Core Insights - MasterCraft Boat Holdings, Inc. reported quarterly earnings of $0.4 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and showing a significant improvement from a loss of $0.04 per share a year ago, resulting in an earnings surprise of +122.22% [1] - The company achieved revenues of $79.52 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 12.21% and increasing from $67.18 million in the same quarter last year [2] Financial Performance - Over the last four quarters, MasterCraft has consistently surpassed consensus EPS estimates, achieving this four times [2] - The stock has gained approximately 9.6% since the beginning of the year, compared to the S&P 500's gain of 9.9% [3] Future Outlook - The company's earnings outlook will be crucial for investors, particularly in understanding how current consensus earnings expectations for upcoming quarters may evolve [4] - The current consensus EPS estimate for the next quarter is $0.26 on revenues of $75 million, and for the current fiscal year, it is $1.17 on revenues of $309.8 million [7] Industry Context - The Leisure and Recreation Products industry, to which MasterCraft belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - Another competitor in the industry, Malibu Boats, is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year change of +212.8%, with revenues projected at $195.8 million, up 23.4% from the previous year [9][10]

Core Viewpoint - Repay Holdings (RPAY) is showing a significantly improving earnings outlook, making it an attractive option for investors as analysts continue to raise their earnings estimates for the company [1][2]. Earnings Estimate Revisions - Analysts' optimism regarding Repay Holdings' earnings prospects is leading to higher estimates, which is expected to positively impact the stock price [2]. - The Zacks Rank system indicates a strong correlation between earnings estimate revisions and stock price movements, with Zacks 1 Ranked stocks averaging a +25% annual return since 2008 [3]. - The current-quarter earnings estimate is $0.20 per share, reflecting a -13.0% change from the previous year, but has increased by 13.79% over the last 30 days with no negative revisions [6]. - For the full year, the earnings estimate is $0.85 per share, showing a -7.6% change from the prior year, with a 5% increase in the consensus estimate over the past month [7][8]. Zacks Rank and Investment Potential - Repay Holdings has achieved a Zacks Rank 2 (Buy) due to favorable estimate revisions, indicating strong potential for outperformance compared to the S&P 500 [9]. - The stock has risen 7.3% over the past four weeks, suggesting that further upside may still be possible, making it a candidate for portfolio addition [10].

Group 1 - The Cooper Companies (COO) closed at $73.48, with a 0.8% gain over the past four weeks, and analysts set a mean price target of $92.93, indicating a 26.5% upside potential [1] - The mean estimate consists of 15 short-term price targets with a standard deviation of $7.52, where the lowest estimate is $76.00 (3.4% increase) and the highest is $105.00 (42.9% increase) [2] - Analysts show strong agreement on COO's ability to report better earnings than previously predicted, which supports the view of potential upside [4][11] Group 2 - The Zacks Consensus Estimate for COO has increased by 0.1% over the past month, with one estimate going higher and no negative revisions [12] - COO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of potential gains, it does provide a directional guide for price movement [14]

Company Performance - Daqo New Energy reported a quarterly loss of $1.14 per share, slightly better than the Zacks Consensus Estimate of a loss of $1.16, and an improvement from a loss of $1.81 per share a year ago, representing an earnings surprise of +1.72% [1] - The company posted revenues of $75.19 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 44.88%, and a significant decline from year-ago revenues of $219.91 million [2] - Over the last four quarters, Daqo has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Daqo shares have increased by approximately 22.9% since the beginning of the year, outperforming the S&P 500's gain of 9.5% [3] - 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 coming quarter is -$0.98 on $162 million in revenues, and -$3.97 on $794.42 million in revenues for the current fiscal year [7] Industry Context - The Chemical - Specialty industry, to which Daqo belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - The performance of Daqo's stock may also be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1: Company Performance - Citizens & Northern (CZNC) shares increased by 5.2% to $20.49 in the last trading session, with a higher-than-average trading volume [1] - The bank is expected to report quarterly earnings of $0.53 per share, reflecting a year-over-year increase of 29.3%, and revenues are projected to be $28.5 million, up 3.7% from the previous year [3] - The consensus EPS estimate for CZNC has been revised 8.2% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] Group 2: Industry Context - Federal Reserve Chair Jerome Powell indicated a potential rate cut as early as September, which could lower funding and deposit costs, positively impacting the banking sector [2] - The banking sector's positive response to the Fed's shift from a "higher-for-longer" stance has contributed to the recent increase in CZNC stock [2] - Citizens & Northern is part of the Zacks Banks - Northeast industry, which includes Bank OZK, also showing a positive performance with a 4.6% increase in its last trading session [4]

Core Insights - Workday reported quarterly earnings of $2.21 per share, exceeding the Zacks Consensus Estimate of $2.09 per share, and up from $1.75 per share a year ago, representing an earnings surprise of +5.74% [1] - The company achieved revenues of $2.35 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.35% and increasing from $2.09 billion year-over-year [2] - Workday has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Workday's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.11 on revenues of $2.42 billion, and for the current fiscal year, it is $8.70 on revenues of $9.5 billion [7] Industry Context - The Internet - Software industry, to which Workday belongs, is currently ranked in the top 30% 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 impact Workday's performance [5] Stock Performance - Workday shares have underperformed the market, losing about 11.8% since the beginning of the year, while the S&P 500 has gained 8.7% [3] - The estimate revisions trend for Workday was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

Group 1 - OSI Systems reported quarterly earnings of $3.24 per share, exceeding the Zacks Consensus Estimate of $3.19 per share, and up from $2.84 per share a year ago, representing an earnings surprise of +1.57% [1] - The company achieved revenues of $504.99 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.34% and increasing from $480.91 million year-over-year [2] - OSI has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has gained approximately 33.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The Zacks Rank for OSI is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Group 3 - The current consensus EPS estimate for the upcoming quarter is $1.44 on revenues of $369.05 million, and for the current fiscal year, it is $10.02 on revenues of $1.78 billion [7] - The Electronics - Miscellaneous Components industry, to which OSI belongs, is currently ranked in the top 29% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]

分组1 - Auna S.A. reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, and showing a significant increase from $0.03 per share a year ago, resulting in an earnings surprise of +153.85% [1] - The company posted revenues of $309 million for the quarter ended June 2025, which was 3% below the Zacks Consensus Estimate, but an increase from $292 million in the same quarter last year [2] - Auna S.A. has surpassed consensus EPS estimates three times over the last four quarters, but has only topped revenue estimates once in the same period [2] 分组2 - The stock has underperformed the market, losing about 9% since the beginning of the year, while the S&P 500 has gained 9.7% [3] - 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 upcoming quarter is $0.20 on revenues of $330.33 million, and for the current fiscal year, it is $0.76 on revenues of $1.2 billion [7] 分组3 - The Zacks Industry Rank indicates that the Medical Services sector is currently in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Auna S.A. currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [6]

分组1 - Jack Henry reported quarterly earnings of $1.75 per share, exceeding the Zacks Consensus Estimate of $1.46 per share, and showing an increase from $1.38 per share a year ago, resulting in an earnings surprise of +19.86% [1] - The company achieved revenues of $615.37 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.50% and increasing from $559.91 million year-over-year [2] - Jack Henry has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has underperformed the market, losing about 8.3% since the beginning of the year, while the S&P 500 has gained 9.7% [3] - The current consensus EPS estimate for the upcoming quarter is $1.65, with expected revenues of $642.22 million, and for the current fiscal year, the EPS estimate is $6.14 on revenues of $2.53 billion [7] - The Zacks Industry Rank indicates that the Computers - IT Services sector is currently in the bottom 39% of over 250 Zacks industries, which may impact stock performance [8]

Company Performance - La-Z-Boy reported quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.53 per share, and down from $0.62 per share a year ago, representing an earnings surprise of -11.32% [1] - The company posted revenues of $492.23 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.39%, but down from $495.53 million year-over-year [2] - Over the last four quarters, La-Z-Boy has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Market Performance - La-Z-Boy shares have lost about 12% since the beginning of the year, while the S&P 500 has gained 9.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.72 on revenues of $533.1 million, and for the current fiscal year, it is $3.17 on revenues of $2.16 billion [7] Industry Outlook - The furniture industry, to which La-Z-Boy belongs, is currently in the bottom 9% of the Zacks industry rankings, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact La-Z-Boy's stock performance [5][6]