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Nvidia Breaks Key Level With Alphabet's Earnings Ahead; Is Nvidia A Buy Or Sell Now?
Investors· 2026-02-03 14:55
Nvidia Stock Wavers With Alphabet's Earnings Ahead | Investor's Business DailyBREAKING: [Stocks Edge Higher As Teradyne, Palantir Surge]---Nvidia (NVDA) extended a two-day losing streak, falling below a key level within a clearly formed base on Tuesday. Is Nvidia stock a buy or sell now? Meanwhile, investors await Alphabet's earnings due on Wednesday. The search giant has a long-standing relationship with Nvidia for artificial intelligence robotics, drug discovery and other areas and its announcements could ...
nVent Electric to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-03 14:55
Core Insights - nVent Electric (NVT) is set to report its fourth-quarter 2025 results on February 6, with expected sales growth of 31% to 33% and adjusted EPS projected between 87 cents and 89 cents, reflecting a 50% increase year-over-year [1][9]. Financial Performance Expectations - The Zacks Consensus Estimate for NVT's fourth-quarter revenues is $1.00 billion, indicating a year-over-year increase of 33.4%, with earnings expected at 89 cents per share, representing a 50.9% growth compared to the previous year [2]. - nVent Electric has outperformed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 3.5% [2]. Key Growth Drivers - The infrastructure segment is anticipated to drive NVT's fourth-quarter performance, particularly due to strong demand from data centers and power utilities [3]. - Demand from data center customers has surged, primarily due to the growth in AI workloads, with organic orders increasing by approximately 65% in the third quarter of 2025 [4]. - Power utilities are becoming a significant growth source, with solid order activity reported from these customers as they upgrade equipment to meet rising electricity demand [5]. Acquisition Contributions - NVT's acquisitions of Trachte and Electrical Products Group (EPG) are expected to significantly enhance fourth-quarter performance, with EPG projected to contribute about 15 percentage points to sales growth [6]. Cost Challenges - nVent Electric is facing higher costs due to tariffs and inflation, which negatively impacted adjusted operating income by $45 million in the third quarter, with expectations of a $90 million profit hit from tariffs in 2025 [7].
Recent Price Trend in Innovative Solutions and Support (ISSC) is Your Friend, Here's Why
ZACKS· 2026-02-03 14:55
Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum. Group 1: Stock Performance - Innovative Solutions and Support, Inc. (ISSC) has shown a significant price increase of 120.6% over the past 12 weeks, indicating strong investor interest and potential upside [4] - The stock has also maintained a price increase of 1.3% over the last four weeks, suggesting that the upward trend is still intact [5] - Currently, ISSC is trading at 82% of its 52-week high-low range, indicating a potential breakout opportunity [5] Group 2: Fundamental Strength - ISSC holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like ISSC that are on an upward trend supported by strong fundamentals [3] - There are over 45 Zacks Premium Screens available for investors to find stocks that align with their personal investing styles [8]
Here's Why Momentum in Enova International (ENVA) Should Keep going
ZACKS· 2026-02-03 14:55
Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing, highlighting that while price momentum can be profitable, ensuring its longevity is crucial for success [1][2]. Group 1: Stock Performance - Enova International (ENVA) has shown a solid price increase of 35.7% over the past 12 weeks, indicating strong investor interest [4]. - The stock has also maintained a price increase of 6.2% over the last four weeks, suggesting that the upward trend is still intact [5]. - ENVA is currently trading at 104.1% of its 52-week high-low range, indicating a potential breakout [5]. Group 2: Fundamental Strength - ENVA holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. - The Zacks Rank system has a strong historical performance, with Rank 1 stocks generating an average annual return of +25% since 1988 [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to maintain their upward trends [3]. - In addition to ENVA, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8]. - The Zacks Research Wizard can assist investors in backtesting stock-picking strategies to ensure past profitability [9].
I’m a Financial Advisor: The Pros and Cons of Buying Disney Stock Right Now
Yahoo Finance· 2026-02-03 14:55
A big reason Disney became one of the world’s most enduring and recognizable brands is that it has always been quick to adapt to changing trends and technologies. The entertainment giant is still doing that today, more than a century after it was launched by Walt Disney and his brother Roy. For the most part, Disney’s willingness to evolve with the times has been a boon to its stock price. That hasn’t been the case lately, though. Is Disney a buy or sell right now? Here’s what a financial expert had to s ...
Costamare Bulkers: The Cheapest Drybulk, Even After A Large Move
Seeking Alpha· 2026-02-03 14:53
I have covered Costamare Bulkers ( CMDB ) before, where I outlined the investment thesis in detail and explained why I considered it a compelling buy. Since then, the stock has appreciated by almost 80%, and the company has mostlyWith a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from ...
Walmart Joins $1 Trillion Club as Tech, Frugal Shoppers Fuel Gains
Yahoo Finance· 2026-02-03 14:52
(Bloomberg) — A rally in Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever, vaulting the world’s largest retailer into a category typically occupied by Big Tech firms such as Nvidia Corp. and Alphabet Inc. The stock rose as much as 1.6% as of 9:45 a.m. in New York trading, reaching an intraday record of $126 per share and lifting its market value to just over $1 trillion, according to data compiled by Bloomberg. The shares are up 12% this year, outpac ...
Boyd Gaming Set to Report Q4 Earnings: Can Gaming Momentum Persist?
ZACKS· 2026-02-03 14:51
Core Insights - Boyd Gaming Corporation (BYD) is set to report its fourth-quarter 2025 results on February 5, with earnings per share (EPS) expected at $1.88, reflecting a 4.1% decline from the previous year [1][2][8] - The Zacks Consensus Estimate for revenues is approximately $1.01 billion, indicating a 3.3% decrease year-over-year [2][8] Revenue Drivers - The anticipated revenue for Boyd Gaming's fourth quarter is likely supported by a strong core customer base and improving trends among retail players, which have continued from the third quarter into October [3] - Gaming volumes are expected to benefit from steady visitation across Las Vegas Locals and Midwest & South properties, aided by disciplined marketing and efficient operations [3] Performance Challenges - Despite the underlying strength in gaming play, revenues are projected to decline year-over-year primarily due to weakness in the destination business, particularly in hotel and related non-gaming activities [5] - Management has noted softness in destination visitation, which has negatively impacted hotel occupancy and ancillary spending, with the Orleans property being a significant drag on performance [5] Margin Pressures - Earnings pressure in the quarter is attributed to margin headwinds stemming from the same destination-related weaknesses, as hotel and convention business typically yield higher margins for Boyd [6] - Ongoing renovations and construction at properties like Suncoast and the Orleans have likely created operational inefficiencies, limiting capacity and profitability, despite management's efforts to control costs [6] Earnings Prediction - The current model does not predict an earnings beat for Boyd Gaming, with an Earnings ESP of -1.57% and a Zacks Rank of 3 (Hold) [7][9]
Banking giant sets new S&P 500 price target
Finbold· 2026-02-03 14:50
Core Viewpoint - Bank of America has raised its expectations for U.S. equities, indicating a potential 12% price gain for the S&P 500 over the next year, suggesting a constructive outlook for stocks despite strong sentiment [1]. Group 1: Sell Side Indicator - The Sell Side Indicator, which reflects the average equity allocation recommended by Wall Street strategists, has increased slightly in January, reaching its most optimistic level since March 2025 [2]. - The indicator continues to signal bullishness under Bank of America's contrarian approach, which is most positive when strategists are cautious and most negative during extreme optimism [3]. Group 2: Market Conditions - Although strategist positioning is approaching caution levels, it remains below historical thresholds associated with major market peaks, indicating resilience in January's market performance [4]. - The S&P 500 finished January higher despite a mid-month pullback due to geopolitical concerns, reflecting the market's resilience [4]. Group 3: Fundamentals and Earnings - Supportive fundamentals are noted, with steady equity exposure from strategists indicating confidence in corporate earnings [5]. - Early results from the current reporting season show no downward revisions to 2026 profit expectations, with consensus forecasts predicting double-digit earnings growth for the next year [5]. - Corporate commentary suggests robust confidence, with signs of weakening demand becoming less frequent [5].
Is the Vanguard S&P 500 ETF a Buy Right Now?
Yahoo Finance· 2026-02-03 14:50
Investing in the S&P 500 has been nothing short of lucrative over the past three years. Since the beginning of 2023, the index has seen a total return of 90% (as of Jan. 29, 2026). Fueled by the "Magnificent Seven" tech stocks and boosted by the emergence of artificial intelligence (AI), U.S. large-cap stocks have been among the best-performing areas in the global equity markets. But the economy is evolving. The labor market is slowing, and inflation remains stubbornly elevated. Perhaps more importantly ...