Company Overview - Cencora, Inc. is a leading global pharmaceutical distribution and healthcare solutions company with a market cap of approximately $70.5 billion, connecting drug manufacturers with pharmacies, hospitals, and healthcare providers worldwide [1] Stock Performance - Cencora's stock has significantly outperformed the broader market, soaring 46.6% over the past 52 weeks compared to the S&P 500 Index's 15.6% gains [2] - The stock is up 7.6% in 2026, surpassing the index's 1.7% rise [2] - Cencora has also outperformed the VanEck Pharmaceutical ETF, which gained 22.9% over the past 52 weeks and 6.5% year-to-date [3] Financial Results - For fiscal 2026 first-quarter results, Cencora reported revenue of about $85.9 billion, up 5.5% year over year, with adjusted diluted EPS rising to $4.08, an increase of roughly 9% from the prior year [5] - Adjusted gross profit climbed to $3 billion, supported by strong volumes and favorable segment mix, while adjusted operating income grew nearly 12% to $1.1 billion [5] Earnings Expectations - Analysts expect Cencora to deliver an adjusted EPS of $17.57 for the current year ending in September, representing a 9.8% year-over-year increase [6] - The company has a strong earnings surprise history, surpassing bottom-line estimates in each of the past four quarters [6] Analyst Ratings - Among the 16 analysts covering Cencora stock, the consensus rating is a "Strong Buy," based on 14 "Strong Buys" and two "Holds" [6] - The bullish sentiment has increased from a month ago when there were 12 "Strong Buy" suggestions [7] - Evercore ISI recently lowered its price target on Cencora to $420 from $440 while maintaining an "Outperform" rating, indicating that the recent 8% selloff appears overdone [7]

Core Insights - Vornado reported revenue of $453.71 million for the quarter ended December 2025, a year-over-year decline of 0.9%, with an EPS of $0.55 compared to $0.01 a year ago, indicating a significant improvement in earnings despite the revenue drop [1] - The revenue exceeded the Zacks Consensus Estimate of $434.77 million by 4.36%, while the EPS fell short of the consensus estimate of $0.57 by 3.05% [1] Financial Performance Metrics - Vornado's shares have returned -9.4% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 4 (Sell) [3] - Occupancy rates in New York were reported at 90%, surpassing the average estimate of 88.5% by four analysts [4] - Total property square footage in New York was 20,907.00 Ksq ft, slightly below the three-analyst average estimate of 21,036.00 Ksq ft [4] - New York retail occupancy was 79.4%, slightly below the average estimate of 80.1% [4] - New York office occupancy was reported at 91.2%, exceeding the average estimate of 89.8% [4] Revenue Breakdown - Total revenues from New York amounted to $374.81 million, compared to the estimated $348.51 million, reflecting a -2.3% change year-over-year [4] - Total rental revenues were $382.14 million, slightly below the average estimate of $382.95 million, representing a -4.1% year-over-year change [4] - Fee and other income from management and leasing fees was $2.61 million, below the average estimate of $2.85 million, with a year-over-year change of +3.6% [4] - Tenant expense reimbursements totaled $38.37 million, significantly lower than the estimated $42.7 million, reflecting a -15.2% change year-over-year [4] - Other income was reported at $27.71 million, exceeding the average estimate of $18.33 million, with a year-over-year change of +41.4% [4] - BMS cleaning fees amounted to $41.25 million, surpassing the average estimate of $36.98 million, with a year-over-year change of +10.9% [4] - Amortization of acquired below-market leases, net, was reported at $0.1 million, below the estimated $0.15 million, reflecting a -48.7% change year-over-year [4]

Core Insights - UDR reported revenue of $428.83 million for the quarter ended December 2025, reflecting a 2% increase year-over-year, but slightly below the Zacks Consensus Estimate of $429.5 million, resulting in a surprise of -0.16% [1] - The company achieved an EPS of $0.64, a significant improvement from -$0.02 in the same quarter last year, with a surprise of +0.02% compared to the consensus estimate [1] Financial Performance Metrics - Weighted Average Physical Occupancy stood at 96.8%, matching the four-analyst average estimate [4] - Revenue from joint venture management and other fees was reported at $4.28 million, exceeding the average estimate of $2.5 million by five analysts, representing a year-over-year increase of 87.1% [4] - Rental income was reported at $428.83 million, slightly below the five-analyst average estimate of $429.08 million, with a year-over-year change of +2% [4] - Net Earnings Per Share (Diluted) was $0.67, significantly higher than the average estimate of $0.11 based on four analysts [4] Stock Performance - UDR shares have returned +2% over the past month, outperforming the Zacks S&P 500 composite, which experienced a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Brixmor Property (BRX) reported a revenue of $353.75 million for the quarter ended December 2025, reflecting a year-over-year increase of 7.7% [1] - The earnings per share (EPS) for the quarter was $0.58, significantly higher than the $0.27 reported in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $348.23 million, resulting in a positive surprise of 1.59% [1] - The EPS also surpassed the consensus estimate of $0.57, with a surprise of 2.33% [1] Revenue Breakdown - Rental income was reported at $352.21 million, exceeding the three-analyst average estimate of $347.18 million, marking a year-over-year increase of 7.3% [4] - Other revenues reached $1.54 million, significantly higher than the two-analyst average estimate of $0.42 million, representing a remarkable year-over-year change of 1691.9% [4] Stock Performance - Brixmor's shares have returned 10.3% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - TMX Group Limited, trading as TMXXF, is a significant entity in the financial services sector, operating various exchanges including the Toronto Stock Exchange and providing trading, clearing, and data solutions [1] - RBC Capital has maintained an "Outperform" rating for TMXXF, indicating expectations for the stock to perform better than the overall market, with the current stock price at $33.99, reflecting a 2.01% increase [2][6] - The recent Q4 2025 earnings call provided insights into TMX Group's financial performance, helping investors assess the company's health and strategic direction [3] Financial Performance - TMXXF's stock price has seen fluctuations over the past year, with a high of $42.19 and a low of $32.93, currently priced at $33.99, which is closer to its yearly low, suggesting potential for growth [4] - The market capitalization of TMXXF is approximately $9.46 billion, indicating a strong presence in the market [4][6] - The trading volume for TMXXF is low, with only 100 shares traded today, which may indicate limited liquidity affecting price stability [5][6]

Core Insights - NetScout Systems (NTCT) reported revenue of $250.68 million for the quarter ended December 2025, a decrease of 0.5% year-over-year, while EPS increased to $1.00 from $0.94 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $235.78 million by 6.32%, and the EPS surpassed the consensus estimate of $0.86 by 16.96% [1] Revenue Breakdown - Service revenue was reported at $128.98 million, exceeding the two-analyst average estimate of $118.04 million, reflecting a year-over-year increase of 4.2% [4] - Product revenue was $121.7 million, slightly above the average estimate of $117.75 million, but showed a year-over-year decline of 5.1% [4] Profit Metrics - Gross profit from services reached $97.75 million, surpassing the average estimate of $89.03 million from two analysts [4] - Gross profit from products was reported at $106.91 million, exceeding the average estimate of $103.17 million [4] Stock Performance - Over the past month, NetScout shares have returned 2.8%, while the Zacks S&P 500 composite experienced a decline of 0.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Company Overview - General Mills, Inc. is a global manufacturer and marketer of branded consumer foods, founded in 1866 and based in Minneapolis, Minnesota, with a market capitalization of $25.5 billion [1] - The company operates through four segments: North America Retail, International, North America Pet, and North America Foodservice, offering products such as ready-to-eat cereals, convenient meals, and snacks under various brands [1] Stock Performance - Over the past year, General Mills shares have declined by 19.9%, while showing a year-to-date growth of 3% in 2026 [2] - In comparison, the S&P 500 Index has returned 14% over the past year and increased by 1.3% in 2026 [2] - The company's stock has underperformed the State Street Consumer Staples Select Sector SPDR ETF, which rose by 10.7% over the past 52 weeks and 13.2% this year [3] Financial Performance - General Mills has reported declining sales over the past two years, indicating a decrease in demand for its products, with revenue expected to remain flat over the next year according to Wall Street analysts [6] - For the fiscal year ending in May 2026, analysts anticipate a 13.3% year-over-year decline in adjusted EPS to $3.65 [7] - The company has a history of earnings surprises, having surpassed bottom-line estimates in each of the past four quarters [7] Analyst Ratings - General Mills currently holds a consensus "Hold" rating, with 20 analysts covering the stock, including three "Strong Buys," one "Moderate Buy," 13 "Holds," and three "Strong Sells" [7] - On January 5, Wells Fargo analyst Christopher Carey maintained a "Hold" rating and lowered the price target from $51 to $49 [8]

Core Viewpoint - Hershey Company has demonstrated strong financial performance and stock growth, significantly outperforming broader market indices and showing positive earnings forecasts for the upcoming fiscal year [2][4]. Financial Performance - Hershey's stock has surged 52% over the past 52 weeks and 27.2% year-to-date, compared to the S&P 500 Index's 14% return over the past year and 1.3% in 2026 [2]. - The company reported Q4 2025 earnings with a revenue increase of 7% year-over-year to $3.1 billion, exceeding market expectations [3]. - Adjusted EPS for Q4 2025 was $1.71, beating Wall Street estimates by 22.1% [3]. Future Projections - Analysts expect Hershey to report a 30.7% year-over-year growth in adjusted EPS to $8.25 for the fiscal year ending in December 2026 [4]. - The company has a history of earnings surprises, having surpassed bottom-line estimates in each of the past four quarters [4]. Analyst Ratings - Hershey currently holds a consensus "Hold" rating, with 23 analysts covering the stock, including five "Strong Buys," one "Moderate Buy," 16 "Holds," and one "Strong Sell" [4]. - Recent analyst updates indicate a more bullish outlook, with the number of "Strong Buys" increasing from three to five in recent months [5]. Price Targets - DA Davidson analyst raised the price target for Hershey from $207 to $243 while maintaining a "Neutral" rating [5]. - The mean price target of $203.52 suggests the stock is trading at a premium, with a Street-high target of $250 indicating an 8% upside potential from current levels [5].

Core Viewpoint - Evergy, Inc. is a significant player in the electric utility sector, with a strong market performance and positive growth outlook driven by strategic initiatives and capital investments [1][5]. Company Overview - Evergy, Inc. is an electric utility holding company formed from the merger of Westar Energy and Great Plains Energy in 2018, serving a diverse customer base and operating various power generation assets [1]. - The company is headquartered in Kansas City, Missouri, and has a market capitalization of approximately $17.7 billion [1]. Stock Performance - Over the past 52 weeks, Evergy's shares have returned 17.1%, outperforming the S&P 500 Index's 14% gain [2]. - Year-to-date, Evergy's stock is up 5.9%, compared to the S&P 500's 1.3% increase [2]. - The stock has also outperformed the State Street Utilities Select Sector SPDR ETF, which rose 10.7% over the past year [3]. Growth Outlook - Investor optimism is bolstered by Evergy's long-term growth prospects and strategic initiatives, including a significant economic development pipeline targeting large customers like data centers and advanced manufacturing facilities [5]. - Analysts project Evergy's EPS to grow by 5.3% year-over-year to $4.01 for the fiscal year 2025 [6]. Analyst Ratings - Among 13 analysts covering Evergy, the consensus rating is a "Moderate Buy," with seven "Strong Buy" ratings, one "Moderate Buy," and five "Holds" [6]. - The mean price target is $84.35, indicating a 9.9% premium to the current price, while the highest target suggests an 18.6% potential upside [7].

Core Insights - Fortive Corporation (FTV) has a market capitalization of $19.1 billion and specializes in developing, manufacturing, and marketing software-enabled workflow solutions and specialized technical products [1] Performance Overview - Over the past 52 weeks, FTV shares have declined by 24.7%, significantly underperforming the S&P 500 Index, which has increased by 14%. However, year-to-date, FTV stock is up 8.9%, outperforming the S&P 500's 1.3% return [2] - Fortive has lagged behind the State Street Technology Select Sector SPDR ETF (XLK), which rose by 20.2% over the past 52 weeks, but has outperformed XLK's 2% year-to-date drop [3] Recent Financial Results - On February 4, FTV shares rose by 10.6% following better-than-expected Q4 results, with revenue increasing by 4.6% year-over-year to $1.1 billion and core revenue rising by 3.3%. Adjusted EPS advanced by 12.5% from the previous year, reaching $0.90, exceeding analyst estimates [3] Future Earnings Expectations - Analysts project FTV's EPS to grow by 8.9% year-over-year to $2.95 for fiscal 2026, ending in December. The company's earnings surprise history is mixed, having met or exceeded consensus estimates in three of the last four quarters [4] Analyst Ratings - Among 20 analysts covering FTV, the consensus rating is a "Hold," consisting of two "Strong Buy," one "Moderate Buy," 15 "Hold," and two "Strong Sell" ratings [4] - Seaport Research maintained a "Buy" rating on FTV and raised its price target to $70, indicating a potential upside of 16.4% from current levels [5] Price Target and Trading Status - FTV is currently trading above its mean price target of $59.06 [6]