Group 1: Ciena Corporation (CIEN) - Ciena Corporation is a network technology company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 22.3% over the last 60 days [1] - The company has a PEG ratio of 1.04, significantly lower than the industry average of 5.15 [1] - Ciena possesses a Growth Score of A [1] Group 2: Skillsoft Corp. (SKIL) - Skillsoft Corp. is a digital learning solutions provider with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 19.8% over the last 60 days [2] - The company has a PEG ratio of 0.23, compared to the industry average of 0.77 [2] - Skillsoft possesses a Growth Score of B [2] Group 3: Forum Energy Technologies, Inc. (FET) - Forum Energy Technologies is an energy equipment and services company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 31% over the last 60 days [3] - The company has a PEG ratio of 0.21, significantly lower than the industry average of 1.15 [3] - Forum Energy Technologies possesses a Growth Score of A [3]

Core Insights - Investors should consider adding stocks with strong liquidity to their portfolios for potential solid gains, as liquidity indicates a company's ability to meet short-term obligations and supports business growth [1][3] Group 1: Stock Recommendations - Four top-ranked stocks recommended for portfolio inclusion are Ciena Corporation (CIEN), EverQuote, Inc. (EVER), Pan American Silver Corp. (PAAS), and GigaCloud Technology Inc. (GCT) [2][10] - Each of these stocks has been screened for strong liquidity and asset efficiency, meeting strict criteria for growth potential [10][11] Group 2: Financial Metrics - Current Ratio: A ratio below 1 indicates more liabilities than assets, while a range of 1-3 is considered ideal for assessing financial health [5] - Quick Ratio: A desirable quick ratio is more than 1, indicating a company's ability to pay short-term obligations without relying on inventory [6] - Cash Ratio: A cash ratio greater than 1 is favorable, but excessively high ratios may suggest inefficiency in cash utilization [7] Group 3: Company-Specific Insights EverQuote, Inc. (EVER) - EverQuote reported total revenues of $173.9 million, exceeding estimates by 4.6% and growing 20% year-over-year, with automotive insurance revenues increasing by 21% [13][14] - The company has a Growth Score of A and a trailing four-quarter earnings surprise of 37.16% on average [14] Ciena Corporation (CIEN) - Ciena's fiscal fourth-quarter 2025 results showed a 20% year-over-year revenue increase and 69.5% EPS growth, driven by AI-led demand [15][16] - The company raised its fiscal 2026 revenue outlook to $5.7-$6.1 billion, indicating nearly 24% growth at the midpoint [17][18] Pan American Silver Corp. (PAAS) - The acquisition of MAG Silver Corp. is expected to enhance operations and increase silver production guidance to 22-25 million ounces for 2025 [19][20] - The company has a Growth Score of B and a trailing four-quarter earnings surprise of 31.63% on average [20] GigaCloud Technology Inc. (GCT) - GigaCloud anticipates fourth-quarter 2025 revenues between $328 million and $344 million, with third-quarter revenues of $333 million reflecting a 10% year-over-year increase [22][23] - The company has a Growth Score of B and a trailing four-quarter earnings surprise of 45.6% on average [23]

Core Insights - High liquidity stocks are in demand due to their potential for maximum returns, making them attractive for investors seeking solid gains [1][3] - Four top-ranked stocks identified for potential portfolio addition are Ciena Corporation (CIEN), EverQuote, Inc. (EVER), PJT Partners Inc. (PJT), and Commercial Metals Company (CMC) [2][10] Liquidity Measures - Current Ratio: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [5] - Quick Ratio: Indicates ability to pay short-term obligations, with a desirable ratio of more than 1 [6] - Cash Ratio: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [7] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; a higher ratio than the industry average indicates efficiency [8] - Growth Score: A proprietary measure ensuring that liquid and efficient stocks have solid growth potential; stocks with a Growth Score of A or B tend to outperform [9][11] Company-Specific Insights - **Commercial Metals Company (CMC)**: Engaged in M&A to enhance financial profile; recent acquisitions include Concrete Pipe & Precast for $675 million and Foley for $1.84 billion, expected to generate annual synergies of $25-$30 million by the third year [12][13] - **EverQuote, Inc. (EVER)**: An online insurance marketplace benefiting from exclusive data assets and technology; reported revenues of $173.9 million, a 20% year-over-year increase, with strong growth in automotive insurance [15][16] - **PJT Partners Inc. (PJT)**: An advisory-focused investment bank reporting third-quarter revenues of $447 million, up 37% year-over-year, driven by strategic advisory revenues [18][19] - **Ciena Corporation (CIEN)**: A provider of optical networking equipment, reporting a 20% year-over-year revenue increase; expects further gains in 2026 with a revenue outlook of $5.7-$6.1 billion, driven by strong demand from cloud and AI infrastructure [20][21][22]

Core Insights - H&R Block (HRB) has a Growth Score of A, indicating strong growth quality and sustainability [1][8] - Earnings are projected to increase by 6% in 2025 and 7.9% in 2026, while revenues are expected to grow by 3.3% in 2025 and 2.4% in 2026 [1][8] Revenue Growth Drivers - Revenue growth is driven by higher volumes in U.S. assisted tax preparation, an increase in net average charge (NAC), and higher company-owned tax return volumes [2][8] - The company generated $204 million in total revenues in Q1 of fiscal 2026, reflecting a 5% year-over-year growth [2] Client Engagement Initiatives - The Second Look offering enhances customer relationships by reviewing clients' past three years' tax returns for missed refund opportunities [2] - The mobile banking platform, Spruc, supports year-round financial wellness, with approximately 476,000 sign-ups and $1.75 billion in customer deposits by the end of fiscal 2025 [3] - Integration of AI-powered technology into DIY tax preparation tools like MyBlock, AI TaxAssist, and TaxProReview improves customer experience without additional charges [4] Risk Factor - H&R Block reported a current ratio of 0.76, which is below the industry average of 0.82, indicating potential challenges in meeting short-term obligations [5]

Group 1: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank of 1 and a PEG ratio of 0.38, significantly lower than the industry average of 1.28 [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 11.7% over the last 60 days [1] - The company possesses a Growth Score of A, indicating strong growth characteristics [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation also holds a Zacks Rank of 1 and has a PEG ratio of 0.66, compared to the industry average of 1.85 [2] - The Zacks Consensus Estimate for Sanmina's current year earnings has seen a substantial increase of 38.9% over the last 60 days [2] - The company has a Growth Score of A, reflecting its strong growth potential [2] Group 3: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation carries a Zacks Rank of 1 and has a PEG ratio of 1.14, which is lower than the industry average of 3.39 [3] - The Zacks Consensus Estimate for Phibro's current year earnings has increased by 9.1% over the last 60 days [3] - The company possesses a Growth Score of B, indicating solid growth characteristics [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 15 Company Summaries The Allstate Corporation (ALL) - The company has a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 23.1% over the last 60 days - Allstate has a PEG ratio of 0.39 compared to the industry average of 1.75 - The company possesses a Growth Score of B [1] Great Lakes Dredge & Dock Corporation (GLDD) - The company also carries a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 7.8% over the last 60 days - Great Lakes Dredge & Dock has a PEG ratio of 1.05 compared to the industry average of 3.08 - The company possesses a Growth Score of A [2] Alarm.com Holdings, Inc. (ALRM) - This company holds a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 5.5% over the last 60 days - Alarm.com has a PEG ratio of 1.64 compared to the industry average of 2.94 - The company possesses a Growth Score of B [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 4 Group 1: Allstate Corporation (ALL) - Allstate Corporation is an insurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 29.3% over the last 60 days [1] - The company has a PEG ratio of 0.39, significantly lower than the industry average of 1.71 [1] - Allstate possesses a Growth Score of B [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation is a global provider of electronics contract manufacturing services with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 38.9% over the last 60 days [2] - The company has a PEG ratio of 0.64 compared to the industry average of 1.81 [2] - Sanmina possesses a Growth Score of A [2] Group 3: Commercial Metals Company (CMC) - Commercial Metals Company is involved in steel manufacturing and recycling, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 24.4% over the last 60 days [3] - The company has a PEG ratio of 0.42, lower than the industry average of 0.71 [3] - Commercial Metals possesses a Growth Score of B [3]

Group 1: Allstate Corporation (ALL) - Allstate Corporation is an insurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased nearly 27% over the last 60 days [1] - The company has a PEG ratio of 0.41 compared to the industry average of 1.71, indicating strong growth potential [1] - Allstate possesses a Growth Score of B [1] Group 2: Great Lakes Dredge & Dock Corporation (GLDD) - Great Lakes Dredge & Dock Corporation is a dredging services company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [2] - The company has a PEG ratio of 0.96 compared to the industry average of 2.79, suggesting favorable growth characteristics [2] - Great Lakes Dredge & Dock has a Growth Score of A [2] Group 3: Alarm.com Holdings, Inc. (ALRM) - Alarm.com Holdings, Inc. is an IoT and solutions company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 5.5% over the last 60 days [3] - The company has a PEG ratio of 1.63 compared to the industry average of 3.13, indicating a competitive growth outlook [3] - Alarm.com possesses a Growth Score of B [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Dycom Industries, Micron Technology, and Sanmina Corporation [1][2][3] Company Summaries - **Dycom Industries, Inc. (DY)**: - Provides specialty contracting services to the telecommunications sector - Zacks Rank 1 - Current year earnings estimate increased by 4.7% over the last 60 days - PEG ratio of 1.78 compared to the industry average of 2.66 - Growth Score of B [1] - **Micron Technology, Inc. (MU)**: - Engages in memory and storage products - Zacks Rank 1 - Current year earnings estimate increased by 5.9% over the last 60 days - PEG ratio of 0.46 compared to the industry average of 1.24 - Growth Score of A [2] - **Sanmina Corporation (SANM)**: - Global provider of electronics contract manufacturing services - Zacks Rank 1 - Current year earnings estimate increased by 38.9% over the last 60 days - PEG ratio of 0.63 compared to the industry average of 1.86 - Growth Score of A [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on November 25 Company Summaries - **The Allstate Corporation (ALL)**: - Zacks Rank 1 - Current year earnings estimate increased by 30.4% over the last 60 days - PEG ratio of 0.40 compared to the industry average of 1.71 - Growth Score of B [1] - **Great Lakes Dredge & Dock Corporation (GLDD)**: - Zacks Rank 1 - Current year earnings estimate increased by 7.8% over the last 60 days - PEG ratio of 0.90 compared to the industry average of 2.59 - Growth Score of A [2] - **Alarm.com Holdings, Inc. (ALRM)**: - Zacks Rank 1 - Current year earnings estimate increased by 5.5% over the last 60 days - PEG ratio of 1.57 compared to the industry average of 2.94 - Growth Score of B [3]