Core Insights - PC Connection (CNXN) reported quarterly earnings of $0.97 per share, missing the Zacks Consensus Estimate of $1.01 per share, representing an earnings surprise of -3.96% [1] - The company posted revenues of $709.07 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.66% and down from $724.72 million a year ago [2] - The stock has underperformed the market, losing about 9.9% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.94 on revenues of $750.43 million, and for the current fiscal year, it is $3.51 on revenues of $2.95 billion [7] - The estimate revisions trend for PC Connection was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Retail - Computer Hardware industry, to which PC Connection belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Groupon reported quarterly earnings of $0.46 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, marking an earnings surprise of +2,400% [1] - The company has shown consistent performance, surpassing consensus EPS estimates three times over the last four quarters [2] Financial Performance - Groupon's revenues for the quarter ended June 2025 were $125.7 million, surpassing the Zacks Consensus Estimate by 2.32% and showing a slight increase from $124.61 million in the same quarter last year [2] - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $121.43 million, while for the current fiscal year, it is $0.30 on revenues of $500.25 million [7] Stock Performance - Groupon shares have increased approximately 150.5% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Industry Outlook - The Internet - Commerce industry, to which Groupon belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]