Company Performance - Intuit (INTU) closed at $444.98, with a daily increase of +2.51%, outperforming the S&P 500's loss of 0.51% on the same day [1] - The stock has decreased by 32.93% over the past month, significantly underperforming the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93% [1] Upcoming Earnings - Intuit's earnings report is scheduled for February 26, 2026, with projected earnings of $3.65 per share, reflecting a year-over-year growth of 9.94% [2] - Revenue is anticipated to be $4.53 billion, indicating a 14.22% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $23.13 per share and revenue at $21.13 billion, representing increases of +14.79% and +12.21% respectively from the prior year [3] - Recent adjustments to analyst estimates indicate evolving short-term business trends, with positive revisions suggesting analyst optimism regarding Intuit's business and profitability [3] Zacks Rank and Valuation - Intuit currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate having increased by 0.24% over the past month [5] - The company has a Forward P/E ratio of 18.76, which is higher than the industry's Forward P/E of 18.28, and a PEG ratio of 1.32 compared to the industry average of 1.47 [6] Industry Context - The Computer - Software industry, part of the Computer and Technology sector, ranks in the top 37% of all industries according to the Zacks Industry Rank [7] - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - NIO Inc. closed at $4.44, reflecting a -2.42% change from the previous day, underperforming the S&P 500's loss of 0.51% [1] - Over the past month, NIO's shares declined by 4.81%, compared to a loss of 1.25% in the Auto-Tires-Trucks sector and a gain of 0.93% in the S&P 500 [1] Upcoming Financial Results - NIO is expected to report an EPS of -$0.07, which represents an 85.11% improvement from the same quarter last year [2] - The consensus estimate for revenue is $4.77 billion, indicating a 76.76% increase year-over-year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict an EPS of -$1.03 and revenue of $12.59 billion, reflecting changes of +31.79% and 0% respectively from the previous year [3] - Recent revisions to analyst forecasts are important as they indicate near-term business trends, with positive revisions suggesting analyst optimism [3] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks NIO Inc. at 3 (Hold) [5] - The Automotive - Foreign industry, part of the Auto-Tires-Trucks sector, has a Zacks Industry Rank of 172, placing it in the bottom 30% of over 250 industries [6]

Company Performance - Zoom Communications closed at $90.64, with a +2.15% increase from the previous day, outperforming the S&P 500 which fell by 0.51% [1] - Over the past month, Zoom's shares appreciated by 3.46%, while the Computer and Technology sector experienced a loss of 0.27% and the S&P 500 gained 0.93% [1] Upcoming Earnings - Zoom is set to release its earnings on February 25, 2026, with analysts expecting earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% [2] - Revenue is anticipated to be $1.23 billion, indicating a 4.08% increase compared to the same quarter last year [2] Annual Forecast - The Zacks Consensus Estimates predict earnings of $5.96 per share and revenue of $4.85 billion for the entire year, showing changes of +7.58% in earnings and 0% in revenue compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Zoom are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting analyst optimism about profitability [3] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 14.94, which is lower than the industry average of 20.67 [6] - The company has a PEG ratio of 5.21, compared to the Internet - Software industry's average PEG ratio of 1.17 [6] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 95, placing it in the top 39% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

NETGEAR, Inc. (NTGR) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +447.37%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced earnings of $0.12, delivering a surprise of +233.33%.Over the last four quarters, the company ha ...

分组1 - Crown Castle reported quarterly funds from operations (FFO) of $1.12 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, but down from $1.8 per share a year ago, representing an FFO surprise of +5.16% [1] - The company posted revenues of $1.07 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.17%, compared to year-ago revenues of $1.65 billion [2] - Crown Castle has consistently surpassed consensus FFO and revenue estimates over the last four quarters [2] 分组2 - The stock has underperformed the market, losing about 5% since the beginning of the year, while the S&P 500 gained 1.1% [3] - The future performance of Crown Castle's stock will depend on management's commentary during the earnings call and the outlook for FFO [4][6] - The current consensus FFO estimate for the coming quarter is $1.04 on revenues of $1.05 billion, and for the current fiscal year, it is $4.77 on revenues of $4.26 billion [7] 分组3 - The REIT and Equity Trust - Other industry, to which Crown Castle belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can impact investor decisions [5]

分组1 - Globe Life reported quarterly earnings of $3.39 per share, missing the Zacks Consensus Estimate of $3.44 per share, but showing an increase from $3.14 per share a year ago, resulting in an earnings surprise of -1.31% [1] - The company posted revenues of $1.52 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 0.73%, and an increase from $1.46 billion year-over-year [2] - Over the last four quarters, Globe Life has surpassed consensus EPS estimates two times but has not beaten consensus revenue estimates [2] 分组2 - The stock has gained approximately 2.7% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [3] - The current consensus EPS estimate for the coming quarter is $3.52 on revenues of $1.56 billion, and for the current fiscal year, it is $15.04 on revenues of $6.35 billion [7] - The Zacks Industry Rank for Insurance - Accident and Health is currently in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Mid-America Apartment Communities (MAA) reported quarterly funds from operations (FFO) of $2.23 per share, slightly exceeding the Zacks Consensus Estimate of $2.22 per share, with a year-over-year comparison showing no change [1] - The company has surpassed consensus FFO estimates three times over the last four quarters, but its revenues of $555.56 million for the quarter ended December 2025 fell short of the Zacks Consensus Estimate by 0.4% [2] - The stock has underperformed the market, losing approximately 4.8% since the beginning of the year, while the S&P 500 has gained 1.1% [3] Financial Performance - The FFO surprise for the latest quarter was +0.59%, while the previous quarter saw a surprise of -0.46% with an actual FFO of $2.16 against an expectation of $2.17 [1][2] - The current consensus FFO estimate for the upcoming quarter is $2.16, with projected revenues of $558.4 million, and for the current fiscal year, the estimate is $8.67 on $2.26 billion in revenues [7] Market Outlook - The estimate revisions trend for Mid-America Apartment Communities was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The REIT and Equity Trust - Residential industry is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8]

分组1 - A10 Networks reported quarterly earnings of $0.26 per share, matching the Zacks Consensus Estimate, but down from $0.31 per share a year ago [1] - The company posted revenues of $80.36 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.72% and up from $74.2 million year-over-year [2] - A10 Networks has surpassed consensus EPS estimates three times in the last four quarters [1] - The company has topped consensus revenue estimates four times over the last four quarters [2] 分组2 - A10 Networks shares have declined approximately 2.4% since the beginning of the year, while the S&P 500 has gained 1.1% [3] - The company's earnings outlook will be influenced by management's commentary during the earnings call [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $68.82 million, and for the current fiscal year, it is $0.97 on revenues of $307.08 million [7] 分组3 - The Zacks Industry Rank for Internet - Software is currently in the top 39% of over 250 Zacks industries, indicating a favorable outlook for the sector [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] - A10 Networks currently holds a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Viewpoint - Merchants Bancorp (MBIN) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise their earnings estimates for the company [1][2]. Earnings Estimate Revisions - The rising trend in earnings estimate revisions reflects growing analyst optimism regarding the earnings prospects of Merchants Bancorp, which is expected to positively influence its stock price [2]. - The earnings estimate for the current quarter is $1.18 per share, representing a 26.9% increase from the previous year [5]. - Over the last 30 days, the Zacks Consensus Estimate for Merchants Bancorp has increased by 7.29%, with three estimates moving higher and no negative revisions [5]. - For the full year, the company is projected to earn $5.24 per share, indicating a 38.6% increase from the prior year [6]. - The consensus estimate for the current year has risen by 5.79% due to three upward revisions and no negative changes [7]. Zacks Rank and Performance - Merchants Bancorp has achieved a Zacks Rank 1 (Strong Buy) due to strong agreement among analysts in revising earnings estimates upward, which is a reliable indicator of potential stock performance [3][8]. - Stocks with a Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [8]. Stock Performance - The stock of Merchants Bancorp has increased by 19.3% over the past four weeks, indicating strong investor interest driven by favorable estimate revisions [9]. - There may still be further upside potential in the stock, suggesting it could be a good addition to investment portfolios [9].

Core Viewpoint - Western Digital (WDC) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts' optimism regarding Western Digital's earnings prospects is leading to higher estimates, which are expected to positively impact the stock price [2]. - The consensus earnings estimate for the current quarter is $2.35 per share, reflecting a year-over-year increase of +72.8%. This estimate has risen by 23.53% over the last 30 days, with three estimates going higher and no negative revisions [6]. - For the full year, the expected earnings per share is $8.95, indicating a year-over-year change of +81.5%. The consensus estimate has increased by 18.33% due to five upward revisions and no negative changes [7][8]. Zacks Rank - Western Digital currently holds a Zacks Rank 1 (Strong Buy), attributed to favorable estimate revisions. This ranking is part of a system that has shown a strong track record of outperformance, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][9]. - Research indicates that stocks with Zacks Rank 1 and 2 significantly outperform the S&P 500 [9]. Stock Performance - The stock has appreciated by 32.3% over the past four weeks due to strong estimate revisions, suggesting potential for further upside [10].