Company Performance - Analog Devices (ADI) stock closed at $245.15, reflecting a +1.87% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.48% [1] - The stock has increased by 10.17% over the past month, surpassing the Computer and Technology sector's gain of 7.61% and the S&P 500's gain of 5.13% [1] Earnings Projections - The upcoming earnings release for Analog Devices is projected to show earnings per share (EPS) of $1.92, indicating a 21.52% increase from the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $2.76 billion, which represents a 19.18% increase from the year-ago period [2] Full Year Estimates - For the full year, analysts expect earnings of $7.39 per share and revenue of $10.6 billion, marking increases of +15.83% and +12.49%, respectively, from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Analog Devices are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank and Stock Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Analog Devices at 3 (Hold), with a 0.26% increase in the consensus EPS estimate over the last 30 days [6] Valuation Metrics - Analog Devices is trading with a Forward P/E ratio of 32.57, which is a discount compared to its industry's Forward P/E of 39.67 [7] - The PEG ratio for ADI is currently 2.22, slightly below the industry average PEG ratio of 2.24 [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 176, placing it in the bottom 29% of over 250 industries [8]

Core Viewpoint - McKesson's stock performance has lagged behind the broader market, with upcoming earnings expected to show growth in both EPS and revenue compared to the previous year [1][2][3]. Financial Performance - McKesson is scheduled to report earnings on August 6, 2025, with a forecasted EPS of $8.33, reflecting a 5.71% increase year-over-year [2]. - Revenue is projected to be $95.77 billion, indicating a 20.79% increase compared to the same quarter of the previous year [2]. - For the entire fiscal year, earnings are estimated at $37.23 per share and revenue at $405.85 billion, representing increases of 12.65% and 13.03% respectively from the prior year [3]. Analyst Estimates - Recent revisions in analyst estimates suggest confidence in McKesson's business performance and profit potential [3]. - The Zacks Consensus EPS estimate has increased by 0.09% over the past month, and McKesson currently holds a Zacks Rank of 2 (Buy) [5]. Valuation Metrics - McKesson is trading at a Forward P/E ratio of 19.55, which is higher than the industry average of 17.95, indicating a premium valuation [6]. - The company has a PEG ratio of 1.45, compared to the industry average PEG ratio of 1.68, suggesting a favorable growth outlook relative to its valuation [7]. Industry Context - The Medical - Dental Supplies industry, which includes McKesson, has a Zacks Industry Rank of 23, placing it in the top 10% of over 250 industries [8].

In the latest close session, On Holding (ONON) was up +2.85% at $53.70. The stock's performance was ahead of the S&P 500's daily gain of 0.48%. At the same time, the Dow lost 0.02%, and the tech-heavy Nasdaq gained 0.94%. Coming into today, shares of the running-shoe and apparel company had lost 10.8% in the past month. In that same time, the Retail-Wholesale sector gained 3.33%, while the S&P 500 gained 5.13%. Market participants will be closely following the financial results of On Holding in its upcoming ...

Group 1 - Clear Secure's stock closed at $28.61, reflecting a +2.25% increase from the previous day, outperforming the S&P 500's gain of 0.48% [1] - Prior to the latest trading session, Clear Secure's shares had increased by 7.41%, slightly lagging behind the Computer and Technology sector's gain of 7.61% and surpassing the S&P 500's gain of 5.13% [1] Group 2 - The upcoming earnings release is anticipated to show an EPS of $0.23, indicating a 32.35% decrease from the same quarter last year, with revenue expected to be $214.72 million, up 14.98% year-over-year [2] - For the fiscal year, earnings are projected at $0.94 per share, down 47.78% from the previous year, while revenue is expected to reach $878.42 million, reflecting a 14.01% increase [3] Group 3 - Recent estimate revisions are crucial for investors as they indicate near-term business trends, with positive changes suggesting analyst optimism regarding Clear Secure's profitability [3] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Clear Secure at 3 (Hold), with no changes in the EPS estimate over the past month [5] Group 4 - Clear Secure is trading at a Forward P/E ratio of 29.77, which is higher than the industry average of 28.61, indicating a premium valuation [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 47, placing it in the top 20% of over 250 industries [6]

Company Performance - Chubb's stock closed at $280.08, down 3.28% from the previous trading session, underperforming the S&P 500's gain of 0.48% [1] - The stock has decreased by 2.3% over the past month, lagging behind the Finance sector's gain of 3.5% and the S&P 500's gain of 5.13% [1] Upcoming Earnings Report - Chubb is set to release its earnings report on July 22, 2025, with an anticipated EPS of $5.84, reflecting an 8.55% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $14.84 billion, which is a 7.12% increase from the same quarter last year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $21.21 per share and revenue of $59.73 billion, indicating year-over-year changes of -5.78% and +6.24%, respectively [3] - Recent changes to analyst estimates for Chubb are important as they indicate near-term business trends and analyst optimism [3] Valuation Metrics - Chubb currently has a Forward P/E ratio of 13.65, which is a premium compared to the industry average Forward P/E of 12 [5] - The company has a PEG ratio of 3.22, compared to the industry average PEG ratio of 2.73 [6] Industry Context - The Insurance - Property and Casualty industry, part of the Finance sector, holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - VICI Properties Inc. is set to announce its financial results on July 30, 2025, with expectations of growth in both earnings per share (EPS) and revenue compared to the previous year [2][3]. Financial Performance - The company closed the most recent trading day at $32.98, reflecting a daily increase of 1.17%, outperforming the S&P 500's loss of 0.11% [1]. - Over the last month, VICI's shares increased by 2.61%, lagging behind the Finance sector's gain of 3.03% and the S&P 500's gain of 5.17% [1]. - The upcoming earnings report is projected to show an EPS of $0.59, indicating a growth of 3.51% year-over-year, with quarterly revenue expected to reach $995.46 million, up 4.02% from the same period last year [2]. Annual Estimates - For the entire fiscal year, earnings are projected at $2.35 per share and revenue at $3.98 billion, representing increases of 3.98% and 3.5% respectively from the prior year [3]. - Recent changes in analyst estimates indicate a positive outlook for VICI, reflecting analysts' confidence in the company's performance and profit potential [3]. Valuation Metrics - VICI Properties Inc. has a Forward P/E ratio of 13.9, which is higher than the industry average of 11.47, suggesting that the company is trading at a premium [6]. - The company has a PEG ratio of 3.02, compared to the industry average of 2.39, indicating a higher valuation relative to expected earnings growth [7]. Industry Context - The REIT and Equity Trust - Other industry, which includes VICI, has a Zacks Industry Rank of 96, placing it in the top 39% of over 250 industries [7]. - The Zacks Rank system, which assesses stocks based on estimate changes, currently ranks VICI as 2 (Buy), reflecting a positive investment outlook [5].

In the latest close session, American Airlines (AAL) was up +2.67% at $11.52. This change outpaced the S&P 500's 0.11% loss on the day. On the other hand, the Dow registered a gain of 0.91%, and the technology-centric Nasdaq decreased by 0.82%. The world's largest airline's stock has dropped by 1.41% in the past month, falling short of the Transportation sector's gain of 2.26% and the S&P 500's gain of 5.17%.Analysts and investors alike will be keeping a close eye on the performance of American Airlines in ...

Teradyne (TER) ended the recent trading session at $91.92, demonstrating a +2.22% change from the preceding day's closing price. This change outpaced the S&P 500's 0.11% loss on the day. Meanwhile, the Dow gained 0.91%, and the Nasdaq, a tech-heavy index, lost 0.82%. Prior to today's trading, shares of the maker of wireless products, data storage and equipment to test semiconductors had gained 13.12% outpaced the Computer and Technology sector's gain of 8.76% and the S&P 500's gain of 5.17%.The upcoming ear ...

VALE S.A. (VALE) closed at $9.82 in the latest trading session, marking a +1.13% move from the prior day. This change outpaced the S&P 500's 0.11% loss on the day. Meanwhile, the Dow experienced a rise of 0.91%, and the technology-dominated Nasdaq saw a decrease of 0.82%. Shares of the company witnessed a gain of 4.75% over the previous month, beating the performance of the Basic Materials sector with its gain of 3.56%, and underperforming the S&P 500's gain of 5.17%.The upcoming earnings release of VALE S. ...

In the latest close session, Texas Instruments (TXN) was up +1.36% at $210.45. The stock exceeded the S&P 500, which registered a loss of 0.11% for the day. Elsewhere, the Dow gained 0.91%, while the tech-heavy Nasdaq lost 0.82%. The chipmaker's shares have seen an increase of 12.71% over the last month, surpassing the Computer and Technology sector's gain of 8.76% and the S&P 500's gain of 5.17%.Investors will be eagerly watching for the performance of Texas Instruments in its upcoming earnings disclosure. ...