Core Insights - OptimizeRx Corp. (OPRX) shares increased by 7.5% to $11.02, following a significant trading volume, contrasting with a 23.1% decline over the past month [1][2] Financial Performance - The company's revenue grew by 22% year-over-year to $26.1 million in the last reported quarter, driven by strong contracted revenue growth and effective cross-selling strategies [2] - Upcoming quarterly earnings are projected at $0.23 per share, reflecting a year-over-year decrease of 23.3%, with revenues expected to be $31.58 million, down 2.3% from the previous year [4] Growth Strategy - Platform differentiation is key to OptimizeRx's growth, leveraging its reach in point-of-care and direct-to-consumer channels, along with an omnichannel technology platform [3] - The company has raised its 2025 revenue guidance to between $105 million and $109 million, indicating positive future expectations despite reliance on the pharmaceutical market [3] Market Position - The consensus EPS estimate for OptimizeRx has remained stable over the last 30 days, suggesting that stock price movements may be limited without changes in earnings estimate revisions [5] - OptimizeRx holds a Zacks Rank of 3 (Hold), indicating a neutral outlook compared to other stocks in the same industry [5]

Intuit (INTU) closed the most recent trading day at $444.98, moving +2.51% from the previous trading session. This change outpaced the S&P 500's 0.51% loss on the day. Meanwhile, the Dow gained 0.53%, and the Nasdaq, a tech-heavy index, lost 1.51%. The stock of maker of TurboTax, QuickBooks and other accounting software has fallen by 32.93% in the past month, lagging the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93%.Investors will be eagerly watching for the performance of I ...

Oracle (ORCL) closed at $146.67 in the latest trading session, marking a -5.17% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.51% for the day. At the same time, the Dow added 0.53%, and the tech-heavy Nasdaq lost 1.51%. Shares of the software maker have depreciated by 20.17% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.27%, and the S&P 500's gain of 0.93%.Analysts and investors alike will be keeping a close eye ...

PTC Inc. (PTC) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +20.47%. A quarter ago, it was expected that this product development software maker would post earnings of $2.26 per share when it actually produced earnings of $3.47, delivering a surprise of +53.54%.Over the last four qu ...

Key Takeaways PTC to report Q1 FY26 on Feb. 4, with revenues guided at $600-$660M and non-GAAP EPS of $1.26-$1.82.PTC is focusing on PLM, CAD, SLM, ALM, a SaaS and AI and a go-to-market realignment to support expansion.PTC expects 8-8.5% ARR growth (including Kepware and ThingWorx) in Q1. PTC Inc. (PTC) is scheduled to report first-quarter fiscal 2026 results on Feb. 4, after market close.For the quarter, PTC anticipates revenues between $600 million and $660 million. Non-GAAP EPS is projected in the range ...

Core Insights - The Zacks Equity Research team has highlighted several stocks, including Broadcom Inc., Oracle Corp., Mastercard Inc., Geospace Technologies Corp., and Gencor Industries, Inc., in their Analyst Blog [1][2] Group 1: Broadcom Inc. (AVGO) - Broadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the past year, with a growth of +62.1% compared to the industry’s +49.5% [4] - The company anticipates first-quarter fiscal 2026 AI revenues to double to $8.2 billion, driven by strong demand for networking products and custom AI accelerators [5] - The acquisition of VMware has positively impacted its infrastructure software solutions, although gross margin is expected to contract sequentially due to high debt levels [6] Group 2: Oracle Corp. (ORCL) - Oracle's shares have outperformed the Zacks Computer - Software industry over the past year, with a growth of +16.4% compared to the industry’s +2.7% [7] - The cloud infrastructure business is experiencing accelerating revenue growth, supported by strategic partnerships and competitive pricing [8] - However, competition from hyperscalers and the transition from license revenue to subscription models may pressure margins and create near-term earnings volatility [9] Group 3: Mastercard Inc. (MA) - Mastercard's shares have declined -3.1% over the past year, while the Zacks Financial Transaction Services industry has seen a decline of -16.4% [10] - The company expects adjusted operating expenses to grow at the high end of mid-teens YoY in 2025, driven by increased investments [10] - Despite challenges, acquisitions and collaborations are expanding addressable markets, with net revenues rising 16% YoY in the first nine months of 2025 [11] Group 4: Geospace Technologies Corp. (GEOS) - Geospace Technologies has outperformed the Zacks Electronics - Measuring Instruments industry over the past year, with a growth of +82.7% compared to the industry’s +32.5% [13] - The Smart Water segment is a core growth driver, achieving 10.4% revenue growth in fiscal 2025 due to rising adoption of Hydroconn and Aquana [14] - However, the company faces near-term execution and margin risks, particularly in its Energy Solutions segment [15] Group 5: Gencor Industries, Inc. (GENC) - Gencor Industries' shares have declined -13.6% over the past year, while the Zacks Manufacturing - Thermal Products industry has declined -39% [16] - The company has experienced a sharp backlog decline, reducing near-term visibility, and faces challenges with obsolete inventory reserves and lower R&D spending [16] - Despite these risks, Gencor has a strong balance sheet with $136.3 million in cash and no debt, providing flexibility for future investments [17]

Core Viewpoint - Oracle's increasing cloud capital expenditure is positioning the company for its next growth phase, with a forecasted capital expenditure of around $50 billion for fiscal 2026, reflecting strong demand in AI and enterprise cloud services [2][3]. Group 1: Oracle's Growth Strategy - Oracle invested approximately $12 billion in the second quarter of fiscal 2026, focusing on GPU-based infrastructure and data centers to support Oracle Cloud Infrastructure growth [3]. - The company expects about $4 billion in incremental revenue acceleration starting in fiscal 2027, driven by AI training, inference, and multicloud deployments [4]. - Oracle is adopting a disciplined funding approach through a mix of debt markets and alternative models, such as customer-provided or leased chips, to align revenues with costs [5]. Group 2: Competitive Landscape - Oracle faces competition from Amazon and Alphabet, both of which are heavily investing in data centers and AI infrastructure to enhance their cloud services [6]. - Amazon's capital expenditure in the third quarter of 2025 reached nearly $90 billion, primarily for AWS and AI capacity, reinforcing its cloud leadership [7]. - Alphabet invested about $24 billion in the same period, focusing on servers and data centers to support Google Cloud and AI demand, with a significant backlog of $155 billion [8]. Group 3: Oracle's Stock Performance and Valuation - Oracle's shares have declined by 26.3% over the past six months, underperforming the Zacks Computer and Technology sector's growth of 14.4% [9][10]. - The current forward 12-month Price/Earnings ratio for Oracle is 23.1x, lower than the industry average of 26.69x, indicating a relatively undervalued position [10]. - The Zacks Consensus Estimate for Oracle's fiscal 2026 earnings is $7.42 per share, suggesting a growth of 23.05% compared to fiscal 2025 [11].

分组1 - Manhattan Associates reported quarterly earnings of $1.21 per share, exceeding the Zacks Consensus Estimate of $1.11 per share, and showing an increase from $1.17 per share a year ago, resulting in an earnings surprise of +9.01% [1] - The company achieved revenues of $270.39 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.32% and increasing from $255.8 million year-over-year [2] - Manhattan Associates has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 2.3% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $272.54 million, and for the current fiscal year, it is $5.31 on revenues of $1.14 billion [7] - The Computer - Software industry, to which Manhattan Associates belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Key Takeaways Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand.ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter.Oracle expects about $4B in revenue acceleration starting FY27 as cloud backlog converts to sales.Oracle’s (ORCL) increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

Core Viewpoint - Commvault Systems (CVLT) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, and showing an increase from $0.94 per share a year ago, indicating a positive earnings surprise of +19.39% [1] Financial Performance - The company achieved revenues of $313.83 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.96%, and up from $262.63 million in the same quarter last year [2] - Over the last four quarters, Commvault has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Commvault shares have increased approximately 3.2% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $1.00 for the coming quarter and $3.91 for the current fiscal year [4][7] - The estimate revisions trend for Commvault was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Computer - Software industry, to which Commvault belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]