Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Summary: Green Dot (GDOT) - Green Dot currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [2][3] - Over the past week, GDOT shares have increased by 37.76%, significantly outperforming the Zacks Financial Transaction Services industry, which rose by 2.47% [5] - In a longer time frame, GDOT's monthly price change is 29.27%, compared to the industry's 2.96% [5] - Over the past quarter, GDOT shares have risen by 45.78%, and by 20.16% over the last year, while the S&P 500 has only moved 11.03% and 17.4%, respectively [6] - GDOT's average 20-day trading volume is 989,210 shares, which is a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for GDOT have increased, while none have decreased, raising the consensus estimate from $1.22 to $1.35 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [9] Conclusion - Considering all factors, GDOT is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Viewpoint - The comparison between Evertec (EVTC) and RB Global (RBA) indicates that EVTC presents a better value opportunity for investors in the Financial Transaction Services sector [1]. Group 1: Zacks Rank and Earnings Outlook - Evertec has a Zacks Rank of 1 (Strong Buy), while RB Global has a Zacks Rank of 4 (Sell), suggesting that EVTC is likely experiencing a more favorable earnings outlook [3]. - The Zacks Rank focuses on companies with positive earnings estimate revisions, which is a critical factor for investors [2]. Group 2: Valuation Metrics - EVTC has a forward P/E ratio of 10.54, significantly lower than RBA's forward P/E of 30.41, indicating that EVTC may be undervalued [5]. - The PEG ratio for EVTC is 1.50, while RBA's PEG ratio is 2.54, further suggesting that EVTC is a more attractive investment based on expected earnings growth [5]. - EVTC's P/B ratio is 3.82 compared to RBA's P/B of 3.96, reinforcing the notion that EVTC is relatively undervalued [6]. Group 3: Value Grades - Based on various valuation metrics, EVTC holds a Value grade of B, while RBA has a Value grade of C, indicating that EVTC is the preferred choice for value investors [6].

Company Performance - Adecco SA has returned 36.6% year-to-date, significantly outperforming the Business Services sector, which has returned an average of 1.9% [4] - Adecco SA is currently ranked 2 (Buy) in the Zacks Rank, indicating a positive earnings outlook with a 5% increase in the consensus earnings estimate over the past quarter [3] - Adecco SA is part of the Outsourcing industry, which has seen a decline of about 4.8% year-to-date, further highlighting Adecco's strong performance relative to its peers [5] Industry Context - The Business Services group includes 254 companies and is currently ranked 4 in the Zacks Sector Rank, reflecting the overall strength of the sector [2] - The Outsourcing industry, which includes Adecco SA, is ranked 39 in the Zacks Industry Rank, indicating a relatively weaker performance compared to other industries [5] - Another notable company in the Business Services sector is MasterCard, which has returned 13.8% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][6]

Core Insights - PayPal's Buy Now, Pay Later (BNPL) service is a significant growth driver, with total payment volume increasing over 20% year over year in Q2 2025 and monthly active accounts growing by 18% [1][8] - The average order value for transactions using BNPL is more than 80% higher than standard checkout, leading to increased merchant sales and revenue opportunities [2][8] - PayPal is expanding its BNPL offerings into omnichannel retail with the "Pay Later To Go" product, which allows installment payments in physical stores, enhancing its competitive position [3][8] PayPal's BNPL Performance - BNPL total payment volume rose over 20% year over year in Q2 2025, with active accounts increasing by 18% across nine global markets [1][8] - Retailers utilizing BNPL, such as Ace Hardware, reported a 35% increase in PayPal sales and a sevenfold increase in order size [2][8] Competitive Landscape - Standalone BNPL providers are innovating rapidly, and the entry of major players like Apple is intensifying competition [4] - Block's Afterpay saw a 17% year-over-year growth in BNPL Gross Merchandise Value (GMV) to $9.11 billion in Q2 2025, with a high on-time payment rate of 96% [5] - Affirm Holdings reported a 45.6% year-over-year increase in total transactions, reaching 31.3 million, with a 94% repeat transaction rate [6] Valuation and Estimates - PayPal shares have declined 20.9% year to date, underperforming the broader industry and the S&P 500 Index [7] - The stock is trading at a forward 12-month P/E of 12.13X, significantly lower than the industry average of 22.17X, indicating a potentially undervalued position [10] - The Zacks Consensus Estimate for PayPal's earnings in 2025 is $5.22 per share, reflecting a 12.3% growth over 2024, with a further estimate of $5.77 for 2026, suggesting 10.5% growth year over year [11]

Company Overview - CompoSecure, Inc. (CMPO) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4] Price Performance - CMPO shares have increased by 5.93% over the past week, outperforming the Zacks Financial Transaction Services industry, which rose by 2.47% [6] - Over the last quarter, CMPO's shares have risen by 41.76%, and they are up 67.07% over the past year, while the S&P 500 has only moved 9.37% and 14.67%, respectively [7] Trading Volume - The average 20-day trading volume for CMPO is 1,156,329 shares, which is considered a bullish sign when combined with rising stock prices [8] Earnings Outlook - In the past two months, two earnings estimates for CMPO have been revised upwards, increasing the consensus estimate from $0.92 to $0.95 [10] - For the next fiscal year, two estimates have also moved upwards with no downward revisions during the same period [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, CMPO is positioned as a promising investment opportunity [12]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of "buying high, hoping to sell even higher" [1] - The Zacks Momentum Style Score helps investors identify stocks with momentum by focusing on key metrics [2] Group 2: FirstCash Holdings (FCFS) Analysis - FirstCash Holdings currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - FCFS shares have increased by 1.55% over the past week, while the Zacks Financial Transaction Services industry has risen by 2.47% [6] - Over the last quarter, FCFS shares have gained 9.8%, and 18.59% over the past year, outperforming the S&P 500's gains of 7.98% and 15.57%, respectively [7] - The average 20-day trading volume for FCFS is 385,679 shares, indicating a bullish sign if the stock rises with above-average volume [8] Group 3: Earnings Outlook - In the past two months, two earnings estimates for FCFS have moved higher, increasing the consensus estimate from $7.93 to $8.03 [10] - For the next fiscal year, two estimates have also moved upwards, with no downward revisions [10] Group 4: Conclusion - FCFS is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]

Group 1: Company Performance - FirstCash Holdings (FCFS) has achieved a year-to-date return of approximately 32.9%, significantly outperforming the average return of -0.2% for the Business Services sector [4] - The Zacks Consensus Estimate for FCFS's full-year earnings has increased by 1.3% over the past three months, indicating improved analyst sentiment and a stronger earnings outlook [3] - FirstCash Holdings is part of the Financial Transaction Services industry, which has seen an average gain of 5.3% this year, further highlighting FCFS's superior performance within its industry [5] Group 2: Sector and Industry Comparison - The Business Services sector, which includes 254 individual stocks, is currently ranked 6 in the Zacks Sector Rank [2] - GigaCloud Technology Inc. (GCT), another stock in the Business Services sector, has outperformed with a year-to-date return of 70.1% [4] - The Technology Services industry, to which GigaCloud belongs, is ranked 93 and has experienced a year-to-date increase of 14.3% [6]

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, capitalizing on established price movements [1] - Marqeta (MQ) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2][11] Company Performance - Marqeta's shares have increased by 17.9% over the past week, significantly outperforming the Zacks Financial Transaction Services industry, which rose by only 0.8% during the same period [5] - Over the past quarter, Marqeta's shares have risen by 24.76%, and over the last year, they have gained 25.24%, while the S&P 500 has increased by 10.18% and 20.38%, respectively [6] - The average 20-day trading volume for Marqeta is 5,336,123 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Earnings Outlook - In the last two months, three earnings estimates for Marqeta have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from -$0.09 to -$0.07 [9] - For the next fiscal year, two estimates have also moved upwards with no downward revisions, suggesting positive earnings momentum [9] Investment Recommendation - Given the strong performance metrics and positive earnings outlook, Marqeta is rated as a 2 (Buy) stock with a Momentum Score of A, making it a promising candidate for near-term investment [11]

Core Insights - PagSeguro Digital Ltd. reported quarterly earnings of $0.34 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, and showing a slight increase from $0.32 per share a year ago, resulting in an earnings surprise of +9.68% [1] - The company posted revenues of $892.74 million for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 0.66%, but an increase from $874.38 million year-over-year [2] - PagSeguro Digital's stock has increased approximately 50.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 10% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend for estimate revisions prior to the earnings release was favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - Current consensus EPS estimate for the next quarter is $0.31 on revenues of $946.04 million, and for the current fiscal year, it is $1.29 on revenues of $3.66 billion [7] Industry Context - The Financial Transaction Services industry, to which PagSeguro Digital belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - The performance of PagSeguro Digital's stock may also be influenced by the overall industry outlook and trends in earnings estimate revisions [5]

Group 1 - DLocal reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, but down from $0.15 per share a year ago, representing an earnings surprise of +7.69% [1] - The company posted revenues of $256.46 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.00%, compared to $171.28 million in the same quarter last year [2] - DLocal has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] Group 2 - The stock has underperformed the market, losing about 2.6% since the beginning of the year, while the S&P 500 gained 9.6% [3] - The current consensus EPS estimate for the coming quarter is $0.15 on revenues of $245.84 million, and for the current fiscal year, it is $0.60 on revenues of $969.24 million [7] - The Zacks Industry Rank for Financial Transaction Services is in the top 22% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]