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Zacks Investment Ideas feature highlights: Wayfair, Robinhood and Palantir
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For Immediate Release
Chicago, IL – January 15, 2026 – Today, Zacks Investment Ideas feature highlights Wayfair (W - Free Report) , Robinhood (HOOD - Free Report) and Palantir (PLTR - Free Report) .
3 Companies Enjoying Snowballing Sales Growth
Revenue growth is the foundation of profits. Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and steadily build shareholder value.
In recent months, several companies – Wayfair, Robinhood and Palantir– have reported quarterly results showing accelerating sales growth. Companies showing this favorable trend often see their shares benefit as a result, also regularly seeing upward sales revisions.
Wayfair Enjoys Momentum
Wayfair posted a double-beat against our headline expectations in its latest release, with adjusted EPS of $0.70 climbing 220% year-over-year and sales of $3.1 billion growing 8.1%. The company's YoY sales growth rates have turned around nicely.
Wayfair's orders delivered grew by more than 5% year-over-year, with new orders now increasing in the mid-single digits in back-to-back periods. The company has now penciled in a few sizable beats concerning Orders Delivered, reflecting the above-mentioned momentum.
Analysts have bullishly raised their current-year sales expectations for the company. Sales are forecasted to grow nearly 5% YoY in its current fiscal year, the first positive change since 2020.
Palantir Breaks Records (Again)
Quarterly sales of $1.2 billion in Palantir's release reflected a record, climbing 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.
PLTR inked many lucrative deals throughout the period, also closing a record-setting $2.8 billion in Total Contract Value (TCV), up 340% from the same period last year. And to top it off, Customer count grew by 45% YoY.
Analysts have raised their current-year sales expectations in a big way for PLTR, with sales expected to climb 54% year-over-year.
HOOD Reports Surging Activity
Robinhood's latest quarterly results broke records across several key metrics, also crushing our consensus EPS and sales estimates. Sales grew an impressive 100% year-over-year to a record $1.3 billion, whereas adjusted EPS soared 260%.
Net deposits of $20 billion reflected a quarterly record, with average revenue per user (ARPU) also climbing 82% year-over-year. Activity was broadly strong across its platform, with crypto, options, and equities revenues climbing 300%, 50%, and 86%, respectively.
Sales expectations have followed a very bullish path, with HOOD expected to see 82% YoY revenue growth in its current fiscal year.
Bottom Line
Strong sales growth leads to many obvious benefits, as it's the foundation of generating profits. Above-average top line trends often lead to stock outperformance, as it's commonly a reflection of red-hot demand, such as we've seen with Palantir and Robinhood. And in the case of Wayfair, the top-line turnaround reflects a key inflection point for the company, suggesting that a very tough period may now be in the rearview.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Wayfair, Robinhood and Palantir
For Immediate Release
Chicago, IL – January 15, 2026 – Today, Zacks Investment Ideas feature highlights Wayfair (W - Free Report) , Robinhood (HOOD - Free Report) and Palantir (PLTR - Free Report) .
3 Companies Enjoying Snowballing Sales Growth
Revenue growth is the foundation of profits. Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and steadily build shareholder value.
In recent months, several companies – Wayfair, Robinhood and Palantir– have reported quarterly results showing accelerating sales growth. Companies showing this favorable trend often see their shares benefit as a result, also regularly seeing upward sales revisions.
Wayfair Enjoys Momentum
Wayfair posted a double-beat against our headline expectations in its latest release, with adjusted EPS of $0.70 climbing 220% year-over-year and sales of $3.1 billion growing 8.1%. The company's YoY sales growth rates have turned around nicely.
Wayfair's orders delivered grew by more than 5% year-over-year, with new orders now increasing in the mid-single digits in back-to-back periods. The company has now penciled in a few sizable beats concerning Orders Delivered, reflecting the above-mentioned momentum.
Analysts have bullishly raised their current-year sales expectations for the company. Sales are forecasted to grow nearly 5% YoY in its current fiscal year, the first positive change since 2020.
Palantir Breaks Records (Again)
Quarterly sales of $1.2 billion in Palantir's release reflected a record, climbing 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.
PLTR inked many lucrative deals throughout the period, also closing a record-setting $2.8 billion in Total Contract Value (TCV), up 340% from the same period last year. And to top it off, Customer count grew by 45% YoY.
Analysts have raised their current-year sales expectations in a big way for PLTR, with sales expected to climb 54% year-over-year.
HOOD Reports Surging Activity
Robinhood's latest quarterly results broke records across several key metrics, also crushing our consensus EPS and sales estimates. Sales grew an impressive 100% year-over-year to a record $1.3 billion, whereas adjusted EPS soared 260%.
Net deposits of $20 billion reflected a quarterly record, with average revenue per user (ARPU) also climbing 82% year-over-year. Activity was broadly strong across its platform, with crypto, options, and equities revenues climbing 300%, 50%, and 86%, respectively.
Sales expectations have followed a very bullish path, with HOOD expected to see 82% YoY revenue growth in its current fiscal year.
Bottom Line
Strong sales growth leads to many obvious benefits, as it's the foundation of generating profits. Above-average top line trends often lead to stock outperformance, as it's commonly a reflection of red-hot demand, such as we've seen with Palantir and Robinhood. And in the case of Wayfair, the top-line turnaround reflects a key inflection point for the company, suggesting that a very tough period may now be in the rearview.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.