In the latest close session, Strategy (MSTR) was up +2.29% at $359.69. This change outpaced the S&P 500's 0.37% gain on the day. Meanwhile, the Dow experienced a drop of 0.14%, and the technology-dominated Nasdaq saw an increase of 0.71%. The business software company's stock has climbed by 4.69% in the past month, exceeding the Finance sector's gain of 2.07% and the S&P 500's gain of 4.26%.Analysts and investors alike will be keeping a close eye on the performance of Strategy in its upcoming earnings discl ...

Core Viewpoint - Strategy (MSTR) has experienced a decline of -6.7% over the past month, underperforming the Zacks S&P 500 composite's +3.1% and the Zacks Financial - Miscellaneous Services industry's +2.9% [1] Earnings Estimate Revisions - The consensus earnings estimate for Strategy is a loss of $0.11 per share for the current quarter, reflecting a year-over-year change of +93% [4] - The consensus earnings estimate for the current fiscal year is -$15.73, indicating a year-over-year change of -134.1% [4] - For the next fiscal year, the consensus earnings estimate is $0.4, representing a change of +97.5% from the previous year [5] - The Zacks Rank for Strategy is 4 (Sell), indicating a potential underperformance in the near term due to recent changes in earnings estimates [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $118.2 million, showing a year-over-year change of +1.8% [9] - The sales estimates for the current and next fiscal years are $466.75 million and $485.05 million, indicating changes of +0.7% and +3.9%, respectively [9] Last Reported Results and Surprise History - Strategy reported revenues of $114.49 million in the last quarter, a year-over-year increase of +2.7% [10] - The EPS for the same period was $32.6, compared to -$0.76 a year ago, with a surprise of +27266.67% [10] - Over the last four quarters, the company surpassed EPS estimates only once and topped consensus revenue estimates just once [11] Valuation - Strategy is graded F on the Zacks Value Style Score, indicating it is trading at a premium to its peers [15]

Core Viewpoint - EverCommerce (EVCM) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system tracks the Zacks Consensus Estimate, which reflects EPS estimates from sell-side analysts, and changes in these estimates are strongly correlated with stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The recent upgrade for EverCommerce suggests an improvement in its underlying business, which could lead to increased stock prices as investors respond positively to this trend [5][10]. - Over the past three months, the Zacks Consensus Estimate for EverCommerce has increased by 988.9%, indicating a significant upward revision in earnings expectations [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 5% receiving a "Strong Buy" rating, which positions EverCommerce favorably for potential market-beating returns [7][10]. - The Zacks Rank has a strong historical performance, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7].

Core Insights - Adobe Systems reported quarterly earnings of $5.31 per share, exceeding the Zacks Consensus Estimate of $5.17 per share, and up from $4.65 per share a year ago, representing an earnings surprise of +2.71% [1] - The company achieved revenues of $5.99 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 1.50%, and up from $5.41 billion year-over-year [2] - Adobe has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +2.02%, with actual earnings of $5.06 per share compared to an expected $4.96 [1] - The current consensus EPS estimate for the upcoming quarter is $5.32, with projected revenues of $6.07 billion, while the estimate for the current fiscal year is $20.63 on $23.56 billion in revenues [7] Stock Performance and Outlook - Adobe shares have declined approximately 21.3% since the beginning of the year, contrasting with the S&P 500's gain of 11.1% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Computer - Software industry, to which Adobe belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Progress Software, another company in the same industry, is expected to report quarterly earnings of $1.30 per share, reflecting a year-over-year increase of +3.2% [9]

Strategy (MSTR) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this business software company have returned -16.3%, compared to the Zacks S&P 500 composite's +2.4% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Strategy falls in, has remained unchanged. The key question now is: What could be the stock's fu ...

Group 1 - EverCommerce (EVCM) shows a significant improvement in earnings outlook, making it an attractive investment option [1][10] - Analysts have raised earnings estimates for EverCommerce, indicating growing optimism about the company's earnings prospects [2][3] - The Zacks Rank system, which rates stocks from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with Zacks 1 stocks averaging a +25% annual return since 2008 [3] Group 2 - Current-quarter earnings estimate for EverCommerce is projected at $0.01 per share, reflecting a year-over-year increase of +120.0% [5] - The consensus estimate for the full year is $0.07 per share, representing a year-over-year change of +131.8% [6] - Over the past month, the consensus estimate has increased by 1033.33%, with three estimates moving higher and no negative revisions [8][6] Group 3 - EverCommerce has achieved a Zacks Rank 2 (Buy) due to favorable estimate revisions, which are expected to lead to significant outperformance compared to the S&P 500 [9] - The stock has gained 6.2% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects [10]

Core Viewpoint - EverCommerce (EVCM) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have a strong correlation with near-term stock price movements [4][6]. - Rising earnings estimates for EverCommerce suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10]. Recent Performance of EverCommerce - For the fiscal year ending December 2025, EverCommerce is expected to earn $0.07 per share, unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for EverCommerce has increased by 1033.3%, reflecting a significant upward revision in earnings estimates [8].

Core Viewpoint - Manhattan Associates reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.12 per share, and showing an increase from $1.18 per share a year ago, resulting in an earnings surprise of +16.96% [1][2] Financial Performance - The company achieved revenues of $272.42 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.47%, and up from $265.32 million year-over-year [2] - Over the last four quarters, Manhattan Associates has consistently exceeded consensus EPS estimates [2] Stock Performance - Shares of Manhattan Associates have declined approximately 26.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.2% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $270.53 million, and for the current fiscal year, it is $4.57 on revenues of $1.06 billion [7] - The trend of earnings estimate revisions prior to the earnings release was mixed, which may influence future stock performance [6] Industry Context - The Computer - Software industry, to which Manhattan Associates belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Group 1 - Manhattan Associates (MANH) is positioned to maintain its earnings-beat streak, particularly in the upcoming report, with a history of beating earnings estimates [1][5] - The company reported earnings of $1.02 per share for the most recent quarter, which was a surprise of 16.67% compared to the expected $1.19 per share [2] - In the previous quarter, Manhattan Associates exceeded the consensus estimate of $1.06 per share by reporting $1.17 per share, resulting in a surprise of 10.38% [2] Group 2 - Earnings estimates for Manhattan Associates have been trending higher, supported by its earnings surprise history [5] - The stock has a positive Zacks Earnings ESP of +1.07%, indicating bullish sentiment among analysts regarding its near-term earnings potential [8] - The next earnings report for Manhattan Associates is anticipated to be released on July 22, 2025 [8] Group 3 - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] - A negative Earnings ESP does not necessarily indicate an earnings miss, but it reduces predictive power [9]

Company Performance - MicroStrategy (MSTR) closed at $451.34, down 1% from the previous trading session, underperforming the S&P 500 which gained 0.54% [1] - Over the past month, MicroStrategy's shares increased by 23.54%, outperforming the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2% [1] Upcoming Earnings - The upcoming earnings report for MicroStrategy is scheduled for July 31, 2025, with an expected EPS of -$0.12, representing an 84.21% improvement from the prior-year quarter [2] - Revenue is projected to be $112.15 million, reflecting a 0.64% increase from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$15.73 and revenue of $466.5 million, indicating changes of -134.08% and +0.66% respectively from the previous year [3] - Recent adjustments to analyst estimates are important as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [3][4] Valuation Metrics - MicroStrategy's current Forward P/E ratio is 62.45, which is a premium compared to the industry average Forward P/E of 26.54 [6] - The Computer - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 33, placing it in the top 14% of over 250 industries [6] Zacks Rank - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks MicroStrategy at 3 (Hold) [5] - The consensus EPS projection for MicroStrategy has remained stagnant over the past 30 days [5]