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Paychex (PAYX) Up 3.8% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-25 16:30
Core Viewpoint - Paychex reported strong fourth-quarter fiscal 2025 results, with earnings and revenues exceeding estimates, indicating positive momentum leading up to the next earnings release [2][12]. Financial Performance - Paychex's Q4 earnings were $1.19 per share, a 6.3% increase year-over-year, and total revenues reached $1.4 billion, a 10% increase from the previous year [2]. - Management Solutions segment revenues grew 12% year-over-year to $1 billion, driven by the acquisition of Paycor and increased revenues per client [3]. - Professional employer organization (PEO) and Insurance Solutions revenues were $340.3 million, up 4% year-over-year, supported by growth in average PEO worksite employees [4]. - Service revenues increased 10% year-over-year to $1.4 billion, while interest on funds held for clients rose 18% to $45.2 million [5]. Profitability Metrics - EBITDA decreased 1% year-over-year to $518.2 million, missing estimates, while operating income fell 11% to $431.1 million, also below projections [6]. - The operating margin was reported at 30.2%, down 700 basis points from the previous year, but still exceeded estimates [6]. Balance Sheet & Cash Flow - At the end of Q4 fiscal 2025, Paychex had cash and cash equivalents of $1.6 billion, with long-term debt totaling $4.5 billion [7]. - Cash generated from operating activities was $394 million, with capital expenditures amounting to $60.5 million [7]. Future Guidance - For fiscal year 2025, Paychex expects revenue growth of 16.5-18.5% and has raised its forecast for interest on funds held for clients to $190-$200 million [8]. Market Sentiment - Recent estimates for Paychex have trended upward, reflecting positive market sentiment and expectations for above-average returns in the coming months [9][12].
Why Is GameStop (GME) Down 18.8% Since Last Earnings Report?
ZACKS· 2025-07-10 16:30
Core Viewpoint - GameStop shares have declined approximately 18.8% over the past month, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Estimates for GameStop have trended upward in the past month, with a consensus estimate shift of 137.5% [2] - The most recent earnings report is crucial for understanding the important drivers behind the stock's performance [1] Group 2: VGM Scores - GameStop currently holds a Growth Score of B and a Momentum Score of A, while its Value Score is rated D, placing it in the bottom 40% for this investment strategy [3] - The aggregate VGM Score for GameStop is B, which is significant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates and the magnitude of revisions appear promising for GameStop [4] - GameStop has a Zacks Rank of 3 (Hold), indicating expectations for an in-line return from the stock in the coming months [4]
Why Is Agilent (A) Up 5.4% Since Last Earnings Report?
ZACKS· 2025-06-27 16:35
Core Viewpoint - Agilent Technologies has seen a 5.4% increase in share price over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1] Estimates Movement - Estimates for Agilent have trended downward over the past month, indicating a negative shift in expectations [2] VGM Scores - Agilent currently holds a subpar Growth Score of D and a similar score for momentum, with a value grade of C, placing it in the middle 20% for this investment strategy; the overall aggregate VGM Score is D [3] Outlook - The downward trend in estimates suggests a negative outlook, although Agilent maintains a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [4] Industry Performance - Agilent is part of the Zacks Medical - Products industry, where Medtronic has gained 4.6% over the past month; Medtronic reported revenues of $8.93 billion for the last quarter, reflecting a year-over-year increase of 3.9% [5] - Medtronic's expected earnings for the current quarter are $1.23 per share, unchanged from the previous year, with a Zacks Rank 4 (Sell) and a VGM Score of B [6]
Why Is Medtronic (MDT) Up 6% Since Last Earnings Report?
ZACKS· 2025-06-20 16:36
Company Overview - Medtronic shares have increased by approximately 6% over the past month, outperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Medtronic have trended downward, with a consensus estimate shift of -6.38% in the past month [2] - The overall direction of estimate revisions indicates a negative outlook for the stock [4] VGM Scores - Medtronic has a Growth Score of B, a Momentum Score of F, and a Value Score of C, resulting in an aggregate VGM Score of C [3] Market Outlook - The downward trend in estimates has led to a Zacks Rank of 4 (Sell) for Medtronic, suggesting expectations of below-average returns in the coming months [4] Industry Comparison - Medtronic is part of the Zacks Medical - Products industry, where Phibro Animal Health (PAHC) has gained 4.1% over the past month [5] - Phibro reported revenues of $347.8 million for the last quarter, reflecting a year-over-year increase of +32.1% [5] - Phibro's expected earnings for the current quarter are $0.52 per share, indicating a +26.8% change from the previous year, with a Zacks Rank of 1 (Strong Buy) [6]
Zillow (ZG) Up 3.2% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-06-06 16:37
Core Viewpoint - Zillow Group's shares have increased by approximately 3.2% since the last earnings report, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Estimates Movement - Estimates for Zillow have trended downward over the past month, with the consensus estimate shifting by -74.42% [2] VGM Scores - Zillow currently holds a Growth Score of B, but has a poor Momentum Score of F and a Value Score of F, placing it in the bottom 20% for the value investment strategy. The overall aggregate VGM Score for the stock is D, which is significant for investors not focused on a single strategy [3] Outlook - The downward trend in estimates indicates a negative shift, with Zillow holding a Zacks Rank of 3 (Hold). An in-line return is expected from the stock in the upcoming months [4]
Bandwidth (BAND) Up 2.7% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-06-06 16:36
Company Overview - Bandwidth (BAND) shares have increased by approximately 2.7% over the past month, underperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Bandwidth have remained flat over the past month, with a significant shift of 300% in the consensus estimate [2] VGM Scores - Bandwidth has a strong Growth Score of A, but a low Momentum Score of F, and a Value Score of B, placing it in the second quintile for investment strategy [3] - The aggregate VGM Score for Bandwidth is A, indicating a strong overall performance across different investment strategies [3] Market Outlook - Bandwidth holds a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] Industry Performance - Bandwidth is part of the Zacks Communication - Infrastructure industry, where another player, CommScope (COMM), has seen a 19.5% increase in shares over the past month [5] - CommScope reported revenues of $1.11 billion for the last quarter, reflecting a year-over-year decline of 4.8%, with an EPS of $0.14 compared to -$0.08 a year ago [5] - CommScope is projected to have earnings of $0.24 per share for the current quarter, indicating a year-over-year decrease of 29.4% [6] - The Zacks Consensus Estimate for CommScope has remained unchanged over the last 30 days, and it also holds a Zacks Rank of 3 (Hold) [6]
CRISPR Therapeutics (CRSP) Up 11.1% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-06-05 16:37
Company Overview - CRISPR Therapeutics AG (CRSP) shares have increased by approximately 11.1% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is essential for understanding the key drivers behind this performance [1] Earnings Estimates - Estimates for CRISPR Therapeutics have trended downward over the past month, with a consensus estimate shift of -20.48% [2] - The stock currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [4] VGM Scores - CRISPR Therapeutics has an average Growth Score of C and a Momentum Score of B, but a low Value Score of F, placing it in the bottom 20% for this investment strategy [3] - The overall aggregate VGM Score for the stock is D, which is relevant for investors not focused on a single strategy [3] Industry Performance - CRISPR Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Exact Sciences (EXAS) has gained 3.6% over the past month [5] - Exact Sciences reported revenues of $706.78 million for the last quarter, reflecting a year-over-year increase of +10.9% [5] - The expected loss for Exact Sciences in the current quarter is $0.08 per share, with a year-over-year change of +11.1% [6]
Why Is Krystal Biotech (KRYS) Down 3.5% Since Last Earnings Report?
ZACKS· 2025-06-05 16:36
Core Viewpoint - Krystal Biotech, Inc. has experienced a decline of approximately 3.5% in share price over the past month, underperforming the S&P 500, raising questions about its upcoming earnings release and potential breakout [1] Estimates Movement - Estimates for Krystal Biotech have trended downward over the past month, with a consensus estimate shift of -12.86% [2] VGM Scores - Krystal Biotech holds a Growth Score of A, but has a low Momentum Score of F. The stock has a value grade of C, placing it in the middle 20% for this investment strategy, resulting in an aggregate VGM Score of C [3] Outlook - The overall trend of downward estimate revisions suggests a negative outlook for Krystal Biotech, which currently holds a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - Krystal Biotech is part of the Zacks Medical - Biomedical and Genetics industry. In contrast, Biogen Inc., another player in the same industry, has seen a gain of 12.5% over the past month [5] Biogen's Financials - Biogen reported revenues of $2.43 billion for the last quarter, reflecting a year-over-year increase of +6.1%. The EPS for the same period was $3.02, down from $3.67 a year ago [5] Biogen's Future Estimates - For the current quarter, Biogen is expected to report earnings of $4.11 per share, indicating a decline of -22.2% from the previous year. The Zacks Consensus Estimate for Biogen has changed by -0.6% over the last 30 days, and it also holds a Zacks Rank of 3 (Hold) [6]
Myriad (MYGN) Up 23.9% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-06-05 16:36
Group 1 - Myriad Genetics (MYGN) shares have increased by approximately 23.9% over the past month, outperforming the S&P 500 [1] - Recent estimates for Myriad have trended downward, with a consensus estimate shift of -5.56% [2] - Myriad has a Growth Score of A, a Momentum Score of F, and a Value Score of C, resulting in an aggregate VGM Score of C [3] Group 2 - The overall outlook for Myriad indicates a downward shift in estimates, with a Zacks Rank of 3 (Hold), suggesting an in-line return expected in the coming months [4] - Myriad is part of the Zacks Medical - Biomedical and Genetics industry, where GSK has gained 9.8% over the past month [5] - GSK reported revenues of $9.46 billion for the last quarter, reflecting a year-over-year increase of +1.4% [5]
Recursion Pharmaceuticals (RXRX) Up 5.7% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-06-04 16:36
Company Overview - Recursion Pharmaceuticals (RXRX) shares have increased by approximately 5.7% over the past month, underperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the stock's performance and potential catalysts [1] Earnings Estimates - Estimates for Recursion Pharmaceuticals have trended upward in the past month, with a consensus estimate shift of 10.13% [2] VGM Scores - The company has a poor Growth Score of F, a Momentum Score of A, and a Value Score of F, placing it in the bottom 20% for the value investment strategy [3] - The aggregate VGM Score for Recursion Pharmaceuticals is F, indicating a lack of focus on any single investment strategy [3] Outlook - The upward trend in estimates is promising, and Recursion Pharmaceuticals holds a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [4] Industry Comparison - Recursion Pharmaceuticals is part of the Zacks Medical - Drugs industry, where Ionis Pharmaceuticals (IONS) has gained 9.1% over the past month [5] - Ionis Pharmaceuticals reported revenues of $132 million for the last quarter, reflecting a year-over-year increase of 10.9% [5] - For the current quarter, Ionis Pharmaceuticals is expected to report a loss of $0.14 per share, indicating a 68.9% improvement from the previous year [6]