Key Takeaways Sterling's backlog rose 78% to $3.01B, given the strong market demand trends and CEC-driven growth.STRL's E-Infrastructure segment's backlog is led by data centers and large manufacturing builds.Sterling's $4.5B pipeline and rising EPS estimates support 2026 visibility, despite execution risks.Sterling Infrastructure, Inc. (STRL) closed 2025 with a headline-grabbing 78% year-over-year surge in signed backlog to $3.01 billion, with the CEC acquisition contributing $488.9 million to backlog, rei ...

Core Viewpoint - Ultra Clean Holdings (UCTT) has shown a significant price increase of 25.2% over the past four weeks, with analysts projecting a mean price target of $81.25, indicating a potential upside of 36.6% from the current price of $59.47 [1] Price Targets and Analyst Consensus - The average price target for UCTT ranges from a low of $70.00 to a high of $100.00, with a standard deviation of $14.36, suggesting a variability in estimates among analysts [2] - The lowest estimate indicates a potential increase of 17.7%, while the highest estimate suggests a 68.2% upside [2] - A low standard deviation reflects a strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Optimism - Analysts have shown strong agreement in revising UCTT's earnings estimates higher, which correlates with potential stock price increases [11] - Over the past 30 days, one estimate has increased, leading to a 61.9% rise in the Zacks Consensus Estimate for the current year [12] - UCTT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While price targets are commonly referenced, they can mislead investors, as empirical research shows they rarely indicate actual stock price movements [7] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8] - Investors should approach price targets with skepticism and not rely solely on them for investment decisions [10]

Core Insights - Wall Street analysts forecast that Dycom Industries (DY) will report quarterly earnings of $1.66 per share, reflecting a year-over-year increase of 41.9% [1] - Revenues are anticipated to reach $1.29 billion, showing an 18.9% increase compared to the same quarter last year [1] Earnings Estimate Revisions - The consensus EPS estimate has been revised downward by 17% in the past 30 days, indicating a reassessment by covering analysts [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3] Revenue Estimates by Customer - Analysts predict 'Revenue By Customer- AT&T Inc' will be $349.15 million, representing a year-over-year change of +38.8% [5] - 'Revenue By Customer- Lumen Technologies' is estimated to be $158.01 million, indicating a year-over-year change of +52.7% [5] Backlog Projections - The projected backlog for Dycom Industries is expected to reach $8.69 billion, up from $7.76 billion reported in the same quarter last year [6] Stock Performance - Shares of Dycom Industries have returned +15.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.5% change [6] - Dycom Industries holds a Zacks Rank 5 (Strong Sell), suggesting it may underperform the overall market in the near future [6]

Core Insights - Wall Street analysts anticipate Cracker Barrel Old Country Store (CBRL) will report a quarterly loss of -$0.10 per share, reflecting a year-over-year decline of 107.3% [1] - Expected revenues are projected at $895.83 million, which is a decrease of 5.6% compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 41.4% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between these revisions and short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Retail' will reach $184.33 million, down 7.3% from the prior-year quarter [4] - 'Revenues- Restaurant' are expected to be $705.80 million, reflecting a decline of 3.8% from the previous year [5] - The average prediction for 'Comparable-store sales - Restaurant - YoY change' is -6.5%, compared to a positive 4.7% in the year-ago period [5] Store Metrics - Analysts project the 'Number of stores - Total (End of Period)' will be 713, down from 726 a year ago [5] - The estimate for 'Company-Owned Units - Cracker Barrel' remains unchanged at 657 compared to the previous year [6] Stock Performance - Cracker Barrel shares have increased by 13.8% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [6] - With a Zacks Rank of 4 (Sell), CBRL is expected to underperform the overall market in the near term [6]

The upcoming report from Target (TGT) is expected to reveal quarterly earnings of $2.17 per share, indicating a decline of 10% compared to the year-ago period. Analysts forecast revenues of $30.54 billion, representing a decline of 1.2% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a company's earnings disclos ...

The upcoming report from Thor Industries (THO) is expected to reveal quarterly earnings of $0.03 per share, indicating an increase of 400% compared to the year-ago period. Analysts forecast revenues of $1.98 billion, representing a decline of 1.9% year over year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a com ...

Wall Street analysts forecast that Dentsply International (XRAY) will report quarterly earnings of $0.28 per share in its upcoming release, pointing to a year-over-year increase of 7.7%. It is anticipated that revenues will amount to $920.05 million, exhibiting an increase of 1.7% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated thei ...

Wall Street analysts forecast that United Parks & Resorts (PRKS) will report quarterly earnings of $0.46 per share in its upcoming release, pointing to a year-over-year decline of 13.2%. It is anticipated that revenues will amount to $378.07 million, exhibiting a decrease of 1.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 4.7% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, hav ...

In its upcoming report, Norwegian Cruise Line (NCLH) is predicted by Wall Street analysts to post quarterly earnings of $0.28 per share, reflecting an increase of 7.7% compared to the same period last year. Revenues are forecasted to be $2.35 billion, representing a year-over-year increase of 11.5%.The consensus EPS estimate for the quarter has been revised 13.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial es ...

In its upcoming report, The Baldwin Insurance Group (BWIN) is predicted by Wall Street analysts to post quarterly earnings of $0.29 per share, reflecting an increase of 7.4% compared to the same period last year. Revenues are forecasted to be $354.34 million, representing a year-over-year increase of 7.4%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe ...