Company News for Feb 17, 2026

• Applied Materials Inc.’s (AMAT) shares climbed 8.1% reporting first-quarter fiscal 2026 adjusted earnings per share $2.38 per share, surpassing the Zacks Consensus Estimate of $2.19 per share.
• Shares of Arista Networks Inc. (ANET) surged 4.8% after the company posted fourth-quarter 2025 adjusted earnings of $0.82 per share, outpacing the Zacks Consensus Estimate of $0.75 per share.
• Shares of Roku Inc. (ROKU) jumped 8.6% after the company reported fourth-quarter 2025 adjusted earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.28 per share. 
• Twilio Inc.’s (TWLO) shares advanced 2.4% after posting fourth-quarter 2025 adjusted earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.24 per share.
   

Beyond Nvidia: AI's Second Wave Is Here

The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Source Zacks-com