[Musica] Che cos'è che ci trasforma. Che ci trasforma davvero un pensiero, un'opinione. Non è forse qualcosa che accade, una presenza, un incontro, un gesto che ci attraversa senza chiedere il permesso.Un volto tra la folla, l'odore di un corpo, una voce che vibra. Per me la risposta è sempre la stessa. La performance può trasformarci.Vi ricordate di Diana Ross che nel 1983 in un concerto a Central Park sfida il vento e la pioggia battente. Non fugge, non si ripara, resta lì fradicia cantando con un sorriso ...

Core Viewpoint - Jabil Inc. (JBL) is expected to report year-over-year revenue growth in Q3 FY25, driven by strong demand in various sectors, including cloud and data center infrastructure, capital equipment, and digital commerce [2][11] Group 1: Financial Performance - Jabil is set to release its third-quarter fiscal 2025 results on June 17, with a consensus revenue estimate of $6.98 billion, indicating an increase from $6.77 billion in the same quarter last year [7] - The consensus estimate for earnings is $2.28, up from $1.89 reported in the prior-year quarter [7] - The company achieved an earnings surprise of 7.18% in the last reported quarter and has a trailing four-quarter earnings surprise average of 4.86% [1] Group 2: Strategic Initiatives - Jabil formed a strategic collaboration with AVL to enhance its capabilities in developing next-generation vehicle technology, which is expected to improve its commercial prospects in the automotive and transportation industry [3] - The company expanded its photonics product portfolio by launching new transceivers capable of transferring data at speeds of up to 1.6 Terabits per second, targeting the demands of AI/machine learning workloads and high-performance computing [4] - Jabil's Badger Technologies division introduced the Digital Teammate solution platform, utilizing AI and robotics to enhance employee productivity and inventory management [5] Group 3: Segment Performance - The Zacks Consensus Estimate for the Regulated Industries segment is $2.98 billion, while revenues from the Intelligent Infrastructure segment are estimated at $2.79 billion, and net sales from Connected Living and Digital Commerce are projected to reach $1.19 billion [6]

Core Viewpoint - Accenture (ACN) is expected to report quarterly earnings of $3.29 per share, a 5.1% increase year-over-year, with revenues projected at $17.21 billion, reflecting a 4.5% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised 1.3% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Estimates - Analysts forecast 'Revenue- Type of Work- Consulting' at $8.63 billion, a 2.1% increase from the prior year [5]. - 'Revenue- Type of Work- Managed Services' is expected to reach $8.56 billion, reflecting a 6.9% increase year-over-year [5]. - 'Revenue- Industry Groups- Product' is projected at $5.19 billion, indicating a 4.2% year-over-year change [5]. - 'Revenue- Industry Groups- Health & Public Service' is likely to reach $3.76 billion, a 6.9% increase year-over-year [6]. - 'Revenue- Industry Groups- Financial Services' is estimated at $2.94 billion, reflecting a 1.5% year-over-year change [6]. - 'Revenue- Industry Groups- Communications, Media & Technology' is forecasted at $2.82 billion, indicating a 2% year-over-year change [6]. - 'Geographic Revenue- Americas' is estimated at $8.75 billion, a significant 11.7% increase from the prior year [7]. - 'Geographic Revenue- Asia Pacific' is expected to decline to $2.22 billion, a 22.3% decrease year-over-year [7]. - 'Geographic Revenue- EMEA' is projected at $6.12 billion, reflecting a 6% year-over-year increase [7]. New Bookings Estimates - The average prediction for 'New Bookings - Total' is $21.44 billion, compared to $21.06 billion in the same quarter last year [8]. - 'New Bookings - Managed Services' is expected to reach $11.92 billion, up from $11.78 billion year-over-year [8]. - 'New Bookings - Consulting' is projected at $9.52 billion, an increase from $9.28 billion in the previous year [9]. Stock Performance - Over the past month, Accenture shares have recorded a return of -1.9%, while the Zacks S&P 500 composite has seen a +1.7% change [9]. - Based on its Zacks Rank 3 (Hold), Accenture is expected to perform in line with the overall market in the upcoming period [10].

Core Viewpoint - CarMax (KMX) is expected to report quarterly earnings of $1.22 per share, a 25.8% increase year-over-year, with revenues projected at $7.56 billion, reflecting a 6.3% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.9% over the past 30 days, indicating analysts' reassessment of their projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue and Sales Projections - Analysts estimate 'Net sales - Wholesale vehicles' to reach $1.31 billion, a 4.7% increase from the prior year [5]. - 'Net sales - Other' is projected at $189.91 million, indicating a 5.8% year-over-year change [5]. - 'Net sales - Used vehicles' is expected to be $6.05 billion, reflecting a 6.6% increase year-over-year [5]. - The consensus for 'Other sales and revenues - Extended protection plan revenues' stands at $129.56 million, a 9.1% increase from the previous year [6]. Store and Unit Sales Estimates - Analysts project a total of 251 stores, up from 245 in the same quarter last year [6]. - 'Unit sales - Total vehicles' are expected to reach 378,575, compared to 358,817 a year ago [9]. - 'Unit sales - Used vehicles' is estimated at 224,745, up from 211,132 in the previous year [9]. Profitability Metrics - 'Revenue per vehicle retailed (ASP) - Used vehicles' is forecasted to be $26.84 thousand, compared to $26.53 thousand last year [7]. - 'Gross Profit per Unit - Used vehicles gross profit' is expected to be $2,384.83, up from $2,347 last year [7]. - 'Gross Profit per Unit - Wholesale vehicles gross profit' is projected at $1,070.91, compared to $1,064 last year [8]. - 'Revenue per vehicle retailed (ASP) - Wholesale vehicles' is expected to be $8.29 thousand, compared to $8.09 thousand last year [10]. Market Performance - CarMax shares have decreased by 3.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.7% [10]. - CarMax holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [11].

In its upcoming report, Kroger (KR) is predicted by Wall Street analysts to post quarterly earnings of $1.44 per share, reflecting an increase of 0.7% compared to the same period last year. Revenues are forecasted to be $45.38 billion, representing a year-over-year increase of 0.3%.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earni ...

In its upcoming report, Darden Restaurants (DRI) is predicted by Wall Street analysts to post quarterly earnings of $2.93 per share, reflecting an increase of 10.6% compared to the same period last year. Revenues are forecasted to be $3.26 billion, representing a year-over-year increase of 10.3%.The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estima ...

Core Viewpoint - Kratos Defense & Security Solutions, Inc. is set to establish a new advanced manufacturing facility in Bristow, Oklahoma, focusing on the production of its GEK family of turbojet engines, particularly the GEK800, with plans for significant expansion and job creation [1][5][6]. Company Overview - Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) specializes in technology, products, systems, and software for defense, national security, and commercial markets [7]. - The company emphasizes affordability and rapid development of solutions to meet mission-critical needs [8]. Facility Details - The new facility will cover 50,000 square feet on a 20-acre site, with plans to expand to 100,000 square feet and accommodate up to five production lines for GEK engines, aiming for an initial output of 500 engines annually [1][3]. - The facility will include three small engine test cells, operational by 2027, supported by grant funding from the State of Oklahoma [4]. Job Creation and Economic Impact - The initial engine line is projected to create 60 high-quality jobs, with recruitment starting in late 2025 and general hiring in Q1 2026; each additional production line is expected to add approximately 45 new jobs [4]. - Local and state officials highlight the facility's significance for American workers and national defense, reinforcing Oklahoma's role as a hub for innovative defense technology [6]. Strategic Importance - The facility aligns with Kratos' strategy to deliver high-performance, cost-effective propulsion systems to meet the growing demands of defense customers [5][6]. - The investment reflects a commitment to strengthening America's industrial base and supporting the Department of Defense and allied forces [6].

Core Viewpoint - Amazon (NASDAQ: AMZN) is poised for a potential short-term rally based on historical performance trends and seasonal analysis, despite recent stock volatility [1][5]. Group 1: Stock Performance - Amazon's stock closed at $212, down 0.5% for the day and 3.6% year-to-date, but remains above the critical $200 level [1]. - A 15-year seasonality analysis indicates that Amazon is entering a bullish period from weeks 25 to 28, with historical data supporting consistent gains during this timeframe [3][5]. Group 2: Seasonal Trends - The four-week period from weeks 25 to 28 has historically shown strong performance, with week 28 having an 87% win rate and an average return of 3.9%, making it one of the most favorable weeks for investors [5]. - Beyond week 28, the surrounding period maintains a win rate of 60% to 70%, indicating broader seasonal strength [6]. Group 3: Prime Day and AWS Conference - The timing of this bullish stretch aligns with Amazon's Prime Day, typically held in mid-July around week 28, which often leads to increased sales and positive investor sentiment [6]. - Investors are also focused on the AWS re:Inforce conference, which is expected to bolster bullish sentiment, particularly as AWS is a key growth driver for Amazon [7].

Core Viewpoint - Occidental Petroleum Corporation (OXY) has seen an 18.8% increase in share price over the last two months, outperforming the Zacks Oil and Gas-Integrated-United States industry's growth of 12.2% [1][8]. Group 1: Performance and Market Position - Occidental's share price increase of 18.8% surpasses other industry operators such as ConocoPhillips (COP) and Hess Corporation (HES), which gained 9.6% and 9.8%, respectively [2]. - The company is currently trading above its 50-day simple moving average (SMA), indicating a bullish trend [5]. - Occidental's operational performance is bolstered by its strategic acquisition of CrownRock assets, which has enhanced production and reduced operating costs [10][8]. Group 2: Production and Financial Strategy - Occidental aims to strengthen its balance sheet by reducing short-term debt by $4.5 billion in 2024 and further decreasing outstanding debt by mid-2027 through free cash flow and divestment of non-core assets [11]. - The company projects total production in 2025 to be between 1,390 and 1,440 thousand barrels of oil equivalent per day (Mboe/d), with the Permian Basin contributing approximately 760–786 Mboe/d [12]. - To support growth, Occidental plans to invest between $3.5 billion and $3.7 billion in the Permian Basin in 2025, with a target of drilling 515 to 565 wells by year-end [13]. Group 3: Earnings and Valuation - Occidental has consistently surpassed earnings estimates in the last four quarters, with an average earnings surprise of 24.34% [16]. - However, the Zacks Consensus Estimate for Occidental's earnings per share for 2025 and 2026 has decreased by 26.09% and 27.17%, respectively, over the past 60 days [19]. - The company's shares are currently trading at a premium, with a trailing 12-month Enterprise Value/Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA TTM) of 5.11X compared to the industry average of 4.85X [21]. Group 4: Return on Equity - Occidental's return on equity (ROE) stands at 16.6%, which is slightly below the industry average of 16.89% [25]. Group 5: Summary and Outlook - Despite facing challenges from volatile commodity prices and declining earnings estimates, Occidental's strong domestic operations and strategic acquisitions are expected to support its performance [27].

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