Core Viewpoint - The article discusses the reliability of brokerage recommendations and their influence on stock prices, specifically focusing on Cloudflare (NET) and the average brokerage recommendation (ABR) for the stock [1][5]. Group 1: Brokerage Recommendations - Cloudflare has an average brokerage recommendation (ABR) of 1.97, indicating a rating between Strong Buy and Buy, based on recommendations from 33 brokerage firms [2]. - Out of the 33 recommendations, 18 are Strong Buy and 2 are Buy, which account for 54.6% and 6.1% of all recommendations respectively [2]. Group 2: Limitations of Brokerage Recommendations - Solely relying on brokerage recommendations for investment decisions may not be advisable, as studies show they often fail to guide investors towards stocks with the highest potential for price appreciation [5]. - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings due to vested interests, with five "Strong Buy" recommendations for every "Strong Sell" [6][11]. Group 3: Zacks Rank as an Alternative - The Zacks Rank, which classifies stocks into five groups based on earnings estimate revisions, is presented as a more reliable indicator of near-term price performance compared to ABR [8][12]. - The Zacks Rank is timely and reflects changes in earnings estimates quickly, unlike the potentially outdated ABR [13]. Group 4: Current Performance of Cloudflare - The Zacks Consensus Estimate for Cloudflare's earnings for the current year remains unchanged at $1.16, suggesting steady analyst views on the company's earnings prospects [14]. - Due to the recent consensus estimate and other factors, Cloudflare holds a Zacks Rank of 3 (Hold), indicating a cautious approach despite the Buy-equivalent ABR [15].

Company Performance - Tetra Tech (TTEK) shares have increased by 11% over the past month, reaching a new 52-week high of $43.14, and have gained 20.5% since the start of the year, outperforming the Zacks Construction sector and the Zacks Engineering - R and D Services industry, both at 17% and 20.5% respectively [1] - The company has consistently beaten earnings estimates, reporting an EPS of $0.35 against a consensus estimate of $0.31 in its last earnings report [2] Earnings Forecast - For the current fiscal year, Tetra is expected to post earnings of $1.48 per share on revenues of $4.23 billion, reflecting a -5.13% change in EPS and a -8.41% change in revenues. For the next fiscal year, earnings are projected to be $1.74 per share on revenues of $4.58 billion, indicating a year-over-year change of 17.57% in EPS and 8.28% in revenues [3] Valuation Metrics - Tetra has a Value Score of D, with Growth and Momentum Scores of B, resulting in a VGM Score of B. The stock trades at 27.3X current fiscal year EPS estimates, which is above the peer industry average of 25.7X, and at 17.7X on a trailing cash flow basis compared to the peer group's average of 16.1X [6] Zacks Rank - Tetra currently holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, meeting the criteria for investors looking for stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, suggesting potential for further gains [7] Industry Comparison - The Engineering - R and D Services industry is positioned in the top 22% of all industries, indicating favorable conditions for Tetra and its peer, Fluor Corporation (FLR), which also has a Zacks Rank of 2 (Buy) and strong earnings performance [10]

分组1 - Kimco Realty reported quarterly funds from operations (FFO) of $0.44 per share, matching the Zacks Consensus Estimate and showing an increase from $0.42 per share a year ago, with a surprise of +1.10% [1] - The company achieved revenues of $542.46 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.61% and up from $525.4 million year-over-year [2] - Kimco Realty has surpassed consensus FFO estimates in all four of the last quarters and has topped revenue estimates three times during the same period [2] 分组2 - The stock has gained approximately 8.5% since the beginning of the year, outperforming the S&P 500, which has increased by 1.4% [3] - The current consensus FFO estimate for the upcoming quarter is $0.45 on revenues of $545.65 million, and for the current fiscal year, it is $1.80 on revenues of $2.2 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Retail is in the top 28% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

分组1 - Iron Mountain reported quarterly earnings of $1.44 per share, exceeding the Zacks Consensus Estimate of $1.39 per share, and showing a significant increase from $0.5 per share a year ago, resulting in an earnings surprise of +3.35% [1] - The company posted revenues of $1.84 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.18%, and up from $1.58 billion in the same quarter last year [2] - Iron Mountain's shares have increased approximately 20.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.32 on revenues of $1.8 billion, and for the current fiscal year, it is $5.69 on revenues of $7.58 billion [7] - The Zacks Industry Rank indicates that the Business - Information Services sector is currently in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

分组1 - P10, Inc. (RPC) reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, but down from $0.30 per share a year ago, representing an earnings surprise of +5.39% [1] - Over the last four quarters, the company has surpassed consensus EPS estimates three times and reported revenues of $81.05 million for the quarter ended December 2025, which is 1.35% above the Zacks Consensus Estimate, but down from $85.01 million year-over-year [2] - The stock has gained approximately 7.9% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] 分组2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for RIDGEPOST CAPTL was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $80.99 million, and for the current fiscal year, it is $1.09 on revenues of $350.47 million [7] 分组3 - The outlook for the industry can significantly impact stock performance, with the Financial - Miscellaneous Services sector currently ranking in the top 30% of over 250 Zacks industries, suggesting that top-ranked industries outperform lower-ranked ones by more than 2 to 1 [8] - Another company in the same industry, Core Scientific, Inc. (CORZ), is expected to report a quarterly loss of $0.27 per share, reflecting a year-over-year change of -2600%, with revenues projected at $90.4 million, down 4.8% from the previous year [9]

分组1 - Agios Pharmaceuticals reported a quarterly loss of $1.85 per share, which was better than the Zacks Consensus Estimate of a loss of $1.97, representing an earnings surprise of +6.25% [1] - The company posted revenues of $19.97 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 94.14%, compared to revenues of $10.73 million a year ago [2] - Over the last four quarters, Agios Pharmaceuticals has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] 分组2 - The stock has gained about 1.8% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the coming quarter is -$1.80 on revenues of $12.52 million, and for the current fiscal year, it is -$6.77 on revenues of $79 million [7] - The Medical - Biomedical and Genetics industry, to which Agios Pharmaceuticals belongs, is currently in the top 36% of Zacks industries, indicating a favorable outlook [8]

分组1 - LXP Industrial reported quarterly funds from operations (FFO) of $0.79 per share, missing the Zacks Consensus Estimate of $0.85 per share, and showing a slight decrease from $0.80 per share a year ago, resulting in an FFO surprise of -7.06% [1] - The company posted revenues of $86.74 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.61%, but down from $100.85 million in the same quarter last year [2] - LXP Industrial shares have increased approximately 4.2% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] 分组2 - The future performance of LXP Industrial's stock will largely depend on management's commentary during the earnings call and the outlook for FFO [4][6] - The current consensus FFO estimate for the upcoming quarter is $0.85 on revenues of $86.76 million, and for the current fiscal year, it is $3.50 on revenues of $354.63 million [7] - The REIT and Equity Trust - Residential industry, to which LXP Industrial belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Viewpoint - APA is experiencing a mixed performance in the market, with a recent increase in stock price but facing significant declines in expected earnings and revenue for the upcoming quarter and full year [1][2][3]. Company Performance - APA closed at $28.26, marking a +2.95% increase from the previous day, outperforming the S&P 500, which saw a loss of 0.01% [1]. - Over the past month, APA shares have gained 6.73%, which is below the Oils-Energy sector's gain of 13.82% but better than the S&P 500's loss of 0.28% [1]. Earnings Forecast - The upcoming earnings release on February 25, 2026, is expected to show an EPS of $0.62, reflecting a 21.52% decline year-over-year [2]. - Revenue is projected at $1.92 billion, indicating a 23.24% decrease compared to the same quarter last year [2]. - Full-year estimates predict earnings of $3.48 per share and revenue of $8.84 billion, representing year-over-year declines of -7.69% and -9.19%, respectively [3]. Analyst Estimates - Recent changes in analyst estimates for APA indicate a downward revision of 13.18% in the Zacks Consensus EPS estimate over the past month, leading to a Zacks Rank of 4 (Sell) [6]. - Upward revisions in estimates typically suggest positive sentiment regarding the company's business operations and profit generation capabilities [4]. Valuation Metrics - APA's Forward P/E ratio is currently 13.17, which is lower than the industry average of 13.69, suggesting that APA is trading at a discount compared to its peers [7]. - The PEG ratio for APA stands at 12.55, significantly higher than the industry average PEG ratio of 1.57, indicating a potential overvaluation based on projected earnings growth [8]. Industry Context - The Oil and Gas - Exploration and Production - United States industry, which includes APA, is currently ranked 233 out of over 250 industries, placing it in the bottom 5% [9]. - Historical data shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the challenges faced by companies in this sector [9].

Company Performance - Dropbox closed at $24.41, down 2.28% from the previous trading session, underperforming the S&P 500's loss of 0.01% [1] - Prior to the recent trading day, Dropbox shares had declined 6.62%, compared to a 1.54% loss in the Computer and Technology sector and a 0.28% loss in the S&P 500 [1] Upcoming Earnings - Dropbox is set to report earnings on February 19, 2026, with an expected earnings per share (EPS) of $0.66, reflecting a year-over-year decline of 9.59% [2] - The Zacks Consensus Estimate for revenue is projected at $627.51 million, down 2.5% from the previous year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.82 per share and revenue of $2.51 billion, indicating a 13.25% increase in earnings but a 1.41% decrease in revenue compared to the prior year [3] Analyst Estimates and Stock Performance - Recent changes in analyst estimates for Dropbox suggest confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks Dropbox at 3 (Hold) [5] Valuation Metrics - Dropbox has a Forward P/E ratio of 8.16, which is lower than the industry average of 15.58 [6] - The company has a PEG ratio of 1.32, compared to the Internet - Services industry average PEG ratio of 1.8 [6] Industry Context - The Internet - Services industry, which includes Dropbox, has a Zacks Industry Rank of 159, placing it in the bottom 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - PagSeguro Digital Ltd. closed at $11.17, reflecting a -1.24% change from the previous day, which is less than the S&P 500's daily loss of 0.01% [1] - Prior to the latest trading session, the company's shares had gained 11.65%, outperforming the Business Services sector's loss of 7% and the S&P 500's loss of 0.28% [1] Upcoming Earnings - The company is expected to report an EPS of $0.42, representing a 23.53% increase compared to the same quarter last year [2] - Revenue is anticipated to be $1.02 billion, indicating a 16.84% rise from the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $1.46 per share and revenue of $3.85 billion for the year, reflecting increases of +20.66% and +10.25% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for PagSeguro Digital Ltd. indicate evolving short-term business trends, with positive revisions suggesting analyst optimism regarding the company's profitability [3] Valuation Metrics - The company has a Forward P/E ratio of 6.84, which is below the industry average of 11.71 [6] - PagSeguro Digital Ltd. has a PEG ratio of 0.47, compared to the Financial Transaction Services industry's average PEG ratio of 1.03 [6] Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 140, placing it in the bottom 43% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]