EverCommerce (EVCM) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual ...

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]

Core Viewpoint - Pegasystems (PEGA) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on July 22, and if the key numbers exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for quarterly earnings is $0.24 per share, reflecting a year-over-year decrease of 7.7%, while revenues are projected to be $368.77 million, representing a 5% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 5%, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Pegasystems is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -12.03%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, with positive readings being more reliable [9][10]. - Pegasystems currently holds a Zacks Rank of 1, but the negative Earnings ESP complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Pegasystems was expected to post earnings of $0.23 per share but delivered $0.76, resulting in a surprise of +230.43% [13]. - The company has successfully beaten consensus EPS estimates in the last four quarters [14]. Conclusion - While Pegasystems does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Insights - Progress Software (PRGS) reported total revenue of $237.35 million for the quarter ending May 2025, reflecting a 35.6% increase year-over-year [4] - The company's international revenue performance is crucial for understanding its financial resilience and growth potential [2][10] International Revenue Breakdown - Latin America contributed $5.05 million, accounting for 2.13% of total revenue, showing a slight increase from 2.12% in the previous quarter [5] - Europe, Middle East, and Africa generated $66.94 million, representing 28.20% of total revenue, slightly down from 32.86% year-over-year [6] - Asia Pacific brought in $11.37 million, making up 4.79% of total revenue, consistent with the previous quarter's contribution [7] Future Revenue Forecasts - Analysts project total revenue of $240.35 million for the current fiscal quarter, a 34.5% increase year-over-year, with expected contributions of 2% from Latin America, 30.7% from Europe, Middle East, and Africa, and 5.1% from Asia Pacific [8] - For the full year, total revenue is anticipated to reach $965.22 million, indicating a 28.1% rise from the previous year, with regional contributions expected to be 2.1% from Latin America, 30.1% from Europe, Middle East, and Africa, and 5% from Asia Pacific [9] Market Context - The reliance on international markets presents both opportunities and challenges for Progress Software, necessitating close monitoring of revenue trends to project future performance accurately [10] - The company's stock has seen a decline of 15.2% over the past four weeks, contrasting with a 5.2% increase in the S&P 500, indicating potential market concerns [13]

Core Viewpoint - MicroStrategy's stock has shown a +7.9% return over the past month, outperforming the S&P 500's +5.2% and the Zacks Computer - Software industry's +9% [1] Earnings Estimate Revisions - The current quarter's earnings estimate for MicroStrategy is a loss of $0.12 per share, reflecting an +84.2% change from the previous year [4] - The consensus earnings estimate for the current fiscal year is -$15.73, indicating a -134.1% change from the prior year [4] - For the next fiscal year, the consensus earnings estimate is $0.4, showing a +97.5% change from the previous year [5] - The Zacks Rank for MicroStrategy is 3 (Hold), based on the recent changes in earnings estimates and other related factors [6] Projected Revenue Growth - The consensus sales estimate for the current quarter is $112.15 million, indicating a +0.6% year-over-year change [10] - The sales estimates for the current and next fiscal years are $466.5 million and $484.8 million, reflecting +0.7% and +3.9% changes, respectively [10] Last Reported Results and Surprise History - MicroStrategy reported revenues of $111.07 million in the last quarter, a -3.6% year-over-year change, and an EPS of -$16.49 compared to -$0.83 a year ago [11] - The reported revenues were -4.01% below the Zacks Consensus Estimate of $115.7 million, with an EPS surprise of -16390% [11] - Over the last four quarters, MicroStrategy has surpassed consensus EPS estimates multiple times and topped revenue estimates as well [12] Valuation - MicroStrategy is graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]

Core Viewpoint - MicroStrategy's stock performance has been under scrutiny, with a recent decline and upcoming earnings report expected to influence investor sentiment [1][2]. Company Performance - MicroStrategy's stock closed at $373.30, down 7.65%, underperforming the S&P 500 which lost 0.11% [1]. - Over the past month, MicroStrategy shares have increased by 8.59%, while the Computer and Technology sector gained 8.76% and the S&P 500 gained 5.17% [1]. Earnings Projections - The upcoming earnings report is projected to show an earnings per share (EPS) of -$0.12, which is an 84.21% increase from the same quarter last year [2]. - Quarterly revenue is estimated at $112.15 million, reflecting a 0.64% increase from the previous year [2]. Full Year Estimates - For the full year, earnings are projected at -$15.73 per share and revenue at $466.5 million, indicating a -134.08% change in earnings and a +0.66% change in revenue from the prior year [3]. Analyst Forecasts - Recent revisions to analyst forecasts for MicroStrategy are important as they indicate changing business trends, with positive revisions suggesting analyst optimism [4]. Stock Performance and Zacks Rank - Adjustments in earnings estimates are correlated with stock price performance, and the Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), can help investors make informed decisions [5][6]. - MicroStrategy currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook [6]. Valuation Metrics - MicroStrategy has a Forward P/E ratio of 55.37, which is significantly higher than the industry average Forward P/E of 26.66, suggesting a premium valuation [7]. - The Computer - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 38, placing it in the top 16% of over 250 industries [7].

Group 1 - MicroStrategy's stock closed at $375.18, down 1.85% from the previous day, underperforming the S&P 500, which fell 0.84% [1] - Over the past month, MicroStrategy shares have decreased by 4.39%, while the Computer and Technology sector remained flat and the S&P 500 gained 1.44% [1] Group 2 - The upcoming earnings disclosure for MicroStrategy is anticipated, with projected EPS at -$0.12, representing an 84.21% increase year-over-year [2] - Quarterly revenue is estimated at $112.15 million, reflecting a 0.64% increase from the same period last year [2] Group 3 - For the full year, analysts expect earnings of -$15.73 per share and revenue of $466.5 million, indicating a -134.08% change in earnings and a +0.66% change in revenue compared to the previous year [3] Group 4 - Recent changes in analyst estimates for MicroStrategy suggest a positive outlook on the company's business operations and profit generation capabilities [4] Group 5 - The Zacks Rank system, which evaluates estimate changes, indicates that these alterations are linked to stock price performance, providing actionable insights for investors [5] Group 6 - MicroStrategy currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] Group 7 - The company has a Forward P/E ratio of 52.36, which is higher than the industry average of 36.6, indicating that MicroStrategy is trading at a premium [7] Group 8 - The Computer - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 27, placing it in the top 11% of over 250 industries [7]

Core Viewpoint - Pegasystems (PEGA) 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 Performance - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][4]. - For Pegasystems, the recent upgrade reflects an improvement in the company's underlying business, which is expected to drive stock price appreciation [5]. Earnings Estimate Revisions - Pegasystems is projected to earn $3.56 per share for the fiscal year ending December 2025, representing a year-over-year increase of 17.5% [8]. - Over the past three months, the Zacks Consensus Estimate for Pegasystems has risen by 21.6%, indicating a positive trend in earnings expectations [8]. Zacks Rank System - The Zacks Rank system categorizes stocks based on earnings estimate revisions, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Pegasystems' upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].