Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies, Inc. (NYSE: HLIO) ("Helios†or the "Company†), a global leader in highly engineered motion control and electronic control technologies, announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years, beginning with the first quarter 1997. The dividend will be payable on January 21, 2026, to stockholders of record as of January 7 ...

Company Overview - ADT is part of the Industrial Products group, which consists of 187 companies and is currently ranked 11 in the Zacks Sector Rank [2] - ADT has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimate revisions [3] Performance Analysis - Year-to-date, ADT has returned approximately 17.2%, outperforming the average gain of 9.4% in the Industrial Products group [4] - In comparison, Helios Technologies has achieved a year-to-date return of 26.2% [4] Industry Context - ADT operates within the Security and Safety Services industry, which includes 17 companies and is currently ranked 44 in the Zacks Industry Rank [6] - The Security and Safety Services industry has seen an average gain of 18.1% year-to-date, indicating that ADT is slightly underperforming its industry [6] - Helios Technologies belongs to the Manufacturing - General Industrial industry, which has a current rank of 169 and has increased by 10.1% year-to-date [7]

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

Group 1 - Helios Technologies (HLIO) has outperformed its peers in the Industrial Products sector with a year-to-date performance of approximately 18.6%, compared to an average gain of 3.7% for the sector [4] - The Zacks Rank for Helios Technologies is currently 1 (Strong Buy), indicating strong analyst sentiment and a positive earnings outlook, with a 2.5% increase in the consensus estimate for full-year earnings over the past quarter [3] - The Manufacturing - General Industrial industry, to which Helios Technologies belongs, has seen an average gain of 7.1% this year, further highlighting HLIO's strong performance within its specific industry [5] Group 2 - Kennametal (KMT) is another stock in the Industrial Products sector that has outperformed, with a year-to-date return of 12.9% and a consensus EPS estimate increase of 31.5% over the past three months [4][5] - The Manufacturing - Tools & Related Products industry, which includes Kennametal, is ranked 28 and has experienced a decline of 2.2% this year, contrasting with the performance of Helios Technologies [6]

Core Viewpoint - Helios Technologies has appointed Jeremy Evans as the new Chief Financial Officer, succeeding Michael Connaway, effective immediately. This change is part of the company's strategy to enhance leadership and operational efficiency as it returns to year-over-year growth [2][3][4]. Company Leadership - Jeremy Evans has been with Helios for nearly two years and has demonstrated strong leadership and collaboration skills. He has played a significant role in strategic planning and has provided interim leadership across critical financial functions [3][4]. - Prior to his promotion, Evans served as Chief Accounting Officer and has over 25 years of experience in operational and financial management, including a role at Tech Data [3]. Company Strategy and Performance - Helios Technologies is focused on executing its strategy to improve operational efficiencies, strengthen working capital discipline, and optimize its portfolio to maximize returns on investments [4]. - The company is experiencing a return to year-over-year growth, reporting a 13% increase in sales in the third quarter of 2025 as demand continues to improve [4][11]. Company Overview - Helios Technologies is a global leader in motion control and electronic controls technology, serving diverse markets such as construction, agriculture, and energy. The company has a presence in over 90 countries and has consistently paid dividends since going public in 1997 [5].

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Core Viewpoint - Helios Technologies (HLIO) has shown a 7% increase in stock price over the past four weeks, with a mean price target of $67.33 indicating a potential upside of 26.8% from the current price of $53.12 [1] Price Targets and Analyst Estimates - The mean estimate consists of three short-term price targets with a standard deviation of $4.93, where the lowest estimate is $64.00 (20.5% increase) and the highest is $73.00 (37.4% increase) [2] - A low standard deviation among price targets suggests a strong agreement among analysts regarding the stock's price movement [9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about HLIO's earnings prospects, as indicated by a positive trend in earnings estimate revisions [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 2.5%, with one estimate moving higher and no negative revisions [12] - HLIO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Solely relying on consensus price targets for investment decisions may not be wise, as analysts' ability to set unbiased targets has been questioned [3][7] - Price targets should be treated with skepticism, as they can often mislead investors [10]

Core Insights - Helios Technologies experienced a year-over-year sales increase in Q3, but the market reacted negatively due to concerns about future momentum and margin sustainability [1] - The Electronics segment, particularly Enovation Controls, showed strong performance, with management attributing results to renewed go-to-market strategies and higher customer engagement [1] - CEO Sean Bagan described the quarter as a "turning point," while acknowledging the impact of a goodwill write-down related to the i3PD acquisition and ongoing portfolio adjustments [1] Financial Performance - Revenue for Q3 was $220.3 million, exceeding analyst estimates of $212.5 million, representing a 13.3% year-on-year growth and a 3.7% beat [6] - Adjusted EPS was $0.72, beating analyst estimates of $0.66 by 9.8% [6] - Adjusted EBITDA was $45.1 million, with a margin of 20.5%, surpassing analyst estimates of $42.36 million by 6.5% [6] - Revenue guidance for Q4 is $197 million at the midpoint, which is below analyst estimates of $201.2 million [6] - Full-year Adjusted EPS guidance was raised to $2.47 at the midpoint, reflecting a 2.7% increase [6] - Operating margin decreased to 0.6% from 11.4% in the same quarter last year [6] - Organic revenue rose 12% year-on-year, exceeding analyst estimates of 7.5% growth by 454.1 basis points [6] - Market capitalization stands at $1.80 billion [6] Analyst Insights - Christopher Moore from CJS Securities inquired about recent commercial wins, with CEO Bagan highlighting new contracts in hydraulics and electronics, including a significant AGCO win [6] - Bagan noted that achieving mid-20% margins requires higher sales volumes and cost discipline, emphasizing the need for a healthier mix and operational leverage [6] - Jeffrey Hammond from KeyBanc Capital Markets asked about the recreational vehicle market, with Bagan stating that retail demand is steady and channel inventory levels have normalized [6] - Joseph Grabowski from Baird raised questions about unusual items in the Electronics segment, to which Bagan acknowledged that approximately $3 million of Q4 sales were pulled into Q3, but underlying demand remains strong [6] - Jon Braatz from Kansas City Capital questioned the i3PD goodwill impairment, with CFO Jeremy Evans explaining that engineering resources have been redeployed to core projects [6]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing, highlighting that while price momentum can be profitable, it requires strong fundamentals to maintain that momentum [1][2]. Group 1: Stock Performance - Helios Technologies (HLIO) has shown a solid price increase of 5.3% over the past 12 weeks, indicating investor confidence in its potential upside [4]. - Over the last four weeks, HLIO's price has increased by 15.1%, suggesting that the upward trend is still intact [5]. - HLIO is currently trading at 91.9% of its 52-week high-low range, indicating a potential breakout [6]. Group 2: Fundamental Strength - HLIO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. - The Zacks Rank system has a strong historical performance, with Rank 1 stocks generating an average annual return of +25% since 1988 [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to sustain their recent uptrends [3]. - In addition to HLIO, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8]. - The article encourages investors to utilize various Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [8].