Axon Enterprise (AXON) closed at $441.12 in the latest trading session, marking a +2.56% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.28%. Elsewhere, the Dow saw a downswing of 0.54%, while the tech-heavy Nasdaq depreciated by 0.31%. Shares of the maker of stun guns and body cameras witnessed a loss of 29.52% over the previous month, trailing the performance of the Aerospace sector with its loss of 2.29%, and the S&P 500's loss of 0.76%.The investment community wil ...

Core Viewpoint - PDD Holdings Inc. Sponsored ADR is expected to show positive earnings growth in its upcoming report, with a projected EPS increase and significant revenue growth compared to the previous year [2][3]. Group 1: Stock Performance - PDD Holdings Inc. closed at $102.92, reflecting a +1.07% increase from the previous day, outperforming the S&P 500's gain of 0.56% [1] - The stock has experienced a decline of 2.52% over the past month, which is better than the Retail-Wholesale sector's loss of 5.72% but worse than the S&P 500's loss of 1.27% [1]. Group 2: Earnings Estimates - The anticipated EPS for the upcoming earnings report is $2.88, representing a 4.35% increase year-over-year [2]. - The consensus estimate for revenue is $17.93 billion, indicating an 18.35% increase compared to the same quarter last year [2]. Group 3: Annual Forecasts - For the entire year, the Zacks Consensus Estimates predict earnings of $10.48 per share and revenue of $60.77 billion, reflecting changes of -7.42% and +11.12% respectively compared to the previous year [3]. Group 4: Analyst Revisions and Rankings - Recent changes to analyst estimates for PDD Holdings Inc. are crucial as they indicate shifting business trends, with positive revisions seen as favorable for the business outlook [3]. - The Zacks Rank for PDD Holdings Inc. is currently 3 (Hold), with the Zacks Consensus EPS estimate having increased by 1.2% in the past month [5]. Group 5: Valuation Metrics - PDD Holdings Inc. has a Forward P/E ratio of 8.4, which is lower than the industry average of 15.21, suggesting that the stock is trading at a discount [6]. - The company holds a PEG ratio of 0.87, which is comparable to the industry average PEG ratio of 0.88 [7]. Group 6: Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 163, placing it in the bottom 34% of over 250 industries [8].

Core Insights - Investors are evaluating Strattec Security (STRT) and Atmus Filtration Technologies (ATMU) for potential undervalued stock opportunities in the Automotive - Original Equipment sector [1] Group 1: Zacks Rank and Analyst Outlook - Strattec Security has a Zacks Rank of 1 (Strong Buy), indicating a more favorable earnings estimate revision trend compared to Atmus Filtration Technologies, which has a Zacks Rank of 3 (Hold) [3] Group 2: Valuation Metrics - STRT has a forward P/E ratio of 14.33, while ATMU has a forward P/E of 22.86, suggesting STRT is more attractively priced [5] - STRT's PEG ratio is 1.43, indicating a better valuation relative to its expected earnings growth compared to ATMU's PEG ratio of 2.82 [5] - STRT's P/B ratio is 1.42, significantly lower than ATMU's P/B of 13.8, further supporting STRT's valuation advantage [6] Group 3: Value Grades - STRT has earned a Value grade of A, while ATMU has a Value grade of C, highlighting STRT's superior valuation metrics and earnings outlook [6]

Core Viewpoint - Zoom Communications is experiencing fluctuations in stock performance, with a recent decline of 4.4% while showing a significant monthly gain of 14.38% compared to broader market indices [1] Financial Performance Expectations - The upcoming earnings report on February 25, 2026, is anticipated to show earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% and revenue of $1.23 billion, indicating a 4.08% increase from the same quarter last year [2] - For the full year, analysts expect earnings of $5.96 per share and revenue of $4.85 billion, representing increases of 7.58% and 4% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates suggest a favorable outlook on Zoom Communications' business health and profitability, indicating positive near-term trends [4] - The Zacks Rank system currently rates Zoom Communications at 3 (Hold), with a stagnant consensus EPS projection over the past 30 days [6] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 15.6, which is lower than the industry average of 19.23, indicating it is trading at a discount [7] - The company has a PEG ratio of 5.43, significantly higher than the industry average of 1.14, suggesting that its projected earnings growth is not being reflected in its current valuation [8] Industry Context - The Internet - Software industry, to which Zoom belongs, ranks in the top 36% of all industries according to the Zacks Industry Rank, indicating a relatively strong position within the market [8]

Snowflake Inc. (SNOW) closed at $177.10 in the latest trading session, marking a -2.85% move from the prior day. This change lagged the S&P 500's daily gain of 0.1%. Meanwhile, the Dow gained 0.07%, and the Nasdaq, a tech-heavy index, added 0.14%. Coming into today, shares of the company had lost 13.35% in the past month. In that same time, the Computer and Technology sector lost 4.05%, while the S&P 500 lost 1.43%. The upcoming earnings release of Snowflake Inc. will be of great interest to investors. The ...

Core Viewpoint - First Solar is experiencing a decline in stock performance compared to the broader market, with upcoming earnings expected to show significant growth in EPS and revenue [1][2]. Financial Performance - First Solar plans to announce its earnings on February 24, 2026, with an expected EPS of $5.22, reflecting a 43.01% increase year-over-year [2]. - Quarterly revenue is projected to be $1.57 billion, up 3.87% from the same period last year [2]. - For the entire fiscal year, earnings are estimated at $14.63 per share and revenue at $5.11 billion, indicating growth of +21.71% and +21.51% respectively from the previous year [3]. Analyst Estimates - Recent modifications to analyst estimates for First Solar indicate positive sentiment regarding the company's business outlook [4]. - The Zacks Rank system, which evaluates estimate changes, currently ranks First Solar at 3 (Hold) [6]. Valuation Metrics - First Solar has a Forward P/E ratio of 9.8, which is below the industry average of 19.96, suggesting it is undervalued [7]. - The company also has a PEG ratio of 0.29, compared to the industry average PEG ratio of 0.68, indicating favorable growth prospects relative to its valuation [7]. Industry Context - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [8]. - Strong industry rankings correlate with better performance, with the top 50% of rated industries outperforming the bottom half by a factor of 2 to 1 [8].

Company Performance - Dropbox closed at $24.41, down 2.28% from the previous trading session, underperforming the S&P 500's loss of 0.01% [1] - Prior to the recent trading day, Dropbox shares had declined 6.62%, compared to a 1.54% loss in the Computer and Technology sector and a 0.28% loss in the S&P 500 [1] Upcoming Earnings - Dropbox is set to report earnings on February 19, 2026, with an expected earnings per share (EPS) of $0.66, reflecting a year-over-year decline of 9.59% [2] - The Zacks Consensus Estimate for revenue is projected at $627.51 million, down 2.5% from the previous year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.82 per share and revenue of $2.51 billion, indicating a 13.25% increase in earnings but a 1.41% decrease in revenue compared to the prior year [3] Analyst Estimates and Stock Performance - Recent changes in analyst estimates for Dropbox suggest confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Dropbox at 3 (Hold) [5] Valuation Metrics - Dropbox has a Forward P/E ratio of 8.16, which is lower than the industry average of 15.58 [6] - The company has a PEG ratio of 1.32, compared to the Internet - Services industry average PEG ratio of 1.8 [6] Industry Context - The Internet - Services industry, which includes Dropbox, has a Zacks Industry Rank of 159, placing it in the bottom 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - PagSeguro Digital Ltd. closed at $11.17, reflecting a -1.24% change from the previous day, which is less than the S&P 500's daily loss of 0.01% [1] - Prior to the latest trading session, the company's shares had gained 11.65%, outperforming the Business Services sector's loss of 7% and the S&P 500's loss of 0.28% [1] Upcoming Earnings - The company is expected to report an EPS of $0.42, representing a 23.53% increase compared to the same quarter last year [2] - Revenue is anticipated to be $1.02 billion, indicating a 16.84% rise from the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $1.46 per share and revenue of $3.85 billion for the year, reflecting increases of +20.66% and +10.25% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for PagSeguro Digital Ltd. indicate evolving short-term business trends, with positive revisions suggesting analyst optimism regarding the company's profitability [3] Valuation Metrics - The company has a Forward P/E ratio of 6.84, which is below the industry average of 11.71 [6] - PagSeguro Digital Ltd. has a PEG ratio of 0.47, compared to the Financial Transaction Services industry's average PEG ratio of 1.03 [6] Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 140, placing it in the bottom 43% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Leidos (LDOS) closed at $173.00, down 11.15% from the previous trading session, underperforming the S&P 500 which lost 0.01% [1] - The stock has decreased by 0.63% over the past month, compared to a 1.54% loss in the Computer and Technology sector and a 0.28% loss in the S&P 500 [1] Upcoming Earnings - Leidos is set to release its earnings report on February 17, 2026, with projected EPS of $2.57, indicating an 8.44% increase year-over-year [2] - Revenue is expected to be $4.25 billion, reflecting a 2.58% decline from the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates forecast earnings of $11.76 per share and revenue of $17.22 billion for the year, representing increases of 15.18% and 3.35% respectively compared to the previous year [3] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3] Valuation Metrics - Leidos has a Forward P/E ratio of 15.77, which is higher than the industry average of 15.25 [6] - The company has a PEG ratio of 1.36, compared to the industry average PEG ratio of 1.3 [6] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 140, placing it in the bottom 43% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Iamgold (IAG) closed at $21.58, reflecting a +1.41% increase from the previous day, outperforming the S&P 500's 0.33% loss [1] - Over the last month, Iamgold's shares have increased by 19.55%, surpassing the Basic Materials sector's gain of 11.52% and the S&P 500's unchanged performance [1] Earnings Projections - Iamgold is set to disclose its earnings on February 17, 2026, with projected earnings of $0.55 per share, indicating a year-over-year growth of 450% [2] - For the entire fiscal year, Zacks Consensus Estimates project earnings of $1.02 per share and revenue of $0 million, representing changes of +85.45% and 0% from the prior year [3] Analyst Estimates and Stock Performance - Recent revisions in analyst estimates for Iamgold reflect evolving short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [3] - The Zacks Rank system, which assesses estimate changes, has shown that stocks rated 1 (Strong Buy) have delivered an average annual return of +25% since 1988 [5] Valuation Metrics - Iamgold is currently trading at a Forward P/E ratio of 11.06, which is below the industry average of 13.08, indicating a discount [6] - The company has a PEG ratio of 0.27, compared to the Mining - Gold industry's average PEG ratio of 0.4 [6] Industry Overview - The Mining - Gold industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 51, placing it in the top 21% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]