Core Insights - Carrier Global (CARR) is set to report its second-quarter 2025 results on July 29, with earnings estimated at 91 cents per share, reflecting a year-over-year increase of 4.60% [1] - Revenue estimates for the same quarter are projected at $6.06 billion, indicating a decline of 9.4% year-over-year [1] Group 1: Performance Expectations - Carrier Global has consistently surpassed the Zacks Consensus Estimate in the last four quarters, with an average surprise of 5.69% [2] - Strong momentum in Heating, Ventilating and Air Conditioning (HVAC) and aftermarket services is expected to drive revenue growth in Q2 [3] - Rising demand for heating and cooling systems in residential and commercial applications is likely to support performance in the HVAC segment [3] Group 2: Growth Drivers - The integration of Viessmann Climate Solutions is anticipated to enhance heat pump volumes and expand sustainable energy solutions [4] - Growth in the Americas is projected in the mid-teens range for Q2, attributed to favorable market conditions and capacity additions [4] - Aftermarket services, which include repair, maintenance, and replacement, have been experiencing double-digit growth and are expected to continue this trend [5] Group 3: Market Dynamics - Increased demand for data centers, driven by AI-related heat loads, is likely to support commercial HVAC upgrades [6] - However, challenges such as softness in light commercial markets and macroeconomic pressures in the Asia-Pacific region are expected to pose headwinds [6] Group 4: Earnings Outlook - According to the Zacks model, Carrier Global has an Earnings ESP of +0.76% and a Zacks Rank of 3, indicating a favorable outlook for an earnings beat [7] - The combination of positive earnings expectations and strong demand in HVAC and aftermarket services is likely to drive Q2 revenue growth [8]

Company Overview - JBT Marel is part of the Business Services group, which consists of 258 companies and currently ranks 7 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Performance Analysis - Year-to-date, JBT Marel has increased by approximately 6.6%, outperforming the average gain of 2.1% for Business Services stocks [4] - In comparison, Mirion Technologies, Inc. has shown a significant return of 24.6% since the beginning of the year [4] Earnings Estimates - The Zacks Consensus Estimate for JBT Marel's full-year earnings has risen by 1% over the past quarter, reflecting improved analyst sentiment [3] - In contrast, Mirion Technologies, Inc. has seen a 12.5% increase in its consensus EPS estimate over the last three months [5] Industry Context - JBT Marel operates within the Technology Services industry, which includes 122 companies and currently ranks 85 in the Zacks Industry Rank [6] - Stocks in the Technology Services industry have gained about 12.3% year-to-date, indicating that JBT Marel is slightly underperforming its industry [6] Future Outlook - Investors are encouraged to monitor JBT Marel and Mirion Technologies, Inc. for potential continued strong performance in the Business Services sector [7]

In the latest trading session, Bit Digital, Inc. (BTBT) closed at $3.23, marking a -3.87% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.07% for the day. At the same time, the Dow lost 0.7%, and the tech-heavy Nasdaq gained 0.18%. Shares of the company have appreciated by 42.98% over the course of the past month, outperforming the Business Services sector's gain of 1.45%, and the S&P 500's gain of 5.71%.Analysts and investors alike will be keeping a close eye o ...

Company Performance - Coursera reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.09 per share a year ago, representing an earnings surprise of +33.33% [1] - The company posted revenues of $187.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.38%, and up from $170.34 million year-over-year [2] - Over the last four quarters, Coursera has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - The stock has gained approximately 5.4% since the beginning of the year, while the S&P 500 has increased by 8.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $182.09 million, and for the current fiscal year, it is $0.35 on revenues of $726.86 million [7] - The favorable trend in estimate revisions prior to the earnings release has resulted in a Zacks Rank 2 (Buy) for Coursera, indicating expected outperformance in the near future [6] Industry Context - The Technology Services industry, to which Coursera belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Another company in the same industry, Bitfarms Ltd., is expected to report a quarterly loss of $0.01 per share, with a significant year-over-year revenue increase of 97% to $81.84 million [9]

Company Overview - Aramark (ARMK) is part of the Business Services group, which consists of 258 companies and currently ranks 5 within the Zacks Sector Rank [2] - The Zacks Rank system focuses on earnings estimates and revisions to identify stocks with improving earnings outlooks, with Aramark holding a Zacks Rank of 2 (Buy) [3] Performance Metrics - Year-to-date, Aramark has gained approximately 18.3%, significantly outperforming the average gain of 2.2% for the Business Services group [4] - The consensus estimate for Aramark's full-year earnings has increased by 1% over the past 90 days, indicating improved analyst sentiment [3] Industry Comparison - Aramark belongs to the Business - Services industry, which includes 26 individual stocks and currently ranks 90 in the Zacks Industry Rank, with an average gain of 16.7% this year [5] - Another outperforming stock in the Business Services sector is Cipher Mining Inc. (CIFR), which has returned 44% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][5]

Company Performance - Alithya Group (ALYAF) shares have increased by 4.4% over the past month, reaching a new 52-week high of $1.91, and have gained 82.6% since the start of the year, outperforming the Zacks Business Services sector (2.2%) and the Zacks Technology Services industry (13.3%) [1] - The company has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in each of the last four quarters, with the latest EPS reported at $0.08 against a consensus estimate of $0.03 [2] - For the current fiscal year, Alithya is expected to post earnings of $0.21 per share on revenues of $363.01 million, reflecting no change in EPS and a 6.73% increase in revenues. For the next fiscal year, earnings are projected to be $0.28 per share on revenues of $381.28 million, indicating a year-over-year change of 33.33% in EPS and 5.03% in revenues [3] Valuation Metrics - Alithya has a Value Score of A, a Growth Score of A, and a Momentum Score of D, resulting in a combined VGM Score of A, indicating strong value potential [6] - The stock trades at 9.1X current fiscal year EPS estimates, significantly lower than the peer industry average of 21.3X. On a trailing cash flow basis, it trades at 4.3X compared to the peer group's average of 12.9X, with a PEG ratio of 0.65, positioning it favorably for value investors [7] Zacks Rank - Alithya currently holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, making it a suitable choice for investors looking for stocks with strong potential [8] Industry Comparison - The Technology Services industry is performing well, ranking in the top 34% of all industries, providing favorable conditions for both Alithya and its peer, Coherent Corp. (COHR), which has a Zacks Rank of 1 (Strong Buy) [9][11]

Group 1: Cipher Mining Inc. (CIFR) - Cipher Mining Inc. shares increased by 11% to $6.94 in the last trading session, with a notable trading volume and a total gain of 77.1% over the past four weeks [1] - The company benefits from low-cost power, efficient mining rigs, and strategic data center development [1] - The consensus EPS estimate for the upcoming quarterly report is a loss of $0.12 per share, reflecting a year-over-year change of -140%, while revenues are expected to be $48.37 million, up 31.4% from the previous year [2] Group 2: Earnings Estimates and Stock Performance - The consensus EPS estimate for Cipher Mining has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting positive sentiment among analysts [3] - In comparison, Cricut, Inc. from the same industry has a Zacks Rank of 3 (Hold) and is experiencing a decline in stock performance, with a -19.3% return over the past month [3][4]

Core Insights - JBT Marel (JBTM) and Symbotic Inc. (SYM) are both considered by investors in the Technology Services sector, but JBTM is currently viewed as a better value investment option [1][7] Valuation Metrics - JBTM has a forward P/E ratio of 23.09, while SYM has a significantly higher forward P/E of 216.67 [5] - The PEG ratio for JBTM is 2.08, indicating a more favorable valuation compared to SYM's PEG ratio of 7.22 [5] - JBTM's P/B ratio stands at 1.66, contrasting sharply with SYM's P/B ratio of 69.01, suggesting that JBTM is more undervalued relative to its book value [6] Earnings Outlook - Both companies have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3][7] - Despite the positive earnings outlook for both companies, JBTM's valuation metrics suggest it is the superior value option at this time [7]

Company Overview - PagSeguro Digital Ltd. is part of the Business Services group, which consists of 258 companies and currently ranks 4 in the Zacks Sector Rank [2] - The company operates within the Financial Transaction Services industry, which includes 35 companies and is ranked 161 in the Zacks Industry Rank [6] Performance Metrics - Year-to-date, PagSeguro Digital Ltd. has returned approximately 27%, significantly outperforming the average gain of 1.6% in the Business Services group [4] - The Zacks Consensus Estimate for PagSeguro's full-year earnings has increased by 1.9% over the past quarter, indicating improved analyst sentiment [4] Comparative Analysis - Another company in the Business Services sector, QXO, Inc., has shown a year-to-date increase of 39.9% and has a consensus EPS estimate that has risen by 411.1% over the last three months [5] - The Financial Transaction Services industry, where PagSeguro operates, has gained an average of 4.3% this year, indicating that PagSeguro is performing better than its industry peers [6]

Financial Data and Key Metrics Changes - Revenues grew 2.6% sequentially and 3.8% year on year in constant currency terms [4][10] - Operating margin was 20.8%, down 20 basis points quarter on quarter and 30 basis points year on year [12][14] - Free cash flow was $884 million, representing 109% of net profit, marking the fifth consecutive quarter of free cash flow exceeding 100% of net profit [13][14] - EPS in rupee terms grew by 8.6% and in dollar terms grew by 5.8% year on year [12][14] Business Line Data and Key Metrics Changes - Large deals totaled $3.8 billion, with 55% being net new [14] - Manufacturing grew in double digits, while financial services saw good momentum in the U.S. [11][17] - The company signed nine deals in communication, six in URS, five in manufacturing, four in financial services, and two each in high-tech and retail [15] Market Data and Key Metrics Changes - North America grew 2.9% sequentially in constant currency, while Europe grew 12.3%, over three times the company average [12][15] - The company is positioned as a leader in Gartner's first generative AI consulting and implementer services quadrant [7] Company Strategy and Development Direction - The company revised its growth guidance for FY 2026 from 0% to 3% to 1% to 3% in constant currency terms, maintaining margin guidance at 20% to 22% [7][24] - Focus on enterprise AI and vendor consolidation as key growth drivers [4][20] - Investment in industry, cloud, energy transition, and AI-driven operational efficiency is expected to drive growth [20] Management's Comments on Operating Environment and Future Outlook - The management noted that clients remain cautious in discretionary spending, leading to delayed decision-making [16][21] - The geopolitical situation and tariff uncertainties continue to impact client behavior [16][17] - Near-term visibility remains good, with expectations for stronger performance in the first half compared to the second half of the year [16][24] Other Important Information - The company has built 300 AI agents across business operations and IT areas, enhancing operational efficiency for clients [4][5] - The effective tax rate for the quarter was 28.9%, with an expected range of 29% to 30% for the financial year [16] Q&A Session Summary Question: Organic growth momentum and guidance - The management explained that the guidance reflects heightened uncertainty in the environment, despite strong Q1 performance [27][29] Question: AI impact on margins and pricing - The management indicated that productivity gains from enterprise AI are shared with clients, and they are proactively engaging clients on these benefits [31][32] Question: Vendor consolidation and competition - The management noted that they are benefiting from vendor consolidation, as clients seek strong delivery and AI solutions [34][52] Question: Europe performance sustainability - The management expressed confidence in the growth opportunities in Europe, driven by large deals and outsourcing trends [44][47] Question: Discretionary spending outlook - The management stated that clients are currently cautious, and the timing of a return to discretionary spending remains uncertain [86][96] Question: Impact of tariffs on client spending - The management acknowledged that tariff uncertainties continue to affect client spending decisions, but there is interest in leveraging AI for productivity [94][96]