the afternoon session after the stock's positive momentum continued following recent analyst upgrades.
Shares of data storage manufacturer Seagate (NASDAQ:STX)
jumped 3.8% in the afternoon session after several analysts raised their price targets, citing strong demand for the company's new products and optimism ahead of its fiscal second-quarter report. The stock also reached a new all-time high.
Shares of water control and measure company Badger Meter (NYSE:BMI) jumped 2.5% in the afternoon session after analysts at Deutsche Bank highlighted the company as being well-positioned for 2026.
Shares of iPhone and iPad maker Apple (NASDAQ:AAPL) jumped 3.3% in the afternoon session after investor optimism grew ahead of its earnings report, fueled by positive analyst commentary citing strong iPhone 17 sales.
Shares of restaurant company Bloomin’ Brands (NASDAQ:BLMN)
fell 13.8% in the afternoon session after Bank of America Securities trimmed its price target on the stock to $5 from $6 and maintained its Underperform rating.
Shares of computer processor maker AMD (NASDAQ:AMD)
fell 3.3% in the afternoon session after Microsoft unveiled its latest AI chip to reduce reliance on established chipmakers.
Inflating financial asset prices while eroding the real value of fiat currencies generates social discontent, weaker productive investment, and a dangerous sentiment of confidence.
