Eversource Energy (ES) released Q4 results, reporting earnings of $421.3 million and net income of $1.12 per share, exceeding the average Zacks estimate of $1.10 per share. Revenue came in at $3.37 billion, below the $3.41 billion forecast. Year-over-year, the company posted $1.69 billion in profit, or $4.56 per share, and revenue of $13.55 billion. Management guidance for full-year 2026 earnings is $4.72 to $4.80 per share.

Bright Horizons (NYSE:BFAM) released Q4 CY2025 results exceeding Wall Street expectations. Sales rose 8.8% year-on-year to $733.7 million; non-GAAP EPS of $1.15 per share beat consensus by 2.5%. However, full-year revenue guidance of $3.1 billion is 0.8% below estimates, and full-year EPS guidance of $4.56 is 11.4% below consensus.

Over five years, sales grew at a 14.1% CAGR, while EPS growth lagged at 23.9%. The last two years’ annualized sales growth of 10.1% slowed, and operating margins averaged 10% over the past two years with Q4 margin 6.2%, consistent with last year.

Looking ahead, sell-side analysts expect next-year revenue to grow 6.4%, signaling potential headwinds, and the stock fell 3.5% to $79 in after-hours trading. Caution is advised with the current print, but the company remains a free-service provider in a sector sensitive to product cycles and switching costs.

Bio-Rad Laboratories Inc. (BIO) reported fourth-quarter net income of $720 million, a turnaround from a loss in the same period last year. Per-share profit reached $26.65, with non-GAAP adjusted earnings of $2.51 per share. Revenue for the quarter totaled $693.2 million. For the full year, net income was $759.9 million, or $27.85 per share, and revenue amounted to $2.58 billion. Shares fell 3.5% YTD; at press time on February 12, 2026, the stock closed at $292.42, reflecting a 6% decline over the past 12 months.

AI-driven risk-off sentiment sweeps markets as tech shares crater,拖累 broader indices. The Dow Jones Industrial Average fell 669.52 points to 36,672.89, the S&P 500 lost 1.57% to 4,662.67, and the Nasdaq Composite dropped 2.03% to 16,156.54.

Cisco Systems (CSCO) plunged 12.32% to $75.00 after财报 revealed softer guidance and supply chain cost pressures exacerbated by rising DRAM prices from AI data center demand. Bloomberg data shows Autodesk down near 4%.

Safe-haven flows lifted Treasuries and the dollar, while silver futures fell about 10% on strong sell-off pressure. CBRE (CBRE) fell 15% in early trade and ended down 8.38% to $136.28, and C.H. Robinson (CHRW) and Universal Logistics (ULH) each declined more than 10% amid logistics sector repricing.

McDonald's (MCD) rose 2.74% on better-than-expected same-store sales in key markets, while QSR (QSR) slipped 6.15% to $66.35 despite outperforming guidance. Memory shares were mixed; Micron (MU) gained 0.88% to $413.97 despite ongoing cost inflation for Chinese PC makers.

Analysts note a flight-to-quality dynamic where any AI-related news triggers rapid unwinds across sectors. If January CPI and core CPI both come in at 0.3% annualized, the market may see a brief risk-on reaction, but Fed policy remains the primary focus for near-term volatility.

Ingersoll Rand Inc. (IR) released Q4 results on February 12, 2026, reporting earnings of $266.1 million, or 67¢ per share, with an adjusted 96¢ per share. Revenue reached $2.09 billion, both beating analyst expectations. Year-over-year profit was $581.4 million, or $1.45 per share, on $7.65 billion in revenue. The company now expects full-year 2025 earnings of $3.45 to $3.57 per share.

Federal Realty Investment Trust (FRT) reported fourth-quarter results on February 12, 2026, with funds from operations (FFO) of $159.2 million, or $1.84 per share, missing the average analyst estimate of $1.86 per share. Revenue of $336 million exceeded forecasts of $329 million. FFO for the year was $624.3 million, and full-year 2026 FFO guidance is $7.42 to $7.52 per share. FFO is derived from net income with adjustments for depreciation and amortization.

Expedia (NASDAQ:EXPE) reported Q4 CY2025 revenue of $3.55 billion, up 11.4% year-on-year, beating analyst estimates. Non-GAAP profit reached $3.78 per share, 12.2% above consensus. Guidance for Q1 CY2026 of $3.35 billion (midpoint) is 3.7% higher than the average analyst forecast.

Key metrics: Room nights booked totaled 94 million, up 8.9% YoY; added 7.6 million in Q4, a 8.8% increase. Average revenue per booking rose to $37.73, up 2.4% YoY, outpacing ARPB declines over the prior two years.

Publication Date: February 12, 2026

DexCom Inc. (DXCM) released results for the quarter ended January 31, 2026: earnings of $267.3 million, or 68 cents per share, and revenue of $1.26 billion, both exceeding analyst forecasts. Year-over-year profit totaled $836.3 million, or $2.09 per share, on revenue of $4.66 billion. The company guided to full-year revenue of $5.16B-$5.25B, reflecting continued strong performance.

CVRx Inc. (CVRX) released its Q4 financial results on February 12, 2026, reporting a loss of $11.9 million, or 46 cents per share, for the quarter ended January 31, 2026. Revenue totaled $16 million, missing the average estimate of 42 cents per share based on three Zacks analyst forecasts.

For the year ended December 31, 2025, the company recorded a loss of $53.3 million, or $2.04 per share, with revenue of $56.7 million. Management guidance for Q1 2026 revenue is $13.7 million to $14.7 million, and full-year 2026 revenue is forecasted at $63 million to $67 million.

Coho Inc. (COHU) reported a fourth-quarter loss of $22.5 million, or 48 cents per share, with adjusted loss at 15 cents per share. Revenue for the quarter totaled $122.2 million. Results missed the average analyst estimate of 7 cents per share. For the year, the company recorded a loss of $74.3 million, or $1.59 per share, with revenue of $453 million.

CAE Inc. (CAE) reported fiscal third-quarter net income of $78.1 million, or 24 cents per share, topping Zacks Investment Research’s average analyst estimate of 22 cents per share. Revenue totaled $898.2 million, slightly below the $904.9 million forecast. CAE shares rose to $31.38 at Thursday’s close, up 3% year-to-date and 33% over the past 12 months.

Artivion, Inc. (AORT) reported fourth-quarter net income of $2.4 million, compared to a loss in the same period last year. Adjusted earnings were 17 cents per share on revenue of $116 million, with per-share profit of 5 cents.

The company guided to full-year revenue of $486 million to $504 million. Shares closed at $40.71, up 36% year-to-date, while the broader stock has fallen 11% this year.

Arista Networks Inc. (ANET) reported fourth-quarter net income of $955.8 million, or 75 cents per share, up from 82 cents in the same period last year, with a non-GAAP adjusted result of 82 cents per share. Revenue for the quarter totaled $2.49 billion, exceeding the $2.37 billion average estimate from eight analysts surveyed by Zacks Investment Research. Year-over-year, the company recorded profit of $3.51 billion, or $2.75 per share, and revenue of $9.01 billion. For the quarter ending March 31, Arista expects revenue in the range of $2.6 billion. Shares rose to $135.12, up 3% year-to-date and 23% over the past 12 months.

10x Genomics Inc. (TXG) reported a fourth-quarter loss of $16.3 million, or 13 cents per share, on Thursday. Revenue for the quarter totaled $166 million, outperforming the average Zacks estimate of 19 cents per share. For the year, the company recorded a loss of $43.5 million, or 35 cents per share, with annual revenue reaching $642.8 million.

Thursday, February 12, 2026: U.S. equities fell sharply as AI-driven disruption concerns drive outflow from technology shares. The Dow Jones Industrial Average (^DJI) declined 1.3% (-650 points), the S&P 500 (^GSPC) lost 1.6%, and the Nasdaq Composite (^IXIC) fell over 2%. Gold (GC=F) futures dropped 3%, and bitcoin (BTC-USD) reached about $65,000.

Trucking, logistics, and real estate services sectors were among those hit, with fears of automation affecting those industries. Cisco Systems (CSCO) fell over 12% on a cautious profit outlook despite higher sales; Nvidia (NVDA) also declined. Meta (META), Amazon (AMZN), Apple (AAPL) and others posted notable declines, with Apple down about 5%.

Looking ahead to Friday’s CPI report, a softer reading would support easing inflation expectations while growth remains strong. The prior week’s jobless claims showed smaller-than-expected declines, and January nonfarm-payrolls added roughly twice as many jobs as forecast, reducing near-term rate-cut odds and weighing on equities.

McDonald’s (MCD) shares rose on better-than-expected earnings. Coinbase (COIN), Applied Materials (AMAT), and Rivian (RIVN) are scheduled to report after the market.

Kinsale Capital Group (NYSE:KNSL) reported Q4 CY2025 results exceeding expectations: revenue rose 17.3% YoY to $483.3 million, and non-GAAP profit of $5.81 per share was 9.5% above consensus. The insurer, which writes insurance for hard-to-place high-risk businesses, grew revenue CAGR of 32.4% over five years and 23.7% over two years, with net premiums earned accounting for 87.3% of revenue. Book value per share increased 27.3% annually over the past five years and 34.4% over the last two, projecting 19.2% growth in the next 12 months to $84.88. The stock traded down 2.9% to $389.41 in after-hours trading following the report.

Expedia Inc. (EXPE) reported fourth-quarter net income of $205 million, or $3.78 per share on a non-GAAP basis, and revenue of $3.55 billion, both exceeding analyst expectations.

On a per-share basis, adjusted for one-time items, the company earned $1.60 per share. Year-over-year, the company posted net income of $1.29 billion, or $9.81 per share, and revenue of $14.73 billion.

For the first quarter ending March 31, 2026, management guidance is revenue of $3.32B to $3.37B and full-year revenue of $15.6B to $16.0B.

Dutch Bros (NYSE:BROS) reported Q4 CY2025 revenue of $443.6 million, a 29.4% year-over-year increase and 4.5% above estimates,lifting its stock to $58.52 (+15.2%). Non-GAAP profit of $0.17 per share was 73.9% above consensus. The midpoint of its full-year revenue guidance of $2.02 billion missed estimates by 1% and full-year EBITDA guidance was also slightly below outlook.

Key context: The company operated 1,136 locations with same-store sales up 7.7% YoY in Q4, reflecting continued strength in existing locations. Annual same-store sales growth averaged 6% over the past two years, while new restaurant openings grew 17.6% annually. The company has posted 37.9% CAGR in sales over the last six years.

Coinbase (COIN) reported fourth-quarter revenue of $1.78B on February 12, 2026, down 22% from the prior-year period and below analyst expectations of $1.84B. The company posted a net loss of $667M, led by a $718M decline in the value of its investment portfolio and $395M in write-downs on strategic investments. Transaction revenue totaled $983M, down from $1B in Q3, while stablecoin revenue rose to $364M from $226M a year earlier, and blockchain rewards reached $151M.

The stock reacted sharply, falling 7.9% to $141 pre-announcement and later hovering near $142 as analysts trimmed price targets and volume retreated amid lower crypto market cap and USDC supply. Coinbase remains exposed to macro volatility, with shares down over 55% in six months.

Coin (NASDAQ:COIN) reported Q4 CY2025 revenue of $1.78 billion, a 21.6% year-on-year decline, and non-GAAP EPS of $0.66, 31.2% below consensus. January 13, 2026.

Key context: The company’s five-year revenue CAGR was 41.2%, up to 52% in the past two years. Twelve-month revenue guidance implies 14.3% growth, down from recent acceleration. Free cash flow for Q4 was $3.07 billion, a 172% margin, up from 129.6 percentage points in the same quarter last year.

While cash flow remains strong and free cash flow margin averaged 36.3% over the last two years, the miss and softer-than-expected EBITDA pressured the stock, which closed flat at $141.73 after the report.