Core Viewpoint - MediaAlpha, Inc. reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing significant growth from $0.07 per share a year ago, indicating a positive earnings surprise of +6.25% [1] Financial Performance - The company achieved revenues of $251.62 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.24%, and reflecting a year-over-year increase from $178.27 million [2] - Over the last four quarters, MediaAlpha has exceeded consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - MediaAlpha shares have declined approximately 10.2% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - 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] Earnings Estimate Revisions - The trend for earnings estimate revisions for MediaAlpha was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $260.41 million, and for the current fiscal year, it is $0.54 on revenues of $1.05 billion [7] Industry Context - The Technology Services industry, to which MediaAlpha belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook as the top 50% of Zacks-ranked industries tend to outperform the bottom 50% by more than 2 to 1 [8]

Company Overview - Coherent (COHR) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.93, reflecting a +52.5% change, and revenues of $1.51 billion, up 15.2% from the previous year [3][12] - The company has a positive Earnings ESP of +4.91%, indicating analysts have recently become bullish on its earnings prospects [12] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 13, and the stock may move higher if the actual results exceed expectations [2] - The consensus EPS estimate has been revised 5.54% higher over the last 30 days, reflecting a reassessment by covering analysts [4] Historical Performance - Coherent has a strong earnings surprise history, having beaten consensus EPS estimates in the last four quarters, including a +5.81% surprise in the most recent quarter [13][14] Industry Comparison - Bitfarms Ltd. (BITF), another player in the Zacks Technology Services industry, is expected to report a loss per share of $0.01, with revenues projected at $81.67 million, up 96.6% year-over-year [18] - Bitfarms has an Earnings ESP of +25% and a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [19]

According to our latest data, DGXX has moved about 105.3% on a year-to-date basis. Meanwhile, the Business Services sector has returned an average of -1.3% on a year-to-date basis. This means that Digi Power X Inc. is outperforming the sector as a whole this year. The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Digi Power X Inc. (DGXX) is a stock that can certainly grab the attention of many investors, but do it ...

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. DAVE INC shares have added about 174.8% since the beginning of the year versus the S&P 500's gain of 7.1%. What's Next for DAVE INC? While DAVE INC has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Dave Inc. (DAVE) came out with quarterly ear ...

Group 1 - Inspired Entertainment reported a quarterly loss of $0.19 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.02, marking an earnings surprise of -850.00% [1] - The company posted revenues of $80.3 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.88% and showing an increase from $75.6 million year-over-year [2] - The stock has underperformed the market, losing about 2.5% since the beginning of the year compared to the S&P 500's gain of 7.1% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $84.52 million, and for the current fiscal year, it is $0.65 on revenues of $300.62 million [7] - The Zacks Industry Rank places Technology Services in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Parsons (PSN) reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, but down from $0.84 per share a year ago, indicating a +5.41% earnings surprise [1][2] Financial Performance - The company posted revenues of $1.58 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.34% and down from $1.67 billion year-over-year [2] - Over the last four quarters, Parsons has surpassed consensus EPS estimates three times but has only topped revenue estimates once [2] Stock Performance - Parsons shares have declined approximately 16.5% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.81 on revenues of $1.69 billion, and for the current fiscal year, it is $3.16 on revenues of $6.6 billion [7] - The trend of estimate revisions for Parsons was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Technology Services industry, to which Parsons belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Industry Overview - The Technology Services industry ranks within the top 40% of Zacks Ranked Industries and is expected to outperform the market over the next three to six months [1][8] - The industry is mature with strong demand for services, leading to significant growth in the first half of 2025, which is likely to continue in the second half [1][3] Market Trends - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and artificial intelligence (AI) [3] - Companies are rapidly adopting generative AI, machine learning (ML), and data science to gain competitive advantages [3][4] - There is robust demand for multi-cloud-enabled software solutions as businesses transition from legacy platforms to modern cloud-based infrastructure [3] Company Highlights Coherent Corp. (COHR) - Coherent is positioned in the industrial, communications, electronics, and instrumentation markets, offering diversified applications [7] - Expected revenue and earnings growth rates for the current year are 11.5% and 29.3%, respectively, with a 4.1% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [9] Vimeo Inc. (VMEO) - Vimeo provides cloud-based video software solutions, including video hosting, management, and analytics [10][11] - Expected revenue and earnings growth rates for the next year are 6.2% and over 100%, respectively, with no change in the Zacks Consensus Estimate for next-year earnings over the last 60 days [12] Skillsoft Corp. (SKIL) - Skillsoft offers personalized learning experiences and operates in two segments: Talent Development Solutions and Global Knowledge [13][14] - Expected revenue and earnings growth rates for the current year are 1.2% and -157%, respectively, with a 54.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [15] Vontier Corp. (VNT) - Vontier focuses on transportation and mobility solutions, operating through three segments: Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions [16] - Expected revenue and earnings growth rates for the current year are 0.1% and 9%, respectively, with a 2.9% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [17] SPX Technologies Inc. (SPXC) - SPX Technologies is a diversified supplier in the HVAC and detection and measurement markets, operating in two segments [18] - Expected revenue and earnings growth rates for the current year are 12.7% and 17%, respectively, with a 3.2% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [19]

Q2'25 Financial Performance - Trimble's Q2'25 as-adjusted revenue reached $876 million, reflecting a 9% organic growth compared to Q2'24[17] - The company's ARR (Annual Recurring Revenue) stood at $2,210 million, demonstrating a 14% organic increase year-over-year[13, 17] - Non-GAAP Gross Margin improved to 706%, a 210 bps increase from 685% in Q2'24[17] - Non-GAAP Operating Income Margin also saw a 210 bps rise, reaching 254% compared to 233% in the previous year[17] - Adjusted EBITDA Margin expanded by 170 bps to 274% from 257% in Q2'24[17] Segment Performance - AECO (Architects, Engineers, Construction, Owners) segment revenue was $350 million, with a 16% organic growth[23] and ARR of $1,360 million, also up by 16% organically[23] - Field Systems segment revenue reached $393 million, showing a 3% organic increase[26], and ARR grew by 17% organically to $358 million[26] - Transportation & Logistics (T&L) segment revenue was $133 million, reflecting an 8% organic growth[30], with ARR at $492 million, also up by 8% organically[30] FY'25 Outlook - The company updated its FY'25 revenue guidance to $346 to $354 billion, an increase of $100 million at the midpoint[34] - Organic revenue growth for FY'25 is projected to be between 6% and 9%[34]

Core Insights - Trimble Inc. reported record annualized recurring revenue of $2.21 billion for Q2 2025, exceeding expectations on both revenue and earnings, indicating strong business momentum and validation of its Connect & Scale strategy [2][9] - The company raised its full-year 2025 revenue guidance to a range of $3,480 million to $3,560 million, reflecting positive performance in the first half of the year [3][9] Financial Performance - Q2 2025 revenue was $875.7 million, a 1% increase year-over-year and an 8% increase on an organic basis [9] - GAAP operating income for Q2 2025 was $127.8 million, representing 14.6% of revenue, while non-GAAP operating income was $222.6 million, or 25.4% of revenue [9] - GAAP net income was $89.2 million, with diluted earnings per share (EPS) of $0.37; non-GAAP net income was $169.4 million, with non-GAAP diluted EPS of $0.71 [9] Guidance and Expectations - For Q3 2025, Trimble expects revenue between $850 million and $890 million, with GAAP EPS projected at $0.34 to $0.43 and non-GAAP EPS at $0.67 to $0.75 [4] - The full-year 2025 guidance assumes a tax rate of 21.0% for GAAP and 17.4% for non-GAAP, with approximately 242 million shares outstanding [3][4] Segment Performance - The company reported segment revenues of $350.3 million for AECO, $392.7 million for Field Systems, and $132.7 million for T&L in Q2 2025 [15] - Operating income percentages for segments were 30.4% for AECO, 30.8% for Field Systems, and 21.6% for T&L [15] Cash Flow and Capital Management - Trimble generated $102.1 million in net cash from operating activities in the first half of 2025, with free cash flow of $89.6 million [14][28] - The company repurchased $50 million of its common stock in Q2 2025, totaling $677.4 million year-to-date [9]

Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this cloud-based marketing technology company would post earnings of $0.12 per share when it actually produced earnings of $0.07, delivering a surprise of -41.67%. Over the last four quarters, the company has not been able to surpass consensu ...