Group 1: Earnings Performance - Okta reported quarterly earnings of $0.82 per share, exceeding the Zacks Consensus Estimate of $0.75 per share, and up from $0.67 per share a year ago, representing an earnings surprise of +9.33% [1] - The company posted revenues of $742 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.64%, compared to year-ago revenues of $665 million [2] - Over the last four quarters, Okta has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - Okta shares have increased by approximately 2.3% since the beginning of the year, while the S&P 500 has gained 15.8% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $735.91 million, and for the current fiscal year, it is $3.37 on revenues of $2.88 billion [7] Group 3: Industry Context - The Zacks Security industry, to which Okta belongs, is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Okta's stock performance [5][6]

Core Insights - Ingram Micro reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.67 per share, and matching the earnings from the previous year [1] - The company achieved revenues of $12.6 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.67% and showing an increase from $11.76 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +7.46%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Ingram Micro's shares have increased approximately 13.4% since the beginning of the year, compared to a 17.2% gain for the S&P 500 [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.87 on revenues of $13.53 billion, and for the current fiscal year, it is $2.77 on revenues of $50.76 billion [8] - The Zacks Rank for Ingram Micro is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Technology Services industry, to which Ingram Micro belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Priority Technology, another company in the same industry, is expected to report quarterly earnings of $0.30 per share, reflecting a year-over-year change of +328.6% [10]

Core Insights - Hewlett Packard Enterprise (HPE) reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, but down from $0.42 per share a year ago [1][2] - The company posted revenues of $7.63 billion for the quarter, surpassing the Zacks Consensus Estimate by 2.13% and up from $7.2 billion year-over-year [3] - HPE has surpassed consensus EPS estimates three times in the last four quarters and has topped revenue estimates four times in the same period [2][3] Earnings Performance - The earnings surprise for the recent quarter was 11.76%, while the previous quarter saw a negative surprise of -2% [2] - The current consensus EPS estimate for the upcoming quarter is $0.42, with expected revenues of $8.23 billion, and for the current fiscal year, the estimate is $1.81 on revenues of $32.64 billion [8] Market Position - HPE shares have underperformed the market, losing about 18.8% since the beginning of the year compared to the S&P 500's gain of 0.9% [4] - The Zacks Industry Rank places the Computer - Integrated Systems sector in the top 18% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The company's earnings outlook will be influenced by management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for HPE is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [7]

Core Viewpoint - ePlus reported quarterly earnings of $1.11 per share, exceeding the Zacks Consensus Estimate of $0.87 per share, marking a 27.59% earnings surprise [1]. Financial Performance - The company posted revenues of $498.11 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 4.91% and down from $554.46 million year-over-year [2]. - Over the last four quarters, ePlus has surpassed consensus EPS estimates only once [2]. Stock Performance - ePlus shares have declined approximately 11.5% since the beginning of the year, contrasting with the S&P 500's decline of -0.6% [3]. - The current Zacks Rank for ePlus is 4 (Sell), indicating expected underperformance in the near future [6]. Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.01 on revenues of $527.4 million, and for the current fiscal year, it is $4.61 on revenues of $2.17 billion [7]. - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock performance [6]. Industry Context - The Business - Software Services industry, to which ePlus belongs, is currently in the top 9% of over 250 Zacks industries, suggesting a favorable industry outlook [8].