A strong stock as of late has been Labcorp Holdings (LH) . Shares have been marching higher, with the stock up 0.5% over the past month. The stock hit a new 52-week high of $283.47 in the previous session. Labcorp has gained 22.1% since the start of the year compared to the -2% move for the Zacks Medical sector and the -0.6% return for the Zacks Medical Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus ...

Wall Street analysts expect Progress Software (PRGS) to post quarterly earnings of $1.30 per share in its upcoming report, which indicates a year-over-year increase of 3.2%. Revenues are expected to be $240.35 million, up 34.5% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ah ...

Shares of Corning (GLW) have been strong performers lately, with the stock up 20.2% over the past month. The stock hit a new 52-week high of $81.02 in the previous session. Corning has gained 70.5% since the start of the year compared to the 22.6% gain for the Zacks Computer and Technology sector and the 63.1% return for the Zacks Communication - Components industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimat ...

In its upcoming report, Jefferies (JEF) is predicted by Wall Street analysts to post quarterly earnings of $0.79 per share, reflecting an increase of 5.3% compared to the same period last year. Revenues are forecasted to be $1.89 billion, representing a year-over-year increase of 12.4%.The consensus EPS estimate for the quarter has been revised 21.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates duri ...

The upcoming report from Vail Resorts (MTN) is expected to reveal quarterly loss of -$4.78 per share, indicating a decline of 2.4% compared to the year-ago period. Analysts forecast revenues of $269.98 million, representing an increase of 1.7% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a company's earnings ...

Key Takeaways PayPal trades at 11.93X P/E, below its three-year average and far under industry and peer multiples.Earnings estimates show 12.5% growth for 2025 and 10.6% for 2026, signaling improving fundamentals.New AI partnerships, PayPal World and Venmo's strong growth highlight long-term expansion drivers.PayPal Holdings (PYPL) is currently trading at a valuation that looks hard to ignore. With a price-to-earnings (P/E) multiple of 11.93, the stock sits well below its three-year historical average of 15 ...

Core Viewpoint - Realty Income (O) has achieved an 11.6% year-to-date gain, leading to discussions about its valuation and whether it is a good time for investment [1][8] Performance Summary - Realty Income has outperformed peers in the free-standing retail space, including Agree Realty Corporation (ADC) and NNN REIT, Inc. (NNN), while also surpassing the broader Zacks REIT and Equity Trust - Retail industry, although it lags behind the S&P 500 composite [1][8] Growth and Expansion - The company is expanding in the U.S. and Europe, which supports its long-term growth outlook, and a recent dividend increase has positively impacted investor sentiment [2][8] - Realty Income owns over 15,600 properties across the U.S. and Europe, with a tenant mix focused on non-discretionary retail and service categories, contributing to stable cash flows [4][10] - The company has a disciplined acquisition strategy, maintaining a historical median occupancy rate of 98.3%, with current occupancy at 98.6% as of June 30, 2025 [5][10] Financial Strength - Realty Income has $5.1 billion in liquidity and maintains investment-grade credit ratings, with a dividend yield of 5.47% [10][18] - The company has increased its dividend for 112 consecutive quarters, with the most recent hike being its 132nd since its 1994 listing [10][18] Valuation Insights - Realty Income's stock is trading at a forward 12-month price-to-FFO of 13.53X, which is below the retail REIT industry average of 15.05X but above its one-year median of 13.15X [15] - The valuation is relatively favorable compared to Agree Realty Corporation, which trades at 15.89X, while NNN trades at 11.91X [15] Investment Outlook - Realty Income is recognized as a leading dividend-focused REIT, valued for its consistent payouts and long-term growth profile, with a diversified tenant base providing resilience during economic uncertainty [17][18] - The company’s strategic expansion in Europe and strong financial position suggest a solid foundation for long-term growth, although new investors may exercise caution until market conditions stabilize [18]

Core Insights - Medtronic plc (MDT) has received FDA approval for the Altaviva device, a minimally invasive implantable tibial neuromodulation therapy aimed at treating urge urinary incontinence, marking a significant advancement in bladder control therapies [1][9] - The introduction of the Altaviva device positions MDT as the only company with a comprehensive portfolio of neuromodulation therapies for bladder control symptoms, which is expected to enhance revenue growth and improve stock performance [3][4] Company Developments - The Altaviva device features a 15-year battery life, quick recharging capabilities, and is MRI-compatible, making it a patient-friendly option for those suffering from urge urinary incontinence [6][9] - Medtronic's market capitalization stands at $121.80 billion, with a projected revenue growth of 6.8% for fiscal 2026 compared to fiscal 2025 [4] - The company has consistently outperformed earnings expectations in the past four quarters, with an average surprise of 2.20% [4] Industry Context - Bladder control issues affect approximately 43 million U.S. adults, with nearly 16 million experiencing urge urinary incontinence, indicating a substantial market for the Altaviva device [10] - The global urinary incontinence therapeutics market is expected to grow at a CAGR of 4.0% from 2024 to 2030, driven by an aging population and increased awareness [10]

Key Takeaways Altria signed an MOU with KT&G to collaborate on oral nicotine, wellness and tobacco efficiency.The deal includes pouch expansion, ASF stake purchase and potential U.S. wellness entry.The partnership aims to strengthen Altria's smoke-free growth and KT&G's global expansion.Altria Group, Inc. ((MO) has entered into a global memorandum of understanding ("MOU") with KT&G Corporation (KT&G), a leading South Korean tobacco and consumer goods company. The agreement lays the groundwork for collaborat ...

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) has experienced a stock return of -5.6% over the past month, underperforming the Zacks S&P 500 composite's +3.1% and the Zacks Medical - Instruments industry's -5.4% [1] Earnings Estimate Revisions - The consensus earnings estimate for the current quarter is $1.99 per share, reflecting a year-over-year increase of +8.2% [4] - The consensus earnings estimate for the current fiscal year is $8.17, indicating a year-over-year change of +11.3%, remaining unchanged over the last 30 days [4] - For the next fiscal year, the consensus earnings estimate is $9.18, representing a +12.4% change from the previous year, with a slight decrease of -0.2% over the past month [5] - Intuitive Surgical has a Zacks Rank 4 (Sell), indicating potential underperformance in the near term due to recent changes in earnings estimates [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $2.41 billion, showing a year-over-year increase of +18.2% [10] - For the current fiscal year, the sales estimate is $9.78 billion, indicating a +17.1% change, while the next fiscal year's estimate is $11.14 billion, reflecting a +14% change [10] Last Reported Results and Surprise History - In the last reported quarter, Intuitive Surgical generated revenues of $2.44 billion, a year-over-year increase of +21.4%, with an EPS of $2.19 compared to $1.78 a year ago [11] - The company reported a revenue surprise of +3.93% compared to the Zacks Consensus Estimate and an EPS surprise of +14.06% [11] - Intuitive Surgical has consistently beaten consensus EPS estimates in the last four quarters and topped revenue estimates three times during this period [12] Valuation - Intuitive Surgical is graded D on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]