Core Viewpoint - Uranium Energy Corporation (UEC) is expected to report fourth-quarter fiscal 2025 results on September 24, with projected revenues of $17 million, a significant increase from no revenues in the same quarter last year, and an anticipated loss of three cents per share, consistent with the previous quarter's results [1][9]. Financial Performance - The Zacks Consensus Estimate for UEC's revenues for the quarter is $17 million, compared to no revenues in the year-ago quarter [1][9]. - UEC's earnings are forecasted to show a loss of three cents per share, matching the prior quarter's results [1][9]. - UEC has missed consensus earnings estimates in each of the last four quarters, with an average surprise of negative 125% [2]. Earnings Prediction Model - The Earnings ESP for Uranium Energy is 0.00%, and the company currently holds a Zacks Rank 4 (Sell), indicating low chances of an earnings beat [3]. Operational Insights - UEC is involved in uranium mining and related activities, including exploration and processing of uranium projects in the U.S., Canada, and Paraguay [5]. - The company has not yet established proven or probable reserves and remains classified in the "Exploration Stage" [6]. - As of April 30, 2025, UEC held 1,356,000 pounds of purchased uranium concentrate inventory, with expected revenues of $17 million for the quarter due to sales during the May-July period [7][9]. Cost Structure - Higher operating expenses are anticipated, driven by exploration expenditures, development spending, and compliance costs related to various projects [8][10][11]. - General and administrative expenses are expected to rise due to increased salaries and management fees [11]. Market Performance - UEC's shares have gained 82.5% year to date, outperforming the industry's growth of 21.3% [12].

Core Insights - FactSet reported earnings per share (EPS) of $4.05, which was below the estimated $4.13, resulting in an earnings surprise of -2.41% [2][6] - The company's revenue for the fourth quarter was $596.9 million, exceeding estimates and reflecting a 6.2% year-over-year growth [3][6] - For the full fiscal year 2025, FactSet's GAAP revenues reached $2.32 billion, marking a 5.4% increase from the previous year [4] - FactSet's organic Annual Subscription Value (ASV) grew by 5.7% to $2.37 billion, indicating successful customer base expansion [4] - The fourth-quarter GAAP operating margin improved to 29.7%, showcasing efficient cost management [5][6] - The adjusted operating margin for the fourth quarter decreased to 33.8%, while the fiscal year GAAP operating margin was 32.2% [5] Financial Performance - EPS for the fourth quarter was $4.05, missing the estimate of $4.13, indicating a -2.41% earnings surprise [2][6] - Revenue for the fourth quarter was $596.9 million, surpassing the estimated $592.8 million, reflecting a 6.2% increase from $562.19 million in the same period in 2024 [3] - For the full fiscal year 2025, GAAP revenues were reported at $2.32 billion, a 5.4% increase from the previous year [4] Operating Metrics - The fourth-quarter GAAP operating margin improved by approximately 700 basis points to 29.7% [5] - The adjusted operating margin decreased by 200 basis points to 33.8% in the fourth quarter [5] - For the fiscal year, the GAAP operating margin was 32.2%, while the adjusted operating margin was 36.3% [5]

Core Viewpoint - Darden Restaurants, Inc. reported its Q1 fiscal 2026 earnings, achieving an EPS of $1.97, slightly below expectations, but revenue of approximately $3.04 billion exceeded forecasts, indicating a positive trend in earnings performance [1][2][6] Financial Performance - The reported EPS of $1.97 shows an improvement from $1.75 in the same quarter last year, reflecting a positive growth trend in earnings [2][6] - Revenue reached approximately $3.04 billion, surpassing expectations and indicating strong operational performance [1][4][6] Market Valuation - Darden's P/E ratio is approximately 21.04, suggesting a strong market valuation of its earnings [3][6] - The price-to-sales ratio stands at about 1.83, indicating how the market values its revenue [3] Financial Ratios - The enterprise value to sales ratio is around 2.30, and the enterprise value to operating cash flow ratio is approximately 16.29, indicating a solid financial foundation [4] - Darden's debt-to-equity ratio is notably high at approximately 2.57, suggesting significant reliance on debt financing [5] - The current ratio is around 0.42, indicating the company's ability to cover short-term liabilities with its short-term assets [5] Growth Outlook - Despite the earnings miss, Darden has increased its revenue growth forecast for fiscal 2026, reflecting confidence in future performance [4] - The earnings yield of about 4.75% highlights the potential for growth and return on investment [5]

Core Insights - FactSet (FDS) reported mixed results for Q4 fiscal 2025, with earnings per share of $4.05 missing the Zacks Consensus Estimate by 2.4%, while revenues of $596.9 million exceeded expectations, increasing by 6.2% year-over-year [1][9] Revenue Performance - Organic revenues grew by 4.5% year-over-year to $562.2 million, with regional growth rates of 5.3% in the Americas, 1.7% in EMEA, and 5.9% in Asia Pacific [3] - Revenues from the Americas segment were $388.7 million, up 7.3% year-over-year, while EMEA revenues were $147.4 million, a 3% increase, and Asia Pacific revenues reached $60.8 million, marking 7.4% growth [4] Annual Subscription Value (ASV) and Professional Services - FactSet's ASV plus professional services totaled $2.4 billion, reflecting a 5.7% increase year-over-year, with buy-side and sell-side organic ASV growth rates of 5.5% and 4.3%, respectively [5] - Organic ASV from the United States was $1.5 billion, up 6%, while EMEA and Asia Pacific ASV were $586.3 million (4.2% increase) and $242.7 million (7.2% increase), respectively [6] Operating Results - Adjusted operating income was $201.7 million, slightly above estimates, with an adjusted operating margin of 33.8%, down 200 basis points from the previous year [7] Balance Sheet and Cash Flow - The company ended the quarter with cash and cash equivalents of $337.7 million, down from $356.4 million in the previous quarter, and long-term debt remained at $1.4 billion [8] - FactSet generated $212.1 million in cash from operating activities, with capital expenditures of $34 million, resulting in a free cash flow utilization of $178.1 million [8] Fiscal 2026 Guidance - For fiscal 2026, FactSet anticipates revenues between $2.423 billion and $2.448 billion, lower than the Zacks Consensus Estimate of $2.45 billion, and expects earnings per share in the range of $16.9 to $17.6, also below the consensus estimate of $18.51 [10]

Group 1: Company Performance and Analyst Ratings - Rubrik, Inc. reported second-quarter revenue of $309.86 million, a 51% year-over-year increase, surpassing the consensus estimate of $282.22 million, and had a loss of three cents per share, better than the expected loss of 34 cents per share [1] - Seagate Technology Holdings plc received an Outperform rating from Bernstein analyst Mark Newman with a price target of $250, but caution is advised due to its recent price run [2] - Cleveland-Cliffs Inc. was maintained with an Equal-Weight rating by Wells Fargo, with a price target raised from $10 to $11, while BofA Securities maintained a Neutral rating and increased the price target from $9.5 to $12.5 [3] - SAP SE was noted as a buy following a good quarter and the announcement of a revamped strategy for digital sovereignty and AI innovation, expanding its SAP Sovereign Cloud portfolio [4] Group 2: Stock Price Movements - Seagate shares increased by 1.1% to $213.36 [7] - Rubrik shares decreased by 1.5% to close at $73.89 [7] - Eagle Materials shares fell by 1.7% to settle at $230.02 [7] - Cleveland-Cliffs shares dropped by 3.7% to $11.29 [7] - SAP shares rose by 3.1% to close at $261.42 [7]

Core Insights - Micron Technology, Inc. is set to release its fourth-quarter earnings on September 23, with analysts expecting earnings of $2.86 per share, a significant increase from $1.18 per share in the same quarter last year [1] - The company projects quarterly revenue of $11.11 billion, up from $7.75 billion a year earlier [1] Financial Performance - In the third quarter, Micron reported earnings per share of $35.36, which fell short of the analyst consensus estimate of $37.17 [2] - Quarterly sales reached $4.46 billion, reflecting a year-over-year increase of 5.4%, surpassing the expected $4.35 billion [2] - The company experienced a 3.2% growth in same-store sales, driven by strength in the domestic segment [2] Analyst Ratings and Price Targets - Susquehanna analyst Mehdi Hosseini maintained a Positive rating and raised the price target from $160 to $200 [8] - Wolfe Research analyst Chris Caso maintained an Outperform rating and increased the price target from $160 to $180 [8] - Mizuho analyst Vijay Rakesh maintained an Outperform rating and boosted the price target from $155 to $182 [8] - UBS analyst Timothy Arcuri maintained a Buy rating and raised the price target from $155 to $185 [8] - Citigroup analyst Christopher Danely maintained a Buy rating and increased the price target from $150 to $175 [8]

Group 1 - AutoZone is set to release its fourth-quarter earnings on September 23, with expected earnings of $50.95 per share, a decrease from $51.58 per share in the same period last year [1] - The company projects quarterly revenue of $6.25 billion, slightly up from $6.21 billion a year earlier [1] - In the third quarter, AutoZone reported earnings per share of $35.36, missing the analyst consensus estimate of $37.17, while quarterly sales reached $4.46 billion, reflecting a 5.4% year-over-year increase [2] Group 2 - AutoZone's same-store sales grew by 3.2%, driven by strength in the domestic segment [2] - Analysts have provided positive ratings for AutoZone, with several raising their price targets significantly [5] - Raymond James analyst raised the price target from $4,200 to $4,900, while JP Morgan increased it from $4,200 to $4,850, indicating strong confidence in the stock [5]

Core Viewpoint - FedEx Corporation is expected to show revenue and earnings per share growth in its upcoming first-quarter financial results, despite a recent trend of stock sell-offs following earnings reports [1]. Earnings Estimates - Analysts predict FedEx will report first-quarter revenue of $21.67 billion, an increase from $21.60 billion in the same quarter last year [2]. - Expected earnings per share for the first quarter are $3.62, up from $3.60 in the previous year [2]. - The company has beaten revenue estimates in three consecutive quarters but only in four of the last ten quarters overall [2]. Recent Performance and Guidance - FedEx beat earnings per share estimates in the fourth quarter and has surpassed estimates in six of the last ten quarters [3]. - The company's guidance for first-quarter earnings per share is between $3.40 and $4.00, with revenue guidance ranging from $21.60 billion to $22.03 billion [3]. Analyst Sentiment - Analysts have been reducing their price targets for FedEx ahead of the earnings report, indicating a cautious outlook [4]. - Jay Woods from Freedom Capital Markets noted that FedEx has been a frustrating stock, with shares declining after each of the last four earnings reports [4]. - The implied volatility on FedEx's earnings day is +/- 7.1% [5]. Key Items to Watch - Investors will focus on shipment volumes and the impact of a recent partnership with Amazon on FedEx's shipments [5]. - The expiration of a partnership with the United States Postal Service may also affect the company's performance [6]. - FedEx is targeting $1 billion in cost savings by fiscal 2026, and investors will be keen to see any updates on this goal [6]. Analyst Ratings and Price Targets - Evercore ISI Group downgraded FedEx from Outperform to In-Line, lowering the price target from $249 to $243 [7]. - Bernstein maintained a Market Perform rating but reduced the price target from $249 to $247 [7]. - Bank of America Securities downgraded from Buy to Neutral, lowering the price target from $245 to $240 [7]. - JPMorgan maintained an Overweight rating but lowered the price target from $290 to $285 [7]. - UBS maintained a Buy rating while reducing the price target from $297 to $293 [7]. Stock Performance - FedEx stock is currently up 0.9% to $229.64, with a 52-week trading range of $194.30 to $308.53 [8]. - The stock has declined 16.3% year-to-date in 2025 [8].

Group 1: Globalstar, Inc. (GSAT) - Globalstar reported better-than-expected second-quarter financial results, with earnings of 13 cents per share, surpassing the analyst consensus estimate of a loss of 5 cents per share [1] - The company achieved quarterly sales of $67.148 million, exceeding the analyst consensus estimate of $63.138 million [1] - Following the earnings report, Globalstar shares gained 3% to settle at $32.09 [4] Group 2: New Gold Inc. (NGD) - New Gold reported quarterly earnings of 11 cents per share, beating the analyst consensus estimate of 9 cents per share [2] - The company reported quarterly sales of $308.400 million, which fell short of the analyst consensus estimate of $323.700 million [2] - New Gold shares fell 4.6% to close at $6.43 [4] Group 3: Agnico Eagle Mines Limited (AEM) - Jim Cramer expressed a preference for Agnico Eagle Mines over New Gold, indicating a positive outlook for the company [2] - Agnico Eagle Mines shares fell 0.9% to settle at $152.40 [4]

Core Insights - Dave & Buster's reported revenue of $557.4 million for the quarter ended July 2025, reflecting a slight increase of 0.1% year-over-year, but fell short of the Zacks Consensus Estimate by -0.81% [1] - The company's EPS was $0.40, significantly down from $1.12 in the same quarter last year, resulting in an EPS surprise of -54.55% compared to the consensus estimate of $0.88 [1] Financial Performance Metrics - Comparable Store Sales decreased by 3%, which was worse than the six-analyst average estimate of -2.6% [4] - The total number of stores at the end of the period remained at 237, aligning with the average estimate [4] - Company-owned stores for Dave & Buster's totaled 177, slightly above the four-analyst average estimate of 176 [4] - Entertainment revenues were reported at $364.5 million, below the six-analyst average estimate of $376.8 million, marking a year-over-year decline of 3% [4] - Food and beverage revenues increased to $192.9 million, surpassing the average estimate of $185.1 million, representing a year-over-year growth of 6.3% [4] Stock Performance - Over the past month, shares of Dave & Buster's have returned -7.6%, contrasting with the Zacks S&P 500 composite's increase of +2.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]