Core Insights - Howmet Aerospace Inc. (HWM) has a market capitalization of $83 billion and is a prominent provider of advanced engineered solutions for the aerospace and transportation sectors [1] Performance Overview - HWM shares have outperformed the broader market, surging 103.6% over the past 52 weeks compared to a 17.7% increase in the S&P 500 Index [2] - Year-to-date, HWM shares are up 88.3%, while the S&P 500 has gained 16.3% [2] - HWM has also outpaced the SPDR S&P Aerospace & Defense ETF, which returned 56.9% over the past year [3] Financial Results - In Q3 2025, HWM reported an EPS of $0.95 and revenue of $2.09 billion, exceeding expectations [4] - For the fiscal year ending December 2025, analysts project a 37.2% year-over-year growth in EPS to $3.69 [5] - The company has consistently surpassed consensus estimates in the last four quarters [5] Analyst Ratings and Price Targets - The consensus rating among 21 analysts is a "Strong Buy," with 16 "Strong Buy" ratings, one "Moderate Buy," and four "Holds" [5] - RBC Capital analyst Ken Herbert raised the price target for HWM to $235, maintaining an "Outperform" rating [7] - The mean price target of $211.88 indicates a 2.9% premium to current price levels, while the highest target of $225 suggests a potential upside of 9.2% [7]

Earnings Per Share (EPS) is anticipated to be $1.07, reflecting a 1.9% increase year over year.Projected revenue growth of 6.7% year over year, reaching $1.42 billion, supported by a stable 98% occupancy rate.The company's strategic expansion into data centers and European markets underscores its commitment to diversification and growth.Realty Income Corporation, trading as "O" on the NYSE, is a prominent real estate investment trust (REIT) known for its monthly dividend payments. The company focuses on acq ...

Core Insights - Hershey's recent third-quarter earnings report exceeded expectations in both earnings and sales, attributed to increased sales offsetting profit pressure from rising costs [2][5] - David Palmer from Evercore ISI set a price target of $215 for Hershey, suggesting a potential increase of about 28.06% from its current trading price of $167.89 [1][5] - Despite a recent price drop, Hershey's raised outlook for 2025 and strong market capitalization of approximately $34.06 billion indicate potential for future growth [4][5] Company Performance - Currently, HSY is priced at $167.99, reflecting a decrease of 1.85% or $3.17, with fluctuations showing a daily low of $166.41 and a high of $171.71 [3] - Over the past year, HSY has reached a high of $208.03 and a low of $140.13, indicating significant volatility in its price [3] Market Position - Hershey's market capitalization is approximately $34.06 billion, indicating its substantial size in the market [4] - The trading volume for HSY is 1,401,647 shares, reflecting active investor interest [4]

Joining me now, Sam Stovall, chief investment strategist at CFRA Research. All right, Sam, g give me a sense of how important the rate cut is to your endofear thesis. >> Hey, Contessa, good to talk to you again.Um, I think we heading into November and December, which is by far the best two months, two month stretch uh of the calendar year, not only in terms of average price change, but also in frequency of advance. We also find that the consumer discretionary sector has been the second best performing secto ...

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]

Key Takeaways Global Payments is set to report Q3 2025 results on Nov. 4, before market open.Earnings are expected to rise 4.9% year over year on 2.1% revenue growth.Increased costs may weigh on GPN's Q3 profit expansion.Global Payments Inc. (GPN) is set to report third-quarter 2025 results on Nov. 4, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $3.23 per share on revenues of $2.41 billion. The third-quarter earnings estimate re ...

Core Insights - Micron Technology, Inc. (MU) is valued at a market cap of $251.4 billion and operates in the semiconductor industry, focusing on memory and storage products across various markets [1] - Over the past 52 weeks, MU shares have surged 115.2%, significantly outperforming the S&P 500 Index's 17.4% gain [2] - Year-to-date, MU stock has increased by 166.2%, compared to a 16% rise in the S&P 500 [2] Financial Performance - In Q4, MU reported a 46% year-over-year revenue increase to $11.3 billion, driven by a 213.5% rise in cloud memory business unit revenues, surpassing consensus estimates [4] - Adjusted operating margin expanded by 1250 basis points, and adjusted EPS grew 156.8% year-over-year to $3.03, exceeding analyst expectations by 5.9% [4] Future Projections - Analysts project MU's EPS to grow by 101.6% year-over-year to $15.48 for fiscal 2026 [5] - MU has consistently surpassed consensus estimates in the last four quarters, indicating a strong earnings surprise history [5] Analyst Ratings - Among 37 analysts covering MU, the consensus rating is a "Strong Buy," with 27 "Strong Buy," five "Moderate Buy," and five "Hold" ratings [5] - Mizuho Financial Group maintained an "Outperform" rating and raised the price target to $265, suggesting an 18.3% potential upside [6] - The highest price target from analysts is $275, indicating a potential upside of 22.8% [6]

Valued at $147.4 billion by market cap, Gilead Sciences, Inc. (GILD) is a leading U.S. biopharmaceutical company headquartered in Foster City, California. The company specializes in treatments for HIV/AIDS, hepatitis B and C, COVID-19, and other serious infectious diseases, along with oncology and inflammatory diseases as growing focus areas. Shares of this HIV giant have outperformed the broader market over the past year. GILD has gained 34.2% over this time frame, while the broader S&P 500 Index ($SPX) ...

Core Insights - RTX Corporation has a market capitalization of $236.5 billion and operates in the aerospace and defense sector through three main segments: Collins Aerospace, Pratt & Whitney, and Raytheon, serving commercial, military, and government clients globally [1] Stock Performance - RTX shares have significantly outperformed the broader market, increasing by 45.6% over the past 52 weeks, compared to a 17.4% rise in the S&P 500 Index [2] - Year-to-date, RTX stock is up 53.3%, while the S&P 500 has seen a nearly 16% increase [2] - The company's performance also surpassed the Industrial Select Sector SPDR Fund's 14.3% return over the same period [3] Financial Results - On October 21, RTX reported Q3 2025 adjusted EPS of $1.70 and revenue of $22.48 billion, exceeding forecasts [4] - The company raised its full-year adjusted EPS outlook to between $6.10 and $6.20 and revenue guidance to between $86.5 billion and $87 billion, indicating strong demand [4] - Growth was driven by a 10% increase in defense sales, particularly in Patriot systems, and a 16% rise in Pratt & Whitney sales due to booming aerospace demand [4] Analyst Expectations - For the fiscal year ending December 2025, analysts project RTX's adjusted EPS to grow by 7.9% year-over-year to $6.18 [5] - RTX has a strong earnings surprise history, having exceeded consensus estimates in the last four quarters [5] - Among 21 analysts covering the stock, the consensus rating is a "Moderate Buy," with 13 "Strong Buy" ratings, one "Moderate Buy," and seven "Holds" [5] Price Targets - BofA analyst Ronald Epstein raised RTX's price target to $215 while maintaining a "Buy" rating [6] - The mean price target of $188.78 suggests a 6.4% premium to RTX's current price levels [6] - The highest price target of $215 indicates a potential upside of 21.2% [6]

Group 1 - Cardinal Health's stock increased by over 15% following a strong quarterly earnings release, outperforming the S&P 500 which closed 1% lower [1] - For fiscal Q1 2026, Cardinal Health reported a 22% year-over-year revenue increase to $64 billion, with non-GAAP net income rising 37% to $857 million, or $2.55 per share [2][3] - The company's revenue and earnings significantly exceeded analyst expectations, with revenue projections around $59 million and non-GAAP net income estimates at $2.19 per share [3] Group 2 - Cardinal Health raised its full-year fiscal 2026 guidance for adjusted earnings per share to a range of $9.65 to $9.85, reflecting at least 17% year-over-year growth, up from a previous forecast of $9.30 to $9.50 [4] - The company also increased its estimated adjusted free cash flow to $3 billion to $3.5 billion, compared to the prior guidance of $2.75 billion to $3.25 billion [4]