Core Viewpoint - VAREX IMAGING (VREX) is positioned as a strong investment opportunity due to significant revisions in earnings estimates, indicating an improving earnings outlook [1][2]. Earnings Estimate Revisions - Analysts have shown growing optimism regarding VAREX IMAGING's earnings prospects, leading to a rising trend in estimate revisions, which is expected to positively impact the stock price [2]. - The current-quarter earnings estimate is projected at $0.14 per share, reflecting a year-over-year decline of 26.3%. However, the Zacks Consensus Estimate has increased by 75% over the last 30 days, with one estimate rising and no negative revisions [5]. - For the full year, the earnings estimate stands at $0.55 per share, with a year-over-year change of 0.0%. The consensus estimate has increased by 30.95% due to one upward revision and no negative changes [6][7]. Zacks Rank and Performance - VAREX IMAGING has achieved a Zacks Rank of 2 (Buy), indicating favorable estimate revisions that suggest strong potential for outperformance compared to the S&P 500 [8]. - Historically, stocks with a Zacks Rank of 1 (Strong Buy) and 2 (Buy) have significantly outperformed the S&P 500, with Zacks 1 stocks generating an average annual return of +25% since 2008 [3][8]. Recent Stock Performance - VAREX IMAGING shares have increased by 23.2% over the past four weeks, reflecting investor confidence in the company's earnings growth prospects [9].

Group 1 - On Holding (ONON) reported a quarterly loss of $0.11 per share, which was better than the Zacks Consensus Estimate of $0.24, and a decline from earnings of $0.16 per share a year ago, resulting in an earnings surprise of -145.83% [1] - The company posted revenues of $907.78 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.69%, and showing a significant increase from year-ago revenues of $627.66 million [2] - Over the last four quarters, On Holding has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Group 2 - On Holding shares have declined approximately 16.5% since the beginning of the year, contrasting with the S&P 500's gain of 8.4% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $925.96 million, and for the current fiscal year, it is $1.12 on revenues of $3.53 billion [7] Group 3 - The Zacks Industry Rank indicates that the Retail - Apparel and Shoes sector is currently in the bottom 42% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - The estimate revisions trend for On Holding was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Viewpoint - iHeartMedia reported a quarterly loss of $0.54 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.28, indicating a significant earnings surprise of -92.86% [1] Financial Performance - The company posted revenues of $933.65 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.58% and showing a slight increase from $929.09 million in the same quarter last year [2] - Over the last four quarters, iHeartMedia has exceeded consensus revenue estimates three times, but has only surpassed EPS estimates once [2] Stock Performance - iHeartMedia shares have declined approximately 19.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The stock currently holds a Zacks Rank of 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $966.8 million, while the estimate for the current fiscal year is -$1.80 on revenues of $3.74 billion [7] - The trend of estimate revisions for iHeartMedia has been unfavorable leading up to the earnings release, which may impact future stock movements [6] Industry Context - The Broadcast Radio and Television industry, to which iHeartMedia belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8]

Core Insights - MeridianLink (MLNK) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and up from $0.04 per share a year ago [1][2] - The company achieved revenues of $84.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.62% and increasing from $78.68 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +44.44%, following a previous quarter where the company reported earnings of $0.09 against an expectation of $0.11, resulting in a surprise of -18.18% [2] - Over the last four quarters, MeridianLink has surpassed consensus EPS estimates two times [2] Revenue Insights - MeridianLink has topped consensus revenue estimates four times over the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $83.25 million, and for the current fiscal year, it is $0.35 on revenues of $329.49 million [8] Market Performance - MeridianLink shares have declined approximately 23.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Technology Services industry, to which MeridianLink belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Core Viewpoint - PennantPark (PFLT) reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.28 per share, and showing a decline from $0.31 per share a year ago, indicating a -10.71% earnings surprise [1] Financial Performance - The company posted revenues of $63.5 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.59%, compared to $48.51 million in the same quarter last year [2] - Over the last four quarters, PennantPark has surpassed consensus EPS estimates only once and topped consensus revenue estimates two times [2] Stock Performance - PennantPark shares have declined approximately 3.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current Zacks Rank for PennantPark is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $66.19 million, and for the current fiscal year, it is $1.18 on revenues of $260.33 million [7] - The trend of estimate revisions for PennantPark was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Financial - Investment Management industry, to which PennantPark belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

分组1 - PennantPark reported quarterly earnings of $0.18 per share, matching the Zacks Consensus Estimate, but down from $0.24 per share a year ago [1] - The company posted revenues of $29.56 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.3% and down from $37 million year-over-year [2] - Over the last four quarters, PennantPark has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2][6] 分组2 - The stock has gained approximately 2.7% since the beginning of the year, compared to the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $29.71 million, and for the current fiscal year, it is $0.74 on revenues of $124.23 million [7] - The Financial - SBIC & Commercial Industry is currently in the bottom 32% of Zacks industries, indicating potential challenges for stocks in this sector [8]

Core Insights - PubMatic, Inc. reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +150.00% [1] - The company achieved revenues of $71.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.18% and increasing from $67.27 million year-over-year [2] - PubMatic has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $71.6 million, and for the current fiscal year, it is $0.42 on revenues of $294.78 million [7] - The estimate revisions trend for PubMatic was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which PubMatic belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - ACV Auctions Inc. reported quarterly earnings of $0.07 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.02 per share a year ago [1] - The company posted revenues of $193.7 million for the quarter ended June 2025, which was 1.22% below the Zacks Consensus Estimate, but up from $160.62 million year-over-year [2] - The stock has underperformed, losing approximately 36.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] Earnings Performance - The company has surpassed consensus EPS estimates two times over the last four quarters [1] - ACV Auctions has topped consensus revenue estimates three times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.08, with expected revenues of $204.91 million, and for the current fiscal year, the estimate is $0.24 on revenues of $775.69 million [7] Market Outlook - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] - The industry, Auction and Valuation Services, is ranked in the bottom 16% of over 250 Zacks industries, suggesting a challenging environment for the stock [8] - The correlation between near-term stock movements and earnings estimate revisions is emphasized, indicating that investors should monitor these revisions closely [5]

Group 1 - Compass Minerals reported a quarterly loss of $0.39 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.13, but an improvement from a loss of $1.01 per share a year ago, indicating a significant earnings surprise of -200.00% [1] - The company posted revenues of $214.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.89% and showing an increase from $202.9 million in the same quarter last year [2] - Compass has outperformed the S&P 500, with its shares gaining about 90.6% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] Group 2 - The earnings outlook for Compass is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Compass was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $212.26 million, and for the current fiscal year, it is -$0.40 on revenues of $1.23 billion [7] Group 3 - The Chemical - Diversified industry, to which Compass belongs, is currently in the bottom 9% of over 250 Zacks industries, suggesting that the industry outlook could materially impact the stock's performance [8]

Core Insights - Viant Technology reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.08 per share a year ago, resulting in an earnings surprise of -10.00% [1] - The company posted revenues of $77.85 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.07%, and significantly up from $41.56 million year-over-year [2] - Viant shares have declined approximately 34.3% year-to-date, contrasting with the S&P 500's gain of 8.6% [3] Earnings Outlook - The future performance of Viant's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $85.1 million, and for the current fiscal year, it is $0.56 on revenues of $331 million [7] Industry Context - The Technology Services industry, to which Viant belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Knightscope, Inc., is expected to report a quarterly loss of $1.09 per share, reflecting a year-over-year change of +56.4%, with revenues projected at $2.82 million, down 11.9% from the previous year [9]