Core Viewpoint - AGNC Investment Corp. is expected to report its fourth-quarter 2025 earnings on January 26, with earnings per share estimated at 37 cents, unchanged from the prior-year quarter [1][3][8] Group 1: Q3 2025 Performance - The third-quarter 2025 results showed a decline in tangible net book value per share and net interest spread, although there was a positive rise in average asset yield on the portfolio [1] - AGNC's earnings have outpaced the Zacks Consensus Estimate in one of the last four quarters, missing three times with an average negative surprise of 5.50% [1] Group 2: Factors Influencing Q4 Performance - Mortgage rates declined significantly in Q4 2025 after the Federal Reserve lowered interest rates, leading to reduced borrowing costs for homebuyers and a modest improvement in refinancing activity and mortgage origination volumes [4] - A large portion of AGNC's mortgage-backed securities portfolio is expected to have stable constant prepayment rates, positively influencing net premium amortization and supporting growth in interest income, with the estimate for interest income at $959.7 million, a 6.3% increase from the prior quarter [5] - Low fixed-income volatility during Q4 is likely to have supported tighter mortgage spreads and steadier book value performance, with banks and foreign investors reemerging as buyers of agency MBS, providing incremental demand support [6] Group 3: Earnings Prediction Model - The current model does not predict an earnings beat for AGNC, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [9][10]

Core Viewpoint - ASGN Inc is a strong candidate for investors looking for stocks that consistently beat earnings estimates, particularly in the Zacks Computers - IT Services industry [1] Earnings Performance - For the last reported quarter, ASGN Inc achieved earnings of $1.31 per share, surpassing the Zacks Consensus Estimate of $1.22 per share, resulting in a surprise of 7.38% [2] - In the previous quarter, ASGN was expected to post earnings of $1.08 per share but delivered $1.17 per share, leading to a surprise of 8.33% [2] Earnings Estimates and Predictions - Estimates for ASGN Inc have been trending higher, influenced by its history of earnings surprises [5] - The stock has a positive Zacks Earnings ESP of +1.70%, indicating that analysts have recently become more optimistic about the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong possibility of another earnings beat in the upcoming report [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Core Viewpoint - Seagate (STX) is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the last two quarters, with an average surprise of 7.94% [1]. Earnings Performance - In the last reported quarter, Seagate achieved earnings of $2.61 per share, exceeding the Zacks Consensus Estimate of $2.36 per share, resulting in a surprise of 10.59% [2]. - For the previous quarter, Seagate's earnings were $2.59 per share against an expected $2.46 per share, delivering a surprise of 5.28% [2]. Earnings Estimates and Predictions - Estimates for Seagate have been trending higher, supported by its history of earnings surprises, and the stock currently has a positive Zacks Earnings ESP of +2.61%, indicating bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Metric - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - While many companies may beat consensus EPS estimates, this alone may not drive stock prices higher; thus, checking a company's Earnings ESP before quarterly releases is crucial for investment decisions [10].

Core Viewpoint - Lear (LEA) is positioned to potentially continue its earnings-beat streak in the upcoming report, supported by a history of surpassing earnings estimates and a positive earnings surprise average of 5.57% over the last two quarters [1]. Earnings Performance - In the last reported quarter, Lear achieved earnings of $2.79 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, resulting in a surprise of 3.72% [2]. - In the previous quarter, Lear was expected to report earnings of $3.23 per share but delivered $3.47 per share, leading to a surprise of 7.43% [2]. Earnings Estimates and Predictions - Estimates for Lear have been trending higher, influenced by its history of earnings surprises, and the stock currently has a positive Zacks Earnings ESP of +2.54%, indicating bullish sentiment among analysts regarding its near-term earnings potential [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong likelihood of another earnings beat, with historical data showing that stocks with this combination beat consensus estimates nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may provide a more accurate prediction of earnings [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - While many companies may beat consensus EPS estimates, this alone may not drive stock prices higher; thus, checking a company's Earnings ESP before quarterly releases is crucial for increasing the odds of success [10].

Core Insights - Moelis (MC) has consistently beaten earnings estimates, with an average surprise of 42.46% over the last two quarters [1][2] - The most recent earnings report showed an EPS of $0.68, surpassing the expected $0.57 by 19.30%, while the previous quarter's EPS of $0.53 exceeded the consensus estimate of $0.32 by 65.63% [2] Earnings Estimates and Predictions - Estimates for Moelis have been trending higher due to its history of earnings surprises, indicating a positive outlook for future performance [5] - The stock currently has a positive Zacks Earnings ESP of +1.30%, suggesting analysts are optimistic about its near-term earnings potential [8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Earnings Release Information - Moelis is expected to release its next earnings report on February 4, 2026 [8] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Core Insights - Herc Holdings (HRI) is positioned to continue its earnings-beat streak, particularly in the upcoming report, supported by a strong history of exceeding earnings estimates [1] - The average surprise for Herc Holdings over the last two quarters was 33.14%, indicating a consistent performance above expectations [1] Earnings Performance - In the most recent quarter, Herc Holdings reported earnings of $2.22 per share, surpassing the expected $1.83 per share by 21.31% [2] - For the previous quarter, the company reported $1.87 per share against an expectation of $1.29 per share, resulting in a surprise of 44.96% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Herc Holdings, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5] - The current Earnings ESP for Herc Holdings is +0.72%, suggesting analysts are optimistic about its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) enhances the likelihood of another earnings beat [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Core Viewpoint - RB Global (RBA) is positioned to continue its earnings-beat streak, particularly in light of its recent performance in the Zacks Financial Transaction Services industry [1]. Earnings Performance - In the last reported quarter, RB Global achieved earnings of $0.93 per share, surpassing the Zacks Consensus Estimate of $0.82 per share, resulting in a surprise of 13.41% [2]. - In the previous quarter, the company was expected to report earnings of $0.95 per share but delivered $1.07 per share, yielding a surprise of 12.63% [2]. Earnings Estimates and Predictions - Estimates for RB Global have been trending higher, influenced by its history of earnings surprises [5]. - The stock has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +1.52%, indicating bullish sentiment among analysts regarding the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Neurocrine Biosciences (NBIX) , which belongs to the Zacks Medical - Drugs industry, could be a great candidate to consider.This biopharmaceutical company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 18.64%.For the most recent quarter, Neuro ...

Core Viewpoint - Celestica, Inc. is expected to report lower revenues in its Advanced Technology Solutions segment due to soft demand and macroeconomic challenges, despite an overall projected revenue growth for the company [1][5]. Group 1: Advanced Technology Solutions Segment - The Advanced Technology Solutions (ATS) segment focuses on aerospace and defense, industrial, health tech, and capital equipment businesses, including semiconductor and display verticals [2]. - The ATS segment is experiencing weakness primarily due to elevated inventory levels in industrial end markets, which hinder net sales growth [3]. - Demand in the semiconductor capital equipment market remains soft, with foundries reducing spending on capacity buildup due to uncertainties related to tariffs and trade [3]. Group 2: Revenue and Earnings Expectations - The Zacks Consensus Estimate for ATS revenues is $789.68 million, a decline from $805.8 million a year ago, while total revenue is estimated at $3.45 billion, indicating a 35.46% year-over-year growth [5]. - Net income for the quarter is projected at $42.41 million, with earnings expected to be $1.73 per share, up from $1.11 in the same quarter last year [5]. Group 3: Portfolio Restructuring and Market Impact - The company is actively reshaping its portfolio for aerospace and defense markets, which is impacting near-term revenues but is expected to enhance profitability in the long run [4]. - Weaknesses in capital equipment and aerospace and defense markets are anticipated to be partially offset by strong performance in the health tech portfolio [4].

Core Viewpoint - Alexandria Real Estate Equities Inc. (ARE) is expected to report a decline in revenues and funds from operations (FFO) per share for the fourth quarter of 2025, with results scheduled for release on January 26 [1][10]. Financial Performance - In the last reported quarter, ARE missed the Zacks Consensus Estimate for adjusted FFO per share by 3.9%, attributed to lower occupancy and higher interest expenses, although leasing activity and rental rate growth provided some support [2]. - The Zacks Consensus Estimate for Alexandria's quarterly revenues is $738.3 million, indicating a 6.4% decrease from the prior year's figure [4]. - For the fourth quarter of 2025, same-property revenues are projected to decline by 13.7%, with same-store net operating income expected to drop by 37.8% [5]. Market Position and Outlook - Alexandria has a strong portfolio of Class A/A+ properties in high-barrier-to-entry markets but faces risks related to slow re-leasing of expiring spaces and lease-up vacancies, which may pressure occupancy levels [3][10]. - The consensus estimate for adjusted FFO per share has decreased by 4 cents to $2.15 over the past month, reflecting a 10% decline compared to the same quarter last year [6]. Earnings Prediction - The current Earnings ESP for Alexandria is +0.25%, but it holds a Zacks Rank of 5 (Strong Sell), indicating a lack of confidence in a positive surprise for FFO per share this quarter [7][8].