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All You Need to Know About Phreesia (PHR) Rating Upgrade to Buy
ZACKS· 2025-07-15 17:01
Investors might want to bet on Phreesia (PHR) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings pict ...
Marsh & McLennan Q2 Preview: Will Cost Pressures Weigh on Results?
ZACKS· 2025-07-15 16:31
Core Viewpoint - Marsh & McLennan Companies, Inc. (MMC) is expected to report second-quarter 2025 results on July 17, 2025, with earnings estimated at $2.67 per share and revenues at $6.91 billion, reflecting nearly 11% year-over-year growth in both metrics [1][6]. Financial Performance Estimates - Second-quarter earnings estimates have been revised upward, indicating a 10.8% increase from the previous year, while revenue estimates suggest an 11.1% year-over-year growth [2]. - For the full year 2025, the revenue estimate stands at $26.95 billion, representing a 10.2% year-over-year increase, and the earnings per share estimate is $9.58, indicating an 8.9% growth [3]. Historical Performance - MMC has a strong track record of exceeding earnings estimates, having beaten the consensus in each of the last four quarters with an average surprise of 2.6% [3]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for MMC, as it has an Earnings ESP of -0.86% and a Zacks Rank of 3 (Hold) [4]. Revenue Drivers - The projected revenue growth in Q2 is attributed to strong performances in the Risk and Insurance Services and Consulting segments, with significant contributions from Marsh and Guy Carpenter subdivisions [7]. - The Risk and Insurance Services segment is expected to see a revenue increase of 14.7% year-over-year, while the Consulting segment's revenues are projected to grow by 5.6% [8][9]. Expense Considerations - Total operating expenses are anticipated to rise by 7% year-over-year, primarily due to increased compensation and benefits, which may pressure the net margin [10]. - The adjusted net margin is expected to be 18.6%, down from 19.2% in the previous year [10].
Analysts Estimate NVR (NVR) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2025-07-15 15:01
Wall Street expects a year-over-year decline in earnings on lower revenues when NVR (NVR) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lowe ...
Wall Street Analysts Think Exact Sciences (EXAS) Could Surge 26.24%: Read This Before Placing a Bet
ZACKS· 2025-07-15 14:56
Exact Sciences (EXAS) closed the last trading session at $54.3, gaining 1.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $68.55 indicates a 26.2% upside potential.The average comprises 22 short-term price targets ranging from a low of $54.00 to a high of $90.00, with a standard deviation of $7.85. While the lowest estimate indicates a decline of 0.6% from the current price leve ...
Wall Street Analysts Think Astrana Health, Inc. (ASTH) Could Surge 97.29%: Read This Before Placing a Bet
ZACKS· 2025-07-15 14:56
Astrana Health, Inc. (ASTH) closed the last trading session at $25.12, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $49.56 indicates a 97.3% upside potential.The average comprises nine short-term price targets ranging from a low of $36.00 to a high of $70.00, with a standard deviation of $12.39. While the lowest estimate indicates an increase of 43.3% from the curre ...
Wall Street Analysts Believe Hillman Solutions Corp. (HLMN) Could Rally 40.8%: Here's is How to Trade
ZACKS· 2025-07-15 14:56
Shares of Hillman Solutions Corp. (HLMN) have gained 13.1% over the past four weeks to close the last trading session at $7.77, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.94 indicates a potential upside of 40.8%.The mean estimate comprises eight short-term price targets with a standard deviation of $2.54. While the lowest estimate of $8.00 indicates a 3% increase from t ...
Here's Why Guidewire Software (GWRE) is Poised for a Turnaround After Losing 12.4% in 4 Weeks
ZACKS· 2025-07-15 14:35
Group 1 - Guidewire Software (GWRE) has experienced significant selling pressure, resulting in a 12.4% decline in stock price over the past four weeks, but analysts anticipate better earnings than previously predicted [1] - The Relative Strength Index (RSI) for GWRE is currently at 26.61, indicating that the stock is in oversold territory, which may suggest a potential reversal in trend [5] - There has been a strong consensus among sell-side analysts to raise earnings estimates for GWRE, leading to a 10.8% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [6] Group 2 - GWRE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [7]
Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-07-15 14:31
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Advanced Micro Devices (AMD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Advanced Micro curre ...
Should You Invest in Veeva (VEEV) Based on Bullish Wall Street Views?
ZACKS· 2025-07-15 14:31
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Veeva Systems (VEEV) .Veeva currently has an average brokerage recommendation (ABR) of 1.97, on ...
Is Alphabet (GOOG) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-07-15 14:31
Group 1 - The average brokerage recommendation (ABR) for Alphabet Inc. (GOOG) is 1.38, indicating a consensus between Strong Buy and Buy, based on 53 brokerage firms' recommendations [2][5] - Of the 53 recommendations, 41 are classified as Strong Buy, accounting for 77.4%, while 4 are classified as Buy, making up 7.6% of the total [2] - The Zacks Consensus Estimate for Alphabet's earnings has increased by 0.4% over the past month to $9.57, reflecting analysts' growing optimism about the company's earnings prospects [13] Group 2 - The Zacks Rank for Alphabet is 2 (Buy), influenced by the recent change in consensus estimates and other earnings-related factors [14] - The ABR should not be solely relied upon for investment decisions, as brokerage recommendations often exhibit a positive bias due to the vested interests of the firms [5][10] - The Zacks Rank is a more reliable indicator of near-term price performance, driven by earnings estimate revisions, and is updated more frequently than the ABR [8][12]