Core Insights - Oracle is set to report its second-quarter fiscal 2026 results on December 10, with total revenues expected to grow between 12% to 14% in constant currency and 14% to 16% in dollar terms at current exchange rates, with a consensus estimate of $16.15 billion, indicating a 14.84% increase year-over-year [1] Revenue and Earnings Expectations - Non-GAAP earnings per share are projected to be between $1.58 and $1.62 in constant currency, reflecting an 8-10% growth, and between $1.61 and $1.65 in USD, indicating a 10-12% growth, with a consensus estimate of $1.63 per share, showing a 10.88% increase from the previous year [2] Recent Performance and Trends - In the last reported quarter, Oracle had an earnings surprise of 0.00%, with mixed results over the past four quarters, including two misses and one beat [3] - The company has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a neutral outlook for earnings [5] Strategic Developments - Oracle's $300 billion, five-year cloud computing agreement with OpenAI has positioned it as a key AI infrastructure provider, contributing to a 359% year-over-year increase in remaining performance obligations to $455 billion [7][8] - The company introduced significant AI initiatives, including Oracle AI Database 26ai and OCI Zettascale10, the largest AI supercomputer in the cloud, and expanded its partnership with Google Cloud [9][10] Competitive Landscape - Oracle faces intense competition in the cloud space, with Amazon, Microsoft, and Google holding a combined 62% market share in global enterprise cloud infrastructure services [15] - Despite Oracle's strong position in database management and ERP software, competitors are gaining traction in the cloud market [15] Valuation and Financial Considerations - Oracle's stock trades at a price-to-earnings ratio of 29.31, slightly above the industry average and significantly higher than its five-year median of 22.38, indicating a stretched valuation [16] - The company has over $105 billion in debt and projected capital expenditures of $35 billion for fiscal 2026, raising concerns about financial leverage and execution risks [10][19] Conclusion - While Oracle's AI infrastructure transformation shows potential, the premium valuation and execution risks suggest caution for investors, particularly in light of competitive pressures and balance sheet concerns [20]

Core Insights - CrowdStrike Holdings, Inc. reported non-GAAP earnings per share of 96 cents for Q3 fiscal 2026, exceeding Zacks Consensus Estimate by 2.1% and management's guidance of 93-95 cents, with a year-over-year increase of 26.3% [1] - The company's Q3 revenues reached $1.23 billion, surpassing the Zacks Consensus Estimate of $1.21 billion and management's guidance of $1.21-$1.22 billion, reflecting a 22% year-over-year growth [2] Revenue Breakdown - Subscription revenues, accounting for 94.7% of total revenues, increased by 21.4% year over year to $1.17 billion, while professional services revenues rose by 38.1% to $65.5 million [3] - As of October 31, 2025, annual recurring revenues (ARR) were $4.92 billion, up 23% year over year, with $265.3 million added in net new ARR during the quarter [3] Customer Adoption - As of October 31, 2025, 49% of subscription customers adopted six or more cloud modules, 34% adopted seven or more, and 24% adopted eight or more [4] Operating Performance - Non-GAAP gross profit increased by 22.9% to $967.8 million, with a gross margin remaining flat at 78% [5] - Non-GAAP subscription gross profit rose by 22.2% to $942.3 million, with the gross margin expanding by 100 basis points to 81% [6] - Total non-GAAP operating expenses increased by 19.8% to $703.2 million, but as a percentage of revenues, they decreased to 57% from 58.1% [7] Financial Metrics - Non-GAAP operating income increased by 31.8% to $265.6 million, with the operating margin contracting by 100 basis points to 21% [8] - As of October 31, 2025, cash and cash equivalents stood at $4.80 billion, with long-term debt of $745.1 million [9] - Operating and free cash flows generated in Q3 were $397.5 million and $295.9 million, respectively [9] Future Guidance - For Q4 fiscal 2026, CrowdStrike anticipates revenues between $1.29 billion and $1.30 billion, with non-GAAP operating income expected in the range of $315.4-$319.4 million [11] - The company raised its FY26 revenue guidance to between $4.797 billion and $4.807 billion, with non-GAAP net income projected at $949.6-$954 million [12][13]

Core Insights - Harmonic Inc.'s open block-building infrastructure is enhancing DeFi Development Corp.'s Solana validator operations, which is a strategic move to optimize validator performance and support long-term SOL accumulation [1] Group 1: Harmonic's Integration and Benefits - Harmonic introduces competition and choice in Solana's block-building pipeline, allowing validators to choose from multiple block candidates, thereby increasing revenue potential and enhancing decentralization [2] - DeFi Development gains three advantages from integrating Harmonic: automatic selection of the most valuable block in each slot, improved transparency and control, and participation in a multi-builder environment that diversifies block production [3][4] - The integration is expected to lead to measurable improvements in performance and revenue capture for DeFi Development in the upcoming weeks [5] Group 2: Financial Performance and Partnerships - Harmonic's third-quarter performance exceeded expectations in both revenue and profitability, particularly in Broadband and Video segments, with Broadband growth anticipated to continue through 2026 [7] - Harmonic expanded its partnership with Spectrum, deploying advanced network tools and supporting the transition to DOCSIS 4.0 services, which will enhance future network capabilities [6] - Despite strong performance, Harmonic's shares have declined by 27.1% over the past year, contrasting with the industry's growth of 90.7% [8]

Core Insights - Zacks Premium offers various tools to enhance stock market investment confidence and knowledge [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Each stock receives an alphabetic rating from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [4] Growth Score - The Growth Style Score assesses a company's financial health and future outlook based on projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that highlights stocks with attractive value, growth potential, and positive momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in stock selection [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with a 3 (Hold) rank should also have Style Scores of A or B to maximize upside potential [10][11] Company Spotlight: Cisco Systems (CSCO) - Cisco is expanding in the network security sector, offering products and services to protect against unauthorized access and malware [12] - CSCO holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of B and a Momentum Style Score of A, having increased 9.4% in the past four weeks [13] - Recent earnings estimates for fiscal 2026 have been revised upward, with the Zacks Consensus Estimate now at $4.05 per share, and an average earnings surprise of +3.2% [13][14]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, helping investors identify stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating a better chance of outperforming [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Evaluates a company's financial health and future growth potential through projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing short-term price changes and earnings estimate revisions to identify buying opportunities [5] VGM Score - Combines all three Style Scores to provide a comprehensive rating, highlighting stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to guide investors in stock selection, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.93% since 1988 [7] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Stock Example: Infosys (INFY) - Infosys is currently rated 3 (Hold) with a VGM Score of B and a Momentum Style Score of B, having increased by 4.4% over the past four weeks [11] - Recent upward revisions in earnings estimates for fiscal 2026 have led to a Zacks Consensus Estimate of $0.78 per share, with an average earnings surprise of +1.3% [12]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [2] - The Value Score identifies attractive stocks using ratios like P/E and Price/Sales, focusing on discounted stocks [3] - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings and cash flow [4] - The Momentum Score helps investors capitalize on price trends, using factors like one-week price change and monthly earnings estimate changes [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for stock selection based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with a 4 (Sell) or 5 (Strong Sell) rating, even with high Style Scores, are less favorable due to declining earnings forecasts [10] Company Spotlight: Microsoft - Microsoft Corporation holds over 73% market share in the desktop operating system sector and is rated 2 (Buy) on the Zacks Rank with a VGM Score of B [11] - The company has a Momentum Style Score of A, with shares increasing by 4.9% in the past four weeks [11] - Recent upward revisions in earnings estimates for fiscal 2026 have raised the Zacks Consensus Estimate to $15.41 per share, with an average earnings surprise of +7% [12]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum [2][10] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends by examining one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum, serving as a strong indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks yielding an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7][8] Stock Selection Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while 3 (Hold) stocks should also have A or B Scores for potential upside [10][11] Company Spotlight: Marvell Technology - Marvell Technology, a fabless designer of integrated circuits, holds a Zacks Rank of 3 (Hold) and a VGM Score of B [12] - The company has a Momentum Style Score of A, with shares increasing by 30.1% in the past four weeks, and has seen upward revisions in earnings estimates for fiscal 2026 [13]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores offer a systematic approach to evaluate stocks based on value, growth, and momentum [3][4][5][6][7] Zacks Style Scores - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] - Value Score identifies undervalued stocks using financial ratios like P/E and Price/Sales [4] - Growth Score assesses stocks based on projected earnings and sales growth [5] - Momentum Score evaluates stocks based on price trends and earnings estimate changes [6] - VGM Score combines all three styles to highlight stocks with the best overall potential [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [8] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.81% since 1988 [8] - A large number of stocks can hold high Zacks Ranks, making it essential to use Style Scores for better selection [9] Stock Example: Itron Inc (ITRI) - Itron Inc is a technology and services company specializing in smart meters and communication systems for utilities [12] - ITRI holds a Zacks Rank of 2 (Buy) and has a VGM Score of A, indicating strong potential [12] - The stock has a Momentum Style Score of B, with a recent price increase of 4.9% over the past month [13] - Analysts have revised ITRI's earnings estimate upwards, with the Zacks Consensus Estimate rising to $6.07 per share [13] - ITRI has an average earnings surprise of +32.5%, making it a strong candidate for investors [13]

Core Insights - Zacks Premium provides various tools and resources to help investors make informed decisions and invest confidently in the stock market [1][2] Zacks Style Scores - Zacks Style Scores are indicators designed to assist investors in selecting stocks with the highest potential to outperform the market within a 30-day timeframe [3] - Each stock is rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] Value Score - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score emphasizes a company's financial health and future growth potential by analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price trends by evaluating recent price changes and earnings estimate revisions [6] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores, providing a comprehensive assessment of stocks based on their weighted styles [7] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.64% since 1988 [8][10] Stock to Watch: Western Digital (WDC) - Western Digital Corporation is a leading manufacturer of data storage devices, offering a range of HDD and Flash storage solutions [12] - WDC holds a 1 (Strong Buy) rating on the Zacks Rank and has a VGM Score of A, indicating strong investment potential [13] - The stock has seen a 46.6% increase in the past four weeks, with positive earnings estimate revisions and an average earnings surprise of +6.8% [13][14]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence in investing [1] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [2] - The Value Score identifies undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [3] - The Growth Score focuses on a company's future prospects by analyzing projected and historical earnings, sales, and cash flow [4] - The Momentum Score helps investors capitalize on price trends, utilizing factors like one-week price change and monthly earnings estimate changes [5] - The VGM Score combines the three Style Scores to identify stocks with attractive value, growth forecasts, and promising momentum, serving as a strong indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building [7] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.64% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize returns [9] Stock Highlight: Vertiv Holdings Co. (VRT) - Vertiv is a global provider of critical digital infrastructure and services for various essential industries, including cloud computing and healthcare [11] - VRT holds a Zacks Rank of 2 (Buy) and a VGM Score of B, indicating strong potential [11] - The stock has a Momentum Style Score of B, with shares increasing by 8.7% over the past four weeks, and earnings estimates for fiscal 2025 have been revised upward [12]