Company Performance - Zoom Communications closed at $90.64, with a +2.15% increase from the previous day, outperforming the S&P 500 which fell by 0.51% [1] - Over the past month, Zoom's shares appreciated by 3.46%, while the Computer and Technology sector experienced a loss of 0.27% and the S&P 500 gained 0.93% [1] Upcoming Earnings - Zoom is set to release its earnings on February 25, 2026, with analysts expecting earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% [2] - Revenue is anticipated to be $1.23 billion, indicating a 4.08% increase compared to the same quarter last year [2] Annual Forecast - The Zacks Consensus Estimates predict earnings of $5.96 per share and revenue of $4.85 billion for the entire year, showing changes of +7.58% in earnings and 0% in revenue compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Zoom are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting analyst optimism about profitability [3] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 14.94, which is lower than the industry average of 20.67 [6] - The company has a PEG ratio of 5.21, compared to the Internet - Software industry's average PEG ratio of 1.17 [6] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Guy, what's your quick take on this >> big numbers. I mean, and the capex guide is clearly not scaring anybody. I'm sure Nvidia's hires.Well, here's my quick take. It is a very strong quarter and you know, I guess the rumors of the death of Google six, seven months ago were obviously exaggerated. >> Greatly exaggerated.But the problem I think now is back then you can make a very compelling valuation case. Now, not as much. So at 31 timesish, I I'm not saying you got to get out of Google here, but I think yo ...

Core Viewpoint - Insteel Industries (IIIN) is currently viewed as a better value opportunity compared to Carpenter Technology (CRS) based on various valuation metrics and earnings outlooks [1]. Group 1: Zacks Rank and Earnings Outlook - Both IIIN and CRS have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions for both companies [3]. - The improving earnings outlook for both stocks provides a level of comfort for investors [3]. Group 2: Valuation Metrics - IIIN has a forward P/E ratio of 11.56, significantly lower than CRS's forward P/E of 33.21 [5]. - The PEG ratio for IIIN is 0.96, while CRS has a PEG ratio of 1.34, suggesting that IIIN may offer better value relative to its expected earnings growth [5]. - IIIN's P/B ratio stands at 1.9, compared to CRS's P/B of 8.5, further indicating that IIIN is undervalued [6]. - Based on these valuation figures, IIIN earns a Value grade of B, while CRS receives a Value grade of D [6].

Core Viewpoint - Equinix (EQIX) is set to report its earnings on February 11, 2026, with projected earnings per share (EPS) of $9.07, reflecting a 14.52% increase year-over-year, and revenue expected to be $2.47 billion, indicating a 9.18% growth compared to the same quarter last year [2]. Group 1: Earnings and Revenue Projections - The Zacks Consensus Estimates suggest full-year earnings of $38.48 per share and revenue of $9.26 billion, marking changes of +9.88% and 0% from the previous year [3]. - Recent analyst revisions indicate a positive outlook for Equinix, reflecting optimism about the company's business and profitability [3]. Group 2: Stock Performance and Valuation - Equinix's stock closed at $810.38, down 1.29% from the previous session, while it has gained 7.44% prior to this trading day, outperforming the Finance sector's loss of 0.18% and the S&P 500's gain of 0.74% [1]. - The company currently trades at a Forward P/E ratio of 20.21, which is a premium compared to the industry average Forward P/E of 13.64 [6]. - Equinix has a PEG ratio of 1.14, which is lower than the average PEG ratio of 2.72 for the REIT and Equity Trust - Retail industry [7]. Group 3: Industry Context - The REIT and Equity Trust - Retail industry, part of the Finance sector, holds a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [8].

Duolingo, Inc. (DUOL) ended the recent trading session at $131.93, demonstrating a -1.59% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.54%. Meanwhile, the Dow gained 1.05%, and the Nasdaq, a tech-heavy index, added 0.56%. Shares of the company have depreciated by 24.04% over the course of the past month, underperforming the Business Services sector's loss of 6.48%, and the S&P 500's gain of 0.74%.The investment community will be closely monito ...

Core Viewpoint - Wix.com (WIX) has experienced a significant decline in stock price, underperforming compared to major indices, and is facing a challenging earnings outlook with a predicted decline in EPS for the upcoming quarter [1][2][3]. Company Performance - Wix.com ended the recent trading session at $86.83, reflecting a -3.49% change from the previous day's closing price [1]. - Over the past month, shares of Wix.com have lost 13.4%, while the Computer and Technology sector gained 1.51% and the S&P 500 gained 0.89% [2]. - The upcoming financial results are expected to show an EPS of $1.36, indicating a 29.53% decline compared to the same quarter last year, with revenue projected at $528.03 million, up 14.68% from the prior-year quarter [3]. Annual Estimates - For the annual period, the Zacks Consensus Estimates anticipate earnings of $6.76 per share and revenue of $2 billion, reflecting shifts of +5.79% and 0%, respectively, from the last year [4]. - Recent changes to analyst estimates for Wix.com indicate a dynamic business outlook, with positive revisions suggesting optimism [4]. Valuation Metrics - Wix.com is currently trading with a Forward P/E ratio of 13.81, which is lower than the industry average of 17.04, suggesting it is trading at a discount [7]. - The company has a PEG ratio of 0.74, compared to the industry average PEG ratio of 1.35, indicating a favorable valuation relative to expected earnings growth [8]. Industry Context - The Computers - IT Services industry, which includes Wix.com, holds a Zacks Industry Rank of 88, placing it in the top 36% of over 250 industries [8]. - The Zacks Rank system, which evaluates stocks based on estimate changes, currently ranks Wix.com at 4 (Sell), indicating a less favorable outlook compared to higher-ranked stocks [6].

Company Performance - Lululemon (LULU) closed at $174.50, reflecting a +1.14% change from the previous day, outperforming the S&P 500, which lost 0.43% [1] - Over the last month, Lululemon's shares decreased by 16.97%, underperforming the Consumer Discretionary sector's loss of 3.62% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated, with projected earnings per share (EPS) of $4.74, indicating a 22.8% decrease from the same quarter last year [2] - Quarterly revenue is estimated at $3.6 billion, down 0.24% from the previous year [2] Annual Estimates - For the annual period, earnings are expected to be $13.06 per share, reflecting a -10.79% change from last year, while revenue is projected at $11.08 billion, signifying a +4.61% increase [3] Analyst Revisions - Recent changes to analyst estimates for Lululemon indicate short-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Performance - Lululemon currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] Valuation Metrics - Lululemon is trading with a Forward P/E ratio of 13.21, which is lower than the industry average of 16.31, suggesting it is trading at a discount [6] - The company has a PEG ratio of 10.65, compared to the industry average PEG ratio of 2.21 [6] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 59, placing it in the top 25% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

Company Performance - Chubb's stock closed at $309.56, reflecting a +1.11% change from the previous day's closing price, outperforming the S&P 500's 0.43% loss [1] - Over the past month, Chubb's shares have decreased by 1.91%, while the Finance sector gained 0.35% and the S&P 500 increased by 0.89% [1] Upcoming Earnings - Chubb is set to release its earnings report on February 3, 2026, with projected EPS of $6.51, indicating an 8.14% increase year-over-year [2] - Revenue is expected to reach $15.09 billion, reflecting a 5.59% growth compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $23.83 per share, showing a +5.86% change from the previous year, while revenue is estimated at $59.62 billion, indicating no growth [3] Analyst Estimates and Ratings - Recent adjustments to analyst estimates for Chubb indicate a positive outlook on the company's operations and profit generation [3] - The Zacks Rank system, which evaluates estimate changes, currently ranks Chubb at 3 (Hold) [5] Valuation Metrics - Chubb has a Forward P/E ratio of 11.71, which is higher than the industry average of 10.24, suggesting it is trading at a premium [6] - The company has a PEG ratio of 1.95, compared to the industry average of 1.67, indicating a higher valuation relative to expected earnings growth [7] Industry Context - The Insurance - Property and Casualty industry, part of the Finance sector, holds a Zacks Industry Rank of 154, placing it in the bottom 38% of over 250 industries [8]

Company Performance - Agnico Eagle Mines (AEM) closed at $190.50, down 11.61% from the previous trading session, underperforming the S&P 500's loss of 0.43% [1] - Over the past month, AEM shares have increased by 27.12%, while the Basic Materials sector gained 14.45% and the S&P 500 gained 0.89% [1] Upcoming Earnings - The upcoming earnings report for Agnico Eagle Mines is expected on February 12, 2026, with a forecasted EPS of $2.25, representing a 78.57% increase from the same quarter last year [2] - Revenue is projected to be $3 billion, indicating a 35.01% growth compared to the corresponding quarter of the prior year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates predict earnings of $8.07 per share and revenue of $11.55 billion, reflecting a 90.78% increase in earnings and no change in revenue from the previous year [3] Analyst Estimates - Changes in analyst estimates for Agnico Eagle Mines are crucial as they reflect short-term business trends and analysts' confidence in performance [4] - Positive revisions in estimates are associated with potential stock price performance [5] Zacks Rank and Valuation - The Zacks Rank system currently rates Agnico Eagle Mines at 3 (Hold), with a recent 8.02% increase in the consensus EPS estimate over the last 30 days [6] - AEM has a Forward P/E ratio of 20.05, which is a premium compared to its industry's Forward P/E of 13.98, and a PEG ratio of 0.59, while the Mining - Gold industry has an average PEG ratio of 0.49 [7] Industry Overview - The Mining - Gold industry is part of the Basic Materials sector, holding a Zacks Industry Rank of 78, placing it in the top 32% 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]

Group 1 - Newmont Corporation's stock experienced a significant drop of 7.2% after reaching an all-time high of over $134 per share [1][2] - The decline in Newmont's stock price is correlated with fluctuations in gold prices, which recently peaked at $5,615 before falling to $5,080, a decrease of 5.2% [2][3] - UBS raised its price target for Newmont stock by 28% to $160 per share while maintaining a buy rating, indicating confidence in the company's future performance [4] Group 2 - Despite a tripling in stock price over the past year, Newmont's stock is still considered undervalued with a price-to-earnings ratio of less than 20 and a projected earnings growth of 58% annually over the next five years [4][5] - The PEG ratio for Newmont stock stands at 0.34, suggesting it is a cheap investment opportunity [5] - Newmont was not included in the Motley Fool Stock Advisor's list of the 10 best stocks to buy, which may indicate alternative investment opportunities [6]