Company Overview - Rigetti Computing, Inc. (RGTI) shares increased by 9.8% to $39.6 in the last trading session, with a notable trading volume, and have gained 14% over the past four weeks [1][2] Investor Sentiment - The rise in RGTI shares is linked to renewed investor optimism in quantum computing, particularly due to potential U.S. government equity stakes in leading quantum firms, which may enhance national competitiveness [2] - This potential policy indicates growing institutional support for the quantum computing sector and strengthens Rigetti's position as a publicly traded pure-play quantum computing company [2] Financial Expectations - Rigetti is expected to report a quarterly loss of $0.05 per share, reflecting a year-over-year change of +37.5%, with revenues anticipated at $2.39 million, a slight increase of 0.4% from the previous year [3] - The consensus EPS estimate for Rigetti has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Rigetti Computing is categorized under the Zacks Internet - Software industry, which includes other companies like Phunware (PHUN), that experienced a 3.8% increase in the last trading session [5] - Phunware's consensus EPS estimate has changed by +2.1% over the past month, indicating a +44% change from the previous year [6]

分组1 - Klaviyo, Inc. reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, and showing an earnings surprise of +23.08% [1] - The company achieved revenues of $293.12 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.45%, compared to $222.21 million in the same quarter last year [2] - Klaviyo has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has underperformed, losing about 25.9% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $290.76 million, and for the current fiscal year, it is $0.57 on revenues of $1.17 billion [7] - The Zacks Industry Rank for Internet - Software is in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

分组1 - Itron reported quarterly earnings of $1.62 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and up from $1.21 per share a year ago, representing an earnings surprise of +21.80% [1] - The company posted revenues of $606.76 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.41%, and down from $609.07 million year-over-year [2] - Itron has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] 分组2 - The stock has gained approximately 27.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.30 on revenues of $618 million, while for the current fiscal year, the estimate is $5.46 on revenues of $2.46 billion [7] - The Zacks Industry Rank indicates that the Electronics - Testing Equipment sector is currently in the bottom 13% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Company Overview - PagerDuty (PD) shares increased by 6.9% to $15.72 in the last trading session, with a higher-than-average trading volume, contrasting with a 1.3% loss over the past four weeks [1] - The company is experiencing strong demand for its AI-enhanced incident management, AIOps, and automation solutions, particularly in managing AI infrastructure and operations [1] Earnings Expectations - PagerDuty is expected to report quarterly earnings of $0.22 per share, reflecting a year-over-year increase of 4.8%, with revenues projected at $123.59 million, up 6.6% from the previous year [2] - However, the consensus EPS estimate for the quarter has been revised down by 33.3% over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [3] Industry Context - PagerDuty is part of the Zacks Internet - Software industry, where another company, Phunware (PHUN), saw its shares decrease by 1.2% to $3.21, despite a 6.9% return over the past month [3] - Phunware's consensus EPS estimate remains unchanged at -$0.15, representing a year-over-year change of 53.1%, and it currently holds a Zacks Rank of 3 (Hold) [4]