Key Takeaways PYPL stock fell 23.3% in three months amid macro uncertainty, high competition and tariff-related volatility.PYPL is expanding beyond payments with a proposed bank, ads tools, links, and agentic commerce partnerships.Management flags slower growth as OpEx rises; basket sizes shrink and transactions fall when PSP is included.PayPal Holdings (PYPL) has seen its stock tumble 23.3% in the past three months, weighed down by macroeconomic uncertainty and heightened competition in the digital payment ...

MasterCard (MA) came out with quarterly earnings of $4.76 per share, beating the Zacks Consensus Estimate of $4.2 per share. This compares to earnings of $3.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.24%. A quarter ago, it was expected that this processor of debit and credit card payments would post earnings of $4.31 per share when it actually produced earnings of $4.38, delivering a surprise of +1.62%.Over the las ...

Wex (WEX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 4. On th ...

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]

Wall Street expects a year-over-year increase in earnings on higher revenues when Paypal (PYPL) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 3. On ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "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.While many investors like to look for momentum i ...

Company Overview - Payoneer Global Inc. (PAYO) shares increased by 8.6% to close at $5.94, supported by higher trading volume compared to normal sessions [1] - The stock had previously experienced a 3.4% decline over the past four weeks [1] - The recent surge in stock price is attributed to a rebound in fintech sentiment and the Boundless acquisition, which supports long-term platform expansion rather than immediate earnings impact [1] Earnings Expectations - Payoneer is expected to report quarterly earnings of $0.06 per share, reflecting a year-over-year increase of 20% [2] - Revenue projections stand at $283.43 million, marking an 8.3% rise from the same quarter last year [2] - The consensus EPS estimate for Payoneer has remained stable over the last 30 days, indicating no recent revisions in earnings estimates [3] Industry Context - Payoneer is part of the Zacks Financial Transaction Services industry, which includes other companies like CompoSecure, Inc. (CMPO) [3] - CompoSecure's consensus EPS estimate is $0.16, showing a significant decline of 40.7% compared to the previous year, and it also holds a Zacks Rank of 3 (Hold) [4] - The performance of CompoSecure over the past month has been a return of 31.6%, despite its recent decline of 2.1% to $25.15 [3]

Core Insights - PayPal Holdings, Inc. has agreed to acquire Cymbio, enhancing its agentic commerce services, with the transaction expected to close in the first half of 2026 [1][8] Company Developments - The acquisition of Cymbio will enable PayPal to integrate Store Sync, making merchants' product data discoverable in AI-driven channels [2][8] - PayPal launched its agentic commerce services in October 2025, focusing on AI-driven e-commerce where autonomous AI agents assist consumers [3] - The company has partnered with Microsoft to launch Copilot Checkout, allowing shoppers to discover and pay within the Copilot interface [4][8] Industry Context - Mastercard has expanded its Start Path program to support agentic commerce and introduced the Mastercard Agent Pay program for secure AI-driven payments [5] - Shopify has partnered with Google to enhance shopping capabilities through its Commerce Assistant Agent framework, allowing AI-powered agents to assist in various tasks [6] Financial Performance - PayPal shares have declined 18.1% over the past three months, underperforming the broader industry and the S&P 500 Index [7] - PayPal's shares are trading at a forward 12-month P/E of 9.85X, significantly lower than the industry average of 19.44X, indicating a cheap valuation [10] - The Zacks Consensus Estimate for PayPal's full-year 2025 EPS has been revised downward, suggesting a 14.6% growth year over year [11]

Company Performance - Western Union's stock increased by 1.51% to $9.41, outperforming the S&P 500's daily gain of 0.55% [1] - Over the past month, Western Union's shares experienced a loss of 0.86%, which is better than the Business Services sector's loss of 2.82% but underperformed compared to the S&P 500's gain of 0.71% [1] Earnings Projections - The upcoming earnings release for Western Union is projected to show earnings per share (EPS) of $0.43, reflecting a 7.5% increase from the same quarter last year [2] - Revenue is estimated at $1.04 billion, which is a decrease of 2.11% from the prior-year quarter [2] Full Year Estimates - For the full year, earnings are projected at $1.73 per share, showing a decline of 0.57% from the previous year, while revenue is expected to remain flat at $4.08 billion [3] - Recent revisions to analyst forecasts for Western Union are important as they indicate changing business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - Western Union has a Forward P/E ratio of 5.19, which is significantly lower than the industry average of 12.8 [6] - The company currently has a PEG ratio of 2.99, compared to the Financial Transaction Services industry's average PEG ratio of 0.96 [7] Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 174, placing it in the bottom 29% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - RB Global (RBA) is positioned to continue its earnings-beat streak, particularly in light of its recent performance in the Zacks Financial Transaction Services industry [1]. Earnings Performance - In the last reported quarter, RB Global achieved earnings of $0.93 per share, surpassing the Zacks Consensus Estimate of $0.82 per share, resulting in a surprise of 13.41% [2]. - In the previous quarter, the company was expected to report earnings of $0.95 per share but delivered $1.07 per share, yielding a surprise of 12.63% [2]. Earnings Estimates and Predictions - Estimates for RB Global have been trending higher, influenced by its history of earnings surprises [5]. - The stock has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +1.52%, indicating bullish sentiment among analysts regarding the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].