Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - The Value Score identifies attractive stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Score helps investors capitalize on price trends by evaluating recent price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% 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 [9] Company Spotlight: Vail Resorts - Vail Resorts, Inc. operates in three segments: Mountain, Lodging, and Real Estate, and currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A [11] - The company has a forward P/E ratio of 19.95, making it attractive for value investors [11] - Recent upward revisions in earnings estimates have increased the Zacks Consensus Estimate for fiscal 2025 to $7.77 per share, with an average earnings surprise of 2.7% [12]

Core Insights - Eli Lilly (LLY) has seen substantial growth driven by its GLP-1 medications, Mounjaro and Zepbound, for type II diabetes and obesity, respectively, with demand increasing rapidly since their market introduction [1][2] Group 1: Product Development and Clinical Trials - Lilly is heavily investing in obesity treatments, with several new molecules in clinical development, including late-stage candidates orforglipron and retatrutide, as well as mid-stage candidates like bimagrumab, eloralintide, and mazdutide [2] - Recent phase III study data for orforglipron showed an average A1C reduction of 1.3-1.6% and an average weight loss of 16 pounds (7.9%) at the highest dose, with regulatory filings planned for obesity by the end of this year and for T2D in the first half of 2026 [3][8] Group 2: Competitive Landscape - Eli Lilly faces strong competition in the obesity market from Novo Nordisk (NVO), which is advancing its own GLP-1 products, including semaglutide and next-generation candidates like CagriSema and amycretin [4][5] - Other companies, such as Viking Therapeutics (VKTX), are also developing GLP-1-based treatments, with VKTX initiating late-stage programs for its dual GIPR/GLP-1 receptor agonist, VK2735 [5] Group 3: Stock Performance and Valuation - Eli Lilly's stock has increased by 2.6% this year, outperforming the industry decline of 1.9%, although it has underperformed compared to the S&P 500 index [6] - The company's shares are currently trading at a price/earnings ratio of 30.14, which is higher than the industry average of 14.92 but below its five-year mean of 34.54 [10] - Earnings estimates for 2025 and 2026 have seen slight declines, with 2025 estimates dropping from $22.43 to $21.95 and 2026 estimates from $31.15 to $30.91 over the past 60 days [14]

Core Viewpoint - Jefferies Financial Group's second-quarter fiscal 2025 adjusted earnings of 43 cents per share matched estimates but declined from 67 cents per share in the prior-year quarter, indicating a challenging financial environment [1][9]. Financial Performance - Net income attributable to common shareholders was $88 million, down from $145.7 million in the prior-year quarter, reflecting a significant decrease in profitability [2]. - Quarterly net revenues were $1.63 billion, a decrease of 1.3% year over year, although it surpassed the Zacks Consensus Estimate of $1.56 billion [3]. - Total non-interest expenses rose to $1.50 billion, up 5% from the prior-year quarter, driven by increases in almost all cost components except for compensation and benefits and underwriting costs [3]. Segment Performance - In the Investment Banking and Capital Markets segment, net revenues were $1.47 billion, falling 1.6% from the prior-year quarter due to lower equity and debt underwriting and fixed-income performance, partially offset by strong performance in Equities [5]. - The Asset Management segment reported net revenues of $154.6 million, down 1.2% from the year-ago quarter [5]. Shareholder Returns - Jefferies announced a quarterly cash dividend of 40 cents per share, to be paid on August 29, 2025, to shareholders as of August 18 [6]. Book Value - As of May 31, 2025, the book value per common share was $49.96, an increase from $46.57 as of May 31, 2024, while the adjusted tangible book value per fully diluted share rose to $32.84 from $31.27 [4].

Core Insights - The LiDAR sensor market is rapidly evolving, with Aeva Technologies (AEVA) and Ouster Inc. (OUST) as key competitors, focusing on advanced sensing solutions for various applications including self-driving cars and smart cities [1][2] Aeva Technologies (AEVA) - AEVA is diversifying its focus beyond automotive, making significant inroads into industrial automation and intelligent transportation systems, securing contracts that provide immediate revenue streams [3] - The company has received substantial financial backing, including a $125 million financing facility and a $32.5 million equity investment from a Fortune 500 tech partner, which supports its operational and developmental needs [4] - AEVA's major contracts, such as those with Daimler Truck and a top-10 global passenger OEM, have multi-billion-dollar potential, with the possibility of becoming a standard LiDAR supplier by 2027 [5] - Despite these opportunities, AEVA faces challenges with slow revenue generation in the near term, requiring continued product development and customer engagement [6] Ouster Inc. (OUST) - Ouster reported $32.6 million in revenues for Q1 2025, nearly ten times AEVA's revenue, with a healthy gross margin of 41%, and is expected to grow revenues by around 30% this year [7][8] - The company has a diverse customer base across various sectors, including robotics and defense, which mitigates reliance on automotive contracts and provides steady revenue [8][9] - Ouster's inclusion in the U.S. Department of Defense's Blue UAS list allows for easier access to federal contracts, enhancing its growth prospects and stability [9][10] - With no long-term debt and strong cash reserves of approximately $170 million, Ouster is positioned for sustainable growth and quicker profitability compared to AEVA [11] Price Performance and Valuation - AEVA's stock has surged over 500% year-to-date, driven by excitement around its industrial successes, while OUST has increased nearly 100% during the same period [12] - AEVA's forward price-to-sales (P/S) ratio exceeds 50, indicating high expectations for future growth, whereas Ouster trades at just over 7X forward sales, reflecting a more grounded valuation [14] - Revenue projections show AEVA's revenues are expected to increase by 90% in 2025 and 156% in 2026, reaching $17.2 million, while OUST is projected to grow by 29% in 2025 and 47% in 2026, hitting $143.4 million [16][17] Conclusion - Both AEVA and OUST are crucial players in the LiDAR technology landscape, with AEVA focusing on innovative technology and long-term potential, while Ouster offers a more balanced approach with immediate operational strength and diverse revenue streams [18][19]

Core Points - General Motors is recalling over 62,000 vehicles due to a faulty brake assembly that poses a fire risk even when the vehicles are off and unattended [1][3] - The recall specifically affects 2019-2024 Chevrolet Silverado Medium Duty 4500HD, 5500HD, and 6500HD models, totaling 62,468 vehicles [3][6] - GM estimates that only about 1% of the recalled vehicles, approximately 625, may have the defect [3] Recall Details - The defect may allow brake fluid to leak into the pressure switch, causing a short circuit that can generate excessive heat and lead to a fire [1][3] - GM advises owners to park affected vehicles outside and away from structures until repairs are made, as underhood fires could occur even when the vehicle is off [4] - Notifications to vehicle owners will be sent by July 28, with follow-up letters when a remedy is available [4] Cause of the Defect - The issue was caused by the use of an unauthorized chemical by the supplier during manufacturing, which can degrade a rubber part in the brake assembly over time [5] - GM has received 160 field reports related to the defect, including one alleged fire, but is not aware of any accidents or injuries associated with the faulty assembly [5]

Key Takeaways ZS grew Zero Trust Everywhere to 210 customers in Q3, up 60% sequentially, with strong new logo wins. ZS closed a seven-figure deal for cloud workload protection with an existing financial services client. New Zero Trust tools launched on AWS include agentless gateways and AI-driven microsegmentation.Zscaler (ZS) is expanding its Zero Trust Exchange with Zero Trust Everywhere. This strategy highlights Zscaler’s ability to take Zero Trust security beyond users to include Zero Trust for Cloud ...

Key Takeaways SHCCIG Yulin will license four key LyondellBasell technologies for its new petrochemical plant. LYB's technologies will enable SHCCIG Yulin to produce advanced polypropylene and polyethylene products. Spheripol and Spherizone processes will boost SHCCIG Yulin's production efficiency and product diversity.LyondellBasell Industries N.V. (LYB) has announced that SHCCIG Yulin Chemical Co., Ltd. will license four essential technologies for a significant new petrochemical facility in Yulin City, S ...

Key Takeaways JNJ's MedTech sales rose 4.1% in Q1 2025, driven by new products and recent acquisitions. Headwinds in China from VBP and anticorruption efforts are expected to persist through 2025. Stronger second-half 2025 sales expected as comps ease and product momentum builds up across segments.Johnson & Johnson (JNJ) is one of the few large drug and medical device companies with a presence in both the pharmaceuticals as well as medical devices segments. J&J’s medical devices segment, called MedTech, o ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Encompass Health (EHC) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Encompass Health is a member of the Medical sector. This group includes 997 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 dif ...