责任编辑：卢昱君 香港联交所最新资料显示，2月6日，M&G Investment Funds（1）增持美兰空港（00357）54.7万股，每 股作价10.0563港元，总金额约为550.08万港元。增持后最新持股数目为1404.4万股，最新持股比例为 6.19%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 香港联交所最新资料显示，2月6日，M&G Investment Funds（1）增持美兰空港（00357）54.7万股，每 股作价10.0563港元，总金额约为550.08万港元。增持后最新持股数目为1404.4万股，最新持股比例为 6.19%。 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月5日，Generous Horizon Limited增持环联连讯（01473）45.2万股，每股 作价0.49港元，总金额为22.148万港元。增持后最新持股数目约为6.73亿股，最新持股比例为56.34%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月5日，Generous Horizon Limited增持环联连讯（01473）45.2万股，每股 作价0.49港元，总金额为22.148万港元。增持后最新持股数目约为6.73亿股，最新持股比例为56.34%。 责任编辑：卢昱君 ...

分组1 - Lyft reported a quarterly loss of $0.2 per share, missing the Zacks Consensus Estimate of $0.32, and compared to earnings of $0.3 per share a year ago, representing an earnings surprise of -162.50% [1] - The company posted revenues of $1.59 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 9.55%, and this is an increase from year-ago revenues of $1.55 billion [2] - Lyft shares have declined approximately 14.3% since the beginning of the year, while the S&P 500 has gained 1.7% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $1.68 billion, and for the current fiscal year, it is $1.51 on revenues of $7.44 billion [7] - The Zacks Industry Rank indicates that the Internet - Services sector is currently in the bottom 37% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]

分组1 - Insperity, Inc. reported a quarterly loss of $0.6 per share, missing the Zacks Consensus Estimate of a loss of $0.49, and compared to earnings of $0.05 per share a year ago, representing an earnings surprise of -22.45% [1] - The company posted revenues of $1.67 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.48%, and this is an increase from year-ago revenues of $1.61 billion [2] - Insperity shares have declined approximately 5.2% since the beginning of the year, while the S&P 500 has gained 1.7% [3] 分组2 - The earnings outlook for Insperity is uncertain, with current consensus EPS estimates of $1.63 on $1.95 billion in revenues for the coming quarter and $2.42 on $7.25 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the Staffing Firms industry is currently in the bottom 25% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - TrueBlue, another company in the same industry, is expected to report a quarterly loss of $0.08 per share, reflecting a year-over-year change of -300%, with revenues projected at $413.36 million, up 7.1% from the year-ago quarter [9][10]

分组1 - NETSTREIT (NTST) reported quarterly funds from operations (FFO) of $0.33 per share, matching the Zacks Consensus Estimate and showing a year-over-year increase from $0.32 per share [1] - The company achieved revenues of $52.5 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 5.46% and up from $44.1 million a year ago [2] - NETSTREIT has surpassed consensus FFO estimates three times over the last four quarters, indicating a positive trend in performance [2] 分组2 - The stock has gained approximately 7.9% since the beginning of the year, outperforming the S&P 500's gain of 1.7% [3] - The current consensus FFO estimate for the upcoming quarter is $0.33 on revenues of $51.16 million, while for the current fiscal year, it is $1.37 on revenues of $212.93 million [7] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the bottom 27% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Viewpoint - Diversified Energy Company PLC (DEC) is experiencing a decline in stock performance, with a recent trading price of $13.19, reflecting a -1.79% change from the previous session, which is underperforming compared to the S&P 500's loss of 0.33% [1] Company Performance - Over the past month, DEC's shares have gained 5.09%, which is below the Oils-Energy sector's gain of 14.13% and outpacing the S&P 500's unchanged performance [1] - The upcoming earnings release is anticipated, with Zacks Consensus Estimates predicting earnings of $1.69 per share and revenue of $1.95 billion, indicating a year-over-year earnings decline of -13.33% and a revenue increase of +145.46% [2] Analyst Estimates - Recent changes to analyst estimates for DEC are crucial, as they reflect short-term business trends, with positive revisions indicating optimism about the business outlook [3] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [4] Zacks Rank and Valuation - DEC currently holds a Zacks Rank of 5 (Strong Sell), with the Zacks Consensus EPS estimate having shifted 8.92% downward over the past month [5] - The company is trading at a Forward P/E ratio of 7.97, which is significantly lower than the industry average Forward P/E of 18.84, indicating a valuation discount [6] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 159, placing it in the bottom 36% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - NetApp's stock performance is being closely monitored ahead of its upcoming earnings report, with expectations for growth in earnings and revenue [2][3]. Company Performance - In the latest trading session, NetApp (NTAP) increased by 1.89% to $105.64, outperforming the S&P 500, which fell by 0.33% [1]. - Over the past month, NetApp shares declined by 3.13%, underperforming the Computer and Technology sector's loss of 1.09% and the S&P 500's flat performance [1]. Earnings Expectations - Analysts anticipate NetApp will report earnings of $2.08 per share on February 26, 2026, reflecting a year-over-year growth of 8.9% [2]. - The consensus estimate for revenue is $1.7 billion, indicating a 3.32% increase from the same quarter last year [2]. Full Year Projections - For the full year, analysts expect earnings of $7.92 per share and revenue of $6.76 billion, representing increases of 9.24% and 2.89% respectively from the previous year [3]. Analyst Revisions - Recent revisions to analyst forecasts for NetApp are important as they indicate short-term business trends, with positive revisions suggesting analyst optimism [4]. Valuation Metrics - NetApp is currently trading at a Forward P/E ratio of 13.1, which is below the industry average of 18.27, indicating a valuation discount [7]. - The company has a PEG ratio of 1.83, aligning with the industry average, which also reflects anticipated earnings growth [8]. Industry Context - The Computer-Storage Devices industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 18, placing it in the top 8% of over 250 industries [9].

Company Performance - Owens Corning's stock closed at $137.97, reflecting a +1.64% change from the previous day's closing price, outperforming the S&P 500's 0.33% loss [1] - The stock has increased by 10.37% over the past month, surpassing the Construction sector's gain of 7.5% and the S&P 500's unchanged performance [1] Upcoming Financial Results - Owens Corning is set to announce its earnings on February 25, 2026, with an expected EPS of $1.33, indicating a 58.7% decline from the same quarter last year [2] - The forecasted quarterly revenue is $2.2 billion, down 22.59% from the previous year [2] Annual Estimates - For the entire year, the Zacks Consensus Estimates predict earnings of $12.31 per share and revenue of $10.14 billion, reflecting changes of -22.63% and -7.57% respectively compared to the prior year [3] - Recent changes to analyst estimates for Owens Corning may indicate short-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - Owens Corning has a Forward P/E ratio of 12.83, which is lower than the industry average of 20.61 [6] - The company has a PEG ratio of 2.84, compared to the Building Products - Miscellaneous industry average PEG ratio of 1.8 [6] Industry Context - The Building Products - Miscellaneous industry, part of the Construction sector, has a Zacks Industry Rank of 171, placing it in the bottom 31% of over 250 industries [7] - The performance of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Rigetti Computing, Inc. is experiencing significant stock price fluctuations and is preparing for an upcoming earnings disclosure that may impact investor sentiment and stock performance [1][2]. Group 1: Stock Performance - In the latest trading session, Rigetti Computing, Inc. (RGTI) declined by 3.48% to $16.98, underperforming the S&P 500's daily loss of 0.33% [1]. - Over the past month, shares of Rigetti have decreased by 31.1%, while the Computer and Technology sector has lost 1.09% and the S&P 500 has remained flat [1]. Group 2: Earnings Estimates - The upcoming earnings disclosure is expected to show an EPS of -$0.05, reflecting a 37.5% growth compared to the same quarter last year [2]. - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$0.68 and revenue of $7.89 million, indicating declines of 88.89% and 26.88% respectively from the previous year [3]. Group 3: Analyst Estimates and Rankings - Recent changes to analyst estimates for Rigetti Computing, Inc. suggest a positive outlook on the company's business operations and profit generation capabilities [4]. - The Zacks Rank system currently rates Rigetti Computing, Inc. as 3 (Hold), with no changes in the consensus EPS estimate over the past month [6]. - The Internet - Software industry, which includes Rigetti, ranks in the top 36% of all industries according to the Zacks Industry Rank, indicating a relatively strong position within the sector [7].

Lower rates, benign credit, and improving loan demand should be good for most regional banks in general, but UMB Financial ( UMBF ) is better placed than most. Actually liability-sensitive, UMB stands to benefit from additional rate cuts, as deposit costs should decline fasterAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my o ...