Core Insights - Chewy reported $3.12 billion in revenue for the quarter ended October 2025, marking an 8.3% year-over-year increase and exceeding the Zacks Consensus Estimate of $3.1 billion by 0.59% [1] - The company achieved an EPS of $0.32, up from $0.20 a year ago, surpassing the consensus EPS estimate of $0.30 by 6.67% [1] Revenue and Earnings Performance - Revenue of $3.12 billion represents an 8.3% increase year-over-year [1] - EPS increased to $0.32 from $0.20 year-over-year [1] - Chewy's stock has returned +4.7% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] Key Metrics - Active customers reached 21,155, slightly above the average estimate of 21,045 [4] - Net sales per active customer were $595.00, compared to the estimated $597.88 [4] - Net Sales in Consumables were $2.18 billion, exceeding the $2.16 billion estimate, reflecting a 6.5% year-over-year increase [4] - Net Sales in Other categories were $592.1 million, below the estimated $609.23 million, but showing a 10.1% year-over-year increase [4] - Net Sales in Hardgoods reached $348.6 million, surpassing the $335.8 million estimate, with a year-over-year increase of 17.6% [4]

Core Insights - Dave & Buster's reported revenue of $448.2 million for the quarter ended October 2025, reflecting a year-over-year decline of 1.1% and a surprise of -2.6% compared to the Zacks Consensus Estimate of $460.15 million [1] - The company posted an EPS of -$1.14, which is worse than the -$0.45 reported a year ago, but better than the consensus estimate of -$1.16, resulting in an EPS surprise of +1.72% [1] Financial Performance Metrics - Comparable Store Sales decreased by 4%, which is worse than the average estimate of -3.2% based on five analysts [4] - The total number of stores at the end of the period remained at 241, matching the average estimate [4] - Company-owned stores for Dave & Buster's totaled 177, slightly below the average estimate of 178 [4] - Entertainment revenues were reported at $279.4 million, which is lower than the average estimate of $291.82 million, representing a year-over-year decline of 5.2% [4] - Food and beverage revenues reached $168.8 million, exceeding the average estimate of $168.24 million, with a year-over-year increase of 6.6% [4] Stock Performance - Over the past month, shares of Dave & Buster's have returned +28.8%, significantly outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - AeroVironment's stock is experiencing a decline in after-hours trading due to disappointing financial results for Q2 2026 and a downward revision of guidance for fiscal 2026 [1][6]. Financial Performance - AeroVironment reported Q2 2026 revenue of $472.5 million, reflecting a 151% year-over-year increase, surpassing analysts' estimates of $465.6 million [7]. - The company posted adjusted diluted earnings per share (EPS) of $0.44, which is a 6.4% decrease year-over-year, falling short of analysts' expectations of $0.79 [4]. Market Reaction - As of 4:50 p.m. ET, shares of AeroVironment are down 4.7% from their closing price of $281.42 at 4:00 p.m. [2]. - The stock's current price is $281.42, with a market capitalization of $14 billion [5]. Future Outlook - Management has revised its guidance for adjusted diluted EPS for fiscal 2026 to a range of $3.40 to $3.55, down from the previous projection of $3.60 to $3.70 [6]. - Despite the stock's decline, the company is expected to continue strong revenue growth in fiscal 2026, suggesting potential long-term investment opportunities [7].

Core Insights - eBay Inc. is valued at a market cap of $37.3 billion, positioning it as a significant player in the global e-commerce marketplace [1] - The company operates primarily as a marketplace facilitator, generating revenue through transaction fees, advertising services, and payment-related activities, and serves users in over 190 markets [2] Market Performance - eBay's stock is currently trading 17.1% below its 52-week high of $101.15 and has fallen 9.9% over the past three months, underperforming the First Trust Dow Jones Internet Index Fund's 3.4% gains [3] - Over the past year, eBay's stock has increased by 31.8%, significantly outperforming the FDN's 6.7% gain, and is up 35.4% year-to-date, compared to FDN's 12.1% increase [4] Technical Analysis - The stock has maintained its position above the 200-day moving average for most of the year, indicating long-term strength, but has slipped below the 50-day moving average since late October, suggesting short-term uncertainty [4] Recent Developments - On November 13, eBay shares fell 2.9% as investors shifted away from technology stocks amid broader market weakness and profit-taking, part of a trend of cautious investment behavior [5] - eBay has outperformed its rival MercadoLibre, Inc., which gained 7.3% over the past 52 weeks and 22.8% year-to-date [5] Analyst Ratings - The stock has a consensus rating of "Moderate Buy" from 34 analysts, with a mean price target of $95.31, indicating a potential upside of 13.7% from current market prices [6]

Core Viewpoint - Lululemon Athletica Inc is facing a decline in stock price ahead of its third-quarter earnings report, with expectations of disappointing results due to shrinking margins and increased competition [1] Group 1: Earnings Expectations - Jeffries has reiterated an "underperform" rating for Lululemon, lowering its price target to $120, citing pricing pressures and competition from Alo Yoga [1] - The stock is currently trading at $180.80, down 4.8% [1] Group 2: Stock Performance - Lululemon's stock has not recovered from a bear gap following its September 5 earnings report, despite a partnership with the NFL and Fanatics [2] - The stock has found support at $160, which is near its five-year low of $159.25 [2] - Year-to-date, Lululemon's equity has decreased by 52.8% [2] Group 3: Historical Performance - The stock has a weak post-earnings history, dropping 18.6%, 19.8%, and 14.2% after its last three earnings reports [4] - Options traders are anticipating a 17.8% price swing, indicating a critical moment for the stock [4] Group 4: Options Market Sentiment - Options traders are exhibiting increased bearish sentiment, with a 10-day put/call volume ratio of 1.12, ranking higher than 88% of readings from the past year [5]

Core Viewpoint - O'Reilly Automotive's stock split 15-for-1 this summer does not alter the total value of investors' positions, but the stock has shown varying performance over different time frames [1]. Summary by Time Frame 1-Year Investors - Investors who purchased O'Reilly shares a year ago have seen a gain of 19.2%, with the stock rising nearly 30% by late September after the June split, although it faced a decline in October [3]. - Compared to the S&P 500's increase of 12.9% over the same period, O'Reilly stockholders outperformed the market by 6.3 percentage points [3]. 3-Year Investors - For those who invested three years ago, O'Reilly shares have appreciated by 75.5%, surpassing the S&P 500's 68.8% increase by 6.7 percentage points [5]. - The stock has had periods of both underperformance and outperformance relative to the S&P 500 over the past three years [5]. 5-Year and Longer Investors - Over the past five years, O'Reilly stock has significantly outperformed the S&P 500, with returns of 229% compared to the S&P's 86% [7]. - A 10-year investment in O'Reilly has yielded a return of 473%, exceeding the S&P 500's 229% return by more than 244 percentage points [7].

Core Insights - The article does not provide specific information regarding any company or industry, focusing instead on general information about Investor's Business Daily and its services [2][4][5]. Group 1 - The content emphasizes that the information provided is for informational and educational purposes only, and should not be construed as an offer or recommendation to buy or sell securities [4]. - It mentions that the information has been obtained from reliable sources, but there is no guarantee regarding its accuracy or timeliness [4]. - Historical investment performances are noted as not being indicative of future success or performance [4]. Group 2 - The document lists various services and products offered by Investor's Business Daily, including IBD Live, IBD Digital, and MarketDiem [5]. - It highlights that real-time prices are sourced from Nasdaq Last Sale, but not all markets are included [5]. - Ownership data is provided by LSEG and estimate data by FactSet, indicating a reliance on third-party data sources [5].

Core Insights - Wall Street analysts anticipate that Dave & Buster's (PLAY) will report a quarterly loss of -$1.19 per share, reflecting a significant year-over-year decline of 164.4% [1] - Revenue projections for the upcoming quarter are estimated at $460.15 million, which represents a modest increase of 1.6% compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating that analysts have not revised their initial projections during this period [1][2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [2] Key Metrics Analysis - Analysts predict that 'Entertainment revenues' will reach $291.82 million, indicating a year-over-year decline of 1% [4] - 'Food and beverage revenues' are expected to be $168.24 million, suggesting a year-over-year increase of 6.2% [4] - The forecast for 'Stores Count - End of Period' is 241, an increase from 227 reported in the same quarter of the previous year [4] Stock Performance - Over the past month, shares of Dave & Buster's have increased by 22.6%, significantly outperforming the Zacks S&P 500 composite, which saw a change of only 0.1% [5] - Despite recent gains, Dave & Buster's holds a Zacks Rank of 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [5]

Shares of International Business Machines (NYSE: IBM) are up roughly 40% in 2025, yet retail traders on Reddit and X remain unconvinced. ...

Core Viewpoint - Centene Corporation is a large-cap healthcare enterprise with a market cap of $19.1 billion, focusing on under-insured and uninsured individuals, as well as commercial organizations [1][2]. Financial Performance - Centene's shares have dropped 41.9% from its 52-week high of $66.81, but have increased 29.1% over the past three months, outperforming the S&P 500 Index's gain of 6.2% during the same period [3]. - Year-to-date, Centene's stock is down 35.9%, underperforming the S&P 500's rise of 16.5%, and has dipped 34.7% over the past 52 weeks compared to the S&P 500's return of 13.2% [4]. - The stock has been trading below its 50-day and 200-day moving averages since last year, but has recently moved above its 50-day moving average since early September [4]. Recent Developments - On October 29, Centene's shares jumped 12.5% after the company raised its 2025 adjusted profit forecast to at least $2 per share, which is well above previous estimates [5]. - The company reported a strong Medicaid performance with a 93.4% Medicaid Health Benefits Ratio (HBR) and a total HBR of 92.7%, alongside signs of stabilizing high-cost drug trends [5]. - Centene also exceeded expectations with a Q3 2025 adjusted EPS of $0.50 [5]. Competitive Landscape - In comparison, rival Elevance Health, Inc. has shown a less pronounced decline, with its stock decreasing 10.3% year-to-date and nearly 19% over the past 52 weeks [6]. - Analysts remain cautious on Centene due to its weak performance, with a consensus rating of "Hold" from 20 analysts and a mean price target of $40.53, representing a 4.4% premium to current levels [6].