Key Takeaways AKAM is set to report Q4 results on Feb. 19, with revenues seen rising to $1.07B from $1.02B a year ago.Akamai expanded Apiiro ties and launched Inference Cloud solution powered by NVIDIA Blackwell GPUs.AKAM's ISV Catalyst program aims to grow its cloud ecosystem and expand its client base.Akamai Technologies, Inc. (AKAM) is scheduled to release fourth-quarter 2025 results on Feb. 19, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 13.41%. It ...

Core Viewpoint - New Gold (NGD) is anticipated to show a significant improvement in earnings for the fourth quarter of 2025, with an expected earnings per share (EPS) of 27 cents, reflecting a 285.7% increase from the previous year's EPS of 7 cents [1]. Earnings Estimates - The Zacks Consensus Estimate for NGD's EPS has decreased by 3.6% over the past 60 days [1]. - The current EPS estimate for Q1 is 0.27, Q2 is 0.43, E1 is 0.66, and E2 is 1.55, with revisions showing a trend of -3.57% for Q1, +72.00% for Q2, +13.79% for E1, and +40.91% for E2 [2]. Earnings Surprise History - New Gold has consistently beaten the Zacks Consensus Estimate in the last four quarters, achieving an average earnings surprise of 41.4% [2][3]. - The reported EPS for the last four quarters were 0.25, 0.11, 0.02, and 0.07, with respective surprises of 38.89%, 10.00%, 100.00%, and 16.67% [3]. Production and Sales Performance - In Q4 2025, New Gold produced a total of 107,778 ounces of gold, with a notable 55% year-over-year increase from the Rainy River mine, which produced 94,423 ounces [5][6]. - Overall quarterly gold production rose by 34% year-over-year, despite a 32% decline in production at the New Afton mine [6]. - New Gold sold 104,886 ounces of gold in Q4 2025, a 36% increase from 77,281 ounces in the same quarter last year [7]. Revenue and Operating Expenses - Revenues for the quarter are expected to benefit from higher gold sales volumes and increased gold prices, although copper sales volumes declined [8]. - Operating expenses are likely to have risen compared to the previous year, primarily due to increased gold production levels [8]. Stock Performance - New Gold's stock has surged by 280.1% over the past year, significantly outperforming the industry growth of 143.8% [11].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics, with Credicorp (BAP) currently recommended due to its favorable Growth Score and top Zacks Rank [2] - Stocks with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have historically outperformed the market [3] Group 2: Earnings Growth - Credicorp has a historical EPS growth rate of 34.2%, with projected EPS growth of 19.3% for the current year, significantly surpassing the industry average of 13.9% [4] Group 3: Asset Utilization - Credicorp's asset utilization ratio (sales-to-total-assets ratio) stands at 0.12, indicating that the company generates $0.12 in sales for every dollar in assets, which is more efficient than the industry average of 0.05 [5] Group 4: Sales Growth - The company is expected to achieve a sales growth rate of 11.6% this year, compared to the industry average of 4%, highlighting its strong sales growth potential [6] Group 5: Earnings Estimate Revisions - Recent upward revisions in current-year earnings estimates for Credicorp indicate a positive trend, with the Zacks Consensus Estimate increasing by 2.5% over the past month [8] Group 6: Overall Assessment - Credicorp has earned a Zacks Rank of 2 and a Growth Score of B, suggesting it is a solid choice for growth investors and a potential outperformer based on the discussed metrics [10]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Philip Morris is recommended as a cutting-edge growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 4.8%, but projected EPS growth for this year is expected to be 11.9%, surpassing the industry average of 9.2% [4] Group 2: Financial Metrics - Year-over-year cash flow growth for Philip Morris stands at 14.6%, significantly higher than the industry average of 1.2% [5] - The annualized cash flow growth rate over the past 3-5 years is 8.8%, compared to the industry average of 4.5% [6] Group 3: Earnings Estimates - Current-year earnings estimates for Philip Morris have been revised upward, with the Zacks Consensus Estimate increasing by 1.4% over the past month [8] - The combination of a Growth Score of A and a Zacks Rank 2 indicates that Philip Morris is a potential outperformer and a solid choice for growth investors [10]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Harmony Biosciences Holdings, Inc. (HRMY) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's genuine growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Harmony Biosciences has a historical EPS growth rate of 13.1%, but the projected EPS growth for this year is significantly higher at 26.7%, surpassing the industry average of 13.7% [4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Harmony Biosciences is currently at 10%, which is notably higher than the industry average of -3.1% [5] - Over the past 3-5 years, the company's annualized cash flow growth rate has been 25.7%, compared to the industry average of 4.4% [6] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Harmony Biosciences have been revised upward, with the Zacks Consensus Estimate increasing by 7.4% over the past month, indicating a positive trend in earnings estimate revisions [7] Group 5: Investment Positioning - Harmony Biosciences has achieved a Zacks Rank 1 (Strong Buy) and a Growth Score of B, positioning the company well for potential outperformance in the market, making it an attractive option for growth investors [9]

Core Viewpoint - Espey Mfg. & Electronics Corp. has experienced a significant decline in stock price despite reporting increased net income, indicating potential market concerns despite improved profitability metrics. Financial Performance - For Q2 of fiscal 2026, Espey reported net income of $0.99 per share, an increase from $0.71 per share in the same quarter last year [1] - Net sales decreased by 10.8% to $12.1 million from $13.6 million a year earlier, yet net income rose by 47% to $2.8 million compared to $1.9 million in the prior-year quarter [2] - Gross profit increased to $4.2 million from $3.2 million, raising gross margin to 34.7% from 23.2%, attributed to product mix, labor efficiencies, and process improvements [3] Expenses and Income - Selling, general and administrative (SG&A) expenses remained flat at $1.1 million, with increases in ESOP contributions and salaries offset by lower stock option expenses [4] - Other income rose to $0.4 million from $0.3 million, reflecting higher interest earned on cash and investment balances [4] Backlog and Orders - Total backlog increased to $134.7 million as of Dec. 31, 2025, from $120.1 million a year earlier, with $88.8 million tied to three significant customers [5] - New orders in the first half of fiscal 2026 totaled approximately $16.3 million, a decrease from $46.9 million in the prior-year period, with expectations for lower new orders compared to fiscal 2025 [6] Management Outlook - Management anticipates higher revenues in fiscal 2026 compared to fiscal 2025, driven by existing backlog, despite lighter first-half sales [7] - Full-year net income is expected to approximate fiscal 2025 levels [7] Risks and Challenges - The company cited ongoing inflationary pressures, tariffs, and potential supply chain or labor constraints as risks, but does not expect a material impact on fiscal 2026 operating income based on current conditions [8] Liquidity and Capital Position - Working capital was approximately $48.9 million at Dec. 31, 2025, up from $40.2 million a year earlier, with cash and cash equivalents totaling $17.8 million [9] - Operating cash flow for the six months was $2.9 million, down from $6.8 million in the prior-year period, primarily due to inventory builds and working capital changes [9] Other Developments - During the six months ended Dec. 31, 2025, Espey received $2 million in milestone reimbursements under a $3.4 million U.S. Navy funding award for facility and capital equipment upgrades, with completion expected by the end of fiscal 2026 [11]

Core Viewpoint - Investors are encouraged to consider Bank of NT Butterfield & Son (NTB) due to solid improvements in earnings estimates and positive short-term price momentum [1] Earnings Estimates - Analysts show growing optimism regarding the earnings prospects of Bank of NT Butterfield & Son, reflected in upward revisions of earnings estimates, which typically correlate with stock price movements [2] - The current quarter's earnings estimate is projected at $1.39 per share, marking a +6.9% increase from the previous year [7] - For the full year, the earnings estimate stands at $5.94 per share, indicating a year-over-year change of +6.1% [8] Estimate Revisions - Over the past month, the consensus estimate for Bank of NT Butterfield & Son has increased by 8.59%, with one estimate moving higher and no negative revisions [7] - The trend for the current year is also positive, with the consensus estimate rising by 8% due to favorable revisions [9] Zacks Rank - Bank of NT Butterfield & Son currently holds a Zacks Rank 2 (Buy), indicating strong agreement among analysts in raising earnings estimates [10] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [10] Stock Performance - Shares of Bank of NT Butterfield & Son have increased by 5.5% over the past four weeks, suggesting investor confidence in its earnings growth prospects [11]

Core Viewpoint - Investors are encouraged to consider Advanced Energy Industries (AEIS) due to improving earnings estimates and positive stock momentum [1] Earnings Estimates - Analysts are optimistic about the earnings prospects of Advanced Energy, leading to higher earnings estimates which are expected to positively impact the stock price [2] - The current quarter's earnings estimate is $1.83 per share, reflecting a 48.8% increase from the previous year, with a 38.08% rise in the Zacks Consensus Estimate over the last 30 days [6] - For the full year, the earnings estimate is projected at $8.20 per share, indicating a year-over-year increase of 27.9%, with a 10.85% increase in the consensus estimate due to four upward revisions [7][8] Zacks Rank - Advanced Energy currently holds a Zacks Rank 1 (Strong Buy), supported by strong agreement among analysts on upward earnings estimate revisions, which historically correlate with stock performance [3][9] - Stocks with Zacks Rank 1 and 2 have shown significant outperformance compared to the S&P 500 [9] Stock Performance - The stock has experienced a 23.8% gain over the past four weeks, attributed to solid estimate revisions and favorable earnings growth prospects [10]

Core Viewpoint - BCB Bancorp (BCBP) is positioned as a strong investment opportunity due to significant revisions in earnings estimates, indicating a positive earnings outlook that may continue to drive stock price growth [1][2]. Earnings Estimate Revisions - Analysts are increasingly optimistic about BCB Bancorp's earnings prospects, leading to higher earnings estimates that are expected to positively influence the stock price [2]. - The current-quarter earnings estimate is $0.25 per share, reflecting a remarkable increase of +149.0% compared to the same period last year. Over the last 30 days, the consensus estimate has risen by 21.95% with no negative revisions [5]. - For the full year, the expected earnings are $1.13 per share, representing a year-over-year increase of +234.5%. The consensus estimate has also increased by 13.64% over the past month, with one estimate moving higher and no negative revisions [6][7]. Zacks Rank and Performance - BCB Bancorp currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts regarding the positive earnings revisions. This ranking is associated with a historical average annual return of +25% for Zacks 1 Ranked stocks since 2008 [3][8]. - Stocks with Zacks Rank 1 and 2 (Buy) have been shown to significantly outperform the S&P 500, suggesting that BCB Bancorp is well-positioned for future growth [8]. Recent Stock Performance - BCB Bancorp shares have appreciated by 10.1% over the past four weeks, indicating investor confidence in the company's earnings growth potential driven by favorable estimate revisions [9].

Core Viewpoint - Entegris (ENTG) shows potential as a strong investment opportunity due to significant revisions in earnings estimates, indicating an improving earnings outlook [1][10]. Earnings Estimate Revisions - Analysts have become increasingly optimistic about Entegris' earnings prospects, leading to a rising trend in estimate revisions, which is expected to positively impact the stock price [2]. - The consensus earnings estimate for the current quarter is projected at $0.75 per share, reflecting a year-over-year increase of +11.9%. Over the last 30 days, the estimate has risen by 13.57% with three upward revisions and no negative changes [6]. - For the full year, the earnings estimate is expected to be $3.41 per share, representing a +24.0% change from the previous year. The consensus estimate has increased by 6.27% over the same period, with three estimates moving higher and no negative revisions [7][8]. Zacks Rank and Performance - Entegris currently holds a Zacks Rank 1 (Strong Buy), which is based on the positive estimate revisions. This ranking system has a strong track record, with Zacks 1 stocks averaging an annual return of +25% since 2008 [3][9]. - Stocks rated Zacks Rank 1 and 2 (Buy) have been shown to significantly outperform the S&P 500 [9]. Recent Stock Performance - Entegris shares have appreciated by 12% over the past four weeks, indicating investor confidence in the company's earnings growth prospects due to the favorable estimate revisions [10].