Company Performance - On Holding (ONON) closed at $50.36, down 5.36% from the previous trading session, underperforming the S&P 500's gain of 0.06% [1] - Over the past month, shares of On Holding gained 0.26%, lagging behind the Retail-Wholesale sector's gain of 5.04% and the S&P 500's gain of 5.88% [1] Upcoming Earnings - On Holding is projected to report earnings of $0.24 per share, reflecting a year-over-year growth of 50% [2] - Revenue is estimated at $838.51 million, up 33.59% from the prior-year quarter [2] Full Year Estimates - Analysts expect earnings of $1.13 per share and revenue of $3.48 billion for the full year, marking changes of +2.73% and +32% respectively from last year [3] Analyst Forecasts - Recent revisions to analyst forecasts for On Holding are important as they indicate shifting business dynamics and a favorable outlook on business health and profitability [4] Zacks Rank and Valuation - On Holding currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate moving 1.56% higher over the past month [6] - The company is trading at a Forward P/E ratio of 47.19, which is a premium compared to the industry average Forward P/E of 17.74 [6] PEG Ratio - On Holding has a PEG ratio of 2.29, compared to the average PEG ratio of 2.04 for Retail - Apparel and Shoes stocks [7] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and currently has a Zacks Industry Rank of 194, placing it in the bottom 22% of all industries [8]

Core Viewpoint - Tyson Foods is experiencing mixed performance in the stock market, with a recent increase in share price but a decline over the past month, and upcoming earnings expectations indicate a potential year-over-year decline in earnings per share [1][2]. Company Performance - Tyson Foods closed at $54.47, reflecting a +2.18% change from the previous day, outperforming the S&P 500's gain of 0.06% [1]. - Over the last month, Tyson Foods shares decreased by 3.27%, while the Consumer Staples sector remained flat and the S&P 500 gained 5.88% [1]. Upcoming Earnings - The company is set to release its earnings report on August 4, 2025, with analysts expecting earnings of $0.72 per share, representing a year-over-year decline of 17.24% [2]. - Revenue is projected to be $13.63 billion, indicating a 2.06% increase compared to the same quarter last year [2]. Full Year Estimates - For the full year, earnings are estimated at $3.77 per share and revenue at $54.72 billion, showing increases of +21.61% and +2.64% respectively from the previous year [3]. Analyst Estimates - Recent changes in analyst estimates for Tyson Foods are important as they reflect short-term business trends, with positive revisions indicating confidence in performance [4]. - The Zacks Consensus EPS estimate has decreased by 3.34% over the last 30 days, and Tyson Foods currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - Tyson Foods has a Forward P/E ratio of 14.16, which is higher than the industry average of 12.24 [7]. - The company has a PEG ratio of 0.72, significantly lower than the industry average PEG ratio of 2.32, indicating a favorable valuation relative to expected earnings growth [7]. Industry Context - The Food - Meat Products industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 174, placing it in the bottom 30% of over 250 industries [8]. - Research indicates that industries in the top 50% of the Zacks Industry Rank outperform those in the bottom half by a factor of 2 to 1 [8].

Company Performance - Bristol Myers Squibb (BMY) ended the recent trading session at $48.02, demonstrating a +2.85% change from the preceding day's closing price, outperforming the S&P 500 which registered a daily gain of 0.06% [1] - The stock has fallen by 0.49% in the past month, leading the Medical sector's loss of 1.83% and undershooting the S&P 500's gain of 5.88% [1] Earnings Forecast - The company is scheduled to release its earnings on July 31, 2025, with a predicted EPS of $1.17, indicating a 43.48% decline compared to the equivalent quarter last year [2] - The consensus estimate projects a revenue of $11.33 billion, reflecting a 7.1% fall from the equivalent quarter last year [2] Full Year Estimates - For the full year, the Zacks Consensus Estimates project earnings of $6.37 per share and a revenue of $46.26 billion, demonstrating changes of +453.91% and -4.23%, respectively, from the preceding year [3] Analyst Estimates - Recent modifications to analyst estimates for Bristol Myers Squibb indicate the ever-changing nature of near-term business trends, with positive estimate revisions being a sign of optimism about the business outlook [4] Zacks Rank and Valuation - The Zacks Rank system currently holds Bristol Myers Squibb at 3 (Hold), with the Zacks Consensus EPS estimate having moved 5.7% lower within the past month [6] - The company has a Forward P/E ratio of 7.33, indicating a discount compared to its industry's Forward P/E of 17.79 [7] PEG Ratio - Bristol Myers Squibb currently trades at a PEG ratio of 2.44, compared to the Medical - Biomedical and Genetics industry's average PEG ratio of 1.47 [8] Industry Ranking - The Medical - Biomedical and Genetics industry is part of the Medical sector, holding a Zacks Industry Rank of 95, placing it in the top 39% of all 250+ industries [9]

Core Viewpoint - Marvell Technology is expected to show significant year-over-year growth in its upcoming earnings report, with analysts forecasting earnings of $0.67 per share and revenue of $2.01 billion, indicating a strong performance outlook for the company [2][3]. Financial Performance - In the latest trading session, Marvell Technology closed at $71.99, reflecting a -1.46% change from the previous day, underperforming compared to the S&P 500's gain of 0.06% [1]. - The stock has increased by 3.22% over the past month, which is lower than the Computer and Technology sector's gain of 9.6% and the S&P 500's gain of 5.88% [1]. - For the entire year, the Zacks Consensus Estimates predict earnings of $2.79 per share and revenue of $8.22 billion, representing increases of +77.71% and +42.61% respectively compared to the previous year [3]. Analyst Estimates and Market Sentiment - Recent revisions to analyst estimates for Marvell Technology are crucial as they reflect the latest business trends, with positive revisions indicating optimism about the company's outlook [3][4]. - The Zacks Rank system, which evaluates estimate changes, currently ranks Marvell Technology at 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5]. Valuation Metrics - Marvell Technology has a Forward P/E ratio of 26.16, which is lower than the industry average of 27.9, suggesting that the company is trading at a discount compared to its peers [6]. - The company also has a PEG ratio of 0.61, significantly below the industry average PEG ratio of 1.63, indicating favorable growth prospects relative to its valuation [7]. Industry Context - The Electronics - Semiconductors industry, to which Marvell Technology belongs, ranks in the top 24% of all industries according to the Zacks Industry Rank, which assesses the strength of industry groups based on the average Zacks Rank of individual stocks [8].

Core Insights - The article emphasizes the effectiveness of the Zacks Rank system in identifying winning stocks through earnings estimates and revisions [1] - Value investing is highlighted as a popular and successful strategy across various market conditions, focusing on undervalued stocks [2] - Zacks has introduced the Style Scores system to identify stocks with specific traits, particularly those with high grades in the Value category [3] Company Analysis: First Solar (FSLR) - First Solar (FSLR) is currently rated with a Zacks Rank of 2 (Buy) and has an A grade for Value, indicating strong investment potential [4] - FSLR's Forward P/E ratio stands at 9.13, significantly lower than the industry average of 15.56, suggesting it may be undervalued [4] - The stock's Forward P/E has fluctuated between a high of 14.16 and a low of 5.80 over the past year, with a median of 9.30 [4] - FSLR's PEG ratio is 0.27, compared to the industry average of 0.70, indicating favorable growth expectations relative to its valuation [5] - The PEG ratio has ranged from a high of 0.33 to a low of 0.15 in the past 52 weeks, with a median of 0.23 [5] - FSLR's P/CF ratio is 10.96, which is attractive compared to the industry average of 11.48, further supporting its undervaluation [6] - The P/CF ratio has varied between 17.64 and 7.50 over the past year, with a median of 11.62 [6] - Overall, these metrics suggest that FSLR is likely undervalued and presents a strong investment opportunity based on its earnings outlook [7]

Core Viewpoint - Coterra Energy's stock has underperformed in recent trading sessions, with a notable decline in the past month, while upcoming earnings are anticipated to show significant growth in both EPS and revenue compared to the previous year [1][2][3]. Company Performance - Coterra Energy closed at $23.09, reflecting a -5.33% change from the previous day, underperforming against the S&P 500's gain of 0.14% [1]. - The stock has decreased by 9.57% over the past month, contrasting with the Oils-Energy sector's loss of 0.85% and the S&P 500's gain of 5.35% [1]. Upcoming Earnings - The company is set to announce its earnings on August 4, 2025, with an expected EPS of $0.45, indicating a growth of 21.62% year-over-year [2]. - Revenue is projected to reach $1.71 billion, reflecting a 34.45% increase compared to the same quarter last year [2]. Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $2.6 per share, with revenue expected to be $7.59 billion, representing increases of +54.76% and +39.07% respectively from the previous year [3]. Analyst Estimates - Recent changes in analyst estimates for Coterra Energy are crucial for investors, as positive revisions indicate optimism about the business outlook [4]. - The Zacks Rank system, which incorporates estimate changes, currently ranks Coterra Energy as 3 (Hold) [6]. Valuation Metrics - Coterra Energy has a Forward P/E ratio of 9.37, which is lower than the industry average of 10.74, suggesting a valuation discount [7]. - The company holds a PEG ratio of 0.32, significantly below the industry average PEG ratio of 1.45, indicating favorable growth expectations relative to its valuation [8]. Industry Context - The Oil and Gas - Exploration and Production - United States industry, to which Coterra Energy belongs, ranks in the bottom 37% of all industries according to the Zacks Industry Rank [9].

Group 1: Company Performance - Monday.com (MNDY) stock was down 2.76% at $283.74, underperforming the S&P 500's daily gain of 0.14% [1] - Prior to the recent trading session, MNDY shares had gained 4.04%, lagging behind the Computer and Technology sector's gain of 7.37% and the S&P 500's gain of 5.35% [1] Group 2: Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $0.84, reflecting a 10.64% decrease from the same quarter last year [2] - Revenue is forecasted to be $293.15 million, indicating a 24.16% increase compared to the year-ago quarter [2] Group 3: Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of $3.79 per share and revenue of $1.22 billion, representing year-over-year changes of +8.29% and +25.59%, respectively [3] - Recent adjustments to analyst estimates may indicate short-term business trends and positive revisions can signal optimism about the business outlook [3] Group 4: Valuation Metrics - Current valuation metrics show a Forward P/E ratio of 77.05, significantly higher than the industry average of 29.16, indicating that Monday.com is trading at a premium [6] - The PEG ratio stands at 30.57, compared to the Internet - Software industry average of 2.2, suggesting a high valuation relative to expected earnings growth [7] Group 5: Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 79, placing it within the top 32% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Company Performance - Silicon Motion (SIMO) closed at $74.67, reflecting a +1.84% change from the previous day, outperforming the S&P 500's daily gain of 0.14% [1] - Prior to the latest trading session, shares had gained 4.8%, which lagged behind the Computer and Technology sector's gain of 7.37% and the S&P 500's gain of 5.35% [1] Upcoming Earnings - The upcoming earnings release is scheduled for July 30, 2025, with analysts expecting earnings of $0.52 per share, indicating a year-over-year decline of 45.83% [2] - Revenue is projected to be $180.4 million, representing a 14.37% decrease compared to the same quarter of the previous year [2] Full-Year Estimates - Zacks Consensus Estimates for the full year predict earnings of $3.41 per share and revenue of $815.03 million, reflecting year-over-year changes of -0.58% and +1.43%, respectively [3] - Recent changes in analyst estimates suggest a direct relationship with stock price performance, with positive revisions indicating analyst optimism [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Silicon Motion at 2 (Buy), with an average annual return of +25% for 1 ranked stocks since 1988 [5] - The Forward P/E ratio for Silicon Motion is 21.48, which is a premium compared to the industry average of 19.71, while the PEG ratio stands at 10.13, significantly higher than the industry average of 4.27 [6] Industry Overview - The Computer - Integrated Systems industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 50, 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]

Core Viewpoint - Applied Materials (AMAT) has shown strong stock performance, with a recent closing price of $192.61, reflecting a 1.14% increase, outperforming the S&P 500 and other indices [1] Company Performance - The upcoming earnings disclosure for Applied Materials is highly anticipated, with projected EPS of $2.34, indicating a 10.38% increase year-over-year, and expected quarterly revenue of $7.2 billion, up 6.23% from the previous year [2] - For the entire year, Zacks Consensus Estimates forecast earnings of $9.47 per share and revenue of $28.82 billion, representing increases of 9.48% and 6.04% respectively compared to the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Applied Materials indicate a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks Applied Materials as 2 (Buy), reflecting a positive sentiment among analysts [6] Valuation Metrics - Applied Materials has a Forward P/E ratio of 20.11, which is lower than the industry average Forward P/E of 27.61, suggesting a valuation discount [7] - The company has a PEG ratio of 2.12, compared to the Electronics - Semiconductors industry average PEG ratio of 1.61, indicating a higher expected earnings growth rate relative to its price [8] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 63, placing it in the top 26% of over 250 industries, suggesting strong performance potential [9]

In the latest close session, Constellation Energy Corporation (CEG) was down 1.1% at $317.88. This move lagged the S&P 500's daily gain of 0.14%. Elsewhere, the Dow saw a downswing of 0.04%, while the tech- heavy Nasdaq appreciated by 0.38%. Shares of the company witnessed a gain of 5.41% over the previous month, beating the performance of the Oils- Energy sector with its loss of 0.85%, and the S&P 500's gain of 5.35%. The upcoming earnings release of Constellation Energy Corporation will be of great intere ...