Company Performance - Nice (NICE) closed at $163.99, reflecting a -3.74% change from the previous day, which is less than the S&P 500's daily loss of 0.3% [1] - Over the past month, shares of Nice gained 0.86%, underperforming compared to the Computer and Technology sector's gain of 4.85% and the S&P 500's gain of 3.64% [1] Upcoming Earnings - Nice is expected to report an EPS of $2.99, representing a 13.26% increase from the same quarter last year, with anticipated revenue of $713.93 million, indicating a 7.46% increase [2] - For the annual period, the Zacks Consensus Estimates predict earnings of $12.37 per share and revenue of $2.93 billion, reflecting increases of +11.24% and +7% respectively from the previous year [3] Analyst Revisions and Ratings - Recent revisions to analyst forecasts for Nice are crucial as they indicate changing business trends, with positive revisions suggesting analysts' confidence in the company's performance [3] - Nice currently holds a Zacks Rank of 2 (Buy), with the Zacks Rank system showing a strong track record of exceeding expectations [5] Valuation Metrics - Nice has a Forward P/E ratio of 13.77, significantly lower than the industry average of 29.27, indicating it is trading at a discount [6] - The company has a PEG ratio of 1.25, compared to the industry average PEG ratio of 2.21, suggesting favorable growth expectations relative to its valuation [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [7] - Research indicates that industries in the top 50% rated by Zacks outperform those in the bottom half by a factor of 2 to 1 [7]

Alibaba (BABA) closed the most recent trading day at $119.36, moving -2.28% from the previous trading session. This change lagged the S&P 500's daily loss of 0.3%. Elsewhere, the Dow lost 0.46%, while the tech-heavy Nasdaq lost 0.38%. The stock of online retailer has risen by 7.71% in the past month, leading the Retail-Wholesale sector's gain of 2.65% and the S&P 500's gain of 3.64%.The investment community will be paying close attention to the earnings performance of Alibaba in its upcoming release. In tha ...

Company Overview - Akamai Technologies (AKAM) closed at $79.71, reflecting a -1.29% change from the previous day, underperforming the S&P 500's 0.02% gain [1] - The stock has increased by 1.44% over the past month, which is lower than the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Earnings Expectations - The upcoming earnings report is scheduled for August 7, 2025, with an expected EPS of $1.55, a decrease of 1.9% from the same quarter last year [2] - Quarterly revenue is anticipated to be $1.02 billion, representing a 4.26% increase from the previous year [2] Annual Performance Estimates - For the annual period, the Zacks Consensus Estimates project earnings of $6.27 per share and revenue of $4.12 billion, indicating changes of -3.24% and +3.31% respectively from the last year [3] - Recent adjustments to analyst estimates are crucial as they reflect short-term business trends, with positive revisions indicating analyst optimism [3] Valuation Metrics - Akamai Technologies is currently trading at a Forward P/E ratio of 12.88, which is a discount compared to its industry's Forward P/E of 20.42 [6] - The company has a PEG ratio of 1.61, aligning with the Internet - Services industry's average PEG ratio of 1.61 [6] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 192, placing it in the bottom 23% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside- audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.09% increase. Leidos is holding a Zacks Rank of #1 (Strong Buy) right now. Looking at its valuation, Leidos is holding a Forward P/E ratio of 15.02. Its industry sports an average Forward P/E of 19.78, so one might conclud ...

Group 1: Company Performance - Applied Materials (AMAT) shares increased by 2.48% to $190.29, outperforming the S&P 500's daily gain of 0.02% [1] - Over the last month, AMAT's shares rose by 1.35%, lagging behind the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Group 2: Earnings Projections - The upcoming earnings report for Applied Materials is scheduled for August 14, 2025, with projected earnings per share (EPS) of $2.34, reflecting a 10.38% increase year-over-year [2] - Revenue is expected to reach $7.2 billion, indicating a 6.23% increase compared to the same quarter last year [2] Group 3: Full Year Estimates - For the full year, Zacks Consensus Estimates project earnings of $9.47 per share and revenue of $28.82 billion, representing increases of 9.48% and 6.04% respectively from the prior year [3] Group 4: Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Applied Materials are linked to short-term business dynamics, with positive revisions indicating optimism about the business outlook [3][4] - The Zacks Rank system, which incorporates estimate changes, provides actionable ratings, with AMAT currently holding a Zacks Rank of 2 (Buy) [5] Group 5: Valuation Metrics - Applied Materials has a Forward P/E ratio of 19.6, which is a discount compared to the industry average of 26.57 [6] - The company has a PEG ratio of 2.07, while the Electronics - Semiconductors industry average PEG ratio is 1.61 [6] Group 6: Industry Ranking - The Electronics - Semiconductors industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 65, placing it in the top 27% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Clearway Energy (CWEN) closed at $31.46, reflecting a -1.01% change from the previous day, underperforming compared to the S&P 500's gain of 0.4% [1] - Over the past month, CWEN's stock has decreased by 1.03%, while the Oils-Energy sector gained 1.98% and the S&P 500 increased by 4.61% [1] Upcoming Earnings - Clearway Energy is set to release its earnings report on August 5, 2025, with an expected EPS of $0.66, indicating a 53.49% increase from the same quarter last year [2] - The consensus estimate for quarterly revenue is $428.6 million, which represents a 17.1% increase from the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Clearway Energy forecast earnings of $1.02 per share and revenue of $1.45 billion for the full year, reflecting year-over-year changes of +36% and +5.77%, respectively [3] Analyst Estimates and Stock Performance - Recent modifications to analyst estimates for Clearway Energy indicate a dynamic business outlook, with positive revisions suggesting optimism [3] - The Zacks Rank system, which assesses estimate changes, currently ranks Clearway Energy at 4 (Sell), following a 7.47% decrease in the EPS estimate over the last 30 days [5] Valuation Metrics - Clearway Energy has a Forward P/E ratio of 31.28, which is a premium compared to its industry's Forward P/E of 20.9 [6] - The company has a PEG ratio of 0.82, significantly lower than the average PEG ratio of 2.51 for the Alternative Energy - Other industry [6] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 165, placing it in the bottom 34% 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]

Company Performance - Lennar's stock closed at $115.33, reflecting a +1.6% change from the previous day's closing price, outperforming the S&P 500's gain of 0.4% [1] - The stock has increased by 3.37% over the past month, which is below the Construction sector's gain of 6.97% and the S&P 500's gain of 4.61% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $2.14, representing a 45.13% decline from the same quarter last year [2] - Revenue is forecasted to be $9.07 billion, indicating a 3.7% decrease compared to the prior year's corresponding quarter [2] - Full-year estimates predict earnings of $9.04 per share and revenue of $35.22 billion, reflecting year-over-year changes of -34.78% and -0.63%, respectively [3] Analyst Estimates and Ratings - Recent modifications to analyst estimates for Lennar are crucial as they reflect changing business dynamics, with positive revisions indicating confidence in performance [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Lennar at 5 (Strong Sell), with the Zacks Consensus EPS estimate having decreased by 5.31% in the past month [6] Valuation Metrics - Lennar has a Forward P/E ratio of 12.55, which is higher than the industry average Forward P/E of 10.13 [7] - The company's PEG ratio stands at 4.82, significantly above the industry average PEG ratio of 2.22 [8] Industry Context - The Building Products - Home Builders industry, part of the Construction sector, holds a Zacks Industry Rank of 186, placing it in the bottom 25% of over 250 industries [9]

Group 1 - Silicon Motion's stock closed at $72.80, down 1.41% from the previous session, underperforming the S&P 500's gain of 0.4% [1] - The stock has increased by 0.96% over the past month, lagging behind the Computer and Technology sector's gain of 6.84% and the S&P 500's gain of 4.61% [1] Group 2 - Silicon Motion is set to announce its earnings on July 30, 2025, with projected EPS of $0.52, reflecting a 45.83% decline year-over-year, and expected revenue of $180.4 million, down 14.37% from the prior-year quarter [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $3.41 per share and revenue of $815.03 million, indicating changes of -0.58% and +1.43% respectively compared to the previous year [3] Group 3 - Recent changes to analyst estimates for Silicon Motion are important as they reflect short-term business trends, with positive revisions indicating analysts' confidence in the company's performance [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Silicon Motion as 2 (Buy), indicating a favorable outlook [6] Group 4 - Silicon Motion has a Forward P/E ratio of 21.63, which is higher than its industry's Forward P/E of 19.82, and a PEG ratio of 10.2, compared to the industry average PEG ratio of 3.69 [7] - The Computer - Integrated Systems industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 50, placing it in the top 21% of over 250 industries [8]

Company Performance - On Holding (ONON) ended the recent trading session at $50.76, showing a +1.62% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.4% [1] - Shares of On Holding had lost 3.18% in the past month, while the Retail-Wholesale sector gained 4.05% and the S&P 500 gained 4.61% during the same period [1] Earnings Expectations - The upcoming earnings report for On Holding is anticipated to show an EPS of $0.24, representing a 50% increase compared to the same quarter of the previous year [2] - Revenue is expected to be $843.95 million, indicating a 34.46% increase compared to the year-ago quarter [2] Full Year Projections - For the full year, earnings are projected at $1.12 per share and revenue at $3.5 billion, reflecting changes of +1.82% and +32.75% respectively from the previous year [3] - Recent analyst estimate revisions suggest confidence in On Holding's business performance and profit potential [3] Valuation Metrics - On Holding is currently trading at a Forward P/E ratio of 44.8, which is a premium compared to its industry's Forward P/E of 17.54 [6] - The company has a PEG ratio of 2.18, while the average PEG ratio for the Retail - Apparel and Shoes industry is 1.97 [6] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 212, placing it in the bottom 15% of all industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

CleanSpark (CLSK) closed the most recent trading day at $11.82, moving -4.21% from the previous trading session. This change lagged the S&P 500's 0.4% gain on the day. Elsewhere, the Dow gained 0.47%, while the tech-heavy Nasdaq added 0.24%. Heading into today, shares of the company had gained 14.15% over the past month, outpacing the Finance sector's gain of 3.3% and the S&P 500's gain of 4.61%.Analysts and investors alike will be keeping a close eye on the performance of CleanSpark in its upcoming earning ...