Company Overview - American Superconductor (AMSC) shares increased by 6.6% to close at $64.49, with notable trading volume compared to typical sessions, and a total gain of 25.7% over the past four weeks [1] - AMSC is expected to report quarterly earnings of $0.15 per share, reflecting a year-over-year decline of 44.4%, while revenues are projected to be $67.5 million, an increase of 23.9% from the previous year [2] Industry Context - The positive sentiment around AMSC is driven by several factors including increased demand for semiconductor-driven materials, growth in global data centers, expansion of renewable energy, stable traditional energy spending, rising defense budgets, and ongoing grid modernization initiatives [2] - AMSC operates within the Zacks Electronics - Miscellaneous Components industry, which includes other companies like Littelfuse (LFUS), whose shares rose by 2.3% to $266.49, with a 4.5% return over the past month [4] Earnings Estimates - The consensus EPS estimate for AMSC has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - Littelfuse's consensus EPS estimate for its upcoming report is $2.75, representing a year-over-year change of 1.5%, and it currently holds a Zacks Rank of 1 (Strong Buy) [5]

Group 1 - StepStone Group Inc. (STEP) shares increased by 8.8% to close at $65.39, with notable trading volume compared to typical sessions, and a 2.7% gain over the past four weeks [1] - The stock's rise is attributed to Goldman Sachs' rating upgrade to a Buy and an increased price target, highlighting the company's growing private wealth business and solid institutional pipeline as growth catalysts [2] - StepStone is positioned as a long-term value creator in the asset management space, benefiting from a strong foothold in alternative investments and impressive fundraising momentum [2] Group 2 - The company is expected to report quarterly earnings of $0.45 per share, unchanged from the previous year, with revenues projected at $235.99 million, reflecting a 13% increase year-over-year [3] - The consensus EPS estimate for StepStone has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - StepStone Group holds a Zacks Rank of 3 (Hold), while another company in the same industry, SoFi Technologies, has shown a 20.5% return over the past month [4]

Company Overview - National Vision (EYE) shares increased by 6.4% to close at $26.43, supported by higher trading volume compared to normal sessions [1] - The stock has gained 2.7% over the past four weeks [1] Market Context - The price rise was driven by investor optimism following the Federal Reserve's approval of a rate cut, bringing the overnight funds rate to a range of 4.00%-4.25% [2] Earnings Expectations - National Vision is expected to report quarterly earnings of $0.12 per share, unchanged from the previous year, with revenues projected at $473.11 million, reflecting a 4.8% increase year-over-year [3] - The consensus EPS estimate has remained stable over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] Industry Comparison - National Vision is part of the Zacks Consumer Products - Staples industry, where Procter & Gamble (PG) saw a 1.9% decline in its last trading session, with a 0.5% return over the past month [4] - PG's consensus EPS estimate has also remained unchanged at $1.91, representing a -1% change compared to the previous year [5]

Group 1 - Lennar reported quarterly earnings of $2 per share, missing the Zacks Consensus Estimate of $2.12 per share, and down from $3.9 per share a year ago, representing an earnings surprise of -5.66% [1] - The company posted revenues of $8.81 billion for the quarter ended August 2025, missing the Zacks Consensus Estimate by 2.49%, and down from $9.42 billion year-over-year [2] - Over the last four quarters, Lennar has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Group 2 - The stock has lost about 2.5% since the beginning of the year, while the S&P 500 has gained 12.2% [3] - The current consensus EPS estimate for the coming quarter is $2.80 on revenues of $10.25 billion, and for the current fiscal year, it is $9.04 on revenues of $35.2 billion [7] - The Zacks Industry Rank for Building Products - Home Builders is currently in the bottom 7% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] Group 3 - The estimate revisions trend for Lennar was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6] - KB Home, another company in the same industry, is expected to report quarterly earnings of $1.50 per share, reflecting a year-over-year change of -26.5% [9]

Financial Performance - FedEx reported quarterly earnings of $3.83 per share, exceeding the Zacks Consensus Estimate of $3.65 per share, and up from $3.6 per share a year ago, representing an earnings surprise of +4.93% [1] - The company posted revenues of $22.24 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 2.15%, compared to $21.58 billion in the same quarter last year [2] - Over the last four quarters, FedEx has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - FedEx shares have declined approximately 19.8% since the beginning of the year, while the S&P 500 has gained 12.2% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $4.04 for the coming quarter and $18.34 for the current fiscal year [4][7] Industry Context - The Transportation - Air Freight and Cargo industry, to which FedEx belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact FedEx's stock performance [5]

Group 1: Lyft's Recent Performance - Lyft's shares increased by 13.1% to close at $22.84, with a notable trading volume compared to normal sessions, and a total gain of 29.7% over the past four weeks [1] - The rise in Lyft's stock price is attributed to a partnership with Alphabet's Waymo to launch a fully autonomous ride-hailing service in Nashville by 2026 [1] Group 2: Earnings Expectations - Lyft is expected to report quarterly earnings of $0.30 per share, reflecting a year-over-year increase of 3.5%, with revenues projected at $1.72 billion, up 12.6% from the previous year [2] - The consensus EPS estimate for Lyft has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 3: Industry Context - Lyft holds a Zacks Rank of 2 (Buy) and is part of the Zacks Internet - Services industry, where DoorDash, another company in the same sector, saw a 1.5% decline in its stock price [4] - DoorDash's consensus EPS estimate has increased by 0.8% to $0.68, representing a significant year-over-year change of 79%, and it currently holds a Zacks Rank of 3 (Hold) [5]

Company Overview - Hologic (HOLX) shares increased by 7.7% to $68.2 in the last trading session, following a period of 6.6% loss over the past four weeks, indicating a significant rebound in investor sentiment [1][2] - The rise in Hologic's stock price is attributed to renewed interest from private equity firms Blackstone and TPG in acquiring the company, which could lead to one of the largest healthcare take-private transactions of the year [2] Earnings Expectations - Hologic is expected to report quarterly earnings of $1.10 per share, reflecting an 8.9% year-over-year increase, with revenues projected at $1.03 billion, a 4.6% increase from the previous year [3] - Despite positive earnings and revenue growth expectations, the consensus EPS estimate for Hologic has been revised marginally lower over the last 30 days, which may indicate potential challenges for price appreciation [4] Industry Context - Hologic operates within the Zacks Medical - Instruments industry, where another company, Alcon (ALC), has seen a decline of 0.6% to $77.2, with a return of -13.9% over the past month [4] - Alcon's consensus EPS estimate has decreased by 3.8% to $0.77, representing a year-over-year change of -4.9%, and it also holds a Zacks Rank of 3 (Hold) [5]

Investors might want to bet on CrowdStrike Holdings (CRWD) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this cloud-based security 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 ...

Investors might want to bet on Toast (TOST) , as it has been recently upgraded 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.Individual investors often find ...

Company Overview - GeoPark Limited (GPRK) shares increased by 5.8% to close at $6.57, following a notable trading volume compared to typical sessions, despite a 6.6% loss over the past four weeks [1] - The stock price surge is linked to rising crude prices, with Brent crude recovering to around $70 per barrel, which has boosted drilling activity and strengthened GeoPark's position as a Latin America-focused energy producer [2] Financial Performance - GeoPark is expected to report quarterly earnings of $0.31 per share, reflecting a year-over-year decline of 35.4%, with revenues anticipated at $114.06 million, down 28.5% from the previous year [3] - The consensus EPS estimate for the upcoming quarter has been revised 138.5% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] Investment Highlights - The stock offers a 9.5% dividend yield and is supported by ongoing share buybacks, enhancing its attractiveness as an energy investment [2] - GeoPark has hedged 87% of its 2025 production against Brent oil prices, providing significant price protection and reducing exposure to commodity market volatility [2] - The stock currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook compared to other stocks in the same industry [5] Industry Context - GeoPark operates within the Oil and Gas - Exploration and Production sector in the United States, alongside other companies like Magnolia Oil & Gas Corp (MGY), which recently closed 4% higher at $24.61 [5] - Magnolia Oil & Gas Corp has seen a -4.7% change in its consensus EPS estimate over the past month, with a year-over-year decline of 21.2%, currently holding a Zacks Rank of 3 (Hold) [6]