Shares of Seagate (STX) have been strong performers lately, with the stock up 34.5% over the past month. The stock hit a new 52-week high of $459.41 in the previous session. Seagate has gained 61.4% since the start of the year compared to the 0.3% move for the Zacks Computer and Technology sector and the 21.2% return for the Zacks Computer - Integrated Systems industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus e ...

Advanced Micro Devices (AMD) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.18%. A quarter ago, it was expected that this chipmaker would post earnings of $1.17 per share when it actually produced earnings of $1.2, delivering a surprise of +2.56%.Over the last four quarters, the ...

Company Performance - Silicon Motion (SIMO) stock closed at $118.83, reflecting a +2.29% change from the previous day's closing price, outperforming the S&P 500 which fell by 0.43% [1] - The stock has increased by 25.32% over the past month, significantly surpassing the Computer and Technology sector's gain of 1.51% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - The upcoming earnings report for Silicon Motion is scheduled for February 3, 2026, with an expected EPS of $1.29, indicating a 41.76% increase year-over-year [2] - Revenue is projected at $261.2 million, representing a 36.64% increase compared to the same quarter last year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates predict earnings of $3.58 per share and revenue of $864.54 million, reflecting changes of +4.37% and 0% respectively from the previous year [3] - Recent analyst estimate revisions indicate optimism regarding the company's business and profitability [3] Valuation Metrics - Silicon Motion is currently trading at a Forward P/E ratio of 23.8, which is lower than the industry average of 24.55, suggesting it is trading at a discount [6] - The company has a PEG ratio of 1.12, compared to the average PEG ratio of 0.98 for Computer - Integrated Systems stocks [7] Industry Context - The Computer - Integrated Systems industry is part of the broader Computer and Technology sector, holding a Zacks Industry Rank of 47, placing it in the top 20% of over 250 industries [8] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

IBM (IBM) came out with quarterly earnings of $4.52 per share, beating the Zacks Consensus Estimate of $4.33 per share. This compares to earnings of $3.92 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.39%. A quarter ago, it was expected that this technology and consulting company would post earnings of $2.44 per share when it actually produced earnings of $2.65, delivering a surprise of +8.61%.Over the last four quarters, ...

分组1 - Agilysys reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.46 per share, but showing an increase from $0.38 per share a year ago, resulting in an earnings surprise of -8.04% [1] - The company posted revenues of $80.39 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.83% and increasing from $69.56 million year-over-year [2] - Agilysys has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has underperformed the market, losing about 9.4% since the beginning of the year compared to the S&P 500's gain of 1% [3] - The current consensus EPS estimate for the coming quarter is $0.47 on revenues of $81.59 million, and for the current fiscal year, it is $1.66 on revenues of $316.53 million [7] - The Computer - Integrated Systems industry, to which Agilysys belongs, is currently in the top 27% of Zacks industries, suggesting a favorable industry outlook [8]

Core Viewpoint - Seagate (STX) is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the last two quarters, with an average surprise of 7.94% [1]. Earnings Performance - In the last reported quarter, Seagate achieved earnings of $2.61 per share, exceeding the Zacks Consensus Estimate of $2.36 per share, resulting in a surprise of 10.59% [2]. - For the previous quarter, Seagate's earnings were $2.59 per share against an expected $2.46 per share, delivering a surprise of 5.28% [2]. Earnings Estimates and Predictions - Estimates for Seagate have been trending higher, supported by its history of earnings surprises, and the stock currently has a positive Zacks Earnings ESP of +2.61%, indicating bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Metric - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - While many companies may beat consensus EPS estimates, this alone may not drive stock prices higher; thus, checking a company's Earnings ESP before quarterly releases is crucial for investment decisions [10].

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: Micron (MU) - Micron currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with shares up 9.41% over the past week and 45.63% over the past month, compared to the Zacks Computer - Integrated Systems industry, which is up 1.61% and 0.05% respectively [5] - Over the past quarter, Micron shares have increased by 67.27%, and by 263.84% over the last year, significantly outperforming the S&P 500, which has moved 6.77% and 21.08% in the same periods [6] Trading Volume - Micron's average 20-day trading volume is 29,824,522 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 9 earnings estimates for Micron have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $17.17 to $31.36 [9] - For the next fiscal year, 6 estimates have also moved upwards, indicating positive sentiment regarding future earnings [9] Conclusion - Given the strong performance metrics and positive earnings outlook, Micron is positioned as a solid momentum pick and is recommended for investors looking for potential short-term gains [11]

Company Performance - Advanced Micro Devices (AMD) ended the recent trading session at $207.67, showing a +2.21% change from the previous day's closing price, outperforming the S&P 500's gain of 0.16% [1] - Over the past month, AMD shares experienced a loss of 3.61%, underperforming the Computer and Technology sector's loss of 0.85% and the S&P 500's gain of 1.89% [1] Upcoming Earnings Report - AMD is scheduled to release its earnings on February 3, 2026, with projected earnings of $1.31 per share, indicating a year-over-year growth of 20.18% [2] - The consensus estimate for revenue is $9.64 billion, reflecting a 25.88% increase from the same quarter last year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates anticipate earnings of $3.96 per share and revenue of $33.94 billion, representing shifts of +19.64% and 0% respectively from the previous year [3] - Recent changes to analyst estimates suggest a favorable outlook on AMD's business health and profitability [3] Stock Performance and Valuation - The Zacks Rank system, which evaluates estimate changes, indicates that AMD currently holds a Zacks Rank of 3 (Hold) [5] - AMD's Forward P/E ratio is 32.47, which is a premium compared to the industry average of 24.02 [6] - The company has a PEG ratio of 0.75, lower than the industry average PEG ratio of 0.92 [7] Industry Context - The Computer - Integrated Systems industry, which includes AMD, has a Zacks Industry Rank of 24, placing it in the top 10% of over 250 industries [8] - Research indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1: Stock Performance - Silicon Motion (SIMO) shares increased by 12.4% to close at $105.21, with notable trading volume compared to typical sessions, contrasting with a 0.8% gain over the past four weeks [1] Group 2: Product Development and Market Position - Silicon Motion has expanded its SSD controller program with PC OEMs and is launching next-generation enterprise-class SSD controllers, indicating strong momentum in the embedded storage market [2] - The company anticipates growth in eMMC 5.1 controller sales as market trends shift from eMMC 4.5 to eMMC 5.0, supported by an expanding customer base and innovative products [3] - Over the last decade, Silicon Motion has shipped over five billion controllers, more than any other company globally, with annual shipments exceeding 750 million NAND controllers [3] Group 3: Financial Expectations - The company is expected to report quarterly earnings of $1.31 per share, reflecting a year-over-year increase of 44%, with revenues projected at $260.55 million, up 36.3% from the previous year [4] - The consensus EPS estimate for Silicon Motion has remained unchanged over the last 30 days, indicating that stock price movements may be influenced by trends in earnings estimate revisions [5]

Company Performance - IBM closed at $302.05, reflecting a -1.21% change from the previous day, which is less than the S&P 500's daily loss of 0.14% [1] - Over the past month, IBM shares gained 0.02%, while the Computer and Technology sector increased by 0.2% and the S&P 500 rose by 0.94% [1] Earnings Projections - The upcoming EPS for IBM is projected at $4.33, indicating a 10.46% increase compared to the same quarter last year [2] - Revenue is expected to reach $19.21 billion, representing a 9.45% increase from the year-ago quarter [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $11.39 per share and revenue at $67.02 billion, reflecting changes of +10.26% and +6.8% respectively from the prior year [3] - Recent changes to analyst estimates for IBM are noted, with positive revisions indicating analyst optimism regarding business and profitability [3] Zacks Rank and Valuation - IBM currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate remaining unchanged over the past month [5] - The Forward P/E ratio for IBM is 26.85, which is a premium compared to the industry’s Forward P/E of 25.05 [6] - IBM has a PEG ratio of 3.04, while the average PEG ratio for Computer - Integrated Systems stocks is 1.11 [6] Industry Context - The Computer - Integrated Systems industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 20, placing it in the top 9% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]