Group 1: Stock Performance - AppFolio's stock closed at $215.80, reflecting a -1.01% change from the previous day, underperforming the S&P 500's loss of 0.53% [1] - Over the past month, AppFolio shares have appreciated by 1.63%, lagging behind the Computer and Technology sector's gain of 8.67% and the S&P 500's gain of 5.17% [1] Group 2: Earnings Forecast - AppFolio is expected to report an EPS of $1.28, indicating a 14.29% growth compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $230.3 million, up 16.68% from the year-ago period [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $5.21 per share and revenue of $930.84 million, representing changes of +19.22% and +17.2% respectively from last year [3] Group 4: Analyst Forecast Revisions - Recent revisions to analyst forecasts for AppFolio should be monitored, as positive estimate revisions are interpreted as a good sign for the company's business outlook [4] Group 5: Zacks Rank and Valuation - AppFolio currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading with a Forward P/E ratio of 41.88, which is higher than the industry average Forward P/E of 29.65, indicating a premium valuation [7] Group 6: Industry Context - The Internet - Software industry, to which AppFolio belongs, is part of the Computer and Technology sector, which has a Zacks Industry Rank of 55, placing it in the top 23% of all industries [7][8]

Company Performance - Boeing's stock closed at $209.19, reflecting a -1.32% change from the previous session, underperforming the S&P 500, which lost 0.53% [1] - Over the past month, Boeing's shares gained 14.24%, outperforming the Aerospace sector's gain of 10.02% and the S&P 500's gain of 5.17% [1] Upcoming Earnings - Boeing is projected to report earnings of -$0.85 per share, indicating a year-over-year growth of 70.69% [2] - The Zacks Consensus Estimate for revenue is $19.91 billion, which is an 18.06% increase from the previous year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at -$1.75 per share and revenue at $83.56 billion, representing increases of +91.41% and +25.63% respectively from the prior year [3] - Recent changes to analyst estimates for Boeing indicate a favorable outlook on the company's business health and profitability [3] Analyst Ratings - The Zacks Rank system, which assesses estimate changes, indicates that Boeing currently holds a Zacks Rank of 3 (Hold) [5] - Over the last 30 days, the Zacks Consensus EPS estimate for Boeing has increased by 11.06% [5] Industry Overview - The Aerospace - Defense industry, part of the Aerospace sector, has a Zacks Industry Rank of 51, placing it in the top 21% of all industries [6] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Company Performance - AT&T's stock closed at $27.68, reflecting a +1.15% change from the previous trading day, outperforming the S&P 500's loss of 0.53% [1] - Over the last month, AT&T's shares decreased by 2.63%, while the Computer and Technology sector gained 8.67% and the S&P 500 gained 5.17% [1] Upcoming Earnings - AT&T is set to release its earnings on July 23, 2025, with projected EPS of $0.53, indicating a 7.02% decline compared to the same quarter last year [2] - Revenue is expected to be $30.53 billion, reflecting a 2.48% growth year-over-year [2] Full Year Estimates - Analysts expect full-year earnings of $2.07 per share and revenue of $124.26 billion, representing changes of -8.41% and +1.57% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for AT&T are crucial as they indicate changing near-term business trends, with positive revisions suggesting confidence in the company's performance [4] Zacks Rank and Valuation - The Zacks Rank system currently rates AT&T at 3 (Hold), with the consensus EPS estimate moving 0.27% lower over the past month [6] - AT&T's Forward P/E ratio is 13.23, which is a discount compared to the industry's average Forward P/E of 21.24 [7] - The PEG ratio for AT&T is 3.81, compared to the average PEG ratio of 3.21 for the Wireless National industry [7] Industry Context - The Wireless National industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 141, placing it in the bottom 43% of over 250 industries [8]

Group 1: Company Performance - General Motors (GM) shares closed at $47.25, reflecting a -0.88% change from the previous day, underperforming compared to the S&P 500's loss of 0.53% [1] - Over the last month, GM's shares increased by 4.84%, which is lower than the Auto-Tires-Trucks sector's gain of 9.42% and the S&P 500's gain of 5.17% [1] - GM is projected to report earnings of $2.54 per share, indicating a year-over-year decline of 16.99%, with expected revenue of $45.37 billion, a 5.41% drop compared to the previous year [2] Group 2: Financial Estimates - Full-year estimates for GM indicate earnings of $9.31 per share and revenue of $177.57 billion, representing year-over-year changes of -12.17% and -5.27%, respectively [3] - Recent revisions to analyst estimates reflect evolving short-term business trends, with upward revisions indicating analysts' positive outlook on GM's operations [4] Group 3: Valuation Metrics - GM's current Forward P/E ratio is 5.12, which is below the industry average of 10.43, suggesting a valuation discount [7] - GM's PEG ratio stands at 1.28, compared to the Automotive - Domestic industry's average PEG ratio of 1.08 [7] Group 4: Industry Context - The Automotive - Domestic industry, part of the Auto-Tires-Trucks sector, holds a Zacks Industry Rank of 218, placing it in the bottom 12% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1: Stock Performance - TSMC closed at $197.61, with a +1.42% change from the previous day, outperforming the S&P 500's daily gain of 0.58% [1] - Over the past month, TSMC shares gained 10.45%, surpassing the Computer and Technology sector's gain of 7.05% and the S&P 500's gain of 4.61% [1] Group 2: Earnings Expectations - TSMC is expected to report EPS of $2.29, reflecting a 54.73% increase from the prior-year quarter, with projected net sales of $29.66 billion, up 42.47% from the year-ago period [2] - For the full year, earnings are projected at $9.19 per share and revenue at $115.46 billion, indicating changes of +30.54% and +28.17% from the preceding year [3] Group 3: Analyst Estimates and Rankings - Recent adjustments in analyst estimates for TSMC are crucial as they reflect short-term business trends, with a 2.09% rise in the Zacks Consensus EPS estimate over the past month [3][5] - TSMC currently holds a Zacks Rank of 3 (Hold), with the Zacks Rank system showing an average annual return of +25% for 1 ranked stocks since 1988 [5] Group 4: Valuation Metrics - TSMC has a Forward P/E ratio of 21.2, which is in line with the industry average [6] - The company also has a PEG ratio of 1.02, matching the average PEG ratio of the Semiconductor - Circuit Foundry industry [7] Group 5: Industry Context - The Semiconductor - Circuit Foundry industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 91, placing it in the top 37% of all industries [8]

The latest trading session saw Chewy (CHWY) ending at $47.62, denoting a +0.34% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 0.58%. Elsewhere, the Dow gained 0.51%, while the tech-heavy Nasdaq added 0.81%.The online pet store's stock has climbed by 25.52% in the past month, exceeding the Retail-Wholesale sector's gain of 3.83% and the S&P 500's gain of 4.61%.The upcoming earnings release of Chewy will be of great interest to investors. The company's earn ...

Company Performance - Comcast's stock closed at $34.63, reflecting a -0.92% change from the previous day, underperforming the S&P 500's daily loss of 0.56% [1] - Over the past month, Comcast shares have increased by 2.98%, while the Consumer Discretionary sector and the S&P 500 gained 10.54% and 7.37%, respectively [1] Earnings Forecast - Comcast is expected to report an EPS of $1.19, indicating a 1.65% decline compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $29.89 billion, which represents a 0.69% increase from the previous year [2] Annual Estimates - For the annual period, earnings are anticipated to be $4.36 per share, with revenue projected at $122.2 billion, reflecting changes of +0.69% and -1.24% from the previous year [3] - Recent revisions to analyst forecasts for Comcast are important as they indicate changing business trends, with positive revisions seen as favorable for the company's outlook [3] Valuation Metrics - Comcast's Forward P/E ratio is currently 8.02, which is lower than the industry's average Forward P/E of 9.21 [6] - The company has a PEG ratio of 1.71, compared to the Cable Television industry's average PEG ratio of 0.45 [6] Industry Context - The Cable Television industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 162, placing it in the bottom 35% of over 250 industries [7] - Research indicates that industries in the top 50% of Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [7]

Company Performance - Lockheed Martin's stock closed at $469.98, reflecting a -1.44% change from the previous day, underperforming the S&P 500's loss of 0.56% [1] - Over the past month, Lockheed Martin's shares have increased by 0.2%, lagging behind the Aerospace sector's gain of 11.42% and the S&P 500's gain of 7.37% [1] Earnings Forecast - Lockheed Martin is expected to report earnings of $6.61 per share, representing a year-over-year decline of 7.03%, with projected revenue of $18.59 billion, indicating a 2.57% increase compared to the same quarter last year [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $27.30 per share and revenue of $74.31 billion, reflecting changes of -4.11% and +4.6% respectively compared to the previous year [3] Analyst Estimates and Valuation - Recent changes in analyst estimates for Lockheed Martin suggest a positive outlook, with the Zacks Rank system indicating a current rank of 3 (Hold) [5] - Lockheed Martin has a Forward P/E ratio of 17.47, which is lower than the industry average of 22.54, and a PEG ratio of 1.66 compared to the industry average of 1.96 [6] Industry Context - The Aerospace - Defense industry, part of the Aerospace sector, holds a Zacks Industry Rank of 39, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Kinder Morgan's stock closed at $27.95, reflecting a -0.85% change from the previous day, underperforming the S&P 500's loss of 0.56% [1] - The company is expected to report earnings of $0.27 per share, indicating an 8% year-over-year growth, with projected revenue of $3.85 billion, a 7.88% increase from the same quarter last year [2] - For the full year, earnings are forecasted at $1.26 per share and revenue at $16.36 billion, representing increases of +9.57% and +8.35% respectively [3] Company Performance - Kinder Morgan's shares have appreciated by 3.6% over the past month, outperforming the Oils-Energy sector's gain of 2.92% but lagging behind the S&P 500's gain of 7.37% [1] - The Zacks Consensus EPS estimate has decreased by 0.79% over the past month, and Kinder Morgan currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - The company has a Forward P/E ratio of 22.34, which is higher than the industry average of 17.32 [6] - Kinder Morgan's PEG ratio stands at 3.24, compared to the industry average PEG ratio of 2.68 [7] Industry Context - The Oil and Gas - Production and Pipelines industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 141, placing it in the bottom 43% of over 250 industries [8]

Company Performance - CrowdStrike Holdings (CRWD) closed at $468.83, reflecting a -0.72% change from the previous trading day, underperforming compared to the S&P 500's loss of 0.56% [1] - Over the past month, CRWD shares gained 9.57%, which is below the Computer and Technology sector's gain of 11.21% but above the S&P 500's gain of 7.37% [2] Upcoming Earnings - The company's earnings report is scheduled for June 3, 2025, with projected earnings per share (EPS) of $0.66, indicating a 29.03% decrease year-over-year [3] - Revenue is anticipated to be $1.1 billion, reflecting a 19.92% increase from the same quarter last year [3] Full Year Estimates - For the full year, analysts expect earnings of $3.44 per share and revenue of $4.78 billion, representing changes of -12.47% and +20.96% respectively from the previous year [4] Analyst Estimates and Stock Ratings - Recent changes in analyst estimates for CRWD are crucial as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [5] - The Zacks Rank system, which evaluates these estimate changes, currently ranks CRWD at 4 (Sell) [7] Valuation Metrics - CRWD is currently trading at a Forward P/E ratio of 137.3, significantly higher than the industry's average Forward P/E of 70.75 [8] - The company has a PEG ratio of 6.39, compared to the Security industry's average PEG ratio of 3.16 [8] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 32, placing it in the top 13% of over 250 industries [9]