Core Insights - Consistent earnings growth is essential for companies as it directly impacts profitability and share prices [1] - Market expectations of earnings significantly influence stock price movements, often leading to price declines even when earnings grow [2] Earnings Estimates & Investment Strategies - Earnings estimates reflect analysts' views on sales growth, product demand, competitive environment, profit margins, and cost control, serving as a critical tool for investment decisions [3] - Investors should focus on stocks with historical earnings growth and increasing quarterly and annual earnings estimates [4] Screening Measures - A screening process was established to identify stocks with strong earnings growth and positive estimate revisions, using parameters such as Zacks Rank and historical EPS growth [5] - Specific criteria included a minimum 5% year-over-year earnings growth and positive revisions in quarterly and annual earnings estimates [6][7] Notable Stocks - NVIDIA is highlighted with an expected earnings growth rate of 40.6% for the next year and holds a Zacks Rank of 2 (Buy) [7][8] - Alphabet is projected to have a 15.7% earnings growth rate over the next five years, also with a Zacks Rank of 2 [9] - JPMorgan's expected earnings growth rate for the next five years is 8.3%, maintaining a Zacks Rank of 2 [10]

Core Viewpoint - Avnet (AVT) is currently rated as a Zacks Rank 5 (Strong Sell) despite having recently surpassed the Zacks Consensus Estimate for earnings [1] Company Overview - Avnet, Inc. specializes in the distribution and sale of electronic components, operating through two segments: Electronic Components and Farnell [2] - The Electronic Components segment focuses on marketing and selling semiconductors, interconnects, passive and electromechanical devices, and integrated components [2] - The Farnell segment is dedicated to distributing electronic components and related products to the electronic system design community through multi-channel sales and marketing resources [2] - Founded in 1921 by Charles Avnet, the company is headquartered in Phoenix, AZ [2] Earnings History - Avnet has beaten the Zacks Consensus Estimate in three of the last four quarters, indicating some level of management effectiveness in meeting market expectations [4] - The most recent quarter reported an EPS of $0.84, exceeding the consensus estimate of $0.81 [4] Earnings Estimates - Recent trends show a decline in annual earnings estimates for Avnet, with the current fiscal year consensus dropping from $4.61 to $4.36 over the last 90 days [5] - The next fiscal year's estimate has also decreased from $6.68 to $6.50 in the same timeframe [5] - The negative movement in earnings estimates is a significant factor contributing to Avnet's Zacks Rank of 5 (Strong Sell) [5] Market Context - A broader trend within the Zacks universe indicates that many stocks are experiencing negative earnings estimate revisions, leading to a decline in their rankings [6]

Core Insights - Analysts project that Bally's (BALY) will report a quarterly loss of -$0.71 per share, reflecting a year-over-year increase of 64.3% [1] - Revenue is expected to reach $659.65 million, marking a 4.7% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1] Revenue Estimates - Analysts estimate 'Revenue- Casinos & Resorts' at $392.60 million, representing an 11.1% increase from the prior-year quarter [4] - 'Revenue- International Interactive' is projected to be $211.30 million, indicating a decline of 8.5% from the year-ago quarter [4] - 'Revenue- North America Interactive' is expected to reach $54.80 million, reflecting a 20% increase from the prior-year quarter [4] EBITDAR Estimates - 'Adjusted EBITDAR- International Interactive' is expected to be $82.90 million, down from $90.03 million reported in the same quarter last year [5] - Analysts project 'Adjusted EBITDAR- Casinos & Resorts' at $109.15 million, compared to $100.44 million from the previous year [5] Stock Performance - Over the past month, shares of Bally's have increased by 28%, while the Zacks S&P 500 composite has only risen by 1.3% [5] - Currently, Bally's holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5]

Core Insights - American Healthcare REIT (AHR) is expected to report quarterly earnings of $0.42 per share, reflecting a year-over-year increase of 16.7% [1] - Projected revenues for AHR are anticipated to be $565.26 million, which represents a 7.9% increase from the same quarter last year [1] - The consensus EPS estimate has remained stable over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Estimates - Analysts predict 'Revenues- Resident fees and services' to be $535.68 million, showing a year-over-year increase of 12.3% [4] - The consensus estimate for 'Revenues- Real estate revenue' is $39.47 million, indicating a decline of 16% from the prior-year quarter [4] Other Financial Metrics - 'Depreciation and amortization' is forecasted to reach $42.39 million [5] - AHR shares have increased by 12% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1% increase [5] - AHR holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [5]

Core Insights - Curtiss-Wright (CW) is expected to report quarterly earnings of $3.28 per share, reflecting a 10.4% increase year over year [1] - Revenue forecasts stand at $871.92 million, indicating a 9.1% year-over-year growth [1] - Analysts have revised the consensus EPS estimate 0.6% higher in the last 30 days, showing a collective reevaluation of initial estimates [1] Revenue Estimates - Adjusted Sales for Aerospace & Industrial are projected at $247.75 million, representing an 8.4% increase year over year [4] - Adjusted Sales for Naval & Power are estimated at $377.42 million, indicating a 15.3% year-over-year growth [4] - Adjusted Sales for Defense Electronics are expected to reach $247.19 million, reflecting a 1.7% increase year over year [4] Operating Income Estimates - Reported Operating Income for Naval & Power is anticipated to be $58.19 million, up from $53.04 million in the same quarter last year [5] - Reported Operating Income for Defense Electronics is projected at $64.19 million, compared to $63.64 million in the same quarter of the previous year [5] - Reported Operating Income for Aerospace & Industrial is expected to be $44.92 million, an increase from $37.44 million in the same quarter last year [6] Stock Performance - Over the past month, Curtiss-Wright shares have gained 8.6%, outperforming the Zacks S&P 500 composite, which increased by 2.1% [6] - The company holds a Zacks Rank of 3 (Hold), suggesting that its performance is likely to align with the overall market in the upcoming period [6]

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - Omega Healthcare Investors (OHI) reported quarterly funds from operations (FFO) of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.77 per share and up from $0.74 per share a year ago [1][2] - The company achieved an FFO surprise of +2.60% for the quarter, having surpassed consensus FFO estimates three times over the last four quarters [2] - Revenues for the quarter ended September 2025 were $311.59 million, surpassing the Zacks Consensus Estimate by 0.97% and up from $276.03 million year-over-year [3] Financial Performance - The FFO for the previous quarter was $0.77, which also beat the expected $0.75, resulting in a surprise of +2.67% [2] - The current consensus FFO estimate for the upcoming quarter is $0.78, with projected revenues of $310.44 million, and for the current fiscal year, the estimate is $3.07 on $1.18 billion in revenues [8] Market Position - Omega Healthcare Investors has underperformed the market with a gain of about 4.4% since the beginning of the year, compared to the S&P 500's gain of 17.2% [4] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future FFO expectations [4] - The estimate revisions trend for Omega Healthcare Investors was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [7]

Core Insights - Cardinal Health, Inc. reported first-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.55, exceeding the Zacks Consensus Estimate of $2.21 by 15.4%, and showing a year-over-year improvement of 35.6% [1][8] - Total revenue for the quarter reached $64 billion, marking a 22% increase year over year and surpassing the Zacks Consensus Estimate by 8.4% [2][8] Revenue Details - Sales increased by 22% year over year to $64 billion, beating estimates [2] Segmental Analysis - **Pharmaceutical and Specialty Solutions**: Revenues rose 23% to $59.2 billion, driven by growth in branded and specialty pharmaceutical sales [3] - **Pharmaceutical Profit**: Totaled $667 million, up 26% from the previous year, supported by brand and specialty products [4] - **Global Medical Products and Distribution**: Revenues reached $3.2 billion, a 2% increase year over year, with profits rising from $8 million to $46 million [4] - **Other Segment**: Sales grew 38% to $1.6 billion, with profits increasing 60% to $166 million, driven by strong performance across its operating segments [5] Margin Analysis - Gross profit increased 22% year over year to $2.32 billion, with a gross margin of 3.6% [6] - Distribution, selling, general and administrative expenses rose 14% to $1.46 billion [6] - Operating income was $668 million, an 18% increase year over year, with adjusted operating income up 37.1% to $857 million [6] Financial Update - The company ended the quarter with cash and cash equivalents of $4.59 billion, up from $3.87 billion in the previous quarter [9] - Net cash provided by operating activities was $973 million, compared to $1.65 billion used in the same period last year [9] 2026 Outlook - Cardinal Health raised its fiscal 2026 earnings guidance, expecting adjusted EPS between $9.65 and $9.85, up from a prior outlook of $9.30-$9.50 [10] - Projected revenue growth for the Pharmaceutical segment is 11-13%, with segment profit expected to increase 16-19% [10][11] - Medical segment revenues are estimated to grow 2-4%, while the Other segment is expected to see revenue growth of 26-28% [11] Conclusion - The company reported strong first-quarter results, with broad-based profit growth across all segments, particularly in Pharmaceutical and Specialty Solutions [12] - The positive results led to a 10% increase in shares during pre-market trading, with a year-to-date gain of 39.1% compared to the industry’s 4.1% [13]

Axis Mutual Fund says the long streak of downgrades in India’s earnings estimates may finally be coming to an end, after the trend left the South Asian nation trailing its global peers https://t.co/k2HxLl5JUW ...

Core Insights - ServiceNow projects Q3 EPS at 4.27 with revenue expected to reach 3.36 billion, indicating strong financial performance [1] - For the fiscal year 2025, the company anticipates an EPS of 16.89, suggesting growth potential in the coming years [1] Financial Projections - Q3 EPS estimate: 4.27 [1] - Q3 revenue estimate: 3.36 billion [1] - FY 2025 EPS estimate: 16.89 [1]