Core Viewpoint - BRP Inc. reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, but down from $0.70 per share a year ago, indicating a significant earnings surprise of 13.79% [1] Group 1: Earnings Performance - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - BRP's revenues for the quarter ended April 2025 were $1.3 billion, exceeding the Zacks Consensus Estimate by 5.48%, although this is a decrease from $1.5 billion in the same quarter last year [2] - The company has topped consensus revenue estimates three times over the last four quarters [2] Group 2: Stock Performance and Outlook - BRP shares have declined approximately 29.4% since the beginning of the year, contrasting with the S&P 500's slight gain of 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $1.26 billion, and for the current fiscal year, it is $2.38 on revenues of $5.4 billion [7] Group 3: Industry Context - The Automotive - Original Equipment industry, to which BRP belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact BRP's stock performance [5]

Industry Overview - The Zacks Technology Services Industry is performing strongly, ranking in the top 22% of over 240 Zacks industries, with 11 stocks currently rated as Zacks Rank 1 (Strong Buy) [1] CoreCard (CCRD) - CoreCard's stock price is $26, having reached a 52-week high of $28, driven by consistent revenue growth and increased profitability [2] - The company exceeded Q1 EPS expectations by 75%, reporting earnings of $0.28 per share against estimates of $0.16, a significant increase from $0.07 in Q1 of the previous year [2][3] - Institutional investors own 41% of CoreCard's shares, and the company has surpassed the Zacks EPS Consensus for six consecutive quarters, with an average earnings surprise of 119.22% over the last four quarters [3] Dave Inc. (DAVE) - Dave Inc.'s stock price is $217, reflecting a nearly 150% increase year-to-date and a staggering 3,900% gain over the last two years [5][6] - The company has seen record growth since going public in 2022, with projections indicating high-double-digit growth in both revenue and earnings for fiscal years 2025 and 2026 [6] - Dave crushed Q1 EPS expectations by 61%, reporting earnings of $2.48 per share compared to estimates of $1.54, with FY25 and FY26 EPS estimates increasing by over 26% and 31% respectively in the last 60 days [7] Microvast (MVST) - Microvast's stock price is $3, having increased over 90% in 2025 and reaching a one-year high of $4.32 [8] - The company reported a surprise profit of $0.06 per share in Q1, compared to an expected loss of -$0.02, and achieved record Q1 revenue of $116.49 million, exceeding estimates of $103.75 million and up 43% from $81.35 million in the prior period [9] - Microvast is expected to achieve profitability this year, with rapid sales growth indicating strong future earnings potential [9] Conclusion - The positive trend in earnings estimate revisions suggests further upside potential for highly ranked technology services stocks, with CoreCard, Dave Inc., and Microvast identified as viable buy-the-dip candidates due to their significant expansion [13]

Core Viewpoint - Nvidia reported quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.85 per share, but showing an increase from $0.61 per share a year ago [1][2] Financial Performance - The company posted revenues of $44.06 billion for the quarter ended April 2025, exceeding the Zacks Consensus Estimate by 2.67%, and up from $26.04 billion year-over-year [3] - Nvidia has surpassed consensus revenue estimates four times over the last four quarters [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $45.11 billion, and for the current fiscal year, it is $4.19 on revenues of $193.52 billion [8] - The estimate revisions trend for Nvidia is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Semiconductor - General industry, to which Nvidia belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Company Performance - Ooma reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and up from $0.14 per share a year ago, representing an earnings surprise of 11.11% [1] - The company posted revenues of $65.03 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.32%, and an increase from $62.5 million year-over-year [2] - Ooma has consistently surpassed consensus EPS estimates over the last four quarters [2] Future Outlook - The sustainability of Ooma's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $66.09 million, and for the current fiscal year, it is $0.78 on revenues of $267.67 million [7] - The estimate revisions trend for Ooma is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Communication - Components industry, to which Ooma belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly affect stock performance [5][8]

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].