The upcoming report from Hormel Foods (HRL) is expected to reveal quarterly earnings of $0.33 per share, indicating a decline of 5.7% compared to the year-ago period. Analysts forecast revenues of $3.06 billion, representing an increase of 2.4% year over year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before a company ...

Core Insights - MSA Safety reported revenue of $510.91 million for the quarter ended December 2025, reflecting a 2.2% increase year-over-year and surpassing the Zacks Consensus Estimate by 0.3% [1] - The company's EPS for the quarter was $2.38, up from $2.25 in the same quarter last year, exceeding the consensus estimate of $2.26 by 5.4% [1] Financial Performance - MSA Safety's revenue growth of 2.2% indicates a stable performance in a competitive market [1] - The company achieved an EPS of $2.38, which is a positive indicator of profitability compared to the previous year [1] Market Comparison - Over the past month, MSA Safety's shares have returned +10.2%, contrasting with a -0.3% change in the Zacks S&P 500 composite, suggesting strong relative performance [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Product Category Performance - Net sales in the Fire Service category were $174.9 million, below the average estimate of $191.89 million [4] - Industrial PPE and Other category reported net sales of $118.72 million, also below the average estimate of $123.18 million [4] - Detection category net sales reached $217.3 million, exceeding the average estimate of $195.87 million [4]

分组1 - Noble Corporation PLC reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.15 per share, and down from $0.56 per share a year ago, representing an earnings surprise of -37.93% [1] - The company posted revenues of $764.41 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.96%, but down from $927.34 million year-over-year [2] - Noble Corporation PLC shares have increased approximately 48.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $711.81 million, and for the current fiscal year, it is $1.05 on revenues of $3 billion [7] - The Oil and Gas - Drilling industry, to which Noble Corporation PLC belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Founded in 2023, Minnesota-based Solventum Corporation (SOLV) is an independent healthcare company that develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally. The company has a market capitalization of $14 billion and operates in three segments: Medsurg, Dental Solutions, and Health Information Systems. Shares of the company have underperformed in the broader market over the past year and have slightly o ...

Company Overview - The Sherwin-Williams Company, based in Cleveland, Ohio, specializes in the development, manufacture, distribution, and sale of paint, coatings, and related products for various customer segments including professional, industrial, commercial, and retail [1] Stock Performance - Over the past year, Sherwin-Williams shares have underperformed the broader market, with a 1.5% increase compared to the S&P 500 Index's 14.9% return [2] - Year-to-date, the company's shares have risen 12.5%, outperforming the S&P 500's 1.8% gain [2] - The stock has lagged behind the State Street Materials Select Sector SPDR ETF, which increased by 18.7% over the past 52 weeks [3] Financial Performance - On January 29, Sherwin-Williams reported Q4 2025 adjusted EPS of $2.23 and revenue of $5.6 billion, exceeding expectations [6] - The company achieved record full-year net sales of $23.57 billion and provided guidance for 2026 adjusted EPS in the range of $11.50 to $11.90 [6] - For the fiscal year ending December 2026, analysts project a 4.3% year-over-year increase in adjusted EPS to $11.92 [7] Analyst Ratings and Price Targets - Among 26 analysts covering Sherwin-Williams, the consensus rating is a "Moderate Buy," with 14 "Strong Buy" ratings, two "Moderate Buys," nine "Holds," and one "Strong Sell" [7] - Mizuho raised the price target for Sherwin-Williams to $400 while maintaining an "Outperform" rating, with a mean price target of $392.19 representing an 8.8% premium to current levels [8] - The highest price target of $420 implies a potential upside of 16.5% from current price levels [8]

Core Insights - Harley-Davidson reported a revenue of $390.55 million for the quarter ended December 2025, reflecting a decline of 9.4% year-over-year and falling short of the Zacks Consensus Estimate of $527.28 million by 25.93% [1] - The company's earnings per share (EPS) was -$2.44, a significant drop from -$0.93 in the same quarter last year, resulting in an EPS surprise of -165.22% compared to the consensus estimate of -$0.92 [1] Financial Performance - Total worldwide retail sales of Harley-Davidson motorcycles reached 25,287 units, exceeding the average estimate of 21,813 units [4] - Motorcycle shipments totaled 13,515, which was below the average estimate of 18,085 units [4] - Revenue from motorcycles and related products was $390.55 million, significantly lower than the average estimate of $530.92 million, marking a year-over-year decline of 9.4% [4] - Revenue from HDMC's motorcycle segment was $379.2 million, compared to the average estimate of $518.74 million [4] Segment Performance - Revenue from motorcycles was $193.88 million, falling short of the average estimate of $337.66 million, representing a year-over-year decrease of 16.2% [4] - Parts and accessories revenue was $116.51 million, slightly above the average estimate of $111.49 million, with a year-over-year change of -0.9% [4] - Apparel revenue was $47.17 million, below the average estimate of $51.35 million, indicating a decline of 12.8% year-over-year [4] - Revenue from licensing was $7.12 million, surpassing the average estimate of $5.06 million, showing a significant increase of 60.6% year-over-year [4] - Live Wire revenue was $11.35 million, slightly below the average estimate of $12.18 million, but still reflecting a year-over-year growth of 9.2% [4] Stock Performance - Harley-Davidson shares have returned -3.3% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - Alliant Energy Corporation (LNT) has shown mixed performance in the market, with a slight underperformance compared to the broader S&P 500 Index and the Utilities Select Sector SPDR Fund, primarily due to increased operational costs and a decline in adjusted EPS in Q3 2025 [2][3][6]. Financial Performance - LNT's market capitalization is valued at $17.2 billion, providing regulated electricity, natural gas, and water services [1]. - In Q3 2025, LNT reported an adjusted EPS of $1.12, which is a decrease of 2.6% year-over-year, while revenue increased by 11.9% to $1.2 billion [6]. - For the fiscal year ending December 2025, analysts project LNT's EPS to grow by 5.6% to $3.21 on a diluted basis [7]. Stock Performance - Over the past year, LNT's stock has gained 12.5%, underperforming the S&P 500 Index's 15.6% increase, but has outperformed the Utilities Select Sector SPDR Fund, which gained 11.3% [2][3]. - Year-to-date, LNT stock is up 2.9%, compared to the S&P 500's 1.7% rise [2]. Analyst Ratings - Among 12 analysts covering LNT, the consensus rating is a "Moderate Buy," with seven "Strong Buy" ratings and five "Holds" [7]. - Barclays PLC upgraded LNT to an "Equal Weight" rating with a price target of $67, indicating a marginal upside potential [8]. - The mean price target of $72.60 suggests an 8.5% premium to current price levels, while the highest price target of $78 indicates a potential upside of 16.6% [8].

Core Viewpoint - Halliburton reported a revenue of $5.66 billion for Q4 2025, marking a year-over-year increase of 0.8% and exceeding the Zacks Consensus Estimate by 4.64% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.69, slightly down from $0.70 a year ago, but surpassed the consensus estimate of $0.54 by 27.78% [1] - Halliburton's stock has returned +5.2% over the past month, while the Zacks S&P 500 composite has decreased by -1.5% [3] Revenue Breakdown - North America: $2.21 billion, slightly above the $2.13 billion estimate, with a year-over-year change of -0.3% [4] - Middle East/Asia: $1.46 billion, below the $1.47 billion estimate, with a year-over-year decline of -11.7% [4] - Europe/Africa/CIS: $928 million, exceeding the $841.88 million estimate, reflecting a +16.7% year-over-year increase [4] - Latin America: $1.07 billion, above the $1.02 billion estimate, with a year-over-year increase of +11.9% [4] Segment Performance - Drilling and Evaluation: Revenue of $2.39 billion, slightly above the $2.37 billion estimate, with a year-over-year change of -1.8% [4] - Completion and Production: Revenue of $3.27 billion, exceeding the $3.08 billion estimate, with a year-over-year increase of +2.8% [4] - Operating income for Completion and Production was $570 million, surpassing the $477.74 million estimate [4] - Operating income for Drilling and Evaluation was $367 million, slightly above the $365.42 million estimate [4] - Corporate and other reported an operating income of -$66 million, better than the -$68.85 million estimate [4]

Core Viewpoint - Sirius XM is experiencing a decline in stock value primarily due to a significant loss of subscribers, overshadowing mixed financial results for Q4 2025 [2][3]. Financial Performance - Sirius XM reported total revenue of $2.19 billion for fiscal Q4 2025, which remained flat year-over-year but slightly exceeded analyst expectations [2]. - GAAP earnings for the company significantly missed estimates, contributing to negative market sentiment [2]. Subscriber Dynamics - The company lost 301,000 self-pay subscribers in Q4 2025, raising concerns about future revenue stability [6]. - The decline in subscribers is viewed as a critical factor affecting the company's ability to maintain revenue streams amidst increasing competition in the streaming sector [3][6]. Stock Performance - Sirius XM shares were down 2.61% at $22.02 at the time of publication, indicating a negative market reaction [6]. - The stock is currently trading 3.6% above its 20-day simple moving average (SMA) but 0.2% below its 100-day SMA, suggesting short-term strength but long-term struggles [4]. - Over the past year, shares have decreased by 17.29%, positioning them closer to their 52-week lows than highs, indicating ongoing weakness [4]. Technical Analysis - The Relative Strength Index (RSI) is at 68.39, indicating neutral territory, while the MACD is above its signal line, suggesting bullish momentum [5]. - Key resistance level is identified at $23.00, while key support is at $20.50; the stock's ability to hold above support will be crucial for potential recovery [5][6].

Core Viewpoint - Apogee Enterprises has experienced a 20.3% increase in share price over the past month, outperforming the S&P 500, but concerns remain about the sustainability of this trend leading up to the next earnings release [1][2]. Financial Performance - In Q3 fiscal 2026, Apogee reported adjusted earnings per share (EPS) of $1.02, missing the Zacks Consensus Estimate of $1.03, and reflecting a 14.3% decrease from the prior-year quarter [3]. - The company generated revenues of $349 million in the quarter, a 2.1% year-over-year increase, but fell short of the Zacks Consensus Estimate of $350 million [4]. - Cost of sales increased by 5.3% year over year to $266 million, leading to a gross profit decline of 6.9% to $82.9 million and a gross margin decrease to 23.8% from 26.1% [5]. Segment Performance - Revenues in the Architectural Metals segment decreased by 9.9% year over year to $124 million, while the Architectural Glass segment saw a 0.9% increase to $70.8 million [6]. - The Architectural Services segment's revenues improved by 0.2% to $105 million, and the Performance Surfaces segment experienced a significant 59.6% increase to $52.9 million, largely due to the UW Solutions acquisition [7]. Backlog and Cash Position - The backlog for the Architectural Services segment decreased to $775 million from $792 million in the previous quarter [8]. - Apogee had cash and cash equivalents of $41 million at the end of Q3 fiscal 2026, with cash provided by operating activities totaling $67 million for the first nine months of the fiscal year [9]. Guidance and Estimates - The company revised its guidance for net revenues to $1.39 billion from a previous range of $1.39-$1.42 billion, and adjusted EPS guidance to $3.40-$3.50 from $3.60-$3.90, reflecting unfavorable headwinds of 30 cents from tariffs [10]. - There has been a downward trend in estimates, with the consensus estimate shifting down by 14.29% [11]. VGM Scores and Outlook - Apogee has a subpar Growth Score of D and a Momentum Score of D, but a Value Score of B, placing it in the top 40% for this investment strategy, resulting in an aggregate VGM Score of C [12]. - The overall outlook indicates a downward trend in estimates, leading to a Zacks Rank of 5 (Strong Sell), suggesting a below-average return expectation in the coming months [13].