Core Insights - Acuity (AYI) reported $1.14 billion in revenue for the quarter ended November 2025, marking a year-over-year increase of 20.2% and a surprise of +0.53% over the Zacks Consensus Estimate [1] - The company's EPS for the same period was $4.69, compared to $3.97 a year ago, but did not meet the consensus EPS estimate of $4.52 [1] Financial Performance - Acuity's net sales by channel for Acuity Intelligent Spaces reached $257.4 million, exceeding the four-analyst average estimate of $243.9 million, with a year-over-year change of +250.2% [4] - Net sales for Acuity Brands Lighting totaled $895.1 million, slightly below the estimated $902.29 million, representing a +1% change compared to the year-ago quarter [4] - Adjusted operating profit for Acuity Intelligent Spaces was $56.6 million, surpassing the average estimate of $46.51 million [4] - Adjusted operating profit for Acuity Brands Lighting was $159.8 million, compared to the average estimate of $165.89 million [4] Stock Performance - Acuity's shares have returned -0.7% over the past month, while the Zacks S&P 500 composite has seen a +0.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Market Overview - U.S. stocks traded lower, with the Nasdaq Composite falling more than 100 points on Thursday. The Dow decreased by 0.05% to 48,972.29, the NASDAQ declined by 0.57% to 23,448.86, and the S&P 500 fell by 0.14% to 6,911.57 [1] - Information technology stocks dipped by 1.4% on Thursday [2] - European shares were mostly lower, with the eurozone's STOXX 600 slipping 0.3% and various national indices showing slight declines [7] - Asian markets closed lower, with Japan's Nikkei 225 falling 1.63% and Hong Kong's Hang Seng Index declining 1.17% [9] Company Performance - Acuity Inc. reported fiscal first-quarter 2026 results with a 20.2% year-over-year net sales growth to $1.14 billion, aligning with analyst expectations. The adjusted EPS was $4.69, surpassing the consensus estimate of $4.59 [3] - Flyexclusive Inc. shares surged 126% to $7.44 after being named an authorized Starlink Aviation dealer [8] - Enliven Therapeutics Inc. shares increased by 59% to $24.55 following positive initial data from a clinical trial for chronic myeloid leukemia [8] - Nuvve Holding Corp. shares rose by 46% to $5.11 after regaining Nasdaq compliance [8] - Immuneering Corp. shares dropped 35% to $5.45 after announcing updated survival and safety data from a clinical trial [8] - Acrivon Therapeutics Inc. shares fell 29% to $2.10 after announcing clinical data and plans for EU expansion [8] - CorMedix Inc. shares decreased by 25% to $8.33 following preliminary revenue results [8] Commodities - Oil prices increased by 1.9% to $57.03, while gold prices decreased by 0.6% to $4,436.20. Silver fell by 4.7% to $73.925, and copper dropped by 2.5% to $5.7120 [6]

Milwaukee, Wisconsin-based Fiserv, Inc. (FISV) provides payments and financial technology services. Valued at $35.7 billion by market cap, the company provides solutions for customer deposit and loan accounts, digital banking, financial and risk management. FISV also manages card processing, cardless ATM services, and non-card digital payment solutions for financial institutions and corporate clients. The fintech giant is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. ...

Helen of Troy Limited (NASDAQ:HELE) will release earnings results for its third quarter before the opening bell on Thursday, Jan. 8, 2025.Analysts expect the El Paso, Texas-based company to report quarterly earnings at $1.68 per share, down from $2.67 per share in the year-ago period. The consensus estimate for Helen of Troy's quarterly revenue is $502.17 million, up from $530.71 million a year earlier, according to data from Benzinga Pro.On Nov. 25, Helen of Troy announced amendment to existing credit agre ...

Core Viewpoint - Toll Brothers reported mixed Q4 fiscal 2025 results, with adjusted earnings missing estimates while total revenues exceeded expectations, indicating a resilient business model despite challenges in the housing market [3][4][6]. Financial Performance - Adjusted earnings per share (EPS) for Q4 was $4.58, missing the Zacks Consensus Estimate of $4.87 by 5.9% and decreasing 1.1% year-over-year [6]. - Total revenues reached $3.42 billion, surpassing the consensus mark of $3.32 billion and increasing 2.7% year-over-year [6]. - Home sales revenues increased by 4.6% to $3.41 billion, with home deliveries up 0.3% to 3,443 units [7]. Market Conditions - The company faces soft demand across several markets but maintains a balanced approach with build-to-order and spec homes [4]. - Elevated mortgage rates and a weak housing market are significant headwinds impacting performance [4]. Portfolio Management - Toll Brothers agreed to sell approximately half of its Apartment Living portfolio to Kennedy Wilson for $380 million, planning to exit the multifamily development business entirely [5]. Backlog and Contracts - Net-signed contracts decreased to 2,598 units, down from 2,658 units year-over-year, with a total value of $2.5 billion [8]. - The backlog at the end of Q4 was 4,647 homes, a decrease of 22.5% year-over-year, with potential revenues from backlog declining 15.4% to $5.5 billion [8]. Cost Management - The adjusted home sales gross margin was 25.5%, contracting by 50 basis points [9]. - Selling, general and administrative (SG&A) expenses remained flat at 8.3% of home sales revenues [9]. Guidance - For Q1 fiscal 2026, home deliveries are expected to be between 1,800-1,900 units, with an average price of $985,000-$995,000 [13]. - For fiscal 2026, home deliveries are anticipated to be 10,300-10,700 units, reflecting a decline from fiscal 2025 [15]. Financial Health - Cash and cash equivalents at the end of Q4 were $1.26 billion, with a debt-to-capital ratio of 26% [11]. - The company repurchased approximately 5.4 million shares for $651.6 million during fiscal 2025 [12]. Market Sentiment - Estimates for the stock have been trending upward, with a consensus estimate shift of 17.21% [17]. - Toll Brothers currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of below-average returns in the coming months [19].

Core Insights - AngioDynamics reported a Q2 2026 EPS of -$0.15, missing the estimated -$0.10, but exceeded revenue expectations with $79.43 million compared to the estimated $76.7 million [1][6] - The company experienced double-digit growth in its medical technology segment, contributing to increased profitability despite a negative P/E ratio of approximately -14.67 [2][6] - AngioDynamics raised its fiscal year 2026 adjusted EPS guidance, indicating a positive outlook for future performance, although shares declined by 1.8% to close at $12.87 [4][6] Financial Performance - Analysts had forecasted a quarterly loss of 10 cents per share, which is deeper than the 4 cents per share loss from the same quarter last year [3] - Revenue of $79.43 million surpassed the previous year's $72.84 million, indicating a positive trend in sales [3] - The company's price-to-sales ratio of about 1.56 suggests that investors are paying $1.56 for every dollar of sales, reflecting confidence in its revenue-generating capabilities [3] Analyst Sentiment - Canaccord Genuity analyst William Plovanic maintained a Buy rating and increased the price target from $17 to $18, indicating positive sentiment from analysts regarding the company's potential [4] - Despite financial challenges, the company maintains a strong current ratio of about 2.29, suggesting solid ability to cover short-term liabilities with short-term assets [5]

Core Viewpoint - Marathon Petroleum Corporation (MPC) is positioned for significant earnings growth, with analysts projecting a substantial increase in profits for the upcoming fiscal quarters, despite recent mixed performance in earnings reports [1][2][4]. Financial Performance - MPC is expected to report a profit of $3.73 per share for fiscal Q4 2025, representing a 384.4% increase from $0.77 per share in the same quarter last year [2]. - For the current fiscal year ending in December, analysts anticipate MPC will report a profit of $10.64 per share, up 9.6% from $9.71 per share in fiscal 2024 [2]. - Earnings per share (EPS) is projected to grow further by 38.6% year-over-year to $14.75 in fiscal 2026 [2]. Stock Performance - MPC's stock has increased by 22.6% over the past 52 weeks, outperforming the S&P 500 Index's rise of 16.2% and the State Street Energy Select Sector SPDR ETF's increase of 7.2% during the same period [3]. Recent Earnings Report - On November 4, MPC's stock fell by 6.1% following its Q3 results, where total revenue and other income rose by 1.3% year-over-year to $35.8 billion, but sales and other operating revenues saw a slight decline compared to the previous year [4]. - The adjusted EPS of $3.01 for the previous quarter missed consensus estimates by 3.2%, contributing to negative investor sentiment [4]. Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for MPC, with 19 analysts covering the stock: eight recommend "Strong Buy," three suggest "Moderate Buy," and eight advise "Hold" [5]. - The mean price target for MPC is set at $204.22, indicating a potential upside of 16.7% from current levels [5].

Core Viewpoint - Avery Dennison Corporation (AVY) is a global materials science and digital identification solutions company with a market cap of $14.1 billion, serving various industries including retail, apparel, logistics, food, pharmaceuticals, and automotive [1] Financial Performance - Analysts project AVY to report an adjusted EPS of $2.41 for fiscal Q4 2025, reflecting a 1.3% increase from $2.38 in the same quarter last year [2] - For fiscal 2025, adjusted EPS is expected to be $9.50, a slight increase from $9.43 in fiscal 2024, with a forecasted growth of 9.8% year-over-year to $10.43 in fiscal 2026 [3] Stock Performance - Avery Dennison shares have seen a marginal decline over the past 52 weeks, underperforming the S&P 500 Index's gain of 16.9% and the State Street Materials Select Sector SPDR ETF's return of 10.9% [4] - On October 22, shares rose by 9.5% after the company reported Q3 2025 adjusted EPS of $2.37, exceeding Wall Street estimates due to cost cuts and price increases [5] Investor Sentiment - The company's Q4 adjusted EPS outlook is positive, ranging from $2.35 to $2.45, and the launch of new RFID sensor labels for fresh food in collaboration with Walmart has further boosted investor confidence [6] - Analysts maintain a cautiously optimistic view on AVY stock, with a "Moderate Buy" rating; among 13 analysts, eight recommend a "Strong Buy," one a "Moderate Buy," and four a "Hold," with an average price target of $202.58 indicating a potential upside of 11% [7]

Core Viewpoint - Revvity, Inc. is a life sciences and diagnostics company with a market cap of $11.1 billion, providing essential tools for genetic screening and infectious disease testing [1] Financial Performance - Analysts anticipate Revvity to report an adjusted earnings of $1.54 per share for the fourth quarter, reflecting an 8.5% increase from $1.42 per share in the same quarter last year [2] - For fiscal 2025, adjusted EPS is expected to be $4.91, slightly up from $4.90 in 2024, with a projected 8.2% annual increase to $5.31 per share in fiscal 2026 [3] Stock Performance - RVTY stock has decreased by 12.4% over the past 52 weeks, underperforming compared to the Healthcare Select Sector SPDR Fund's 13% increase and the S&P 500 Index's 16.9% gain [4] Growth and Profitability Challenges - Revvity has experienced weak underlying growth with constant-currency revenue growth averaging only 2% over the last two years, indicating soft demand [5] - Profitability has declined, with adjusted operating margin decreasing by over 9 percentage points in the past five years due to rising costs and limited operating leverage [5] - Financial performance has deteriorated, with both revenue and EPS declining annually over the past five years, leading to cautious investor sentiment [5]

Core Insights - Franklin Covey Co. is set to release its first-quarter earnings results on January 7, 2025, after market close [1] - Analysts predict earnings of 13 cents per share, a decrease from 20 cents per share in the same quarter last year [1] - The expected quarterly revenue is $64.77 million, down from $69.09 million year-over-year [1] - The company reported mixed results for the fourth quarter on November 5 [1] Stock Performance - Franklin Covey's shares fell by 0.8%, closing at $16.64 on the previous Friday [2] Analyst Ratings - Barrington Research analyst Alexander Paris maintains an Outperform rating with a price target of $22, reflecting an 80% accuracy rate [3] - Roth Capital analyst Jeff Martin has a Buy rating but reduced the price target from $30 to $27, with a 68% accuracy rate [3]