Core Viewpoint - Sodexo S.A. 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 Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which are strongly correlated with near-term stock price movements [4][6]. - For Sodexo, the recent increase in earnings estimates suggests an improvement in the company's underlying business, likely leading to a rise in stock price [5]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - The upgrade of Sodexo to a 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]. Earnings Estimate Revisions for Sodexo - For the fiscal year ending August 2025, Sodexo is expected to earn $1.26 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Sodexo has increased by 7.7%, reflecting analysts' growing confidence in the company's performance [8].

Core Viewpoint - Granite Construction (GVA) 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 emphasizes the correlation between changes in earnings estimates and stock price movements, particularly influenced by institutional investors who adjust their valuations based on these estimates [4][6]. - For Granite Construction, the recent increase in earnings estimates suggests an improvement in the company's underlying business, likely leading to higher stock prices as investors respond to this trend [5][8]. Zacks Rank System - The Zacks Rank system categorizes 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]. - The upgrade of Granite Construction 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].

Company Performance - Affirm Holdings reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and compared to a loss of $0.14 per share a year ago, representing an earnings surprise of +81.82% [1] - The company posted revenues of $876.42 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.35%, and showing an increase from $659.18 million in the same quarter last year [2] - Over the last four quarters, Affirm Holdings has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Affirm Holdings shares have increased approximately 27.4% since the beginning of the year, outperforming the S&P 500's gain of 10.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $862.88 million, and for the current fiscal year, it is $0.76 on revenues of $3.92 billion [7] Industry Outlook - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the top 33% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Viewpoint - National Australia Bank Ltd. (NABZY) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is primarily based on a company's changing earnings picture, with the Zacks Consensus Estimate tracking EPS estimates from sell-side analysts [2]. - The recent upgrade reflects an improvement in National Australia Bank's earnings outlook, which is expected to lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors often rely on earnings estimates to determine the fair value of a company's shares, leading to significant price movements based on their investment actions [5]. Performance Metrics - For the fiscal year ending September 2025, National Australia Bank is projected to earn $0.75 per share, which remains unchanged from the previous year [9]. - Over the past three months, the Zacks Consensus Estimate for National Australia Bank has increased by 0.7%, indicating a positive trend in earnings estimates [9]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [8]. - National Australia Bank's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [11].

Core Viewpoint - Enterprise Financial Services (EFSC) has received a Zacks Rank 2 (Buy) upgrade, indicating a positive outlook driven by rising earnings estimates [1][3]. Earnings Estimates and Stock Price Impact - 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 adjust their valuations based on earnings estimates, leading to significant stock price movements when estimates change [4]. Recent Performance and Outlook - For the fiscal year ending December 2025, EFSC is expected to earn $5.39 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 3.7% over the past three months [8]. - The upgrade reflects an improvement in EFSC's underlying business, which is likely to attract investor interest and push the stock price higher [5][10]. 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]. - EFSC'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 [9][10].

Core Viewpoint - Electromed, Inc. (ELMD) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in 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 utilize earnings estimates to determine the fair value of stocks, and their trading actions based on these estimates can lead to significant price movements [4]. Recent Performance and Outlook - Electromed's rising earnings estimates and the recent rating upgrade suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. - For the fiscal year ending June 2026, Electromed is expected to earn $1.04 per share, with a 4% 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]. - Electromed'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].

Company Performance - Lucky Strike Entertainment reported a quarterly loss of $0.49 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.07, marking an earnings surprise of -600.00% [1] - The company posted revenues of $301.18 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 2.46%, and showing an increase from $283.87 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus revenue estimates two times, but has only exceeded EPS estimates once [2] Stock Outlook - The stock has gained approximately 6.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 10.2% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $276.04 million, while for the current fiscal year, it is $0.01 on revenues of $1.26 billion [7] Industry Context - The Leisure and Recreation Services industry, to which Lucky Strike Entertainment belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests that the performance of stocks can be significantly influenced by the overall outlook of the industry [8]

Core Viewpoint - Dorian LPG has shown strong stock performance recently, with a return of +9.2% over the past month, significantly outperforming the S&P 500 composite's +1.5% and the Zacks Transportation - Shipping industry's +2.5% [2] Earnings Estimate Revisions - For the current quarter, Dorian LPG is expected to report earnings of $1.40 per share, reflecting a substantial increase of +300% year-over-year, with the consensus estimate remaining unchanged over the last 30 days [5] - The consensus earnings estimate for the current fiscal year stands at $3.91, indicating a year-over-year increase of +72.3%, also unchanged in the last month [5] - For the next fiscal year, the consensus estimate is $2.65, which represents a decrease of -32.2% compared to the previous year, with no changes in the estimate over the past month [6] - Dorian LPG holds a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on earnings estimate revisions [7] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $120.72 million, which indicates a year-over-year increase of +47.8% [11] - For the current fiscal year, the sales estimate is $410.88 million, reflecting a growth of +17.4%, while the next fiscal year's estimate is $349.94 million, indicating a decline of -14.8% [11] Last Reported Results and Surprise History - In the last reported quarter, Dorian LPG generated revenues of $82.87 million, a decrease of -27.5% year-over-year, and reported EPS of $0.27, down from $1.26 a year ago [12] - The company experienced a revenue surprise of -4.14% compared to the Zacks Consensus Estimate and an EPS surprise of -55.74% [12] - Over the last four quarters, Dorian LPG has surpassed consensus EPS estimates multiple times and has also exceeded consensus revenue estimates during this period [13] Valuation - Dorian LPG's valuation is assessed using various multiples, including price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to determine if the stock is fairly valued compared to its historical values and peers [15] - The company has a Zacks Value Style Score of C, indicating it is trading at par with its peers [17]

Core Insights - Dick's Sporting Goods reported quarterly earnings of $4.38 per share, exceeding the Zacks Consensus Estimate of $4.29 per share, and showing a slight increase from $4.37 per share a year ago, resulting in an earnings surprise of +2.10% [1] - The company achieved revenues of $3.65 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.36% and increasing from $3.47 billion year-over-year [2] - The stock has underperformed the market, losing about 1.2% since the beginning of the year compared to the S&P 500's gain of 10.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.87 on revenues of $3.16 billion, and for the current fiscal year, it is $14.37 on revenues of $13.9 billion [7] - The estimate revisions trend for Dick's was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Retail - Miscellaneous industry, to which Dick's belongs, is currently in the top 32% of over 250 Zacks industries, suggesting a favorable outlook as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Best Buy reported quarterly earnings of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, but down from $1.34 per share a year ago, indicating a mixed performance in earnings [1][2] Group 1: Earnings Performance - Best Buy's earnings surprise for the quarter was +4.92%, and it had a previous surprise of +5.5% in the last quarter [1][3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $1.30, with revenues expected to be $9.45 billion [7] Group 2: Revenue Performance - The company posted revenues of $9.44 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.57% and up from $9.29 billion year-over-year [2] - Best Buy has also topped consensus revenue estimates three times over the last four quarters [2] Group 3: Stock Performance and Outlook - Best Buy shares have declined approximately 12.1% since the beginning of the year, contrasting with the S&P 500's gain of 10.2% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The outlook for the Retail - Consumer Electronics industry is currently in the top 45% of Zacks industries, suggesting a favorable environment for Best Buy [8]