The market expects Jamf Holding (JAMF) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The consensus EPS estimate for the quarter has been revised 6.25% higher over the last 30 days to the current level. This is essent ...

Core Viewpoint - Distribution Solutions Group (DSGR) reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.36 per share, and showing a decline from $0.40 per share a year ago [1] Earnings Performance - The company experienced an earnings surprise of -2.78% for the quarter, and previously, it had an earnings surprise of -13.89% when it reported $0.31 per share against an expectation of $0.36 [1][2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Revenue Insights - Distribution Solutions posted revenues of $502.44 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.77%, and up from $439.54 million year-over-year [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] Stock Performance - Shares of Distribution Solutions have declined approximately 16.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.40 on revenues of $502.1 million, and for the current fiscal year, it is $1.40 on revenues of $1.96 billion [7] Industry Context - The Technology Services industry, to which Distribution Solutions belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Amadeus IT Group SA Unsponsored ADR (AMADY) came out with quarterly earnings of $0.95 per share, missing the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1.04%. A quarter ago, it was expected that this company would post earnings of $0.91 per share when it actually produced earnings of $0.84, delivering a surprise of -7.69%. Over the last four ...

分组1 - Aurora Innovation, Inc. reported a quarterly loss of $0.11 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.12, marking an earnings surprise of +8.33% [1] - Over the last four quarters, Reinvent Technology Partners Y has surpassed consensus EPS estimates only once, with revenues of $1 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.93% [2] - The stock of Reinvent Technology Partners Y has underperformed, losing about 5.2% since the beginning of the year compared to the S&P 500's gain of 8.3% [3] 分组2 - The earnings outlook for Reinvent Technology Partners Y is crucial for investors, as it includes current consensus earnings expectations and recent changes in these expectations [4] - The trend of estimate revisions for Reinvent Technology Partners Y was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance [6] - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $1.59 million, and -$0.47 on revenues of $4.86 million for the current fiscal year [7] 分组3 - The outlook for the Technology Services industry can significantly impact stock performance, with the industry currently ranking in the top 37% of over 250 Zacks industries [8] - Full Truck Alliance Co. Ltd. is expected to report quarterly earnings of $0.16 per share, reflecting a year-over-year change of +23.1%, with revenues anticipated to be $430.79 million, up 13.3% from the previous year [9]

Core Viewpoint - Climb Global Solutions (CLMB) reported strong quarterly earnings, significantly surpassing consensus estimates, indicating positive financial performance despite recent stock underperformance [1][2][3]. Financial Performance - The company achieved quarterly earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $0.90 per share, and up from $0.83 per share a year ago, representing an earnings surprise of +54.44% [1] - Climb Global's revenues for the quarter reached $159.28 million, surpassing the Zacks Consensus Estimate by 40.65%, and increased from $92.08 million year-over-year [2] - Over the last four quarters, the company has exceeded consensus EPS estimates three times and topped revenue estimates three times as well [2] Stock Performance and Outlook - Climb Global shares have declined approximately 20.2% year-to-date, contrasting with the S&P 500's gain of 8.3% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $127.7 million, and for the current fiscal year, it is $5.14 on revenues of $545.94 million [7] - The estimate revisions trend for Climb Global was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Technology Services industry, to which Climb Global belongs, is currently ranked in the top 37% 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]

Skechers introduced a line of kids' sneakers that contain a hidden compartment where parents can slip in an Apple AirTag. Inside the heel of the shoe, a small insert can be lifted to reveal the compartment. Then, parents can track the location of their child — or, at least their child's shoes. These shoes don't come with an AirTag, and they don't appear to be an actual collaboration with Apple, but rather, a third-party product that Skechers has developed on its own. The shoes were announced in mid-July to ...

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Wall Street expects a year-over-year increase in earnings on higher revenues when MediaAlpha, Inc. (MAX) reports results for the qua ...

Company Performance - Bitfarms Ltd. closed at $1.24, down 3.13% from the previous session, underperforming the S&P 500's loss of 0.3% [1] - Over the past month, Bitfarms shares gained 52.35%, significantly outperforming the Business Services sector's gain of 0.16% and the S&P 500's gain of 3.64% [1] Financial Forecast - The upcoming financial results are expected to show an EPS of -$0.01, reflecting an 85.71% increase from the same quarter last year [2] - Revenue is projected at $81.84 million, up 96.97% year-over-year [2] Annual Estimates - For the entire year, the forecast indicates an EPS of -$0.1 and revenue of $328.49 million, representing increases of 28.57% and 70.31% respectively compared to the previous year [3] - Recent adjustments to analyst estimates suggest a positive outlook for Bitfarms, indicating analyst optimism regarding business and profitability [3] Analyst Ratings - The Zacks Rank system, which evaluates estimate changes, currently rates Bitfarms Ltd. as 2 (Buy) [5] - Over the last 30 days, the Zacks Consensus EPS estimate has increased by 31.03% [5] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of all industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: JBT Marel (JBTM) - JBT Marel currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price appreciation, with a 5.17% increase over the past week and a 15.55% increase over the past month, outperforming the Zacks Technology Services industry [5] - Over the last quarter, JBTM shares have risen 35.45%, and over the past year, they have increased by 42.65%, compared to the S&P 500's gains of 15.97% and 18.37% respectively [6] Trading Volume - JBTM's average 20-day trading volume is 448,092 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Recent earnings estimate revisions have been positive, with two estimates moving higher in the last two months, raising the consensus estimate from $5.69 to $5.84 [9] - For the next fiscal year, one estimate has increased while no estimates have been revised downward, indicating a favorable outlook [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, JBT Marel is positioned as a promising investment opportunity [11]

Looking more specifically, GDS Holdings belongs to the Technology Services industry, which includes 122 individual stocks and currently sits at #87 in the Zacks Industry Rank. This group has gained an average of 12.9% so far this year, so GDS is performing better in this area. In contrast, SGS SA falls under the Business - Services industry. Currently, this industry has 26 stocks and is ranked #83. Since the beginning of the year, the industry has moved +15.3%. GDS Holdings and SGS SA could continue their s ...