Core Thesis - Owens Corning is positioned to benefit from the aging housing market and growth in its core markets, with strong fundamentals and a cheap stock valuation [4][5][10] Industry Trends - The typical home in the U.S. reached a record age of 36 years in 2024, up from 27 years in 2012, due to a lack of new supply and better affordability of older homes [5][6] - The U.S. construction industry has seen a significant decline in new home builds, with only 9% of homes built in the 2010s, the lowest share since the 1940s [6] Company Segments - Owens Corning has three reportable business segments: Roofing (44% of revenue), Insulation (35%), and Doors (21%) as of 1Q25 [11][10] - Each of these segments is forecasted to grow over the next decade, providing long-term opportunities for the company [10][19] Financial Performance - Since 2014, Owens Corning has achieved an 8% annual revenue growth and a 17% annual growth in net operating profit after tax (NOPAT) [12][13] - The NOPAT margin improved from 6% in 2014 to 14% in the trailing twelve months (TTM), with return on invested capital (ROIC) increasing from 4% to 11% [13][17] Shareholder Returns - The company has paid $898 million in cumulative dividends since 2019, increasing its quarterly dividend from $0.22/share in 1Q19 to $0.69/share in 1Q25, resulting in a current yield of 1.9% [18] - Owens Corning repurchased $2.8 billion worth of shares from 2019 to 1Q25, with a new authorization for 12 million shares in May 2025 [20][21] Cash Flow Generation - From 2019 to 2023, Owens Corning generated $4.6 billion in free cash flow (FCF), equating to 25% of the company's enterprise value [22] - Despite a negative FCF of -$3.7 billion in 2Q24 due to an acquisition, the company has since reported positive and rising FCF in subsequent quarters [23] Market Challenges - Current economic uncertainty is impacting consumer spending, particularly in home purchases, with homes selling at the slowest pace in six years [26] - A significant number of homes (worth $698 billion) are currently for sale, representing a 20% increase from the previous year [26] Valuation Insights - At a current price of $140/share, the market expects Owens Corning's profits to decline by 10% from TTM levels, despite historical growth rates of 19% compounded annually over the last five years [29][30] - If NOPAT grows at a slower rate of 2% annually through 2034, the stock could be worth $171/share, indicating a potential upside of 22% [31]

AT&T Inc. (NYSE: T ) is up nearly 50 percent over the past year. With momentum building, the question on investors' minds is whether this rally is just the beginning or if it’s about to flatline, as investor skepticism is understandable.Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his w ...

Group 1 - The analyst has been involved in fundamental analysis of publicly listed companies since 2020, including Covestro, Signify, Alibaba, Verizon, and China Mobile [1] - The analyst's background as an accountant at a Big-4 accounting firm provides expertise in analyzing annual reports and financial information [1] - The ability to assess whether a stock is undervalued or overvalued is crucial for making informed long-term investment decisions [1] Group 2 - The analyst is open to suggestions for interesting companies to analyze and does not focus on any specific sector [1]

Analysts on Wall Street project that Pinnacle Financial (PNFP) will announce quarterly earnings of $1.92 per share in its forthcoming report, representing an increase of 17.8% year over year. Revenues are projected to reach $492.81 million, increasing 34.4% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections durin ...

Core Viewpoint - JB Hunt (JBHT) is expected to report quarterly earnings of $1.34 per share, a 1.5% increase year-over-year, with revenues forecasted at $2.96 billion, reflecting a 1.1% year-over-year increase [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenue- Truckload' at $163.94 million, indicating a year-over-year decrease of 2.5% [4]. - 'Revenue- Dedicated' is expected to reach $849.27 million, reflecting a slight decrease of 0.2% from the previous year [5]. - 'Revenue- Final Mile Services' is estimated at $219.08 million, showing a year-over-year decline of 6.9% [5]. - 'Revenue- Integrated Capacity Solutions' is forecasted to be $272.18 million, indicating a 0.7% increase from the prior year [5]. Key Metrics - The consensus for 'Dedicated - Average trucks during the period' is 12,624, down from 13,142 year-over-year [6]. - 'Integrated Capacity Solutions - Revenue per load' is projected at $1,949.26, compared to $1,860.00 last year [6]. - 'Intermodal - Revenue per load' is expected to be $2,797.39, down from $2,829.00 year-over-year [6]. - 'Intermodal - Trailing equipment (end of period)' is estimated at 125,792, up from 121,169 last year [7]. - 'Final Mile Services - Average trucks during the period' is projected at 1,347, down from 1,374 year-over-year [7]. Load Estimates - 'Integrated Capacity Solutions - Loads' is expected to be 140,866, down from 145,362 last year [8]. - 'Intermodal - Loads' is forecasted at 523,353, an increase from 497,446 in the same quarter last year [8]. - 'Truckload - Loads' is projected to reach 94,663, up from 92,628 year-over-year [8]. Stock Performance - Over the past month, JB Hunt shares have returned +8.4%, outperforming the Zacks S&P 500 composite's +4.4% change [9]. - JBHT holds a Zacks Rank 4 (Sell), indicating a likely underperformance compared to the overall market in the upcoming period [9].

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Eaton (ETN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this power management company have returned +10.5%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Manufacturing - Electronics industry, which Eaton falls in, has gained 10.1%. The key question now is: What could be the stock's future direction?Althou ...

GE Vernova (GEV) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this the energy business spun off from General Electric have returned +10.8% over the past month versus the Zacks S&P 500 composite's +4.4% change. The Zacks Alternative Energy - Other industry, to which GE Vernova belongs, has gained 2.8% over this period. Now the key question is: Where could the stock be heade ...

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for profitable short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum [1][2][3]. Group 1: Stock Screening Strategy - The "Recent Price Strength" screen is designed to identify stocks with sufficient fundamental strength to maintain their recent uptrend, focusing on those trading in the upper portion of their 52-week high-low range, indicating bullishness [3]. - Accel Entertainment (ACEL) is highlighted as a suitable candidate that passed through this screening process, showing a solid price increase of 9.3% over the past 12 weeks, reflecting investor confidence [4]. - ACEL has also maintained a price increase of 5.3% over the last four weeks, indicating that the upward trend is still intact, and it is currently trading at 81.7% of its 52-week high-low range, suggesting a potential breakout [5]. Group 2: Fundamental Strength - ACEL carries a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The Zacks Rank system has a strong track record, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988, indicating the effectiveness of this ranking system [7]. - The Average Broker Recommendation for ACEL is 1 (Strong Buy), reflecting high optimism from the brokerage community regarding the stock's near-term performance [7]. Group 3: Additional Insights - The article suggests that ACEL's price trend is unlikely to reverse soon, and there are other stocks that also meet the criteria of the "Recent Price Strength" screen, encouraging investors to explore these options [8]. - The key to successful stock-picking is ensuring that the strategy has produced profitable results in the past, which can be backtested using the Zacks Research Wizard [9].

Market Overview - The Market Clubhouse provides daily updates on key price levels for major stocks including SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA, based on a proprietary formula that considers price, volume, and options flow [1][2]. SPDR S&P 500 ETF Trust (SPY) - SPY is trading near 623.32, with bullish targets at 624.57 and 626.11, potentially reaching 627.81 if momentum continues [2]. - If SPY falls below 623.32, sellers will target 622.26, with further downside risks to 620.97 and 619.23, potentially reaching 617.68 [3]. Invesco QQQ Trust Series 1 (QQQ) - QQQ is near 555.21, with bullish targets at 557.14 and 559.62, aiming for 566.30 if buying momentum is strong [4]. - A failure to hold above 555.21 could lead to a decline towards 553.46, with further support at 552.32 and a bearish target of 549.59 [5]. Apple Inc. (AAPL) - AAPL is trading around 209.81, with initial bullish targets at 211.12 and 212.44, potentially reaching 214.07 [6]. - If the support at 209.81 is lost, sellers will target 208.81, with further downside to 207.93 and a bearish target of 206.55 [7]. Microsoft Corp. (MSFT) - MSFT is near 502.51, with bullish targets at 504.11 and 505.98, aiming for 508.42 if buying persists [8]. - A drop below 502.51 could see sellers targeting 501.34, with further downside risks to 499.79 and a target of 496.90 [9]. NVIDIA Corporation (NVDA) - NVDA is trading around 164.35, with bullish targets at 165.39 and 166.76, potentially reaching 169.76 [11]. - If NVDA cannot hold above 164.35, sellers will target 162.15, with further support at 160.64 and a bearish target of 158.34 [12]. Alphabet Inc Class A (GOOGL) - GOOGL is near 176.23, with bullish targets at 177.28 and 179.15 if buying momentum is strong [13]. - A failure to maintain 176.23 could lead to a decline towards 175.12, with further downside risks to 174.01 and a target of 172.28 [14]. Meta Platforms Inc (META) - META is trading near 733.41, with bullish targets at 736.12 and 738.07, potentially reaching 743.36 [15]. - If support at 733.41 is lost, sellers will target 729.50, with further downside to 727.04 and a bearish target of 725.04 [16]. Tesla Inc. (TSLA) - TSLA is around 298.28, with bullish targets at 300.56 and 304.24, potentially reaching 312.42 [17]. - A breach of 298.28 could lead to sellers targeting 296.44, with further downside risks to 294.60 and a target of 293.21 [18]. Economic Insights - The economic schedule includes Initial and Continuing Jobless Claims data at 8:30 AM ET, and a 30-Year Bond Auction at 1 PM ET, which may influence market sentiment [19].