Company Performance - Oracle's stock increased by 1.24% to $255.67, outperforming the S&P 500, which fell by 0.49% [1] - Over the past month, Oracle shares appreciated by 8.73%, while the Computer and Technology sector gained 3.58% and the S&P 500 gained 0.96% [1] Earnings Forecast - Oracle is expected to report an EPS of $1.47, reflecting a growth of 5.76% year-over-year [2] - Revenue is forecasted to be $15.01 billion, indicating a growth of 12.83% compared to the same quarter last year [2] Annual Estimates - For the annual period, earnings are anticipated to be $6.73 per share, with revenue projected at $66.59 billion, representing increases of 11.61% and 16.02% respectively [3] - Recent analyst estimate revisions for Oracle suggest positive business outlooks, as these changes often reflect short-term business dynamics [3] Valuation Metrics - Oracle has a Forward P/E ratio of 37.52, which is higher than the industry average of 23.97 [5] - The PEG ratio for Oracle is 2.97, compared to the Computer - Software industry's average PEG ratio of 2.25 [6] Industry Ranking - The Computer - Software industry holds a Zacks Industry Rank of 93, placing it in the top 38% of over 250 industries [6] - The Zacks Rank system indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

In the latest close session, Zoom Communications (ZM) was up +1.54% at $72.06. This change outpaced the S&P 500's 1.47% gain on the day. On the other hand, the Dow registered a gain of 1.34%, and the technology-centric Nasdaq increased by 1.95%. Shares of the video-conferencing company witnessed a loss of 9.68% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 3.41%, and the S&P 500's gain of 0.64%.The investment community will be closely monitoring the ...

Core Viewpoint - Dell Technologies is set to report its earnings on August 28, 2025, with expectations of a significant increase in both EPS and revenue compared to the previous year [3][4]. Company Performance - Dell Technologies closed at $130.23, reflecting a daily increase of 2.29%, outperforming the S&P 500's gain of 1.47% [1]. - Over the past month, Dell's shares have appreciated by 1.68%, underperforming the Computer and Technology sector's gain of 3.41% but outperforming the S&P 500's gain of 0.64% [2]. Earnings Forecast - The forecast for Dell's upcoming earnings includes an EPS of $2.28, representing a 20.63% increase year-over-year, and quarterly revenue of $29.21 billion, up 16.72% from the same period last year [3]. - For the full year, the Zacks Consensus Estimates project earnings of $9.45 per share and revenue of $104.02 billion, indicating increases of 16.09% and 8.84% respectively from the prior year [4]. Analyst Estimates - Recent changes in analyst estimates for Dell Technologies are crucial as they reflect the evolving business landscape, with positive adjustments indicating optimism regarding the company's profitability [5]. - The Zacks Rank system currently rates Dell Technologies at 3 (Hold), with a recent downward shift of 0.1% in the EPS estimate over the past month [7]. Valuation Metrics - Dell Technologies has a Forward P/E ratio of 13.47, which is higher than the industry average of 12.11, suggesting it is trading at a premium [8]. - The company holds a PEG ratio of 0.94, compared to the industry average PEG ratio of 1.46, indicating a favorable growth expectation relative to its valuation [9]. Industry Context - The Computer - Micro Computers industry, part of the broader Computer and Technology sector, holds a Zacks Industry Rank of 96, placing it in the top 39% of over 250 industries [10].

Company Performance - Pure Storage (PSTG) ended the recent trading session at $54.51, demonstrating a -8.42% change from the preceding day's closing price, underperforming compared to the S&P 500's daily loss of 1.6% [1] - Shares of Pure Storage had gained 4.55% in the past month, while the Computer and Technology sector gained 4.45% and the S&P 500 gained 2.25% during the same period [1] Earnings Forecast - The upcoming earnings report for Pure Storage is anticipated to show an EPS of $0.4, reflecting a 9.09% decrease from the same quarter last year, with a forecasted quarterly revenue of $845.76 million, up 10.74% from the year-ago period [2] - For the annual period, the Zacks Consensus Estimates predict earnings of $1.82 per share and revenue of $3.52 billion, indicating increases of +7.69% and +11.01% respectively from the previous year [3] Analyst Estimates and Rankings - Recent adjustments to analyst estimates for Pure Storage are crucial, as upward revisions indicate analysts' positive outlook on the company's operations and profit generation capabilities [3] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently places Pure Storage at 3 (Hold), with the Zacks Consensus EPS estimate having moved 0.39% lower over the last 30 days [5] Valuation Metrics - Pure Storage is trading at a Forward P/E ratio of 32.74, which is a premium compared to the industry average Forward P/E of 13.47 [6] - The company has a PEG ratio of 1.76, which is lower than the industry average PEG ratio of 2.14, indicating a more favorable valuation relative to expected earnings growth [6] Industry Context - The Computer-Storage Devices industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 42, placing it within the top 18% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive strength of the industry [7]

Company Performance - SharkNinja, Inc. (SN) closed at $112.29, reflecting a -3.28% change from the previous day, underperforming the S&P 500's 1.6% loss [1] - The company's stock has increased by 8.26% over the past month, outperforming the Retail-Wholesale sector's gain of 2.64% and the S&P 500's gain of 2.25% [1] Upcoming Earnings - SharkNinja, Inc. is set to release its earnings report on August 7, 2025, with an expected EPS of $0.78, indicating a 9.86% growth year-over-year [2] - The consensus estimate for revenue is $1.37 billion, reflecting a 9.34% increase compared to the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $4.99 per share and revenue of $6.24 billion for the year, representing increases of +14.19% and +12.78% respectively compared to the previous year [3] - Recent analyst estimate revisions indicate a positive outlook for SharkNinja, Inc. [3] Valuation Metrics - SharkNinja, Inc. has a Forward P/E ratio of 23.26, which is a premium compared to its industry's Forward P/E of 14.71 [5] - The company currently has a PEG ratio of 2.08, which is lower than the Retail - Miscellaneous industry's average PEG ratio of 2.93 [6] Industry Ranking - The Retail - Miscellaneous industry, which includes SharkNinja, has a Zacks Industry Rank of 169, placing it in the bottom 32% of over 250 industries [6] - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

In the latest close session, AppLovin (APP) was down 2.95% at $379.17. This change lagged the S&P 500's daily loss of 1.6%. Elsewhere, the Dow saw a downswing of 1.23%, while the tech-heavy Nasdaq depreciated by 2.24%. Shares of the mobile app technology company have appreciated by 14.36% over the course of the past month, outperforming the Business Services sector's loss of 1.38%, and the S&P 500's gain of 2.25%.The investment community will be paying close attention to the earnings performance of AppLovin ...

Company Overview - Brinker International (EAT) closed at $157.60, experiencing a -5% change from the previous day, which is less than the S&P 500's daily loss of 0.37% [1] - The company's stock has seen an 8.72% decline over the past month, underperforming the Retail-Wholesale sector's gain of 2.03% and the S&P 500's gain of 2.68% [1] Earnings Expectations - The upcoming earnings report is expected on August 13, 2025, with an anticipated EPS of $2.43, representing a 50.93% increase compared to the same quarter last year [2] - Revenue is projected to be $1.43 billion, reflecting an 18.56% increase from the prior-year quarter [2] Full Year Projections - For the full year, analysts expect earnings of $8.84 per share and revenue of $5.35 billion, indicating a +115.61% change in earnings and no change in revenue compared to last year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts are crucial as they often indicate changes in short-term business dynamics, with upward revisions suggesting positive sentiment towards the company's operations [4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Brinker International as 3 (Hold) [6] - Over the past month, the Zacks Consensus EPS estimate has increased by 1.39% [6] Valuation Metrics - Brinker International has a Forward P/E ratio of 16.98, which is below the industry average Forward P/E of 19.39 [7] - The company's PEG ratio stands at 0.39, significantly lower than the Retail - Restaurants industry's average PEG ratio of 2.51 [7] Industry Context - The Retail - Restaurants industry is part of the Retail-Wholesale sector and currently holds a Zacks Industry Rank of 158, placing it in the bottom 37% of over 250 industries [8] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - CrowdStrike Holdings (CRWD) closed at $454.57, reflecting a -1.85% change from the previous day's closing price, underperforming the S&P 500 which lost 0.37% [1] - Over the past month, CRWD shares declined by 6.64%, lagging behind the Computer and Technology sector's gain of 4.58% and the S&P 500's gain of 2.68% [2] Earnings Forecast - The upcoming earnings disclosure is anticipated to show an EPS of $0.83, indicating a 20.19% decline year-over-year, while revenue is expected to reach $1.15 billion, marking a 19.22% increase compared to the same quarter last year [3] - For the annual period, Zacks Consensus Estimates project earnings of $3.5 per share and revenue of $4.78 billion, reflecting shifts of -10.94% and +20.86% respectively from the previous year [4] Analyst Estimates and Stock Ratings - Recent adjustments to analyst estimates for CrowdStrike Holdings are crucial as they often indicate changing near-term business trends, with positive revisions seen as favorable for the business outlook [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates CrowdStrike Holdings as 3 (Hold), with the EPS estimate remaining stagnant over the past month [6] Valuation Metrics - CrowdStrike Holdings has a Forward P/E ratio of 132.2, which is a premium compared to the industry average Forward P/E of 73.13 [7] - The company also has a PEG ratio of 5.83, significantly higher than the Security industry's average PEG ratio of 3.06 [7] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 42, placing it in the top 18% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - UiPath (PATH) closed at $11.77, reflecting a -2.04% change from the previous day, which is less than the S&P 500's daily loss of 0.37% [1] - Over the past month, shares of UiPath have decreased by 6.54%, underperforming the Computer and Technology sector's gain of 4.58% and the S&P 500's gain of 2.68% [1] Upcoming Financial Results - The upcoming EPS for UiPath is projected at $0.08, indicating a 100.00% increase compared to the same quarter of the previous year [2] - Revenue is anticipated to be $347.82 million, representing a 9.98% increase from the same quarter last year [2] Full Year Estimates - Analysts expect earnings of $0.56 per share and revenue of $1.55 billion for the full year, marking changes of +5.66% and +8.49% respectively from last year [3] Analyst Estimates and Stock Performance - Recent modifications to analyst estimates for UiPath reflect shifting short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's operations [4] - Adjustments in estimates are correlated with imminent stock price performance, and the Zacks Rank system is designed to leverage this relationship [5] Zacks Rank and Valuation - UiPath currently holds a Zacks Rank of 1 (Strong Buy), with an impressive track record of outperformance for 1 stocks generating an average annual return of +25% since 1988 [6] - The Forward P/E ratio for UiPath is 21.59, which is a discount compared to the industry average of 28.48 [7] PEG Ratio and Industry Ranking - UiPath has a PEG ratio of 1.17, which is significantly lower than the Internet - Software industry's average PEG ratio of 2.18 [8] - The Internet - Software industry ranks in the top 30% of all industries, with a current Zacks Industry Rank of 73 [9]

Company Performance - Toll Brothers (TOL) closed at $119.45, down 2.78% from the previous trading session, underperforming the S&P 500 which lost 0.13% [1] - Over the past month, shares of Toll Brothers appreciated by 4.14%, underperforming the Construction sector's gain of 6.66% but outperforming the S&P 500's gain of 3.39% [1] Earnings Estimates - The upcoming EPS for Toll Brothers is projected at $3.59, indicating a 0.28% decline compared to the same quarter last year, while revenue is expected to be $2.85 billion, reflecting a 4.56% increase year-over-year [2] - For the full year, earnings are projected at $13.95 per share and revenue at $10.93 billion, showing changes of -7.06% and +0.75% respectively from the previous year [3] Analyst Estimates and Rankings - Recent changes to analyst estimates for Toll Brothers are important as they reflect short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Toll Brothers at 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the past month [6] Valuation Metrics - Toll Brothers is trading at a Forward P/E ratio of 8.81, which is below the industry average Forward P/E of 10.22, indicating a valuation discount [7] - The company has a PEG ratio of 1.28, compared to the Building Products - Home Builders industry average PEG ratio of 2.24 [7] Industry Context - The Building Products - Home Builders industry is part of the Construction sector and currently holds a Zacks Industry Rank of 216, placing it in the bottom 13% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]