Upbound Group (UPBD) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.12%. A quarter ago, it was expected that this company that leases furniture and appliances with an option to buy would post earnings of $0.98 per share when it actually produced earnings of $1, delivering a surpri ...

UL Solutions Inc. (ULS) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +15.22%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.56, delivering a surprise of +19.15%.Over the last four quarters, the compa ...

Key Takeaways Qualys appears better positioned than Zscaler due to steadier growth and a lower valuation.ZS posted 26% Q1 revenue growth but faces gross margin pressure from newer AI-driven products.QLYS' Q4 revenues grew 10%. Qualys is expanding globally while trading at a lower forward sales multiple.Zscaler, Inc. (ZS) and Qualys, Inc. (QLYS) are two important players in cybersecurity, both helping enterprises protect their systems. Their products differ, but they compete in vulnerability management — a f ...

Core Insights - Salesforce, Inc. (CRM) is focusing on its Agentforce platform to rejuvenate revenue growth, which has recently slowed to single digits after years of strong double-digit increases [1][10] Revenue Growth - In fiscal 2026, Salesforce's revenue growth rates for the first three quarters were 7.6%, 9.8%, and 8.6% year over year [1] - The Zacks Consensus Estimate predicts revenue growth of 9.5% and 10.7% for fiscal 2026 and 2027, respectively [5] Agentforce and AI Integration - Salesforce is developing a broader ecosystem centered on artificial intelligence (AI), data, and collaboration, with Agentforce as a key component [2] - The Agentforce platform, combined with Data Cloud, generated $1.4 billion in recurring revenues in Q3 of fiscal 2026, marking a 114% year-over-year increase [3] - Agentforce alone contributed $540 million in recurring revenues, reflecting a 330% year-over-year growth [3] Booking Trends - Salesforce reported a current remaining performance obligation of $29.4 billion at the end of Q3 fiscal 2026, an 11% increase year over year, driven by larger deals and early renewals [4][10] - Over 50% of Agentforce deals originated from existing clients, indicating effective cross-selling of AI features [4] Competitive Landscape - Microsoft and ServiceNow are also advancing AI automation in the enterprise market, with Microsoft integrating AI features into Dynamics 365 and ServiceNow deploying AI tools for IT service management [6][7] Valuation and Performance - Salesforce's shares have decreased by 40.9% over the past year, compared to a 17.1% decline in the Zacks Computer – Software industry [8] - The company trades at a forward price-to-earnings ratio of 14.37, significantly lower than the industry average of 21.96 [12] - Earnings estimates for fiscal 2026 and 2027 suggest year-over-year increases of approximately 15.3% and 10.4%, respectively, with recent upward revisions [15]

Madrigal (MDGL) came out with a quarterly loss of $2.57 per share versus the Zacks Consensus Estimate of $0.04. This compares to a loss of $2.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7,442.86%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $1.98 per share when it actually produced a loss of $5.08, delivering a surprise of -156.57%.Over the last four quarters, the company has ...

Etsy (ETSY) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.31%. A quarter ago, it was expected that this online crafts marketplace would post earnings of $0.52 per share when it actually produced earnings of $0.63, delivering a surprise of +21.15%.Over the last four quarters, the ...

Pool Corp. (POOL) came out with quarterly earnings of $0.84 per share, missing the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -15.15%. A quarter ago, it was expected that this distributor of supplies for swimming pools would post earnings of $3.38 per share when it actually produced earnings of $3.39, delivering a surprise of +0.3%.Over the la ...

Wayfair (W) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to a loss of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +32.65%. A quarter ago, it was expected that this online home goods retailer would post earnings of $0.46 per share when it actually produced earnings of $0.7, delivering a surprise of +52.17%.Over the last four quarters, the c ...

N-able (NABL) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.84%. A quarter ago, it was expected that this provider of cloud-based software services would post earnings of $0.09 per share when it actually produced earnings of $0.13, delivering a surprise of +44.44%.Over the last fo ...

Key Takeaways XLI is up 12.8% YTD as industrial stocks gain on improving economic visibility.Kaiser Aluminum expects 142.6% earnings growth this year, with estimates up 3.8% in 60 days.CENX projects 312.3% earnings growth next year, estimates jumped 42.1% in 60 days.Industrial stocks have enjoyed a solid start to 2026, supported by improving economic visibility and renewed investor appetite for cyclical sectors. The State Street Industrial Select Sector SPDR ETF (XLI) has advanced 12.8% year to date, reflec ...