Core Insights - AutoNation (AN) is expected to report quarterly earnings of $4.70 per share, reflecting a year-over-year increase of 17.8% [1] - Revenues are anticipated to reach $6.8 billion, which is a 4.9% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 1.6% in the past 30 days, indicating analysts' reassessment of their initial estimates [1][2] Revenue Estimates - Analysts predict 'Revenue- Parts and service' will reach $1.19 billion, marking a 6.4% increase from the prior-year quarter [3] - The 'Revenue- Finance and insurance net' is estimated at $337.81 million, reflecting a 4.3% increase from the year-ago quarter [4] - 'Revenue- Used Vehicle' is expected to be $1.92 billion, indicating a 0.7% increase from the prior-year quarter [4] - 'Revenue- New Vehicle' is projected to reach $3.31 billion, which is a 5.9% increase from the year-ago quarter [4] Sales and Profit Metrics - Total 'Retail vehicle unit sales' are expected to be 130,325, compared to 126,772 in the previous year [5] - 'Revenue per vehicle retailed - New' is forecasted to be $51,872.62, up from $50,965.00 in the same quarter last year [5] - 'Revenue per vehicle retailed - Used' is estimated at $27,368.63, compared to $26,617.00 in the same quarter last year [6] - 'Gross profit per vehicle retailed - Finance and insurance' is expected to reach $2,598.93, up from $2,556.00 in the previous year [6] Used and New Vehicle Sales - 'Retail vehicle unit sales - Used' are projected at 66,701, compared to 65,504 in the same quarter last year [7] - 'Retail vehicle unit sales - New' is estimated at 63,624, up from 61,268 in the previous year [7] - 'Gross profit per vehicle retailed - Used' is expected to be $1,612.39, slightly down from $1,638.00 in the previous year [7] - 'Gross profit per vehicle retailed - New' is projected to be $2,892.10, down from $3,108.00 in the same quarter last year [8] Market Performance - AutoNation shares have changed by +0.3% in the past month, while the Zacks S&P 500 composite has moved +5.9% [8]

Core Viewpoint - First Citizens BancShares (FCNCA) is expected to report a quarterly earnings per share (EPS) of $39.08, reflecting a year-over-year decline of 23.2%, with revenues projected at $2.22 billion, a decrease of 9.6% compared to the previous year [1]. Earnings Projections - Analysts have revised the consensus EPS estimate upward by 1.4% over the past 30 days, indicating a collective reassessment of initial projections [2]. - It is crucial to consider earnings estimate revisions as they are strongly linked to short-term stock price performance [3]. Key Financial Metrics - The forecast for 'Net Interest Margin' is 3.2%, down from 3.6% in the same quarter last year [5]. - The 'Efficiency Ratio' is estimated at 59.9%, compared to 56.4% a year ago [5]. - Analysts predict 'Average Balance - Total interest-earning assets' to be $209.62 billion, up from $200.71 billion in the same quarter last year [5]. Loan and Asset Projections - 'Nonaccrual loans at period end' are expected to be $1.23 billion, up from $1.14 billion a year ago [6]. - 'Total nonperforming assets' are projected to reach $1.27 billion, compared to $1.21 billion last year [6]. - 'Net Interest Income' is anticipated to be $1.69 billion, down from $1.82 billion in the previous year [6]. Noninterest Income Estimates - 'Total Noninterest Income' is expected to be $545.54 million, down from $639.00 million a year ago [7]. - 'Factoring commissions' are projected at $17.80 million, compared to $19.00 million last year [7]. - 'Cardholder services, net' is expected to be $41.92 million, slightly up from $40.00 million a year ago [7]. Additional Income Projections - 'Merchant services, net' is estimated at $14.18 million, up from $12.00 million last year [8]. - 'Wealth management services' are projected to reach $56.28 million, compared to $52.00 million in the same quarter last year [8]. - 'Insurance commissions' are expected to be $14.00 million, compared to $13.00 million a year ago [9]. Stock Performance - Over the past month, First Citizens shares have returned +11.9%, outperforming the Zacks S&P 500 composite's +5.9% change [9].

Core Viewpoint - Paccar reported quarterly earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, but down from $2.13 per share a year ago, indicating a mixed performance in earnings [1][2]. Financial Performance - The company achieved revenues of $6.96 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.53%, but down from $8.26 billion year-over-year [2]. - Over the last four quarters, Paccar has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2]. Stock Performance - Paccar shares have declined approximately 10.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.2% [3]. - The current Zacks Rank for Paccar is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]. Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.34 on revenues of $6.77 billion, while for the current fiscal year, the estimate is $5.62 on revenues of $27.28 billion [7]. - The trend of earnings estimate revisions for Paccar was mixed ahead of the earnings release, which could change following the recent report [6]. Industry Context - The Automotive - Domestic industry, to which Paccar belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8]. - The performance of Paccar's stock may be influenced by the overall outlook for the industry [8].

Company Performance - Valmont Industries reported quarterly earnings of $4.88 per share, exceeding the Zacks Consensus Estimate of $4.72 per share, and showing an increase from $4.76 per share a year ago, representing an earnings surprise of +3.39% [1] - The company posted revenues of $1.05 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.13%, and compared to year-ago revenues of $1.04 billion [2] - Over the last four quarters, Valmont has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Valmont shares have increased by approximately 8.2% since the beginning of the year, outperforming the S&P 500's gain of 7.2% [3] - The current consensus EPS estimate for the coming quarter is $4.50 on revenues of $1.03 billion, and for the current fiscal year, it is $18.12 on revenues of $4.08 billion [7] - The estimate revisions trend for Valmont 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 Steel - Pipe and Tube industry, to which Valmont belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [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]

Group 1: Earnings Performance - Genuine Parts reported quarterly earnings of $2.1 per share, exceeding the Zacks Consensus Estimate of $2.08 per share, but down from $2.44 per share a year ago, representing an earnings surprise of +0.96% [1] - The company posted revenues of $6.16 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.81% and up from $5.96 billion year-over-year [2] - Over the last four quarters, Genuine Parts has surpassed consensus EPS estimates three times [2] Group 2: Stock Performance and Outlook - Genuine Parts shares have increased by approximately 6.1% since the beginning of the year, compared to the S&P 500's gain of 7.2% [3] - The current consensus EPS estimate for the upcoming quarter is $2.09 on revenues of $6.15 billion, and for the current fiscal year, it is $7.81 on revenues of $24.13 billion [7] - The estimate revisions trend for Genuine Parts was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Automotive - Retail and Wholesale - Parts industry is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook [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]

Company Overview - SentinelOne (S) shares increased by 9.8% to $19.78 in the last trading session, with a higher-than-average trading volume, compared to a 3.7% gain over the past four weeks [1] - The stock's surge is attributed to reports suggesting that SentinelOne may be a potential acquisition target for Palo Alto Networks [1][3] Earnings Expectations - SentinelOne is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year increase of 200% [2] - Revenue projections for SentinelOne stand at $242.02 million, which is a 21.7% increase from the same quarter last year [2] Market Sentiment - The consensus EPS estimate for SentinelOne has remained unchanged over the last 30 days, indicating stability in earnings expectations [3] - The stock's price typically does not continue to rise without trends in earnings estimate revisions, suggesting that future movements should be monitored closely [3] Industry Context - SentinelOne is part of the Zacks Security industry, which includes other companies like Qualys (QLYS) [4] - Qualys has a consensus EPS estimate of $1.47, reflecting a 3.3% decrease from the previous year, and also holds a Zacks Rank of 3 (Hold) [5]

Company Performance - Halliburton reported quarterly earnings of $0.55 per share, matching the Zacks Consensus Estimate, but down from $0.8 per share a year ago [1] - The company posted revenues of $5.51 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.35%, but down from $5.83 billion year-over-year [2] - Over the last four quarters, Halliburton has not surpassed consensus EPS estimates, although it has topped revenue estimates twice [2] Stock Outlook - Halliburton shares have declined approximately 22.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $5.49 billion, and for the current fiscal year, it is $2.34 on revenues of $21.78 billion [7] Industry Context - The Oil and Gas - Field Services industry, to which Halliburton belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Halliburton's stock performance [5][6]

Core Viewpoint - Peoples Bancorp reported quarterly earnings of $0.6 per share, missing the Zacks Consensus Estimate of $0.78 per share, and down from $0.84 per share a year ago, indicating an earnings surprise of -23.08% [1] Financial Performance - The company posted revenues of $114.46 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.38%, and up from $109.69 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus revenue estimates three times [2] Stock Performance - Peoples Bancorp shares have lost about 0.4% since the beginning of the year, while the S&P 500 has gained 7.2% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.83 on revenues of $115.1 million, and for the current fiscal year, it is $3.15 on revenues of $456.47 million [7] - The estimate revisions trend for Peoples Bancorp was unfavorable ahead of the earnings release [6] Industry Context - The Banks - Midwest industry is currently in the top 31% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Agilysys reported quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.39 per share, but showing an increase from $0.30 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was -15.38%, while the previous quarter saw a positive surprise of +107.69% with earnings of $0.54 per share against an expectation of $0.26 [2] - Agilysys generated revenues of $76.68 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 2.96% and up from $63.51 million year-over-year [3] Stock Performance - Agilysys shares have declined approximately 12.5% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [4] - The current Zacks Rank for Agilysys is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.38 on revenues of $77.12 million, and for the current fiscal year, it is $1.65 on revenues of $309.99 million [8] - The Computer - Integrated Systems industry, to which Agilysys belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Core Viewpoint - Hecla Mining (HL) shows potential for upside based on Wall Street analysts' short-term price targets, with a mean target of $7.34 indicating a 26.1% upside from the current price of $5.82 [1] Price Targets and Estimates - The average price target consists of eight estimates ranging from a low of $5.50 to a high of $11.50, with a standard deviation of $1.85, indicating variability among analysts [2] - The lowest estimate suggests a decline of 5.5%, while the highest indicates a potential upside of 97.6% [2] - Analysts' consensus on price targets should be approached with caution, as their ability to set unbiased targets has been questioned [3][7] Earnings Estimates - Analysts are optimistic about HL's earnings prospects, with a consensus indicating better earnings than previously estimated [4] - Over the last 30 days, one estimate has increased, leading to a 11.1% rise in the Zacks Consensus Estimate for the current year [12] - HL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Analyst Agreement - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price movement direction [9] - While price targets should not be the sole basis for investment decisions, they can provide a starting point for further research into fundamental drivers [10][14]