Company Performance - PagSeguro Digital Ltd. closed at $9.75, reflecting a -1.02% change from the previous day, underperforming the S&P 500 which gained 3.26% [1] - The company's shares increased by 17.4% over the past month, outperforming the Business Services sector's gain of 7.61% and the S&P 500's gain of 3.78% [1] Upcoming Earnings - The upcoming earnings disclosure is expected to show an EPS of $0.29, a decrease of 12.12% compared to the same quarter last year [2] - Revenue is forecasted to be $827.19 million, indicating a 4.91% decline year-over-year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of $1.24 per share and revenue of $3.6 billion, representing year-over-year changes of +2.48% and +3.01%, respectively [3] Analyst Forecasts - Recent revisions to analyst forecasts are crucial as they reflect changes in short-term business dynamics, with positive revisions indicating analysts' confidence in the company's performance [4] Valuation Metrics - PagSeguro Digital Ltd. has a Forward P/E ratio of 7.96, significantly lower than the industry average of 14.59, suggesting it is trading at a discount [7] - The company holds a PEG ratio of 0.71, compared to the Financial Transaction Services industry's average PEG ratio of 1.19 [8] Industry Ranking - The Financial Transaction Services industry, part of the Business Services sector, has a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [9]

Core Viewpoint - Repay Holdings (RPAY) reported quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.23 per share, representing a -4.35% earnings surprise [1][2] Financial Performance - The company posted revenues of $77.33 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 7.06%, compared to $80.72 million in the same quarter last year [2] - Over the last four quarters, Repay Holdings has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Repay Holdings shares have declined approximately 48.4% since the beginning of the year, while the S&P 500 has decreased by 3.8% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $78.49 million, and for the current fiscal year, it is $0.91 on revenues of $331.6 million [7] - The estimate revisions trend for Repay Holdings is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Financial Transaction Services industry, to which Repay Holdings belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

CompoSecure, Inc. (CMPO) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 31.58%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.27, delivering a surprise of 28.57%. Over the last four quarters, the comp ...

Green Dot (GDOT) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 51.43%. A quarter ago, it was expected that this bank holding company would post earnings of $0.38 per share when it actually produced earnings of $0.40, delivering a surprise of 5.26%.Over the last four quarters, the co ...

Financial Performance - Cantaloupe reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.06 per share a year ago, representing an earnings surprise of -20% [1] - The company posted revenues of $75.43 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 4.31%, compared to year-ago revenues of $67.9 million [2] - Over the last four quarters, Cantaloupe has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] Stock Performance - Cantaloupe shares have declined approximately 13.6% since the beginning of the year, while the S&P 500 has decreased by -4.3% [3] - The current Zacks Rank for Cantaloupe is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.11 on revenues of $84.48 million, and for the current fiscal year, it is $0.32 on revenues of $307.86 million [7] - The outlook for the Financial Transaction Services industry, where Cantaloupe operates, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: Paymentus (PAY) - Paymentus currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating a favorable outlook for the stock [3][4]. - The stock has shown significant price performance, with a 10.13% increase over the past week and a 29.66% increase over the past month, outperforming the Zacks Financial Transaction Services industry, which saw a 0.24% and 2.18% increase respectively [6]. - Over the past quarter, shares of Paymentus have increased by 17.11%, and over the past year, they have gained 82.44%, while the S&P 500 has moved -6.34% and 9.94% respectively [7]. Trading Volume - The average 20-day trading volume for Paymentus is 428,243 shares, which serves as a baseline for price-to-volume analysis, indicating bullish or bearish trends [8]. Earnings Outlook - Recent earnings estimate revisions for Paymentus have been positive, with one estimate moving higher for the full year, increasing the consensus estimate from $0.57 to $0.59 over the past 60 days [10]. - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [10]. Conclusion - Considering the positive momentum indicators and earnings outlook, Paymentus is positioned as a promising investment opportunity with a Momentum Score of B and a Zacks Rank of 2 (Buy) [12].

Core Insights - Marqeta reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.05, and improved from a loss of $0.07 per share a year ago, representing a 60% earnings surprise [1] - The company achieved revenues of $139.07 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.33% and up from $117.97 million year-over-year [2] - Marqeta has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] Future Outlook - The sustainability of Marqeta's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $146.5 million, and for the current fiscal year, it is -$0.15 on revenues of $592.58 million [7] - The estimate revisions trend for Marqeta is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Financial Transaction Services industry, to which Marqeta belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Cantaloupe, another company in the same industry, is expected to report quarterly earnings of $0.10 per share, reflecting a year-over-year increase of 66.7%, with revenues projected at $78.82 million, up 16.1% from the previous year [9][10]

Group 1: Earnings Performance - Remitly Global, Inc. reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of a loss of $0.04 per share, and showing improvement from a loss of $0.11 per share a year ago, resulting in an earnings surprise of 225% [1] - The company has surpassed consensus EPS estimates for the last four quarters, indicating consistent performance [2] Group 2: Revenue Performance - For the quarter ended March 2025, Remitly Global posted revenues of $361.62 million, surpassing the Zacks Consensus Estimate by 4.21%, and showing an increase from year-ago revenues of $269.12 million [2] - The company has also topped consensus revenue estimates for the last four quarters, reflecting strong revenue growth [2] Group 3: Stock Performance and Outlook - Remitly Global shares have declined approximately 6.1% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The company's earnings outlook is mixed, with the current consensus EPS estimate for the coming quarter at -$0.02 on revenues of $387.63 million, and $0.02 on revenues of $1.57 billion for the current fiscal year [7] Group 4: Industry Context - The Financial Transaction Services industry, to which Remitly Global belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

Earnings Performance - Evertec reported quarterly earnings of $0.87 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and up from $0.72 per share a year ago, representing an earnings surprise of 7.41% [1] - The company has surpassed consensus EPS estimates for four consecutive quarters [2] Revenue Performance - Evertec posted revenues of $228.79 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.88%, and up from $205.32 million year-over-year [2] - The company has also topped consensus revenue estimates for four consecutive quarters [2] Stock Performance and Outlook - Evertec shares have declined approximately 0.1% since the beginning of the year, while the S&P 500 has decreased by 4.7% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $224.81 million, and for the current fiscal year, it is $3.41 on revenues of $893.96 million [7] Industry Context - The Financial Transaction Services industry, to which Evertec belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Company Overview - DLocal (DLO) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.12, reflecting a +71.4% change, and revenues of $210.62 million, up 14.2% from the previous year [3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on May 14, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2][3]. - The consensus EPS estimate has been revised down by 7.41% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for DLocal matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11]. - DLocal currently holds a Zacks Rank of 3 (Hold), suggesting that it may not be a strong candidate for an earnings beat [11][16]. Historical Performance - In the last reported quarter, DLocal met the expected EPS of $0.15, resulting in no surprise, and has beaten consensus EPS estimates in two out of the last four quarters [12][13]. Industry Context - Another player in the financial transaction services industry, Ryvyl (RVYL), is expected to report a loss of $0.27 per share, with revenues projected at $15.54 million, down 7.3% year-over-year [17]. - Ryvyl's consensus EPS estimate has been revised down by 94.7% over the last 30 days, but it currently has an Earnings ESP of 7.41%, indicating a likelihood of beating the consensus EPS estimate [18].