DSP Viant Q4 2025 adjusted EPS far outpaces consensus forecasts posting a 93 percent positive surprise What top holdings OnKure Therapeutics OKUR Smart Money Active 20260427 What estimate changes IPG IPGP Q4 2025 EPS Tops Views CurtissWright Corporation CW Bullish Investment Thesis Underscores Durable Growth Across Defense Aerospace and Nuclear End Markets Toyota Motor Corporation TM Subsidiary Denso Weighs Rohm Acquisition Exit Amid Valuation Dispute