Bread Financial (BFH) Surges 12.7%: Is This an Indication of Further Gains?

Company Overview - Bread Financial Holdings (BFH) shares increased by 12.7% to $48.28, following a broader market rally after President Trump's announcement of a 90-day pause on reciprocal tariffs for most countries [1] - The stock had previously experienced a 10.1% decline over the past four weeks [1] Earnings Expectations - For the upcoming quarterly report, Bread Financial is expected to post earnings of $2.08 per share, reflecting a year-over-year decrease of 23.8% [2] - Revenue projections stand at $957.76 million, which is a 3.4% decline compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Bread Financial has been revised down by 12.4% over the last 30 days [4] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, indicating potential caution for future stock performance [4] Industry Context - Bread Financial operates within the Zacks Financial - Miscellaneous Services industry, where Applied Digital Corporation (APLD) also resides [4] - APLD's shares rose by 8.7% to $5.52, but the company has seen a 20.3% decline over the past month [4] - APLD's consensus EPS estimate remains unchanged at -$0.11, which is a 78.9% improvement compared to the previous year [5]