分组1 - Bioceres Crop reported a quarterly loss of $0.12 per share, missing the Zacks Consensus Estimate of a loss of $0.04, and compared to a loss of $0.09 per share a year ago, indicating an earnings surprise of -200.00% [1] - The company posted revenues of $77.3 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 18.37%, and down from $92.6 million year-over-year [2] - Bioceres Crop shares have declined approximately 68.3% since the beginning of the year, contrasting with the S&P 500's gain of 16.4% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.07 on revenues of $112.4 million, and for the current fiscal year, it is -$0.21 on revenues of $353 million [7] - The Agriculture - Operations industry, to which Bioceres Crop belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Primo Brands (PRMB) reported quarterly earnings of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.38 per share, and showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of +7.89% [1] - The company generated revenues of $1.77 billion for the quarter ended September 2025, which fell short of the Zacks Consensus Estimate by 0.51%, and represents a significant increase from $511.4 million in the same quarter last year [2] - The stock has underperformed, losing approximately 26.4% since the beginning of the year, compared to a 15.6% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $1.62 billion, while the estimate for the current fiscal year is $1.36 on revenues of $6.74 billion [7] - The trend of estimate revisions for Primo Brands was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Beverages - Soft drinks industry, to which Primo Brands belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

分组1 - Scotts Miracle-Gro reported a quarterly loss of $1.96 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.88, but an improvement from a loss of $2.31 per share a year ago [1] - The company posted revenues of $387.4 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.8% and down from $414.7 million year-over-year [2] - Scotts shares have declined approximately 17.9% year-to-date, contrasting with the S&P 500's gain of 15.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.88 on revenues of $419.58 million, while for the current fiscal year, the estimate is $4.21 on revenues of $3.49 billion [7] - The Zacks Industry Rank for Agriculture - Operations is in the bottom 15% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8]

Company Overview - Veritone Inc (NASDAQ:VERI) experienced a significant increase in share price, rising 48.2% to $8.09 in pre-market trading following contract wins and preliminary third-quarter results [1][2]. Contract Wins - The company announced contract wins to deploy its Veritone Data Refinery product with leading hyperscalers and venture-backed model developers [1]. Financial Performance - Veritone reported preliminary, unaudited third-quarter revenue between $28.5 million and $28.7 million, indicating a 30.5% increase at the midpoint compared to the third quarter of 2024 [1].

Core Insights - Dole reported quarterly earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and showing an increase from $0.49 per share a year ago, resulting in an earnings surprise of +17.02% [1] - The company achieved revenues of $2.43 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 10.83% and up from $2.12 billion year-over-year [2] - Dole's stock has increased by approximately 8.1% since the beginning of the year, compared to the S&P 500's gain of 8.6% [3] Earnings Outlook - The future performance of Dole's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $2.13 billion, and for the current fiscal year, it is $1.26 on revenues of $8.63 billion [7] Industry Context - The Agriculture - Operations industry, to which Dole belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Dole's stock performance [5][6]

Core Insights - Cibus, Inc. is advancing its gene editing technologies and has made significant progress in commercializing herbicide tolerance traits in rice, with interest from markets in Uruguay, Colombia, Brazil, Asia, and the United States [2][3] - The company has established partnerships for disease resistance in canola and oilseed rape, and is making strides in developing multiple modes of action for disease resistance traits [3][7] - Cibus has reported a net loss of $25.8 million for the quarter ended December 31, 2024, a significant decrease from a net loss of $277.2 million in the same period the previous year, primarily due to a prior goodwill impairment [10][12] Regulatory and Market Developments - The California Rice Commission approved Cibus' field research proposal, marking the first authorization for gene-edited rice planting in California [1][8] - The EU is progressing towards finalizing legislation on New Genomic Techniques (NGTs), which could facilitate international trade and improve crop varieties for EU growers [1][8] Financial Performance - Cibus reported revenue of $1.2 million for the quarter ended December 31, 2024, compared to $1.1 million in the same quarter of 2023 [10][26] - Research and development expenses decreased to $12.4 million from $14.2 million year-over-year, reflecting cost-saving measures [12][26] - The company had cash and cash equivalents of $14.4 million as of December 31, 2024, down from $32.7 million in the previous year [12][29] Strategic Initiatives - Cibus is focused on expanding its partnerships with rice seed companies across North and South America, with plans for initial trait validation trials in Latin America [9] - The company aims to achieve $10 million in annual cost savings through strategic realignment and facility consolidation [9] - Cibus is developing a fully operational soybean platform, with expectations for HT2 trait edits in soybean plants in 2025 [9][12]

Core Viewpoint - The proposed legislation in the EU aims to adapt regulations to support New Genomic Techniques (NGTs) like gene editing, promoting sustainable agriculture and food security while aligning EU policies with global trading partners [1][4]. Group 1: Legislation and Regulatory Changes - The EU member states have endorsed the Council's negotiating mandate on NGT regulations, allowing for trilogue discussions with the EU Parliament and European Commission to finalize the legislation [2]. - The legislation introduces a 'conventional-like' category for NGT-1 products, which will be regulated similarly to conventional varieties, exempting them from EU GMO legislation and labeling requirements [3][4]. Group 2: Industry Impact and Opportunities - The regulation is expected to benefit EU growers by providing access to improved plant varieties and facilitating international trade by aligning EU policies with those of North and South America, the UK, India, Australia, and Japan [4]. - Cibus, a leader in agricultural technology, supports the regulation as it will enhance opportunities for innovators, particularly in academia and SMEs, to develop NGT products that contribute to a sustainable agri-food system [5]. - Cibus' RTDS technologies produce 'conventional-like' crop varieties, focusing on traits such as reduced seed loss and increased disease resistance, which will be developed under the new EU regulatory framework [6]. Group 3: Company Overview - Cibus specializes in gene editing to address productivity and sustainability challenges in agriculture, with a focus on major global row crops like canola, rice, and soybean [7]. - The company operates as a technology provider, licensing traits to seed companies and generating royalties from seed sales, aiming to commercialize plant traits more efficiently than conventional breeding methods [7].

Core Points - The proposed legislation in the EU aims to adapt laws to reflect advancements in scientific and technological progress, particularly focusing on New Genomic Techniques (NGTs) like gene editing to enhance sustainable agriculture, climate resilience, and food security [1][3] - The legislation introduces a 'conventional-like' category for NGT-1 products, which will be regulated similarly to conventional varieties, aligning EU regulations more closely with those of global trading partners [1][4] - The Council's agreement on the negotiating mandate allows for trilogue discussions with the European Parliament and the European Commission to finalize the legislation [2][5] Industry Impact - The legislation is part of a broader initiative to ensure sustainable resource use and strengthen the resilience of EU food systems, allowing for the development of plants that can be classified as 'conventional-like' and exempt from GMO regulations [3][4] - This regulatory framework is expected to facilitate international trade by aligning EU policies with those of major trading partners, including North and South America, the UK, India, Australia, and Japan [4][5] - The advancements in NGT regulation are anticipated to provide a boost to innovators, particularly in academia and small to mid-sized enterprises, who are developing NGT products for a sustainable agri-food system [5][6] Company Overview - Cibus, Inc. is a leading agricultural technology company that develops and licenses plant traits to seed companies, focusing on gene editing to address productivity and sustainability challenges in agriculture [7] - The company utilizes RTDS® technologies to produce improved crop varieties that fall under the 'conventional-like' category, targeting reduced seed loss, increased disease resistance, and enhanced nutrient use efficiency [6][7] - Cibus is not a seed company but a technology firm that licenses traits to seed companies, with a long-term focus on major global row crops such as canola, rice, and soybean [7]

Core Insights - Cibus, Inc. will report its fourth quarter 2024 financial results on March 20, 2025, with a conference call scheduled for 4:30 p.m. ET to discuss these results and other updates [1][2] Company Overview - Cibus is a leading agricultural biotechnology company specializing in proprietary gene editing technologies to develop specific genetic traits in seeds [1][3] - The company focuses on addressing critical productivity and sustainability challenges for farmers, particularly diseases and pests, which cost the global economy approximately $300 billion annually according to the United Nations [3] - Cibus operates as a technology company rather than a seed company, licensing traits to seed companies in exchange for royalties on seed sales [3] - The long-term focus of Cibus is on productivity traits for major global row crops such as canola, corn, rice, soybean, and wheat [3] - Cibus has developed a pipeline of five productivity traits, including weed management in rice, pod shatter reduction, and sclerotinia resistance, which are its near-term focus areas [3]

Core Insights - Cibus has announced promising results from its third mode of action for Sclerotinia resistance in canola, which is expected to enhance crop yields and reduce fungicide usage for farmers [1][4] - The company's Rapid Trait Development System™ (RTDS) allows for efficient gene editing and development of plant traits that are indistinguishable from conventional breeding [2][7] - Cibus has completed edits in four modes of action for Sclerotinia resistance and anticipates completing field tests by the end of 2025 [3] Company Overview - Cibus is a technology company focused on gene editing to develop and license traits to seed companies, addressing productivity and sustainability challenges in agriculture [6][7] - The company is not a seed company but aims to improve productivity traits for major global crops such as canola, rice, and soybean [7] - Cibus has a pipeline of five productivity traits, including Sclerotinia resistance, which is a near-term focus [7] Industry Context - Sclerotinia sclerotiorum is a significant fungal pathogen affecting canola and other crops, causing yield losses of 7-15% and potentially up to 90% in severe cases [5] - The economic impact of diseases and pests in agriculture is estimated to cost the global economy approximately $300 billion annually [6][7] - The development of durable resistance traits is crucial as climate change affects the prevalence and distribution of crop diseases [4][5]