Core Viewpoint - The article compares Host Hotels (HST) and Extra Space Storage (EXR) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Estimates - Host Hotels has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Extra Space Storage has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes companies with positive earnings estimate revisions, suggesting HST is likely experiencing a more favorable earnings outlook [3] Group 2: Valuation Metrics - HST has a forward P/E ratio of 8.92, significantly lower than EXR's forward P/E of 17.27, indicating HST may be undervalued [5] - HST's PEG ratio is 2.15, while EXR's PEG ratio is 2.68, suggesting HST has a better growth-to-price ratio [5] - HST's P/B ratio is 1.88 compared to EXR's P/B of 2.12, further supporting HST's valuation attractiveness [6] - HST's overall Value grade is A, while EXR's Value grade is D, indicating a stronger value proposition for HST [6]

Core Viewpoint - DiamondRock Hospitality (DRH) has shown strong performance with a recent 52-week high of $9.44 and a year-to-date gain of 3.2%, although this is below the Zacks Finance sector's 19.1% and the REIT and Equity Trust - Other industry's 4.5% [1] Financial Performance - DRH has consistently beaten earnings estimates, reporting EPS of $0.1 against a consensus estimate of $0.25 in its last earnings report [2] - For the current fiscal year, DRH is projected to earn $1.08 per share on revenues of $1.12 billion, with a year-over-year earnings growth of 3.43% [3] Valuation Metrics - DRH trades at 8.6X current fiscal year EPS estimates, below the peer industry average of 11.3X, and has a trailing cash flow multiple of 11.8X compared to the peer average of 11.2X [7] - The stock has a PEG ratio of 4.45, indicating strong value potential for investors [7] Zacks Rank and Style Scores - DRH holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, which is favorable for investors [8] - The stock has a Value Score of A, a Growth Score of D, and a Momentum Score of B, resulting in a combined VGM Score of B [6] Industry Comparison - The REIT and Equity Trust - Other industry is performing well, ranking in the top 42% of all industries, suggesting positive market conditions for DRH and its peers [12] - CTO Realty Growth, a peer, also shows strong performance with a Zacks Rank of 2 (Buy) and has reported earnings that exceeded estimates [10][11]

Core Viewpoint - The PNC Financial Services Group, Inc has shown strong stock performance, reaching a new 52-week high and outperforming both the finance sector and investment banking industry year-to-date [1][2]. Performance Summary - The stock has increased by 3.4% over the past month and 4.8% since the beginning of the year, while the Zacks Finance sector and Zacks Financial - Investment Bank industry have seen returns of 19% and 41.4%, respectively [1]. - The company reported an EPS of $4.35 in its last earnings report, exceeding the consensus estimate of $4.05, and beat revenue estimates by 1.92% [2]. Earnings Projections - For the current fiscal year, earnings are expected to be $17.94 per share on revenues of $23.07 billion, with a year-over-year change of 12.24% [3]. - For the next fiscal year, projected earnings are $19.48 per share on revenues of $24.94 billion, reflecting an 8.13% year-over-year change [3]. Valuation Metrics - The stock trades at 12.2 times current fiscal year EPS estimates, below the peer industry average of 16.3 times [7]. - On a trailing cash flow basis, it trades at 14 times compared to the peer group's average of 15 times, with a PEG ratio of 0.93 [7]. Zacks Rank and Style Scores - The PNC Financial Services Group holds a Zacks Rank of 2 (Buy) due to rising earnings estimates [8]. - The stock has a Value Score of B, a Growth Score of D, and a Momentum Score of A, resulting in a combined VGM Score of B [6][8]. Investment Outlook - Given the Zacks Rank and Style Scores, the company appears to have potential for further stock price appreciation in the near term [9].

Core Viewpoint - Investors are evaluating Jamf Holding (JAMF) and Amplitude, Inc. (AMPL) to determine which stock offers better value for investment at the current time [1] Group 1: Zacks Rank and Earnings Outlook - JAMF has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while AMPL has a Zacks Rank of 4 (Sell) [3] - The Zacks Rank emphasizes stocks with recent positive revisions to earnings estimates, suggesting that JAMF has an improving earnings outlook [3] Group 2: Valuation Metrics - JAMF has a forward P/E ratio of 13.14, significantly lower than AMPL's forward P/E of 103.93 [5] - JAMF's PEG ratio is 0.76, indicating it is undervalued relative to its expected earnings growth, while AMPL's PEG ratio is 2.50 [5] - JAMF's P/B ratio is 2.21, compared to AMPL's P/B of 5.93, further highlighting JAMF's relative undervaluation [6] Group 3: Value Grades - Based on valuation metrics, JAMF has earned a Value grade of B, while AMPL has received a Value grade of F [6] - The combination of Zacks Rank and Style Scores indicates that JAMF is a more attractive option for value investors compared to AMPL [6]

Core Viewpoint - O-I Glass has shown strong stock performance, reaching a 52-week high, with a year-to-date gain of 2.8% compared to the broader industrial sector's 8.2% and the glass products industry's decline of 6.1% [1] Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.48 against a consensus estimate of $0.44 in its latest earnings report [2] - For the current fiscal year, O-I Glass is projected to earn $1.92 per share on revenues of $6.41 billion, with a year-over-year earnings growth of 20.16%. For the next fiscal year, earnings are expected to rise to $2.35 per share on revenues of $6.53 billion, reflecting a growth of 1.89% [3] Valuation Metrics - O-I Glass trades at a valuation of 7.9 times the current fiscal year EPS estimates, below the peer industry average of 8.4 times. On a trailing cash flow basis, it trades at 3.8 times compared to the peer group's average of 5.6 times. The stock has a PEG ratio of 0.18, indicating strong value potential [7] - The company holds a Value Score of A, with Growth and Momentum Scores of B, resulting in a combined VGM Score of A, making it appealing for value investors [6] Zacks Rank - O-I Glass has a Zacks Rank of 1 (Strong Buy), driven by rising earnings estimates. This rank, combined with its favorable Style Scores, suggests that the stock may have further upside potential in the near term [8]

Core Viewpoint - New York Times Co. (NYT) has shown strong stock performance, with a 5.2% increase over the past month and reaching a 52-week high of $71.29, outperforming the Consumer Staples sector and the Publishing - Newspapers industry [1]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.59 against a consensus estimate of $0.54 in its last earnings report [2]. - For the current fiscal year, New York Times is projected to earn $2.69 per share on revenues of $2.81 billion, with a year-over-year earnings growth of 14.32%. For the next fiscal year, earnings are expected to rise to $3.03 per share on revenues of $3.01 billion, reflecting a growth of 6.95% [3]. Valuation Metrics - The stock trades at a valuation of 26.5 times the current fiscal year EPS estimates, aligning with the peer industry average. However, on a trailing cash flow basis, it trades at 27.4 times, compared to the peer group's average of 17.2 times. The PEG ratio stands at 1.55, indicating it is not among the top value stocks [7]. Style Scores and Zacks Rank - New York Times has a Value Score of D, while its Growth and Momentum Scores are A and B, respectively, resulting in a VGM Score of B [6]. - The stock holds a Zacks Rank of 2 (Buy), supported by a positive earnings estimate revision trend, suggesting potential for further growth in the near future [8].

Core Viewpoint - Cummins has shown strong stock performance, with a 9.3% increase over the past month and a new 52-week high of $547.43, outperforming the broader auto sector and the internal combustion engines industry [1][2]. Financial Performance - Cummins has a solid track record of positive earnings surprises, having beaten earnings consensus estimates in the last four quarters. In the latest earnings report, EPS was $5.59 compared to a consensus estimate of $4.73, with revenue exceeding estimates by 3.24% [2]. - For the current fiscal year, earnings are projected at $26.04 per share on revenues of $33.3 billion, with a year-over-year earnings growth of 12.64%. For the next fiscal year, earnings are expected to rise to $29.86 per share on revenues of $35.21 billion, reflecting a growth of 5.74% [3]. Valuation Metrics - Cummins currently trades at 21 times the current fiscal year EPS estimates, aligning with the peer industry average. On a trailing cash flow basis, it trades at 18.6 times, compared to the peer group's average of 20.4 times. The stock has a PEG ratio of 1.91, indicating it is not among the top value stocks [7]. Zacks Rank and Style Scores - Cummins holds a Zacks Rank of 2 (Buy), supported by a positive earnings estimate revision trend. The company has a Value Score of B, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B. This suggests that Cummins shares may have further upside potential in the near term [6][8].

Core Insights - Lam Research (LRCX) has shown a strong performance in the latest trading session, closing at $175.27 with a +1.74% increase, outperforming the S&P 500's gain of 0.64% [1] - Over the past month, LRCX shares have appreciated by 20.76%, significantly exceeding the Computer and Technology sector's gain of 1.98% and the S&P 500's gain of 3% [1] Earnings Expectations - Analysts expect Lam Research to report earnings of $1.15 per share, reflecting a year-over-year growth of 26.37% [2] - The consensus estimate for revenue is projected at $5.22 billion, indicating a 19.23% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $4.79 per share and revenue at $21.04 billion, representing increases of +15.7% and +14.11% respectively from the previous year [3] - Recent changes in analyst estimates suggest a positive outlook for Lam Research's business performance and profit potential [3] Analyst Ratings and Performance - The Zacks Rank system currently rates Lam Research as 2 (Buy), with a historical average annual return of +25% for stocks rated 1 since 1988 [5] - Over the last 30 days, the Zacks Consensus EPS estimate has increased by 0.05% [5] Valuation Metrics - Lam Research is trading at a Forward P/E ratio of 35.97, which is above the industry average of 34.78, indicating a premium valuation [6] - The company has a PEG ratio of 1.77, compared to the industry average PEG ratio of 1.94 [6] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, ranks in the top 37% of all industries according to the Zacks Industry Rank [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," rather than traditional strategies of buying low and waiting for recovery [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Kion Group (KIGRY) Analysis - Kion Group (KIGRY) has shown a four-week price change of 7.3%, indicating growing investor interest [4] - The stock gained 7.4% over the past 12 weeks and has a beta of 2.19, suggesting it moves 119% higher than the market [5] - KIGRY has a Momentum Score of B, indicating a favorable time to invest [6] - The stock has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investors [7] - KIGRY is trading at a Price-to-Sales ratio of 0.79, suggesting it is undervalued at 79 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides KIGRY, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, which may also present investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks [9]

Company Performance - Zoom Communications (ZM) has seen a stock increase of 6.3% over the past month, reaching a new 52-week high of $91.43 [1] - Year-to-date, Zoom's stock has gained 9.7%, compared to a 25.5% gain for the Zacks Computer and Technology sector and a 7.5% return for the Zacks Internet - Software industry [1] Earnings and Revenue - Zoom has a strong record of positive earnings surprises, not missing earnings consensus estimates in the last four quarters. In the latest earnings report on November 24, 2025, Zoom reported EPS of $1.52 against a consensus estimate of $1.43 [2] - For the current fiscal year, Zoom is expected to post earnings of $5.94 per share on revenues of $4.85 billion, reflecting a 7.22% change in EPS and a 3.92% change in revenues. For the next fiscal year, earnings are projected at $5.93 per share on revenues of $5 billion, indicating a year-over-year change of -0.2% in EPS and 3.21% in revenues [3] Valuation Metrics - Zoom's current valuation metrics show a trading multiple of 15.1X current fiscal year EPS estimates, below the peer industry average of 29.2X. On a trailing cash flow basis, it trades at 20.8X compared to the peer group's average of 23.9X. The stock has a PEG ratio of 5.25, which does not place it among the top echelon of stocks from a value perspective [7] Zacks Rank and Style Scores - Zoom holds a Zacks Rank of 2 (Buy) due to a solid earnings estimate revision trend, meeting the criteria for investors looking for stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B [8] - The company has a Value Score of C, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of B [6] Industry Comparison - The Internet - Software industry is positioned in the top 23% of all industries, indicating favorable conditions for both Zoom and its peer, 8x8 Inc (EGHT), which also has a Zacks Rank of 2 (Buy) [11]