Technical Analysis - Tactile Systems Technology (TCMD) has reached a significant support level, indicating a potential investment opportunity from a technical perspective [1] - TCMD recently broke through the 20-day moving average, suggesting a short-term bullish trend [1][2] Earnings Estimates - Positive earnings estimate revisions for TCMD strengthen the bullish case, with no lowered estimates in the past two months and two raised estimates for the current fiscal year [3] - The consensus earnings estimate for TCMD has also increased, indicating positive sentiment among analysts [3] Stock Performance - TCMD shares have increased by 25.7% over the past four weeks, reflecting strong upward momentum [4] - The company currently holds a Zacks Rank 2 (Buy), suggesting potential for continued stock price appreciation [4]

分组1 - Centuri Holdings reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.21 per share, and showing a decrease from $0.20 per share a year ago, resulting in an earnings surprise of -9.52% [1] - The company posted revenues of $724.05 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.66%, and an increase from $672.08 million year-over-year [2] - Centuri has outperformed the market with a 13.2% increase in shares since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.27 on revenues of $752.75 million, and for the current fiscal year, it is $0.60 on revenues of $2.71 billion [7] - The Zacks Industry Rank for Utility - Electric Power is in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - American Healthcare REIT (AHR) is expected to report quarterly earnings of $0.40 per share, reflecting a 21.2% increase year over year [1] - Analysts forecast revenues of $544.78 million, indicating an 8% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts' reassessment of projections [1] Revenue Estimates - Analysts predict 'Revenues- Resident fees and services' to be $513.45 million, representing a 12.1% year-over-year increase [4] - 'Revenues- Real estate revenue' is estimated at $42.34 million, indicating a 9.1% decline from the previous year [4] Company Performance - Depreciation and amortization is expected to be $41.41 million according to analysts [4] - AHR shares have increased by 12.2% in the past month, outperforming the Zacks S&P 500 composite, which rose by 0.5% [4] - AHR holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near term [4]

Core Insights - Vishay Intertechnology reported a quarterly loss of $0.07 per share, missing the Zacks Consensus Estimate of $0.02, and down from earnings of $0.17 per share a year ago, representing an earnings surprise of -450.00% [1] - The company posted revenues of $762.25 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.30%, and up from $741.24 million year-over-year [2] - Vishay shares have declined approximately 5.5% year-to-date, contrasting with the S&P 500's gain of 7.1% [3] Revenue and Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $752.4 million, and for the current fiscal year, it is $0.10 on revenues of $2.95 billion [7] - The estimate revisions trend for Vishay was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Semiconductor - Discretes industry, to which Vishay belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Wolfspeed, is expected to report a quarterly loss of $0.72 per share, with revenues projected at $189.25 million, down 5.7% year-over-year [9]

Group 1: Earnings Performance - Vertex reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, with an earnings surprise of +7.14% [1] - The company has surpassed consensus EPS estimates for four consecutive quarters [2] - Revenue for the quarter ended June 2025 was $184.56 million, surpassing the Zacks Consensus Estimate by 0.17%, and up from $161.1 million year-over-year [2] Group 2: Stock Performance and Outlook - Vertex shares have declined approximately 38% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.17 for the upcoming quarter and $0.64 for the current fiscal year [4][7] - The Zacks Rank for Vertex is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Group 3: Industry Context - The Internet - Software industry, to which Vertex belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [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 Viewpoint - Valvoline reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and showing an increase from $0.45 per share a year ago, indicating a positive earnings surprise of +2.17% [1] Financial Performance - The company achieved revenues of $439 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.77% and up from $421.4 million year-over-year [2] - Over the last four quarters, Valvoline has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance and Outlook - Valvoline shares have increased by approximately 0.2% since the beginning of the year, underperforming compared to the S&P 500's gain of 7.1% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.49 for the upcoming quarter and $1.65 for the current fiscal year [7] Industry Context - The Automotive - Retail and Wholesale - Parts industry, to which Valvoline belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the current unfavorable estimate revisions trend could lead to underperformance [5][6]

Company Performance - Adient reported quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.47 per share, but showing an increase from $0.32 per share a year ago, resulting in an earnings surprise of -4.26% [1] - The company posted revenues of $3.74 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.08%, and showing a slight increase from $3.72 billion year-over-year [2] - Over the last four quarters, Adient has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Adient shares have increased approximately 28.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.44 on revenues of $3.46 billion, and for the current fiscal year, it is $1.87 on revenues of $14.12 billion [7] Industry Outlook - The Automotive - Original Equipment industry, to which Adient belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Adient's stock performance [5]

Core Viewpoint - Nomad Foods reported quarterly earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.44 per share, but down from $0.47 per share a year ago, indicating a slight decline in year-over-year earnings [1][2] Financial Performance - The company posted revenues of $847.46 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 4.59%, compared to $810.64 million in the same quarter last year [2] - Over the last four quarters, Nomad Foods has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Nomad Foods shares have decreased by approximately 0.4% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.74 on revenues of $915.66 million, and for the current fiscal year, it is $2.13 on revenues of $3.64 billion [7] - The trend of estimate revisions for Nomad Foods was favorable ahead of the earnings release, suggesting potential positive movements in stock price [6] Industry Context - The Food - Miscellaneous industry, to which Nomad Foods belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, which may impact stock performance [8] - Hain Celestial, another company in the same industry, is expected to report a significant decline in earnings, with a consensus EPS estimate of $0.04, reflecting a year-over-year change of -69.2% [9]

Core Viewpoint - NiSource (NI) reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and showing an increase from $0.21 per share a year ago, indicating a positive earnings surprise of +4.76% [1] Financial Performance - The company achieved revenues of $1.28 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.51%, compared to $1.08 billion in the same quarter last year [2] - Over the last four quarters, NiSource has consistently surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - NiSource shares have increased approximately 16.7% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.17 on $1.14 billion in revenues for the upcoming quarter and $1.88 on $6 billion in revenues for the current fiscal year [7] - The Zacks Rank for NiSource is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Utility - Electric Power industry, to which NiSource belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Cencora (COR) came out with quarterly earnings of $4 per share, beating the Zacks Consensus Estimate of $3.78 per share. This compares to earnings of $3.34 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +5.82%. A quarter ago, it was expected that this prescription drug distributor would post earnings of $4.08 per share when it actually produced earnings of $4.42, delivering a surprise of +8.33%. The sustainability of the st ...