Core Viewpoint - Salesforce.com (CRM) is experiencing a mixed performance in the market, with upcoming earnings expected to show growth in both EPS and revenue compared to the previous year [3][4]. Company Performance - Salesforce.com closed at $255, reflecting a slight decline of -0.05% from the previous day, underperforming against the S&P 500, which gained 1.81% [1] - Over the past month, Salesforce.com shares have decreased by 6.12%, outperforming the Computer and Technology sector's loss of 7.27% and the S&P 500's loss of 6.14% [2]. Earnings Forecast - The upcoming earnings report is anticipated to show an EPS of $2.54, representing a 4.1% increase from the same quarter last year, with projected revenue of $9.74 billion, up 6.61% year-over-year [3]. - For the full year, earnings are projected at $11.13 per share and revenue at $40.78 billion, indicating increases of +9.12% and +7.61% respectively from the previous year [4]. Analyst Estimates - Recent changes in analyst estimates are crucial as they reflect current business trends, with positive revisions indicating confidence in Salesforce.com's performance [4]. - The Zacks Consensus EPS estimate has increased by 0.06% in the past month, and Salesforce.com currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - Salesforce.com is trading at a Forward P/E ratio of 22.92, which is slightly below the industry average of 23.2, suggesting a potential discount [7]. - The company has a PEG ratio of 1.8, compared to the industry average of 2.05, indicating a favorable valuation relative to its projected earnings growth [8]. Industry Context - The Computer - Software industry, which includes Salesforce.com, ranks 87 in the Zacks Industry Rank, placing it in the top 36% of over 250 industries [8]. - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the importance of industry ranking in investment decisions [9].

Company Performance - Lululemon's stock closed at $261.03, reflecting a +1.72% change from the previous trading day's close, which lagged behind the S&P 500's gain of 1.81% [1] - Over the past month, Lululemon shares have decreased by 17.13%, while the Consumer Discretionary sector and the S&P 500 have lost 7.73% and 6.14%, respectively [1] Upcoming Earnings - Lululemon is expected to report earnings of $2.61 per share, representing a year-over-year growth of 2.76%, with projected revenue of $2.35 billion, indicating a 6.58% increase from the same quarter last year [2] - For the entire fiscal year, earnings are estimated at $14.98 per share and revenue at $11.22 billion, reflecting changes of +2.32% and +5.97% from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Lululemon are important as they reflect short-term business trends, with positive revisions indicating analyst optimism regarding the company's profitability [4] - The Zacks Rank system, which considers these estimate changes, currently ranks Lululemon at 3 (Hold), following a 3.53% decline in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - Lululemon has a Forward P/E ratio of 17.13, which is a premium compared to the industry average of 11.27 [7] - The company also has a PEG ratio of 2.15, higher than the industry average PEG ratio of 1.58, indicating a higher expected earnings growth rate relative to its price [7] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 83, placing it in the top 34% 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 - McKesson's stock closed at $679.33, showing a +1.13% change, outperforming the S&P 500's loss of 3.46% [1] - Over the last month, McKesson's shares increased by 4.85%, while the Medical sector and S&P 500 experienced losses of 10.85% and 5.27% respectively [1] Group 2 - McKesson is expected to report earnings of $9.81 per share on May 8, 2025, reflecting a year-over-year growth of 58.74% [2] - The consensus revenue estimate for McKesson is $93.7 billion, indicating a 22.72% growth compared to the same quarter last year [2] Group 3 - Recent revisions to analyst forecasts for McKesson can indicate shifts in short-term business patterns, with positive revisions suggesting a favorable business outlook [3] - The Zacks Rank system, which incorporates estimate changes, provides actionable ratings for stocks [4] Group 4 - McKesson currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate moving 0.26% lower over the last 30 days [5] - The Forward P/E ratio for McKesson is 17.85, which is higher than the industry average of 15.09 [6] - McKesson has a PEG ratio of 1.26, compared to the Medical - Dental Supplies industry's average PEG ratio of 1.55 [6] Group 5 - The Medical - Dental Supplies industry, which includes McKesson, has a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [7] - Industries in the top 50% of the Zacks Rank tend to outperform those in the bottom half by a factor of 2 to 1 [7]

T. Rowe Price (TROW) closed the most recent trading day at $80.27, moving -1.7% from the previous trading session. This change lagged the S&P 500's 1.57% loss on the day. Elsewhere, the Dow saw a downswing of 0.84%, while the tech-heavy Nasdaq depreciated by 2.15%.The financial services firm's stock has dropped by 17.32% in the past month, falling short of the Finance sector's loss of 10.12% and the S&P 500's loss of 12.16%.The investment community will be paying close attention to the earnings performance ...

In the latest market close, Rocket Lab USA, Inc. (RKLB) reached $17.18, with a -1.94% movement compared to the previous day. This change lagged the S&P 500's 1.57% loss on the day. On the other hand, the Dow registered a loss of 0.84%, and the technology-centric Nasdaq decreased by 2.15%.Shares of the company witnessed a gain of 2.34% over the previous month, beating the performance of the Aerospace sector with its loss of 10.45% and the S&P 500's loss of 12.16%.Investors will be eagerly watching for the pe ...

Company Performance - Fiverr International's stock closed at $22.99, reflecting a -1.79% change from the previous day's closing price, underperforming the S&P 500's daily loss of 1.57% [1] - The stock has decreased by 5.45% over the past month, contributing to the Retail-Wholesale sector's decline of 11.13% and the S&P 500's loss of 12.16% [1] Upcoming Earnings Report - The upcoming earnings report is expected to show an EPS of $0.67, which is a 28.85% increase compared to the same quarter last year [2] - Revenue is projected to be $105.8 million, indicating a 13.13% rise from the equivalent quarter last year [2] Annual Forecast - For the entire year, earnings are forecasted at $2.92 per share and revenue at $432.11 million, representing increases of +22.69% and +10.38% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Fiverr International are important as they reflect the evolving business trends [4] - Positive estimate revisions are viewed as a sign of optimism regarding the company's business outlook [4] Zacks Rank and Valuation - Fiverr International currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining steady over the past month [6] - The company is trading at a Forward P/E ratio of 8.02, which is a discount compared to the industry's average Forward P/E of 20.25 [7] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 63, placing it in the top 26% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Netflix (NFLX) closed at $870.40, with a +0.3% change from the previous day, outperforming the S&P 500's loss of 1.57% [1] - The stock has increased by 0.13% over the past month, contrasting with the Consumer Discretionary sector's loss of 13.72% and the S&P 500's loss of 12.16% [1] Upcoming Earnings - Netflix's earnings report is scheduled for April 17, 2025, with projected earnings per share (EPS) of $5.74, an 8.71% increase year-over-year [2] - Revenue is expected to reach $10.54 billion, indicating a 12.49% growth compared to the same quarter last year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $24.58 per share and revenue of $44.47 billion, representing year-over-year changes of +23.95% and +14.03%, respectively [3] Analyst Forecasts - Recent revisions to analyst forecasts for Netflix are crucial as they reflect changing business trends, with upward revisions indicating positive sentiment towards the company's operations [4] Zacks Rank and Valuation - Netflix currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 35.3, which is a premium compared to the industry average of 10.98 [6] - The company has a PEG ratio of 1.8, compared to the Broadcast Radio and Television industry's average PEG ratio of 1.06 [7] Industry Context - The Broadcast Radio and Television industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 85, placing it in the top 35% 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 - Steel Dynamics (STLD) ended the latest trading session at $111.04, reflecting a +1.68% adjustment from the previous day's close, outperforming the S&P 500's daily loss of 0.23% [1] - The stock has experienced a decline of 12.65% over the past month, which is worse than the Basic Materials sector's loss of 8.32% and the S&P 500's loss of 12.13% [1] Upcoming Earnings - The company's earnings report is scheduled for April 22, 2025, with an anticipated EPS of $1.43, representing a 61.04% decrease compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $4.15 billion, down 11.6% from the previous year [2] Full-Year Estimates - Zacks Consensus Estimates project full-year earnings of $9.50 per share and revenue of $17.88 billion, indicating year-over-year changes of -3.46% for earnings and +1.91% for revenue [3] Analyst Projections - Recent shifts in analyst projections for Steel Dynamics are important as they reflect changes in near-term business trends, with positive changes indicating a favorable outlook on the company's health and profitability [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Steel Dynamics at 3 (Hold) [6] - The Forward P/E ratio for Steel Dynamics is 11.49, which is a premium compared to the industry's Forward P/E of 10.9, while the PEG ratio stands at 0.8, compared to the industry's average PEG ratio of 0.97 [7] Industry Overview - The Steel - Producers industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 51, placing it in the top 21% of over 250 industries [8]

In the latest market close, Toyota Motor Corporation (TM) reached $160.34, with a +1.08% movement compared to the previous day. This move outpaced the S&P 500's daily loss of 0.23%. Meanwhile, the Dow lost 0.91%, and the Nasdaq, a tech-heavy index, added 0.1%.The company's stock has dropped by 16.59% in the past month, falling short of the Auto-Tires-Trucks sector's loss of 11.31% and the S&P 500's loss of 12.13%.Investors will be eagerly watching for the performance of Toyota Motor Corporation in its upcom ...

Company Performance - Palo Alto Networks (PANW) closed at $152.31, reflecting a -0.82% change from the previous day, underperforming the S&P 500's loss of 0.23% [1] - Over the past month, PANW shares have decreased by 15.12%, which is better than the Computer and Technology sector's decline of 16.18% and the S&P 500's loss of 12.13% [2] Earnings Expectations - Analysts anticipate that Palo Alto Networks will report earnings of $0.77 per share, indicating a year-over-year growth of 16.67% [3] - The consensus estimate for revenue is $2.28 billion, representing a 14.63% increase from the same quarter last year [3] - For the entire fiscal year, earnings are projected at $3.22 per share and revenue at $9.17 billion, reflecting increases of +13.38% and +14.2% respectively from the prior year [4] Analyst Projections - Recent shifts in analyst projections for Palo Alto Networks are important as they reflect near-term business trends, with positive revisions indicating confidence in the company's performance [5] - The Zacks Rank system, which includes estimate changes, currently ranks Palo Alto Networks at 3 (Hold) [7] Valuation Metrics - Palo Alto Networks has a Forward P/E ratio of 47.67, which is lower than the industry average of 52.27, suggesting it is trading at a discount [8] - The company holds a PEG ratio of 2.38, compared to the industry average of 2.65, indicating a favorable valuation relative to projected earnings growth [9] Industry Context - The Security industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 86, placing it in the top 35% of over 250 industries [9]