Core Viewpoint - Salesforce.com reported quarterly earnings of $2.58 per share, exceeding the Zacks Consensus Estimate of $2.54 per share, and showing an increase from $2.44 per share a year ago, indicating a positive earnings surprise of 1.57% [1] - The company generated revenues of $9.83 billion for the quarter, surpassing the Zacks Consensus Estimate by 0.95% and reflecting a year-over-year increase from $9.13 billion [2] Financial Performance - Over the last four quarters, Salesforce.com has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $2.72, with expected revenues of $10.02 billion, while the estimate for the current fiscal year is $11.12 on revenues of $40.75 billion [7] Market Performance - Salesforce.com shares have declined approximately 17.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Computer - Software industry, to which Salesforce.com belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Another company in the same industry, Oracle, is expected to report quarterly earnings of $1.64 per share, reflecting a year-over-year change of +0.6%, with revenues projected at $15.54 billion, up 8.8% from the previous year [9]

Company Performance - Capri Holdings reported a quarterly loss of $4.90 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.16, and compared to earnings of $0.42 per share a year ago, indicating an earnings surprise of -2,962.50% [1] - The company posted revenues of $1.04 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.31%, but down from $1.22 billion in the same quarter last year [2] - Over the last four quarters, Capri Holdings has not been able to surpass consensus EPS estimates, although it has topped consensus revenue estimates two times [2] Stock Performance - Capri Holdings shares have declined approximately 16.7% since the beginning of the year, while the S&P 500 has gained 0.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $945.17 million, and for the current fiscal year, it is $1.12 on revenues of $4.1 billion [7] Industry Outlook - The Retail - Apparel and Shoes industry, to which Capri Holdings belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Capri Holdings may be influenced by the overall outlook for the industry, as research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] Future Expectations - The sustainability of Capri Holdings' stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Capri Holdings is currently mixed, resulting in a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Company Performance - Columbus McKinnon (CMCO) reported quarterly earnings of $0.60 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, but down from $0.75 per share a year ago [1] - The earnings surprise for this quarter was 3.45%, while the previous quarter saw a negative surprise of -24.32% with actual earnings of $0.56 compared to an expected $0.74 [2] - The company posted revenues of $246.89 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 3.15% and down from $265.5 million year-over-year [3] Stock Performance - Columbus McKinnon shares have declined approximately 52.3% since the beginning of the year, contrasting with the S&P 500's gain of 0.7% [4] - The current Zacks Rank for Columbus McKinnon is 4 (Sell), indicating expectations of underperformance in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $237.3 million, and for the current fiscal year, it is $2.66 on revenues of $973.64 million [8] - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock performance [6][7] Industry Context - Columbus McKinnon operates within the Manufacturing - Material Handling industry, which is currently ranked in the bottom 17% of over 250 Zacks industries [9]

Company Performance - Champion Homes reported quarterly earnings of $0.65 per share, missing the Zacks Consensus Estimate of $0.75 per share, but showing an increase from $0.62 per share a year ago, resulting in an earnings surprise of -13.33% [1] - The company posted revenues of $593.87 million for the quarter ended March 2025, which was 1.22% below the Zacks Consensus Estimate, but an increase from $536.36 million year-over-year [2] - Over the last four quarters, Champion Homes has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Outlook - Champion Homes shares have declined approximately 4.4% since the beginning of the year, compared to a decline of 1.3% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $666.6 million, and for the current fiscal year, it is $3.89 on revenues of $2.66 billion [7] Industry Context - The Building Products - Mobile Homes and RV Builders industry, to which Champion Homes belongs, is currently ranked in the bottom 20% 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 could impact Champion Homes' stock performance [5]

Bank of Nova Scotia (BNS) came out with quarterly earnings of $1.06 per share, missing the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.02%. A quarter ago, it was expected that this bank would post earnings of $1.17 per share when it actually produced earnings of $1.22, delivering a surprise of 4.27%.Over the last four quarters, the company h ...

Core Viewpoint - Millicom International Cellular SA (TIGO) has received a Zacks Rank 1 (Strong Buy) upgrade, indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Millicom International Cellular is projected at $3.10 per share for the fiscal year ending December 2025, reflecting a year-over-year increase of 109.5% [9]. - Over the past three months, the Zacks Consensus Estimate for the company has risen by 9%, indicating a trend of increasing earnings estimates [9]. Zacks Rating System - The Zacks rating system is based solely on a company's changing earnings picture, which is tracked through EPS estimates from sell-side analysts [2]. - The system classifies stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - The upgrade of Millicom International Cellular to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [11]. Market Influence - Changes in earnings estimates are strongly correlated with stock price movements, largely due to the actions of institutional investors who adjust their valuations based on these estimates [5][6]. - An increase in earnings estimates typically leads to higher fair value for a stock, prompting institutional investors to buy, which can drive the stock price higher [5].

Core Insights - Equinix (EQIX) has shown a bullish trend after surpassing the 20-day moving average, indicating a potential short-term upward movement in stock price [1][4] - The stock has experienced a 6% increase over the past four weeks, reinforcing the positive outlook for EQIX [4] - There have been six upward revisions in earnings estimates for the current fiscal year, with no downward revisions, suggesting strong investor confidence [3] Technical Analysis - The 20-day simple moving average is a key indicator for short-term traders, smoothing out price fluctuations and providing clearer trend signals [1][2] - A stock price above the 20-day moving average indicates a positive trend, while a price below suggests a downward trend [2] Earnings Estimates - The consensus estimate for EQIX has increased due to the positive revisions, further supporting the bullish sentiment among investors [3] - The combination of technical indicators and favorable earnings revisions makes EQIX a stock to watch [3]

Core Viewpoint - Deckers reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, and showing an increase from $0.82 per share a year ago, resulting in an earnings surprise of 75.44% [1][2] Financial Performance - The company achieved revenues of $1.02 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.35%, and up from $959.76 million in the same quarter last year [2] - Over the last four quarters, Deckers has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance and Outlook - Deckers shares have declined approximately 39.3% year-to-date, contrasting with the S&P 500's decline of only 0.6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.79, with expected revenues of $923.28 million, and for the current fiscal year, the EPS estimate is $6.36 on revenues of $5.4 billion [7] Industry Context - The Retail - Apparel and Shoes industry, to which Deckers belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, indicating potential challenges ahead [8]

Group 1: Earnings Performance - Williams-Sonoma reported quarterly earnings of $1.85 per share, exceeding the Zacks Consensus Estimate of $1.76 per share, but down from $2.04 per share a year ago, representing an earnings surprise of 5.11% [1] - The company posted revenues of $1.73 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 3.73% and up from $1.66 billion year-over-year [2] Group 2: Stock Performance and Outlook - Williams-Sonoma shares have declined approximately 9.3% since the beginning of the year, contrasting with the S&P 500's decline of -0.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.79 on revenues of $1.8 billion, and for the current fiscal year, it is $8.46 on revenues of $7.68 billion [7] Group 3: Industry Context - The Retail - Home Furnishings industry, to which Williams-Sonoma belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

BJ's Wholesale Club (BJ) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25.27%. A quarter ago, it was expected that this wholesale membership warehouse operator would post earnings of $0.87 per share when it actually produced earnings of $0.93, delivering a surprise of 6.90%.Over the ...