Group 1 - Star Equity reported a quarterly loss of $0.52 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.25, and compared to a loss of $0.45 per share a year ago, indicating an earnings surprise of -108% [1] - The company posted revenues of $12.92 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 13.84%, while year-ago revenues were $9.12 million [2] - Star Equity shares have underperformed the market, losing about 0.4% since the beginning of the year compared to the S&P 500's gain of 0.1% [3] Group 2 - The current consensus EPS estimate for the coming quarter is -$0.21 on $17 million in revenues, and for the current fiscal year, it is -$0.54 on $70 million in revenues [7] - The Zacks Industry Rank indicates that the Diversified Operations industry is currently in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Dynatrace reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, marking a 10% earnings surprise [1] - The company has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - Dynatrace's revenues for the quarter ended March 2025 were $445.17 million, surpassing the Zacks Consensus Estimate by 2.44%, compared to $380.85 million in the same quarter last year [2] - The company has also topped consensus revenue estimates four times in the last four quarters [2] Stock Performance - Dynatrace shares have declined approximately 7% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The stock is currently rated Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $451.49 million, and for the current fiscal year, it is $1.53 on revenues of $1.93 billion [7] - The Computers - IT Services industry, to which Dynatrace belongs, is currently in the top 39% of Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] Industry Context - Nutanix, another company in the same industry, is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of 35.7% [9] - Nutanix's anticipated revenues are $625.73 million, representing a 19.3% increase from the previous year [10]

Group 1 - SurgePays, Inc. reported a quarterly loss of $0.38 per share, which was better than the Zacks Consensus Estimate of a loss of $0.40, compared to earnings of $0.07 per share a year ago, indicating an earnings surprise of 5% [1] - The company posted revenues of $10.58 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 9.78%, but down from $31.43 million in the same quarter last year [2] - SurgePays, Inc. shares have increased approximately 51.7% since the beginning of the year, contrasting with a decline of 0.6% in the S&P 500 [3] Group 2 - The earnings outlook for SurgePays, Inc. is mixed, with the current consensus EPS estimate for the coming quarter at -$0.29 on revenues of $19.59 million, and -$0.46 on revenues of $158.02 million for the current fiscal year [7] - The Zacks Industry Rank for Internet - Software is currently in the top 36% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]

Company Performance - Southland Holdings (SLND) reported a quarterly loss of $0.08 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.41, representing an earnings surprise of 80.49% [1] - The company posted revenues of $239.49 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 4.99%, although this is a decline from year-ago revenues of $288.1 million [2] - Over the last four quarters, Southland has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] Stock Movement and Outlook - Southland shares have increased by approximately 10.5% since the beginning of the year, contrasting with the S&P 500's decline of -0.6% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at -$0.28 for the coming quarter and -$1.01 for the current fiscal year [4][7] Industry Context - The Building Products - Miscellaneous industry, to which Southland belongs, is currently ranked in the bottom 43% 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 could impact Southland's stock performance [5]

Core Insights - The Zacks Focus List is a curated portfolio of 50 stocks aimed at long-term investors, expected to outperform the market over the next 12 months [4] - The Focus List has demonstrated strong historical performance, with a cumulative return of 2,519.23% from February 1, 1996, to March 31, 2021, compared to the S&P 500's return of 854.95% [6] - The methodology for selecting stocks in the Focus List relies on earnings estimate revisions, which are critical for predicting future stock performance [7][8] Focus List Performance - In 2020, the Focus List gained 13.85% on an annualized basis, outperforming the S&P 500's return of 9.38% [6] - The stocks in the Focus List are selected based on a proprietary model that evaluates earnings expectations, leading to a bullish consensus among analysts [10] Stock Spotlight: Micron Technology - Micron Technology has seen a significant increase of 296.78% in its stock price since being added to the Focus List on December 27, 2016, rising from $23.26 to $92.29 [12] - Recent earnings estimates for Micron have been revised higher, with the Zacks Consensus Estimate increasing by $0.21 to $6.93 for fiscal 2025, and a forecasted earnings growth of 433.1% for the current fiscal year [13]

Core Viewpoint - Landstar System (LSTR) reported quarterly earnings of $0.85 per share, missing the Zacks Consensus Estimate of $0.92 per share, and down from $1.32 per share a year ago, indicating a negative earnings surprise of -7.61% [1] Financial Performance - The company posted revenues of $1.15 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.95%, but down from $1.17 billion year-over-year [2] - Over the last four quarters, Landstar has exceeded consensus EPS estimates only once [2] Stock Performance - Landstar shares have declined approximately 16.3% since the beginning of the year, compared to a -0.6% decline in the S&P 500 [3] - The current Zacks Rank for Landstar is 5 (Strong Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.35 on revenues of $1.23 billion, and for the current fiscal year, it is $5.32 on revenues of $4.95 billion [7] - The trend for estimate revisions ahead of the earnings release has been unfavorable [6] Industry Context - The Transportation - Truck industry, to which Landstar belongs, is currently ranked in the bottom 2% of over 250 Zacks industries, suggesting a challenging environment [8]

Company Performance - Rapid7 reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, but down from $0.55 per share a year ago, representing an earnings surprise of 40% [1] - The company posted revenues of $210.25 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.14% and up from $205.1 million year-over-year [2] - Over the last four quarters, Rapid7 has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Rapid7 shares have declined approximately 37.5% since the beginning of the year, compared to a decline of 3.8% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $214.54 million, and for the current fiscal year, it is $1.78 on revenues of $865.36 million [7] - The estimate revisions trend for Rapid7 is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Rapid7 belongs, is currently in the top 39% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Company Performance - DaVita HealthCare reported quarterly earnings of $2 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, but down from $2.38 per share a year ago, representing an earnings surprise of 14.29% [1] - The company posted revenues of $3.22 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.38% and up from $3.07 billion year-over-year [2] - Over the last four quarters, DaVita has surpassed consensus EPS estimates three times and topped revenue estimates four times [2] Stock Outlook - DaVita HealthCare shares have declined approximately 3.9% since the beginning of the year, compared to a 3.8% decline in the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $2.89 on revenues of $3.3 billion, and for the current fiscal year, it is $10.76 on revenues of $13.46 billion [7] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which DaVita belongs, is currently ranked in the top 18% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly impact stock performance [5][8]

Editas Medicine (EDIT) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- 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 system.Individua ...

Core Viewpoint - Arista Networks (ANET) has shown a significant price increase of 19.1% over the past four weeks, with a mean price target of $109.49 indicating a potential upside of 26.6% from the current price of $86.52 [1] Price Targets and Estimates - The mean estimate consists of 18 short-term price targets with a standard deviation of $14.99, suggesting variability in analyst predictions. The lowest estimate is $87 (0.6% increase), while the highest is $130 (50.3% increase) [2] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price movement direction [9] Analyst Sentiment and Earnings Estimates - Analysts have shown increasing optimism about ANET's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 4.5%, with seven estimates moving higher and no negative revisions [12] Zacks Rank and Investment Potential - ANET holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating a strong potential for upside in the near term [13]