Core Insights - Hims & Hers Health, Inc. (HIMS) is focused on democratizing access to personalized healthcare, particularly in underserved areas, with a subscriber base of 2.4 million and nearly 1,500 licensed providers by Q2 2025 [1][7] - The company is expanding into hormonal health, targeting menopause and low testosterone, which presents a significant market opportunity in the U.S. [2][7] - International expansion through the acquisition of ZAVA enhances Hims & Hers' presence in Europe, gaining access to over 1.3 million patients, with plans to enter Canada in 2026 [3][7] Market Performance - Hims & Hers shares have increased by 86.5% year-to-date, outperforming the industry growth of 23.5% [6] - The forward 12-month price-to-sales (P/S) ratio for HIMS is 3.8X, lower than the industry average of 5.8X but higher than its three-year median of 2.4X [8] Financial Estimates - The Zacks Consensus Estimate for HIMS' earnings per share in 2025 indicates a 137% improvement from 2024 [9] - Current consensus estimates for HIMS' earnings per share are 0.12 for Q3 2025, 0.14 for Q4 2025, 0.64 for the current year, and 0.89 for the next year [12]

Core Insights - Best Buy Co Inc (NYSE:BBY) stock increased by 4.2% to $74.78 following the launch of a new third-party digital marketplace, which has significantly expanded product offerings [1] - The stock is facing resistance around the $75 level, which has historically rejected rallies since mid-March, and it is attempting to close above the 150-day trendline for the first time since February [2] - Year-to-date, the stock has declined by 12% [2] Options Activity - There has been a notable increase in call options trading, with 9,130 calls exchanged today, which is four times the average call volume, compared to only 1,587 puts [3] - The most popular call option is the weekly 8/22 74-strike call, followed by the 72-strike call, with new positions being opened at the former [3] - Over the past 10 weeks, calls have been more popular than usual, with a 50-day call/put volume ratio of 1.62, ranking higher than 94% of readings from the past year [4] Short Interest - Short interest in Best Buy has been rising, now representing 7.8% of the stock's available float, indicating a potential bearish sentiment among some investors [4] - It would take over four days for shorts to cover their positions at the average trading pace of Best Buy [4]

Palantir (NASDAQ: PLTR ) continues its meteoric rise, with the latest Q2 earnings showing that maybe, just maybe, this company truly is worth the price.The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by tra ...

Retail Sector Overview - The retail sector has demonstrated significant resilience despite rising prices and inflation, with retail sales increasing by 0.5% in July after a 0.9% rise in June, and a year-over-year increase of 3.9% [1][3] - The growth in July was primarily driven by a 1.6% increase in motor vehicle sales at auto dealerships, following a 1.4% rise in the previous month [3] Online and Specific Retail Sales - Online sales rose by 0.8% in July, building on a 0.9% increase in June, while clothing stores and furniture outlets saw sales increases of 0.7% and 1.4%, respectively [4] - Households are reportedly spending less and saving more due to concerns over a weak labor market and potential inflation from tariffs [4] Impact of Tariffs and Federal Reserve Policy - Tariffs imposed by the Trump administration have contributed to rising prices, which in turn have influenced retail sales positively, potentially leading the Federal Reserve to maintain interest rates at 4.25-4.5% for an extended period [5] - Despite a hawkish stance, some Federal Reserve officials have indicated plans for two 25-basis-point rate cuts before year-end, with markets pricing in an 83.1% chance of a cut in September, which would benefit the retail sector and the economy overall [6] Selected Retail Stocks - Four retail stocks are highlighted for investment: Levi Strauss & Co. (LEVI), Walmart, Inc. (WMT), Dutch Bros Inc. (BROS), and Wayfair Inc. (W), all of which have seen positive earnings estimate revisions in the past 60 days and carry favorable Zacks Ranks [2][10] Levi Strauss & Co. - Levi Strauss & Co. has an expected earnings growth rate of 4% for the current year, with a Zacks Consensus Estimate improvement of 5.7% over the past 60 days, and holds a Zacks Rank 1 [8] Walmart - Walmart's expected earnings growth rate for the current year is also 4%, with a 0.4% improvement in the Zacks Consensus Estimate over the past 60 days, and it holds a Zacks Rank 2 [11] Dutch Bros Inc. - Dutch Bros Inc. is projected to have a 34.7% earnings growth rate next year, with an 8.2% improvement in the current-year earnings estimate over the past 60 days, and carries a Zacks Rank 2 [12] Wayfair Inc. - Wayfair Inc. is expected to see earnings growth of over 100% for the current year, with the Zacks Consensus Estimate improving by more than 100% in the past 60 days, and holds a Zacks Rank 2 [14]

Core Insights - Medtronic plc (MDT) reported first-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.26, a 2.4% increase year-over-year, surpassing the Zacks Consensus Estimate by 2.4% [1][10] - The company's worldwide revenues for the quarter reached $8.58 billion, reflecting an 8.3% year-over-year increase and exceeding the Zacks Consensus Estimate by 2.5% [3][10] Revenue Breakdown - Cardiovascular segment revenues grew 7% organically to $3.23 billion, with Cardiac Rhythm & Heart Failure sales increasing 9.1% to $1.71 billion [5] - Medical Surgical revenues totaled $2.08 billion, up 2.4% year-over-year organically, with Surgical & Endoscopy revenues at $1.61 billion [6] - Neuroscience revenues reached $2.42 billion, a 3.1% organic increase, while Diabetes revenues rose 7.9% to $721 million [7] Margin Performance - Gross margin contracted by 10 basis points to 65% due to an 8.7% rise in the cost of revenues [8] - Adjusted operating margin expanded by 81 basis points year-over-year to 23.8% [8] Fiscal 2026 Outlook - Medtronic raised its full-year EPS outlook to $5.60-$5.66, with organic revenue growth projected at 5% [10][11] - The Zacks Consensus Estimate for fiscal 2026 worldwide revenues is $35.29 billion, indicating a 5.2% growth from the previous year [12] Strategic Developments - The company announced the addition of two independent directors and the formation of two special board committees focused on growth and operations, which may introduce short-term uncertainty [2]

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.The research service features 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, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zack ...

Group 1 - Zacks Premium offers tools for investors to enhance their stock market confidence and knowledge, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [2][10] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score evaluates a company's future prospects through projected earnings and cash flow [4] - The Momentum Score identifies trends in stock prices and earnings estimates to optimize entry points for investments [5] - The VGM Score combines the three Style Scores to highlight stocks with the best overall value, growth, and momentum [6] Group 2 - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist investors in building successful portfolios, with 1 (Strong Buy) stocks yielding an average annual return of +23.75% since 1988 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10] - Jacobs Solutions Inc. is highlighted as a stock to watch, currently holding a 3 (Hold) Zacks Rank and a VGM Score of B, with a Momentum Style Score of B and a 7% increase in shares over the past four weeks [12][13][14] - Jacobs Solutions has seen upward revisions in earnings estimates, with the Zacks Consensus Estimate increasing by $0.04 to $6.05 per share for fiscal 2025 [13]

Company Overview - Array Technologies, Inc. is a biopharmaceutical company based in Boulder, CO, focused on the discovery, development, and commercialization of targeted small molecule drugs for treating cancer and other high-burden diseases [12] - The company has one marketed combination therapy, Braftovi (encorafenib) plus Mektovi (binimetinib), approved for treating unresectable or metastatic melanoma with a BRAF V600E or V600K mutation [12] Investment Ratings - Array Technologies, Inc. currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A [13] - The company has a Momentum Style Score of A, with shares increasing by 23.5% over the past four weeks [13] Earnings Estimates - For fiscal 2025, four analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.05 to $0.68 per share [13] - Array Technologies boasts an average earnings surprise of +19.8% [13] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Array Technologies should be on investors' short list [14]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [4] Growth Score - The Growth Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price trends by analyzing short-term price changes and earnings estimate shifts [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with strong value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8][10] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [9] Stock to Watch: Roku - Roku is the leading TV streaming platform in the U.S., Canada, and Mexico, currently rated 3 (Hold) with a VGM Score of B [12] - Roku's Momentum Style Score is B, with shares increasing by 0.7% over the past four weeks [12] - Nine analysts have raised Roku's earnings estimates for fiscal 2025, with the consensus estimate increasing by $0.31 to $0.12 per share, and an average earnings surprise of +75.4% [13]

Group 1 - Zacks Premium offers various tools for investors, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens to enhance investment confidence [1][2] - The Zacks Style Scores are complementary indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] Group 2 - Stocks are rated with an alphabetic system from A to F based on their value, growth, and momentum qualities, with A being the highest score indicating a better chance of outperforming [3] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to find attractive investment opportunities [3][4] - The Growth Score emphasizes a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow for sustainable growth [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes, aligning with the strategy of momentum trading [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who utilize multiple investing strategies [6] Group 3 - The Zacks Rank is a proprietary stock-rating model that leverages earnings estimate revisions to assist investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7][9] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for the highest probability of success [9][10] Group 4 - Sonos (SONO) is a consumer electronics company specializing in immersive sound speakers, currently rated 2 (Buy) on the Zacks Rank with a VGM Score of A [11] - Sonos has a Momentum Style Score of A, with shares increasing by 28.6% over the past four weeks, indicating strong momentum [11][12] - Recent earnings estimates for Sonos have been revised higher, with the Zacks Consensus Estimate increasing by $0.29 to $0.59 per share, and an average earnings surprise of +24% [12]