Core Insights - Jacobs Solutions Inc. has been appointed as the program manager for a significant pediatric hospital project in Dallas, TX, which is a joint venture between Children's Health and the University of Texas Southwestern Medical Center [1][10] - The project is expected to enhance Jacobs' healthcare infrastructure portfolio and positively impact its stock performance, with shares gaining 1.3% recently [1][11] Project Overview - The new facility will add operating rooms and increase patient capacity by 38%, featuring Dallas' largest Level IV Neonatal Intensive Care Unit [2] - The construction will cover 4.5 million square feet and include almost 20 acres of green space, with amenities such as a park, walking trails, and an open plaza [3] Importance of Healthcare Infrastructure - Jacobs' role as program manager is vital for creating a state-of-the-art facility that will serve the growing healthcare needs of the Dallas-Fort Worth region [4][5] - The project exemplifies Jacobs' commitment to healthcare and life sciences infrastructure, with similar expertise applied to other significant projects globally, including a $1 billion oncology product facility for Merck in Delaware [6] Financial Performance and Growth - Jacobs' backlog increased by 14% year over year to $22.69 billion, supported by strong project wins, with a book-to-bill ratio of 1.2x over the trailing 12 months [8][10] - The company's stock has gained 13% year to date, reflecting its resilience amid global market uncertainties and strong trends in infrastructure modernization and energy transition [11]

Core Insights - VerifyMe, Inc. reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.06, representing an earnings surprise of +66.67% [1] - The company posted revenues of $4.52 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.61%, but down from $5.35 million year-over-year [2] - VerifyMe shares have declined approximately 38% year-to-date, contrasting with the S&P 500's gain of 9.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $4.89 million, and for the current fiscal year, it is -$0.17 on revenues of $20.52 million [7] - The estimate revisions trend for VerifyMe was mixed ahead of 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 Technology Services industry, to which VerifyMe belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Full Truck Alliance Co. Ltd., another company in the same industry, is expected to report quarterly earnings of $0.16 per share, reflecting a year-over-year increase of +23.1% [9]

Group 1 - Alithya Group reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +25.00% [1] - The company posted revenues of $89.73 million for the quarter ended June 2025, which was slightly below the Zacks Consensus Estimate by 0.76%, but an increase from $88.35 million year-over-year [2] - Alithya has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] Group 2 - The stock has increased approximately 78.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.6% [3] - The future performance of Alithya's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $89.97 million, and for the current fiscal year, it is $0.20 on revenues of $367.9 million [7] Group 3 - The Zacks Industry Rank indicates that the Technology Services sector is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Alithya currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6]

Core Insights - Tencent reported a 15% increase in second-quarter revenue, driven by strong performance in its gaming unit and AI investments [1] - The company achieved double-digit revenue and non-IFRS operating profit growth year-on-year, highlighting the positive impact of AI utilization [1] Financial Performance - Revenue for the second quarter of 2025 reached 184.504 billion Chinese yuan (approximately $25.7 billion), compared to 161.117 billion Chinese yuan in the same period last year [3] - Operating profit was reported at 63.052 billion yuan, an increase from 57.313 billion yuan in the previous year [3]

Carlyle is close to selling HSO to Bain Capital in a deal valuing the Dutch technology services company at about $1 billion https://t.co/ZQcl0ZqOqr ...

Company Performance - Knightscope, Inc. reported a quarterly loss of $0.9 per share, which was better than the Zacks Consensus Estimate of a loss of $1.09, and an improvement from a loss of $2.5 per share a year ago, resulting in an earnings surprise of +17.43% [1] - The company posted revenues of $2.75 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.52%, and down from $3.2 million in the same quarter last year [2] - Over the last four quarters, Knightscope has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Knightscope shares have declined approximately 54.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.08 on revenues of $2.98 million, and for the current fiscal year, it is -$4.38 on revenues of $12.17 million [7] Industry Outlook - The Technology Services industry, to which Knightscope 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 impact Knightscope's stock performance [5]

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]