Core Viewpoint - Mosaic (MOS) has shown a recent price increase and analysts suggest significant upside potential based on price targets, with a mean target indicating a 26.5% increase from the current price [1][2]. Price Targets and Analyst Estimates - The mean estimate for MOS comprises 16 short-term price targets with a standard deviation of $5.13, indicating variability among analysts [2]. - The lowest price target is $33.00, suggesting a 2.6% increase, while the highest target is $49.00, indicating a potential surge of 52.4% [2]. - Analysts' consensus on price targets should be approached with caution, as historical data shows that these targets often mislead investors [3][7]. Earnings Estimates and Analyst Agreement - Strong agreement among analysts regarding MOS's earnings prospects is a positive indicator for potential stock upside, as reflected in recent upward revisions of earnings estimates [4][11]. - The Zacks Consensus Estimate for the current year has increased by 7% over the past month, with four estimates revised upward and no negative revisions [12]. - MOS holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, further supporting its potential upside [13]. Conclusion on Price Movement - While the consensus price target may not reliably indicate the extent of potential gains for MOS, the direction implied by these targets appears to be a useful guide for investors [14].

Company Performance - Lululemon reported quarterly earnings of $3.1 per share, exceeding the Zacks Consensus Estimate of $2.84 per share, but down from $3.15 per share a year ago, representing an earnings surprise of +9.15% [1] - The company posted revenues of $2.53 billion for the quarter ended July 2025, missing the Zacks Consensus Estimate by 0.36%, compared to year-ago revenues of $2.37 billion [2] - Over the last four quarters, Lululemon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Lululemon shares have declined approximately 48.1% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The current status of estimate revisions for Lululemon translates into a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $2.86 on revenues of $2.55 billion, and for the current fiscal year, it is $14.31 on revenues of $11.18 billion [7] - The outlook for the Textile - Apparel industry, where Lululemon operates, is currently in the top 37% of over 250 Zacks industries, suggesting potential for outperformance [8]

Core Viewpoint - Phreesia reported quarterly earnings of $0.01 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, marking a significant improvement from a loss of $0.31 per share a year ago, resulting in an earnings surprise of +114.29% [1] Financial Performance - The company achieved revenues of $117.26 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.70% and showing an increase from $102.11 million in the same quarter last year [2] - Over the last four quarters, Phreesia has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Phreesia shares have increased approximately 21% since the beginning of the year, outperforming the S&P 500's gain of 9.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $121.04 million, and for the current fiscal year, it is -$0.17 on revenues of $477.31 million [7] - The outlook for the Medical Info Systems industry, where Phreesia operates, is favorable, ranking in the top 34% of over 250 Zacks industries, suggesting potential for outperformance [8]

Group 1 - C3.ai reported a quarterly loss of $0.37 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.38, but worse than a loss of $0.05 per share a year ago, representing an earnings surprise of +2.63% [1] - The company posted revenues of $70.26 million for the quarter ended July 2025, missing the Zacks Consensus Estimate by 0.11%, and down from $87.21 million year-over-year [2] - C3.ai shares have declined approximately 51.2% since the beginning of the year, contrasting with the S&P 500's gain of 9.1% [3] Group 2 - The earnings outlook for C3.ai is uncertain, with current consensus EPS estimates of -$0.20 on revenues of $95.85 million for the upcoming quarter and -$1.39 on revenues of $398.59 million for the current fiscal year [7] - The Zacks Industry Rank places the Computers - IT Services sector in the bottom 37% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] Group 3 - C3.ai has surpassed consensus EPS estimates four times over the last four quarters, but the trend of estimate revisions has been unfavorable leading to a Zacks Rank 4 (Sell) for the stock [2][6] - The company has topped consensus revenue estimates three times over the last four quarters, but the recent earnings report may influence future estimate revisions [2][6]

Core Insights - GitLab Inc. reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.15 per share a year ago, resulting in an earnings surprise of +50.00% [1] - The company achieved revenues of $235.96 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 4.14% and increasing from $182.58 million year-over-year [2] - GitLab has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $240.95 million, and for the current fiscal year, it is $0.75 on revenues of $939.54 million [7] - The trend of estimate revisions for GitLab was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which GitLab belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Zscaler reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.80 per share, and showing a slight increase from $0.88 per share a year ago, indicating a positive earnings surprise of +11.25% [1][2] Financial Performance - The company achieved revenues of $719.23 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.84% and reflecting a year-over-year increase from $592.87 million [2] - Over the last four quarters, Zscaler has consistently exceeded consensus EPS and revenue estimates [2] Stock Performance - Zscaler shares have increased approximately 53.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.8% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.83 for the upcoming quarter and $3.57 for the current fiscal year, alongside projected revenues of $749.87 million and $3.19 billion respectively [7] - The Zacks Rank for Zscaler is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Security industry, to which Zscaler belongs, is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - Verint Systems (VRNT) reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, but down from $0.49 per share a year ago [1][2] - The company achieved a revenue of $208.01 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 3.71%, although it represents a decline from $210.17 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +26.92%, while the previous quarter saw a surprise of -3.33% with actual earnings of $0.29 per share against an expectation of $0.30 [2] - Over the last four quarters, Verint has surpassed consensus EPS estimates two times and revenue estimates three times [2][3] Stock Performance - Verint shares have declined approximately 25.7% since the beginning of the year, contrasting with the S&P 500's gain of 9.8% [4] - The current Zacks Rank for Verint is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $255.8 million, and for the current fiscal year, it is $2.93 on revenues of $959.04 million [8] - The Computer - Software industry, to which Verint belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Group 1: Earnings Performance - HealthEquity reported quarterly earnings of $1.08 per share, exceeding the Zacks Consensus Estimate of $0.92 per share, and up from $0.86 per share a year ago [1] - The earnings surprise for this quarter was +17.39%, following a previous quarter surprise of +19.75% where actual earnings were $0.97 compared to an expected $0.81 [2] - Over the last four quarters, HealthEquity has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $325.84 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.20%, and up from $299.93 million year-over-year [3] - HealthEquity has topped consensus revenue estimates four times over the last four quarters [3] Group 3: Stock Performance and Outlook - HealthEquity shares have declined approximately 6.9% since the beginning of the year, while the S&P 500 has gained 9.8% [4] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $318.56 million, and for the current fiscal year, it is $3.73 on $1.3 billion in revenues [8] Group 4: Industry Context - The Medical Services industry, to which HealthEquity belongs, is currently in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9] - Another company in the same industry, PACS Group, Inc., is expected to report quarterly earnings of $0.47 per share, reflecting a year-over-year change of +771.4% [10]

Group 1 - Methanex (MEOH) closed at $35.51, with a 7.3% gain over the past four weeks, and a mean price target of $46.9 indicating a 32.1% upside potential [1] - The average of 10 short-term price targets ranges from $33.00 to $65.00, with a standard deviation of $7.95, suggesting variability in analyst estimates [2] - Analysts show strong agreement on MEOH's ability to report better earnings, with a positive trend in earnings estimate revisions correlating with potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for the current year has increased by 11.8% over the past month, indicating positive sentiment among analysts [12] - MEOH holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting exact gains, they can provide a directional guide for price movement [14]

Group 1 - Q2 Holdings (QTWO) closed at $78.73, with a 2.9% gain over the past four weeks, and a mean price target of $102.13 indicating a 29.7% upside potential [1] - The average of 15 short-term price targets ranges from a low of $60.00 to a high of $115.00, with a standard deviation of $14.18, suggesting variability in analyst estimates [2] - Analysts have shown increasing optimism about QTWO's earnings prospects, with a strong agreement in revising EPS estimates higher, which correlates with potential stock price movements [11][12] Group 2 - The Zacks Consensus Estimate for QTWO's current year has increased by 8% over the past month, with two estimates going higher and no negative revisions [12] - QTWO holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of QTWO's potential gain, it does imply a positive direction for price movement [14]