分组1 - Fathom Holdings reported a quarterly loss of $0.1 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.03, marking an earnings surprise of -233.33% [1] - The company posted revenues of $121.42 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.52%, and showing a year-over-year increase from $89.21 million [2] - Over the last four quarters, Fathom Holdings has surpassed consensus revenue estimates three times, but has only exceeded EPS estimates once [2] 分组2 - The stock has underperformed, losing about 11.1% since the beginning of the year, while the S&P 500 has gained 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $119.87 million, and for the current fiscal year, it is -$0.33 on revenues of $435.1 million [7] - The Zacks Industry Rank indicates that the Technology Services sector is in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - Bitfarms Ltd. reported a quarterly loss of $0.02 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.01, but an improvement from a loss of $0.07 per share a year ago [1] - The company posted revenues of $77.8 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 4.73%, but showing significant growth from $41.55 million year-over-year [2] - Bitfarms shares have declined approximately 17.5% year-to-date, contrasting with the S&P 500's gain of 8.4% [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 current consensus EPS estimate for the next quarter is -$0.01 on revenues of $88.44 million, and for the current fiscal year, it is -$0.10 on revenues of $330.72 million [7] Industry Context - The Technology Services industry, to which Bitfarms belongs, is currently ranked in the top 39% 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 or through tools like the Zacks Rank [5][6]

Core Insights - Gorilla Technology Group Inc. is scheduled to report its first-half 2025 results on August 14, 2025, before the market opens [1] - The company has shown significant growth in its first quarter of 2025, with adjusted earnings of 23 cents per share and revenues of $18.3 million, reflecting a year-over-year increase of over 109% [2][8] - The full-year 2025 earnings estimate is projected at 97 cents per share, indicating a 115.8% year-over-year improvement, while revenues are expected to reach $100.01 million, a 33.9% increase from the previous year [4] Financial Performance - The Zacks Consensus Estimate for second-quarter 2025 earnings is currently at 13 cents per share on revenues of $19 million, with one downward revision noted in the past 60 days [2][3] - The company has a $5.6 billion active global pipeline covering 87 projects and plans to secure $1.3 billion in long-term contracts by mid-2026 [17] - Gorilla Technology's stock has declined 6.8% year-to-date, contrasting with the industry's growth of 19.1% [12] Growth Drivers - The company is expected to benefit from growing demand for AI-driven security and edge computing solutions, with strong sales growth anticipated in regions such as MENA, Asia, South America, and the U.K. [9][10] - A partnership with Hewlett Packard Enterprise is expected to enhance market credibility and speed-to-market for critical infrastructure projects [18] - Key initiatives include a nationwide smart education rollout in Thailand and the upcoming "ONE AMAZON" environmental initiative, which is expected to contribute to revenues in Q4 2025 [18] Valuation - Gorilla Technology's current valuation is considered attractive, trading at 2.92X forward 12-month sales, below the industry average of 3.21X [15] - The stock is trading below the Wall Street average price target of $31 per share, indicating a potential upside of 84.2% from current levels [19]

Group 1 - Adeia (ADEA) has gained about 0.6% year-to-date, outperforming the average return of -1.2% for the Business Services sector [4] - Adeia is currently ranked 1 (Strong Buy) in the Zacks Rank, indicating strong analyst sentiment and an improving earnings outlook, with a 5.4% increase in the consensus estimate for full-year earnings over the past quarter [3] - Adeia belongs to the Technology Services industry, which has an average gain of 18.8% this year, indicating that ADEA is slightly underperforming its industry [6] Group 2 - The Business Services sector consists of 255 individual stocks and is ranked 5 in the Zacks Sector Rank, which measures the strength of sector groups based on the average Zacks Rank of individual stocks [2] - Alithya Group (ALYAF) is another stock in the Business Services sector that has significantly outperformed, with a year-to-date increase of 72.3% and a consensus EPS estimate increase of 8.9% over the past three months, also holding a Zacks Rank of 1 (Strong Buy) [4][5] - Investors interested in Business Services stocks should monitor both Adeia and Alithya Group for their continued solid performance [7]

Core Viewpoint - Duolingo's stock has underperformed recently, with a -9.5% return over the past month, contrasting with the S&P 500's +2% and the Technology Services industry's +11.6% [1] Earnings Estimate Revisions - The current quarter's earnings estimate for Duolingo is $0.72 per share, reflecting a +46.9% change year-over-year, with a +4% revision in the last 30 days [4] - For the current fiscal year, the consensus earnings estimate is $3.12, indicating a +66% change from the previous year, with a +7.7% revision over the last month [4] - The next fiscal year's consensus earnings estimate is $4.43, showing a +42% change from the prior year, with a +5% revision in the past month [5] - Duolingo holds a Zacks Rank 3 (Hold), indicating a neutral outlook based on earnings estimate revisions [6] Projected Revenue Growth - The consensus sales estimate for the current quarter is $260.56 million, representing a +35.3% year-over-year change [10] - For the current fiscal year, the revenue estimate is $1.02 billion, indicating a +36.3% change, while the next fiscal year's estimate is $1.28 billion, reflecting a +25.8% change [10] Last Reported Results and Surprise History - In the last reported quarter, Duolingo achieved revenues of $252.26 million, a +41.5% year-over-year increase, and an EPS of $0.91 compared to $0.51 a year ago [11] - The reported revenues exceeded the Zacks Consensus Estimate of $240.54 million by +4.87%, and the EPS surpassed estimates by +65.45% [11] - Over the last four quarters, Duolingo has surpassed consensus EPS estimates three times and revenue estimates each time [12] Valuation - Duolingo is graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]

Group 1 - DXC Technology is supporting the digital transformation of Northeast Grocery, leading to over $40 million in savings over five years [1][3] - The collaboration aims to create operational efficiencies by consolidating IT infrastructures and optimizing operations, including the integration of generative AI [3][4] - Northeast Grocery operates nearly 300 stores and employs over 30,000 associates, ranking No. 46 on Progressive Grocer's 2025 list of top food retailers in North America [8] Group 2 - The modernization efforts include updating the mainframe system to a zLinux environment, increasing compute capacity and enabling future growth [4][5] - DXC's comprehensive support encompasses software engineering, IT operations managed services, and workplace collaboration [4][5] - The partnership focuses on maximizing technology investments, enhancing customer experience, and preparing for next-generation technologies [5][6]

天眼查App显示，近日，宜兴悦净技术有限公司成立，法定代表人为孙望德，注册资本10万人民币，经 营范围为许可项目：建设工程施工；建设工程设计（依法须经批准的项目，经相关部门批准后方可开展 经营活动，具体经营项目以审批结果为准）一般项目：技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；环境保护专用设备制造；气体、液体分离及纯净设备制造；玻璃纤维增强塑料制品 销售；塑料制品销售；消防器材销售；第一类医疗器械销售；第二类医疗器械销售；电线、电缆经营； 生态环境材料销售；仪器仪表销售；防腐材料销售；化工产品销售（不含许可类化工产品）；合成材料 销售；新材料技术研发；信息技术咨询服务；工程管理服务；普通机械设备安装服务（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - Richtech (RR) reported a quarterly loss of $0.04 per share, matching the Zacks Consensus Estimate, compared to a loss of $0.02 per share a year ago [1] - The company's revenues for the quarter ended June 2025 were $1.18 million, missing the Zacks Consensus Estimate by 17.11% and down from $1.44 million year-over-year [2] - Richtech shares have declined approximately 32.2% year-to-date, contrasting with the S&P 500's gain of 8.6% [3] Financial Performance - The company has consistently failed to meet consensus EPS estimates over the last four quarters [1] - Richtech's revenue performance has also not surpassed consensus estimates in the same timeframe [2] - Current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $1.64 million, and for the current fiscal year, it is -$0.15 on revenues of $5.49 million [7] Market Outlook - The sustainability of Richtech's stock price movement will largely depend on management's commentary during the earnings call [3] - The estimate revisions trend for Richtech 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] - The Technology Services industry, to which Richtech belongs, is currently in the top 37% of Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - MeridianLink (MLNK) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and up from $0.04 per share a year ago [1][2] - The company achieved revenues of $84.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.62% and increasing from $78.68 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +44.44%, following a previous quarter where the company reported earnings of $0.09 against an expectation of $0.11, resulting in a surprise of -18.18% [2] - Over the last four quarters, MeridianLink has surpassed consensus EPS estimates two times [2] Revenue Insights - MeridianLink has topped consensus revenue estimates four times over the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $83.25 million, and for the current fiscal year, it is $0.35 on revenues of $329.49 million [8] Market Performance - MeridianLink shares have declined approximately 23.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Technology Services industry, to which MeridianLink belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Company Performance - Microvast Holdings, Inc. reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, compared to a loss of $0.21 per share a year ago, representing an earnings surprise of +400.00% [1] - The company posted revenues of $91.34 million for the quarter ended June 2025, which missed the Zacks Consensus Estimate by 13.36%, compared to year-ago revenues of $83.68 million [2] - Over the last four quarters, Microvast has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance - Microvast shares have increased approximately 39.6% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $116.69 million, and for the current fiscal year, it is $0.13 on revenues of $466.69 million [7] Industry Outlook - The Technology Services industry, to which Microvast belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]