Core Insights - American Tower Corporation (AMT) is expected to report fourth-quarter 2025 results on February 24, with anticipated year-over-year growth in revenues and adjusted funds from operations (AFFO) per share [1][10] Financial Performance - In the last reported quarter, AMT achieved an AFFO per share of $2.78, surpassing consensus estimates, with revenue growth driven by its property and service operations segment [2] - The Zacks Consensus Estimate for quarterly revenues is projected at $2.68 billion, reflecting a 5.1% increase from the previous year [6][10] - The Total Property segment's operating revenues are estimated at $2.61 billion, indicating a 5.1% rise year-over-year, while the Data Centers segment is expected to generate $271.6 million, up from $236 million a year ago [5][10] Market Trends and Drivers - The growth in mobile technology, particularly 4G and 5G, along with the rise of bandwidth-intensive applications, is driving an increase in mobile data usage globally [3] - Wireless service providers are enhancing network coverage and capacity, positively impacting AMT's quarterly performance and contributing to top-line growth [4] - AMT is likely to continue its macro-tower investments to expand its global footprint, supported by a strong balance sheet [4] Analyst Sentiment - Despite the positive revenue projections, analysts have shown caution, with the consensus estimate for quarterly AFFO per share remaining unchanged at $2.54, which represents a 9.5% increase from the previous year [6] - AMT currently holds an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell), indicating a lack of confidence in a potential AFFO surprise this quarter [7][8]

Core Viewpoint - Pure Storage, Inc. (PSTG) is expected to report strong earnings growth in its upcoming fourth-quarter fiscal 2026 results, with earnings estimated at 65 cents, reflecting a 44.4% increase year-over-year [1][2]. Financial Performance - The consensus estimate for total revenues is $1.03 billion, indicating a year-over-year growth of 17.2% [2]. - Pure Storage anticipates revenues in the range of $1.02-$1.04 billion, suggesting a 17.1% increase at the midpoint from the previous year [2]. - The company has surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 7.9% [2][3]. Earnings Expectations - The current Earnings ESP for PSTG is -2.93%, and it holds a Zacks Rank of 3 (Hold), indicating a lower likelihood of an earnings beat this quarter [4][5]. - Management expects non-GAAP operating income of $220-$230 million for Q4, representing approximately 47% year-over-year growth at the midpoint [8][9]. Market Trends and Demand - There is heightened demand for AI-ready infrastructure and flash storage, which is reshaping the data storage landscape, positioning Pure Storage to capitalize on these trends [6]. - Strong enterprise spending and growth in its Evergreen//One and modern virtualization solutions are expected to contribute positively to PSTG's performance [6][9]. Competitive Position - PSTG's shares have increased by 15.7% over the past year, underperforming the Zacks Computer-Storage Devices industry, which grew by 146.2% [11]. - The company has outperformed competitors like NetApp, Inc. (NTAP), while underperforming Seagate Technology Holdings plc (STX) and Sandisk Corporation (SNDK) [12]. Valuation Metrics - PSTG is trading at a forward price/earnings ratio of 95.72X, significantly higher than the industry average of 19.54X, indicating a stretched valuation [13][16]. - The company faces macroeconomic uncertainties and supply chain pressures, which could impact its near-term outlook [14]. Strategic Outlook - The fiscal fourth-quarter results will be closely monitored for indications of AI-driven demand and the effectiveness of the Evergreen model in driving revenue growth [17]. - Despite solid long-term fundamentals, risks from longer enterprise spending cycles and intense competition may lead to near-term volatility [17][18].

Core Viewpoint - C.H. Robinson Worldwide (CHRW) is showing potential for short-term gains as it has recently surpassed a key technical level of support and the 20-day moving average, indicating a bullish trend [1][5][6] Technical Analysis - The 20-day simple moving average is a widely used trading tool that helps smooth out price fluctuations and provides trend reversal signals, making it beneficial for short-term traders [2] - A stock trading above the 20-day moving average indicates a positive trend, while falling below it suggests a downward trend [3] Performance Metrics - CHRW has experienced a rally of 7.6% over the past four weeks, indicating positive momentum [5] - The company currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook but potential for upward movement [5] Earnings Estimates - There have been no downward revisions in earnings estimates for CHRW in the past two months, with five upward revisions noted, indicating positive sentiment among analysts [5] - The consensus earnings estimate for CHRW has also increased, further supporting the bullish outlook [5][6]

Core Viewpoint - Fox Corporation (FOX) is experiencing significant selling pressure, with a 20.3% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by analyst expectations of better earnings than previously predicted [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - FOX's current RSI reading is 24.78, suggesting that the heavy selling pressure may be exhausting itself, indicating a potential reversal in the stock's trend [5]. Group 2: Fundamental Analysis - Analysts have raised earnings estimates for FOX, with a 2.5% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation in the near term [7]. - FOX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [8].

Core Viewpoint - PNC Financial Services Group, Inc is showing potential as a bullish investment opportunity due to its recent technical movements and positive earnings estimate revisions [1][4]. Technical Analysis - PNC has crossed above the 20-day moving average, indicating a short-term bullish trend [1]. - The 20-day simple moving average is favored by traders for its ability to smooth out price fluctuations and provide trend reversal signals [2][3]. Earnings Estimates - In the past two months, there have been 8 upward revisions in earnings estimates for PNC, with no estimates decreasing, leading to an overall increase in the consensus estimate [4]. - This combination of positive earnings revisions and technical indicators suggests that PNC may experience further gains [4]. Performance Metrics - PNC has experienced a rally of 6.2% over the past four weeks and currently holds a Zacks Rank of 2 (Buy), indicating strong potential for continued upward movement [5].

Core Viewpoint - Fractyl Health, Inc. (GUTS) has experienced a significant decline of 77.6% in its stock price over the past four weeks, but it is now in oversold territory, suggesting a potential for a turnaround as analysts expect better earnings than previously predicted [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with readings below 30 typically signaling this condition [2]. - GUTS has an RSI reading of 24.79, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound [5]. - The RSI helps investors identify potential entry points for stocks that have fallen below their fair value due to excessive selling [3]. Group 2: Fundamental Indicators - Analysts covering GUTS have raised their earnings estimates for the current year, resulting in a 1.8% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - GUTS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a near-term turnaround [8].

Key Takeaways TJX to report Q4 results on Feb. 25, with revenues seen near $17.4 billion, up 6.4% Y/Y.Earnings per share are expected at $1.38, a 12.2% rise from the prior-year period.Higher wages, freight, shrink and tariff costs may pressure TJX's profitability in Q4.The TJX Companies, Inc. (TJX) is likely to register top and bottom-line growth when it reports fourth-quarter fiscal 2026 earnings on Feb. 25. The Zacks Consensus Estimate for quarterly revenues is pegged at $17.4 billion, which indicates a 6 ...

Key Takeaways VICI is set to post Q4 revenue growth of 4.08% and a 5.26% rise in AFFO per share.VICI's triple-net leases with CPI-linked escalations support stable, inflation-backed cash flows.VICI's income from sales-type leases and lease financing receivables is projected to rise year over year.VICI Properties Inc. (VICI) is slated to report fourth-quarter 2025 earnings results on Feb. 25, after the closing bell. Its quarterly results are expected to exhibit growth in revenues and adjusted funds from oper ...

For the quarter ended December 2025, Abbott (ABT) reported revenue of $11.46 billion, up 4.4% over the same period last year. EPS came in at $1.50, compared to $1.34 in the year-ago quarter.The reported revenue represents a surprise of -2.76% over the Zacks Consensus Estimate of $11.78 billion. With the consensus EPS estimate being $1.50, the EPS surprise was +0.2%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Eaton (ETN) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Eaton currently has an average brokerage recommendation (ABR) of 1. ...