Group 1: Stem, Inc. (STEM) - STEM shares increased by 8.8% to $6.71 in the last trading session, following a 33.7% loss over the past four weeks [1] - The company is benefiting from a focus on high-margin software and services, particularly PowerTrack and managed services, along with cost reductions and improved operational efficiency [1] - The consensus EPS estimate for the upcoming report is a loss of $3.00 per share, reflecting a year-over-year change of +31.8%, with expected revenues of $33.1 million, down 2.7% from the previous year [2] Group 2: Earnings Estimates and Stock Performance - The consensus EPS estimate for STEM has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - STEM currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] - The company is part of the Zacks Computers - IT Services industry, which includes Cognizant (CTSH), also holding a Zacks Rank of 2 (Buy) [3][4] Group 3: Cognizant (CTSH) - Cognizant's consensus EPS estimate for the upcoming report has increased by 0.7% to $1.26, representing a year-over-year change of +7.7% [4] - Cognizant's stock closed the last trading session at $77.59, with a return of -4.3% over the past month [3][4]

分组1 - McCormick reported quarterly earnings of $0.69 per share, exceeding the Zacks Consensus Estimate of $0.65 per share, with an earnings surprise of +6.15% [1] - The company posted revenues of $1.66 billion for the quarter ended May 2025, slightly missing the Zacks Consensus Estimate by 0.22%, compared to $1.64 billion in the same quarter last year [2] - Over the last four quarters, McCormick has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 3.4% since the beginning of the year, while the S&P 500 gained 3.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $1.71 billion, and for the current fiscal year, it is $3.02 on revenues of $6.81 billion [7] - The Zacks Industry Rank for Food - Miscellaneous is in the bottom 24% of over 250 Zacks industries, indicating potential challenges for McCormick's stock performance [8]

Core Viewpoint - General Mills reported quarterly earnings of $0.74 per share, exceeding the Zacks Consensus Estimate of $0.71 per share, but down from $1.01 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +4.23%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter were $4.56 billion, missing the Zacks Consensus Estimate by 1.04%, and down from $4.71 billion year-over-year [3] - The company has topped consensus revenue estimates twice in the last four quarters [3] Stock Performance - General Mills shares have declined approximately 16.3% year-to-date, contrasting with the S&P 500's gain of 3.6% [4] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.94 on revenues of $4.62 billion, and for the current fiscal year, it is $3.87 on revenues of $18.95 billion [8] - The estimate revisions trend for General Mills was unfavorable prior to the earnings release, which may impact future stock performance [7] Industry Context - The Food - Miscellaneous industry, to which General Mills belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Comparatively, Lamb Weston, another company in the same industry, is expected to report a year-over-year earnings decline of -16.7% [10]

Company Overview - Exelixis (EXEL) shares increased by 7.4% to close at $43.37, supported by high trading volume, contrasting with a 4.8% decline over the past four weeks [1] - The company announced that the late-stage STELLAR-303 study met one of its dual primary endpoints, showing a statistically significant improvement in overall survival for patients treated with zanzalintinib in combination with Tecentriq compared to regorafenib [2] - The consensus EPS estimate for Exelixis is $0.63 for the upcoming quarter, reflecting a year-over-year decrease of 25%, with expected revenues of $571.08 million, down 10.4% from the previous year [3] Earnings and Estimates - The consensus EPS estimate for Exelixis has been revised 0.8% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] - Exelixis holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment [4] Industry Context - Exelixis operates within the Zacks Medical - Biomedical and Genetics industry, where Cartesian Therapeutics, Inc. (RNAC) also competes, having closed 0.7% higher at $9.83 [4] - Cartesian Therapeutics has a consensus EPS estimate of -$0.77, representing a significant year-over-year change of -242.6%, and currently holds a Zacks Rank of 3 (Hold) [5]

Company Overview - Graham Corporation (GHM) shares increased by 7.4% to $48.40 in the last trading session, with a notable trading volume, contributing to a total gain of 22.5% over the past four weeks [1][2] Sales and Growth Drivers - The recent rally in Graham Corporation's stock is attributed to optimism regarding increased sales of capital equipment to foreign markets and higher aftermarket sales. Additionally, growth in existing programs, improved pricing, and favorable timing of key project milestones are expected to positively impact the company [2] Earnings Expectations - For the upcoming quarterly report, Graham Corporation is projected to post earnings of $0.25 per share, reflecting a year-over-year decline of 24.2%. Revenue is anticipated to reach $54 million, which is an 8.1% increase compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for Graham has remained unchanged over the last 30 days. Historical data indicates that stock prices typically do not continue to rise without trends in earnings estimate revisions, suggesting that monitoring GHM's performance is essential to determine if the recent stock price increase can be sustained [4] Industry Context - Graham Corporation is part of the Zacks Manufacturing - General Industrial industry. Another company in the same sector, Graco Inc. (GGG), saw a 1.6% increase in its stock price, closing at $85.34, with a 0.4% return over the past month [4]

Financial Performance - Darden Restaurants reported quarterly earnings of $2.98 per share, exceeding the Zacks Consensus Estimate of $2.96 per share, and up from $2.65 per share a year ago [1] - The company posted revenues of $3.27 billion for the quarter, surpassing the Zacks Consensus Estimate by 0.18%, compared to $2.96 billion in the same quarter last year [3] - The earnings surprise for the quarter was 0.68%, while the previous quarter saw a surprise of -0.36% with actual earnings of $2.80 against an expectation of $2.81 [2] Market Performance - Darden Restaurants shares have increased approximately 19.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.7% [4] - The current Zacks Rank for Darden Restaurants is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.93 on revenues of $3.04 billion, and for the current fiscal year, it is $10.70 on revenues of $13.16 billion [8] - The estimate revisions trend for Darden Restaurants is mixed, and changes in earnings expectations may occur following the recent earnings report [5][7] Industry Context - The Retail - Restaurants industry, to which Darden Restaurants belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges ahead [9]

Company Overview - Applied Optoelectronics (AAOI) shares increased by 17.8% to close at $19.77, supported by high trading volume, contrasting with an 11.5% decline over the past four weeks [1] - The company is experiencing strong demand in the CATV market, growth in data center business, and increased production capacity for advanced optical transceivers, including 800G and 1.6 terabit products [1] Financial Performance - The upcoming quarterly report is expected to show a loss of $0.08 per share, reflecting a year-over-year improvement of 71.4% [2] - Revenue is projected to be $104.87 million, representing a significant increase of 142.4% compared to the same quarter last year [2] Market Trends - The consensus EPS estimate for Applied Optoelectronics has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Context - Applied Optoelectronics operates within the Zacks Electronics - Semiconductors industry, where another company, Ichor Holdings (ICHR), has also maintained a Zacks Rank of 3 (Hold) [3][4] - Ichor Holdings' EPS estimate for the upcoming report is $0.19, showing a year-over-year change of 280% [4]

Company Overview - Personalis (PSNL) shares increased by 7.3% to close at $6.45, with a notable trading volume compared to typical sessions, and a total gain of 21.4% over the past four weeks [1] - The positive investor sentiment is linked to the anticipated growth in revenues from Personalis' pharmaceutical tests and services, indicating a rising adoption of its technology [1] Financial Performance - Personalis is expected to report a quarterly 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 been revised 2% higher in the last 30 days, suggesting a potential for price appreciation [3] Industry Context - Personalis operates within the Zacks Medical - Generic Drugs industry, where Doctor Reddy's (RDY) closed 0.5% lower at $15.72, with a 9.4% return over the past month [4] - Doctor Reddy's EPS estimate for the upcoming report remains unchanged at $0.19, representing a 5% decline compared to the previous year, and it also holds a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - Skillsoft Corp. (SKIL) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to price movements based on their buying or selling actions [3]. Skillsoft's Earnings Outlook - The recent upgrade for Skillsoft indicates an improvement in the company's underlying business, which is expected to positively influence its stock price [4]. - Over the past three months, the Zacks Consensus Estimate for Skillsoft has increased by 46.1%, reflecting analysts' growing confidence in the company's earnings potential [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Skillsoft's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

Core Viewpoint - Esco Technologies (ESE) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its 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 strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade reflects an improvement in Esco Technologies' underlying business, suggesting that investors may push the stock price higher due to rising earnings estimates [5][10]. - Esco Technologies is projected to earn $6.07 per share for the fiscal year ending September 2025, with a 6.5% increase in the Zacks Consensus Estimate 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][9]. - The upgrade to Zacks Rank 2 places Esco Technologies in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].