Core Insights - Thomson Reuters reported quarterly earnings of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and showing an increase from $0.80 per share a year ago, resulting in an earnings surprise of +4.94% [1][2] - The company achieved revenues of $1.78 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.76% and up from $1.72 billion year-over-year [2] Earnings Performance - Over the last four quarters, Thomson Reuters has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company had a favorable trend in estimate revisions ahead of the earnings release, contributing to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $2.02 billion, and for the current fiscal year, it is $3.85 on revenues of $7.48 billion [7] - The outlook for the Business - Services industry, where Thomson Reuters operates, is currently in the bottom 36% of Zacks industries, which may impact stock performance [8]

Core Insights - Norwegian Cruise Line (NCLH) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and up from $0.99 per share a year ago, representing an earnings surprise of +3.45% [1] - The company posted revenues of $2.94 billion for the quarter ended September 2025, which was 2.6% below the Zacks Consensus Estimate, but an increase from $2.81 billion year-over-year [2] - Norwegian Cruise Line shares have declined approximately 13.8% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.30 on revenues of $2.38 billion, and for the current fiscal year, it is $2.10 on revenues of $10.05 billion [7] Industry Context - The Leisure and Recreation Services industry, to which Norwegian Cruise Line belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Insights - Leidos reported quarterly earnings of $3.05 per share, exceeding the Zacks Consensus Estimate of $2.61 per share, and showing an increase from $2.93 per share a year ago, resulting in an earnings surprise of +16.86% [1] - The company achieved revenues of $4.47 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.76% and up from $4.19 billion year-over-year [2] - Leidos shares have increased approximately 34% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Leidos stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $2.62 on revenues of $4.39 billion, and for the current fiscal year, it is $11.41 on revenues of $17.15 billion [7] Industry Context - The Computers - IT Services industry, to which Leidos belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Core Insights - Gartner reported quarterly earnings of $2.76 per share, exceeding the Zacks Consensus Estimate of $2.41 per share, and showing an increase from $2.50 per share a year ago, resulting in an earnings surprise of +14.52% [1] - The company achieved revenues of $1.52 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.35% and up from $1.48 billion year-over-year [2] - Gartner's stock has underperformed, losing approximately 49.2% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Outlook - The future performance of Gartner's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $3.26, with expected revenues of $1.75 billion, and for the current fiscal year, the EPS estimate is $12.19 on revenues of $6.49 billion [7] Industry Context - The Consulting Services industry, to which Gartner belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

分组1 - Waters reported quarterly earnings of $3.4 per share, exceeding the Zacks Consensus Estimate of $3.21 per share, and up from $2.93 per share a year ago, representing an earnings surprise of +5.92% [1] - The company achieved revenues of $799.89 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.59% and increasing from $740.3 million year-over-year [2] - Waters has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The current consensus EPS estimate for the upcoming quarter is $4.57 on revenues of $927.36 million, and for the current fiscal year, it is $12.99 on revenues of $3.14 billion [7] - The Medical - Instruments industry, to which Waters belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Knot Offshore (KNOP) shares experienced a significant increase of 9.7% to $9.89, driven by a takeover offer from Knutsen NYK Offshore Tankers AS, which proposed to acquire all publicly held common units for $10 each [1][2]. Company Performance - The upcoming quarterly earnings for Knot Offshore are projected at $0.13 per share, reflecting a substantial year-over-year growth of 218.2%. Revenue is expected to reach $86.33 million, marking a 13.2% increase from the same quarter last year [3]. - The consensus EPS estimate for Knot Offshore has remained stable over the past 30 days, indicating that the stock's price movement may not sustain without trends in earnings estimate revisions [4]. Industry Context - Knot Offshore is part of the Zacks Transportation - Shipping industry, where another company, Okeanis Eco Tankers Corp. (ECO), saw a decline of 3.4% to $34.37, despite a 20.8% return over the past month [5]. - Okeanis Eco Tankers Corp. has experienced a significant downward revision in its consensus EPS estimate, which decreased by 39.2% to $0.29, representing a year-over-year decline of 35.6% [6].

Core Insights - Cisco Systems, Inc. is a leading technology company in networking hardware, software, and telecommunications equipment, competing with Juniper Networks and Arista Networks [1] - David Vogt from UBS has set a price target of $88 for Cisco, indicating a potential upside of 20.37% from its current trading price of $73.11 [1][5] Stock Performance - Cisco's stock has increased by 6.1% over the past month, outperforming the Zacks S&P 500 composite's increase of 3.8% [2][5] - The Computer - Networking industry, which includes Cisco, gained 7.7% during the same period, showcasing Cisco's strong position within its sector [2] Earnings Estimates - Earnings estimate revisions are crucial for Cisco, providing insights into the company's future earnings potential and significantly influencing stock performance [3][5] - Investors and analysts closely monitor these projections to gauge Cisco's future stock direction [3] Current Stock Metrics - Cisco's current stock price is $73.11, reflecting a slight increase of 0.27% from the previous session [4] - The stock has traded between $72.43 and $73.48 today, with a 52-week high of $73.48 and a low of $52.11 [4] - Cisco's market capitalization is approximately $289 billion, with a trading volume of 24,007,995 shares today [4]

Core Viewpoint - LCNB has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade reflects an improvement in LCNB's underlying business, suggesting that investors may respond positively by driving the stock price higher [5]. - LCNB is expected to earn $1.69 per share for the fiscal year ending December 2025, with a 6.3% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - LCNB's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Viewpoint - Kaiser Aluminum (KALU) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements [4][6]. - Kaiser is expected to earn $5.87 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 26.5% over the past three months [8]. Investment Implications - The upgrade reflects an improvement in Kaiser’s underlying business, which is likely to attract buying pressure and increase its stock price [5][10]. - The Zacks Rank system has a strong track record, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988, indicating that Kaiser is positioned for potential market-beating returns [7][10].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Kaiser Aluminum (KALU) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being highly desirable as it indicates strong future prospects [3] - Kaiser Aluminum has a historical EPS growth rate of 17.4%, but projected EPS growth for this year is 133.9%, significantly surpassing the industry average of 8.9% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for growth investing, indicating how efficiently a company generates sales from its assets [5] - Kaiser has an S/TA ratio of 1.3, outperforming the industry average of 0.85, indicating higher efficiency in asset utilization [5] Group 4: Sales Growth - Sales growth is another critical factor, with Kaiser expected to achieve a sales growth of 14.1% this year, compared to an industry average of 0% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [7] - The current-year earnings estimates for Kaiser have increased by 26.5% over the past month, indicating positive momentum [7] Group 6: Overall Assessment - Kaiser has achieved a Growth Score of A and a Zacks Rank 1 due to favorable metrics and positive earnings estimate revisions, positioning it as a strong choice for growth investors [9]