Core Viewpoint - Allison Transmission (ALSN) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][4][6]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Allison Transmission reflects a positive outlook on its earnings, which is expected to positively impact its stock price [4][6]. Impact of Earnings Estimate Revisions - There is a strong correlation between changes in earnings estimates and near-term stock price movements, making the Zacks rating system valuable for investors [5][7]. - The Zacks Rank 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]. Current Earnings Estimates for Allison Transmission - For the fiscal year ending December 2025, Allison Transmission is expected to earn $8.83 per share, indicating no year-over-year change, but the Zacks Consensus Estimate has increased by 0.4% over the past three months [9]. Conclusion on Zacks Rating System - The Zacks rating system maintains a balanced distribution of "buy" and "sell" ratings, with only the top 5% of stocks receiving a "Strong Buy" rating, indicating superior earnings estimate revisions [10][11]. - The upgrade of Allison Transmission to Zacks Rank 1 positions it among the top 5% of stocks, suggesting potential for higher stock movement in the near term [11].

Core Viewpoint - Mama's Creations, Inc. (MAMA) shares have increased by 11% recently, with a mean price target of $11.25 suggesting a potential upside of 42.4% from the current price of $7.90 [1] Price Targets and Analyst Estimates - The mean estimate consists of four short-term price targets with a standard deviation of $1.89, indicating variability among analysts [2] - The lowest price target of $10.00 suggests a 26.6% increase, while the highest target of $14.00 indicates a potential surge of 77.2% [2] - Analysts' price targets should be approached with caution, as their ability to set unbiased targets has been questioned [3][10] Earnings Estimates and Analyst Agreement - Analysts are optimistic about MAMA's earnings prospects, with a consensus indicating better-than-previously estimated earnings [4] - The Zacks Consensus Estimate for the current year has risen by 6.7% over the past month, with no negative revisions [12] - MAMA holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Conclusion on Price Movement - While the consensus price target may not be a reliable indicator of MAMA's potential gains, the direction implied by the price movement appears to be a useful guide [14]

Nice (NICE) closed the last trading session at $162.61, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $204.64 indicates a 25.9% upside potential.The mean estimate comprises 14 short-term price targets with a standard deviation of $35.22. While the lowest estimate of $161.00 indicates a 1% decline from the current price level, the most optimistic analyst expects the s ...

Group 1 - HUTCHMED (HCM) closed at $14.84, with a 10.8% gain over the past four weeks, and a mean price target of $25.75 indicating a 73.5% upside potential [1] - The average of four short-term price targets ranges from $18.00 to $39.00, with a standard deviation of $9.71, suggesting a variability in estimates; the lowest estimate indicates a 21.3% increase, while the highest points to a 162.8% upside [2] - Analysts show strong agreement in revising earnings estimates higher, which correlates with potential stock price movements, as the Zacks Consensus Estimate for the current year has increased by 39.5% over the past month [4][12] Group 2 - HCM has a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential upside [13] - While price targets can be misleading, the direction implied by the consensus price target suggests a positive outlook for HCM [10][14] - Analysts' optimistic earnings prospects, reflected in the upward revisions of EPS estimates, provide a legitimate reason to expect an upside in HCM's stock [11]

Core Viewpoint - Consensus Cloud Solutions, Inc. (CCSI) shows potential for upside with a mean price target of $27.4, indicating a 25.1% increase from the current price of $21.91 [1] Price Targets - The average price target consists of five estimates ranging from a low of $20.00 to a high of $37.00, with a standard deviation of $7.06, suggesting variability in analyst predictions [2] - The lowest estimate indicates a potential decline of 8.7%, while the highest suggests a 68.9% upside [2] Analyst Sentiment - Analysts are optimistic about CCSI's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 0.4%, with one estimate moving higher and no negative revisions [12] Zacks Rank - CCSI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While price targets are a common metric, they should be approached with skepticism as they can mislead investors; analysts often set overly optimistic targets due to business incentives [7][8][10]

Core Insights - Lindsay (LNN) is expected to report quarterly earnings of $1.36 per share, a decline of 3.6% year-over-year, with revenues projected at $162.01 million, reflecting a 16.4% increase compared to the same period last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts have reassessed their initial estimates [1] Revenue Estimates - Analysts estimate 'Operating revenues- Infrastructure segment' at $25.75 million, representing a 5.7% increase from the prior-year quarter [4] - The 'Operating revenues- Irrigation segment' is projected to reach $136.26 million, indicating an 18.7% increase from the prior-year quarter [4] Income Estimates - The estimated 'Operating income- Irrigation segment' is $21.41 million, up from $19.52 million reported in the same quarter last year [5] - Analysts forecast 'Operating income- Infrastructure segment' to be $4.74 million, down from $6.28 million in the previous year [5] Stock Performance - Lindsay shares have decreased by 1.6% over the past month, contrasting with a 0.5% increase in the Zacks S&P 500 composite [6] - With a Zacks Rank 3 (Hold), Lindsay is expected to perform in line with the overall market in the near future [6]

由于特朗普常常拖延作出最终决定，加上他年初推动的庞大财政法案在立法程序上非常复杂，7月将面 临多个重要截止时间，这些节点可能对美国股市乃至全球市场产生重大影响。 据道琼斯市场数据，自1950年以来，标普500在7月有45次上涨，平均涨幅达1.3%。 随着春季行情进入尾声，标普500自4月初低点已上涨超过20%。但在6月最后几周开始走弱，过去一个 月仅上涨了0.5%。这种季节性利好或许能为市场提供一些支撑。 Siebert Financial的首席投资官马克·马莱克（Mark Malek）表示："尽管目前尚无实质性协议，但许多关 税已被暂时削减或延后，且各方似乎都有意在某个时间点寻求共识。" 风险三：美方表态伊朗问题，或引发油价冲击 Navellier Calculated Investing创始人路易斯·纳维利尔（Louis Navellier）表示："伊朗局势的不确定性导 致能源价格高企，增加了通胀预测的复杂性，也阻碍了关税谈判的进展。与此同时，被称为'大而美'的 法案仍在朝7月4日的目标推进，而不断修改的内容也让市场中涉及补贴削减的板块持续动荡。" 风险四：财报季将揭示企业实际表现 首个可能影响下半年市场 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 （赵乃迪/ 蔡嘉豪/王礼沫 ） 2025-06-22 您可点击今日推送内容的第2条查看 【农林牧渔】"618"战报出炉，宠物消费同比高增——光大证券农林牧渔行业周报（20250616-20250622） 25年"618"结束，宠物经济持续兑现高景气。根据京东"618"战报，超400个宠物品牌商家销售额同比增长超 100%，宠物成交用户同比增长32%、新晋养宠用户同比增长39%。 今 日 聚 焦 【有色】5月国内家用空调销量增长2.3%、产量同比下降1.8%——铜行业周报（20250616-20250620） 小结：矿端持续扰动，废铜端5月废铜国内产量、进口同步回落；需求端，5月国内空调产量低于此前预期，关 税备货效应减弱以及国内进入淡季 ...

尽管年初至今涨幅不错，欧洲股市正面临投资者日益增长的怀疑情绪。 据追风交易台消息，高盛在6月20日的报告中表示，尽管年初至今欧股STOXX 600指数上涨5%，但这一涨幅完全来自于价值重估和股息收益，而 非盈利增长。 从板块表现来看，银行和公用事业板块年初至今表现最佳，而汽车和生物技术板块表现最差。银行板块受益于利率环境和估值修复，年初至今涨 幅显著。相比之下，汽车板块面临需求疲软和结构性挑战，表现持续低迷。从风格角度看，价值股明显跑赢成长股，小盘股表现略好于大盘股。 投资者对欧洲市场的担忧主要集中在两个关键问题：缺乏近期催化剂和增长动力不足。 高盛预计STOXX Europe 2025年每股收益增长率为0%，2026年仅为4%。 欧洲股市过去12个月的表现完全依赖于价值重估和股息贡献，而其他地区的回报则来自盈利和估值的混合推动。欧洲股票的市盈率已达到14.2 倍，接近历史区间的第70百分位，不再便宜。强势货币、疲弱的经济增长以及低油价都对欧洲每股收益构成拖累。 欧洲股市年初至今虽然获得了强劲的资金净流入，特别是来自国内投资者的回流，但这一趋势正在减弱。 高盛统计显示，本土投资者在过去几年持续抛售欧洲股票后， ...

Core Viewpoint - The domestic pig market is experiencing fluctuations, with prices showing a recent rebound after a period of decline, but overall demand remains weak, leading to concerns about future price stability [1][3][5] Group 1: Market Trends - As of June 23, the main contract for live pig futures reached 13,975 yuan/ton, up nearly 5% from the low of 13,350 yuan/ton at the beginning of the month [1] - The overall price of live pigs has been on a downward trend since the third quarter of 2024, currently at relatively low levels [1] - The average price of live pigs nationwide rose to 14.22 yuan/kg by June 20, following a drop to 13.94 yuan/kg on June 9 [1] Group 2: Supply and Demand Dynamics - The demand for live pigs has weakened, leading to an oversupply situation that has caused prices to drop significantly [1][3] - The average trading price for 7 kg piglets in Hunan fell to 460 yuan/head by June 19, a decrease of 85 yuan/head or 15.6% since early May [2] - The increase in feed costs, particularly for corn and soybean meal, has further pressured the profitability of pig farming [3] Group 3: Profitability and Cost Analysis - As of June 19, the average profit for self-breeding pigs was 137.93 yuan/head, down 66.12 yuan/head from early April, while the profit for piglets was 153.42 yuan/head, down 151.05 yuan/head [3] - The average feed cost for self-breeding pigs was 934.88 yuan, and for piglet fattening, it was 889.94 yuan, both showing increases from early April [3] Group 4: Slaughtering Trends - The daily slaughter volume for sample enterprises remained stable, with a range between 165,000 to 186,000 heads, influenced by increased supply and the profitability of fresh meat segmentation [4] - The average gross profit per head for slaughtering was 28.56 yuan, up 222.38% compared to the same period last year [4] Group 5: Future Outlook - The market is expected to face continued downward pressure on prices due to increased slaughtering rates and weak demand, although there are signs of improved market sentiment [5] - The third quarter may see a seasonal decline in pig stocks, potentially supporting higher average prices compared to the second quarter [4]