分组1 - Whitestone reported quarterly funds from operations (FFO) of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and up from $0.24 per share a year ago, representing an FFO surprise of +4.00% [1] - The company posted revenues of $37.89 million for the quarter ended June 2025, which missed the Zacks Consensus Estimate by 3.34%, compared to year-ago revenues of $37.65 million [2] - Over the last four quarters, Whitestone has surpassed consensus FFO estimates three times and topped consensus revenue estimates two times [2] 分组2 - The current consensus FFO estimate for the coming quarter is $0.27 on revenues of $40.2 million, and for the current fiscal year, it is $1.06 on revenues of $159.1 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 34% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] 分组3 - Whitestone shares have underperformed the market, losing about 10.5% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The estimate revisions trend for Whitestone was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Group 1 - AvalonBay Communities (AVB) reported quarterly funds from operations (FFO) of $2.82 per share, exceeding the Zacks Consensus Estimate of $2.8 per share, and showing an increase from $2.77 per share a year ago, resulting in an FFO surprise of +0.71% [1] - The company posted revenues of $760.2 million for the quarter ended June 2025, which was slightly below the Zacks Consensus Estimate by 0.2%, compared to $726.04 million in the same quarter last year [2] - Over the last four quarters, AvalonBay has surpassed consensus FFO estimates three times, but has only topped consensus revenue estimates once [2] Group 2 - The stock's immediate price movement will largely depend on management's commentary during the earnings call, as AvalonBay shares have declined approximately 7.7% year-to-date, while the S&P 500 has gained 8.3% [3] - The current consensus FFO estimate for the upcoming quarter is $2.86 on revenues of $776.28 million, and for the current fiscal year, it is $11.40 on revenues of $3.06 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Residential sector is in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Group 1 - Pebblebrook Hotel reported quarterly funds from operations (FFO) of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, but down from $0.69 per share a year ago, representing an FFO surprise of +12.07% [1] - The company achieved revenues of $407.54 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.72% and up from $397.11 million year-over-year [2] - Pebblebrook Hotel has consistently surpassed consensus FFO estimates over the last four quarters [2] Group 2 - The stock has underperformed, losing about 21.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The future performance of Pebblebrook Hotel's stock will depend on management's commentary during the earnings call and the outlook for FFO [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.52 on revenues of $404.6 million, and for the current fiscal year, it is $1.42 on revenues of $1.48 billion [7] Group 3 - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can impact Pebblebrook Hotel's stock performance [5][6]

分组1 - Kilroy Realty (KRC) reported quarterly funds from operations (FFO) of $1.13 per share, exceeding the Zacks Consensus Estimate of $1.01 per share, and showing an increase from $1.1 per share a year ago, resulting in an FFO surprise of +11.88% [1] - The company achieved revenues of $289.89 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.52%, compared to $280.73 million in the same quarter last year [2] - Over the last four quarters, Kilroy Realty has exceeded consensus FFO estimates three times and topped consensus revenue estimates three times as well [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 8.6% [3] - The current consensus FFO estimate for the upcoming quarter is $1.00 on revenues of $270.62 million, and for the current fiscal year, it is $3.96 on revenues of $1.08 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

分组1 - Brixmor Property (BRX) reported quarterly funds from operations (FFO) of $0.56 per share, exceeding the Zacks Consensus Estimate of $0.55 per share, and up from $0.54 per share a year ago, representing an FFO surprise of +1.82% [1] - The company achieved revenues of $339.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.01%, compared to $315.69 million in the same quarter last year [2] - Brixmor has outperformed consensus revenue estimates three times over the last four quarters [2] 分组2 - The stock has underperformed the market, losing about 7.9% since the beginning of the year, while the S&P 500 gained 8.6% [3] - The future performance of Brixmor's stock will depend on management's commentary on the earnings call and the company's FFO outlook [4][6] - The current consensus FFO estimate for the coming quarter is $0.56 on revenues of $335.27 million, and for the current fiscal year, it is $2.22 on revenues of $1.35 billion [7] 分组3 - The REIT and Equity Trust - Retail industry, to which Brixmor belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - EPR Properties, another company in the same industry, is expected to report quarterly earnings of $1.25 per share, reflecting a year-over-year change of +4.2% [9] - EPR Properties' revenues are anticipated to be $147.86 million, up 1.9% from the year-ago quarter [10]

Core Insights - Crown Castle (CCI) reported quarterly funds from operations (FFO) of $1.02 per share, exceeding the Zacks Consensus Estimate of $1 per share, but down from $1.62 per share a year ago, indicating a FFO surprise of +2.00% [1] - The company generated revenues of $1.06 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.14%, compared to $1.63 billion in the same quarter last year [2] - Crown Castle's shares have increased approximately 21.5% year-to-date, outperforming the S&P 500's gain of 7.3% [3] Financial Performance - Over the last four quarters, Crown Castle has exceeded consensus FFO estimates three times and topped consensus revenue estimates four times [2] - The current consensus FFO estimate for the upcoming quarter is $1.04 on revenues of $1.06 billion, while the estimate for the current fiscal year is $4.18 on revenues of $4.22 billion [7] Market Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - The estimate revisions trend for Crown Castle 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] - The REIT and Equity Trust - Other industry is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

分组1 - Prologis reported quarterly funds from operations (FFO) of $1.46 per share, exceeding the Zacks Consensus Estimate of $1.41 per share, and up from $1.34 per share a year ago, representing an FFO surprise of +3.55% [1][2] - The company achieved revenues of $2.03 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.35%, compared to $1.85 billion in the same quarter last year [2] - Prologis has outperformed consensus FFO estimates in all four quarters over the past year and has topped revenue estimates twice in the same period [2] 分组2 - The stock has increased approximately 2.8% since the beginning of the year, while the S&P 500 has gained 6.2% [3] - The current consensus FFO estimate for the upcoming quarter is $1.43 on revenues of $2.03 billion, and for the current fiscal year, it is $5.70 on revenues of $8.09 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 38% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Company Overview - Semtech's shares have increased by approximately 20.2% over the past month, outperforming the S&P 500 index [1] - The consensus estimate for Semtech has shifted upward by 26.11% in the past month, indicating positive revisions [2] Performance Metrics - Semtech currently holds a Growth Score of A, but has a low Momentum Score of D and a Value Score of D, placing it in the bottom 40% for value investment strategy [3] - The overall VGM Score for Semtech is B, which is a composite score that investors should consider if not focused on a single strategy [3] Future Outlook - The upward trend in estimates suggests a promising outlook for Semtech, leading to a Zacks Rank of 2 (Buy), indicating expectations for above-average returns in the coming months [4] Industry Comparison - Semtech is part of the Zacks Semiconductor - Analog and Mixed industry, where Analog Devices (ADI) has gained 8.8% over the past month [5] - Analog Devices reported revenues of $2.64 billion for the last quarter, reflecting a year-over-year increase of 22.3%, with EPS rising from $1.40 to $1.85 [5] - For the current quarter, Analog Devices is expected to post earnings of $1.92 per share, representing a year-over-year change of 21.5% [6]

Core Viewpoint - The article emphasizes the importance of value investing and highlights HudBay Minerals (HBM) as a strong value stock opportunity based on its Zacks Rank and valuation metrics [2][5]. Valuation Metrics - HudBay Minerals (HBM) has a Zacks Rank of 2 (Buy) and an A grade for Value, indicating it is among the best value stocks currently available [2]. - HBM's PEG ratio is 0.28, which is lower than the industry average of 0.36, suggesting it may be undervalued relative to its expected earnings growth [3]. - The P/S ratio for HBM is 1.89, significantly lower than the industry average of 3.07, reinforcing the notion that HBM is undervalued [4]. Earnings Outlook - The strong earnings outlook for HBM, combined with its favorable valuation metrics, positions it as an impressive value stock at the moment [5].

Core Viewpoint - Zillow's shares have increased by approximately 2.8% over the past month, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1] Estimates Movement - Estimates for Zillow have trended downward over the past month, with the consensus estimate shifting by -74.42% [2] VGM Scores - Zillow currently holds a Growth Score of B, but has a low Momentum Score of F and a Value Score of F, resulting in an overall VGM Score of D, indicating underperformance across investment strategies [3] Outlook - The downward trend in estimates suggests a negative outlook for Zillow, reflected in its Zacks Rank of 4 (Sell), indicating expectations of below-average returns in the coming months [4] Industry Performance - Zillow is part of the Zacks Internet - Services industry, where Alphabet (GOOGL) has seen a 9% increase in shares over the past month, reporting revenues of $76.49 billion with a year-over-year growth of +13.2% [5] - Alphabet's expected earnings for the current quarter are $2.12 per share, reflecting a year-over-year change of +12.2%, with a Zacks Rank of 3 (Hold) and a VGM Score of A [6]