Key Takeaways NVIDIA's Networking revenues nearly doubled year over year to a record $7.3 billion in Q2.Strong demand for Spectrum-X Ethernet and InfiniBand drove the segment's momentum.The unit's revenues are estimated to reach $33.74 billion in FY26, up about 160% YoY.NVIDIA Corporation’s (NVDA) Networking business unit is becoming a critical growth engine as reflected in the company’s last reported financial results for the second quarter of fiscal 2026. Revenues from the Networking business almost doubl ...

A strong stock as of late has been Supernus Pharmaceuticals (SUPN) . Shares have been marching higher, with the stock up 5.7% over the past month. The stock hit a new 52-week high of $47.07 in the previous session. Supernus has gained 29.9% since the start of the year compared to the -1.8% move for the Zacks Medical sector and the -2.2% return for the Zacks Medical - Generic Drugs industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our ...

Core Insights - Celestica Inc. (CLS) has a diverse product portfolio essential for AI applications, leveraging over 25 years of manufacturing experience to provide cloud-optimized data storage and networking solutions, resulting in healthy revenue growth [1][2] Group 1: AI Market Opportunity - The rise of AI-based applications and generative AI tools across various industries presents significant growth opportunities for Celestica, with increasing demand for its enterprise-level data communications and information processing infrastructure products [2] - Celestica is expanding its offerings through innovation and strategic collaborations to capitalize on the growing AI trend [2] Group 2: Product Innovations - The SC6100, powered by AMD's EPYC Embedded 9004 series processors, is a next-generation all-flash storage controller designed for demanding enterprise workloads [3] - The DS4100 is a 1U 800G per port top-of-rack switch designed to meet high-bandwidth demands, utilizing Broadcom's TH4-12.8T switch chipset, with expected solid demand for 400G and 800G switch products due to the rise of data-intensive AI applications [3] Group 3: Financial Performance - Celestica's stock has surged 409.7% over the past year, significantly outperforming the industry's growth of 141.6% [6][7] - The forward price-to-sales ratio for Celestica is 2.23, which is above the industry average of 0.91 [8] - The Zacks Consensus Estimate for Celestica's earnings for 2025 has increased by 9.5% over the past 60 days, indicating positive earnings revisions [9][10]

Key Takeaways Costco posts Q4 net sales of $84.4B, up 8% from last year, with broad-based comparable sales growth.Costco's membership renewal rates above 90% highlight loyalty and provide a dependable revenue stream.E-commerce comparable sales surged 13.6% in Q4, fueling Costco's domestic and international expansion.As Costco Wholesale Corporation (COST) prepares to unveil its fourth-quarter fiscal 2025 earnings results on Sept. 25, after the market closes, investors face an important decision: Should they ...

The Zacks Investment Bank industry is set to benefit from the shift toward easier monetary policy. The pivot in the Federal Reserve’s stance is likely to support client activity and deal flow. Additionally, investments in artificial intelligence (AI) and technology are expected to boost long-term efficiency despite short-term cost pressures. Hence, given the changing, favorable operating backdrop, investment banks are expected to record solid top-line growth over time. So, industry players like Morgan Stanl ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: TD SYNNEX (SNX) Analysis - TD SYNNEX (SNX) has shown a four-week price change of 1.9%, indicating growing investor interest [4] - Over the past 12 weeks, SNX has gained 11.6%, with a beta of 1.35, suggesting it moves 35% more than the market [5] - SNX has a Momentum Score of A, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - SNX has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is trading at a Price-to-Sales ratio of 0.21, suggesting it is undervalued at 21 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides SNX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [9]

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...

Premier, Inc. (PINC) shares ended the last trading session 9.7% higher at $28.25. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 2.4% gain over the past four weeks.Premier witnessed a strong price rise on investors’ optimism after announcing that it has entered into a definitive agreement to be acquired by an affiliate of Patient Square Capital (“Patient Square”). Under the terms of the agreement, which has been u ...

Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - The industry is characterized by growth-stage companies investing heavily in R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - Increased smartphone usage and improved Internet access are driving growth in the delivery services sector, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose significant challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Industry Performance - The Zacks Internet - Delivery Services industry has underperformed compared to the S&P 500 and the broader Computer and Technology sector over the past year, gaining only 0.2% [11] - The industry currently holds a Zacks Industry Rank of 103, placing it in the top 42% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation Metrics - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.64X, significantly lower than the S&P 500's 5.44X and the sector's 7.1X [14] Company Highlights - **GoDaddy (GDDY)**: Focused on cloud-based technology products, benefiting from strong momentum in its Applications & Commerce business, with a Zacks Consensus Estimate for 2025 earnings revised upward by 2.2% to $6.05 per share [17][18][19] - **Vipshop Holdings (VIPS)**: An online discount retailer in China, improving its financial performance through enhanced product offerings and a focus on high-margin apparel businesses, with a current-year earnings estimate revised upward by $0.05 to $2.44 per share [23][24] - **QuinStreet (QNST)**: A provider of online marketing services, positioned to benefit from the shift to online business models, with a fiscal 2026 earnings estimate remaining unchanged at $1.05 per share [27][28] - **Asure Software (ASUR)**: A cloud computing firm focusing on human capital management solutions, with a 2025 earnings estimate revised upward by $0.02 to $0.79 per share [31][32]