Company Overview - Gauzy Ltd. (GAUZ) shares increased by 9.4% to close at $6.51, following a notable trading volume, despite a 35.5% loss over the past four weeks [1] - The company is experiencing growing demand for its smart glass and safety technologies, supported by a record order backlog and strategic partnerships with major automakers such as General Motors and Mercedes-Benz [2] Recent Developments - Gauzy achieved a significant milestone with the first customer delivery of General Motors' Cadillac CELESTIQ, which features their patented SPD smart glass technology, underscoring its leadership in advanced automotive smart materials [2] Financial Expectations - The company is projected to report a quarterly loss of $0.40 per share, reflecting a year-over-year change of +54.6%, with expected revenues of $28.96 million, an increase of 18.6% 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 - Gauzy Ltd. is part of the Zacks Electronics - Miscellaneous Products industry, where another company, Teradyne (TER), has seen a 1.6% decline in its stock price, closing at $97.05, while returning 14.8% over the past month [4]

Company Overview - Harrow (HROW) shares increased by 11.4% to close at $34.93, supported by high trading volume, contrasting with a 0.7% gain over the past four weeks [1] - The rise in share price is linked to positive investor sentiment regarding the sales growth of its ophthalmic pharmaceutical products in North America, which is anticipated to enhance shareholder value [1] Earnings Expectations - Harrow is projected to report quarterly earnings of $0.01 per share, reflecting a year-over-year increase of 107.7% [2] - Expected revenues for the upcoming quarter are $65.83 million, representing a 34.5% increase from the same quarter last year [2] Stock Performance and Trends - The consensus EPS estimate for Harrow has remained stable over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] - Harrow holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Comparison - Harrow operates within the Zacks Medical - Drugs industry, where another company, electroCore, Inc. (ECOR), experienced an 8.9% decline in its stock price, closing at $6.88 [3] - electroCore's consensus EPS estimate has also remained unchanged at -$0.32, showing a year-over-year change of 15.8% [4]

Core Viewpoint - PTC Inc. has experienced a significant increase in share price due to potential buyout interest from Autodesk, alongside strong financial forecasts and growth in product offerings [2][3]. Financial Performance - PTC shares ended the last trading session 17.6% higher at $210.47, with a notable trading volume [1] - The company has increased its free cash flow forecast for fiscal 2025 to $840-$850 million, reflecting a growth of 14-16% from the previous estimate [3] - Revenues for fiscal 2025 are projected to be between $2,445 million and $2,565 million, indicating a year-over-year rise of 6-12% [3] - Non-GAAP EPS is now estimated in the range of $5.80-$6.55, suggesting a rise of 14-29% [3] - The upcoming quarterly earnings are expected to be $1.22 per share, representing a year-over-year change of +24.5%, with revenues expected at $582.38 million, up 12.3% from the previous year [4] Market Position and Strategy - PTC is focused on mission-critical products and emphasizes verticalized go-to-market strategies to meet customer needs effectively [3] - The company is expanding its product portfolio to capture new customers in emerging IoT and AR/VR markets, with plans to integrate generative AI into its offerings [4] Industry Context - PTC Inc. belongs to the Zacks Computer - Software industry, which includes other companies like Simulations Plus [6] - Simulations Plus has seen a significant change in its EPS estimate, reflecting broader trends within the software industry [7]

Company Performance - Conagra Brands reported quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.59 per share, and down from $0.61 per share a year ago, representing an earnings surprise of -5.08% [1] - The company posted revenues of $2.78 billion for the quarter ended May 2025, missing the Zacks Consensus Estimate by 2.18%, and down from $2.91 billion year-over-year [2] - Over the last four quarters, Conagra Brands has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Conagra Brands shares have declined approximately 26.6% since the beginning of the year, contrasting with the S&P 500's gain of 6.5% [3] - The current Zacks Rank for Conagra Brands is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.50 on revenues of $2.72 billion, and for the current fiscal year, it is $2.19 on revenues of $11.64 billion [7] - The outlook for the Food - Miscellaneous industry, where Conagra Brands operates, is currently in the bottom 27% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Company Performance - Freightcar America (RAIL) shares increased by 18.6% in the last trading session, closing at $11.66, with a notable trading volume compared to typical sessions [1] - Year-to-date, the company's shares have gained 31%, driven by strong demand for railcars and cost-reduction efforts, including relocating production to a lower-cost region [2] - The consensus EPS estimate for the upcoming quarterly report is $0.06 per share, reflecting a year-over-year increase of 20%, while revenues are expected to be $109.09 million, down 26% from the previous year [3] Earnings Estimates and Trends - The consensus EPS estimate for Freightcar America has been revised 2.8% higher in the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] - Empirical research suggests that trends in earnings estimate revisions are strongly correlated with near-term stock price movements, highlighting the importance of monitoring RAIL's performance [3][4] Industry Context - Freightcar America operates within the Zacks Transportation - Equipment and Leasing industry, which includes other companies like Air Lease (AL) [5] - Air Lease's consensus EPS estimate has remained unchanged at $1.33, representing an 8.1% increase from the previous year, and it also holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - AvePoint, Inc. (AVPT) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which significantly influences stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and near-term stock price movements, making it a valuable tool for investors [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to price movements based on their buying or selling activities [3]. Business Improvement Indicators - The upgrade in earnings estimates for AvePoint suggests an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [4][9]. - AvePoint is projected to earn $0.26 per share for the fiscal year ending December 2025, with a notable increase of 400% in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System Overview - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6][8]. - The upgrade to Zacks Rank 2 places AvePoint in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

Company Overview - Allot Communications (ALLT) shares increased by 8% to $9.21 in the last trading session, following a period of 4.6% loss over the past four weeks, indicating a significant recovery in investor sentiment [1] - The rise in stock price is attributed to recent analyst upgrades, promising earnings potential, an expanding customer base, and effective rollout of security solutions [1] Earnings Expectations - Allot Communications is expected to report break-even quarterly earnings per share, reflecting a year-over-year change of +100% [2] - Projected revenues for the upcoming report are $22.9 million, which is a 3.3% increase from the same quarter last year [2] Stock Performance Indicators - The consensus EPS estimate for Allot Communications has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating strong market confidence [4] Industry Context - Allot Communications operates within the Zacks Technology Services industry, where Ibotta (IBTA) is another player, having experienced a 3.3% decline in the last trading session and a -26.1% return over the past month [4] - Ibotta's consensus EPS estimate has also remained unchanged, with a projected change of +113.6% year-over-year [5]

Company Overview - Personalis (PSNL) shares increased by 14.2% to $7.51 in the last trading session, with a notable trading volume, and have gained 34.6% over the past four weeks, indicating positive investor sentiment towards the company's revenue growth from pharma tests and services [1][2] Financial Performance - The upcoming quarterly report for Personalis is expected to show a loss of $0.25 per share, reflecting a year-over-year decline of 4.2%, with revenues projected at $20.2 million, down 10.5% from the same quarter last year [2] - The consensus EPS estimate for Personalis has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Personalis operates within the Zacks Medical - Generic Drugs industry, which includes Taysha Gene Therapies, Inc. (TSHA), whose stock rose by 3.9% to $2.43 but has seen a decline of 15.8% over the past month [4] - Taysha Gene Therapies' consensus EPS estimate has increased by 12% over the past month to -$0.07, representing a year-over-year change of 22.2% [5]

Company Performance - UniFirst reported quarterly earnings of $2.17 per share, exceeding the Zacks Consensus Estimate of $2.12 per share, but down from $2.19 per share a year ago, representing an earnings surprise of +2.36% [1] - The company posted revenues of $610.78 million for the quarter ended May 2025, missing the Zacks Consensus Estimate by 0.36%, compared to $603.33 million in the same quarter last year [2] - Over the last four quarters, UniFirst has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance - UniFirst shares have increased approximately 11.3% since the beginning of the year, outperforming the S&P 500's gain of 5.4% [3] - The current consensus EPS estimate for the upcoming quarter is $2.02 on revenues of $605 million, and for the current fiscal year, it is $7.94 on revenues of $2.43 billion [7] Industry Outlook - The Zacks Industry Rank indicates that the Uniform and Related industry is currently in the bottom 5% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

Core Viewpoint - Progress Software (PRGS) reported quarterly earnings of $1.4 per share, exceeding the Zacks Consensus Estimate of $1.3 per share, and showing an increase from $1.09 per share a year ago, representing an earnings surprise of +7.69% [1][2] Financial Performance - The company posted revenues of $237.36 million for the quarter ended May 2025, which was slightly below the Zacks Consensus Estimate by 0.21%, but an increase from $175.08 million year-over-year [2] - Over the last four quarters, Progress Software has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Progress Software shares have declined approximately 2.1% since the beginning of the year, while the S&P 500 has gained 5% [3] - The current Zacks Rank for Progress Software is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $240.16 million, and for the current fiscal year, it is $5.28 on revenues of $964.97 million [7] - The estimate revisions trend for Progress Software was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Computer - Software industry, to which Progress Software belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Commvault Systems (CVLT), another company in the same industry, is expected to report quarterly earnings of $0.97 per share, reflecting a year-over-year change of +14.1% [9]