Momentum Investing
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F.N.B. (FNB) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2025-07-14 14:41
Core Insights - Zacks Premium provides various tools to enhance stock market investment confidence and knowledge [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [3] Zacks Style Scores Overview - The Zacks Style Scores rate stocks using an alphabetic system from A to F based on value, growth, and momentum characteristics [4] - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score [4][5][6][7] Value Score - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score assesses trends in stock prices and earnings outlooks, utilizing factors like one-week price change and monthly earnings estimate changes [6] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum [7] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in stock selection, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal investment potential [10] Stock Example: F.N.B. Corporation - F.N.B. Corporation, a financial holding company based in Pittsburgh, PA, is currently rated 3 (Hold) with a VGM Score of B [12] - The company has a Value Style Score of B, supported by a forward P/E ratio of 11.23, making it appealing to value investors [13] - Recent upward revisions in earnings estimates for fiscal 2025 have increased the Zacks Consensus Estimate to $1.41 per share, with an average earnings surprise of +3.4% [13]
Why Fast-paced Mover Fortress Biotech (FBIO) Is a Great Choice for Value Investors
ZACKS· 2025-07-14 13:50
Group 1 - Momentum investors focus on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery [1] - Fast-moving trending stocks can lose momentum if their future growth does not justify their high valuations, leading to potential downside risks for investors [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, with tools like the Zacks Momentum Style Score aiding in identifying such stocks [3] Group 2 - Fortress Biotech (FBIO) has shown a price increase of 2.2% over the past four weeks, indicating growing investor interest [4] - FBIO has gained 23.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe, with a beta of 1.75 indicating high volatility [5] - FBIO has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] Group 3 - An upward trend in earnings estimate revisions has contributed to FBIO earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - FBIO is trading at a Price-to-Sales ratio of 0.97, indicating it is reasonably valued at 97 cents for each dollar of sales [7] - FBIO appears to have significant growth potential while maintaining a fast pace, alongside other stocks that meet similar criteria [8] Group 4 - There are over 45 Zacks Premium Screens available for investors to find winning stock picks based on their personal investing styles [9] - The effectiveness of stock-picking strategies can be backtested using tools like the Zacks Research Wizard, which includes successful strategies [10]
Fast-paced Momentum Stock Penguin Solutions, Inc. (PENG) Is Still Trading at a Bargain
ZACKS· 2025-07-14 13:50
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Stock Analysis - Penguin Solutions, Inc. (PENG) - Penguin Solutions, Inc. (PENG) has shown significant recent price momentum with a four-week price change of 25% [4] - Over the past 12 weeks, PENG's stock has gained 51.8%, indicating strong long-term momentum [5] - PENG has a high beta of 1.98, suggesting it moves 98% more than the market in either direction, reflecting its fast-paced momentum [5] - The stock has a Momentum Score of A, indicating a favorable time to invest [6] - PENG has received a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investor interest [7] - The stock is currently trading at a Price-to-Sales ratio of 0.94, indicating it is reasonably valued at 94 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides PENG, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]
Best Momentum Stock to Buy for July 11th
ZACKS· 2025-07-11 15:00
Group 1: Airbus Group - Airbus Group manufactures airplanes and military equipment, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings increased by 0.6% over the last 60 days [1] - Shares gained 39.6% over the last three months, outperforming the S&P 500's gain of 17.1% [1] - The company possesses a Momentum Score of A [1] Group 2: Virtus Investment Partners - Virtus Investment Partners provides investment management products and services to individuals and institutions in the U.S., also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 2.8% over the last 60 days [2] - Shares gained 35.5% over the last three months, again outperforming the S&P 500's gain of 17.1% [2] - The company possesses a Momentum Score of A [2] Group 3: Interactive Brokers - Interactive Brokers specializes in routing orders and executing trades in various financial instruments, holding a Zacks Rank 1 [3][4] - The Zacks Consensus Estimate for its current year earnings increased by 4.6% over the last 60 days [3] - Shares gained 37.8% over the last three months, surpassing the S&P 500's gain of 17.1% [4] - The company possesses a Momentum Score of B [4]
Why Fast-paced Mover Kyndryl Holdings, Inc. (KD) Is a Great Choice for Value Investors
ZACKS· 2025-07-11 13:50
Group 1 - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for trending stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] - A safer investment approach involves targeting bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score [2] Group 2 - Kyndryl Holdings, Inc. (KD) has shown a price increase of 3.5% over the past four weeks, indicating growing investor interest [3] - KD has gained 42.3% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe, with a beta of 1.93 indicating high volatility [4] - KD's Momentum Score of B suggests it is an opportune time to invest, with a strong probability of success [5] Group 3 - KD has received a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors and drive prices higher [6] - The stock is currently trading at a Price-to-Sales ratio of 0.64, indicating it is undervalued at 64 cents for each dollar of sales [6] - KD appears to have significant growth potential while maintaining a reasonable valuation, making it an attractive investment option [7] Group 4 - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, providing various strategies to outperform the market [8]
Why Spire (SR) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-07-10 14:50
Company Overview - Spire Inc. is a natural gas company serving over 1.7 million customers in the United States, founded in 2000 and headquartered in St. Louis, MO [11] - The company generates more than 90% of its profits from regulated operations, providing clarity on future earnings [11] - Spire operates over 60,000 miles of pipelines and has businesses in Gas Utility, Gas Marketing, and Midstream segments [11] Investment Insights - Spire Inc. holds a Zacks Rank of 3 (Hold) with a VGM Score of A, indicating a solid position in the market [12] - The company has a Momentum Style Score of B, with shares increasing by 1.1% over the past four weeks [12] - An analyst has revised the earnings estimate upwards for fiscal 2025, with the Zacks Consensus Estimate rising to $4.50 per share [12] - Spire boasts an average earnings surprise of +2.5%, suggesting potential for positive performance [12] Recommendation - With a strong Zacks Rank and favorable Momentum and VGM Style Scores, Spire Inc. is recommended for investors' consideration [13]
Mogo (MOGO) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2025-07-10 13:50
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Mogo Inc (MOGO) Analysis - Mogo Inc (MOGO) has shown significant recent price momentum, with a four-week price change of 48.4%, indicating growing investor interest [4] - Over the past 12 weeks, MOGO's stock has gained 136.1%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - MOGO has a high beta of 3.57, suggesting it moves 257% higher than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of A, suggesting it is an opportune time to invest [6] - MOGO has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which typically attract more investors [7] - The stock is currently trading at a Price-to-Sales ratio of 0.90, indicating it is reasonably valued at 90 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides MOGO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]
Despite Fast-paced Momentum, Fathom Holdings (FTHM) Is Still a Bargain Stock
ZACKS· 2025-07-09 13:51
Core Viewpoint - Momentum investing focuses on buying stocks that are trending upwards, contrasting with the traditional strategy of buying low and selling high. This approach can lead to significant gains but carries risks if stocks lose momentum after reaching high valuations [1]. Group 1: Momentum Investing Strategy - Momentum investing involves buying high and selling higher, aiming for quick profits from fast-moving stocks [1]. - Identifying the right entry point for momentum stocks is challenging, as they may lose momentum if their valuations exceed future growth potential [1]. Group 2: Bargain Momentum Stocks - A safer investment strategy includes buying bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [2]. - The 'Fast-Paced Momentum at a Bargain' screen helps investors find fast-moving stocks that remain attractively priced [2]. Group 3: Fathom Holdings (FTHM) Analysis - Fathom Holdings (FTHM) has shown a four-week price change of 6.3%, indicating growing investor interest [3]. - Over the past 12 weeks, FTHM's stock price has increased by 82.2%, demonstrating its ability to deliver positive returns over a longer timeframe [4]. - FTHM has a beta of 2.12, suggesting it moves 112% higher than the market in either direction, indicating fast-paced momentum [4]. - The stock has a Momentum Score of A, suggesting it is an opportune time to invest [5]. - FTHM has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investors [6]. - The stock is trading at a Price-to-Sales ratio of 0.10, indicating it is undervalued at 10 cents for each dollar of sales [6]. Group 4: Additional Investment Opportunities - Besides FTHM, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [7]. - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [8].
Here's Why Momentum in SPX Technologies (SPXC) Should Keep going
ZACKS· 2025-07-09 13:51
Core Viewpoint - The sustainability of a stock trend is crucial for successful short-term investing, and ensuring this sustainability requires careful analysis of various factors [1][2]. Group 1: Stock Performance - SPX Technologies (SPXC) has shown a solid price increase of 30.2% over the past 12 weeks, indicating strong investor interest [4]. - The stock has also maintained a price increase of 4.5% over the last four weeks, suggesting that the upward trend is still intact [5]. - SPXC is currently trading at 80.7% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - SPXC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like SPXC that have the fundamental strength to maintain their upward momentum [3]. - There are additional stocks that meet the criteria of the "Recent Price Strength" screen, providing further investment opportunities [8].
Pure Storage (PSTG) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-07-08 14:56
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score emphasizes a company's financial health and future growth potential [4] - Momentum Score tracks price trends to capitalize on upward or downward movements [5] - VGM Score combines all three styles to highlight stocks with the best overall characteristics [6] Zacks Rank and Its Performance - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, with an average annual return of +25.41% since 1988 [8] - Investors face a challenge in selecting from over 800 top-rated stocks, making the Style Scores a valuable tool for narrowing down choices [8] Stock Analysis: Pure Storage (PSTG) - Pure Storage Inc. is currently rated 3 (Hold) with a VGM Score of B, indicating a mixed outlook [11] - The company has a strong Momentum Style Score of A, with shares increasing by 1.1% over the past four weeks [11] - Recent upward revisions in earnings estimates by analysts have raised the Zacks Consensus Estimate for fiscal 2026 to $1.82 per share, reflecting a positive trend [12] - PSTG has an average earnings surprise of 13.8%, suggesting potential for exceeding expectations [12]