Core Viewpoint - GameStop shares have declined approximately 18.8% over the past month, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Estimates for GameStop have trended upward in the past month, with a consensus estimate shift of 137.5% [2] - The most recent earnings report is crucial for understanding the important drivers behind the stock's performance [1] Group 2: VGM Scores - GameStop currently holds a Growth Score of B and a Momentum Score of A, while its Value Score is rated D, placing it in the bottom 40% for this investment strategy [3] - The aggregate VGM Score for GameStop is B, which is significant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates and the magnitude of revisions appear promising for GameStop [4] - GameStop has a Zacks Rank of 3 (Hold), indicating expectations for an in-line return from the stock in the coming months [4]

Company Overview - Medtronic shares have increased by approximately 6% over the past month, outperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Medtronic have trended downward, with a consensus estimate shift of -6.38% in the past month [2] - The overall direction of estimate revisions indicates a negative outlook for the stock [4] VGM Scores - Medtronic has a Growth Score of B, a Momentum Score of F, and a Value Score of C, resulting in an aggregate VGM Score of C [3] Market Outlook - The downward trend in estimates has led to a Zacks Rank of 4 (Sell) for Medtronic, suggesting expectations of below-average returns in the coming months [4] Industry Comparison - Medtronic is part of the Zacks Medical - Products industry, where Phibro Animal Health (PAHC) has gained 4.1% over the past month [5] - Phibro reported revenues of $347.8 million for the last quarter, reflecting a year-over-year increase of +32.1% [5] - Phibro's expected earnings for the current quarter are $0.52 per share, indicating a +26.8% change from the previous year, with a Zacks Rank of 1 (Strong Buy) [6]

Core Viewpoint - Kodiak Sciences Inc. has seen a 10.5% increase in share price over the past month, outperforming the S&P 500, but estimates have trended downward, indicating potential challenges ahead [1][2]. Group 1: Earnings and Estimates - The consensus estimate for Kodiak Sciences has shifted downward by 10.35% over the past month [2]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [4]. Group 2: VGM Scores - Kodiak Sciences has a subpar Growth Score of D and a Momentum Score of F, with an overall aggregate VGM Score of F, placing it in the lowest quintile for investment strategies [3]. Group 3: Industry Performance - Kodiak Sciences is part of the Zacks Medical - Biomedical and Genetics industry, where Apellis Pharmaceuticals has gained 17.7% over the past month [5]. - Apellis Pharmaceuticals reported revenues of $166.8 million, reflecting a year-over-year decline of 3.2%, and is expected to post a loss of $0.44 per share for the current quarter, indicating a 57.1% change from the previous year [6].

Group 1 - HSBC raised the target price for Chow Tai Fook (01929.HK) by 14.4% to HKD 16.7, maintaining a "Buy" rating due to adjustments in profit forecasts [1] - The forecast for Chow Tai Fook's earnings for the fiscal year 2025, excluding gold hedging losses, aligns with HSBC's expectations, leading to an anticipated early dividend payout [1] - HSBC increased its profit forecasts for Chow Tai Fook for the fiscal years 2026-27 by 5-13% due to improved profit margins [1] Group 2 - The report predicts a 49% year-on-year growth in earnings for the fiscal year 2026, with hedging losses decreasing from HKD 6.2 billion in fiscal year 2025 to HKD 2 billion, attributed to a slowdown in gold price appreciation [1] - The dividend forecast for Chow Tai Fook for fiscal year 2026 is expected to increase by 44% to HKD 0.75 per share, with a payout ratio of 85%, resulting in a current dividend yield of 6% [1]

Core Viewpoint - Fate Therapeutics has seen a significant increase in share price, gaining approximately 61.5% over the past month, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings report [1] Group 1: Earnings and Estimates - The consensus estimate for Fate Therapeutics has shifted upward by 12.68% in the past month, indicating positive revisions [2] - The stock has a Zacks Rank of 2 (Buy), suggesting expectations for above-average returns in the coming months [4] Group 2: VGM Scores - Fate Therapeutics has a subpar Growth Score of D, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for investment strategies, resulting in an overall VGM Score of F [3] Group 3: Industry Performance - Fate Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Novavax has reported a revenue of $666.66 million, reflecting a year-over-year increase of 610.3% [5] - Novavax is expected to report a loss of $0.12 per share for the current quarter, with a year-over-year change of -112.1%, and has a Zacks Rank of 3 (Hold) [6]

Financial Performance - J. M. Smucker Company reported fourth-quarter earnings of $2.31 per share, exceeding the analyst consensus estimate of $2.24 per share [1] - Quarterly sales were reported at $2.14 billion, which fell short of the analyst consensus estimate of $2.18 billion [1] Management Commentary - CEO Mark Smucker highlighted the demand for the company's leading brands and the resilience of the business, noting improvements in financial position, adjusted earnings per share, and free cash flow [2] - The company invested in its business, paid down debt, and returned cash to shareholders through dividends [2] Future Guidance - For fiscal year 2026, J. M. Smucker forecasts adjusted earnings per share between $8.50 and $9.50, which is below the analyst consensus of $10.26 [2] - The company anticipates net sales growth of 2% to 4% for the upcoming fiscal year [2] Stock Performance and Analyst Ratings - Following the earnings announcement, J. M. Smucker shares increased by 1.8% to trade at $96.11 [3] - Analysts have adjusted their price targets, with Jefferies upgrading the stock from Hold to Buy and lowering the price target from $118 to $115 [8] - Wells Fargo maintained an Overweight rating while lowering the price target from $135 to $115, and B of A Securities maintained a Neutral rating with a price target reduction from $118 to $105 [8]

Core Viewpoint - Wall Street analysts have a bearish outlook on UnitedHealth (NYSE: UNH) stock after a significant 23% drop in shares, although there was a slight rebound due to insider buying signaling confidence [1][2] Group 1: Stock Performance and Leadership Changes - Following the resignation of CEO Andrew Witty on May 13, UnitedHealth's stock experienced a sharp decline, which unsettled investors [1][2] - The stock rebounded slightly, rising 4% to $305.25 in pre-market trading after a 6% gain in the previous session [1] Group 2: Financial Outlook and Analyst Revisions - UnitedHealth suspended its 2025 outlook due to rising medical costs in its Medicare Advantage segment and higher-than-expected care activity [2] - Truist Securities analyst David MacDonald reduced the stock price target from $580 to $360, a 37.9% cut, while maintaining a 'Buy' rating [3] - TD Cowen downgraded UnitedHealth shares from Buy to Hold, cutting its price target from $520 to $308, a 40.8% reduction [4] Group 3: Regulatory and Operational Challenges - A Wall Street Journal report indicated that the Department of Justice is investigating UnitedHealth's Medicare Advantage billing practices, which the company denied receiving formal notice about [3] - Analysts noted that UnitedHealth is facing challenges in recapturing target margins in its UnitedHealthcare and Optum Health segments, exacerbated by the DOJ investigation and operational inefficiencies [5][6]

Core Viewpoint - Huatai Securities has downgraded JD Logistics' profit forecast due to short-term cost increases outpacing revenue growth [1] Summary by Relevant Categories Financial Performance - The company has adjusted its profit margin assumptions for the year, leading to a 3% reduction in both net profit and non-IFRS profit forecasts [1] - The target price for JD Logistics has been lowered from HKD 17.8 to HKD 16.7, reflecting a target price-to-earnings ratio of 14.8 times [1] Investment Rating - Despite the adjustments, Huatai Securities maintains a "Buy" rating for JD Logistics [1]

Core Viewpoint - Jack In The Box (JACK) is expected to report a decline in quarterly earnings and revenues, with analysts predicting earnings of $1.13 per share, a decrease of 22.6% year-over-year, and revenues of $341.22 million, down 6.6% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 5.6% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Revenues- Franchise' to be $195.16 million, reflecting a decrease of 1.6% from the prior year [5]. - 'Revenues- Company restaurant sales' are expected to reach $147.60 million, indicating an 11.7% decline year-over-year [6]. - 'Revenues- Franchise rental revenues' are projected at $84.39 million, down 1.7% from the previous year [6]. Restaurant Counts - Total system counts for Jack In The Box and Del Taco are estimated at 2,779, down from 2,790 a year ago [7]. - Jack In The Box's total restaurant counts are projected to be 2,189, compared to 2,195 in the same quarter last year [8]. - The estimate for 'Jack in the Box - Restaurant Counts (EOP) - Company' is 154, up from 144 year-over-year [9]. Market Performance - Jack In The Box shares have increased by 9.7% over the past month, while the Zacks S&P 500 composite has risen by 13.7% [10]. - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [11].

Core Insights - The upcoming earnings report from Jones Lang LaSalle (JLL) is anticipated to show quarterly earnings of $2.02 per share, reflecting a 13.5% increase year-over-year, with revenues expected to reach $5.59 billion, a 9% increase from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.9% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenue- Capital Markets' at $410.10 million, an increase of 8.6% from the prior year [5]. - The estimate for 'Revenue- Markets Advisory' is $569.15 million, showing a significant decrease of 40.1% year-over-year [5]. - 'Revenue- Capital Markets- Loan Servicing' is expected to reach $38.16 million, reflecting a slight decline of 1.4% [5]. - The consensus for 'Revenue- Capital Markets- Value and Risk Advisory' is $81.45 million, indicating a 1.6% increase [6]. - 'Revenue- Markets Advisory- Leasing' is projected at $546.66 million, a 9.9% increase from the previous year [6]. - 'Revenue- LaSalle' is expected to be $106.48 million, showing a 3% increase [6]. - 'Revenue- Markets Advisory- Advisory, Consulting and Other' is estimated at $22.50 million, a decrease of 2.6% [7]. - 'Revenue- Capital Markets- Investment Sales, Debt/Equity Advisory and Other' is projected at $290.50 million, reflecting a 12.3% increase [7]. - 'Revenue- JLL Technologies' is expected to be $54.64 million, a 1.4% increase [8]. - 'Revenue- Work Dynamics- Portfolio Services and Other' is projected at $51.40 million, indicating a significant decrease of 53.9% [8]. - 'Revenue- Work Dynamics- Project Management' is expected to be $225.46 million, reflecting a 65.7% decrease [8]. - 'Revenue- Work Dynamics- Workplace Management' is projected at $232.40 million, indicating a drastic decline of 91.9% year-over-year [9]. Stock Performance - Over the past month, JLL shares have increased by 6.8%, outperforming the Zacks S&P 500 composite, which saw a 0.4% change [9].