Core Viewpoint - Delta Air Lines (DAL) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Delta suggest an improvement in the company's underlying business, potentially leading to higher stock prices [5]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - Delta's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions for Delta - For the fiscal year ending December 2025, Delta is expected to earn $5.76 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 13.6% over the past three months [8].

Core Insights - Jefferies (JEF) reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and up from $0.75 per share a year ago, representing an earnings surprise of +32.91% [1] - The company posted revenues of $2.05 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 8.20%, compared to year-ago revenues of $1.68 billion [2] - Jefferies shares have underperformed the market, losing about 14.9% since the beginning of the year, while the S&P 500 gained 13% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.75 on revenues of $1.94 billion, and for the current fiscal year, it is $2.52 on revenues of $7.06 billion [7] - The estimate revisions trend for Jefferies was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Financial - Miscellaneous Services industry, to which Jefferies belongs, is currently in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Stitch Fix (SFIX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in a company's earnings picture, which is crucial for predicting near-term stock price movements [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Stitch Fix's Earnings Outlook - The recent upgrade for Stitch Fix reflects an improvement in its underlying business, which is expected to drive the stock price higher as investors respond positively to this trend [5]. - Over the past three months, the Zacks Consensus Estimate for Stitch Fix has increased by 19.2%, indicating a positive revision in earnings expectations [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - The upgrade of Stitch Fix to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Core Viewpoint - Phillips 66 (PSX) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Phillips 66 indicate an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10]. Recent Earnings Estimate Revisions - For the fiscal year ending December 2025, Phillips 66 is expected to earn $5.34 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 24.3% over the past three months [8].

Core Viewpoint - Sabesp (SBS) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook for its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in determining near-term stock price movements, making it a valuable tool for investors [2][4]. - An increase in earnings estimates typically leads to buying pressure and a potential rise in stock price, reflecting an improvement in the company's underlying business [5][6]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10]. Specifics for Sabesp - For the fiscal year ending December 2025, Sabesp is expected to earn $1.18 per share, with analysts raising their estimates by 8.3% over the past three months [8].

Core Viewpoint - ONE Gas (OGS) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock prices [1][3]. Earnings Estimates and Stock Price Movement - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors utilize earnings estimates to determine the fair value of a company's shares, influencing their buying and selling decisions, which in turn affects stock prices [4]. ONE Gas Earnings Outlook - For the fiscal year ending December 2025, ONE Gas is expected to earn $4.34 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for ONE Gas has increased by 1.4%, indicating a positive trend in earnings estimates [8]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks generating an average annual return of +25% since 1988 [7]. - The upgrade of ONE Gas to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Bar Harbor Bankshares (BHB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the sys ...

Rockwell Medical (RMTI) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power ...

Core Viewpoint - Westinghouse Air Brake Technologies (WAB) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Ratings - The Zacks rating system is primarily based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The correlation between earnings estimate revisions and stock price movements makes the Zacks rating system valuable for investors, as it provides a clearer picture than subjective Wall Street analyst ratings [3][4]. Business Outlook - Rising earnings estimates and the Zacks rating upgrade for WAB indicate an improvement in the company's underlying business, suggesting that investors should respond positively by driving the stock price higher [5]. - For the fiscal year ending December 2025, WAB is expected to earn $8.89 per share, with a 1.9% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - The upgrade of WAB to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Viewpoint - Donaldson (DCI) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Donaldson suggest an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - Only the top 20% of Zacks-covered stocks receive a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [10]. Recent Earnings Estimate Revisions - Donaldson is expected to earn $4.02 per share for the fiscal year ending July 2026, with no year-over-year change, but the Zacks Consensus Estimate has increased by 4% over the past three months [8].