Core Insights - The article emphasizes the importance of efficiency levels in assessing a company's potential for profit generation, with a high efficiency level correlating positively with price performance [1] Efficiency Ratios - Receivables Turnover measures a company's ability to extend credit and collect debts, with a high ratio indicating effective collection practices [2] - Asset Utilization indicates how well a company converts its assets into sales, with higher ratios suggesting greater efficiency [3] - Inventory Turnover assesses a company's ability to manage inventory relative to its cost of goods sold, where a high ratio indicates effective inventory management [4] - Operating Margin reflects a company's control over operating expenses, with a higher margin indicating better expense management compared to peers [5] Screening Criteria - The screening process included a favorable Zacks Rank of 1 (Strong Buy) alongside the efficiency ratios to identify potentially profitable stocks [6] - Stocks that exceeded industry averages in Inventory Turnover, Receivables Turnover, Asset Utilization, and Operating Margin were narrowed down from over 7,906 stocks to 12 [7] Selected Stocks - Tactile Systems Technology (TCMD) is noted for its efficiency ratios exceeding industry averages and has an average four-quarter earnings surprise of 29% [9] - Canadian Natural Resources Limited (CNQ) is recognized for its strong efficiency metrics and a 9.3% average earnings surprise [10] - Arlo Technologies (ARLO) has shown efficiency strengths with a 7.2% earnings surprise [11] - Celestica (CLS) is highlighted as a major electronics manufacturing services company with a 6.9% average earnings surprise [12]

证券日报网讯 光弘科技（300735）11月18日在互动平台回答投资者提问时表示，公司是专业的EMS （电子制造服务）企业，并未直接从事PCB的生产制造。PCB是公司业务不可或缺的原材料，将作为电 子产品基石的PCB和各类电子元件通过SMT技术贴装结合是公司业务最重要的组成部分。 ...

Core Insights - Earnings estimates for Celestica Inc. (CLS) for 2025 have increased by 33.2% to $5.90, and for 2026, they have risen by 41.8% to $8.21, indicating strong growth potential and a solid business model [1][5] Group 1: AI and Market Demand - The proliferation of AI applications and generative AI tools is creating significant growth opportunities for Celestica, driving demand for its data communications and information processing infrastructure products [3][5] - Celestica is expanding its product offerings through innovation and strategic collaborations, including the introduction of next-generation storage controllers and high-bandwidth switches to meet the demands of AI applications [4][6] Group 2: Product Diversification and Customer Base - The company's focus on product diversification and presence in high-value markets is enhancing its market position, supported by strong R&D capabilities [6][7] - Celestica's diverse customer base across multiple industries, including communication, healthcare, and aerospace, reduces dependence on any single sector, enhancing business resilience [7] Group 3: Financial Performance - Celestica's stock has increased by 270.3% over the past year, significantly outperforming the industry growth of 112.5% and peers like Flex Ltd. and Jabil Inc. [8] - The company has a trailing four-quarter average earnings surprise of 6.9%, indicating a strong performance history [12][13]

Core Insights - Jabil Inc. has shown significant stock performance, outperforming both the broader market and sector indices over the past year [2][3] - Despite strong financial results, Jabil's stock experienced a decline following its Q4 earnings release, but rebounded in subsequent trading [4] - Analysts maintain a positive outlook on Jabil, with a consensus rating of "Strong Buy" and an upward revision of price targets [5][6] Financial Performance - Jabil's Q4 revenue increased by 18.5% year-over-year to $8.3 billion, exceeding expectations by 7.7% [4] - Adjusted EPS for Q4 grew by 43% year-over-year to $3.29, beating consensus estimates by 11% [4] - For fiscal 2026, analysts project an adjusted EPS of $10.11, reflecting a 13.7% year-over-year increase [5] Stock Performance - Jabil's stock price has increased by 40.3% year-to-date and 56.4% over the past 52 weeks, significantly outperforming the S&P 500 Index [2] - The stock also outperformed the Technology Select Sector SPDR Fund, which saw a 23.9% increase year-to-date [3] Analyst Ratings - The consensus rating among analysts is a "Strong Buy," with eight "Strong Buys" and two "Holds" [5] - Barclays analyst Tim Long raised the price target for Jabil from $223 to $267, indicating a potential upside of 32.3% based on the street-high target [6]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to investments with limited upside or potential downside [2] - A safer approach may involve investing in bargain stocks that have recently shown price momentum, utilizing tools like the Zacks Momentum Style Score to identify promising candidates [3] Group 2: Kimball Electronics (KE) Analysis - Kimball Electronics (KE) has shown a price increase of 1.6% over the past four weeks, indicating growing investor interest [4] - Over the past 12 weeks, KE's stock has gained 7.4%, with a beta of 1.26, suggesting it moves 26% more than the market [5] - KE has a Momentum Score of A, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - KE has received upward revisions in earnings estimates, earning a Zacks Rank 1 (Strong Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.48, suggesting it is undervalued as investors pay only 48 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides KE, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Investors might want to bet on Kimball Electronics (KE) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individu ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Insights - Nvidia is set to release its earnings report in one week, which is highly anticipated by investors and analysts [1] - Foxconn has reported strong sales in AI hardware, indicating a growing demand in the sector [1] Company Summary - Nvidia's upcoming earnings report is expected to provide insights into its performance and future outlook, particularly in the AI segment [1] - Foxconn's emphasis on strong AI hardware sales highlights its strategic focus on capitalizing on the increasing demand for AI technologies [1] Industry Summary - The AI hardware market is experiencing significant growth, as evidenced by Foxconn's sales performance, suggesting a robust trend in the industry [1] - Nvidia's earnings will likely reflect broader industry trends and the company's position within the competitive landscape of AI hardware [1]

Core Insights - Foxconn, the world's largest contract electronics manufacturer, reported a 17% increase in third-quarter profit, surpassing market expectations due to strong demand for artificial intelligence-related products [1] Financial Performance - The company's third-quarter profit rose by 17%, indicating robust financial health and effective management in a competitive market [1] Market Demand - The growth in profit is attributed to a significant demand for artificial intelligence products, highlighting a trend in the electronics manufacturing sector towards AI integration [1]

Core Insights - Cloud and networking products, including AI servers, represented 42% of total revenue, making it Foxconn's largest business segment [1] Group 1 - The significant contribution of cloud and networking products to overall revenue highlights the growing importance of this sector within Foxconn's business model [1] - The inclusion of AI servers in the product lineup indicates a strategic focus on emerging technologies and market trends [1] - The dominance of this segment suggests potential for future growth and investment opportunities in the cloud and networking industry [1]