Overview - Investopedia 分析了过去五任总统（乔·拜登、唐纳德·特朗普、巴拉克·奥巴马、乔治·W·布什和比尔·克林顿）任期内表现最佳的股票 [1] Resource - 完整的文章链接为：https://t.co/yci8MECLco https://t.co/OuI1xKalBi [1]

Core Insights - FB Financial (FBK) reported a revenue of $137.41 million for the quarter ended June 2025, marking a year-over-year increase of 7.2% and exceeding the Zacks Consensus Estimate of $135.28 million by 1.58% [1] - The company's EPS for the same period was $0.88, slightly below the consensus estimate of $0.89, reflecting an EPS surprise of -1.12% compared to $0.84 a year ago [1] Financial Performance Metrics - Efficiency Ratio stood at 56.9%, better than the three-analyst average estimate of 57.3% [4] - Net Interest Margin was reported at 3.7%, surpassing the average estimate of 3.6% based on three analysts [4] - Average Earning Assets totaled $12.24 billion, below the two-analyst average estimate of $12.57 billion [4] - Net Charge-offs during the period to Average Loans outstanding were 0%, compared to the average estimate of 0.1% [4] - Mortgage banking income reached $13.03 million, exceeding the three-analyst average estimate of $12.8 million [4] - Total Noninterest income was $26 million, higher than the average estimate of $24.69 million [4] - Net interest income (tax-equivalent basis) was $112.24 million, slightly above the average estimate of $111.95 million [4] - Other Income amounted to $2.54 million, compared to the average estimate of $2.25 million [4] - Service charges on deposit accounts were $3.39 million, slightly below the average estimate of $3.46 million [4] - Net Interest Income was reported at $111.42 million, marginally below the two-analyst average estimate of $111.61 million [4] - ATM and interchange fees totaled $2.88 million, exceeding the two-analyst average estimate of $2.83 million [4] - Investment services and trust income reached $3.92 million, surpassing the two-analyst average estimate of $3.63 million [4] Stock Performance - FB Financial shares have returned +11.6% over the past month, outperforming the Zacks S&P 500 composite's +4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Nvidia shares have increased by approximately 11.4% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Fresh estimates for Nvidia have trended upward over the past month, indicating positive sentiment among analysts [2] - The most recent earnings report serves as a catalyst for understanding the stock's performance and future outlook [1] Group 2: VGM Scores - Nvidia has a strong Growth Score of A, but is lagging in Momentum Score with an F, and has a Value Score of D, placing it in the bottom 40% for that investment strategy [3] - The aggregate VGM Score for Nvidia is C, which is relevant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates suggests a promising outlook for Nvidia, with a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4]

Core Insights - McCormick reported revenue of $1.66 billion for the quarter ended May 2025, reflecting a 1% increase year-over-year, with EPS remaining stable at $0.69 compared to the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate by -0.22%, while the EPS exceeded the consensus estimate by +6.15% [1] Financial Performance - Net Sales in Flavor Solutions were reported at $729 million, which is -1.3% lower than the estimated $746.82 million [4] - Net Sales in the Consumer segment reached $931 million, surpassing the estimated $918.28 million, marking a year-over-year increase of +2.9% [4] - Operating income for Flavor Solutions, excluding special charges, was $95 million, exceeding the average estimate of $92.07 million [4] - Operating income for the Consumer segment was reported at $164 million, also above the average estimate of $152.43 million [4] Stock Performance - McCormick's shares have returned +3.2% over the past month, underperforming the Zacks S&P 500 composite's +5.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

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 - GMS is expected to report a significant decline in quarterly earnings and revenues, indicating potential challenges in its business performance [1]. Financial Performance - Analysts predict GMS will post quarterly earnings of $1.15 per share, a decline of 40.4% year-over-year [1]. - Revenues are forecasted to be $1.3 billion, reflecting a year-over-year decrease of 8.2% [1]. Earnings Estimate Revisions - There have been no revisions in the consensus EPS estimate for the quarter over the past 30 days, indicating stability in analysts' projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Key Metrics Analysis - Organic net sales for Wallboard are estimated to decline by 15.3%, contrasting with a 6% increase from the previous year [5]. - Organic net sales for Ceilings are expected to decrease by 0.9%, compared to an 11.4% increase last year [5]. - Organic net sales for Other products/Complementary products are projected to decline by 4.1%, down from a 3.5% increase in the same quarter last year [6]. Market Performance - GMS shares have changed by +2.7% in the past month, compared to a +3.6% move of the Zacks S&P 500 composite [7]. - GMS holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7].

Core Viewpoint - J.M. Smucker Company (NYSE:SJM) experienced a significant decline of 12.7% to $97.65 following a disappointing annual profit forecast, despite fiscal fourth-quarter earnings exceeding estimates, while revenue fell short of expectations [1] Group 1: Financial Performance - The company's stock is at its lowest level since March 2020, breaking past its February bottom, indicating a severe market reaction [1] - J.M. Smucker is on track for its worst trading day on record, with a year-over-year deficit of 12.1% [1] Group 2: Options Activity - In the options market, SJM has seen an unusually high volume of trades, with 6,298 calls and 5,517 puts, which is 42 times the typical volume for this time [2] - The most popular options are the June 95 call and the 100 call, with new positions being opened in both [2] Group 3: Analyst Sentiment - Analysts are generally bearish on SJM, with many maintaining neutral ratings following the company's guidance; out of 16 firms, 11 have a "hold" or worse rating [2]

Wall Street analysts expect Dave & Buster's (PLAY) to post quarterly earnings of $1.05 per share in its upcoming report, which indicates a year-over-year decline of 6.3%. Revenues are expected to be $569.26 million, down 3.2% from the year-ago quarter.The current level reflects an upward revision of 2.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a ...

Core Viewpoint - Interparfums (IPAR) shares have increased by approximately 14% over the past month, outperforming the S&P 500, but recent estimates have trended downward, raising questions about the sustainability of this positive trend leading up to the next earnings release [1][2]. Group 1: Earnings Report and Stock Performance - The last earnings report for Interparfums was about a month ago, during which the stock saw a notable increase in value [1]. - The stock's performance has been strong relative to the S&P 500, indicating positive market sentiment [1]. Group 2: Estimates and Scores - Fresh estimates for Interparfums have trended downward over the past month, suggesting a potential shift in market expectations [2][4]. - The company currently holds an average Growth Score of C, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3]. - The aggregate VGM Score for Interparfums is D, indicating overall underperformance across multiple investment strategies [3]. Group 3: Outlook - The downward trend in estimates indicates a broader negative sentiment regarding the stock's future performance [4]. - Interparfums has a Zacks Rank of 3 (Hold), suggesting that the stock is expected to deliver an in-line return in the coming months [4].

It has been about a month since the last earnings report for Mattel (MAT) . Shares have added about 12.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Mattel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, es ...