The headline numbers for Fortive (FTV) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The headline numbers for Stanley Black & Decker (SWK) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Although the revenue and EPS for New York Times (NYT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for GE HealthCare (GEHC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The headline numbers for Evercore (EVR) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Although the revenue and EPS for Bunge Global (BG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for Boston Scientific (BSX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While the top- and bottom-line numbers for Lear (LEA) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Although the revenue and EPS for T. Rowe (TROW) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for Silgan (SLGN) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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German American Bancorp delivered record Q4 2025 profit, driven by a robust 4.13% net interest margin and disciplined loan loss provisioning. GABC increased its dividend for the 14th consecutive year, now yielding 2.9% with a conservative payout ratio below 35%, underscoring capital strength. Despite strong earnings and a resilient balance sheet, GABC trades at over 1.5x tangible book value, making the current valuation appear rich.

Yesterday we were watching whether Super Micro Computer (NASDAQ: SMCI) could finally reverse its recent string of earnings disappointments, which included three misses over the past five quarters.

Agreement expands offering to include additional sheet, particulate and flowable products Agreement expands offering to include additional sheet, particulate and flowable products

Medifast trades below net cash, with an EV of -$43.68M, reflecting deep skepticism about its OPTAVIA MLM business and turnaround prospects. GLP-1 drugs have rendered MED's weight-loss model largely obsolete, prompting a pivot toward metabolic health services, though execution risk remains high. Despite ongoing losses, MED's cash burn is modest; even with conservative assumptions, shares likely remain a net-net with limited downside over the next year.

Eli Lilly delivered robust Q4 results, with revenue up 43% YoY and EPS beating consensus by $0.61. LLY's 2026 guidance calls for $80–83B revenue and $33.50–35 non-GAAP EPS, outpacing consensus and supporting a reiterated buy rating. Mounjaro and Zepbound drove $6.3B in incremental quarterly sales, cementing LLY's GLP-1 market dominance.

YMM has seen its stock and quarterly results take a hit recently, but this could represent an opportunity to get in on YMM. Growth has recently slowed down from its torrid pace, but there is reason to be confident growth is not going away. The charts suggest the decline of the past few months is likely over with support in place, which implies now is the time to enter.