Core Insights - ACI Worldwide reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, and showing an increase from $0.97 per share a year ago, resulting in an earnings surprise of +10.10% [1] - The company achieved revenues of $482.36 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.16% and up from $451.75 million year-over-year [2] - ACI Worldwide has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - The earnings surprise of +10.10% indicates strong performance relative to expectations, while the previous quarter also saw a significant surprise of +29.63% [1] - The company has reported a total revenue increase of approximately 6.5% year-over-year [2] Stock Performance and Outlook - ACI Worldwide shares have declined about 7.1% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.07, with projected revenues of $473.8 million, and for the current fiscal year, the EPS estimate is $2.90 on revenues of $1.74 billion [7] Industry Context - The Computer - Software industry, to which ACI Worldwide belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of ACI Worldwide may be influenced by the overall industry trends, as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Insights - Pros Holdings (PRO) reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and up from $0.14 per share a year ago, representing an earnings surprise of +29.41% [1] - The company achieved revenues of $91.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.56% and increasing from $82.7 million year-over-year [2] - Pros Holdings has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Financial Performance - The earnings surprise of +29.41% for the recent quarter follows a previous surprise of +85.71% when the company reported earnings of $0.13 per share against an expectation of $0.07 [1] - The current consensus EPS estimate for the upcoming quarter is $0.23, with expected revenues of $94.87 million, and for the current fiscal year, the estimate is $0.66 on revenues of $361.08 million [7] Market Position - Pros Holdings shares have increased approximately 4.9% since the beginning of the year, while the S&P 500 has gained 15.5%, indicating underperformance relative to the broader market [3] - The Zacks Industry Rank places the Computer - Software sector in the top 31% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Pros Holdings was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

Core Insights - ACI Worldwide reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, but down from $0.47 per share a year ago, resulting in an earnings surprise of +29.63% [1] - The company achieved revenues of $401.26 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.44% and up from $373.48 million year-over-year [2] - ACI Worldwide has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - The earnings surprise for the previous quarter was +54.55%, with actual earnings of $0.51 per share against an expected $0.33 [1] - The current consensus EPS estimate for the upcoming quarter is $0.91, with projected revenues of $446.9 million, and for the current fiscal year, the EPS estimate is $2.84 on revenues of $1.71 billion [7] Market Position - ACI Worldwide shares have declined approximately 18.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The Zacks Industry Rank places the Computer - Software sector in the top 35% of over 250 Zacks industries, indicating a favorable outlook for stocks in this sector [8] 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] - ACI Worldwide currently holds a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]