Investors might want to bet on Hilltop Holdings (HTH) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changin ...

Core Viewpoint - Candel Therapeutics, Inc. (CADL) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks rating system is based on the Zacks Consensus Estimate, which reflects EPS estimates from sell-side analysts for the current and following years [2]. - Candel Therapeutics is expected to earn -$0.92 per share for the fiscal year ending December 2025, unchanged from the previous year, but analysts have raised their estimates by 17.5% over the past three months [9]. Impact of Institutional Investors - Changes in earnings estimates are strongly correlated with stock price movements, largely due to institutional investors who adjust their valuations based on these estimates [5]. - An increase in earnings estimates typically leads to higher fair value for a stock, prompting institutional investors to buy or sell, which in turn affects stock prices [5]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Candel Therapeutics' upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [11].

Core Viewpoint - ResMed (RMD) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Group 1: Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in a company's earnings picture, specifically tracking EPS estimates from sell-side analysts [1][2]. - A strong correlation exists between earnings estimate revisions and near-term stock price movements, making the Zacks rating system valuable for investors [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Group 2: ResMed's Earnings Outlook - ResMed is projected to earn $9.48 per share for the fiscal year ending June 2025, indicating no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for ResMed has increased by 0.2%, reflecting a positive outlook for the company's earnings [8]. Group 3: Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 20% of Zacks-covered stocks receive a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [9][10]. - ResMed's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for higher stock movement in the near term [10].

Solaris Energy Infrastructure, Inc. (SEI) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- 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 tracke ...

Company Overview - Ocular Therapeutix (OCUL) shares increased by 8.6% to $9.09 in the last trading session, with a notable trading volume, and have gained 14.7% over the past four weeks [1][2] Pipeline and Product Development - The price rise is linked to positive investor sentiment regarding Ocular's product candidate Axpaxli, which is in late-stage studies for treating wet age-related macular degeneration, diabetic retinopathy, diabetic macular edema, and other retinal diseases [2] Financial Performance Expectations - The company is projected to report a quarterly loss of $0.35 per share, reflecting a year-over-year decline of 45.8%, with expected revenues of $13.55 million, down 17.6% from the previous year [3] - The consensus EPS estimate for the quarter has been revised 1.2% higher in the last 30 days, indicating a potential for price appreciation [4] Industry Context - Ocular Therapeutix is part of the Zacks Medical - Drugs industry, where Takeda Pharmaceutical Co. (TAK) also operates, having seen a 2.5% increase to $15.08 in the last trading session [5] - Takeda's consensus EPS estimate remains unchanged at $0.47, representing a year-over-year decline of 16.1%, and it currently holds a Zacks Rank of 4 (Sell) [6]

Company Overview - Krystal Biotech, Inc. (KRYS) shares increased by 4.2% to close at $143.67, with trading volume significantly higher than usual, reflecting a 10.3% gain over the past four weeks [1][2] Product Development - The stock price surge followed the initiation of patient dosing in the phase III IOLITE study for KB803 eye drops, targeting DEB-related corneal damage, which is a next-generation version of the approved gene therapy Vyjuvek [2] - KB803 addresses a rare patient population lacking corrective treatments, and the decentralized, at-home study design, along with prior compassionate use data showing strong efficacy, has bolstered investor confidence [2] Financial Performance Expectations - The company is projected to report quarterly earnings of $1.31 per share, reflecting a year-over-year increase of 52.3%, with revenues expected to reach $102.5 million, up 45.9% from the previous year [3] - The consensus EPS estimate for the quarter has remained stable over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Krystal Biotech is categorized under the Zacks Medical - Biomedical and Genetics industry, where Coherus Oncology (CHRS) also operates, having closed 5.6% higher at $0.77, but with a -3.9% return over the past month [5] - Coherus Oncology's consensus EPS estimate for the upcoming report is -$0.25, representing a significant year-over-year decline of 78.6% [6]

Core Viewpoint - Paychex reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $1.18 per share, and showing an increase from $1.12 per share a year ago, indicating a positive earnings surprise of +0.85% [1] Financial Performance - The company achieved revenues of $1.43 billion for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 0.87% and up from $1.3 billion year-over-year [2] - Over the last four quarters, Paychex has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Paychex shares have increased approximately 8.6% since the beginning of the year, outperforming the S&P 500's gain of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $1.56 billion, and for the current fiscal year, it is $5.38 on revenues of $6.58 billion [7] - The outlook for the Internet - Software industry, where Paychex operates, is favorable, ranking in the top 22% of over 250 Zacks industries, suggesting potential for outperformance [8]

Company Overview - Amarin (AMRN) shares increased by 27.3% to close at $16.04, with notable trading volume compared to typical sessions, and a 13.4% gain over the past four weeks [1][2] Recent Developments - Amarin licensed EU rights to its drug Vazkepa to Recordati, an Italy-based company, for $25 million upfront, with potential milestones of up to $150 million and ongoing royalties, significantly expanding Vazkepa's market reach and reducing EU-related costs by an expected $70 million over the next 12 months [2] Financial Performance - The company is expected to report a quarterly loss of $0.60 per share, a year-over-year change of -400%, with revenues projected at $45.19 million, down 33% from the previous year [3] - The consensus EPS estimate for the quarter has been revised 22.4% higher over the last 30 days, indicating a positive trend that may lead to price appreciation [4] Industry Context - Amarin is part of the Zacks Medical - Biomedical and Genetics industry, which includes other companies like MannKind (MNKD), which saw a 5.1% increase in its last trading session [5] - MannKind's consensus EPS estimate has remained unchanged at $0.04, reflecting a -20% change from the previous year, and it currently holds a Zacks Rank of 3 (Hold) [6]

Core Insights - Progress Software (PRGS) is expected to report quarterly earnings of $1.30 per share, reflecting a 19.3% increase year over year, with revenues projected at $237.84 million, indicating a 35.9% year-over-year growth [1] - The consensus EPS estimate has remained stable over the last 30 days, suggesting analysts have not changed their initial earnings projections during this period [1][2] Revenue Estimates - Analysts predict 'Revenue- Services' will reach $52.70 million, representing a significant year-over-year increase of 183.4% [4] - The 'Revenue- Maintenance' is expected to be approximately $111.65 million, indicating an 8.9% increase from the previous year [4] - 'Revenue- Maintenance and services' is forecasted to total $167.92 million, reflecting a 38.7% year-over-year growth [4] - 'Revenue- Software licenses' is anticipated to be $70.20 million, showing a 30.1% increase compared to the same quarter last year [5] Stock Performance - Shares of Progress Software have increased by 4.4% over the past month, slightly underperforming the Zacks S&P 500 composite, which rose by 5.1% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the overall market in the near term [6]

Company Overview - Capricor Therapeutics (CAPR) shares increased by 20.4% to $9.25 in the last trading session, following a period of 25.1% loss over the past four weeks, indicating a significant recovery in stock performance [1] - The company is focused on developing Deramiocel, a cell therapy candidate aimed at treating Duchenne Muscular Dystrophy-associated cardiomyopathy [2] Regulatory Updates - Capricor provided positive regulatory updates regarding its Biologics License Application (BLA) for Deramiocel, with the FDA indicating that an Advisory Committee meeting is not required at this time [2] - The BLA is currently under Priority Review, with a target action date set for August 31, 2025, which may enhance investor confidence [2] Financial Performance Expectations - The company is expected to report a quarterly loss of $0.43 per share, reflecting a year-over-year decline of 22.9% [3] - Revenue projections for the upcoming quarter are estimated at $2.89 million, down 27.2% compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for Capricor has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] - The stock's price movement is typically correlated with trends in earnings estimate revisions, indicating that future price strength may depend on any changes in these estimates [4] Industry Context - Capricor operates within the Zacks Medical - Products industry, which includes other companies such as Myomo, Inc. (MYO) [4] - Myomo's consensus EPS estimate has seen a significant change of -23.5% over the past month, indicating potential challenges within the same industry [5]