分组1 - Flowers Foods reported quarterly earnings of $0.23 per share, matching the Zacks Consensus Estimate, but down from $0.33 per share a year ago [1] - The company posted revenues of $1.23 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.53%, and showing an increase from $1.19 billion year-over-year [2] - Flowers Foods shares have declined approximately 41.4% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] 分组2 - The earnings outlook for Flowers Foods is uncertain, with current consensus EPS estimates at $0.18 for the coming quarter and $1.05 for the current fiscal year, alongside revenues of $1.23 billion for the next quarter and $5.26 billion for the fiscal year [7] - The Zacks Industry Rank indicates that the Food - Miscellaneous sector is in the bottom 31% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Core Insights - Northern Oil and Gas (NOG) reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $0.82 per share, but down from $1.4 per share a year ago, resulting in an earnings surprise of +25.61% [1] - The company posted revenues of $482.24 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.76% and down from $513.54 million year-over-year [2] - Northern Oil and Gas shares have declined approximately 44.9% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.91 on revenues of $531.47 million, and for the current fiscal year, it is $4.14 on revenues of $2.24 billion [7] Industry Context - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is in the bottom 21% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

In the latest close session, AST SpaceMobile, Inc. (ASTS) was down 7.25% at $65.28. The stock trailed the S&P 500, which registered a daily loss of 1.12%. On the other hand, the Dow registered a loss of 0.84%, and the technology-centric Nasdaq decreased by 1.9%. The company's shares have seen a decrease of 13.33% over the last month, not keeping up with the Computer and Technology sector's gain of 3.58% and the S&P 500's gain of 1.26%.Market participants will be closely following the financial results of AS ...

Core Viewpoint - National Health Investors (NHI) reported strong quarterly funds from operations (FFO) of $1.32 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing a year-over-year increase from $1.03 per share [1][2] Financial Performance - NHI's quarterly revenues reached $89.85 million, surpassing the Zacks Consensus Estimate by 8.07%, compared to $82.94 million in the same quarter last year [2] - The company has consistently outperformed consensus FFO estimates over the last four quarters, achieving this four times [2] Stock Performance - NHI shares have increased approximately 9.9% year-to-date, while the S&P 500 has gained 15.6% during the same period [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $1.19, with projected revenues of $93.04 million, and for the current fiscal year, the estimate is $4.81 on revenues of $356.14 million [7] - The outlook for the REIT and Equity Trust - Other industry is favorable, ranking in the top 30% of over 250 Zacks industries, suggesting potential for strong performance [8]

Company Performance - On Holding (ONON) ended the recent trading session at $35.51, showing a -1.58% change from the previous day's closing price, which lagged behind the S&P 500's daily loss of 1.12% [1] - Over the past month, shares of On Holding have depreciated by 17.29%, underperforming the Retail-Wholesale sector's gain of 1.86% and the S&P 500's gain of 1.26% [1] Upcoming Earnings Report - On Holding is scheduled to release its earnings on November 12, 2025, with projected earnings of $0.34 per share, representing year-over-year growth of 100% [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $939.02 million, up 27.81% from the year-ago period [2] Annual Forecasts - For the entire year, the Zacks Consensus Estimates forecast earnings of $0.76 per share and revenue of $3.64 billion, indicating changes of -30.91% and +38.22%, respectively, compared to the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for On Holding are important as they reflect shifting dynamics of short-term business patterns, with positive revisions indicating analysts' confidence in business performance and profit potential [4] Zacks Rank and Valuation - On Holding currently has a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining steady over the past month [6] - The company is trading at a Forward P/E ratio of 47.38, which is a premium compared to the industry average Forward P/E of 18.26 [7] - On Holding has a PEG ratio of 2.25, which is comparable to the industry average PEG ratio of 2.25 [7] Industry Overview - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, has a current Zacks Industry Rank of 53, placing it in the top 22% of all industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Overview - Nutanix (NTNX) ended the recent trading session at $68.80, showing a -1.31% change from the previous day's closing price, underperforming the S&P 500 which lost 1.12% [1] - Over the past month, Nutanix shares have decreased by 2.02%, while the Computer and Technology sector gained 3.58% and the S&P 500 gained 1.26% [1] Financial Performance Forecast - Nutanix is expected to report an EPS of $0.41, reflecting a 2.38% decrease from the same quarter last year, with quarterly revenue forecasted at $677.02 million, up 14.56% year-over-year [2] - For the entire fiscal year, earnings are projected at $1.9 per share and revenue at $2.92 billion, indicating increases of +17.28% and +20.16% respectively from the previous year [3] Analyst Estimates and Valuation - Recent revisions to analyst forecasts for Nutanix are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] - Nutanix currently holds a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 36.75, which is a premium compared to the industry average Forward P/E of 16.9 [5] - The company has a PEG ratio of 2.63, compared to the industry average PEG ratio of 1.92, indicating a higher expected earnings growth rate relative to its price [6] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups by evaluating the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - DiamondRock Hospitality (DRH) reported quarterly funds from operations (FFO) of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and up from $0.26 per share a year ago [1][2] Financial Performance - The quarterly FFO surprise was +16.00%, and the company has surpassed consensus FFO estimates in all four of the last quarters [2] - Revenues for the quarter ended September 2025 were $285.38 million, surpassing the Zacks Consensus Estimate by 0.72%, and slightly up from $285.13 million year-over-year [3] Market Performance - DiamondRock Hospitality shares have declined approximately 9.4% since the beginning of the year, while the S&P 500 has gained 15.6% [4] - The current consensus FFO estimate for the upcoming quarter is $0.24 on revenues of $278.8 million, and for the current fiscal year, it is $1.03 on revenues of $1.12 billion [8] Industry Outlook - The REIT and Equity Trust - Other industry is currently in the top 30% of over 250 Zacks industries, indicating a favorable outlook [9]

Drilling Tools International Corp. (DTI) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +300.00%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced a loss of $0.02, delivering a surprise of -150%.Over the last ...

Core Insights - Fidelity National Financial (FNF) reported quarterly earnings of $1.63 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, and up from $1.3 per share a year ago [1][2] - The company achieved revenues of $4.03 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 13.54% and increasing from $3.6 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +13.99%, while the previous quarter saw a surprise of -17.14% with actual earnings of $1.16 compared to an expectation of $1.4 [2] - Over the last four quarters, FNF has exceeded consensus EPS estimates two times and topped revenue estimates three times [2][3] Future Outlook - The company's stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [4] - Current consensus EPS estimate for the upcoming quarter is $1.45 on revenues of $3.61 billion, and for the current fiscal year, it is $4.83 on revenues of $13.62 billion [8] Industry Context - The Insurance - Multi line industry, to which FNF belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [6][7]

Core Insights - Expedia reported quarterly earnings of $7.57 per share, exceeding the Zacks Consensus Estimate of $7.21 per share, and up from $6.13 per share a year ago, representing an earnings surprise of +4.99% [1] - The company generated revenues of $4.41 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.61% and increasing from $4.06 billion year-over-year [2] - Expedia has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The sustainability of Expedia's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.85 on revenues of $3.27 billion, while for the current fiscal year, the estimate is $14.33 on revenues of $14.34 billion [7] Industry Context - The Internet - Commerce industry, to which Expedia belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]