Though lawmakers are optimistic that the government shutdown will soon come to an end, the White House said today that October jobs and inflation data reports might never be released due to impaired federal statistics. On the earnings front, next week will bring reports from Bath & Body Works (BBWI), BJ's Wholesale (BJ), Gap (GAP), Home Depot (HD), Lowe's (LOW), Nvidia (NVDA), Palo Alto Networks (PANW), Ross Stores (ROST), Target (TGT), TJX (TJX), and Walmart (WMT). Below is the schedule of key market event ...

Core Insights - Waystar Holding (WAY) reported revenue of $268.65 million for the quarter ended September 2025, marking an 11.9% year-over-year increase and exceeding the Zacks Consensus Estimate of $256.52 million by 4.73% [1] - The company achieved an EPS of $0.37, up from $0.14 a year ago, surpassing the consensus EPS estimate of $0.34 by 8.82% [1] Revenue Breakdown - Subscription revenue reached $134.45 million, exceeding the average estimate of $130.16 million from three analysts [4] - Revenue from implementation services and other totaled $1.86 million, compared to the estimated $1.44 million [4] - Volume-based revenue was reported at $132.34 million, surpassing the average estimate of $123.44 million from three analysts [4] Stock Performance - Over the past month, Waystar's shares have returned +4.1%, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Trading platforms, sports bettings apps and now President Trump's social media operator is all-in on events contracts that arouns sports, politics, company earnings, and more. https://t.co/d4wkbCV27v ...

Core Insights - Nucor reported a revenue of $8.52 billion for the quarter ended September 2025, reflecting a 14.5% increase year-over-year and a surprise of +4.39% over the Zacks Consensus Estimate of $8.16 billion [1] - The earnings per share (EPS) for the quarter was $2.63, significantly higher than the $1.49 reported in the same quarter last year, and exceeded the consensus EPS estimate of $2.15 by +22.33% [1] Financial Performance Metrics - Total steel products sales to outside customers reached 1,183.00 KTon, surpassing the average estimate of 1,142.86 KTon [4] - Total steel mills sales tons amounted to 4,976.00 KTon, slightly below the estimated 4,983.09 KTon [4] - The average steel product price per ton was $2,358.00, exceeding the estimated $2,310.98 [4] - Average sales price per ton for total steel mills was $1,038.00, compared to the estimate of $1,028.86 [4] - Sales tons for steel sheet products were 2,440.00 KTon, closely aligning with the estimate of 2,433.78 KTon [4] - Sales tons for steel bars were 1,515.00 KTon, below the estimate of 1,563.97 KTon [4] - Sales tons for steel plate products were 549.00 KTon, also below the estimate of 562.56 KTon [4] - Average sales price per ton for steel sheet was $982.00, exceeding the estimate of $958.85 [4] - Average sales price per ton for steel bars was $961.00, above the estimate of $933.96 [4] - Average sales price per ton for steel plate was $1,182.00, surpassing the estimate of $1,101.85 [4] - Sales tons for raw materials were 615.00 KTon, exceeding the estimate of 601.17 KTon [4] - Sales tons for tubular products were 206.00 KTon, below the estimate of 253.38 KTon [4] Stock Performance - Nucor's shares have returned +0.4% over the past month, underperforming the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

European stocks hovered near record levels on Monday, driven by optimism about easing U.S.-China trade tensions. Traders also looked ahead to a busy week of central bank announcements that includes rate decisions from the Federal Reserve, European Central Bank and the Bank of Japan.The U.S. central bank is widely expected to cut rates by 25 basis points, while the ECB and BOJ are expected to leave rates unchanged.On the earnings front, mega companies, including Apple Inc. and Microsoft Corp. while be unvei ...

Core Insights - Murphy Oil reported a revenue of $695.57 million for the quarter ended June 2025, reflecting a decrease of 13.4% year-over-year, while EPS was $0.27 compared to $0.81 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $638.47 million by 8.94%, and the EPS also surpassed the consensus estimate of $0.21 by 28.57% [1] Financial Performance - The company experienced a decline in revenue from exploration and production in the United States, reporting $553.5 million, which is an 18.5% decrease year-over-year, while revenue from Canada increased by 7.8% to $128.3 million [4] - Total revenue from sales to customers was $683.07 million, down 14.7% year-over-year, and revenue from production specifically was also down 14.4% [4] Production Metrics - Murphy Oil's total net crude oil and condensate production was 95.6 thousand barrels per day, exceeding the analyst estimate of 91.47 thousand barrels per day [4] - The company reported net natural gas liquids production of 10.77 thousand barrels per day, surpassing the average estimate of 9.71 thousand barrels per day [4] - Total net hydrocarbons production was 196.32 KBOE/D, which is higher than the estimated 184.57 KBOE/D [4] Stock Performance - Over the past month, Murphy Oil's shares have returned -7.9%, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Marriott Vacations Worldwide reported $1.25 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 9.3% and an EPS of $1.96 compared to $1.10 a year ago, with revenue exceeding Zacks Consensus Estimate by 1.85% [1] - The company’s EPS also surpassed the consensus estimate of $1.72 by 13.95% [1] Revenue Breakdown - Cost reimbursements revenue was $407 million, exceeding the average estimate of $391.55 million by analysts, representing a year-over-year change of +7.7% [4] - Rental revenue reached $160 million, slightly above the average estimate of $157.54 million, with a year-over-year increase of +4.6% [4] - Management and exchange revenue was reported at $219 million, in line with the average estimate of $218.79 million, reflecting a +1.9% year-over-year change [4] - Sales of vacation ownership products generated $370 million, surpassing the estimated $360.33 million, with a significant year-over-year increase of +19.7% [4] - Financing revenue amounted to $90 million, exceeding the average estimate of $88.4 million, with a year-over-year change of +5.9% [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned -8.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Financial Performance - For the quarter ended June 2025, Magnolia Oil & Gas Corp reported revenue of $318.98 million, down 5.3% year-over-year, with EPS at $0.43 compared to $0.56 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $313.74 million, resulting in a surprise of +1.67%, while the EPS surprise was +7.5% against a consensus estimate of $0.40 [1] Production Metrics - Average daily total production was 98,229.00 BOE/D, surpassing the six-analyst average estimate of 96,516.64 BOE/D [4] - Average daily production for natural gas was 184,840.00 Mcf/D, exceeding the five-analyst average estimate of 178,146.70 Mcf/D [4] - Average daily oil production was 39,990.00 BBL/D, slightly above the five-analyst average estimate of 39,803.64 BBL/D [4] - Average daily production of natural gas liquids was 27,432.00 BBL/D, compared to the five-analyst average estimate of 26,958.54 BBL/D [4] Revenue Breakdown - Revenues from natural gas were reported at $42.85 million, below the five-analyst average estimate of $46.3 million, but showed a year-over-year increase of +130.8% [4] - Revenues from natural gas liquids were $49.79 million, exceeding the $46.38 million average estimate based on three analysts, reflecting a year-over-year change of +16.3% [4] - Oil revenues were reported at $226.35 million, slightly above the $220.58 million average estimate, but represented a year-over-year decline of -17.8% [4] Stock Performance - Shares of Magnolia Oil & Gas Corp have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Allegiant Travel reported revenue of $699.07 million for the quarter ended March 2025, reflecting a 6.5% increase year-over-year, and an EPS of $1.81 compared to $0.57 in the same quarter last year, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $699.07 million surpassed the Zacks Consensus Estimate of $690.25 million, resulting in a surprise of +1.28% [1] - EPS of $1.81 exceeded the consensus estimate of $1.54, delivering a surprise of +17.53% [1] - Total passenger revenue was reported at $616.75 million, compared to the average estimate of $605.58 million, marking a year-over-year increase of +6.4% [4] - Operating Revenues from third-party products were $35.20 million, slightly below the estimated $37.84 million, but still showing a +5.4% change year-over-year [4] - Fixed fee contracts revenue was $16.25 million, significantly lower than the estimated $22.04 million, representing a -13.8% change compared to the previous year [4] Key Metrics - Airline operating expense per ASM (CASM) was reported at 11.14 cents, better than the average estimate of 11.74 cents [4] - Available seat miles (ASMs) were 5.31 billion, exceeding the average estimate of 5.24 billion [4] - Revenue passenger miles (RPMs) were 4.27 billion, slightly below the estimated 4.28 billion [4] - Average fuel cost per gallon was $2.6, matching the average estimate [4] - Load factor was reported at 80.5%, slightly below the average estimate of 80.8% [4] - Airline operating CASM, excluding fuel, was 8.07 cents, outperforming the average estimate of 8.59 cents [4] - Total passenger revenue per ASM (TRASM) was 12.29 cents, slightly above the average estimate of 12.22 cents [4] Stock Performance - Allegiant Travel's shares returned +9.8% over the past month, while the Zacks S&P 500 composite increased by +11.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Primoris Services (PRIM) reported $1.65 billion in revenue for Q1 2025, a year-over-year increase of 16.7% [1] - The company's EPS for the same period was $0.98, compared to $0.47 a year ago, indicating significant growth [1] - Revenue exceeded the Zacks Consensus Estimate of $1.5 billion by 9.89%, and EPS surpassed the consensus estimate of $0.72 by 36.11% [1] Financial Performance - Total Backlog for Energy was reported at $5.78 billion, below the average estimate of $6.39 billion from two analysts [4] - Total Backlog overall was $11.39 billion, slightly lower than the average estimate of $11.93 billion [4] - Total Backlog for Utilities was $5.61 billion, which was above the average estimate of $5.54 billion [4] Revenue and Profit Metrics - Revenue from Energy was $1.11 billion, exceeding the average estimate of $940.29 million [4] - Revenue from Utilities was $563.41 million, also surpassing the average estimate of $540.31 million [4] - Gross Profit from Energy was $119.08 million, compared to the average estimate of $103.02 million [4] - Gross Profit from Utilities was $51.58 million, exceeding the average estimate of $47.12 million [4] Stock Performance - Primoris Services shares have returned +25.7% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]