Core Viewpoint - MGIC Investment reported a slight decline in revenue for the quarter ended December 2025, with a year-over-year decrease of 1.8% despite a positive EPS surprise [1] Financial Performance - Revenue for the quarter was $297.8 million, which was below the Zacks Consensus Estimate of $306.65 million, resulting in a surprise of -2.89% [1] - The EPS for the quarter was $0.75, compared to $0.72 a year ago, indicating a year-over-year increase [1] - The company delivered an EPS surprise of +3.21%, with the consensus EPS estimate being $0.73 [1] Key Metrics - Net investment income was reported at $61.61 million, slightly below the average estimate of $62.37 million, reflecting a year-over-year change of +0.5% [4] - Net premiums earned were $236.02 million, which was lower than the estimated $243.82 million, showing a year-over-year decline of -2.2% [4] - Other revenue was reported at $0.16 million, significantly below the estimated $0.46 million, representing a year-over-year decrease of -65% [4] Stock Performance - MGIC shares have returned -7.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of +0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Tyson Foods reported revenue of $14.31 billion for the quarter ended December 2025, marking a year-over-year increase of 5.1% and exceeding the Zacks Consensus Estimate of $14.12 billion by 1.36% [1] - The company's EPS for the same period was $0.97, down from $1.14 a year ago, resulting in an EPS surprise of -3.96% compared to the consensus estimate of $1.01 [1] Financial Performance Metrics - Tyson's stock has returned +12.6% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change, and currently holds a Zacks Rank 3 (Hold) [3] - Year-over-year volume changes showed a decline of 0.3% overall, with specific categories such as Chicken increasing by 3.7% and Beef decreasing by 7.3% [4] - Sales figures for Chicken reached $4.21 billion, surpassing the $4.11 billion estimate, while Beef sales were $5.77 billion, exceeding the $5.64 billion estimate, reflecting increases of +3.6% and +8.2% year-over-year respectively [4] - Prepared Foods sales were reported at $2.67 billion, above the $2.59 billion estimate, indicating an +8.1% year-over-year change [4] - Pork sales were $1.61 billion, slightly below the $1.65 billion estimate, showing a -0.5% year-over-year change [4] - Adjusted Operating Income for Beef was reported at -$143 million, worse than the average estimate of -$94.14 million [4]

Core Viewpoint - Yum Brands (YUM) is expected to report quarterly earnings of $1.78 per share, reflecting a year-over-year increase of 10.6%, with revenues projected at $2.47 billion, up 4.4% from the previous year [1]. Earnings Projections - Analysts have adjusted the consensus EPS estimate upward by 0.2% over the past 30 days, indicating a reassessment of initial projections [1][2]. Revenue Estimates - Total revenues from company sales are estimated to be $948.02 million, representing a year-over-year increase of 7.1% [4]. - Franchise and property revenues are projected to reach $987.03 million, indicating a 4.5% increase year-over-year [4]. - Franchise contributions for advertising and other services are expected to be $536.69 million, showing a 0.9% increase from the prior year [5]. - KFC Division's franchise contributions for advertising and other services are forecasted at $200.77 million, reflecting a 7.9% increase year-over-year [5]. Restaurant Metrics - The number of franchise and license restaurants in the KFC Division is expected to reach 33,411, up from 31,513 in the same quarter last year [6]. - Total restaurants in the Taco Bell Division are projected at 8,984, compared to 8,757 in the previous year [6]. - Company-owned Taco Bell restaurants are expected to total 642, up from 504 year-over-year [7]. - Franchise and license Taco Bell restaurants are estimated at 8,342, compared to 8,253 last year [7]. - Total restaurants in the Pizza Hut Division are expected to be 20,190, slightly down from 20,225 year-over-year [7]. - The total number of restaurants across all divisions is projected to reach 63,461, up from 61,346 in the previous year [8]. - Company-owned KFC restaurants are estimated at 488, compared to 468 last year [8]. Same-Store Sales - The consensus estimate for same-store sales growth in the Taco Bell Division is 5.8%, up from 5.0% year-over-year [8]. Stock Performance - Over the past month, Yum shares have returned +2.8%, outperforming the Zacks S&P 500 composite's +0.9% change [10].

Core Viewpoint - Amgen (AMGN) is expected to report quarterly earnings of $4.74 per share, a decline of 10.7% year-over-year, with revenues projected at $9.46 billion, reflecting a 4.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.1% over the past 30 days, indicating analysts have adjusted their projections positively [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between these revisions and short-term stock price performance [3]. Revenue and Product Sales Projections - Analysts predict 'Revenue- Other revenues' will reach $402.12 million, an increase of 8.7% from the prior-year quarter [5]. - 'Revenue- Product sales' is expected to be $9.04 billion, reflecting a 3.7% increase year-over-year [5]. - 'Product Sales- Vectibix- Total' is projected at $279.69 million, indicating a 13.7% increase from the previous year [5]. Specific Product Sales Estimates - 'Product Sales- Enbrel- Total' is estimated at $649.46 million, showing a significant decline of 36% year-over-year [6]. - 'Product Sales- Neulasta- U.S.' is projected at $56.02 million, down 22.2% from the year-ago quarter [6]. - 'Product Sales- Neulasta- ROW' is expected to reach $19.40 million, reflecting a 25.4% decline [6]. - 'Product Sales- BLINCYTO- ROW' is estimated at $152.62 million, an increase of 12.2% year-over-year [7]. - 'Product Sales- Repatha- U.S.' is projected at $442.32 million, indicating a substantial increase of 40.4% from the previous year [7]. - 'Product Sales- Repatha- ROW' is expected to be $360.19 million, reflecting a 23.8% increase [8]. - 'Product Sales- BLINCYTO- U.S.' is projected at $287.58 million, indicating a 17.4% increase [8]. - 'Product Sales- KYPROLIS- U.S.' is expected to reach $228.82 million, showing a slight decline of 3% year-over-year [8]. - 'Product Sales- KYPROLIS- ROW' is projected at $130.37 million, reflecting a 4.1% decline [9]. Stock Performance - Amgen shares have increased by 4.6% over the past month, outperforming the Zacks S&P 500 composite, which has risen by 0.8% [9].

Wall Street analysts forecast that Take-Two Interactive (TTWO) will report quarterly earnings of $0.83 per share in its upcoming release, pointing to a year-over-year increase of 15.3%. It is anticipated that revenues will amount to $1.59 billion, exhibiting an increase of 15.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this tim ...

Core Insights - Renasant reported a revenue of $278.52 million for the quarter ended December 2025, marking a 66.7% increase year-over-year, with an EPS of $0.91 compared to $0.73 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $269 million by 3.54%, and the EPS surpassed the consensus estimate of $0.80 by 13.75% [1] Financial Performance Metrics - Net Interest Margin was reported at 3.9%, slightly above the average estimate of 3.8% from three analysts [4] - The Efficiency Ratio (GAAP) was 60.2%, compared to the estimated 59.7% by three analysts [4] - Total Nonperforming Loans amounted to $176.02 million, exceeding the average estimate of $170.5 million from two analysts [4] - Annualized Net Loan Charge-offs as a percentage of average loans stood at 0.2%, matching the estimate from two analysts [4] - Total Nonperforming Assets were reported at $191.21 million, higher than the average estimate of $180.98 million from two analysts [4] - Average Balance of Total Interest-Earning Assets was $23.75 billion, slightly above the average estimate of $23.74 billion from two analysts [4] - Net Interest Income reached $227.39 million, surpassing the average estimate of $223.56 million from three analysts [4] - Net Interest Income (FTE) was reported at $232.36 million, exceeding the average estimate of $228.17 million from three analysts [4] - Total Noninterest Income was $51.13 million, higher than the average estimate of $45.43 million from three analysts [4] Stock Performance - Renasant shares returned +3.9% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

The upcoming report from Norfolk Southern (NSC) is expected to reveal quarterly earnings of $2.78 per share, indicating a decline of 8.6% compared to the year-ago period. Analysts forecast revenues of $3 billion, representing a decline of 0.8% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 3.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timefr ...

Core Viewpoint - KLA (KLAC) is expected to report quarterly earnings of $8.82 per share, reflecting a 7.6% increase year-over-year, with revenues projected at $3.26 billion, a 6.1% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.3%, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings estimates are crucial 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 Projections - Analysts estimate 'Revenues- Specialty Semiconductor Process' will reach $144.58 million, a decrease of 9.9% from the prior-year quarter [5]. - 'Revenues- Service' is projected at $751.55 million, indicating a year-over-year increase of 12.6% [5]. - 'Revenues- Product' is expected to be $2.49 billion, reflecting a 3.5% increase from the previous year [5]. - 'Revenues- Semiconductor Process Control' is estimated at $2.94 billion, showing a year-over-year increase of 6.7% [6]. - 'Revenues- PCB and Component Inspection' is forecasted at $159.69 million, a slight decrease of 0.9% year-over-year [6]. Geographic Revenue Insights - 'Geographic Revenues- China' is expected to reach $921.82 million, a decrease of 15.6% from the prior-year quarter [6]. - 'Geographic Revenues- Rest of Asia' is projected at $113.21 million, indicating a year-over-year increase of 17.2% [7]. - 'Geographic Revenues- North America' is forecasted to be $291.08 million, reflecting a 1.7% increase from the previous year [7]. - 'Geographic Revenues- Europe & Israel' is expected to be $145.56 million, a year-over-year increase of 8.4% [8]. - 'Geographic Revenues- Taiwan' is projected at $808.53 million, indicating a decrease of 8.3% year-over-year [8]. - 'Geographic Revenues- Korea' is expected to reach $630.80 million, reflecting a significant increase of 76.5% from the prior-year quarter [8]. - 'Geographic Revenues- Japan' is projected at $323.43 million, indicating a year-over-year increase of 41.5% [9]. Stock Performance - KLA shares have returned +18.2% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.2% [9]. - KLA holds a Zacks Rank 1 (Strong Buy), indicating expectations to outperform the overall market in the near future [10].

Core Viewpoint - Analysts forecast that Visa will report quarterly earnings of $3.14 per share, reflecting a year-over-year increase of 14.2%, with revenues expected to reach $10.69 billion, an increase of 12.4% compared to the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [2] Key Metrics Projections - Analysts estimate 'Revenues- Service revenue' at $4.68 billion, indicating a year-over-year change of +11.2% [4] - The average prediction for 'Revenues- Data processing revenue' is $5.44 billion, reflecting a year-over-year change of +14.6% [4] - 'Revenues- Other revenue' is projected to be $1.09 billion, showing a change of +19.4% from the previous year [4] International and Total Payments Volume - 'Revenues- International transaction revenue' is expected to reach $3.85 billion, suggesting a year-over-year increase of +11.8% [5] - 'End of Period Connections - Total transactions' is projected to be 69.85 billion, up from 63.80 billion year-over-year [5] - 'Payments volume - Total' is forecasted to reach $3828.52 billion, compared to $3522.00 billion in the previous year [5] Regional Payments Volume - 'Payments volume - Canada' is estimated at $117.01 billion, up from $111.00 billion in the same quarter last year [6] - 'Payments volume - CEMEA' is projected at $244.88 billion, compared to $211.00 billion in the same quarter of the previous year [6] - 'Payments volume - LAC' is expected to reach $277.20 billion, compared to $242.00 billion year-over-year [7] - 'Payments volume - U.S.A' is estimated at $1834.14 billion, up from $1720.00 billion in the same quarter last year [8] - 'Payments volume - Europe' is projected to be $798.70 billion, compared to $714.00 billion in the previous year [8] Stock Performance - Visa shares have shown a return of -8.1% over the past month, while the Zacks S&P 500 composite has increased by +0.2%, with Visa expected to mirror the overall market performance in the near future [8]

Core Viewpoint - Teva Pharmaceutical Industries Ltd. (TEVA) is expected to report a quarterly earnings per share (EPS) of $0.64, reflecting a year-over-year decline of 9.9%, while revenues are anticipated to reach $4.34 billion, showing a 2.6% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 2.2% lower over the last 30 days, indicating a 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 Projections - Analysts forecast 'Revenue- API sales to third parties' to reach $154.37 million, indicating a 6.5% increase year-over-year [5]. - 'Revenue- COPAXONE- Total' is expected to be $63.50 million, reflecting a substantial decline of 48% year-over-year [5]. - 'Geographic Revenue- United States' is projected at $2.15 billion, suggesting an 8.6% increase year-over-year [5]. - 'Geographic Revenue- Europe' is estimated to be $1.32 billion, indicating a decrease of 2.7% from the prior year [6]. - 'Geographic Revenue- International Markets' is expected to be $625.03 million, reflecting a decline of 5.4% year-over-year [6]. Specific Revenue Metrics - 'Geographic Revenue- Europe- Respiratory products' is estimated at $57.29 million, down 6.1% from the previous year [7]. - 'Geographic Revenue- International Markets- Generic products' is projected at $446.04 million, indicating a decline of 10.3% year-over-year [7]. - 'Geographic Revenue- International Markets- COPAXONE' is expected to reach $5.14 million, reflecting a significant drop of 42.9% from the prior year [8]. - 'Geographic Revenue- United States- AJOVY' is projected at $70.98 million, indicating a year-over-year increase of 12.7% [8]. - 'Geographic Revenue- Europe- Generic products' is expected to be $1.01 billion, reflecting a 2.9% increase year-over-year [9]. - 'Geographic Revenue- Europe- AJOVY' is projected at $74.75 million, indicating a substantial increase of 28.9% from the prior year [9]. - 'Geographic Revenue- Europe- Other' is estimated at $168.65 million, reflecting a decline of 17.7% from the previous year [9]. Stock Performance - Teva's shares have shown a return of -0.3% over the past month, compared to a +0.6% change in the Zacks S&P 500 composite [10].