Group 1: Earnings Performance - Zoom Communications reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.37 per share, and up from $1.39 per share a year ago, representing an earnings surprise of +11.68% [1] - The company posted revenues of $1.22 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.66%, compared to year-ago revenues of $1.16 billion [2] - Over the last four quarters, Zoom has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - Zoom shares have declined approximately 11.6% since the beginning of the year, while the S&P 500 has gained 8.7% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.38 on revenues of $1.21 billion, and for the current fiscal year, it is $5.58 on revenues of $4.8 billion [7] Group 3: Industry Context - The Internet - Software industry, to which Zoom belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

分组1 - Collegium Pharmaceutical reported quarterly earnings of $1.68 per share, exceeding the Zacks Consensus Estimate of $1.62 per share, and showing an earnings surprise of +3.70% [1] - The company achieved revenues of $188 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.23%, compared to $145.28 million in the same quarter last year [2] - Over the last four quarters, Collegium Pharmaceutical has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] 分组2 - The stock has added approximately 3.8% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.80 on revenues of $188.37 million, and for the current fiscal year, it is $6.90 on revenues of $747.55 million [7] - The Zacks Industry Rank for Medical - Drugs is currently in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +23.08%. A quarter ago, it was expected that this company would post earnings of $0.12 per share when it actually produced earnings of $0.14, delivering a surprise of +16.67%. Over the last four quarters, the compan ...

Company Performance - Waters reported quarterly earnings of $2.95 per share, exceeding the Zacks Consensus Estimate of $2.93 per share, and up from $2.63 per share a year ago, representing an earnings surprise of +0.68% [1] - The company posted revenues of $771.33 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.63%, compared to $708.53 million in the same quarter last year [2] - Over the last four quarters, Waters has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Waters shares have declined approximately 21.8% since the beginning of the year, while the S&P 500 has gained 6.1% [3] - The company's current Zacks Rank is 3 (Hold), indicating expected performance in line with the market in the near future [6] - The consensus EPS estimate for the upcoming quarter is $3.24 on revenues of $777.06 million, and for the current fiscal year, it is $12.91 on revenues of $3.11 billion [7] Industry Context - The Medical - Instruments industry, to which Waters belongs, is currently ranked in the bottom 37% 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 can impact investor sentiment [5]

Roblox (RBLX) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.46. This compares to a loss of $0.32 per share a year ago. These figures are adjusted for non-recurring items. Ahead of this earnings release, the estimate revisions trend for Roblox was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, t ...

Core Viewpoint - Citizens Financial Services (CZFS) reported quarterly earnings of $1.76 per share, exceeding the Zacks Consensus Estimate of $1.62 per share, and showing an increase from $1.3 per share a year ago, representing an earnings surprise of +8.64% [1][2] Financial Performance - The company posted revenues of $27.31 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.54%, compared to $24.64 million in the same quarter last year [2] - Over the last four quarters, CZFS has exceeded consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Citizens Financial Services shares have declined approximately 14% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $1.62 on revenues of $28.7 million, and for the current fiscal year, it is $6.54 on revenues of $111.5 million [7] Industry Context - The Zacks Industry Rank for Banks - Northeast is currently in the top 10% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Core Insights - Alignment Healthcare reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, and showing improvement from a loss of $0.13 per share a year ago, resulting in an earnings surprise of +200.00% [1] - The company achieved revenues of $1.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.75%, and compared to revenues of $681.29 million in the same quarter last year [2] Financial Performance - Over the last four quarters, Alignment Healthcare has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $953.68 million, and for the current fiscal year, it is -$0.33 on revenues of $3.8 billion [7] Market Position - Alignment Healthcare shares have increased approximately 4.7% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The Zacks Industry Rank indicates that the Medical Services sector is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Alignment Healthcare was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Company Performance - GE HealthCare Technologies (GEHC) reported quarterly earnings of $1.06 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and showing an increase from $1 per share a year ago, resulting in an earnings surprise of +16.48% [1] - The company posted revenues of $5.01 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.66%, and up from $4.84 billion year-over-year [2] - Over the last four quarters, GE HealthCare has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - GE HealthCare shares have declined approximately 0.6% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The company's current Zacks Rank is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.94 on revenues of $5.02 billion, and for the current fiscal year, it is $4.02 on revenues of $20.31 billion [7] Industry Context - The Medical - Products industry, to which GE HealthCare belongs, is currently ranked in the bottom 29% 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 GE HealthCare's stock performance [5]

Core Insights - Sierra Bancorp reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, and showing an increase from $0.71 per share a year ago, resulting in an earnings surprise of +5.41% [1] - The company achieved revenues of $39.21 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.23% and up from $37.8 million year-over-year [2] - The stock has gained approximately 5.5% since the beginning of the year, while the S&P 500 has increased by 8.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $39.1 million, and for the current fiscal year, it is $2.95 on revenues of $153.7 million [7] - The estimate revisions trend for Sierra Bancorp was favorable prior to the earnings release, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Banks - West industry, to which Sierra Bancorp belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Midland States Bancorp (MSBI) reported quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.63 per share, representing a -30.16% earnings surprise [1] - The company posted revenues of $82.23 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.24% [2] Financial Performance - Earnings per share (EPS) for the same quarter last year was $0.20, indicating a significant year-over-year increase [1] - The company has surpassed consensus revenue estimates four times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.69 on revenues of $77.8 million, and for the current fiscal year, it is $2.51 on revenues of $309.25 million [7] Market Performance - Midland States Bancorp shares have declined approximately 24% since the beginning of the year, contrasting with the S&P 500's gain of 8.1% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Banks - Northeast industry, to which Midland States Bancorp belongs, is currently in the top 23% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]