Core Viewpoint - Sally Beauty Holdings, Inc. is set to release its first-quarter earnings on February 9, with expectations of increased earnings per share and revenue compared to the previous year [1] Earnings Expectations - Analysts predict quarterly earnings of 46 cents per share, an increase from 43 cents per share in the same quarter last year [1] - The consensus estimate for quarterly revenue is $940.15 million, slightly up from $937.89 million reported in the previous year [1] Recent Performance - On November 13, Sally Beauty reported fourth-quarter earnings and revenue that exceeded estimates [2] - Following the earnings report, shares of Sally Beauty fell by 2.8%, closing at $16.16 [2]

Core Viewpoint - SLB reported strong revenue growth and exceeded market expectations for EPS, but faced a decline in profitability year-over-year, indicating mixed financial performance in the energy sector [2][3][4]. Financial Performance - SLB's earnings per share (EPS) for the quarter was $0.78, surpassing the Zacks Consensus Estimate of $0.74, but down from $0.92 in the same quarter last year [2][6]. - The company's revenue reached approximately $9.75 billion, exceeding the estimated $9.55 billion, representing a 9% increase from the previous quarter and a 5% rise compared to the same period in 2024 [3][6]. - Income before taxes on a GAAP basis decreased by 6% sequentially and 32% year-on-year, totaling $943 million, with a margin decline to 9.7% from 11.2% in the previous quarter and 14.9% in the same quarter last year [4]. Shareholder Returns - SLB announced an increase in its dividend and plans to return over $4 billion to shareholders in 2026, reflecting confidence in future performance and commitment to enhancing shareholder value [5][6]. - The company maintains a price-to-earnings (P/E) ratio of approximately 19.90 and a debt-to-equity ratio of about 0.50, indicating a balanced financial position [5].

Core Viewpoint - Old National Bancorp (ONB) is a well-established financial institution with a strong regional presence and a stable performance outlook, despite holding a "Hold" rating due to fair valuation and concerns regarding credit quality metrics [1][3]. Group 1: Company Overview - ONB has a history dating back to 1834 and operates 162 banking centers across five Midwestern states [1]. - The company provides a range of banking and financial services to individual and commercial clients [1]. Group 2: Stock Performance and Valuation - The consensus price target for ONB's stock has remained stable over the past year, with the current average target at $25, slightly down from $25.5 in the previous quarter and year [2]. - ONB holds a "Hold" rating due to its fair valuation, despite strong revenue and profit growth from recent acquisitions [3]. Group 3: Earnings and Growth - In its recent quarterly report, ONB reported a profit of $0.59 per share, surpassing the Zacks Consensus Estimate of $0.56 per share, indicating a positive outlook for future earnings growth [4]. - The company has a strong track record of exceeding earnings expectations, suggesting potential for continued growth [6]. Group 4: Comparative Analysis - Comparative analyses with other financial institutions show ONB's strengths in dividends, institutional ownership, and profitability, with 83.7% insider and institutional ownership reflecting stakeholder confidence [5].

Core Viewpoint - Quanta Services, Inc. is a leading provider in the specialty contracting services sector, particularly in the North American electric utility industry, with strong earnings growth anticipated for the upcoming quarters [1][3]. Financial Performance - Quanta Services is expected to report Q4 2025 earnings of $2.77 per share, reflecting a 1.1% increase from $2.74 per share in the same quarter last year [2]. - For fiscal 2025, the company's EPS is projected to be $9.72, marking an 18.4% increase from $8.21 in fiscal 2024, with further growth expected to $11.38 in fiscal 2026, a 17.1% year-over-year increase [3]. Stock Performance - Over the past 52 weeks, PWR stock has increased by 38.8%, outperforming the S&P 500 Index's rise of 16.9% and the State Street Industrial Select Sector SPDR ETF's return of 21.9% [4]. - Following the announcement of better-than-expected Q3 2025 earnings, PWR stock rose by 1.2% on October 30 [5]. Earnings Expectations - For Q3 2025, Quanta Services reported a revenue increase of 17.5% year-over-year to $7.63 billion, exceeding market expectations, with an adjusted EPS of $3.33 [5]. - The company anticipates full-year earnings between $6.53 and $7.02 per share, with revenue projected between $27.8 billion and $28.2 billion [5]. Analyst Ratings - The consensus among analysts is a "Moderate Buy" rating, with 19 out of 29 analysts recommending a "Strong Buy" and 10 suggesting a "Hold" [6]. - The average analyst price target for PWR is $479.15, indicating a potential upside of 2.7% from current levels [6].

Core Insights - Airbnb, Inc. is valued at a market cap of $86.2 billion and is set to announce its fiscal Q4 earnings for 2025 soon [1] - Analysts expect a profit of $0.66 per share for the upcoming quarter, a decrease of 9.6% from $0.73 per share in the same quarter last year [2] - For the current fiscal year ending in December, a profit of $4.16 per share is anticipated, reflecting a 1.2% increase from $4.11 per share in fiscal 2024 [3] Financial Performance - In Q3, Airbnb's revenue grew by 9.7% year-over-year to $4.1 billion, aligning with analyst estimates [5] - Gross Booking Value (GBV) increased by 13.9% to $22.9 billion, while Nights and Seats Booked rose by 8.8% due to strong U.S. demand and new features [5] - The net income per share improved by 3.8% from the previous year to $2.21, but fell short of consensus expectations of $2.29 [5] Market Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for Airbnb, with 12 recommending "Strong Buy," 3 "Moderate Buy," 22 "Hold," 1 "Moderate Sell," and 2 "Strong Sell" [6] - The mean price target for Airbnb is set at $145.94, indicating a potential upside of 9.9% from current levels [6] Stock Performance - Over the past 52 weeks, Airbnb's stock has gained 4.1%, underperforming compared to the S&P 500 Index's 18.6% return and the State Street Consumer Discretionary Select Sector SPDR ETF's 10.3% increase [4]

Company Overview - Jack Henry & Associates, Inc. (JKHY) has a market cap of $12.9 billion and is a leading provider of technology solutions and payment processing services for community and regional financial institutions, founded in 1976 [1] Financial Performance - Analysts expect JKHY to report a non-GAAP profit of $1.40 per share for the second quarter, reflecting a 4.5% increase from $1.34 per share in the same quarter last year [2] - For fiscal 2026, JKHY is projected to deliver an adjusted EPS of $6.43, which is a 3% increase from $6.24 in fiscal 2025, and for fiscal 2027, earnings are expected to rise by 4.8% year over year to $6.74 per share [3] Stock Performance - JKHY stock prices have decreased by 9.4% over the past 52 weeks, underperforming the S&P 500 Index's 16.2% gains and the Technology Select Sector SPDR Fund's 22.9% increase during the same period [4] - On November 20, shares of Jack Henry & Associates rose more than 1% after Raymond James Financial, Inc. upgraded the stock to "Strong Buy" from "Market Perform" with a price target of $198 [5] Analyst Ratings - The stock has a consensus "Moderate Buy" rating, with 17 analysts covering it, including five "Strong Buys," two "Moderate Buys," nine "Holds," and one "Strong Sell," currently trading above the mean price target of $185.08 [6]

Core Viewpoint - Acuity Inc. is expected to report strong earnings growth in the upcoming first quarter, with analysts projecting earnings per share to rise to $4.59 from $3.97 year-over-year, alongside a significant revenue increase to $1.14 billion from $951.6 million [1]. Group 1: Earnings and Revenue Expectations - Acuity Inc. will release its first-quarter earnings results on January 8, 2025, with analysts forecasting earnings per share of $4.59, an increase of 15.6% from the previous year's $3.97 [1]. - The consensus estimate for quarterly revenue is $1.14 billion, reflecting a year-over-year growth of 19.5% from $951.6 million [1]. Group 2: Recent Performance and Market Reaction - On October 1, Acuity reported fourth-quarter net sales growth of 17.1% year-over-year, reaching $1.21 billion, although this fell short of the analyst consensus estimate of $1.23 billion [2]. - Following the earnings report, Acuity's shares increased by 0.9%, closing at $376.69 [2]. Group 3: Analyst Ratings and Price Targets - Morgan Stanley maintained an Overweight rating and raised the price target from $365 to $425 [3]. - Goldman Sachs kept a Neutral rating while increasing the price target from $312 to $356 [3]. - Wells Fargo maintained an Overweight rating and raised the price target from $380 to $405 [3]. - Oppenheimer maintained an Outperform rating and increased the price target from $380 to $435 [3]. - Baird maintained a Neutral rating and raised the price target from $335 to $360 [3].

Core Viewpoint - Merck & Co., Inc. is set to report its fiscal fourth-quarter earnings for 2025, with analysts projecting a significant increase in earnings per share (EPS) compared to the previous year [1][2]. Financial Performance - Analysts expect Merck to report a profit of $2.08 per share on a diluted basis for Q4 2025, reflecting a 20.9% increase from $1.72 per share in the same quarter last year [2]. - For the full year, the expected EPS is $8.99, which is a 17.5% increase from $7.65 in fiscal 2024, but a decline of 6.8% is anticipated for fiscal 2026, bringing the EPS down to $8.38 [3]. Stock Performance - Over the past 52 weeks, Merck's stock has increased by 8.4%, underperforming the S&P 500 Index's 16.2% gains and the Health Care Select Sector SPDR Fund's 11.6% returns [4]. - The stock's underperformance is attributed to regulatory scrutiny, pricing pressures, and patent expirations for key drugs, alongside slowing growth in Keytruda and declining sales of Winrevair and Gardasil in China [5]. Recent Earnings Report - On October 30, 2025, Merck reported an adjusted EPS of $2.58, exceeding Wall Street's expectations of $2.36, with revenue reaching $17.3 billion, surpassing forecasts of $17.1 billion [6]. - The company anticipates full-year adjusted EPS between $8.93 and $8.98, with revenue expected to be in the range of $64.5 billion to $65 billion [6]. Analyst Ratings - The consensus opinion on Merck stock is moderately bullish, with a "Moderate Buy" rating. Out of 26 analysts, 14 recommend a "Strong Buy," one suggests a "Moderate Buy," and 11 give a "Hold" rating [7]. - The average analyst price target for Merck is $111.35, indicating a potential upside of 3.6% from current levels [7].

Core Viewpoint - L3Harris Technologies, Inc. is a leading global aerospace and defense technology company, expected to announce its fiscal fourth-quarter earnings for 2025 soon, with analysts projecting a decline in earnings per share (EPS) for the current fiscal year but a rebound in the following year [1][2][3]. Financial Performance - Analysts expect LHX to report a profit of $2.79 per share on a diluted basis for the upcoming quarter, which represents a 19.6% decrease from $3.47 per share in the same quarter last year [2]. - For the full fiscal year, LHX is projected to report an EPS of $10.65, down 18.7% from $13.10 in fiscal 2024, but is expected to rise by 16.2% year over year to $12.38 in fiscal 2026 [3]. Stock Performance - LHX stock has outperformed the S&P 500 Index, gaining 39.4% over the past 52 weeks compared to the S&P 500's 15.7% increase, and also surpassed the Industrial Select Sector SPDR Fund's 17.7% gains during the same period [4]. - Following the Q3 results announcement, LHX shares closed up more than 3%, with an adjusted EPS of $2.70 exceeding Wall Street's expectations of $2.56, and revenue of $5.7 billion surpassing the forecast of $5.5 billion [5]. Analyst Ratings - The consensus opinion among analysts on LHX stock is bullish, with a "Strong Buy" rating overall; out of 21 analysts, 15 recommend a "Strong Buy" and six suggest a "Hold" [6]. - The average analyst price target for LHX is $332.35, indicating a potential upside of 12.3% from current levels [6].

Company Overview - NVR, Inc. is a leading U.S. homebuilder specializing in the design, construction, and marketing of single-family detached homes, townhomes, and condominiums, primarily through a pre-sold delivery model [1] - The company operates under distinct brands such as Ryan Homes and NVHomes, focusing on streamlined operations, economies of scale, and high customer satisfaction to drive growth [2] - NVR is headquartered in Reston, Virginia, with a market capitalization of $21 billion, and maintains a disciplined approach to land acquisition and inventory management [2] Financial Performance - NVR is expected to report a 24.7% year-over-year decline in profit for the upcoming fourth quarter, projecting earnings of $105.42 per diluted share [3][4] - For the current fiscal year, profit is anticipated to decrease by 16.8% annually to $421.69 per diluted share [4] - The company has a history of exceeding consensus estimates in three of the past four quarters [4] Stock Performance - NVR's stock has decreased by 10.8% over the past 52 weeks and has slightly declined over the past six months, contrasting with a 15.7% gain in the S&P 500 Index during the same periods [5] - The stock has also underperformed compared to the Consumer Discretionary Select Sector SPDR Fund (XLY), which gained 6.6% over the past 52 weeks and 14% over the past six months [6] Recent Developments - In the third quarter of the current year, NVR reported a 4.4% year-over-year decrease in homebuilding revenue, totaling $2.56 billion [7] - The homebuilding segment faced challenges with a cancellation rate of 19% in Q3 2025, up from 15% in Q3 2024 [7] - The company's earnings per share for the third quarter were $112.33, down 13.9% year-over-year but above the expected $107.88 [7]