Core Insights - Workday's stock closed at $232.21, down 3.54% from the previous session, underperforming the S&P 500's gain of 0.34% [1] - Over the past month, Workday's shares increased by 5.17%, while the Computer and Technology sector rose by 8.07% and the S&P 500 by 3.54% [1] Earnings Expectations - Analysts expect Workday to report an EPS of $2.12, reflecting a 12.17% increase year-over-year [2] - Revenue is projected at $2.42 billion, an 11.84% rise from the same quarter last year [2] - For the fiscal year, earnings are estimated at $8.84 per share and revenue at $9.51 billion, indicating increases of 21.1% and 12.63% respectively from the prior year [3] Analyst Estimates and Stock Performance - Changes in analyst estimates for Workday are crucial as they often indicate shifts in near-term business trends [4] - Recent upward adjustments in estimates suggest a favorable outlook on Workday's business health and profitability [4] - The Zacks Rank system, which reflects these estimate changes, currently rates Workday as 1 (Strong Buy) [6] Valuation Metrics - Workday has a Forward P/E ratio of 27.22, which is lower than the industry's Forward P/E of 30.19, indicating a potential discount [7] - The company's PEG ratio stands at 1.28, compared to the Internet - Software industry's average PEG ratio of 2.3 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 59, placing it in the top 24% of over 250 industries [8] - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Netflix closed at $1,170.90, down 2.34% from the previous trading session, underperforming the S&P 500's gain of 0.34% [1] - Over the last month, Netflix shares decreased by 1.25%, while the Consumer Discretionary sector lost 0.7% and the S&P 500 gained 3.54% [1] Upcoming Earnings - Netflix is set to release its earnings on October 21, 2025, with projected EPS of $6.88, indicating a 27.41% increase year-over-year [2] - Revenue is expected to reach $11.52 billion, reflecting a 17.3% rise from the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates forecast earnings of $26.06 per share and revenue of $45.03 billion for the full year, representing year-over-year changes of +31.42% and +15.47%, respectively [3] - Recent changes in analyst estimates suggest a positive outlook for Netflix's business [3] Valuation Metrics - Netflix has a Forward P/E ratio of 46.01, which is a premium compared to the industry average of 30.9 [6] - The company has a PEG ratio of 2.02, compared to the Broadcast Radio and Television industry's average PEG ratio of 2 [7] Industry Context - The Broadcast Radio and Television industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 177, placing it in the bottom 29% of over 250 industries [8] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - VALE S.A. stock performance has outpaced the S&P 500 and the Basic Materials sector over the past month, gaining 4.57% compared to 3.15% and 4.37% respectively [1] - Upcoming earnings report is projected to show a decline in earnings per share (EPS) by 21.43% year-over-year, with an expected EPS of $0.44 and revenue of $10.28 billion, reflecting a 7.63% increase from the previous year [2] - For the entire fiscal year, earnings are estimated at $1.69 per share and revenue at $37.79 billion, indicating a decline of 7.14% and 0.71% respectively from the prior year [3] Analyst Forecasts - Recent revisions to analyst forecasts for VALE S.A. are crucial as they reflect changes in short-term business dynamics, with positive revisions indicating analyst optimism [4] - The Zacks Rank system, which assesses estimate changes, is designed to provide actionable investment ratings, with stocks rated 1 historically delivering an average annual return of +25% since 1988 [5][6] Valuation Metrics - VALE S.A. currently has a Forward P/E ratio of 6.36, which aligns with the industry average, indicating no significant deviation [7] - The Mining - Iron industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 89, placing it in the top 37% of over 250 industries [7][8]

Company Performance - Western Digital (WDC) closed at $120.06, with a gain of +2.84% from the previous trading session, outperforming the S&P 500's daily gain of 0.41% [1] - Prior to the latest trading day, WDC shares had increased by 45.31%, significantly surpassing the Computer and Technology sector's gain of 7.63% and the S&P 500's gain of 3.15% [1] Financial Projections - The upcoming EPS for Western Digital is projected at $1.57, indicating an 11.80% decline compared to the same quarter of the previous year [2] - Revenue is expected to be $2.7 billion, reflecting a 34.03% decrease compared to the corresponding quarter of the prior year [2] - For the entire fiscal year, earnings are projected at $6.53 per share, representing a +32.45% change, while revenue is estimated at $10.92 billion, indicating a -17.76% change from the prior year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates for Western Digital are crucial as they reflect changing business trends, with positive revisions indicating analyst optimism [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Western Digital as 3 (Hold) [6] Valuation Metrics - Western Digital has a Forward P/E ratio of 17.87, which aligns with the industry average [7] - The company has a PEG ratio of 0.92, significantly lower than the Computer-Storage Devices industry's average PEG ratio of 2.08 [7] Industry Context - The Computer-Storage Devices industry ranks in the bottom 21% of all industries, with a Zacks Industry Rank of 196 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Intuit's stock closed at $682.91, down 1.7% from the previous trading session, underperforming the S&P 500's gain of 0.41% [1] - Over the past month, Intuit's stock has increased by 4.15%, which is below the Computer and Technology sector's gain of 7.63% but above the S&P 500's gain of 3.15% [1] Upcoming Earnings - Intuit is expected to report an EPS of $3.1, reflecting a 24% increase from the prior-year quarter, with revenue anticipated at $3.76 billion, a 14.55% increase compared to the same quarter last year [2] - For the full year, earnings are projected at $23.08 per share and revenue at $21.07 billion, indicating increases of 14.54% and 11.9% respectively from the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Intuit should be monitored, as positive estimate revisions can indicate an optimistic business outlook [4] - Changes in estimates are correlated with near-term stock prices, and investors can utilize the Zacks Rank system to capitalize on these changes [5] Zacks Rank and Valuation - Intuit currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining steady over the past month [6] - The company has a Forward P/E ratio of 30.09, which is higher than the industry average of 29.82, and a PEG ratio of 2, compared to the industry average PEG ratio of 2.12 [7] Industry Context - The Computer - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 153, placing it in the bottom 39% of over 250 industries [8]

Core Insights - Ford Motor Company (F) experienced a -1.08% change in its stock price, closing at $11.96, which underperformed compared to the S&P 500's gain of 0.41% [1] - Over the past month, Ford's shares increased by 2.72%, lagging behind the Auto-Tires-Trucks sector's gain of 18.41% and the S&P 500's gain of 3.15% [1] Earnings Performance - Analysts expect Ford to report earnings of $0.38 per share, reflecting a year-over-year decline of 22.45% [2] - The Zacks Consensus Estimate for revenue is projected at $42.26 billion, down 1.87% from the previous year [2] - For the annual period, anticipated earnings are $1.16 per share and revenue is expected to be $168.24 billion, indicating declines of -36.96% and -2.57% respectively [3] Analyst Estimates - Recent modifications to analyst estimates for Ford are crucial as they indicate changing business trends [4] - Upbeat changes in estimates suggest a favorable outlook on the company's health and profitability [4] Zacks Rank - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently places Ford at 3 (Hold) [6] - There has been no change in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - Ford is trading at a Forward P/E ratio of 10.43, which is below the industry average of 14.24 [7] - The company has a PEG ratio of 3.48, compared to the Automotive - Domestic industry's average PEG ratio of 2.52 [7] Industry Context - The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector and holds a Zacks Industry Rank of 153, placing it in the bottom 39% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1: Company Performance - Coinbase Global, Inc. closed at $337.54, reflecting a +1.06% change from the previous day, outperforming the S&P 500's gain of 0.41% [1] - Over the past month, shares of Coinbase have increased by 9.67%, significantly higher than the Finance sector's gain of 1.64% and the S&P 500's gain of 3.15% [1] Group 2: Earnings Forecast - The upcoming earnings report for Coinbase is expected to show an EPS of $1.04, indicating a growth of 67.74% compared to the same quarter last year [2] - Revenue is projected to be $1.71 billion, reflecting a 42.19% increase from the equivalent quarter last year [2] Group 3: Annual Estimates - For the entire year, the Zacks Consensus Estimates forecast earnings of $7.01 per share and revenue of $7.03 billion, representing changes of -7.76% and +7.16% respectively compared to the previous year [3] - Recent changes to analyst estimates for Coinbase may indicate shifting business dynamics, with positive revisions suggesting optimism about the business outlook [3][4] Group 4: Zacks Rank and Valuation - Coinbase currently holds a Zacks Rank of 3 (Hold), with no changes in the Zacks Consensus EPS estimate over the past month [5] - The company is trading at a Forward P/E ratio of 47.65, which is a premium compared to the industry average Forward P/E of 13 [6] Group 5: Industry Context - The Financial - Miscellaneous Services industry, part of the Finance sector, has a Zacks Industry Rank of 78, placing it within the top 32% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Group 1: Stock Performance - Oneok Inc. (OKE) closed at $73.10, reflecting a -1.07% change from the previous day, underperforming the S&P 500 which gained 0.26% [1] - Over the past month, Oneok's shares have decreased by 3.26%, while the Oils-Energy sector gained 4.06% and the S&P 500 increased by 2.87% [1] Group 2: Upcoming Earnings - Oneok Inc. is expected to report an EPS of $1.48, representing a 25.42% increase from the prior-year quarter [2] - The Zacks Consensus Estimate projects net sales of $9.31 billion, an 85.4% increase from the year-ago period [2] - For the annual period, anticipated earnings are $5.44 per share and revenue is projected at $35.71 billion, indicating increases of +5.22% and +64.58% respectively from last year [2] Group 3: Analyst Estimates and Rankings - Changes in analyst estimates for Oneok Inc. are important as they reflect short-term business dynamics, with positive revisions indicating optimism about the business outlook [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Oneok Inc. at 3 (Hold) after a 0.7% decrease in the consensus EPS estimate over the last 30 days [5] Group 4: Valuation Metrics - Oneok Inc. has a Forward P/E ratio of 13.58, which is a premium compared to the industry average Forward P/E of 12.41 [6] - The company has a PEG ratio of 1.81, higher than the industry average PEG ratio of 1.42 [7] Group 5: Industry Context - The Oil and Gas - Production Pipeline - MLB industry, which includes Oneok Inc., has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

Core Viewpoint - PagSeguro Digital Ltd. is showing positive momentum in its stock performance and is expected to report strong financial results in the upcoming release, with significant year-over-year growth in earnings and revenue [1][2][3]. Company Performance - The stock price of PagSeguro Digital Ltd. closed at $10.32, reflecting a 2.79% increase from the previous day, outperforming the S&P 500's gain of 0.26% [1]. - Over the past month, the company's shares have risen by 12.05%, contrasting with a 0.31% loss in the Business Services sector and a 2.87% gain in the S&P 500 [1]. Financial Expectations - The anticipated earnings per share (EPS) for the upcoming quarter is $0.36, representing a 12.5% increase compared to the same quarter last year [2]. - Revenue is expected to reach $947.9 million, indicating an 8.8% increase from the same quarter of the previous year [2]. - Full-year estimates project earnings of $1.4 per share and revenue of $3.68 billion, reflecting year-over-year changes of +15.7% and +5.35%, respectively [3]. Analyst Estimates and Rankings - Recent revisions to analyst estimates for PagSeguro Digital Ltd. are seen as a positive indicator for the business outlook, with the Zacks Consensus EPS estimate rising by 8.53% over the past month [3][5]. - The company currently holds a Zacks Rank of 1 (Strong Buy), which has historically contributed to an average annual return of +25% since 1988 [5]. Valuation Metrics - PagSeguro Digital Ltd. has a Forward P/E ratio of 7.17, which is significantly lower than the industry average of 14.63, indicating a potential undervaluation [6]. - The company also has a PEG ratio of 0.5, compared to the Financial Transaction Services industry's average PEG ratio of 1.19, suggesting favorable growth prospects relative to its valuation [7]. Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 52, placing it in the top 22% of over 250 industries [8]. - Research indicates that industries in the top 50% of the Zacks Rank tend to outperform those in the bottom half by a factor of 2 to 1 [8].

Core Viewpoint - Williams-Sonoma's stock has shown mixed performance recently, with a notable decline on the latest trading day, while the company is expected to report a decrease in earnings per share but an increase in revenue in the upcoming earnings report [1][3]. Group 1: Stock Performance - Williams-Sonoma closed at $191.98, down 4.65% from the previous trading session, underperforming the S&P 500, which gained 0.26% [1]. - Over the past month, shares of Williams-Sonoma have appreciated by 6.99%, outperforming the Retail-Wholesale sector's gain of 0.76% and the S&P 500's gain of 2.87% [2]. Group 2: Earnings Expectations - The upcoming earnings report is anticipated to show an EPS of $1.87, reflecting a 4.59% decline compared to the same quarter last year, while revenue is expected to reach $1.85 billion, indicating a 2.84% growth year-over-year [3]. - For the annual period, earnings are projected at $8.55 per share and revenue at $7.82 billion, representing shifts of -2.73% and +1.38% respectively from the previous year [4]. Group 3: Analyst Estimates and Valuation - Recent changes to analyst estimates for Williams-Sonoma suggest a shifting business landscape, with positive revisions indicating a favorable business outlook [4]. - The Zacks Rank system currently rates Williams-Sonoma at 3 (Hold), with a consensus EPS projection that has moved 0.16% higher in the past 30 days [6]. - Williams-Sonoma is trading with a Forward P/E ratio of 23.54, which aligns with the industry average [7]. - The company has a PEG ratio of 3.25, compared to the industry average of 2.82, indicating a higher valuation relative to projected earnings growth [8]. Group 4: Industry Context - The Retail-Home Furnishings industry, to which Williams-Sonoma belongs, has a Zacks Industry Rank of 212, placing it in the bottom 15% of all industries [8]. - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape within the sector [9].