Energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $66.87 million. Its non-GAAP profit of $0.53 per share was 20.9% below analysts’ consensus estimates.

Business management solutions provider Barrett Business Services (NASDAQ:BBSI) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 5.3% year on year to $321.1 million. Its GAAP profit of $0.64 per share was in line with analysts’ consen

Senior living provider The Pennant Group (NASDAQ:PNTG) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 53.3% year on year to $289.3 million. The company expects the full year’s revenue to be around $1.15 billion, close to

Digital outsourcing company TaskUs (NASDAQ:TASK) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 14.1% year on year to $313 million. The company expects next quarter’s revenue to be around $297 million, close to analys

Coatue aggressively expanded its stake in NFLX stock from around 600,000 shares to about 6 million as of Q4.

Enterprise AI software company C3.ai (NYSE:AI) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 46.1% year on year to $53.26 million. Next quarter’s revenue guidance of $50 million underwhelmed, coming in 35.9% below analysts’ es

Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 9% in the afternoon session after a rally in the price of Bitcoin created upward pressure on the heavily shorted stock.

Quantum computing company IonQ (NYSE:IONQ) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 429% year on year to $61.89 million. The company’s full-year revenue guidance of $235 million at the midpoint came in 22% above

The S&P 500 was on track for double-digit earnings growth, with more than half of companies having reported Q4 results so far.

Video communications platform Zoom (NASDAQ:ZM) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 5.3% year on year to $1.25 billion. The company expects next quarter’s revenue to be around $1.22 billion, close to analysts’ e

Digital advertising platform Magnite (NASDAQ:MGNI) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 5.9% year on year to $205.4 million. Its non-GAAP profit of $0.34 per share was 3.9% below analysts’ consensus estimates.

Shares of biopharma company Jazz Pharmaceuticals (NASDAQ:JAZZ) jumped 13.5% in the afternoon session after the company reported better-than-expected fourth-quarter 2025 revenue and earnings.

Aerospace and defense company Redwire (NYSE:RDW) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 56.4% year on year to $108.8 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 2.1% a

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 73.2% year on year to $68.13 billion. On top of that, next quarter’s revenue guidance ($78 billion at the midpoint) was surprisingl

With FactSet down sharply in 2026, is this AI-fueled pullback a smart entry point, or a signal to stay patient and wait for stronger momentum?