Core Insights - Accenture reported $17.73 billion in revenue for the quarter ended May 2025, a year-over-year increase of 7.7% and an EPS of $3.49 compared to $3.13 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company experienced a surprise of +2.56% in revenue and +5.76% in EPS compared to analyst expectations [1] Financial Performance Metrics - Total New Bookings were $19.70 billion, below the two-analyst average estimate of $21.43 billion [4] - Managed Services New Bookings were $10.62 billion, compared to the average estimate of $11.94 billion [4] - Consulting New Bookings were $9.08 billion, slightly below the average estimate of $9.49 billion [4] Geographic Revenue Breakdown - Revenue from the Americas was $8.97 billion, exceeding the three-analyst average estimate of $8.75 billion, with a year-over-year change of +14.5% [4] - Asia Pacific revenue was $2.53 billion, surpassing the estimated $2.22 billion but reflecting a year-over-year decline of -11.4% [4] - EMEA revenue reached $6.23 billion, slightly above the average estimate of $6.12 billion, with a year-over-year increase of +7.9% [4] Revenue by Type of Work - Consulting revenue was $9.01 billion, exceeding the average estimate of $8.63 billion, representing a +6.5% year-over-year change [4] - Managed Services revenue was $8.72 billion, above the average estimate of $8.58 billion, with an +8.9% year-over-year increase [4] Revenue by Industry Groups - Revenue from the Product industry group was $5.34 billion, surpassing the three-analyst average estimate of $5.19 billion, with a year-over-year change of +7.2% [4] - Health & Public Service revenue was $3.78 billion, slightly above the average estimate of $3.76 billion, reflecting a +7.5% year-over-year change [4] - Financial Services revenue was $3.28 billion, exceeding the estimated $2.94 billion, with a year-over-year increase of +13.3% [4] - Communications, Media & Technology revenue was $2.91 billion, above the average estimate of $2.82 billion, representing a +5.4% year-over-year change [4]

Core Insights - GPTBots.ai, a platform under Aurora Mobile, gained significant attention at the "Super AI" summit in Singapore, attracting interest from major enterprises across various industries [1] - The platform addresses key industry needs in finance, consulting, and hospitality by providing tailored AI solutions [3][4] Group 1: Industry Needs - In the financial sector, Mitsubishi UFJ Bank's corporate finance division seeks an AI assistant to track client news and identify business opportunities, enhancing data-driven marketing [3] - A leading global consulting firm aims to restructure its customer service system using GPTBots to automate routine inquiries while optimizing human resource allocation [3] - In the hospitality industry, a top hotel system integrator requires AI agents for both customer service and management decision-making, enabling 24/7 support and real-time data analysis [3] Group 2: Technological Capabilities - GPTBots offers three core capabilities: dynamic business insights for rapid opportunity identification, an intelligent service hub for handling over 90% of routine queries, and management decision support through automated data visualization [4] - The platform features a modular architecture for seamless integration with existing business systems and ensures data security through private knowledge base training, meeting compliance requirements in sensitive industries [4] Group 3: Market Trends - The Super AI summit highlighted three core demands in the Asia-Pacific market for AI solutions: industry-specific adaptability, rapid deployment capabilities, and enterprise-level security [6] - GPTBots aims to drive innovation by creating new growth paths, enhancing operational efficiency through automation, and building an evolving ecosystem of intelligent solutions [6]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Core Viewpoint - Gartner's shares have decreased by approximately 2.8% since the last earnings report, underperforming the S&P 500, raising questions about the potential for a breakout or continued negative trend leading up to the next earnings release [1]. Earnings Estimates - Estimates for Gartner have remained flat over the past month, indicating no significant changes in expectations [2]. VGM Scores - Gartner holds a Growth Score of B and a Momentum Score of A, but has a Value Score of D, placing it in the bottom 40% for this investment strategy. The overall aggregate VGM Score for the stock is B, which is relevant for investors not focused on a single strategy [3]. Outlook - Gartner has a Zacks Rank of 3 (Hold), suggesting an expectation of an in-line return from the stock in the upcoming months [4]. Industry Performance - Gartner is part of the Zacks Consulting Services industry. CRA International (CRAI), a competitor in the same industry, has seen a 6.1% increase in its stock price over the past month. CRA reported revenues of $181.85 million for the quarter ended March 2025, reflecting a year-over-year increase of 5.9% [5]. - CRA's earnings per share (EPS) for the same quarter was $2.22, compared to $1.96 a year ago. For the current quarter, CRA is expected to post earnings of $1.83 per share, with no change from the previous year. The Zacks Consensus Estimate for CRA has changed by +0.4% over the last 30 days, resulting in a Zacks Rank of 3 (Hold) and a VGM Score of D [6].

Trade and Tariffs - The Trump administration has reached a short-term trade agreement with China, reducing tariffs on Chinese imports from 145% to approximately 30% and on US goods from 125% to 10% [4][6][10] - The market reacted positively to the news, with a notable rally in tech stocks, which rose by 8% in the week following the announcement [4][6] - Companies are facing increased costs due to tariffs, and there is uncertainty about whether they can pass these costs onto consumers or if margins will contract [7][10] Walmart's Pricing Strategy - Walmart has indicated that it will raise prices on some goods due to tariff impacts, which is significant given its position as a low-cost provider [9][10] - The company expects prices to increase this summer, reflecting the cost pressures from tariffs that began in late April and accelerated into May [10][11] - Despite the anticipated price increases, Walmart has reiterated its guidance for 3%-4% net sales growth, indicating confidence in its overall business performance [11][12] CAVA's Performance - CAVA reported a 10.8% increase in same-store sales, driven by a 7.5% increase in customer visits, contrasting with declines seen in other restaurant chains [16][17] - The company has reached the billion-dollar sales mark over the past 12 months, showcasing strong growth in a challenging market [17] - CAVA's food and beverage costs increased to 29.3% of sales, but the company maintains a strong store margin around 25% [18] Dick's Sporting Goods Acquisition - Dick's Sporting Goods announced a $2.4 billion acquisition of Foot Locker, which was met with skepticism from the market, resulting in a 10% drop in Dick's shares [22][23] - The acquisition aims to turn around Foot Locker, which has been struggling with declining sales and changing consumer buying patterns [22][23] - Foot Locker's international presence may provide Dick's with new growth opportunities, although concerns remain about the viability of the acquisition [24][25] On Holdings' Growth - On Holdings reported a 43% increase in revenues, with direct-to-consumer sales up 45%, indicating strong demand for its products [27][28] - The company raised its sales guidance for the year to 28%, reflecting confidence in its growth trajectory [27] - On Holdings benefits from sourcing 90% of its shoes from Vietnam and Indonesia, which mitigates the impact of tariffs on its business [28][29] Evolv Technology and Booz Allen Hamilton - Evolv Technology is focused on transforming security management in public and private buildings, with a strong customer base in sports venues [57][58] - Booz Allen Hamilton, a consultant primarily serving the federal government, faces challenges due to potential cutbacks in defense spending but maintains a significant backlog of $39 billion [59][60]

Core Insights - Alithya Group inc. will announce its financial results for the fourth quarter and fiscal year ending March 31, 2025, on June 12, 2025 [1] - A conference call will be held at 9:00 a.m. Eastern time on the same day, with a question-and-answer session for the financial community [1][2] Company Overview - Alithya is a provider of AI-centric strategic consulting and digital transformation services, aimed at solving business challenges and unlocking new opportunities for clients [3] - The company utilizes a team of industry experts, AI-based intellectual property solutions, and the latest digital technologies to enhance efficiency and modernize processes [3] - Alithya has established a global delivery network to provide comprehensive end-to-end solutions [3]

Core Insights - Booz Allen Hamilton (BAH) reported quarterly earnings of $1.61 per share, exceeding the Zacks Consensus Estimate of $1.59 per share, and up from $1.33 per share a year ago, indicating an earnings surprise of 1.26% [1] - The company posted revenues of $2.97 billion for the quarter ended March 2025, which was below the Zacks Consensus Estimate by 1.50%, but up from $2.77 billion year-over-year [2] - Booz Allen has surpassed consensus EPS estimates three times over the last four quarters, while also topping revenue estimates three times in the same period [2] Earnings Outlook - The sustainability of Booz Allen's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.63 on revenues of $3.16 billion, and for the current fiscal year, it is $6.87 on revenues of $12.78 billion [7] Industry Context - The Consulting Services industry, to which Booz Allen belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

Core Viewpoint - Stantec's shares have experienced significant growth, rising 16% over the past month and reaching a 52-week high of $101.81, with a year-to-date increase of 29.1% compared to the broader market [1][2]. Financial Performance - Stantec has consistently exceeded earnings expectations, reporting an EPS of $0.81 against a consensus estimate of $0.79 in its last earnings report, with a revenue beat of 4.49% [2]. - For the current fiscal year, Stantec is projected to achieve earnings of $3.86 per share on revenues of $4.77 billion, reflecting a 19.5% increase in EPS and an 11.37% increase in revenues. The following fiscal year is expected to see earnings of $4.31 per share on $5.11 billion in revenues, indicating year-over-year changes of 11.53% and 7.12%, respectively [3]. Valuation Metrics - Stantec's current valuation metrics indicate a premium, trading at 26.2 times the current fiscal year EPS estimates compared to the peer industry average of 21 times. On a trailing cash flow basis, it trades at 19.2 times versus the peer group's average of 18.7 times [6]. Style Scores and Zacks Rank - Stantec has a Value Score of D, while its Growth and Momentum Scores are B and A, respectively, resulting in a combined VGM Score of B. This suggests a mixed valuation perspective [6]. - The stock holds a Zacks Rank of 1 (Strong Buy), supported by favorable earnings estimate revisions from analysts, indicating potential for further gains [7].

Investors with an interest in Business - Services stocks have likely encountered both Bowman Consulting (BWMN) and Thomson Reuters (TRI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and ou ...

Core Viewpoint - Hackett Group reported quarterly earnings of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, and showing an increase from $0.39 per share a year ago, indicating a positive earnings surprise of 2.50% [1] - The company also posted revenues of $76.23 million for the quarter, surpassing the Zacks Consensus Estimate by 0.46% and reflecting a year-over-year increase from $75.73 million [2] Financial Performance - Hackett Group has consistently surpassed consensus EPS estimates over the last four quarters, achieving this milestone four times [2] - The company experienced an earnings surprise of 11.90% in the previous quarter, where actual earnings were $0.47 compared to an expected $0.42 [1][2] Stock Performance - Hackett Group shares have declined approximately 13.2% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3] - The current Zacks Rank for Hackett Group is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.43, with projected revenues of $78.89 million, and for the current fiscal year, the estimate is $1.74 on revenues of $316.92 million [7] - The outlook for the consulting services industry is favorable, as it currently ranks in the top 30% of over 250 Zacks industries, suggesting potential for outperformance [8]