Core Viewpoint - UBS has raised the target price for Smoore International (06969.HK) to HKD 14 while maintaining a "Sell" rating, citing a significant increase in revenue from ODM and HNB businesses, despite rising competition and associated costs [1] Financial Performance - The company reported a year-on-year revenue growth of 18% in the first half of the year, attributed to a recovery in the vape business and preemptive increases in shipment volumes ahead of U.S. tariffs [1] - UBS has updated its earnings forecasts for Smoore International for 2025 to 2027, with adjustments of -21%, +1%, and +21% respectively [1] Profit Outlook - The company is expected to see a year-on-year decline in net profit of 21% to 35% in the second half of the year, primarily due to high expenses related to stock options granted in the fourth quarter and S&D costs [1] Valuation - UBS maintains that Smoore International's valuation is rich and already reflects the growth potential from Vapes and HNB [1] - The target price has been increased from HKD 10.7 to HKD 14 [1]

Core Insights - Wall Street analysts anticipate NextEra Energy (NEE) to report quarterly earnings of $1.01 per share, reflecting a year-over-year increase of 5.2% [1] - Expected revenues for the quarter are $7.27 billion, which represents a 19.7% increase compared to the same quarter last year [1] - The consensus EPS estimate has been revised upward by 7% over the past 30 days, indicating a reassessment of initial projections by analysts [1][2] Financial Metrics - Analysts project 'Operating Revenues- NextEra Energy Resources (NEER)' to reach $2.83 billion, showing a significant year-over-year change of +72.1% [4] - The forecast for 'Operating Revenues- Florida Power & Light (FPL)' is $4.42 billion, indicating a modest change of +0.7% year over year [4] - 'Operating Income (Loss)- Florida Power & Light (FPL)' is expected to be $1.84 billion, an increase from the previous year's figure of $1.74 billion [4] - The consensus estimate for 'Operating Income (Loss)- NextEra Energy Resources (NEER)' is $1.20 billion, compared to $7.00 million from the year-ago period [5] Stock Performance - Over the past month, NextEra shares have recorded a return of +5%, which is slightly below the Zacks S&P 500 composite's return of +5.4% [5] - NextEra holds a Zacks Rank 3 (Hold), suggesting that its performance is expected to align with the overall market in the near term [5]

Core Insights - T-Mobile is expected to report quarterly earnings of $2.69 per share, reflecting an 8% year-over-year increase, with revenues projected at $20.97 billion, up 6.1% from the previous year [1] Earnings Projections - Analysts have adjusted the consensus EPS estimate upward by 0.4% over the past 30 days, indicating a reassessment of initial projections [1][2] - The average prediction for 'Equipment revenues' is $3.38 billion, representing an 8.8% increase from the year-ago quarter [4] - Total service revenues are expected to reach $17.30 billion, indicating a year-over-year change of 5.3% [4] Revenue Breakdown - 'Other revenues' are estimated at $235.64 million, showing a slight decline of 0.6% from the prior-year quarter [4] - 'Wholesale and other service revenues' are projected at $708.09 million, reflecting a significant decrease of 24.5% from the previous year [5] Customer Metrics - Net customer additions for total postpaid customers are expected to be 1.29 million, down from 1.34 million in the same quarter last year [6] - Total postpaid customers are projected to reach 80.20 million, compared to 77.25 million a year ago [7] - Total customers are anticipated to arrive at 132.27 million, up from 125.89 million in the same quarter last year [8] Performance Comparison - T-Mobile shares have returned +2.7% over the past month, underperforming compared to the Zacks S&P 500 composite's +5.4% change [9]

Core Viewpoint - The upcoming earnings report from IQVIA Holdings is anticipated to show a quarterly earnings increase of 4.6% year over year, with revenues expected to rise by 3.8% [1] Financial Performance Estimates - Analysts project quarterly earnings of $2.76 per share for IQVIA, reflecting a 4.6% increase compared to the same period last year [1] - Revenue estimates for the quarter are set at $3.96 billion, indicating a 3.8% year-over-year growth [1] Segment Revenue Projections - Revenue from Technology & Analytics Solutions is expected to reach $1.59 billion, a 6.3% increase year over year [4] - Research & Development Solution revenues are projected at $2.19 billion, showing a 2% increase from the previous year [4] - Contract Sales & Medical Solutions revenues are estimated at $172.59 million, reflecting a 0.3% year-over-year change [4] Backlog and Segment Profit Estimates - The consensus for backlog is $31.83 billion, up from $30.60 billion in the same quarter last year [5] - Segment Profit for Technology & Analytics Solutions is expected to be $388.26 million, compared to $361.00 million a year ago [5] - Segment Profit for Research & Development Solutions is projected at $496.72 million, slightly up from $493.00 million in the previous year [6] Market Performance - Over the past month, IQVIA shares have returned +2.6%, while the Zacks S&P 500 composite has seen a +4.2% change [6] - IQVIA holds a Zacks Rank of 3 (Hold), suggesting its performance will likely align with the overall market in the near term [6]

Core Viewpoint - GameStop shares have declined approximately 18.8% over the past month, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1] Group 1: Earnings Report and Estimates - Estimates for GameStop have trended upward in the past month, with a consensus estimate shift of 137.5% [2] - The most recent earnings report is crucial for understanding the important drivers behind the stock's performance [1] Group 2: VGM Scores - GameStop currently holds a Growth Score of B and a Momentum Score of A, while its Value Score is rated D, placing it in the bottom 40% for this investment strategy [3] - The aggregate VGM Score for GameStop is B, which is significant for investors not focused on a single strategy [3] Group 3: Outlook - The upward trend in estimates and the magnitude of revisions appear promising for GameStop [4] - GameStop has a Zacks Rank of 3 (Hold), indicating expectations for an in-line return from the stock in the coming months [4]

Company Overview - Medtronic shares have increased by approximately 6% over the past month, outperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Medtronic have trended downward, with a consensus estimate shift of -6.38% in the past month [2] - The overall direction of estimate revisions indicates a negative outlook for the stock [4] VGM Scores - Medtronic has a Growth Score of B, a Momentum Score of F, and a Value Score of C, resulting in an aggregate VGM Score of C [3] Market Outlook - The downward trend in estimates has led to a Zacks Rank of 4 (Sell) for Medtronic, suggesting expectations of below-average returns in the coming months [4] Industry Comparison - Medtronic is part of the Zacks Medical - Products industry, where Phibro Animal Health (PAHC) has gained 4.1% over the past month [5] - Phibro reported revenues of $347.8 million for the last quarter, reflecting a year-over-year increase of +32.1% [5] - Phibro's expected earnings for the current quarter are $0.52 per share, indicating a +26.8% change from the previous year, with a Zacks Rank of 1 (Strong Buy) [6]

Core Viewpoint - Kodiak Sciences Inc. has seen a 10.5% increase in share price over the past month, outperforming the S&P 500, but estimates have trended downward, indicating potential challenges ahead [1][2]. Group 1: Earnings and Estimates - The consensus estimate for Kodiak Sciences has shifted downward by 10.35% over the past month [2]. - The stock has a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [4]. Group 2: VGM Scores - Kodiak Sciences has a subpar Growth Score of D and a Momentum Score of F, with an overall aggregate VGM Score of F, placing it in the lowest quintile for investment strategies [3]. Group 3: Industry Performance - Kodiak Sciences is part of the Zacks Medical - Biomedical and Genetics industry, where Apellis Pharmaceuticals has gained 17.7% over the past month [5]. - Apellis Pharmaceuticals reported revenues of $166.8 million, reflecting a year-over-year decline of 3.2%, and is expected to post a loss of $0.44 per share for the current quarter, indicating a 57.1% change from the previous year [6].

Group 1 - HSBC raised the target price for Chow Tai Fook (01929.HK) by 14.4% to HKD 16.7, maintaining a "Buy" rating due to adjustments in profit forecasts [1] - The forecast for Chow Tai Fook's earnings for the fiscal year 2025, excluding gold hedging losses, aligns with HSBC's expectations, leading to an anticipated early dividend payout [1] - HSBC increased its profit forecasts for Chow Tai Fook for the fiscal years 2026-27 by 5-13% due to improved profit margins [1] Group 2 - The report predicts a 49% year-on-year growth in earnings for the fiscal year 2026, with hedging losses decreasing from HKD 6.2 billion in fiscal year 2025 to HKD 2 billion, attributed to a slowdown in gold price appreciation [1] - The dividend forecast for Chow Tai Fook for fiscal year 2026 is expected to increase by 44% to HKD 0.75 per share, with a payout ratio of 85%, resulting in a current dividend yield of 6% [1]

Core Viewpoint - Fate Therapeutics has seen a significant increase in share price, gaining approximately 61.5% over the past month, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings report [1] Group 1: Earnings and Estimates - The consensus estimate for Fate Therapeutics has shifted upward by 12.68% in the past month, indicating positive revisions [2] - The stock has a Zacks Rank of 2 (Buy), suggesting expectations for above-average returns in the coming months [4] Group 2: VGM Scores - Fate Therapeutics has a subpar Growth Score of D, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for investment strategies, resulting in an overall VGM Score of F [3] Group 3: Industry Performance - Fate Therapeutics is part of the Zacks Medical - Biomedical and Genetics industry, where Novavax has reported a revenue of $666.66 million, reflecting a year-over-year increase of 610.3% [5] - Novavax is expected to report a loss of $0.12 per share for the current quarter, with a year-over-year change of -112.1%, and has a Zacks Rank of 3 (Hold) [6]

Financial Performance - J. M. Smucker Company reported fourth-quarter earnings of $2.31 per share, exceeding the analyst consensus estimate of $2.24 per share [1] - Quarterly sales were reported at $2.14 billion, which fell short of the analyst consensus estimate of $2.18 billion [1] Management Commentary - CEO Mark Smucker highlighted the demand for the company's leading brands and the resilience of the business, noting improvements in financial position, adjusted earnings per share, and free cash flow [2] - The company invested in its business, paid down debt, and returned cash to shareholders through dividends [2] Future Guidance - For fiscal year 2026, J. M. Smucker forecasts adjusted earnings per share between $8.50 and $9.50, which is below the analyst consensus of $10.26 [2] - The company anticipates net sales growth of 2% to 4% for the upcoming fiscal year [2] Stock Performance and Analyst Ratings - Following the earnings announcement, J. M. Smucker shares increased by 1.8% to trade at $96.11 [3] - Analysts have adjusted their price targets, with Jefferies upgrading the stock from Hold to Buy and lowering the price target from $118 to $115 [8] - Wells Fargo maintained an Overweight rating while lowering the price target from $135 to $115, and B of A Securities maintained a Neutral rating with a price target reduction from $118 to $105 [8]