Core Insights - Nova Ltd. reported quarterly earnings of $2.18 per share, exceeding the Zacks Consensus Estimate of $2.08 per share, and showing a significant increase from $1.39 per share a year ago, representing an earnings surprise of 4.81% [1] - The company achieved revenues of $213.36 million for the quarter, surpassing the Zacks Consensus Estimate by 1.41%, and up from $141.8 million year-over-year [2] - Nova Ltd. has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.05 on revenues of $210.6 million, and for the current fiscal year, it is $8.30 on revenues of $840.7 million [7] Industry Context - The Electronics - Semiconductors industry, to which Nova Ltd. belongs, is currently ranked in the bottom 43% 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 Nova Ltd.'s performance [5][6]

分组1 - Griffon reported quarterly earnings of $1.23 per share, exceeding the Zacks Consensus Estimate of $1.13 per share, but down from $1.35 per share a year ago, representing an earnings surprise of 8.85% [1] - The company posted revenues of $611.75 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.64% and down from $672.88 million year-over-year [2] - Over the last four quarters, Griffon has surpassed consensus EPS estimates three times, but has topped consensus revenue estimates only once [2] 分组2 - The stock has underperformed the market, losing about 4.7% since the beginning of the year compared to the S&P 500's decline of 4.3% [3] - The current consensus EPS estimate for the coming quarter is $1.53 on revenues of $669.26 million, and for the current fiscal year, it is $5.71 on revenues of $2.59 billion [7] - The Zacks Industry Rank indicates that the Diversified Operations industry is in the bottom 38% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Berry Petroleum (BRY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this independent upstream energy company would post earnings of $0.12 per share when it actually produced earnings of $0.21, delivering a surprise of 75%.Over the last four q ...

分组1 - Peloton reported a quarterly loss of $0.12 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.06, and an improvement from a loss of $0.45 per share a year ago, indicating a surprise of -100% [1] - The company posted revenues of $624 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.69%, but down from $717.7 million year-over-year [2] - Peloton shares have declined approximately 19.8% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] 分组2 - The earnings outlook for Peloton is mixed, with the current consensus EPS estimate for the coming quarter at -$0.03 on revenues of $579.12 million, and -$0.36 on revenues of $2.46 billion for the current fiscal year [7] - The Leisure and Recreation Products industry, to which Peloton belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Insights - Appian (APPN) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, compared to a loss of $0.24 per share a year ago, indicating a significant earnings surprise of 333.33% [1] - The company achieved revenues of $166.43 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.20% and showing an increase from $149.84 million in the same quarter last year [2] - Appian has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The sustainability of Appian's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is -$0.14 on revenues of $160.09 million, while for the current fiscal year, it is $0.17 on revenues of $676.39 million [7] Industry Context - The Internet - Software industry, to which Appian belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Appian's stock performance [5][6]

Group 1: Earnings Performance - Altice USA reported a quarterly loss of $0.16 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.09, and compared to a loss of $0.05 per share a year ago, indicating an earnings surprise of -77.78% [1] - The company posted revenues of $2.15 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.48%, and down from $2.25 billion in the same quarter last year [2] - Over the last four quarters, Altice USA has not surpassed consensus EPS estimates and has consistently missed revenue estimates [2] Group 2: Stock Performance and Outlook - Altice USA shares have increased by about 10% since the beginning of the year, contrasting with a -4.3% decline in the S&P 500 [3] - The company's earnings outlook is critical for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $2.15 billion, and -$0.30 on revenues of $8.57 billion for the current fiscal year [7] Group 3: Industry Context - The Communication - Components industry, to which Altice USA belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Altice USA's stock performance [5] - The unfavorable trend in estimate revisions has resulted in a Zacks Rank 5 (Strong Sell) for Altice USA, suggesting expected underperformance in the near future [6]

Company Performance - Kimbell Royalty (KRP) reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, and showing a significant increase from earnings of $0.04 per share a year ago, representing an earnings surprise of 33.33% [1] - The company posted revenues of $84.21 million for the quarter ended March 2025, which was 4.56% below the Zacks Consensus Estimate, but an increase from $82.23 million in the same quarter last year [2] - Over the last four quarters, Kimbell Royalty has surpassed consensus EPS estimates two times and topped consensus revenue estimates only once [2] Stock Performance and Outlook - Kimbell Royalty shares have declined approximately 26.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $80.53 million, and for the current fiscal year, it is $0.30 on revenues of $332.35 million [7] Industry Context - The Oil and Gas - Royalty Trust - United States industry, to which Kimbell Royalty belongs, is currently ranked in the bottom 6% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Kimbell Royalty's stock performance [5]

Company Performance - N-able reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, but down from $0.11 per share a year ago, representing an earnings surprise of 33.33% [1] - The company posted revenues of $118.2 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.15% and up from $113.75 million year-over-year [2] - N-able has surpassed consensus EPS estimates in all four of the last quarters [2] Stock Outlook - N-able shares have declined approximately 23.6% since the beginning of the year, compared to a decline of 4.3% for the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.08 for the coming quarter and $0.31 for the current fiscal year [4][7] Industry Context - The Technology Services industry, to which N-able belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of N-able's stock may also be influenced by the overall industry outlook and trends in earnings estimate revisions [5][8]

Core Viewpoint - Janus International Group, Inc. reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, but down from $0.21 per share a year ago, indicating a 62.50% earnings surprise [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates two times over the last four quarters [2] - The quarterly revenue was $210.5 million, surpassing the Zacks Consensus Estimate by 1.54%, but down from $254.5 million year-over-year [2] - The earnings surprise for the last quarter was 400%, with actual earnings of $0.05 compared to an expected $0.01 [1] Group 2: Stock Performance and Outlook - Janus International Group shares have declined approximately 2.7% year-to-date, while the S&P 500 has decreased by 4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $212.2 million, and for the current fiscal year, it is $0.48 on revenues of $874.6 million [7] Group 3: Industry Context - The Building Products - Miscellaneous industry is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Company Performance - US Foods reported quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $0.69 per share, but showing an increase from $0.54 per share a year ago, representing an earnings surprise of -1.45% [1] - The company posted revenues of $9.35 billion for the quarter ended March 2025, which was below the Zacks Consensus Estimate by 0.37%, but an increase from $8.95 billion year-over-year [2] - Over the last four quarters, US Foods has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - The immediate price movement of US Foods' stock will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - US Foods shares have increased by about 2.5% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $10.15 billion, and for the current fiscal year, it is $3.77 on revenues of $39.51 billion [7] - The estimate revisions trend for US Foods is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Zacks Industry Rank for Food - Miscellaneous places it in the top 34% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8] - Campbell's, another company in the same industry, is expected to report quarterly earnings of $0.65 per share, reflecting a year-over-year decline of -13.3% [9]