Core Insights - Hewlett Packard Enterprise (HPE) reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, but down from $0.42 per share a year ago [1][2] - The company posted revenues of $7.63 billion for the quarter, surpassing the Zacks Consensus Estimate by 2.13% and up from $7.2 billion year-over-year [3] - HPE has surpassed consensus EPS estimates three times in the last four quarters and has topped revenue estimates four times in the same period [2][3] Earnings Performance - The earnings surprise for the recent quarter was 11.76%, while the previous quarter saw a negative surprise of -2% [2] - The current consensus EPS estimate for the upcoming quarter is $0.42, with expected revenues of $8.23 billion, and for the current fiscal year, the estimate is $1.81 on revenues of $32.64 billion [8] Market Position - HPE shares have underperformed the market, losing about 18.8% since the beginning of the year compared to the S&P 500's gain of 0.9% [4] - The Zacks Industry Rank places the Computer - Integrated Systems sector in the top 18% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The company's earnings outlook will be influenced by management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for HPE is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [7]

Group 1: Earnings Performance - Yext reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 9.09% [1] - The company posted revenues of $109.48 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.73% and increasing from $95.99 million year-over-year [2] - Over the last four quarters, Yext has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Yext shares have increased approximately 5.2% since the beginning of the year, compared to the S&P 500's gain of 0.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $109.83 million, and for the current fiscal year, it is $0.50 on revenues of $443.84 million [7] - The estimate revisions trend for Yext is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Group 3: Industry Context - The Technology Services industry, to which Yext belongs, is currently in the top 20% of over 250 Zacks industries, suggesting a favorable outlook [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]

Core Insights - Dell Technologies reported quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.72 per share, but showing an increase from $1.27 per share a year ago, resulting in an earnings surprise of -9.88% [1] - The company posted revenues of $23.38 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.04% and increasing from $22.24 billion year-over-year [2] - The stock has underperformed the market, losing about 1.3% since the beginning of the year compared to the S&P 500's gain of 0.1% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $2.11 on revenues of $25.15 billion, and for the current fiscal year, it is $9.19 on revenues of $102.42 billion [7] - The estimate revisions trend for Dell Technologies is mixed, leading to a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Computer - Micro Computers industry, to which Dell Technologies belongs, is currently in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [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]

Financial Performance - Ambarella reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, compared to a loss of $0.26 per share a year ago, representing a 75% earnings surprise [1] - The company posted revenues of $85.87 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.20%, and showing an increase from $54.47 million year-over-year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $85.41 million, and for the current fiscal year, it is $0.05 on revenues of $335.89 million [7] - The estimate revisions trend for Ambarella 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 Electronics - Semiconductors industry, to which Ambarella belongs, is currently ranked in the bottom 48% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Group 1 - Spartan Stores reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.46 per share, and down from $0.53 per share a year ago, representing an earnings surprise of -23.91% [1] - The company posted revenues of $2.91 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.35% and up from $2.81 billion year-over-year [2] - Over the last four quarters, Spartan Stores has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and the sustainability of earnings expectations [3][4] - Spartan Stores shares have increased approximately 6.3% since the beginning of the year, outperforming the S&P 500's gain of 0.1% [3] - The current consensus EPS estimate for the coming quarter is $0.52 on revenues of $2.29 billion, and for the current fiscal year, it is $1.77 on revenues of $9.9 billion [7] Group 3 - The Zacks Industry Rank for Food - Natural Foods Products is currently in the top 24% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Spartan Stores is mixed, 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]

Earnings Performance - Royal Bank reported quarterly earnings of $2.20 per share, missing the Zacks Consensus Estimate of $2.25 per share, but showing an increase from $2.15 per share a year ago, resulting in an earnings surprise of -2.22% [1] - The bank posted revenues of $11.03 billion for the quarter, missing the Zacks Consensus Estimate by 1.57%, compared to $10.43 billion in the same quarter last year [2] Market Performance - Royal Bank shares have increased approximately 7% since the beginning of the year, outperforming the S&P 500, which gained only 0.1% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $2.19 for the coming quarter and $9.46 for the current fiscal year, with revenues expected to be $11.27 billion and $46.53 billion respectively [7] - The estimate revisions trend for Royal Bank is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Banks - Foreign industry, to which Royal Bank belongs, is currently in the top 12% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - BRP Inc. reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, but down from $0.70 per share a year ago, indicating a significant earnings surprise of 13.79% [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - BRP's revenues for the quarter ended April 2025 were $1.3 billion, exceeding the Zacks Consensus Estimate by 5.48%, although this is a decrease from $1.5 billion in the same quarter last year [2] - The company has topped consensus revenue estimates three times over the last four quarters [2] Group 2: Stock Performance and Outlook - BRP shares have declined approximately 29.4% since the beginning of the year, contrasting with the S&P 500's slight gain of 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $1.26 billion, and for the current fiscal year, it is $2.38 on revenues of $5.4 billion [7] Group 3: Industry Context - The Automotive - Original Equipment industry, to which BRP belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact BRP's stock performance [5]

Industry Overview - The Zacks Technology Services Industry is performing strongly, ranking in the top 22% of over 240 Zacks industries, with 11 stocks currently rated as Zacks Rank 1 (Strong Buy) [1] CoreCard (CCRD) - CoreCard's stock price is $26, having reached a 52-week high of $28, driven by consistent revenue growth and increased profitability [2] - The company exceeded Q1 EPS expectations by 75%, reporting earnings of $0.28 per share against estimates of $0.16, a significant increase from $0.07 in Q1 of the previous year [2][3] - Institutional investors own 41% of CoreCard's shares, and the company has surpassed the Zacks EPS Consensus for six consecutive quarters, with an average earnings surprise of 119.22% over the last four quarters [3] Dave Inc. (DAVE) - Dave Inc.'s stock price is $217, reflecting a nearly 150% increase year-to-date and a staggering 3,900% gain over the last two years [5][6] - The company has seen record growth since going public in 2022, with projections indicating high-double-digit growth in both revenue and earnings for fiscal years 2025 and 2026 [6] - Dave crushed Q1 EPS expectations by 61%, reporting earnings of $2.48 per share compared to estimates of $1.54, with FY25 and FY26 EPS estimates increasing by over 26% and 31% respectively in the last 60 days [7] Microvast (MVST) - Microvast's stock price is $3, having increased over 90% in 2025 and reaching a one-year high of $4.32 [8] - The company reported a surprise profit of $0.06 per share in Q1, compared to an expected loss of -$0.02, and achieved record Q1 revenue of $116.49 million, exceeding estimates of $103.75 million and up 43% from $81.35 million in the prior period [9] - Microvast is expected to achieve profitability this year, with rapid sales growth indicating strong future earnings potential [9] Conclusion - The positive trend in earnings estimate revisions suggests further upside potential for highly ranked technology services stocks, with CoreCard, Dave Inc., and Microvast identified as viable buy-the-dip candidates due to their significant expansion [13]

Core Viewpoint - Nvidia reported quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.85 per share, but showing an increase from $0.61 per share a year ago [1][2] Financial Performance - The company posted revenues of $44.06 billion for the quarter ended April 2025, exceeding the Zacks Consensus Estimate by 2.67%, and up from $26.04 billion year-over-year [3] - Nvidia has surpassed consensus revenue estimates four times over the last four quarters [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $45.11 billion, and for the current fiscal year, it is $4.19 on revenues of $193.52 billion [8] - The estimate revisions trend for Nvidia is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Semiconductor - General industry, to which Nvidia belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Company Performance - Ooma reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and up from $0.14 per share a year ago, representing an earnings surprise of 11.11% [1] - The company posted revenues of $65.03 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.32%, and an increase from $62.5 million year-over-year [2] - Ooma has consistently surpassed consensus EPS estimates over the last four quarters [2] Future Outlook - The sustainability of Ooma's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $66.09 million, and for the current fiscal year, it is $0.78 on revenues of $267.67 million [7] - The estimate revisions trend for Ooma is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Communication - Components industry, to which Ooma belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly affect stock performance [5][8]