Company Overview - Allogene Therapeutics (ALLO) shares have increased by approximately 52.2% over the past month, outperforming the S&P 500 [1] - The stock currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the upcoming months [4] Earnings Estimates - Estimates for Allogene Therapeutics have been trending upward over the past month, suggesting positive sentiment among analysts [2][4] - The stock has an aggregate VGM Score of F, with a Growth Score of D, a Momentum Score of B, and a Value Score of F, placing it in the bottom 20% for the value investment strategy [3] Industry Performance - Allogene Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Halozyme Therapeutics (HALO) has gained 12.4% over the past month [5] - Halozyme Therapeutics reported revenues of $264.86 million for the last quarter, reflecting a year-over-year increase of 35.2%, with an EPS of $1.11 compared to $0.79 a year ago [6] - Halozyme is expected to post earnings of $1.17 per share for the current quarter, indicating a year-over-year change of 28.6%, with a Zacks Rank 2 (Buy) and a VGM Score of A [7]

Core Viewpoint - Fate Therapeutics has seen a significant increase in share price, gaining approximately 61.5% over the past month, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings report [1] Group 1: Earnings and Estimates - The consensus estimate for Fate Therapeutics has shifted upward by 12.68% in the past month, indicating positive revisions [2] - The stock has a Zacks Rank of 2 (Buy), suggesting expectations for above-average returns in the coming months [4] Group 2: VGM Scores - Fate Therapeutics has a subpar Growth Score of D, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for investment strategies, resulting in an overall VGM Score of F [3] Group 3: Industry Performance - Fate Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Novavax has reported a revenue of $666.66 million, reflecting a year-over-year increase of 610.3% [5] - Novavax is expected to report a loss of $0.12 per share for the current quarter, with a year-over-year change of -112.1%, and has a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - Landstar System (LSTR) has experienced a 2% decline in share price over the past month, underperforming the S&P 500, raising questions about its future performance leading up to the next earnings release [1] Estimates Movement - Consensus estimates for Landstar have trended downward over the past month, with a significant shift of -15% [2] VGM Scores - Landstar currently holds a Growth Score of B, a Momentum Score of C, and a Value Score of D, placing it in the bottom 40% for the value investment strategy, resulting in an aggregate VGM Score of C [3] Outlook - The downward trend in estimates suggests a negative outlook for Landstar, reflected in its Zacks Rank of 5 (Strong Sell), indicating expectations of below-average returns in the coming months [4]

Core Viewpoint - Under Armour's shares have increased by approximately 11.8% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Estimates Movement - Estimates for Under Armour have been revised upward over the past month, with the consensus estimate shifting by 1218.18% due to these changes [2] VGM Scores - Under Armour currently holds a poor Growth Score of F and a similar score of F for momentum, while receiving a D grade for value, placing it in the bottom 40% for this investment strategy; the overall aggregate VGM Score is F [3] Outlook - The upward trend in estimates appears promising, with Under Armour holding a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return from the stock in the coming months [4]

A month has gone by since the last earnings report for Exelixis (EXEL) . Shares have lost about 7.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Exelixis due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, est ...

It has been about a month since the last earnings report for Westport Innovations (WPRT) . Shares have added about 3.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Westport due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then? ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article mysel ...

Philip Morris Company OverviewZacks Rank #1 (Strong Buy) stock Philip Morris International ((PM) is an international manufacturer and seller of cigarettes, e-cigarettes, heated tobacco products, and oral nicotine products in more than 180 countries. In early 2008, Philip Morris International was spun off from the Altria Group. The company built the foundation of its business on its premium cigarette brand category with its well-known Marlboro, Parliament, and Virginia Slim Brands. While the cigarette catego ...

Core Insights - Goldman Sachs (GS) is gaining momentum in Japan as part of its broader strategy to expand across Asia, with its outsourced Chief Investment Office (CIO) model attracting interest in a competitive market [1][2] - The company is differentiating itself by offering in-house investment products across traditional and alternative asset classes, providing integrated solutions for clients [2] - GS's CIO approach emphasizes long-term portfolio planning and personalized strategies, reflecting a shift in the Japanese financial landscape towards global advisory platforms [3][4] Competitive Landscape - Other global players like BlackRock (BLK) and Mercer Inc. are also active in Japan's OCIO space, intensifying competition for GS [5][7] - BlackRock has established a significant presence in Japan since 1999, focusing on global fixed income, private assets, and thematic strategies tailored to Japanese investors [6] - Mercer Inc. collaborates with Mizuho Trust & Banking to deliver optimized asset management solutions, further enhancing competition in the market [7] Financial Performance - Over the last six months, GS shares have gained 6.6% year to date, compared to the industry's growth of 7.4% [8][10] - Goldman trades at a forward price-to-earnings (P/E) ratio of 13.28X, which is below the industry average of 13.81X [10][11] - The Zacks Consensus Estimate for GS's earnings implies year-over-year growth of 9.6% for 2025 and 13.1% for 2026, with estimates remaining unchanged over the past 30 days [13]

Key Takeaways EWBC expects 2025 NII growth at or above the top end of the prior stated 4-6%. Revenue growth for 2025 is projected to exceed 6%, up from the earlier mentioned 5-7%. EWBC's clients have mitigated tariff risks through supply-chain diversification and relocation.East West Bancorp, Inc. (EWBC) provided insight into its strategic growth amid the ongoing uncertainty at the Morgan Stanley US Financials Conference. The company’s CFO, Chris DelMoral Niles, revised its net interest income (NII) and r ...