V i e w p o i n t | 06 Jun 2025 16:00:00 ET │ 17 pages US Equity Strategy Mid-Year Review and Target Update CITI'S TAKE We lift our year-end '25 S&P 500 target to 6300 premised on a marginally more constructive fundamental view and an expectation for persistency of the current valuation backdrop. High policy volatility is likely to continue but fundamental read throughs appear manageable. A mid-'26 target of 6500 implies HSD% upside over the next twelve months and underscores our structural bullishness on U ...

Hims & Hers Health, Inc. (HIMS) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends ...

尽管市场情绪回暖，部分分析师仍对关税影响保持警惕，认为其后续仍可能影响就业、通胀及企业盈 利。雷蒙德詹姆斯公司首席投资官Larry Adam指出，虽然第一季度财报表现亮眼，今年余下时间的盈利 预期在过去几周内有所下调。 在投资者逐步摆脱年初关税恐慌与衰退担忧的背景下，标普500指数周五强劲上涨1%，收报6000.36 点，为2月21日以来首次站上6000点整数关口。这一关键心理关口的突破，也为指数向历史高位发起冲 击奠定了基础。 标普500距离今年2月19日创下的历史最高收盘点位6144.15点仅差2.3%。StoneX全球市场研究主管 Matthew Weller表示："这一关口无疑是市场过去八个月来一直难以企稳的心理门槛。" 回顾走势，今年2月创下历史新高后，标普500随即进入回调阶段，至4月8日一度从高位回落近20%，逼 近技术性熊市的门槛。然而，随着投资者重新评估经济前景，市场开始强劲反弹，不仅收复了因关税政 策而在4月录得的全部跌幅，还接近突破6000点大关。周四盘中一度触及5999.70点的高位，但未能站 稳；直到周五，在5月就业数据带来提振下，指数才成功突破这一关键点位，盘中最高上探至6016. ...

A month has gone by since the last earnings report for Walt Disney (DIS) . Shares have added about 7.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Disney due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, es ...

市场消息：高盛分析师下调了特斯拉(TSLA.O)的交付预测，大幅下调了盈利预期，并降低了对该品牌 在主要市场的增长势头的预期。 ...

Rubrik, Inc. (RBRK) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to loss of $1.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 54.55%. A quarter ago, it was expected that this company would post a loss of $0.39 per share when it actually produced a loss of $0.18, delivering a surprise of 53.85%.Over the last four quarters, the company has surpassed c ...

Petco Health & Wellness (WOOF) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this pet store chain would post earnings of $0.02 per share when it actually produced break-even earnings, delivering a surprise of -100%.Over the last four quarters, the co ...

Lululemon (LULU) came out with quarterly earnings of $2.60 per share, beating the Zacks Consensus Estimate of $2.59 per share. This compares to earnings of $2.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.39%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $5.85 per share when it actually produced earnings of $6.14, delivering a surprise of 4.96%.Over the last four quarters, the c ...

Verb Technology Company, Inc. (VERB) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The p ...

Financial Performance - MongoDB reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.65 per share, and up from $0.51 per share a year ago, representing an earnings surprise of 53.85% [1] - The company posted revenues of $549.01 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 4.23%, and an increase from $450.56 million year-over-year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $546.56 million, and for the current fiscal year, it is $2.56 on revenues of $2.26 billion [7] - The estimate revisions trend for MongoDB is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which MongoDB belongs, is currently in the top 25% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [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]