Group 1 - AT&T's Chief Technology Officer, Jeremy Legg, discussed his role and priorities for the company in 2025 during the KeyBanc Technology Leadership Forum [2][6]. - Legg transitioned to AT&T from the Time Warner merger, where he served as CTO, and now oversees all technology aspects at AT&T except for last-mile operations [7]. - The focus of Legg's group includes network architecture, while the operational aspects of building infrastructure are managed by other teams [7].

Core Insights - American Axle & Manufacturing Holdings (AXL) reported second-quarter 2025 adjusted earnings of 21 cents per share, exceeding the Zacks Consensus Estimate of 13 cents, and up from 19 cents in the same quarter last year [1][8] - The company generated quarterly revenues of $1.54 billion, surpassing the Zacks Consensus Estimate of $1.51 billion, although this represents a 5.5% decline year-over-year [1][8] Segment Performance - The Driveline segment recorded sales of $1.08 billion, down 3.7% year-over-year, but exceeded the estimate of $1.05 billion, with adjusted EBITDA of $148.9 million, a 2% decline year-over-year, yet above the estimate of $139.4 million [2] - The Metal Forming business generated revenues of $598.4 million, an 8.4% decrease from the previous year, missing the estimate of $609.9 million, with adjusted EBITDA of $53.3 million, down 5.8% year-over-year, but beating the estimate of $41.1 million [3] Financial Position - SG&A expenses for the second quarter totaled $100.8 million, down from $105.2 million in the prior year [4] - Net cash provided by operating activities was $91.9 million, a decrease from $142.8 million year-over-year [4] - Capital spending increased to $52.9 million from $46.6 million in the same quarter last year [4] - Free cash flow for the quarter was $39 million, down from $96.2 million in the year-ago period [5] - As of June 30, 2025, cash and cash equivalents stood at $586.5 million, up from $552.9 million at the end of 2024, while net long-term debt increased to $2.60 billion from $2.58 billion [5] Revised Outlook for 2025 - AXL revised its 2025 revenue guidance to a range of $5.75-$5.95 billion, up from the previous range of $5.65-$5.95 billion [6] - Adjusted EBITDA is now estimated to be between $695-$745 million, revised from the prior guidance of $665-$745 million [6] - Adjusted free cash flow is anticipated to be between $175 million and $215 million, up from the previous target of $165-$215 million [6] Zacks Rank & Comparisons - AXL currently holds a Zacks Rank 3 (Hold) [7] - Other better-ranked stocks in the auto sector include Ferrari N.V. (RACE), PHINIA Inc. (PHIN), and Modine Manufacturing Company (MOD), each with a Zacks Rank 1 (Strong Buy) [7]

Core Insights - Genpact Limited reported strong second-quarter 2025 results, exceeding Zacks Consensus Estimates for both earnings and revenues, leading to a 4.4% stock rally post-earnings release [1] Financial Performance - For Q2 2025, Genpact's adjusted EPS was $0.88, surpassing the consensus estimate by 3.5% and reflecting an 11.4% year-over-year growth [3][7] - Revenues reached $1.25 billion, beating the consensus mark by 2% and increasing 6.7% from the previous year [3][7] Revenue Breakdown - Data-Tech-AI services revenues, accounting for 48% of total revenues, grew 9.7% year-over-year to $599 million, exceeding estimates [4] - Digital Operations services revenues, making up 52% of total revenues, rose 4% year-over-year to $655 million, also beating estimates [4] Operational Metrics - Adjusted income from operations was $217 million, a 9.5% increase year-over-year, with an operating income margin of 17.3% remaining flat [5] - Cash and cash equivalents at the end of the quarter were $648.6 million, down from $663.3 million in the prior quarter, with long-term debt at $1.2 billion [5] Cash Flow and Shareholder Returns - The company generated $183.7 million in cash from operating activities, with capital expenditures of $22 million [6] - Genpact returned $54.83 million in dividends and repurchased shares worth $30 million [6] Guidance - For Q3 2025, Genpact expects adjusted EPS in the range of $0.89 to $0.90, with the full year EPS anticipated between $3.51 and $3.58 [3][8] - Revenue guidance for Q3 is set between $1.26 billion and $1.27 billion, with full-year revenues projected between $4.96 billion and $5.05 billion [8]

Core Viewpoint - The Sable Offshore Corp. is facing a class action lawsuit due to alleged misrepresentations regarding its oil production activities during a secondary public offering (SPO) period, which has led to significant stock price declines [1][3][4]. Company Overview - Sable Offshore operates as an independent oil and gas company and conducted a secondary public offering on May 21, 2025, issuing 10 million shares at $29.50 per share, raising $295 million [2][3]. Allegations and Events - The lawsuit claims that Sable Offshore and its executives misrepresented the status of oil production off the California coast, stating that operations had restarted when they had not [3]. - A letter from California's Lieutenant Governor on May 23, 2025, indicated that Sable's press release mischaracterized its activities, which led to a stock price drop of over 15% [4]. - On June 4, 2025, it was revealed that a court had granted temporary restraining orders preventing Sable from restarting oil transportation, causing further declines in stock price [5]. Legal Process - Investors who purchased Sable Offshore securities during the class period can seek to be appointed as lead plaintiff in the class action lawsuit, which allows them to represent the interests of all affected investors [6]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [7][8].

Upstart Holdings Inc. UPST stock is trading lower on Monday.Over the last month, the stock has been down almost 13% as per data from Benzinga Pro.Check the latest UPST price here.On Monday, Upstart said it will offer $500 million of convertible senior notes due 2032 in a private offering.Upstart also expects to grant the initial purchasers of the notes an option to purchase up to an additional $75 million of notes.The notes will be senior, unsecured obligations of Upstart and will bear interest payable semi ...

Micron stock is getting more profitable, but where's all the cash?Micron (MU 3.22%) updated investors this morning with new guidance for its fiscal Q4 2025, which is currently underway.Shares of the semiconductor stock jumped 2.5% through 12:15 p.m. ET in response. What's Micron earning in Q4?Previously, Micron had told investors it would collect $10.7 billion in Q4 revenue, plus or minus $300 million -- so $11 billion max. Now, the company says it will beat that number, aiming for $11.2 billion, and potent ...

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of buying high and hoping to sell even higher [1] - The Zacks Momentum Style Score helps investors identify stocks with strong momentum by focusing on price changes and earnings estimate revisions [2][3] Group 2: Bancolombia (CIB) Performance - Bancolombia currently holds a Momentum Style Score of A and a Zacks Rank of 1 (Strong Buy) [4][12] - Over the past week, CIB shares increased by 0.05%, while the Zacks Banks - Foreign industry declined by 2.3% [6] - In the last quarter, CIB shares rose by 13.24%, and over the past year, they increased by 49.03%, outperforming the S&P 500's gains of 13.18% and 21.49% respectively [7] Group 3: Trading Volume and Earnings Outlook - CIB's average 20-day trading volume is 308,461 shares, indicating a bullish sign if the stock price rises with above-average volume [8] - In the past two months, two earnings estimates for CIB moved higher, increasing the consensus estimate from $6.30 to $6.60 [10]

Core Viewpoint - Westrock Coffee Company (WEST) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in determining stock price movements, as there is a strong correlation between earnings estimate revisions and near-term stock performance [4][6]. - Rising earnings estimates for Westrock Coffee indicate an improvement in the company's underlying business, which is expected to positively influence its stock price [5][10]. Zacks Rating System - The Zacks Rank stock-rating system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - The upgrade of Westrock Coffee to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9][10]. Earnings Estimate Revisions for Westrock Coffee - For the fiscal year ending December 2025, Westrock Coffee is expected to earn -$0.28 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Westrock Coffee has increased by 3.4%, indicating a positive trend in earnings expectations [8].

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Armstrong World Industries (AWI) currently holding a Momentum Style Score of B [2] Group 2: Zacks Rank and Performance - AWI has a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [3] - Stocks rated Zacks Rank 1 and 2 with Style Scores of "A or B" have historically outperformed the market over the following month [3] Group 3: Recent Price Performance - AWI shares have increased by 11.85% over the past week, while the Zacks Building Products - Miscellaneous industry has decreased by 3.95% [6] - Over the past month, AWI's price change is 12.03%, compared to the industry's 3.99% [6] - In the last three months, AWI shares rose by 17.56%, and over the past year, they increased by 57.02%, outperforming the S&P 500's gains of 13.18% and 21.49% respectively [7] Group 4: Trading Volume - AWI's average 20-day trading volume is 431,771 shares, which serves as a bullish indicator when combined with rising stock prices [8] Group 5: Earnings Estimates - Over the past two months, three earnings estimates for AWI have been revised upwards, increasing the consensus estimate from $6.99 to $7.21 [10] - For the next fiscal year, three estimates have also moved higher, with no downward revisions [10] Group 6: Conclusion - Given the positive momentum indicators and earnings outlook, AWI is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [12]

Core Viewpoint - DigitalOcean Holdings, Inc. (DOCN) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is centered around the changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts for the current and following years [2]. - A strong correlation exists between changes in earnings estimates and near-term stock price movements, making the Zacks rating system valuable for investors [3][5]. Impact of Institutional Investors - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [5]. DigitalOcean's Earnings Outlook - The recent upgrade for DigitalOcean reflects an improvement in its underlying business, with rising earnings estimates expected to drive the stock price higher [6]. - DigitalOcean is projected to earn $2.02 per share for the fiscal year ending December 2025, with a 2.7% increase in the Zacks Consensus Estimate over the past three months [9]. Zacks Rank System Performance - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - DigitalOcean's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].