Core Insights - Skillsoft Corp. (SKIL) shares increased by 17.9% to close at $10.82, following a notable trading volume, despite a 46.3% loss over the past four weeks [1] - The company's Percipio platform has driven significant growth, with a 50% year-over-year increase in technology learners, 74% growth in AI learners, and a 158% rise in AI learning hours in Q2 of fiscal 2026 [2] - Skillsoft is projected to report quarterly earnings of $1.26 per share, reflecting a year-over-year increase of 169.2%, while revenues are expected to be $131.56 million, down 4.1% from the previous year [2] Earnings and Estimates - The consensus EPS estimate for Skillsoft has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating strong market confidence [5] Industry Context - Skillsoft operates within the Zacks Technology Services industry, where another company, Richtech (RR), has seen a decline of 43.9% over the past month, closing at $3 [5] - Richtech's consensus EPS estimate for its upcoming report is -$0.03, which is a 40% improvement from the previous year, and it currently holds a Zacks Rank of 3 (Hold) [6]

Group 1 - Rockwell Automation (NYSE: ROK) is a key player in the industrial automation and information technology sector, providing solutions that enhance productivity and efficiency [1][6] - Robert W. Baird has set a new price target for ROK at $402, indicating an 8.28% potential increase from its current trading price of $372.44 [1][6] - ROK's market capitalization is approximately $41.8 billion, reflecting its significant presence in the industry [4][6] Group 2 - ROK and Flex (FLEX) both hold a Zacks Rank of 2 (Buy), suggesting positive earnings estimate revisions and an improving earnings outlook [2][5][6] - ROK's stock has shown volatility over the past year, with a price range from a low of $215 to a high of $398.20, indicating potential for growth [3]

Company Performance - MongoDB's stock closed at $329.09, down 2.4% from the previous trading session, underperforming the S&P 500 which lost 1.56% [1] - Over the past month, MongoDB shares have gained 3.72%, while the Computer and Technology sector increased by 0.27% and the S&P 500 decreased by 0.26% [1] Upcoming Earnings - MongoDB is set to release its earnings report on December 1, 2025, with analysts expecting earnings of $0.79 per share, reflecting a year-over-year decline of 31.9% [2] - The consensus estimate for revenue is $591.22 million, indicating an 11.68% increase from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $3.7 per share and revenue at $2.35 billion, representing increases of 1.09% and 17.31% respectively from the prior year [3] Analyst Estimates - Recent changes to analyst estimates for MongoDB indicate a positive outlook, with the Zacks Consensus EPS estimate rising by 0.55% in the past month [5] Valuation Metrics - MongoDB is currently trading at a Forward P/E ratio of 91.05, significantly higher than the industry average of 29.35, indicating a premium valuation [6] - The company has a PEG ratio of 5.81, compared to the industry average PEG ratio of 1.98 [7] Industry Context - The Internet - Software industry, which includes MongoDB, has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [8]

Core Viewpoint - Customers Bancorp (CUBI) has seen a 1.6% increase in share price over the past four weeks, closing at $65, with analysts suggesting a potential upside of 30.4% based on a mean price target of $84.75 [1][11]. Price Targets - The average price target consists of eight estimates ranging from a low of $68.00 to a high of $95.00, with a standard deviation of $9.5, indicating variability among analysts [2]. - The lowest estimate suggests a 4.6% increase from the current price, while the highest indicates a 46.2% upside [2]. Analyst Sentiment - Analysts show strong agreement regarding CUBI's ability to report better earnings than previously predicted, which supports the expectation of a stock price increase [4][11]. - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 7.4%, with four estimates moving higher and no negative revisions [12]. Zacks Rank - CUBI 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 a strong potential for upside [13]. Price Movement Implications - While consensus price targets may not be entirely reliable, the direction they imply appears to be a good guide for potential price movement [14].

Group 1 - TransMedics (TMDX) has reached a significant support level and shows potential as a good investment from a technical perspective, having recently broken through the 50-day moving average, indicating a short-term bullish trend [1] - Over the past four weeks, TMDX has gained 11.7%, and it is currently ranked a Zacks Rank 3 (Hold), suggesting the stock could continue to rise [2] - Positive earnings estimate revisions further strengthen the bullish case for TMDX, with no estimates decreasing in the past two months and six estimates increasing, alongside a rise in the consensus estimate [3]

Core Viewpoint - Idexx Laboratories (IDXX) is showing potential for short-term gains as it has recently surpassed a key technical level of support and the 20-day moving average, indicating a bullish trend [1][3]. Technical Analysis - The 20-day simple moving average is a popular tool among traders, providing insights into a stock's price over a 20-day period, which is particularly useful for short-term trading [2]. - A stock price above the 20-day moving average signals a positive trend, while a price below indicates a downward trend [2]. Performance Metrics - Over the past four weeks, IDXX has experienced a 10% increase in stock price [3]. - The company currently holds a Zacks Rank 3 (Hold), suggesting potential for further upward movement [3]. Earnings Estimates - There have been seven upward revisions in earnings estimates for the current fiscal year, with no downward revisions, indicating positive sentiment among analysts [3]. - The consensus earnings estimate has also increased, reinforcing the bullish outlook for IDXX [4].

Core Insights - Wall Street analysts expect Workday (WDAY) to report quarterly earnings of $2.12 per share, reflecting a year-over-year increase of 12.2% [1] - Projected revenues for the quarter are anticipated to be $2.41 billion, which represents an 11.8% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1] Revenue Estimates - The consensus estimate for 'Revenues- Subscription services' is $2.24 billion, indicating a year-over-year change of +14.1% [3] - Analysts project 'Revenues- Professional services' to reach $179.94 million, reflecting a decline of -10.5% from the prior-year quarter [4] - The average prediction for 'Subscription Revenue Backlog' stands at $26.95 billion, up from $22.19 billion reported in the same quarter of the previous year [4] Stock Performance - Over the past month, Workday shares have recorded a return of -7.8%, compared to a -0.3% change in the Zacks S&P 500 composite [4] - Workday holds a Zacks Rank 3 (Hold), suggesting that its performance is likely to align with the overall market in the upcoming period [4]

Core Insights - Bath & Body Works (BBWI) reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.40 per share, and down from $0.49 per share a year ago [1][2] - The company posted revenues of $1.59 billion for the quarter, missing the Zacks Consensus Estimate by 2.02%, and down from $1.61 billion year-over-year [3] - The stock has underperformed significantly, losing about 45.7% since the beginning of the year compared to the S&P 500's gain of 12.9% [4] Earnings Performance - The earnings surprise for the quarter was -12.50%, with the company having surpassed consensus EPS estimates only two times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $2.15 on revenues of $2.82 billion, and for the current fiscal year, it is $3.40 on revenues of $7.46 billion [8] Industry Context - Bath & Body Works operates within the Zacks Retail - Miscellaneous industry, which is currently ranked in the top 37% of over 250 Zacks industries [9] - The performance of Bath & Body Works may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform lower-ranked ones by a factor of more than 2 to 1 [9] Future Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for Bath & Body Works is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [7]

Core Viewpoint - Jacobs Solutions reported quarterly earnings of $1.75 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, and showing an increase from $1.37 per share a year ago, representing an earnings surprise of +4.79% [1][2] Financial Performance - The company achieved revenues of $3.15 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.55%, and up from $2.96 billion in the same quarter last year [2] - Over the last four quarters, Jacobs Solutions has consistently surpassed consensus EPS estimates [2] Stock Performance - Jacobs Solutions shares have increased approximately 8.6% since the beginning of the year, while the S&P 500 has gained 12.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.60 on revenues of $3.16 billion, and for the current fiscal year, it is $7.00 on revenues of $12.98 billion [7] - The trend of estimate revisions for Jacobs Solutions was mixed prior to the earnings release, which may change following the recent results [6] Industry Context - The Building Products - Miscellaneous industry, to which Jacobs Solutions belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Jacobs Solutions may be influenced by the overall outlook for the industry [8]

分组1 - Shoe Carnival reported quarterly earnings of $0.53 per share, matching the Zacks Consensus Estimate, but down from $0.71 per share a year ago [1] - The company posted revenues of $297.16 million for the quarter ended October 2025, missing the Zacks Consensus Estimate by 0.02% and down from $306.89 million year-over-year [2] - Shoe Carnival shares have declined approximately 49.5% since the beginning of the year, contrasting with the S&P 500's gain of 12.9% [3] 分组2 - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters [4] - The estimate revisions trend for Shoe Carnival 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] - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $258.24 million, and for the current fiscal year, it is $1.88 on revenues of $1.14 billion [7] 分组3 - The Retail - Apparel and Shoes industry, to which Shoe Carnival belongs, is currently in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Designer Brands, another company in the same industry, is expected to report quarterly earnings of $0.18 per share, reflecting a year-over-year decline of 33.3% [9] - Designer Brands' anticipated revenues are projected to be $763 million, down 1.8% from the previous year [10]