Core Insights - Wall Street analysts' recommendations significantly influence investors' decisions regarding BellRing Brands (BRBR) stock, with an average brokerage recommendation (ABR) of 1.74 indicating a preference for buying the stock [2][5]. Brokerage Recommendations - The current ABR of 1.74 is based on 17 brokerage firms, with 11 recommendations classified as Strong Buy and one as Buy, representing 64.7% and 5.9% of total recommendations respectively [2]. - Despite the favorable ABR, reliance solely on brokerage recommendations is cautioned against, as studies indicate limited success in predicting stocks with the highest price increase potential [5][11]. Analyst Bias and Limitations - Brokerage analysts often exhibit a positive bias due to vested interests, leading to a disproportionate number of Strong Buy recommendations compared to Strong Sell [6][11]. - The ABR is not always up-to-date, while the Zacks Rank, which is based on earnings estimate revisions, provides a more timely indicator of stock price movements [13]. Zacks Rank Comparison - The Zacks Rank categorizes stocks from 1 (Strong Buy) to 5 (Strong Sell) and is based on earnings estimate revisions, showing a strong correlation with near-term stock price movements [12]. - For BellRing Brands, the Zacks Consensus Estimate for the current year has decreased by 12.8% to $2.02, indicating growing pessimism among analysts regarding the company's earnings prospects [14]. Investment Outlook - The recent decline in earnings estimates has resulted in a Zacks Rank of 4 (Sell) for BellRing Brands, suggesting caution despite the Buy-equivalent ABR [15].

Core Insights - CrowdStrike Holdings (CRWD) is expected to report quarterly earnings of $0.94 per share, reflecting a 1.1% increase year over year, with revenues projected at $1.21 billion, a 20.2% year-over-year increase [1] - Analysts have maintained the consensus EPS estimate over the last 30 days, indicating a collective reevaluation of initial estimates [1][2] Revenue Estimates - Analysts project 'Revenue- Subscription' to reach $1.16 billion, indicating a 20% year-over-year increase [4] - The estimated 'Revenue- Professional services' is $58.51 million, reflecting a 23.3% increase from the prior-year quarter [4] Annual Recurring Revenue (ARR) - The estimated 'Annual recurring revenue (ARR)' is projected to be approximately $4,899.15 million, compared to $4,017.54 million from the previous year [4] Remaining Performance Obligations (RPO) - The consensus estimate for 'Remaining Performance Obligations (RPO)' is $7.38 billion, up from $5.40 billion in the same quarter last year [5] Gross Profit Estimates - Analysts expect 'Non-GAAP subscription gross profit' to reach $926.88 million, compared to $770.44 million in the same quarter of the previous year [5] - The 'Non-GAAP professional services gross profit' is projected at $20.88 million, up from $16.16 million year over year [6] - 'GAAP subscription gross profit' is expected to be $900.62 million, compared to $746.43 million in the same quarter last year [7] Stock Performance - CrowdStrike shares have decreased by 6.3% over the past month, contrasting with a 0.3% decline in the Zacks S&P 500 composite [7] - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations of outperforming the overall market in the near future [7]

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable due to potential biases from brokerage firms [1][6][11]. Brokerage Recommendation Summary - M/I Homes (MHO) has an average brokerage recommendation (ABR) of 1.40, indicating a consensus between Strong Buy and Buy, with 80% of the recommendations being Strong Buy from five brokerage firms [2][5]. - Despite the positive ABR, relying solely on this information for investment decisions may not be wise, as studies show limited success in brokerage recommendations guiding investors effectively [5][11]. Zacks Rank Comparison - The Zacks Rank, which is based on earnings estimate revisions, is a more reliable indicator of near-term stock performance compared to ABR, which is influenced by brokerage recommendations [8][12]. - The Zacks Rank for M/I Homes is 3 (Hold), indicating a cautious outlook despite the positive ABR [15]. Earnings Estimate Insights - The Zacks Consensus Estimate for M/I Homes remains unchanged at $16.21, suggesting steady analyst views on the company's earnings prospects [14]. - The lack of change in the consensus estimate may lead to M/I Homes performing in line with the broader market in the near term [14][15].

Core Viewpoint - Selective Insurance reported mixed results for Q3 2025, missing earnings estimates but showing strong year-over-year growth in operating income and total revenues [2][3]. Financial Performance - Operating income for Q3 2025 was $1.75 per share, missing the Zacks Consensus Estimate by 4.9%, but increased by 25% year over year [2]. - Total revenues reached $1.4 billion, an 8.9% increase from the previous year, driven by higher net premiums written and net investment income [3]. - Net premiums written increased by 4% year over year to $1.2 billion, with average renewal pure price decreasing by 90 basis points to 9.6% [3]. - Net investment income rose by 18% year over year to $110 million [4]. - Net catastrophe losses were $24.9 million, significantly lower than the previous year's loss of $148.8 million [4]. - Total expenses increased by 7.7% year over year to $1.2 billion, primarily due to higher loss and loss expenses [5]. Segmental Results - Standard Commercial Lines' net premiums written increased by 4% year over year to $940.8 million, with a combined ratio of 101.1 [6]. - Standard Personal Lines' net premiums written decreased by 6% year over year to $104.2 million, with a combined ratio improving to 110.1 [7]. - Excess & Surplus Lines' net premiums written increased by 14% year over year to $162.9 million, with a combined ratio improving to 76.2 [8]. Financial Update - Total assets at the end of Q3 2025 were $15 billion, an 11% increase from December 2024 [10]. - Long-term debt surged by 78% to $902.3 million, with a debt-to-total capitalization ratio of 20.5% [10]. - Adjusted book value per share increased by 12% year over year to $54.46 [10]. - Operating return on common equity was 13.2%, up 110 basis points year over year [10]. Shareholder Returns - The company repurchased $36 million worth of shares in Q3 2025 [11]. - A quarterly cash dividend of 43 cents per share was authorized, marking a 13% increase and the 12th consecutive annual increase [11]. - A new share repurchase program was authorized for up to $200 million, effective from October 27, 2025 [12]. Guidance - The company estimates a GAAP combined ratio of 97% to 98% for 2025 [13]. - After-tax net investment income is estimated at $420 million, up from previous guidance of $415 million [13]. Market Position - Selective Insurance has a Zacks Rank 3 (Hold), indicating an expectation of an in-line return in the coming months [16]. - The stock has a Growth Score of B, a Momentum Score of F, and a Value Score of A, placing it in the top 20% for value investors [15].

Core Viewpoint - T-Mobile US Inc (NASDAQ:TMUS) is experiencing a decline in stock price following a downgrade by Oppenheimer, which cited slowing industry subscriber growth as a concern for the company's ability to meet subscriber and free cash flow estimates [1]. Stock Performance - T-Mobile's stock has been volatile, reaching a one-year low of $199.41 on November 6 after peaking at $276.49 in March. The stock is down approximately 5% year-to-date [2]. Options Trading Activity - Options traders are showing bullish sentiment, with a 10-day call/put volume ratio of 3.94, indicating significant buying activity. This ratio is the highest compared to all readings from the past year. Additionally, T-Mobile's put/call open interest ratio of 0.45 is in the lowest percentile of its annual range, further reflecting a positive outlook [3]. Volatility Expectations - T-Mobile's stock has historically exceeded options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) rating of 91 out of 100 [4].

Core Viewpoint - GE Aerospace has shown strong performance in its recent earnings report, with both revenues and earnings surpassing estimates, indicating positive growth trends in the aerospace sector [3][4]. Financial Performance - In Q3 2025, GE Aerospace reported adjusted earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.46, representing a 44% year-over-year increase [4]. - Total revenues reached $12.2 billion, a 24% increase year-over-year, with adjusted revenues at $11.3 billion, surpassing the consensus estimate of $10.3 billion by 9.7% [4]. - Total orders grew 2% year-over-year to $12.8 billion [4]. Segment Analysis - The Commercial Engines & Services segment saw revenues increase by 27% year-over-year to $8.88 billion, outperforming the Zacks Consensus Estimate of $8.25 billion [5]. - The Defense & Propulsion Technologies segment reported revenues of $2.83 billion, up 26% year-over-year, exceeding the consensus estimate of $2.52 billion [6]. Cost and Profitability - Cost of sales increased by 24.7% year-over-year to $7.76 billion, while selling, general, and administrative expenses decreased by 10.2% to $1.2 billion [7]. - Operating profit (non-GAAP) was $2.3 billion, reflecting a 26.5% year-over-year increase, with a stable margin of 20.3% [7]. Balance Sheet and Cash Flow - As of the end of Q3 2025, GE Aerospace had cash and cash equivalents of $12.5 billion, down from $13.6 billion at the end of December 2024 [8]. - Adjusted free cash flow for the quarter was $2.36 billion, compared to $1.82 billion in the same quarter last year [8]. Shareholder Returns - The company paid dividends amounting to $0.4 billion and repurchased shares worth approximately $1.8 billion during the quarter [9]. Future Outlook - For 2025, GE Aerospace expects adjusted revenues to grow in the high-teens range, with operating profit projected between $8.65 billion and $8.85 billion [10]. - The Commercial Engines & Services segment is anticipated to see revenue growth in the low twenties range, while the Defense & Propulsion Technologies segment is expected to grow in the high-single-digit range [11]. Estimate Revisions - Estimates for GE Aerospace have remained stable over the past month, with a consensus estimate shift of 6.14% [12]. VGM Scores - GE Aerospace currently holds a Growth Score of B and a Momentum Score of B, but a Value Score of D, placing it in the bottom 40% for value investors [13].

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable, particularly for Oneok Inc. (OKE) [1][5][10] Group 1: Analyst Recommendations - Oneok has an average brokerage recommendation (ABR) of 1.85, indicating a consensus between Strong Buy and Buy, based on 20 brokerage firms [2][4] - Out of the 20 recommendations, 11 are Strong Buy and one is Buy, accounting for 55% and 5% of all recommendations respectively [2] Group 2: Limitations of Brokerage Recommendations - Studies indicate limited success of brokerage recommendations in guiding investors towards stocks with the best price increase potential [5] - Analysts from brokerage firms tend to exhibit a strong positive bias due to vested interests, issuing five "Strong Buy" recommendations for every "Strong Sell" [6][10] - This misalignment of interests can lead to misleading insights regarding a stock's future price movement [7][10] Group 3: Zacks Rank vs. ABR - The Zacks Rank, a proprietary stock rating tool, is a more reliable indicator of near-term price performance, driven by earnings estimate revisions [8][11] - Unlike ABR, which is based solely on brokerage recommendations, Zacks Rank is a quantitative model that reflects timely changes in earnings estimates [9][12] - The Zacks Consensus Estimate for Oneok has declined by 1.7% over the past month, indicating growing pessimism among analysts regarding the company's earnings prospects [13] Group 4: Current Investment Outlook for Oneok - The recent decline in the consensus estimate has resulted in a Zacks Rank 4 (Sell) for Oneok, suggesting caution despite the Buy-equivalent ABR [14]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Toll Brothers (TOL), and emphasizes the importance of using these recommendations in conjunction with other analytical tools for making investment decisions [1][5]. Brokerage Recommendations - Toll Brothers has an average brokerage recommendation (ABR) of 1.94, indicating a consensus between Strong Buy and Buy, based on recommendations from 18 brokerage firms [2]. - Out of the 18 recommendations, 10 are Strong Buy and 1 is Buy, which account for 55.6% and 5.6% of all recommendations respectively [2]. Limitations of Brokerage Recommendations - Solely relying on brokerage recommendations may not be advisable, as studies indicate they often fail to guide investors effectively towards stocks with high price appreciation potential [5]. - Brokerage firms tend to exhibit a positive bias in their ratings due to vested interests, leading to a disproportionate number of Strong Buy recommendations compared to Strong Sell [6][10]. Zacks Rank vs. ABR - The Zacks Rank is presented as a more reliable indicator of near-term stock performance, based on earnings estimate revisions, while the ABR is based solely on brokerage recommendations [8][9]. - The Zacks Rank is updated more frequently and reflects changes in earnings estimates, making it a timely tool for predicting future price movements [12]. Current Earnings Estimates for Toll Brothers - The Zacks Consensus Estimate for Toll Brothers remains unchanged at $13.82 for the current year, suggesting stable analyst views on the company's earnings prospects [13]. - The Zacks Rank for Toll Brothers is currently 3 (Hold), indicating a cautious approach despite the Buy-equivalent ABR [14].

Core Insights - STERIS plc is a global provider of infection prevention products and services with a market cap of approximately $25 billion, serving hospitals, healthcare providers, and pharmaceutical manufacturers [1] - The company has shown strong stock performance, with a 20.2% return over the past 52 weeks, outperforming the S&P 500 Index's 12.3% gain [2] - STERIS reported a 10% revenue increase to $1.46 billion in Q2 2026, with adjusted EPS of $2.47, leading to a 6.9% stock price increase following the results [4] Financial Performance - For the fiscal year ending in March 2026, analysts project STERIS' adjusted EPS to grow nearly 11% year-over-year to $10.23, with a history of meeting or exceeding consensus estimates [5] - The company raised its fiscal 2026 outlook, increasing adjusted EPS guidance to $10.15 - $10.30 and expected free cash flow to $850 million [4] Analyst Ratings - The consensus rating among nine analysts covering STERIS is a "Moderate Buy," consisting of six "Strong Buy" ratings and three "Holds" [5] - Morgan Stanley raised its price target on STERIS to $295, indicating a potential upside of 12.3% from the current price, with a Street-high target of $300 suggesting a 17.8% upside [6]

Core Insights - Analysts project Agilent Technologies will report quarterly earnings of $1.59 per share, an increase of 8.9% year over year, with revenues expected to reach $1.83 billion, up 7.8% from the same quarter last year [1] Revenue Estimates - Net Revenue from the Life Sciences and Diagnostics Markets Segment is estimated at $728.07 million, reflecting a year-over-year decline of 12.6% [4] - Net Revenue from the Agilent Crosslab Group is projected to be $750.83 million, indicating a significant increase of 76.3% year over year [4] - Revenue from the Chemical and Advanced Materials end market is expected to reach $410.16 million, showing a growth of 6.5% from the prior-year quarter [5] - Revenue from the Environmental and Forensics end market is forecasted at $180.82 million, representing a 10.3% increase from the prior-year quarter [5] - Revenue from the Diagnostics and Clinical end market is estimated at $266.56 million, indicating a year-over-year growth of 4.5% [6] - Revenue from the Academia and Government end market is projected to be $158.45 million, reflecting a change of 5.6% from the prior-year quarter [6] - Revenue from the Pharmaceutical end market is expected to reach $645.74 million, indicating an increase of 8.5% from the prior-year quarter [7] - Revenue from the Food end market is projected at $164.74 million, reflecting an increase of 8.4% from the prior-year quarter [7] Market Performance - Agilent shares have shown a return of -1.3% over the past month, compared to a -0.6% change in the Zacks S&P 500 composite [7] - Agilent holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]