Key Takeaways Stock screening is a common tool used to cut through noise.Zacks has many pre-built screens ready for use.Stock screening is commonly deployed by investors to ‘cut through the noise.’ The approach is especially useful when considering the thousands of options available, which can often overwhelm investors.From a different angle, screening is essentially the same as making a grocery list. A list helps you easily navigate a store, allowing you to quickly find what you’re looking for without wast ...

Core Insights - Truist Financial Corp reduced its stake in T. Rowe Price Group by 31.9%, holding 20,121 shares valued at $2,065,000 after selling 9,417 shares in Q3 [2] - Several large investors have made significant changes to their positions in T. Rowe Price Group, with First Trust Advisors LP increasing its stake by 137.7% in Q2, now owning 3,441,458 shares valued at $332,101,000 [3] - T. Rowe Price Group's stock opened at $94.58, with a market cap of $20.64 billion and a P/E ratio of 10.22, indicating a relatively low valuation compared to its earnings potential [5] Institutional Holdings - Institutional investors own 73.39% of T. Rowe Price Group's stock, indicating strong institutional interest [3] - Notable changes in institutional holdings include ARGA Investment Management LP increasing its stake by 3,807.3% in Q2, now holding 477,161 shares valued at $46,046,000 [3] Insider Trading - VP Arif Husain sold 4,260 shares at an average price of $101.96, resulting in a total transaction of $434,349.60, which represents an 8.29% decrease in his ownership [4] Earnings Performance - T. Rowe Price Group reported Q4 earnings of $2.44 per share, missing estimates by $0.03, with revenue of $1.93 billion, a 6.0% year-over-year increase [7] - The company had a net margin of 28.53% and a return on equity of 20.36%, indicating strong profitability metrics [7] Analyst Sentiment - Argus upgraded T. Rowe Price Group to a "hold," while Goldman Sachs cut its price target to $90, maintaining a "sell" rating, reflecting mixed analyst sentiment [6][8] - Multiple analysts have lowered their target prices, contributing to a consensus target price of $103.50, with twelve analysts rating the stock as "hold" and four as "sell" [8]

Core Insights - The market has experienced a significant turnaround, with the Nasdaq Composite rising 50% in under a year, shifting from panic to discussions of an AI bubble [2][12] - Paul Tudor Jones compares the current market to 1999, suggesting that there may still be substantial growth potential ahead, similar to the Nasdaq's doubling between 1999 and 2000 [3][4] - The Federal Reserve's interest rate cuts are seen as a positive catalyst for the market, with historical data indicating that markets tend to rise after such cuts [5][7] Market Trends - The current bull market, which began after the initial panic from tariff announcements, is still in its early stages, with the average bull market lasting about four years [4] - AI-related gains are expanding beyond hardware and infrastructure to include software companies, exemplified by partnerships like Figma and Shopify with OpenAI [5][6] Investor Sentiment - Despite significant stock price increases, investor sentiment remains neutral, as indicated by the CNN Fear/Greed indicator, and there is a substantial amount of cash, approximately $7 trillion, in low-risk money market funds [9][10] - The fear of missing out (FOMO) is expected to drive sidelined cash back into the market, further fueling growth [10] Valuation Considerations - The S&P 500's P/E ratio is currently at 23x, which, while high, is not as extreme as the 40x peak seen in 2000, suggesting that investors may still be willing to pay a premium for innovative companies [11] Investment Opportunities - Four stocks have been identified as having significant upside potential for Q1 2026, selected from a broader pool of companies due to their strong growth prospects [8][12]

Core Viewpoint - Axis Capital Holdings Limited (AXS) is positioned for potential growth, with a recent price target set by Wells Fargo suggesting a significant upside based on positive earnings outlooks and market performance [2][4]. Company Overview - Axis Capital Holdings Limited operates as a global provider of specialty insurance and reinsurance solutions, competing with major players like Chubb and AIG [1]. - The company has a market capitalization of approximately $7.55 billion and has shown price volatility over the past year, with a trading range between $77.21 and $107.19 [3][5]. Stock Performance - The current stock price of AXS is $96.54, reflecting a 1.63% increase or $1.55 from the previous trading session [3][5]. - The stock has traded within a range of $95.01 to $96.96 on the current day, indicating active trading [3]. Analyst Ratings - Wells Fargo has set a price target of $123 for AXS, indicating a potential increase of approximately 27.41% from its current price [2][5]. - AXS has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism regarding its earnings prospects and future performance [2][4].

Group 1 - Freshworks, Inc. is a leading software company specializing in customer engagement solutions, competing with major players like Salesforce and Zendesk [1] - Wells Fargo has adjusted its rating for Freshworks to "Cautious" from "Equal-Weight," with the stock currently priced at $11.77 [1][4] - Zacks has upgraded Freshworks to a Rank 1 (Strong Buy) due to positive trends in earnings estimates, indicating increased optimism about the company's earnings prospects [2][4] Group 2 - The stock price of Freshworks has fluctuated significantly, with a daily range between $11.71 and $12.42, and a yearly high of $19.77 and a low of $10.81 [3][4] - Freshworks has a market capitalization of approximately $3.43 billion, reflecting its substantial size in the market [3][4] - The trading volume for Freshworks stock is 4,540,821 shares, indicating a high level of investor interest [3]

Core Insights - The ALPS Equal Sector Weight ETF (EQL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market and has assets over $557 million, making it an average-sized ETF in this category [1] - Large cap companies, with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small cap companies [2] - The ETF has an annual operating expense of 0.25% and a 12-month trailing dividend yield of 1.7% [3] Sector Exposure and Holdings - The ETF has the heaviest allocation to the Energy sector, with a significant portion of the portfolio dedicated to it, followed by Industrials and Materials [4] - The Technology Select Sector SPDR Fund (XLK) accounts for approximately 9.77% of total assets, with the top 10 holdings representing about 91.65% of total assets under management [5] Performance Metrics - EQL aims to match the performance of the NYSE Select Sector Equal Weight Index, which includes various sectors such as Consumer Discretionary, Technology, and Health Care [6] - The ETF has returned roughly 10.72% year-to-date and 13.36% over the past year, with a trading range between $37.36 and $45.87 in the last 52 weeks [7] - It has a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, indicating medium risk [7] Alternatives and Market Position - EQL holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and expense ratios [8] - Other ETFs in the same space include iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO), which have significantly larger assets of $674.11 billion and $749.17 billion respectively, both with an expense ratio of 0.03% [9] Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The article emphasizes the importance of focusing on "first principles" in investing rather than seeking simple explanations for market movements, which are often influenced by complex factors [4][23]. - It highlights the significance of distinguishing between "signal" and "noise" in market analysis, encouraging investors to concentrate on meaningful data that can aid in decision-making [7][8]. Investment Strategies - Investors are advised to buy stocks that are trending above their moving averages, as this aligns with the principle that "a body in motion tends to stay in motion" [11][12]. - The article suggests implementing a reward-to-risk ratio of 5-to-1, allowing investors to be wrong on many trades yet still achieve profitability [13][14]. - It stresses the importance of leveraging sentiment indicators, such as the CNN Fear & Greed Index and the VIX, to gauge market sentiment and make informed investment decisions [16][17][18]. Market Trends - The tech sector is experiencing a resurgence, driven significantly by the rapid expansion of Artificial Intelligence, presenting lucrative opportunities for both short-term traders and long-term investors [24]. - The article mentions that a specific stock related to advanced AI tools is expected to have exceptional upside potential, indicating a strong market interest in AI-related investments [26]. Additional Insights - The article discusses the relevance of seasonality in investing, noting that historical market data can predict trends during specific times of the year [18][19]. - It emphasizes that the reaction to significant news events is often more telling than the news itself, suggesting that investors should focus on price action rather than the headlines [20][22].

Core Viewpoint - The Vanguard Mid-Cap Value ETF (VOE) is a leading option for investors seeking exposure to the Mid Cap Value segment of the US equity market, with significant assets and low expense ratios [1][4]. Group 1: Fund Overview - The Vanguard Mid-Cap Value ETF was launched on August 17, 2006, and has accumulated over $18.38 billion in assets, making it the largest ETF in its category [1]. - The ETF is passively managed and aims to replicate the performance of the CRSP U.S. Mid Cap Value Index, which focuses on mid-capitalization value stocks [7]. Group 2: Investment Characteristics - Mid-cap companies, with market capitalizations between $2 billion and $10 billion, are perceived to have higher growth potential than large-cap companies while being less risky than small-cap firms, providing a balance of growth and stability [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3]. Group 3: Cost and Performance - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options available, and it offers a 12-month trailing dividend yield of 2.19% [4]. - As of July 29, 2025, the ETF has gained approximately 5.91% year-to-date and 9.57% over the past year, with a trading range between $141.87 and $176.18 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 17.40% of the portfolio, followed by Industrials and Utilities [5]. - The top holding, Arthur J Gallagher & Co (AJG), represents approximately 1.69% of total assets, with the top 10 holdings accounting for about 5.53% of total assets under management [6]. Group 5: Risk Profile - The ETF has a beta of 0.92 and a standard deviation of 15.98% over the trailing three-year period, indicating a medium risk profile with effective diversification across 191 holdings [8]. Group 6: Alternatives - Other ETFs in the Mid Cap Value space include the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and the iShares Russell Mid-Cap Value ETF (IWS), with respective assets of $8.46 billion and $13.61 billion [10].

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Core Insights - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence through daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [3] - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] - The Momentum Score leverages trends in stock prices and earnings estimates to identify optimal times for investment [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for evaluating stocks based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to facilitate portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize potential success [9] - Stocks with lower ranks, such as 4 (Sell) or 5 (Strong Sell), may still have high Style Scores but are likely to experience declining earnings forecasts [10] Company Spotlight: MercadoLibre - MercadoLibre, Inc., based in Buenos Aires, is a leading e-commerce platform in South America, dominating markets in several countries including Brazil and Argentina based on unique visitors and page views [11] - The company holds a Zacks Rank of 2 (Buy) and a VGM Score of A, making it an attractive option for growth investors [11] - MercadoLibre is projected to achieve year-over-year earnings growth of 26% for the current fiscal year, with recent earnings estimates revised upward by six analysts [12] - The Zacks Consensus Estimate for MercadoLibre's earnings has increased by $3.74 to $47.50 per share, alongside an average earnings surprise of 16.4% [12]