Core Insights - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] - HeartCore Enterprises, Inc. (HTCR) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - HTCR has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [3] Price Performance - HTCR shares have increased by 41.33% over the past week, significantly outperforming the Zacks Internet - Software and Services industry, which rose by 1.21% [5] - Over the past month, HTCR's price has surged by 172.92%, while the industry only saw a 1.41% increase [5] - In the last quarter, HTCR shares rose by 112.63%, and over the past year, they increased by 91.04%, compared to the S&P 500's gains of 11.26% and 15.64%, respectively [6] Trading Volume - HTCR's average 20-day trading volume is 2,000,799 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for HTCR has been revised upward, while none have been lowered, improving the consensus estimate from -$0.31 to -$0.07 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, HTCR is positioned as a promising investment opportunity with a Momentum Score of A and a Zacks Rank of 1 (Strong Buy) [11]

While Globant has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Globant (GLOB) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.51 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +0.66%. A quarter ago, it was expected that this information technology services pr ...

Core Viewpoint - Investors are evaluating Globant (GLOB) and NetEase (NTES) for potential undervalued stock opportunities, with a focus on valuation metrics to determine the better option [1]. Valuation Metrics - Both GLOB and NTES have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook [3]. - GLOB has a forward P/E ratio of 12.97, while NTES has a forward P/E of 15.82, suggesting GLOB may be more undervalued [5]. - The PEG ratio for GLOB is 2.49, compared to NTES's PEG ratio of 4.21, indicating GLOB's expected earnings growth is more favorable relative to its valuation [5]. - GLOB's P/B ratio is 1.65, while NTES has a P/B of 4.2, further supporting GLOB's position as a more attractive value option [6]. - GLOB is assigned a Value grade of B, while NTES has a Value grade of C, reinforcing the assessment of GLOB as the superior value stock [6][7].

HeartCore Enterprises, Inc. (HTCR) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to a loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +150.00%. A quarter ago, it was expected that this company would post a loss of $0.01 per share when it actually produced a loss of $0.06, delivering a surprise of -500%.Over the last four quart ...

The consensus estimate for earnings is pegged at $1.52 per share, indicating an increase of 0.66% from the year- ago quarter's reported figure. The company forecasts a non-IFRS adjusted EPS of $1.52. GLOB's earnings beat the Zacks Consensus Estimate in two of the last four quarters while matching and missing once each, with the average negative surprise being 0.95%. Shares of the company have lost 59.7% against the Zacks Internet- Software and Services industry's growth of 41.4% in the past year. Factors Sh ...

Core Insights - Nebius Group N.V. reported a second-quarter 2025 adjusted net loss of $91.5 million, which is 49% wider than the loss of $61.6 million from the previous year [1][8] - The company's revenues increased significantly by 625% year over year, reaching $105.1 million, primarily driven by strong performance in its core AI cloud business and effective execution by the TripleTen team [1][8] Business Overview - Nebius operates an AI cloud platform designed for intensive workloads, supported by in-house developed software and hardware, with R&D hubs located in Europe, North America, and Israel [2] - The company also manages distinct brands, including Avride (focused on autonomous driving technology) and TripleTen (an edtech platform for tech career reskilling) [2] Financial Performance - The adjusted EBITDA loss for the second quarter was $21 million, an improvement from the $58.1 million loss in the same quarter last year [6] - Sales, general, and administrative expenses decreased by 10% year over year to $68.2 million, while total operating costs and expenses rose by 71% to $216.3 million [6] Investment and Equity Interests - Following an investment transaction in Toloka, Nebius no longer holds majority voting power in the company, which is now accounted for as an equity method investment [3] Stock Performance - Following the earnings announcement, Nebius shares increased by 19% in the trading session, and the stock has surged 59.4% over the past six months, outperforming the Zacks Internet - Software and Services industry's growth of 12.4% [5] Outlook and Guidance - Nebius raised its annualized run rate (ARR) revenue guidance to a range of $900 million to $1.1 billion, citing high demand and closed AI compute contracts [8][11] - The company reaffirmed its group revenue guidance of $450 million to $630 million, excluding previously provided revenue guidance for Toloka [12] - Adjusted EBITDA is expected to be slightly positive at the group level by year-end, although a full-year loss is still anticipated [12] Balance Sheet - As of June 30, 2025, Nebius had cash and cash equivalents amounting to $1,679.3 million, an increase from $1,447 million as of March 31, 2025 [10]

Group 1: Earnings Performance - RingCentral reported quarterly earnings of $1.06 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, and up from $0.91 per share a year ago, representing an earnings surprise of +3.92% [1] - The company posted revenues of $620.4 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.43%, and an increase from $592.91 million year-over-year [2] - Over the last four quarters, RingCentral has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - RingCentral shares have declined approximately 32.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $1.08 on revenues of $637.78 million, and for the current fiscal year, it is $4.21 on revenues of $2.52 billion [7] Group 3: Industry Context - The Internet - Software and Services industry, to which RingCentral belongs, is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact RingCentral's stock performance [5]

分组1 - Tyler Technologies reported quarterly earnings of $2.91 per share, exceeding the Zacks Consensus Estimate of $2.78 per share, and up from $2.4 per share a year ago, representing an earnings surprise of +4.68% [1] - The company achieved revenues of $596.12 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.69% and increasing from $540.98 million year-over-year [2] - Over the last four quarters, Tyler Technologies has consistently surpassed consensus EPS estimates four times and revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 4.2% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $2.81 on revenues of $589.74 million, and for the current fiscal year, it is $11.13 on revenues of $2.33 billion [7] - The Zacks Industry Rank for Internet - Software and Services is in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. These are just a few of the metrics contributing to GLOB's Value grade of B and NTES's Value grade of C. Both GLOB and NTES are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that GLOB is the superior value option right ...

Core Insights - Nebius Group N.V. (NBIS) is emerging in the AI sector, providing a robust cloud platform for diverse industries, including tech and life sciences, with tailored solutions beyond standard GPU-as-a-service offerings [1][2] - The company reported a strong annualized run rate revenue of $310 million in April, with continued sales momentum into the second quarter, reflecting high demand for AI compute [2][9] - Nebius was selected by the Israel Innovation Authority to develop the national AI supercomputer, with a project budget exceeding NIS 500 million ($140 million), marking a significant infrastructure initiative [3][9] - The company aims for a run-rate revenue of $750 million to $1 billion by 2025, with expectations for adjusted EBITDA to turn positive in the second half of 2025 [4][9] Competitive Landscape - CoreWeave (CRWV), a U.S.-based AI infrastructure company, is focused on scaling generative AI workloads and has guided revenues between $4.9 billion and $5.1 billion for 2025 due to rising demand [5][6] - Microsoft Corporation (MSFT) is a major player in AI infrastructure with its Azure platform, which is seeing increased adoption among customers for mission-critical workloads, supported by significant investments in OpenAI [6][7] Financial Performance - Nebius shares have increased by 87.3% year-to-date, outperforming the Internet – Software and Services industry's growth of 30% [8] - The company's shares are trading at a price/book ratio of 3.87X, lower than the industry's ratio of 4.31X [10] - The Zacks Consensus Estimate for NBIS' earnings for 2025 has remained unchanged over the past 30 days, with current estimates indicating negative EBITDA [11][12]