Core Insights - TruBridge (TBRG) reported quarterly earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.4 per share, and showing a significant improvement from a loss of $0.21 per share a year ago, resulting in an earnings surprise of +120.00% [1] - The company achieved revenues of $86.11 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.32% and reflecting a year-over-year increase from $83.83 million [2] - TruBridge has outperformed consensus revenue estimates three times over the last four quarters [2] Earnings Outlook - The sustainability of TruBridge's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $88.61 million, and for the current fiscal year, it is $1.76 on revenues of $346.54 million [7] Industry Context - The Medical Info Systems industry, to which TruBridge belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

分组1 - 10x Genomics reported a quarterly loss of $0.22 per share, better than the Zacks Consensus Estimate of a loss of $0.27, and an improvement from a loss of $0.30 per share a year ago, resulting in an earnings surprise of +18.52% [1] - The company achieved revenues of $149 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.64%, although this represents a decline from year-ago revenues of $151.65 million [2] - Over the last four quarters, 10x Genomics has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed the market, losing about 6.1% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of -$0.23 for the coming quarter and -$0.52 for the current fiscal year, alongside revenues of $151.08 million and $620.66 million respectively [7] - The Medical Info Systems industry, to which 10x Genomics belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable industry outlook [8]

分组1 - Senseonics Holdings reported a quarterly loss of $0.43 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.33, representing an earnings surprise of -30.30% [1] - The company posted revenues of $8.1 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.79%, and showing a significant increase from $4.26 million in the same quarter last year [2] - Senseonics has surpassed consensus revenue estimates three times over the last four quarters, but has only exceeded EPS estimates once in the same period [2] 分组2 - The stock has underperformed, losing approximately 36.1% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.32 on revenues of $15.05 million, and for the current fiscal year, it is -$1.40 on revenues of $35.91 million [7] - The Zacks Industry Rank for Medical Info Systems is in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Schrodinger, Inc. reported a quarterly loss of $0.45 per share, better than the Zacks Consensus Estimate of a loss of $0.75, representing an earnings surprise of +40.00% [1] - The company posted revenues of $54.32 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 8.68% and showing a year-over-year increase from $35.29 million [2] - Schrodinger shares have increased by approximately 3.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 15.1% [3] Financial Performance - Over the last four quarters, Schrodinger has surpassed consensus EPS estimates two times and topped revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $89.1 million, while for the current fiscal year, it is -$2.18 on revenues of $251.99 million [7] Industry Context - Schrodinger operates within the Zacks Medical Info Systems industry, which is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of Schrodinger's stock may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with management's commentary on the earnings call expected to provide insights [3][4] - The estimate revisions trend for Schrodinger was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]

Group 1 - The stock of Veeva Systems Inc. (VEEV) is experiencing significant attention due to high implied volatility in the options market, particularly for the Jan 16, 2026 $330.00 Put option [1] - Implied volatility indicates the market's expectation of future movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Veeva Systems holds a Zacks Rank 2 (Buy) in the Medical Info Systems Industry, which is in the top 26% of the Zacks Industry Rank, indicating a positive outlook [3] Group 2 - Over the past 60 days, one analyst has raised the earnings estimate for Veeva Systems for the current quarter, resulting in a consensus estimate increase from $1.94 to $1.95 per share [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]

Core Insights - American Well Corporation (AMWL) reported a quarterly loss of $1.74 per share, which was better than the Zacks Consensus Estimate of a loss of $1.83, and improved from a loss of $2.87 per share a year ago, resulting in an earnings surprise of +4.92% [1] - The company generated revenues of $56.29 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 3.53%, although this represents a decline from year-ago revenues of $61.05 million [2] - American Well has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] Financial Performance - The company has experienced a significant decline in share price, losing approximately 29.8% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.94, with projected revenues of $55.3 million, and for the current fiscal year, the estimate is -$6.13 on revenues of $247.42 million [7] Industry Outlook - The Medical Info Systems industry, to which American Well belongs, is currently ranked in the top 24% 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 could impact American Well's stock performance [5][6]

Core Insights - Clover Health Investments, Corp. reported break-even quarterly earnings per share, compared to a loss of $0.02 per share a year ago, resulting in an earnings surprise of -100.00% [1] - The company posted revenues of $496.65 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.47%, and showing a year-over-year revenue increase from $330.99 million [2] - Clover Health shares have increased approximately 16.8% since the beginning of the year, slightly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $486.6 million, while for the current fiscal year, the estimate is $0.10 on revenues of $1.9 billion [7] - The estimate revisions trend for Clover Health was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical Info Systems industry, to which Clover Health belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Tempus AI reported a quarterly loss of $0.11 per share, better than the Zacks Consensus Estimate of a loss of $0.16, and improved from a loss of $0.25 per share a year ago, resulting in an earnings surprise of +31.25% [1] - The company achieved revenues of $334.21 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.38% and significantly up from $180.93 million in the same quarter last year [2] - Tempus shares have increased approximately 162.8% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Tempus stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $361.46 million, and for the current fiscal year, it is -$0.69 on revenues of $1.26 billion [7] Industry Context - The Medical Info Systems industry, to which Tempus belongs, is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Core Insights - The article compares two companies, Omnicell (OMCL) and Hims & Hers Health, Inc. (HIMS), to determine which is the better option for investors seeking undervalued stocks [1] Valuation Metrics - Omnicell has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Hims & Hers, which has a Zacks Rank of 3 (Hold) [3] - Omnicell's forward P/E ratio is 21.30, significantly lower than Hims & Hers' forward P/E of 75.44, suggesting that Omnicell may be undervalued [5] - The PEG ratio for Omnicell is 2.48, while Hims & Hers has a PEG ratio of 3.07, indicating that Omnicell's valuation is more attractive when considering expected earnings growth [5] - Omnicell's P/B ratio is 1.26, compared to Hims & Hers' P/B of 17.81, further supporting the notion that Omnicell is undervalued [6] - Based on these metrics, Omnicell holds a Value grade of B, while Hims & Hers has a Value grade of D, highlighting the relative undervaluation of Omnicell [6] Earnings Outlook - Omnicell is noted for its improving earnings outlook, which enhances its attractiveness in the Zacks Rank model, suggesting it is the superior value option at this time [7]

Core Insights - iRhythm Technologies reported a quarterly loss of $0.06 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.36, marking an earnings surprise of +83.33% [1] - The company achieved revenues of $192.88 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.97% and showing a year-over-year increase from $147.54 million [2] - iRhythm Technologies shares have increased by approximately 105.5% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.09 on revenues of $196.15 million, and for the current fiscal year, it is -$1.71 on revenues of $725.26 million [7] - The estimate revisions trend for iRhythm Technologies was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical Info Systems industry, to which iRhythm Technologies belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]