分组1 - MSC Industrial reported quarterly earnings of $1.08 per share, exceeding the Zacks Consensus Estimate of $1.03 per share, but down from $1.33 per share a year ago, representing an earnings surprise of +4.85% [1] - The company posted revenues of $971.15 million for the quarter, surpassing the Zacks Consensus Estimate by 0.10%, but down from $979.35 million year-over-year [2] - MSC Industrial has outperformed the S&P 500 with a share price increase of about 13.8% since the beginning of the year, compared to the S&P 500's gain of 5.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.93 on revenues of $946.5 million, and for the current fiscal year, it is $3.55 on revenues of $3.74 billion [7] - The Industrial Services industry, to which MSC Industrial belongs, is currently ranked in the top 31% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Viewpoint - Progress Software (PRGS) reported quarterly earnings of $1.4 per share, exceeding the Zacks Consensus Estimate of $1.3 per share, and showing an increase from $1.09 per share a year ago, representing an earnings surprise of +7.69% [1][2] Financial Performance - The company posted revenues of $237.36 million for the quarter ended May 2025, which was slightly below the Zacks Consensus Estimate by 0.21%, but an increase from $175.08 million year-over-year [2] - Over the last four quarters, Progress Software has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Progress Software shares have declined approximately 2.1% since the beginning of the year, while the S&P 500 has gained 5% [3] - The current Zacks Rank for Progress Software 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 $1.31 on revenues of $240.16 million, and for the current fiscal year, it is $5.28 on revenues of $964.97 million [7] - The estimate revisions trend for Progress Software was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Computer - Software industry, to which Progress Software belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Commvault Systems (CVLT), another company in the same industry, is expected to report quarterly earnings of $0.97 per share, reflecting a year-over-year change of +14.1% [9]

Core Insights - Bumble Inc. (BMBL) shows potential as a strong portfolio addition due to significant revisions in earnings estimates [1] - The upward trend in earnings estimate revisions reflects growing analyst optimism, which is likely to influence stock price positively [2] Earnings Estimate Revisions - Current-quarter earnings estimate is $0.31 per share, representing a +40.91% change from the previous year [5] - The Zacks Consensus Estimate for the current quarter has increased by 7.42% over the last 30 days, with two estimates raised and no negative revisions [5] - For the full year, the earnings estimate is $0.91 per share, indicating a +119.74% change from the year-ago figure [6] - The consensus estimate for the current year has risen by 6.76% due to two upward revisions and no negative changes [7] Zacks Rank and Performance - Bumble currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and potential for outperformance [8] - Historically, Zacks 1 (Strong Buy) and 2 (Buy) stocks have significantly outperformed the S&P 500 [8] Investment Outlook - Strong estimate revisions have led to a 14.8% increase in Bumble's stock price over the past four weeks, suggesting further upside potential [9] - Investors may consider adding Bumble to their portfolios based on the positive earnings outlook [9]

Core Viewpoint - Sierra Bancorp (BSRR) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on a company's changing earnings picture, which is crucial for predicting near-term stock price movements [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade for Sierra Bancorp indicates a positive outlook for its earnings, suggesting potential buying pressure and an increase in stock price [3][5]. - Analysts have raised their earnings estimates for Sierra Bancorp, with the Zacks Consensus Estimate increasing by 2.3% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong track record of performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Sierra Bancorp's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Eagle Bancorp Montana, Inc. (EBMT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and followi ...

Lindsay (LNN) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power ...

Heineken NV (HEINY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a chang ...

Core Viewpoint - Fox (FOXA) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors often adjust their valuations based on changes in earnings estimates, leading to significant stock price movements [4]. Recent Performance and Outlook - Fox is projected to earn $4.52 per share for the fiscal year ending June 2025, with no year-over-year change, but analysts have raised their estimates by 2.6% over the past three months [8]. - The upgrade reflects an improvement in Fox's underlying business, which is expected to drive the stock price higher as investors recognize this trend [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Fox's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [9][10].

Core Viewpoint - LiveRamp (RAMP) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2]. - A strong correlation exists between earnings estimate revisions and near-term stock price movements, making the Zacks rating system valuable for investors [4][6]. Institutional Investor Influence - Institutional investors utilize earnings estimates to determine the fair value of a company's shares, impacting stock price movements through their buying or selling actions [4]. LiveRamp's Earnings Outlook - For the fiscal year ending March 2026, LiveRamp is expected to earn $2.28 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 27.1% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - LiveRamp's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting potential for higher stock prices in the near term [10].

Core Viewpoint - National Grid (NGG) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on an upward trend in earnings estimates, which significantly influences stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is effective for individual investors as it focuses on earnings estimate revisions, which are strongly correlated with near-term stock price movements [2][3]. - Institutional investors rely on earnings estimates to determine the fair value of stocks, leading to significant price movements based on their buying or selling actions [3]. Business Improvement Indicators - The upgrade in earnings estimates for National Grid suggests an improvement in the company's underlying business, which should encourage investors to drive the stock price higher [4]. - Over the past three months, the Zacks Consensus Estimate for National Grid has increased by 5.6%, reflecting analysts' positive revisions [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - National Grid's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].