Core Viewpoint - Core & Main (CNM) is positioned as a strong investment opportunity due to a significant revision in the company's earnings estimates, indicating a positive earnings outlook that may continue to drive stock gains [1][9] Earnings Estimates - Analysts are increasingly optimistic about the earnings prospects for Core & Main, leading to higher earnings estimates that are expected to positively impact the stock price [2] - For the current quarter, the earnings estimate is projected at $0.48 per share, reflecting a 45.5% increase from the previous year's reported figure, with a 40.82% rise in consensus estimates over the last 30 days [5] - The full-year earnings estimate is expected to be $2.94 per share, representing a 38.0% increase from the prior year, with a 27.49% increase in consensus estimates during the same timeframe [6][7] Zacks Rank - Core & Main has achieved a Zacks Rank 1 (Strong Buy) due to favorable estimate revisions, which is a reliable indicator of potential stock performance [8] - The Zacks Rank system has a proven track record, with Zacks 1 Ranked stocks averaging a 25% annual return since 2008, suggesting that Core & Main could outperform the market [3][8] Stock Performance - The stock has gained 6.3% over the past four weeks, driven by solid estimate revisions, indicating strong investor interest and potential for further growth [9]

Core Investment Thesis - Core & Main (CNM) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2][10] Earnings Growth - The historical EPS growth rate for Core & Main is 0.4%, but projected EPS growth for this year is expected to be 6.4%, surpassing the industry average of 5.2% [5] Cash Flow Growth - Core & Main's year-over-year cash flow growth stands at 15.2%, significantly higher than the industry average of -1.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 28.3%, compared to the industry average of 6.2% [7] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Core & Main, with the Zacks Consensus Estimate for the current year increasing by 1% over the past month [8] Overall Positioning - Core & Main holds a Zacks Rank of 2 (Buy) and a Growth Score of B, positioning it well for potential outperformance in the market [10]

Core观点 - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] 分组1: Core & Main的增长潜力 - Core & Main (CNM) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a projected EPS growth of 6.4% for the current year, surpassing the industry average of 6.1% [4] - Core & Main's year-over-year cash flow growth stands at 15.2%, significantly higher than the industry average of -1.6% [5] - The historical annualized cash flow growth rate for Core & Main over the past 3-5 years is 28.3%, compared to the industry average of 6.2% [6] 分组2: 盈利预期和市场表现 - Positive trends in earnings estimate revisions are correlated with stock price movements, and Core & Main's current-year earnings estimates have been revised upward by 1% over the past month [7][8] - Core & Main has achieved a Growth Score of B and a Zacks Rank of 2, indicating strong potential for outperformance in the market [9]

Core Insights - Century Aluminum reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.79 per share, and down from $0.46 per share a year ago, representing an earnings surprise of -81.01% [1] - The company posted revenues of $632.2 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.75%, and up from $539.1 million year-over-year [2] - The stock has gained approximately 57.2% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.53 on revenues of $622.3 million, and for the current fiscal year, it is $1.56 on revenues of $2.55 billion [7] - The estimate revisions trend for Century was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Metal Products - Procurement and Fabrication industry, to which Century belongs, is currently in the top 17% of over 250 Zacks industries, suggesting a favorable industry outlook [8]