Core Viewpoint - Axon Enterprise (AXON) is experiencing solid improvements in earnings estimates, which may lead to continued short-term price momentum for the stock [1][2]. Estimate Revisions - The rising trend in estimate revisions reflects growing analyst optimism regarding Axon's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, Axon is projected to earn $1.54 per share, indicating a year-over-year increase of +6.2%. The Zacks Consensus Estimate has risen by 12% over the last 30 days, with no negative revisions [6]. - For the full year, the expected earnings per share is $6.44, representing a year-over-year change of +8.4%. The trend for current-year estimates is also positive, with two estimates moving higher and no negative revisions [7]. Zacks Rank - Axon has achieved a Zacks Rank 1 (Strong Buy) due to favorable estimate revisions, which is a reliable rating tool that helps investors capitalize on earnings estimate trends [8]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [8]. Stock Performance - Over the past four weeks, Axon shares have increased by 7.2%, indicating investor confidence in the company's earnings growth prospects [9].

Company Performance - Construction Partners reported quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.87 per share, but showing an increase from $0.59 per share a year ago, resulting in an earnings surprise of -6.90% [1] - The company posted revenues of $779.28 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.87%, and up from $517.79 million year-over-year [2] - Over the last four quarters, Construction Partners has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - The immediate price movement of Construction Partners' stock will depend on management's commentary during the earnings call and future earnings expectations [3] - The stock has added about 5.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the coming quarter is $1.06 on revenues of $876.5 million, and for the current fiscal year, it is $2.13 on revenues of $2.77 billion [7] Industry Context - The Building Products - Miscellaneous industry, to which Construction Partners belongs, is currently in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] - The unfavorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 4 (Sell) for Construction Partners, suggesting expected underperformance in the near future [6]

分组1 - Nova Ltd. reported quarterly earnings of $2.2 per share, exceeding the Zacks Consensus Estimate of $2.05 per share, and showing an increase from $1.61 per share a year ago, resulting in an earnings surprise of +7.32% [1] - The company achieved revenues of $219.99 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.08%, and up from $156.86 million year-over-year [2] - Nova Ltd. has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 30.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $2.15 on revenues of $216.9 million, and for the current fiscal year, it is $8.47 on revenues of $863.7 million [7] - The Zacks Industry Rank indicates that the Electronics - Semiconductors sector is currently in the bottom 31% of over 250 Zacks industries, which may impact stock performance [8]

Financial Performance - SharkNinja, Inc. reported quarterly earnings of $0.97 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, and up from $0.71 per share a year ago, representing an earnings surprise of +24.36% [1] - The company posted revenues of $1.44 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.83%, compared to year-ago revenues of $1.25 billion [2] - Over the last four quarters, SharkNinja has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - SharkNinja shares have increased approximately 17.3% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.53 on revenues of $1.61 billion, and for the current fiscal year, it is $4.99 on revenues of $6.24 billion [7] Industry Outlook - The Zacks Industry Rank indicates that the Retail - Miscellaneous sector is currently in the bottom 39% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - The performance of SharkNinja may be influenced by the overall outlook for the industry, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Core Insights - Peloton reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, marking an earnings surprise of +171.43% [1] - The company generated revenues of $606.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.52%, although this represents a decline from $643.6 million in the same quarter last year [2] - Peloton's stock has underperformed, losing approximately 18.7% since the beginning of the year, compared to a 7.9% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.01 on revenues of $570.54 million, while for the current fiscal year, the estimate is -$0.19 on revenues of $2.45 billion [7] - The estimate revisions trend for Peloton 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] Industry Context - The Leisure and Recreation Products industry, to which Peloton belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Peloton's stock performance [5]

Company Performance - Appian reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.13, and improved from a loss of $0.26 per share a year ago, resulting in an earnings surprise of +100.00% [1] - The company posted revenues of $170.64 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.15%, and compared to year-ago revenues of $146.45 million [2] - Over the last four quarters, Appian has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance and Outlook - Appian shares have declined approximately 18.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The future performance of Appian's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $168.99 million, and for the current fiscal year, it is $0.22 on revenues of $678.76 million [7] Industry Context - The Internet - Software industry, to which Appian belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Appian's stock performance [5]

Company Performance - US Foods reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $1.14 per share, and up from $0.93 per share a year ago, representing an earnings surprise of +4.39% [1] - The company posted revenues of $10.08 billion for the quarter ended June 2025, which was 1.01% below the Zacks Consensus Estimate, but an increase from $9.71 billion year-over-year [2] - Over the last four quarters, US Foods has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - US Foods shares have increased approximately 25.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.03 on revenues of $10.24 billion, and for the current fiscal year, it is $3.83 on revenues of $39.8 billion [7] Industry Outlook - The Zacks Industry Rank indicates that the Food - Miscellaneous sector is currently in the bottom 23% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - The performance of US Foods may be influenced by the overall outlook for the industry, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Financial Performance - Martin Marietta reported quarterly earnings of $5.43 per share, exceeding the Zacks Consensus Estimate of $5.32 per share, and showing an increase from $5.26 per share a year ago, representing an earnings surprise of +2.07% [1] - The company posted revenues of $1.81 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 0.33%, but an increase from $1.76 billion year-over-year [2] - Over the last four quarters, Martin Marietta has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Martin Marietta shares have increased approximately 15.8% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $6.69 on revenues of $2.05 billion, and for the current fiscal year, it is $18.76 on revenues of $7.04 billion [7] - The outlook for the industry, specifically the Building Products - Concrete and Aggregates sector, is currently in the top 41% of Zacks industries, suggesting a favorable environment for stock performance [8]

Company Performance - Krispy Kreme reported a quarterly loss of $0.15 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.05 per share a year ago, indicating an earnings surprise of -275.00% [1] - The company posted revenues of $379.77 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.89%, but down from $438.81 million in the same quarter last year [2] - Over the last four quarters, Krispy Kreme has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Krispy Kreme shares have lost approximately 65.6% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current consensus EPS estimate for the coming quarter is -$0.04 on revenues of $381.23 million, and for the current fiscal year, it is -$0.16 on revenues of $1.55 billion [7] Industry Outlook - The Consumer Products - Staples industry, to which Krispy Kreme belongs, is currently in the bottom 26% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Krispy Kreme's stock performance [5]

分组1 - BCE reported quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.52 per share, and down from $0.57 per share a year ago, representing an earnings surprise of -11.54% [1] - The company posted revenues of $4.4 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.69%, compared to year-ago revenues of $4.39 billion [2] - BCE has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates two times as well [2] 分组2 - The stock's immediate price movement will depend on management's commentary on the earnings call and the sustainability of earnings expectations [3] - BCE shares have added about 0.3% since the beginning of the year, underperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the coming quarter is $0.51 on $4.28 billion in revenues, and $2.03 on $17.61 billion in revenues for the current fiscal year [7] 分组3 - The Zacks Industry Rank indicates that the Diversified Communication Services sector is currently in the top 21% of over 250 Zacks industries, suggesting a favorable outlook for the industry [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] - The estimate revisions trend for BCE was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]