Group 1 - Origin Bancorp (OBK) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which significantly impacts stock prices [1][3] - The Zacks rating system focuses on changes in earnings estimates, providing a more objective measure for investors compared to traditional Wall Street ratings [2][6] - The upgrade reflects a positive outlook on Origin Bancorp's earnings, potentially leading to increased buying pressure and a rise in stock price [3][5] Group 2 - The correlation between earnings estimate revisions and stock price movements is strong, with institutional investors using these estimates to determine fair value [4][6] - Rising earnings estimates indicate an improvement in the company's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10] - The Zacks Rank system classifies stocks based on earnings estimates, with only the top 20% receiving a "Strong Buy" or "Buy" rating, indicating superior potential for market-beating returns [9][10] Group 3 - For the fiscal year ending December 2025, Origin Bancorp is expected to earn $3.18 per share, with a 1.4% increase in the Zacks Consensus Estimate over the past three months [8]

Core Viewpoint - Silvercorp (SVM) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Company Performance and Outlook - The upgrade for Silvercorp reflects an improvement in the company's underlying business, which is expected to drive the stock price higher as investors recognize this trend [5]. - For the fiscal year ending March 2026, Silvercorp is projected to earn $0.41 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 5.1% over the past three months [8]. Zacks Rank System - The Zacks Rank system categorizes stocks based on earnings estimate revisions, with only the top 20% receiving a "Strong Buy" or "Buy" rating, indicating superior potential for market-beating returns [9][10]. - Silvercorp's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a favorable outlook for near-term price movement [10].

Core Viewpoint - Nurix Therapeutics, Inc. (NRIX) has seen a 2.3% increase in share price over the past four weeks, closing at $12.44, with analysts suggesting a potential upside of 143.4% based on a mean price target of $30.28 [1] Price Targets - The average of 18 short-term price targets ranges from a low of $16.00 to a high of $41.00, with a standard deviation of $6.49, indicating variability among estimates [2] - The lowest estimate suggests a 28.6% increase from the current price, while the highest estimate indicates a 229.6% upside [2] Analyst Consensus and Earnings Estimates - Analysts are optimistic about NRIX's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 0.7%, with two estimates moving higher and no negative revisions [12] Zacks Rank - NRIX currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Price Movement Guidance - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a directional guide for price movement [14]

Core Viewpoint - Scorpio Tankers (STNG) shows potential for significant upside, with a mean price target of $62.71 indicating a 49.8% increase from the current price of $41.85 [1] Price Targets - The average price target consists of seven estimates ranging from a low of $42.00 to a high of $75.00, with a standard deviation of $11.93, suggesting variability in analyst predictions [2] - The lowest estimate indicates a modest increase of 0.4%, while the highest suggests a substantial upside of 79.2% [2] Analyst Consensus and Earnings Estimates - Analysts are increasingly optimistic about STNG's earnings prospects, as evidenced by a positive trend in earnings estimate revisions [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 4.3%, with one estimate moving higher and no negative revisions [12] Zacks Rank - STNG holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [13] Caution on Price Targets - While price targets can provide insights, they should not be the sole basis for investment decisions due to historical inaccuracies in predicting actual stock price movements [3][7][10]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Gray Media (GTN) .Gray Media currently has an average brokerage r ...

Core Viewpoint - Johnson & Johnson is currently under observation due to its stock performance and potential future direction, particularly in relation to earnings estimates and revenue growth [1][2]. Earnings Estimate Revisions - For the current quarter, Johnson & Johnson is expected to report earnings of $2.64 per share, reflecting a decrease of -6.4% year-over-year, with a slight increase of +0.5% in the Zacks Consensus Estimate over the last 30 days [5]. - The consensus earnings estimate for the current fiscal year is $10.62, indicating a growth of +6.4% from the previous year, with a minor adjustment of +0.1% in the last month [5]. - For the next fiscal year, the earnings estimate stands at $11, suggesting a growth of +3.6% compared to the prior year, with a recent increase of +0.2% [6]. - Johnson & Johnson holds a Zacks Rank 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [7]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $22.77 billion, representing a year-over-year increase of +1.4% [11]. - For the current fiscal year, the revenue estimates are $91.19 billion and $94.24 billion, indicating growth rates of +2.7% and +3.4%, respectively [11]. Last Reported Results and Surprise History - In the last reported quarter, Johnson & Johnson achieved revenues of $21.89 billion, a year-over-year increase of +2.4%, and an EPS of $2.77, up from $2.71 a year ago [12]. - The company exceeded the Zacks Consensus Estimate for revenues by +1.26% and for EPS by +7.78% [12]. - Johnson & Johnson has consistently beaten consensus EPS and revenue estimates over the past four quarters [13]. Valuation - Johnson & Johnson is graded B in the Zacks Value Style Score, indicating it is trading at a discount compared to its peers [17].

Company Overview - Cipher Mining Inc. (CIFR) shares increased by 15.9% to close at $5.68, supported by high trading volume, and have gained 42.7% over the past four weeks [1] - The stock price surge is attributed to the recent increase in Bitcoin prices, the largest cryptocurrency [1] Financial Performance - Cipher Mining is expected to report a quarterly loss of $0.12 per share, reflecting a year-over-year decline of 140% [2] - Projected revenues for the upcoming quarter are $48.37 million, which is a 31.4% increase compared to the same quarter last year [2] Earnings Estimates - The consensus EPS estimate for Cipher Mining has been revised 17.4% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [3] - A strong correlation exists between earnings estimate revisions and near-term stock price movements, suggesting potential for further strength in CIFR [2][3] Industry Context - Cipher Mining is part of the Zacks Technology Services industry, which includes other companies like Crane NXT (CXT) [4] - Crane NXT's consensus EPS estimate remains unchanged at $0.96, representing a year-over-year decline of 9.4% [5] - Both Cipher Mining and Crane NXT currently hold a Zacks Rank of 3 (Hold) [4][5]

Group 1 - Perimeter Solutions, SA (PRM) shares increased by 8.5% to close at $15.27, with a notable trading volume, and a total gain of 13.5% over the past four weeks [1] - The company has opened a new PHOS-CHEK facility in McClellan Park, Sacramento, CA, which is one of the most advanced fire-retardant production facilities globally, covering an area of 110,000 square feet [2] - This new facility will produce three key fire retardants: PHOS-CHEK MVP-Fx, PHOS-CHEK 259-Fx, and PHOS-CHEK LCE20-Fx, bringing the total number of PHOS-CHEK production facilities to seven across the U.S. and Canada [3] Group 2 - Perimeter Solutions is expected to report quarterly earnings of $0.28 per share, reflecting a year-over-year increase of 100%, with revenues projected at $133.75 million, up 5.1% from the previous year [4] - The consensus EPS estimate for Perimeter Solutions has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - Perimeter Solutions holds a Zacks Rank of 2 (Buy), indicating positive market sentiment, while another company in the same industry, CSW Industrials, has seen a slight decline in stock price [5]

作者 | 瀑风 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1916810989434807458 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『VLA』技术交流群 本文只做学术分享，如有侵权，联系删文 2025年5月，VLA的RL领域掀起了一股热潮，不仅传统的PPO、GRPO、DPO等算法纷纷被移用到VLA上， 而且各种针对VLA特殊性的创新tricks层出不穷。本文将梳理VLA领域RL算法的来龙去脉。 早期探索：iRe-VLA （Improving Vision-Language-Action Model with Online Reinforcement Learning） ★ https://arxiv.org/pdf/2501.16664 arxiv.org/pdf/2501.16664 这篇文章的核心算法是PPO，并且针对在线强化学习不稳定的问题提出了双阶段的训练范式： 具体实现上，此文没有采用已有的VLA模型结构，而是将BLIP-2 3B用于VLM backb ...

Company Overview - Ecovyst (ECVT) shares increased by 9.2% to close at $8.3, supported by high trading volume compared to normal sessions [1] - The stock had previously shown no significant movement over the past four weeks [1] Analyst Insights - A Citi analyst raised Ecovyst's price target from $7.50 to $10.00 while maintaining a Buy rating [2] - The analyst also revised EBITDA estimates for the second quarter of 2025 and full-year 2025, increasing them by 2% and 1% respectively [2] - The positive outlook is attributed to improved refinery utilization, stabilizing industrial production, and reduced tariff concerns [2] Earnings Expectations - Ecovyst is projected to report quarterly earnings of $0.12 per share, unchanged from the same quarter last year [3] - Expected revenues are $204.83 million, reflecting a 12.1% increase year-over-year [3] - The consensus EPS estimate has remained stable over the last 30 days, indicating a lack of upward revisions which typically correlate with stock price movements [4] Industry Context - Ecovyst operates within the Zacks Chemical - Specialty industry, which includes other companies like Daqo New Energy (DQ) [4] - Daqo's stock rose by 15.8% to $17.71, with a 12.8% return over the past month [4] - Daqo's consensus EPS estimate for the upcoming report is -$1.16, representing a 35.9% change compared to the previous year [5]