Bilibili (BILI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power ...

Coca-Cola (KO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earnin ...

Core Viewpoint - Advanced Energy Industries (AEIS) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is solely based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Advanced Energy reflects an improvement in its earnings outlook, which is expected to positively impact its stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in a company's future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to significant price movements based on their investment actions [5]. Advanced Energy's Earnings Outlook - Advanced Energy is projected to earn $5.16 per share for the fiscal year ending December 2025, with no year-over-year change expected [9]. - Over the past three months, the Zacks Consensus Estimate for Advanced Energy has increased by 4.6%, indicating a positive trend in earnings estimates [9]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of Advanced Energy to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10][11].

Core Viewpoint - SBA Communications (SBAC) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine a company's fair value, leading to significant stock price movements based on these estimates [4]. Business Improvement Indicators - The upgrade in SBA Communications' rating reflects an improvement in the company's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10]. - Over the past three months, the Zacks Consensus Estimate for SBA Communications has increased by 1%, with expected earnings of $12.74 per share for the fiscal year ending December 2025, unchanged from the previous year [8]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - The upgrade of SBA Communications to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - Immunome, Inc. (IMNM) shares increased by 6% to close at $9.3, driven by higher trading volume compared to typical sessions, contrasting with a 0.1% gain over the past four weeks [1][2] Company Performance - The rise in stock price is linked to growing investor optimism regarding the development of varegacestat, which is in late-stage clinical studies for treating desmoid tumors, alongside other early-stage cancer therapies [2] - The company is projected to report a quarterly loss of $0.52 per share, reflecting a year-over-year decline of 6.1%, with expected revenues of $2.47 million, an increase of 4.5% from the previous year [3] - The consensus EPS estimate for the upcoming quarter has been revised 1.9% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] Industry Context - Immunome is categorized under the Zacks Medical - Biomedical and Genetics industry, where Nurix Therapeutics, Inc. (NRIX) also operates, closing 2.2% lower at $11.39, with a 9.5% return over the past month [5] - Nurix Therapeutics has an unchanged consensus EPS estimate of -$0.72 for the upcoming report, representing a year-over-year change of -1.4% [6]

Core Viewpoint - Darling Ingredients (DAR) has shown a significant price increase of 23.2% over the past four weeks, with a mean price target of $52.69 indicating a potential upside of 38.9% from the current price of $37.94 [1] Price Targets and Analyst Estimates - The mean estimate consists of 13 short-term price targets with a standard deviation of $18.88, suggesting variability in analyst predictions. The lowest estimate is $34.00 (10.4% decline), while the highest is $110.00 (189.9% increase) [2] - Analysts' price targets can often mislead investors, as empirical research indicates that these targets rarely reflect actual stock price movements [7][10] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - Analysts are optimistic about DAR's earnings prospects, as indicated by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 1.4%, with one estimate moving higher and no negative revisions [12] - DAR holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a solid potential upside [13] Conclusion on Price Movement - While the consensus price target may not be a reliable indicator of the extent of DAR's potential gains, the implied direction of price movement appears to be a useful guide for investors [14]

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Microsoft (MSFT) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Microsoft is one of 609 companies in the Computer and Technology group. The Computer and Technology group currently sits at #4 within the Zacks Sector Rank. The Zacks Secto ...

Group 1 - Radius Recycling reported a quarterly loss of $0.39 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.87, representing an earnings surprise of +55.17% [1] - The company posted revenues of $726.99 million for the quarter ended May 2025, exceeding the Zacks Consensus Estimate by 7.38% and showing an increase from $673.92 million year-over-year [2] - Radius Recycling shares have increased approximately 95.1% since the beginning of the year, outperforming the S&P 500's gain of 5.5% [3] Group 2 - The earnings outlook for Radius Recycling is mixed, with the current consensus EPS estimate for the coming quarter at -$0.56 on revenues of $663 million, and -$3.84 on revenues of $2.62 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Waste Removal Services sector is currently in the bottom 30% of over 250 Zacks industries, which may impact the stock's performance [8]

Market Overview - The first half of 2025 experienced increased volatility and uncertainty due to President Trump's tariffs and a faster-than-expected cooling of inflation, leading to market recovery [1] - Recent months have shown favorable market conditions with easing trade tensions and a reduction in the Middle East crisis [1] Stock Performance and Recommendations - Optimism regarding artificial intelligence is expected to continue supporting stock prices, particularly in technology sectors [2] - Cooling inflation raises expectations for potential rate cuts starting in September 2025, contributing to a positive market outlook [2] - Stocks such as Cracker Barrel Old Country Store (CBRL), BGSF, ArcBest Corporation (ARCB), Cardinal Health (CAH), and AutoNation (AN) are recommended for monitoring as the second half of 2025 begins [2][6] Screening Strategy - A screening strategy has been developed to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks [3] - The price/sales ratio is included as a valuation metric, focusing on companies with strong top-line performance [3] Screening Criteria - The top 75 companies with net upgrades in broker ratings over the last four weeks are identified [4] - The top 10 stocks with the highest percentage change in earnings estimates for the upcoming quarter are highlighted [4] - Companies in the bottom 10% of price-to-sales ratios are included for better valuation [4] Company Highlights - Cracker Barrel is focusing on menu innovation and pricing strategies to drive growth, introducing new offerings to attract customers [5] - BGSF has seen a 25% increase in shares over the past month and has a Zacks Rank 1, with earnings estimates rising over 300% in the last 60 days [7] - ArcBest is improving productivity and service quality, expecting a 52.1% increase in earnings per share for 2026 compared to 2025 [8] - Cardinal Health is undergoing strategic improvements to revitalize its business model, with its Medical segment expected to drive growth [9][10] - AutoNation's diversified product portfolio and strategic acquisitions support its market position, currently holding a Zacks Rank 3 [11]

Core Viewpoint - Novavax has experienced a significant decline in stock performance, with a return of -10.9% over the past month, contrasting with the S&P 500's +5.2% and the Zacks Medical - Biomedical and Genetics industry's +0.9% [2] Earnings Estimates - For the current quarter, Novavax is projected to report a loss of $0.12 per share, reflecting a -112.1% change year-over-year, with the consensus earnings estimate for the fiscal year at $2.65, indicating a +315.5% change [5][6] - The consensus earnings estimate for the next fiscal year is $0.4, which represents a -84.8% change from the previous year [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $130.5 million, indicating a year-over-year decline of -68.6%. For the current fiscal year, the estimate is $1.07 billion (+56.8%), while for the next fiscal year, it is $516.45 million (-51.7%) [11] Last Reported Results and Surprise History - In the last reported quarter, Novavax achieved revenues of $666.66 million, a +610.3% year-over-year increase, with an EPS of $2.93 compared to -$1.05 a year ago. The revenue exceeded the Zacks Consensus Estimate by +215.04%, and the EPS surprise was +312.68% [12][13] Valuation - Novavax is graded B in the Zacks Value Style Score, indicating it is trading at a discount to its peers, which suggests potential undervaluation [17]