Core Insights - 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][2] Company Overview: Vimeo, Inc. (VMEO) - Vimeo, Inc. currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3][4] - Over the past week, VMEO shares increased by 0.13%, while the Zacks Technology Services industry declined by 2.09% [6] - In the last quarter, VMEO shares surged by 93.05%, and over the past year, they gained 60.41%, significantly outperforming the S&P 500, which moved 8.19% and 19.01% respectively [7] - The average 20-day trading volume for VMEO is 7,500,423 shares, indicating strong market interest [8] Earnings Outlook - In the past two months, two earnings estimates for VMEO have been revised upwards, increasing the consensus estimate from $0.01 to $0.09 [10] - For the next fiscal year, two estimates have also moved higher, with no downward revisions noted [10] Conclusion - Considering the positive momentum indicators and earnings outlook, VMEO is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher as stocks tend to continue in their established direction [1][2] - Acuity (AYI) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [3][12] Company Performance - AYI shares have increased by 0.58% over the past week, while the Zacks Technology Services industry has declined by 2.09% during the same period [6] - Over the last month, AYI's price change is 4.93%, slightly lower than the industry's performance of 4.96% [6] - In the past quarter, AYI shares have risen by 17.66%, and over the last year, they are up 19.5%, compared to the S&P 500's increases of 8.19% and 19.01%, respectively [7] Trading Volume - AYI's average 20-day trading volume is 341,222 shares, which serves as a baseline for price-to-volume analysis [8] Earnings Outlook - In the last two months, two earnings estimates for AYI have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $19.02 to $19.08 [10] - For the next fiscal year, two estimates have also moved upwards without any downward revisions [10] Conclusion - Given the positive momentum indicators and earnings outlook, AYI is rated as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]

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: AppLovin (APP) - AppLovin currently holds a Momentum Style Score of B, indicating potential for strong performance based on price changes and earnings estimate revisions [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [4] Price Performance - Over the past week, AppLovin shares increased by 3.12%, while the Zacks Technology Services industry declined by 2.09% [6] - In the last month, AppLovin's stock price rose by 36.74%, significantly outperforming the industry's 4.96% [6] - Over the past quarter, shares have surged by 97.4%, and over the last year, they have increased by 405.46%, compared to the S&P 500's gains of 8.19% and 19.01%, respectively [7] Trading Volume - AppLovin's average 20-day trading volume is 11,283,931 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, five earnings estimates for AppLovin have been revised upward, with no downward revisions, leading to an increase in the consensus estimate from $8.40 to $9.12 [10] - For the next fiscal year, six estimates have also moved higher, with no downward revisions during the same period [10] Conclusion - Given the strong performance metrics and positive earnings outlook, AppLovin is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking short-term gains [12]

Core Insights - Arbe Robotics Ltd. (ARBE) is a notable stock within the Business Services group, which consists of 262 companies and is currently ranked 4 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that ARBE has a Zacks Rank of 2 (Buy), with a 15.7% increase in the consensus estimate for its full-year earnings over the past 90 days, reflecting positive analyst sentiment [3] Performance Comparison - Year-to-date, ARBE has returned approximately 4.3%, outperforming the average gain of 1.3% for the Business Services group [4] - In contrast, Experian PLC (EXPGY), another stock in the Business Services sector, has returned 11% since the beginning of the year [4] Industry Context - Arbe Robotics Ltd. is part of the Technology Services industry, which includes 125 stocks and is currently ranked 68 in the Zacks Industry Rank, with an average gain of 45.9% this year, indicating that ARBE is slightly underperforming its industry [5] - Experian PLC belongs to the Business - Information Services industry, which has seen a decline of 20.5% this year and is ranked 155 [6]

Group 1 - Kyndryl Holdings Inc. is identified as one of the most undervalued technology stocks, with analysts highlighting its potential for investment [1] - On October 1, Kyndryl announced advanced agentic AI capabilities aimed at accelerating AI adoption across various industries [1][2] - The enhancements to the Kyndryl Agentic AI Framework focus on scaling real-world AI-native solutions to improve efficiency and deliver measurable business outcomes [2][3] Group 2 - The expanded framework includes advanced capabilities for orchestrating, securing, and scaling technology into agentic AI workflows [2][3] - Kyndryl's agentic ingestion capability analyzes customer details such as code, policies, and business goals to facilitate AI integration [3] - The framework is designed with security in mind, ensuring autonomous, transparent, and compliant operations through guardian concepts [3]

Core Insights - Globant is identified as one of the most undervalued technology stocks, with a recent multi-year Strategic Collaboration Agreement with Amazon Web Services aimed at enhancing cloud migration and GenAI adoption [1][2]. Group 1: Strategic Collaboration Agreement - The Strategic Collaboration Agreement (SCA) with AWS is intended to provide global clients with improved support for cloud migrations and the acceleration of GenAI adoption [2]. - The partnership will focus on various industries, including Media & Entertainment, Gaming, Banking & Financial Services, Travel & Hospitality, and Automotive [2][3]. - This collaboration aims to modernize business operations, enhance customer experiences, and leverage GenAI capabilities [3]. Group 2: Company Services - Globant offers a diverse range of technology services, including AI Studios Network, Digital Evolution Network, and Enterprise Network, aimed at connecting brands with end consumers [4].

Core Insights - IBM's collaboration with Vanguard highlights the potential of quantum computing in optimizing financial portfolios, indicating a significant shift in asset management practices [1][2][3] Group 1: Quantum Computing Applications - The study conducted by IBM and Vanguard demonstrates that quantum-classical hybrid workflows can compete with and sometimes exceed traditional methods for solving large-scale optimization problems [2] - The research focuses on portfolio optimization, showcasing how quantum computing can enhance the construction of financial portfolios and improve investor returns [2][4] Group 2: Industry Impact - Executives from IBM and Vanguard believe that the integration of quantum and classical computing technologies could disrupt traditional financial services significantly [3] - The experiment successfully replicated real-world conditions, allowing for the detection of correlations and interactions among bonds in a portfolio, which is crucial for effective portfolio management [5] Group 3: Future Potential - The study began with a 30-bond portfolio and demonstrated the capability to expand to a 109-bond portfolio using quantum computing, illustrating the technology's scalability [5] - Vanguard's CTO expressed optimism about quadrupling the portfolio size within the next 18 months, indicating ongoing advancements in quantum computing capabilities [6]

Core Viewpoint - Parsons Corporation is set to release its third quarter 2025 financial results on November 5, 2025, before market opening, followed by a conference call to discuss earnings and strategic initiatives [1]. Group 1: Financial Results Announcement - The company will announce its third quarter 2025 financial results before the markets open on November 5, 2025 [1]. - A conference call is scheduled for 8:00 a.m. Eastern Time on the same day to discuss the earnings results and corporate strategies [1]. Group 2: Access to Conference Call - Access to the live conference call will be available through the Investor Relations section of the company's website [2]. - Participants can register for telephone access via the Investor Relations website [2]. - A replay of the conference call will be available approximately two hours after the event and will remain accessible for one year [2]. Group 3: Company Overview - Parsons Corporation is recognized as a leading disruptive technology provider in national security and global infrastructure markets [3]. - The company has capabilities in various sectors including cyber and electronic warfare, space and missile defense, transportation, water and environment, urban development, and critical infrastructure protection [3].

Core Insights - Investors are comparing Jacobs Solutions (J) and Amadeus IT Group SA Unsponsored ADR (AMADY) to determine which stock offers better value [1] Valuation Metrics - Jacobs Solutions has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision compared to Amadeus IT Group SA, which has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for Jacobs Solutions is 21.86, while Amadeus IT Group SA has a forward P/E of 22.20 [5] - Jacobs Solutions has a PEG ratio of 1.80, significantly lower than Amadeus IT Group SA's PEG ratio of 3.65, suggesting better value relative to expected earnings growth [5] - The P/B ratio for Jacobs Solutions is 4.76, compared to Amadeus IT Group SA's P/B of 6.21, indicating a more favorable market value to book value ratio for Jacobs Solutions [6] - Based on various valuation metrics, Jacobs Solutions holds a Value grade of B, while Amadeus IT Group SA has a Value grade of D, making Jacobs Solutions the more attractive option for value investors [6]

Company Performance - Jacobs Solutions has seen a strong performance with a stock increase of 6.4% over the past month and a new 52-week high of $153.38 [1] - Year-to-date, Jacobs Solutions has gained 14.1%, outperforming the Zacks Business Services sector's 1.5% and the Zacks Technology Services industry's 46% [1] Earnings and Revenue - The company has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in the last four quarters [2] - In the latest earnings report on August 5, 2025, Jacobs Solutions reported EPS of $1.62, exceeding the consensus estimate of $1.56, but missed the revenue estimate by 1.07% [2] - For the current fiscal year, Jacobs Solutions is expected to post earnings of $6.97 per share on revenues of $12.01 billion, with a year-over-year change of 15.27% [3] - For the next fiscal year, earnings are projected to be $7.81 per share on revenues of $12.98 billion, representing an 8.05% year-over-year change [3] Valuation Metrics - Jacobs Solutions has a Value Score of B, a Growth Score of B, and a Momentum Score of F, resulting in a combined VGM Score of B [6] - The stock trades at 21.9X current fiscal year EPS estimates, slightly below the peer industry average of 22.1X [7] - On a trailing cash flow basis, the stock trades at 19.5X compared to the peer group's average of 11.3X, with a PEG ratio of 1.8 [7] Zacks Rank - Jacobs Solutions holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [8] - The recommendation is for investors to select stocks with Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for further gains [8] Industry Comparison - The Technology Services industry is positioned in the top 26% of all industries, suggesting favorable conditions for Jacobs Solutions and its peers [11] - Cricut, Inc. is highlighted as a strong competitor with a Zacks Rank of 2 (Buy) and solid earnings expectations [9][10]