分组1 - BankUnited, Inc. reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and up from $0.72 per share a year ago, representing an earnings surprise of +15.19% [1] - The company posted revenues of $273.93 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.12%, compared to year-ago revenues of $250.21 million [2] - BankUnited has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has added about 1.4% since the beginning of the year, underperforming the S&P 500's gain of 7.3% [3] - The current consensus EPS estimate for the coming quarter is $0.81 on revenues of $273.49 million, and for the current fiscal year, it is $3.20 on revenues of $1.07 billion [7] - The Zacks Industry Rank for Banks - Major Regional is currently in the top 11% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - FVCBankcorp (FVCB) reported quarterly earnings of $0.30 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and up from $0.23 per share a year ago, representing an earnings surprise of +7.14% [1] - The company posted revenues of $16.61 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.64%, and an increase from $14.54 million year-over-year [2] - FVCBankcorp has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $16.63 million, and for the current fiscal year, it is $1.15 on revenues of $65.37 million [7] - The estimate revisions trend for FVCBankcorp was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Banks - Southeast industry, to which FVCBankcorp belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [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]

Company Performance - PennyMac Financial (PFSI) reported quarterly earnings of $1.02 per share, missing the Zacks Consensus Estimate of $3.01 per share, and down from $2.67 per share a year ago, indicating a significant decline in profitability [1][2] - The company posted revenues of $444.73 million for the quarter, which was 14.75% below the Zacks Consensus Estimate and an increase from $406.13 million year-over-year, but it has not surpassed consensus revenue estimates in the last four quarters [3] Earnings Surprises and Trends - The earnings surprise for the recent quarter was -66.11%, following a previous quarter where the earnings surprise was -52.51% [2] - Over the last four quarters, PennyMac has only surpassed consensus EPS estimates once, indicating a trend of underperformance [2] Market Performance - PennyMac shares have decreased by approximately 0.2% since the beginning of the year, contrasting with the S&P 500's gain of 7.2%, highlighting the company's underperformance relative to the broader market [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.27 on revenues of $579.18 million, and for the current fiscal year, the estimate is $12.35 on revenues of $2.12 billion [8] - The Zacks Rank for PennyMac is currently 4 (Sell), suggesting that the stock is expected to underperform the market in the near future [7] Industry Context - The Financial - Mortgage & Related Services industry, to which PennyMac belongs, is currently ranked in the bottom 12% of over 250 Zacks industries, indicating a challenging environment for companies in this sector [9]

Core Viewpoint - Hanmi Financial reported quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.62 per share, representing an earnings surprise of -19.35% [1][2] Financial Performance - The company posted revenues of $65.21 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.29%, compared to year-ago revenues of $56.68 million [2] - Over the last four quarters, Hanmi Financial has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Hanmi Financial shares have increased approximately 9.7% since the beginning of the year, outperforming the S&P 500's gain of 7.2% [3] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.66 on revenues of $66.8 million, and for the current fiscal year, it is $2.54 on revenues of $263 million [7] - The estimate revisions trend for Hanmi Financial was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Zacks Industry Rank for Banks - West is currently in the top 28% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]

Core Viewpoint - Manhattan Associates reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.12 per share, and showing an increase from $1.18 per share a year ago, resulting in an earnings surprise of +16.96% [1][2] Financial Performance - The company achieved revenues of $272.42 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.47%, and up from $265.32 million year-over-year [2] - Over the last four quarters, Manhattan Associates has consistently exceeded consensus EPS estimates [2] Stock Performance - Shares of Manhattan Associates have declined approximately 26.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.2% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $270.53 million, and for the current fiscal year, it is $4.57 on revenues of $1.06 billion [7] - The trend of earnings estimate revisions prior to the earnings release was mixed, which may influence future stock performance [6] Industry Context - The Computer - Software industry, to which Manhattan Associates belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Overview - TTM Technologies (TTMI) shares increased by 5.4% to $47.47 in the last trading session, with a notable trading volume and a 22.7% gain over the past four weeks [1] - The company is experiencing strong demand in aerospace and defense, data center computing, and networking markets, alongside investments in advanced manufacturing facilities in Penang and Syracuse [1] Earnings Expectations - TTM is projected to report quarterly earnings of $0.52 per share, reflecting a year-over-year increase of 33.3% [2] - Expected revenues for the upcoming quarter are $667.99 million, which is a 10.4% increase compared to the same quarter last year [2] Stock Performance and Trends - The consensus EPS estimate for TTM has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - TTM currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] Industry Comparison - TTM is part of the Zacks Electronics - Miscellaneous Components industry, where Rogers Corp. (ROG) has a consensus EPS estimate of $0.5, representing a year-over-year decline of 27.5% [4] - Rogers Corp. holds a Zacks Rank of 3 (Hold), indicating a less favorable outlook compared to TTM [4]

Group 1 - Astera Labs, Inc. (ALAB) shares increased by 19.3% to $121.89 in the last trading session, with a higher-than-average trading volume, compared to a 9.7% gain over the past four weeks [1] - The company is experiencing strong demand for its Aries and Taurus product families, and expects accelerated shipments of Scorpio P-Series switches and Aries 6 retimers, which are based on market-leading GPUs, to enhance top-line growth [2] - Astera Labs is projected to report quarterly earnings of $0.33 per share, reflecting a year-over-year increase of 153.9%, with revenues expected to reach $172.71 million, up 124.7% from the same quarter last year [2] Group 2 - The consensus EPS estimate for Astera Labs has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - Astera Labs holds a Zacks Rank of 3 (Hold), while another company in the same industry, Exodus Movement, Inc. (EXOD), has a Zacks Rank of 4 (Sell) and saw its shares decrease by 11.8% to $33.61 in the last trading session [4][5]

Core Viewpoint - Maximus (MMS) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, driven by institutional investors adjusting their valuations based on these estimates [4][6]. - Rising earnings estimates for Maximus suggest an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions, positioning Maximus favorably for potential market-beating returns [9][10]. Recent Earnings Estimate Revisions - For the fiscal year ending September 2025, Maximus is expected to earn $6.49 per share, with a 6.7% increase in the Zacks Consensus Estimate over the past three months [8].

Group 1 - Shares of Cars.com (CARS) have increased by 11.6% over the past four weeks, closing at $12.88, with a mean price target of $17.08 indicating a potential upside of 32.6% [1] - The mean estimate consists of six short-term price targets with a standard deviation of $5.02, where the lowest estimate is $12.00 (6.8% decline) and the highest is $25.00 (94.1% increase) [2] - Analysts show a consensus that Cars.com will report better earnings than previously estimated, which is a positive indicator for potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for the current year has risen by 0.8% over the past month, with one estimate increasing and no negative revisions [12] - Cars.com holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does suggest a positive direction for price movement [14]

Core Insights - The Zacks Focus List is a curated portfolio of 50 stocks aimed at long-term investors, expected to outperform the market over the next 12 months [3][4] - The Focus List has demonstrated strong past performance, gaining 13.85% in 2020 compared to the S&P 500's 9.38%, and a cumulative return of 2,519.23% since February 1, 1996, against the S&P's 854.95% [5] - The selection methodology relies on earnings estimate revisions, which are critical for predicting future stock performance [6][7] Focus List Methodology - Stocks are chosen based on the power of earnings estimate revisions, which are influenced by brokerage analysts and company management [6] - The Zacks Rank, a proprietary stock-rating model, utilizes changes in quarterly earnings expectations to guide investment decisions [8] - The Zacks Rank is based on four pillars: Agreement, Magnitude, Upside, and Surprise, categorizing stocks into five groups from "Strong Buy" to "Strong Sell" [9] Stock Spotlight: Huntington Ingalls Industries (HII) - Huntington Ingalls Industries, based in Newport News, VA, specializes in designing and building nuclear-powered ships for the U.S. Navy and Coast Guard [11] - Since being added to the Focus List at $155.20 per share on May 9, 2016, HII's shares have increased by 62.97% to $252.93 [12] - HII has received positive earnings estimate revisions, with the Zacks Consensus Estimate for fiscal 2025 increasing by $0.11 to $14.42, and an expected earnings growth of 3.3% for the current fiscal year [12]