Core Viewpoint - Bally's shares experienced a significant increase of 6.4% to close at $13.26, reflecting strong investor enthusiasm driven by strategic transformations and an improving business outlook [1][2]. Company Developments - The planned sale of Bally's International Interactive to Intralot for €2.7 billion is viewed as a value-creating move that enhances liquidity and strengthens the balance sheet [2]. - Progress on major development projects, including the permanent Chicago resort and the proposed Bronx casino, is reinforcing confidence in Bally's long-term expansion strategy [2]. - The interactive segment's improving performance and disciplined capital management are positively influencing market sentiment towards Bally's [2]. Financial Expectations - Bally's is expected to report a quarterly loss of $0.72 per share, which represents a year-over-year change of +63.8%, with revenues anticipated at $660.55 million, up 4.9% from the previous year [3]. - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Industry Context - Bally's is part of the Zacks Gaming industry, which includes other companies like Flutter Entertainment, which closed 2.7% higher at $256.3 but has seen a -14.6% return in the past month [4].

Core Viewpoint - Terex (TEX) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, making it a valuable tool for investors [2][4]. - The recent upgrade for Terex reflects an improved earnings outlook, likely leading to increased buying pressure and a rise in stock price [3][5]. Earnings Estimate Revisions - For the fiscal year ending December 2025, Terex is expected to earn $4.89 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 7.1% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Terex's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Viewpoint - Ensign Group (ENSG) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in a company's earnings picture, which is a significant factor influencing stock price movements [2][4]. - Rising earnings estimates are correlated with near-term stock price increases, as institutional investors adjust their valuations based on these estimates [4][5]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - The upgrade of Ensign Group to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns [10]. Earnings Estimate Revisions for Ensign Group - For the fiscal year ending December 2025, Ensign Group is expected to earn $6.39 per share, with a 1.3% increase in the Zacks Consensus Estimate over the past three months [8].

Core Viewpoint - Cool Company Ltd. (CLCO) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, particularly influenced by institutional investors [4][6]. - Rising earnings estimates for Cool Company Ltd. indicate an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7][9]. - The upgrade of Cool Company Ltd. to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - Cool Company Ltd. is expected to earn $0.83 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 25.8% over the past three months [8].

Group 1 - Carpenter Technology (CRS) has reached a key level of support and recently broke out above the 50-day moving average, indicating a short-term bullish trend [1] - The 50-day simple moving average is a significant indicator for traders and analysts to determine support or resistance levels, and CRS has moved 6.7% higher over the last four weeks [2] - There have been three upward revisions in earnings estimates for the current fiscal year, with no downward revisions, suggesting a bullish uptrend for CRS [3] Group 2 - The consensus earnings estimate for CRS has increased, reinforcing the positive outlook for the company [3] - The combination of earnings estimate revisions and the technical breakout above the 50-day moving average positions CRS as a potential investment opportunity for future gains [3]

Core Viewpoint - Pure Storage (PSTG) is showing potential for a bullish trend as it has crossed above the 20-day moving average, indicating a key level of support [1][4] Technical Analysis - PSTG has recently crossed above the 20-day moving average, which is a significant indicator for short-term traders, suggesting a positive trend [1][2] - The stock has rallied 8.2% over the past four weeks, indicating upward momentum [4] Earnings Estimates - There have been no downward revisions in earnings estimates for PSTG in the past two months, with 9 estimates being revised higher, which strengthens the bullish outlook [4] - The consensus estimate for PSTG has also increased, further supporting the positive sentiment around the stock [4] Investment Consideration - Given the technical indicators and positive earnings estimate revisions, PSTG should be considered for a watchlist by investors [5]

Core Viewpoint - Exact Sciences (EXAS) is showing potential for investment due to its recent technical movements and positive earnings revisions [1][4]. Technical Analysis - EXAS has recently crossed above the 20-day moving average, indicating a short-term bullish trend [1]. - The stock has moved 14% higher over the last four weeks, suggesting momentum for further gains [4]. Earnings Estimates - There have been 4 upward revisions for the current fiscal year's earnings estimates, with no downward revisions, indicating positive sentiment among analysts [4]. - The consensus estimate for earnings has also increased, reinforcing the bullish outlook for EXAS [5]. Investment Consideration - Given the positive technical indicators and favorable earnings estimate revisions, EXAS may present a compelling opportunity for investors looking for potential gains in the near future [5].

Core Insights - Paychex reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.21 per share, and showing an increase from $1.16 per share a year ago, resulting in an earnings surprise of +0.83% [1] - The company achieved revenues of $1.54 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.22% and up from $1.32 billion year-over-year [2] - Paychex has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +0.85%, with actual earnings of $1.19 per share compared to an expected $1.18 [1] - The current consensus EPS estimate for the upcoming quarter is $1.26, with projected revenues of $1.57 billion, and for the current fiscal year, the EPS estimate is $5.45 on revenues of $6.54 billion [7] Stock Performance and Outlook - Paychex shares have declined approximately 8.3% since the beginning of the year, contrasting with the S&P 500's gain of 13.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Internet - Software industry, to which Paychex belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable environment for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Progress Software (PRGS) reported quarterly earnings of $1.5 per share, exceeding the Zacks Consensus Estimate of $1.3 per share, and showing an increase from $1.26 per share a year ago, resulting in an earnings surprise of +15.38% [1] - The company achieved revenues of $249.8 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 3.93% and up from $178.69 million year-over-year [2] - Progress Software has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The company has delivered a revenue surprise three times in the last four quarters, indicating strong performance relative to market expectations [2] - Despite the positive earnings report, Progress Software shares have declined approximately 35.5% year-to-date, contrasting with a 13% gain in the S&P 500 [3] Future Outlook - The future performance of Progress Software's stock will largely depend on management's commentary during the earnings call and the subsequent revisions of earnings estimates [3][4] - Current consensus estimates for the upcoming quarter are $1.32 EPS on $251.11 million in revenues, and for the current fiscal year, $5.35 EPS on $966.85 million in revenues [7] - The Zacks Industry Rank places the Computer - Software sector in the top 38% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]

Core Insights - Vail Resorts reported a quarterly loss of $5.08 per share, which was worse than the Zacks Consensus Estimate of a loss of $4.75, and compared to a loss of $4.67 per share a year ago, indicating a negative earnings surprise of -6.95% [1] - The company generated revenues of $271.29 million for the quarter ended July 2025, slightly missing the Zacks Consensus Estimate by 0.21%, but showing an increase from $265.39 million in the same quarter last year [2] - Vail Resorts has underperformed the market, with shares down approximately 21.2% year-to-date, contrasting with a 13% gain in the S&P 500 [3] Earnings Outlook - The earnings outlook for Vail Resorts is uncertain, with current consensus EPS estimates for the upcoming quarter at -$5.14 and $7.63 for the current fiscal year, alongside projected revenues of $271.97 million and $3.06 billion respectively [7] - The trend of estimate revisions prior to the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Vail Resorts belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a relatively strong position within the market [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Vail Resorts' stock performance [5]