Core Insights - Waste Management (WM) stock increased by 1.11% to $219.98, outperforming the S&P 500 which gained 0.58% on the same day [1] - Over the past month, WM stock has decreased by 0.73%, underperforming the Business Services sector's loss of 0.07% and the S&P 500's gain of 3.68% [1] Earnings Forecast - WM is expected to report earnings on October 27, 2025, with a forecasted EPS of $2.03, reflecting a 3.57% increase from the same quarter last year [2] - Revenue is projected to be $6.49 billion, indicating a growth of 15.77% compared to the same quarter last year [2] - For the full year, earnings are estimated at $7.57 per share and revenue at $25.37 billion, representing increases of 4.7% and 14.97% respectively from the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for WM are important as they reflect changes in short-term business dynamics, with positive revisions indicating optimism about the business outlook [4] - Adjustments in estimates are correlated with stock price performance, and investors can utilize the Zacks Rank for actionable insights [5] Zacks Rank and Valuation - WM currently holds a Zacks Rank of 3 (Hold), with a recent upward shift of 0.45% in the consensus EPS estimate [6] - The Forward P/E ratio for WM is 28.72, which is lower than the industry average of 30.49, suggesting that WM is trading at a discount [7] - WM has a PEG ratio of 2.66, compared to the industry average PEG ratio of 2.55 [8] Industry Context - The Waste Removal Services industry, part of the Business Services sector, ranks 169 in the Zacks Industry Rank, placing it in the bottom 32% of over 250 industries [9] - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1 [9]

Core Insights - Sunrun's stock closed at $19.46, up 1.09%, outperforming the S&P 500, which fell by 0.38% [1] - The stock has increased by 13.77% over the past month, significantly surpassing the Oils-Energy sector's gain of 3.6% and the S&P 500's gain of 4.06% [1] Earnings Projections - Sunrun is expected to report earnings of $0.04 per share, reflecting a year-over-year growth of 110.81% [2] - Revenue is projected at $606.24 million, indicating a 12.86% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $0.73 per share, a decrease of 45.11% from the previous year, while revenue is expected to be $2.27 billion, an increase of 11.2% [3] - Recent analyst estimate revisions suggest a positive outlook for the business [3] Stock Performance Correlation - Research indicates that revisions in estimates correlate with stock price performance, leading to the development of the Zacks Rank system [4] - The Zacks Rank system has a strong track record, with stocks rated 1 producing an average annual return of +25% since 1988 [5] Current Valuation - Sunrun's Forward P/E ratio is 26.36, indicating a premium compared to the industry's Forward P/E of 17.27 [6] - The solar industry is part of the Oils-Energy sector and holds a Zacks Industry Rank of 46, placing it in the top 19% of over 250 industries [6]

Group 1 - TXO Partners LP closed at $14.49, with a +1.68% increase, outperforming the S&P 500's gain of 0.37% [1] - The stock has risen by 5.01% over the past month, surpassing the Oils-Energy sector's gain of 2.31% and the S&P 500's gain of 4.26% [1] Group 2 - TXO Partners LP is expected to report an EPS of $0.08, reflecting a 700% increase from the same quarter last year [2] - Revenue is forecasted to be $99.66 million, indicating a 45% increase compared to the same quarter of the previous year [2] Group 3 - For the full year, earnings are projected at $0.23 per share, a decrease of 64.62% from the previous year, while revenue is expected to be $387.8 million, an increase of 37.12% [3] - Recent adjustments to analyst estimates may indicate shifting business dynamics, with positive changes reflecting analyst optimism [3] Group 4 - The Zacks Rank system, which assesses estimate revisions, indicates that TXO Partners LP currently holds a Zacks Rank of 5 (Strong Sell) [5] - The Zacks Rank has a historical average annual return of +25% for 1 stocks since 1988 [5] Group 5 - TXO Partners LP has a Forward P/E ratio of 61.96, significantly higher than the industry average of 12.4, suggesting it is trading at a premium [6] - The Energy and Pipeline - Master Limited Partnerships industry ranks in the bottom 13% of all industries, with a current Zacks Industry Rank of 215 [6]

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]

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].

Group 1 - Eletrobras (EBR) is currently outperforming its peers in the Utilities sector, with a year-to-date return of approximately 67%, compared to the sector average of 12.4% [4] - The Zacks Rank for Eletrobras is 2 (Buy), indicating strong analyst sentiment and a positive earnings outlook, with a 12.5% increase in the consensus estimate for full-year earnings over the past 90 days [3] - Eletrobras belongs to the Utility - Electric Power industry, which has an average gain of 12.1% this year, further highlighting its strong performance relative to its industry peers [5] Group 2 - The Utilities group is ranked 4 within the Zacks Sector Rank, which evaluates 16 different groups based on the average Zacks Rank of individual stocks [2] - Another stock in the Utilities sector, MYR Group (MYRG), has also shown strong performance with a year-to-date return of 20.2% and a Zacks Rank of 2 (Buy) [4][5] - The Electric Construction industry, where MYR Group is categorized, has a year-to-date gain of 20.2%, ranking 5 in the Zacks Industry Rank [6]

Company Performance - AZZ's stock closed at $112.88, reflecting a -3.15% change from the previous day's closing price, underperforming the S&P 500 which gained 0.03% [1] - Over the past month, AZZ's shares increased by 6.25%, outperforming the Industrial Products sector's gain of 2% and the S&P 500's gain of 3.46% [1] Earnings Projections - The upcoming earnings disclosure for AZZ is projected to show earnings per share (EPS) of $1.56, indicating a 13.87% increase from the same quarter last year [2] - Revenue is estimated at $430.77 million, up 5.32% from the prior-year quarter [2] - Full-year Zacks Consensus Estimates predict earnings of $6.01 per share and revenue of $1.68 billion, representing year-over-year changes of +15.58% and +6.19%, respectively [3] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for AZZ reflect positive sentiment regarding the company's business operations and profit generation capabilities [4] - The Zacks Rank system, which assesses estimate changes, currently ranks AZZ at 2 (Buy), indicating favorable expectations for stock performance [6] - AZZ's Forward P/E ratio is 19.4, which is a discount compared to the industry average Forward P/E of 23.92 [6] Industry Context - AZZ operates within the Manufacturing - Electronics industry, which is part of the Industrial Products sector, currently holding a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

Company Performance - Essex Property Trust (ESS) reported quarterly funds from operations (FFO) of $4.03 per share, exceeding the Zacks Consensus Estimate of $3.99 per share, and up from $3.94 per share a year ago, representing an FFO surprise of +1.00% [1] - The company posted revenues of $469.83 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.14%, compared to year-ago revenues of $442.36 million [2] - Over the last four quarters, Essex Property Trust has consistently surpassed consensus FFO estimates [2] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future FFO expectations [3] - The current consensus FFO estimate for the coming quarter is $3.98 on revenues of $474.24 million, and for the current fiscal year, it is $15.94 on revenues of $1.88 billion [7] - The estimate revisions trend for Essex Property Trust was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The REIT and Equity Trust - Residential industry is currently in the top 33% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]

Group 1 - Toronto-Dominion Bank (TD) stock closed at $74.11, down 1.09% from the previous day, underperforming the S&P 500 which gained 0.02% [1] - Over the past month, TD shares increased by 3.22%, lagging behind the Finance sector's gain of 4.24% and the S&P 500's gain of 4.93% [1] Group 2 - The upcoming earnings report for Toronto-Dominion Bank is scheduled for August 28, 2025, with projected earnings per share (EPS) of $1.41, reflecting a 6% decrease from the same quarter last year [2] - For the entire year, Zacks Consensus Estimates forecast earnings of $5.71 per share and revenue of $43.92 billion, indicating changes of -0.52% and +4.65% respectively compared to the previous year [3] Group 3 - Changes in analyst estimates for Toronto-Dominion Bank are important as they reflect short-term business dynamics, with positive revisions indicating analysts' confidence in performance and profit potential [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Toronto-Dominion Bank as 2 (Buy), with a 0.32% rise in the Zacks Consensus EPS estimate over the past month [5][6] Group 4 - Toronto-Dominion Bank is trading at a Forward P/E ratio of 13.11, which is a premium compared to the industry average Forward P/E of 10.15 [7] - The PEG ratio for TD is currently 1.69, while the Banks - Foreign industry has an average PEG ratio of 0.98 [7] Group 5 - The Banks - Foreign industry, part of the Finance sector, has a Zacks Industry Rank of 12, placing it in the top 5% of over 250 industries [8]

Company Performance - Dutch Bros (BROS) closed at $59.50, reflecting a +1.78% change from the previous trading session, outperforming the S&P 500's gain of 0.4% [1] - Over the past month, shares have depreciated by 13.34%, underperforming the Retail-Wholesale sector's gain of 4.05% and the S&P 500's gain of 4.61% [1] Earnings Estimates - The upcoming earnings release is scheduled for August 6, 2025, with projected EPS of $0.18, indicating a 5.26% drop compared to the same quarter last year [2] - Revenue is forecasted to be $401.5 million, representing a 23.57% growth compared to the corresponding quarter of the prior year [2] - For the full year, analysts expect earnings of $0.59 per share and revenue of $1.58 billion, marking changes of +20.41% and +23.41% respectively from last year [3] Analyst Sentiment - Recent changes to analyst estimates reflect short-term business trends, with upward revisions indicating positivity towards the company's operations and profit generation [4] - The Zacks Consensus EPS estimate has shifted 2.52% downward over the past month, and Dutch Bros currently holds a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Dutch Bros is trading with a Forward P/E ratio of 98.61, which is a premium compared to the industry average Forward P/E of 20.91 [7] - The company has a PEG ratio of 2.82, compared to the industry average PEG ratio of 2.6 [7] Industry Context - The Retail - Restaurants industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 163, placing it in the bottom 35% of over 250 industries [8]