Core Viewpoint - Southern Missouri Bancorp (SMBC) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks rating system is based on the Zacks Consensus Estimate, which aggregates EPS estimates from sell-side analysts for the current and upcoming years [2]. - The recent upgrade reflects a 7.9% increase in the Zacks Consensus Estimate for Southern Missouri Bancorp over the past three months, with expected earnings of $6.05 per share for the fiscal year ending June 2026, showing no year-over-year change [9]. Impact of Institutional Investors - Changes in earnings estimates are closely linked to stock price movements, largely due to institutional investors who adjust their valuations based on these estimates, leading to significant buying or selling activity [5][6]. Zacks Rating System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of Southern Missouri Bancorp to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10][11].

Core Viewpoint - On Holding (ONON) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Company Performance and Outlook - The upgrade for On Holding reflects an improvement in the company's underlying business, suggesting that investor sentiment regarding this trend could drive the stock price higher [4]. - For the fiscal year ending December 2025, On Holding is expected to earn $0.93 per share, with a significant increase of 61.6% in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [8][9].

Core Insights - Riskified (RSKD) has been upgraded to a Zacks Rank 2 (Buy), indicating an upward trend in earnings estimates which is a significant factor influencing stock prices [1][3] - The Zacks rating system is based on changes in earnings estimates, providing a more objective measure compared to subjective Wall Street analyst ratings [2][9] Earnings Estimates and Stock Performance - The Zacks rating upgrade for Riskified reflects a positive outlook on its earnings, which is expected to positively impact its stock price [3][5] - There is a strong correlation between changes in earnings estimates and near-term stock price movements, with institutional investors using these estimates to determine fair value [4][6] Earnings Estimate Revisions for Riskified - For the fiscal year ending December 2025, Riskified is expected to earn $0.19 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 13.8% over the past three months [8][10] Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7] - Riskified's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10]

Core Viewpoint - Light & Wonder (LNW) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Light & Wonder suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - The upgrade of Light & Wonder to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - Light & Wonder is expected to earn $5.29 per share for the fiscal year ending December 2025, with no year-over-year change, while the Zacks Consensus Estimate has increased by 2.2% over the past three months [8].

Core Viewpoint - Savers Value Village (SVV) has received an upgrade to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3] Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2] - A strong correlation exists between changes in earnings estimates and near-term stock price movements, influenced by institutional investors who adjust their valuations based on these estimates [4][6] Business Outlook - The upgrade indicates an improvement in Savers Value's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10] - For the fiscal year ending December 2025, Savers Value is expected to earn $0.44 per share, with a 12.8% increase in the Zacks Consensus Estimate over the past three months [8][10] Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7][9] - The upgrade to Zacks Rank 2 places Savers Value in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]

Core Viewpoint - Tapestry (TPR) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive earnings outlook that may lead to increased buying pressure and stock price appreciation [1][3]. Earnings Estimates and Revisions - Tapestry is expected to earn $4.91 per share for the fiscal year ending June 2025, reflecting a year-over-year increase of 14.5% [8]. - Over the past three months, the Zacks Consensus Estimate for Tapestry has risen by 6.4%, indicating a trend of increasing earnings estimates [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of Tapestry to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10]. Market Dynamics - Changes in earnings estimates are strongly correlated with near-term stock price movements, influenced by institutional investors who adjust their valuations based on these estimates [4][6]. - Rising earnings estimates and the corresponding rating upgrade for Tapestry indicate an improvement in the company's underlying business, which should be reflected in higher stock prices [5].