Core Insights - Flux Power Holdings, Inc. reported a quarterly loss of $0.14 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.04, marking an earnings surprise of -250.00% [1] - The company's revenues for the quarter ended September 2025 were $13.18 million, missing the Zacks Consensus Estimate by 20.1%, and down from $16.13 million a year ago [2] - The stock has increased approximately 50% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Financial Performance - Over the last four quarters, Flux Power has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $17.59 million, and for the current fiscal year, it is -$0.03 on revenues of $73.08 million [7] Market Outlook - The company's earnings outlook will be crucial for future stock performance, with management's commentary on the earnings call being a key factor [4] - The Zacks Rank for Flux Power is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] - The Electronics - Miscellaneous Products industry, to which Flux Power belongs, is currently in the top 14% of Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Globant reported quarterly earnings of $1.53 per share, slightly missing the Zacks Consensus Estimate of $1.54 per share, and down from $1.63 per share a year ago, indicating an earnings surprise of -0.65% [1] - The company posted revenues of $617.14 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.31% and showing a year-over-year increase from $614.67 million [2] - Globant's stock has underperformed significantly, losing about 71.2% since the beginning of the year compared to the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.55 on revenues of $605.12 million, while for the current fiscal year, the estimate is $6.12 on revenues of $2.45 billion [7] - The estimate revisions trend for Globant was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software and Services industry, to which Globant belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Financial Performance - Cibus reported a quarterly loss of $0.44 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.41, and a significant decline from earnings of $0.06 per share a year ago, indicating an earnings surprise of -7.32% [1] - The company posted revenues of $0.62 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 43.58%, and a decrease from year-ago revenues of $1.67 million [2] - Over the last four quarters, Cibus has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Cibus shares have declined approximately 51.4% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] - The current Zacks Rank for Cibus is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.41 on revenues of $1.34 million, and for the current fiscal year, it is -$2.67 on revenues of $4.4 million [7] - The trend of estimate revisions for Cibus was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - Cibus operates within the Zacks Agriculture - Operations industry, which is currently ranked in the bottom 21% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Under Armour and Curry Brand have officially ended their 13-year partnership, which significantly elevated Under Armour's profile in athletic sponsorships [1][2] - Under Armour has faced substantial challenges, with its stock down 40% this year and a total decline of 76%, prompting the company to refocus on its core UA brand [2][4] - Steph Curry retains sole ownership of the Curry Brand and is free to seek new partnerships, while Under Armour will maintain contracts with athletes under the Curry Brand but with the right of first refusal for Curry [2][3] Company Performance - Under Armour's recent struggles are evident in its revenue and branding, leading to a strategic decision to concentrate on its primary brand [2] - The decline in Under Armour's stock price reflects broader issues within the company, necessitating a reevaluation of its partnerships and branding strategies [4] Future Prospects - Steph Curry is expected to remain a prominent figure in the NBA for several more years, making him a valuable asset for potential new partnerships [6] - Curry's brand is characterized by an underdog image, raising questions about how this identity will be maintained with future collaborations, especially considering his previous rejection of Nike in favor of Under Armour [6][7] - There is speculation about Curry's potential transition into golf, which could open new partnership opportunities as he considers future endeavors [5]

Group 1 - BRT Apartments Corp. has experienced a decline of approximately 45% in its share value since August 2022, primarily due to anticipated higher refinancing rates and an oversupply in the Sun Belt markets [2] Group 2 - The Insiders Forum, led by Chief Investment Strategist Bret Jensen, focuses on small and mid-cap stocks that are attractively valued and have seen significant insider purchases [2]

Core Viewpoint - Clipper Realty Inc. held its Q3 2025 earnings call, discussing financial performance and future outlook [2][5]. Financial Performance - The call included discussions on non-GAAP financial measures such as adjusted funds from operations (AFFO), adjusted EBITDA, and net operating income (NOI) [4]. Management Participation - Key management figures participating in the call included David Bistricer (Co-Chairman and CEO), J.J. Bistricer (COO), and Larry Kreider (CFO) [2][5].

Core Insights - RenovoRx, Inc. reported a quarterly loss of $0.08 per share, consistent with the Zacks Consensus Estimate, compared to a loss of $0.10 per share a year ago [1] - The company generated revenues of $0.27 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 35.12%, while revenues were zero a year ago [2] - RenovoRx shares have declined approximately 22.5% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Company Performance - The earnings outlook for RenovoRx is mixed, with the current consensus EPS estimate for the upcoming quarter at -$0.08 on revenues of $0.48 million, and -$0.31 on revenues of $1.51 million for the current fiscal year [7] - The company has surpassed consensus EPS estimates only once in the last four quarters [1] Industry Context - The Medical - Biomedical and Genetics industry, to which RenovoRx belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact RenovoRx's stock performance [5]

Group 1 - Rekor Systems, Inc. reported a quarterly loss of $0.03 per share, better than the Zacks Consensus Estimate of a loss of $0.05, and improved from a loss of $0.14 per share a year ago, representing an earnings surprise of +40.00% [1] - The company posted revenues of $14.19 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.39%, compared to year-ago revenues of $10.55 million [2] - The stock has gained approximately 41% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Group 2 - The earnings outlook for Rekor Systems is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for Rekor Systems was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $14.71 million, and -$0.27 on revenues of $49.14 million for the current fiscal year [7] Group 3 - The Zacks Industry Rank places the Internet - Software sector in the top 24% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8]

Core Insights - The Oncology Institute, Inc. reported a quarterly loss of $0.14 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.12, but an improvement from a loss of $0.18 per share a year ago [1] - The company achieved revenues of $136.56 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 11.71% and showing a significant increase from $99.9 million in the same quarter last year [2] - The stock has increased approximately 1010% year-to-date, significantly outperforming the S&P 500's gain of 16.5% [3] Financial Performance - Over the last four quarters, The Oncology Institute has not surpassed consensus EPS estimates, indicating challenges in meeting earnings expectations [2] - The current consensus EPS estimate for the upcoming quarter is -$0.10 on revenues of $127 million, and for the current fiscal year, it is -$0.55 on revenues of $473.45 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for understanding future stock movements [3][4] - The Zacks Rank for The Oncology Institute is currently 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] - The Medical Services industry, to which The Oncology Institute belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, which may impact the stock's performance [8]

Core Viewpoint - Disney's shares fell nearly 8%, marking its worst day since April, despite reporting better-than-expected earnings but missing revenue targets [1] Financial Performance - Disney's TV networks and movie business negatively impacted results, and the company is currently in a carriage dispute with YouTube TV [1] - The company reported an increase of 11 million subscribers for Disney Plus, but this growth is largely attributed to wholesale subscriptions under a charter deal [12] Streaming and Future Outlook - There were high expectations for acceleration in the streaming segment, which is considered the future of the company, but no clear catalyst was identified [3][4] - CEO Bob Iger discussed plans for Disney Plus to evolve into a "super app" that integrates various Disney offerings, but this did not seem to excite investors [5] - The integration of Hulu and ESPN into a cohesive streaming strategy is seen as essential for future growth, with 80% of ESPN subscribers being part of a Disney Hulu bundle [6] Market Position and Competition - Disney is noted for having a strong presence across various demographics, including children, families, and sports, but it needs to demonstrate that this will drive growth [7] - The company has shown that its streaming growth is outpacing the decline in traditional media, with the majority of engagement and revenue now coming from streaming [11] Investor Sentiment - The market reaction to Disney's earnings was viewed as an overreaction, with some analysts suggesting that the stock has been priced for a prolonged period of stagnation [8][10] - Despite challenges, Disney is in a better financial position now, including a $7 billion share buyback plan, indicating recovery from previous difficulties [9]