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Southwest Gas (SWX) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2025-06-27 14:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The Z ...
Can Sterling Continue to Maintain Its 29% EPS Growth in 2025?
ZACKS· 2025-06-27 14:46
Key Takeaways STRL raised 2025 EPS guidance to $8.40-$8.90, projecting up to 25.5% year-over-year growth. EPS estimates rose to $8.61 for 2025, reflecting 41.2% growth on robust data center project momentum. E-Infrastructure backlog hit $1.2B, with 65% tied to data centers and total backlog reaching $2.13B.Sterling Infrastructure, Inc. (STRL) has shifted its focus toward large-scale mission-critical projects, including data centers, which are proving incremental for its bottom line and revenue visibility. ...
Acuity's Stock Rises on Q3 Earnings & Sales Beat, Margins Up Y/Y
ZACKS· 2025-06-27 14:46
Core Insights - Acuity Inc. (AYI) reported strong third-quarter results for fiscal 2025, with adjusted earnings and net sales exceeding expectations and showing year-over-year growth [1][3][9] Financial Performance - Adjusted earnings per share (EPS) reached $5.12, surpassing the Zacks Consensus Estimate of $4.42 by 15.8% and increasing 23% from the previous year's EPS of $4.15 [3][9] - Net sales totaled $1.18 billion, exceeding the consensus estimate of $1.14 billion by 3% and improving 21.7% from the prior-year quarter [3][9] Segment Performance - The Acuity Brands Lighting segment, which accounts for the majority of sales, saw a 2.7% increase in quarterly sales to $923.2 million, above the estimate of $912.6 million [3] - Acuity Intelligent Spaces generated net sales of $264.1 million, a significant increase of 248.9% year over year, exceeding the estimate of $233.5 million [5][9] - Adjusted operating profit for Acuity Intelligent Spaces was $62.3 million, up 260.1% from the year-ago period [6] Operating Highlights - Adjusted operating profit increased 32.7% year over year to $221.7 million, with an adjusted operating margin of 18.8%, up 150 basis points [7] - Adjusted EBITDA rose 31.3% to $236.3 million, with an adjusted EBITDA margin expanding 140 basis points to 20% [7] Cash Flow and Shareholder Returns - As of the fiscal third quarter, cash and cash equivalents were $371.8 million, down from $845.8 million at the end of fiscal 2024 [10] - The company repurchased nearly 0.3 million shares for $90 million during the first nine months of fiscal 2025, with 3.4 million shares remaining in the repurchase program [11] - The quarterly dividend was increased by 13% to 17 cents per share, equating to 68 cents annually [11] Guidance - Acuity reaffirmed its fiscal 2025 guidance, expecting net sales between $4.3 billion and $4.5 billion and adjusted EPS in the range of $16.50-$18.00, indicating growth from fiscal 2024 [12]
LTRX Solution Used by Tier-1 Operator for Managing Cell Site Generator
ZACKS· 2025-06-27 14:46
Key Takeaways LTRX enables digital transformation of backup power at wireless sites using its IoT Edge solutions. The FOX Series and Percepxion platform offer scalable, vendor-agnostic generator monitoring. Expanded oversight includes HVAC, battery banks and power metrics for full site visibility.Lantronix, Inc. (LTRX) has announced a multi-year agreement with a Tier-1 U.S. mobile network operator. The collaboration will enable the digital transformation of more than 50,000 backup power systems at wireles ...
Terreno Realty Executes Lease in CA, Sees Healthy Demand
ZACKS· 2025-06-27 14:46
Key Takeaways TRNO signed a 103K sq ft lease in Redondo Beach, set to begin in stages from July to October 2025. The lessee is a provider of in-space mobility; the lease runs through October 2035. In Q1 2025, TRNO's cash rents on new and renewed leases surged 34.2% with a 71.7% retention ratio.Terreno Realty (TRNO) recently announced the execution of a 103,000 square feet lease in Redondo Beach, CA. The new lease is scheduled to commence in stages between July and October 2025, and slated for expiry in Oc ...
U.S.-Based Rare Earth Stock Sits Out Trade Deal Rally
Schaeffers Investment Research· 2025-06-27 14:43
Shares of MP Materials Corp (NYSE:MP), the U.S.’ leading rare-earths producer, are down 7% to trade at $33.45 at last check after the U.S.-China trade deal. China accounts for a large portion of the globe's rare earth mining, and more importantly, 90% of rare earth processing capacity globally, which is why MP Materials stock enjoyed tailwinds from tariffs against the country. On the charts, the shares are pulling back from a June 18, two-year high of $39.10. Today's drop has the equity falling below the 10 ...
Oracle vs. Intuit: Which Enterprise Software Giant Should You Bet On?
ZACKS· 2025-06-27 14:41
Key Takeaways Oracle and Intuit represent different AI-driven approaches to enterprise software markets. ORCL's cloud revenues surged 27% but face capacity constraints requiring $25B capex investment. INTU offers superior upside potential with 77% recurring revenues and expanding SMB market focus.Two enterprise software giants are commanding investor attention as artificial intelligence reshapes the business solutions landscape. Oracle (ORCL) , the database and cloud infrastructure stalwart, and Intuit (I ...
Here's Why It is Worth Investing in Kennametal Stock Now
ZACKS· 2025-06-27 14:41
Key Takeaways KMT expects revenue growth in aerospace and defense on rising build rates and defense spending. KMT invested in Toolpath Labs to boost its AI-powered digital manufacturing capabilities. KMT's 2025 EPS estimate rose 24% in 60 days, signaling improving earnings momentum.Kennametal Inc. (KMT) is poised to gain from the solid momentum in its end markets, strong product portfolio, product innovations and a sound capital-deployment strategy. The company remains focused on investing in growth oppor ...
Are Medical Stocks Lagging CVS Health (CVS) This Year?
ZACKS· 2025-06-27 14:41
For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has CVS Health (CVS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.CVS Health is a member of our Medical group, which includes 996 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 1 ...
Is Kemper (KMPR) Stock Undervalued Right Now?
ZACKS· 2025-06-27 14:41
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use a variety of methods, incl ...