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Qiagen (QGEN) Meets Q4 Earnings Estimates
ZACKS· 2026-02-04 23:56
分组1 - Qiagen reported quarterly earnings of $0.62 per share, matching the Zacks Consensus Estimate, and showing a slight decrease from $0.64 per share a year ago, with an earnings surprise of +0.83% [1] - The company achieved revenues of $540.42 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.36%, and up from $521.2 million year-over-year [2] - Qiagen has surpassed consensus EPS estimates three times and revenue estimates four times over the last four quarters [2] 分组2 - The stock has increased approximately 9.6% since the beginning of the year, outperforming the S&P 500, which gained 1.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $512.6 million, and for the current fiscal year, it is $2.61 on revenues of $2.21 billion [7] - The Medical - Biomedical and Genetics industry, to which Qiagen belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8]
UGI (UGI) Misses Q1 Earnings and Revenue Estimates
ZACKS· 2026-02-04 23:56
Core Viewpoint - UGI reported quarterly earnings of $1.26 per share, missing the Zacks Consensus Estimate of $1.50 per share, representing a year-over-year decrease from $1.37 per share [1]. Financial Performance - The company posted revenues of $2.08 billion for the quarter ended December 2025, which was 2.08% below the Zacks Consensus Estimate and slightly above the year-ago revenues of $2.03 billion [2]. - Over the last four quarters, UGI has surpassed consensus EPS estimates three times but has not beaten consensus revenue estimates during the same period [2]. Stock Performance - UGI shares have increased approximately 6.9% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3]. - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.34 on revenues of $3.18 billion, while for the current fiscal year, the estimate is $3.10 on revenues of $8.32 billion [7]. - The trend of estimate revisions for UGI was unfavorable prior to the earnings release, which may impact future stock movements [6]. Industry Context - The Utility - Gas Distribution industry, to which UGI belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8]. - Sempra, another company in the same industry, is expected to report quarterly earnings of $1.13 per share, reflecting a year-over-year decline of 24.7% [9].
O'Reilly Automotive (ORLY) Q4 Earnings Lag Estimates
ZACKS· 2026-02-04 23:51
分组1 - O'Reilly Automotive reported quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.72 per share, but showing an increase from $0.66 per share a year ago, resulting in an earnings surprise of -1.28% [1] - The company posted revenues of $4.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.44%, and an increase from $4.1 billion year-over-year [2] - O'Reilly Automotive shares have increased approximately 6.5% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.72 on revenues of $4.44 billion, and for the current fiscal year, it is $3.30 on revenues of $18.98 billion [7] - The Zacks Industry Rank for Automotive - Retail and Wholesale - Parts is currently in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, Genuine Parts, is expected to report quarterly earnings of $1.79 per share, reflecting a year-over-year change of +11.2%, with revenues projected at $6.04 billion, up 4.6% from the previous year [9][10]
ASGN Inc (ASGN) Misses Q4 Earnings Estimates
ZACKS· 2026-02-04 23:35
分组1 - ASGN Inc reported quarterly earnings of $1.15 per share, missing the Zacks Consensus Estimate of $1.18 per share, and down from $1.28 per share a year ago, representing an earnings surprise of -2.54% [1] - The company posted revenues of $980.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.55%, but down from $985 million year-over-year [2] - ASGN Inc has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has gained approximately 5.4% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] - The current consensus EPS estimate for the upcoming quarter is $1.05 on revenues of $970.64 million, and for the current fiscal year, it is $5.07 on revenues of $4.01 billion [7] - The Computers - IT Services industry, to which ASGN belongs, is currently in the top 40% of Zacks industries, suggesting a favorable outlook for the sector [8]
e.l.f. Beauty (ELF) Q3 Earnings and Revenues Top Estimates
ZACKS· 2026-02-04 23:26
分组1 - e.l.f. Beauty reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $0.73 per share, and showing an increase from $0.74 per share a year ago, resulting in an earnings surprise of +69.63% [1] - The company achieved revenues of $489.51 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.78%, and up from $355.32 million year-over-year [2] - e.l.f. Beauty has outperformed the S&P 500, with shares increasing about 11.5% since the beginning of the year compared to the S&P 500's gain of 1.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $410.78 million, and for the current fiscal year, it is $2.88 on revenues of $1.57 billion [7] - The Zacks Industry Rank indicates that the Cosmetics industry is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - e.l.f. Beauty's Zacks Rank is currently 3 (Hold), indicating that the stock is expected to perform in line with the market in the near future [6]
Align Technology (ALGN) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-04 23:20
分组1 - Align Technology reported quarterly earnings of $3.29 per share, exceeding the Zacks Consensus Estimate of $2.99 per share, and up from $2.44 per share a year ago [1] - The earnings surprise for this quarter was +10.10%, and the company has surpassed consensus EPS estimates three times in the last four quarters [2] - The company generated revenues of $1.05 billion for the quarter, surpassing the Zacks Consensus Estimate by 1.33%, compared to $995.22 million in the same quarter last year [3] 分组2 - Align Technology's stock has increased by approximately 0.6% since the beginning of the year, while the S&P 500 has gained 1.1% [4] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $2.33 for the upcoming quarter and $11.00 for the current fiscal year [5][8] - The Medical - Dental Supplies industry, to which Align Technology belongs, is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook [9]
A10 Networks (ATEN) Matches Q4 Earnings Estimates
ZACKS· 2026-02-04 23:15
分组1 - A10 Networks reported quarterly earnings of $0.26 per share, matching the Zacks Consensus Estimate, but down from $0.31 per share a year ago [1] - The company posted revenues of $80.36 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.72% and up from $74.2 million year-over-year [2] - A10 Networks has surpassed consensus EPS estimates three times in the last four quarters [1] - The company has topped consensus revenue estimates four times over the last four quarters [2] 分组2 - A10 Networks shares have declined approximately 2.4% since the beginning of the year, while the S&P 500 has gained 1.1% [3] - The company's earnings outlook will be influenced by management's commentary during the earnings call [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $68.82 million, and for the current fiscal year, it is $0.97 on revenues of $307.08 million [7] 分组3 - The Zacks Industry Rank for Internet - Software is currently in the top 39% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - A10 Networks currently holds a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]
Why Western Digital (WDC) Might be Well Poised for a Surge
ZACKS· 2026-02-04 18:20
Core Viewpoint - Western Digital (WDC) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts' optimism regarding Western Digital's earnings prospects is leading to higher estimates, which are expected to positively impact the stock price [2]. - The consensus earnings estimate for the current quarter is $2.35 per share, reflecting a year-over-year increase of +72.8%. This estimate has risen by 23.53% over the last 30 days, with three estimates going higher and no negative revisions [6]. - For the full year, the expected earnings per share is $8.95, indicating a year-over-year change of +81.5%. The consensus estimate has increased by 18.33% due to five upward revisions and no negative changes [7][8]. Zacks Rank - Western Digital currently holds a Zacks Rank 1 (Strong Buy), attributed to favorable estimate revisions. This ranking is part of a system that has shown a strong track record of outperformance, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][9]. - Research indicates that stocks with Zacks Rank 1 and 2 significantly outperform the S&P 500 [9]. Stock Performance - The stock has appreciated by 32.3% over the past four weeks due to strong estimate revisions, suggesting potential for further upside [10].
Builders FirstSource (BLDR) Moves 4.7% Higher: Will This Strength Last?
ZACKS· 2026-02-04 15:56
Core Viewpoint - Builders FirstSource (BLDR) shares experienced a significant increase of 4.7% to $118.56, driven by strong trading volume and investor optimism regarding the company's operational resilience [1][2]. Group 1: Company Performance - The company's performance is bolstered by strategic acquisitions, geographic expansion, digital enhancements, and disciplined supply-chain management, including truss manufacturing and fleet management [2]. - Builders FirstSource is projected to report quarterly earnings of $1.31 per share, reflecting a year-over-year decline of 43.3%, with expected revenues of $3.44 billion, down 9.9% from the previous year [3]. Group 2: Market Sentiment and Stock Trends - The consensus EPS estimate for Builders FirstSource has remained stable over the past 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the market [5].
Wall Street Analysts See a 50.91% Upside in Terns Pharmaceuticals (TERN): Can the Stock Really Move This High?
ZACKS· 2026-02-04 15:56
Core Viewpoint - Terns Pharmaceuticals, Inc. (TERN) shows potential for significant upside, with a mean price target of $58.13 indicating a 50.9% increase from its current price of $38.52 [1] Price Targets and Analyst Estimates - The mean estimate consists of eight short-term price targets, with a standard deviation of $5.19, indicating variability among analysts [2] - The lowest estimate is $54.00, suggesting a 40.2% increase, while the highest estimate is $70.00, indicating an 81.7% potential surge [2] - Analysts' price targets should be approached with caution, as they may not always accurately reflect future stock movements [3][10] Earnings Estimates and Analyst Agreement - Analysts are optimistic about TERN's earnings prospects, with a consensus indicating better-than-previously estimated earnings [4][11] - Over the past 30 days, one earnings estimate has increased, leading to a 5.5% rise in the Zacks Consensus Estimate for the current year [12] - TERN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors [13] Implications of Price Target Clustering - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price direction [9] - While price targets can provide a starting point for further research, they should not be the sole basis for investment decisions [10][14]