Core Viewpoint - HP Inc. is expected to report its second-quarter fiscal 2025 results on May 28, with revenue estimates indicating a 4.3% year-over-year improvement to $13.36 billion, while non-GAAP earnings per share are projected to decline by 2.4% to 80 cents [1][2]. Group 1: Revenue and Earnings Estimates - The Zacks Consensus Estimate for HP's revenues is $13.36 billion, reflecting a 4.3% increase from the prior-year quarter [1]. - Non-GAAP earnings per share are expected to be between 75 cents and 85 cents, with a midpoint of 80 cents, indicating a 2.4% decline from the previous year's EPS of 82 cents [2]. Group 2: Performance Drivers - The Personal Systems segment is anticipated to drive overall performance, with sales estimated at $9.19 billion, representing a 9% year-over-year growth [4]. - The introduction of AI-based computing devices is likely to enhance consumer traction and contribute to top-line growth [5]. - Increased adoption of gaming products, including various gaming laptops and accessories, is expected to positively impact sales [6]. Group 3: Challenges and Market Conditions - Macroeconomic factors such as high interest rates and inflation are likely to negatively affect demand for consumer PCs, with enterprises delaying IT spending due to economic uncertainties [7]. - The Printing division is projected to face challenges from reduced consumer demand in China and competitive pricing, with sales expected to decline by 3% to $4.24 billion [8]. Group 4: Earnings Prediction Insights - Current analysis suggests that HPQ may not achieve an earnings beat, as it holds a Zacks Rank of 3 and an Earnings ESP of -1.25% [9].

Core Viewpoint - Huawei's release of HarmonyOS computers, including the first foldable screen model, marks a significant step forward for China's computer operating system sector, emphasizing the importance of ecosystem development for usability and durability [1][2]. Group 1: Product Innovation - The newly launched HarmonyOS computer is the world's lightest and largest commercial foldable screen laptop, addressing the long-standing challenge of balancing large screens with portability in the personal computer industry [2]. - Huawei has overcome technical challenges related to foldable screen computers, such as hinge mechanisms, large screens, and heat dissipation, which will create new growth opportunities in the computer market [2]. Group 2: Ecosystem Development - HarmonyOS provides a new foundation for the development of domestic software ecosystems, facilitating the integration of applications into a mature ecosystem despite previous challenges faced by domestic software [3]. - The HarmonyOS system is the first domestic system to achieve integration between mobile and computer ecosystems, enabling "one development, multi-terminal deployment," which creates new commercial opportunities [3]. Group 3: User Feedback and Application Growth - The number of HarmonyOS devices has surpassed 1 billion, leading to a wealth of user feedback that accelerates application adaptation, with the number of integrated applications increasing from over 300 to more than 1,000, and expected to exceed 2,000 by year-end [4]. - The user-driven feedback loop is enhancing the functionality and experience of domestic software, moving from single-function applications to more comprehensive solutions [4]. Group 4: Developer Engagement - Developers play a crucial role in the prosperity of the ecosystem, with HarmonyOS fostering a positive cycle of "technology-ecosystem-market," attracting more developers and enriching the application ecosystem [5]. - The successful adaptation of major applications demonstrates the feasibility of the HarmonyOS development framework, which lowers development costs and encourages the emergence of high-quality applications [5].

Company Overview - Dell Technologies is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +33.9% [3] - Revenues are anticipated to reach $23.1 billion, which is a 3.9% increase from the previous year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.14% lower in the last 30 days, indicating a slight reassessment by analysts [4] - The Most Accurate Estimate for Dell is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +5.02%, suggesting a likelihood of beating the consensus EPS estimate [10][11] Historical Performance - In the last reported quarter, Dell Technologies exceeded the expected earnings of $2.53 per share by delivering $2.68, resulting in a surprise of +5.93% [12] - Over the past four quarters, Dell has consistently beaten consensus EPS estimates [13] Market Sentiment - The stock's movement may be influenced by how actual results compare to expectations, with potential for a price increase if results exceed estimates [2] - The Zacks Rank for Dell is currently 3 (Hold), which indicates a moderate outlook [11] Industry Context - In comparison, HP is expected to report earnings of $0.80 per share, showing a year-over-year decline of -2.4%, with revenues projected at $13.36 billion, up 4.3% [17] - HP's consensus EPS estimate has been revised up by 8.7% over the last 30 days, but it currently has an Earnings ESP of -1.25%, making it challenging to predict a beat [18]

Core Viewpoint - Stem's stock has significantly outperformed the broader technology sector, driven by strong first-quarter 2025 results and strategic shifts towards a software-centric business model [1][2]. Financial Performance - Total revenues for the first quarter of 2025 increased by 27% year over year, surpassing Zacks Consensus Estimates by 26% [2] - Gross margins improved by 46%, attributed to growth in high-margin software and services [3] - Annual recurring revenue (ARR) reached $57 million, an 8% increase year over year, while contracted annual recurring revenue (CARR) grew 7% sequentially to $69 million [5] - The company generated positive cash flow of $8.5 million from operations for the first time [3] Operational Metrics - Solar operating AUM increased to 32.4 GW, a 20% year-over-year rise, while storage operating AUM doubled to 1.6 GWh [6] - Bookings for the quarter were $34.5 million, slightly below the previous year's $37.6 million, but contracted backlog rose 21% sequentially to $25.3 million [6] Organizational Changes - Stem has undergone a significant organizational transformation, creating four distinct business units with full profit and loss accountability [7] - A targeted workforce reduction of 27% was announced, expected to save approximately $30 million annually, with a $24 million benefit anticipated in 2025 [8] Future Outlook - The company reaffirmed its 2025 revenue guidance, projecting between $125 million and $175 million, with a consensus estimate of $145.20 million [10] - The bottom line is expected to improve significantly, with a projected loss of 51 cents per share compared to a loss of $1.04 per share in the prior year [10] Conclusion - Stem's strong first-quarter performance, growing recurring revenue, and positive cash flow indicate strategic momentum and a path towards sustainable profitability [11]

Core Viewpoint - The market anticipates HP (HPQ) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ending April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - HP is expected to post quarterly earnings of $0.80 per share, reflecting a year-over-year decrease of 2.4%, while revenues are projected to reach $13.36 billion, an increase of 4.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate insights into expected earnings [5][6]. Earnings ESP Analysis - HP's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.25%, indicating a bearish outlook from analysts [10]. Additionally, HP currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, HP was expected to earn $0.75 per share but delivered $0.74, resulting in a surprise of -1.33%. Over the past four quarters, HP has only beaten consensus EPS estimates once [12][13]. Conclusion - While HP does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [16].

Core Insights - ASUS and AMD have launched the ASUS Expert P-series Copilot+ PCs, emphasizing their leadership in the commercial AI PC market [1][2] - The new lineup is powered by AMD Ryzen™ AI 300 Series processors, designed to meet the increasing demands of AI workloads [2] Product Overview - The ASUS ExpertBook P3 Series includes 14-inch and 16-inch variants, featuring AMD Ryzen™ AI PRO 7 processors with a total system performance of up to 66 TOPS [3] - The ASUS ExpertCenter P600 Series is the first all-in-one Copilot+ PC, offering up to 50 TOPS of dedicated NPU power and designed for privacy and performance [5] - The ASUS ExpertCenter P700 Series includes mini tower and small-form factor options, also providing up to 50 NPU TOPS of AI computing power [6] Features and Security - All models in the ASUS Expert P-series come with ASUS AI ExpertMeet and ASUS ExpertGuardian for enhanced collaboration and business-grade security [7] - AI ExpertMeet offers AI-powered translation and meeting summaries, ensuring data privacy by keeping information on-device [8] - ExpertGuardian provides comprehensive protection across hardware, software, and firmware, with compliance to NIST SP 800-155 standards [9] Availability - The ASUS ExpertBook P3 and ExpertCenter P700 will be available for purchase in the United States in the second half of 2025, with further availability details to be announced [10]

Core Viewpoint - Wix.com reported quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.66 per share, but showing an increase from $1.29 per share a year ago, indicating a -6.63% earnings surprise [1] - The company posted revenues of $473.65 million for the quarter, surpassing the Zacks Consensus Estimate by 0.40% and up from $419.78 million year-over-year [2] Financial Performance - Over the last four quarters, Wix.com has surpassed consensus EPS estimates three times [2] - The company has also topped consensus revenue estimates three times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $1.84 on revenues of $488.2 million, and for the current fiscal year, it is $7.53 on revenues of $1.98 billion [7] Stock Performance - Wix.com shares have declined approximately 15.3% since the beginning of the year, contrasting with the S&P 500's gain of 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Computers - IT Services industry, to which Wix.com belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Wix.com's stock performance [5]

Core Viewpoint - The launch of the open-source Harmony PC project by Wuhan Pansheng Dingcheng Technology Co., Ltd. (Pansheng Technology) follows Huawei's release of its first Harmony commercial laptop, marking a significant breakthrough for domestic operating systems in the PC sector [1][2]. Group 1: Project Launch and Development - Pansheng Technology announced the initiation of the "Open Source Harmony PC Project," which is expected to be available to consumers within six months [1]. - The project aims to further promote the application of domestic operating systems on PCs, building a self-controllable software and hardware ecosystem based on Huawei's open-source Harmony system [1]. Group 2: Differences and Advantages - The open-source Harmony PC differs from Huawei's Harmony laptop, as Huawei's version is a refined product built on the basic design of the open-source system, which is likened to a "rough house" that can be customized by various companies [1]. - The Harmony ecosystem is expected to enhance the smoothness of personal computer operating systems by 30% compared to common systems, significantly improving performance and enabling better multi-device collaboration [1]. Group 3: Industry Context and Future Outlook - The development of the open-source Harmony PC is linked to the overall progress of Huawei's ecosystem, with Pansheng Technology aiming to contribute to the advancement of the Chinese PC industry [2]. - The transition of personal computers from mere tools to intelligent assistants is highlighted, indicating a significant evolution in the industry [2].

Core Viewpoint - Serve Robotics has demonstrated significant operational momentum and market expansion, leading to a substantial increase in its stock price and positioning it as a leader in the autonomous delivery sector [1][2][3]. Group 1: Stock Performance - Serve Robotics' shares surged 103.1% in the past month, outperforming the broader Zacks Computer and Technology sector and the Zacks Computers - IT Services industry's growth of 22.6% and 20.8%, respectively [1]. - The company's shares have outperformed peers such as Clarivate and Fair Isaac, which gained 34% and 21.5% over the same period [1]. Group 2: Operational Growth - Serve Robotics is rapidly expanding its presence in key U.S. markets, including Miami and Dallas, and has increased its coverage in Los Angeles to over 320,000 households, a 110% increase since December 2024 [3]. - The company serves more than 1,500 merchants, marking a 50% quarter-over-quarter increase and a fivefold rise year over year, indicating strong market acceptance of its delivery platform [4]. - In the first quarter of 2025, Serve Robotics deployed over 250 third-generation delivery robots, leading to a more than 40% increase in daily supply hours compared to the previous quarter [5]. Group 3: Strategic Partnerships - Serve Robotics has formed a landmark partnership with Uber Eats, enhancing its commercial appeal and market relevance in the autonomous delivery space [6]. Group 4: Financial Outlook - For the second quarter of 2025, the company expects revenues between $0.60 million and $0.70 million, with a Zacks Consensus Estimate of $0.64 million, indicating a year-over-year growth of 35.11% [7]. - The consensus for the second-quarter bottom line remains stable at a loss of 23 cents, which is an improvement from a loss of 27 cents in the previous year [8]. Group 5: Financial Challenges - Despite operational momentum, Serve Robotics reported a net loss of $13.2 million in the first quarter of 2025, up from $9 million in the year-ago quarter, due to increased investments in scaling its robot fleet and market expansion [9]. - The company faces financial headwinds from supply-chain disruptions and elevated tariffs, which are inflating its cost structure and complicating expense management [10].

Core Viewpoint - C3.ai, Inc. is currently trading at a slight premium compared to its sector but at a discount to historical metrics, with a forward 12-month Price/Sales ratio of 6.39X, higher than the sector's 6.18X, yet below its three-year average [1] Group 1: Share Price Performance - C3.ai's shares have increased by 20.7% in the past month, but this performance lags behind the Zacks Computer & Technology sector and the Zacks Computers - IT Services industry [2] - The current stock price reflects a 48.6% discount from its 52-week high of $45.08 and a 36.1% premium to its 52-week low of $17.03 [2] Group 2: Growth Drivers - Partnerships with major players like Amazon AWS, Google Cloud, Microsoft Azure, and Booz Allen Hamilton are significant growth multipliers, resulting in 28 closed deals across nine industries, indicating a 460% quarter-over-quarter increase [5] - C3.ai has expanded its customer base in both commercial and government sectors, securing notable clients such as Flex, Sanofi, ExxonMobil, Shell, and the U.S. Department of Defense [6] - The company has a robust federal pipeline, particularly with the U.S. Department of Defense, citing 39 active pilots that are gaining traction in areas like predictive maintenance and logistics optimization [10] Group 3: Financial Challenges - C3.ai reported a GAAP net loss of 62 cents per share in the fiscal third quarter, with a non-GAAP loss of 12 cents per share [11] - The company signed 50 new pilots in the fiscal third quarter, totaling 310 pilots, which carry higher upfront costs and pressure on gross margins [12] - C3.ai anticipates some moderation in gross margins due to the increased mix of costly pilots and expects elevated operating losses due to ongoing investments in sales and R&D [13] Group 4: Estimate Revisions - The Zacks Consensus Estimate for fiscal 2025 loss per share remains unchanged at $2.29, while the estimate for fiscal 2026 loss per share has widened to $2.41 [14] - Sales growth estimates for fiscal 2025 and 2026 are projected at 29.6% and 22.4%, respectively [14] Group 5: Overall Assessment - Despite high-profile partnerships and a strong pipeline, C3.ai's ongoing lack of profitability, margin pressures, and increasing cost structure raise concerns [17] - The company operates at a steep GAAP loss with over 300 active pilots that have yet to convert into significant revenues, which may further impact margins [16] - The forward Price/Sales ratio of 6.39, while above the sector average, does not indicate an improved long-term financial outlook, leading to an unfavorable risk-reward profile for investors [17]